Reading List

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

Equinix and Canada Pension Plan Investment Board agree to acquire atNorth Holding, a pan-Nordic data center operator, valuing atNorth at $4B including debt (Bloomberg)

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South Korea approves Google's request to export detailed geographic data overseas, reversing a longstanding policy that made Google Maps largely nonfunctional (John Yoon/New York Times)

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Plaid allowed employees to sell some of their shares at an $8B valuation, up 31% from the $6.1B valuation in April 2025 and 40% below its $13.4B peak in 2021 (Marina Temkin/TechCrunch)

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Security researchers detail AirSnitch, a series of attacks that bypass Wi-Fi client isolation, enabling machine-in-the-middle attacks in modern Wi-Fi networks (Dan Goodin/Ars Technica)

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California DMV records show Tesla has logged zero autonomous test miles on the state's roads since 2019, despite Musk's claims of an imminent CA robotaxi launch (Chris Kirkham/Reuters)

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Sources: Jeff Bezos' Project Prometheus is raising tens of billions to buy companies hit by AI; it was valued at ~$30B in November 2025 when it raised $6.2B (Financial Times)

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Sources: DOD was in talks with leading AI companies about building AI tools to automate reconnaissance of China's power grids, utilities, and sensitive networks (Financial Times)

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The Japanese government plans to invest ~$1.6B in Rapidus over the next two fiscal years to help it mass-produce 2nm logic chips and potentially challenge TSMC (Bloomberg)

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Letter: 100+ Google DeepMind and other AI employees urge Jeff Dean to block US military deals that use Gemini for mass surveillance or autonomous weapons (Tripp Mickle/New York Times)

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CISA's interim director Madhu Gottumukkala is reassigned as DHS' director of strategic implementation; executive assistant director Nick Andersen will take over (Luke Barr/ABC News)

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xAI co-founder Toby Pohlen is leaving the company, the seventh of 12 xAI co-founders to depart; Elon Musk put Pohlen in charge of Macrohard earlier this month (Tamsin McMahon/Bloomberg)

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OpenAI says it will overhaul safety protocols and establish direct contact with Canadian police, after not alerting authorities about the Tumbler Ridge suspect (Mickey Djuric/Politico)

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Q&A with Terence Tao on AI-generated Erdős solutions, "cheap wins", hybrid human AI contributions, push-of-a-button workflows, new ways of doing math, and more (Matteo Wong/The Atlantic)

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Sources: two members of Thinking Machines Lab's founding team, Christian Gibson and Noah Shpak, left the startup and have been working at Meta for a few weeks (Business Insider)

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Dario Amodei says Anthropic cannot "in good conscience" accede to DOD's request to remove safeguards and will work to ensure a smooth transition if offboarded (Anthropic)

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Duolingo reports Q4 revenue up 35% YoY to $282.9M, forecasts FY 2026 bookings below est. as it shifts focus to faster user growth; DUOL drops 20%+ after hours (Reuters)

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Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B (Reuters)

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Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours (Kelly Cloonan/Wall Street Journal)

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Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 (The Information)

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Anthropic says new DOD "contract language" made "virtually no progress" on preventing Claude's use for mass domestic surveillance or fully autonomous weapons (Axios)

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