Reading List

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

Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility "to ensure we pay 100% of the costs" tied to the campus (Annie Palmer/CNBC)

Techmeme

Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (Angel Au-Yeung/Wall Street Journal)

Techmeme

Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D (Katie Fehrenbacher/Axios)

Techmeme

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (Wall Street Journal)

Techmeme

Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI (Echo Wang/Reuters)

Techmeme

Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research (Jack Pitcher/Wall Street Journal)

Techmeme

Sources: Trump's "Board of Peace" is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a "Gaza Coin" or a new Palestinian currency (Financial Times)

Techmeme

Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its value; PYPL closes up 5.76% (Bloomberg)

Techmeme

Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI (Anthropic)

Techmeme

Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B (Yazhou Sun/Bloomberg)

Techmeme

OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (Ashley Capoot/CNBC)

Techmeme

Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the "Xbox everywhere" strategy (Tom Warren/The Verge)

Techmeme

Anthropic-backed super PAC Public First Action begins running ads urging AI regulations in New Jersey; the PAC raised nearly $50M and now aims to raise $75M (Cecilia Kang/New York Times)

Techmeme

Aalyria, a Google spinoff whose software allows routing of traffic across diverse satellite platforms in low earth orbit, raised $100M at a $1.3B valuation (Lora Kolodny/CNBC)

Techmeme

HR app Humand, used by 1.5M+ "deskless" workers in construction, retail, hospitals, and more, raised a $66M Series A led by Goodwater and Kaszek (Maria Clara Cobo/Bloomberg)

Techmeme

Uber launches Uber Autonomous Solutions, offering services like insurance, roadside assistance, and "AV mission control" tools, and will offer fleet financing (Rafe Rosner-Uddin/Financial Times)

Techmeme

Sources: US Defense Secretary Pete Hegseth summons Dario Amodei to the Pentagon on Tuesday morning for what is likely to be a tense meeting over Claude usage (Axios)

Techmeme

Economists at Goldman Sachs and JPMorgan report the AI boom contributed "basically zero" to US economic growth in 2025, challenging claims of up to 92% growth (Shira Ovide/Washington Post)

Techmeme

Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage (Michelle Chan/Financial Times)

Techmeme

A thought experiment imagines the AI-driven "2028 Global Intelligence Crisis": S&P down, high unemployment, and economy failing, as AI exceeds every expectation (Citrini Research)

Techmeme