May 17, 2026
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16 min read
Some companies are rebuilding themselves around AI. Everyone else is waiting for a lab, vendor, owner, or competitor to do it to them.
May 10, 2026
18 min read
Meta engineers burned 60 trillion AI tokens in 30 days. Anthropic has compressed product cycles from months to days. Meanwhile, nearly 90% of firms say AI has had no impact on productivity or employment.
May 3, 2026
14 min read
This is the first moment agentic commerce has anything close to a Schelling point. Plus; Mercury got its OCC conditional approval.
Apr 26, 2026
17 min read
Plus; $16bn withdrawn from Aave in a "run on DeFi" after KelpDAO hack, and Plaid's annual letter.
Apr 19, 2026
13 min read
Plus; Amex's liability model for agentic commerce & Revolut's foundation model for banking
Apr 12, 2026
25 min read
*If we don't figure out how to do it differently. Plus, Perplexity & Plaid Partner on Personal Agents
Apr 5, 2026
19 min read
Walmart saw a 66% conversion drop adding agentic commerce. Proving agents needs invisible payments, not better checkouts.
Mar 29, 2026
The next wave of consumer fintech isn’t an app. It’s a personal agent. And nobody’s built the product yet.
Mar 22, 2026
Every bank will go onchain. It’s a question of when & with who?
Mar 18, 2026
15 min read
How agents will pay on the internet—and the economy that emerges when they can
Mar 15, 2026
20 min read
The MrBeast bust, the KPMG anomaly, and the Iran wallets. Plus; CFTC's new rules & Revolut finally gets a bank account.
Mar 10, 2026
OpenClaw is Linux. We don't know who Red Hat is yet.
