Samantha Subin / CNBC:
Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours  —  Instacart shares climbed 14% during extended trading on Thursday after the grocery delivery company reported strong fourth-quarter revenue and forecast upbeat guidance.

Strap in, because the next PlayStation event is going to be a long one. Sony’s latest State of Play — a showcase event for upcoming PS5 games — kicks off on February 12th at 5PM ET and it’ll last more than an hour. We don’t know what exactly will be shown. Sony says that the […]

Lucas Manfredi / The Wrap:
Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours  —  The streaming hardware maker forecasts 16% revenue growth in 2026  —  Shares of Roku climbed as much as 13% in after-hours trading on Thursday …

Ashley Capoot / CNBC:
Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates  —  Shares of Airbnb were up about 2% in extended trading Thursday after the company reported fourth-quarter results that beat expectations …

• Pre-show: Marco HVAC update
  • Daikin
  • Trane
  • YoLink temperature sensors (or this one with a wider temp. range)
  • YoLink leak sensors
  • LoRa
• 🗣️ New ATP Member’s Special: ATP Insider: After Apple
• Follow-up:
  • Units corner
    • Robert Tait’s video
  • WarGames display reincarnated (via everyone)
    • ATP Movie Club: WarGames
    • WarGames
  • AI
    • Whoops, we whiffed on disclosing past/future sponsors 🤦🏻‍♂️
    • Steve Troughton-Smith’s experimentations
      • Three apps in one day
      • On usage limits
    • Dread & fatalism
      • We Mourn Our Craft by Nolan Lawson
      • The Tipping Point by Thomas Ricouard (Medium link 🤢)
    • Productivity promise vs. reality
      • Anthropic study
      • Experienced developers are slower?
      • Microsoft study
      • Atlassian study
      • Berkeley: AI adoption ≠ productivity gains
      • Harvard: Slop hinders productivity
      • MIT: 95% of businesses see zero returns (PDF)
    • Breaking the Spell of Vibe Coding by Rachel Thomas
    • AI-Generated Code Quality by Mark Levison
    • Comprehension Debt by Aman Shekhar
    • Your Brain on ChatGPT by Nataliya Kosmyna et al
  • Some related links from our AI conversation:
    • n8n
    • Stratechery interview with Benedict Evans
    • Computer (occupation)
    • Memento mori
  • Steam Machine & Steam Frame delayed due to component shortages/price increases
• Ferrari Luce
  • Andrew J. Hawkins at The Verge
  • Walkthrough video with Jordan Golon at PRNDL
    • Associated post
  • Dieter Rams
  • Patek Philippe Nautilus
  • Braun
  • Gordon Murray Automotive Type 50
    • Shift knob & switchgear (timestamp link to 18:04)
    • Other videos
  • Leica
• Post-show: Casey is car shopping
  • Porsche Taycan
  • Audi e-tron GT
  • BMW i4
  • Rivian R3
• Members-only ATP Overtime: China’s ban on electric door handles
  • Tesla hit with another wrongful death suit by Andrew J. Hawkins
  • Flush door handles & efficiency by Jonathan M. Gitlin

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