Reading List

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

Zoom's shares closed up 11.28% after analysts at Baird estimated that Zoom's 2023 investment in Anthropic could be worth $2B to $4B, depending on dilution (Nate Wolf/Barron's Online)

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Zocks, which offers an AI assistant for financial advisers, raised a $45M Series B co-led by Lightspeed and QED Investors, taking its total funding to $65M (Mary Ann Azevedo/Crunchbase News)

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Anthropic rolls out a new extension to MCP to let users interact with apps directly inside the Claude chatbot, with support for Asana, Figma, Slack, and others (Robert Hart/The Verge)

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UpScrolled, a platform for sharing photos, videos, and text that claims political impartiality, says user growth has surged since TikTok's US takeover (Emma Roth/The Verge)

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Qwen releases Qwen3-Max-Thinking, its flagship reasoning model that it says demonstrates performance comparable to models such as GPT-5.2 Thinking and Opus 4.5 (Qwen)

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In a 38-page essay, Dario Amodei warns of civilization-level damage from superintelligent AI, questioning whether humanity has the maturity to handle such power (Axios)

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Upwind Security, which filters out false security alerts in cloud apps to let security teams address actual risks, raised a $250M Series B at a ~$1.5B valuation (Angus Loten/Wall Street Journal)

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TikTok US says it's working to restore services after a power outage at a data center and that any algorithm changes users noticed were likely due to the outage (Dan Whateley/Business Insider)

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Microsoft unveils the Maia 200, its 2nd-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region (Tom Warren/The Verge)

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Sources: the US DOT plans to use Gemini to draft federal regulations, cutting the process to just 30 days; the DOT used it to draft a still-unpublished FAA rule (Jesse Coburn/ProPublica)

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The EU Commission says WhatsApp's Channels fall under the DSA's Very Large Online Platform rules, joining Instagram and Facebook, requiring it to address risks (Anupriya Datta/Euractiv)

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Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (The Information)

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Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (Tim De Chant/TechCrunch)

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Apple unveils a second-gen AirTag with an updated speaker and the same second-gen Ultra Wideband chip as in the iPhone 17, costing $29 for one and $99 for four (Ryan Christoffel/9to5Mac)

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Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports (Antonio G. Di Benedetto/The Verge)

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As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out (Axios)

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How the explicit deepfake ecosystem evolved from images to high-quality video; an analysis shows 1.4M+ Telegram accounts signed up to 39 deepfake creation bots (Matt Burgess/Wired)

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Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (Bloomberg)

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TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (Ben Thompson/Stratechery)

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Sources: NY-based Tandem, which uses AI to automate the paperwork for writing and receiving medical prescriptions, raised a $100M Series B at a $1B valuation (Rebecca Torrence/Bloomberg)

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