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Mon Jan 12
Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a "mental model" (Stephen Nellis/Reuters)
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How a16z became the dominant influence on Trump-era AI policy, including via Marc Andreessen building key relationships; an ex-official says it has "veto power" (Bloomberg)
1d
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YouTube rolls out an AI-powered playlist-generation tool that lets Premium and Music Premium subscribers on iOS and Android use text prompts to create playlists (Ivan Mehta/TechCrunch)
1d
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Polymarket partners with Singapore-based Kaito AI to launch "attention markets", letting users bet on "mindshare" and "sentiment" metrics from social media (Alicia Park/Forbes)
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Sources: Mark Zuckerberg plans to buy a Miami mansion, likely to cost up to $200M, joining other tech billionaires as California proposes a 5% billionaire tax (Wall Street Journal)
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Health care navigation startup Solace, which matches patients with 2K+ advocates, raised $130M led by IVP at a $1B valuation, taking its total funding to $211M (Rebecca Torrence/Bloomberg)
1d
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Bretton AI, formerly Greenlite, which uses GenAI to investigate suspicious transactions and verify internal risk policy compliance, raised a $75M Series B (Leo Schwartz/Fortune)
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Meta, TikTok, and Snap agree to undergo independent assessments to rate how effectively they protect teen users based on 24 standards developed by experts (Ian Duncan/Washington Post)
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Russian media: Russia's communications regulator Roskomnadzor plans to limit access to Telegram from Tuesday, as the government promotes its Max "super app" (Deana Kjuka/Bloomberg)
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xAI co-founder Tony Wu says he "resigned", following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk (Juro Osawa/The Information)
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Tencent-owned Finnish video game maker Supercell reports 2025 revenue down 4% YoY to €2.65B, EBITDA up 6% YoY to €932M, and 290M monthly active players (Sophie McEvoy/GamesIndustry.biz)
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South Korean online travel platform Myrealtrip aims to hit a $1B+ valuation in a Seoul IPO as early as H2 2027, per CEO Donggun Lee, amid a boom in tourism (Jihye Lee/Wall Street Journal)
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Satellite executives, investors, and researchers say Elon Musk's aim to launch space data centers by around 2029 is highly ambitious, but the idea is plausible (Tim Bradshaw/Financial Times)
1d
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The UK CMA says Apple and Google committed to making app store changes to ensure fairness to developers and consumers, and asks market players for their views (Upmanyu Trivedi/Bloomberg)
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Munich-based Constellr, which builds thermal satellite imaging hardware and software, raised a €37M Series A, taking its total funding to €75M (Ingrid Lunden/Resilience Media)
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Sources: a VC firm backed by Fidelity billionaire Johnson's family shelves plans to sell its stake in ~40 Chinese tech companies as geopolitical factors ease (Bloomberg)
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Spotify reports Q4 revenue up 13% YoY to €4.5B, Premium users up 10% YoY to 290M, MAUs up 11% YoY to 751M, and a €701M operating income, above €639.1M est. (Ashley Carman/Bloomberg)
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Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media (Patrick Coffee/Wall Street Journal)
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Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL (Saritha Rai/Bloomberg)
1d
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SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (Sherry Qin/Wall Street Journal)
1d
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Source: Chinese AI startup Zhipu anonymously released its new AI model on OpenRouter under the name Pony Alpha; Zhipu plans to launch GLM-5 later this week (Juro Osawa/The Information)
1d
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Chinese robotaxi operator Pony AI and Toyota begin commercial production of an autonomous Toyota bZ4X; Pony AI aims to have 3,000+ robotaxis by the end of 2026 (Chester Dawson/Bloomberg)
1d
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Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on "red envelope" freebies to woo users ahead of the Lunar New Year (Cissy Zhou/Nikkei Asia)
1d
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PitchBook: European VC investments rose 5% YoY to a post-pandemic high of €66B in 2025; AI-related deals accounted for 35%+, or €23.5B, up from €17.7B in 2024 (Financial Times)
1d
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French President Emmanuel Macron says the US could retaliate against EU countries, including France and Spain, over plans to ban children from social media (Leila Abboud/Financial Times)
1d
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Paris-based online corporate event booking marketplace Naboo raised a $70M Series B led by Lightspeed with participation from Notion Capital, ISAI, and Ternel (Tamara Djurickovic/Tech.eu)
1d
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A court filing in the iyO-OpenAI trademark case reveals OpenAI won't use the name "io" for its AI device, which isn't expected to ship before February 2027 (Maxwell Zeff/Wired)
2d
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As OpenAI prepares to retire GPT-4o on February 13, sources say it was scrapped partly because OpenAI struggled to contain 4o's potential for harmful outcomes (Sam Schechner/Wall Street Journal)
2d
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London-based Tem, which uses AI to optimize energy transactions for businesses, raised a $75M Series B led by Lightspeed, a source says at a $300M+ valuation (Tim De Chant/TechCrunch)
2d
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OpenAI Responds to Critical Super Bowl Commercials by Putting Ads in ChatGPT (Ece Yildirim/Gizmodo)
2d
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In opening statements in New Mexico's suit against Meta, state prosecutors argue Meta misrepresented the safety of its platforms, as Meta's attorney pushes back (Morgan Lee/Associated Press)
2d
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Farcaster co-founders Dan Romero and Varun Srinivasan, along with the team at Merkle, join stablecoin startup Tempo after Merkle's sale of Farcaster to Neynar (Kyle Baird/The Block)
2d
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Sources: the White House is drafting a voluntary pact seeking commitments from tech companies to ensure data centers don't raise electricity prices and more (Politico)
2d
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Sources: the Trump administration plans to spare US hyperscalers from upcoming tariffs on chips; exemptions would be based on TSMC's US investment commitments (Aime Williams/Financial Times)
2d
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The US NLRB abandons its 2024 case accusing SpaceX of illegally firing eight engineers and signals it will steer clear of future cases against the company (Josh Eidelson/Bloomberg)
2d
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Chipmaker Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ (Katherine Hamilton/Wall Street Journal)
2d
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Sources: crypto exchange Backpack, built by ex-FTX and Alameda leaders, is in talks to raise $50M at a $1B pre-money valuation, reports $100M+ in annual revenue (Ryan Lawler/Axios)
2d
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Oxide Computer, which lets companies build their own cloud, raised $200M led by USIT, taking its total funding to nearly $390M since its 2019 founding (Chris Metinko/Axios)
2d
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Sources: Stripe is in talks to launch a tender offer that could value the company at $140B+, up from $107B last fall, when it bought back shares from investors (Lucinda Shen/Axios)
2d
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An eight-month study at a US tech company finds AI tools didn't reduce work but intensified it, as employees worked faster and took on a broader range of tasks (Harvard Business Review)
2d
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OpenAI says ads in ChatGPT are not eligible to appear near "sensitive or regulated topics like health, mental health or politics" (Madison Mills/Axios)
2d
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OpenAI says it has started testing ads in ChatGPT in the US for logged-in adult users on the Free and Go tiers and that the ads do not change ChatGPT answers (OpenAI)
2d
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Lyft launches teen accounts in the US more than two years after Uber, with safety features such as PIN verification, real-time tracking, and audio recordings (Samantha Subin/CNBC)
2d
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Neara, which builds digital twins of critical infrastructure to help prepare for disasters, raised a AU$90M Series D, a source says at a AU$1.1B valuation (Rhiannon Hoyle/Wall Street Journal)
2d
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Sources: Alphabet has attracted more than $100B of orders for a bond sale that's expected to be about $15B (Brian W Smith/Bloomberg)
2d
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Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app (Valida Pau/The Information)
2d
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Autodesk sues Google for allegedly infringing its Flow trademark as the name of Google's AI filmmaking tool (Jonathan Stempel/Reuters)
2d
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Monday.com's stock plunges 20%+ after the project management software company issued weak Q1 guidance, as it battles rising pressure from agentic AI tools (Samantha Subin/CNBC)
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Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996 (Financial Times)
2d
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Workday announces CEO Carl Eschenbach is stepping down and will be replaced by the company's co-founder, Aneel Bhusri, effective immediately; WDAY drops 6%+ (Ashley Capoot/CNBC)
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