Sheet W · The Wire · Weekly letter
The Wire.
One letter a week on AI infrastructure, shipping on a deadline, and building things that last. From a shop in Niš, by someone who has to keep the systems running.
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Last issue · Jul 07 · The Layoff Everyone Blamed on AI, Where the Company Said AI Wasn't the Reason
What arrives
01 · The dispatch
What moved in AI infrastructure this week
Compute, cost per token, who is financing whom. One take, with the numbers, in under ten minutes.
02 · From the bench
One thing I built or broke
A note from the shop: a queue that misbehaved, a migration that did not, a decision on one of the builds.
03 · One line to keep
Something I read that stayed with me
Usually old, usually Stoic, occasionally about databases. Never a product pitch.
Recent issues · Archive
Issue 032
Jul 07, 2026 · 9 min
The Layoff Everyone Blamed on AI, Where the Company Said AI Wasn't the Reason
Microsoft cut 4,800 roles and went out of its way to say AI didn't do it. The gap between what companies claim and what economists see is now the actual story, and this week produced unusually clean evidence for both sides.
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Issue 031
Jul 06, 2026 · 4 min
The Constraint Is Electrons, Not Chips
A former Bitcoin miner just signed a $19B, 20-year lease with Anthropic, and Brookfield 5x'd its fuel-cell financing framework to $25B. The pacing item for the AI buildout isn't silicon. It's power, and the capital to secure it.
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Issue 030
Jul 06, 2026 · 5 min
Cost Per Token Is Where the Fight Moved
vLLM shipped 0.24.0, SGLang landed agent-written kernels, and NVIDIA claims DeepSeek V4 got 5x cheaper to serve on Blackwell in a month. A look at where the marginal cost-per-token wins are actually coming from.
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Issue 029
Jul 06, 2026 · 6 min
Compute Financing Is the New Battleground
In a single week, NVIDIA started financing the buyers of its own chips, Meta hinted it might sell compute instead of buying it, and Together AI raised $800M. The FLOPS aren't the story anymore. The balance sheet is.
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