Rani Molla / Sherwood News: Q&A with David Liu, CEO of PlusAI, which is slated to go public next month, on the ongoing commercial trial of its autonomous truck driving software, and more — With his company set to hit the public markets in February, Liu envisions a future where most vehicles, commercial or not, are driving themselves.
Sherwood News: Domain Name Stat: the number of .ai domains has surpassed 1M; data suggests Anguilla, the UK territory managing the domain, made ~$70M in fees in the past year — Data from Domain Name Stat reveals that the top-level domain originally assigned to the British Overseas Territory of Anguilla passed the milestone in early January.
Matt Phillips / Sherwood News: SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia — Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …
Sage D. Young / Sherwood News: Beaconcha.in: a record ~36M ethereum tokens, or 30% of ethereum's total supply, worth ~$119B, are now staked, as institutional investors grow their share — The new record comes as institutional players grow their share in the staking scene. Ether.fi, a restaking protocol known …
Sherwood News: Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow — The app racked up 1 million downloads in its first five days, despite being iOS-only and requiring an invite.
Luke Kawa / Sherwood News: Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week — That's enough AI music to last the run time of “Avatar.” — Video may have killed the radio star, but AI is starting to dance on its grave.
Claire Yubin Oh / Sherwood News: Stack Overflow recorded just 6,866 questions in Dec. 2025, about the same as in 2008; Stack Overflow now primarily makes money from enterprises and licensing — The platform is raking in millions of dollars in revenue, with AI an ironic new source of revenue.
Luke Kawa / Sherwood News: D-Wave Quantum agrees to acquire Quantum Circuits, a developer of error-corrected gate-model technology, for $550M, with $300M in stock and the rest in cash — D-Wave Quantum announced Wednesday that it has struck a deal to purchase Quantum Circuits for $550 million, as the annealing-centric …
Max Knoblauch / Sherwood News: Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 — As streaming prices climb, ad-free subscribers are becoming a rarity. — A mass digital migration is taking place …
Jon Keegan / Sherwood News: A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ — $10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.
Rani Molla / Sherwood News: Alphabet's stock closed at a record high of $299.66 on November 21, continuing a strong recent run after Google's Gemini 3 impressed analysts and consumers — The internet giant has a lot going for it right now. — Google parent Alphabet hit a record closing high of $299.66 today …
Rani Molla / Sherwood News: Similarweb: TikTok had 183M US MAUs on iOS and Android in August 2025, up 16% YoY, vs. Instagram's 169M, Facebook's 157M, Pinterest's 100M, and Snapchat's 70M — Oracle's potential TikTok takeover is a big deal to US competitors like Meta and Snap. — 1H
Hyunsoo Rim / Sherwood News: C3 AI, whose NYSE ticker symbol is AI, has fallen 32%+ in the past month on growth concerns, after its Q1 revenue fell 19% YoY to $70.3M, below $100M+ est. — When your ticker is “AI,” people expect you to be riding the wave better than anyone else — that hasn't happened for C3.ai. — 16H
J. Edward Moreno / Sherwood News: Q&A with Lyft CEO David Risher on three consecutive profitable quarters, co-founders leaving the board, the Freenow acquisition, robotaxi economics, and more — Lyft wants to shed its “second-place, domestic-only, only a business-to-consumer company” reputation. — 13M
Rani Molla / Sherwood News: YouGov: 59% of US adults use AI assistants to check the weather, 51% to play music, 47% to get answers from the web, and 40% for timers, mirroring usage in 2018 — Digital assistants can do more but not well or consistently. — 16h — Google, Amazon, and Apple are all upgrading …
Luke Kawa / Sherwood News: Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999 — Nvidia is a milestone magnet. — Less than one month after becoming the first publicly traded company to reach $4 trillion in market cap …
Max Knoblauch / Sherwood News: Nvidia reported record gaming revenue of $3.76B in Q1, up 42% YoY, driven by sales of its Blackwell chips that are used to enhance game graphics through DLSS — Nvidia's former cash cow posted record sales in the first quarter, carrying the company to a sales beat.
J. Edward Moreno / Sherwood News: Analysis: consumers spent $259.1B on Uber, Lyft, and DoorDash in 2024, up from $218.5B in 2023, with $162.8B on Uber, $80.2B on DoorDash, and $16.1B on Lyft — Lyft and DoorDash just reported their first years with net profits. Instacart is likely next. — For a long time …
Jon Keegan / Sherwood News: DeepSeek's latest AI model R1 sticks to Chinese government restrictions on sensitive topics like Tiananmen Square, Taiwan, and the treatment of Uyghurs in China — Those who train the AI models get to decide what the truth is. — 5H — The AI world was abuzz this week with the release …
Rani Molla / Sherwood News: Q&A with Wikimedia Foundation executives on how AI could make knowledge more accessible to people, the risk that AI may impact its volunteers' engagement, more — We spoke with Wikipedia executives who told us AI could jeopardize the encyclopedia's connection with the volunteers who create it.
Sherwood News: Twitch has become a major Spanish-language platform, with streamers like TheGrefg and Ibai Llanos hosting live sporting events that attract massive audiences — Spanish streamers are redefining Twitch's relationship to traditional media. — 1h — One of the most interesting stories …