Reading List

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

Universal recipes for startup success are impossible: once good ideas are widely adopted, founders converge on the same moves, erasing any competitive moats (Jerry Neumann/Colossus)

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A review of Polymarket's social media feeds found it has published hundreds of false and misleading posts, as the betting market presents itself as "News 2.0" (New York Times)

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Nvidia Chief Software Architect Jonathan Ross discusses the $20B Nvidia-Groq deal; sources say Groq's annual revenue was near $100M at the time of the deal (Phoebe Liu/Forbes)

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Super Micro names VP DeAnna Luna as acting chief compliance officer, after SMCI closed down 33% on March 20 amid a chip smuggling scandal (Dina Bass/Bloomberg)

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A US judge dismisses a lawsuit by Sam Altman's sister accusing Altman of sexual abuse from 1997 to 2006, as the claims expired in 2008, but says she can refile (Jonathan Stempel/Reuters)

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Interviews with over three dozen people detail how lobbyist Mike Davis used his ties to Trump to push the DOJ to approve deals, including HPE's Juniper deal (Wall Street Journal)

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Filing: Anthropic says it cannot manipulate Claude once the military has deployed it, denying DOD accusations that Anthropic could tamper with models during war (Paresh Dave/Wired)

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Leaked DOD letter: Pentagon will adopt Palantir's Maven AI system as an official program of record to streamline its adoption across all arms of the US military (David Jeans/Reuters)

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The FBI and CISA warn hackers tied to Russian intelligence services are targeting users of messaging apps such as Signal with phishing attacks (Tim Starks/CyberScoop)

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The Fifth Circuit Court of Appeals throws out a 2024 FTC order barring Intuit from advertising TurboTax products as "free" when many taxpayers are ineligible (Jonathan Stempel/Reuters)

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The US Department of Energy announces a partnership with SoftBank and its affiliate SB Energy to develop a 10 GW data center with its own power supply in Ohio (Associated Press)

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A US jury finds Elon Musk intentionally misled Twitter shareholders by disparaging the company in 2022 to buy it for a lower price than his original $44B bid (Bloomberg)

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Moonshot says Kimi K2.5 is "the foundation" of Cursor's Composer 2 model; Cursor says it "should have mentioned" Composer 2 started from the base of Kimi K2.5 (@kimi_moonshot)

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Super Micro says co-founder Yih-Shyan Liaw has resigned from its board after US prosecutors indicted him on allegations of smuggling Nvidia AI chips to China (Jordan Novet/CNBC)

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Anthropic launches Claude Code channels, which let users interact with a Claude Code session through Telegram and Discord (Marcus Schuler/Implicator.ai)

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Jensen Huang proposes a compensation model where engineers receive an AI token budget on top of their base salary, to deploy agents as productivity multipliers (Anniek Bao/CNBC)

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Pinterest CEO Bill Ready calls on governments to ban social media for users under 16, says social platforms gave "insufficient forethought" about consequences (Bill Ready/Time)

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Microsoft acknowledges complaints about Windows 11, promising a reduction of "unnecessary" Copilot integrations, more control over updates, and more (Ed Bott/ZDNET)

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Sources: contract electronics manufacturer Zetwerk plans to file for an IPO in India, aiming to raise ~$550M at a ~$4B valuation; it was valued at $3.1B in 2024 (Reuters)

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Memo: Roblox is planning to take a share of revenue from sponsorships in its games and is overhauling advertising policies beginning May 4 (Cecilia D'Anastasio/Bloomberg)

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