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Techmeme
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, WebProNews, Neowin, Benzinga, Analytics India Magazine, CTech, and Sadagopan's weblog …
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 …
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, Business Today, The National, Forbes Middle East, Dow Jones Newswires, Gulf News, Bloomberg, Times of India, New York Times, Wall Street Journal, Blockonomi, and Daily Sabah. Forums: Slashdot
OpenAI executive Chris Lehane says the company is “on track” to unveil its first device in the “latter part” of 2026; reports suggest it will 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.
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 …
NYSE plans to use its tech that matches buyers and sellers, alongside blockchain networks, to facilitate 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.
Sources: internal Google data shows Gemini API calls surged from 35B in March 2025 to 85B in August 2025; Google says Gemini Enterprise hit 8M subscribers — Google's improvements to its Gemini AI models are boosting the company's top line. — Over the past year, Google's business selling access …
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: HotHardware, GamingBolt, Digit, iPhone in Canada, XboxEra, Pure Xbox, Digital Trends, and Tech4Gamers. Bluesky: @jezcorden.com
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: Spyglass, Breitbart, International Business Times, WCSH, NME, Business Insider, Deadline, The Hollywood Reporter, PowerfulJRE on YouTube, Just Jared, The Independent, The A.V. Club, primetimer.com, Entertainment Weekly, Benzinga, and The Week
Shenzhen-based UBTech Robotics signed deals to sell its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10K units in 2026 — UBTech Robotics Corp. shares jumped after the China-based humanoid maker received an order from Airbus SE …
Sources: political appointees at the US CISA blocked Acting Director Madhu Gottumukkala's attempt to oust the agency's Chief Information Officer Robert Costello — The personnel spat began late last Thursday afternoon after Costello was given a so-called management-directed reassignment …
Q&A with FedEx CEO Raj Subramaniam, only the second CEO in the company's history, on humanoid robots, automation, AI, drones, US-China trade tensions, and more — Raj Subramaniam took over three years ago from FedEx's founder, who ran the company for nearly 50 years.
Jeremy Fuster / The Wrap:
Matthew Keys / TheDesk.net:
More: The Economic Times. LinkedIn: Thomas Ross, Mathias Cohen, and Kim Bhasin. Bluesky: @janerosenzweig
More: 9to5Google, Engadget, Moneycontrol, MacRumors, 9to5Mac, WebProNews, The Verge, The Mac Observer, Android Headlines, PhoneArena, Digit, Ukrainian National News, PYMNTS.com, Analytics Insight, Forbes, Gizmodo, and Irish Independent
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January 19, 2026, 11:15 AM
Enter Techmeme snapshot date and time:
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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.
X: @ralph_grabowski, @rohanpaul_ai, @alternatejones, @signulll, @chatgpt21, @benbajarin, @signulll, @firstadopter, @jimcramer, @andrewcurran_, @sundeep, @kimmonismus, @bearlyai, @therealadamg, @dr_gingerballs, @the_ai_investor, @benitoz, @zephyr_z9, and @vraserx. LinkedIn: Sarah Friar
Forums: r/singularity and r/OpenAI
More:
Stephanie Palazzolo / The Information: OpenAI CFO Says Revenue Has Grown With Compute
Aminu Abdullahi / eWeek: OpenAI's Revenue Climbs Past $20B as Compute Expansion Powers Rapid Growth
Zane Howard / WebProNews: OpenAI's $20 Billion Revenue Sprint: Compute Boom Fuels Growth, But $17 Billion Burn Looms
Pradeep Viswanathan / Neowin: OpenAI CFO defends spending: Revenue triples to $20B alongside compute growth
Ananya Gairola / Benzinga: OpenAI's Revenue Soars Past $20 Billion After 233% Jump—But Explosive Growth Comes With Massive Compute Costs And A $17 Billion Burn Rate
X:
Ralph Grabowski / @ralph_grabowski: A reminder that ‘annualized’ revenue means taking the best month out of the year, and multiplying that by 12. It is always going to be a higher number than ‘annual’ revenue. That @OpenAI felt it needed to talk annualized tells us how much pressure it's under to _show_ growth.
Rohan Paul / @rohanpaul_ai: OpenAI CFO Sarah Friar just published OpenAI Strategy and Growing Metrics. Compute rose from 0.2GW in 2023 to 0.6GW in 2024 to ~1.9GW in 2025, about 3x each year. Annual recurring revenue (ARR), rose in step from $2B to $6B to $20B+, about 10x in 2 years. The earlier [image]
Alternate Jones / @alternatejones: “Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025.” This is never-before-seen growth at such scale. 🤯🤯🤯 https://openai.com/...
@signulll: openai now hitting ~$20b annualized revenue basically validates their early 3x every year claim. that part aged well & it is impressive but not shocking. they project ~$100b in ~3 years, which implies ~2x yoy from here. that's a very different slope esp for a household name [image]
Chris / @chatgpt21: 🚨 OpenAI CFO Sarah Friar just posted a huge update on revenue: $20B+ ARR. The article went onto say: “Compute grew ~3x year over year (0.2 GW in 2023, 0.6 GW in 2024, ~1.9 GW in 2025). Revenue followed the same curve: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025.” If ARR [image]
Ben Bajarin / @benbajarin: “Compute is the scarcest resource in AI.” Revenue mapping to compute checks out with lots of vendors we talk to. Good to see it publicized. https://openai.com/... [image]
@signulll: obviously this didn't factor ads. let's talk about ads cuz ads inside chatgpt will be insane (i have posted about this on my substack). meta made ~$58 per user in 2025 purely from ads. now imagine openai hits ~1b free users in 2026 (800m weekly right now, so this is
Tae Kim / @firstadopter: New numbers and comments from @OpenAI CFO: “Compute is the scarcest resource in AI.” “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs.” “Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in [image]
Jim Cramer / @jimcramer: Coherent attempt to be B to C goes to B to B. I like its challenge to Google and Anthropic. Need Musk suit to go away to see $750B ...imho https://openai.com/...
Andrew Curran / @andrewcurran_: From the OpenAI post: 'Compute grew 3X year over year or 9.5X from 2023 to 2025. While revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025. This is never-before-seen growth at such scale. And we firmly believe that more compute in these periods [image]
@kimmonismus: OpenAI now reports annualized revenue of over $20 billion while the compute scales 3x per year. [image]
@bearlyai: OpenAI CFO shared new financials for the startup and revenue is almost directly correlated to compute. Revenue for 2025 hit $20B+, a 3x increase from 2024 ($6B) and 10x since 2023 ($2B). Compute at end 2025 was 1.9GW, a 3x increase from 2024 (0.6GW) and 9.5x since 2023 (0.2GW). [image]
@therealadamg: https://openai.com/... “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization. Investment in compute powers leading-edge [image]
@dr_gingerballs: Hi everyone who says AI compute is getting cheaper. OpenAI has made about $1.20 per kWh of compute each year for the last 3 years. Zero cost reduction in 3 years. Conveniently, takes about 1 kW to run an H100, so they make $1.20 per GPU hour. Reserved instances run anywhere
@the_ai_investor: OpenAI's CFO shared that over the past three years, its revenue has directly tracked available compute. This was exactly my thesis earlier, back when the AI bubble narrative was at its peak when Sam Altman refused to answer the $1.4T question. Compute grew 3× year over year, or [image]
Ben Pouladian / @benitoz: OpenAI's CFO just published the most important chart in AI. Compute: 0.2 → 0.6 → 1.9 GW (3x/year) Revenue: $2B → $6B → $20B (3x/year) “More compute would have led to faster monetization.” While SaaS multiples have collapsed from 50x to 10-15x, OpenAI is raising at 65x [image]
LinkedIn:
| 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:
Maximilian Schreiner / The Decoder: Thinking Machines could face tough questions from investors after talent exodus
Markus Kasanmascheff / WinBuzzer: Two Thinking Machines Lab Co-founders Return to OpenAI Amid Allegations of Unethical Conduct
Nick Wingfield / The Information: Thinking Machines Departures Could Complicate Fundraising
X:
Mastodon:
Dare Obasanjo / @carnage4life@mas.to: Thinking Machines has had an exodus of co-founders going back to OpenAI. What's been particularly messy is the startup has leaked multiple negative reasons for why they were “fired”. — I suspect this will be the next big acquihire by a big tech. The company seems to be imploding. …
| 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 correctionMore:
Sarmad Khan / The National: Middle East set to track steady global growth trend but risks remain, IMF says
Julian Nabil / Forbes Middle East: IMF Raises 2026 Global Growth Forecast, Sees Steady Expansion In Middle East
Paul Hannon / Dow Jones Newswires: IMF Sees Stronger Growth, But Sounds Warning on Higher Tariffs and AI Correction — Update
Nivetha Dayanand / Gulf News: IMF raises 2026 global growth forecast to 3.3% on AI surge
Jorgelina Do Rosario / Bloomberg: IMF Warns AI, Trade Pose Risks to Solid Global Growth Outlook
Times of India: India growth outlook: IMF lifts India's 2025 growth forecast to 7.3%; stronger earnings, global resilience offset tariff shocks
Alan Rappeport / New York Times: I.M.F. Raises Forecast for Global Growth as Tariff Drag Fades
Forums:
| Axios: |
OpenAI executive Chris Lehane says the company is “on track” to unveil its first device in the “latter part” of 2026; reports suggest it will 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.| 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:
Theodore Schleifer / New York Times: Elon Musk Spends $10 Million to Help Nate Morris in Kentucky Senate Race
X:
Bluesky:
| Katherine Doherty / Bloomberg: |
NYSE plans to use its tech that matches buyers and sellers, alongside blockchain networks, to facilitate 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.More:
Olivier Acuna / CoinDesk: NYSE targets weekend investors with new blockchain platform for 24/7 stock trading
Emily Jarvie / Proactive: NYSE parent unveils platform for round-the-clock tokenized securities trading
Yana Khlebnikova / Coinspeaker: NYSE Unveils 24/7 Tokenized Securities Trading Platform
Anshuman Tripathy / Reuters: NYSE-parent Intercontinental Exchange develops platform for 24/7 tokenized securities trading
Amit Chowdhry / Pulse 2.0: New York Stock Exchange Develops Tokenized Securities Trading And On-Chain Settlement Platform
Adriano Marchese / Dow Jones Newswires: NYSE Plans Move Into Blockchain With Tokenized-Securities Trading Platform
Vivian Nguyen / Crypto Briefing: NYSE, ICE develop tokenized securities platform with 24/7 trading and instant settlement
| 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 hit 8M subscribers — Google's improvements to its Gemini AI models are boosting the company's top line. — Over the past year, Google's business selling access … | 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:
Alan Velasco / HotHardware: Xbox Cloud Gaming Is Getting An Ad-Supported Tier For Timed Play Sessions
Joelle Daniels / GamingBolt: Xbox Cloud Gaming Will Get Ad-Supported Tier This Year - Rumour
Bhaskar Sharma / Digit: Xbox Cloud Gaming may soon let players stream games for free, but there's a catch
Steve Vegvari / iPhone in Canada: Ad-Supported Xbox Cloud Gaming Tier May be on its Way
| 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:
Thibault Spirlet / Business Insider: Palmer Luckey says Meta's VR layoffs aren't a ‘disaster’ — and fix a problem critics aren't talking about
Skarredghost / The Ghost Howls: The Meta layoffs, the VR Winter, the XR outlook
X:
Palmer Luckey / @palmerluckey: The people acting like I am some stooge who will obviously agree with everything Meta does need to read a history book or something, jfc Oculus had a strong internal mandate to NOT be Nintendo and instead build things that build the ecosystem. Returning to that is good.
Palmer Luckey / @palmerluckey: @jmdagdelen I am aware, and I am also very much aware of how most independent developers feel about that particular team. It isn't fair to put all the blame on individuals vs overall strategy, but there are very few people who think highly of the org or how it was built in recent years.
Ryan / @ryansprague: That's a nice response, I still believe Meta made a big mistake and killed the golden goose when they fired him because they couldn't tolerate his conservative politics. If they kept him it would have worked because he has the passion, leadership skills and knowledege to make it
Mastodon:
Max Leibman / @maxleibman@beige.party: The headline gets it exactly right. The concept of VR didn't fail. The Meta Quest as a line of devices didn't fail. Zuckerberg's vision failed. — Meta constantly breaks or deprecates useful features and pushes modes of use that users don't care about. Their VR aesthetics are increasingly by and for people with no taste. …
| 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,” …
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, r/television, r/netflix, and r/DC_Cinematic
More:
M.G. Siegler / Spyglass: My Boy's Wicked Smart on AI
Alana Mastrangelo / Breitbart: Matt Damon: Netflix Wants the Plot Explained 3 or 4 Times in Movies for Viewers Watching While Scrolling on Their Phones
Jim Manzon / International Business Times: Matt Damon Explains Why Netflix Movies Feel Different on Your Phone — Streaming Incentives and Studio Reactions
Krys Shahin / WCSH: Matt Damon: Netflix wants movies to restate plot ‘three or four times’ for viewers on their phones
Sam Warner / NME: Netflix tells directors to repeat plot for people using phones while watching, says Matt Damon
Lloyd Lee / Business Insider: Matt Damon says Netflix wants to make action movies differently to account for shorter attention spans
Glenn Garner / Deadline: Matt Damon Explains How Audiences' Low Attention Spans Influenced Netflix's Rule For “How You Make Movies”
Lexi Carson / The Hollywood Reporter: Matt Damon Says Netflix Wants Plots Reiterated “Three or Four Times in the Dialogue” for Phone-Distracted Viewers
Just Jared: Matt Damon Says Netflix Movies Repeat Plot Points Because People Are on Their Phones While Watching
Adam White / The Independent: Matt Damon and Ben Affleck confirm bleak, bizarre rumour about Netflix original movies
William Hughes / The A.V. Club: Matt Damon says Netflix asks creators to repeat the plot “three or four times” for people on their phones
Sudipta Sinha / primetimer.com: The Rip actor Matt Damon says Netflix asks writers to repeat the story many times because viewers are often distracted
Mekishana Pierre / Entertainment Weekly: Matt Damon says Netflix wants plot repeated 3 or 4 times in movies for viewers watching while on their phones
X:
Claire Lehmann / @clairlemon: So much culture is downstream of economics
@zymazza: And then I'm on my phone because this movie is boring and they're just reiterating the same plot points 3-4x
Trung Phan / @trungtphan: Matt Damon and Ben Affleck on Rogan taking about how Netflix has changed filmmaking. A major considerations is dealing with distracted viewers. To keep them tuned in, “you re-iterate the plot 3-4x in the dialogue because people are on their phones.” Then, in action films, you [video]
Jon Repetti / @pourfairelevide: this is how basically all TV shows and TV movies have always been written except for a tiny subset of prestige programs on a few cable networks. if we just accepted that Netflix is just TV by other means a lot of you could finally relax
Forrest / @forrestpknight: Honestly, Ben Affleck actually knowing AI and the landscape caught me off guard, but as a writer, makes sense. Great takes across the board. [video]
@dead_baseball: Had roommates that had never seen Die Hard so I decided to watch it with them. The entire movie they're doing chores and on their phones. At the end of the movie, one of them said “I didn't like it.” I asked him “why did the bad guys hold the building hostage?”...
@barondestructo: I prefer shows that repeatedly spoon feed me their plots as if I were a time traveling narcoleptic imbecile from the 17th century experiencing film and television for the first time.
@thecinesthetic: Matt Damon and Ben Affleck on Rogan taking about how Netflix has changed filmmaking. “you re-iterate the plot 3-4x in the dialogue because people are on their phones.” [video]
Tom van der Linden / @tom_lsoo: Two guys who actually should have their own podcast
Craig Fuller / @freightalley: Affleck has a better grasp on the limitations and issues in AI than 99% of the VCs that are actively investing in the space
@bearlyai: Ben Affleck also went off on AI in Hollywood: ▫️LLM fim script outputs are mid ("by its nature, [the models go] to the mean, the average") ▫️but they are useful tools for research ▫️doesn't think it'll ever make a film whole cloth ▫️it's a tool just like VFX and will be useful [video]
Lyn Alden / @lynaldencontact: The idea of changing around movie craft to accommodate viewer distraction is so depressing.
Andy Masley / @andymasley: It's crazy how this is better than 95% of popular AI commentary but unfortunately imo still incorrect. Seems like he's thinking about it a ton tho
Johann / @lookatmymeat1: Ever notice in Stanger Things how every season theres a scene where they all gather in a room and literally describe not only the plan but what they're doing EXACTLY at that moment
Daniel Richtman / @danielrpk: Oh so that rumor about Netflix was true 😐
@khuze_elikhulu: This is another reason why he was the perfect Batman. Coz he's actually smart. That line about AI being horrible because by its nature it always trends towards the mean? Excellent.
@owl_posting: you could make an argument that his take here is too strong, but you can viscerally feel that some of the distaste to this video is directly stemming from surprise that someone so seemingly out-group Knows Stuff, so people must now up the ante to prove that he, in actuality,
Matthew Zeitlin / @mattzeitlin: You must understand this: he's the smart one
Ross Hendricks / @ross__hendricks: Everyone slowly, then all at once, coming to the same realization that the AI hype is exactly that... hype. Used to justify trillions in capex that will likely never see a return.
Luke Thomas🏋️ / @lthomasnews: This is depressing.
Chris Tachio / @ctachio83984: the video of him speaking really good spanish with all the native inflections and stuff was somewhat surprising to me at the time but when i see this video with the sound off i feel like his body language fits his spanish voice a lot better than his english one
Jacob / @andthatsbb: Actual film writers and directors have to operate like youtubers now we really fucked everything up
Jack Posobiec / @jackposobiec: I can't get enough of this type of content. Entertainment is a business. People need to understand that more
@groditid: i'm glad i am not imagining things because netflix originals mostly became unwatchable because of this. everything is spelled out multiple times, as if they do not trust you with being able to do any of the work yourself. ironically, it makes me turn things off in annoyance
Joe Osborne / @jtfoz: @DiscussingFilm Kinda pathetic that people can't sit through a movie without being on their phones the whole time.
@xqc: @Variety Good take. I've been watching (too much) Netflix shows and every single time there is a mystery or a secret, I start theorizing what it could be and by the time I have my answer, the shows will just give me the answer for free and re-explain it again when relevant. It's lame.
Rob Henderson / @robkhenderson: Yes endless exposition has made many shows unwatchable.
@hdmoviesource: This is why I go to the theater. I want a movie, not a checklist to keep distracted viewers caught up.
@grummz: This is depressing. Movies refactored for instance grab zero attention span. Art drained for algo.
@dead_baseball: A basic premise of the movie that anyone could answer if they paid attention for a minute at any point. Couldn't answer. What bothers me is not that they didn't watch or pay attention to Die Hard... it's that one of them said Die Hard was bad when he didn't really watch it.
Threads:
Dare Obasanjo / @carnage4life: Matt Damon talks about how Netflix designs movies around distracted couch watching. Front-load the big action scene in the first 5 minutes to keep people from bouncing versus the end in a theatrical release and repeat the plot 3-4 times in dialogue because people are on their phones while watching.
Forums:
r/nottheonion: Matt Damon Says Netflix Wants Movies to Restate the ‘Plot Three or Four Times in the Dialogue’ Because Viewers are on 'Their Phones While They're Watching'
r/NewsOfTheStupid: Matt Damon Says Netflix Wants Movies to Restate the ‘Plot Three or Four Times in the Dialogue’ Because Viewers are on 'Their Phones While They're Watching'
r/entertainment: Matt Damon Says Netflix Wants Movies to Restate the ‘Plot Three or Four Times in the Dialogue’ Because Viewers are on 'Their Phones While They're Watching'
r/movies: Matt Damon Says Netflix Wants Movies to Restate the Plot Three or Four Times in the Dialogue Because Viewers are on Their Phones While They're Watching
r/television: Matt Damon Says Netflix Wants to Restate the ‘Plot Three or Four Times in the Dialogue’ Because Viewers are on 'Their Phones While They're Watching'
| Counterpoint Research: |
Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% YoY for 2025 due to weak demand, rising prices, and memory shortages; iPhone shipments rose 28% — Type: — Insight — Team Counterpoint — Counterpoint research is a young and fast growing research firm covering analysis of the tech industry.
Okara:
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.Sponsor Post
| Bloomberg: |
Shenzhen-based UBTech Robotics signed deals to sell its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10K units in 2026 — UBTech Robotics Corp. shares jumped after the China-based humanoid maker received an order from Airbus SE … | John Sakellariadis / Politico: |
Sources: political appointees at the US CISA blocked Acting Director Madhu Gottumukkala's attempt to oust the agency's Chief Information Officer Robert Costello — The personnel spat began late last Thursday afternoon after Costello was given a so-called management-directed reassignment … Bluesky:
Cynthia Brumfield / @metacurity.com: “Another former senior DHS official with knowledge of fallout at CISA last week said the effort to remove Costello was particularly alarming to CISA staff because Costello is seen as one of the agency's top remaining technical talents.” [embedded post]
Lauren Ashley Davis / @laurenmeidasa: Acting CISA chief sought ouster of agency's chief information officer — Other senior political appointees at the Cybersecurity and Infrastructure Security Agency were not happy about the move, and they ultimately helped undo it. — www.politico.com/news/2026/01...
| Jordyn Holman / New York Times: |
Q&A with FedEx CEO Raj Subramaniam, only the second CEO in the company's history, on humanoid robots, automation, AI, drones, US-China trade tensions, and more — Raj Subramaniam took over three years ago from FedEx's founder, who ran the company for nearly 50 years.Sponsor Posts
Okara:
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Soxton:
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
AI-powered law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Zoho:
Team communication in 2026: What's changing, what's fading, and what's next — We're already in 2026, and there's a lot happening. New releases, updated roadmaps, closed tasks—everything is moving quickly.
Team communication in 2026: What's changing, what's fading, and what's next — We're already in 2026, and there's a lot happening. New releases, updated roadmaps, closed tasks—everything is moving quickly.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Lenny's Podcast:
The non-technical PM's guide to building with Cursor | Zevi Arnovitz (Meta)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork's Potential
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Hard Fork:
Jonathan Haidt Strikes Again + What You Vibecoded + An Update on the Forkiverse
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
Access:
Building an autonomous car utopia with Rivian's RJ Scaringe
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Nick, Dick and Paul Show:
Three New Influencers
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Tools and Weapons with Brad Smith:
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.
Subscribe to Tools and Weapons with Brad Smith.
Newest
Axios:
OpenAI executive Chris Lehane says the company is “on track” to unveil its first device in the “latter part” of 2026; reports suggest it will be a wearableFind
60 minutes ago
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 marketFind
1½ hours ago
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 hit 8M subscribersFind
2 hours ago
Katherine Doherty / Bloomberg:
NYSE plans to use its tech that matches buyers and sellers, alongside blockchain networks, to facilitate real-time trading of tokenized securities in 2026Find
2½ hours ago
Bloomberg:
How a16z found success with 2024's $1.25B AI infrastructure fund, focusing on early funding and the largest investments at ~$60M, as it expands the fund to $3BFind
3 hours ago
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”Find
3½ hours ago
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 donationFind
4 hours ago
From Mediagazer
Isabella Simonetti / Wall Street Journal:Jeremy Fuster / The Wrap:
Matthew Keys / TheDesk.net:
Upcoming Tech Events
More News
| James Peckham / PCMag: |
More:
Ben Schoon / 9to5Google: Asus confirms it will ‘no longer’ make Android smartphones as it shifts focus to AI
Paul Lilly / HotHardware: ROG Gaming Phone And Zenfone Future In Doubt As ASUS Puts New Models On Ice
Dominic Preston / The Verge: Asus may have made its last phone — The company is reportedly exiting the Android market.
Andy Boxall / Android Police: Asus chairman says it's done with making phones. Here's why it's such bad news
Anvinraj Valiyathara / Gizmochina: Asus to stop expanding phone lineup, turns attention to AI and robotics
Tsveta Ermenkova / PhoneArena: Asus really pulls back from Android phones, but something new is brewing
Adamya Sharma / Android Authority: Here's why ASUS won't make any phones this year — and maybe never again
| Suvashree Ghosh / Bloomberg: |
More:
Isabella Flores / CryptoNinjas: $100B Erased in 12 Hours as Bitcoin, Ethereum, and Altcoins Sink in Sudden Crypto Sell-Off
Kenrodgers Fabian / The Crypto Times: Crypto Liquidations Hit $864 Million Amid Sharp Market Downtrend
| Maggie Eastland / Bloomberg: |
More:
Adam Clark / Barron's Online: Micron to Buy Chip Plant for $1.8 Billion. Why That Raises Market Concerns.
Aiko Gao Ishida / Tech in Asia: Micron warns global memory shortage will continue through 2026
| Andrew Cunningham / Ars Technica: |
Earlier Picks
| Wall Street Journal: |
More:
Sean Scanlan / Taiwan News: TSMC responds to Taiwan-US tariff deal
Jim Thomas / NewsMax.com: Taiwan Deal Fuels Semiconductor Growth in Ariz.
| Bradley Olson / Wall Street Journal: |
More:
X:
@jasonlk: I was one, albeit using Claude inside @Replit Built https://founderscape.ai/ game (startup simulator, try it!) over the holidays Too fun not to ...
LinkedIn:
Bluesky:
Andy Tseng / @andytseng: We've recently started using Claude Enterprise at work, and I'm getting the same vibe many of our users are talking about, especially with Claude Code. It feels genuinely useful in day-to-day work, not just hype. — #AI #Anthropic #Claude #GenAI — Gift Link: www.wsj.com/tech/ai/anth...
| New York Times: |
Forums: r/technology and Slashdot
LinkedIn:
Thomas Ross: How is AI Changing the Buying Process? — We're not heading into an AI-driven buying world. — We're already living in it. — AI agents are now: …
Bluesky:
Jane Rosenzweig / @janerosenzweig: Reminds me of the Khanmigo example of a student chatting with a Gatsby bot who was excited when the bot answered her question even though the answer sounded like an AP study guide. If “Ralph” tells you to wear something do you care that it's not actually Ralph? www.nytimes.com/2026/01/17/b... [image]
| Sarah Perez / TechCrunch: |
More:
Hartley Charlton / MacRumors: Threads Usage Overtakes X on Mobile
Sara Donnelly / WebProNews: Meta's Threads Surpasses X with 141.5M Daily Mobile Users
Jess Weatherbed / The Verge: Threads overtakes X on mobile, but still lags far behind
Tyler Lee / Android Headlines: Threads Beats X in Daily Mobile Users as Meta's Social Platform Gains Momentum
Tsveta Ermenkova / PhoneArena: If you're still on X, you're becoming the minority (at least on mobile)
X:
Andrea Bosoni / @theandreboso: [Jan. 6] @Martinoleary A few people I talked to said they use it and they really like it so I guess I'll be taking a closer look...
Geoffrey Miller / @gmiller: @BriannaWu Never heard of threads, no idea what it is.
Jeremiah Johnson / @jeremiahdjohns: @BriannaWu This chart floats around, but genuinely I have never heard any person IRL talk about Threads. I never see Threads posts pop up on other platforms like X, TikTok or Reddit. It has created no cultural moments I've ever seen.
Claire Lehmann / @clairlemon: Wow, interesting. I never go there, but probably should. https://x.com/...
Andrea Bosoni / @theandreboso: [Jan. 6] I wasn't expecting this. According to Similarweb Threads has now more daily active users than X. Anyone knows if there is an active community of founders and marketers on it? The trend looks on the rise. I guess it's time to give it another try. [image]
John Aziz / @aziz0nomics: @clairlemon It's a Zuckerbergian Potemkin village made up of harvested traffic from Facebook and Instagram.
John Aziz / @aziz0nomics: @BriannaWu Facebook showing Threads posts to FB and Instagram users isn't real traffic.
@boredelonmusk: I say this with no hyperbole...not a single person I know uses Threads regularly. So this is either bogus data, or I'm incredibly out of touch with the modern internet. [image]
Jeremiah Johnson / @jeremiahdjohns: @BriannaWu It's got some level of engagement, sure, but every time I go there it feels like posting through a gas leak. I think a significant part of this has to be Meta juicing the stats via IG/FB.
Jane Manchun Wong / @wongmjane: My takeaway having been posting both here and [Meta's side project] for a while (now that their DAU is edging out, per TechCrunch): On X, the network effect is still strong, especially for the SF startup scene On the other site, the demographic is more diverse but less focused
Bluesky:
Dare Obasanjo / @carnage4life: So far this year Threads has had 143.2M daily users on mobile devices versus 126.2M on X according to SimilarWeb. This is a -11.9% year-over-year decline for X and +37.8% growth for Threads. — While I've never doubted Threads would outgrow X, I'm shocked it still has over 100M daily users today.
Threads:
Elio Morillo / @thespacemechanic: Threads is absolutely not a side project 😂
Marcelo Calbucci / @calbucci: I post similar content across social media. In order of engagement: LinkedIn > Threads > Bluesky > X. Threads diversify what I see on my stream, which means my posts show up for more people as well. X is more about pushing big accounts' content. Community is dead on X.
Tom Gara / @tomgara: I've always been pretty skeptical of Similarweb's numbers but assumed at minimum they have a level of directional truth to them. With that being said, “A year ago, X had twice as many daily active users in the U.S. as it does now” is an absolutely insane stat if it's anywhere near true https://techcrunch.com/...
| George Hammond / Financial Times: |
More:
Aminu Abdullahi / eWeek: Sequoia Joins Mega AI Investment in Anthropic
Swagath Bandhakavi / Tech Monitor: Sequoia Capital planning billion-dollar investment in Claude-maker Anthropic
Maximilian Schreiner / The Decoder: New Sequoia leadership greenlights first Anthropic investment amid $25 billion raise
Ana-Maria Stanciuc / The Next Web: Sequoia's big bet on Anthropic
Pallavi Chakravorty / Analytics India Magazine: Sequoia Breaks Ranks to Back Anthropic in $25 Bn Mega Round: Report
Namrata Sen / Benzinga: Sequoia Capital To Join $25 Billion Anthropic Funding After OpenAI And xAI: Report
Paul Hill / Neowin: Anthropic targets massive $350 billion valuation in new funding push, Sequoia latest to join
Mike Wheatley / SiliconANGLE: OpenAI backer Sequoia Capital in talks to join Anthropic's proposed $25B megaround
Nick Wingfield / The Information: Sequoia Plans Big Anthropic Investment
Alice Gledhill / Bloomberg: Sequoia to Join Funding Round for AI Startup Anthropic, FT Says
X:
@thedealdirector: Anthropic is likely going to try and raise $25B from Sequoia, GIC and Coatue, doubling their valuation to $350B. With this tempo they are going to go public at $350-$400 a share. [image]
Dinesh Govender / @dineshgovender: Very, very interesting. Probably signals that in a very large winner-takes-all outcome for AI companies, Sequoia is positioning to win through hedging (except if the winner is Google). (Less probable: that they view OpenAI as less likely to win.) Sequoia to invest in Anthropic,
Bluesky:
Brian / @bwnash: Thing is, code tools have never been the basis of a durable, profitable business on a scale that would justify a $multibillion valuation. They tend to be $100-200m businesses that last 4-5 years, then get bulldozed by shifts in languages and new design schemas.
John Holland / @johnholland: The reason for this is that Anthropic is the closest one to a business model: assisted coding. They have real satisfied customers using it in real world environments successfully. [embedded post]