Reading List

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

NYC-based Eight Sleep, which makes the AI-powered Pod smart mattress cover for measuring sleep, raised $100M from HSG and others, after an $86M Series C in 2021 (Kate Park/TechCrunch)

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Sources: Nvidia is developing a new Blackwell-based AI chip for China, tentatively known as the B30A, that will be more powerful than its H20 model for China (Reuters)

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Xiaomi reports Q2 revenue up 31% YoY to ~$16.2B, above ~$16B est., and net income up 134% YoY to ~$1.6B, driven by EV sales countering slowing smartphone demand (Linda Lew/Bloomberg)

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Databricks is finalizing a Series K at a $100B valuation, up 61% from its December 2024 round; sources say it is co-led by Thrive and a16z plans to participate (Angel Au-Yeung/Wall Street Journal)

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Sources: Masayoshi Son met Lip-Bu Tan to discuss SoftBank acquiring Intel's faltering foundry business in the weeks before announcing SoftBank's $2B investment (Financial Times)

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Sources: Apple is making all four iPhone 17 models in India ahead of debut, a first, as it expands to five factories to cut reliance on China for US-bound units (Bloomberg)

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Tim Sweeney says the UK's mobile app store regulation lags "well behind" other countries, and calls the CMA delaying its iPhone sideloading decision a "blunder" (Tim Bradshaw/Financial Times)

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OpenAI launches ChatGPT Go, a new India-only plan priced at Rs. 399, or ~$4.57, per month, its most affordable yet, to grow users in its second-largest market (Kashish Tandon/Reuters)

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A US federal appeals court rejects T-Mobile's bid to overturn a $92M fine for illegally selling customer location data without consent, after a 2024 FCC ruling (Jon Brodkin/Ars Technica)

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US Director of National Intelligence Tulsi Gabbard says the UK has dropped its mandate requiring Apple to provide a backdoor for accessing users' encrypted data (Kanishka Singh/Reuters)

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The US FTC sues Key Investment Group, operator of sites like TotalTickets.com, for evading purchasing limits to buy up and resell live event tickets at a markup (Jody Godoy/Reuters)

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An MIT report finds that 95% of GenAI pilots at companies have little to no financial impact, due to the "learning gap" for both the tools and the companies (Sheryl Estrada/Fortune)

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Nvidia debuts Nemotron-Nano-9B-v2, a hybrid Mamba-Transformer model, saying it achieves comparable or better accuracies than Qwen3-8B on reasoning benchmarks (Carl Franzen/VentureBeat)

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SoftBank agrees to invest $2B in Intel, paying $23 per share for Intel's common stock and buying ~2% of its outstanding shares; INTC rises ~4% pre-market (Kif Leswing/CNBC)

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American Exceptionalism Acquisition, a SPAC led by Chamath Palihapitiya and focused on energy, AI, DeFi, and defense, files for a US IPO, seeking to raise $250M (Kia Kokalitcheva/PitchBook)

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Blockchain-based lender Figure files for a US IPO, reporting H1 2025 revenue up 22.4% YoY to $191M and a profit of $29M, compared with a $13M loss in H1 2024 (Arasu Kannagi Basil/Reuters)

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Source: Arm hires Amazon AI chip director Rami Sinno to help develop its own chips; Sinno previously worked on Amazon's Trainium and Inferentia chips (Max A. Cherney/Reuters)

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Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours (Samantha Subin/CNBC)

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Palo Alto Networks founder Nir Zuk retires and steps down as CTO and board member; Chief Product Officer Lee Klarich becomes CTO and joins the board (Dean Seal/Wall Street Journal)

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Nvidia, Discord, and Epic Games are testing game demos on Discord servers, letting users try a game without downloading it or signing up, starting with Fortnite (Sean Hollister/The Verge)

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