Daily edition
Oct 3, 2026
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7 min read
Uber capped AI spend at $1,500/employee. Amazon blocked agents. The limits arrived without regulators.
Oct 2, 2026
The suppliers won. The lenders got picky. The projects mostly failed.
Oct 1, 2026
Voluntary commitments at the top mean your vendor contracts are now your only enforceable control.
Sep 30, 2026
When your three biggest suppliers all pick safety and margins over frontier capability in 48 hours, your 2027 roadmap changes.
Sep 29, 2026
The $10T buildout just shifted from earnings to equity. Here's what changed.
Emerging Signal
6 min read
Emerging Signal, edition 1: European quantum, and the supplier the map cannot see
Sep 28, 2026
Three vendors, three pricing units, zero agreement. Your budget doesn't exist yet.
Sep 27, 2026
Two opposite failures. One vendor blacklisted, one model paused. Buyers now write the limits.
Sep 26, 2026
Controls became the product. Nobody has the receipt yet.
