Reading List
The most recent articles from a list of feeds I subscribe to.
Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% (Yoolim Lee/Bloomberg)
Yoolim Lee / Bloomberg:
Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% — Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI memory chip …
Gallup: 12% of employed US adults reported using AI daily in their job in Q4 2025, compared to 10% in Q3 and 8% in Q2; 49% say they never use AI in their role (Andy Kemp/Gallup)
Andy Kemp / Gallup:
Gallup: 12% of employed US adults reported using AI daily in their job in Q4 2025, compared to 10% in Q3 and 8% in Q2; 49% say they never use AI in their role — The total percentage of employees using AI remains flat, but use varies meaningfully by industry and role type.
Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this (Jason Lemkin/SaaStr)
Jason Lemkin / SaaStr:
Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this — Capital One just announced it's acquiring Brex for $5.15 billion. An incredible, top .1% “exit” in less than 10 years …
A profile of Mercor, which pays about $2M daily to ~30K experts training AI models at $95/hour on average, with roles like radiologists earning up to $375/hour (Bethan Staton/Financial Times)
Bethan Staton / Financial Times:
A profile of Mercor, which pays about $2M daily to ~30K experts training AI models at $95/hour on average, with roles like radiologists earning up to $375/hour — Tens of thousands of professionals are joining tech start-up Mercor to hone technology in their skills — At first Lola thought the job ads were fake.
Power prices surge in Virginia, home to the world's largest data center hub; record demand is expected during the winter storm, partly due to data center needs (Tim McLaughlin/Reuters)
Tim McLaughlin / Reuters:
Power prices surge in Virginia, home to the world's largest data center hub; record demand is expected during the winter storm, partly due to data center needs — Power prices in the largest U.S. grid rose sharply on Sunday as demand in a region with the world's largest concentration …