Reading List

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

Epic reports third-party game revenue on the Epic Games Store up 57% YoY in 2025 to $400M, total spend up 6% to $1.16B, and total player hours down 14% to 6.65B (Jon Hicks/GamesIndustry.biz)

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Orion, which has developed an AI platform meant to replace data loss prevention tools, raised a $32M Series A led by Norwest, bringing its total funding to $38M (Meir Orbach/CTech)

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Sources: HP CEO Enrique Lores leaving to become PayPal CEO blindsided HP, whose board rushed to launch a CEO search process; Lores had worked for HP since 1989 (Rohan Goswami/Semafor)

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The UK ICO launches a new investigation into X and xAI over "serious concerns" about Grok's data use and "its potential to produce harmful sexualized" content (Financial Times)

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Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998 (Variety)

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Fitbit co-founders James Park and Eric Friedman unveil Luffu, a self-funded startup developing an AI-powered "family care system", currently in private testing (Ina Fried/Axios)

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PayPal names HP CEO Enrique Lores as CEO, replacing interim CEO Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below est.; PYPL drops 15%+ (Paige Smith/Bloomberg)

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A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ users; analysts expect $2.9B in 2025 net income (Michael Pooler/Financial Times)

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Uber rolls out its service in the Chinese gambling hub of Macau, its first new entry to an Asian market for years; Uber sold its China business to Didi in 2016 (Newley Purnell/Bloomberg)

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Sources: OpenAI is prioritizing ChatGPT over long-term research, prompting senior staff departures; Sora and DALL-E teams felt neglected and under resourced (Cristina Criddle/Financial Times)

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The Paris prosecutor's office says it raided X's French offices with Europol and summons Elon Musk and former CEO Linda Yaccarino to appear at hearings in April (Liv McMahon/BBC)

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Q&A with Docusign CEO Allan Thygesen on Docusign's workforce growing to 7,000 staffers, its Intelligent Agreement Management system, AI hallucinations, and more (Nilay Patel/The Verge)

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Nintendo says the Switch 1 sold 155.37M units from its March 2017 launch through December 2026, topping the DS' 154.02M units, becoming its best-selling console (Jess Weatherbed/The Verge)

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Nintendo reports Q3 revenue of ~$5.2B, below $5.45B est., a ~$1.03B net profit, vs. $950M est., and maintains its 19M Switch 2 sales forecast for fiscal 2026 (Arjun Kharpal/CNBC)

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Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet as a global supply crunch lets them close the gap with market leaders (Nikkei Asia)

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Sources: Telefónica and Liberty Global, co-owners of Virgin Media O2, are set to lead a ~£2B acquisition of the UK's fourth-largest broadband network Netomnia (Kieran Smith/Financial Times)

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A look at WhatsApp's E2E encryption and whether it protects from metadata and chat backup leaks, after a lawsuit alleges Meta can read users' private data (Matthew Green/A Few Thoughts ...)

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If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere (Eric Berger/Ars Technica)

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Staff memo: xAI says both xAI and SpaceX will maintain their separate branding and the joint venture is continuing to prepare for a possible IPO in 2026 (Grace Kay/Business Insider)

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Leaked email: as part of the xAI-SpaceX deal, xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out (Wall Street Journal)

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