Reading List

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

Salesforce CEO Marc Benioff dismisses the idea of vibe coded CRM replacing SaaS companies, saying data security and compliance make Salesforce indispensable (Sebastian Herrera/Wall Street Journal)

Sebastian Herrera / Wall Street Journal:
Salesforce CEO Marc Benioff dismisses the idea of vibe coded CRM replacing SaaS companies, saying data security and compliance make Salesforce indispensable  —  ‘People think we have our back against the wall,’ but customers aren't replacing its offerings with AI, CEO says  —  Marc Benioff has some problems.

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (The Korea Herald)

The Korea Herald:
SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin  —  SK hynix Inc. said Monday it has begun mass production of a next-generation memory module designed for artificial intelligence servers …

German Chancellor Friedrich Merz says he will push to ease the EU's "regulatory burden" on AI and possibly exempt industrial AI to boost productivity (Andreas Rinke/Reuters)

Andreas Rinke / Reuters:
German Chancellor Friedrich Merz says he will push to ease the EU's “regulatory burden” on AI and possibly exempt industrial AI to boost productivity  —  Germany's Chancellor Friedrich Merz said on Sunday that artificial intelligence for industrial use will require more regulatory freedom …

Sources: Polymarket is in talks to raise $400M at a ~$15B post-money valuation, up from $9B in October 2025, but below Kalshi's $22B valuation from March 2026 (The Information)

The Information:
Sources: Polymarket is in talks to raise $400M at a ~$15B post-money valuation, up from $9B in October 2025, but below Kalshi's $22B valuation from March 2026  —  The predictions site Polymarket is talking to investors about raising $400 million in funding at a valuation of about $15 billion including …

Australian data center operator NextDC plans to raise AU$1.5B in equity for its 350MW Sydney site rollout, and raises its FY26 capex by AU$300M to AU$2.7B-AU$3B (Sneha Kumar/Reuters)

Sneha Kumar / Reuters:
Australian data center operator NextDC plans to raise AU$1.5B in equity for its 350MW Sydney site rollout, and raises its FY26 capex by AU$300M to AU$2.7B-AU$3B  —  Australia's NEXTDC (NXT.AX) said on Monday it plans to raise A$1.5 billion ($1.07 billion) to accelerate the rollout …