Reading List

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

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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Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+ after hours (CNBC)

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The Pentagon says it has offered compromises to Anthropic, including putting in writing that laws already bar the military from mass surveillance of Americans (Jennifer Jacobs/CBS News)

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Social media addiction trial: 20-year-old plaintiff KGM testifies her social media use, which began in childhood, exacerbated depression and suicidal thoughts (Associated Press)

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CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours (Reuters)

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Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours (Jaspreet Singh/Reuters)

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Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed "what it means to build and run a company"; XYZ jumps 23%+ after hours (Annie Palmer/CNBC)

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Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip (The Information)

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The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran (Anton Shilov/Tom's Hardware)

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IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs (Kritika Lamba/Reuters)

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Some AI policymakers and lawyers warn that DOD's threats to Anthropic are contradictory and could chill partnerships between the government and Silicon Valley (Brendan Bordelon/Politico)

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Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product (Patrick Coffee/Wall Street Journal)

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Apple says iPhone and iPad on iOS 26 and iPadOS 26 have become the first consumer devices NATO approved for use up to the "restricted" level of classified data (Elyse Betters Picaro/ZDNET)

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Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China (Reuters)

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Viture, which ranked top in XR glasses shipments in the US in Q3 2025, per IDC, raised $100M, bringing its funding in the past six months to $200M (Charlie Fink/Forbes)

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A Greek court sentences four people, including spyware maker Intellexa's founder, to prison, for using spyware to target journalists, politicians, and others (Nektaria Stamouli/Politico)

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Driverless truck startup Einride raised a $113M PIPE at a $1.35B pre-money valuation, down from $1.8B initially attached to its upcoming SPAC deal (Rebecca Bellan/TechCrunch)

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Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation (Rocket Drew/The Information)

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Google says Nano Banana 2 can create images with a resolution ranging from 512px to 4K, and will become the default image generation model in the Gemini app (Ivan Mehta/TechCrunch)

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Sources: PayPal isn't in talks to sell itself, to Stripe or anyone, and has been preparing for months for a potential activist campaign or unwanted takeover bid (Rohan Goswami/Semafor)

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