Reading List

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

Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

Reinhardt Krause / Investor's Business Daily:
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours  —  Consumer financing firm Affirm Holdings (AFRM) reported fiscal second quarter earnings and revenue that topped consensus estimates.

Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

Hayden Field / The Verge:
Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming  —  Boris Cherny gets recognized in public relatively often.  At the bar, at the airport, and in generally any public space …

Baldur’s Gate 3 HBO show will pick up where BG3 ended

Created by The Last of Us' writer Craig Mazin, HBO's Baldur's Gate show will feature both old and new characters.

HBO is turning Baldur’s Gate into a TV show

HBO is developing a Baldur's Gate TV show that will continue the story of Larian Studios' hit RPG Baldur's Gate 3, according to Deadline. The Last Of Us co-creator Craig Mazin will serve as the show's creator, writer, executive producer, and showrunner. While it's set to feature new protagonists, the plan is for existing characters […]

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

Vicky Ge Huang / Wall Street Journal:
Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year  —  Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October