Reading List

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

Moonshot says Kimi K2.5 is "the foundation" of Cursor's Composer 2 model; Cursor says it "should have mentioned" Composer 2 started from the base of Kimi K2.5 (@kimi_moonshot)

Techmeme

Super Micro says co-founder Yih-Shyan Liaw has resigned from its board after US prosecutors indicted him on allegations of smuggling Nvidia AI chips to China (Jordan Novet/CNBC)

Techmeme

Anthropic launches Claude Code channels, which let users interact with a Claude Code session through Telegram and Discord (Marcus Schuler/Implicator.ai)

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Jensen Huang proposes a compensation model where engineers receive an AI token budget on top of their base salary, to deploy agents as productivity multipliers (Anniek Bao/CNBC)

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Pinterest CEO Bill Ready calls on governments to ban social media for users under 16, says social platforms gave "insufficient forethought" about consequences (Bill Ready/Time)

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Microsoft acknowledges complaints about Windows 11, promising a reduction of "unnecessary" Copilot integrations, more control over updates, and more (Ed Bott/ZDNET)

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Sources: contract electronics manufacturer Zetwerk plans to file for an IPO in India, aiming to raise ~$550M at a ~$4B valuation; it was valued at $3.1B in 2024 (Reuters)

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Memo: Roblox is planning to take a share of revenue from sponsorships in its games and is overhauling advertising policies beginning May 4 (Cecilia D'Anastasio/Bloomberg)

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A judge issues an order requiring Kalshi to temporarily halt sports and election contracts in Nevada, the first US state to force Kalshi to cease operations (Kate Knibbs/Wired)

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WordPress.com says it will now allow AI agents to draft, edit, and publish content on customers' websites, as well as manage comments, update metadata, and more (Sarah Perez/TechCrunch)

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OpenAI plans "an autonomous AI research intern" by September and says its "North Star" is to build a fully automated multi-agent research system by 2028 (Will Douglas Heaven/MIT Technology Review)

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A new anonymous Substack alleges AI compliance startup Delve "faked" compliance for startups by generating pre-populated audit reports and fabricating evidence (DeepDelver)

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Google is running a "small" experiment replacing news headlines in search results with AI-generated ones, after adding the feature in Google Discover in January (Sean Hollister/The Verge)

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Mistral's CEO proposes a revenue-based levy for AI model providers in the EU, to be invested "in new content creation and supporting Europe's cultural sectors" (Arthur Mensch/Financial Times)

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The White House releases an AI policy framework, explicitly calling on Congress to preempt state AI laws, create age-gating requirements for AI models, and more (Politico)

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Filing: Unitree, China's leading robot company, is aiming to raise ~$610M in its Shanghai IPO; it brought in ~$247M in revenue in 2025 and ~$41.6M in net profit (Jessica Sui/Bloomberg)

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Sources: Amazon's ZeroOne unit is developing "Transformer", a phone that syncs with Alexa; it would be Amazon's second smartphone, after the Fire Phone in 2014 (Greg Bensinger/Reuters)

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Shareholder letter: crypto exchange Gemini has cut ~30% of its staff since the start of 2026 and employed ~445 people as of March 1; Gemini lost $500M+ in 2025 (Olga Kharif/Bloomberg)

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Memo: ByteDance agrees to sell gaming unit Moonton to Savvy Games, owned by Saudi Arabia's PIF, sources say for $6B; ByteDance bought Moonton for ~$4B in 2021 (Bloomberg)

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Xiaomi unveils its MiMo-V2 AI models, including the 1T-parameter MiMo-V2-Pro, codenamed Hunter Alpha, which Xiaomi says benchmarks close to GPT-5.2 and Opus 4.6 (Carl Franzen/VentureBeat)

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