Reading List

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

The memory shortage that is spiking RAM prices is now expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and hard drives (Andrew Cunningham/Ars Technica)

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Shenzhen-based UBTech signs deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026 (Bloomberg)

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Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem (Palmer Luckey/@palmerluckey)

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A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal (Wall Street Journal)

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OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and annualized revenue grew from $2B in 2023 to $20B+ in 2025 (Sarah Friar/OpenAI)

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Similarweb: Claude's web audience more than doubled in December 2025 compared with December 2024, as many coders spent their holiday breaks on a "Claude bender" (Bradley Olson/Wall Street Journal)

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Inside the 2026 National Retail Federation conference in New York City, where integrating AI into retail businesses was the overarching theme on the expo floor (New York Times)

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CoinGecko: 53%+ of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after October 10's "liquidation cascade" (Helene Braun/CoinDesk)

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Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web (Sarah Perez/TechCrunch)

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RunPod, an AI app hosting service launched in 2022 that raised a $20M seed in May 2024, says it has reached a $120M annual revenue run rate (Julie Bort/TechCrunch)

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Sources: Sequoia is planning a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each; Anthropic aims to raise $25B+ (George Hammond/Financial Times)

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Q&A with SiFive co-founder Krste Asanović, who was part of the original team that developed RISC-V, on creating a company that builds IP around RISC-V, and more (Dr. Ian Cutress/More Than Moore)

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India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3 (Manish Singh/India Dispatch)

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A look at the making of The Thinking Game, a documentary about Google DeepMind and its CEO Demis Hassabis, garnering 285M+ views on YouTube since November 2025 (Ben Cohen/Wall Street Journal)

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OpenAI's former Head of Policy Research Miles Brundage announces AVERI, a nonprofit aimed at advocating the idea of external audits for frontier AI models (Jeremy Kahn/Fortune)

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Atlantic Council: China-led cross-border digital currency platform mBridge, still a prototype, has processed 4,000+ cross-border transactions totaling $55.5B (Marc Jones/Reuters)

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Listen Labs, whose AI tools help Microsoft and others run customer research and interviews, raised a $69M Series B led by Ribbit Capital at a $500M+ valuation (Iain Martin/Forbes)

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Mannheim, Germany-based osapiens, a provider of ESG compliance software, raised a $100M Series C from Decarbonization Partners at a $1.1B valuation (John Reynolds/Tech.eu)

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David Sacks and top MAGA influencers are publicly opposing House Foreign Affairs Chair Brian Mast's proposed AI OVERWATCH Act to regulate AI chip sales to China (Axios)

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The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers in the US, such as electricians, to keep up (Caroline Haskins/Wired)

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