Reading List

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

Sources: Apple stops vibe coding apps from pushing updates, citing rules on running code; Replit thinks Apple may approve opening AI-generated apps in a browser (The Information)

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Sources: Fluidstack withdraws from a €10B, 1GW AI data center project in Bosquel, France, and a Mistral-tied project south of Paris, as it pivots toward the US (Benoit Berthelot/Bloomberg)

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The EU unveils EU Inc., a single bloc-wide proposal that lets companies incorporate in 48 hours, to help European startups compete with US and Chinese rivals (Samuel Stolton/Bloomberg)

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Xbow, which uses AI to probe apps for security vulnerabilities, raised $120M led by DFJ Growth and Northzone at a $1B+ valuation, and reports 100+ clients (Dina Bass/Bloomberg)

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The US goods trade deficit hit a record $1.2T in 2025, driven by a 60%+ rise in imports of computers and chips to $450B+ since President Trump's inauguration (Ana Swanson/New York Times)

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Chengdu's government says Tim Cook attended Apple's 50th anniversary event in the city; Chinese state media called for Apple to fix its "monopolistic" App Store (Bloomberg)

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Q&A with GV's Tom Hulme on the AI investment cycle, London's and Europe's opportunities, Q.ai and Nothing investments, AI social norms, sovereign AI, and more (Tim Bradshaw/Financial Times)

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Investigation: Jeffrey Epstein spent $800K+ on a campaign to manipulate Google search results and sanitize his Wikipedia page, after his 2009 release from jail (New York Times)

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How AI's post-training process suppresses the creativity and whimsicality seen in earlier models, like GPT-2, leading to poor writing from many top AI models (Jasmine Sun/The Atlantic)

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A Stanford study of 391K+ messages across nearly 5,000 chats: AI chatbots affirmed user messages in nearly 66% of replies, often validating delusional thinking (Cristina Criddle/Financial Times)

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Charles Bennett and Gilles Brassard, who pioneered quantum information theory, win the ACM A.M. Turing Award; the pair developed the BB84 cryptography protocol (Steven Levy/Wired)

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Tencent reports Q4 revenue up 13% YoY to ~$28.3B, vs. ~$28.2B est., its fifth quarter of double-digit growth, driven by gaming and ads, as it bets on agentic AI (Bloomberg)

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Samsung and AMD sign a preliminary deal for Samsung to supply its next-gen HBM4 for AMD's MI455X accelerators, used in data centers, and DDR5 for AMD's Helios (Yoolim Lee/Bloomberg)

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A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model (Eduardo Baptista/Reuters)

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Alibaba raises prices for its T-Head AI computing chips, including the Zhenwu 810E, by 5% to 34%, and its Cloud Parallel File Storage by 30%, after demand soars (Luz Ding/Bloomberg)

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Founders are increasingly leasing multimillion-dollar mansions in San Francisco's wealthy neighborhoods as corporate HQs and hacker houses, amid the AI boom (The San Francisco Standard)

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Banks start offloading $18B debt tied to the $55B buyout of EA; sources say EA told potential investors AI could let gaming companies cut engineering workforces (Financial Times)

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The UK FCA says Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms, despite committing to block them (Reuters)

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Sources: Microsoft weighs legal action against Amazon and OpenAI over whether AWS can offer OpenAI Frontier without breaching the Microsoft-OpenAI agreement (Financial Times)

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The Linux Foundation announces $12.5M in total grants from Google and others to help FOSS maintainers cope with the influx of AI-generated security findings (Simon Sharwood/The Register)

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