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 …



PE firm Everstone combines India's Wingify, which helps A/B test sites, and France's AB Tasty, which improves e-commerce UX; Everstone bought Wingify for $200M (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch : PE firm Everstone combines India's Wingify, which helps A/B test sites, and France's AB Tasty, which...