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TLDR

Together With Fivetran

TLDR AI 2026-05-25

5 out of 6 of orgs don't have the data foundation for agentic AI... (Sponsor)

...but they're still spending on AI solution as if they do.

Think everyone has clean, consistent, governed data?

Of course not — yet most orgs are investing 7-8 figures in agentic projects anyway. Fivetran's agentic AI readiness index lays it all out: 

  • Only 15% of teams are prepared for agentic AI at scale
  • Governance and compliance issues are stalling AI projects
  • Open Data Infrastructure is emerging as the new agentic standard

Autonomous AI starts at the data foundation. Fix yours with a free trial of Fivetran

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Headlines & Launches

Anthropic prepares Mythos 1 for Claude Code and Claude Security (2 minute read)

Anthropic appears to be moving Claude Mythos to broader availability, with the model now helping protect a wider range of organizations. Traces of the model have already surfaced on Google Cloud and AWS through vulnerability discovery programs. A release for Mythos 1 seems imminent. Claude Opus 4.8 is also rumored to be in the works for release.
DeepSeek made its 75% discount permanent. The AI price war just escalated (5 minute read)

DeepSeek has permanently cut V4 Pro prices by 75%. The promotion was originally scheduled to expire at the end of the month. DeepSeek's pricing sits below OpenAI's GPT-5, Anthropic's Claude Opus 4.7, and Google's Gemini 3.5 Flash. The gap is widest against the frontier reasoning models that enterprise customers rely on for demanding workloads.
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Deep Dives & Analysis

Measuring LLMs' ability to develop exploits (17 minute read)

Mythos Preview is capable of turning vulnerabilities into exploit primitives and combining those primitives together into complete end-to-end attack chains. The knowledge and expertise required to develop exploits will drop significantly as the model's capabilities become more widely available. This article looks at the model's performance on ExploitBench and ExploitGym, two newer, more challenging academic benchmarks. Mythos Preview consistently outperforms all other evaluated models on these tests.
Exploring Agent-Assisted Qualitative Analysis (28 minute read)

Qualitative analysis is the process of reading a lot of messy, unstructured data and figuring out what is interesting, recurring, surprising, or important. One of the biggest research questions at the moment is, 'What is the right way to do agent-assisted qualitative analysis?' This post looks at the background of the field, proposes an experimental setup, and discusses how the field should move forward. It is still unclear whether AI agents can replace humans in qualitative analysis, but they can currently do the mechanical parts of qualitative analysis fast - just without taste.
The neocloud boom (7 minute read)

SpaceX bought xAI, took the two Colossus data centers Elon built, and started renting them to Anthropic for $15 billion a year. SpaceX did $18.7 billion in total revenue last year after 23 years of building rockets, so they almost doubled the company in a quarter by becoming a cloud provider. The bigger math is wilder, the AI buildout adds up to $7.5 trillion of spend over the next 4.5 years, about 5% of US GDP and on par with the 1880s railroad boom. Even if neoclouds only catch 20% of the $13.5 trillion of value that buildout creates, that's $2.5 trillion up for grabs because no handful of hyperscalers can build it all.
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Engineering & Research

Take 15 things off your to-do list today (Sponsor)

Use these 15 agentic workflows in Notion to automate, connect, and repeat processes. Use cases span ops, prod, support, and recruiting - including real examples used by Ramp, Vercel, and Clay. The playbook is free, detailed, and full of steps you can implement today. Start running agents 24/7 with Notion. Get the guide
The 2026-07-28 MCP Specification Release Candidate (9 minute read)

The release candidate for the next Model Context Protocol (MCP) specification is now available. It is the largest revision of the protocol since launch. The candidate introduces a stateless core that scales on ordinary HTTP infrastructure, extensions, authorization that aligns more closely with OAuth and OpenID Connect deployments, a formal deprecation policy, and many other changes. It contains breaking changes. The final specification will ship on July 28.
Evaluating Multi-Agent Systems at Scale (48 minute read)

OpenAI outlined a macro-evaluation workflow for agentic systems that analyzes patterns across entire populations of traces rather than isolated failures.
Reasonix (Website)

Reasonix is a DeepSeek-native coding agent for the terminal. It is engineered around prefix-cache stability and designed to be left running. Token costs stay low across long sessions.
Lance (Hugging Face Repo)

Lance is a lightweight native unified multimodal model that supports image and video understanding, generation, and editing. It delivers strong performance across image generation, image editing, and video generation benchmarks with just 3B active parameters. The model was trained entirely from scratch within a 128-A100-GPU budget. Examples of clips generated by the model are available in the repository.
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Miscellaneous

David Sacks's 11th-Hour Plea Led to Trump's Backtrack on AI Executive Order (9 minute read)

David Sacks, a venture Capitalist, warned President Trump on a call that the long-awaited executive order on the dangers posed by artificial intelligence that Trump was deliberating on could lead to mandatory regulations that slow down the industry in its race with Chinese competitors. Trump responded that he shared concerns about China and was worried about hindering AI investment. He then postponed the signing and told reporters he wouldn't sign the order. The incident shows how powerful Sacks' influence is and marks a win for those against strong guardrails to limit the risks posed by the technology.
Anthropic's march to profitability (3 minute read)

Anthropic is on track to do $10.9 billion in Q2 revenue, up from $4.8 billion in Q1, growing faster right now than Zoom did at the peak of the pandemic. The thing that flipped them to profit is compute getting cheaper, 71 cents of compute per revenue dollar in Q1, 56 cents in Q2. Claude Code on its own is at $2.5 billion in revenue, and the company expects to clear $559 million in profit just in time for its October IPO. The "AI labs burn money forever" story finally has a hole in it.

Quick Links

Clerk CLI: a scriptable interface to auth for developers and agents (Sponsor)

clerk init scaffolds auth into your project. clerk config manages settings in code. clerk api fetches users, orgs, and sessions — no dashboard required. Open source and available for your agentic harness today.
Paperwork is better when you can just talk through it (1 minute read)

ChatGPT users can now upload a form image, add the details they want included, and the chatbot can fill it out for them.
Bumblebee Goes Open Source (1 minute read)

Perplexity open-sourced Bumblebee, a read-only security scanner that identifies risky packages, extensions, and AI tool configurations on developer machines.
TLDR is hiring a Senior Software Engineer, Applied AI ($250k-$350k, Fully Remote)

TLDR's Applied AI team is tasked with making every process at TLDR legible to code, runnable by anyone, and composable into larger workflows. Join a small, fast moving team using the latest AI tools with an unlimited token budget. Learn more.
Gemini 3.5 Flash (Low) (1 minute read)

Gemini 3.5 Flash (Low) generates around 45% fewer tokens than Gemini 3.5 Flash (Medium) and generally outperforms Gemini 3.5 Flash (High) on SWE tasks.
Anthropic plans Claude memory update with new Memory Files (2 minute read)

Memory Files distributes notes across multiple structured documents organized by topic, project, or context.

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Thanks for reading,
Andrew Tan, Ali Aminian, & Jacob Turner


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