Reading List

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

How a Chinese entrepreneur amassed 10M+ IPv4 addresses, mostly from Africa, to lease them outside Africa, leaving African ISPs struggling to expand capacity (Alexandra Wexler/Wall Street Journal)

Alexandra Wexler / Wall Street Journal:
How a Chinese entrepreneur amassed 10M+ IPv4 addresses, mostly from Africa, to lease them outside Africa, leaving African ISPs struggling to expand capacity  —  Chinese entrepreneur stirs controversy by amassing millions of IP addresses and leasing them to companies outside Africa; internet-service providers cry foul

Anthropic says over 60% of its business customers use more than one Claude product, a trend it began noticing after Claude Code's rise in popularity (Richard Nieva/Forbes)

Richard Nieva / Forbes:
Anthropic says over 60% of its business customers use more than one Claude product, a trend it began noticing after Claude Code's rise in popularity  —  Mike Krieger, who cofounded Instagram before joining Anthropic last year, wants the AI giant's Claude model to power workflows across entire companies.

Sources: Databricks is raising $5B at a $134B valuation, expects sales to grow 55% in 2025 to $4.1B, and is operating at roughly breakeven (Cory Weinberg/The Information)

Cory Weinberg / The Information:
Sources: Databricks is raising $5B at a $134B valuation, expects sales to grow 55% in 2025 to $4.1B, and is operating at roughly breakeven  —  Databricks CEO Ali Ghodsi has been more vocal than other Silicon Valley executives about the dangers of an AI bubble.

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (Dylan Patel/SemiAnalysis)

Dylan Patel / SemiAnalysis:
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance  —  Potential End of the CUDA Moat?, Anthropic's 1GW+ TPU Purchase, The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) …

South Korean authorities are investigating a data leak at e-commerce giant Coupang that exposed ~33.7M accounts; the country has a population of 51.7M (Sohee Kim/Bloomberg)

Sohee Kim / Bloomberg:
South Korean authorities are investigating a data leak at e-commerce giant Coupang that exposed ~33.7M accounts; the country has a population of 51.7M  —  South Korean authorities are investigating a data leak at online retailer Coupang Inc. that exposed about 33.7 million accounts …