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  • SpaceX buys xAI 💰, OpenAI Codex app 👨‍💻, inside Moltbook 🦞

    From TLDR@VERT to All on Tue Feb 3 11:23:53 2026
    SpaceX has acquired xAI. The combined company is valued at $1.25
    trillion - the merger valued xAI at around $250 billion ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 


    Sign Up [1] |Advertise [2]|View Online [3]

    TLDR

    TOGETHER WITH [QA Wolf] [4]

    TLDR 2026-02-03

    ✂️ CUT YOUR QA CYCLES DOWN TO MINUTES WITH AUTOMATED TESTING
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    If QA is a bottleneck on your software engineering team and you're
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    Their AI-native service gets engineering teams to 80% automated
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    Schedule a demo to learn more [8]

    📱

    BIG TECH & STARTUPS

    SPACEX, XAI TIE UP, FORMING $1.25 TRILLION COMPANY (3 MINUTE READ)
    [9]

    SpaceX has acquired xAI. The combined company is valued at $1.25
    trillion - the merger valued xAI at around $250 billion. The merger is structured as a share exchange, with shares in xAI being converted
    into 0.1433 shares of SpaceX stock. Employees will have the option to
    cash out and sell their xAI shares back to the company.

    ANTHROPIC IS ABOUT TO DROP SONNET 5 DURING SUPER BOWL WEEK (1 MINUTE
    READ) [10]

    Leaks show that a new model by Anthropic, branded as Claude Sonnet 5,
    has an internal date string of February 3, 2026. It is unclear whether
    this is a public launch date or an internal checkpoint. The timing
    would coincide with the Super Bowl, which is an event where AI labs
    have been ramping up mainstream marketing to chase consumer mindshare.
    Early testing indicates the model already looks competitive on math
    with today's frontier-tier models, and it shows even stronger coding
    output than Claude Opus 4.5 in some workflows.

    🚀

    SCIENCE & FUTURISTIC TECHNOLOGY

    WAYMO RAISES MASSIVE $16 BILLION ROUND AT $126 BILLION VALUATION,
    PLANS EXPANSION TO 20+ CITIES (2 MINUTE READ) [11]

    Waymo just closed a $16 billion funding round at a $126 billion
    valuation. It plans to use the capital to expand to over 20 new cities
    this year, including its first international markets, Tokyo and
    London. The company's cars have driven 127 million fully autonomous
    miles with a 90% reduction in serious injury crashes compared to human
    drivers. It performed 15 million rides in 2025, a 3x growth from 2024.


    GUINEA WORM ON TRACK TO BE 2ND ERADICATED HUMAN DISEASE; ONLY 10
    CASES IN 2025 (2 MINUTE READ) [12]

    The Guinea worm is a parasitic nematode found in waters that contain
    small crustacean copepods. Humans can ingest them through contaminated
    water, and this results in painful blisters, usually in the feet and
    legs, that can cause searing pain as the worms fully emerge. The
    disease can lead to complications such as secondary infections and
    sepsis, which can in turn lead to temporary or permanent disability.
    There were only 10 human cases in three countries in 2025 - down from
    an estimated 3.5 million cases across 21 countries in 1986.

    💻

    PROGRAMMING, DESIGN & DATA SCIENCE

    INTRODUCING THE CODEX APP (3 MINUTE READ) [13]

    OpenAI has released a new macOS app for its Codex coding agent. The
    app provides a nice UI over the capabilities of the Codex CLI agent
    and adds new features, like first-class support for Skills and
    Automations for running scheduled tasks. Automations are currently
    restricted to only run when devices are powered on. OpenAI will enable cloud-based automations soon to resolve this limitation.

    STOP BUILDING SYSTEMS FOR AGENTS (4 MINUTE READ) [14]

    Today's systems are sub-optimal for AI agents as they waste context,
    confuse models with unstructured output, and prioritize vision-based
    human interaction over text-based LLMs. While some think this means we
    need to build systems that treat LLMs as first-class citizens, that
    approach is not totally required - if humans can live with it, LLMs
    will eventually catch up. Real agent-native systems should be
    radically observable and deterministic. It's better to focus on what
    LLMs can do for humans rather than think about what humans can do for
    LLMs.

    🎁

    MISCELLANEOUS

    DISSECTING THE INTERNET'S MOST NOVEL CREATURE (6 MINUTE READ) [15]

    Moltbook is an AI-only social network where tens of thousands of AI
    agents post and comment while humans observe. The platform grew from
    42 posts per day to 36,905 in 72 hours. Social networks typically have
    90% of users lurking, 9% contributing occasionally, and 1% creating
    the most content. AI agents are breaking that pattern. This post takes
    a look at posts made on the platform and how they differ from
    human-run social networks.

    WHAT ORACLE HAS TO LOSE FROM OPENAI AND NVIDIA'S ROCKY RELATIONSHIP
    (4 MINUTE READ) [16]

    Nvidia's decision to potentially invest far less than $100 billion
    into OpenAI raises big questions for Oracle, like whether OpenAI can
    make good on its five-year, $300 billion contract with Oracle. Oracle
    reported $523 billion of remaining performance obligations in
    November, which represents contracted sales not yet recognized as
    revenue. It plans to issue as much as $20 billion of common stock this
    year as part of a broader plan to raise up to $50 billion through
    equity and debt financing to expand its cloud-infrastructure business.
    OpenAI has an estimated $1.4 trillion in commitments in total.

    ⚡

    QUICK LINKS

    TLDR IS HIRING A CURATOR FOR TLDR IT! (TLDR CURATOR, ~5 HRS/WEEK)

    We are launching a brand new newsletter covering IT and enterprise
    tech.

    If you are an IT leader interested in writing for us, please send your
    resume or LinkedIn to itcurator@tldr.tech!

    OPENAI AND THE NEW ANNOUNCEMENT ECONOMY (6 MINUTE READ) [17]

    OpenAI's press releases are nothing more than strategic posturing.

    INSIDE NVIDIA'S 10-YEAR EFFORT TO MAKE THE SHIELD TV THE MOST UPDATED
    ANDROID DEVICE EVER (14 MINUTE READ) [18]

    Nvidia released the first Shield Android TV in 2015, and support for
    the set-top box is still going strong.

    THE SHOVELWARE COMETH (2 MINUTE READ) [19]

    Show HN posts per month more than doubled in the past year,
    indicating that we may soon be overwhelmed by shovelware.

    EXPLORING SOLUTIONS TO TACKLE LOW-QUALITY CONTRIBUTIONS ON GITHUB (2
    MINUTE READ) [20]

    GitHub is evaluating whether to add options to disable PRs entirely,
    restrict PRs to collaborators, and delete a PR from the UI, and it is
    exploring other ways to tackle low-quality contributions as AI
    adoption increases.

    TWO KINDS OF AI USERS ARE EMERGING. THE GAP BETWEEN THEM IS
    ASTONISHING (8 MINUTE READ) [21]

    There are power users, who are all in on adopting AI technology and
    often not very technical, and then there are the people who generally
    only use AI as a chatbot.

    MOVE FAST, BUT OBEY THE RULES: CHINA'S VISION FOR DOMINATING AI (9
    MINUTE READ) [22]

    China's leadership has decided that AI will drive the country's
    economic growth in the next decade, but it cannot allow the technology
    to disrupt the stability of Chinese society and the Communist Party's
    hold over it.

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    Share your referral link below with friends to get free TLDR swag!

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    BEST BOOTSTRAPPED BUSINESSES [28] of 2025.

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

    Thanks for reading,
    Dan Ni [29] & Stephen Flanders [30]

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    [9] https://links.tldrnewsletter.com/8juqTh
    [10] https://www.testingcatalog.com/anthropic-is-about-to-drop-sonnet-5-during-super-bowl-week/?utm_source=tldrnewsletter
    [11] https://electrek.co/2026/02/02/waymo-raises-16-billion-round-at-126-billion-valuation-plans-expansion/?utm_source=tldrnewsletter
    [12] https://arstechnica.com/health/2026/02/guinea-worm-on-track-to-be-2nd-eradicated-human-disease-only-10-cases-in-2025/?utm_source=tldrnewsletter
    [13] https://simonwillison.net/2026/Feb/2/introducing-the-codex-app/?utm_source=tldrnewsletter
    [14] https://blog.xiangpeng.systems/posts/stop-building-agent-systems/?utm_source=tldrnewsletter
    [15] https://tomtunguz.com/moltbook-participation-inequality/?utm_source=tldrnewsletter
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    [17] https://om.co/2026/02/02/openai-and-the-announcement-economy/?utm_source=tldrnewsletter
    [18] https://arstechnica.com/gadgets/2026/01/inside-nvidias-10-year-effort-to-make-the-shield-tv-the-most-updated-android-device-ever/?utm_source=tldrnewsletter
    [19] https://jerodsanto.net/2026/02/the-shovelware-cometh/?utm_source=tldrnewsletter
    [20] https://github.com/orgs/community/discussions/185387?utm_source=tldrnewsletter
    [21] https://martinalderson.com/posts/two-kinds-of-ai-users-are-emerging/?utm_source=tldrnewsletter
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