Reading List

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

Sources: the US DOT plans to use Gemini to draft federal regulations, cutting the process to just 30 days; the DOT used it to draft a still-unpublished FAA rule (Jesse Coburn/ProPublica)

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The EU Commission says WhatsApp's Channels fall under the DSA's Very Large Online Platform rules, joining Instagram and Facebook, requiring it to address risks (Anupriya Datta/Euractiv)

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Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (The Information)

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Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (Tim De Chant/TechCrunch)

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Apple unveils a second-gen AirTag with an updated speaker and the same second-gen Ultra Wideband chip as in the iPhone 17, costing $29 for one and $99 for four (Ryan Christoffel/9to5Mac)

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Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports (Antonio G. Di Benedetto/The Verge)

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As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out (Axios)

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How the explicit deepfake ecosystem evolved from images to high-quality video; an analysis shows 1.4M+ Telegram accounts signed up to 39 deepfake creation bots (Matt Burgess/Wired)

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Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (Bloomberg)

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TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (Ben Thompson/Stratechery)

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Sources: NY-based Tandem, which uses AI to automate the paperwork for writing and receiving medical prescriptions, raised a $100M Series B at a $1B valuation (Rebecca Torrence/Bloomberg)

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Interviews with 100+ therapists and psychiatrists on clients' AI chatbot usage show, while there are some upsides, conversations also deepened negative feelings (New York Times)

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OpenAI says nearly 1.3M weekly users are discussing "advanced topics in hard science" in January, with an average of 8.4M ChatGPT messages on those topics (Ashley Gold/Axios)

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Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $335M from Sequoia, Radical, Lightspeed, and others at a $4B valuation (Cade Metz/New York Times)

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Morgan Stanley: UK companies reported that AI led to 8% net job losses over the past 12 months, above Japan's 7%, Germany's 4%, Australia's 2%; the US added 2% (Irina Anghel/Bloomberg)

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Documents: China's military is focused on harnessing AI to deploy swarms of drones, robot dogs, and other autonomous systems, learning from hawks and coyotes (Josh Chin/Wall Street Journal)

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The EU opens a formal DSA investigation into xAI over Grok generating sexualized images of women and children; xAI faces fines of up to 6% of global revenue (Barbara Moens/Financial Times)

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Claude Code can feel daunting, and most people's problems are not software-shaped, but it is clearly autonomous and the home-cooked app renaissance is great (Jasmine Sun/@jasmine's substack)

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Digital Realty, QTS, and NTT Data warn the data center industry is doing a poor job of combating local opposition; 24+ US projects were blocked in January alone (Rafe Rosner-Uddin/Financial Times)

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Chinese autonomous trucking company DeepWay raised ~$173M ahead of its planned Hong Kong IPO, filed in November 2025; DeepWay reported ~$215M in H1 2025 revenue (Dong Cao/Bloomberg)

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