Reading List

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

Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years (Rolfe Winkler/Wall Street Journal)

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A court-appointed administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and hasten Terraform's fall (Vicky Ge Huang/Wall Street Journal)

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How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ (Wall Street Journal)

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Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (Lora Kolodny/CNBC)

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A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (Reuters)

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Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares (Bloomberg)

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A DOD official says xAI has agreed to let the military use Grok in classified systems and agreed to the "all lawful use" standard, which Anthropic has refused (Axios)

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Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (The Information)

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Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (Salvador Rodriguez/CNBC)

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IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (Pia Singh/CNBC)

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Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility "to ensure we pay 100% of the costs" tied to the campus (Annie Palmer/CNBC)

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Some AI startups are boosting their valuations by raising capital in back-to-back or multitiered deals, raising questions about how much they are really worth (Angel Au-Yeung/Wall Street Journal)

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Ubicquia, which provides software to utilities, cities, and companies to manage energy infrastructure like transformers, raised a $106M Series D (Katie Fehrenbacher/Axios)

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Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products (Wall Street Journal)

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Internal memo: Lightricks, creator of photo editing app Facetune, is splitting its consumer app unit from its GenAI unit LTX to better capture the growth in AI (Echo Wang/Reuters)

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Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research (Jack Pitcher/Wall Street Journal)

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Sources: Trump's "Board of Peace" is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a "Gaza Coin" or a new Palestinian currency (Financial Times)

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Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its value; PYPL closes up 5.76% (Bloomberg)

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Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI (Anthropic)

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Finnish quantum computing company IQM plans to go public via a SPAC merger with New Jersey-based Real Asset Acquisition in a deal set to value it at $1.8B (Yazhou Sun/Bloomberg)

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