Reading List

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

The EU says it is gathering more info and feedback from ~200 stakeholders on Google's offer to fix alleged antitrust violations linked to its ad tech business (Bloomberg)

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University of Virginia professor Ken Ono, one of the world's most prominent mathematicians, joins AI startup Axiom Math, which is building an "AI mathematician" (Ben Cohen/Wall Street Journal)

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Sources: Amazon, the USPS' top customer, providing $6B+ in 2025 revenue, is considering ending its deal at the end of 2026 and expanding its US delivery network (Jacob Bogage/Washington Post)

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A look at "TSMC Village" in North Phoenix, as TSMC brings skilled workers from Taiwan who struggle with adapting to a sprawling suburbia and summer temperatures (Peter S. Goodman/New York Times)

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Malaysian authorities are using drones, power sensors, and tips to hunt Bitcoin miners for power theft, which cost a state energy company ~$1.1B over five years (Bloomberg)

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Chip giants' efforts to turn Phoenix into a US hub may hinge on training local workers; an estimated 115K+ local chip jobs are set to be created over four years (Peter S. Goodman/New York Times)

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Documents: Foxconn's subsidiaries and China's Luxshare plan expansions in Vietnam to boost gaming device production, reinforcing Vietnam's supply chain role (Reuters)

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How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects (Peter S. Goodman/New York Times)

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DealBook Summit: Palantir CEO Alex Karp says "the more constitutional you want to make" the US' Caribbean boat strikes "the more you're going to need" Palantir (Ece Yildirim/Gizmodo)

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Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google and reader donations are "not to subsidize OpenAI costing us a ton of money" (Reuters)

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Ofcom fines AVS Group, which runs 18 adult sites, £1M+ under the OSA, the largest penalty so far, and threatens action against a "major social media company" (Daniel Thomas/Financial Times)

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Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips (Yuan Gao/Bloomberg)

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Google DeepMind's mechanistic interpretability team details why it shifted from fully reverse-engineering neural nets to a focus on "pragmatic interpretability" (AI Alignment Forum)

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BNP Paribas says it is joining nine other European banks including ING, UniCredit, and CaixaBank developing a euro-pegged stablecoin in a JV called Qivalis (CoinDesk)

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Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding to <10% from 30%+ (Bloomberg)

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Some people are feeding their private medical information into chatbots like ChatGPT and Gemini, only to receive generalized or inaccurate diagnoses in response (Maggie Astor/New York Times)

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Thoughts on AI progress and why AI labs' actions hint at a worldview in which AI models will continue to fare poorly at generalization and on-the-job learning (Dwarkesh Patel/Dwarkesh Podcast)

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DealBook Summit: Dario Amodei suggests some AI companies are taking on too much risk by "YOLO-ing" and committing to spend hundreds of billions on data centers (Shirin Ghaffary/Bloomberg)

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Horizon Quantum, which aims to list on Nasdaq via a SPAC in Q1 2026, claims it is the first private company to deploy a commercial quantum computer in Singapore (Dylan Butts/CNBC)

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Apple replacing Alan Dye with Stephen Lemay may fix Jony Ive's mistake by restoring the Jobsian "design is how it works" ethos in Apple's UI design (John Gruber/Daring Fireball)

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