Reading List

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

Shocking No One, Fidji Simo, Would-Be Usurper, Is Out at OpenAI

Berber Jin and Anissa Gardizy, reporting for The Wall Street Journal (gift link):

Fidji Simo, OpenAI’s No. 2 executive, plans to step down from her full-time role after an extended medical leave. She communicated her decision in a note to staff Thursday, saying that her medical condition had worsened and her road to recovery would be much longer than anticipated. She will become a part-time adviser to the company. [...]

The company abruptly pivoted its focus to building AI-powered coding tools for businesses after falling behind Anthropic in that lucrative market. Simo led early efforts to create a coding-focused “superapp,” which OpenAI launched today, and cut side projects such as the video-generator app Sora.

Quoting from the Ronan Farrow / Andrew Mantz blockbuster New Yorker profile of Sam Altman back in April:

Several executives connected to OpenAI have expressed ongoing reservations about Altman’s leadership and floated Fidji Simo, who was formerly the C.E.O. of Instacart and now serves as OpenAI’s C.E.O. for AGI Deployment, as a successor. Simo herself has privately said that she believes Altman may eventually step down, a person briefed on a recent discussion told us. (Simo disputes this. Instacart recently reached a settlement with the F.T.C., in which it admitted no wrongdoing but agreed to pay a sixty-million-dollar fine for alleged deceptive practices under Simo’s leadership.)

Yours truly back in March:

This whole dumb “superapp” idea that leaked last week sounds exactly like the sort of thing someone who ran the Facebook app would think is a good idea. The difference, I expect, is that Facebook is free to let product quality (and experience quality) fall by the wayside because their social platforms have such powerful network effects. People stay on Facebook and Instagram even as the experiences worsen because everyone they know is also still on those apps. There’s no network effect like that for ChatGPT. Claude is already rising to near-equal status in popularity, and Gemini isn’t far behind, and Simo hasn’t even started enshittifying ChatGPT yet. People will just switch.

And here we are.

Microsoft’s carbon emissions went up 25 percent last year

Microsoft may once again be struggling to keep up with its own climate goals, according to its 2026 sustainability report. As reported by GeekWire, the report states that Microsoft's carbon emissions increased 25 percent in 2025, totalling 34 million metric tons "without select interventions." Microsoft says this was "driven primarily by the expansion of our […]

SAP will make it easier for customers to switch to rival service providers or end contracts, averting a possible EU antitrust fine after a September 2025 probe (Foo Yun Chee/Reuters)

Foo Yun Chee / Reuters:
SAP will make it easier for customers to switch to rival service providers or end contracts, averting a possible EU antitrust fine after a September 2025 probe  —  SAP (SAPG.DE), Europe's largest software maker, will make it easier for its customers to switch to rival service providers or end …

SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (Bloomberg)

Bloomberg:
SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed  —  SK Hynix Inc. raised $26.5 billion in its American depositary receipt offering, as the South Korean memory chipmaker powered through volatility …

Fidji Simo steps down from leading OpenAI’s AGI work due to illness

OpenAI's Fidji Simo is departing her full-time role as the company's AGI chief and is transitioning to being a "part-time advisor," she said on X. The news follows Simo's original announcement in April that she would take a few weeks of medical leave due to a neuroimmune condition, shortly after she had taken on the […]