Reading List

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

Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M (Anna Tong/Forbes)

Techmeme

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (Christopher Mims/Wall Street Journal)

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After talking with ~40 people at Anthropic, a look at its "Yes, and..." culture where every idea is welcomed and judged based on vibes, like a hive mind (Steve Yegge)

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DOJ-released emails: Jeffrey Epstein helped Ian Osborne, founder of London-based fund Hedosophia, after Osborne's outreach to help Epstein fix his image in 2011 (Financial Times)

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Trump-linked World Liberty Financial's stablecoin, USD1, hit $5B in total circulation in January with 85% held in Binance accounts; Trump pardoned CZ in October (David Yaffe-Bellany/New York Times)

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Tether froze $544M in alleged illicit income at Turkey's request, part of its push to aid governments in crackdowns against crypto use in alleged crimes (Bloomberg)

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Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B (Rani Molla/Sherwood News)

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An interview with Kalshi CEO Tarek Mansour about the "wisdom of the crowd", political polarization, having Trump Jr. as an adviser, casino comparisons, and more (Oliver Roeder/Financial Times)

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New US rules banning Chinese software in internet-connected vehicles from March 17 add urgency to industrywide efforts to reduce reliance on Chinese components (Stephen Wilmot/Wall Street Journal)

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Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies (Bloomberg)

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Chinese regulators fined Kuaishou $17.2M for failing to curb illegal content; pornographic content appeared on Kuaishou during its December 2025 cyberattacks (Bloomberg)

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US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (Wall Street Journal)

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Source: Benchmark raised $225M in special funds to invest in Cerebras' ~$1B Series H, led by Tiger Global; Benchmark led Cerebras' $27M Series A in 2016 (Marina Temkin/TechCrunch)

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RADICL, which offers threat detection and response services to SMBs supporting US defense industrial base and critical infrastructure, raised a $31M Series A (Duncan Riley/SiliconANGLE)

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South Korean cryptocurrency exchange Bithumb says it accidentally sent $44B worth of bitcoin to customers as promotional rewards and has recovered 99.7% of it (Hyunjoo Jin/Reuters)

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A look at the state of AI agents, the evolution of thinking models, the staggering need for inference compute in the coming years, automated research, and more (Eric Jang/Evjang.com)

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New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation (Molly Taft/Wired)

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US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K (Emily Herbert/Financial Times)

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Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through "final assembly" in Miami and full assembly in the US is a "goal" (Dominic Preston/The Verge)

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Palmer Luckey's Erebor becomes the first newly created bank to receive a national charter under the second Trump administration, launching with $635M in capital (Wall Street Journal)

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