Anthropic claims that DeepSeek, Moonshot, and MiniMax used
approximately 24,000 fraudulent accounts to train their own chatbots
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TLDR 2026-02-24
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📱
BIG TECH & STARTUPS
ANTHROPIC ACCUSES 3 CHINESE COMPANIES OF HARVESTING ITS DATA (4
MINUTE READ) [9]
Anthropic claims that DeepSeek, Moonshot, and MiniMax used
approximately 24,000 fraudulent accounts to train their own chatbots.
The process of distillation, where data from one AI system is used to
train another, is common in the AI industry. However, Anthropic's
terms forbid the practice and also do not allow its technologies to be
used in China. Anthropic has called on government officials and other
AI companies to help prevent Chinese companies from distilling
American models.
SPACEX, OPENAI, AND ANTHROPIC IPOS: A $3 TRILLION STRESS TEST (2
MINUTE READ) [10]
SpaceX, OpenAI, and Anthropic are set to IPO at an unprecedented
scale. Typical IPOs offer 15% to 25% of their shares to public
markets, which creates enough liquidity for price discovery while
allowing founders and early investors to maintain control. At standard
float percentages, these three companies need to raise $432 billion to
$576 billion from public markets in a single quarter. The entire US
IPO market raised $469 billion between 2016 and 2025. It is likely
these companies will debut with smaller floats.
🚀
SCIENCE & FUTURISTIC TECHNOLOGY
2026 GEOTHERMAL UPDATE (6 MINUTE READ) [11]
The biggest projects in geothermal started construction around 18
months ago. The industry executed well enough to get a shot at true commercial-scale deployments. The next few years will determine if the
wave of projects can lead to the success metric of '10% of electricity generation'. While the first version of the technology seems possible, subsequent versions and improvements that lead to scalability will be
much more challenging. The leading companies are still going strong,
which is promising.
SCENT, IN SILICO (35 MINUTE READ) [12]
Attention has started turning to using AI to probe the possibility of digitizing smell. Researchers hope that the ability to program smell
will illuminate the many mysteries of olfaction. Digital scent could
have many practical and quite profitable applications. This article
looks at the state of the technology and introduces the various
possible avenues for research.
💻
PROGRAMMING, DESIGN & DATA SCIENCE
UNBLOCKED: THE CONTEXT LAYER YOUR AI TOOLS ARE MISSING (SPONSOR) [13]
Give your agents the understanding they need to generate reliable
code, reviews, and answers. Unblocked [13] builds context from your
team's code, PR history, conversations, documentation, planning tools,
and runtime signals. It surfaces the insights that matter so AI
outputs reflect how your system actually works.
_“Unblocked has reversed my AI fatigue completely. The level of
precision is wild.” - Senior developer, Clio_
See how it works. [13]
THE ENGINEERINGIFICATION OF EVERYTHING (7 MINUTE READ) [14]
The line between technical and non-technical work is being redrawn.
The winners will be the ones who think like builders. Non-technical
people should try to take on more 'engineering' tasks as AI makes
tools more powerful and accessible. Engineers should use the same
tools to turn themselves into full-stack shipping machines. Companies
are investing billions to make engineers more powerful, so take
advantage of that investment.
WRITING CODE IS CHEAP NOW (4 MINUTE READ) [15]
Coding agents have dramatically dropped the cost of producing code.
The ability to run parallel agents has compounded this effect.
However, delivering good code still has a cost. Developers still need
to ensure that the produced code is good code. The challenge is to
develop new personal and organizational habits to respond to the new
reality of agentic engineering.
🎁
MISCELLANEOUS
SOFTWARE STOCKS CRATER AS INDEPENDENT RESEARCH PIECE DETAILS
POTENTIAL AI DYSTOPIAN SCENARIO (7 MINUTE READ) [16]
A recently published paper called 'The 2028 Global Intelligence
Crisis' explores a hypothetical world in which there is an aggressive
AI build-out and adoption of AI agents. In this world, unemployment is
high despite elevated nominal growth and productivity, and the stock
market tumbles due to credit stress from companies laid low by AI metastasizing. It illustrates how AI becoming good could leave many
industries vulnerable. This post provides a summary of the paper along
with a link to the original.
DON'T LOVE YOUR JOB? I HEAR YOU. BUT DON'T QUIT. AT LEAST, 99% OF YOU SHOULDN'T (5 MINUTE READ) [17]
Many jobs in tech aren't that rewarding anymore. AI has made it even
worse. However, leaving your current job without a plan right now
isn't a good idea because every CEO wants to get leaner. Companies
want to increase AI use rather than hire more people, so the scales
are weighted against employees. Use the time in your current job to
learn and grow more until you have a better place to go to.
⚡
QUICK LINKS
AI CODING TOOLS PROMISE PRODUCTIVITY GAINS. CAN YOU PROVE IT?
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AI adoption — speed, stability, and measurable outcomes. Download
the practical, data-backed AI measurement guide for engineering
leaders. [18]
SILICON VALLEY CAN'T IMPORT TALENT LIKE BEFORE. SO IT'S EXPORTING
JOBS (5 MINUTE READ) [19]
Hiring by Big Tech has risen sharply in India in recent months.
HOW STAYING SMALL BECAME AI STARTUPS' BIGGEST FLEX (4 MINUTE READ)
[20]
AI tools allow startups to run leaner than ever, spawning new
benchmarks like 'revenue-per-employee'.
INSIDER AMNESIA (2 MINUTE READ) [21]
Experts correctly disregard bad sources in their fields of expertise,
but trust those same sources on other topics.
TLDR IS HIRING A SENIOR SOFTWARE ENGINEER, APPLIED AI ($250K-$300K,
FULLY REMOTE) [22]
As the first engineer on TLDR's new Applied AI team, you'll build AI
agents and composable Claude Skills to let non-technical teammates
create their own AI workflows. Learn more [23].
MICROSOFT EXECS WORRY AI WILL EAT ENTRY LEVEL CODING JOBS (3 MINUTE
READ) [24]
Two Microsoft executives have written a paper arguing that senior
software engineers must mentor junior developers to prevent AI from
hollowing out the profession's future skills base.
RED/GREEN TDD (2 MINUTE READ) [25]
Every good model understands that 'use red/green TDD' means to write
automated tests, confirm they fail, then iterate on the implementation
until the tests pass.
DICTIONARY COMPRESSION IS FINALLY HERE, AND IT'S RIDICULOUSLY GOOD
(28 MINUTE READ) [26]
Dictionary compression can shrink YouTube JavaScript download size
for returning desktop users up to 90% compared to existing
best-practice compression.
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If you have any comments or feedback, just respond to this email!
Thanks for reading,
Dan Ni [33] & Stephen Flanders [34]
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[11]
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[12]
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[20]
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[23]
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[25]
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[26]
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