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  • xAI leaked financials 💰, Tim Cook's successor 🍎, Grok Build 👨‍💻

    From TLDR@VERT to All on Friday, January 09, 2026 11:23:21
    xAI's losses are mounting as it spends to build data centers, recruit
    talent, and develop software that will eventually power humanoid robots ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 


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    TLDR

    TLDR 2026-01-09

    📱

    BIG TECH & STARTUPS

    MUSK'S XAI BURNS ALMOST $8 BILLION IN CASH, REVEALS OPTIMUS PLAN (6
    MINUTE READ) [4]

    xAI's losses are mounting as it spends to build data centers, recruit
    talent, and develop software that will eventually power humanoid
    robots. The company reported that it spent $7.8 billion in cash in the
    first nine months of last year. Its revenue nearly doubled
    quarter-over-quarter to $107 million for the three-month period ending
    in September. xAI expects to do more deals soon to continue building
    out its Colossus data center site in Memphis, Tennessee.

    THE MAN WHO COULD BE APPLE'S NEXT CEO (11 MINUTE READ) [5]

    John Ternus, Apple's head of hardware engineering, could be next in
    line to replace Tim Cook as CEO if he steps aside. Ternus, who joined
    Apple in 2001, is known for his attention to detail and knowledge of
    Apple's vast supply network. Apple began accelerating planning for
    Cook's succession last year after Cook told senior leaders he would
    like to reduce his workload. Cook will likely become the chairman of
    Apple's board should he step down as CEO.

    🚀

    SCIENCE & FUTURISTIC TECHNOLOGY

    FORMER GOOGLE CEO PLANS TO SINGLEHANDEDLY FUND A HUBBLE TELESCOPE
    REPLACEMENT (6 MINUTE READ) [6]

    Former Google CEO Eric Schmidt and his wife, Wendy, have announced
    major investments in four telescope projects. Each of the telescopes
    brings a new novel capability online. The most intriguing instrument
    is a space-based telescope named Lazuli that is designed to be a more
    capable and modern version of the Hubble Space Telescope. The
    Schmidts' investment, estimated to be worth half a billion dollars,
    has enormous potential to advance the study of astronomy and
    astrophysics.

    HOW DID TVS GET SO CHEAP? (12 MINUTE READ) [7]

    TVs today are vastly cheaper than they were 25 years ago, even before adjusting for inflation. The price per area-pixel has fallen by more
    than 90%. It's not surprising that the cost of the technology
    declined. Virtually all of the major mechanisms that can drive
    efficiency improvements have occurred.

    💻

    PROGRAMMING, DESIGN & DATA SCIENCE

    LLM PREDICTIONS FOR 2026, SHARED WITH OXIDE AND FRIENDS (9 MINUTE
    READ) [8]

    This post shares predictions Simon Willison made on a recent podcast.
    The predictions cover what he thinks will happen in the next 1, 3, and
    6 years in the tech industry. There has never been so much uncertainty
    about what's coming in the next year. The significant advances in
    coding agents in just the last two months indicate that things will
    change significantly, but it is unclear what those changes will be.

    EARLY LOOK AT GROK BUILD, UPCOMING VIBE CODING AGENT FROM XAI (2
    MINUTE READ) [9]

    Grok Build is a coding agent from xAI that can be accessed both on
    the web and through a CLI. It currently supports local agents, with
    remote environment support marked as coming soon. There are options
    for users to configure agents and custom environments. A video
    previewing the feature is available in the article.

    🎁

    MISCELLANEOUS

    CHINA WARNS AI STARTUPS SEEKING TO EMULATE META DEAL: NOT SO FAST (6
    MINUTE READ) [10]

    China is reviewing Meta's recent acquisition of AI startup Manus, a
    warning to Chinese entrepreneurs interested in Silicon Valley riches.
    The review is part of broader consideration by China on how it can
    build fences around its AI know-how. The government is identifying
    standout companies and technologies with the aim of adding those of
    strategic importance to an export-control list. Manus' parent company
    was set up by Chinese co-founders in China, but it moved its
    headquarters to Singapore last year to expand its global user base.

    AWS IN 2026: THE YEAR OF PROVING THEY STILL KNOW HOW TO OPERATE (11
    MINUTE READ) [11]

    AWS isn't dying - it isn't even struggling in any conventional sense.
    However, its era of unchallenged dominance is over. The company is
    navigating a transition that would challenge any organization. It has
    made the right strategic moves, but its success will depend on whether
    it can retain the people who know how to deliver.

    ⚡

    QUICK LINKS

    LOVE WHAT YOU DO (1 MINUTE READ) [12]

    The key to longevity is learning to love the work and the life around
    it.

    MUSK, OPENAI LAWYERS TRADE BARBS AS LAWSUIT HEADS TO TRIAL (5 MINUTE
    READ) [13]

    Elon Musk's lawsuit alleges that OpenAI's leadership made knowingly
    false assurances to Elon Musk about its charitable mission that they
    never honored in favor of their personal self-enrichment.

    GOOGLE ANNOUNCES AI OVERVIEWS IN GMAIL SEARCH, EXPERIMENTAL
    AI-ORGANIZED INBOX (3 MINUTE READ) [14]

    Google is rolling out a new AI feature that will let AI Pro and Ultra subscribers ask natural language questions about their email inboxes.

    THE 1,000 COMMITS PROBLEM (4 MINUTE READ) [15]

    Anthropic recently shipped code that broke the entire CLI.

    WHY AI IS PUSHING DEVELOPERS TOWARD TYPED LANGUAGES (5 MINUTE READ)
    [16]

    Type systems have become a common safety feature for developers
    working with AI because static types ensure that code is more
    trustworthy and more maintainable.

    CREATORS SAY SPOTIFY PAYS UP TO TWICE AS MUCH AS YOUTUBE FOR VIDEO
    PODCASTS (10 MINUTE READ) [17]

    Spotify's dynamic ads will let hosts resell ad slots forever to
    maximize their inventory.

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    If you have any comments or feedback, just respond to this email!

    Thanks for reading,
    Dan Ni [24] & Stephen Flanders [25]

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    [7] https://www.construction-physics.com/p/how-did-tvs-get-so-cheap?utm_source=tldrnewsletter
    [8] https://simonwillison.net/2026/Jan/8/llm-predictions-for-2026/#atom-everything?utm_source=tldrnewsletter
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