Reading List

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

Filing: Baidu announces a stock buyback program of as much as $5B through the end of 2028, and plans to issue its first dividend in 2026 (Bloomberg)

Techmeme

Adaption Labs, which aims to create AI systems that learn continuously and cost less to run, raised a $50M seed round led by Emergence Capital Partners (Jeremy Kahn/Fortune)

Techmeme

Steam Machine delayed by Valve as it revisits pricing

Polygon - All

Google says the Gemini app has 750M+ MAUs, up from 650M last quarter, and its first-party models process 10B+ tokens per minute via direct API use by customers (Lauren Forristal/TechCrunch)

Techmeme

Andy Jassy taps Dharmesh Mehta, Amazon VP of worldwide selling partner services, as technical advisor, a "shadow" role often leading to greater responsibilities (Annie Palmer/CNBC)

Techmeme

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing

The Verge - All Posts

Amazon MGM Studio plans to develop new AI tools via its "AI Studio" to speed TV and film production and cut costs, in collaboration with AWS and LLM providers (Reuters)

Techmeme

Multicoin co-founder and Managing Partner Kyle Samani says he is stepping back from the VC firm and has transitioned to an advisory role (Daniel Kuhn/The Block)

Techmeme

Google’s annual revenue tops $400 billion for the first time

The Verge - All Posts

Xcode 26.3

Michael Tsai

Testing Tip: Always Show Scrollbars

Michael Tsai

SuperDuper 3.12

Michael Tsai

Senators grill Waymo and Tesla over robotaxi safety, liability, and China

The Verge - All Posts

Filing: Workday is cutting ~400 employees, or ~2% of its workforce, primarily in customer-facing roles, saying the move will help it invest in priority areas (Brody Ford/Bloomberg)

Techmeme

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters)

Techmeme

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters)

Techmeme

Snap reports Q4 revenue up 10% YoY to $1.72B vs. $1.7B est., DAUs up 5% to 474M vs. 478M est., forecasts Q1 revenue below est., announces a $500M share buyback (Jonathan Vanian/CNBC)

Techmeme

Nintendo’s new Virtual Boy is more fun to look at than to play

The Verge - All Posts

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (Stephen Morris/Financial Times)

Techmeme

Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)

Techmeme