Reading List

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

Filings: San Jose Mayor Matt Mahan, set to run for California governor to succeed Newsom, gets donations from Sergey Brin, Roblox CEO David Baszucki, and others (Bloomberg)

Techmeme

T-Mobile announces a network-level, AI-based Live Translation feature that supports 50+ languages, coming "this spring" in beta and available on 4G LTE and 5G (Jess Weatherbed/The Verge)

Techmeme

Anthropic CCO Paul Smith says the startup is focused on "growing revenue" rather than "flashy headlines", calls the software stock selloff "hyperbole", and more (CNBC)

Techmeme

Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., net income down 43% YoY to $743M, and forecasts Q1 revenue growth above est; SHOP drops 10%+ (Deborah Sophia/Reuters)

Techmeme

Mistral says it will spend €1.2B to build AI infrastructure in Sweden with partner EcoDataCenter, set to open in 2027 as its first data center outside France (Yazhou Sun/Bloomberg)

Techmeme

Investigation: as Ford pushes its BlueCruise driving system, some drivers found it confusing to use, misunderstood its limitations, and didn't heed its warnings (Ryan Felton/Wall Street Journal)

Techmeme

Researchers find Kalshi and Polymarket bettors can more accurately predict economic data, earnings, and political events than analysts, likely due to incentives (Lydia DePillis/New York Times)

Techmeme

A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a $438B market cap amid the global HBM shortage (Daniel Tudor/Financial Times)

Techmeme

JPMorgan exec Naveen Mallela, global co-head of blockchain division Kinexys, steps down after 11 years at the bank; Kinexys handled $5B transactions per day (Anna Irrera/Bloomberg)

Techmeme

SMIC CEO Zhao Haijun says the industry is "a bit panicked" about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026 (Sherry Qin/Wall Street Journal)

Techmeme

Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

Techmeme

KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised $4B (Aisha S Gani/Bloomberg)

Techmeme

Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (Amrith Ramkumar/Wall Street Journal)

Techmeme

Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was "north of $400M", up from $20M a year ago, and it is set to hit $1B ARR by 2026-end (Financial Times)

Techmeme

Q&A with Fidji Simo on ChatGPT ads, OpenAI's efforts to ship a new model soon to end Sam Altman's Code Red, Anthropic's Super Bowl ads, Sora, Jony Ive, and more (Alex Heath/Sources)

Techmeme

GPT-5.3-Codex and Claude Opus 4.6 can handle the full app development lifecycle on their own, a sign of what's coming for most knowledge work within five years (Matt Shumer)

Techmeme

A study of 596 Indian high-tech startups suggests that homegrown entrepreneurs fare better over the long run than returning diaspora with overseas experience (Saritha Rai/Bloomberg)

Techmeme

An interview with LastPass CEO Karim Toubba on the company-wide changes after the 2022 data breach, new services such as controls to curb shadow SaaS, and more (Charlie Osborne/ZDNET)

Techmeme

Ant, which elevated its health unit to the same level as Alipay and its lending businesses, is betting on AI-powered healthcare to fuel its next phase of growth (Bloomberg)

Techmeme

South Korea's Science Ministry blames Coupang's massive 2025 data leak on management failures and accuses it of defying a government order to preserve data logs (Reuters)

Techmeme