Reading List

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

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

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Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)

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Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon)

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Anthropic details how it used 16 parallel Claude Opus 4.6 agents to build a Rust-based 100,000-line C compiler, incurring ~$20K in API costs over 2,000 sessions (Anthropic)

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How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (Parmy Olson/Bloomberg)

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Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (Bloomberg)

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Tim Cook told Apple staff at an all-hands that he's "deeply distraught" with the US' current approach to immigration and he will press the issue with lawmakers (Mark Gurman/Bloomberg)

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YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US (Alex Riehl/BetaKit)

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Anthropic says it found Opus 4.6 "brings more focus to the most challenging parts of a task without being told to" and "thinks more deeply and more carefully" (Anthropic)

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OpenAI says GPT-5.3-Codex goes beyond an agent that can code "to an agent that can do nearly anything developers and professionals can do on a computer" (OpenAI)

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Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing (Sam Sabin/Axios)

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OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and "is our first model that was instrumental in creating itself" (David Gewirtz/ZDNET)

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Anthropic introduces "agent teams" in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin (Lucas Ropek/TechCrunch)

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Anthropic says Opus 4.6 supports a 1M context window in beta, scored 90.2% on BigLaw Bench, the highest for any Claude model, and boosts agentic capabilities (David Gewirtz/ZDNET)

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Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information; Anthropic now has 300K+ business users (Rachel Metz/Bloomberg)

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Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more (Cheeky Pint)

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Meta confirms it is testing a standalone app for Vibes, its short-form video feed of AI videos, after "strong early traction", without sharing specific numbers (Aisha Malik/TechCrunch)

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The US FCC grants Starlink competitor Logos clearance to deploy up to 4,178 low Earth orbit broadband satellites by 2035; Logos raised a $50M Series A in 2025 (Jason Rainbow/SpaceNews)

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DOJ files reveal how Jeffrey Epstein helped his Russian-born publicist Masha Bucher become a prominent VC who now boasts of early checks to 22 unicorns like xAI (Iain Martin/Forbes)

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US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (Financial Times)

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