Reading List

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

Investigation: internal Binance files show it failed to stop hundreds of millions in crypto from flowing through suspicious accounts, even after a 2023 US deal (Financial Times)

Financial Times:
Investigation: internal Binance files show it failed to stop hundreds of millions in crypto from flowing through suspicious accounts, even after a 2023 US deal  —  Leaked files show continued activity despite links to terror networks, failed ID checks and other red flags

Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others (Abram Brown/The Information)

Abram Brown / The Information:
Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others  —  Over the past year, Andreessen Horowitz, Sequoia Capital and many of Silicon Valley's other top venture capital firms have funneled …

How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far (Bloomberg)

Bloomberg:
How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far  —  In the golden hills of Puglia, a southern region of Italy known today for its olive trees, white cliffs and turquoise mediterranean coves …

Filings: Chinese AI startups Zhipu and MiniMax report 2024 revenue of $44.4M and $30.5M, respectively, as both prepare for Hong Kong IPOs in the coming weeks (Bloomberg)

Bloomberg:
Filings: Chinese AI startups Zhipu and MiniMax report 2024 revenue of $44.4M and $30.5M, respectively, as both prepare for Hong Kong IPOs in the coming weeks  —  Chinese OpenAI contenders MiniMax and Zhipu AI offered the first look into their business models and profit prospects in listing filings …

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (SiliconANGLE)

SiliconANGLE:
Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma  —  Two prevailing narratives have driven markets recently.  The first is that Nvidia Corp.'s moat is eroding primarily thanks …