Reading List

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

An experiment finds X's feed algorithm favored conservative content, and switching to the For You feed shifted users' views toward more conservative positions (Ece Yildirim/Gizmodo)

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Sources: OpenAI is close to finalizing the first phase of its $100B round; its overall valuation, including the eventual funding, could exceed $850B (Bloomberg)

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Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (The Information)

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Bluesky integrates Germ DM, an E2E encrypted messaging app built on AT Protocol, making it the first private messenger natively available in the Bluesky app (Sarah Perez/TechCrunch)

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A US judge rules ex-Palantir employees likely violated confidentiality and non-solicitation agreements in founding Percepta, but declines to stop their work (Bob Van Voris/Bloomberg)

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The UK proposes new rules requiring tech firms to remove nonconsensual abusive content within 48 hours or risk blocking and fines of up to 10% of global revenue (The Guardian)

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Crypto lending firm Ledn sold $188M in securitized bonds backed by bitcoin loans, making it the first deal of its kind in the market for asset-backed debt (Bloomberg)

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Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (Lora Kolodny/CNBC)

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Sources: the US State Department is developing an online portal at "freedom.gov" to let users in Europe and elsewhere view content banned by their governments (Reuters)

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Selector, which offers an AI platform that promises to simplify network monitoring, raised a $32M Series B led by AVP at a $375M valuation (Maria Deutscher/SiliconANGLE)

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Venice, which develops identity security software, emerges from stealth after raising a $25M Series A led by IVP, following an $8M seed round (Meir Orbach/CTech)

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Remitly co-founder Matt Oppenheimer steps down as CEO, will be succeeded by Banco Santander executive Sebastian Gunningham (Bloomberg)

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DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (Samantha Subin/CNBC)

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eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6%+ after hours (Spencer Soper/Bloomberg)

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Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (Jordan Novet/CNBC)

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eBay agrees to acquire secondhand clothing app Depop from Etsy for ~$1.2B in cash; Etsy bought Depop in 2021 for $1.6B; ETSY jumps 17%+ after hours (Niko Gallogly/New York Times)

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Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI (Jyoti Mann/The Information)

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Social media addiction trial: Mark Zuckerberg says increasing engagement on Instagram is not a company goal and that Meta removes underage users it identifies (CNBC)

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OpenAI and Paradigm announce EVMbench, a benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities (OpenAI)

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Apple adds support for third-party voice-based conversational apps in CarPlay starting with iOS 26.4, letting CarPlay users access apps like AI chatbots (Juli Clover/MacRumors)

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