Reading List

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

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

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GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

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A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)

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Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research)

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Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic)

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Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg)

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Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired)

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OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 (Dina Bass/Bloomberg)

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Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers (Wired)

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FDA launches a pilot using AI and cloud computing to give the agency a "direct data feed" to real-time clinical data, aiming to shorten drug approval timelines (Frank Konkel/Nextgov/FCW)

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SenseTime releases SenseNova-U1, an open-source image model that it says can "read" images without translating them to text, reducing computing power needs (Zeyi Yang/Wired)

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Analysts: TikTok Shop generated $4.9B in US sales during Q1 2026, doubling its volume from the previous year; Q1 consumer spending on the platform rose 46% YoY (Jennifer Williams/Wall Street Journal)

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Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate (Krisztian Sandor/CoinDesk)

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How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices (Shalini Ramachandran/Wall Street Journal)

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Sources: the White House opposes Anthropic's plan to expand access to Mythos to 70 additional companies and organizations because of concerns about security (Wall Street Journal)

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Digital advertising is booming for Google and Meta, helped by AI tools used for language translation, real-time changes to ad copy, and easier ad targeting (New York Times)

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Massachusetts-based brain implant company Axoft raised a $55M Series A and says it tested its device in a Shanghai patient, with plans for more trials in China (Bloomberg)

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Samsung reports Q1 revenue up 69% YoY to ~$90.2B, vs. ~$89.4B est., and operating profit up 756% to ~$38.5B, vs. ~$37.2B est., driven by AI-linked memory demand (Dylan Butts/CNBC)

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Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)

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Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal)

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