Reading List

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

A critique of a large UK social media study that suggested measures like social media bans are unlikely to have an effect on teens' long term mental health (Casey Newton/Platformer)

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Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55% (Dylan Loh/Nikkei Asia)

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Samsung says it will introduce a display feature for the Galaxy S26 series that improves "privacy at a pixel level" to protect users from "shoulder surfing" (Abhijeet Mishra/SamMobile)

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SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (Dylan Butts/CNBC)

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A look at AI-powered tools and apps like Aira Explorer that are helping blind people access visual feedback about their bodies, sometimes for the first time (Milagros Costabel/BBC)

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Several Indian tech workers say they are buckling under deadline pressure and worry about layoffs, with many fearing conditions will worsen with the rise of AI (Parth Mn/Rest of World)

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Q&A with James Wu on leaving his role as DJI's chief scientist to found FJDynamics to build robots for labor intensive sectors like agriculture and construction (Zijing Wu/Financial Times)

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A look at "neolabs" such as Safe Superintelligence and Humans&, which give priority to long-term AI R&D over immediate profits; dozens have become unicorns (Kate Clark/Wall Street Journal)

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ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (Arjun Kharpal/CNBC)

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Sources: Google sends "cease and desist" letters to Kantar, halting Kantar and Barb's UK TV measurement tools comparing YouTube with linear TV and streamers (Daniel Thomas/Financial Times)

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ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est. (Reuters)

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Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (Melissa Heikkilä/Financial Times)

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The AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing eight of 13 recommendations and going further than Anthropic (Rocket Drew/The Information)

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Sources: Elon Musk proposes timing SpaceX's IPO with a rare planetary alignment and his June birthday; SpaceX seeks to raise up to $50B at a ~$1.5T valuation (Financial Times)

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Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026 (Kang Yoon-seung/Yonhap News Agency)

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Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (The Information)

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Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (Reuters)

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Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders (Carrie LaFrenz/Australian Financial Review)

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Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (Sri Muppidi/The Information)

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Memo: Tim Cook told Apple staff that he is "heartbroken by the events in Minneapolis", calls for a "deescalation", and says he discussed it with President Trump (Mark Gurman/Bloomberg)

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