Sunday, December 28, 2025

Lou Gerstner, a former IBM CEO and chairman credited with turning the company around, died at 83; IBM's market value rose from $29B to ~$168B during his tenure (Patrick Oster/Bloomberg)

Patrick Oster / Bloomberg:
Lou Gerstner, a former IBM CEO and chairman credited with turning the company around, died at 83; IBM's market value rose from $29B to ~$168B during his tenure  —  Louis Gerstner, who took over International Business Machines Corp. when it was on its deathbed and resuscitated it as a technology industry leader, died Saturday.



How executives at humanoid robot startups like Agility Robotics and Weave Robotics are managing safety risks and tempering expectations for the technology (Sean McLain/Wall Street Journal)

Sean McLain / Wall Street Journal:
How executives at humanoid robot startups like Agility Robotics and Weave Robotics are managing safety risks and tempering expectations for the technology  —  Despite billions in investment, startups say their androids mostly aren't useful for industrial or domestic work yet



Tracxn: VC funding for Indian startups fell 17%+ YoY to $10.5B in 2025 across 1,518 deals, down ~39% YoY; AI startups raised $643M, up 4% YoY, across 100 deals (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch:
Tracxn: VC funding for Indian startups fell 17%+ YoY to $10.5B in 2025 across 1,518 deals, down ~39% YoY; AI startups raised $643M, up 4% YoY, across 100 deals  —  India's startup ecosystem raised nearly $11 billion in 2025, but investors wrote far fewer checks and grew more selective …



Saturday, December 27, 2025

A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global expansion (Eleanor Olcott/Financial Times)

Eleanor Olcott / Financial Times:
A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global expansion  —  Competition from Alibaba and JD.com for fast-growing instant retail market has hit the Beijing-based group



A study finds that foreign direct investment accounts for 98% of Vietnam's electronics exports, "signaling limited technology spillovers" to the local economy (Lien Hoang/Nikkei Asia)

Lien Hoang / Nikkei Asia:
A study finds that foreign direct investment accounts for 98% of Vietnam's electronics exports, “signaling limited technology spillovers” to the local economy  —  HO CHI MINH CITY — Vietnam looks like a tech darling as investment from giants such as Apple, Samsung and others pours in.



The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France (Virginie Malingre/Le Monde)

Virginie Malingre / Le Monde:
The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France  —  President Emmanuel Macron, who wanted to be at the forefront of France's reindustrialization efforts, traveled to Isère …



Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets (New York Times)

New York Times:
Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets  —  It's uncertain whether the proposal will reach the statewide ballot in November, but some billionaires like Peter Thiel and Larry Page may be unwilling to take the risk.



Friday, December 26, 2025

Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India (Pranshu Verma/Washington Post)

Pranshu Verma / Washington Post:
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India  —  Amazon, Microsoft and Google have pledged a combined $67.5 billion in Indian investments since October.  Eighty percent of those commitments came this month.



Chinese government data: shipments of foreign-branded mobile phones, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units (Reuters)

Reuters:
Chinese government data: shipments of foreign-branded mobile phones, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units  —  Shipments of foreign-branded mobile phones, including Apple's (AAPL.O) iPhones, rose 128.4% in China in November from the same month last year …



A Google support page in Hindi says the company plans to roll out an option to let users change their Gmail addresses while retaining all data and services (Ben Schoon/9to5Google)

Ben Schoon / 9to5Google:
A Google support page in Hindi says the company plans to roll out an option to let users change their Gmail addresses while retaining all data and services  —  For quite some time now, Google has allowed users to change their account email address if they are using a third-party email address …



Thursday, December 25, 2025

AI sector minted 50+ new billionaires in 2025; Crunchbase: investors poured $200B+ into AI startups in 2025, or about 50% of global funding, up from 34% in 2024 (Alicia Park/Forbes)

Alicia Park / Forbes:
AI sector minted 50+ new billionaires in 2025; Crunchbase: investors poured $200B+ into AI startups in 2025, or about 50% of global funding, up from 34% in 2024  —  Record activity in the AI sector this year has boosted dozens of founders and business executives into the billionaire ranks.



Tesla's robotaxi service in Austin significantly trails Waymo, deploying an estimated 30 cars with safety drivers, vs. Waymo's 200 cars without human monitors (Jack Ewing/New York Times)

Jack Ewing / New York Times:
Tesla's robotaxi service in Austin significantly trails Waymo, deploying an estimated 30 cars with safety drivers, vs. Waymo's 200 cars without human monitors  —  Shares of Tesla have hit new highs on optimism about the company's self-driving taxis.  But experts say Tesla is far behind Waymo, which has a big head start.



A look at the humans employed to rescue robotaxis; Waymo uses the Honk app to pay $20 to $24 to manually close robotaxi doors and $60 to $80 to tow its cars (Lisa Bonos/Washington Post)

Lisa Bonos / Washington Post:
A look at the humans employed to rescue robotaxis; Waymo uses the Honk app to pay $20 to $24 to manually close robotaxi doors and $60 to $80 to tow its cars  —  A recent power outage in San Francisco shows how vulnerable self-driving vehicles can be when problems arise.



A look at Detroit's Apple Developer Academy, launched after the BLM protests, which spends $20K per student, nearly 2x the budget of local community colleges (Paresh Dave/Wired)

Paresh Dave / Wired:
A look at Detroit's Apple Developer Academy, launched after the BLM protests, which spends $20K per student, nearly 2x the budget of local community colleges  —  Apple, Michigan taxpayers, and one of Detroit's wealthiest families spent roughly $30 million training hundreds of people to build iPhone apps.



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...