TLDR 2026-02-05

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ALPHABET PLANS RECORD SPENDING IN RACE TO WIN AI CUSTOMERS

Alphabet has announced an ambitious capital spending plan that far surpasses predictions. The company will spend as much as $185 billion this year on capital expenditures. CEO Sundar Pichai has reassured investors that the costs are necessary. Alphabet claims its massive investments are essential for competing against rivals.

ALEXA+ PLUS CHATGPT?

Amazon may put upwards of $50 billion into OpenAI's next fundraise. The companies are discussing a commercial agreement that could require OpenAI to dedicate researchers and engineers to develop customized models for Amazon. Amazon recently opened up Alexa+ to the US market. Adding OpenAI's technology could help Amazon combat Apple's upcoming rollout of Siri powered by Gemini.

NASA FINALLY ACKNOWLEDGES THE ELEPHANT IN THE ROOM WITH THE SLS ROCKET

The Space Launch System rocket program is now a decade and a half old. It has so far cost US taxpayers more than $30 billion. The program continues to be plagued with issues. NASA's new administrator has acknowledged the low flight rate issue, saying that it should be a topic of discussion.

FIRST-EVER EXPERIMENTAL GENE THERAPY SEEKS TO RESTORE VISION BY REJUVENATING EYE NEURONS

ER-100 is an experimental gene therapy designed to restore vision by reviving damaged neurons in the eye. The approach resets aged retinal cells to a healthier state using epigenetic reprogramming. It received FDA approval for human trials last week. If successful, ER-100 could signal a broader shift in how age-related diseases are treated.

FULLY REMOTE)

As the first engineer on TLDR's new Applied AI team, you'll build AI agents and composable Claude Skills to let non-technical teammates create their own AI workflows. Learn more [10].

AGENTIC ENGINEERING

Agentic engineering is a professional term that describes what is actually happening: the engineer orchestrates AI agents as they act as an architect, reviewer, and decision maker. It is a serious engineering discipline that involves autonomous agents. The term definitely sounds better than 'vibe coding' in professional settings. Agentic engineering disproportionately benefits senior engineers who understand system design, security patterns, and performance tradeoffs. They know what good code looks like, so they can efficiently review and correct AI output.

CLAUDE AND CODEX ARE NOW AVAILABLE IN PUBLIC PREVIEW ON GITHUB

Claude by Anthropic and OpenAI Codex are now available as coding agents for Copilot Pro+ and Copilot Enterprise customers. Users can assign work to these agents directly from issues, pull requests, the Agents tab in enabled repositories, and the agent sessions view in VS Code. Access to Claude and Codex is included with existing Copilot subscriptions. Each coding agent session consumes one premium request during public preview.

AS ROCKS MAY THINK

LLM-based reasoning is both powerful and flexible. However, there is likely still room to make the recipe even simpler. There are also still more gains to be had by understanding all the plays in which thinking behavior can be found. The extra reasoning data generated over recent years may help further train models to reason better through previously unviable methods.

OPENCLAW IS WHAT APPLE INTELLIGENCE SHOULD HAVE BEEN

Mac Minis are selling out everywhere because people are using them to run OpenClaw, an open source framework for local AI agents that has become a killer app for Mac hardware. The rush shows that there is a clear demand for agents and automation, and Apple is getting the hardware revenue from it. However, it's missing out on the platform revenue - Apple could have created its own native agent, but this would likely have caused significant legal issues.

rest. Download GitKraken's guide for engineering managers

AI WON'T KILL THE SOFTWARE BUSINESS, JUST ITS GROWTH STORY

The persistent belief that AI will destroy the software business could be more damaging than the actual impact the technology will have on the industry.

I MISS THINKING HARD

Vibe coding is great for building, but it drastically cuts down the time it takes to come up with creative solutions for technical problems, leading some developers to feel like something is missing.

UPDATE: AI OVERVIEWS REDUCE CLICKS BY 58%

It seems categorically true that AI Overviews siphon away the majority of the clicks once available to top-ranking pages.

IN PRAISE OF THE STACKED PULL REQUEST

Stacked pulled requests are PRs that build on top of each other.

MOBILE CARRIERS CAN GET YOUR GPS LOCATION

Cellular standards have built-in protocols that make your device silently send GNSS locations to carriers.

GIFT CULTURE AND THE INTELLIGENCE THRESHOLD

We create bridges to grow new possibilities and acceptance by giving gifts to each other.