Reading List

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

EquipmentShare, which runs a jobsite tech and equipment rental platform for the construction industry, raised $747.3M in its IPO, valuing the company at $7.16B (Reuters)

Techmeme

Tests show GPT-5.2 on ChatGPT is citing Grokipedia as a source on some obscure topics, including Iranian political structures (Aisha Down/The Guardian)

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Source: OpenAI mulls new tools to help business users understand the financial benefits of using its products and has made changes to its sales force strategy (The Information)

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SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia (Matt Phillips/Sherwood News)

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Nifty Gateway, the NFT trading platform which had facilitated $300M in sales by mid-2021, enters withdrawal-only mode and plans to shut down on Feb. 23, 2026 (CoinDesk)

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Microsoft confirms it does provide BitLocker recovery keys for encrypted data if it receives a valid legal order and the user has stored the keys on its servers (Thomas Brewster/Forbes)

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Sources: the EU's executive arm is drafting new legislation aimed at promoting tech sovereignty and openly discussing the security risks posed by US tech (Wall Street Journal)

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Elliptic: ruble-backed stablecoin A7A5 surpassed $100B in transactions in under a year, but demand cooled and daily volume fell from a peak of $1.5B+ to ~$500M (Melos Ambaye/Bloomberg)

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Counterpoint: India smartphone shipments were flat YoY at ~153M; Apple shipped 14M iPhones, raising its share of shipments to a record 9%, up from 7% in 2024 (Jagmeet Singh/TechCrunch)

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A look at Kalshi and Polymarket's rise; reports say Polymarket had 491K monthly active traders in December 2025, and <0.04% of addresses took 70% of profits (Benjamin Wallace/New York Times)

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OpenAI and longtime US government contractor Leidos announce a partnership to roll out generative and agentic AI tools for specific missions at federal agencies (Miranda Nazzaro/FedScoop)

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Sources: the Trump administration dismissed two Commerce Department officials, who focused on Chinese tech threats, raising concerns about a softening stance (Wall Street Journal)

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Memo: TikTok CEO Shou Chew hailed the establishment of the TikTok USDS JV as "great news", and said the app is used by 200M US users and 7.5M US businesses (Dan Whateley/Business Insider)

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Intel's stock, riding high for months after the US government took a 10% stake, crashed 17% on Jan. 23, after the company flagged continued operational issues (Wall Street Journal)

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Sources: Grab's planned acquisition of GoTo has hit a snag over Indonesian carrier Telkomsel's unwillingness to sell its ~2% stake in GoTo at current valuations (Bloomberg)

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Google acquires Common Sense Machines, which offers AI models that create 3D assets from 2D images; the startup was founded in 2020 and last valued at $15M (The Information)

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TikTok users in the US were presented with a new privacy policy; the changes were part of the app's ownership transition and now allow precise location tracking (Reece Rogers/Wired)

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Court filing: SEC drops a case against Gemini Trust, founded by the Winklevoss twins, major Trump donors; the case stemmed from Gemini Earn's implosion (New York Times)

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Google Photos' latest generative AI-powered feature, "Me Meme", lets users create memes from their own images, launching first in the US (Sarah Perez/TechCrunch)

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Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal (The Information)

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