• Qatar and UAE will join the Pax Silica coalition on January 12 and 15, respectively, expanding the US-led effort to secure AI and semiconductor supply chains (Jarrett Renshaw/Reuters)
• A profile of SpaceX president Gwynne Shotwell, who has worked at the company since 2002, and is known as a customer emissary and Musk translator (Micah Maidenberg/Wall Street Journal)
• Anthropic announces Claude for Healthcare to offer HIPAA-ready tools for providers, insurers, and consumers, and expands its life sciences offerings (Eugene Kim/Business Insider)
• ATG, which is developing the AI-powered wealth strategist app Autonomous, emerges from stealth and raises a $15M pre-seed led by Y Combinator CEO Garry Tan (Geoff Weiss/Business Insider)
• Tucuvi, which develops AI agents that check in with patients and escalate cases to human teams when needed, raised a $20M Series A, led by Cathay and Leadwind (John Reynolds/Tech.eu)
• Instagram says there was no breach and it fixed an issue that let an external party send password reset emails, after reports that 17.5M users' data was exposed (Terrence O'Brien/The Verge)
• Tel Aviv-based Torq, which operates an autonomous AI-powered security operations platform, raised $140M led by Merlin Ventures at a $1.2B valuation (Andrew Martin/Bloomberg)
• Malaysia becomes the second country to limit access to Grok, joining Indonesia, over the chatbot's generation of sexual content (Bloomberg)
• Walmart to expand Wing, Alphabet's on-demand drone delivery service, to another 150 stores, bringing the total to 270+ stores, covering ~10% of US population (Kirsten Korosec/TechCrunch)
• Walmart partners with Google to offer AI-enhanced shopping, allowing users to purchase Walmart and Sam's Club items directly on Gemini (Jaewon Kang/Bloomberg)
• 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)
• 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)
• 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)
• 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)
• Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung (Reuters)
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