Reading List

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

How Chicago is betting on quantum computing, including turning the site of its former US Steel mill into a campus, after largely missing the digital revolution (Jeanne Whalen/Wall Street Journal)

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Q&A with AWS CEO Matt Garman on the parallels between early AWS and AI, Quick, AI coding, Amazon's $200B capex in 2026, entry-level jobs changing, and more (Casey Newton/Platformer)

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Humanoid robot maker Agility plans to go public via a merger with Michael Klein's SPAC, in a deal valuing Agility at ~$2.5B, listing under ticker symbol AGLT (Lauren Thomas/Wall Street Journal)

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Filing: SK Hynix is seeking to raise ~$29.4B in a US listing, expects trading to start on July 10, and intends to use the funds to build additional capacity (Bloomberg)

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An interview with Bob Iger on stepping down as Disney's CEO, his legacy, new CEO Josh D'Amaro, Bob Chapek, Apple, Disney+, acquiring Pixar, AI tools, and more (Daniel Thomas/Financial Times)

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Sources: Qualcomm is in talks to design custom chips for ByteDance, based partly on connectivity tech from Alphawave Semi, which Qualcomm acquired in June 2025 (Reuters)

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SK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off (Reuters)

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Sources: India drives 50%+ of WhatsApp's global revenue, or $1B+ annually, largely via business messaging, which likely helped Kunal Shah get WhatsApp's top job (Moneycontrol)

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London-based Isometric, which develops AI agents that work with human verifiers to automate industrial certification, raised a €34M Series A led by AVP (David Cendon Garcia/EU-Startups)

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New York-based Probook, which is building an AI operating system for home service businesses, raised a $34M Series A led by a16z and a $6M seed led by Sequoia (Lily Mae Lazarus/Fortune)

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AI creative tools startup Krea, which has raised $83M and claims to have 30M users, releases the open weights for its image model Krea 2 under a custom license (Carl Franzen/VentureBeat)

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Sources: Zhipu is considering a multibillion-dollar Hong Kong share sale after its stock surged 2,000% since its January IPO, pushing its market cap above $128B (Dong Cao/Bloomberg)

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Customer engagement service MoEngage acquires Aampe, whose AI agents help brands personalize messaging, for "tens of millions", per a source; Aampe raised ~$28M (Jagmeet Singh/TechCrunch)

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Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its flagship DGX B300 server has risen to $1.1M (Eleanor Olcott/Financial Times)

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Flipkart says it plans to expand its network of micro-fulfillment centers in India to 1,500 by the end of 2026, as it also claims orders have grown ~400% YoY (Jagmeet Singh/TechCrunch)

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Superhuman acquires AI detection startup GPTZero, which has 19M+ registered users and $30M in annual recurring revenue; PitchBook: GPTZero is valued at $88M+ (Geoff Weiss/Business Insider)

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Alex Bores, a NY congressional candidate who argued for AI safeguards, lost to Micah Lasher in the Democratic primary, which drew millions in AI PAC spending (Ben Kamisar/NBC News)

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Sources: the NSA was red-teaming Mythos 5 before losing access amid the Anthropic dispute; the tests showed Mythos identified flaws in classified systems (New York Times)

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Orderful, which offers AI-powered tools to automate supply chain data management, raised a $35M Series C led by KDT, bringing its total funding to $85M (Maria Deutscher/SiliconANGLE)

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xLight, a startup developing advanced lasers for EUV machines, told investors that it is in talks to raise $350M led by Boardman Bay and Bain Capital (The Information)

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