• Jane Street vs Bitcoin 🪙, AGI career decisions 💼, Vercel Chat SDK 🤖

    From TLDR@dan@tldrnewsletter.com to All on Thu Feb 26 11:27:24 2026
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    Beginning in late 2024 and accelerating through 2025, Bitcoin's price
    exp=
    erienced sudden and sharp sell-offs every trading day at 10 AM
    Eastern= =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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    =20

    =09=09TOGETHER WITH [Datadog] [4]

    TLDR 2026-02-26

    DATADOG=
    RESEARCH: MOST CLOUD WORKLOADS ARE USING LESS THAN HALF THEIR
    ALLOCATED =
    RESOURCES (SPONSOR) [4]=20

    Datadog's 2025 State of Containers and Serve=
    rless report [4] analyzed
    real usage data from tens of thousands of custo=
    mers across AWS, Azure,
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    The report covers 10 findi=
    ngs [4] on how container and serverless
    adoption is shifting =E2=80=94 in=
    cluding:

    1=EF=B8=8F=E2=83=A3 KARPENTER OVERTOOK CLUSTER AUTOSCALER for=
    K8s node
    provisioning, jumping from ~11% to 34% share in two years.
    =

    2=EF=B8=8F=E2=83=A3 GPU INSTANCE HOURS TRIPLED since late 2023 as teams =
    spin up
    inference servers like vLLM and Triton for AI workloads.

    3=
    =EF=B8=8F=E2=83=A3 ARM USAGE DOUBLED across both Lambda functions (9% = =E2=86=92 19%)
    and cloud instances (9% =E2=86=92 15%).

    Download the =
    full report to see all 10 findings [4]

    =F0=9F=93=B1=20

    BIG TECH & S=
    TARTUPS

    THE 10 AM DROP: HOW JANE STREET BROKE BITCOIN'S PRICE (13 MIN=
    UTE
    READ) [5]=20

    Beginning in late 2024 and accelerating through 2025=
    , Bitcoin's price
    experienced sudden and sharp sell-offs every trading da=
    y at 10 AM
    Eastern, coinciding with the US stock market open. The drops w=
    ere
    precise, algorithmic, and wildly disproportionate to the broader
    ma=
    rket conditions. They wiped out leveraged long positions, triggered
    casca=
    ding liquidations, and then reversed within hours. These dumps
    stopped th=
    e moment Jane Street had lawyers looking over its shoulder
    due to the Ter=
    raform Labs lawsuit, and they started again in Q3 2025
    when the heat died=
    down.=20

    ANTHROPIC'S PENTAGON SHOWDOWN IS ABOUT MORE THAN AI GUARDRAIL=
    S (16
    MINUTE READ) [6]=20

    Anthropic has the most constrained use age =
    policy of all of the AI
    companies working on US military applications. It=
    has a host of
    limitations on the use of its technology intended to preve=
    nt broader
    societal harm that includes core tenets such as 'Do Not Develo=
    p or
    Design Weapons' and 'Do Not Compromise Computer or Network Systems'.=

    However, there are signs that the company's safety commitments are
    sli=
    pping. The Pentagon's threat to potentially remove Anthropic from
    the sup=
    ply chain could be almost fatal to the business.=20

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

    S=
    CIENCE & FUTURISTIC TECHNOLOGY

    ALPHABET-OWNED ROBOTICS SOFTWARE COMPA=
    NY INTRINSIC JOINS GOOGLE (3
    MINUTE READ) [7]=20

    Alphabet-owned robot=
    ics company, Intrinsic, is joining Google to
    unlock the promise of physic=
    al AI for a much broader set of
    manufacturing businesses and developers. =
    It will remain a distinct
    entity within Google but work closely with Goog=
    le DeepMind and tap
    into Google's Gemini AI models and cloud services. In=
    trinsic announced
    a joint venture with Foxconn in October that involves t=
    he two
    companies working together on general-purpose intelligent robots t=
    o
    transform how electronics are manufactured, with the goal of full
    fac=
    tory automation. The company is now working towards those goals
    with clos=
    er collaboration with Google's AI prowess.=20

    WAYVE, AN AI DRIVERLESS C=
    AR START-UP IN EUROPE, RAISES $1.2 BILLION
    (4 MINUTE READ) [8]=20

    Way=
    ve has raised $1.2 billion in a deal that values the London-based
    autonom=
    ous vehicle software startup at $8.6 billion. The funding,
    which could gr=
    ow to $1.5 billion if it hits certain performance
    targets, is one of the =
    largest amounts raised by a European startup.
    Wayve expects to have its d=
    riverless taxis on the road for customers
    this year through a commercial =
    trial with Uber. Consumer vehicles
    incorporating its technology will be a=
    vailable to buy by 2027.=20

    =F0=9F=92=BB=20

    PROGRAMMING, DESIGN & DAT=
    A SCIENCE

    40%+ OPEN RATES. 6M+ TECH PROFESSIONALS. ADD TLDR TO YOUR M=
    EDIA MIX.
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    TLDR reaches developers and technical deci=
    sion makers across 12
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    ap it can't. See
    how TLDR compares. [9]=20

    TESTS ARE THE NEW MOAT (4 =
    MINUTE READ) [10]=20

    Software contracts, tests, and API surface area ar=
    e becoming more
    valuable as AI becomes better at cloning people's work. T=
    his clashes
    with the incentives of commercialized open source work. Previ=
    ously,
    the overhead of writing, understanding, and maintaining the code=

    itself was important. However, clearly defining and communicating open=

    source software's APIs makes it easier for AI to clone work.=20

    NPM =
    I CHAT =E2=80=93 ONE CODEBASE, EVERY CHAT PLATFORM (1 MINUTE READ) [11]
    =


    Vercel's new Chat SDK lets teams write bot logic once and deploy to=

    Slack, Microsoft Teams, Google Chat, Discord, GitHub, and Linear. Its
    =
    event-driven architecture includes type-safe handlers for mentions,
    messa=
    ges, reactions, button clicks, and slash commands. The SDF
    enables teams =
    to build user interfaces using JSX cards and modals that
    render natively =
    on each platform. It handles distributed state
    management using pluggable=
    adapters for Redis, ioredis, and in-memory
    storage.=20

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

    MISCELLANEOUS

    SOFTWARE COMPANIES BUYING SOFTWARE: A STORY O=
    F ECOSYSTEMS AND VENDORS
    (12 MINUTE READ) [12]=20

    Several things are =
    happening in software: a lot more startups with
    super-fast revenue growth=
    are popping up, margins are thinner,
    engineering inequality is growing, =
    and digital natives had a bunch of
    layoffs. This is all a direct corollar=
    y of the platformization of
    software, and it will continue. What's happen=
    ing is expected - it just
    took some time to happen. The software industry=
    is now much bigger
    than it was a decade ago, and AI is creating a ton of=
    FOMO.=20

    PRODUCTIVITY: THE EVIDENCE IS MIXED, BUT THE PATTERN IS CLEAR=
    (2
    MINUTE READ) [13]=20

    AI increases productivity on well-scoped tas=
    ks where errors are
    detectable. This breaks down when tasks get harder. W=
    hen AI agent
    output is scored algorithmically, it looks moderately capabl=
    e, but
    when scored holistically, performance drops substantially. Estimat=
    es
    about AI's effect on productivity drop when task reliability is
    fact=
    ored in.=20

    =E2=9A=A1=20

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    HOW CLOUDFLAR=
    E REBUILT NEXT.JS WITH AI IN ONE WEEK (10 MINUTE READ)
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    vinext=
    is a drop-in replacement for Next.js built on Vite for about
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    THE LAST GASPS OF THE RENT SEEKING C=
    LASS (4 MINUTE READ) [16]=20

    The US economy built a giant rent-extracti=
    on layer on top of human
    limitations over the past fifty years, with tril=
    lions of dollars of
    enterprise value depending on increased friction.=20
    =

    THE ALGORITHM THAT POWERS YOUR X (TWITTER) POST (11 MINUTE READ) [17]=



    This article looks at what X's algorithm does, how its components=
    fit
    together, and why the xAI Engineering Team made the design choices=

    they did.=20

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    TWO BELIEFS ABOUT CODING AGENTS (5 MINUTE READ) [20]=20

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    'AWS FOR EVERYTHING' VS. 'SHEIN FOR EVERYTHING' (21 MINUTE READ) [2=
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    EVERYTHING ANNOUNCED AT SAMSUNG UNP=
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    <div style=3D"display: none; max-height: 0px; overflow: hidden;">Beginning =
    in late 2024 and accelerating through 2025, Bitcoin&#039;s price experience=
    d sudden and sharp sell-offs every trading day at 10 AM Eastern&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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    <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.datadogh= q.com%2Fresources%2Fstate-of-containers-and-serverless-2025%2F%3Futm_source= =3Dtldrnewsletter%26utm_medium=3Dnewsletter%26utm_campaign=3Ddg-infra-ww-co= ntainers-and-serverless-tldr/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-660= 16951193d-000000/S3WWUU1YJACWAqi55VtLeeTqUqC6vTwyLnoE5cRlizA=3D446"><img sr= c=3D"https://images.tldr.tech/datadog50.png" valign=3D"middle" style=3D"ver= tical-align: middle !important; height: 100%;" alt=3D"Datadog"></a></td></t= r></tbody></table>

    <table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody><tr= ><td style=3D"padding:0;border-collapse:collapse;border-spacing:0;margin:0;=

    <div style=3D"text-align: center;">

    <h1><strong>TLDR <span id=3D"date">2026-02-26</span></strong></h1>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width:100%;" width=3D"100%"><tbody><tr=
    id=3D"sponsy-copy"><td class=3D"container" style=3D"padding: 15px 15px;">
    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.datadoghq.com%2Fresources%2Fstate-of-containers-and= -serverless-2025%2F%3Futm_source=3Dtldrnewsletter%26utm_medium=3Dnewsletter= %26utm_campaign=3Ddg-infra-ww-containers-and-serverless-tldr/2/0100019c99b4= 1e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/-gq7wPs5-3P-ml6Cjgv0o1GEY0= tJBmBjrVPui6zG89o=3D446">
    <span>
    <strong>Datadog research: most clou=
    d workloads are using less than half their allocated resources (Sponsor)</s= trong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Datadog's <a href=3D"https://tracking.t= ldrnewsletter.com/CL0/https:%2F%2Fwww.datadoghq.com%2Fresources%2Fstate-of-= containers-and-serverless-2025%2F%3Futm_source=3Dtldrnewsletter%26utm_mediu= m=3Dnewsletter%26utm_campaign=3Ddg-infra-ww-containers-and-serverless-tldr/= 3/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/2dWe7J8VFTVP= oQFUj4orNSx1UNPLvJkLVZHSqaOGsck=3D446" rel=3D"noopener noreferrer nofollow"=
    target=3D"_blank"><span>2025 State of Containers and Serverless report</sp= an></a> analyzed real usage data from tens of thousands of customers across=
    AWS, Azure, and Google Cloud.

    <p></p>

    <p>The report covers <a href=3D"https://tracking.tldrnewsletter.com/CL0/htt= ps:%2F%2Fwww.datadoghq.com%2Fresources%2Fstate-of-containers-and-serverless= -2025%2F%3Futm_source=3Dtldrnewsletter%26utm_medium=3Dnewsletter%26utm_camp= aign=3Ddg-infra-ww-containers-and-serverless-tldr/4/0100019c99b41e5e-97c2f1= c8-fbb5-49bd-8a96-66016951193d-000000/eEGTqqbgAoYSx4mxoUnU4icKN4uosvg0Ofz3R= rLsehQ=3D446" rel=3D"noopener noreferrer nofollow" target=3D"_blank"><span>=
    10 findings</span></a> on how container and serverless adoption is shifting=
    =E2=80=94 including:</p>

    <p>1=EF=B8=8F=E2=83=A3 <strong>Karpenter overtook Cluster Autoscaler</stron=
    for K8s node provisioning, jumping from ~11% to 34% share in two years.<=


    <p><strong>2=EF=B8=8F=E2=83=A3 GPU instance hours tripled</strong> since la=
    te 2023 as teams spin up inference servers like vLLM and Triton for AI work= loads.</p>

    <p><strong>3=EF=B8=8F=E2=83=A3 Arm usage doubled</strong> across both Lambd=
    a functions (9% =E2=86=92 19%) and cloud instances (9% =E2=86=92 15%).</p>

    <p><a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.datad= oghq.com%2Fresources%2Fstate-of-containers-and-serverless-2025%2F%3Futm_sou= rce=3Dtldrnewsletter%26utm_medium=3Dnewsletter%26utm_campaign=3Ddg-infra-ww= -containers-and-serverless-tldr/5/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-= 66016951193d-000000/J7yN5tsoCKVsiERHZovy_9B1bt3Tgm67lvJeAiZGUJM=3D446" rel= =3D"noopener noreferrer nofollow" target=3D"_blank"><span>Download the full=
    report to see all 10 findings</span></a>



    </span></span></div>
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    <h1><strong>Big Tech &amp; Startups</strong></h1>
    </div>
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    ;" 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>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Beginning in late 2024 and accelerating=
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    trading day at 10 AM Eastern, coinciding with the US stock market open. Th=
    e drops were precise, algorithmic, and wildly disproportionate to the broad=
    er market conditions. They wiped out leveraged long positions, triggered ca= scading liquidations, and then reversed within hours. These dumps stopped t=
    he moment Jane Street had lawyers looking over its shoulder due to the Terr= aform Labs lawsuit, and they started again in Q3 2025 when the heat died do= wn.
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    wn Is About More Than AI Guardrails (16 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Anthropic has the most constrained use = age policy of all of the AI companies working on US military applications. =
    It has a host of limitations on the use of its technology intended to preve=
    nt broader societal harm that includes core tenets such as 'Do Not Develop =
    or Design Weapons' and 'Do Not Compromise Computer or Network Systems'. How= ever, there are signs that the company's safety commitments are slipping. T=
    he Pentagon's threat to potentially remove Anthropic from the supply chain = could be almost fatal to the business.
    </span>
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    </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;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =9A=80</span></div>
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    <h1><strong>Science &amp; Futuristic Technology</strong></h1>
    </div>
    </div>
    </td></tr></tbody></table>

    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing: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=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ftechcrunch.com%2F2026%2F02%2F25%2Falphabet-owned-roboti= cs-software-company-intrinsic-joins-google%2F%3Futm_source=3Dtldrnewsletter= /1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/bqK_xA6Qdoa= BEeojsb-t-UzqmiguQl-Nsw7fKG7TgLg=3D446">
    <span>
    <strong>Alphabet-owned robotics sof= tware company Intrinsic joins Google (3 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Alphabet-owned robotics company, Intrin= sic, is joining Google to unlock the promise of physical AI for a much broa= der set of manufacturing businesses and developers. It will remain a distin=
    ct entity within Google but work closely with Google DeepMind and tap into = Google's Gemini AI models and cloud services. Intrinsic announced a joint v= enture with Foxconn in October that involves the two companies working toge= ther on general-purpose intelligent robots to transform how electronics are=
    manufactured, with the goal of full factory automation. The company is now=
    working towards those goals with closer collaboration with Google's AI pro= wess.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2FtnNSbl/1/0100019c99b41e5e-97= c2f1c8-fbb5-49bd-8a96-66016951193d-000000/51g9a4vPUyRllQcM1-cvaF8Oz8zIZWPlW= dgKkeIoGVY=3D446">
    <span>
    <strong>Wayve, an AI Driverless Car=
    Start-Up in Europe, Raises $1.2 Billion (4 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Wayve has raised $1.2 billion in a deal=
    that values the London-based autonomous vehicle software startup at $8.6 b= illion. The funding, which could grow to $1.5 billion if it hits certain pe= rformance targets, is one of the largest amounts raised by a European start= up. Wayve expects to have its driverless taxis on the road for customers th=
    is year through a commercial trial with Uber. Consumer vehicles incorporati=
    ng its technology will be available to buy by 2027.
    </span>
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    </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;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =92=BB</span></div></div>
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    <h1><strong>Programming, Design &amp; Data Science</strong></h1>
    </div>
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    <table style=3D"table-layout: fixed; width: 100%;" width=3D"100%"><tbody><t= r><td style=3D"padding:0;border-collapse:collapse;border-spacing: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>40%+ open rates. 6M+ tech p= rofessionals. Add TLDR to your media mix. (Sponsor)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    TLDR reaches developers and technical d= ecision makers across 12 newsletters. Already running Meta? TLDR fills the = gap it can't. <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%= 2Fadvertise.tldr.tech%2Fcomparison%2Fmeta-ads-vs-tldr%2F%3Futm_source=3Dtld= r%26utm_medium=3Dnewsletter%26utm_campaign=3Dprimary02262026/2/0100019c99b4= 1e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/NjKZjBzSJqhgsbsjnBO7NFJqm-= tD_OVUdj0OkOvZ84Q=3D446" rel=3D"noopener noreferrer nofollow" target=3D"_bl= ank"><span>See how TLDR compares.</span></a>
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    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fsaewitz.com%2Ftests-are-the-new-moat%3Futm_source=3Dtld= rnewsletter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/= dhoutw3HgsO9-Dzl3vUcJGj2TBGfd6gmX8ZleS8YRYs=3D446">
    <span>
    <strong>Tests Are The New Moat (4 m= inute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Software contracts, tests, and API surf= ace area are becoming more valuable as AI becomes better at cloning people'=
    s work. This clashes with the incentives of commercialized open source work=
    . Previously, the overhead of writing, understanding, and maintaining the c= ode itself was important. However, clearly defining and communicating open = source software's APIs makes it easier for AI to clone work.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fvercel.com%2Fchangelog%2Fchat-sdk%3Futm_source=3Dtldrne= wsletter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/a_O= WJ4MQTofmZUW6KBvdVjODtUnNx12YSmhFw_UKxko=3D446">
    <span>
    <strong>npm i chat =E2=80=93 One co= debase, every chat platform (1 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Vercel's new Chat SDK lets teams write = bot logic once and deploy to Slack, Microsoft Teams, Google Chat, Discord, = GitHub, and Linear. Its event-driven architecture includes type-safe handle=
    rs for mentions, messages, reactions, button clicks, and slash commands. Th=
    e SDF enables teams to build user interfaces using JSX cards and modals tha=
    t render natively on each platform. It handles distributed state management=
    using pluggable adapters for Redis, ioredis, and in-memory storage.
    </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;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=F0=9F= =8E=81</span></div></div>
    </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;">
    <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=

    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ferikbern.com%2F2026%2F02%2F25%2Fsoftware-companies-buyi= ng-software-from-software-companies%3Futm_source=3Dtldrnewsletter/1/0100019= c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/MDAe28XDTO6r1xnOdahxA= TKS5TBy8EUwydbU8047cE4=3D446">
    <span>
    <strong>Software companies buying s= oftware: a story of ecosystems and vendors (12 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Several things are happening in softwar=
    e: a lot more startups with super-fast revenue growth are popping up, margi=
    ns are thinner, engineering inequality is growing, and digital natives had =
    a bunch of layoffs. This is all a direct corollary of the platformization o=
    f software, and it will continue. What's happening is expected - it just to=
    ok some time to happen. The software industry is now much bigger than it wa=
    s a decade ago, and AI is creating a ton of FOMO.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.greaterwrong.com%2Fposts%2FSEszTmpx7gFaAaHFq%2Fcare= er-decisions-if-you-take-agi-seriously%23Productivity__The_Evidence_Is_Mixe= d__But_the_Pattern_Is_Clear%3Futm_source=3Dtldrnewsletter/1/0100019c99b41e5= e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/i-ahuYA7Cn0gMQhbtLUWYWVEn4-dx= V67DLuJq04iGuo=3D446">
    <span>
    <strong>Productivity: The Evidence =
    Is Mixed, But the Pattern Is Clear (2 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    AI increases productivity on well-scope=
    d tasks where errors are detectable. This breaks down when tasks get harder=
    . When AI agent output is scored algorithmically, it looks moderately capab= le, but when scored holistically, performance drops substantially. Estimate=
    s about AI's effect on productivity drop when task reliability is factored = in.
    </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;">
    <div class=3D"text-block">
    <div style=3D"text-align: center;"><span style=3D"font-size: 36px;">=E2=9A= =A1</span></div></div>
    </td></tr></tbody></table>

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    <h1><strong>Quick Links</strong></h1>
    </div>
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    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwebinars.atlassian.com%2Fseries%2Fteamwork-in-an-ai-era= %2Flanding_page%3Futm_source=3Dtldr%26utm_medium=3Demail%26utm_campaign=3DP= :twc*O:clm*F:awareness*C:webinar*H:fy26q3*I:tldr-flagship-quicklinks-feb26*= E:cloud*%26utm_sfdc-campaign_id=3D701QB00000fxrIUYAY/1/0100019c99b41e5e-97c= 2f1c8-fbb5-49bd-8a96-66016951193d-000000/3iv5585HzxS1Mn6cvSoNcfRzkbkTjQWxa-= oZF8yvX8E=3D446">
    <span>
    <strong>AI is speeding up individua= ls, but not teams. Learn how to scale AI impact at Atlassian's Digital Summ=
    it (Sponsor)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Only 4% of orgs report true transformat= ion from AI. Learn how to unlock human-AI coordination with a new system of=
    work. <a href=3D"https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwebin= ars.atlassian.com%2Fseries%2Fteamwork-in-an-ai-era%2Flanding_page%3Futm_sou= rce=3Dtldr%26utm_medium=3Demail%26utm_campaign=3DP:twc*O:clm*F:awareness*C:= webinar*H:fy26q3*I:tldr-flagship-quicklinks-feb26*E:cloud*%26utm_sfdc-campa= ign_id=3D701QB00000fxrIUYAY/2/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-6601= 6951193d-000000/X0wp0V8wEvPy4dRWxNeHRK5PFERbz07wT92LsyhjBos=3D446" rel=3D"n= oopener noreferrer nofollow" target=3D"_blank"><span>Register for Atlassian=
    's Teamwork in an AI Era</span></a>
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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%2Fblog.cloudflare.com%2Fvinext%2F%3Futm_source=3Dtldrnews= letter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/BKfR2= AoI2GENABWt2v7y2EUqTgMRbn-_SzqUWhzr9wQ=3D446">
    <span>
    <strong>How Cloudflare rebuilt Next= .js with AI in one week (10 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    vinext is a drop-in replacement for Nex= t.js built on Vite for about $1,110 in tokens that builds production apps u=
    p to four times faster and produces client bundles up to 57% smaller.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fgeohot.github.io%2F%2Fblog%2Fjekyll%2Fupdate%2F2026%2F0= 2%2F26%2Fthe-last-gasps-of-the-rent-seeking-class.html%3Futm_source=3Dtldrn= ewsletter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/2d= BzOP7OEKVRrL7oyA7qG4qei5MnvB-5pj_DfzxRV5I=3D446">
    <span>
    <strong>The Last Gasps of the Rent = Seeking Class (4 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    The US economy built a giant rent-extra= ction layer on top of human limitations over the past fifty years, with tri= llions of dollars of enterprise value depending on increased friction.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fblog.bytebytego.com%2Fp%2Fthe-algorithm-that-powers-you= r-x%3Futm_source=3Dtldrnewsletter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a9= 6-66016951193d-000000/Cp0Ih-1bWgvRMs7oiRxc5IaoZ6UjI3cR6Zokv8f-NLQ=3D446">
    <span>
    <strong>The Algorithm That Powers Y= our X (Twitter) Post (11 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    This article looks at what X's algorith=
    m does, how its components fit together, and why the xAI Engineering Team m= ade the design choices they did.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fjobs.ashbyhq.com%2Ftldr.tech%2F3b21aaf8-dea5-4127-be71-= 602d30e5001e%3Futm_source=3Dtldrnewsletter/1/0100019c99b41e5e-97c2f1c8-fbb5= -49bd-8a96-66016951193d-000000/lv1XQ3uNbkLz331gLSK7keNPWUg1OukFLy0pOfLf4e0= =3D446">
    <span>
    <strong>TLDR is hiring a Senior Sof= tware Engineer, Applied AI ($250k-$300k, Fully Remote)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    As the first engineer on TLDR's new App= lied AI team, you'll build AI agents and composable Claude Skills to let no= n-technical teammates create their own AI workflows. <a href=3D"https://tra= cking.tldrnewsletter.com/CL0/https:%2F%2Fjobs.ashbyhq.com%2Ftldr.tech%2F3b2= 1aaf8-dea5-4127-be71-602d30e5001e/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a9= 6-66016951193d-000000/V3h44FPDPNhnoMVlWglaUwKreRWfHRhOHkFksX5fydg=3D446" re= l=3D"noopener noreferrer" target=3D"_blank"><span>Learn more</span></a>. </span>
    </span>
    </div>
    </td></tr></tbody></table>

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    <div class=3D"text-block">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.dbreunig.com%2F2026%2F02%2F25%2Ftwo-things-i-believ= e-about-coding-agents.html%3Futm_source=3Dtldrnewsletter/1/0100019c99b41e5e= -97c2f1c8-fbb5-49bd-8a96-66016951193d-000000/TRRHEMoz2nPAlhVFww-sFc-9EfNZlz= 20NhfEJA5wb2o=3D446">
    <span>
    <strong>Two Beliefs About Coding Ag= ents (5 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Most talented developers do not appreci= ate the impact of the intuitive knowledge they bring to their coding agents=
    , and most of the work people are sharing are incredible personal tools, bu=
    t they are not capital-P products.
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    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Ftheshearforce.substack.com%2Fp%2Faws-for-everything-vs-= shein-for-everything%3Futm_source=3Dtldrnewsletter/1/0100019c99b41e5e-97c2f= 1c8-fbb5-49bd-8a96-66016951193d-000000/bQnPqSTkYPN6jC354SRMCil16bnIPsmOXOsp= va2QM30=3D446">
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    <strong>'AWS for Everything' Vs. 'S= hein for Everything' (21 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    The reindustrialization debate is obses= sed with building impressive factories, but the harder, more important work=
    is building the network that feeds everything else.
    </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">
    <span>
    <a href=3D"https://tracking.tldrnewsletter.= com/CL0/https:%2F%2Fwww.engadget.com%2Fmobile%2Feverything-announced-at-sam= sung-unpacked-the-galaxy-s26-ultra-galaxy-buds-4-and-more-180000530.html%3F= utm_source=3Dtldrnewsletter/1/0100019c99b41e5e-97c2f1c8-fbb5-49bd-8a96-6601= 6951193d-000000/UqW0QgqZHAgcPG7ZJ-fLolbDfxtBxl2GDBJpUoEv-HI=3D446">
    <span>
    <strong>Everything announced at Sam= sung Unpacked (10 minute read)</strong>
    </span>



    <span style=3D"font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, V= erdana, sans-serif;">
    Details on the Galaxy S26 Ultra, Galaxy=
    Buds 4, Samsung's Privacy Display technology, and more.
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