Overheard1 / 102
Issue −3 · Sunday 13 September 2026

Overheard

What we overheard this week in AI, software, media, leading and experiments.

By Mattias Ahlström · about twenty minutes

Made with AI. Mattias Ahlström picks the direction. His AI assistant researches, writes and builds every page. Sources are linked, figures are checked against them, and mistakes can still slip through.

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Overheard, issue −3

Seven stories this week and a few small finds at the end. Each one happened out there. If you lead a small team or a small newsroom, you will see yourself in some of it. I try to leave the connecting to you.

Question 1

Who gets to say it is settled? OpenAI says its agents solved a million-dollar maths problem. The prize committee says "apparently". A software company's board voted on a Wednesday, and by Saturday the company said the founder was back. One wiki host says nine in ten new wikis are shut out of Google, and calls its own explanation a guess.

Question 2

Who is visiting? A media chief executive says agents are coming to her sites and the young readers are not. A software founder says his docs traffic fell by about 40 percent while the software was used more than ever. A search engine seems to decide that a new site is not worth showing.

Question 3

How small can the first step be? A handful of people in a walled-off corner of the office. Three thousand desks out of fifty-four thousand. Each of them is a way to try something large without betting the organisation on it.

How I write this

A note on how I write this. I mark what is confirmed, what is reported, and what is my own reading. Where a source is a company talking about itself, I say so.

01

Navier-Stokes: One Claim, One Silence, and More Than Twenty Fields Medalists

OpenAI says its agents settled a million-dollar problem. The people who decide have said very little.

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0
pages

On Tuesday 8 September, OpenAI published a 166-page paper.

OpenAI paper (PDF)

“
For every positive viscosity, we construct a solution of the three-dimensional incompressible Navier-Stokes equations that starts from rest and develops unbounded velocity in finite time while maintaining uniformly bounded kinetic energy.

Abstract of the OpenAI paper, author line "OPENAI"

In plain words

In plain words: these equations describe how water and air move. The question is whether a smooth flow can ever develop a point of infinite speed. The Clay Mathematics Institute put a one-million-dollar prize on it in 2000. Its problem statement has four versions, A to D. A and B have no outside force. C and D allow a smooth force.

Which Clay versions the paper claims

Version A (no outside force)Not claimed
Version B (no outside force)Not claimed
Version C (smooth force)Claimed
Version D (smooth force)Claimed

Verified by the author from the PDF: the paper claims C and D. A and B are not claimed. Source: OpenAI paper; Clay Mathematics Institute problem statement.

Reported, not confirmed

What is reported, not confirmed: the agents reached the result on Saturday 5 September, about 88 hours after the run began, and Lean verification took 17 more hours. I could not open OpenAI's blog, so those figures come from secondary coverage.

Reported hours of work

Agents run, start to resultAbout 88 hours
Lean verification17 hours

Both figures come from secondary coverage; OpenAI's blog could not be opened. Source: Quanta, 8 Sep 2026.

Claimed vs checked

  1. 1
    ClaimedOpenAI paper and blog, 8 Sep 2026, 166 pages, covers Clay versions C and D only (verified from the PDF).
  2. 2
    Machine-checked in LeanReported by Quanta, 8 Sep, about 17 hours after about 88 hours of agent work (both figures secondary). The human check that the Lean statement matches the Clay problem is still pending.
  3. 3
    Peer-reviewed publicationNone found by 12 Sep.
  4. 4
    Clay prize decisionNone. Clay on 11 Sep says "apparently settled" and "deliberately unhurried".

Message count, cost and signatory count are unverified and left out. Source: OpenAI paper (PDF); Quanta, 8 Sep; Clay Mathematics Institute, 11 Sep; mathandai.org; Zenodo 22737750.

“
Today, CMI shares in the excitement of the global mathematical community as we contemplate the announcement that the Navier-Stokes problem has apparently been settled.

Clay Mathematics Institute, 11 September 2026

The declaration

The same day, a declaration called "A Severe Misalignment of AI in Mathematics" appeared. It says: "The goals of the AI companies and the goals of the mathematical community are severely misaligned." Terence Tao, Peter Scholze and Pierre Deligne are among the signatories. The number of Fields medalists differs between the Zenodo record and the declaration site, so I say more than twenty.

Where it stood

By the end of Saturday 12 September, the prize committee's own word was still "apparently".

02

What a Board Can Do to a Founder

Automattic's board voted on Wednesday. By Saturday the company said Matt Mullenweg was back.

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minutes

Fifty minutes. That is how long before the meeting Matt Mullenweg says he received the resolution.

Mullenweg's own account, reported by TechCrunch

Wednesday

On Wednesday 9 September, Automattic's board put its CEO on paid leave. The company's statement: "Matt Mullenweg is currently on leave from Automattic. Mark Davies, Automattic's CFO, will lead the company as interim CEO."

“
I voted against that.

Matt Mullenweg to all staff in Slack, as reported by TechCrunch

The count

By his account, four voted for and he voted against. The four-to-one count is my arithmetic from his message, not a published tally. He also says he asked repeatedly for a few hours with independent legal counsel and was refused. No reason for the vote was given publicly.

The vote, in his account

0%

of the votes were for leave (4 of 5)

4 for and 1 against is derived from Mullenweg's message, not an announced tally; the 80 percent share is own calculation (4 / 5). Source: TechCrunch, 9 Sep 2026.

“
Happy to announce the board is back in agreement, and I'm in control of Automattic.

Matt Mullenweg to staff, morning of Friday 11 September (the company had not confirmed)

What each side said

Wednesday, company

Matt Mullenweg is currently on leave from Automattic.

Saturday: chairman and CEO, with full support of the board.

Wednesday, Mullenweg

I voted against that.

Friday: the board is back in agreement (his claim, not confirmed by the company).

The reason

No reason for the vote was given publicly.

No public explanation for the change either.

Source: TechCrunch, 9, 11 and 12 Sep 2026.

Three days, three statements

  1. Wed 9 SepBoard votes; company statement "currently on leave". Mullenweg in Slack: "conspired", "I voted against that".
  2. Fri 11 Sep, morningMullenweg in Slack: "the board is back in agreement" (his claim; the company had not confirmed).
  3. Sat 12 SepCompany statement: "chairman and CEO ... with full support of the board".
  4. Why the board changed its positionNo public explanation.

4 for, 1 against is derived from Mullenweg's message, not an announced tally. The 50-minute and refused-counsel details are Mullenweg's version only. Clock times for the 12 Sep statement vary between sources, so none are shown. Source: TechCrunch, 9, 11 and 12 Sep 2026.

The weekend

So a vote on Wednesday was gone by the weekend. What the record cannot tell me is why. I found nothing on who owns what, who appoints the directors, or what the votes weigh. Neither side has explained.

My reading

My reading: a vote starts a leadership change. How it is run decides whether it holds.

Carry this with you

If you had to bring a hard decision to your own board, how long before the meeting would you send it?

03

"Google Jail": How New Wikis Vanish from Search

One operator's tally, a Hacker News thread, and no public word from Google.

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percent

Nine in ten. That is the share of new-domain wikis the author of a Weird Gloop post says are stuck.

Weird Gloop, 17 Aug 2026 (the author's own tally)

“
This has happened to about 90% of wikis I'm aware of that have launched on brand new domains since the March 2024 Google core update.

cookmeplox, Weird Gloop, 17 August 2026

The post

The post is dated 17 August. It took off this week, after it hit Hacker News on 8 September and reached 575 points. The author, cookmeplox, says that for two years wikis on brand-new domains "will not show up on Google Search for anything other than the main page."

Nine in ten

90 of 100. About 90% of new-domain wikis the author knows of show only the main page in Google

Author's own tally, no sample size, no denominator; the cause is his stated guess; no Google confirmation found by 12 Sep. Also: about 85% of video game wiki traffic comes from Google (Weird Gloop estimate, game wikis only). Source: Weird Gloop, 17 Aug 2026; Hacker News, 8 Sep 2026.

Read it for what it is

Read the 90 percent for what it is. It is a tally of wikis he knows about. The post gives no sample size and no list. He gives his explanation as "a guess": that Google gave up on spotting SEO slop and decided to nerf brand-new domains.

Time without Google results, two anecdotes

Hollow Knight wiki (brand-new domain)9 months
A commenter's wiki on a subdomainAlmost a year

One wiki each; the second is a commenter's account and 'almost a year' is approximate. Source: Weird Gloop post; Hacker News thread.

Ways out, as reported

  1. 1
    Wait and ship a big updateUndertale and Vampire Survivors got out by waiting and shipping a big game update.
  2. 2
    Launch on an established domainThe League of Legends and Warframe wikis launched on a subdomain of an established domain. The author's test case, overwatch.weirdgloop.org, was seven days old when he wrote.
  3. 3
    Sitemaps and structured dataOne commenter got a year-long absence fixed with sitemaps and structured data.
  4. 4
    No guaranteeAnother commenter ran a wiki on a subdomain and saw almost a year without search results.

Anecdotes from the author and commenters, not tested. Source: Weird Gloop; Hacker News thread.

Google

I found no Google comment as of 12 September. Google's March 2024 post introduced three spam policies and says nothing about a new-domain penalty.

A caution

The 85 percent of game-wiki traffic the author says comes from Google is his own estimate, for game wikis only. A new local news site is a different case, and I gathered no evidence from news sites. Treat that link as my hypothesis.

Where it stands

The author ends by asking anyone with data to contact him. The data is not in yet.

04

"They Never Arrive"

A Schibsted chief executive on young audiences, machines at the door, and what she does not know.

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“
It is not that the younger audiences is leaving us, they never arrive.

Siv Juvik Tveitnes, INMA podcast, 10 September 2026 (she is quoting a saying)

Who said it

Siv Juvik Tveitnes said that on the INMA podcast "No One's Reading This", published 10 September. It is not her own line. She introduces it as "a very good saying". Tveitnes is CEO of Schibsted and became chair of INMA, the media industry body, on 1 June (a date from a secondary source).

0
priorities

She names three priorities: AI, sustainable business models, and young audiences.

INMA podcast "No One's Reading This", 10 Sep 2026

“
more and more agents are coming to our sites that means that the users are maybe not coming.

Siv Juvik Tveitnes, INMA podcast, 10 September 2026

No data

She gives no number and no share of traffic. It is an observation without data, and she says so by not offering any.

What a Schibsted CEO said, 10 Sep 2026

Young audiences

they never arrive

No figure given.

Agents

more and more agents are coming to our sites

Agent traffic share: no figure given.

Brands

they prefer often profiles or individuals or creator more than the actual brands

She mentions a trust study, but no figures are public that I could find.

Speaker Siv Juvik Tveitnes, INMA podcast "No One's Reading This"; automatic transcript, not checked against audio. Source: INMA; transcript.

The wider data

The wider data points the same way, but it does not measure her claim. The Reuters Institute Digital News Report 2026, published 16 June, says 52 percent of 18 to 24 year olds name social media or video networks as their main news source.

Main news source, ages 18 to 24

0%

name social media or video networks as their main news source

Source: Reuters Institute Digital News Report 2026, 16 Jun 2026.

Weekly use of AI chatbots for news

Under-35s16 percent
All, now10 percent
All, before7 percent

Reuters Institute reports 10 percent, up from 7, and 16 percent among under-35s. None of it counts agents visiting websites. Source: Reuters Institute Digital News Report 2026.

A caveat

None of that counts agents visiting websites. Only she says that part. One caveat on my side. The transcript is automatic, with names misspelled. I have not checked the words "agents" and "never arrive" against the audio.

Carry this with you

If young readers never arrive, where in your own numbers would you see it?

05

Into the Cave for a Month

How a small, walled-off team built Grok Bot, told by the man who led its product.

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“
A handful of people to go off into a cave for about a month.

Roman Ugarte, Lenny's Podcast, 8 September 2026

The goal

Ugarte leads product for Grok Bot at SpaceXAI. The goal, in his words, was to build a knowledge work product that brings agents to the rest of the company.

The cave

The cave was real. The team sat in a separate part of the office, with private Slack channels. His reason: they had to make many small decisions every day.

From cave to launch

  1. About 1 monthFirst line of code to internal beta
  2. About 3 weeksInternal beta to public launch (11 Aug 2026, beta)
  3. About 3 weeksLaunch to the recording; episode published 8 Sep 2026

All durations are approximate and from Ugarte in the transcript. Team size is not published; the exact date of the internal beta is unknown. Source: Lenny's Podcast, 8 Sep 2026; x.ai, Introducing Grok Bot, 11 Aug 2026.

How long each stretch took

First line of code to internal betaAbout 1 month
Internal beta to public launchAbout 3 weeks
Launch to the recordingAbout 3 weeks

Durations are Ugarte's and approximate; drawing 'about a month' as 4 weeks is own calculation. Source: Lenny's Podcast, 8 Sep 2026.

200–300
people

Host Lenny Rachitsky says 200 to 300 people, including himself.

Host's number, Lenny's Podcast

What they unshipped

  1. 1
    The model's chain of thoughtEarly versions showed the model's chain of thought, for debugging. Users did not want it.
  2. 2
    The stored memoriesEarly versions also showed the model's stored memories, for debugging. Users did not want them.
  3. 3
    The verdict"We unshipped a lot."

Source: Ugarte, Lenny's Podcast, 8 Sep 2026.

“
Nobody wanted the, like, long stream of just text streaming out.

Roman Ugarte, Lenny's Podcast, 8 September 2026

The discount

Now the discount. Nearly everything about success comes from Ugarte, SpaceXAI or the host. Lenny calls Grok Bot "the hottest AI product in the world", says he is obsessed, and the episode has ad breaks.

The open question

Nobody has published how many people were in the cave.

06

A Second Desk for the Swiss Government

Switzerland's federal chancellery is adding an open-source workplace next to Microsoft 365, and says so in its own study.

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of about 54,000

About 3,000 of roughly 54,000. That is the scale.

Swiss Federal Chancellery, 2 Sep 2026; admin.ch, 18 Dec 2025

The numbers

In December 2025 the federal administration said it had finished rolling out Microsoft 365 on about 54,000 workplaces. On 2 September the Federal Chancellery launched a programme for a "digitally sovereign workplace". From the end of 2027, around 3,000 employees are to use it. The estimated cost is 9 million Swiss francs, for the first phase.

Two numbers on the same screen

5 of 100. of about 54,000 workplaces: about 3,000 openDesk users from the end of 2027

About 5.6 percent is own calculation (3,000 / 54,000). 9 million CHF is an estimate for the first phase; 'workplaces', not computers; the chancellery calls it a programme, not a pilot. Source: Swiss Federal Chancellery, 2 Sep 2026; admin.ch, 18 Dec 2025.

The platform

The platform is openDesk, run by Germany's ZenDiS. It covers mail, calendar, documents, presentations, telephony and video conferencing, and it runs in parallel with Microsoft 365. "Pilot" is the press's word. The chancellery says programme.

Not a replacement

Some coverage wrote "replacing Microsoft". The feasibility study says otherwise: full substitution "is not a realistic option and currently comes with too high risks." The use it names is an emergency fallback if today's office software fails, and a place to handle sensitive information.

“
is not a realistic option and currently comes with too high risks.

Federal Chancellery feasibility study on full substitution (author's translation)

The user test

The study, which I read directly in German (quotes below are my translation), ran a user test from December 2025 to March 2026. Capacity was 300 users. 172 testers from several departments signed up. The browser solution averaged 5.4 out of 6.

The user test

Capacity300 users
Testers who signed up172 testers

The browser solution averaged 5.4 out of 6. Test ran December 2025 to March 2026. Source: Swiss Federal Chancellery feasibility study, PoC BOSS.

Limits the study lists

  1. 1
    Large video conferencesLarge video conferences with real end-to-end encryption.
  2. 2
    Specialist applicationsDeep links into existing specialist applications such as GEVER (Acta Nova) and SAP.
  3. 3
    AutomationMicrosoft 365-specific automation.
  4. 4
    Linux clientsBroad Linux support.

All four remain possible "only to a limited extent or with considerable extra effort." Source: Federal Chancellery feasibility study (author's translation).

What the study says

It says the results are a basis for deeper work "but not yet ready for production". It also says: "The PoC delivers no reliable economic calculation for going into production." The 172 were registered volunteers testing a browser version, which may flatter the grade. That is my caution, not the study's.

The next step

The study's own last pages say the next step has not been decided.

07

When the Docs Stop Getting Visitors

A framework installed 110 million times a week, a business that shrank, and a link that the press draws and the founder has not.

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110 million
installs per week

The framework is installed over 110 million times per week.

Adam Wathan, 9 Sep 2026 (his own figure, not independently checked)

“
Everything will always be MIT-licensed, and our team will continue to lead and maintain these projects for the community with the support of Shopify.

Tailwind blog, 9 September 2026

The business

On the business: "we'll no longer be trying to grow the business around Tailwind." Existing customers keep their access to Tailwind Plus and ui.sh. Sign-ups for new customers are closing. No financial terms are public, and "joining" may or may not mean an acquisition, so headlines saying "acquires" are an interpretation.

“
Traffic to our docs is down about 40% from early 2023 despite Tailwind being more popular than ever.

Adam Wathan, GitHub thread on an llms.txt proposal, January 2026

What Wathan wrote in January

Docs traffic, down since early 2023About 40 percent
Revenue, downClose to 80 percent
Engineering team who lost their jobs75 percent

All three are Wathan's own figures, via secondary summaries; DevClass reports three engineers. The 40 percent has no independent traffic data behind it. Source: GitHub PR #2388; DevClass, 8 Jan 2026.

What the post leaves out

The post mentions AI only in passing, as Shopify's work on agentic commerce. It says nothing about docs traffic or layoffs. For that you need January.

January

He explained that the docs were the only way people learned about the paid products. I have those quotes through secondary summaries, and the layoffs date to early January. DevClass reports three engineers. The 40 percent is his number, with no independent traffic data behind it.

From the docs to Shopify

  1. 18 Nov 2025llms.txt proposal opened in Tailwind's docs repository
  2. Early Jan 2026Wathan writes docs traffic is down about 40% since early 2023, revenue down close to 80%, 75% of the engineering team laid off (his figures)
  3. 9 Sep 2026Tailwind Labs joins Shopify; new sign-ups for Tailwind Plus and ui.sh close; MIT licence stays
  4. 10 Sep 2026Shopify Engineering publishes "Back to native" (no stated link)

Different measurement points, no shared axis. The exact day in January is uncertain; the causal link is secondary sources' interpretation. Source: GitHub PR #2388; Tailwind blog, 9 Sep 2026; DevClass, 8 Jan 2026; Shopify Engineering.

Cause and effect

Secondary outlets tie January to September as cause and effect. Wathan does not say that in the September post. The counterpoints are fair. The analyst paddo.dev argues the problem is a business built on traffic, not a dying framework.

My inference

My own inference, labelled as such: if people ask an assistant instead of reading your pages, the pages that sell are the ones you lose first.

Carry this with you

If a share of your visitors turned into assistants that quote you, which of your pages would you notice missing first?

Also noted 1/3

No comment period for the smokestacks.

The EPA wants to drop the federal requirement that states give the public notice and a chance to comment before air permits for industrial plants, including data centres and their power plants. Nearly 200 organisations and more than a dozen states, both Democratic- and Republican-led, object (Capital B, 12 September; secondary).

Read the source

CA$220 and 33 robots.

Dayzle spent CA$220 on Google app ads over two weeks. Google counted 56 installs. The developers say 13 were real and 33 came from a bot farm, and that the farm's installs made the campaign look better to Google's algorithm (Dayzle's own post; Google had not replied at publication).

Read the source
Also noted 2/3

Measuring sloppy code.

Earendil reports agent-written code about 2.2 times as verbose as 48 mature repositories (0.33 against 0.15) and more eroded (0.68 against 0.31), with no agent fully solving a problem; a counterargument is that sloppiness is architecture and local metrics miss it. The best solve rate is quoted differently in two places, so I leave it out.

Read the source

LG and the smart TV.

A long Gamers Nexus and Level1Techs video claimed LG TVs record audio in standby. LG told Al Jazeera on 10 September it denies ambient recording but confirms scanning for nearby devices, which it calls a standard smart-TV function. Accounts of the standby audio differ, so treat it as contested (Al Jazeera, secondary).

Read the source
Also noted 3/3

A neighbours' group nobody can find.

"Neighbors for Strong Communities" texted Californians urging Attorney General Bonta to drop the antitrust case against Paramount's bid for Warner Bros. Discovery. Reported as incorporated in Washington in June, with no visible funder. The group denies being astroturf and names no donors (Techdirt, secondary).

Read the source

New York bans AI in K-8.

New York City schools ban AI in kindergarten to eighth grade (nyc.gov and CNN, 2 September; headline level, not read in full).

Read the source
Carry this with you

Think of one thing in your organisation that someone has declared settled. Who confirmed it, and how long did the confirming take?

Carry this with you

Who counts the visits to your work, and how would you tell a reader from a machine?

Carry this with you

If you had to try something large without betting the organisation, how small would the first group be, and where would they sit?

Closing

That is the issue. Mattias