Reading List

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

How Trump's opposition to state-level AI regulation has driven a wedge in the GOP, killing Florida's proposed AI Bill of Rights, which Governor DeSantis backed (New York Times)

Techmeme

Apple acquires MotionVFX, a Polish company that develops plugins, visual effects, and motion graphics tools for Final Cut Pro (Hartley Charlton/MacRumors)

Techmeme

Halcyon, which uses AI to aggregate documents from public utility commissions, energy regulators, and more, raised a $21M Series A led by Energize Capital (Katie Fehrenbacher/Axios)

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Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models (Blake Brittain/Reuters)

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Job ads show Southeast Asian scam hubs are recruiting humans to make deepfake video calls to facilitate crypto and romance scams (Matt Burgess/Wired)

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Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies (Reuters)

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Sources: OpenAI appoints new leaders to oversee Stargate after deciding to rent more AI servers from cloud providers, and splits its computing effort in three (Anissa Gardizy/The Information)

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Taiwan's chip sector faces critical supply risks as the island relies on the Middle East for 37% of its LNG and much of its helium and sulfur, amid the Iran war (Bloomberg)

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Apple unveils the $549 AirPods Max 2, with an H2 chip, up to 1.5x more effective ANC, studio-quality audio recording, and camera remote, shipping in early April (Apple)

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Chip cooling startup Frore, which designs channels that conduct liquid coolant in 3D shapes unique to each chip, raised $143M led by MVP at a $1.64B valuation (Dina Bass/Bloomberg)

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GovAI and Brookings: many of the people most at risk if AI transforms work are also the best placed to find new jobs, as researchers disagree over AI's impact (Washington Post)

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Memo: Alibaba unveils Alibaba Token Hub, a new AI unit that consolidates research, consumer-facing apps, AI products, and more, as it focuses on monetizing AI (Luz Ding/Bloomberg)

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Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT "adult mode", delayed earlier in March due to technical and other issues (Wall Street Journal)

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How tech billionaires are turning on the Giving Pledge, promoted by Bill Gates and Warren Buffett; Peter Thiel says he privately told ~12 signers to undo it (Theodore Schleifer/New York Times)

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Nebius says Meta plans to spend up to $27B over the next five years to access AI infrastructure, starting with $12B of capacity in early 2027; NBIS jumps 12%+ (Kurt Wagner/Bloomberg)

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Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin (Sherry Qin/Wall Street Journal)

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Samsung Galaxy S26 Ultra review: Privacy Display works well, meaningful camera upgrades, and sleeker than the S25 Ultra, but still big, expensive, and lacks Qi2 (Allison Johnson/The Verge)

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Google, Microsoft, LinkedIn, Meta, Amazon, OpenAI, Adobe, and Match sign a voluntary pledge to share threat intelligence about how scammers abuse their services (Sam Sabin/Axios)

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How competition between Brazilian delivery app iFood and Meituan's Keeta in Brazil has descended into accusations of corporate espionage and shady tactics (Financial Times)

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As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)

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