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<div style="display: none; max-height: 0px; overflow: hidden;">Softbank has sold its $5.8 billion stake in Nvidia to invest more into OpenAI. The investment group's commitments to OpenAI have been profitable </div>
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<h1><strong>TLDR <span id="date">2025-11-12</span></strong></h1>
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<strong>SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet (6 minute read)</strong>
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Softbank has sold its $5.8 billion stake in Nvidia to invest more into OpenAI. The investment group's commitments to OpenAI have been profitable - Softbank reported on Tuesday that its quarterly profit had more than doubled compared to a year earlier. Softbank recently sold part of its stake in T-Mobile's US arm and Deutsche Telekom. It has also loaded up on debt.
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<strong>MIT physicists observe key evidence of unconventional superconductivity in magic-angle graphene (9 minute read)</strong>
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'Unconventional' superconductors are materials that exhibit superconductivity in ways that are different from today's superconductors, which require ultra-low temperatures to operate. MIT physicists have created a material that shows a superconducting gap very different from that of the typical superconductor, meaning that the mechanism by which the material becomes superconductive must also be different. Understanding how unconventional superconductors work could unlock the design of superconductors that work at room temperature, the Holy Grail of the entire field.
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The inability of developer productivity startups to vertically integrate their offerings has hindered their adoption and utility. Vertical integration refers to a tight integration between different tools in a stack. Being unable to ship the whole stack means limiting the features you can provide. 'Glue code' is what makes this all work.
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The Hierarchical Navigable Small World (HNSW) algorithm is a graph-based approximate nearest neighbor search technique used in many vector databases. This post shares advanced findings on HNSWs. HNSWs are resistant to low latency and high performance, so the post is focused on making them fast enough to allow for a 'Redis' experience. It covers the challenges involved in exposing HNSWs as abstract data structures.
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Yann LeCun, the AI pioneer who has led Meta's AI efforts for more than a decade, has reportedly recruited colleagues and spoken to investors about possibly creating a startup focused on developing world models. LeCun has become one of the biggest skeptics that large language models could lead to superintelligence. He has advocated for a new type of training for AI models based on real-world data. LeCun believes that within three to five years, world models will be the dominant model for AI architectures and that nobody will use the kind of models we have today.
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If your arguments can justify anything, then they imply nothing. Arguments like these are almost always rationalizations. Galaxy brain resistance refers to how difficult it is to abuse an argument. Patterns of reasoning that are very low in galaxy brain resistance are common - this can have some extreme consequences. You can avoid galaxy braining yourself by having principles with a very high bar for considering any exceptions, and setting the right incentives - the easiest way to do this is to not give yourself bad incentives.
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<strong>The terminal of the future (20 minute read)</strong>
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Terminals are a mess because a lot of the decisions made in the 80s are impossible to reverse.
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<strong>SpaceX Unveils Cheapest Starlink Plan Yet (3 minute read)</strong>
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Starlink's 'Residential 100Mbps' plan costs $40 per month.
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<strong>Ditch your MSP (Sponsor)</strong>
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<strong>Val Town 2023-2025 Retrospective (18 minute read)</strong>
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Val Town is still far from break-even, but that might change in 2026.
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<strong>The AI Cold War That Will Redefine Everything (16 minute read)</strong>
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The AI race has already helped underpin a worldwide surge in tech spending that is poised to transform industry, society, and geopolitics.
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<strong>Readonly Characters Are a Big Deal (3 minute read)</strong>
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You can mark individual substrings read-only in Emacs so that you can edit anywhere except specific ranges.
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