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The November inflection, and a second npm worm in three weeks
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Braid Daily · 2026-05-19

The November inflection, and a second npm worm in three weeks

Simon Willison's six-month recap, a Shai-Hulud variant that hides inside agent config, and two Unix-era historians gone in the same week.

A stack of six month cards on a dark editorial field, with the November 2025 card glowing yellow over a faint inflection-curve motif.

The lead

1

Simon Willison's annotated PyCon US lightning talk calls November 2025 the inflection point. The top model changed hands five times in one month — Sonnet 4.5, GPT-5.1, Gemini 3, GPT-5.1 Codex Max, and Opus 4.5 — and coding agents crossed from often-work to mostly-work. He also names Google's Gemma 4 as the strongest US open-weight model he's seen, and GLM-5.1 as a…

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Supply chain reaches the agent layer

1

Mini Shai-Hulud: 317 npm packages, 22 minutes, and a new persistence trick

SafeDep

SafeDep's same-day forensic writeup of a May 19 npm compromise: 637 malicious versions across 317 packages — including size-sensor, echarts-for-react, timeago.js, and most of the antv suite — pushed in a 22-minute automated burst. The novel piece is persistence. The payload plants session-start hooks inside Claude Code's settings file, then drops a folder-open task into the VS Code workspace config, so it re-fires every time you open the editor or start an agent session.

“The payload hijacks Claude Code and Codex by injecting SessionStart hooks that re-execute the malware on every AI session, both locally and via commits to accessible GitHub repositories.”

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Tools, training, and the genmedia stack

3

Prime Intellect: General-Agent, a self-evolving synthetic RL environment

@PrimeIntellect

Prime Intellect pitches a fully synthetic reinforcement-learning environment whose task corpus self-evolves: 4,504 tool-use tasks across 1,040 domains and 8,159 tools at the start. If synthetic environment generation produces durable agent skills, the post-training advantage Anthropic and OpenAI built through hand-curated environment engineering loses some of its scarcity.

“The next step toward automating AI is automating RL environments.”

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Unconfirmed: Cursor trained Compose 2.5 on xAI's Colossus 2

@techdevnotes

A single-tweet claim from a generally accurate account says Cursor's Compose 2.5 coding model was trained on xAI's Colossus 2 supercluster. If it holds up, an editor-layer company just rented frontier-scale training compute from a frontier lab — and the lab selling it is the one most willing to undercut its first-party coding-agent rivals.

“Compose 2.5 by Cursor was trained at xAI's Colossus 2.”

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Let's go Bananas with GenMedia — Guillaume Vernade, Google DeepMind

YouTube

Live demo of Google DeepMind's generative-media pipeline reading The Wind in the Willows end to end: Gemini structures the prompts, Nano Banana 2 renders scenes, Veo animates them at 5 cents per second, Lyria composes per-chapter music, Gemini TTS reads dialogue — about a dollar a book. The new Interactions API caches context server-side for around two days, killing the upload-on-every-call pattern.

“Each model has its own set of API. It doesn't make any sense — a developer should just swap the model name and it works.”

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Where agents land in practice

3

Rewiring the State — Eoin Mulgrew, 10 Downing Street

YouTube

Eoin Mulgrew runs cross-government transformation inside 10 Downing Street's data science team. He describes one embedded engineer building, in about two weeks, the statute-book analysis tool the Cabinet Office was about to spend £1.5M outsourcing — and the recruiting and political-cover machinery that lets a small unit of outsiders ship in weeks rather than the typical year-plus discovery phase.

“We do want to recruit missionaries, not mercenaries — a paycheck is not going to get you out of bed when stuff gets hard.”

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Ethan Mollick: large companies are already insourcing what they used to buy

@emollick

After talking with executives at large companies, Mollick says insourcing is underway: in-house teams with agent-driven productivity gains are absorbing routine outside legal counsel, mid-tier marketing agencies, and integration-heavy software vendors. The pressure lands on the high-margin professional-services tier first.

“Why pay so many outside vendors (legal, marketing, software vendors) when you can hire in-house and harness AI productivity gains yourself?”

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pi-config: a worked Plan/handoff/subagents kit for Claude Code

@DanielGri

Daniel Griesser's open repository (HazAT/pi-config) collects three production-tested artifacts for Claude Code: a Plan skill for larger tasks, a handoff skill for when an agent runs out of context, and a directory of named subagents — plus integration with Aaron Francis's Soloterm as a shared terminal substrate. Mario Zechner reposted it, which is what put it on our radar.

“Don't copy, get inspired.”

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Two historians, and one date

2

Peter Neumann has died

TUHS mailing list

Peter Neumann died Sunday at the hospital in Santa Clara, from complications of a fall and surgery a few weeks earlier. He ran the RISKS Digest from 1985, worked on Multics, and wrote Computer-Related Risks (1995) — the column and the book that taught a generation of engineers how to reason about software harms. The Mini Shai-Hulud writeup higher up is the kind of incident RISKS would have annotated.

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Peter Salus has died

TUHS mailing list

Peter Salus died on May 15. His A Quarter Century of Unix is the canonical written history of Unix from Bell Labs through the workstation era — researched while most of the principals were still alive to interview. Two of the field's historians gone in the same week.

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Companion episode

Mostly-work, malicious npm, and one engineer replacing a law firm

· 00:28:26

We've been tracking the encyclical since last week — Vatican News confirms Pope Leo XIV's Magnifica humanitas publishes Monday, May 25, and we'll cover it then.