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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 053 · Nov 04, 2026 · 7 min

How to run SaaS product marketing in 2026: win the answer before the buyer calls

Half of B2B software buyers now start in an AI chatbot, Google answers before anyone clicks, and the shortlist is set before sales says hello. What the 2026 data says product marketing should do.

Read the noteBy Lazar Stanković · from the shop in Niš
Also this week · The Wire · 8 min
Mistral Opens Large 4: A European Trillion-Parameter Model, With One Condition for Hosts
Mistral published the weights of Mistral Large 4, a 1.05T-parameter model trained on 3,800 GPUs in Europe. It closes a month of giant open releases in which licenses, not parameter counts, decide who can serve them.
Also this week · The Wire · 8 min
Memory Makers Post Record Quarters as the AI Shortage Runs on Contracts Toward 2029
Samsung's quarterly operating profit topped 100 trillion won and SK hynix earned 83 trillion won in operating profit at an 80% margin, plus a 100 trillion won return plan. The shortage now runs on contracts toward 2029.
Departments · The four series
Archive · Every note on file
2026
No.DateNoteSeriesRead
053Nov 04
How to run SaaS product marketing in 2026: win the answer before the buyer calls
Half of B2B software buyers now start in an AI chatbot, Google answers before anyone clicks, and the shortlist is set before sales says hello. What the 2026 data says product marketing should do.
The Wire7 min050Oct 29
Mistral Opens Large 4: A European Trillion-Parameter Model, With One Condition for Hosts
Mistral published the weights of Mistral Large 4, a 1.05T-parameter model trained on 3,800 GPUs in Europe. It closes a month of giant open releases in which licenses, not parameter counts, decide who can serve them.
The Wire8 min044Oct 29
Memory Makers Post Record Quarters as the AI Shortage Runs on Contracts Toward 2029
Samsung's quarterly operating profit topped 100 trillion won and SK hynix earned 83 trillion won in operating profit at an 80% margin, plus a 100 trillion won return plan. The shortage now runs on contracts toward 2029.
The Wire8 min043Oct 29
The Fed Holds, Two Dissent for a Hike, and the AI Build-Out Meets a 5% Ten-Year
The Fed held at 3.75% to 4% on Oct 28 while Lisa Cook and Beth Hammack voted to hike. With growth at 3.4%, inflation rising and hiring stalled, a ten-year near 5% now prices the AI build-out.
The Wire8 min040Oct 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 min039Oct 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 Wire9 min049Oct 27
OpenAI's Claimed Refutation of the Exponential Time Hypothesis: Lean-Checked, Unreviewed, and Not Alone
OpenAI says an internal model disproved the Exponential Time Hypothesis, with a Lean proof, and Anthropic posted a rival claim the same day. Both are unreviewed. What ETH's fall would change, and what Lean cannot certify.
The Wire7 min038Oct 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 Wire8 min048Oct 26
Ten States Are Suing OpenAI, and Model Behavior Now Carries a Per-Violation Price Tag
Texas sued OpenAI on October 23, nine days after eight states did and months after Florida. The complaints recast ChatGPT's design and OpenAI's agent testing as consumer fraud, with penalties counted per violation.
The Wire7 min047Oct 26
Haiku 5.5 and GPT-6.1 Terra Reprice the Models That Do Most of the Work
Anthropic's Claude Haiku 5.5 (Oct 7) and OpenAI's GPT-6.1 Terra (Oct 26) cut the price of agent-grade capability. Their token prices differ tenfold; independently measured cost per task barely differs.
The Wire8 min037Oct 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 min046Oct 23
Kimi K3.1 Pro Comes Within a Point of the Frontier at Half the Price, by Moonshot's Count
Moonshot says Kimi K3.1 Pro trails Claude Opus 5.5 by 0.7 points on Terminal-Bench 4.0 at half the price, with weights due Nov 4. Independent graders mostly agree on coding, less on the rest, and 2.8T parameters is not a laptop.
The Wire8 min036Oct 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 min045Oct 22
Proof by Token: Claude's 180 Million Lines of Rocq and What They Actually Guarantee
Anthropic says Claude wrote machine-checked proofs that 239 entry points in 123 open-source libraries never crash on inputs under 64 MB. The result is real and narrow, and it turns verification from person-years into a token bill.
The Wire7 min035Oct 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 min052Oct 16
Britain Proposes Strategic Market Status for Microsoft's Bundle, Copilot Included
On Oct 16 Britain's competition regulator proposed strategic market status for Microsoft's business software, Copilot included. Nothing is decided; the remedies on the table reach cloud licensing and AI defaults.
The Wire7 min051Oct 15
Meta's Two Muses: A Closed Frontier Model and an 816B Open One, on Meta's Terms
Meta shipped the closed Muse Wonder on October 12 and published the 816B-parameter Muse Spark Open three days later. The weights are free to download; the license decides how open they really are.
The Wire8 min042Oct 13
Microsoft's Four-Digit Patch Tuesday: 1,400-Plus Fixes, One Live Exploit
Microsoft's October 13 release fixed 1,407 to 1,417 CVEs, depending on who counts, 42 to 46% above September's record. Finding bugs got cheap; triage is the scarce resource now, and one bug was under attack.
The Wire8 min034Oct 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 min033Oct 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 min041Oct 08
Valid Provenance, Poisoned Source: Shai-Hulud Reaches the tensorlake SDK
A Shai-Hulud worm shipped on October 8 in tensorlake 0.5.144, built by the project's own release workflow and carrying valid npm provenance. Provenance says where code was built, not whether its source was clean.
The Wire7 min032Jul 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 min031Jul 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 min030Jul 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
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