Reading List

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

Similarweb: generative AI platforms were averaging ~7B monthly web visits as of September 2025, up 76% YoY, rivaling the traffic of major social networks (Matthias Bastian/The Decoder)

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CEO Matthew Prince says Cloudflare has blocked 416B AI bot requests for its customers since July 1, and that Google can see 3.2x more internet pages than OpenAI (Lily Hay Newman/Wired)

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A review of LinkedIn profiles shows dozens of Apple staffers with expertise in audio, watch design, robotics, and more have joined OpenAI in recent months (Rolfe Winkler/Wall Street Journal)

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Google debuts Titans, an architecture combining RNN speed with transformer performance for real-time learning, able to scale effectively to a 2M+ context window (Google Research)

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The NHTSA asks Waymo about its self-driving vehicles illegally passing school buses, including 19 times in Texas this year, as part of a probe opened in October (David Shepardson/Reuters)

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Sources: Masayoshi Son plans with the White House to build "Trump Industrial Parks" in the US to produce AI infrastructure parts, funded by Japan's trade deal (Wall Street Journal)

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US and Canadian authorities warn that Chinese hackers are using the Brickstorm malware to install backdoor access within unnamed government and IT entities (A.J. Vicens/Reuters)

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Pine, which offers an AI agent to automate digital chores, like making calls, handling emails, and operating software to complete tasks, raised a $25M Series A (FinSMEs)

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Physicist Steve Hsu says he has published a peer-reviewed theoretical physics paper whose main idea came from GPT-5 (Steve Hsu/@hsu_steve)

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Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., and forecasts Q4 revenue below estimates; DOCU drops 6%+ after hours (Arvelisse Bonilla Ramos/Bloomberg)

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Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x (Bloomberg)

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A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings (Boaz Sobrado/Forbes)

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Micro1, which helps AI labs find experts for data annotation, says it has crossed $100M in annualized revenue and fielded investment offers at a $2.5B valuation (Anna Tong/Forbes)

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Two studies suggest AI chatbots can shift political views more effectively than TV campaign ads, especially by presenting many claims, regardless of accuracy (Will Oremus/Washington Post)

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TBPN signs a partnership with the NYSE, giving the video podcast the same on-floor access enjoyed by major financial networks such as CNBC (Sam Becker/Fast Company)

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Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers (CNBC)

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Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams (Kif Leswing/CNBC)

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HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 8%+ after hours (Juby Babu/Reuters)

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Meta says it is shifting some of its investment from metaverse toward AI glasses and wearables, and "we aren't planning any broader changes than that" (Mike Isaac/New York Times)

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Google rolls out Gemini 3 Deep Think to Google AI Ultra subscribers in the Gemini app, after saying in November it needed "extra time for safety evaluations" (Abner Li/9to5Google)

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