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Daily Edition · Page 3

THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

TLDR AI

NVIDIA INVESTS IN MIRA MURATI'S THINKING MACHINES LAB

Nvidia and Mira Murati's Thinking Machines Lab have formed a multiyear partnership in which the startup will deploy at least one gigawatt of cutting-edge chips to train and serve its frontier models. The companies will collaborate to design AI training and serving systems that use Nvidia technology. The deal gives the relatively young AI lab computing power to advance its research, as well as funding to pay its staff. It currently has 120 employees and is competing fiercely for AI researcher talent as valuations in the industry have skyrocketed.

links.tldrnewsletter.com · 2 min

TLDR AI

GOOGLE LAUNCHES NEW MULTIMODAL GEMINI EMBEDDING 2 MODEL

Google's Gemini Embedding 2, available via the Gemini API and Vertex AI, unifies text, images, videos, audio, and documents in over 100 languages. The model processes up to 8,192 text tokens, six images, 120-second videos, and six-page PDFs, incorporating Matryoshka Representation Learning for customizable output dimensions. Early access users already utilize it for Retrieval-Augmented Generation and semantic search, with initial feedback showing superior performance against competitors.

testingcatalog.com · 2 min

TLDR AI

CODEX, FILE MY TAXES. MAKE NO MISTAKES

Codex can be used to file personal taxes, and it can even be more accurate than a human accountant. The immediate feedback that Codex gives users helps them understand their situation and the tax code better. Give Codex access to personal details, and it can make better assumptions about tax treatment. Accountants probably don't have to worry - most don't enjoy doing personal tax returns, and their other duties are likely much harder to automate.

links.tldrnewsletter.com · 11 min

TLDR AI

THE STATE OF CONSUMER AI. PART 2: ENGAGEMENT AND RETENTION

ChatGPT's engagement lead is wider than its market share lead: DAU:MAU sits at 45% versus Gemini's 22%, and WAU:MAU has climbed from 50% in mid-2023 to 82% today, putting it ahead of Gmail and Spotify and approaching Instagram. Week 4 retention of 66% beats every enterprise app in the dataset and is more than double Perplexity's 24%, while most apps see retention flatten at scale. The rarest signal is ChatGPT's smile curve: one of only three products alongside Gmail and Chrome where retention dips and then recovers, meaning OpenAI's product releases are actively reactivating lapsed users, not just attracting new ones.

links.tldrnewsletter.com · 4 min

TLDR AI

QUANTIFYING INFRASTRUCTURE NOISE IN AGENTIC CODING EVALS

Agentic coding benchmarks are commonly used to compare the software engineering capabilities of frontier models. These scores are often treated as precise measurements of relative model capability. However, research shows that infrastructure configuration alone can produce significant differences in scores. Eval developers have begun accounting for this, but current fixes potentially change what benchmarks end up actually measuring.

anthropic.com · 12 min

TLDR AI

HOW NVIDIA BUILDS OPEN DATA FOR AI

Every AI training pipeline rests on a data layer that determines how those models behave. This data determines what the models know, how they reason, and what they can safely do. However, much of today's training data remains opaque, fragmented, or siloed across teams. Open data access gives developers a faster and more cost-effective path to building high-quality models. This is why Nvidia releases open datasets along with its open models, tools, and training techniques.

huggingface.co · 12 min

TLDR AI

AMAZON WINS COURT ORDER TO BLOCK PERPLEXITY'S AI SHOPPING AGENT

Perplexity's Comet AI browser has been blocked from accessing Amazon's site. Amazon sued Perplexity in November, alleging the startup concealed its AI agents so it could continue to scrape Amazon's website without approval. The Comet browser allows users to ask the assistant to find items on Amazon and make purchases. Amazon says Perplexity's agents pose a risk to customer data and that they create challenges for its advertising business. It has broadly locked down its shopping sites from AI agents and blocked dozens of agents.

cnbc.com · 3 min

TLDR AI

NOTES FROM TOKEN TOWN: NEGOTIATING FOR THE FORTUNE 5 MILLION

Frontier labs are continuing to build first-party products on top of their own capabilities. For every token they sell, they can spend it themselves for COGs of under 50%. Your supplier is also your competitor, and they have a permanent cost advantage over you. Applied AI companies need to win on something other than tokens. Businesses need to build products so good that the token itself becomes the commodity input, not the value proposition.

links.tldrnewsletter.com · 11 min

TLDR IndexPage 3