Reading List

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

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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Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (The Information)

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Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (Salvador Rodriguez/CNBC)

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IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (Pia Singh/CNBC)

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Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility "to ensure we pay 100% of the costs" tied to the campus (Annie Palmer/CNBC)

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Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (Angel Au-Yeung/Wall Street Journal)

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Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D (Katie Fehrenbacher/Axios)

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Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (Wall Street Journal)

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Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI (Echo Wang/Reuters)

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Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research (Jack Pitcher/Wall Street Journal)

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Sources: Trump's "Board of Peace" is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a "Gaza Coin" or a new Palestinian currency (Financial Times)

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Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its value; PYPL closes up 5.76% (Bloomberg)

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Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI (Anthropic)

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Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B (Yazhou Sun/Bloomberg)

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OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (Ashley Capoot/CNBC)

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Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the "Xbox everywhere" strategy (Tom Warren/The Verge)

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Anthropic-backed super PAC Public First Action begins running ads urging AI regulations in New Jersey; the PAC raised nearly $50M and now aims to raise $75M (Cecilia Kang/New York Times)

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Aalyria, a Google spinoff whose software allows routing of traffic across diverse satellite platforms in low earth orbit, raised $100M at a $1.3B valuation (Lora Kolodny/CNBC)

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HR app Humand, used by 1.5M+ "deskless" workers in construction, retail, hospitals, and more, raised a $66M Series A led by Goodwater and Kaszek (Maria Clara Cobo/Bloomberg)

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Uber launches Uber Autonomous Solutions, offering services like insurance, roadside assistance, and "AV mission control" tools, and will offer fleet financing (Rafe Rosner-Uddin/Financial Times)

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