Reading List

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

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a "mental model" (Stephen Nellis/Reuters)

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How a16z became the dominant influence on Trump-era AI policy, including via Marc Andreessen building key relationships; an ex-official says it has "veto power" (Bloomberg)

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YouTube rolls out an AI-powered playlist-generation tool that lets Premium and Music Premium subscribers on iOS and Android use text prompts to create playlists (Ivan Mehta/TechCrunch)

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Polymarket partners with Singapore-based Kaito AI to launch "attention markets", letting users bet on "mindshare" and "sentiment" metrics from social media (Alicia Park/Forbes)

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Sources: Mark Zuckerberg plans to buy a Miami mansion, likely to cost up to $200M, joining other tech billionaires as California proposes a 5% billionaire tax (Wall Street Journal)

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Health care navigation startup Solace, which matches patients with 2K+ advocates, raised $130M led by IVP at a $1B valuation, taking its total funding to $211M (Rebecca Torrence/Bloomberg)

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Bretton AI, formerly Greenlite, which uses GenAI to investigate suspicious transactions and verify internal risk policy compliance, raised a $75M Series B (Leo Schwartz/Fortune)

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Meta, TikTok, and Snap agree to undergo independent assessments to rate how effectively they protect teen users based on 24 standards developed by experts (Ian Duncan/Washington Post)

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Russian media: Russia's communications regulator Roskomnadzor plans to limit access to Telegram from Tuesday, as the government promotes its Max "super app" (Deana Kjuka/Bloomberg)

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xAI co-founder Tony Wu says he "resigned", following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk (Juro Osawa/The Information)

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Tencent-owned Finnish video game maker Supercell reports 2025 revenue down 4% YoY to €2.65B, EBITDA up 6% YoY to €932M, and 290M monthly active players (Sophie McEvoy/GamesIndustry.biz)

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South Korean online travel platform Myrealtrip aims to hit a $1B+ valuation in a Seoul IPO as early as H2 2027, per CEO Donggun Lee, amid a boom in tourism (Jihye Lee/Wall Street Journal)

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Satellite executives, investors, and researchers say Elon Musk's aim to launch space data centers by around 2029 is highly ambitious, but the idea is plausible (Tim Bradshaw/Financial Times)

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The UK CMA says Apple and Google committed to making app store changes to ensure fairness to developers and consumers, and asks market players for their views (Upmanyu Trivedi/Bloomberg)

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Munich-based Constellr, which builds thermal satellite imaging hardware and software, raised a €37M Series A, taking its total funding to €75M (Ingrid Lunden/Resilience Media)

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Sources: a VC firm backed by Fidelity billionaire Johnson's family shelves plans to sell its stake in ~40 Chinese tech companies as geopolitical factors ease (Bloomberg)

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Spotify reports Q4 revenue up 13% YoY to €4.5B, Premium users up 10% YoY to 290M, MAUs up 11% YoY to 751M, and a €701M operating income, above €639.1M est. (Ashley Carman/Bloomberg)

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Analysis: despite AI ads outnumbering traditional Super Bowl ad categories like beer, nostalgia-driven ads from Budweiser and Dunkin' dominated social media (Patrick Coffee/Wall Street Journal)

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Alibaba's DAMO Academy releases RynnBrain, an open-source foundation model to help robots perform real-world tasks like navigating rooms, trained on Qwen3-VL (Saritha Rai/Bloomberg)

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SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and 2025 revenue of $9.33B, above 2024's $8.03B (Sherry Qin/Wall Street Journal)

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