Bloomberg:
US sanctions, export controls, and tariff threats are driving TSMC’s Taiwan peers, including Foxconn, server maker Wiwynn, and Quanta, to expand US production — For Trump, it was a moment to savor on the 43rd day back in office. For Richard Lee, watching almost 8,000 miles away, it was a call to action.
Counterpoint Research:
Global VR headset shipments fell 12% YoY in 2024, with Meta’s market share rising to 84%; Vision Pro shipments fell 43% QoQ in Q4, but its enterprise sales grew — – Global VR headset shipments fell 12% YoY in 2024, marking their third consecutive year of declines due to the continued weak consumer demand.
Michael Peel / Financial Times:
Microsoft partners with Swiss startup Inait to deploy an AI model that simulates mammal brain reasoning to advance fields like financial trading and robotics — New artificial intelligence learns from real-world experience rather than pre-existing data — Microsoft has joined forces …
Matt Kapko / CyberScoop:
Flashpoint: 3.2B credentials were stolen from organizations in 2024, up 33% YoY, of which 2.1B were compromised using info-stealing malware infecting 23M hosts — Inexpensive information-stealing malware surged in 2024, infecting 23 million hosts, according to Flashpoint. — Learn more.
Kamila Wojciechowska / Android Authority:
A source details how Google built the Pixel 10’s Tensor G5 chip without Samsung’s help, using in-house and off-the-shelf IP, and partnering with Arm and others — The Tensor G5 won’t be all that different from the previous generations. — • — • — • — TL;DR
Reuters:
Sources: the real closer for Wiz and Google executives was President Trump’s election, which brought with it the prospect of a friendlier antitrust review — Less than a year after Google’s plans to acquire Israeli cybersecurity firm Wiz fell apart, executives were able to ink a deal …
Moneycontrol:
Sources: Indian edtech unicorn PhysicsWallah confidentially filed draft papers for a ₹4,600-crore IPO; the startup was valued at $2.8B in September 2024 — Top edtech unicorn PhysicsWallah has filed draft papers through the confidential pre-filing route to raise Rs 4,600 crore via …
Lauren Thomas / Wall Street Journal:
Sources: activist investor Starboard Value plans to nominate a minority slate of director candidates at Autodesk ahead of the company’s coming annual meeting — Starboard has a more than $500 million stake and plans to nominate a minority board slate — Activist investor Starboard Value …
Jessica Mathews / Fortune:
Sequoia is laying off its Washington, DC-based policy team and shuttering its office there this month, as other VC firms beef up their presence in the city — Sequoia Capital, one of Silicon Valley’s most prominent venture capital firms, is laying off its Washington, D.C.-based policy team …
Financial Times:
Sources: investors valued X at $44B in a secondary deal earlier this month; X posted ~$1.2B in adjusted EBITDA in 2024 and is raising $2B in a primary round — Social media site was valued at less than $10bn in September — Social media site X’s valuation has soared back to $44bn …
