Reading List

The most recent articles from a list of feeds I subscribe to.

Adobe reversed its plans to discontinue Animate after creators expressed frustration, stating it won't get new features but will remain available "indefinitely" (Jay Peters/The Verge)

Techmeme

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use auto-deleting "ephemeral messaging tools" (Madlin Mekelburg/Bloomberg)

Techmeme

Alaffia Health, which provides AI tools for health plan claims operations, raised a $55M Series B led by Transformation Capital (Duncan Riley/SiliconANGLE)

Techmeme

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (Lee Ying Shan/CNBC)

Techmeme

Source: Anthropic plans an employee tender offer at a valuation of at least $350B, the same valuation discussed in the company's ongoing $20B fundraising (Bloomberg)

Techmeme

Sources: US-based Arcee AI is pitching investors on a $200M+ funding round valuing it at over $1B, as it plans to train an open-weight model with 1T+ parameters (Anna Tong/Forbes)

Techmeme

Salesforce's Tableau chief, Ryan Aytay, leaves after 19 years at the company, just two months after Slack CEO Denise Dresser left for OpenAI (Brody Ford/Bloomberg)

Techmeme

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox "is progressing well to support a launch in 2027" and will feature an AMD semi-custom SoC (Tom Warren/The Verge)

Techmeme

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg)

Techmeme

Software and data stocks plunge over fears that new developments in AI will supplant software; ADBE closed down 7.31%, CRM 6.85%, and Thomson Reuters 15.83% (Wall Street Journal)

Techmeme

OpenAI names Dylan Scandinaro, who worked on AGI safety at Anthropic, as the company's head of preparedness (Alicia Tang/Bloomberg)

Techmeme

US v. Google: the DOJ and a group of states will appeal the September 2025 ruling in the Search antitrust case in which Google dodged a forced sale of Chrome (Bloomberg)

Techmeme

Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5%+ after hours (Luke Kawa/Sherwood News)

Techmeme

EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)

Techmeme

Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5%+ after hours (Max Knoblauch/Sherwood News)

Techmeme

Match reports Q4 revenue up 2% YoY to $878M, vs. $871M est., net income up 32% YoY to $210M, paying users down 5% to 13.8M; MTCH jumps 7%+ after hours (Samantha Kelly/Bloomberg)

Techmeme

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 8%+ after hours (Ian King/Bloomberg)

Techmeme

Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (Financial Times)

Techmeme

Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (Anu Adegbola/Search Engine Land)

Techmeme

Bitcoin dived below the $73,000 mark on Tuesday, hitting its lowest price since November 2024 as heavy selling resumes amid mounting geopolitical concerns (Liz Napolitano/CNBC)

Techmeme