Reading List

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

Masayoshi Son questioned Musk's orbital AI data centers, noting electricity is just 7% of costs and the AI race will be won on Earth within a few years (Tim Higgins/Wall Street Journal)

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A look at a thriving underground economy for Claude access in China, including "transfer station" sites that buy API tokens abroad and distribute them to users (Wired)

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Apple's appeal to a London Court of Appeal ruling begins Monday at the UK Supreme Court; the ruling required it to pay $502M for using Optis' wireless patents (Alistair Gray/Financial Times)

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Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (Wall Street Journal)

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Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects (Financial Times)

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Sources: Salesforce staff worry Anthropic's Claude Tag could cannibalize Slackbot and give the AI firm more leverage over the enterprise software industry (Laura Bratton/The Information)

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Netflix has been gradually requiring each profile under a Netflix subscription to use a unique email address; the rule doesn't apply to children's profiles (Scharon Harding/Ars Technica)

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How AI is shaping the 2026 US midterms, as public anger grows against data center expansion and the AI industry emerges as one of the biggest financial backers (Bloomberg)

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LSEG: tech companies have raised $3.1B from mainland China stock market listings YTD, up 5x+ from a year earlier, as AI and chip companies drive onshore IPOs (Reuters)

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The rapid pace of AI progress has created a pervasive fear of missing out across Silicon Valley, fueling anxiety among founders, executives, employees, and VCs (Bloomberg)

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Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (Lillian Rizzo/CNBC)

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Tokyo-based Sakana AI's Fugu and China-based 360's cybersecurity model Tulongfeng claim to rival Anthropic's banned Mythos and Fable 5 amid the US export ban (Kate Park/TechCrunch)

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AI executives and lobbyists say they are seeking regulatory clarity from the Trump administration but are wary of pressing for answers, fearing retaliation (Politico)

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A look at South Korea's four vocational "meister" schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix (Max Kim/New York Times)

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Source: the Trump administration is close to allowing Anthropic to restore access to Fable 5; limits could be lifted as soon as this coming week (Axios)

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Polymarket says its annualized revenue is now $1B+; Dune Analytics: daily volume on Polymarket's US platform rose from ~$50M in mid-May to $200M+ by June 20 (Davis Giangiulio/CNBC)

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Streaming services must comply with a California law that bans playing ads louder than the content being watched from July 1, but its implementation is unclear (Scharon Harding/Ars Technica)

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A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US (Don Clark/New York Times)

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Sources: Meituan, Baidu, Xiaomi, and other Chinese tech giants have been trimming their workforces, fueling Chinese workers' concerns of being replaced by AI (Wency Chen/South China Morning Post)

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Japanese financial giant SBI agrees to acquire Bitbank, a top 10 Japanese crypto exchange by trading activity, for ~$289M, with the deal set to close in October (Jamie Crawley/CoinDesk)

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