Reading List

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

TikTok US launches an opt-in Local Feed for content tied to travel, news, events, shopping, and dining near the user's current location, after changing its ToS (Sarah Perez/TechCrunch)

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An OpenAI researcher who helped shape how models were built and priced says she quit after two years due to "deep reservations" about ads and OpenAI's strategy (Zoë Hitzig/New York Times)

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A Dutch court orders an investigation into alleged mismanagement at Chinese-owned chip company Nexperia and upholds the suspension of CEO Zhang Xuezheng (Kim Mackrael/Wall Street Journal)

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Meridian, which uses AI to make financial modeling and spreadsheets more "predictable and auditable", exits stealth and raised a $17M seed at a $100M valuation (Russell Brandom/TechCrunch)

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Austin-based humanoid robot startup Apptronik raised $520M led by Google and others at a $5.5B+ valuation, up ~3x from when it raised $415M in February 2025 (Samantha Kelly/Bloomberg)

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GitGuardian, which integrates with GitHub and others to sell nonhuman identity and AI agent security, raised a $50M Series C, taking its total funding to ~$106M (Duncan Riley/SiliconANGLE)

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xAI all-hands meeting: Elon Musk told employees that xAI needs a factory on the moon to build AI satellites and a massive catapult to launch them into space (New York Times)

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Filings: San Jose Mayor Matt Mahan, set to run for California governor to succeed Newsom, gets donations from Sergey Brin, Roblox CEO David Baszucki, and others (Bloomberg)

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T-Mobile announces a network-level, AI-based Live Translation feature that supports 50+ languages, coming "this spring" in beta and available on 4G LTE and 5G (Jess Weatherbed/The Verge)

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Anthropic CCO Paul Smith says the startup is focused on "growing revenue" rather than "flashy headlines", calls the software stock selloff "hyperbole", and more (CNBC)

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Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., net income down 43% YoY to $743M, and forecasts Q1 revenue growth above est; SHOP drops 10%+ (Deborah Sophia/Reuters)

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Mistral says it will spend €1.2B to build AI infrastructure in Sweden with partner EcoDataCenter, set to open in 2027 as its first data center outside France (Yazhou Sun/Bloomberg)

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Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings (Ryan Felton/Wall Street Journal)

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Researchers find Kalshi and Polymarket bettors can more accurately predict economic data, earnings, and political events than analysts, likely due to incentives (Lydia DePillis/New York Times)

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A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a $438B market cap amid the global HBM shortage (Daniel Tudor/Financial Times)

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JPMorgan exec Naveen Mallela, global co-head of blockchain division Kinexys, steps down after 11 years at the bank; Kinexys handled $5B transactions per day (Anna Irrera/Bloomberg)

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SMIC CEO Zhao Haijun says the industry is "a bit panicked" about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026 (Sherry Qin/Wall Street Journal)

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Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

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KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised $4B (Aisha S Gani/Bloomberg)

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Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (Amrith Ramkumar/Wall Street Journal)

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