Reading List

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

Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)

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Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety)

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Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet)

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Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)

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Sam Altman says Anthropic's Super Bowl ads are funny but "dishonest", and Anthropic serves a "product to rich people" while OpenAI is "committed to free access" (Sam Altman/@sama)

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Lunar Energy, which develops software that syncs batteries across homes into "virtual power plants" and began deploying its own batteries in 2025, raised $232M (Coco Liu/Bloomberg)

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Google teases the Pixel 10a in a new 15-second video, revealing a completely flat dual-camera system on the back, and says preorders begin on February 18 (Abner Li/9to5Google)

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Microsoft integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge)

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Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC)

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Roblox launches a "4D generation" feature in open beta, letting creators generate interactive objects with individual moving parts rather than static 3D models (Lauren Forristal/TechCrunch)

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EnFi, which makes AI agents that analyze and make decisions on credit applications, raised a $15M Series A led by Fintop, bringing its total funding to $22.5M (Tatiana Bautzer/Reuters)

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AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too (Ian King/Bloomberg)

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Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah (Ram Iyer/TechCrunch)

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Mistral debuts Voxtral Transcribe 2, a family of speech-to-text models with speaker diarization and ultra-low latency, under the Apache 2.0 open-weight license (Sabrina Ortiz/The Deep View)

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Adobe ramped up its ads in 2025, spending $1.4B amid AI competition and Wall Street skepticism, a significantly higher share of sales than other tech companies (Brody Ford/Bloomberg)

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Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate its researchers and engineers to developing customized models for Amazon (The Information)

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AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR (Kate Clark/Wall Street Journal)

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Amazon rolls out Alexa+ to all Prime members in the US via any Alexa-enabled device, Alexa.com, and the Alexa app, and launches a free tier for non-Prime users (Jennifer Pattison Tuohy/The Verge)

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Bedrock, which aims to automate heavy construction equipment like excavators, raised $270M led by CapitalG and the Valor Atreides AI Fund at a $1.75B valuation (Michael J. de la Merced/New York Times)

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Anthropic says "Claude will remain ad-free", its users "won't see 'sponsored' links adjacent to" conversations, and responses won't be influenced by advertisers (Anthropic)

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