Reading List

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

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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India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3 (Manish Singh/India Dispatch)

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A look at the making of The Thinking Game, a documentary about Google DeepMind and its CEO Demis Hassabis, garnering 285M+ views on YouTube since November 2025 (Ben Cohen/Wall Street Journal)

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OpenAI's former Head of Policy Research Miles Brundage announces AVERI, a nonprofit aimed at advocating the idea of external audits for frontier AI models (Jeremy Kahn/Fortune)

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Atlantic Council: China-led cross-border digital currency platform mBridge, still a prototype, has processed 4,000+ cross-border transactions totaling $55.5B (Marc Jones/Reuters)

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Listen Labs, whose AI tools help Microsoft and others run customer research and interviews, raised a $69M Series B led by Ribbit Capital at a $500M+ valuation (Iain Martin/Forbes)

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Mannheim, Germany-based osapiens, a provider of ESG compliance software, raised a $100M Series C from Decarbonization Partners at a $1.1B valuation (John Reynolds/Tech.eu)

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David Sacks and top MAGA influencers are publicly opposing House Foreign Affairs Chair Brian Mast's proposed AI OVERWATCH Act to regulate AI chip sales to China (Axios)

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The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers in the US, such as electricians, to keep up (Caroline Haskins/Wired)

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A look at Michael Saylor's Strategy, known for buying bitcoin via creative financing strategies, as its stock trades way below its peak amid the crypto downturn (Rob Copeland/New York Times)

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Luminate 2025 report: the global music industry hit 5.1T streams, up 9.6% YoY and a single-year record; AI artist Xania Monet had 125M on-demand audio streams (Maria Sherman/Associated Press)

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ZachXBT: a crypto user lost $282M+ in BTC and LTC in a hardware wallet social engineering scam; XMR jumped as the attacker began converting the funds to Monero (Daniel Kuhn/The Block)

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Micron signs a letter of intent to buy a fabrication site in Taiwan from Powerchip for $1.8B to expand DRAM memory chip production, expected to close in Q2 2026 (Valentine Baldassari/Bloomberg)

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Beaconcha.in: a record ~36M ethereum tokens, or 30% of ethereum's total supply, worth ~$119B, are now staked, as institutional investors grow their share (Sage D. Young/Sherwood News)

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Sources: following investor backlash, Monzo to give outgoing CEO TS Anil an expanded role after he steps down in February; he is likely to retain a board seat (Laith Al-Khalaf/Financial Times)

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TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

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Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft (Robert Burnson/Bloomberg)

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Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow (Sherwood News)

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Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies (Ryan Vlastelica/Bloomberg)

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