How competition between Brazilian delivery app iFood and Meituan's Keeta in Brazil has descended into accusations of corporate espionage and shady tactics (Financial Times)
As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)
Sources: Alibaba may unveil a Qwen-based AI agent for enterprises as soon as this week, and plans to gradually integrate the agent into its services like Alipay (Luz Ding/Bloomberg)
Tether, flush with cash, has been investing in diverse sectors ranging from sleep tech company Eight Sleep to humanoid robotics company Neura Robotics (PitchBook)
Study: most AI-generated videos on social media about the war in Iran push pro-Iranian views, often exaggerating its military capabilities and sophistication (New York Times)
Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M (Julie Bort/TechCrunch)
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)