Reading List

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

Munich-based RobCo, which makes robotic arms and factory automation software, raised $100M led by Lingotto and Lightspeed, a source says at a $500M+ valuation (Mark Bergen/Bloomberg)

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Amazon reported hundreds of thousands of pieces of potential CSAM in AI training data to NCMEC in 2025; child safety officials say Amazon didn't give the source (Bloomberg)

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Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (Kim Jaewon/Nikkei Asia)

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Chinese media: China executed 11 members of the Ming mafia family that ran online scam centres in Myanmar; five Bai family members are also sentenced to death (Koh Ewe/BBC)

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Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles (Jiahui Huang/Wall Street Journal)

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The US SEC clarifies its tokenized stock rules, saying they are subject to securities and derivatives rules and issuer approval is required for true ownership (Sam Reynolds/CoinDesk)

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Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI (Financial Times)

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STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. (Christina Kyriasoglou/Bloomberg)

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Amazon's $35M marketing campaign for Melania is ~10x the budget for similar documentaries like CNN's RBG; some suggest Amazon is currying favor with Trump (New York Times)

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SAP reports Q4 revenue up 3% YoY to €9.68B, adjusted operating profit up 27% to €2.83B, and forecasts 2026 cloud revenue to grow 23%+ to €25.8B; SAP falls 14%+ (Bloomberg)

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Airtable unveils Superagent, a service that can deploy AI agents in parallel for tasks like market analysis, its first standalone product in its 13-year history (Connie Loizos/TechCrunch)

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Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (Norman Goh/Nikkei Asia)

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The US construction industry is adopting AI tools to improve project management and support site managers and foremen; IDC says 60% of firms use some form of AI (Belle Lin/Wall Street Journal)

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A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025 (Financial Times)

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Security researchers warn Moltbot, previously Clawdbot, requires a specialist skillset to use safely, as data exposure risks persist even when set up correctly (Connor Jones/The Register)

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A federal judge in Virginia ruled that Norfolk's use of ~200 Flock automated license plate scanners is constitutional and doesn't violate the Fourth Amendment (Cyrus Farivar/Ars Technica)

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Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B (Momoka Yokoyama/Bloomberg)

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SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B (Dylan Butts/CNBC)

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New York-based Sword Health, which develops AI-powered tech for managing pain and offers remote physical therapy, agrees to acquire rival Kaia Health for $285M (Henrique Almeida/Bloomberg)

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Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (Stephen Nellis/Reuters)

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