Reading List

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

European military officials worry "tech sovereignty" ideas may have serious consequences for European security, given their reliance on US software and networks (Financial Times)

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Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (Wall Street Journal)

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Court docs: the IRS seeks $16B in back taxes and penalties from Meta, arguing it failed to report ~$54B in overseas profits; in December 2025, Meta sued the IRS (Jesse Drucker/New York Times)

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Russian media: Russia opens an investigation into Telegram founder Pavel Durov for "abetting terrorist activities", as it promotes its state-run rival Max app (Max Seddon/Financial Times)

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How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans (Tripp Mickle/New York Times)

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Samsung's $2,899 Galaxy Z TriFold works well as a smartphone, especially for entertainment, but falls short as a tablet and laptop, marred by unpredictability (Chris Welch/Bloomberg)

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The UK plans to update the Media Act 2024 to bring streaming platforms with 500K+ users under "enhanced" Ofcom regulation, giving it power to investigate them (K.J. Yossman/Variety)

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Anthropic introduces "persona selection model", a theory to explain AI's human-like behavior, and details how AI personas form in pre-training and post-training (Anthropic)

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Discord says it "ran a limited test of Persona in the UK" to verify user ages and "that test has since concluded", distancing itself from Persona amid backlash (Emma Roth/The Verge)

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A look at the challenges some AI developers face in building models to extract trillions of high-quality tokens from PDFs, which are hard to parse, for training (Josh Dzieza/The Verge)

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Bengaluru-based Xflow, which facilitates B2B cross-border payments, raised a $16.6M Series A led by GC at an $85M valuation, bringing its total raised to $32M+ (Jagmeet Singh/TechCrunch)

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Filings: some Meta execs warned in 2019 that adding E2E encryption to Facebook and Instagram messaging would hinder the ability to flag CSAM to law enforcement (Reuters)

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A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions (Rolfe Winkler/Wall Street Journal)

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Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years (Rolfe Winkler/Wall Street Journal)

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A court-appointed administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and hasten Terraform's fall (Vicky Ge Huang/Wall Street Journal)

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How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ (Wall Street Journal)

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Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (Lora Kolodny/CNBC)

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A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (Reuters)

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Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares (Bloomberg)

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A DOD official says xAI has agreed to let the military use Grok in classified systems and agreed to the "all lawful use" standard, which Anthropic has refused (Axios)

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