Reading List

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

Q&A with David Liu, CEO of PlusAI, which is slated to go public next month, on the ongoing commercial trial of its autonomous truck driving software, and more (Rani Molla/Sherwood News)

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Domain Name Stat: the number of .ai domains passes 1M; data suggests Anguilla, the UK territory managing the domain, made ~$70M in fees in the past year (Sherwood News)

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HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content (Manish Singh/India Dispatch)

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Analysis: scientists who appeared to use LLMs posted 33% more papers on arXiv than those who didn't, as concerns grow over AI slop in scientific publishing (Ross Andersen/The Atlantic)

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A look at Clawdbot, an open-source personal AI agent that runs locally on the user's computer and integrates with multiple LLMs and messaging services (Federico Viticci/MacStories)

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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)

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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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