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)
TechCrunch
Google announces a new protocol to facilitate commerce using AI agents | TechCrunch
Google said that merchants can now offer discounts to users directly in AI mode results.
Techmeme
Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support
By Ivan Mehta / TechCrunch. View the full context on Techmeme.
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)
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Google introduces new personalized ads in its Gemini-powered AI Mode, letting advertisers offer exclusives for users preparing to buy a product
By Cristina Criddle / Financial Times. View the full context on Techmeme.
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)
Apple-TSMC: The Partnership That Built Modern Semiconductors
Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
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A detailed look at the Apple-TSMC relationship: Apple
From SemiAnalysis. View the full context on Techmeme.
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)
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Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the
By Toby Nangle / Financial Times. View the full context on Techmeme.
Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung (Reuters) https://www.reuters.com/world/china/india-proposes-forcing-smartphone-makers-give-source-code-security-overhaul-2026-01-11/
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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
From Reuters. View the full context on Techmeme.
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)
How Markdown took over the world - Anil Dash
A blog about making culture. Since 1999.
Techmeme
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
From Anil Dash. View the full context on Techmeme.
Investigation: Iran's Islamic Revolutionary Guard Corps used two UK-registered companies to move ~$1B in stablecoins since 2023, evading international sanctions (TRM Insights)
How Two UK-registered Companies Moved Over a Billion in Stablecoins for the IRGC | TRM Blog
Two UK exchanges linked to Iran’s IRGC moved ~USD 1B in crypto—underscoring how sanctioned actors are building infrastructure, not just abusing...
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Investigation: Iran
From TRM Insights. View the full context on Techmeme.
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)
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Newly listed Chinese AI chipmakers Moore Threads, Biren, and MetaX had strong stock market debuts, but none has sales worth more than a tenth of rival Cambricon
From Financial Times. View the full context on Techmeme.
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.com
AI Spending Boom Fuels 24-Year High for Convertible Bond Deals
Companies around the world are issuing convertible bonds at the fastest pace in 24 years, as the development of artificial intelligence spurs a hun...
Techmeme
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
From Bloomberg. View the full context on Techmeme.
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)
Nikkei Asia
Taiwan exports to US overtake those to China on AI tech demand
Wider goods trade surplus in 2025 stokes worries over Trump tariff pressure
Techmeme
Taiwan
By Hideaki Ryugen / Nikkei Asia. View the full context on Techmeme.