Reading List

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

AT&T says it plans to spend $250B+ over the next five years to build out its US infrastructure, including high-speed fiber; AT&T spent $21B on capex in 2025 (Bloomberg)

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AI cybersecurity startup Armadin, started by Mandiant founder Kevin Mandia to build AI agents, raised ~$190M led by Accel; Google bought Mandiant for $5.4B (Samantha Subin/CNBC)

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An interview with Hinge CEO Jackie Jantos, promoted from CMO in December 2025, as the dating app hits 1.8M+ paying users, gaining ground while others struggle (Kieran Smith/Financial Times)

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US commercial satellite provider Planet Labs delays Middle East imagery to two weeks from four days over concerns it could be used to target NATO members (Aaron Clark/Bloomberg)

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A look at the top 100 GenAI consumer apps: ChatGPT leads but the race for the "default AI" is on, global usage is splintering by product, and AI agents arrive (Olivia Moore/Andreessen Horowitz)

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Pentagon official Emil Michael says Anthropic's lawsuit is an "expected reaction" and "I don't think there's a scenario where this gets resolved in that way" (Katrina Manson/Bloomberg)

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Uzbek fintech and e-commerce company Uzum raised $131.5M led by Oman's sovereign funds, with $81.5M equity, at a $2.3B valuation, up from $1.5B in August 2025 (Jagmeet Singh/TechCrunch)

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How "dark factories", powered by AI and robotics and requiring essentially no workers, are set to upend China's labor market, already stressed by tariffs (Bloomberg)

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How AI may disrupt venture capital, from making it easier and cheaper to start software companies, to agentic investors analyzing startup pitch decks and teams (Arielle Pardes/Wired)

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Yann LeCun's Advanced Machine Intelligence Labs raised a $1.03B seed at a $3.5B pre-money valuation to work on world models, in Europe's largest-ever seed round (Madhumita Murgia/Financial Times)

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Sources: Apple made ~55M iPhones in India in 2025, up 53% YoY from 36M in 2024, or ~25% of total iPhone production, as it shifts away from China amid tariffs (Sankalp Phartiyal/Bloomberg)

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Flipkart moves its headquarters back to India, more than a decade after it moved to Singapore, as it prepares for a potential IPO in India in the coming months (Jagmeet Singh/TechCrunch)

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Source: Spark Capital, the first VC firm to back Anthropic in 2023, is raising about $3B in new funds, 50% more than the size of funds it raised two years ago (The Information)

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Dify, which offers an open-source platform to build and run AI applications and agentic workflows, raised a $30M pre-Series A led by HSG at a $180M valuation (FinSMEs)

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xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (Lora Kolodny/CNBC)

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Sources: the White House is preparing an executive order formally instructing federal agencies to stop using Anthropic's AI tools (Maria Curi/Axios)

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Sources: PE firm EQT is exploring a sale of Linux distribution vendor SUSE in a deal that could value it at up to $6B; SUSE was valued at ~$2.96B in 2023 (Reuters)

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Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (Wired)

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Canada will allow TikTok to continue operating in the country under new security commitments, reversing a 2024 order to wind down TikTok's Canadian subsidiary (Thomas Seal/Bloomberg)

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HPE reports Q1 revenue up 18% YoY to $9.3B, below $9.37B est., and Cloud and AI revenue down 2.7% YoY to $6.3B, but reports an AI server backlog of $5B (Dina Bass/Bloomberg)

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