Reading List

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

Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (Financial Times)

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The US EPA rules that xAI acted illegally by using dozens of methane gas turbines to power its Colossus 1 and Colossus 2 data centers in the Memphis area (Dara Kerr/The Guardian)

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Sources: leaders at Thinking Machines Lab confronted Barret Zoph over an alleged relationship with another employee, who is no longer at the lab, in summer 2025 (Maxwell Zeff/Wired)

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Anthropic makes Claude Cowork available to $20/month Pro subscribers, after launching it for Max users, and says Pro users may hit their usage limits sooner (Ian Carlos Campbell/Engadget)

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California's AG sends a cease-and-desist letter to xAI, demanding the company halt the generation and distribution of non-consensual intimate images and CSAM (Julianna Bragg/Axios)

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Google says it's appealing the US v. Google ruling that found it has an illegal search monopoly and asks a court to pause some of the remedies during the appeal (Lauren Feiner/The Verge)

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Sources: Anchorage Digital, the first federally chartered US digital asset bank, is seeking to raise $200M to $400M, ahead of a possible IPO in 2027 (Olga Kharif/Bloomberg)

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Sources: Google is in talks with broadband operator Radiate to set up a JV to hold their fiber assets; Stonepeak Partners will invest $1B to support the deal (Bloomberg)

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Claude Code represents a "ChatGPT moment repeated" and an "extinction-level event" for horizontal software companies focused on human-oriented consumption (Doug OLaughlin/Fabricated Knowledge)

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Sources: ElevenLabs seeks to raise hundreds of millions at a valuation of $11B, four months after a secondary share sale that valued it at $6.6B (Financial Times)

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Some top California Democrats join Governor Gavin Newsom in opposing a ballot initiative led by a healthcare union seeking a one-time 5% tax on $1B+ in assets (Bloomberg)

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FTC Chairman Andrew Ferguson says the agency is examining Big Tech's acqui-hires to make sure "they are not an attempt to get around" its merger review process (Bloomberg)

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TikTok has launched a standalone micro drama app, PineDrama, in the US and Brazil, offering vertical serialized shows for free without ads or paywalls for now (Business Insider)

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OpenAI expands its ChatGPT Go tier to the US and the rest of the world, after launching it in India and some other countries; it will cost $8/month in the US (Elissa Welle/The Verge)

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OpenAI will match ads to conversation topics using some personalization data, but says it will not sell user data or expose user conversations to advertisers (Maxwell Zeff/Wired)

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OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make "low billions" from ads in 2026 (Financial Times)

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Vietnam's military-run telecom company Viettel begins construction of the country's first chip plant, with trial production expected to start by late 2027 (Phuong Nguyen/Reuters)

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Istanbul-based TaleMonster Games, the studio behind the puzzle game Match Valley, raised a $30M Series A led by Arcadia Gaming Partners and a16z (Tamara Djurickovic/Tech.eu)

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Analysis: Colossus 2, one of the world's largest AI datacenters, uses roughly the same water resources required to supply 2.5 typical In-N-Out Burger locations (SemiAnalysis)

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Unsealed docs from Elon Musk's OpenAI lawsuit, set for a jury trial on April 27: Sutskever's concerns about treating open-source AI as a "side show", and more (Alex Heath/Sources)

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