Reading List

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

Power prices surge in Virginia, home to the world's largest data center hub; record demand is expected during the winter storm, partly due to data center needs (Tim McLaughlin/Reuters)

Techmeme

Meta's decision to deprioritize VR in favor of AI and internet-connected glasses has chilled the VR industry, leading to concerns about its future (Jonathan Vanian/CNBC)

Techmeme

A deep dive into Apple's AI strategy reset, as it prepares to announce a Gemini-powered personalized Siri next month and a reimagined chatbot-like Siri at WWDC (Mark Gurman/Bloomberg)

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Q&A with David Liu, CEO of PlusAI, which is slated to go public next month, on the ongoing commercial trial of its autonomous truck driving software, and more (Rani Molla/Sherwood News)

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Domain Name Stat: the number of .ai domains has surpassed 1M; data suggests Anguilla, the UK territory managing the domain, made ~$70M in fees in the past year (Sherwood News)

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HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content (Manish Singh/India Dispatch)

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Analysis: scientists who appeared to use LLMs posted 33% more papers on arXiv than those who didn't, as concerns grow over AI slop in scientific publishing (Ross Andersen/The Atlantic)

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A look at Clawdbot, an open-source personal AI agent that runs locally on the user's computer and integrates with multiple LLMs and messaging services (Federico Viticci/MacStories)

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EquipmentShare, which runs a jobsite tech and equipment rental platform for the construction industry, raised $747.3M in its IPO, valuing the company at $7.16B (Reuters)

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Tests show GPT-5.2 on ChatGPT citing Grokipedia as a source on a wide range of queries, including on Iranian conglomerates and Holocaust deniers (Aisha Down/The Guardian)

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Source: OpenAI mulls new tools to help business users understand the financial benefits of using its products and has made changes to its sales force strategy (The Information)

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SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia (Matt Phillips/Sherwood News)

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Nifty Gateway, the NFT trading platform which had facilitated $300M in sales by mid-2021, enters withdrawal-only mode and plans to shut down on Feb. 23, 2026 (CoinDesk)

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Microsoft confirms it does provide BitLocker recovery keys for encrypted data if it receives a valid legal order and the user has stored the keys on its servers (Thomas Brewster/Forbes)

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Sources: the EU's executive arm is drafting new legislation aimed at promoting tech sovereignty and openly discussing the security risks posed by US tech (Wall Street Journal)

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Elliptic: ruble-backed stablecoin A7A5 surpassed $100B in transactions in under a year, but demand cooled and daily volume fell from a peak of $1.5B+ to ~$500M (Melos Ambaye/Bloomberg)

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Counterpoint: India smartphone shipments were flat YoY at ~153M; Apple shipped 14M iPhones, raising its share of shipments to a record 9%, up from 7% in 2024 (Jagmeet Singh/TechCrunch)

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A look at Kalshi and Polymarket's rise; reports say Polymarket had 491K monthly active traders in December 2025, and <0.04% of addresses took 70% of profits (Benjamin Wallace/New York Times)

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OpenAI and longtime US government contractor Leidos announce a partnership to roll out generative and agentic AI tools for specific missions at federal agencies (Miranda Nazzaro/FedScoop)

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Sources: the Trump administration dismissed two Commerce Department officials, who focused on Chinese tech threats, raising concerns about a softening stance (Wall Street Journal)

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