Reading List

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

Walmart hits a $1T market cap in intraday trading after a stock surge fueled in part by enthusiasm for its e-commerce growth and automation and AI investments (Sarah Nassauer/Wall Street Journal)

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LexisNexis-owner Relx, Thomson Reuters, and other media and financial stocks fell 10%+ after Anthropic launched Claude Cowork tools that automate legal work (Financial Times)

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Seattle-based Overland AI, which builds off-road robots and autonomous vehicles for the US military, raised $100M led by 8VC, taking its total funding to $142M (Jen Judson/Bloomberg)

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Grindr is testing Edge, a subscription tier with AI-powered personalized matches and insights, no ads, and more, with prices ranging from $80 to $220 per week (Henry Chandonnet/Business Insider)

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Crypto.com launches prediction market platform OG ahead of the Super Bowl, following 40-fold WoW growth in its event contracts business over the past six months (Lydia Beyoud/Bloomberg)

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Y Combinator says it will let founders receive their customary funding allotment, typically ~$500K, in Circle-issued USDC, starting with the Spring 2026 cohort (Ben Weiss/Fortune)

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Gruve, which taps unused power and space from US data center providers for AI inference, raised a $50M Series A extension, taking its total funding to $87.5M (Geoff Weiss/Business Insider)

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A profile of Sam Altman, who says "we basically have built AGI, or very close to it" before dialing back his claim to "a spiritual statement, not a literal one" (Richard Nieva/Forbes)

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Epic reports third-party game revenue on the Epic Games Store up 57% YoY in 2025 to $400M, total spend up 6% to $1.16B, and total player hours down 14% to 6.65B (Jon Hicks/GamesIndustry.biz)

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Orion, which has developed an AI platform meant to replace data loss prevention tools, raised a $32M Series A led by Norwest, bringing its total funding to $38M (Meir Orbach/CTech)

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Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989 (Rohan Goswami/Semafor)

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The UK ICO launches a new investigation into X and xAI over "serious concerns" about Grok's data use and "its potential to produce harmful sexualized" content (Financial Times)

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Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998 (Variety)

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Fitbit co-founders James Park and Eric Friedman unveil Luffu, a self-funded startup developing an AI-powered "family care system", currently in private testing (Ina Fried/Axios)

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PayPal names HP CEO Enrique Lores as CEO, replacing interim CEO Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below est.; PYPL drops 15%+ (Paige Smith/Bloomberg)

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A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ users; analysts expect $2.9B in 2025 net income (Michael Pooler/Financial Times)

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Uber rolls out its service in the Chinese gambling hub of Macau, its first new entry to an Asian market for years; Uber sold its China business to Didi in 2016 (Newley Purnell/Bloomberg)

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Sources: OpenAI is prioritizing ChatGPT over long-term research, prompting senior staff departures; Sora and DALL-E teams felt neglected and under resourced (Cristina Criddle/Financial Times)

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The Paris prosecutor's office says it raided X's French offices with Europol and summons Elon Musk and former CEO Linda Yaccarino to appear at hearings in April (Liv McMahon/BBC)

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Q&A with Docusign CEO Allan Thygesen on Docusign's workforce growing to 7,000 staffers, its Intelligent Agreement Management system, AI hallucinations, and more (Nilay Patel/The Verge)

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