Reading List
The most recent articles from a list of feeds I subscribe to.
Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)
Ryan Vlastelica / Bloomberg:
Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 — The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.
A second US Sphere could come to Maryland
The UK government will take a £25M stake in Octopus Energy's tech spin-off Kraken, last valued at $8.65B, in an effort to encourage Kraken to list in London (Financial Times)
Financial Times:
The UK government will take a £25M stake in Octopus Energy's tech spin-off Kraken, last valued at $8.65B, in an effort to encourage Kraken to list in London — Investment aims to persuade tech business to list in London as it gears up for IPO — The UK government will take a £25mn stake …
Matthew Butterick on the Copyrightability of Fonts
Matthew Butterick:
But more importantly, in practical terms — what would be the point? Since 2011, I’ve run a small font business. Not long after I release a font, it will be uploaded to some public pirate-software website. I can’t control that. Like every other kind of digital-media file, anyone who wants to pirate my fonts can do so if sufficiently motivated.
For that reason — and independent of copyright law — my business necessarily runs on something more akin to the honor system. I try to make nice fonts, price my licenses fairly, and thereby make internet strangers enthusiastic about sending me money rather than going to pirate websites. Enough of them do. My business continues. (Indeed, in terms of rational economic choice, I’ve argued that software piracy doesn’t exist.)