Reading List

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

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO (Kate Clark/Wall Street Journal)

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February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025 (Ashley Capoot/CNBC)

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Sources: ByteDance is in advanced talks to sell game studio Moonton, the developer of Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games for $6B to $7B (Reuters)

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Google warns that the EU risks undermining its own competitiveness drive with the "tech sovereignty package" the bloc is set to present in the spring (Barbara Moens/Financial Times)

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A US court sentences Praetorian Group CEO Ramil Ventura Palafox to 20 years in prison for operating a $200M bitcoin Ponzi scheme that defrauded 90K+ investors (Danny Park/The Block)

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Baidu plans to let its search app's 700M MAUs opt-in to message OpenClaw and integrate OpenClaw's capabilities into its e-commerce business and other services (Evelyn Cheng/CNBC)

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Memo: Meta considered adding facial recognition to its smart glasses during a "dynamic political environment" in the US when civil society groups are distracted (New York Times)

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Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment (Kate Clark/Wall Street Journal)

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A look at Higgsfield, an AI video startup that grew to $300M ARR within 11 months, as it faces a creator backlash over aggressive and shocking marketing tactics (Rashi Shrivastava/Forbes)

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The MPA urges ByteDance to curb its AI video model Seedance 2.0, saying the model "has engaged in unauthorized use of US copyrighted works on a massive scale" (Gene Maddaus/Variety)

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The suspect believed to be behind the mass shooting in Tumbler Ridge, Canada made a Roblox game simulating a mall shooting; Roblox says it removed the account (Emanuel Maiberg/404 Media)

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Anna's Archive quietly starts releasing millions of tracks from its Spotify scrape, despite a preliminary injunction against distributing the copyrighted works (Ernesto Van der Sar/TorrentFreak)

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Sources: the Trump administration has shelved tech security measures against China, including data center equipment curbs, ahead of a Trump-Xi meeting in April (Alexandra Alper/Reuters)

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Amazon's Ring cancels its partnership with Flock Safety, which would have let law enforcement agencies request footage from Ring doorbell users, after backlash (Jennifer Pattison Tuohy/The Verge)

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Apple's stock fell 5% on February 12, its worst day since April 2025, following FTC scrutiny of Apple News and reports of delays to Siri's anticipated AI update (Jennifer Elias/CNBC)

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Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+ (Dina Bass/Bloomberg)

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A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned (Blake Brittain/Reuters)

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Russia confirms it has blocked WhatsApp, citing Meta's "unwillingness to comply with Russian law", and proposes that Russians switch to the state-owned Max app (Reuters)

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In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and "free-ride" on leading US AI models (Bloomberg)

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Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt)

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