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AI & Enterprise

Google\'s B2C data compounding loop is unlocking in B2B software

Enterprise software differs from consumer services such as Netflix, TikTok and Amazon, which have long improved systems by capturing and analysing user behaviour. Foundation Capital partner Jaya Gupta says the core advantage built by those platforms is a data compounding loop, where better systems attract more users and data. Gupta says the rise of LLMs, remote work and agents is creating digital trails that let enterprise software capture and learn from decision-making processes.

Crypto

X head of product says 80 percent of crypto activity may be bots, spam not solvable by technology alone

Nikita Bier, X’s head of product, said spam replies on cryptocurrency accounts are difficult to solve with technology alone and claimed 80 percent of crypto activity may be bots. He pointed to a “second-degree reply” feature as a response, limiting participation to followers and followers’ followers. X is reportedly testing the feature for Premium+ subscribers. The comments suggest a shift from detection-focused measures toward access restrictions.

Industry

Chinese semiconductor firms post record revenue last year on AI demand, U.S. export curbs

Chinese semiconductor companies posted record revenue last year, helped by a surge in AI demand, a shortage of memory chip supply and U.S. export curbs, CNBC reported. SMIC said 2025 revenue rose 16 percent to a record $9.3 billion, with LSEG analysts estimating 2026 revenue could top $11 billion. Hua Hong logged record quarterly revenue and guided for similar levels. Memory maker CXMT and GPU developer Moore Threads also reported strong growth.