Reading List

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

★ On the Future of Apple’s Vision Platform

It’s certainly possible that this Vision thing isn’t going to work out and Apple *will* throw in the towel on it. But that hasn’t happened, and if it does, it’s not going to come out of nowhere as a story on MacRumors for the people in VPG working on it.

Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (Anhata Rooprai/Reuters)

Anhata Rooprai / Reuters:
Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours  —  Western Digital (WDC.O) forecast quarterly revenue above Wall Street estimates on Thursday, expecting strong demand for data storage …

Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)

Britney Nguyen / MarketWatch:
Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours  —  The company says it's transitioning to a business model of ‘multiyear customer engagements’  —  Referenced Symbols

The craziest part of Musk v. Altman happened while the jury was out of the room

Okay, I am not a lawyer so I only understood about half of what just happened. But I am fairly sure, given the context, that Elon Musk's lawyers may have just fucked up big. Jared "James Brickhouse" Birchall, Musk's finance guy and all-around fixer, took the stand after Musk today. Most of his testimony was […]

The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (Dan Mangan/CNBC)

Dan Mangan / CNBC:
The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading  —  The U.S. Senate on Thursday unanimously passed a rule barring senators from trading on prediction markets effective immediately.