Reading List

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

Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters)

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Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block)

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Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg)

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Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters)

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Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters)

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Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC)

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Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times)

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Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)

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Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety)

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Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet)

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Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)

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Sam Altman says Anthropic's Super Bowl ads are funny but "dishonest", and Anthropic serves a "product to rich people" while OpenAI is "committed to free access" (Sam Altman/@sama)

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Lunar Energy, which develops software that syncs batteries across homes into "virtual power plants" and began deploying its own batteries in 2025, raised $232M (Coco Liu/Bloomberg)

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Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 (Abner Li/9to5Google)

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Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge)

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Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC)

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Roblox launches a "4D generation" feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models (Lauren Forristal/TechCrunch)

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EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (Tatiana Bautzer/Reuters)

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AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too (Ian King/Bloomberg)

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Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah (Ram Iyer/TechCrunch)

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