Reading List

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

Source: Sam Altman told employees the DOD is willing to let OpenAI build its own "safety stack" and won't force OpenAI to comply if its model refuses a task (Sharon Goldman/Fortune)

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Source: the DOD appears to have accepted OpenAI's safety red lines, which were similar to Anthropic's, to deploy OpenAI's tech in classified settings (Maria Curi/Axios)

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Sources: crypto investment firm Paradigm is looking to raise up to $1.5B for a new fund to expand into AI, robotics, and other forms of frontier tech (Yuliya Chernova/Wall Street Journal)

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A federal judge issues a preliminary injunction blocking Virginia from enforcing a new law restricting children's social media use, on First Amendment grounds (Jonathan Stempel/Reuters)

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Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates (Dina Bass/Bloomberg)

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Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company (@secwar)

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Paramount agrees to acquire WBD, paying $31 per share in cash, giving WBD an enterprise value of $110B; Paramount paid a $2.8B breakup fee to Netflix (Alex Weprin/The Hollywood Reporter)

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President Trump calls Anthropic a "radical left, woke company" and says he is directing every federal agency in the US to stop using its products (Axios)

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Sources: SpaceX weighs filing confidentially for an IPO as soon as March, targeting a June listing that could raise up to $50B at a $1.75T valuation (Bloomberg)

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In a newly released deposition in Elon Musk's case against OpenAI, Musk attacked OpenAI's safety record, saying nobody "committed suicide because of Grok" (Sarah Perez/TechCrunch)

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As part of the Amazon-OpenAI deal, the companies plan a "stateful runtime environment" for AWS, letting agents carry context forward to handle ongoing projects (Ina Fried/Axios)

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Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI (Om Malik/On my Om)

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OpenAI fired an employee for insider trading on prediction markets like Polymarket; Unusual Whales has flagged 77 suspected insider trades around OpenAI events (Kate Knibbs/Wired)

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Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B (Stephanie Palazzolo/The Information)

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Two coalitions of workers, including employees of Amazon, Google, Microsoft, and OpenAI, ask their companies to join Anthropic in refusing DOD's demands (Bloomberg)

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Court docs from a New Mexico trial reveal internal divisions at Meta as Instagram teen safety initiatives conflicted with growth and engagement goals (The Atlantic)

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Suno CEO and co-founder Mikey Shulman says the AI music company hit 2M paid subscribers and $300M ARR; pitch deck: it had 1M paid subscribers in November 2025 (Kristin Robinson/Billboard)

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India-based Ultrahuman launches the $479 Ring Pro, available for pre-order globally, excluding the US, after the ITC ruled in favor of Oura in a patent dispute (Jagmeet Singh/TechCrunch)

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Flux, which offers an AI-powered platform to design PCBs for electronic devices, raised $37M, including a $27M Series B led by 8VC and a $10M Series A (Allie Garfinkle/Fortune)

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TMTG says it is in talks to spin off Truth Social into a public company, following the close of its previously announced merger with nuclear fusion startup TAE (Christine Wang/Axios)

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