Reading List

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

Amazon debuts "Join the chat", an AI-powered feature that lets users ask questions about products and get conversational audio responses generated in real time (Lauren Forristal/TechCrunch)

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The DOD strikes deals with AWS, Microsoft, Nvidia, Oracle, and Reflection AI to use their AI tools on classified military networks "for lawful operational use" (Katrina Manson/Bloomberg)

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Cloud computing provider Nebius agrees to acquire Eigen AI, which optimizes the performance of chips that run AI inference tasks, for ~$643M in stock and cash (Dina Bass/Bloomberg)

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Apple CFO Kevan Parekh says that "the iPhone 17 family is now the most popular lineup in our history" and "we believe we gained market share during the quarter" (Michael Acton/Financial Times)

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China's EV makers are competing on in-car AI features; ByteDance says its Doubao AI is used in 7M+ cars across 145 models, including from Mercedes, Audi, and VW (Evelyn Cheng/CNBC)

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Researchers detail CopyFail, a now-patched Linux vulnerability that lets unprivileged users gain admin access, as many distributions have yet to apply the fixes (Dan Goodin/Ars Technica)

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Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60%+ from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)

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Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI (Wired)

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The persistent idea that AI disruption could create a permanent underclass signals how much collateral damage AI companies will tolerate in their pursuit of AGI (Jasmine Sun/New York Times)

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US Senators Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets (Jason Beeferman/Politico)

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Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Mark Gurman/Bloomberg)

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Intel's stock jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (Katie Tarasov/CNBC)

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Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (Anhata Rooprai/Reuters)

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Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)

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The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (Dan Mangan/CNBC)

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Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October (Annie Palmer/CNBC)

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Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them (Business Insider)

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Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours (Reinhardt Krause/Investor's Business ...)

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Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours (Anhata Rooprai/Reuters)

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Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

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