Reading List

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

Leading the Future, a pro-AI PAC backed by Palantir-cofounder Joe Lonsdale, hit pro-regulation Democrat Alex Bores with attack ads over Bores' work for Palantir (Nancy Scola/Politico)

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Caitlin Kalinowski, OpenAI's head of hardware and robotics, resigns over concerns about domestic surveillance and autonomous weapons after OpenAI's DOD contract (Sharon Goldman/Fortune)

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Sources: Palmer Luckey's ModRetro, which wants to sell updated versions of 1990s consoles like the Nintendo 64, is in talks to raise funding at a $1B valuation (Financial Times)

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China's commerce ministry warns of global chip shortages due to "new conflicts" between Dutch chipmaker Nexperia and its Chinese subsidiary (Eduardo Baptista/Reuters)

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Financial figures shared with prospective investors: Anduril expects its revenue to grow 100% in 2026 to ~$4.3B, and its operating loss to rise by ~50% to $1.2B (Cory Weinberg/The Information)

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A profile of Simile, which offers "agentic twins" modeled on real people to provide answers for polling and market research for companies like CVS and Gallup (Belle Lin/Wall Street Journal)

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Roblox says it paid out $1.5B to game creators in 2025 and the top 1,000 earned $1.3M on average; 50%+ of creators list high school as their highest education (Cecilia D'Anastasio/Bloomberg)

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A look at the rivalry between Kalshi CEO Tarek Mansour and Polymarket CEO Shayne Coplan, who have competing visions for how prediction markets should grow (Bobby Allyn/NPR)

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Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (The Information)

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China's smartphone market is seeing one of its widest price hikes as memory chip crunch deepens; Meizu announces it will suspend developing new mobile hardware (Nikkei Asia)

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Google's TIG documented 90 zero-day vulnerabilities exploited in 2025, up from 78 in 2024; commercial spyware vendors and China-linked groups led the abuse (Jessica Lyons/The Register)

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US investors are pushing Asian fund managers to create special vehicles so they can invest in Asia while avoiding US investment restrictions on Chinese tech (Financial Times)

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The US' February jobs report shows the tech sector's post-2022 job losses are now outpacing past downturns in 2008 and 2020 (Business Insider)

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Alphabet gives Sundar Pichai a new three-year pay deal worth up to $692M, with stock incentives worth as much as $350M linked to the growth of Waymo and Wing (Stephen Morris/Financial Times)

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In a Twitter shareholder trial, former CEO Parag Agrawal and CFO Ned Segal disputed Musk's claims that they lied to him about the percentage of spam accounts (Bloomberg)

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A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow "any lawful" use by the government of their models (Financial Times)

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Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (Wall Street Journal)

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The Trump administration debuts its cyber strategy, outlining priorities including promoting offense operations, securing AI tech, and streamlining regulations (Tim Starks/CyberScoop)

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Sources: the US believes Chinese state-affiliated hackers breached an FBI computer network that holds information related to some domestic surveillance orders (Dustin Volz/Wall Street Journal)

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The Pentagon is right in trying to coerce Anthropic as AI may become a superweapon and nation-states must have a monopoly on the use of force (Noah Smith/Noahpinion)

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