Reading List

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

In a Twitter shareholder trial, former CEO Parag Agrawal and CFO Ned Segal disputed Musk's claims that they lied to him about the percentage of spam accounts (Bloomberg)

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A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow "any lawful" use by the government of their models (Financial Times)

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Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (Wall Street Journal)

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The Trump administration debuts its cyber strategy, outlining priorities including promoting offense operations, securing AI tech, and streamlining regulations (Tim Starks/CyberScoop)

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Sources: the US believes Chinese state-affiliated hackers breached an FBI computer network that holds information related to some domestic surveillance orders (Dustin Volz/Wall Street Journal)

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The Pentagon is right in trying to coerce Anthropic as AI may become a superweapon and nation-states must have a monopoly on the use of force (Noah Smith/Noahpinion)

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Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing (Bloomberg)

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IDC: India's PC market had its strongest year on record in 2025, with shipments up 10.2% YoY to 15.9M units; commercial buyers accounted for 52.9% of shipments (Jagmeet Singh/TechCrunch)

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How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)

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President Trump signs an EO aimed at fighting cybercrime, directing officials to identify robust tools to combat transnational criminal organizations (Catherine Lucey/Bloomberg)

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Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site (Bloomberg)

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Q&A with Block CEO Jack Dorsey on laying off 40% of the company's workers, wanting Block to "feel like a mini AGI", his take on Elon Musk's X, and more (Steven Levy/Wired)

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Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services (Shirin Ghaffary/Bloomberg)

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Nintendo of America sues the US government, seeking a refund with interest for tariffs that the company says Trump implemented in "unlawful" EOs (Nicole Carpenter/Aftermath)

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Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more (Pirate Wires)

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OpenAI rolls out Codex Security, an AI agent that evolved from its research project Aardvark to automate vulnerability discovery, validation, and remediation (Sam Sabin/Axios)

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Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk (Jennifer Elias/CNBC)

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Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (Lola Murti/CNBC)

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How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)

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Pentagon names ex-DOGE employee Gavin Kliger as Chief Data Officer to lead its AI efforts; Kliger previously reposted white supremacist Nick Fuentes' content (Alexandra Alper/Reuters)

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