Reading List

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

Qargo, which offers a cloud-based transport management service for carriers, freight forwarders, and third-party logistics, raised a $33M Series B led by Sofina (Tamara Djurickovic/Tech.eu)

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Outset, which develops AI agents that help Microsoft and other companies conduct customer research and surveys, raised a $30M Series B led by Radical Ventures (Chris Metinko/Axios)

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Sources: OpenAI told staff it was ending the six-month "vesting cliff" that required new employees to work for at least six months before their equity vests (Wall Street Journal)

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Sources: ServiceNow is in advanced talks to buy Armis, which helps businesses secure and manage IoT devices, in a deal that may value Armis at as much as $7B (Bloomberg)

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The US CFTC withdraws its 2020 guidance on the "actual delivery" of a digital asset, aiming to support broader access to regulated crypto markets (Micah Zimmerman/Bitcoin Magazine)

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Q&A with Microsoft AI CEO Mustafa Suleyman on defining superintelligence, its application in the medical field, universal basic income, regulation, and more (Mishal Husain/Bloomberg)

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Despite talk of an existential US-China AI race, the Chinese state and its major companies are spending more to dominate other domains, such as EVs and robotics (Tim Wu/Financial Times)

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To build more powerful AI systems, some AI leaders are focusing on pursuing an approach called continual learning, which mimics how people learn over time (Shirin Ghaffary/Bloomberg)

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A University of Cambridge analysis reveals how cheap SMS text message verification to create online accounts fuels global influence and manipulation campaigns (Clive Cookson/Financial Times)

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The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers (Brooke Sutherland/Bloomberg)

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How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment (Bloomberg)

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Blowback over posts about the death of Charlie Kirk has prompted companies to be more aggressive about monitoring employees' social media activity (Taylor Telford/Washington Post)

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A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's (Sarah Holder/Bloomberg)

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Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries (Jamie Tarabay/Bloomberg)

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Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times)

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A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year (Ben Cohen/Wall Street Journal)

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OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (Financial Times)

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Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations (Dina Bass/Bloomberg)

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Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business (Mark Haranas/CRN)

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Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD (Robin Wigglesworth/Financial Times)

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