Reading List

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

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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OpenAI rolls out Lockdown Mode, an optional security setting designed to offer users advanced protection from prompt injection attacks by limiting some features (Igor Bonifacic/Engadget)

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Google Cloud says its SpaceX compute deal is a "short-term" agreement "to ensure we have bridge capacity to meet surging customer demand" for Gemini Enterprise (Kate Conger/New York Times)

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Privacy token Zcash plunges after the disclosure of a 2022 vulnerability in its Orchard shielded pool that could have allowed undetectable ZEC counterfeiting (Akash Girimath/Decrypt)

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Sources and docs detail defense tech startup Shield AI's struggles to overcome years of technical hitches and safety concerns with its V-BAT autonomous drone (David Jeans/Reuters)

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Marvell and Flex, a contract manufacturer for electronics, will join the S&P 500; MRVL jumps 6%+ after hours after closing down 16.74% amid a broader sell-off (Kif Leswing/CNBC)

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Source: OpenAI and White House are discussing a government stake in the company, to seed something like the "Public Wealth Fund" that OpenAI outlined earlier (CNBC)

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Sources: Apollo and Blackstone finalized a $35B package for Anthropic to lease TPUs; Broadcom is backstopping payments on the debt's largest senior portions (Bloomberg)

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Trump signs a national security memorandum seeking to "accelerate the use of AI across intelligence and warfighting domains in line with American values" (Reuters)

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US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92% (Noel Randewich/Reuters)

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Bitcoin falls below $60K, its lowest level since October 2024, amid a record streak of bitcoin ETF outflows following Strategy's bitcoin sale (CNBC)

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Sources: AI coding startup Lovable is in talks to raise funding at a $12B valuation, up from $6.6B in December 2025 (Rashi Shrivastava/Forbes)

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Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029 (Bloomberg)

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Sources: Revolut is looking to run a secondary share sale that would value it at $115B, after receiving a UK bank license and applying for a charter in the US (Bloomberg)

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President Trump says he is weighing proposals for US government to hold equity stakes in leading AI labs, and will soon discuss the idea with their executives (Bloomberg)

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Sources: Meta explores a stock offering to raise tens of billions to fund AI capital expenditures, following Google's record $85B share deal; META drops 5%+ (Financial Times)

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Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (Grace Kay/The Information)

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The largest US banks plan to launch a tokenized deposit network in 2027 to connect traditional payment rails with the infrastructure that digital assets run on (Wall Street Journal)

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Over 20 EU news publishers file a claim seeking €640M+ from Google following an EU decision that lets anyone harmed by Google's ad market abuse seek damages (Charlotte Tobitt/Press Gazette)

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The NY State legislature passes a one-year moratorium on new large data centers, the first statewide ban of its kind if Governor Kathy Hochul signs it into law (Lauren Feiner/The Verge)

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