Reading List

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

Netflix CTO Elizabeth Stone and other execs discuss the challenges Netflix faces in streaming live events, after broadcasting 200+ live events since March 2023 (Isabelle Bousquette/Wall Street Journal)

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IDC: global PC shipments rose 9.6% YoY to 76.4M units in Q4 2025, helped by Microsoft ending Windows 10 support and OEMs pulling forward inventory amid tariffs (Tom Warren/The Verge)

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Boston- and Tel Aviv-based Converge Bio, which uses AI trained on molecular data to help pharma and biotech companies develop drugs, raised a $25M Series A (Kate Park/TechCrunch)

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NYC-based Proxima, which uses AI to design drugs that control protein interactions, raised an $80M seed led by DCVC, with participation from Nvidia and others (Agnee Ghosh/Bloomberg)

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Sources: OpenAI plans a 60-second Super Bowl ad during NBC's broadcast, the second straight year of doing so; ad buyers say clients pay $8M+ for just 30 seconds (Suzanne Vranica/Wall Street Journal)

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Interviews with Spotify founder Daniel Ek on his CEO exit, and new co-CEOs Gustav Söderström and Alex Norström, who face algorithmic fatigue and angry artists (Ashley Carman/Bloomberg)

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Warhammer maker Games Workshop says it banned its staff from using AI in its content or designs and it is taking a "very cautious" approach to protect its IP (Philip Stafford/Financial Times)

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Sources: Google will start developing and making high-end Pixel phones like the Pro and Fold from scratch in Vietnam in 2026; the Pixel A remains in China (Lauly Li/Nikkei Asia)

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A profile of Eric Migicovsky's Core Devices, a five-person company that he says is "not a startup" and aims to be "sustainable", as it builds new Pebble devices (Sarah Perez/TechCrunch)

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PJM, the nonprofit operator for a 13-state power grid across the US, expects 4.8% average annual power growth over the next decade driven by the AI boom (Wall Street Journal)

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The US House passes a bipartisan bill to expand US export controls to restrict Chinese companies' remote access to US AI chips from data centers outside China (Juro Osawa/The Information)

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Researchers at OpenAI, Anthropic, and others are studying LLMs like living things, not just software, to uncover some of their secrets for the first time (Will Douglas Heaven/MIT Technology Review)

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A look at WhatsApp's enormous global reach and influence, and how the messaging app became the dominant platform for everyday conversation worldwide (Sam Knight/New Yorker)

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Microsoft warns Chinese companies, especially DeepSeek, are winning AI adoption outside the West, gaining significant market share in the Global South (Cristina Criddle/Financial Times)

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The NYC token, launched by ex-New York City Mayor Eric Adams on January 12, saw its market cap drop from ~$600M to ~$100M after suspicious liquidity activity (Decrypt)

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Sources: Balderton cashed out ~$2B of its Revolut stake in the past year, turning an early £1M bet into a historic European VC win; its fifth fund returned 25x (Financial Times)

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Chinese chipmaker GigaDevice rose 54% in its Hong Kong debut after raising ~$600M in its IPO, and reported H1 2025 profit of ~$84M, up 14% from H2 2024 (Bloomberg)

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Nvidia denies that it asked Chinese customers to pay upfront for H200 chips, saying it "would never require customers to pay for products they do not receive" (Reuters)

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A late-2025 amendment to California's wealth tax proposal treats founder control as ownership, a move that could end founder-controlled startups in the state (Mike Solana/Pirate Wires)

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SK Hynix will invest ~$12.9B to build an advanced chip packaging plant in South Korea to meet rising memory chip demand, targeting completion by the end of 2027 (Reuters)

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