• ChatGPT growth leaks 📈, rise of Reddit search 🔍, Opus 4.6 vs Codex 5.3 👨‍💻

    From TLDR@dan@tldrnewsletter.com to All on Tue Feb 10 11:23:37 2026
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    Sam Altman told employees on Friday that ChatGPT is back to exceeding
    10%=
    monthly growth. The company is preparing to launch an updated Chat
    model= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80= =8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0= =E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2= =A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C=C2=A0=E2=80=8C= =C2=A0


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    TLDR 2026-02-10

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    BIG=
    TECH & STARTUPS

    SAM ALTMAN TOUTS CHATGPT'S REACCELERATING GROWTH TO =
    EMPLOYEES AS
    OPENAI CLOSES IN ON $100 BILLION FUNDING (3 MINUTE READ) [5]=
    =20

    Sam Altman told employees on Friday that ChatGPT is back to exceedi=
    ng
    10% monthly growth. The company is preparing to launch an updated Chat=

    model this week. OpenAI has officially begun testing ads within
    ChatGP=
    T. The company expects ads to make up less than half of its
    revenue long =
    term. Fundraising talks are expected to heat up over the
    next two weeks. =


    AIRPODS PRO 4 COULD FEATURE CAMERAS TO 'SEE AROUND YOU' (2 MINUTE
    =
    READ) [6]=20

    The next AirPods Pro will be able to see its surroundings =
    to provide
    hand gesture recognition and create an enhanced spatial audio=

    experience with the Apple Vision Pro headset. They will be released at=

    the same $249 price as the current model. Apple tends to wait around
    t=
    hree years to make major changes to AirPods, so it is unclear whether
    the=
    company plans to release a new high-end version of the AirPods Pro
    3 or =
    a full-fledged AirPods Pro 4. All AirPods announcements so far
    have been =
    made at Apple's annual iPhone event in September.=20

    =F0=9F=9A=80=20

    =
    SCIENCE & FUTURISTIC TECHNOLOGY

    WHY WOULD ELON MUSK PIVOT FROM MARS T=
    O THE MOON ALL OF A SUDDEN? (6
    MINUTE READ) [7]=20

    SpaceX is pivoting=
    its focus from building a settlement on Mars to
    building a 'self-growing=
    ' city on the Moon. Elon Musk says that a Moon
    settlement could be achiev=
    ed in less than 10 years, whereas Mars would
    take more than 20 years. Spa=
    ceX was founded with the original goal of
    settling Mars. However, focusin=
    g on the Moon, SpaceX is making a
    decision that benefits NASA and the US.=
    =20

    DECODING CHINA'S NEW SPACE PHILOSOPHY (4 MINUTE READ) [8]=20

    Ch=
    ina recently released a plan that lays out its priorities for 2026
    throug=
    h 2030 that contains plenty of ambitious goals for the space
    sector. The =
    country plans to harvest water from space in the
    not-too-distant future, =
    with the next five years focused on tech demos
    on things like robot drill=
    s and in-orbit processing. China's plans
    mention building gigawatt-level =
    space digital infrastructure. It also
    has the beginnings of a new space t=
    ourism industry.=20

    =F0=9F=92=BB=20

    PROGRAMMING, DESIGN & DATA SCIENC=
    E

    FRONT-END AND BACK-END SILOS KILLING YOUR UX? (SPONSOR) [9]=20

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    WRITE-ONLY CODE (12 MINUTE READ) [10]=20

    We are moving toward =
    a future where a large amount of production code
    will never be read by a =
    human. This Write-Only Code future will happen
    when software production s=
    cales beyond human attention. The
    organizations that will succeed in this=
    transition will be the ones
    that invest early in new primitives for trus=
    t, accountability, and
    control. Refusing to adapt will ensure adaptation =
    happens
    accidentally, under pressure, and without intent.=20

    OPUS 4.6=
    , CODEX 5.3, AND THE POST-BENCHMARK ERA (10 MINUTE READ) [11]


    Open=
    AI and Anthropic both recently unveiled the next iterations of
    their codi=
    ng assistants. Benchmarks are getting less and less
    meaningful as coding =
    assistants get better. Over time, the industry
    will develop better ways o=
    f articulating the differences in agentic
    models, but for now, people wil=
    l have to experience them for
    themselves, or read other people's experien=
    ces about them, to track
    frontier models. Consistent testing and clear ar=
    ticulation will be the
    only way to monitor the pace of progress in agenti=
    c capabilities in
    the near future.=20

    =F0=9F=8E=81=20

    MISCELLANEOUS=


    MEET THE ONE WOMAN ANTHROPIC TRUSTS TO TEACH AI MORALS (15 MINUTE
    =
    READ) [12]=20

    Amanda Askell is the resident philosopher at Anthropic. S=
    he spends
    her days learning reasoning patterns and talking to the model t=
    o build
    its personality and address misfires. Her role's aim is to endow=

    Claude with a sense of morality. She's training Claude to detect the
    d=
    ifference between right and wrong while imbuing it with unique
    personalit=
    y traits.=20

    REDDIT SAYS 80 MILLION PEOPLE NOW USE ITS SEARCH WEEKLY (3=
    MINUTE
    READ) [13]=20

    80 million people are now using Reddit search e=
    very week after Reddit
    merged its core search with its AI-powered Reddit =
    Answers. People are
    now starting and completing searches on the platform =
    without ever
    touching Google. Reddit is now the most-cited source in AI-g=
    enerated
    answers. The company sees AI summaries as an opportunity to move=
    users
    into Reddit communities, where they can read discussions, ask
    fo=
    llow-up questions, and participate.=20

    =E2=9A=A1=20

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    OF COURSE THEY'RE PUTT=
    ING ADS IN AI (14 MINUTE READ) [14]=20

    Ads are the best way to bring a =
    service on the internet to the
    largest possible number of consumers.=20
    =

    ELON MUSK'S GO-TO BANKER IS BACK IN ACTION FOR THE SPACEX IPO (3
    MINU=
    TE READ) [15]=20

    Michael Grimes has rejoined Morgan Stanley as chairman=
    of investment
    banking after leaving a year ago to take a role leading th=
    e Commerce
    Department's Investment Accelerator.=20

    OPENAI STARTS TEST=
    ING ADS IN CHATGPT (2 MINUTE READ) [16]=20

    ChatGPT Free and Go users wi=
    ll start seeing ads based on their topic
    of conversation, prior chats, an=
    d previous interaction with ads.=20

    GOOGLE: ACTUALLY, AI HASN'T HURT SE=
    ARCH AT ALL. IN FACT, IT'S
    ACCELERATING IT (5 MINUTE READ) [17]=20

    Go=
    ogle Search revenue growth accelerated every single quarter in
    2025.=20
    =

    STRIPE VALUATION SET TO HIT $140 BILLION IN NEW TENDER OFFER (2
    MINUT=
    E READ) [18]=20

    Stripe has set up frequent tenders since 2024 to let em=
    ployees sell
    shares without going public.=20

    THE HIDDEN DANGER OF SHI=
    PPING FAST (11 MINUTE READ) [19]=20

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    <div style=3D"display: none; max-height: 0px; overflow: hidden;">Sam Altman=
    told employees on Friday that ChatGPT is back to exceeding 10% monthly gro= wth. The company is preparing to launch an updated Chat model&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80= =8C&nbsp;&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;=E2=80=8C&nbsp;= =E2=80=8C&nbsp;=E2=80=8C&nbsp;</div>

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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    We are moving toward a future where a l= arge amount of production code will never be read by a human. This Write-On=
    ly Code future will happen when software production scales beyond human att= ention. The organizations that will succeed in this transition will be the = ones that invest early in new primitives for trust, accountability, and con= trol. Refusing to adapt will ensure adaptation happens accidentally, under = pressure, and without intent.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

    <div class=3D"text-block">
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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    OpenAI and Anthropic both recently unve= iled the next iterations of their coding assistants. Benchmarks are getting=
    less and less meaningful as coding assistants get better. Over time, the i= ndustry will develop better ways of articulating the differences in agentic=
    models, but for now, people will have to experience them for themselves, o=
    r read other people's experiences about them, to track frontier models. Con= sistent testing and clear articulation will be the only way to monitor the = pace of progress in agentic capabilities in the near future.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    </td></tr></tbody></table>



    <table align=3D"center" bgcolor=3D"" border=3D"0" cellpadding=3D"0" cellspa= cing=3D"0" width=3D"100%"><tbody><tr><td class=3D"container" style=3D"paddi= ng-top: 0px; padding-bottom: 0px;">
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    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
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    <div class=3D"text-block">
    <div style=3D"text-align: center;"><strong><h1>Miscellaneous</h1></strong><= /div>
    </div>
    </td></tr></tbody></table>

    <table bgcolor=3D"" style=3D"table-layout: fixed; width: 100%;" width=3D"10= 0%"><tbody><tr><td style=3D"padding:0;border-collapse:collapse;border-spaci= ng:0;margin:0;" valign=3D"top">

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span>
    <strong>Meet the One Woman Anthropi=
    c Trusts to Teach AI Morals (15 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Amanda Askell is the resident philosoph=
    er at Anthropic. She spends her days learning reasoning patterns and talkin=
    g to the model to build its personality and address misfires. Her role's ai=
    m is to endow Claude with a sense of morality. She's training Claude to det= ect the difference between right and wrong while imbuing it with unique per= sonality traits.
    </span>
    </span>
    </div>
    </td></tr></tbody></table>

    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fsearchengineland.com%2Freddit-search-80-million-people-= 468598%3Futm_source=3Dtldrnewsletter/1/0100019c474ae723-34fa6047-2711-463a-= b7d4-887e261e542e-000000/gfw5CUMpfsG_Td2vadoyqW7s8Kna6V5nbrm2d77h7-c=3D444"=

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    le now use its search weekly (3 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    80 million people are now using Reddit = search every week after Reddit merged its core search with its AI-powered R= eddit Answers. People are now starting and completing searches on the platf= orm without ever touching Google. Reddit is now the most-cited source in AI= -generated answers. The company sees AI summaries as an opportunity to move=
    users into Reddit communities, where they can read discussions, ask follow= -up questions, and participate.
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    ds in AI (14 minute read)</strong>
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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.nbcnews.com%2Ftech%2Finternet%2Fopenai-starts-testi= ng-ads-chatgpt-rcna258242%3Futm_source=3Dtldrnewsletter/1/0100019c474ae723-= 34fa6047-2711-463a-b7d4-887e261e542e-000000/OhOOvp5CI4BB-ik_A3iR8gsJQJhqjmb= QZQS6ly3RyP4=3D444">
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    n ChatGPT (2 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    ChatGPT Free and Go users will start se= eing ads based on their topic of conversation, prior chats, and previous in= teraction with ads.
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    </span>
    </div>
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.saastr.com%2Fgoogle-actually-ai-hasnt-hurt-search-a= t-all-in-fact-its-accelerating-it%2F%3Futm_source=3Dtldrnewsletter/1/010001= 9c474ae723-34fa6047-2711-463a-b7d4-887e261e542e-000000/CORisT_8YxwuUUT35MPW= 40ogHLLnQTKrP85DsJ1wIHw=3D444">
    <span>
    <strong>Google: Actually, AI Hasn't=
    Hurt Search at All. In Fact, It's Accelerating It (5 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Google Search revenue growth accelerate=
    d every single quarter in 2025.
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <strong>Stripe Valuation Set to Hit=
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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Stripe has set up frequent tenders sinc=
    e 2024 to let employees sell shares without going public.
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    <table align=3D"center" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" wi= dth=3D"100%"><tbody><tr><td class=3D"container" style=3D"padding: 15px 15px=

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    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
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    nd let the rest be quietly excellent.
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