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Techmeme

Taiwanese media: Asus Chair Jonney Shih says the company won't release any new smartphones in 2026, which may signal the brand's exit from the Android market (James Peckham/PCMag)

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Sources: internal Google data shows Gemini API calls surged from ~35B in March 2025 to ~85B in August 2025; Google says Gemini Enterprise has hit 8M subscribers (Erin Woo/The Information)

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The NYSE plans to use its tech that matches buyers and sellers, plus blockchain networks, to facilitate the real-time trading of tokenized securities in 2026 (Katherine Doherty/Bloomberg)

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How a16z found success with 2024's $1.25B AI infrastructure fund, focusing on early funding and the largest investments at ~$60M, as it expands the fund to $3B (Bloomberg)

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Sources: Microsoft is preparing to launch a session-based ad-supported Xbox Cloud Gaming tier in 2026; users note Xbox Cloud Gaming now references "ad support" (Jez Corden/Windows Central)

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Source: Elon Musk donates $10M to boost pro-Trump Senate candidate Nate Morris, who is seeking to replace Mitch McConnell, in Musk's largest-yet Senate donation (Alex Isenstadt/Axios)

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The IMF says the "surprisingly resilient" global economy is at risk of a sharp AI boom reversal, but "the levels of market frothiness" are below the dotcom bust (Financial Times)

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Bitcoin fell 3.6% to under $92K, ether fell 4.9%, and solana fell 8.6%, wiping ~$100B from crypto's total value, after Trump proposed a new 10% European tariff (Suvashree Ghosh/Bloomberg)

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Q&A with FedEx CEO Raj Subramaniam, only the second CEO in the company's history, on humanoid robots, automation, AI, drones, US-China trade tensions, and more (Jordyn Holman/New York Times)

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On Joe Rogan's JRE, Matt Damon and Ben Affleck discuss Hollywood and AI; Damon says Netflix wants movies to restate the plot because viewers are on their phones (Jack Dunn/Variety)

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Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (The Information)

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Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% in 2025 due to weak demand after memory shortages increased prices; iPhone shipments rose 28% YoY (Counterpoint Research)

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Sources: US political appointees at CISA blocked Acting Director Madhu Gottumukkala's attempt to remove the agency's chief information officer, Robert Costello (John Sakellariadis/Politico)

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Chinese media: phone makers Xiaomi, Oppo, Vivo, and Transsion trimmed their 2026 shipment targets, with Oppo cutting up to 20%, due to the memory chip shortage (Maggie Eastland/Bloomberg)

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The memory shortage that is spiking RAM prices is now expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and hard drives (Andrew Cunningham/Ars Technica)

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Shenzhen-based UBTech signs deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026 (Bloomberg)

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Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem (Palmer Luckey/@palmerluckey)

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A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal (Wall Street Journal)

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OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 to $20B+ in 2025 (Sarah Friar/OpenAI)

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Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a "Claude bender" (Bradley Olson/Wall Street Journal)

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Inside the 2026 National Retail Federation conference in New York City, where integrating AI into retail businesses was the overarching theme on the expo floor (New York Times)

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CoinGecko: 53%+ of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after October 10's "liquidation cascade" (Helene Braun/CoinDesk)

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Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web (Sarah Perez/TechCrunch)

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RunPod, an AI app hosting service launched in 2022 that raised a $20M seed in May 2024, says it has reached a $120M annual revenue run rate (Julie Bort/TechCrunch)

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Sources: Sequoia is planning a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each; Anthropic aims to raise $25B+ (George Hammond/Financial Times)

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Q&A with SiFive co-founder Krste Asanović, who was part of the original team that developed RISC-V, on creating a company that builds IP around RISC-V, and more (Dr. Ian Cutress/More Than Moore)

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India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3 (Manish Singh/India Dispatch)

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A look at the making of The Thinking Game, a documentary about Google DeepMind and its CEO Demis Hassabis, garnering 285M+ views on YouTube since November 2025 (Ben Cohen/Wall Street Journal)

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OpenAI's former Head of Policy Research Miles Brundage announces AVERI, a nonprofit aimed at advocating the idea of external audits for frontier AI models (Jeremy Kahn/Fortune)

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Atlantic Council: China-led cross-border digital currency platform mBridge, still a prototype, has processed 4,000+ cross-border transactions totaling $55.5B (Marc Jones/Reuters)

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Listen Labs, whose AI tools help Microsoft and others run customer research and interviews, raised a $69M Series B led by Ribbit Capital at a $500M+ valuation (Iain Martin/Forbes)

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Mannheim, Germany-based osapiens, a provider of ESG compliance software, raised a $100M Series C from Decarbonization Partners at a $1.1B valuation (John Reynolds/Tech.eu)

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David Sacks and top MAGA influencers are publicly opposing House Foreign Affairs Chair Brian Mast's proposed AI OVERWATCH Act to regulate AI chip sales to China (Axios)

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The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers in the US, such as electricians, to keep up (Caroline Haskins/Wired)

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A look at Michael Saylor's Strategy, known for buying bitcoin via creative financing strategies, as its stock trades way below its peak amid the crypto downturn (Rob Copeland/New York Times)

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Luminate 2025 report: the global music industry hit 5.1T streams, up 9.6% YoY and a single-year record; AI artist Xania Monet had 125M on-demand audio streams (Maria Sherman/Associated Press)

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ZachXBT: a crypto user lost $282M+ in BTC and LTC in a hardware wallet social engineering scam; XMR jumped as the attacker began converting the funds to Monero (Daniel Kuhn/The Block)

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Micron signs a letter of intent to buy a fabrication site in Taiwan from Powerchip for $1.8B to expand DRAM memory chip production, expected to close in Q2 2026 (Valentine Baldassari/Bloomberg)

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Beaconcha.in: a record ~36M ethereum tokens, or 30% of ethereum's total supply, worth ~$119B, are now staked, as institutional investors grow their share (Sage D. Young/Sherwood News)

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Sources: following investor backlash, Monzo to give outgoing CEO TS Anil an expanded role after he steps down in February; he is likely to retain a board seat (Laith Al-Khalaf/Financial Times)

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TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

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Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft (Robert Burnson/Bloomberg)

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Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow (Sherwood News)

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Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies (Ryan Vlastelica/Bloomberg)

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Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure (Barbara Moens/Financial Times)

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Luxembourg-based Hydrosat, which builds AI-based thermal infrared satellite tech to provide data for water resource management and more, raised a $60M Series B (Ingrid Lunden/Resilience Media)

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Anthropic appoints Irina Ghose, a former Microsoft India managing director, to lead its business in India, which has the second-largest user base for Claude (Jagmeet Singh/TechCrunch)

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Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US (Glenn Coin/Syracuse Post-Standard)

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Grid operator PJM plans to require large data centers to either bring their own power generation or curtail electricity use to prevent a large-scale outage (Reuters)

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Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (Financial Times)

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