Reading List

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

Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction (Bloomberg)

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French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)

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Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)

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A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)

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Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)

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Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)

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Baldur’s Gate 3 HBO show will pick up where BG3 ended

Polygon - All

HBO is turning Baldur’s Gate into a TV show

The Verge - All Posts

Strategy reports Q4 net loss grew to $12.4B from $671M a year earlier, as BTC trades below its ~$76K average purchase price; MSTR is down 68% in the past year (Vicky Ge Huang/Wall Street Journal)

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Sources: Apple wound down plans for an AI-based virtual health coach in recent weeks; Eddy Cue has told colleagues that Apple needs to move faster in health (Mark Gurman/Bloomberg)

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Roblox is working to pull in adult players

The Verge - All Posts

Arknights: Endfield Wuling interactive map

Polygon - All

Jujutsu Kaisen season 3 highlights Yuji Itadori's cog mentality as a startling turning point

Polygon - All

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 8%+ after hours (Zaheer Kachwala/Reuters)

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Nintendo's February Partner Direct was a value proposition for the Switch 2

Polygon - All

Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B (Todd Spangler/Variety)

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Republicans attack ‘woke’ Netflix — and ignore YouTube

The Verge - All Posts

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback (Jonathan Vanian/CNBC)

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Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from $131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.6B, above $34.9B est. (Annie Palmer/CNBC)

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Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% to $21.19B; AMZN drops 11%+ after hours (Amazon)

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