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<div style="display: none; max-height: 0px; overflow: hidden;">Google's new Gemini 3.1 Pro is now rolling out in preview. The model's benchmark results show mostly modest improvements </div>
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<h1><strong>TLDR <span id="date">2026-02-20</span></strong></h1>
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<strong>Go from "we don't support SSO" to Enterprise Ready in a weekend (Sponsor)</strong>
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Every B2B company hits the same inflection point — enterprise customers show up and they need SSO, directory sync, audit logs, and role-based access before they'll move forward. Most teams lose months building that infrastructure. It doesn't have to be that way.<br><br>With <a class="in-cell-link" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2F%3Futm_source=tldr%26utm_medium=newsletter%26utm_campaign=q12026/3/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/UPf7VHdg_NceRYs3fPELfYg4CtmwwSmY_yQEaiy7wgY=445" rel="noopener noreferrer nofollow" target="_blank"><span>WorkOS</span></a> you get all of it. One platform for auth, identity, and security. Infrastructure for teams that ship fast and stay fast.
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<strong>Google announces Gemini 3.1 Pro, says it's better at complex problem-solving (2 minute read)</strong>
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Google's new Gemini 3.1 Pro is now rolling out in preview. The model's benchmark results show mostly modest improvements. The updated model is now available in AI Studio and the Antigravity IDE. Enterprise users will see the model in Vertex AI and Gemini Enterprise, and regular users can use it in both the Gemini app and NotebookLM. The API costs for developers have not changed, nor has the context window.
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<strong>Amazon Dethrones Walmart as World's Biggest Company by Sales (3 minute read)</strong>
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Amazon is now the biggest global company by revenue. Walmart was previously the leader for more than a decade. Jeff Bezos had carefully studied Walmart's founder, Sam Walton, and embedded many of his business strategies while building Amazon. Amazon's revenue increased at almost 10 times the pace of Walmart's over the past decade. Amazon is the biggest online retailer, attracting 2.7 billion visits to its websites and mobile apps each month, while Walmart is the biggest physical retailer in the world, with more than 10,000 stores and shopping clubs globally.
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<strong>The Fickleness of Scaling Laws (24 minute read)</strong>
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Scaling laws have defined tech in the last five years. Large language models have demonstrated consistent returns to scaling. However, these 'laws' apply to very few other fields. Little work has been done to systematically understand, in theory or in general, what causes scaling laws or determines their slope and robustness. This article looks at what causes scaling laws, what their preconditions are, when they stop, why they have worked in some fields but not others, and more.
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<strong>Research note: Five lessons from having helped run an AI-Biology RCT (6 minute read)</strong>
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Almost everyone agrees that AI policy should be evidence-based. However, science is often messy and full of caveats, which doesn't fit well with policymakers' demands for clean answers. Many AI benchmarks have saturated and can no longer give a clear 'no' on risks. Experiments show how much we still have to learn. We need to spend less time proving that today's AIs are safe and more time figuring out how to tell if future AIs are dangerous.
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AI should be treated as an amplifier of human capacity rather than a replacement. AI can still act autonomously with specific tasks, but in a way that is an extension of human decision-making and context. This allows humans to do dramatically more work, more sustainably, with less injury and fatigue. The AI industry's dream of having a fully autonomous AI employee is seductive, but it will likely set us up for disappointment.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.ben-evans.com%2Fbenedictevans%2F2026%2F2%2F19%2Fhow-will-openai-compete-nkg2x%3Futm_source=tldrnewsletter/1/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/i10xARmgCj-R3EyC2PiyogKMqvqFYe2hZbebAIeGL4w=445">
<span>
<strong>How will OpenAI compete? (24 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
OpenAI's technology isn't unique. While it has a big userbase, there is limited engagement and stickiness, and no network effects. Its competitors have matched its technology and are leveraging their product distribution. Executing better than everyone else is certainly an aspiration, but it isn't a strategy.
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<strong>ByteDance Building Out Artificial Intelligence Team in US (5 minute read)</strong>
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ByteDance is hiring nearly 100 employees for its AI division in the US. The company's AI team, called Seed, was established in 2023 and has labs across the US, Singapore, and China. The open roles include various job responsibilities such as producing international data, advancing ByteDance's text, image, and video generation tools, AI research, and building models for drug discovery and design. The company's recent AI launches have thrust it into the spotlight in the US. There has been some controversy over the data used to train its models.
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<h1><strong>Quick Links</strong></h1>
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<strong>Tool overload got your head spinning? (Sponsor)</strong>
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Tech stack complexity is out of control, and the last thing you need is a bigger ‘stack'. Microsoft Azure gives you a unified view of applications, cloud resources, and AI—so you can ship more software with less open tabs. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2F8099DN/1/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/8hvKs8GIh6KrESFQoEaTxne23wI0fX0rZ4FcN8kPVL8=445" rel="noopener noreferrer nofollow" target="_blank"><span>Simplify with Azure</span></a>
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<strong>Meta's metaverse is going mobile-first (1 minute read)</strong>
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Meta is separating its Quest VR platform from its Worlds platform, shifting the focus of Worlds to be almost exclusively mobile.
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<strong>Theft of Trade Secrets Is on the Rise—and AI Is Making It Worse (4 minute read)</strong>
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There were around 1,500 federal trade secrets cases filed in the US last year, up 20% from the previous year.
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<strong>There Is No Product (12 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Software that can be generated in a weekend is disposable inventory, not something you can build a startup around.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fweightythoughts.com%2Fp%2Fwhite-collar-apocalypse-isnt-around%3Futm_source=tldrnewsletter/1/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/Fn9zHhbRVw2x_PiKg-sfKN1XO2VvIX1n_ONKES8p5Q0=445">
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<strong>White-Collar Apocalypse Isn't Around the Corner—But AI Has Already Fundamentally Changed the Economy (20 minute read)</strong>
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The productivity gains from AI are real, but it won't be catastrophic, as it will just devalue mechanical skills while elevating judgment skills.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftomtunguz.com%2F9-observations-using-ai-agents%2F%3Futm_source=tldrnewsletter/1/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/brd_KZIR1JK53sfgTbl5-Uw-o-Cw7SOGW3fRLAgAL8w=445">
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<strong>Building with AI Agents (3 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Nine observations from building with AI agents over the last year.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.danhock.co%2Fp%2Fthe-software-shakeout-what-is-durable%3Futm_source=tldrnewsletter/1/0100019c7ac6ac97-9d2caf03-4a0a-4862-a1d9-9e4bf52d936b-000000/fAr_zrNhq5zO2bYdO4cOIPb8mCUpKfOvai6jb4rkr4o=445">
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<strong>The Software Shakeout: What Is Durable and What Is Not in the Age of AI? (13 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The most value has always historically accrued to the companies that did the hardest things.
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