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  • OpenAI's plan ¨, Elon $139B pay ¨, design beyond code ¨¨

    From TLDR@VERT to All on Monday, December 22, 2025 11:24:09
    The strategy to keep OpenAI ahead involves getting people to use its
    products, keeping them there, and serving the use cases they
    want


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    TLDR

    TOGETHER WITH [Delve] [4]

    TLDR 2025-12-22

    DELVE SHIPMAS DAY 1 (SPONSOR) [4]

    Welcome to Delve ShipmasÄ5 days of incredible product launches to
    bring your team the cheer they really need.

    DAY 1: DELVE'S AI COPILOT [4] FOR COMPLIANCE
    Ever been tired, stuck, and miserably documenting something it feels
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    Delve's AI copilot understands your entire tech stack and tells you
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    Wisprflow, 11x, Bland, and more in the future of compliance with
    Delve.

    Book a demo here [4] to get $1,500 off compliance and see Copilot in
    action.

    ¨

    BIG TECH & STARTUPS

    SAM ALTMAN ON OPENAI'S PLAN TO WIN, AI PERSONALIZATION,
    INFRASTRUCTURE MATH, AND THE INEVITABLE IPO (50 MINUTE READ) [5]

    Sam Altman recently appeared on Big Technology Podcast to discuss
    OpenAI's strategy to win, where the product lineup is going in the
    coming year, how OpenAI's over $1 trillion in AI infrastructure
    commitments make sense, and the company's future plans for AI devices
    and AI cloud. The strategy to keep OpenAI ahead involves getting
    people to use its products, keeping them there with the best models,
    serving the use cases they want with reliable compute, then expanding
    into areas like enterprise and hardware. The full conversation, along
    with links to the audio, is available in the article.

    TESLA WINS FINAL COURT FIGHT OVER ELON MUSK'S PAY PACKAGE (7 MINUTE
    READ) [6]

    Tesla won its fight over Elon Musk's record-breaking pay package
    approved by shareholders in 2018. The Delaware Supreme Court said the
    lower court's ruling would have deprived Musk of compensation for
    several years of work, so he should get the full pay package. Musk's
    2018 stock options have grown in value to $139 billion. It was
    initially valued at more than $2.3 billion, already shattering
    previous compensation records.

    ¨

    SCIENCE & FUTURISTIC TECHNOLOGY

    US PLANS LARGEST NUCLEAR POWER PROGRAM SINCE THE 1970S (6 MINUTE
    READ) [7]

    The Trump administration launched a partnership in October to build
    at least $80 billion worth of new, large-scale nuclear reactors. The
    money will support the construction of a type of pressurized water
    reactor developed by Westinghouse that can generate about 1,110
    megawatts of electric power. The partnership includes profit-sharing
    mechanisms that will give the US government some of the upside if the initiative succeeds.

    EX-ASML WORKERS REVERSE-ENGINEERED STATE OF THE ART CHIPMAKING
    MACHINES TO GET CHINA FAR CLOSER THAN PREVIOUSLY THOUGHT TO
    INDEPENDENCE FROM FOREIGN TECH (6 MINUTE READ) [8]

    China reportedly has a prototype EUV chipmaking machine. While it has
    not yet produced a working chip, it is apparently creating EUV light.
    The machine is expected to produce its first chip in 2028. The Dutch
    company ASML had previously been the sole producer of EUV machines.

    ¨

    PROGRAMMING, DESIGN & DATA SCIENCE

    DJI'S NIGHTMARE: WORLD'S FIRST IMMERSIVE VR-STYLE 360 DRONE OUT NOW
    (SPONSOR) [9]

    Incubated by Insta360 [10] and third parties, A1 combines 8K, 360
    capture with intuitive motion control. Weighing sub-249g, the drone
    offers an experience like no other, fully immersing pilots with their
    VR-style Vision Goggles. This is flight unlike anything else. Grab
    yours today from Antigravity's store, shipping globally at
    antigravity.tech. [10]

    THE BIG-O COMPLEXITY OF VIBE CODERS (4 MINUTE READ) [11]

    Efficiency becoming a metric will create pressure and cause
    exploration to look wasteful. High-token sessions will start to look
    sloppy. Over time, AI will turn into another optimization target, and eventually into something that people virtue signal about rather than
    something that reflects real impact. Some of the most valuable work
    exists in the messy, high-token exploratory phase that resists easy measurement.

    DESIGN IS MORE THAN CODE (9 MINUTE READ) [12]

    Design is about finding the right problem, the right intent, and the
    right vision. The features you design and build today should be
    considered a step toward that vision. Without the right context and
    goal, you could be iterating toward a direction that wasn't chosen intentionally. The industry is not very patient, but that doesn't mean
    you should devalue the why behind your designs in favor of output.

    ¨

    MISCELLANEOUS

    ELLISON'S HARDBALL WARNER BROS. TACTICS GAVE NETFLIX AN OPENING (14
    MINUTE READ) [13]

    Lawyers for David Ellison sent a letter to Warner Bros. Discovery on
    the night of December 3 expressing serious concerns about the fairness
    and adequacy of the company's sale process. This surprised Warner
    Bros., as the company believed it had run a fair process. Ellison's
    inner circle tried to retract the statement, claiming some partners
    didn't even know the letter was going out, but it was too late. In
    response, Warner Bros. decided to sell to Netflix.

    GRAPHITE GETS BOUGHT BY CURSOR: THREE REFLECTIONS FROM SIX YEARS OF
    WORK (9 MINUTE READ) [14]

    Software quality startup Graphite has been acquired by code
    generation startup Cursor. Graphite started out as Screenplay, which
    couldn't find product-market fit right away. The conversations around
    Graphite started right before the pandemic lockdowns. The team started
    working in person together as soon as it was advisable, allowing them
    to knit a culture early and build trust. The three founders took three
    distinct roles, and they all remain vital to the company.

    ¨

    QUICK LINKS

    GOOGLE WAS AT RISK OF LOSING ITS DOMINANCE Ä UNTIL IT PROMOTED THIS
    AI EXECUTIVE (14 MINUTE READ) [15]

    Josh Woodward, a 16-year Google veteran, was tasked with growing
    Gemini while also keeping his existing job running Google Labs.

    WERNER VOGELS IS RIGHT (4 MINUTE READ) [16]

    It's important to take the time to learn new technologies, the
    capabilities of those technologies, and where they can help your
    business, rather than just shoehorning in new technologies everywhere
    you can.

    REFLECTIONS ON AI AT THE END OF 2025 (4 MINUTE READ) [17]

    Almost everybody has stopped saying that large language models are
    stochastic parrots.

    MORE ON WHETHER USEFUL QUANTUM COMPUTING IS "IMMINENT" (6 MINUTE
    READ) [18]

    Scalable quantum computing is now plausibly imminent.

    NETFLIX AND DISNEY+ PROBABLY ONLY ADDED AD-TIER SUBSCRIBERS THIS
    YEAR, SAYS MORGAN STANLEY (5 MINUTE READ) [19]

    The ad tiers scored all net additional subscribers for both Netflix
    and Disney+ this year.

    2025 LLM YEAR IN REVIEW (11 MINUTE READ) [20]

    2025 was a strong and eventful year of progress in LLMs.

    Love TLDR? Tell your friends and get rewards!

    Share your referral link below with friends to get free TLDR swag!

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    BEST BOOTSTRAPPED BUSINESSES [26] of 2025.

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

    Thanks for reading,
    Dan Ni [27] & Stephen Flanders [28]

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    Links:
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    [1] https://tldr.tech/signup?utm_source=tldr
    [2] https://advertise.tldr.tech/?utm_source=tldr&utm_medium=newsletter&utm_campaign=advertisetopnav
    [3] https://a.tldrnewsletter.com/web-version?ep=1&lc=265280dc-d4e0-11f0-a661-1b9fa34a893d&p=b8b0a7f4-df0a-11f0-9974-1f06066165c0&pt=campaign&t=1766402649&s=8922e7a4e1bfc50defc35484f175472e79c56b00e6b8135ee56271ded11044ab
    [4] https://delve.co/book-demo?utm_source=tldr&utm_medium=newsletter&utm_campaign=tldr-primary-dec22-25
    [5] https://www.bigtechnology.com/p/sam-altman-on-openais-plan-to-win?utm_source=tldrnewsletter
    [6] https://links.tldrnewsletter.com/jI6gjp
    [7] https://spectrum.ieee.org/80-billion-us-nuclear-power?utm_source=tldrnewsletter
    [8] https://www.pcgamer.com/hardware/processors/ex-asml-workers-reverse-engineered-state-of-the-art-chipmaking-machines-to-get-china-far-closer-than-previously-thought-to-independence-from-foreign-tech/?utm_source=tldrnewsletter
    [9] https://www.antigravity.tech/us/drone/antigravity-a1/buy?utm_term=AGRBLQH&utm_source=tldrnewsletter
    [10] https://www.antigravity.tech/us/drone/antigravity-a1/buy?utm_term=AGRBLQH [11] https://www.shiveesh.com/thoughts-and-ideas/the-big-o-complexity-of-vibe-coders?utm_source=tldrnewsletter
    [12] https://linear.app/now/design-is-more-than-code?utm_source=tldrnewsletter [13] https://links.tldrnewsletter.com/blcSvK
    [14] https://hunterwalk.com/2025/12/19/graphite-gets-bought-by-cursor-three-reflections-from-six-years-of-work-pmf-didnt-happen-right-away-working-irl-mattered-three-founders-three-distinct-roles/?utm_source=tldrnewsletter
    [15] https://www.cnbc.com/2025/12/20/josh-woodward-google-gemini-ai-safety.html?utm_source=tldrnewsletter
    [16] https://tsak.dev/posts/werner-vogels-is-right/?utm_source=tldrnewsletter [17] https://antirez.com/news/157?utm_source=tldrnewsletter
    [18] https://scottaaronson.blog/?p=9425&utm_source=tldrnewsletter
    [19] https://sherwood.news/business/netflix-and-disney-probably-only-added-ad-tier-subscribers-this-year-says/?utm_source=tldrnewsletter
    [20] https://karpathy.bearblog.dev/year-in-review-2025/?utm_source=tldrnewsletter
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    [22] https://hub.sparklp.co/sub_e87ba9c7d7c0/1
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    [25] https://jobs.ashbyhq.com/tldr.tech/c227b917-a6a4-40ce-8950-d3e165357871 [26] https://www.linkedin.com/feed/update/urn:li:activity:7401699691039830016/ [27] https://twitter.com/tldrdan
    [28] https://twitter.com/SteveFlanders22
    [29] https://tldr.tech/tech/manage?email=tldrnewsletter%40synchro.net
    [30] https://a.tldrnewsletter.com/unsubscribe?ep=1&l=cfa2d55a-b7be-11e8-a3c9-06b79b628af2&lc=265280dc-d4e0-11f0-a661-1b9fa34a893d&p=b8b0a7f4-df0a-11f0-9974-1f06066165c0&pt=campaign&pv=4&spa=1766401298&t=1766402649&s=c12a7a3531fe7924e8136ced3291669fd5ebd681add4cde2ce1f98c4eaeb7131
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