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Sheet 2 of 4 · Lab notes · The shop's own paperVol. 01 · Niš, Serbia · Free

Lab notes.

Tutorials on one side, essays on the other, Stoic notes from the shelf, and the weekly Wire on what is moving in AI infrastructure. Written down the week it happened, so it is still true.

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Lead noteThe Wire · Note 081 · Nov 14, 2026 · 7 min

SpaceX Plans $74 Billion of AI Campuses Just as Texas and Arizona Turn Wary

SpaceX says it will spend more than $74 billion on AI supercomputing campuses at Starbase and in Cochise County, Arizona. The money is announced; the permits, the power and the politics are not settled.

Read the noteBy Lazar Stanković · from the shop in Niš
Also this week · The Wire · 7 min
October Runs Hot, and Markets Price a December Fed Hike
October CPI rose 0.4% and producer prices are up 6.5% on the year, the most since 2022. Futures price a December hike, a 10-year above 5.1% reprices tech, and BLS cannot publish October's annual CPI at all.
Also this week · The Wire · 7 min
'Don't Ask Again' Remembers Your Password: Claude Code Approvals Are Leaking Secrets to GitHub
Apiiro found 1,379 secrets in public copies of Claude Code's local settings file, written there by the 'don't ask again' button. How it happens, who counted, what Anthropic has said, and how to clean up.
Departments · The four series
Archive · Every note on file
2026
No.DateNoteSeriesRead
081Nov 14
SpaceX Plans $74 Billion of AI Campuses Just as Texas and Arizona Turn Wary
SpaceX says it will spend more than $74 billion on AI supercomputing campuses at Starbase and in Cochise County, Arizona. The money is announced; the permits, the power and the politics are not settled.
The Wire7 min080Nov 14
October Runs Hot, and Markets Price a December Fed Hike
October CPI rose 0.4% and producer prices are up 6.5% on the year, the most since 2022. Futures price a December hike, a 10-year above 5.1% reprices tech, and BLS cannot publish October's annual CPI at all.
The Wire7 min079Nov 14
'Don't Ask Again' Remembers Your Password: Claude Code Approvals Are Leaking Secrets to GitHub
Apiiro found 1,379 secrets in public copies of Claude Code's local settings file, written there by the 'don't ask again' button. How it happens, who counted, what Anthropic has said, and how to clean up.
The Wire7 min078Nov 13
Jensen Huang Resigns, and Nvidia's CFO Inherits the Company Five Days Before Earnings
Nvidia's board accepted Jensen Huang's resignation, naming CFO Colette Kress interim CEO and Harvey Jones its first chair. Shares fell as much as 14% on Thursday, closed down 4.3%, and results still land November 17.
The Wire7 min077Nov 13
Microsoft 365's Outage Passes 15 Hours, and the Health Checks Are the Story
A Microsoft 365 outage that began November 12 ran past 15 hours. Microsoft cites servers failing health checks and has rolled back a network change, with no sustained fix yet. The lessons are about health checks and fallbacks.
The Wire6 min076Nov 13
Anthropic Redraws Claude's Border: Location, Incorporation and Control Now Decide Access
Anthropic's revised Supported Regions Policy, in force since November 12, bars Claude use from China and other unsupported regions by location, incorporation or control, staff abroad and cloud resellers included.
The Wire7 min075Nov 12
Sixteen CVEs in the Plumbing: Node.js Patches Its HTTP/2 and TLS Stack
Node.js 26.13.1, 24.22.3 and 22.23.5 shipped November 11 with 16 fixes, seven rated High, led by an HTTPS heap leak and an HTTP/2 crash. Who is exposed, who a proxy shields, and how to upgrade.
The Wire7 min074Nov 12
The Commit That Wasn't There: Inside the wfx Raid on GitHub Actions Secrets
Since November 10, hijacked GitHub accounts have pushed a CI secret stealer to default branches and reverted it within seconds. How it hid, where the counts disagree, and what to check today.
The Wire7 min073Nov 12
DeepMind Ships a Factory Robot Brain and a Cell-Aware Genome Model, and Only One Has an API
Gemini Robotics 2.5 (November 10) and AlphaGenome 2 (November 11) arrive with large, Google-run numbers. The genome model is callable today for non-commercial research; the robot model reaches partners only.
The Wire6 min072Nov 11
Vercel, Netlify, Cloudflare, Coolify, Dokploy: The Limits, the Meters and the Monthly Bill
CPU caps, memory ceilings, build limits and egress rates for five deploy targets, from their own docs as of November 11, 2026, plus two worked monthly bills. The meters differ more than the sticker prices.
The Wire16 min071Nov 11
Gemini 4 Carbon Goes on Sale: Frontier Scores at Argon's Price
Google opened Gemini 4 Carbon to paying API developers and AI Ultra subscribers on November 10: $2/$10 per million tokens until November 30, then $4/$20, a photo-finish CursorBench lead, and a Signal proof run.
The Wire7 min070Nov 11
CoreWeave Beats, Raises, and Pays $846 Million in Interest
CoreWeave's third-quarter revenue rose 168% to $3.66 billion and guidance beat consensus, lifting a stock down 40% in a month. Underneath: a sixfold larger loss and an interest bill growing faster than sales.
The Wire6 min069Nov 10
Node.js 26 'Lithium' Goes LTS: Temporal Ships, and the Deprecation Bills Come Due
Node.js 26.13.0 'Lithium' became Active LTS on October 28, with support to April 2029. Temporal by default, V8 14.6, real removals, and what upgrading a NestJS or Express service actually takes.
The Wire7 min068Nov 10
NestJS 12: ESM Packages, Schema-First Validation, and an Upgrade You Can Mostly Script
NestJS 12 shipped August 27 with ESM-only packages, Standard Schema validation on route decorators, Vitest and oxlint defaults, and a hosted observability SDK. What breaks, what does not, and how to move a v11 app.
The Wire8 min067Nov 10
.NET 11 and C# 15 Ship: Unions, In-Box Zstandard, and a Support Clock That Stops With .NET 10's
.NET 11 went GA on November 10 with C# 15 union types, Zstandard in System.IO.Compression and opt-in runtime async. It is an STS release whose support ends the same day as .NET 10 LTS.
The Wire8 min066Nov 10
SoftBank's ¥1.1 Trillion Quarter: The Write-Off Was Made of Turbines, Not Models
SoftBank swung to a ¥1.12 trillion loss in its fiscal second quarter. The damage came from US data-center power equipment, financing costs and Intel hedges, while its OpenAI stake stayed marked at $99.6 billion.
The Wire7 min065Nov 10
Five objections to gating AI-written code, and how Deslopping answers them
The approve button no longer proves anyone read the diff. I'm building Deslopping to fix that, and these are the five objections I hear most, answered with the screens.
The Wire6 min064Nov 10
Claude Fable 5.2 and Mythos 5.2: One Model, Two Doors, and a 20% Cheaper Ticket
Anthropic shipped Fable 5.2 and Mythos 5.2 on November 9: one model behind two access tiers, a 20% price cut to $8/$40, and benchmark, security and Fermat claims that are, for now, Anthropic's own.
The Wire6 min063Nov 09
Nvidia's Board Opens an Independent Investigation Nine Days Before Earnings
Nvidia's board will investigate reports that Jensen Huang was the target of a foreign intelligence effort. It sees no sign secrets were compromised; the stock slipped, and results land November 17.
The Wire7 min062Nov 09
The Frontier Gets Repriced: OpenAI Takes $1.25 Trillion, Anthropic's IPO Buyers Talk Lower
OpenAI closed an $11 billion first slice of its round at $1.25 trillion, below its $1.4 trillion ask, while Anthropic's IPO buyers reportedly talk $1.2 to 1.3 trillion. The sell-off has set the price.
The Wire7 min061Nov 08
Inkling 2 Small: 594 Billion Parameters, 17 Billion at Work, Weights Promised Next Week
Thinking Machines launched Inkling 2 Small on November 5, a 594B-parameter MoE with 17B active, on Tinker only. Its self-reported scores are solid, not dominant; the real test is the Apache 2.0 weights promised for next week.
The Wire6 min058Nov 07
Google's $17 Billion Wyoming Campus Brings Its Own Power Plant
Google confirmed a $17 billion data center near Cheyenne on November 5, fed largely by a gas-fired private microgrid that includes AEP's 702 MW Bloom fuel-cell plant. The grid queue is what it routes around.
The Wire7 min057Nov 07
The AI Trade Meets the Ballot Box: a $2.3 Trillion Thursday and a Cautious Friday
On November 5 the Nasdaq 100 fell more than 6% and chip stocks 12% as markets repriced the AI buildout after the midterms. Friday's bounce was partial; the open question is now electricity, not models.
The Wire7 min060Nov 06
The Freezer Aisle Is an Attack Surface Now: US Agencies Warn on Refrigeration Controllers
On November 5, CISA, the FBI and three other US agencies warned that hackers are targeting refrigeration controllers worldwide, after supermarkets in at least nine European countries binned food from freezers set to 50°C.
The Wire6 min
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