A look at Dylan Patel’s SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (Abram Brown/The Information)

Abram Brown / The Information:
A look at Dylan Patel’s SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research  —  For Dylan Patel, founder of SemiAnalysis, …

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Appfigures: app releases across the App Store and Google Play grew 60% YoY in Q1, with App Store releases alone up 80%, possibly driven by AI coding tools (Sarah Perez/TechCrunch)

Sarah Perez / TechCrunch:
Appfigures: app releases across the App Store and Google Play grew 60% YoY in Q1, with App Store releases alone up 80%, possibly driven by AI coding tools  —  Everyone said AI would kill apps.  Instead, …

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