Reading List

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

A year after the DeepSeek shock following R1's release, US tech companies still lead in AI chips, model quality, and sales, with no change in investment trends (Chris Miller/Barron's Online)

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German exchange operator Deutsche Boerse agrees to acquire European fund distribution platform Allfunds for about $6.2B in cash and stock (Bloomberg)

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Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power (Financial Times)

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The US House Committee on Foreign Affairs approves a bipartisan bill that calls for arms-sale style congressional oversight of advanced AI chip exports (Bloomberg)

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Sources: Anthropic projected a 40% gross margin from selling AI to companies and devs in 2025, down from earlier estimates of 50% due to higher inference costs (Sri Muppidi/The Information)

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Deepinder Goyal, CEO of Indian online food delivery service Zomato and its parent Eternal, steps down and will be succeeded by Blinkit CEO Albinder Dhindsa (Jagmeet Singh/TechCrunch)

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BitGo raises $212.8M in its US IPO, selling ~11.7M shares at $18 each, above the $15 to $17 range, giving it a ~$2.1B market value, in 2026's first crypto IPO (Bloomberg)

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xAI engineer Sulaiman Ghori says he has "left" the company after appearing on a podcast last week where he claimed that xAI had been skirting regulations (AJ Dellinger/Gizmodo)

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Marketing tech startup Applecart raised $100M in a minority funding round led by Blackstone's growth equity business, a source says at a ~$700M valuation (Myles Miller/Bloomberg)

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X unveils Bluesky-like "Starterpacks" to help users find accounts that match their interests, curated by X and rolling out in the coming weeks (Sarah Perez/TechCrunch)

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Vimeo is laying off staff for the second time since September 2025, when it cut 10% of its workforce; Bending Spoons acquired Vimeo for ~$1.38B in November 2025 (Business Insider)

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Sources: Sam Altman has been meeting with top investors in the Middle East, looking to raise at least $50B for OpenAI at a valuation of about $750B to $830B (Bloomberg)

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Memo: Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI last week, will lead OpenAI's enterprise push, as part of a broader reorganization (The Information)

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Unsealed docs: Spotify and labels sued Anna's Archive over plans to release scraped Spotify data; a US court grants a temporary order taking down some domains (Ernesto Van der Sar/TorrentFreak)

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Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027 (Annie Palmer/CNBC)

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Neynar, a startup focused on decentralized social media infrastructure, is acquiring Ethereum-based social media project Farcaster from R&D firm Merkle (Daniel Kuhn/The Block)

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Sources: AI chip startup SambaNova is seeking to raise $300M to $500M after talks to sell the company to Intel for about $1.6B, including debt, stalled (Bloomberg)

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Sources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging that could be released as early as 2027 (The Information)

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Sources: Apple plans to revamp Siri this fall in iOS 27 and macOS 27 by turning it into the company's first AI chatbot, replacing the current Siri interface (Mark Gurman/Bloomberg)

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A Canadian federal court overturned a 2024 order that would have shuttered TikTok Canada's business operations over national security concerns (Mickey Djuric/Politico)

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