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Long-form research articles, thinking in public from the Lab, and a daily read on what's moving. Free to read.

Research Articles
Nº 003 · Jun 24, 2026
Who Really Wins From Subsidized AI

A reply to Haseeb Qureshi's "The Rise of the 149-Person Company." He is right that cheap AI pushes companies to stay small. A couple of things worth adding to his picture: who else this cheap price quietly helps, and why the biggest companies may be less stuck than they look.

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Nº 002 · Jun 16, 2026Where the Work Goes When AI Makes It CheapNº 001 · May 14, 2026Defensibility in the AI era
From the Lab
What AI Broke · Jul 31, 2026
The contest left the screen

A frontier lab gave humanoids whole-body control, a chipmaker offered to guarantee its customer's data-center debt, and the agent-access layer landed in court.

Counter-Signal · Jul 27, 2026
AI Wins Where the Answer Is Cheap to Check

AI's frontier wins are real but cluster where answers are cheap to check; human judgment holds precisely where no cheap test can score it.

Industry Pulse

The latest read for your industry.

REAL ESTATE
The biggest brokerage is building an AI edge
LEGAL
The bill for getting AI wrong just became law
MARKETING
Ad platforms opened campaigns to outside AI agents
ACCOUNTING & FINANCE
AI moved into the close, and the rules followed
RECRUITING & HR
Companies are rehiring the staff AI replaced
ENERGY
The power grid fell short, and the backlash began
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