Reading List

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

Sources: Sony is nearing an agreement to sell a 51% stake in its home entertainment business to Chinese rival TCL for ~$1B, to be announced as soon as in March (Bloomberg)

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Addison Lee CEO Liam Griffin says London cab drivers should be protected via "a minimum price" on Waymo's and Tesla's robotaxis to prevent "predatory pricing" (Financial Times)

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NYC-based Dash0, which offers AI agents to monitor and troubleshoot cloud, app, and infrastructure issues, raised $110M led by Balderton at a $1B valuation (Yazhou Sun/Bloomberg)

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The EC's EU Inc. proposal is a missed opportunity, leaving national courts to interpret corporate rules, and it seems like Brussels has pre-emptively aimed low (Martin Sandbu/Financial Times)

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South Korean AI startup Upstage says it is in talks to acquire 10K AMD MI355 chips, in a bid to "diversify to other chips" as "we have a lot of Nvidia chips" (Bloomberg)

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Singapore-based Grab agrees to buy Delivery Hero's Foodpanda operations in Taiwan for $600M in cash, its first foray outside of its Southeast Asian home market (Bloomberg)

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Indian media: Indian police arrest two CoinDCX co-founders, after a complainant alleged investment fraud tied to the exchange; CoinDCX calls the claims "false" (Zack Abrams/The Block)

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A profile of AWS following its 20th anniversary, covering its creation, ability to lead the market it created, response to the ChatGPT disruption, and AI bets (Todd Bishop/GeekWire)

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Inside Amazon's plan to bring fast delivery to rural America and reduce its reliance on USPS; Amazon aims to have 200 rural delivery hubs serving 13K zip codes (Sean McLain/Wall Street Journal)

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Google signs deals with five US electric utilities for 1GW of "demand response" in total, to reduce data center power consumption during peak grid demand hours (Laila Kearney/Reuters)

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A look at Andrej Karpathy's "autoresearch" experiment, where an AI agent runs in a loop iterating and evaluating on training code to optimize a model (Jeremy Kahn/Fortune)

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Palantir won a three-month, £30K+/week trial to access the UK FCA's intelligence data to tackle financial crime, a source says raising concerns inside the FCA (Robert Booth/The Guardian)

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Samsung rolls out Apple AirDrop support to Quick Share, starting with the Galaxy S26 series in South Korea, and plans to expand to more devices and regions (Mike Sorrentino/CNET)

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Sources: activist investor Elliott has a multibillion-dollar stake in Synopsys and plans to engage with the company to boost its software and service profits (Lauren Thomas/Wall Street Journal)

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Reality Labs lost $80B+, but it still makes all of Meta's hardware, and reflects Mark Zuckerberg's desire to run a business without Google or Apple as middlemen (Peter Kafka/Business Insider)

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A profile of John Ternus, Tim Cook's likely successor who shapes Apple's hardware portfolio, as he expands his public visibility and his influence within Apple (Mark Gurman/Bloomberg)

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Sources describe Meta's efforts to build and use internal AI tools; a source says Mark Zuckerberg is building a CEO agent to help him get information faster (Meghan Bobrowsky/Wall Street Journal)

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Poste Italiane says it will launch a €10.8B cash-and-share offer to fully acquire Telecom Italia; Poste is already Telecom Italia's largest shareholder (Reuters)

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Tencent launches ClawBot, an OpenClaw-based agent integrated into WeChat, letting its 1B+ MAUs send and receive commands to interact with the AI agent via chat (Reuters)

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AI tools like Claude Code have transformed coders' lives, and AI labs are now eyeing a bigger goal: automating everyone's lives and winning the non-coder market (Kate Clark/Wall Street Journal)

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