Reading List

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

Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)

Meaghan Tobin / New York Times:
Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers  —  More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.

A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups (Jessica Brice/Bloomberg)

Jessica Brice / Bloomberg:
A deep dive into a global money-laundering ecosystem powered by crypto and messaging apps like WeChat and Telegram, used by drug cartels and criminal groups  —  A vast ecosystem supported by the gig economy has sprung up to clean all that cash.  —  The pitch was simple: Crypto for “cold hard cash.”

Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts (Rafe Rosner-Uddin/Financial Times)

Rafe Rosner-Uddin / Financial Times:
Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts  —  Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge cloud business

ByteDance launches Doubao 2.0, an "agent era" upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year (Eduardo Baptista/Reuters)

Eduardo Baptista / Reuters:
ByteDance launches Doubao 2.0, an “agent era” upgrade of China's most widely used AI app capable of executing multi-step tasks, ahead of the Lunar New Year  —  China's ByteDance has rolled out its Doubao 2.0 model, an upgrade of the country's most widely used artificial-intelligence app, the company said on Saturday.

Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44% (Ingrid Lunden/Resilience Media)

Ingrid Lunden / Resilience Media:
Dealroom and NATO Innovation Fund: European defense, security, and resilience startup funding rose 55% YoY to a record $8.7B in 2025, with AI accounting for 44%  —  Ahead of the big Munich Security Conference later this week, the analysts at Dealroom teamed up with the NATO Innovation Fund …