Reading List

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

Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., net income up 71% YoY to $2B, and forecasts Q2 revenue above est.; AMAT jumps 10%+ (Dina Bass/Bloomberg)

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A US jury finds Apple did not infringe Optis' 4G wireless technology patents, after two earlier trial verdicts Optis had won were overturned (Blake Brittain/Reuters)

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Russia confirms it has blocked WhatsApp, citing Meta's "unwillingness to comply with Russian law", and proposes that Russians switch to the state-owned Max app (Reuters)

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In a memo to US lawmakers, OpenAI accused DeepSeek of using distillation techniques to train the next generation of R1 and "free-ride" on leading US AI models (Bloomberg)

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Coinbase reports Q4 revenue down 22% YoY to $1.78B, vs. $1.84B est., transaction revenue down 37% to $983M, a net loss of $667M, vs. a $1.3B profit in Q4 2024 (André Beganski/Decrypt)

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Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline (Marina Temkin/TechCrunch)

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Instacart reports Q4 revenue up 12% YoY to $992M vs. $974M est., gross transaction value up 14% to $9.85B, gives strong Q1 guidance; CART jumps 14%+ after hours (Samantha Subin/CNBC)

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Roku reports Q4 revenue up 16% YoY to $1.39B, vs. $1.35B est., and an $80.5M net income, vs. a $35.5M loss in Q4 2024; ROKU jumps 9%+ after hours (Lucas Manfredi/The Wrap)

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Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)

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Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (Jonathan Vanian/CNBC)

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Highspot, which has raised $650M and makes AI-powered sales enablement software, plans to merge with rival Seismic; the combined company will be called Seismic (Taylor Soper/GeekWire)

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IBM says it plans to triple entry-level hiring in the US in 2026 "for all these jobs that we're being told AI can do" (Jo Constantz/Bloomberg)

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Cisco stock falls 12%+ as rising memory prices put pressure on the networking company's margins; it is the stock's worst day since 2022 (Lola Murti/CNBC)

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Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (George Hammond/Financial Times)

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An interview with OpenAI president Greg Brockman on donating $50M to AI and pro-Trump super PACs, why such donations serve a larger AI mission, and more (Maxwell Zeff/Wired)

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Ever, which says it is the first "AI-native, full-stack" retail marketplace for electric vehicles, raised a $31M Series A led by Eclipse (Sean O'Kane/TechCrunch)

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Anthropic says its run-rate revenue hit $14B, growing over 10x annually in the past three years, and Claude Code's run-rate revenue hit $2.5B (Ashley Capoot/CNBC)

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Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation (Anthropic)

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Spotify says AI is helping it speed up coding and product velocity and its best developers "have not written a single line of code since December" (Sarah Perez/TechCrunch)

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Sources: Palo Alto Networks ordered the removal of direct attributions to China from a Unit 42 report on a hacking campaign over fears of retaliation from China (Reuters)

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