Techmeme
January 11, 2026, 4:45 PM

Top News

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 …
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.
Fransiska Nangoy / Reuters:
Terrence O'Brien / The Verge:
Instagram says there was no breach and it fixed an issue that let an external party send password reset emails, after reports that 17.5M users' data was exposed  —  The company claims there was no breach of its systems. … If you're one of the many, many people who received a password reset email …
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
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 …
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 …
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 …
Jaewon Kang / Bloomberg:
Walmart partners with Google to offer AI-enhanced shopping, allowing users to purchase Walmart and Sam's Club items directly on Gemini  —  Walmart Inc. is partnering with Alphabet Inc. to offer AI-enhanced shopping on Google's Gemini platform — part of the retailer's race to apply the technology across its operations.
Andrew Martin / Bloomberg:
Tel Aviv-based Torq, which operates an autonomous AI-powered security operations platform, raised $140M led by Merlin Ventures at a $1.2B valuation  —  The Israeli cybersecurity startup Torq is planning to announce Sunday that it has closed a $140 million funding round, raising its valuation to $1.2 billion.
More: Reuters and Pulse 2.0

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Earlier Picks

Vicky Ge Huang / Wall Street Journal: