Reading List

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

Kraken launches what it claims are the first regulated perpetual futures contracts based on tokenized stocks, available to non-US users and trading 24/7 (Krisztian Sandor/CoinDesk)

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Nimble, whose AI agents structure real-time web data into tables that can be queried like a database, raised a $47M Series B, bringing its total funding to $75M (Ram Iyer/TechCrunch)

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CrowdStrike says the average breakout time for attackers moving from intrusion to other network systems fell to 29 minutes in 2025, a 65% YoY increase in speed (Matt Kapko/CyberScoop)

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Sources: Meta aims to enter the stablecoin space in H2, with plans to integrate a vendor to administer stablecoin-backed payments and implement a new wallet (Ian Allison/CoinDesk)

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Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet (Rachel Metz/Bloomberg)

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Google says AI music generation platform ProducerAI is joining Labs and will be powered by a Lyria 3 preview version; ProducerAI was developed alongside artists (Emma Roth/The Verge)

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Stefano Ermon's Inception releases Mercury 2, a diffusion AI model designed to field questions from users significantly faster and more cheaply than its rivals (Dina Bass/Bloomberg)

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Shein founder Xu Yangtian made a rare public appearance in Guangdong, pledging to invest ~$1.45B into the province's supply chains in the next three years (William Langley/Financial Times)

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ADT agrees to acquire Origin Wireless for $170M to integrate advanced AI motion classification into its popular home security suite starting in 2027 (Samantha Kelly/Bloomberg)

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MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia (Dina Bass/Bloomberg)

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Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025 (Akila Quinio/Financial Times)

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Basis, which builds AI agents to help accounting firms with tasks like tax returns, raised $100M led by Accel at a $1.15B valuation, for $138M in total funding (Rebecca Torrence/Bloomberg)

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Roku reported an $88.4M profit in 2025, after a $498M loss in 2022, a $709.6M loss in 2023, and a $129.4M loss in 2024, boosted by new ad deals and cost cutting (Mark Maurer/Wall Street Journal)

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ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030 (Stephen Nellis/Reuters)

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The UK ICO fines Reddit £14.47M for unlawfully using children's personal information; Reddit began verifying user ages in July 2025 to comply with the UK OSA (Tom Singleton/BBC)

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Dutch startup Axelera AI, which builds power-efficient AI inference chips, raised $250M+ led by Innovation Industries, with investment from BlackRock and others (Charlotte Hughes-Morgan/Bloomberg)

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European military officials worry "tech sovereignty" ideas may have serious consequences for European security, given their reliance on US software and networks (Financial Times)

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Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (Wall Street Journal)

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Court docs: the IRS seeks $16B in back taxes and penalties from Meta, arguing it failed to report ~$54B in overseas profits; in December 2025, Meta sued the IRS (Jesse Drucker/New York Times)

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Russian media: Russia opens an investigation into Telegram founder Pavel Durov for "abetting terrorist activities", as it promotes its state-run rival Max app (Max Seddon/Financial Times)

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