Reading List

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

How Anthropic's bet on enterprise users is paying off; sources: Anthropic's guidance to investors claims annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)

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Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M (Wall Street Journal)

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European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups (Financial Times)

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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)

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Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral (Financial Times)

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A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 (Nilesh Christopher/Los Angeles Times)

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Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more (Simon Willison/Simon Willison's Weblog)

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India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M (Jagmeet Singh/TechCrunch)

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Chinese regulators reiterate the mainland crypto ban and expand enforcement to cover real-world asset tokenization and offshore yuan-pegged stablecoin issuance (Naga Avan-Nomayo/The Block)

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X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000 (Rohit Singh/MediaNama)

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Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M (Anna Tong/Forbes)

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A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (Christopher Mims/Wall Street Journal)

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After talking with ~40 people at Anthropic, a look at its "Yes, and..." culture where every idea is welcomed and judged based on vibes, like a hive mind (Steve Yegge)

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DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 (Financial Times)

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Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October (David Yaffe-Bellany/New York Times)

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Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes (Bloomberg)

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Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)

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An interview with Kalshi CEO Tarek Mansour about the "wisdom of the crowd", political polarization, having Trump Jr. as an adviser, casino comparisons, and more (Oliver Roeder/Financial Times)

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New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (Stephen Wilmot/Wall Street Journal)

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Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies (Bloomberg)

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