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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 066 · Nov 10, 2026 · 7 min
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.
Read the noteBy Lazar Stanković · from the shop in Niš
Also this week · The Wire · 6 min
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.
Also this week · The Wire · 6 minClaude 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.
Departments · The four series
Build01 · Tutorials
Jun 19 · 3 minPrompt Engineering: Text Summarization
In an era where market-research PDFs land on desks faster than you can finish a ristretto, prompt-engineered text-summarisation lets analysts trade hours of CTRL-F drudgery for instant, five-sentence clarity on how AI adoption and ramped-up privacy regulation are reshaping customer behaviour.
All tutorials →Think02 · Essays
Jun 18 · 2 minYou can ship in weeks, but can you survive the launch?
We had three weeks to build an MVP. No extensions, no excuses. Ambitious? Absolutely. Risky? Of course. But this wasn’t our first rodeo.
Jun 07 · 2 minThe Myth of the Perfect System
All essays →The Wire04 · Weekly
Issue 066 · Nov 10 · 7 minSoftBank'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.
Issue 065 · Nov 10 · 6 minFive objections to gating AI-written code, and how Deslopping answers them
Issue 064 · Nov 10 · 6 minClaude Fable 5.2 and Mythos 5.2: One Model, Two Doors, and a 20% Cheaper Ticket
Get it weekly, free →Archive · Every note on file
2026
No.DateNoteSeriesRead
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 min065Nov 10Five 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 10Claude 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 09Nvidia'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 09The 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 08Inkling 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 07Google'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 07The 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 06The 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 min059Nov 06Atlassian 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 min056Nov 06GPT-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 min055Nov 06How 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 min054Nov 05I 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 min053Nov 04How 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 29Mistral 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 29Memory 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 29The 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 28Octoverse 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 28The 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 27OpenAI'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 27The 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 26Ten 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 26Haiku 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 26Microsoft 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.
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