Reading List

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

Apple Podcasts' fresh leap into video podcasts accelerates the podcast industry's shift from an audio-centric medium to a decidedly video-focused one (Ashley Carman/Bloomberg)

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A study of 12K+ EU companies finds AI adoption increases labor productivity by 4% on average in the EU, with no evidence of reduced employment in the short run (CEPR)

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Nonprofit What To Fix says Facebook's content monetization program grew from under 3M to over 12M participants in just over a year; 8M+ accounts are in English (Hazel Gandhi/Rest of World)

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Apple's 40-day correlation to the Nasdaq 100 fell to 0.21 last week, the lowest since 2006, making it an appealing alternative to the AI-fueled volatility (Ryan Vlastelica/Bloomberg)

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US OPM Director Scott Kupor says tech billionaires like Elon Musk will give talks to the US Tech Force, which aims to recruit roughly 1,000 software engineers (Joe Miller/Financial Times)

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Indian digital payments company Pine Labs plans to embed OpenAI APIs into its infrastructure to enable AI-assisted settlement, reconciliation, and invoicing (Jagmeet Singh/TechCrunch)

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Sources: Accenture told executives that promotions would require "regular" AI adoption and it is tracking individual weekly AI tool logins for some senior staff (Financial Times)

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India's TCS signs OpenAI as its first data center customer, starting with 100MW of capacity; Tata Group plans to deploy ChatGPT Enterprise, starting with TCS (Jagmeet Singh/TechCrunch)

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Microsoft's Project Silica team details its laser-modified glass storage tech, saying tests suggest that it can preserve information for at least 10,000 years (Gayoung Lee/Gizmodo)

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Samsung shares surged 5.4% to a record high after a report said the company plans to price HBM4 chips at ~$700 per unit, 30% higher than the previous generation (Kurt Schussler/Bloomberg)

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Austin-based Circuit, which is building an AI platform for manufacturing and service enterprises, raised $30M from a group of angel investors (Karoline Leonard/Austin American ...)

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An experiment finds X's feed algorithm favored conservative content, and switching to the For You feed shifted users' views toward more conservative positions (Ece Yildirim/Gizmodo)

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Sources: OpenAI is close to finalizing the first phase of its $100B round; its overall valuation, including the eventual funding, could exceed $850B (Bloomberg)

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Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (The Information)

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Bluesky integrates Germ DM, an E2E encrypted messaging app built on AT Protocol, making it the first private messenger natively available in the Bluesky app (Sarah Perez/TechCrunch)

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A US judge rules ex-Palantir employees likely violated confidentiality and non-solicitation agreements in founding Percepta, but declines to stop their work (Bob Van Voris/Bloomberg)

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The UK proposes new rules requiring tech firms to remove nonconsensual abusive content within 48 hours or risk blocking and fines of up to 10% of global revenue (The Guardian)

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Crypto lending firm Ledn sold $188M in securitized bonds backed by bitcoin loans, making it the first deal of its kind in the market for asset-backed debt (Bloomberg)

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Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (Lora Kolodny/CNBC)

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Sources: the US State Department is developing an online portal at "freedom.gov" to let users in Europe and elsewhere view content banned by their governments (Reuters)

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