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Sun Jan 11
Slack message: Sam Altman tells staff that ChatGPT is "back to exceeding 10% monthly growth", and OpenAI plans to release "an updated Chat model" this week (CNBC)
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Alibaba's Qwen temporarily stops issuing coupons due to customer overload, hampering Alibaba's Agentic AI ad campaign; Qwen began offering coupons on February 6 (Eduardo Baptista/Reuters)
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Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation, up from $8B after raising $160M in December 2025 (Iain Martin/Forbes)
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How the US government is adopting AI: NASA reports 420 AI use cases in 2025, up from 18 in 2024, HHS reports 398, Energy 325, DOJ 295, Interior 234, and DHS 205 (Washington Post)
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A profile of Amanda Askell, Anthropic's resident philosopher, who is learning Claude's reasoning patterns in a bid to endow the chatbot with a sense of morality (Wall Street Journal)
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ByteDance debuts Seedance 2.0, a new version of its AI video generation model that can produce multi-shot scenes, available to select Jimeng and Jianying users (Juro Osawa/The Information)
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Franco-Italian chipmaker STMicro agrees to supply AWS with various chips, including for high-bandwidth connectivity and power management; STM jumps 5%+ (Christina Kyriasoglou/Bloomberg)
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Chinese chip designer Montage raised $902M in its Hong Kong IPO, jumping 64% in its market debut, the biggest rise since Kuaishou's $6.2B Hong Kong IPO in 2021 (Julia Zhong/Bloomberg)
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YouTube launches a Premium paywall for song lyrics on YouTube Music, after testing it in recent months; users get five free lyrics before they have to subscribe (Abner Li/9to5Google)
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The European Commission sends a statement of objections to Meta over WhatsApp blocking rival AI chatbots, warning it will take measures to avoid "serious" harm (Bloomberg)
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PE firm Advent, FedEx, A&R, and PPF agree to acquire Polish automated parcel delivery company InPost for €7.8B; the company has 61K automated parcel lockers (Dominic Chopping/Wall Street Journal)
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Q&A with YouTube VP of Subscription Products Christian Oestlien on YouTube TV's future, the NFL and Oscars deals, its friendly rivalry with Netflix, and more (Lucas Shaw/Bloomberg)
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Crypto.com CEO Kris Marszalek launches ai.com during the Super Bowl and opens up username handle registration to let users get a private, personalized AI agent (Brayden Lindrea/Cointelegraph)
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A look at Tether's global expansion, after it recently hit ~300 staff; sources describe Tether's internal focus on corporate structure and "profit and loss" (Jill R Shah/Financial Times)
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A look at the 2026 Super Bowl ads from Anthropic, Amazon, OpenAI, and others, as AI continued to take center stage in ad creation and AI product promotion (Lauren Forristal/TechCrunch)
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China says its trade surplus from digital services rose 100%+ to a record $33B in 2025, boosted by overseas revenue of AI, livestreaming, and e-commerce (Bloomberg)
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How Runna, an AI-powered virtual coaching app acquired by Strava in 2025, toned down its aggressive training plans following reports of injuries from some users (Nicole Nguyen/Wall Street Journal)
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Blackstone and Coatue grant a $10B loan to Australian AI infrastructure startup Firmus for data center expansion, among Australia's largest private credit deals (Bloomberg)
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How China boosts its humanoid robot industry, giving companies land, favorable bank loan terms, and sometimes subsidizing the robots' purchase price by ~10% (Wall Street Journal)
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An interview with Jeannette zu Fürstenberg, who General Catalyst promoted to president in January, on investing in European tech and defense startups, and more (Mark Bergen/Bloomberg)
2d
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As Section 230 turns 30, a look at how upcoming court cases involving Meta, Alphabet, and others in the US could reshape the bounds of Section 230's protections (Lauren Feiner/The Verge)
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Moltbook was peak AI theater, offering less of a glimpse at the future and more of a mirror simply reflecting society's current obsession with AI (Will Douglas Heaven/MIT Technology Review)
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How AI is impacting the romance novel industry, with authors failing to disclose AI use and using pen names more, bogging down the publishing ecosystem (Alexandra Alter/New York Times)
2d
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T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months (Yang Jie/Wall Street Journal)
2d
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A software engineer explains "AI fatigue", compounded by a FOMO treadmill of using AI labs' latest tools and "thinking atrophy", alongside boosted productivity (Siddhant Khare)
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OpenClaw partners with VirusTotal and says that all skills published to ClawHub are now scanned using VirusTotal's threat intelligence (The Hacker News)
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Sources: Block is notifying hundreds of staff their jobs may be eliminated during annual performance reviews; up to 10% of the workforce is at risk of being cut (Bloomberg)
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Q&A with mathematicians behind the "First Proof" experiment, which tests AI's mathematical competence on questions drawn from the authors' unpublished research (Siobhan Roberts/New York Times)
2d
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Sources: iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri slated for the week of Feb. 23, M5 MacBook Pros as early as the week of Mar. 2 (Mark Gurman/Bloomberg)
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How Anthropic's bet on enterprise users is paying off; sources: Anthropic's guidance to investors claims annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)
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Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M (Wall Street Journal)
2d
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European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups (Financial Times)
2d
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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)
2d
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Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral (Financial Times)
2d
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A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 (Nilesh Christopher/Los Angeles Times)
2d
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Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more (Simon Willison/Simon Willison's Weblog)
2d
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India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M (Jagmeet Singh/TechCrunch)
2d
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Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance (Naga Avan-Nomayo/The Block)
2d
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X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000 (Rohit Singh/MediaNama)
3d
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Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M (Anna Tong/Forbes)
3d
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A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (Christopher Mims/Wall Street Journal)
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After talking with ~40 people at Anthropic, a look at its "Yes, and..." culture where every idea is welcomed and judged based on vibes, like a hive mind (Steve Yegge)
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DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 (Financial Times)
3d
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Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October (David Yaffe-Bellany/New York Times)
3d
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Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes (Bloomberg)
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Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)
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An interview with Kalshi CEO Tarek Mansour about the "wisdom of the crowd", political polarization, having Trump Jr. as an adviser, casino comparisons, and more (Oliver Roeder/Financial Times)
3d
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New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (Stephen Wilmot/Wall Street Journal)
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Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies (Bloomberg)
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Chinese regulators fined Kuaishou $17.2M for failing to curb illegal content; pornographic content appeared on Kuaishou during its December 2025 cyberattacks (Bloomberg)
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More →