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Good morning! Samsung just posted a profit most companies would not recognize, one strategist says the party ends by 2028, and three fired OpenAI researchers want a word with the board. Let's get into it.
Fired OpenAI Researchers Write the Board
Three safety researchers let go by OpenAI sent a letter asking the company to protect its ability to monitor how its models reason. OpenAI says the firings had nothing to do with safety concerns.
The 19-Year-Old Behind Cal AI Is Back With $10M
Zach Yadegari sold his last startup to MyFitnessPal and is now building an AI agent that lives on your wrist. The business model is the part that raises eyebrows.
AI research, explained in one morning email
Most of what shapes AI next year is sitting in a research paper today. Keeping up with them is a full-time job, and the abstracts don't help.
TLDR AI is the newsletter that does the translating. Each morning you get the handful of papers worth knowing about, curated by Anthropic and ex-Google engineers, with a plain-English summary of what they found and why it matters.
You come away smarter about AI research in the time it takes to finish your coffee.
Free, and delivered to 1.1M+ inboxes every morning.
An AI Lesson Planner Is Saving Teachers Two Hours a Week
Cornell and Microsoft researchers built a tool that swaps pizza for dosas. More than 1,000 teachers in India tried it, and the results were mixed in one important way.
One Strategist Says the AI Bubble Bursts by 2028
Panmure Liberum's Joachim Klement is calling for the sharpest sell-off since 2008. He is also the most bearish forecaster Bloomberg tracks, and he has changed his mind before.
Samsung's Profit Jumped Nearly Ninefold
The company expects roughly $80 billion in operating profit for one quarter, driven by AI memory chips. The division that makes the money is not the one most people think of.
📚 From the AI Knowledge Hub
Anthropic Stock in 2026 — IPO status, who can legally invest today, and how to spot unauthorized SPV and tokenized offers.
ChatGPT Ads — How ads on the Free and Go tiers work, what they cost, and what early advertiser tests show.
Is the AI Boom a Bubble? — A layer-by-layer look at chip earnings, big tech spending, lab revenue, valuations, and debt.
📢 The Signal Behind the Noise
Samsung's windfall shows AI spending is real today, and Klement's warning asks how long it can last. Persona's ad-funded agent and the OpenAI letter ask a different question: who watches the systems once they are running? Cornell's lesson planner is a reminder that useful AI often comes from careful local work, not a bigger model.
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