Techmeme
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Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (George Hammond/Financial Times)
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Alibaba plans to raise ~$10B in a follow-on share offering to fund AI investments; sources: it plans to offer 710M shares at a 3.6% discount to Friday's close (Reuters)
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Sources: foldable iPhone feels durable, fits well in a pocket, has useful iPad-like app layouts, excels as a camera viewfinder but lacks telephoto and Face ID (Mark Gurman/Bloomberg)
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The careers of Z.ai's Tang Jie and Moonshot AI's Yang Zhilin, once teacher and pupil at Tsinghua University, show that China's AI leap is no sudden development (Raffaele Huang/Wall Street Journal)
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A profile of Judge Yvonne Gonzalez Rogers, who is presiding over US state AGs' social media addiction lawsuit against Meta and oversaw the Musk v. Altman trial (Jeffrey Kopp/CNBC)
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The popularity of risky leveraged chip ETFs in South Korea prompted regulators to cap individual exposure and mandate a weeklong investor education course (Financial Times)
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Sources: Flipkart Minutes, the quick commerce service of Walmart's Flipkart, is now delivering 1.1M-1.2M orders per day, up from ~390K-400K in November 2025 (Jagmeet Singh/TechCrunch)
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Semiconductor cram schools are flourishing in Seoul as applications to Samsung and SK Hynix surge, fuelled by record earnings and eye-catching worker bonuses (Financial Times)
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Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (Robbie Whelan/Wall Street Journal)
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Sources: Iran-linked hackers shut down a small UK power plant for four days, coinciding with a wave of Iran-affiliated attacks on US water utilities (Telegraph)
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Sources and documents detail how Tether's plan to build two bitcoin mining sites in Uruguay fell apart amid a dispute with state utility UTE over power supply (Reuters)
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AI agents' growing capabilities are driving productivity FOMO among some startup founders, who feel compelled to work long hours managing and guiding the agents (Katherine Bindley/Wall Street Journal)
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London-based Inherent, founded by DeepMind alumni and with $50M in seed funding, says its new Faraday agent beats GPT-5.5 at reproducing research paper findings (Anna Heim/TechCrunch)
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Sources: some of Nvidia's top customers have been told that prices will jump 15%+ on systems, including Vera Rubin and Grace Blackwell, starting in early 2027 (Bloomberg)
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Apparel retailers like Zalando, Zara, and ASOS are betting on AI virtual fitting rooms to create a better online shopping experience and cut costly returns (Sonja Wind/Bloomberg)