Reading List
The most recent articles from a list of feeds I subscribe to.
A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (SemiAnalysis)
SemiAnalysis:
A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue — Wafer Demand Model, Node Economics, and the shifting power dynamics as AI reshapes the foundry landscape
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom (Toby Nangle/Financial Times)
Toby Nangle / Financial Times:
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom — US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …
Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung (Reuters)
Reuters:
Documents and sources: India proposes security rules that would force smartphone makers to share source code, prompting quiet pushback from Apple and Samsung — India proposes requiring smartphone makers to share source code with the government and make several software changes as part …
A look at the history and rise of Markdown, which has been adopted across the tech industry in the decades since its quiet launch in 2004 by John Gruber (Anil Dash)
Anil Dash:
A look at the history and rise of Markdown, which has been adopted across the tech industry in the decades since its quiet launch in 2004 by John Gruber — Nearly every bit of the high-tech world, from the most cutting-edge AI systems at the biggest companies, to the casual scraps …
Investigation: Iran's Islamic Revolutionary Guard Corps used two UK-registered companies to move ~$1B in stablecoins since 2023, evading international sanctions (TRM Insights)
TRM Insights:
Investigation: Iran's Islamic Revolutionary Guard Corps used two UK-registered companies to move ~$1B in stablecoins since 2023, evading international sanctions — This blog features a case study from TRM's upcoming 2026 Crypto Crime Report. Be sure to check back in the coming weeks to get your complete copy.