Reading List

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

AWS says its facilities in the Middle East are facing power and connectivity issues after drones "directly struck" its infrastructure in the UAE and Bahrain (Annie Palmer/CNBC)

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Bengaluru-based Pronto, which offers on-demand home-help services like cooking and cleaning, raised a $25M Series B led by Epiq Capital at a $100M valuation (Sankalp Phartiyal/Bloomberg)

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OpenAI and the DOD agree to add more surveillance protections to the recent AI deal; sources say Sam Altman approached the DOD's Emil Michael to rework the deal (Maria Curi/Axios)

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Anthropic brings Claude's memory feature to free users, after launching it for paid users in October 2025 (Igor Bonifacic/Engadget)

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Sources: X and xAI are set to repay ~$17.5B of debt in full; X took on ~$12.5B of debt during Musk's purchase, and xAI borrowed $5B via bonds and loans in June (Bloomberg)

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MongoDB reports Q4 revenue up 27% YoY to $695.1M, above $670M est., and forecasts Q1 adjusted earnings per share below estimates; MDB drops 22%+ pre-market (Angela Palumbo/Barron's Online)

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Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech (Katrina Manson/Bloomberg)

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Filing: Japan's PayPay is seeking to raise up to $1.1B at an up to $13.4B valuation in its US IPO, selling nearly 55M shares priced between $17 and $20 each (Arasu Kannagi Basil/Reuters)

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Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, and about 60% of the revenue is coming from corporate customers (Rachel Metz/Bloomberg)

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The US Treasury Department, State Department, and federal housing agency are ending use of Anthropic products; State Department says it will switch to OpenAI (Reuters)

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Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (Bloomberg)

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Iranians turn to Starlink, decentralized messaging apps, and VPNs to circumvent an internet blackout; NetBlocks says connectivity is at 1% of ordinary levels (Bloomberg)

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New York-based Ease Health, which is building an AI-native OS for behavioral health providers, emerged from stealth and raised a $41M Series A led by a16z (Vignesh R/Tech Funding News)

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Alibaba releases the open-weight Qwen3.5 Small Model Series in 0.8B, 2B, 4B, and 9B sizes, claiming the 9B model rivals OpenAI's gpt-oss-120b on some benchmarks (Carl Franzen/VentureBeat)

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Sources: SoftBank-owned Japanese payments app PayPay delays its IPO roadshow that was scheduled to launch Monday, as markets were rattled by the strikes in Iran (Echo Wang/Reuters)

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ByteDance shares details about its "Project Swan" headset, set to launch this year with a 4,000-PPI micro-OLED display, and unveils Pico OS 6, its new XR OS (David Heaney/UploadVR)

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A profile of Palmer Luckey and his startup Anduril, which has more than $6B in global contracts, had roughly $2B in revenue last year, and is valued at ~$31B (New York Times)

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Anthropic's $60B+ in funding, half of which came just last month, from over 200 investors is now at risk due to the company's contract dispute with the Pentagon (Dan Primack/Axios)

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Sources: Reflection AI, which is developing open foundation models, seeks to raise $2B+ at a $20B+ valuation, after raising $2B at an $8B valuation in October (Financial Times)

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X announces a "Paid Partnership" label that creators can apply to their posts to indicate they're ads; until now, creators relied on hashtags to label posts (Sarah Perez/TechCrunch)

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