Reading List

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

Experts say supply chain attacks compromised SAP and Intercom npm packages, plus the PyPI package Lightning, in a campaign that calls itself Mini Shai-Hulud (Jessica Lyons/The Register)

Jessica Lyons / The Register:
Experts say supply chain attacks compromised SAP and Intercom npm packages, plus the PyPI package Lightning, in a campaign that calls itself Mini Shai-Hulud  —  The wave of supply chain attacks aimed at security and developer tools has washed up more victims, namely SAP and Intercom npm packages, plus the lightning PyPI package.

Fun, which builds fiat and crypto payment rails for platforms like Polymarket and Aave, raised a $72M Series A in January, co-led by Multicoin and SignalFire (Ben Weiss/Fortune)

Ben Weiss / Fortune:
Fun, which builds fiat and crypto payment rails for platforms like Polymarket and Aave, raised a $72M Series A in January, co-led by Multicoin and SignalFire  —  The finer details of back-end payment systems are enough to make most people's eyes glaze over, even those in crypto.

Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds (Wall Street Journal)

Wall Street Journal:
Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds  —  Philippe Laffont's firm has launched Next Frontier, whose facilities will be meant for AI companies including Anthropic

The US Navy awards Domino Data Lab a contract worth up to $100M for AI software that teaches underwater drones to identify new mines in the Strait of Hormuz (Mike Stone/Reuters)

Mike Stone / Reuters:
The US Navy awards Domino Data Lab a contract worth up to $100M for AI software that teaches underwater drones to identify new mines in the Strait of Hormuz  —  The U.S. Navy is ramping up its AI capabilities to hunt for Iranian mines in the Strait of Hormuz, one of the world's most critical shipping lanes …

Sources: Peter Thiel's Founders Fund raised $6B for a fund to invest in later-stage companies, marking its largest haul ever; $4.5B comes from limited partners (Natasha Mascarenhas/Bloomberg)

Natasha Mascarenhas / Bloomberg:
Sources: Peter Thiel's Founders Fund raised $6B for a fund to invest in later-stage companies, marking its largest haul ever; $4.5B comes from limited partners  —  Peter Thiel's Founders Fund has raised $6 billion for a new fund to invest in later-stage companies, according to people familiar …