Reading List

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

David Sacks says Trump's AI EO aims to ease companies' compliance burden and that the administration is working with Congress on a common AI oversight standard (Bloomberg)

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Google expands Google Translate's live speech translation from Pixel Buds to any headphones, supporting 70+ languages, in beta on compatible Android phones (Stevie Bonifield/The Verge)

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Policymakers behind key state AI bills scoff at Trump's EO; some GOP governors are pushing ahead with their own AI bills; Steve Bannon says Sacks misled Trump (Axios)

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Sources: X reported $752M in Q3 revenue, up 17% YoY, a net loss of $577.4M, and EBITDA of ~$454M, up 16%; revenue for the first nine months of 2025 was $2B+ (Carmen Arroyo/Bloomberg)

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Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales (Ann Gehan/The Information)

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Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (Rocket Drew/The Information)

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Sources: Oracle has delayed completion of some OpenAI data centers from 2027 to 2028, largely due to labor and material shortages; Oracle denies delays (Brody Ford/Bloomberg)

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Kalshi integrates its event trading platform into the popular crypto wallet Phantom; Dune: in November, Kalshi's trading volume hit $5.8B vs. Polymarket's $3.7B (Nina Bambysheva/Forbes)

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YouTube launches an option for US-based creators to receive payouts in PayPal's stablecoin, PYUSD (Ben Weiss/Fortune)

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Sam Altman's Tools for Humanity updates World to make it a "super app" with encrypted chat integration and a Venmo-like tool for sending and requesting crypto (Lucas Ropek/TechCrunch)

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Trump's AI executive order directs federal agencies to look into withholding federal funding from states passing "the most onerous and excessive laws" around AI (Gerrit De Vynck/Washington Post)

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[Thread] Substack quietly added a feature that forced subscribers to download the app to read full newsletters, but says it reverted the change after complaints (Gergely Orosz/@gergelyorosz)

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Serval, which offers an AI assistant for IT, HR, legal, and finance, raised a $75M Series B led by Sequoia at a $1B valuation, taking its total funding to $127M (Reuters)

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Switzerland launches a preliminary investigation into whether Apple's terms for granting third-party access to NFC tech on iPhones violate its antitrust laws (Tim Hardwick/MacRumors)

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Sources: Nvidia tells its Chinese clients that it is evaluating adding production capacity for its H200 chips after orders exceeded its current output level (Reuters)

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TechInsights: Huawei's Kirin 9030 chip, used in its Mate 80 Pro Max phone, is China's most advanced chip to date and was produced with SMIC's updated 7nm tech (Ian King/Bloomberg)

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Sources: China is considering a ~$28B-to-$70B incentives package, which would be separate from the $50B Big Fund III plan, to support its chipmaking industry (John Liu/Bloomberg)

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EU finance ministers agree on a €3 customs duty on low-value parcels from July 2026, aiming to crack down on Chinese imports from retailers like Shein and Temu (Reuters)

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Papua New Guinea says Google will build three subsea cables for the country, a $120M effort funded by Australia, amid China boosting its influence in the region (Kirsty Needham/Reuters)

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Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (Nikkei Asia)

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