Reading List

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

SMIC CEO Zhao Haijun says the industry is "a bit panicked" about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026 (Sherry Qin/Wall Street Journal)

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Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

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KPMG citing PitchBook data: UK fintech investment totaled almost $11B in 2025 across 418 deals, down from ~$13.4B in 2024 across 527 deals; Revolut raised $4B (Aisha S Gani/Bloomberg)

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Sources: Amazon, Google, and others plan to skirt Trump's $100K H-1B fee by finding workers in categories that don't include the fee, like existing H-1B holders (Amrith Ramkumar/Wall Street Journal)

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Mistral CEO Arthur Mensch says the startup's annualized revenue run rate was "north of $400M", up from $20M a year ago, and it is set to hit $1B ARR by 2026-end (Financial Times)

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Q&A with Fidji Simo on ChatGPT ads, OpenAI's efforts to ship a new model soon to end Sam Altman's Code Red, Anthropic's Super Bowl ads, Sora, Jony Ive, and more (Alex Heath/Sources)

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GPT-5.3-Codex and Claude Opus 4.6 can handle the full app development lifecycle on their own, a sign of what's coming for most knowledge work within five years (Matt Shumer)

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A study of 596 Indian high-tech startups suggests that homegrown entrepreneurs fare better over the long run than returning diaspora with overseas experience (Saritha Rai/Bloomberg)

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An interview with LastPass CEO Karim Toubba on the company-wide changes after the 2022 data breach, new services such as controls to curb shadow SaaS, and more (Charlie Osborne/ZDNET)

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Ant, which elevated its health unit to the same level as Alipay and its lending businesses, is betting on AI-powered healthcare to fuel its next phase of growth (Bloomberg)

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South Korea's Science Ministry blames Coupang's massive 2025 data leak on management failures and accuses it of defying a government order to preserve data logs (Reuters)

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Docs: London-based AI chip startup Olix, founded by James Dacombe, CEO of brain monitoring startup CoMind, raised $220M led by Hummingbird at a $1B+ valuation (Tim Bradshaw/Financial Times)

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Sources: ByteDance plans to produce at least 100,000 units of its in-house AI inference chip in 2026, and is in talks with Samsung to manufacture it (Reuters)

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NYC-based Garner Health, a platform using data analytics to help workers find healthcare providers, raised a $118M Series D at a $1.35B valuation (Amy Feldman/Forbes)

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Tel Aviv-based Backslash Security, which safeguards enterprise software development from vibe coding risks, raised a $19M Series A, taking total funding to $27M (Duncan Riley/SiliconANGLE)

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Isomorphic Labs, a Google DeepMind spinoff, unveils IsoDDE, a drug design system it says surpasses AlphaFold 3 in predicting biomolecular structures (Isomorphic Labs)

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Q&A with Siemens CEO Roland Busch on the company's 170+ year history, automation, managing 320K staff, US manufacturing investments, augmenting LLMs, and more (Nilay Patel/The Verge)

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The FCC approves Amazon's request to launch a second-generation satellite constellation for its Leo system by deploying an additional 4,504 satellites (Michael Kan/PCMag)

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xAI co-founder Jimmy Ba says he is leaving, the sixth xAI co-founder to depart; sources and social media posts show 6+ researchers left in recent weeks (Financial Times)

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Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14%+ pre-market (Mike Wheatley/SiliconANGLE)

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