Reading List

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

Adyen reports H1 2025 net revenue up 20% YoY to €1.09B, vs. €1.11B est., processed volume up 5% YoY to €649B, and EBITDA up 28% YoY to €543.7M; ADYEN falls 5%+ (Sarah Jacob/Bloomberg)

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An interview with Binance co-founder Yi He on growing up poor in China, the challenges she faced during Binance's year of crisis when CZ was in prison, and more (Jeff John Roberts/Fortune)

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Klarna, which is planning a potential NY IPO as soon as September, is focusing on its banking push to boost revenue while shedding its image as a BNPL phenom (Aisha S Gani/Bloomberg)

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Cowboy’s e-bikes granted a second life

The Verge - All Posts

Foxconn reports Q2 revenue up 16% YoY to ~$59.73B, matching est., and operating profit up 27% YoY to ~$1.9B, above $1.6B est., driven by its AI server business (Dylan Butts/CNBC)

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Indian IT services company Infosys agrees to take a 75% stake in Versent Group, a cloud services provider wholly owned by Australia's Telstra Group, for ~$153M (Hritam Mukherjee/Reuters)

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Morgan Stanley: hyperscalers will fund about 50% of the $2.9T in future AI infrastructure through 2028, with debt, PE, VC, and other sources making up the rest (Tabby Kinder/Financial Times)

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Carlyle agrees to sell Amsterdam-based HSO, a Microsoft solutions integrator that serves 1,400 clients worldwide, to Bain Capital, sources say for $1B (Swetha Gopinath/Bloomberg)

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A recent UK AI Security Institute study found that LLMs from OpenAI, Meta, xAI, and Alibaba can shift users' political views in under 10 minutes of conversation (Melissa Heikkilä/Financial Times)

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Google, Cisco, and other companies have reinstated in-person interviews for some roles to combat AI-driven cheating, with some using deepfake detection tech (Ray A. Smith/Wall Street Journal)

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Sources: DeepSeek R2's launch delay is due to training issues on Huawei Ascend chips, prompting a switch to Nvidia chips for training and Huawei's for inference (Financial Times)

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Microsoft Windows head Pavan Davuluri says the next Windows version will be more ambient, pervasive, and multi-modal, with voice becoming more important (Zac Bowden/Windows Central)

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GPT-5 review: GPT-5-Thinking is a substantial upgrade over o3, Auto is only useful for free tier users, picking the right model still matters, and more (Zvi Mowshowitz/Don't Worry About the Vase)

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The Annals of Oligarchy, Defense Department Edition

Daring Fireball

India-based ride-hailing app Rapido starts testing its food delivery service Ownly in Bengaluru, marking its first serious move to challenge Swiggy and Zomato (Jagmeet Singh/TechCrunch)

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Lenovo reports Q1 revenue up 22% YoY to $18.8B, vs. $17.4B est., and net profit surged 108% YoY to $505M, vs. $307.7M est., despite challenges from US tariffs (Reuters)

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Perplexity Is on the Prowl to Buy Web Browsers

Daring Fireball

TTP analysis: Google used an internal reorganization to reduce the amount it reported on US lobbying spending, likely by millions; Google disputes the claims (Ted Mann/Bloomberg)

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Google plans to spend $9B in Oklahoma over two years on cloud and AI infrastructure, including a new data center campus and an expansion of its Pryor facility (Jaspreet Singh/Reuters)

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xAI co-founder Igor Babuschkin, who led its engineering teams, says he is leaving the company to launch a venture firm that supports AI research and startups (Maxwell Zeff/TechCrunch)

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