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January 19, 2026, 12:30 PM
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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: The Information, eWeek, Exponential View, WebProNews, Neowin, Benzinga, Analytics India Magazine, CTech, and Sadagopan's weblog …
X: @ralph_grabowski, @rohanpaul_ai, @alternatejones, @signulll, @chatgpt21, @benbajarin, @signulll, @firstadopter, @jimcramer, @andrewcurran_, @sundeep, @kimmonismus, @therealadamg, @dr_gingerballs, @bearlyai, @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
| Katherine Doherty / Bloomberg: |
The NYSE plans to use its tech that matches buyers and sellers, plus blockchain networks, to facilitate the 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.| 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 has hit 8M subscribers — Google's improvements to its Gemini AI models are boosting the company's top line. — Over the past year …
X: @jessicalessin, @erinkwoo, and @stocksavvyshay
| 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: Thurrott, 9to5Google, HotHardware, Mashable, Cord Cutters News, GamingBolt, XboxEra, Pure Xbox, Digital Trends, Digit, iPhone in Canada, and Tech4Gamers. Bluesky: @jezcorden.com
| 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 …
More: New York Times, Fox News, New York Post, and RedState
| Axios: |
OpenAI executive Chris Lehane says the startup is “on track” to unveil its first device in H2 2026; reports suggest it won't have a screen and may 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.
More: 9to5Mac, Hindustan Times, and Crypto Briefing
| 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: Road to VR, Business Insider, TechCentral.ie, Futurism, and The Ghost Howls
Forums: r/virtualreality and r/antiwork
| 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
More: Reuters, Taipei Times, The National, Gulf News, Bloomberg, Times of India, New York Times, Wall Street Journal, Dow Jones Newswires, Blockonomi, Business Today, Forbes Middle East, and Daily Sabah. Forums: Slashdot
| 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: Gizmodo, Spyglass, Breitbart, International Business Times, WCSH, NME, PowerfulJRE on YouTube, Business Insider, Deadline, The Hollywood Reporter, Just Jared, The Independent, The A.V. Club, primetimer.com, Entertainment Weekly, Benzinga, and The Week
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/nottheonion, r/NewsOfTheStupid, r/entertainment, r/movies, and r/television
| Counterpoint Research: |
Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% in 2025 due to weak demand after memory shortages increased prices; iPhone shipments rose 28% YoY — Type: — Insight — Team Counterpoint — Counterpoint research is a young and fast growing research firm covering analysis of the tech industry.
More: MacTech.com, Tech in Asia, and DigiTimes
| James Peckham / PCMag: |
Taiwanese media: Asus Chair Jonney Shih says the company won't release any new smartphones in 2026, which may signal the brand's exit from the Android market — Asus won't release any new smartphones in 2026, and that may signal the brand's exit from the Android space altogether.
More: Tech Advisor, 9to5Google, HotHardware, The Verge, Gizmochina, Android Police, PhoneArena, Android Authority, Tech in Asia, Notebookcheck, GSMArena.com, and VideoCardz.com. Forums: r/hardware
| Olivia Solon / Bloomberg: |
The UK Gambling Commission says Meta is letting illegal gambling sites advertise on Facebook and Instagram, calling its ad library a “window into criminality” — Meta Platforms Inc. is turning a blind eye to illegal gambling sites that advertise on Facebook and Instagram, according to the UK's Gambling Commission.
More: Gambling Commission
| Yoolim Lee / Bloomberg: |
Sources: Seoul-based AI chip designer FuriosaAI seeks to raise a $300M-$500M Series D to fund mass production of its 2nd-gen RNGD chip and is eyeing a 2027 IPO — Artificial intelligence chip designer FuriosaAI is seeking to raise as much as $500 million in a funding round … Sponsor Posts
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