Reading List

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

Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B (Jon Keegan/Sherwood News)

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Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 (Doug O'Laughlin/SemiAnalysis)

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Spotify changes Developer Mode to require a Premium subscription and reduces the cap on test users per app from 25 to five, to curb AI-aided or automated usage (Ivan Mehta/TechCrunch)

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SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales (Stephen Nellis/Reuters)

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How an appeal changed the way the USPTO assesses AI patents under the US Patent Act, signaling a shift toward more favorable treatment of AI and ML inventions (Matthew Carey/Bloomberg Law)

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The EU says that TikTok's "addictive design" is illegal under the DSA, citing the app's infinite scroll and recommendation algorithm, in preliminary findings (Adam Satariano/New York Times)

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Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding (Hugh Son/CNBC)

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AT&T launches amiGO Jr., a mid-tier Samsung-made smartphone for kids with parental controls on contacts, app access, screen time, and more, for $2.99 per month (Annie Bang/Bloomberg)

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Women in rural India report experiencing trauma from data annotation work, which requires them to review violent content and porn for global tech companies (Anuj Behal/The Guardian)

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Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (Reuters)

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Meituan agrees to buy Dingdong, a Chinese fresh grocery e-commerce company, for $717M in cash; Dingdong had 7M+ monthly transacting users as of September 2025 (Cao Li/South China Morning Post)

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Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (Lauren Feiner/The Verge)

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Inside the SpaceX-xAI $1.25T deal, the most valuable corporate tie-up in US history: sources: SpaceX had an orbital data center technical breakthrough last fall (Wall Street Journal)

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Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)

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Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate XAUT, its gold-backed token (CoinDesk)

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Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction (Bloomberg)

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French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

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Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)

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A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

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Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

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