TLDR 2025-12-10

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Meta is currently pursuing a Llama successor codenamed Avocado. The model is expected to be released before the end of this year. Meta seems to have shifted from its open source stance - Avocado could be a proprietary model. Some people at Meta were reportedly upset that DeepSeek used pieces of Llama's architecture in its R1 model, so the company decided to overhaul its strategy.

SpaceX is moving ahead with plans for an initial public offering that could raise significantly more than $30 billion. It is targeting a valuation of about $1.5 trillion for the entire company. SpaceX's management and advisors are pursuing a listing as soon as mid-to-late 2026. The company is expected to produce about $15 billion in revenue in 2025, increasing to up to $24 billion in 2026.

Superpower is a 42MW natural gas turbine optimized for AI datacenters. Built by Boom Supersonic, Superpower is launching with a 1.21GW order from Crusoe. Boom is vertically integrating manufacturing. It plans to build a new Superfactory in Denver to make 2GW/year of turbines from raw materials.

Elon Musk says that Tesla will remove safety monitors from the passenger seats of Tesla Robotaxi vehicles in about three weeks. Passengers are currently able to use the safety monitor to take control at any time. The three-week timeline means it is possible for the driverless Teslas to be operating by the end of the year.

One of the biggest reasons AI adoption stalls is because teams aren't properly trained. This AI Training Checklist from You.com highlights common pitfalls and guides you to build a capable, confident team that can make the most out of your AI investment.

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Coding assistants allow anyone to become a 10x engineer. However, it is the 0.1x engineers who will soon be the most valuable. These engineers carefully curate code and set the right patterns rather than prompting to add code. It is really easy to add bloat to a code base, but really hard to differentiate dead code from LLM slop leftovers.

AI adoption is a side quest for every engineering leader in the current era. This guide shows how Imprint worked on the problem. You have to be using the tools if you want to lead an internal AI initiative. Real AI adoption on real problems is a complex blend of domain context on the problem, domain experience with AI tools, and old-fashioned IT issues. Model selection matters a lot.

OpenAI has hired Slack's CEO, Denise Dresser, as its chief revenue officer. Dresser will oversee OpenAI's global revenue strategy across both customer success and enterprise. She was an executive at Salesforce for more than a decade before being named as Slack's CEO in 2023. OpenAI is on track to reach more than $20 billion in annualized revenue run rate this year. It plans to grow to hundreds of billions in sales by 2030.

Companies only hire people because they can't do all of the work themselves. If every founder could handle all of the tasks themselves, there wouldn't be anywhere near the number of jobs we have today. The only reason the current labor market exists is because there's a group of founders/owners who need help producing their goods and services. These people aren't required to hire anyone, and the moment they can do the work themselves, they will.

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Model builders and vibe coding platforms have 34% fewer 'product manager' titles as a share of open roles.

The Index 01 ring can only capture voice notes.

iMessage's architecture makes it veto-proof with cellular carriers and hard to block in authoritarian countries.

Open source only works when we agree on what the term means.

The current job market isn't very appealing, not like there are that many jobs available for people not yet established in their field.

It is important to acknowledge the gap in compensation among teams to ensure that work is produced at a net-positive for the organization.