Reading List

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

Alphabet's Intrinsic, which builds AI models and software for industrial robots, joins Google; it will remain a distinct entity and work with Google DeepMind (Rebecca Szkutak/TechCrunch)

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Snowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (Jaspreet Singh/Reuters)

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Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates (Anhata Rooprai/Reuters)

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Sources: DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms it was contacted (Axios)

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AMD will buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications (Brody Ford/Bloomberg)

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Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (Reuters)

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Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (Ian King/Bloomberg)

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Salesforce reports Q4 revenue up 12% YoY to $11.2B, vs. $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program (Zaheer Kachwala/Reuters)

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Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, positive DPI for four early funds, including 2.4x for 2016's Thrive V, more (Eric Newcomer/Newcomer)

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Source: Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines (Foo Yun Chee/Reuters)

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Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to "advance Claude's computer use capabilities" (Todd Bishop/GeekWire)

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New Mexico's Meta lawsuit: some police officers testify that Meta's AI is sending a flood of "junk" CSAM reports that are draining resources and slowing cases (Katie McQue/The Guardian)

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Sources: Thrive invested $1B in OpenAI in 2025 at a $285B valuation in a transaction akin to a call option; OpenAI was separately raising at a $830B valuation (Yuliya Chernova/Wall Street Journal)

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Perplexity launches Perplexity Computer, "a general-purpose digital worker" that can route work across 19 AI models, available initially for Max subscribers (Jason Hiner/The Deep View)

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Google launches task automation for Gemini on Pixel 10 and Samsung Galaxy S26, enabling Gemini to autonomously perform tasks using apps like Uber and DoorDash (Allison Johnson/The Verge)

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Hands-on with Galaxy S26 Ultra's Privacy Display: the two sets of pixels that lets users toggle the viewing angle to prevent screen peeking is very impressive (Allison Johnson/The Verge)

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Source: Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will sign White House's initiative to build their own electricity supply for AI data centers (Emma Colton/Fox News)

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Samsung announces the Galaxy S26 and S26 Plus, featuring a Snapdragon 8 Elite Gen 5 for Galaxy chipset, starting at $899 and $1099, respectively, a $100 hike (Patrick Holland/CNET)

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Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display feature that limits screen legibility, a new agentic AI, an improved night mode, and more (Prakhar Khanna/ZDNET)

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Samsung launches the $179 Galaxy Buds 4 and $249 Buds 4 Pro, keeping the AirPods-esque design, with better battery life and noise canceling, available March 11 (John Higgins/The Verge)

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