Reading List

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

Russia is "partially" restricting WhatsApp and Telegram calls, saying the apps are used "to deceive and extort money" and "in sabotage and terrorist activities" (Dasha Litvinova/Associated Press)

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Cisco reports Q4 revenue up 8% YoY to $14.67B, vs. $14.62B est., net income up 31% to $2.8B, and forecasts Q1 revenue above estimates (Juby Babu/Reuters)

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Sources: the US Navy and Air Force may cancel two nearly complete HR software projects to give firms like Salesforce and Palantir a chance to win similar work (Alexandra Alper/Reuters)

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Sources: Perplexity is seeking new funding at a $20B post-money valuation, up from a reported $18B in its latest fundraising round in July (Business Insider)

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New York sues Zelle, claiming that security lapses led to $1B in consumer fraud losses; the US CFPB dropped a similar case in March (Jonathan Stempel/Reuters)

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Sources: Apple AI plans include robots, such as a tabletop one in 2027, a conversational Siri, a smart speaker with a display in 2026, and home security cameras (Mark Gurman/Bloomberg)

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Bullish shares closed up 84% at $68 in the company's NYSE debut, above the IPO price of $37, giving Bullish a market value of $9.9B based on outstanding shares (Bloomberg)

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Google is rolling out a feature for Gemini that, when enabled, will let the AI chatbot "remember" a user's past conversations without prompting (Emma Roth/The Verge)

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Chinese chip equipment supplier E-Town sues Applied Materials in the Beijing IP Court over alleged trade secret theft; Applied Materials hired two E-Town staff (Bloomberg)

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A look at social media "clippers", who are paid $0.50 to $2 per thousand views by streamers, podcasts, and startups to make buzzy moments go viral online (Ben Raab/Wall Street Journal)

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US tech startups are reviving US hiring plans as President Trump's One Big Beautiful Bill lets companies accelerate R&D tax deductions, starting in 2025 (Wall Street Journal)

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Amazon says it now offers same-day grocery delivery in 1,000+ cities and plans to bring it to 2,300+ more by the end of 2025; Prime subscribers get it free (Bloomberg)

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Core Devices CEO Eric Migicovsky unveils the Pebble Time 2 in four colors, with a 1.5" e-paper display, multicolor RGB backlighting, and a 30-day battery life (Victoria Song/The Verge)

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Tel Aviv-based Appcharge, which runs a DTC game publisher platform powering stores for 100+ games, raised a $58M Series B led by IVP, taking its funding to $89M (Globes)

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Sources: Stripe appoints Paradigm co-founder Matt Huang to serve as CEO of its planned Layer 1 blockchain Tempo; a source says Huang will remain at Paradigm (Fortune)

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Bullish raised $1.1B in its IPO, selling 30M shares for $37 each, above its $32-to-$33 marketed range; sources say the IPO was more than 20 times oversubscribed (Bloomberg)

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GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute across low-value informational and high-value commercial requests (SemiAnalysis)

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Ukrainians are adapting critical yet fragile SpaceX equipment to withstand Russia's assault, spawning a cottage industry of backstreet workshops and technicians (Volodymyr Verbianyi/Bloomberg)

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Sources: World Liberty Financial's partnership with Binance-run PancakeSwap is helping boost demand for USD1, generating profit for Trump, as CZ seeks a pardon (Wall Street Journal)

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Sources: the US secretly embedded location trackers in select AI chip shipments, such as in Dell and Super Micro servers, to detect illegal diversions to China (Reuters)

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