Reading List

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

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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Source: Chinese AI startup Zhipu anonymously released its new AI model on OpenRouter under the name Pony Alpha; Zhipu plans to launch GLM-5 later this week (Juro Osawa/The Information)

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Chinese robotaxi operator Pony AI and Toyota begin commercial production of an autonomous Toyota bZ4X; Pony AI aims to have 3,000+ robotaxis by the end of 2026 (Chester Dawson/Bloomberg)

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Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on "red envelope" freebies to woo users ahead of the Lunar New Year (Cissy Zhou/Nikkei Asia)

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PitchBook: European VC investments rose 5% YoY to a post-pandemic high of €66B in 2025; AI-related deals accounted for 35%+, or €23.5B, up from €17.7B in 2024 (Financial Times)

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French President Emmanuel Macron says the US could retaliate against EU countries, including France and Spain, over plans to ban children from social media (Leila Abboud/Financial Times)

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Paris-based online corporate event booking marketplace Naboo raised a $70M Series B led by Lightspeed with participation from Notion Capital, ISAI, and Ternel (Tamara Djurickovic/Tech.eu)

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A court filing in the iyO-OpenAI trademark case reveals OpenAI won't use the name "io" for its AI device, which isn't expected to ship before February 2027 (Maxwell Zeff/Wired)

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As OpenAI prepares to retire GPT-4o on February 13, sources say it was scrapped partly because OpenAI struggled to contain 4o's potential for harmful outcomes (Sam Schechner/Wall Street Journal)

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London-based Tem, which uses AI to optimize energy transactions for businesses, raised a $75M Series B led by Lightspeed, a source says at a $300M+ valuation (Tim De Chant/TechCrunch)

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OpenAI Responds to Critical Super Bowl Commercials by Putting Ads in ChatGPT (Ece Yildirim/Gizmodo)

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In opening statements in New Mexico's suit against Meta, state prosecutors argue Meta misrepresented the safety of its platforms, as Meta's attorney pushes back (Morgan Lee/Associated Press)

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Farcaster co-founders Dan Romero and Varun Srinivasan, along with the team at Merkle, join stablecoin startup Tempo after Merkle's sale of Farcaster to Neynar (Kyle Baird/The Block)

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Sources: the White House is drafting a voluntary pact seeking commitments from tech companies to ensure data centers don't raise electricity prices and more (Politico)

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Sources: the Trump administration plans to spare US hyperscalers from upcoming tariffs on chips; exemptions would be based on TSMC's US investment commitments (Aime Williams/Financial Times)

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The US NLRB abandons its 2024 case accusing SpaceX of illegally firing eight engineers and signals it will steer clear of future cases against the company (Josh Eidelson/Bloomberg)

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Chipmaker Onsemi reports Q4 revenue down 11% YoY to $1.53B, vs. $1.54B est., as its two biggest business units continue to post sales declines; ON drops 4%+ (Katherine Hamilton/Wall Street Journal)

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Sources: crypto exchange Backpack, built by ex-FTX and Alameda leaders, is in talks to raise $50M at a $1B pre-money valuation, reports $100M+ in annual revenue (Ryan Lawler/Axios)

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Oxide Computer, which lets companies build their own cloud, raised $200M led by USIT, taking its total funding to nearly $390M since its 2019 founding (Chris Metinko/Axios)

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Sources: Stripe is in talks to launch a tender offer that could value the company at $140B+, up from $107B last fall, when it bought back shares from investors (Lucinda Shen/Axios)

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