Reading List

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

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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Documents: Meta's planned prediction markets app will use Meta AI models to generate questions from trending topics, make recommendations, and resolve markets (Bobby Allyn/NPR)

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Sources: Google AI researchers Jonas Adler and Alexander Pritzel, both viewed internally as key contributors to Gemini, are planning to leave for Anthropic (Bloomberg)

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Google says computer use is now a built-in tool supported in Gemini 3.5 Flash, available via the Gemini API and Gemini Enterprise Agent Platform (Mateo Quiros/The Keyword)

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Binance says it will make a fresh push for permission to operate in the EU after its MiCA license application in Greece failed ahead of the June 30 deadline (Reuters)

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Runlayer, which provides an infrastructure and control layer for enterprise AI agents, raised a $30M Series A led by Felicis, bringing its total funding to $42M (Lily Mae Lazarus/Fortune)

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Seltz, which is building a web search engine that can be used by AI agents, raised a $12.5M seed led by Speedinvest and B Capital (Jeremy Kahn/Fortune)

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Nature publishes a peer-reviewed paper alleging that Microsoft's 2025 quantum breakthrough claims were based on "basic Python errors" and data cherry-picking (Thomas Claburn/The Register)

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Sources: the Trump administration has been happier talking to Anthropic lately after Dario Amodei was replaced by cofounder Tom Brown in meetings about Fable 5 (Hugo Lowell/Wired)

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Ornn, which plans to launch a marketplace for GPU capacity designed to function like an exchange to trade oil contracts, raised a $33M seed led by a16z (Katherine Doherty/Bloomberg)

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XCures, which uses AI to streamline patient data and medical records, raised a $46M Series B at a $127M post-money valuation, bringing its total funding to $76M (Mary Ann Azevedo/Crunchbase News)

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RunPod, which rents access to non-Nvidia servers, raised $100M led by Summit Partners at a $1B valuation, a source says up from $100M after its seed in 2024 (Stephanie Palazzolo/The Information)

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NYC-based Taktile, which helps fintechs build automated decision-making workflows, raised a $110M Series C led by Goldman Sachs, and plans a São Paulo office (Camila Grigera Naón/Fortune)

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Microsoft's Digital Crimes Unit says AI helped it link two separate hacking tools, Amadey and StealC, and file a single civil lawsuit to help take them down (Lorelei Smillie/Bloomberg)

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Chinese cybersecurity company 360 unveils new AI tools: Tulongfeng, which it claims is "China's version of Mythos", and Yitianzhen, to automate cyber defense (Eduardo Baptista/Reuters)

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OpenAI and Broadcom unveil Jalapeño, an LLM-optimized inference chip developed from design to manufacturing tape-out in nine months, aided by OpenAI's models (OpenAI)

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Google Home Speaker review: the $100 speaker, the company's first such device in six years, works for Gemini power users but has underwhelming music playback (Chris Welch/Bloomberg)

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