Reading List

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

Paris-based Tsuga, whose observability software runs in customers' own clouds to help them skip per-byte ingestion costs, raised a $35M Series A led by Singular (Ana Maria Constantin/The Next Web)

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TRM Labs: Iran-linked crypto wallets, including those tied to Iran's central bank, have moved $3.84B+ in transactions through crypto exchange CoinEx since 2019 (Wall Street Journal)

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NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips (Bloomberg)

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Sources: Meta is accelerating plans to use LLMs to review content and ads, replacing ~50% of human review requests in 2026 and aiming for 90% by year-end (Financial Times)

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New Zealand-based Partly, which develops an AI model for the auto parts industry, raised a $50M Series B led by DST at a $500M valuation, as it enters the US (Duncan Riley/SiliconANGLE)

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The Netherlands is lobbying the US not to expand chip equipment export controls that would constrain ASML's ability to sell immersion DUV machines to China (Bloomberg)

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Facebook brings back Facebook Creator Studio as a stand-alone app with built-in AI chatbot to help creators grow their audiences through personalized guidance (Aisha Malik/TechCrunch)

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Digital advocacy firms like CiviClick and Influent appear to use AI to generate mass public comments on local energy projects, mostly favoring fossil fuel use (Bloomberg)

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An Amazon seller reveals how middlemen on chat apps offer access to Amazon employees who allegedly grant favors, like reinstating suspended accounts, for a fee (Spencer Soper/Bloomberg)

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Hang Ten Systems, led by former Infosys CEO Vishal Sikka, launches with a $32M seed led by Mayfield to help enterprises use AI to run software at a lower cost (Jagmeet Singh/TechCrunch)

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Trase, which is building an operating system and infrastructure layer for AI agents in industries like health care and defense, raised a $107M seed led by Arch (Brock E.W. Turner/Axios)

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Paris-based digital health insurance startup Alan raised €480M led by Prosus at a €5.5B valuation, and is set for €1B+ in annual recurring revenue by year's end (Tim Bradshaw/Financial Times)

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Utah Senate President J. Stuart Adams, who championed a huge data center beside the Great Salt Lake, lost his Republican primary on Tuesday after voter backlash (Jack Healy/New York Times)

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SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (The Information)

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Qualcomm expects $15B in data center chip sales by 2029, raises its non-handset chip revenue forecast to $40B by 2029, up from $22B; QCOM jumps 13%+ after hours (Reuters)

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Cloudflare partners with Google, Microsoft, and Mozilla on PACT, a protocol to distinguish legitimate human or bot traffic from undesirable network requests (Thomas Claburn/The Register)

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Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (Kif Leswing/CNBC)

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Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, accessing Claude 28.8M times from April to June via ~25K accounts (Maggie Eastland/Bloomberg)

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Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (Kif Leswing/CNBC)

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Sources: Kalshi is in talks to raise a funding round at a ~$40B valuation that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May (Financial Times)

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