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Vol. 2026 · No. 245
Refreshed 7:12 am PT
Wed · Sep 2 · 2026

The stack

4 picks · curated
01
Hacker News txt 895 c · 798 pts

How accurate have Ed Zitron's AI skeptic predictions been?

Dan Luu scores Ed Zitron's AI-collapse predictions against what actually happened and finds the loudest skeptic's track record is poor — repeatedly wrong on OpenAI's finances, model progress, and adoption, with the misses quietly memory-holed.

02
Stratechery txt 4h · paywalled

Fable 5.1, enterprise frontier safeguards

Thompson on Anthropic's Fable 5.1 release: the disliked Fable data-retention policy isn't just being softened but removed outright, and increased prompt caching is framed as a win for both Anthropic's margins and customers' costs.

04
Reuters 6h

How Japan's bond rout is turning the tide of global capital

Rising Japanese yields are pulling decades of Japanese savings home, draining a reliable bid from Treasuries and European debt just as US borrowing balloons — a structural shift behind the global bond selloff, not a one-day scare.