OpenAI CEO Sam Altman made the call last week to pause the company's
side projects for eight weeks and focus on improving
ChatGPT


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TLDR

TOGETHER WITH [Wispr] [4]

TLDR 2025-12-09

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BIG TECH & STARTUPS

SAM ALTMAN'S SPRINT TO CORRECT OPENAI'S DIRECTION AND FEND OFF GOOGLE
(15 MINUTE READ) [5]

OpenAI CEO Sam Altman made the call last week to pause the company's
side projects for eight weeks and focus on improving ChatGPT. The
decision was a major strategic course correction. Altman instructed
employees to boost ChatGPT through the better use of user signals.
OpenAI is set to release a new model this week, and it also plans to
release another model in January with better images, improved speed,
and a better personality, after which it will end the 'code red'.

GOOGLE TO LAUNCH FIRST OF ITS AI GLASSES IN 2026 (2 MINUTE READ) [6]

Google plans to launch the first of its AI-powered glasses in 2026.
The company has planned audio-only glasses that will allow users to
speak with Gemini and glasses with an in-lens display to show users information. The glasses will be built on top of Android XR in
collaboration with Samsung, Gentle Monster, and Warby Parker.

¨

SCIENCE & FUTURISTIC TECHNOLOGY

CURRENT FUEL MIX AND USES (12 MINUTE READ) [7]

We're in the middle of a period of rapid transition in energy. Solar
is decosting at an accelerating rate, coal is shrinking, and nuclear
is flat. Primary production will soon be mostly solar. Batteries will
be everywhere, and the grid will shrink. Datacenters, which are
already building their own captive power plants, will become power
sources for their communities. Substantial cost improvements are still
needed to make space AI competitive.

GOING DIRECT: NOTES ON ELI LILLY AT A TRILLION (16 MINUTE READ) [8]

Eli Lilly became the first pharmaceutical company to hit a
trillion-dollar valuation on November 21. The company recently
partnered with Nvidia to build an AI supercomputer. Lilly wants to
position itself as a technology company. Its CEO, Dave Ricks, recently
appeared on a podcast to discuss the company's aspirations. This
article presents an analysis of the discussion.

¨

PROGRAMMING, DESIGN & DATA SCIENCE

AI, LLMS, AND OBSERVABILITY: 7 KEY INSIGHTS FROM GOOGLE'S DIRECTOR OF
AI AND DATADOG'S VP OF ENGINEERING (SPONSOR) [9]

Google's Director of AI Dr. Ali Arsanjani, and Datadog's VP of
Engineering Sajid Mehmood, sat down to discuss the current and future
states of AI, ML, and LLMs on Google Cloud. This guide distills the
top 7 insights and actions for technical leaders [9], covering
everything from upskilling teams to observability best practices. Read
it here [9]

HAS THE COST OF BUILDING SOFTWARE JUST DROPPED 90%? (8 MINUTE READ)
[10]

We are in the early stages of a once-in-a-generation shift. The
economics of building software have changed dramatically with agentic
coding. Previous assertions that LLMs make too many mistakes or can't understand codebases or frameworks are rapidly becoming completely
false. The technology is going to totally transform the software
development industry.

LLM WEIGHTS VS THE PAPERCUTS OF CORPORATE (5 MINUTE READ) [11]

Model weight first companies are companies where the majority of the
software was code-generated. These companies do not require as much
context engineering and do not need to adhere to classical principles
as much as corporate companies. They achieve much higher velocity/productivity/success rates using AI because they are not
forcing models to follow pre-existing dogma. Companies having problems
with AI are likely trying to bend the technology to their whim rather
than working with it.

¨

MISCELLANEOUS

APPLE CHIP CHIEF TELLS STAFF HE'S NOT LEAVING `ANYTIME SOON' (2
MINUTE READ) [12]

Apple chip chief Johny Srouji told staff on Monday that he is staying
at the company for now. There were recent rumors and speculations
about his future at Apple, but he doesn't plan on leaving anytime
soon. Apple CEO Tim Cook has been working aggressively to retain
Srouji with a campaign that included a substantial pay package and the potential of more responsibility down the road.

PARAMOUNT SKYDANCE LAUNCHES HOSTILE BID FOR WBD `TO FINISH WHAT WE
STARTED,' CEO ELLISON TELLS CNBC (4 MINUTE READ) [13]

Paramount Skydance is launching a hostile bid to buy Warner Bros.
Discovery. It will go straight to shareholders with an all-cash, $30
per share offer. The offer is supported by equity financing from the
Ellison family, Middle Eastern financing partners, Jared Kushner's
Affinity Partners, and other parties. Those partners have agreed to
forgo any governance rights as part of their investment. The
modifications allow the deal to be outside of the jurisdiction of the
Committee of Foreign Investment in the US.

¨

QUICK LINKS

AGENTS THAT DON'T SUCK (SPONSOR) [14]

With Agent Bricks, you can build agents that are accurate, reliable
and grounded in your unique data. Now you have a clear path to
production. Build agents that work.

See why it's worth your time [15]

TESLA'S HOLIDAY UPDATE LETS YOU PUT GROK IN CHARGE OF MAPPING OUT
DIRECTIONS (2 MINUTE READ) [16]

'Grok with Navigation Commands' allows users to add and edit
navigation via voice commands.

WHY YOUR CTO MIGHT START CODING AGAIN (14 MINUTE READ) [17]

CTOs have a set of skills that are more valuable when implementation
is cheap.

WAYMO CROSSES 450,000 WEEKLY PAID RIDES AS ALPHABET ROBOTAXI UNIT
WIDENS LEAD ON TESLA (2 MINUTE READ) [18]

This year, Waymo has debuted freeways in three cities and autonomous
driving in Miami, Dallas, Houston, San Antonio, and Orlando.

NVIDIA ISN'T ENRON - SO WHAT IS IT? (55 MINUTE READ) [19]

Much of the US stock market's growth appears to be held up by a
belief that there's a need for more GPUs.

DEPRECATION (32 MINUTE READ) [20]

It's possible to plan for deprecation during the design of the system
so that it's easier to eventually decommission and remove it.

AI BROWSERS AREN'T SMART ENOUGH YET TO TAKE OVER THE INTERNET (11
MINUTE READ) [21]

AI is not yet trustworthy, and that needs to change if companies want customers to depend on agents to spend money on their behalf.

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If you have any comments or feedback, just respond to this email!

Thanks for reading,
Dan Ni [26] & Stephen Flanders [27]

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