Reading List

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

Substrate, which aims to challenge TSMC, raised $100M+ from Founders Fund, General Catalyst, and others at a $1B+ valuation as it seeks to boost US chip making (Tim Bradshaw/Financial Times)

Tim Bradshaw / Financial Times:
Substrate, which aims to challenge TSMC, raised $100M+ from Founders Fund, General Catalyst, and others at a $1B+ valuation as it seeks to boost US chip making  —  Substrate plans to use particle accelerators to lower cost of chip manufacturing  —  Silicon Valley investors …

Microsoft now holds a ~$135B investment in OpenAI Group PBC, or a ~27% stake, down from 32.5%; OpenAI commits to purchase an additional $250B in Azure services (Microsoft)

Microsoft:
Microsoft now holds a ~$135B investment in OpenAI Group PBC, or a ~27% stake, down from 32.5%; OpenAI commits to purchase an additional $250B in Azure services  —  Since 2019, Microsoft and OpenAI have shared a vision to advance artificial intelligence responsibly and make its benefits broadly accessible.

OpenAI completes its recapitalization, "simplifying" its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit (Bret Taylor/OpenAI)

Bret Taylor / OpenAI:
OpenAI completes its recapitalization, “simplifying” its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit  —  OpenAI has completed its recapitalization, simplifying its corporate structure.  The nonprofit remains in control …

An analysis of 30+ US data center proposals in 14 states: in most cases, local officials signed NDAs and worked with apparent shell companies to hide details (Natalie Kainz/NBC News)

Natalie Kainz / NBC News:
An analysis of 30+ US data center proposals in 14 states: in most cases, local officials signed NDAs and worked with apparent shell companies to hide details  —  Big Tech companies use secrecy agreements with local governments to keep communities from knowing who is building in their backyards.

Livestream marketplace Whatnot raised $225M at an $11.5B valuation, after raising $265M at a $4.97B valuation in January, taking its total funding to $968M (Michael J. de la Merced/New York Times)

Michael J. de la Merced / New York Times:
Livestream marketplace Whatnot raised $225M at an $11.5B valuation, after raising $265M at a $4.97B valuation in January, taking its total funding to $968M  —  The start-up is among the biggest names in a fast-growing part of e-commerce that is effectively a kind of QVC for the TikTok era.