Reading List

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

KPMG survey: only 26% of companies have a comprehensive view of their AI costs, while 50% have some visibility and 22% have none or only see costs after billing (Wall Street Journal)

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Inside the early 2025 senior exec meeting where Apple admitted its AI failures; Tim Cook became intimately involved in Apple's AI roadmap around the same time (Mark Gurman/Bloomberg)

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Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM (Hassan Mujtaba/Wccftech)

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Q&A with Google DeepMind's Director of AGI Economics Alex Imas and Epoch AI's Phil Trammell on what remains scarce after AGI, redistributing AI wealth, and more (Dwarkesh Patel/Dwarkesh Podcast)

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ASML CEO Christophe Fouquet applauds the EU's tech sovereignty plans but says substantial EU involvement in steering "strategic projects" is a cause for concern (Toby Sterling/Reuters)

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Industry data: India's six largest IT companies grew combined revenue from $95.9B in FY23 to $103.1B in FY26, while headcount remained broadly steady at ~1.9M (Tanya Pandey/The Economic Times)

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French carriers Bouygues Telecom, Orange, and Free-iliad sign an MOU with Altice France to acquire SFR for €20.35B, including debt, expected to close in H2 2027 (Reuters)

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OpenAI plans to overhaul ChatGPT in the coming weeks, turning it into a superapp with coding tools and AI agents to serve as a gateway to higher-margin products (Cristina Criddle/Financial Times)

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How LinkedIn is transforming into a "post-cringe" social network as it courts high-profile influencers, who are building audiences on corporate-friendly topics (Isabella Kwai/New York Times)

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Report: in May, supply of unsecured bonds from hyperscalers hit $155B YTD, 45%+ more than 2025's total issuance; some AI-infra bond sales are 4x oversubscribed (Caleb Mutua/Bloomberg)

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Several UK police forces have been told to stop using AI to prepare court statements, citing concerns that inaccurate outputs could contaminate legal procedures (Robert Wright/Financial Times)

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White House AI advisor Sriram Krishnan says he will leave his role at the end of June; sources: Krishnan plans to start a pro-Trump AI policy institution (Leo Schwartz/The Information)

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Raspberry Pi closed up 27%+ on June 5 after saying it expects adjusted EBITDA of at least $38M in H1, putting it on track to beat $42M est. for the full year (Financial Times)

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FOIA docs reveal Amazon's extensive control over delivery drivers it insists are not employees, in a case the NLRB sought to settle on terms favorable to Amazon (Josh Eidelson/Bloomberg)

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Kalshi and Polymarket sponsored X posts promoting viral LA mayoral election fraud conspiracy theories; Kalshi says it asked its paid influencers to remove posts (Max Tani/Semafor)

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Inside the Trump admin's push to integrate AI into the healthcare system, including an FDA regulatory fast track for digital health tech like AI chatbots (Elizabeth Dwoskin/Washington Post)

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Paris-listed Teleperformance, the world's largest customer service company, has become one of Europe's most shorted stocks, as hedge funds bet on AI disruption (Ramsay Hodgson/Financial Times)

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Sources: Uber has committed nearly $500M to self-driving startup Nuro, providing a crucial runway as Nuro works to prove its technology at commercial scale (Abhirup Roy/Reuters)

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Kepple: seed-stage startup funding in Japan fell 42% YoY in 2025 to a 10-year low of $124M, as the Tokyo Stock Exchange moves to reduce small listings (Ami Yamada/Nikkei Asia)

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SoftBank's PayPay, Japan's dominant payments app, says it will take a 70.2% stake in T&D Financial Life Insurance for $840M, expected to close in October 2027 (Mayumi Negishi/Bloomberg)

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