Reading List

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

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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Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure (Barbara Moens/Financial Times)

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Luxembourg-based Hydrosat, which builds AI-based thermal infrared satellite tech to provide data for water resource management and more, raised a $60M Series B (Ingrid Lunden/Resilience Media)

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Anthropic appoints Irina Ghose, a former Microsoft India managing director, to lead its business in India, which has the second-largest user base for Claude (Jagmeet Singh/TechCrunch)

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Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US (Glenn Coin/Syracuse Post-Standard)

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Grid operator PJM plans to require large data centers to either bring their own power generation or curtail electricity use to prevent a large-scale outage (Reuters)

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Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (Financial Times)

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The US EPA rules that xAI acted illegally by using dozens of methane gas turbines to power its Colossus 1 and Colossus 2 data centers in the Memphis area (Dara Kerr/The Guardian)

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Sources: leaders at Thinking Machines Lab confronted Barret Zoph over an alleged relationship with another employee, who is no longer at the lab, in summer 2025 (Maxwell Zeff/Wired)

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Anthropic makes Claude Cowork available to $20/month Pro subscribers, after launching it for Max users, and says Pro users may hit their usage limits sooner (Ian Carlos Campbell/Engadget)

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California's AG sends a cease-and-desist letter to xAI, demanding the company halt the generation and distribution of non-consensual intimate images and CSAM (Julianna Bragg/Axios)

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Google says it's appealing the US v. Google ruling that found it has an illegal search monopoly and asks a court to pause some of the remedies during the appeal (Lauren Feiner/The Verge)

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Sources: Anchorage Digital, the first federally chartered US digital asset bank, is seeking to raise $200M to $400M, ahead of a possible IPO in 2027 (Olga Kharif/Bloomberg)

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Sources: Google is in talks with broadband operator Radiate to set up a JV to hold their fiber assets; Stonepeak Partners will invest $1B to support the deal (Bloomberg)

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Claude Code represents a "ChatGPT moment repeated" and an "extinction-level event" for horizontal software companies focused on human-oriented consumption (Doug OLaughlin/Fabricated Knowledge)

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Sources: ElevenLabs seeks to raise hundreds of millions at a valuation of $11B, four months after a secondary share sale that valued it at $6.6B (Financial Times)

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Some top California Democrats join Governor Gavin Newsom in opposing a ballot initiative led by a healthcare union seeking a one-time 5% tax on $1B+ in assets (Bloomberg)

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FTC Chairman Andrew Ferguson says the agency is examining Big Tech's acqui-hires to make sure "they are not an attempt to get around" its merger review process (Bloomberg)

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TikTok has launched a standalone micro drama app, PineDrama, in the US and Brazil, offering vertical serialized shows for free without ads or paywalls for now (Business Insider)

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