TLDR 2025-12-09

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SAM ALTMAN'S SPRINT TO CORRECT OPENAI'S DIRECTION AND FEND OFF GOOGLE

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

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.

CURRENT FUEL MIX AND USES

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

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.

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HAS THE COST OF BUILDING SOFTWARE JUST DROPPED 90%?

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

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.

APPLE CHIP CHIEF TELLS STAFF HE'S NOT LEAVING ‘ANYTIME SOON'

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

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.

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TESLA'S HOLIDAY UPDATE LETS YOU PUT GROK IN CHARGE OF MAPPING OUT DIRECTIONS

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

WHY YOUR CTO MIGHT START CODING AGAIN

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

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?

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

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

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