Reading List

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

An Amazon seller reveals how middlemen on chat apps offer access to Amazon employees who allegedly grant favors, like reinstating suspended accounts, for a fee (Spencer Soper/Bloomberg)

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Hang Ten Systems, led by former Infosys CEO Vishal Sikka, launches with a $32M seed led by Mayfield to help enterprises use AI to run software at a lower cost (Jagmeet Singh/TechCrunch)

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Trase, which is building an operating system and infrastructure layer for AI agents in industries like health care and defense, raised a $107M seed led by Arch (Brock E.W. Turner/Axios)

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Paris-based digital health insurance startup Alan raised €480M led by Prosus at a €5.5B valuation, and is set for €1B+ in annual recurring revenue by year's end (Tim Bradshaw/Financial Times)

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Utah Senate President J. Stuart Adams, who championed a huge data center beside the Great Salt Lake, lost his Republican primary on Tuesday after voter backlash (Jack Healy/New York Times)

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SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (The Information)

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Qualcomm expects $15B in data center chip sales by 2029, raises its non-handset chip revenue forecast to $40B by 2029, up from $22B; QCOM jumps 13%+ after hours (Reuters)

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Cloudflare partners with Google, Microsoft, and Mozilla on PACT, a protocol to distinguish legitimate human or bot traffic from undesirable network requests (Thomas Claburn/The Register)

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Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (Kif Leswing/CNBC)

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Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, accessing Claude 28.8M times from April to June via ~25K accounts (Maggie Eastland/Bloomberg)

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Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (Kif Leswing/CNBC)

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Sources: Kalshi is in talks to raise a funding round at a ~$40B valuation that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May (Financial Times)

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Documents: Meta's planned prediction markets app will use Meta AI models to generate questions from trending topics, make recommendations, and resolve markets (Bobby Allyn/NPR)

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Sources: Google AI researchers Jonas Adler and Alexander Pritzel, both viewed internally as key contributors to Gemini, are planning to leave for Anthropic (Bloomberg)

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Google says computer use is now a built-in tool supported in Gemini 3.5 Flash, available via the Gemini API and Gemini Enterprise Agent Platform (Mateo Quiros/The Keyword)

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Binance says it will make a fresh push for permission to operate in the EU after its MiCA license application in Greece failed ahead of the June 30 deadline (Reuters)

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Runlayer, which provides an infrastructure and control layer for enterprise AI agents, raised a $30M Series A led by Felicis, bringing its total funding to $42M (Lily Mae Lazarus/Fortune)

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Seltz, which is building a web search engine that can be used by AI agents, raised a $12.5M seed led by Speedinvest and B Capital (Jeremy Kahn/Fortune)

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Nature publishes a peer-reviewed paper alleging that Microsoft's 2025 quantum breakthrough claims were based on "basic Python errors" and data cherry-picking (Thomas Claburn/The Register)

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Sources: the Trump administration has been happier talking to Anthropic lately after Dario Amodei was replaced by cofounder Tom Brown in meetings about Fable 5 (Hugo Lowell/Wired)

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