Research
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Latest work
AnalysisSep 12, 2026
What we're watching: who gets to check OpenAI's agent numbers

Three arguments were live this week and none cleared review: what each needs before it runs.

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Industry PulseSep 09, 2026
Accounting & Finance: where the industry stands with AI

Accounting uses AI almost everywhere for routine entry and drafting; fees, junior training and the sign-off are where it changes the business.

accounting-financepricingjobsregulation
AnalysisSep 05, 2026
Meta and OpenAI Started Charging for AI by Who You Are

Meta and OpenAI priced AI access this week by who the buyer is, and the list price stopped being the price.

pricingregulationmodelsstrategy
WeeklySep 05, 2026
GPT-6 shipped and the price of AI moved into the contract

OpenAI shipped GPT-6 and rationed it, Meta priced customer data, a contract clause cut off Cursor, and Europe put ChatGPT under search rules.

seo-geopricingregulationmodelsstrategy
Industry PulseSep 02, 2026
Accounting & Finance: the AI discount now has a number

A US firm priced agent-run assessments 30 to 50 percent below human rates, software took the unbilled chasing, and EU disclosure duties went live.

accounting-financepricingjobsregulation
Industry PulseSep 02, 2026
Legal: California votes AI duties on lawyers as tools come bundled

California's legislature passed the first US bill putting AI duties on lawyers, still unsigned, while August's tool launches arrived inside systems firms already run.

legalpricingregulationdefensibility
Industry PulseSep 02, 2026
Marketing: agency prices fall as the platforms take the routine work

In August WPP conceded AI will cut its prices, the ad platforms began writing account reports themselves, and ChatGPT ads reached Latin America and Europe.

marketingseo-geopricingjobsregulation
Industry PulseSep 02, 2026
Energy: AI reaches the control room as the EU delays its deadline

Since July, AI agents moved inside control systems operators already run, Iberdrola claimed nearly 500, and the EU pushed its compliance deadline to 2027.

energypricingjobsregulation
Industry PulseSep 02, 2026
Recruiting & HR: the EU delay is law and the CV stopped working

Europe's hiring-AI delay is law while disclosure took effect, US screening is near-universal, and the CV no longer separates candidates.

recruiting-hrjobsregulation
Industry PulseSep 02, 2026
Real Estate: where the industry stands with AI

Real estate uses AI almost everywhere, mostly for writing, while the measured gains sit in apartment leasing and back-office paperwork.

real-estateseo-georegulationstrategy
Industry PulseSep 02, 2026
Real Estate: the AI assistant is reaching the brokerage's back office

Between July and August 2026 AI assistants gained early access to brokerage files, vendors began selling AI visibility checks, and Europe deferred its high-risk rules.

real-estateseo-georegulationstrategy
WeeklyAug 29, 2026
The week the neutral layers got an owner

The open hubs, search indexes, and model vendors operators treated as neutral each got an owner, a price, or an automation this week.

seo-geopricingdefensibilitymodelsstrategy
AnalysisAug 22, 2026
What Stripe's Reported $8 Billion OpenRouter Deal Actually Buys

Stripe agreed to buy AI gateway OpenRouter for a reported $8 billion, mostly in stock. The growth is real and the demand view is wide. The weak point: rivals already give the same routing away free.

pricingregulationdefensibilitymodelsstrategy
WeeklyAug 22, 2026
Cheaper to use, harder to own

This week AI capability spread to more people while gateways, data and compute concentrated in fewer hands and the cheap-token assumption cracked on two fronts.

pricingdefensibilitymodelsstrategy
WeeklyAug 15, 2026
The AI stack repriced from top to bottom

Frontier prices fell, a neutral coding tool got acquired, and European funding surged. Capability got cheaper while ownership grew more concentrated.

startupspricingdefensibilitymodelsstrategy
Industry PulseAug 11, 2026
Marketing: the ad and the sale are moving into the AI chat

Since late June, ads that open an AI chat, agents that close sales in WhatsApp, and a Yelp-ChatGPT deal are folding marketing into the assistant.

marketingseo-geodefensibilitystrategy
Counter-SignalAug 10, 2026
Europe Delayed Its AI Act. The Part That Binds Already Landed.

The EU delayed the AI Act's high-risk rules to 2027, but the transparency duties touching most businesses took effect on time; the direction holds.

regulationdefensibilitystrategy
What AI BrokeAug 07, 2026
The ledgers and the courts moved

Microsoft rationed the AI usage it markets, paper AI-stake gains inflated Big Tech profits, and a US court ruled an AI agent is its user.

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