Publications
Research on AI agents, backtesting and audits of market forecasts, and the platform's architecture.
AI business
Anthropic filed its S-1 to list on Nasdaq as ANT. Revenue, losses, compute bills, valuation, risks and timing: everything the IPO filing reveals, in plain English.
5 min read8 sections
AI business
Robinhood, Coinbase and Mastercard just opened their doors to AI agents that trade and pay on your behalf. Who is responsible when the agent loses? The fine print answers.
5 min read8 sections
AI business
Gemini 4 Argon leads the Vals index at 68.9%, but Claude trails by two points. What the model does well, what it costs, and where it falls behind.
5 min read7 sections
AI business
A bank chairman got a text that appeared to come from his CEO, then a call in a voice he knew. The research says your ear is not reliable enough to use. Here is what works instead.
22 min read11 sections
AI business
Meta Muse books, shops and sends email for you. What it costs, how its security works, what has already gone wrong, and how to switch off AI training.
19 min read12 sections
AI business
OpenAI put GPT-6 Astra in the junior banker seat on 10 September 2026 and published a score: 69.9% on a financial document benchmark. Here is what that rate does to a deck, what citations do and do not prove, and the checking step to run before it touches client work.
8 min read9 sections
AI business
OpenAI released Astra on 3-4 September 2026 and called it the most intelligent and aligned model in the world. Here is what is verified, what is claimed, and what it means if you build AI products or write code for a living.
9 min read9 sections
AI business
Creator Rewards pays $0.40 to $1.00 per thousand qualified views. Here is the whole system built backwards from that number - account setup, how to find what is working, how to build your own version of it, and what to do every single day.
11 min read12 sections
AI business
A handful of companies are racing for the top of the most expensive podium ever built, and trillions of dollars rest on one assumption nobody has proven yet. Here is the honest picture, the numbers I can actually source, and why I am not going to tell you to buy anything.
9 min read7 sections
AI business
A founder's case for the most personal technology ever built - an agent that manages your calendar, your money and your habits, and is willing to overrule you. The interesting question is not whether it arrives. It is who it answers to.
9 min read10 sections
AI business
A billion dollar valuation does not require a billion dollars of anything. Divide it by the multiples buyers actually paid in 2026 and it resolves to seventeen to forty-three million of recurring revenue, priced off the rate of change rather than the size.
9 min read7 sections
AI business
Published 2026 data puts the median at about two years for AI companies and about nine for everybody else. The compression is real, its source is unglamorous, and the one company in this cohort that reached a full exit did it by being bought rather than by listing.
10 min read8 sections
AI business
Roughly 3,000 a month sounds modest until you ask what has to happen on an unremarkable Tuesday to produce it. Every serious route, divided out against published 2026 rates, including the one where the sums stopped closing altogether.
10 min read7 sections
