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January 19, 2026, 10:15 AM
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Mediagazer
memeorandum
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| Sarah Friar / OpenAI: |
OpenAI CFO Sarah Friar says compute grew from 0.2 GW in 2023 to 0.6 GW in 2024 to ~1.9 GW in 2025 and ARR grew from $2B in 2023 to $6B in 2024 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.
More: eWeek, WebProNews, Benzinga, Neowin, Analytics India Magazine, CTech, and Sadagopan's weblog …
X: @rohanpaul_ai, @alternatejones, @signulll, @chatgpt21, @benbajarin, @signulll, @firstadopter, @jimcramer, @andrewcurran_, @sundeep, @kimmonismus, @bearlyai, @therealadamg, @dr_gingerballs, @the_ai_investor, @benitoz, @zephyr_z9, and @vraserx. LinkedIn: Sarah Friar
Forums: r/singularity and r/OpenAI
| The Information: |
Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands — The timing couldn't have been more awkward for Thinking Machines Lab. — On Wednesday, during an all-hands meeting at the AI startup …
More: The Decoder, WinBuzzer, The Information, and The Indian Express
| Jack Dunn / Variety: |
On Joe Rogan's JRE, Matt Damon and Ben Affleck discuss Hollywood and AI; Damon says Netflix wants movies to restate the plot because viewers are on their phones — Matt Damon and Ben Affleck recently appeared on the “Joe Rogan Experience” to promote their new Netflix film “The Rip,” …
More: Spyglass, International Business Times, WCSH, NME, Business Insider, Deadline, Screen Rant, The Hollywood Reporter, PowerfulJRE on YouTube, Just Jared, The Independent, The A.V. Club, primetimer.com, Entertainment Weekly, Daily Mail, Benzinga, The Week, and Fox News
X: @clairlemon, @zymazza, @trungtphan, @pourfairelevide, @forrestpknight, @dead_baseball, @barondestructo, @thecinesthetic, @tom_lsoo, @freightalley, @bearlyai, @lynaldencontact, @andymasley, @lookatmymeat1, @danielrpk, @khuze_elikhulu, @owl_posting, @mattzeitlin, @ross__hendricks, @lthomasnews, @ctachio83984, @andthatsbb, @jackposobiec, @groditid, @jtfoz, @xqc, @robkhenderson, @blackmajikman90, @hdmoviesource, @grummz, @dead_baseball, @colin_gladman, and @dead_baseball. Threads: @carnage4life
Forums: r/NewsOfTheStupid, r/entertainment, r/movies, r/television, r/netflix, r/nottheonion, r/DC_Cinematic, and r/NoShitSherlock
| Financial Times: |
The IMF says the “surprisingly resilient” global economy is at risk of a sharp AI boom reversal, but “the levels of market frothiness” are below the dotcom bust — Fund's chief economist says there are reasons to be concerned about a potential AI correction| Katherine Doherty / Bloomberg: |
NYSE plans to use its tech that matches buyers and sellers, alongside blockchain networks, to facilitate real-time trading of tokenized securities in 2026 — The New York Stock Exchange is building a venue using blockchain technology to allow for trading tokenized stocks and exchange-traded funds around the clock.
More: Business Wire, CoinDesk, The Block, Reuters, Pulse 2.0, Cryptonews, Crypto Briefing, Dow Jones Newswires, Cointelegraph, and Coinpedia Fintech News. Forums: r/wallstreetbets
| Alex Isenstadt / Axios: |
Source: Elon Musk donates $10M to boost pro-Trump Senate candidate Nate Morris, who is seeking to replace Mitch McConnell, in Musk's largest-yet Senate donation — Elon Musk has cut a massive $10 million check to bolster Nate Morris, an outsider, pro-Trump candidate running to succeed retiring …
X: @axios
| Erin Woo / The Information: |
Sources: internal Google data shows Gemini API calls surged from 35B in March 2025 to 85B in August 2025; Google says Gemini Enterprise hit 8M subscribers — Google's improvements to its Gemini AI models are boosting the company's top line. — Over the past year, Google's business selling access … | Palmer Luckey / @palmerluckey: |
Meta's VR layoffs may help the industry long term, as most of the ~1,500 roles worked 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
More: Business Insider, The Ghost Howls, and Futurism
| Jez Corden / Windows Central: |
Sources: Microsoft is preparing to launch a session-based ad-supported Xbox Cloud Gaming tier in 2026; users note Xbox Cloud Gaming now references “ad support” — Users have been noticing that Xbox Cloud Gaming has begun referencing “ad support” while launching games, confirming our earlier report.
More: Screen Rant, GamingBolt, iPhone in Canada, Digit, XboxEra, Pure Xbox, Digital Trends, and Tech4Gamers. Bluesky: @jezcorden.com
| Counterpoint Research: |
Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% YoY for 2025 due to weak demand, rising prices, and memory shortages; iPhone shipments rose 28% — Type: — Insight — Team Counterpoint — Counterpoint research is a young and fast growing research firm covering analysis of the tech industry.
More: Moneycontrol, MacTech.com, WebProNews, Bloomberg, Tech in Asia, and DigiTimes
| Axios: |
OpenAI executive Chris Lehane says the company is “on track” to unveil its first device in the “latter part” of 2026; reports suggest it will be a wearable — OpenAI is “on track” to unveil its first device in the second half of 2026, the company's policy chief, Chris Lehane, said Monday at Axios House Davos.| Bloomberg: |
Shenzhen-based UBTech signs 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 …
More: Tom's Hardware, The Robot Report, South China Morning Post, Tech in Asia, and Dow Jones Newswires. LinkedIn: Ray Wang
| John Sakellariadis / Politico: |
Sources: political appointees at the US CISA blocked Acting Director Madhu Gottumukkala's attempt to oust the agency's Chief Information Officer Robert Costello — The personnel spat began late last Thursday afternoon after Costello was given a so-called management-directed reassignment …
Bluesky: @metacurity.com and @laurenmeidasa
| Bradley Olson / Wall Street Journal: |
Similarweb: Claude's web audience more than doubled YoY in December 2025, as many coders spent their holiday breaks on a “Claude bender” testing Claude Opus 4.5 — Developers and hobbyists are comparing the viral moment for Anthropic's Claude Code to the launch of generative AISponsor Posts
Okara:
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Soxton:
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Zoho:
Team communication in 2026: What's changing, what's fading, and what's next — We're already in 2026, and there's a lot happening. New releases, updated roadmaps, closed tasks—everything is moving quickly.
Team communication in 2026: What's changing, what's fading, and what's next — We're already in 2026, and there's a lot happening. New releases, updated roadmaps, closed tasks—everything is moving quickly.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Lenny's Podcast:
The non-technical PM's guide to building with Cursor | Zevi Arnovitz (Meta)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork's Potential
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Hard Fork:
Jonathan Haidt Strikes Again + What You Vibecoded + An Update on the Forkiverse
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Access:
Building an autonomous car utopia with Rivian's RJ Scaringe
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Nick, Dick and Paul Show:
Three New Influencers
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
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Tools and Weapons with Brad Smith:
Special Edition: Key findings from the Microsoft AI Diffusion Report
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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