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Analysis: a16z is the largest known donor in the current US midterm election cycle, spending $115M+ so far on pro-crypto, pro-AI, and Republican Super PACs (New York Times)

Analysis: a16z is the largest known donor in the c...

5 months ago 23 Add to circle

Analysts: China's AI hardware suppliers face capacity constraints and component shortages, including optical and electronic chips, that may limit 2026 growth (Bloomberg)

Analysts: China's AI hardware suppliers face capac...

5 months ago 35 Add to circle

Google says Chromebooks will get support through their "existing date commitment", and "many" models are "eligible to transition" to the Googlebook experience (Ben Schoon/9to5Google)

Google says Chromebooks will get support through t...

5 months ago 40 Add to circle

How eBay CEO Jamie Iannone transformed the company, refocusing on power buyers in categories with especially high resale demand like trading cards and sneakers (Kim Bhasin/New York Times)

How eBay CEO Jamie Iannone transformed the company...

5 months ago 24 Add to circle

Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (Luz Ding/Bloomberg)

Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, b...

5 months ago 24 Add to circle

The Lucy Faithfull Foundation's Project Intercept, a partnership with Google, TikTok, and Meta, sent 70M+ warning messages to users seeking CSAM in two years (Shiona McCallum/BBC)

The Lucy Faithfull Foundation's Project Intercept,...

5 months ago 22 Add to circle

Tencent reports Q1 revenue up 9% YoY to ~$28.9B, below ~$29.4B est., and net income of ~$8.5B, meeting est., amid a costly AI pivot; its stock is down 23% YTD (Bloomberg)

Tencent reports Q1 revenue up 9% YoY to ~$28.9B, b...

5 months ago 26 Add to circle

SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B (David Keohane/Financial Times)

SoftBank reports Q4 net income up 3x to ~$11.6B, a...

5 months ago 26 Add to circle

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (Cade Metz/New York Times)

Richard Socher's Recursive Superintelligence raise...

5 months ago 23 Add to circle

Anduril raised $5B led by Thrive Capital and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and may IPO in 2027 (Sheera Frenkel/New York Times)

Anduril raised $5B led by Thrive Capital and a16z ...

5 months ago 29 Add to circle

Q&A with Amazon head of devices and services Panos Panay on Alexa+, the company's focus on devices for the home, the Leo satellite broadband business, and more (Rafe Rosner-Uddin/Financial Times)

Q&A with Amazon head of devices and services Panos...

5 months ago 24 Add to circle

How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking (Bloomberg)

How the Strait of Hormuz blockade is disrupting gl...

5 months ago 24 Add to circle

China's move to block Meta's Manus acquisition challenges the "Singapore washing" model, as major Chinese tech companies build significant Singapore presences (Owen Walker/Financial Times)

China's move to block Meta's Manus acquisition cha...

5 months ago 21 Add to circle

The Facebook House in Los Altos, Mark Zuckerberg's former residence, has become a hub for Chinese AI talent, who are a key part of Silicon Valley's AI boom (Viola Zhou/Rest of World)

The Facebook House in Los Altos, Mark Zuckerberg's...

5 months ago 22 Add to circle

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (Financial Times)

Analysts say AI fervor in the US and Asia has spre...

5 months ago 22 Add to circle

An analysis of Tokenomist.ai data: Trump family members made ~$1.55B from sales of World Liberty Financial's WLFI tokens, lifting their total fortune by ~$660M (Bloomberg)

An analysis of Tokenomist.ai data: Trump family me...

5 months ago 26 Add to circle

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (William Sandlund/Financial Times)

China's CSI AI Index, which tracks AI supply chain...

5 months ago 30 Add to circle

Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)

Analysis: contract prices for NAND chips are up 60...

5 months ago 27 Add to circle