Reading List

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

Check Point is raising $1.5B from the sale of a five-year zero-coupon convertible bond; proceeds will go toward buying back as much as $225M of stock (Bloomberg)

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ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (Valida Pau/The Information)

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Arizona AG Kris Mayes sues Temu for allegedly stealing customers' data, including their physical location, and counterfeiting local brands (Sejal Govindarao/Associated Press)

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Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets (Kif Leswing/CNBC)

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Sources say President Trump's efforts to block state-level AI regulations through a preemption proposal are facing significant opposition on Capitol Hill (Axios)

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Anthropic's employees self-report using Claude in 60% of work and achieving a 50% productivity boost, often using it for debugging and code understanding, more (Anthropic)

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CNN partners with Kalshi to use its real-time prediction data in TV, digital, and social channel reporting, on-air data tickers, analysis, and fact-checking (Sara Fischer/Axios)

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Instacart sues New York City to block enforcement of five laws, including rules governing minimum pay for app-based workers and tipping disclosures (Jonathan Stempel/Reuters)

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Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases (Jess Weatherbed/The Verge)

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Bending Spoons acquires Eventbrite for ~$500M in an all-cash deal, following its $1.38B acquisition of Vimeo in September and its pending acquisition of AOL (Cate Lawrence/Tech.eu)

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Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54% (Sarah Perez/TechCrunch)

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Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting (Padraic Halpin/Reuters)

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Filings: after EA's buyout, Saudi Arabia's PIF would own 93.4% of EA, implying it needs to put up ~$29B, while Silver Lake and Affinity would own 5.5% and 1.1% (Wall Street Journal)

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Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M (Globes)

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Cloud data management startup Eon raised $300M led by Gil Capital at a $4B valuation, almost 3X from $1.4B in November 2024, taking its total funding to $500M (Krystal Hu/Reuters)

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Anthropic acquires dev tool maker Bun, a source says for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue in November (Sri Muppidi/The Information)

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Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026 (Berber Jin/Wall Street Journal)

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Amazon launches AWS AI Factories, which lets customers deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in their existing data centers (Georgia Butler/DatacenterDynamics)

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A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 (Jeremy Kahn/Fortune)

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An interview with AWS CEO Matt Garman on his AI vision, how he plans to extend Amazon's cloud market lead, adding AI to AWS services, AI efficiencies, and more (Maxwell Zeff/Wired)

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