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<div style="display: none; max-height: 0px; overflow: hidden;">A version of Siri that uses a custom Gemini-based model is expected to roll out in March next year. Google is reportedly developing the model </div>
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<h1><strong>TLDR AI <span id="date">2025-11-03</span></strong></h1>
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<strong>TOMORROW: a16z + Metronome on How AI is Rewriting the Rules of SaaS Monetization (Sponsor)</strong>
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Last chance to join! In <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=/3/0100019a4a30532c-2366cc50-5f11-4a87-a0bd-f60709259cf8-000000/MoDbBwhGmxfGAa2BAdq7u-F54-zwKWUVWbQR0i3ELCo=429" rel="noopener noreferrer nofollow" target="_blank"><span>tomorrow's webinar</span></a>, Martin Casado, General Partner at Andreessen Horowitz, reveals how leading startups and public companies alike are building monetization operating models for the AI era.
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<p>On the agenda:</p>
<p>⏩ Why AI is accelerating the shift from subscriptions to results-based monetization</p>
<p>💵 Monetization Operating Models that align product, finance, GTM, and engineering</p>
<p>📈 Enabling faster experimentation and growth by treating pricing like a product</p>
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<h1><strong>Headlines & Launches</strong></h1>
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<strong>New Version of Siri to 'Lean' on Google Gemini (2 minute read)</strong>
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A revamped version of Siri that uses a custom Gemini-based model is expected to roll out in March next year. Google is reportedly developing the model, which will run on Apple's Private Cloud Compute servers to power Siri. Apple is reportedly running into problems with the launch of Apple Intelligence in China. It is being mired by regulatory issues, so the launch is now a rolling target.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F11%2F02%2Fsam-altman-says-enough-to-questions-about-openais-revenue%2F%3Futm_source=tldrai/1/0100019a4a30532c-2366cc50-5f11-4a87-a0bd-f60709259cf8-000000/GRcZGJBDwU0eavEh34naki0be80dgdc6h6Y4sD0vSkI=429">
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<strong>Sam Altman says 'enough' to questions about OpenAI's revenue (3 minute read)</strong>
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Sam Altman grew testy when pressed about OpenAI's ability to fund $1.4 trillion in committed spending, snapping at interviewer Brad Gerstner with, "If you want to sell your shares, I'll find you a buyer". Altman said OpenAI is doing "well more" than the previously reported $13 billion in annual revenue and suggested the company could reach $100 billion by 2027, but denied rumors of an IPO in 2026.
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<strong>From Ilya's deposition (2 minute read)</strong>
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Ilya Sutskever plotted for over a year with Mira Murati to remove Sam Altman as OpenAI CEO. Dario Amondei wanted Greg Brockman fired and himself in charge of all research. Murati told Sutskever that Altman had pitted her against Daniela Amondei. Sutskever wrote a 52-page-long memo to get Altman fired and also a separate document on Brockman. OpenAI is paying Sutskever's legal bills.
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<h1><strong>Deep Dives & Analysis</strong></h1>
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<strong>Why do AI models use so many em-dashes? (13 minute read)</strong>
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Language models use em-dashes so much that real humans who like using them have stopped out of fear of being confused with AI. It's surprisingly hard to prompt models to avoid using em-dashes. Researchers still don't really know why language models use them so much. This article looks at some possible explanations.
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<strong>Agents Rule of Two for AI Security (15 minute read)</strong>
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Meta has proposed the "Agents Rule of Two" to reduce prompt injection risks in AI agents by limiting them to no more than two of three capabilities in a session: handling untrusted inputs, accessing private data, or taking external actions.
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<strong>OCR Models Explained (4 minute read)</strong>
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Recent advancements in OCR models, such as Chandra and Deepseek, eliminate traditional scripting by using vision transformers that convert raw pixels into semantic tokens. These models improve accuracy by understanding and compressing visual data into concise tokens before decoding them into text, allowing context-aware text recognition. Deepseek-ocr achieves this efficiently with ~10x compression, enabling flexible adaptation to different fonts and handwriting styles without retraining.
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<strong>Getting AI-ready: real-world lessons from Atlassian and Udemy (Sponsor)</strong>
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Learn how to streamline your tech stack, standardize content, and build a culture that supports AI adoption. Read Atlassian's <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.atlassian.com%2Fwhitepapers%2Fhow-to-prepare-your-organization-for-an-ai-rollout%3Futm_source=tldr%26utm_medium=email%26utm_campaign=P:twc*O:clm*F:awareness*C:gated-pdf*H:fy26q2*I:tldr-ai-nov3*%26utm_sfdc-campaign_id=701QB00000TbGMsYAN/2/0100019a4a30532c-2366cc50-5f11-4a87-a0bd-f60709259cf8-000000/W9ee_1BuFxgTT0L8hKP5ylKynQE-mNI7YMNYjpdHaE0=429" rel="noopener noreferrer nofollow" target="_blank"><span><em>How to Prepare Your Organization for an AI Rollout</em></span></a> to discover how Confluence and Rovo can unlock the full potential of AI-powered knowledge management. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.atlassian.com%2Fwhitepapers%2Fhow-to-prepare-your-organization-for-an-ai-rollout%3Futm_source=tldr%26utm_medium=email%26utm_campaign=P:twc*O:clm*F:awareness*C:gated-pdf*H:fy26q2*I:tldr-ai-nov3*%26utm_sfdc-campaign_id=701QB00000TbGMsYAN/3/0100019a4a30532c-2366cc50-5f11-4a87-a0bd-f60709259cf8-000000/CVZzN1b5mAQdYwinPNclPrD8Q9FYWZ95mN7YC54e19A=429" rel="noopener noreferrer nofollow" target="_blank"><span>Get your copy of the guide.</span></a>
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<strong>Ghosts in the Codex Machine (7 minute read)</strong>
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After weeks of user reports claiming Codex had gotten worse, echoing a perennial concern that frontier labs secretly downgrade their models, OpenAI assembled a squad to investigate every possible culprit and publish their findings. The team found no smoking gun, but instead uncovered a catalog of small bugs: older hardware subtly dragging down performance, a constrained sampling bug that made the model switch to Korean mid-sentence, and context compaction that quietly degraded accuracy in long conversations.
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<strong>Tongyi DeepResearch: A New Era of Open-Source AI Researchers (12 minute read)</strong>
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Tongyi DeepResearch is a full open-source Web Agent that achieves performance on par with OpenAI's DeepResearch across a comprehensive suite of benchmarks. It is specifically designed for long-horizon, deep information-seeking tasks. This post shares a complete and battle-tested methodology for creating advanced agents like Tongyi DeepResearch.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<strong>Large Language Models Get All the Hype, but Small Models Do the Real Work (8 minute read)</strong>
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Small language models are helping companies get real work done and reduce headcount. They are more affordable than large language models and, in some cases, better suited to the tasks at hand. The impact that AI is having on corporate productivity gains is the result of human engineers getting better at stitching together smaller, simpler AIs. Many companies have built internal knowledge factories that daisy chain together small AIs.
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<strong>Billboard Says AI-Powered 'Artists' Are Increasingly Hitting The Charts (3 minute read)</strong>
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AI-generated musicians have debuted on Billboard charts each week for the past month. One artist, Xania Monet, scored a No. 1 hit on the R&B sales chart and a multimillion-dollar record deal.
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<strong>Anthropic is 7.8% owned by Amazon and up to 8.8% by Google (1 minute read)</strong>
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Amazon's Q3 earnings revealed that the company gained $9.5 billion from Anthropic ownership.
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<strong>It is crazy that just ~2 years ago OAI board approached Dario to be CEO after firing Sam (2 minute read)</strong>
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At the time, Anthropic was valued at $18 billion - the company will soon be valued at around $300 billion.
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<strong>Logs and Datasets in Google AI Studio (3 minute read)</strong>
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Google AI Studio now offers logs and datasets features to help developers monitor AI app performance, debug more effectively, and improve output quality.
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<strong>Why “Everyone Dies” Gets AGI All Wrong (13 minute read)</strong>
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Treating beneficial AGI as impossible could be a self-fulfilling prophecy that cedes the field to those who don't care about safety at all.
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<strong>OpenAI Moves To Complete Potentially The Largest Theft In Human History (32 minute read)</strong>
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OpenAI has voluntarily transferred more of the public's entitled value to private interests than any charitable organization ever.
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