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Insights

378 posts
  • Insights

The unbundling of the budget app. Why a conversational finance surface absorbs what the personal-finance apps charge for, and what survives the absorption.

When Intuit shut down Mint in early 2024, it left roughly 3.6…
  • Thorsten Meyer
  • May 21, 2026
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  • Insights

The license. Why the AI content market pays the brand-name corpus and strands the long tail.

When AI search severed the referral, it left publishers with one apparent…
  • Thorsten Meyer
  • May 20, 2026
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  • Insights

The cleaner cap table. Why Anthropic’s public-benefit structure dodges OpenAI’s charitable-trust problem — and trades it for a governance question of its own.

Two days after a federal jury dismissed Elon Musk’s charitable-trust case against…
  • Thorsten Meyer
  • May 20, 2026
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Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

This is not financial advice. Nothing in this article should be used…
  • Thorsten Meyer
  • May 18, 2026
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Raw-feed licensing. The contract that doesn’t exist yet.

Training-data licensing exists. Display licensing exists. Raw-feed licensing for downstream per-audience rewrite…
  • Thorsten Meyer
  • May 17, 2026
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  • Insights

Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

This is not financial advice. Nothing in this article should be used…
  • Thorsten Meyer
  • May 16, 2026
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  • Insights

Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades

This is not financial advice. Nothing in this article should be used…
  • Thorsten Meyer
  • May 16, 2026
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  • Insights

Agentic Loop Failure Modes: A Production Taxonomy at the End of Year One

By Thorsten Meyer — May 2026 The first year of production agentic…
  • Thorsten Meyer
  • May 15, 2026
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The Humanoid Robotics Reality Check: Q2 2026 Pilot-to-Production Status

By Thorsten Meyer — May 2026 April 19, 2026. Honor’s “Lightning” humanoid…
  • Thorsten Meyer
  • May 15, 2026
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  • Insights

The Death of the Identical Paragraph

The Associated Press was founded in May 1846 when five New York…
  • Thorsten Meyer
  • May 14, 2026
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  • Insights

The deployment. How the AI labs verticallyintegrated into the serviceslayer — the Palantir modelat scale.

The deployment. Within seventy-two hours in early May 2026, the two largest…
  • Thorsten Meyer
  • May 29, 2026
  • Reality Check

Quiet GPUs for Local AI: Acoustic and Thermal Roundup

Disclosure: This article contains affiliate links, and as an Amazon Associate I…
  • Thorsten Meyer
  • May 29, 2026
  • Insights

One upload in. A whole channel’s worth of content out.

For creators · v1.5 release ChannelHelm turns a single video into everything…
  • Thorsten Meyer
  • May 28, 2026
  • Insights

$965B and Climbing: Anthropic’s Series H Is Really a Compute Bet

Anthropic announced today, May 28, 2026, that it has closed a $65…
  • Thorsten Meyer
  • May 28, 2026
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