Reading List

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

Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more (Jason Schreier/Bloomberg)

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A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (Katie Tarasov/CNBC)

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Drones caused a Qatari helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global helium production (Ines Ferré/Yahoo Finance)

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Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war (Vicky Ge Huang/Wall Street Journal)

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Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month (The Information)

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A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes "because it plays better"; only 9% say AI has fully replaced roles (Gautam Mukunda/Bloomberg)

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TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (SemiAnalysis)

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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

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An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran (Katrina Manson/Bloomberg)

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Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February (Anastasia Stognei/Financial Times)

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Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses (Caroline Haskins/Wired)

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Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds (Timmy Shen/The Block)

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A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation (American Medical Association)

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The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period (Jen Judson/Bloomberg)

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A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February (Karen Freifeld/Reuters)

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Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 (Reuters)

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A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules Musk can still make his case to a jury (Elon Musk/Financial Times)

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$TRUMP memecoin surged as much as 60% after its promoters announced a gala luncheon at Mar-a-Lago with Trump; the White House hasn't confirmed his attendance (Bloomberg)

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Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis (Foo Yun Chee/Reuters)

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Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal (Wall Street Journal)

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