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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
072Nov 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 min
071Nov 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 min
070Nov 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 min
069Nov 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 min
068Nov 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 min
067Nov 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 min
066Nov 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 min
065Nov 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 min
064Nov 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 min
063Nov 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 min
062Nov 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 min
061Nov 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 min
058Nov 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 min
057Nov 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 min
060Nov 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
059Nov 06
Atlassian Beat the Quarter and Got Punished for the Slope
Atlassian topped Q1 FY27 estimates, then guided cloud growth from 31% to about 27% and the stock gave back much of its autumn rally. The numbers, the Data Center hangover, and what agents mean for seat-priced Jira.
The Wire6 min
056Nov 06
GPT-6 Cyber: A 'Critical' Model, a Guest List, and a Longer Patch Queue
OpenAI released GPT-6 Cyber on November 5 to vetted Daybreak Red customers, rating it Critical under its own framework. The vendor numbers are striking; the real bill lands on everyone's patch queue.
The Wire7 min
055Nov 06
How Deslopping works: one AI-written pull request, from risk score to merge
A step-by-step walk through Deslopping: how a pull request is scored, how its questions are written and tested, what happens after a wrong answer, and what a team learns about its AI without ever seeing a person.
The Wire9 min
054Nov 05
I built an app that puts engineers back behind the wheel of AI-written code
AI writes more of our code every month, and the approve button has quietly become a rubber stamp. Why I built Deslopping, a GitHub check that asks engineers to show they understand a change, and never ranks them.
The Wire9 min
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 min
050Oct 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 min
044Oct 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 min
043Oct 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 min
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
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