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<div style="display: none; max-height: 0px; overflow: hidden;">The strategy to keep OpenAI ahead involves getting people to use its products, keeping them there, and serving the use cases they want </div>
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<h1><strong>TLDR <span id="date">2025-12-22</span></strong></h1>
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<strong>Delve Shipmas Day 1 (Sponsor)</strong>
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Welcome to Delve Shipmas—5 days of incredible product launches to bring your team the cheer they really need.<p></p><p><strong>Day 1: Delve's </strong><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fdelve.co%2Fbook-demo%3Futm_source=tldr%26utm_medium=newsletter%26utm_campaign=tldr-primary-dec22-25/3/0100019b45c9211c-991cf75f-a9a3-4ebe-bad8-fde80c162f07-000000/qaA5ffGhVgf8D83JW-gspV_xIaSNkFqyTAUlm6g9Feo=436" rel="noopener noreferrer nofollow" target="_blank"><span><strong>AI copilot</strong></span></a><strong> for compliance</strong>
<br>Ever been tired, stuck, and miserably documenting something it feels like AI was born to do? AI finally delivered.</p>
<p>Delve's AI copilot understands your entire tech stack and tells you exactly what to do next. Just ask it "What's my next step? Take me there" and watch Copilot read your screen and <em>start doing tasks for you.</em>Congrats, you've found the light at the end of the tunnel. Join Wisprflow, 11x, Bland, and more in the future of compliance with Delve.
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<h1><strong>Big Tech & Startups</strong></h1>
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<strong>Sam Altman on OpenAI's Plan to Win, AI Personalization, Infrastructure Math, and The Inevitable IPO (50 minute read)</strong>
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Sam Altman recently appeared on Big Technology Podcast to discuss OpenAI's strategy to win, where the product lineup is going in the coming year, how OpenAI's over $1 trillion in AI infrastructure commitments make sense, and the company's future plans for AI devices and AI cloud. The strategy to keep OpenAI ahead involves getting people to use its products, keeping them there with the best models, serving the use cases they want with reliable compute, then expanding into areas like enterprise and hardware. The full conversation, along with links to the audio, is available in the article.
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<strong>Tesla Wins Final Court Fight Over Elon Musk's Pay Package (7 minute read)</strong>
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Tesla won its fight over Elon Musk's record-breaking pay package approved by shareholders in 2018. The Delaware Supreme Court said the lower court's ruling would have deprived Musk of compensation for several years of work, so he should get the full pay package. Musk's 2018 stock options have grown in value to $139 billion. It was initially valued at more than $2.3 billion, already shattering previous compensation records.
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<strong>US Plans Largest Nuclear Power Program Since the 1970s (6 minute read)</strong>
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The Trump administration launched a partnership in October to build at least $80 billion worth of new, large-scale nuclear reactors. The money will support the construction of a type of pressurized water reactor developed by Westinghouse that can generate about 1,110 megawatts of electric power. The partnership includes profit-sharing mechanisms that will give the US government some of the upside if the initiative succeeds.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.pcgamer.com%2Fhardware%2Fprocessors%2Fex-asml-workers-reverse-engineered-state-of-the-art-chipmaking-machines-to-get-china-far-closer-than-previously-thought-to-independence-from-foreign-tech%2F%3Futm_source=tldrnewsletter/1/0100019b45c9211c-991cf75f-a9a3-4ebe-bad8-fde80c162f07-000000/QoBxuOf4tG91nP2W097kO7xHvJlCpTUwU74YGrp7vuo=436">
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<strong>Ex-ASML workers reverse-engineered state of the art chipmaking machines to get China far closer than previously thought to independence from foreign tech (6 minute read)</strong>
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China reportedly has a prototype EUV chipmaking machine. While it has not yet produced a working chip, it is apparently creating EUV light. The machine is expected to produce its first chip in 2028. The Dutch company ASML had previously been the sole producer of EUV machines.
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<h1><strong>Programming, Design & Data Science</strong></h1>
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<strong>DJI's Nightmare: World's First Immersive VR-Style 360 Drone Out Now (Sponsor)</strong>
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<strong>The Big-O Complexity of Vibe Coders (4 minute read)</strong>
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Efficiency becoming a metric will create pressure and cause exploration to look wasteful. High-token sessions will start to look sloppy. Over time, AI will turn into another optimization target, and eventually into something that people virtue signal about rather than something that reflects real impact. Some of the most valuable work exists in the messy, high-token exploratory phase that resists easy measurement.
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<strong>Design is more than code (9 minute read)</strong>
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Design is about finding the right problem, the right intent, and the right vision. The features you design and build today should be considered a step toward that vision. Without the right context and goal, you could be iterating toward a direction that wasn't chosen intentionally. The industry is not very patient, but that doesn't mean you should devalue the why behind your designs in favor of output.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<strong>Ellison's Hardball Warner Bros. Tactics Gave Netflix an Opening (14 minute read)</strong>
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2025 was a strong and eventful year of progress in LLMs.
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