TLDR

TLDR AI 2026-01-16

China US AI race 🤖, Nvidia’s weakness ⚡, Thinking Machines exodus 👋

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Headlines & Launches

Mobile Apps on Replit (1 minute read)

Chinese AI Developers Say They Can't Beat America Without Better Chips (5 minute read)

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Deep Dives & Analysis

Claude Economic Index Report (51 minute read)

Nvidia's Achilles Heel: Inference (5 minute read)

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Engineering & Research

Sequence Distillation for Efficient Reasoning (GitHub Repo)

Nvidia Speeds up AI Reasoning with Fast-ThinkAct (5 minute read)

Google's TranslateGemma (12 minute read)

On neural scaling and the quanta hypothesis (99 minute read)

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Miscellaneous

How Scientists are Using Claude Code? (8 minute read)

AI is everywhere, but nowhere in recent productivity data (5 minute read)

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Quick Links

Investing in Merge Labs (2 minute read)

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