The queue. For two years the story of the AI buildout was…
The queue. Why the grid, not the chip, is the binding constraint on AI.
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The citation. Why generative engine optimization rewards the same brand on the least stable ground.
The citation. When licensing turned out to be a large-publisher game, one…
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…
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…
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…
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.
This is not financial advice. Nothing in this article should be used…
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…
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.
This is not financial advice. Nothing in this article should be used…
Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades
This is not financial advice. Nothing in this article should be used…
Agentic Loop Failure Modes: A Production Taxonomy at the End of Year One
By Thorsten Meyer — May 2026 The first year of production agentic…
