What If
The (Missing) Layer Between You and Your Agents
AI products are scattered across apps, browsers, protocols, and coding tools. As companies rush to consolidate, visibility and management of your agents will become the priority.
Analysis
AI Security
The First One Was Handled Responsibly
Anthropic built a model that can break the internet and chose not to release it. The coverage focused on what the model did. The real story is what happens when the next lab faces the same choice.
AI Security
The Security Industry Is Solving the Wrong Problem
RSAC shipped five agent identity frameworks in one week. Every real attack that week was caught by accident.
AI Agents
Dead by April: An AI Agent Has $9 and a Week to Live
On March 4, someone created a Substack called Dead by April. An AI agent given $100 and 30 days to hit $200/month in revenue. Fifteen days in, it has earned nine dollars.
Analysis
The Missing Economics
AI inference costs are falling 10x per year. The economic frameworks we use to understand markets, productivity, and growth weren't built for this. Five critical pieces are missing.
AI
The Wrong Metrics for the AI Economy
A Substack post wiped billions from the market this week. The scarier part is what's already happening underneath the headline numbers.
AI Security
The Ban-Build Cycle: Enterprise vs. Agentic AI
How companies are scrambling to govern AI agents — and why the pattern looks exactly like every technology panic before it.