Sunday, January 18, 2026

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

Julie Bort / TechCrunch:
RunPod, an AI app hosting service launched four years ago that raised a $20M seed in May 2024, says it has reached a $120M annual revenue run rate  —  Runpod, an AI app hosting platform that launched four years ago, has hit a $120 million annual revenue run rate, founders Zhen Lu and Pardeep Singh tell TechCrunch.



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)

George Hammond / Financial Times:
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+  —  Silicon Valley investor to write first cheque for AI start-up after recent leadership overhaul



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)

Dr. Ian Cutress / More Than Moore:
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  —  Update: SiFive just announced today that it has partnered with NVIDIA for NVLink Fusion on RISC-V. It's a big step, and we'll be covering that separately.



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)

Manish Singh / India Dispatch:
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  —  The rest of the industry is not feeling it.  —  India's largest retail chain is reporting impressive growth in quick commerce, but the industry is not buying it.



Saturday, January 17, 2026

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)

Daniel Kuhn / The Block:
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  —  Partner offers  —  Quick Take  — XMR hit an all-time high of $797.73 on Jan. 14, coinciding with a series …



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)

Valentine Baldassari / Bloomberg:
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  —  Micron Technology Inc. has signed a letter of intent to buy a fabrication site in Taiwan from Powerchip Semiconductor Manufacturing Corp …



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)

Sage D. Young / Sherwood News:
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  —  The new record comes as institutional players grow their share in the staking scene.  Ether.fi, a restaking protocol known …



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)

Laith Al-Khalaf / Financial Times:
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  —  UK digital bank due to give current chief executive broader than expected remit when he steps down next month



Sunday, January 11, 2026

Google is introducing new personalized ads in AI mode, powered by Gemini, which allow advertisers to offer exclusives for users preparing to buy a product (Cristina Criddle/Financial Times)

Cristina Criddle / Financial Times:
Google is introducing new personalized ads in AI mode, powered by Gemini, which allow advertisers to offer exclusives for users preparing to buy a product  —  Tech giant moves to gain an edge in race to monetise popular AI tools  —  Google is introducing new personalised advertising …



A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (SemiAnalysis)

SemiAnalysis:
A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue  —  Wafer Demand Model, Node Economics, and the shifting power dynamics as AI reshapes the foundry landscape



Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom (Toby Nangle/Financial Times)

Toby Nangle / Financial Times:
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom  —  US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …



Saturday, January 10, 2026

A profile of Grubhub parent Wonder, which has raised about $2B and is rolling out robotic meal-assembly tech acquired from Sweetgreen for $186M in November 2025 (Joshua Brustein/Bloomberg)

Joshua Brustein / Bloomberg:
A profile of Grubhub parent Wonder, which has raised about $2B and is rolling out robotic meal-assembly tech acquired from Sweetgreen for $186M in November 2025  —  E-commerce mogul Marc Lore's Wonder is leaning into automation in a $2 billion effort to do to restaurants what Amazon did to shopping.



Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)

Luke Kawa / Sherwood News:
Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week  —  That's enough AI music to last the run time of “Avatar.”  —  Video may have killed the radio star, but AI is starting to dance on its grave.



Indonesia temporarily blocks Grok due to the risk of AI-generated pornographic content, becoming the first country to deny access to the AI tool (Fransiska Nangoy/Reuters)

Fransiska Nangoy / Reuters:
Indonesia temporarily blocks Grok due to the risk of AI-generated pornographic content, becoming the first country to deny access to the AI tool  —  Indonesia temporarily blocked Elon Musk's Grok chatbot on Saturday due to the risk of AI-generated pornographic content, becoming the first country to deny access to the AI tool.



Stack Overflow recorded just 6,866 questions in Dec. 2025, about the same as in 2008; Stack Overflow now primarily makes money from enterprises and licensing (Claire Yubin Oh/Sherwood News)

Claire Yubin Oh / Sherwood News:
Stack Overflow recorded just 6,866 questions in Dec. 2025, about the same as in 2008; Stack Overflow now primarily makes money from enterprises and licensing  —  The platform is raking in millions of dollars in revenue, with AI an ironic new source of revenue.



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

The Information : Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researc...