Reading List

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

Sam Altman says OpenAI added more than $1B in annual recurring revenue in the past month "just from our API business" (Lee Chong Ming/Business Insider)

Lee Chong Ming / Business Insider:
Sam Altman says OpenAI added more than $1B in annual recurring revenue in the past month “just from our API business”  —  - OpenAI has made more than $1 billion a month from something other than ChatGPT.  — That revenue comes “just from our API business,” Sam Altman said.

The US' TikTok deal is a win for ByteDance: it will keep and license the algorithm instead of selling it, and continue to run TikTok's commercial activities (Jim Secreto/Financial Times)

Jim Secreto / Financial Times:
The US' TikTok deal is a win for ByteDance: it will keep and license the algorithm instead of selling it, and continue to run TikTok's commercial activities  —  Washington's compromise has stabilised one of Beijing's most important technology companies

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates (Reuters)

Reuters:
Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates  —  Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

Sources: China's review of Meta's Manus deal was spurred by what officials called "selling young crops", a concern over cross-border transfer of emerging tech (Financial Times)

Financial Times:
Sources: China's review of Meta's Manus deal was spurred by what officials called “selling young crops”, a concern over cross-border transfer of emerging tech  —  Senior leadership ordered assessment of whether purchase risks losing cutting-edge technology

Netflix co-CEO Greg Peters expects Netflix to win WBD, says Paramount's bid "doesn't pass the sniff test" and a "very small" number of WBD holders backed it (Financial Times)

Financial Times:
Netflix co-CEO Greg Peters expects Netflix to win WBD, says Paramount's bid “doesn't pass the sniff test” and a “very small” number of WBD holders backed it  —  Co-chief Greg Peters says Netflix is winning Warner Bros shareholder support for a deal that would upend Hollywood