Reading List

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

BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies (Samantha Subin/CNBC)

Samantha Subin / CNBC:
BNP Paribas analysis: Anthropic saw visits to its site jump 6.5% after its Super Bowl ad and DAUs jump 11% post-game, outperforming other AI companies  —  The Seahawks may have won the Super Bowl, but Anthropic also walked away with bragging rights, according to data analyzed by BNP Paribas.

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs (Financial Times)

Financial Times:
Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs  —  Agreements reached between Taiwan and Trump administration imply big expansion for world's biggest chipmaker

India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms (Jagmeet Singh/TechCrunch)

Jagmeet Singh / TechCrunch:
India partners with Alibaba.com to help Indian startups and small businesses reach overseas buyers, highlighting its selective engagement with Chinese platforms  —  India's government has partnered with China's Alibaba.com on an export-focused program aimed at helping startups and small businesses reach overseas buyers.

Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads (Financial Times)

Financial Times:
Sources: OpenAI is charging $60 per 1,000 impressions for ads in ChatGPT, a high price similar to Netflix's rate when it introduced ads  —  In May 2024, the big question for OpenAI was how it would make money with its revolutionary ChatGPT tool.  At a talk at Harvard, chief executive Sam Altman …

SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for the nine months ending December 31, 2025 (Arasu Kannagi Basil/Reuters)

Arasu Kannagi Basil / Reuters:
SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for the nine months ending December 31, 2025  —  PayPay publicly filed its paperwork for a U.S. initial public offering on Thursday, as the SoftBank-backed Japanese payments app moves ahead …