Reading List

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

A look at Unitree's growth strategy, which mimics those used by BYD and DJI, and leverages its quadruped robot dominance to create and lead the humanoid market (SemiAnalysis)

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Las Vegas-based TensorWave, which offers AMD-powered cloud infrastructure, raised a $350M Series B led by AMD and Magnetar at a $1.55B post-money valuation (Robbie Whelan/Wall Street Journal)

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Sources: SpaceX has drawn $250B+ of investor demand for what is poised to be the largest IPO to date, far beyond the $75B that SpaceX is aiming to raise (Reuters)

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Sources: SK Hynix plans to list its shares in the US as soon as August, seeking to capitalize on strong AI-linked stock demand and broaden its investor base (Reuters)

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Sources: Ant International is considering raising ~$1B at a $10B+ valuation, which could help pave the way for a potential Hong Kong IPO as soon as 2026 (Bloomberg)

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Tata's chairman predicts AI agents will replace half of Tata Consultancy Services' jobs and says TCS plans to reduce hiring in the coming years as it adopts AI (Sankalp Phartiyal/Bloomberg)

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Swedish autonomous truck company Einride will debut on the Nasdaq today after merging with a SPAC at a $1.35B pre-money valuation; Einride raised $113M in 2026 (Dominic Chopping/Wall Street Journal)

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Xbox Chief Strategy Officer Matthew Ball says Xbox Game Pass lost "millions" of subscribers in the months following a 50% price hike announced in October 2025 (Eddie Makuch/GameSpot)

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Sixteen economists on what AI will mean for the US economy, workers, and workplaces: AI will boost productivity in the near term, but only two expect more jobs (Wall Street Journal)

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An expert panel with Daron Acemoglu, Dean Ball, Ethan Mollick, and Clara Shih discusses AI's impact on jobs and how people should prepare for the future of work (New York Times)

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Walmart outlined a future where AI will change how people work, not necessarily how many work, at its annual Associates Week, as it accelerates AI adoption (Gregory Meyer/Financial Times)

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Microsoft's June 2026 Patch Tuesday fixes a record nearly 200 security flaws, 33 rated Critical, as it and security researchers increasingly use AI to find bugs (Brian Krebs/Krebs on Security)

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The crackdown on online scam centers in Cambodia is leading some gangs to relocate to Sri Lanka, where authorities say they have arrested 1,000+ people in 2026 (Bloomberg)

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Chinese investors are using tokenized stocks bought with stablecoins like USDT to bypass Beijing's capital controls and mimic bets on hot US IPOs like SpaceX (Financial Times)

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ASML's stock is up 64% YTD, but trails the broader US chip sector as the industry focuses spending on processes outside of lithography like advanced packaging (Bloomberg)

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Sources: the ECB temporarily barred Revolut from releasing new products in the European Economic Area last summer until the company had rectified "deficiencies" (Financial Times)

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Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia (Anissa Gardizy/The Information)

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Nintendo's shares fell as much as 8.2% Wednesday morning in Tokyo after its 2026 Game Showcase came up short on new titles from major franchises such as Mario (Takashi Mochizuki/Bloomberg)

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Meta partners with Reliance to lease its first AI data center in India, with 168 MW capacity; separately, Meta says it has contracted ~1GW of renewable energy (Meta Newsroom)

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Sources: Trump administration officials have told CAISI to halt publication of its model assessments while an EO President Trump signed last week is implemented (Amrith Ramkumar/Wall Street Journal)

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