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<div style="display: none; max-height: 0px; overflow: hidden;">OpenAI CEO Sam Altman made the call last week to pause the company's side projects for eight weeks and focus on improving ChatGPT </div>
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<h1><strong>TLDR <span id="date">2025-12-09</span></strong></h1>
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<strong>Sam Altman's Sprint to Correct OpenAI's Direction and Fend Off Google (15 minute read)</strong>
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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'.
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<strong>Google to launch first of its AI glasses in 2026 (2 minute read)</strong>
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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.
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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.
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<strong>Going direct: notes on Eli Lilly at a trillion (16 minute read)</strong>
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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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Google's Director 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 <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.datadoghq.com%2Fresources%2Ffuture-of-ai-google-cloud-ebook%2F%3Futm_source=tldrnewsletter%26utm_medium=newsletter%26utm_campaign=dg-coreplatform-ww-ai-google-ebook-tldr/2/0100019b02d625a7-274a9046-bc5f-4bca-8f08-0ddba16fc4cb-000000/ZxaPaHT2Rvh_WQo2GSfE7p0umPAp1KxOYjor93Tpra0=434" rel="noopener noreferrer nofollow" target="_blank"><span>top 7 insights and actions for technical leaders</span></a>, covering everything from upskilling teams to observability best practices. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.datadoghq.com%2Fresources%2Ffuture-of-ai-google-cloud-ebook%2F%3Futm_source=tldrnewsletter%26utm_medium=newsletter%26utm_campaign=dg-coreplatform-ww-ai-google-ebook-tldr/3/0100019b02d625a7-274a9046-bc5f-4bca-8f08-0ddba16fc4cb-000000/a1qNAnCSJ8Palx5xSXEvzkn1NILEdQ1GC6uTKVfbWDU=434" rel="noopener noreferrer nofollow" target="_blank"><span>Read it here</span></a>
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<strong>Has the cost of building software just dropped 90%? (8 minute read)</strong>
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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.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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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.
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