Bloomberg:
Shenzhen-based UBTech signed deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026  —  UBTech Robotics Corp. shares jumped after the China-based humanoid maker received an order from Airbus SE, bolstering the outlook …

Palmer Luckey / @palmerluckey:
Meta's VR layoffs may help the industry long term, as most affected roles focused 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

Wall Street Journal:
A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal  —  TSMC has for decades provided a ‘Silicon Shield’ to its namesake island.  Now it sees both business and geopolitical reasons for going big in the U.S.

Sarah Friar / OpenAI:
OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 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.

Bradley Olson / Wall Street Journal:
Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a “Claude bender”  —  Developers and hobbyists are comparing the viral moment for Anthropic's Claude Code to the launch of generative AI