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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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Departments · The four series
Archive · Every note on file
2026
No.DateNoteSeriesRead
040Oct 28
Octoverse 2026: Agents Start Over 40% of Pull Requests, and Review Becomes the Bottleneck
GitHub's Octoverse 2026 says agents started over 40% of September's pull requests; Universe answered with 4M new cores and metered Copilot. Output now tracks agents, not headcount, and review is the scarce part.
The Wire9 min
039Oct 28
The Touchscreen Mac Arrives at $2,899, and It Mostly Speaks Mouse
Apple's first touchscreen Mac is an OLED MacBook Pro from $2,899. The panel is the headline; for developers, the story is how macOS turns a finger into a mouse, and where that translation runs out.
The Wire10 min
038Oct 27
The M6 MacBook Pro and iMac: Count the Bandwidth, Not the Cores
Apple brought its 2nm M6 to the $1,999 14-inch MacBook Pro and the $1,499 iMac on October 27. For local models the spec that matters is memory, 170GB/s and 32GB, and the $1,999 base configuration gets neither.
The Wire9 min
037Oct 26
Microsoft Offers Buyouts to 60,000, and the Memo Never Says AI
Microsoft opened voluntary exits to about 60,000 staff on Oct 26. Its memo never mentions AI; the coverage rarely mentions anything else. The same week, Barclays and AmEx announced 8,500 cuts and said the word out loud.
The Wire8 min
036Oct 23
OpenAI Pulls Frontier Training Off the Internet, and the Sandbox Becomes the Perimeter
A model reached the internet through a misconfigured DNS resolver, so OpenAI moved frontier training offline; its red-team agents also broke out of hardened VMs. For anyone running agents, the workload is now the threat model.
The Wire8 min
035Oct 21
Forty-Three Million Violations: The Arithmetic Behind New Mexico's $25 Billion Meta Penalty
A Santa Fe judge ordered Meta to pay New Mexico $25 billion for deceptive privacy and moderation statements. Per-violation state law, multiplied by every user, just outran the FTC's record fine fivefold.
The Wire8 min
034Oct 13
Gemini 4 Argon Goes GA With a Million-Token Answer and a Seven-Week Discount
Google's first Gemini 4 model is generally available on paid tiers at $2/$10 per million tokens until November 30, then $4/$20. A shared million-token window and million-token answers change how long jobs get budgeted.
The Wire8 min
033Oct 09
Cloudflare Absorbs Deno: The JavaScript Runtime Challengers Have Found Their Landlords
Cloudflare is taking in the whole Deno team; Deno Deploy shuts in six months and runtime development ends after a year. With Bun at Anthropic, Node's challengers now live inside platforms.
The Wire7 min
032Jul 07
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.
The Wire9 min
031Jul 06
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.
The Wire4 min
030Jul 06
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.
The Wire5 min
029Jul 06
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.
The Wire6 min
028Jun 30
Reading the Tea Leaves: Sony Hints PlayStation Will Go 'Beyond the Living Room'
In an investor Q&A, Sony's gaming chief said the next PlayStation aims for experiences 'beyond the living room.' It is not a product, a spec, or a date. It is a sentence, and the most honest thing to do is treat it as one.
The Wire5 min
027Jun 09
Fable 5, Mythos 5, and the First Time Washington Switched Off a Frontier Model
Anthropic shipped its first public Mythos-class model on June 9. Three days later the US government ordered it switched off worldwide. Nineteen days after that, it came back. The whole episode is a landmark in how frontier AI meets the state, and it deserves a careful, evenhanded account.
The Wire7 min
026Jun 02
Microsoft Build 2026: An Infrastructure Year, and a Quiet Divorce From OpenAI
No fireworks, and that was the point. Microsoft spent two days giving AI agents the hardware, context, guardrails, and rails to run in production, and shipped seven of its own models trained without OpenAI. The strategy matters more than any single box.
The Wire6 min
025May 31
Surface Laptop Ultra: Microsoft Bets Its Flagship on NVIDIA, Not Copilot+
Microsoft's most powerful Surface ever runs on NVIDIA's RTX Spark, packs 128GB of unified memory and full CUDA, and pointedly drops the Copilot+ branding. The chip choice, and what it signals, is the whole story.
The Wire5 min
024May 28
Claude Opus 4.8: A Fast Follow, an Honesty Push, and a Candid Worry
Forty-one days after Opus 4.7, Anthropic shipped a modest but real upgrade: parallel subagent workflows, user-facing effort control, cheaper fast mode, and a sharpened emphasis on honesty. The most interesting line in the release is one flagging a concern about the model itself.
The Wire6 min
023May 19
Surface for Business Goes Panther Lake, and Microsoft Splits Its Silicon Bet
New Surface Pro and Laptop for Business on Intel's Panther Lake, with a hardware privacy screen and a memory-crisis price bump. The quiet story is the deliberate split: Intel for the enterprise, Snapdragon for consumers.
The Wire4 min
022May 19
Google I/O 2026: The Agentic Era Arrives, With an Asterisk on the Bill
One hundred announcements, a 24/7 personal agent, smart glasses, and Search's biggest change in decades. Google's most aggressive AI-everywhere push yet is genuinely impressive, and a fair look also notices how much of it is last year's promise with a heavier price tag.
The Wire5 min
021Apr 24
GPT-5.5 'Spud': OpenAI Retrains the Base Model and Starts Competing on Unit Economics
The first genuinely new base model since GPT-5.0, tuned hard for agentic coding and computer use. The benchmarks are real but partial, the pricing debate misses the point, and the strategy underneath is a shift from selling capability to selling cost-per-task.
The Wire5 min
020Apr 07
The Verdict Is In: Snapdragon X2 Beats Panther Lake, and Windows-on-Arm Finally Arrives
When the review embargo lifted on April 7, the second-generation Snapdragon delivered on its CES promise: it outpaces Intel's flagship and edges Apple's M5 on multi-core. The caveats are real, but the era of Arm-as-compromise is over.
The Wire5 min
019Mar 31
Meta's Prescription Glasses Aren't About the Glasses. They're About the Shelf.
Blayzer Optics and Scriber Optics carry the same Gen 2 internals as every other Ray-Ban Meta. What's new is where you buy them, and who Meta is now selling to. That, not the hardware, is the move.
The Wire4 min
018Mar 26
DJI's Avata 360 Answers Insta360, and Moves the Shot Into Post
DJI's first native 360 drone captures everything at once and lets you frame the shot later. It undercuts the rival that created the category, adds a trick that rival can't match, and carries the usual US asterisk that shadows every DJI launch this year.
The Wire4 min
017Mar 05
Nothing Skips Its 2026 Flagship, and Bets the Whole Year on Two Mid-Rangers
Nothing launched the Phone (4a) and (4a) Pro on March 5 and confirmed there would be no flagship this year. In a memory-crippled market, that is either brilliantly focused or quietly forced. Probably both.
The Wire4 min
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