Reading List

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

eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024 (Jo Constantz/Bloomberg)

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Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+ (Wall Street Journal)

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Bermuda-based crypto trading platform STS Digital, which caters to institutional investors, raised $30M led by CMT Digital, with Kraken and others participating (Ben Weiss/Fortune)

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Montreal-based Stay22, which helps publishers and creators earn money from online sales, raised $122M from Summit Partners and reports $1B+ in 2025 transactions (Mathieu Dion/Bloomberg)

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AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning "programming is becoming unrecognizable" (Andrej Karpathy/@karpathy)

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UK online supermarket Ocado plans to cut ~1,000 jobs and restructure its automated warehouse tech business; Kroger and Sobeys exited their Ocado deals early (Philip Stafford/Financial Times)

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Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia (Jess Weatherbed/The Verge)

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An analysis of 1,000+ YouTube Shorts videos recommended to kids: the algorithm pushes bizarre, often nonsensical, AI-generated videos, and many lack disclosures (Arijeta Lajka/New York Times)

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Anthropic retired Claude Opus 3, its first model to undergo a new "retirement interview" process, and says Opus 3 asked to write weekly essays for a newsletter (Anthropic)

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Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others (Wall Street Journal)

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Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute (Citadel Securities)

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As China grapples with a shrinking population and low birthrate, some women are finding romance with AI chatbots, leading Beijing to increase AI regulations (New York Times)

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Salesforce CEO Marc Benioff dismisses concerns of a "SaaS-pocalypse", saying companies like Anthropic use "a lot of SaaS because it just got better with agents" (Financial Times)

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As studios like Arc Raiders maker Embark embrace AI for non-essential game elements, gamers worry that AI squeezes the art out of games, amid industry job cuts (Vlad Savov/Bloomberg)

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Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (Miles Kruppa/The Information)

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Revolut says 58% of reported job scams globally came from Telegram in 2025, dwarfing other platforms for these cases, based on an analysis of 10B+ transactions (Aisha S Gani/Bloomberg)

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Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est. (Tracy Qu/Wall Street Journal)

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OpenAI says ChatGPT refused to assist a user associated with Chinese law enforcement in planning an online campaign to discredit Japanese PM Sanae Takaichi (Vlad Savov/Bloomberg)

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Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups (Financial Times)

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London-based Dwelly, which aims to roll up independent UK real estate agencies and modernize their operations using AI, raised £32M in equity and £37M in debt (Jeremy Kahn/Fortune)

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