Reading List

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

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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Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI (Financial Times)

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SoftBank reports Q3 net profit of $1.6B, below est., and Vision Fund posted a $2.4B gain, after a $4.2B gain in its OpenAI investment helped offset losses (Arjun Kharpal/CNBC)

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Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 (New York Times)

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Some of the biggest VC firms are backing both OpenAI and Anthropic, breaking a taboo by investing in competing startups, as the AI race reshapes venture capital (Bloomberg)

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Google unveils WAXAL, a new open speech dataset for 21 African languages to ease speech technology development; African institutions own the dataset (Damilare Dosunmu/Rest of World)

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Multiple responses from DeepSeek's namesake chatbot confirm that the startup has expanded the context window of its flagship AI model from 128K tokens to 1M+ (Ben Jiang/South China Morning Post)

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Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est. (Zaheer Kachwala/Reuters)

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Hong Kong-listed Zhipu AI surged 30% after releasing GLM-5, an open-source LLM with enhanced coding capabilities and long-running agent tasks (CNBC)

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Zhipu AI says it will raise prices by at least 30% for new GLM coding plan subscribers to accommodate surging demand for its AI coding tools (Reuters)

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Lenovo reports Q3 revenue up 18% YoY to $22.2B on strong PC sales ahead of expected memory price hikes and rising AI server demand; net income fell 21% to $546M (Bloomberg)

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Mustafa Suleyman says Microsoft is pursuing "true self-sufficiency" in AI by building enterprise- and healthcare-focused models and reducing reliance on OpenAI (Melissa Heikkilä/Financial Times)

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The US DOJ says Peter Williams, former boss of L3Harris' Trenchant, stole and sold tools that can hack millions of computers worldwide to a Russian broker (Lorenzo Franceschi-Bicchierai/TechCrunch)

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The US CBP signs a one-year Clearview AI deal, granting access to its facial recognition tool for "tactical targeting" and "strategic counter-network analysis" (Dell Cameron/Wired)

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YC's Garry Tan launches "Garry's List", a nonprofit dedicated to supporting "moderate/pragmatic" political candidates and pro-growth policies in California (Joe Rivano Barros/Mission Local)

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Microsoft fixed a vulnerability in Notepad in Windows 11 allowing attackers to execute remote programs by tricking users into clicking malicious Markdown links (Lawrence Abrams/BleepingComputer)

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Coinbase rolls out Agentic Wallets, a wallet infrastructure that lets AI agents make autonomous crypto transactions "without human intervention" (Daniel Kuhn/The Block)

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Applied Materials reaches a $252M settlement with the US Commerce Department, resolving allegations it illegally shipped chipmaking equipment to SMIC in China (Reuters)

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Disney agrees to pay $2.75M to settle California AG Rob Bonta's 2024 lawsuit alleging Disney violated CCPA by failing to honor consumers' data opt-out requests (Alyssa Ray/The Wrap)

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