TLDR 2026-06-29

Healthcare's highest-leverage decision is a brutal data problem. Garner is solving it. (Sponsor)

Which doctor you see is the single biggest factor in your healthcare outcomes — yet there's no transparency into physician performance. Garner ranks doctors on quality and cost across one of the country's largest medical datasets: 320M+ patients, 60B+ claims, 550+ clinical metrics. Unifying messy data, provider attribution, scaling quality metrics — there's no textbook for it. We built the methodology and push it further with AI.

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Big Tech & Startups

SpaceX plans to launch Starlink mobile service in the US (5 minute read)

SpaceX plans to launch a new Starlink mobile service for customers in the US. The company is considering building its own terrestrial mobile network in the country. The new retail offering would put SpaceX in direct competition with Verizon, AT&T, and T-Mobile. Some analysts say that the idea may be a gamble to extract better deals from the company's telecom partners, as it would cost billions of dollars to roll out the required infrastructure.

Zuckerberg Urges Meta to Explore Working With Polymarket and Kalshi (6 minute read)

Meta is building an app that allows people to make bets on practically anything, similar to Polymarket and Kalshi. Arena, which is now a top priority within Meta, will use points instead of real money and is aimed at 18- to 34-year-olds. The company is now actively trying to form partnerships with Polymarket and Kalshi, but it is unclear what kind of arrangement Meta is seeking. If released, Arena will be a stand-alone app, but Meta eventually plans to integrate parts of it into Facebook and Messenger.

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Science & Futuristic Technology

Why the West stopped making land (18 minute read)

Around 8% of the land in the major coastal cities in the US was underwater in the 1890s. Some cities, like Boston and Charleston, have doubled in size by reclaiming land. The demand for land is now higher than ever, but the country has virtually ceased to reclaim any at all. Regulations introduced in the 1970s made it enormously expensive to reshape the landscape. Lifting these legal barriers could mean hundreds of thousands of new homes near the centers of the country's most valuable cities.

Apple and Audi alumni have made a luxe EV based on the moon buggy (4 minute read)

Amble, a European electric car company, has released a $25,000 electric buggy designed for places where a normal car feels out of place. The Amble One has a range of more than 60 miles with a top speed capped at 40 miles per hour. It takes five hours to charge the vehicle from any standard home socket. The vehicle weighs under 450 kilograms, which allows it to drive on public roads in Europe without being treated as a car.

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Programming, Design & Data Science

Using Local Coding Agents (37 minute read)

A local setup is a viable alternative to using proprietary services for many coding workflows. Running agents locally makes them transparent, inspectable, and free to run apart from hardware and electricity costs. This tutorial walks readers through how to set up a production-ready coding agent with a fully local stack. The agent uses a locally served LLM with a coding harness that allows it to read files, make edits, run commands, and verify changes.

Fintech Engineering Handbook (70 minute read)

This handbook describes the most important patterns used in software engineering when money is the primary focus of the system. It aims to provide a comprehensive understanding for people entering fintech, those already in it, and those outside the industry. The guide follows three principles: no invented data, no lost data, and no trust. Money can't be created out of nowhere, everything that happens to money has to be tracked and persisted, and everything must be verified.

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Miscellaneous

TLDR is hiring a Senior PMM ($180k-$225k base + $40-50k annual target bonus, Fully Remote)

We're hiring a senior PMM to own product marketing at TLDR. You'll define our positioning, build out sales enablement, and lead every launch. Learn more.

Intel's Chip Business Shows Signs of Life After Years of Struggle (8 minute read)

Intel was flailing until the US government intervened and took a 10% stake in the company last summer. The company is now showing signs of a turnaround, with its value having more than tripled. Intel has since added big customers like Nvidia and Apple. The AI boom has reshaped the chip market and benefited Intel greatly.

Trump Administration Rolls Back Part of Anthropic Model Ban (3 minute read)

Anthropic is now allowed to serve its Mythos 5 model to trusted companies and government partners. Fable 5 remains restricted and restrictions on Mythos 5 still apply to entities that aren't trusted partners. The US government is racing to implement an executive order recently signed that gives federal cybersecurity officials a say in AI model evaluation. The industry is in limbo and will have to react to case-by-case decisions by the administration until the order is implemented and standards are in place.

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Quick Links

AI Is Making Silicon Valley Productive, Anxious, and Afraid to Log Off (11 minute read)

People using AI agents are working longer hours than before due to anxieties about how AI might advance without them if they log off.

Google is rationing Gemini access to Meta because it cannot provide enough compute (4 minute read)

Meta has told staff to use AI tokens more efficiently and shift to using the company's own Muse Spark model.

Agentics/Tech Things: Tokenmaxxing is dead, long live tokenmaxxing (18 minute read)

Tokenmaxxing the top labs will never stand up to any amount of CFO scrutiny, but using open models may shift the cost-benefit equation.

An “infovore” shares his chats (6 minute read)

Tyler Cowen is a polymath who uses ChatGPT to pursue his endless curiosity.

Defining Taste (3 minute read)

Taste is the ability to consistently make high-quality qualitative judgments where no objective metric exists.

What happened after 2,000 people tried to hack my AI assistant (5 minute read)

Prompt injections are still a real security problem, but defenses are getting better.

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Thanks for reading,
Dan Ni & Stephen Flanders

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Starlink mobile 🛰️, Meta prediction markets 📈, local coding agents 👨‍💻