Reading List

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

Israel-based Gambit Security, which offers an AI-native cyber resilience platform that autonomously maps infrastructure, raised $61M across seed and Series A (Globes)

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Sensor Tower: EA led all publishers in 2025 with 200M+ PC and console downloads, ahead of its $55B deal to go private; Fortnite had the top console player base (Payton Turkeltaub/Variety)

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Gambit Security: an unknown hacker used Claude to steal 150GB of Mexican government data, including 195M taxpayer records, in December 2025 and January 2026 (Bloomberg)

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Insurance brokerage Harper, which uses AI to automate submission routing and follow-up, raised $46.8M in combined Series A and seed led by Emergence Capital (Dominic-Madori Davis/TechCrunch)

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Alibaba Cloud releases a cheap AI coding tool built on open-source models like Alibaba's Qwen 3.5, as well as Zhipu, Moonshot, and MiniMax models (Saritha Rai/Bloomberg)

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Adobe updates Firefly to add Quick Cut, a new AI tool to edit footage and B-roll to create a first draft of the final video based on user prompts (Ivan Mehta/TechCrunch)

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London-based enterprise coding startup SolveAI raised a $45M Series A led by GV in November 2025 and a $5M pre-seed led by Accel in August 2025 (Allie Garfinkle/Fortune)

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A study finds GPT-5.2, Claude Sonnet 4, and Gemini 3 Flash deployed tactical nuclear weapons in 95% of 21 simulated war game scenarios, and never surrendered (Chris Stokel-Walker/New Scientist)

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Google disrupts Chinese-linked group UNC2814, which breached 53+ organizations across 42 countries and utilized Google Sheets to manage targeting and data theft (A.J. Vicens/Reuters)

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Stablecoin operator Circle reports Q4 revenue up 77% YoY to $770M, vs. $747M est., and $133.4M net income; USDC ended 2025 with ~$75B in circulation, up 72% YoY (Vicky Ge Huang/Wall Street Journal)

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Deutsche Bank partners with Google Cloud to build agentic AI to monitor 1TB of daily communications and 40+ channels for market abuse and data loss prevention (William Shaw/Bloomberg)

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Diplomatic cable: US officials order diplomats to lobby against attempts to regulate how US tech companies handle foreigners' data, citing risks to AI services (Reuters)

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A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (Maggie Eastland/Bloomberg)

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Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale (Reuters)

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Sources: SAP investors and partners raise doubts about the company's AI products; VW tested SAP's flagship AI assitant Joule and did not find it mature enough (Christina Kyriasoglou/Bloomberg)

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DoorDash says it plans to exit Qatar, Singapore, Japan and Uzbekistan, winding down both Deliveroo and Wolt, and make limited operational changes elsewhere (Kimberley Kao/Wall Street Journal)

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Malaysia blocks access to Grindr's and Blued's websites and says it may engage with Google and Apple to curb the LGBTQ dating apps in the Muslim-majority nation (Anuradha Raghu/Bloomberg)

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Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (Nikkei Asia)

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Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and "no amount of vibe coding" could replace them; WDAY is down about 40% YTD (Brody Ford/Bloomberg)

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Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9%+ pre-market (Larry Dignan/Constellation Research)

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