TLDR AI 2026-02-05

Inside Codex ⚙️, Gemini’s growth 📈, AI eats SaaS 📉

Who's actually reviewing all that AI-generated code? (Sponsor)

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Headlines & Launches

Google's Gemini app has surpassed 750M monthly active users (2 minute read)

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Deep Dives & Analysis

Inside the Codex App Server (22 minute read)

AI Is Finally Eating Software's Total Market: Here's What's Next (10 minute read)

Kimi K2.5 (17 minute read)

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Engineering & Research

Windsurf Tab v2: 25-75% more accepted code with Variable Aggression (7 minute read)

Claude and Codex are now available in public preview on GitHub (4 minute read)

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Miscellaneous

Owning a $5M data center (7 minute read)

Why Nvidia builds open models with Bryan Catanzaro (64 minute read)

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Quick Links

Claude Will Remain Ad-Free (3 minute read)

Manus Evolve (GitHub Repo)