Reading List

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

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)

Martin Peers / The Information:
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing  —  Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.

Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral (Financial Times)

Financial Times:
Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the “cosmic orange” Pro model going viral  —  Vivid redesign and social media buzz lure Chinese buyers back after a prolonged slump

A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 (Nilesh Christopher/Los Angeles Times)

Nilesh Christopher / Los Angeles Times:
A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025  —  - 8 min Click here to listen to this article  —  The man set to become one of the world's youngest artificial intelligence billionaires started …

Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more (Simon Willison/Simon Willison's Weblog)

Simon Willison / Simon Willison's Weblog:
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more  —  Opus is usually $5/million input and $25/million output.  The new fast mode is $30/million input and $150/million output!

India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch:
India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M  —  Deep tech startups in sectors such as space, semiconductors, and biotech take far longer to mature than conventional ventures.