Reading List

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

Inside the aftermath of FTX's collapse, law firm Sullivan & Cromwell's role, and an interview with SBF, who is preparing to appeal his conviction in November (Mother Jones)

Techmeme

Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom (Bloomberg)

Techmeme

Singapore dollar-pegged XSGD stablecoin debuts on Coinbase, giving the city-state a head start over Hong Kong in launching a local currency-linked stablecoin (Dylan Loh/Nikkei Asia)

Techmeme

KKR invests in Infobric, a Stirling Square-backed Swedish company that offers software to the construction industry, sources say at a ~€600M valuation (Swetha Gopinath/Bloomberg)

Techmeme

Applied Materials expects new US export rules from BIS restricting certain product shipments to China to hurt its Q4 revenue by $110M and 2026 revenue by $600M (Nicholas G. Miller/Wall Street Journal)

Techmeme

Indian ministers push domestic alternatives to Google and Microsoft apps amid US tensions; Sensor Tower: Zoho messaging app Arattai hit 400K+ downloads in Sept. (Arpan Chaturvedi/Reuters)

Techmeme

US semiconductor equipment companies Axcelis and Veeco agree to merge in an all-stock deal, creating a combined company with an enterprise value of $4.4B (Nicholas G. Miller/Wall Street Journal)

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Sam Altman says OpenAI is planning two Sora changes for rightsholders: granular controls over generation of their characters and a revenue sharing system (Sam Altman)

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OpenAI VP of Media Partnerships Varun Shetty says OpenAI didn't put too many guardrails in Sora because it doesn't "want it to be at a competitive disadvantage" (Newcomer)

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Oregon’s National Guard lawsuit hinges on Trump’s Truth Social posts

The Verge - All Posts

11ty Hacks for Fun and Performance

Infrequently Noted

Discord customer service data breach leaks user info and scanned photo IDs

The Verge - All Posts

Sources: Microsoft putting some of its top titles on Xbox Game Pass is cutting into its higher-margin game sales, giving up $300M+ in Call of Duty sales in 2024 (Cecilia D'Anastasio/Bloomberg)

Techmeme

OpenAI acquires AI-powered personal finance app Roi; source: CEO and co-founder Sujith Vishwajith is the only member of Roi's four-person team joining OpenAI (Rebecca Bellan/TechCrunch)

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Sources: former Databricks VP of AI Naveen Rao is in talks to raise $1B led by a16z at a $5B valuation for his new AI hardware startup Unconventional (Marina Temkin/TechCrunch)

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Coinbase applies for a national trust company charter, says it "has no intention of becoming a bank" and the charter will allow expansion in areas like payments (Olga Kharif/Bloomberg)

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Apple's removal of ICEBlock raises questions about the limits of what the company will resist under the Trump administration's increasingly outrageous demands (John Gruber/Daring Fireball)

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Governor Gavin Newsom signs a bill that gives ride-hailing drivers in California the right to unionize while still being classified as independent contractors (Associated Press)

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Xbox Game Pass price increase won’t affect some subscribers

Polygon - All

Chipmaker Cerebras withdraws its IPO, after filing its prospectus on September 30, 2024, and announcing a $1.1B raise at a $8.1B valuation on September 30, 2025 (Jordan Novet/CNBC)

Techmeme