Reading List

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

Alphabet is raising $80B in equity offerings, including a $10B investment deal with Berkshire Hathaway, to help raise money for its AI spending plans (Bloomberg)

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HPE reports Q2 revenue up 40% YoY to $10.7B, vs. $9.74B est., Server revenue up 33%, forecasts revenue for FY26 and FY27 above est.; HPE jumps 30%+ after hours (Brody Ford/Bloomberg)

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Gigascale Capital, a climate tech VC firm co-founded by former Meta CTO Mike Schroepfer, closed a $250M fund to back early-stage startups supporting the AI boom (Michelle Ma/Bloomberg)

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Researchers find packages in the @redhat-cloud-services npm namespace shipped malware that harvests credentials for GitHub Actions, AWS, GCP, Azure, and others (Rohan Prabhu/Step Security Blog)

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Hackers say they used Meta's AI support chatbot to change emails tied to Instagram accounts, amid a wave of high-profile account takeovers; Meta fixed the issue (Jason Koebler/404 Media)

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Source: Salesforce has a stake in Anthropic worth ~$5B; Salesforce first invested about $50M in an early 2023 round and has continually invested in rounds since (Brody Ford/Bloomberg)

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IBM shares jump 7.6% after a nearly six-month old video of President Trump praising CEO Arvind Krishna recirculated on X; IBM was already up ~40% over two weeks (Matthew Griffin/Bloomberg)

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Stockholm-based Endra, which automates the design of plumbing and electrical wiring in new buildings, raised $50M led by a16z (Lucinda Shen/Axios)

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Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (Mike Isaac/New York Times)

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Anthropic confidentially submits draft S-1 to the SEC (Anthropic)

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New York City-based Mecka AI, which trains robots with human data sourced from body sensors and iPhones, raised $60M, including a $25M Series A (Ben Weiss/Fortune)

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Sekai, which lets users create mini apps through text prompts, raised a $20M Series A co-led by Khosla Ventures and Connect Ventures, after a $6M seed in 2025 (Kerry Flynn/Axios)

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Box has created 13 AI-focused roles, like AI architect and AI solutions manager, and plans to grow from 2,900 staff at the start of 2026 to 3,000+ by early 2027 (Kalley Huang/New York Times)

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Bernie Sanders says the wealth AI creates "must benefit humanity", calling for a sovereign wealth fund that would hold ownership stakes in top US AI companies (Bernie Sanders/New York Times)

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Sources: at Build, Microsoft plans to unveil a Copilot "super app", a new reasoning model developed by Microsoft AI, and Windows improvements for developers (Tom Warren/The Verge)

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Florida AG James Uthmeier sues OpenAI and Sam Altman, seeking to hold Altman personally liable for deceptive trade practices, negligence, and public nuisance (NBC News)

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Strava is adding an $11.99 monthly fee for developer API access and moving public profiles and fitness club listings behind authentication to combat AI scraping (Ivan Mehta/TechCrunch)

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Internal documents: Chinese company Geedge is working to build AI tools to predict those who could pose a political risk, but US chip controls hampered its work (Julian E. Barnes/New York Times)

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Palo Alto Networks says Mythos found 24+ critical bugs using $1M+ in tokens; Anthropic subsidizes Mythos but some companies plan to boost their Mythos budgets (Aaron Holmes/The Information)

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SEC filing: quantum computing startup Quantinuum boosts its IPO, aiming to sell 26.5M shares for $53-$55 each, raising up to $1.46B at an up to $14.3B valuation (Liana Baker/Bloomberg)

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