Reading List

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

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

Financial Times:
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025  —  Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

Financial Times:
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025  —  Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft

GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

Olivia Poh / Bloomberg:
GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs  —  GoTo Group shares jumped after the Indonesian ride-hailing and food delivery company reported its first-ever net income, a major milestone in its turnaround effort.

GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

Olivia Poh / Bloomberg:
GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs  —  GoTo Group shares jumped after the Indonesian ride-hailing and food delivery company reported its first-ever net income, a major milestone in its turnaround effort.

A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)

Will Knight / Wired:
A look at Eka, which trains its robotic claw on a “vision-force-action model” incorporating realistic joints, motors, and physics principles into its simulation  —  From sorting chicken nuggets to screwing in lightbulbs, Eka's robotic claw feels like we're approaching a ChatGPT moment for the physical world.