Reading List

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

A US judge rules that Huawei must face criminal charges in an indictment alleging racketeering, stealing trade secrets, and bank fraud tied to Iran sanctions (Jonathan Stempel/Reuters)

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Alibaba plans $7B in delivery and shopping subsidies over the next year, opens a Singapore AI hub, and is opening data centers in Malaysia and the Philippines (Tracy Qu/Wall Street Journal)

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A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability (Jeremie Eliahou Ontiveros/SemiAnalysis)

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Sources: Stockholm-based AI-powered app builder Lovable is set to raise $150M+ led by Accel at a ~$1.8B valuation, as VCs rush to back "vibe coding" startups (Financial Times)

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Chinese AI models from DeepSeek and others are becoming more popular worldwide; Sensor Tower: ChatGPT has 910M global downloads compared with DeepSeek's 125M (Wall Street Journal)

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VC firms Thrive Capital and General Catalyst deploy private equity's "roll-up" strategy; Khosla Ventures, Bessemer, 8VC, and others are also exploring roll-ups (George Hammond/Financial Times)

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Internal emails and audit reports warned that the Schengen Information System II, used by EU border forces, was rife with software and security vulnerabilities (Bloomberg)

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TikTok launches TikTok Shop in Japan, marking the e-commerce platform's 17th market, following launches in the US, the UK, Malaysia, Thailand, Vietnam, and more (Danielle Popov/South China Morning Post)

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Qantas discloses a cyberattack after hackers gained access to a third-party platform with 6M customers' personal data, but says no financial info was exposed (Lawrence Abrams/BleepingComputer)

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Google ends its Recipe Quick View pilot, which showed full recipes directly in search results, after some bloggers feared it would reduce traffic to their sites (Bloomberg)

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Sources: Intel is considering writing off its 18A and 18A-P manufacturing processes and stopping their marketing, focusing instead on 14A to compete with TSMC (Reuters)

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Carnegie Mellon and other US universities are rethinking CS programs to adapt to generative AI, like focusing more on computational thinking and AI literacy (Steve Lohr/New York Times)

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Sources: the FTC has opened an in-depth investigation of SoftBank's $6.5B acquisition of Ampere, which could take a year or more to conclude (Bloomberg Law)

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Ambrook, a startup providing specialized accounting software for US farmers and ranchers, raised a $26.1M Series A led by Thrive Capital and Figma's Dylan Field (Allie Garfinkle/Fortune)

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Sources: Palmer Luckey is preparing to launch Erebor, a US bank backed by Joe Lonsdale and other tech investors to serve startups, including crypto businesses (Tabby Kinder/Financial Times)

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A California jury rules Google is liable in a 2019 class action lawsuit over collecting information from users' devices without permission and must pay $314.6M+ (Blake Brittain/Reuters)

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Nothing unveils the $799 Phone 3, with a 6.7" AMOLED display, Snapdragon 8s Gen 4 chip, three 50MP rear cameras, and the $299 Headphone 1, both shipping July 15 (Bloomberg)

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X will start to publish Community Notes written by AI agents; developers will soon be able to submit their own "fact-checking" AI agents for review (Kurt Wagner/Bloomberg)

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Figma files for an IPO, plans to trade on the NYSE under FIG, and reports Q1 revenue increased 46% YoY to $228.2M and net income grew from $13.5M to $44.9M YoY (Jordan Novet/CNBC)

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Source: Mark Zuckerberg has, on 10+ occasions, offered to pay AI research talent up to $300M over four years, with $100M+ in compensation for the first year (Zoë Schiffer/Wired)

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