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Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across different parts of the customer's buying process (Ivan Mehta/TechCrunch)

Ivan Mehta / TechCrunch : Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across diffe...

11 January 2026

Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across different parts of the customer's buying process (Ivan Mehta/TechCrunch)

Ivan Mehta / TechCrunch:
Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across different parts of the customer's buying process  —  Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.

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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 …

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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

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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 …

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Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung (Reuters)

Reuters:
Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung  —  India proposes requiring smartphone makers to share source code with the government and make several software changes as part …

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Investigation: Iran's Islamic Revolutionary Guard Corps used two UK-registered companies to move ~$1B in stablecoins since 2023, evading international sanctions (TRM Insights)

TRM Insights:
Investigation: Iran's Islamic Revolutionary Guard Corps used two UK-registered companies to move ~$1B in stablecoins since 2023, evading international sanctions  —  This blog features a case study from TRM's upcoming 2026 Crypto Crime Report.  Be sure to check back in the coming weeks to get your complete copy.

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A look at the history and rise of Markdown, which has been adopted across the tech industry in the decades since its quiet launch in 2004 by John Gruber (Anil Dash)

Anil Dash:
A look at the history and rise of Markdown, which has been adopted across the tech industry in the decades since its quiet launch in 2004 by John Gruber  —  Nearly every bit of the high-tech world, from the most cutting-edge AI systems at the biggest companies, to the casual scraps …

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Newly listed Chinese AI chipmakers Moore Threads, Biren, and MetaX had stellar stock market debuts, but none has sales above 10% of rival Cambricon (Financial Times)

Financial Times:
Newly listed Chinese AI chipmakers Moore Threads, Biren, and MetaX had stellar stock market debuts, but none has sales above 10% of rival Cambricon  —  The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rival

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Analysis: global AI-related companies drove ~40% of benchmark convertible bond index returns in 2025, pushing the amount raised to $166.5B, the most since 2001 (Bloomberg)

Bloomberg:
Analysis: global AI-related companies drove ~40% of benchmark convertible bond index returns in 2025, pushing the amount raised to $166.5B, the most since 2001  —  Companies around the world are issuing convertible bonds at the fastest pace in 24 years, as the development of artificial intelligence spurs a hunt for cheaper financing.

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Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand (Hideaki Ryugen/Nikkei Asia)

Hideaki Ryugen / Nikkei Asia:
Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand  —  TAIPEI — Taiwan's exports to the U.S. exceeded its exports to China, including Hong Kong, for the first time in 26 years in 2025 …

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