Reading List

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

UK activist investor Palliser says Toto, Japan's largest toilet maker, is an "undervalued and overlooked" AI play due to its "advanced ceramics" used in chips (David Keohane/Financial Times)

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Google's Android XR design docs and developer tools hint at the XR glasses' details, including mandatory physical buttons and "Glimmer" UI design language (Abner Li/9to5Google)

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The European Commission opens a full DSA investigation into Shein over sales of child-like sex dolls that "could constitute child sexual abuse material" (Samuel Stolton/Bloomberg)

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How locals in Potters Bar, a town near London, are challenging Equinix's $5B data center plans, as the UK reclassifies "green belt" land to boost construction (Joel Khalili/Wired)

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Dubai-based fractional property investment startup Stake raised a $31M Series B led by Emirates NBD PJSC; the platform facilitates investments starting at ~$136 (Zainab Fattah/Bloomberg)

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Cohere releases Tiny Aya, a family of 3.35B-parameter open-weight models supporting 70+ languages for offline use, trained on a single cluster of 64 H100 GPUs (Ivan Mehta/TechCrunch)

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Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more (Bhavya Dilipkumar/Moneycontrol)

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Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035 (Urvi Dugar/Reuters)

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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

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Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development (Kosaku Narioka/Wall Street Journal)

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Top AI researchers argue that AI is now more useful for mathematics thanks to the latest "reasoning" models, as math becomes a key way to test AI progress (Melissa Heikkilä/Financial Times)

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Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)

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Sources: US healthcare manufacturer Danaher is nearing a deal to buy medtech company Masimo for ~$10B; Masimo is in an IP dispute with Apple over Apple Watch (Financial Times)

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Sources: Moonshot, the Chinese startup behind Kimi chatbot, is targeting a $10B valuation in a funding round expansion after securing $500M at a $4.3B valuation (Bloomberg)

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UK software firm Pinewood's stock fell ~31% on February 16 after Apax withdrew its £575M takeover offer, citing "prevailing challenging market conditions" (Alexandra Heal/Financial Times)

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Sources: top VC firms in India like Khosla and Accel are set to commit investments from $300M to $500M each to India's AI ecosystem at the AI Impact Summit (The Economic Times)

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Valve says the Steam Deck OLED may be "intermittently" out of stock due to memory and storage shortages; it has been out of stock in the US for a few days (Jay Peters/The Verge)

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Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used (Rei Nakafuji/Nikkei Asia)

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Micron launches the first mass-produced PCIe 6.0 SSDs, with read speeds up to 28GB/s, double that of PCIe 5.0 SSDs, optimized for AI and data center deployments (Aaron Klotz/Tom's Hardware)

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Letter and sources: Starboard plans to nominate a majority slate to Tripadvisor's board; Starboard holds a 9% stake, and TRIP has dropped ~46% in the past year (Ben Glickman/Wall Street Journal)

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