Reading List

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

Blockchain-based lender Figure files for a US IPO, reporting H1 2025 revenue up 22.4% YoY to $191M and a profit of $29M, compared with a $13M loss in H1 2024 (Arasu Kannagi Basil/Reuters)

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Source: Arm hires Amazon AI chip director Rami Sinno to help develop its own chips; Sinno previously worked on Amazon's Trainium and Inferentia chips (Max A. Cherney/Reuters)

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Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours (Samantha Subin/CNBC)

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Palo Alto Networks founder Nir Zuk retires and steps down as CTO and board member; Chief Product Officer Lee Klarich becomes CTO and joins the board (Dean Seal/Wall Street Journal)

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Nvidia, Discord, and Epic Games are testing game demos on Discord servers, letting users try a game without downloading it or signing up, starting with Fortnite (Sean Hollister/The Verge)

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Google says users created 100M videos using its AI filmmaking tool Flow since its May launch; Flow leverages Veo 3 and focuses on maintaining visual consistency (Katelyn Chedraoui/CNET)

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Nvidia announces Install-to-Play for GeForce Now, letting users install games opted into Valve's Steam Cloud Play, without waiting for Nvidia to curate them (Sean Hollister/The Verge)

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Nvidia's app gets global DLSS override and more control panel features, including anisotropic filtering, anti-aliasing, and ambient occlusion (Tom Warren/The Verge)

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Nvidia's GeForce Now game streaming service will get RTX 5080 GPUs in September, letting users of its $20/month Ultimate tier stream in 5K at up to 120fps (Devindra Hardawar/Engadget)

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Texas AG Ken Paxton probes Meta and Character.AI over claims they deceptively market chatbots as mental health tools, misleading kids and other vulnerable users (Rebecca Bellan/TechCrunch)

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Sources: Anthropic asked Menlo to use the VC firm's own capital for investment in the startup and not an SPV, as Menlo did in a previous funding round (Ben Bergman/Business Insider)

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Source: Oracle Chief Security Officer Mary Ann Davidson, who joined in 1988 and became the company's first CSO, is leaving as part of a recent reorganization (Bloomberg)

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Sources: the Trump administration is in discussions to take a stake of ~10% in Intel, converting some or all of Intel's $10.9B CHIPS Act grants into equity (Bloomberg)

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HR giant Workday says hackers stole an unspecified amount of personal information, such as names and email addresses, from one of its third-party CRM platforms (Zack Whittaker/TechCrunch)

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Google increases its stake in bitcoin miner and datacenter operator TeraWulf from 8% to 14%, bringing its total investment to ~$3.2B; WULF jumps 10%+ (Samantha Subin/CNBC)

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Grok's website is exposing the underlying prompts for its AI personas, including one for a "crazy conspiracist" persona that spends "a lot of time on 4chan" (Joseph Cox/404 Media)

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Samsung announces the Galaxy Buds3 FE, with a new AirPods Pro-like design, improved ANC, and upgraded audio quality, launching September 4 for $149.99 (Max Buondonno/The Shortcut)

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A survey by Google Cloud and The Harris Poll finds 87% of game developers are using AI agents in their workflows; 63% expressed concerns about data ownership (Vic Hood/GamesIndustry.biz)

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Grammarly debuts AI agents for writing and grading assistance, like an AI grader agent and a citation finder agent, available to Grammarly Free and Pro users (Jess Weatherbed/The Verge)

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NYC-based IVIX, which uses AI to help regulators detect financial fraud, raised a $60M Series B led by OG Venture Partners, bringing its total funding to $85M (Marc Vartabedian/Wall Street Journal)

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