Techmeme
January 21, 2026, 9:20 AM

Top News

Alex Heath / Sources:
Demis Hassabis says there aren't “any plans” to put ads in Gemini and, in response to OpenAI testing ads, says “maybe they feel they need to make more revenue”  —  During our convo in Davos, Demis Hassabis and I chatted about ads in AI, Google's new deal with Apple, humanoids, and Gemini 4.
The Information:
Sources: OpenAI begins offering its chatbot ads to dozens of advertisers, initially charging per ad view, not per ad click, and asks them for <$1M commitments  —  OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people familiar with the matter.
Juby Babu / Reuters:
OpenAI rolls out age prediction on ChatGPT globally to identify under-18 users and to apply automatic content protections, as it prepares to add adult content  —  OpenAI on Tuesday said it is rolling out age prediction on ChatGPT globally, to determine whether an account is likely owned by a minor …
Lucas Shaw / Bloomberg:
Netflix reports Q4 revenue up 18% YoY to $12B, vs. $11.97B est., 325M paid subscribers, 2025 revenue up 16% to $45.2B, plans to up content spend by 10% in 2026  —  Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …
Caitlin Huston / The Hollywood Reporter:
Theo Wayt / The Information:
Elon Musk and Sam Altman clashed on X after Musk shared a post about a man who committed a murder-suicide following delusional conversations with ChatGPT  —  Elon Musk and Sam Altman traded barbs on X this week over media reports of deaths linked to OpenAI's ChatGPT and other AI-related safety issues.
Bloomberg:
OpenAI says it will cover the costs of developing energy-related infrastructure at its Stargate data centers to ensure they don't raise consumers' utility bills  —  OpenAI said it will pay for the costs of developing energy-related infrastructure required by its Stargate data centers …
Mauro Orru / Wall Street Journal:
At Davos, Jensen Huang says AI is already bringing economic benefits and needs more investment, and an “AI bubble comes about because the investments are large”  —  Jensen Huang called for higher investments to further spread the technology across developed and emerging economies
Lucas Ropek / TechCrunch:
X says it has open sourced its “core recommendation system” on GitHub and that the system “ranks everything using a Grok-based transformer model”  —  In 2023, the website then known as Twitter partially open sourced its algorithm for the first time.
Simon P. Couch:
A programmer estimates his typical day of coding with Claude Code is equivalent to running the dishwasher an extra time, much more energy than a “median query”  —  Most of the discourse about the environmental impact of LLM use focuses on a ‘median query.’ What about a Claude Code session?
Nikou Asgari / Financial Times:
Galaxy Digital plans to launch a hedge fund in Q1 2026 investing up to 30% in crypto tokens and the rest in financial stocks; sources say it has raised $100M  —  Billionaire's firm plans portfolio to profit from rising and falling prices, following sharp sell-off in digital assets sector
April Rubin / Axios:
The US DOJ says at least two DOGE employees accessed Social Security data that was off-limits under a court ruling and shared agency data on third-party servers  —  - At least two DOGE employees, the filing reveals, were in touch with a political advocacy group that asked them to analyze data …
Yi-Ling Liu / Wired:
China's Cyberspace Administration requires firms to file their AI tools in a public algorithm registry, creating a detailed map of the country's AI ecosystem  —  How the Cyberspace Administration of China inadvertently made a guide to the country's homegrown AI revolution.
More: WebProNews
Bloomberg:
Chinese AI startup Zhipu says it is limiting GLM Coding Plan access after strong demand, taking only 20% of its current daily new subscriptions from January 23  —  China's Zhipu is limiting access to its coding assistant after strong demand for a new AI model siphoned off computing resources.
Gené Teare / Crunchbase News:
European VC funding rose 9% YoY to hit $58B in 2025, below North America's 46% YoY rise; AI led with $17.5B, followed by biotech's $13.4B and hardware's $10.8B  —  Venture funding to Europe-based startups last year gained only slightly, around 9% year over year, reaching $58 billion …
More: PitchBook
Wen-Yee Lee / Reuters:
GlobalWafers Chair Doris Hsu says the Taiwanese silicon wafer maker is preparing for phase two of its Texas plant, after unveiling plans to invest an extra $4B  —  Taiwanese silicon wafer manufacturer GlobalWafers (6488.TWO) is preparing for the phase two expansion of its plant in the U.S. state of Texas …
More: Focus Taiwan
Jody Godoy / Reuters:
The US FTC files a notice to appeal a November 2025 ruling that found Meta did not hold an illegal monopoly by acquiring Instagram and WhatsApp  —  The U.S. Federal Trade Commission is seeking to revive its case accusing Facebook parent company Meta Platforms (META.O) of bolstering …
Francesca Maglione / Bloomberg:
US colleges like Virginia Tech and Georgia Tech are using AI to streamline admissions; Virginia Tech says AI that scores essay questions saved ~8,000 hours  —  Some schools have even used AI to guard against AI.  —  Thousands of students will get their college decisions faster this year because of artificial intelligence.

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Featured Podcasts

Channels with Peter Kafka:
Chuck Klosterman on Why Football Owns TV (and Why It Won't Forever)
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
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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.
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Juli Clover / MacRumors: