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Tue Jan 27
Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue (Jagmeet Singh/TechCrunch)
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Australian freight software maker WiseTech plans to cut ~2,000 jobs, or ~30% of its workforce, this fiscal year and next, amid CEO Zubin Appoo's embrace of AI (Angus Whitley/Bloomberg)
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Koah, which embeds sponsored ads directly into AI chatbots and aims to build an AdSense for AI, raised a $20.5M Series A led by Theory Ventures (Trishla Ostwal/Adweek)
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SOTU: Trump says he told tech companies to build their own plants to power data centers; sources say the White House expects to formalize the effort in March (Richard Valdmanis/Reuters)
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A survey of US teens: 57% use AI chatbots to search for info, 54% use them to do schoolwork, 47% for fun or entertainment, 12% for emotional support, and more (Pew Research Center)
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OpenAI hires Arvind KC as chief people officer, replacing Julia Villagra who left in August 2025; KC has held senior roles at Roblox, Google, Palantir, and Meta (Agnee Ghosh/Bloomberg)
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A look at how both small and large companies are tracking and enforcing employees' AI usage and considering it during performance reviews (Wall Street Journal)
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Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web (Claude/@claudeai)
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London-based self-driving startup Wayve raised a $1.2B Series D at an $8.6B post-money valuation, with Mercedes-Benz, Stellantis, and Nissan among investors (Financial Times)
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HP reports Q1 revenue up 6.9% YoY to $14.44B, vs. $13.94B est., and expects FY 2026 results to be at the low end of its forecasts; HPQ drops 6%+ after hours (Jaspreet Singh/Reuters)
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David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (Annie Palmer/CNBC)
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A US judge sentences ex-L3Harris exec Peter Williams to over 7 years in prison, after he pleaded guilty in 2025 to theft of trade secrets and selling exploits (Greg Otto/CyberScoop)
3d
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The US Treasury sanctions Russian zero-day broker Operation Zero, its founder Sergey Zelenyuk, and others for acquiring and reselling stolen US defense exploits (Lorenzo Franceschi-Bicchierai/TechCrunch)
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Sources: MacBook Pros with touch screens, due this fall, will have a Dynamic Island and a refreshed, dynamic UI optimized for touch or point-and-click input (Mark Gurman/Bloomberg)
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Apple will block users in Australia, Brazil, and Singapore from downloading apps rated 18+ without age assurance and rolls out new age assurance tools for devs (Marcus Mendes/9to5Mac)
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Sources: Stripe, which is privately held, has expressed preliminary interest in a potential acquisition of PayPal or its assets; PYPL closed up 6.7% (Bloomberg)
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Sources: CoreWeave is seeking an ~$8.5B loan from banks, backed by a contract Meta signed last year to pay CoreWeave up to $14.2B for its services (Bloomberg)
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Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth (David Jeans/Reuters)
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Anthropic updates its Responsible Scaling Policy, including separating the safety commitments it'll make unilaterally and its recommendations for the industry (Billy Perrigo/Time)
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A California judge dismisses a lawsuit from xAI that accused OpenAI of stealing its trade secrets, with permission for xAI to refile the case at a later date (Blake Brittain/Reuters)
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Discord says it won't roll out age verification globally next month as previously announced, delaying the change until H2 after it adds verification options (Stevie Bonifield/The Verge)
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YouTube updates its $7.99-per-month Premium Lite subscription to let users download videos for offline access and play videos in the background (Sarah Perez/TechCrunch)
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Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a "supply chain risk", if not given unfettered Claude access by Friday (Axios)
3d
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Waymo opens its robotaxi service to "select riders" in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities (Lora Kolodny/CNBC)
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Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet (Annie Palmer/CNBC)
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SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium (Bloomberg)
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Beverly Hills-based Subject, whose streaming-style, on-demand platform provides digital curriculum and learning insights for grades 6-12, raised $28M (Natalie Breymeyer/Axios)
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DOJ files reveal how Jeffrey Epstein ingratiated himself with top Microsoft executives, aiding his return to society after his release from prison in 2009 (New York Times)
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Slang AI, which develops voice-based software for the hospitality industry that answers inbound calls, manages reservations, and more, raised a $36M Series B (Natalie Breymeyer/Axios)
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Profound, which tracks how AI models recommend brands across millions of prompts, raised a $96M Series C at a $1B valuation, bringing its total funding to $155M (Lily Mae Lazarus/Fortune)
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An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions "extreme and improbable", but says it's a thought-provoking exercise (Robin Wigglesworth/Financial Times)
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Letter AI, whose sales software provides personalized, deal-specific guidance, raised a $40M Series B, four months after a $10.6M Series A (Geoff Weiss/Business Insider)
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Kraken launches what it claims are the first regulated perpetual futures contracts based on tokenized stocks, available to non-US users and trading 24/7 (Krisztian Sandor/CoinDesk)
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Nimble, whose AI agents structure real-time web data into tables that can be queried like a database, raised a $47M Series B, bringing its total funding to $75M (Ram Iyer/TechCrunch)
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CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed (Matt Kapko/CyberScoop)
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Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet (Ian Allison/CoinDesk)
3d
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Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet (Rachel Metz/Bloomberg)
3d
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Google says AI music generation platform ProducerAI is joining Labs and will be powered by a Lyria 3 preview version; ProducerAI was developed alongside artists (Emma Roth/The Verge)
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Stefano Ermon's Inception releases Mercury 2, a diffusion AI model designed to field questions from users significantly faster and more cheaply than its rivals (Dina Bass/Bloomberg)
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Shein founder Xu Yangtian made a rare public appearance in Guangdong, pledging to invest ~$1.45B into the province's supply chains in the next three years (William Langley/Financial Times)
3d
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ADT agrees to acquire Origin Wireless for $170M to integrate advanced AI motion classification into its popular home security suite starting in 2027 (Samantha Kelly/Bloomberg)
3d
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MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia (Dina Bass/Bloomberg)
3d
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Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025 (Akila Quinio/Financial Times)
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Basis, which builds AI agents to help accounting firms with tasks like tax returns, raised $100M led by Accel at a $1.15B valuation, for $138M in total funding (Rebecca Torrence/Bloomberg)
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Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting (Mark Maurer/Wall Street Journal)
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ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030 (Stephen Nellis/Reuters)
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The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA (Tom Singleton/BBC)
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Dutch startup Axelera AI, which builds power-efficient AI inference chips, raised $250M+ led by Innovation Industries, with investment from BlackRock and others (Charlotte Hughes-Morgan/Bloomberg)
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European military officials worry "tech sovereignty" ideas may have serious consequences for European security, given their reliance on US software and networks (Financial Times)
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Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (Wall Street Journal)
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