Reading List

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

OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says "electrons are the new oil" (Ashley Capoot/CNBC)

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Sources: SAP is considering a new bid for accounting software company BlackLine, after its previous bid of nearly $4.5B was rejected in June (Milana Vinn/Reuters)

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Sources: Amazon plans to lay off ~10% of corporate staff, or ~30,000 people, its largest layoffs since 2022, to reduce costs and address pandemic overhiring (Greg Bensinger/Reuters)

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Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+ (Annie Palmer/CNBC)

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Sources: Microsoft's next Xbox will run Windows, letting users play PlayStation titles on Steam and the full Xbox console library, without a multiplayer paywall (Jez Corden/Windows Central)

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Internal memo: Vishal Shah, who led Meta's metaverse unit, will now lead AI product management; sources: Vibes was rushed out to get ahead of OpenAI's Sora (Hannah Murphy/Financial Times)

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China's MiniMax releases MiniMax M2, an open-source model optimized for AI agents and coding and priced at $0.30/1M input tokens and $1.20/1M output tokens (MiniMax)

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OpenAI estimates that around 0.07% of ChatGPT users active in a week show "severe mental health symptoms" like mania, and details its safety improvements (OpenAI)

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The current AI investment boom will spark a "wildfire" that wipes out some companies, yet bolsters and enables others by unlocking GPUs, energy, and talent (Dion Lim/CEO Dinner Insights)

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Anthropic expands Claude for Financial Services with a beta Claude for Excel integration, additional data connectors, and new pre-built Agent Skills (Webb Wright/ZDNET)

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Citigroup and Coinbase say they are exploring on-chain stablecoin payments and simpler crypto-fiat transfers for Citi's institutional clients (Emily Mason/Bloomberg)

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Meta launches "ghost posts" on Threads, letting users share "unfiltered thoughts" in posts that disappear after 24 hours; replies will appear as a DM (Marcus Mendes/9to5Mac)

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The US forms a $1B partnership with AMD to construct two supercomputers, Lux and Discovery, accelerating research in fusion energy, drug development, and more (Reuters)

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The AI buildout, surpassing railroads and the internet, moves Big Tech from being asset-light to asset-heavy, which has historically produced inferior returns (Kai Wu/Sparkline Capital)

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Qualcomm unveils two AI inference chips, the AI200, set for 2026, and the AI250, planned for 2027, and says Humain is the first customer; QCOM jumps 12%+ (Kif Leswing/CNBC)

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A look at Live Nation's Setlist.fm, a wiki-like site with 80M annual users that changed live music by letting users document songs that artists play at concerts (Marc Hogan/New York Times)

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Analysis: Chinese robotaxi companies like Baidu and WeRide are outnumbering their US rivals with more projects progressing from testing to commercialization (Linda Lew/Bloomberg)

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IBM launches Digital Asset Haven, a digital assets platform built with crypto wallet provider Dfns for financial institutions, governments, and companies (Anna Irrera/Bloomberg)

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X prompts users to re-enroll their security keys for 2FA, and will lock accounts that are not updated by Nov. 10, allowing it to retire the Twitter.com domain (Will McCurdy/PCMag)

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Sources: AI contractor marketplace Mercor is finalizing $350M in funding led by Felicis at a $10B valuation; founded in 2023, Mercor manages 30K contractors (Angel Au-Yeung/Wall Street Journal)

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