Reading List

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

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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Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)

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TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)

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Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)

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Sony reports Q3 revenue up 1% YoY to ~$23.7B, vs. ~$23.5B est., operating profit up 22% to ~$3.3B, vs. ~$3B est., and raises FY operating profit outlook by 8% (Dylan Butts/CNBC)

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Researchers say TikTok's server outage in late January disrupted all post categories, not just political content as users claimed, based on limited public data (Bobby Allyn/NPR)

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Snowboarder Maddie Mastro and other athletes are using a new AI tool powered by Google DeepMind's computer-vision models to prepare for the 2026 Winter Olympics (Isabelle Bousquette/Wall Street Journal)

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Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg)

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Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune)

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Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch)

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Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a "shadow" role often leading to greater responsibilities (Annie Palmer/CNBC)

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Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters)

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Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block)

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Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg)

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Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters)

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Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters)

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Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC)

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Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times)

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