Reading List
The most recent articles from a list of feeds I subscribe to.
Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more (Bhavya Dilipkumar/Moneycontrol)
Bhavya Dilipkumar / Moneycontrol:
Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more — The AI coding wars are heating up. As tech giant and AI upstarts race to redefine how software is built …
Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035 (Urvi Dugar/Reuters)
Urvi Dugar / Reuters:
Indian conglomerate Adani Group announces plans to invest $100B to build renewable energy-powered AI-ready data centers across India by 2035 — Adani Enterprises (ADEL.NS) said on Tuesday that the group will invest $100 billion to build renewable energy-powered AI-ready data centres by 2035 …
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)
Nicolas Bustamante / @nicbstme:
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated — In the past few weeks, nearly $1 trillion was wiped from software and services stocks. FactSet dropped from a $20B peak to under $8B.
Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development (Kosaku Narioka/Wall Street Journal)
Kosaku Narioka / Wall Street Journal:
Indian IT giant Infosys partners with Anthropic to develop AI services for telecom, with plans to expand to finance, manufacturing, and software development — Infosys shares rose 2.8% in India — Infosys has agreed to work with Anthropic to develop and deliver artificial-intelligence services …
Top AI researchers argue that AI is now more useful for mathematics thanks to the latest "reasoning" models, as math becomes a key way to test AI progress (Melissa Heikkilä/Financial Times)
Melissa Heikkilä / Financial Times:
Top AI researchers argue that AI is now more useful for mathematics thanks to the latest “reasoning” models, as math becomes a key way to test AI progress — OpenAI, Google DeepMind and Anthropic seek to use advanced maths to show how capable AI models really are