Reading List
The most recent articles from a list of feeds I subscribe to.
As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector (Cheng Ting-Fang/Nikkei Asia)
Cheng Ting-Fang / Nikkei Asia:
As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector — TAINAN, Taiwan — A surprising cast of companies, including suppliers to the steel, plastics and display industries and even a maker …
A programmer estimates his typical day of coding with Claude Code is equivalent to running the dishwasher an extra time, much more energy than a "median query" (Simon P. Couch)
Simon P. Couch:
A programmer estimates his typical day of coding with Claude Code is equivalent to running the dishwasher an extra time, much more energy than a “median query” — Most of the discourse about the environmental impact of LLM use focuses on a ‘median query.’ What about a Claude Code session?
Galaxy Digital plans to launch a hedge fund in Q1 2026 investing up to 30% in crypto tokens and the rest in financial stocks; sources say it has raised $100M (Nikou Asgari/Financial Times)
Nikou Asgari / Financial Times:
Galaxy Digital plans to launch a hedge fund in Q1 2026 investing up to 30% in crypto tokens and the rest in financial stocks; sources say it has raised $100M — Billionaire's firm plans portfolio to profit from rising and falling prices, following sharp sell-off in digital assets sector
Bengaluru-based Amagi, an ad tools provider for broadcast and streaming TV, fell below its listing price in its India market debut after raising $196M in an IPO (Jagmeet Singh/TechCrunch)
Jagmeet Singh / TechCrunch:
Bengaluru-based Amagi, an ad tools provider for broadcast and streaming TV, fell below its listing price in its India market debut after raising $196M in an IPO — Amagi Media Labs, a Bengaluru-headquartered company that sells cloud software used to run and monetize TV and streaming channels …
Thoma Bravo co-founder Orlando Bravo says the slump in software company valuations over threat of AI-driven disruption is creating a "huge buying opportunity" (Financial Times)
Financial Times:
Thoma Bravo co-founder Orlando Bravo says the slump in software company valuations over threat of AI-driven disruption is creating a “huge buying opportunity” — Firm's co-founder Orlando Bravo tells FT that sector sell-off is creating a ‘huge buying opportunity’