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Shenzhen-based UBTech signed deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026 (Bloomberg)

Bloomberg : Shenzhen-based UBTech signed deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims ...

19 January 2026

Shenzhen-based UBTech signed deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026 (Bloomberg)

Bloomberg:
Shenzhen-based UBTech signed deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026  —  UBTech Robotics Corp. shares jumped after the China-based humanoid maker received an order from Airbus SE, bolstering the outlook …

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Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem (Palmer Luckey/@palmerluckey)

Palmer Luckey / @palmerluckey:
Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem  —  I have an opinion on the Meta layoffs that is contrary with most of the VR industry and much of the media, but strongly held. This is not a disaster. They still employ the largest team working on VR by about an order of magnitude. Nobody else is even close. The “Meta is

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A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal (Wall Street Journal)

Wall Street Journal:
A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal  —  TSMC has for decades provided a ‘Silicon Shield’ to its namesake island.  Now it sees both business and geopolitical reasons for going big in the U.S.

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OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 to $20B+ in 2025 (Sarah Friar/OpenAI)

Sarah Friar / OpenAI:
OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 to $20B+ in 2025  —  We launched ChatGPT as a research preview to understand what would happen if we put frontier intelligence directly in people's hands.

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18 January 2026

Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a "Claude bender" (Bradley Olson/Wall Street Journal)

Bradley Olson / Wall Street Journal:
Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a “Claude bender”  —  Developers and hobbyists are comparing the viral moment for Anthropic's Claude Code to the launch of generative AI

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Inside the 2026 National Retail Federation conference in New York City, where integrating AI into retail businesses was the overarching theme on the expo floor (New York Times)

New York Times:
Inside the 2026 National Retail Federation conference in New York City, where integrating AI into retail businesses was the overarching theme on the expo floor  —  Stores of all kinds are using artificial intelligence to sell everything from luxury handbags to hay for horses.

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CoinGecko: over 53% of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after Oct. 10 "liquidation cascade" (Helene Braun/CoinDesk)

Helene Braun / CoinDesk:
CoinGecko: over 53% of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after Oct. 10 “liquidation cascade”  —  Over 13.4 million tokens have been erased between mid-2021 and 2025, according to a new analysis by CoinGecko.  —  What to know:

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Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web (Sarah Perez/TechCrunch)

Sarah Perez / TechCrunch:
Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web  —  A report from market intelligence firm Similarweb suggests that Meta's Threads is now seeing more daily usage than Elon Musk's X on mobile devices.

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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.

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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

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