Subj : Inside OpenAI's code red ¨, Google's AI glasses ¨, cost of software declines ¨
To : All
From : TLDR
Date : Tue Dec 09 2025 11:23:40
--3cy2uwUR
Content-Type: text/plain; charset=utf-8
Content-Transfer-Encoding: quoted-printable
OpenAI CEO Sam Altman made the call last week to pause the company's
side=
projects for eight weeks and focus on improving
ChatGPT=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=
=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=
=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=
=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=
=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=
=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0
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=09=09TLDR=20
=09=
=09TOGETHER WITH [Wispr] [4]
TLDR 2025-12-09
THE VOICE TOOL FOR =
PEOPLE WHO BUILD WITH AI (SPONSOR) [4]=20
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ce into clean, structured text =E2=80=94
instantly formatted and ready to=
use in ChatGPT, Claude, Cursor, or
Notion.
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It's 4=C3=97 faster th=
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BIG TECH & STARTUPS
SAM ALTMAN'=
S SPRINT TO CORRECT OPENAI'S DIRECTION AND FEND OFF GOOGLE
(15 MINUTE REA=
D) [5]=20
OpenAI CEO Sam Altman made the call last week to pause the co=
mpany's
side projects for eight weeks and focus on improving ChatGPT. The=
decision was a major strategic course correction. Altman instructed
em=
ployees to boost ChatGPT through the better use of user signals.
OpenAI i=
s set to release a new model this week, and it also plans to
release anot=
her model in January with better images, improved speed,
and a better per=
sonality, after which it will end the 'code red'.=20
GOOGLE TO LAUNCH F=
IRST OF ITS AI GLASSES IN 2026 (2 MINUTE READ) [6]=20
Google plans to l=
aunch the first of its AI-powered glasses in 2026.
The company has planne=
d audio-only glasses that will allow users to
speak with Gemini and glass=
es 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.=20
=F0=9F=9A=80=20
SCIENCE & FUTURISTIC TECHNOLOG=
Y
CURRENT FUEL MIX AND USES (12 MINUTE READ) [7]=20
We're in the =
middle of a period of rapid transition in energy. Solar
is decosting at a=
n accelerating rate, coal is shrinking, and nuclear
is flat. Primary prod=
uction will soon be mostly solar. Batteries will
be everywhere, and the g=
rid will shrink. Datacenters, which are
already building their own captiv=
e power plants, will become power
sources for their communities. Substant=
ial cost improvements are still
needed to make space AI competitive.=20
=
GOING DIRECT: NOTES ON ELI LILLY AT A TRILLION (16 MINUTE READ) [8]=20
=
Eli Lilly became the first pharmaceutical company to hit a
trillion-d=
ollar valuation on November 21. The company recently
partnered with Nvidi=
a to build an AI supercomputer. Lilly wants to
position itself as a techn=
ology company. Its CEO, Dave Ricks, recently
appeared on a podcast to dis=
cuss the company's aspirations. This
article presents an analysis of the =
discussion.=20
=F0=9F=92=BB=20
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]=20
Google's Directo=
r 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 tec=
hnical leaders [9], covering
everything from upskilling teams to observab=
ility best practices. Read
it here [9]=20
HAS THE COST OF BUILDING SO=
FTWARE JUST DROPPED 90%? (8 MINUTE READ)
[10]=20
We are in the early =
stages of a once-in-a-generation shift. The
economics of building softwar=
e 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.=20
LLM WEIGHTS VS THE P=
APERCUTS OF CORPORATE (5 MINUTE READ) [11]=20
Model weight first compan=
ies are companies where the majority of the
software was code-generated. =
These companies do not require as much
context engineering and do not nee=
d 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 havin=
g problems
with AI are likely trying to bend the technology to their whim=
rather
than working with it.=20
=F0=9F=8E=81=20
MISCELLANEOUS
=
APPLE CHIP CHIEF TELLS STAFF HE'S NOT LEAVING =E2=80=98ANYTIME SOON' (2=
MINUTE READ) [12]=20
Apple chip chief Johny Srouji told staff on Mon=
day that he is staying
at the company for now. There were recent rumors a=
nd 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.=20
PARAMOUNT SKYDANC=
E LAUNCHES HOSTILE BID FOR WBD =E2=80=98TO FINISH WHAT WE
STARTED,' CEO E=
LLISON TELLS CNBC (4 MINUTE READ) [13]=20
Paramount Skydance is launchi=
ng a hostile bid to buy Warner Bros.
Discovery. It will go straight to sh=
areholders with an all-cash, $30
per share offer. The offer is supported =
by equity financing from the
Ellison family, Middle Eastern financing par=
tners, Jared Kushner's
Affinity Partners, and other parties. Those partne=
rs have agreed to
forgo any governance rights as part of their investment=
.. The
modifications allow the deal to be outside of the jurisdiction of t=
he
Committee of Foreign Investment in the US.=20
=E2=9A=A1=20
QUICK=
LINKS
AGENTS THAT DON'T SUCK (SPONSOR) [14]=20
With Agent Bricks=
, you can build agents that are accurate, reliable
and grounded in your u=
nique data. Now you have a clear path to
production. Build agents that wo=
rk.
See why it's worth your time [15]
TESLA'S HOLIDAY UPDATE LET=
S YOU PUT GROK IN CHARGE OF MAPPING OUT
DIRECTIONS (2 MINUTE READ) [16] =
'Grok with Navigation Commands' allows users to add and edit
navig=
ation via voice commands.=20
WHY YOUR CTO MIGHT START CODING AGAIN (14 =
MINUTE READ) [17]=20
CTOs have a set of skills that are more valuable w=
hen implementation
is cheap.=20
WAYMO CROSSES 450,000 WEEKLY PAID RID=
ES 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.=20
NVID=
IA ISN'T ENRON - SO WHAT IS IT? (55 MINUTE READ) [19]=20
Much of the US=
stock market's growth appears to be held up by a
belief that there's a n=
eed for more GPUs.=20
DEPRECATION (32 MINUTE READ) [20]=20
It's pos=
sible to plan for deprecation during the design of the system
so that it'=
s easier to eventually decommission and remove it.=20
AI BROWSERS AREN'=
T SMART ENOUGH YET TO TAKE OVER THE INTERNET (11
MINUTE READ) [21]=20
=
AI is not yet trustworthy, and that needs to change if companies want
cu=
stomers to depend on agents to spend money on their behalf.=20
Want to a=
dvertise in TLDR? =F0=9F=93=B0
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--3cy2uwUR
Content-Type: text/html; charset=utf-8
Content-Transfer-Encoding: quoted-printable
TLDR
OpenAI CEO=
Sam Altman made the call last week to pause the company's side projec=
ts for eight weeks and focus on improving ChatGPT =E2=80=8C =E2=
=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=
=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=
=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=
=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=
=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C &nb=
sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb=
sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb=
sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb=
sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb=
sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb=
sp;=E2=80=8C
Sam Altman's Sprint to Corr=
ect OpenAI's Direction and Fend Off Google (15 minute read)
OpenAI CEO Sam Altman made the call las=
t week to pause the company's side projects for eight weeks and focus on im=
proving ChatGPT. The decision was a major strategic course correction. Altm=
an instructed employees to boost ChatGPT through the better use of user sig=
nals. 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 i=
ts AI glasses in 2026 (2 minute read)
Google plans to launch the first of its=
AI-powered glasses in 2026. The company has planned audio-only glasses tha=
t 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)
We're in the middle of a period of rapi=
d transition in energy. Solar is decosting at an accelerating rate, coal is=
shrinking, and nuclear is flat. Primary production will soon be mostly sol=
ar. Batteries will be everywhere, and the grid will shrink. Datacenters, wh=
ich are already building their own captive power plants, will become power =
sources for their communities. Substantial cost improvements are still need=
ed to make space AI competitive.
|
Going direct: notes on Eli =
Lilly at a trillion (16 minute read)
Eli Lilly became the first pharmaceutic=
al company to hit a trillion-dollar valuation on November 21. The company r=
ecently partnered with Nvidia to build an AI supercomputer. Lilly wants to =
position itself as a technology company. Its CEO, Dave Ricks, recently appe=
ared on a podcast to discuss the company's aspirations. This article presen=
ts an analysis of the discussion.
|
|
Programming, Design & Data Science
|
Has the cost of building so=
ftware just dropped 90%? (8 minute read)
We are in the early stages of a once-in=
-a-generation shift. The economics of building software have changed dramat=
ically with agentic coding. Previous assertions that LLMs make too many mis=
takes or can't understand codebases or frameworks are rapidly becoming comp=
letely false. The technology is going to totally transform the software dev=
elopment industry.
|
LLM weights vs the papercut=
s of corporate (5 minute read)
Model weight first companies are compan=
ies 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 cla=
ssical principles as much as corporate companies. They achieve much higher =
velocity/productivity/success rates using AI because they are not forcing m=
odels to follow pre-existing dogma. Companies having problems with AI are l=
ikely trying to bend the technology to their whim rather than working with =
it.
|
|
Apple Chip Chief Tells Staf=
f He's Not Leaving =E2=80=98Anytime Soon' (2 minute read)
Apple chip chief Johny Srouji told staf=
f on Monday that he is staying at the company for now. There were recent ru=
mors and speculations about his future at Apple, but he doesn't plan on lea=
ving anytime soon. Apple CEO Tim Cook has been working aggressively to reta=
in Srouji with a campaign that included a substantial pay package and the p=
otential of more responsibility down the road.
|
Paramount Skydance launches=
hostile bid for WBD =E2=80=98to finish what we started,' CEO Ellison tells=
CNBC (4 minute read)
Paramount Skydance is launching a hosti=
le bid to buy Warner Bros. Discovery. It will go straight to shareholders w=
ith an all-cash, $30 per share offer. The offer is supported by equity fina=
ncing from the Ellison family, Middle Eastern financing partners, Jared Kus=
hner'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 Foreig=
n Investment in the US.
|
|
Deprecation (32 minute read=
)
It's possible to plan for deprecation d=
uring the design of the system so that it's easier to eventually decommissi=
on and remove it.
|
|
|
|
|
|
--3cy2uwUR--
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