Reading List

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

Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect (Wall Street Journal)

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Q&A with Reiner Pope, a former Google TPU architect and CEO of MatX, which designs specialized chips for LLMs, on the limitations of current AI chips, and more (John Collison/Cheeky Pint)

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The Pentagon's fight with Anthropic sparks fears in Silicon Valley and the Capitol of a fundamental shift in the balance of power between DC and the AI industry (Brendan Bordelon/Politico)

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Dario Amodei says "we are patriotic Americans" and Anthropic fears some AI uses could clash with American values as AI's potential gets "ahead of the law" (Jo Ling/CBS News)

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How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work (New York Times)

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AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize (Manish Singh/India Dispatch)

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Tests of 12+ AI-detection tools show many can spot basic fakes, but struggle with complex images; few analyze video, and most identified fake audio (Stuart A. Thompson/New York Times)

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US Congressional Joint Economic Committee report: US consumers lost $20.9B nominally to identity theft from four major data broker breaches over the past decade (Dell Cameron/Wired)

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Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years (Tim Culpan/Culpium)

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After DOD's designation of Anthropic as a supply chain risk on social media, contract experts weigh in on the ramifications for the company and its customers (Wired)

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Coupang reports Q4 revenue up 11% YoY to $8.8B, below $8.9B est., and a net loss of $26M, versus $131M net profit in Q4 2024, hurt by fallout from a data breach (Reuters)

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Source: India issued a blocking order on February 24 to restrict access to developer database service Supabase; the government did not publicly cite a reason (Jagmeet Singh/TechCrunch)

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Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (Wall Street Journal)

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Sam Altman says OpenAI reached an agreement with the DOD to deploy its models in DOD's classified network and asks DOD to extend those terms to all AI companies (Sam Altman/@sama)

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A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review (Fast Company)

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Sources: DeepSeek plans to release its multimodal model V4 next week and worked with Huawei and Chinese AI chipmaker Cambricon to optimize V4 for their products (Financial Times)

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Anthropic says it'll challenge "any supply chain risk designation in court" and that the designation would only affect contractors' use of Claude on DOD work (Anthropic)

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Source: Sam Altman told employees the DOD is willing to let OpenAI build its own "safety stack" and won't force OpenAI to comply if its model refuses a task (Sharon Goldman/Fortune)

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Source: the DOD appears to have accepted OpenAI's safety red lines, which were similar to Anthropic's, to deploy OpenAI's tech in classified settings (Maria Curi/Axios)

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Sources: crypto investment firm Paradigm is looking to raise up to $1.5B for a new fund to expand into AI, robotics, and other forms of frontier tech (Yuliya Chernova/Wall Street Journal)

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