Reading List

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

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)

Techmeme

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)

Techmeme

Selector, which offers an AI platform that promises to simplify network monitoring, raised a $32M Series B led by AVP at a $375M valuation (Maria Deutscher/SiliconANGLE)

Techmeme

Venice, which develops identity security software, emerges from stealth after raising a $25M Series A led by IVP, following an $8M seed round (Meir Orbach/CTech)

Techmeme

Remitly co-founder Matt Oppenheimer steps down as CEO, will be succeeded by Banco Santander executive Sebastian Gunningham (Bloomberg)

Techmeme

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (Samantha Subin/CNBC)

Techmeme

eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6%+ after hours (Spencer Soper/Bloomberg)

Techmeme

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (Jordan Novet/CNBC)

Techmeme

eBay agrees to acquire secondhand clothing app Depop from Etsy for ~$1.2B in cash; Etsy bought Depop in 2021 for $1.6B; ETSY jumps 17%+ after hours (Niko Gallogly/New York Times)

Techmeme

Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI (Jyoti Mann/The Information)

Techmeme

Social media addiction trial: Mark Zuckerberg says increasing engagement on Instagram is not a company goal and that Meta removes underage users it identifies (CNBC)

Techmeme

OpenAI and Paradigm announce EVMbench, a benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities (OpenAI)

Techmeme

Apple adds support for third-party voice-based conversational apps in CarPlay starting with iOS 26.4, letting CarPlay users access apps like AI chatbots (Juli Clover/MacRumors)

Techmeme

Efficient Computer, which is developing AI chips with a "spatial dataflow" architecture to minimize energy consumption, raised a $60M Series A (Mike Wheatley/SiliconANGLE)

Techmeme

Texas AG Ken Paxton sues TP-Link, alleging it deceptively markets its products as secure while allowing the CCP to hack into consumers' devices (The Record)

Techmeme

OpenAI hires Instagram's VP of global partnerships, Charles Porch, as its first VP of global creative partnerships, seeking to win over a skeptical Hollywood (Julia Black/Vanity Fair)

Techmeme

Sports-focused prediction market Novig raised a $75M Series B led by Pantera Capital at a $500M valuation; Novig is commission-free for retail traders (Leo Schwartz/Fortune)

Techmeme

Meta plans to spend $65M in 2026 to boost state politicians friendly to AI; filings: Meta started two super PACs, one backing the GOP and another for Democrats (New York Times)

Techmeme

Audible launches an "immersion reading" feature that lets readers switch between ebook and audiobook versions of a title in their Audible and Kindle libraries (Sarah Perez/TechCrunch)

Techmeme

Fei-Fei Li's World Labs raised $1B from Autodesk, a16z, Nvidia, AMD, Sea, and others to build its world models for robotics, scientific discovery, and more (Alicia Tang/Bloomberg)

Techmeme