Reading List

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

Darren Aronofsky's Primordial Soup debuts its short-form Revolutionary War series, made using Google DeepMind's AI tools and human voice actors (Todd Spangler/Variety)

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Apple's Q1 sales in greater China surged 38% to $25.5B; Tim Cook attributed the increase to users upgrading and switching from other platforms to iPhone 17 (Mark Gurman/Bloomberg)

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Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2 (Reuters)

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OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o (Ashley Capoot/CNBC)

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Perplexity signs a deal with Microsoft; sources say the $750M, three-year commitment will let Perplexity deploy AI models through Microsoft's Foundry service (Bloomberg)

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Sources: the Pentagon is clashing with Anthropic over safeguards limiting the use of its tech to target weapons autonomously and conduct domestic surveillance (Reuters)

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Sources: special agents with the US Commerce Department investigated claims by ex-Meta contractors that Meta staff had "unfettered" access to WhatsApp messages (Jake Bleiberg/Bloomberg)

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Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO (Wall Street Journal)

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Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI (Bloomberg)

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Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours (Elias Schisgall/Wall Street Journal)

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Apple reports Q1 revenue from Services up 14% YoY to $30B, in line with estimates, as Apple's installed base of active devices has surpassed 2.5B (Todd Spangler/Variety)

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Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est. (Kif Leswing/CNBC)

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Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B (Apple)

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Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (Jordan Novet/CNBC)

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Sources: Microsoft is focusing on fixing the core issues of Windows 11 over the coming months after persistent bugs, ads, and bloatware eroded user trust (Tom Warren/The Verge)

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Sources: Amazon is in talks to invest up to $50B in OpenAI, which is seeking up to $100B in new capital, a round that could value it at as much as $830B (Wall Street Journal)

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Grubhub plans to remove delivery and service fees on restaurant orders over $50 starting Feb. 2; Grubhub's US market share fell to ~4% in 2025 from 10% in 2023 (Natalie Lung/Bloomberg)

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The Q.ai acquisition could be Apple's second-largest ever and marks founder Aviad Maizels' second exit to Apple, which bought his startup PrimeSense in 2013 (Omer Kabir/CTech)

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A San Francisco jury finds former Google engineer Linwei Ding guilty of stealing trade secrets related to AI chip technology to build a startup in China (Isaiah Poritz/Bloomberg Law)

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Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX (Reuters)

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