Reading List

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

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2 (Reuters)

Techmeme

OpenAI plans to retire several models from ChatGPT on February 13, including GPT‑4o, GPT‑4.1, and o4-mini, saying only 0.1% of users still choose GPT-4o (Ashley Capoot/CNBC)

Techmeme

Perplexity signs a deal with Microsoft; sources say the $750M, three-year commitment will let Perplexity deploy AI models through Microsoft's Foundry service (Bloomberg)

Techmeme

Sources: the Pentagon is clashing with Anthropic over safeguards limiting the use of its tech to target weapons autonomously and conduct domestic surveillance (Reuters)

Techmeme

Sources: special agents with the US Commerce Department investigated claims by ex-Meta contractors that Meta staff had "unfettered" access to WhatsApp messages (Jake Bleiberg/Bloomberg)

Techmeme

Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO (Wall Street Journal)

Techmeme

Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI (Bloomberg)

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Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours (Elias Schisgall/Wall Street Journal)

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It’s a new heyday for gas thanks to data centers

The Verge - All Posts

Divinity: Original Sin 2 interactive maps

Polygon - All

Apple just had a record-breaking iPhone quarter

The Verge - All Posts

‘Backseat Software’

Daring Fireball

Apple reports Q1 revenue from Services up 14% YoY to $30B, in line with estimates, as Apple's installed base of active devices has surpassed 2.5B (Todd Spangler/Variety)

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Jujutsu Kaisen season 3 episode 5 explained: Cursed corpses, Hakari, and more

Polygon - All

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est. (Kif Leswing/CNBC)

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Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B (Apple)

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Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (Jordan Novet/CNBC)

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Resident Evil Requiem devs enlisted a task force of women to ensure Leon was hot enough

Polygon - All

The weirdest headphones at CES will launch on Kickstarter next month

The Verge - All Posts

Sources: Microsoft is focusing on fixing the core issues of Windows 11 over the coming months after persistent bugs, ads, and bloatware eroded user trust (Tom Warren/The Verge)

Techmeme