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<div style="display: none; max-height: 0px; overflow: hidden;">Claude can now generate and edit documents, spreadsheets, slides, and PDFs directly in the app. Turn prompts and data into downloadable files. β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β β </div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=primary/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/2fpuV1X_fiTrwK-Ruv-oY4Ml1UuUp1Y9HFTXHaoBEBA=422"><img src="https://images.tldr.tech/metronome2.png" valign="middle" style="vertical-align: middle !important; height: 100%;" alt="Metronome"></a></td></tr></tbody></table>
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<h1><strong>TLDR AI <span id="date">2025-09-10</span></strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=primary/2/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/YLZ0I9OEfjvJwLucb0hcVWAFsYoivqWnaZn8x5TRJ7A=422">
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<strong>How Snowflake is adapting usage-based pricing to the AI era (Sponsor)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Snowflake's usage-based pricing has been one key driver of its market leadership. In this <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=primary/3/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/6zDWzfzgk7rn6hfhT3aDlmbhY48jok4yBfFnFIsEsKY=422" rel="noopener noreferrer nofollow" target="_blank"><span>webinar</span></a>, you'll get an insider view of how the team managed its pricing and billing, and how they're preparing for the Al era of monetization.
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<p>Join Ryan Campbell, Director of Product Finance at Snowflake, and Scott Woody, Metronome CEO, to learn how Snowflake aligns finance, product, GTM, and engineering around pricing decisions. On the agenda:</p>
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<li>Reducing friction and accelerating pricing decisions</li>
<li>Applying rigor and experimentation to your monetization model</li>
<li>ο»Ώο»Ώ<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=primary/4/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/paAVDA8oQ16svtsVph-vbiuXCWfuGyBAJXCYJ9HCPzU=422" rel="noopener noreferrer nofollow" target="_blank"><span>Lessons from Snowflake</span></a> on designing pricing for predictability, visibility, and control</li>
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<p>Join live: <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-ai%26utm_content=primary/5/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/czQ9YPZ9H8LM5eP45E5iCzIqJMEUpIR8KGD0bFzDCl4=422" rel="noopener noreferrer nofollow" target="_blank"><span><em>How Snowflake built its Monetization Operating Model</em></span></a></p>
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<div style="text-align: center;"><span style="font-size: 36px;"><span style="font-size:36px;">π</span></span></div></div>
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<h1><strong>Headlines & Launches</strong></h1>
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<strong>Claude Can Now Create and Edit Files (2 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Claude can now generate and edit documents, spreadsheets, slides, and PDFs directly in the app, allowing users to turn prompts and data into downloadable files.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F09%2F09%2Fmicrosoft-to-lessen-reliance-on-openai-by-buying-ai-from-rival-anthropic%2F%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/e96H8pohFG9E_yZox57aP-g-TKSFBfkw4qolDFf-ZQo=422">
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<strong>Microsoft to lessen reliance on OpenAI by buying AI from rival Anthropic (1 minute read)</strong>
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Claude will be integrated into Office 365 apps, ending Microsoft's exclusive reliance on OpenAI. OpenAI has continued to put strain on its relationship with Microsoft by announcing competitive products, including an AI-powered LinkedIn rival and custom chips built by Broadcom.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F09%2F09%2Fnvidia-unveils-new-gpu-designed-for-long-context-inference%2F%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/ghaBxoRMgldB4oFyMkWfH28xH2SI3pHPelp1925PnQo=422">
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<strong>Nvidia unveils new GPU designed for long-context inference (1 minute read)</strong>
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Nvidia has announced a new GPU called the Rubin CPX designed for context windows larger than 1 million tokens. The GPU, meant to be used as part of a broader 'disaggregated inference' infrastructure approach, is optimized for the processing of large sequences of context. It performs better on long-context tasks like video generation and software development. The Rubin CPX will be available at the end of 2026.
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<div style="text-align: center;"><span style="font-size: 36px;">π§ </span></div>
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<h1><strong>Deep Dives & Analysis</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.seangoedecke.com%2Fresponses-api%2F%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/BehzKn9Wb8LhSJOxIQUEVE4Y1tSOQ1vHRsiKYYCeuFo=422">
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<strong>The whole point of OpenAI's Responses API is to help them hide reasoning traces (5 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
OpenAI's Responses API replaces the previous /chat/completions API for inference. The new API has a lot more features, but the main difference is that it is stateful. Users no longer have to pass the entire conversation history with each request, they just have to pass an ID representing the state of the conversation and the provider keeps models up to date. This allows OpenAI to keep its reasoning traces secret.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fsdan.io%2Fblog%2Ftraining-imperative%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/Fq9OhdnfeVXy2O_kp4-ctaCECSzMqBg-OrHu-ru3-OI=422">
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<strong>The Training Imperative (6 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Every serious AI company will eventually train its own models. The barrier to doing so is collapsing. Distillation, fine-tuning, and post-containing get easier every month. Soon, the only way to stay relevant will be to own your own models.
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<strong>Thoughts on Evals (14 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Production monitoring reveals real issues that pre-deployment evals will inevitably miss, especially as AI products become more unpredictable and personalized. Evals are collections of already-known failure cases, but agents can and often do fail in ways that produce no error codes.
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<div style="text-align: center;"><span style="font-size: 36px;">π§βπ»</span></div>
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<h1><strong>Engineering & Research</strong></h1>
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<strong>Discover how Google, AWS, Databricks, and ServiceNow approach data strategy & AI at CData Foundations (Sponsor)</strong>
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Get your data ready for the future of analytics and AI at <a class="Hyperlink SCXW79108198 BCX8" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.cdata.com%2Fevents%2Ffoundations-2025%2F/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/hHyO2lAhow6UsCxkIgHwf1wIjIdrLBrpMa8vefhrhFc=422" rel="noreferrer noopener" target="_blank"><span>CData Foundations 2025</span></a>! One free registration gets you two virtual summit days - Analytics on September 17 and AI on September 24. Join for expert insights, real-world success stories, and practical strategies to modernize your data architecture. <a class="Hyperlink SCXW79108198 BCX8" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.cdata.com%2Fevents%2Ffoundations-2025%2F/2/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/H5Oq4aY8tXf0ohNfNwFnLam-U0GnCack220ZxnILiFk=422" rel="noreferrer noopener" target="_blank"><span><strong>Save your spot (free)</strong></span></a>
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<strong>ByteDance's Backward Reasoning (6 minute read)</strong>
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ByteDance's REER (REverse-Engineered Reasoning) is a paradigm that derives step-by-step reasoning from known good answers rather than building it forward via RL or imitation.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fblog.modelcontextprotocol.io%2Fposts%2F2025-09-08-mcp-registry-preview%2F%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/SpnOMOXGaC24uot_di1QPVDG7X9FpW_fSgNlxxLNBFE=422">
<span>
<strong>Introducing the MCP Registry (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The Model Context Protocol Registry provides a standardized way to distribute and discover MCP servers. A community-driven project, it allows organizations to create private enterprise registries while maintaining compatibility through shared API schemas and moderation guidelines.
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<div style="text-align: center;"><span style="font-size: 36px;">π</span></div></div>
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<strong>Gemini rolls out βTools' redesign on web as Nano Banana growth continues (3 minute read)</strong>
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Gemini Web has rolled out its Tools redesign. The prompt bar is now centered with a new 'Tools' menu that lets users access Deep Research, Veo, image creation, Canvas, Guided Learning, and Deep Think. Gemini now groups suggested prompts together for a cleaner look. Screenshots of the new interface are available in the article.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.tanayj.com%2Fp%2Fthe-gross-margin-debate-in-ai%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/Cv0fsNl6teQ7ACk1FKkN-YNG7Gt-JVcoOS_ippR8nJY=422">
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<strong>The Gross Margin Debate in AI (8 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI companies face varied gross margins across sectors. Chips maintain around 70% margins, while cloud services see margins pressured by AI investments, estimated between 50-55%. Application-level margins range widely, with AI "Supernovas" starting at 25%, potentially negative, while others hit 60%, highlighting pricing strategies and diversified revenue models to improve margins over time.
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<div style="text-align: center;"><span style="font-size: 36px;">β‘</span></div></div>
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<h1><strong>Quick Links</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.warp.dev%2Fcode%3Futm_source=publications%26utm_medium=newsletter%26utm_campaign=warp_code_9_10_quicklinks%26utm_content=tldr_ai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/QVeExp3o7m64q9FTNqJghTkQk_cnRWhFiNsvGIcxsIU=422">
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<strong>Warp Code: Go from prompt to production with Warp's benchmark-beating coding agent (Sponsor)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Warp Code adds a built-in editor and code review to proven CLI and MCP tools, bringing everything together in one powerful app. Top-rated on Terminal-Bench and SWE-bench Verified. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.warp.dev%2Fcode%3Futm_source=publications%26utm_medium=newsletter%26utm_campaign=warp_code_9_10_quicklinks%26utm_content=tldr_ai/2/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/pL39ULWex2McHiEeoBSdSWcQcLaucylXAacGxfV92EI=422" rel="noopener noreferrer nofollow" target="_blank"><span>Download today</span></a>
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<span>
<strong>OpenAI Launches $50M People-First AI Fund (6 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
OpenAI announced a $50 million fund to support nonprofits working on AI literacy, community-driven innovation, and equitable economic opportunity.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fx.com%2Fswyx%2Fstatus%2F1964986951515451773%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/Xmx-F2PaIU6s1O2H0qL_mSYmVz5t_KXUaUVTtvVOt9I=422">
<span>
<strong>Four scenarios for open vs frontier AI model competition (1 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The main question is whether smaller models will continue to lag closed source models by 6-12 months, or if the gap will expand as capabilities advance.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fgizmodo.com%2Fnvidia-ceo-says-ai-will-actually-make-us-busier-in-the-future-2000650610%3Futm_source=tldrai/1/0100019933daf759-cbeee3de-bb76-4917-9743-7026a2f4392d-000000/ol2aJMbGY4_lASikpA-N_GHrd7nJkxAAQXHzCt0QrrA=422">
<span>
<strong>Nvidia CEO Says AI Will Actually Make Us Busier in the Future (5 minute read)</strong>
</span>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Nvidia CEO Jensen Huang predicts AI and robotics will increase human workloads, countering Elon Musk's vision of more leisure time.
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