Reading List

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

Blackstone and Coatue grant a $10B loan to Australian AI infrastructure startup Firmus for data center expansion, among Australia's largest private credit deals (Bloomberg)

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How China boosts its humanoid robot industry, giving companies land, favorable bank loan terms, and sometimes subsidizing the robots' purchase price by ~10% (Wall Street Journal)

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An interview with Jeannette zu Fürstenberg, who General Catalyst promoted to president in January, on investing in European tech and defense startups, and more (Mark Bergen/Bloomberg)

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As Section 230 turns 30, a look at how upcoming court cases involving Meta, Alphabet, and others in the US could reshape the bounds of Section 230's protections (Lauren Feiner/The Verge)

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Moltbook was peak AI theater, offering less of a glimpse at the future and more of a mirror simply reflecting society's current obsession with AI (Will Douglas Heaven/MIT Technology Review)

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How AI is impacting the romance novel industry, with authors failing to disclose AI use and using pen names more, bogging down the publishing ecosystem (Alexandra Alter/New York Times)

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T-glass, a type of ultrathin glass sheet used in advanced chips, is in short supply and largely comes from Nittobo, which is not adding capacity for months (Yang Jie/Wall Street Journal)

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A software engineer explains "AI fatigue", compounded by a FOMO treadmill of using AI labs' latest tools and "thinking atrophy", alongside boosted productivity (Siddhant Khare)

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OpenClaw partners with VirusTotal and says that all skills published to ClawHub are now scanned using VirusTotal's threat intelligence (The Hacker News)

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Sources: Block is notifying hundreds of staff their jobs may be eliminated during annual performance reviews; up to 10% of the workforce is at risk of being cut (Bloomberg)

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Q&A with mathematicians behind the "First Proof" experiment, which tests AI's mathematical competence on questions drawn from the authors' unpublished research (Siobhan Roberts/New York Times)

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Sources: the iPhone 17e with MagSafe is coming soon; iOS 26.4 beta with updated Siri is slated for the February 23 week and M5 MacBook Pros as early as March 2 (Mark Gurman/Bloomberg)

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How Anthropic's bet on enterprise users is paying off; sources: Anthropic's guidance to investors claims annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)

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Analysis: World Liberty Financial has earned the Trump family at least $1.2B in cash since its launch, while the Witkoff family has earned at least $200M (Wall Street Journal)

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European countries are moving toward social media bans for children, even as doubts persist over implementation and the risk of a new battle with US tech groups (Financial Times)

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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)

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Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral (Financial Times)

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A profile of Ali Ansari, the 25-year-old co-founder of micro1, which recruits human experts to train AI systems; micro1 was last valued at $500M in Sept. 2025 (Nilesh Christopher/Los Angeles Times)

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Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more (Simon Willison/Simon Willison's Weblog)

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India's updated startup framework doubles deep-tech startup eligibility to 20 years and triples the revenue cap for tax, grant, and regulatory benefits to ~$33M (Jagmeet Singh/TechCrunch)

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