Reading List

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

OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for "a limited set of customers" (Robert Hart/The Verge)

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Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (The Information)

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AI interpretability startup Goodfire raised a $150M Series B at a $1.25B valuation, taking its total funding to $209M, and is working on retraining AI models (Rebecca Torrence/Bloomberg)

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Substack notifies users about a "limited" data breach in October 2025 via a now-patched flaw found on February 3; a threat actor leaked a ~697K-record database (Sergiu Gatlan/BleepingComputer)

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London-based Lawhive, whose lawyers and AI tools help individuals and SMBs automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 (Jeremy Kahn/Fortune)

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AI accounting startup Accrual, incubated by General Catalyst, emerges from stealth and raised $75M; Accrual is part of General Catalyst's $1.5B Creation fund (Paayal Zaveri/Bloomberg)

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Palo Alto Networks: an Asian cyber-espionage group broke into systems belonging to 70 critical infrastructure organizations and governments in 37+ countries (Bloomberg)

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Bitcoin falls below $70K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall (Muyao Shen/Bloomberg)

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Spotify partners with Bookshop.org to let Premium US and UK subscribers buy hardcover and paperback books via its app starting in spring; Spotify will get a cut (Jeffrey A. Trachtenberg/Wall Street ...)

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Arm CEO Rene Haas says investor fears about AI hurting software companies are a "micro-hysteria" that exceeds the reality of how businesses are using AI tools (Michael Acton/Financial Times)

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Analog chipmaker SiTime agrees to acquire Tokyo-based Renesas' timing unit for $1.5B in cash and 4.13M shares in a ~$2.9B deal, set to close by the end of 2026 (Bloomberg)

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The UK says Microsoft, the UK government, academics, and experts plan to build a system to spot deepfakes online as part of an detection evaluation framework (Muvija M/Reuters)

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Wall Street's idea that a software pure play will "vanish" into an LLM is "nonsense": we need more software, and AI-enabled software moves up the product stack (Steven Sinofsky/@stevesi)

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Germany's Federal Cartel Office rules Amazon must stop enforcing price controls for retailers on its German marketplace and seizes €59M; Amazon can appeal (Karin Matussek/Bloomberg)

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A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments (Wall Street Journal)

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RapidFort, which develops tools for securing software supply chains, raised a $42M Series A led by Blue Cloud and ForgePoint, taking its total funding to ~$51M (Duncan Riley/SiliconANGLE)

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A look at the informal economy of rogue streaming box resellers, who sell hardware that offers free access to sports games, cable TV, and streaming services (Janko Roettgers/The Verge)

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Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (Dan Gallagher/Wall Street Journal)

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A look at Axiom, which is building AxiomProver, an "AI mathematician" it claims has solved at least four previously unsolved math problems (Will Knight/Wired)

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Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)

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