Tesla's new compact SUV will be priced substantially lower than the
Model 3. It will measure about 14 feet in length and weigh
approximately 1.5
tons
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TLDR
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TLDR 2026-04-10
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BIG TECH & STARTUPS
AMAZON CEO TAKES AIM AT NVIDIA, INTEL, STARLINK, MORE IN ANNUAL
SHAREHOLDER LETTER (3 MINUTE READ) [5]
Amazon CEO Andy Jassy recently published an annual shareholder letter
that takes aim at several competitors, including Microsoft, Intel,
Nvidia, Starlink, and OpenAI. Demand for Amazon's newest chip,
Trainium 3, is so high that it is nearly sold out. AWS' homegrown CPU, Graviton, is now used expansively by 98% of the top 1,000 EC2
customers. Amazon Leo, scheduled to launch in mid-2026, is already
succeeding. AWS plans to spend $200 billion on capex in 2026, mostly
on building out data centers.
TESLA (TSLA) REPORTEDLY DEVELOPING NEW SMALLER, CHEAPER EV AFTER
KILLING MODEL 2 (4 MINUTE READ) [6]
Tesla's new compact SUV will be priced substantially lower than the
Model 3. It will measure about 14 feet in length and weigh
approximately 1.5 metric tons. Tesla plans to use a smaller battery
pack and a single electric motor. Production will be based in
Shanghai, but it is unlikely to begin in 2026.
¨
SCIENCE & FUTURISTIC TECHNOLOGY
HOW NASA BUILT ARTEMIS II'S FAULT-TOLERANT COMPUTER (6 MINUTE READ)
[7]
The changes from Apollo to Artemis represent a massive leap in
software complexity. Today's software manages every thermal valve and
power relay, making it a challenge to ensure the software remains
synchronized and valid while under a barrage of cosmic radiation. This
article discusses Orion's zero-tolerance architecture and how it
offers a preview of a future where mainstream computing can achieve
the same always-on resilience required for space.
CLINICAL TRIAL SHOWS GENE EDITING WORKS FOR B-THALASSAEMIA, TOO (5
MINUTE READ) [8]
á-Thalassaemia, a disease closely related to sickle-cell anemia, is
caused by a large range of mutations, so it can't be fixed with a
single editing system. Researchers took an approach that involved
reactivating the fetal version of the gene, which has a higher
affinity for oxygen than normal hemoglobin. Editing the gene in
patient stem cells and transplanting them back resulted in the
patients' hemoglobin levels rising. All patients in the trial saw side
effects, but they met the trial's key success metric of going over six
months without needing a transfusion to control their disease.
¨
PROGRAMMING, DESIGN & DATA SCIENCE
THE FULL-STACK DEVELOPER PLATFORM TO BUILD REAL-TIME AI HUMANS
(SPONSOR) [9]
Build customizable real-time AI humans [10] that see, listen, react,
and remember, and deploy them in any app or website in minutes.
Already powering Amazon, Mayo Clinic, and Salesforce in production.
Tavus trains cutting-edge models that give interactive AI personas
real-time perception, emotional intelligence, evolving memory, and
natural conversation timing- sub-200ms, 42+ languages, one API.
TLDR exclusive: 250 free credits + 3 replicas to start building [10]
WHAT ARE YOUR PROGRAMMING "HUNCHES" YOU HAVEN'T YET INVESTIGATED?
(LOBSTE.RS THREAD) [11]
This thread discusses programming hunches on where certain aspects of
a problem could be better solved by another solution. These hunches
often create room for interesting discussions or new ways to think
about problems.
WE BUILT EVERY EMPLOYEE AT RAMP THEIR OWN AI COWORKER (11 MINUTE
READ) [12]
Ramp hit 99% adoption of AI tools across the company, but most people
were stuck as they had no idea how to improve their setup. This made
the company decide to build its own AI productivity suite to make
every employee an AI power-user without the pain of having to
configure their environment. Owning its AI infrastructure is a
competitive advantage for Ramp. It helps the company learn faster,
build better AI-native products, and deliver better outcomes for
customers.
¨
MISCELLANEOUS
OPENAI SLAMS ANTHROPIC IN MEMO TO SHAREHOLDERS AS ITS LEADING AI
RIVAL GAINS MOMENTUM (5 MINUTE READ) [13]
OpenAI plans to have 30 gigawatts of compute by 2030. Anthropic is
expected to have roughly seven to eight gigawatts by the end of 2027.
OpenAI recently sent a memo to investors saying that Anthropic was
operating on a meaningfully smaller curve, characterizing the company
as compute-constrained. Both Anthropic and OpenAI are gearing up for
IPOs, potentially this year. They have to convince investors that they
have sustainable business models that can withstand the pressure of
going up against cash-rich rivals.
JUDGING BY MY TL THERE IS A GROWING GAP IN UNDERSTANDING OF AI
CAPABILITY (3 MINUTE READ) [14]
Many people used ChatGPT when it first came out and then stopped.
These people's opinions of AI capabilities are outdated. People who
pay for AI and use it professionally are the ones who see the frontier
of the technology. This group is subject to the highest amount of 'AI Psychosis' because the recent improvements in these domains have been
nothing short of staggering.
¨
QUICK LINKS
THE TOP COMPANIES IN THE WORLD (CLAY, DOORDASH, WHOOP, PERPLEXITY)
ARE USING AI TO LISTEN TO THEIR CUSTOMERS. ARE YOU? (SPONSOR) [15]
Unwrap's customer intelligence platform [16] connects your entire
organization to the true voice of the customer with AI-driven insights
from all your feedback, delivered proactively to you.
The team is offering trials to TLDR subscribers. Grab time with the
team to get set up [4]!
OPENAI LOOKS TO TAKE ON ANTHROPIC WITH $100 PER MONTH CHATGPT PRO SUBSCRIPTIONS (2 MINUTE READ) [17]
There are now five ChatGPT subscription tiers: Free, Go, Plus, the
$100 per month Pro level, and a $200 per month Pro tier.
META COMMITS TO SPENDING ADDITIONAL $21 BILLION WITH COREWEAVE AS AI
COSTS KEEP RISING (3 MINUTE READ) [18]
The new agreement will run from 2027 to 2032.
INSIDE THE RACE TO PROTECT SUBMARINE CABLES FROM SABOTAGE (8 MINUTE
READ) [19]
It's relatively easy to cut underwater cables, and there's no
foolproof way to defend them.
TLDR IS HIRING A SENIOR SOFTWARE ENGINEER, APPLIED AI ($250K-$350K,
FULLY REMOTE) [20]
TLDR's Applied AI team is tasked with making every process at TLDR
legible to code, runnable by anyone, and composable into larger
workflows. Join a small, fast moving team using the latest AI tools
with an unlimited token budget. Learn more [21].
LET'S TALK ABOUT LLMS (40 MINUTE READ) [22]
Large language models might be another vaporware hype cycle, or it
might be a dot-com-style bubble, but everyone seems to agree we're in
the middle of something.
ANTHROPIC LAUNCHES CLAUDE COWORK IN GENERAL AVAILABILITY (1 MINUTE
READ) [23]
Claude Cowork is now in general availability with new organization
controls designed to give admins more oversight and flexibility.
WILL I EVER OWN A ZETTAFLOP? (3 MINUTE READ) [24]
The biggest bottleneck to owning a zettaflop is power.
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If you have any comments or feedback, just respond to this email!
Thanks for reading,
Dan Ni [31] & Stephen Flanders [32]
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[4]
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[5]
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[6]
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[7]
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[12]
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[13]
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[14]
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[17]
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[18]
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[24]
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