Reading List

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

Xiaomi unveils its MiMo-V2 AI models, including the 1T-parameter MiMo-V2-Pro, codenamed Hunter Alpha, which Xiaomi says benchmarks close to GPT-5.2 and Opus 4.6 (Carl Franzen/VentureBeat)

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Filing: the SEC approved a Nasdaq rule change allowing some securities to trade in tokenized form; the new approach will be tested in an upcoming pilot program (The Block)

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Alibaba and Tencent lost a combined $66B in market value in ~24 hours after investors punished the two Chinese tech leaders for unclear AI monetization plans (Bloomberg)

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Sources: Indian AI data center operator Yotta is aiming to secure ~$500M to $600M at a ~$4B valuation, then file initial paperwork for an IPO within weeks (Saritha Rai/Bloomberg)

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Microsoft releases MAI-Image-2, ranked third on Arena AI's text-to-image leaderboard behind only models from Google and OpenAI, available in the MAI Playground (Jose Antonio Lanz/Decrypt)

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Filing: Blue Origin seeks US FCC approval to deploy nearly 52K solar-powered satellites as part of Project Sunrise, its proposed orbital AI data center system (Micah Maidenberg/Wall Street Journal)

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Sources: Jeff Bezos' $100B fund would be part of the same holding company as Project Prometheus and would invest in companies that could benefit from its tech (New York Times)

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AI startups and founders have embraced "taste" as the new buzzword to make their products stand out, attempting to hitch themselves to an aura of artisanality (Kyle Chayka/New Yorker)

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A US DOJ operation disrupted four botnets that infected 3M+ devices and includes the Aisuru and Kimwolf botnets used in a 31.4 Tbps DDoS attack in November 2025 (Andy Greenberg/Wired)

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MiniMax releases M2.7, a proprietary "self-evolving" LLM that the company used to build, monitor, and optimize the model's own reinforcement learning harnesses (Carl Franzen/VentureBeat)

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A man accused of using thousands of bot accounts to stream AI songs, making millions in royalties, pleads guilty in US district court to wire fraud conspiracy (Murray Stassen/Music Business Worldwide)

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Sources: the White House plans to unveil a federal AI framework on Friday covering preemption of state laws, child safety, communities, creators, and censorship (Axios)

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US prosecutors charge three people affiliated with Super Micro, including a co-founder, with smuggling Nvidia chips to China; SMCI drops 11.85% after hours (Jordan Novet/CNBC)

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OpenAI plans to unify ChatGPT, Codex, and its browser into a desktop "superapp" to simplify the user experience and focus on engineering and business customers (Berber Jin/Wall Street Journal)

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Sources: Anthropic met behind closed doors with House Homeland Security and discussed issues like export controls, only briefly touching on its DOD fight (Maria Curi/Axios)

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Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed (Stephen Nellis/Reuters)

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Filing: the Pentagon says Anthropic's use of foreign workers, including from China, poses security risks and that its case is "different" from other companies' (Maria Curi/Axios)

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Verily raised $300M led by Series X Capital, giving it ~2 years of runway per a source; Alphabet remains an investor but no longer has a controlling stake (Axios)

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Sources: Kalshi is raising ~$1B led by Coatue at a $22B valuation, up from the $11B valuation announced in December, and has a revenue run rate of ~$1.5B (Yuliya Chernova/Wall Street Journal)

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Amazon acquires Zurich-based autonomous robotics startup Rivr, formerly Swiss-Mile; PitchBook: the startup was valued at $110M in an August 2024 funding round (The Information)

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