Reading List

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

Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA (CNBC)

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Sony launches the $330 WF-1000XM6 earbuds, with AI-powered beamforming mics for enhanced voice call clarity, improved ANC, and hands-free Gemini on Android (Chris Welch/Bloomberg)

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Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers (The Keyword)

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ByteDance's new AI video generation model Seedance 2.0 goes viral in China, with one state-backed newspaper saying it is bigger than DeepSeek's "Sputnik moment" (Eduardo Baptista/Reuters)

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Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on "the occurrence of military operations" on Polymarket (Financial Times)

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Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60fps gaming; Fire TV users previously had to sideload it (Kris Holt/Engadget)

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Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more (John Collison/Cheeky Pint)

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Simile, which uses AI to help companies predict human behavior, including guessing items customers might buy, raised $100M led by Index and emerges from stealth (Edward Ludlow/Bloomberg)

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Crypto transaction volume linked to suspected human trafficking, largely based in Southeast Asia, hit hundreds of millions of dollars in 2025, up 85% YoY (Chainalysis)

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A profile of Applied Intuition, which makes self-driving simulation software and booked ~$800M in 2025 revenue at 80%+ gross margins, as it expands beyond cars (Iain Martin/Forbes)

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Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms (Theodore Schleifer/New York Times)

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Google's TIG says Gemini has been inundated by "commercially motivated" actors who are trying to clone it, including one campaign that prompted it 100K+ times (Kevin Collier/NBC News)

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Alibaba says Qwen's e-commerce service, offering a ~$3.60 voucher, generated 120M+ orders from Chinese users over the past six days, ahead of the Lunar New Year (Juro Osawa/The Information)

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Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now (Edward Ludlow/Bloomberg)

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Internal messages: Amazon steers teams to use its in-house AI coding assistant Kiro for production, prompting criticism as ~1,500 employees push for Claude Code (Eugene Kim/Business Insider)

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xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials (Theo Wayt/The Information)

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AI tools like Opus 4.6 actually do make engineers 10x more productive and are addictive, but the "AI Vampire" effect is causing widespread developer burnout (Steve Yegge)

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Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (Kai Nicol-Schwarz/CNBC)

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Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

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Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet (Jonathan Weil/Wall Street Journal)

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