Reading List

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

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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Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing (Bloomberg)

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IDC: India's PC market had its strongest year on record in 2025, with shipments up 10.2% YoY to 15.9M units; commercial buyers accounted for 52.9% of shipments (Jagmeet Singh/TechCrunch)

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How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)

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President Trump signs an EO aimed at fighting cybercrime, directing officials to identify robust tools to combat transnational criminal organizations (Catherine Lucey/Bloomberg)

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Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site (Bloomberg)

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Q&A with Block CEO Jack Dorsey on laying off 40% of the company's workers, wanting Block to "feel like a mini AGI", his take on Elon Musk's X, and more (Steven Levy/Wired)

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Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services (Shirin Ghaffary/Bloomberg)

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Nintendo of America sues the US government, seeking a refund with interest for tariffs that the company says Trump implemented in "unlawful" EOs (Nicole Carpenter/Aftermath)

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Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more (Pirate Wires)

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OpenAI rolls out Codex Security, an AI agent that evolved from its research project Aardvark to automate vulnerability discovery, validation, and remediation (Sam Sabin/Axios)

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Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk (Jennifer Elias/CNBC)

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Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (Lola Murti/CNBC)

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How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)

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Pentagon names ex-DOGE employee Gavin Kliger as Chief Data Officer to lead its AI efforts; Kliger previously reposted white supremacist Nick Fuentes' content (Alexandra Alper/Reuters)

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Source: the 2024 cyber-attack by the Scattered Spider group on Transport For London resulted in the theft of personal data of ~10M people (Joe Tidy/BBC)

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OpenAI says it is delaying the launch of ChatGPT Adult Mode, originally planned for Q1, to focus on higher priorities, like gains in intelligence (Alex Heath/Sources)

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Robinhood debuts its $658.4M venture fund on the NYSE, pricing the IPO at $25 per share, offering retail investors access to private companies like Databricks (Manya Saini/Reuters)

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Hayden AI, which raised $180M for its traffic management system, sues its ex-CEO Chris Carson Jr. for allegedly using its data to start a competitor and more (William Hicks/San Francisco Business ...)

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Mozilla says Claude Opus 4.6 found 100+ bugs in Firefox in two weeks in January, 14 of them high-severity, more than the bugs typically reported in two months (Robert McMillan/Wall Street Journal)

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