Reading List

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

The IMF says the "surprisingly resilient" global economy is at risk of a sharp AI boom reversal, but "the levels of market frothiness" are below the dotcom bust (Financial Times)

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Bitcoin fell 3.6% to under $92K, ether fell 4.9%, and solana fell 8.6%, wiping ~$100B from crypto's total value, after Trump proposed a new 10% European tariff (Suvashree Ghosh/Bloomberg)

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Q&A with FedEx CEO Raj Subramaniam, only the second CEO in the company's history, on humanoid robots, automation, AI, drones, US-China trade tensions, and more (Jordyn Holman/New York Times)

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On Joe Rogan's JRE, Matt Damon and Ben Affleck discuss Hollywood and AI; Damon says Netflix wants movies to restate the plot because viewers are on their phones (Jack Dunn/Variety)

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Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (The Information)

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Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% in 2025 due to weak demand after memory shortages increased prices; iPhone shipments rose 28% YoY (Counterpoint Research)

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Sources: US political appointees at CISA blocked Acting Director Madhu Gottumukkala's attempt to remove the agency's chief information officer, Robert Costello (John Sakellariadis/Politico)

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Chinese media: phone makers Xiaomi, Oppo, Vivo, and Transsion trimmed their 2026 shipment targets, with Oppo cutting up to 20%, due to the memory chip shortage (Maggie Eastland/Bloomberg)

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The memory shortage that is spiking RAM prices is now expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and hard drives (Andrew Cunningham/Ars Technica)

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Shenzhen-based UBTech signs deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026 (Bloomberg)

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Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem (Palmer Luckey/@palmerluckey)

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A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal (Wall Street Journal)

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OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 to $20B+ in 2025 (Sarah Friar/OpenAI)

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Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a "Claude bender" (Bradley Olson/Wall Street Journal)

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Inside the 2026 National Retail Federation conference in New York City, where integrating AI into retail businesses was the overarching theme on the expo floor (New York Times)

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CoinGecko: 53%+ of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after October 10's "liquidation cascade" (Helene Braun/CoinDesk)

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Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web (Sarah Perez/TechCrunch)

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RunPod, an AI app hosting service launched in 2022 that raised a $20M seed in May 2024, says it has reached a $120M annual revenue run rate (Julie Bort/TechCrunch)

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Sources: Sequoia is planning a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each; Anthropic aims to raise $25B+ (George Hammond/Financial Times)

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Q&A with SiFive co-founder Krste Asanović, who was part of the original team that developed RISC-V, on creating a company that builds IP around RISC-V, and more (Dr. Ian Cutress/More Than Moore)

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