TLDR 2026-06-02

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Big Tech & Startups

Nvidia Introduces First PCs Designed for AI Agents (6 minute read)

Nvidia has unveiled prototypes of a new generation of PCs designed for running AI agents. The new PCs will use a newly designed version of Nvidia's signature AI chips. There will be about 30 laptop models and 10 desktop models from Dell, Lenovo, Microsoft, HP, Asus, and MSI. PCs with the new chip will be targeted at the premium end of the market.

Anthropic Files to Go Public in Blockbuster Year for IPOs (5 minute read)

Anthropic has filed confidentially for an initial public offering that could see it go public this fall. This year is set to be a blockbuster year for IPOs. SpaceX is preparing to stage what is likely to be the largest IPO ever next week. OpenAI is also preparing for an IPO.

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Science & Futuristic Technology

Moderna gets $50 million to develop mRNA Ebola vaccine against Bundibugyo (3 minute read)

The Coalition for Epidemic Preparedness Innovations (CEPI) has pledged a little over $60 million to accelerate the development of three vaccine candidates against the Bundibugyo ebolavirus (BDBV). There are currently two licensed vaccines against Ebola, but they both target a different strain. The lack of medical interventions is allowing the virus to spread out of control in the Democratic Republic of the Congo. The disease is spreading in an area with armed conflict, large population mobility, and significant need for humanitarian assistance.

BYD plans to bring all-solid-state batteries to EVs by 2027, but it's not alone (4 minute read)

Several EV manufacturers plan to deploy vehicles with all-solid-state batteries in just a few months. The technology enables a driving range of over 1,000 kilometers. The first models to launch with the new battery technology will likely come from BYD's high-end sub-brands before trickling down to mass-market vehicles. Other manufacturers racing to introduce next-generation EV batteries include SAIC Motor and Changan Automobile.

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Programming, Design & Data Science

Is your payments provider scaling with you, or against you? (Sponsor)

Managing spend? Driving loyalty? Expanding globally? Your customers won't compromise on a reliable experience, and you shouldn't compromise on scale or flexibility. Marqeta gives you the best of both. Choose a payments partner that helps you deliver bigger and better. See what's possible.

Rethinking Search as Code Generation (34 minute read)

Perplexity's Search as Code (SaC) is a new search architecture that empowers models to reach into the search stack itself rather than merely consume the final outputs. It exposes the components of the search stack as primitives within an SDK that can be assembled on demand through code generation and execution within a secure sandbox into retrieval pipelines tailored to specific requests. This article describes SaC's design and implementation and provides benchmark results. SaC establishes a new cost performance frontier for agent search.

The mathematics of multi-tenancy (9 minute read)

An S3 customer's bucket migration resulted in a swarm of 503 errors coming from S3 due to the way S3 prevents users from explicitly defining partitions. S3 doesn't let users control partitioning because it would result in unpredictable usage patterns. This article looks deeper into the reasons why multi-tenancy works for S3 and presents a statistical model for better understanding multi-tenancy.

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Miscellaneous

The Newest Instagram "Exploit" is the Goofiest I've Seen (3 minute read)

The recent slew of Instagram account takeovers was due to the exploitation of a simple vulnerability. Attackers simply tried to log onto target accounts using a VPN in a location close to the target and then told the Meta support AI that the account was hacked and to send verification codes to another email. There were no checks to see whether the emails belonged to the accounts. The vulnerability seems to have been patched, but it was exploited to take over accounts to be flipped or used for propaganda.

Why It Matters if OpenAI or Anthropic Wins the IPO Race (5 minute read)

Research has shown that IPOs tend to come in industry clusters. Companies listed later in a cycle don't tend to perform as well. Even in a hot market, there's only so much money going around. The first company that goes up is likely to absorb more of the increasingly scarce capital.

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Quick Links

1 free month of the AI that makes your meeting notes awesome (Sponsor)

Granola doesn't just transcribe your meetings. It builds on your notes to give you rich call summaries, no awkward meeting bot required. 1 month free with code: TLDR1MO

Intel: Our upcoming AI chip will be cheaper, run cooler than Nvidia, AMD options (3 minute read)

Intel's new Crescent Island graphics processing unit uses cheaper memory and cooling technology to speed up inference tasks.

Blue Origin launchpad damaged in rocket explosion may not be restored until 2028, NASA's Isaacman says (4 minute read)

The incident will impact Blue Origin's customers, including NASA, Amazon, and AST SpaceMobile.

Lean, not backpressure (2 minute read)

Lean manufacturing focuses on waste reduction and managing the unstable input of people.

Be TLDR's first VP Marketing ($300k-$400k, Fully Remote)

TLDR is hiring a VP of Marketing to scale growth, pipeline, and brand across 8M+ subscribers, 13 newsletters, and advertisers like AWS, Google Cloud, Microsoft, and Anthropic. Apply here.

SpaceX Reserves Up to 5% of IPO Stock for Staff and Friends (2 minute read)

The company's friends and family list will not be subject to a lock-up restriction.

Microsoft and Google are late to AI coding, but ‘absolutely critical' they compete for growth (9 minute read)

The AI code tools market is predicted to expand to roughly $30 billion by 2031.

Remote work - not AI - has sidelined recent college graduates, research finds (5 minute read)

Companies are less likely to hire recent college graduates into roles that can be done remotely.

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Dan Ni & Stephen Flanders

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Anthropic IPO 💰, Nvidia AI PCs 💻, search as code gen 👨‍💻