Est. MMXXIVIssue №135Vol. II
London - LisbonThu 29 Oct 2026

Read Before Monday

A weekly dispatch by Vitor Domingos · With links, on Sunday, nothing urgent
№ 135 / Weekly
Issue 86
Sun 2 Nov
Sunday Dispatch · № 86 · 2 Nov 2025

Welcome to November! This week is about biros to bots (I know, weird! where reliability, incentives, and governance decide who wins. Starting with how the ballpoint triumphed not for cleverness alone but because wartime demand de-risked it, process engineering made it boringly dependable, and scale murdered cost. Then today’s AI plays rhyme: Microsoft–OpenAI’s refreshed pact is partnership theatre with sharp edges (API exclusivity, long IP tails), so build portability, price exit ramps, and assume Azure gravity. In real estate, synthetic walk-throughs and “stairs to nowhere” shift savings to sellers and verification costs to buyers; label edits, show originals, and set MLS-level guardrails or watch trust evaporate. Have you heard about the Deloitte AI episode? It shows what happens when cheap drafts outrun provenance. Finally, the ancients had a core method: small observations, hard constraints, public tests. Translate that to now; engineer away failure modes, design for manufacturability, disclose modifications, verify sources, then scale.

In this issue
5 pieces

New Atlas marks the ballpoint pen’s 80th year since its New York market debut on 1945-10-29, tracing its path from László Bíró’s 1930s experiments to mass adoption

New Atlas marks the ballpoint pen’s 80th year since its New York market debut on 1945-10-29, tracing its path from László Bíró’s 1930s experiments to mass adoption

. It recounts early failures like John J. Loud’s 1888 patent, wartime RAF orders for 30,000 units, and post-war commercial bursts including the pricey Reynolds Rocket. Later, Marcel Bich’s ultra-cheap Bic Cristal and Parker’s Jotter cemented ubiquity, with sales claims such as a single model moving 57 units per second. The article frames the biro as a communications revolution comparable to the printing press, arguing reliability, fast-drying viscous inks, and ruggedness unlocked everyday and high-altitude use.

My take

The biro’s arc is a textbook on market formation: wartime procurement de-risks invention, then scale economics and ruthless simplification drive price down and demand up. Early entrants monetised novelty (Reynolds), but the profit pool shifted to firms that mastered process engineering and plastics (Bic) and brand-standard mechanisms (Parker). IP here mattered initially, yet commoditisation and workaround patents forced competition on cost, reliability, and distribution. In billions of cheap units imply material and waste footprints policy rarely prices. Bottom line: engineer away failure modes, design for manufacturability, and secure channels before rivals do, because at the end innovation won the market; industrial discipline kept it.

Microsoft outlines a new definitive agreement with OpenAI , deepening their partnership while changing several terms

Microsoft outlines a new definitive agreement with OpenAI , deepening their partnership while changing several terms

. It supports OpenAI’s formation of a public benefit corporation and recapitalisation, with Microsoft’s investment valued at approximately $135 billion for roughly 27 percent on an as-converted diluted basis. The deal preserves Microsoft as OpenAI’s frontier-model partner and retains exclusive IP rights and Azure API exclusivity until AGI. It also introduces an independent expert panel to verify any OpenAI declaration of AGI.

My take

Strategically shrewd, with needles still unthreaded. I like the newfound clarity; dates, panels, and explicit rights reduce guesswork for everyone building on this stack. This is clearly a long runway for product and platform planning, but there's a lot of fuzzy governance around AGI and those vague compute thresholds. Yet, this is vendor realpolitik dressed as partnership renewal. The right-of-first-refusal going away matters, but API exclusivity plus product IP terms still anchor workloads on Microsoft’s fabric. Allowing open-weight releases and third-party co-development widens the ecosystem, but also fragments support and raises integration risk. For the rest of us; we need to negotiate portability and data residency, model our exit ramps, and assume Azure remains the privileged path for OpenAI-powered APIs.

WIRED reports a surge in GenAI across US real-estate marketing, where agents produce fully synthetic listing media, from furnished photos to narrated walk-through videos, without filming physical properties

WIRED reports a surge in GenAI across US real-estate marketing, where agents produce fully synthetic listing media, from furnished photos to narrated walk-through videos, without filming physical properties

. Tools like AutoReel let agents turn stills into polished vertical videos in minutes, and conference anecdotes suggest widespread adoption. Consumers are spotting telltale artefacts: yellowish hues, warped layouts, and “stairways to nowhere.” Social posts comparing original and edited images show cabinets removed, grass replacing pavement, and window sizes changed, fuelling complaints about deception.

My take

This is a textbook information-asymmetry problem intensified by cheap generative media. Sellers internalise production savings, while buyers absorb verification costs; multiple viewings, inspections, and scepticism. Absent clear rules, market norms matter: explicit “AI-edited” badges, side-by-side originals, and MLS-level guidelines could reduce adverse selection, where honest agents are penalised for playing it straight. The current economics favours AI: marginal cost trends to zero and distribution rides social algorithms. The downside is corrosive trust; buyers won’t forgive phantom stairs or magically widened windows. If I were house-hunting, I’d default to floor plans and raw clips first.

This piece reports that Deloitte Australia agreed to partially refund the government after errors were found in a commissioned report, some apparently stemming from the use of generative AI.

This piece reports that Deloitte Australia agreed to partially refund the government after errors were found in a commissioned report, some apparently stemming from the use of generative AI.

The report allegedly included inaccurate citations and a fabricated court quote, prompting corrections and greater disclosure about AI involvement. Officials said the recommendations stood despite revisions, while critics questioned oversight, vendor practices, and the risks of relying on AI tools for sensitive public-sector work. The episode reflects growing tension between efficiency gains from AI-assisted drafting and the reputational and legal risks of hallucinations.

My take

This is a classic principal agent and information-asymmetry problem. Vendors optimise for margin and timeliness; governments need verifiable accuracy. GenAI collapses drafting costs, but without countervailing controls; model cards, source capture, citation validation, and red-team review, the externalities land on citizens. The partial refund tweaks incentives at the margin but doesn’t fix procurement architecture. Contracts should mandate AI-use disclosures up front, enforceable QA checklists (including automated reference verification), and staged acceptance with penalties for evidentiary defects. We need capability to audit both process and provenance, not just conclusions. Clearly cheap drafts and AI slop will become expensive scandals.

This essay traces how a spectacular daytime meteor in 466 BCE near Aegospotami supercharged Anaxagoras’s standing, much as Arthur Eddington’s 1919 eclipse observations boosted Einstein

This essay traces how a spectacular daytime meteor in 466 BCE near Aegospotami supercharged Anaxagoras’s standing, much as Arthur Eddington’s 1919 eclipse observations boosted Einstein

. It sketches a lineage from Thales through Anaximander, Xenophanes and Heraclitus to Parmenides and Anaxagoras, showing how early Ionians split nature from the supernatural. A central claim is that Parmenides’ insight - that the moon shines with “borrowed” sunlight - seeded a cascade of correct inferences about spherical bodies, eclipses and a disenchanted, law-governed cosmos. The author argues that this heliophotism, buttressed by observation of lunar phases, may be the first genuine scientific discovery. Anaxagoras’ natural explanation of eclipses becomes a “special theory,” with a specific solar eclipse on 17 February 478 BCE offered as contemporaneously understood.

My take

You weren't expecting this right? But this is persuasive and fun, if a bit triumphalist. I’ve a soft spot for tidy scientific origin stories. Blame my school teachers... but the essay’s best move is grounding big ideas in small observations: phases, shadows, spheres. The Parmenides claim matters less as a priority dispute than as an illustration of how a single correct constraint, reflected light, collapses the hypothesis space and forces spherical geometry. Methodologically, two gaps stand out: sparse, fragmentary sources and limited uncertainty quantification around dates, paths and attributions. A stronger engineering analogue would flag error bars and alternate models explicitly. Still, the trajectory is clear: Ionian “historia” functioned like protoscience, privileging natural causes and reproducible reasoning.

The Premise
What you need to read before your busy Monday, published every Sunday

Read Before Monday is a weekly newsletter from Vitor Domingos - with a handful of articles, essays and oddities collected over the week, annotated with a short opinion, and sent before Monday morning.

No breaking news. No ten-thousand-word think pieces. No affiliate links. Just a small, curated and considered list of things worth sitting with.

VD
Vitor Domingos
Writing from London
Colophon
Type Archivo · Space Mono
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