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AI Agents at Work: Hype, Harnesses, and Hard Limits
The models are getting genuinely capable at a frightening clip. The bottleneck has quietly moved from the model to the org chart, the harness, and the…
Jul 13
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Mike W
The Real AI Land Grab Isn't the Model. It's the Deployment.
Microsoft, Amazon, OpenAI and Anthropic are all racing to sell the same thing this week, and Salesforce's stock is quietly telling you why.
Jul 8
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Mike W
AI's New Attack Surface
The AI boom didn't just add capability to enterprises. It added a whole new perimeter that nobody is guarding, and the attackers found it first.
Jul 6
•
Mike W
Everyone Wants to Own the Machine
Meta wants to be a cloud, Washington wants a slice of the labs, and Coinbase wants 1,200 agents on payroll. The AI business is quietly reorganizing…
Jul 3
•
Mike W
The Twilight of Tokenmaxxing: Why the AI Story Just Flipped From Consumption to Control
Enterprises are done burning tokens to look busy, Washington now decides who touches the best models, and the smart money is quietly rewriting what an…
Jul 1
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Mike W
June 2026
Backoff
End of Week Markets Breakdown 05/06/2026
Jun 8
•
Mike W
May 2026
Friction
End of Week Markets Breakdown - 22/05/2026
May 24
•
Mike W
2
Release
End of Week Breakdown 08/05/2026
May 10
•
Mike W
1
Standoff
End of Week Breakdown 03/05/2026
May 3
1
April 2026
Waiting
Intraweek Breakdown 29/04/2026
Apr 28
•
Mike W
1
Bottleneck
End of Week Breakdown - 26/04/2026
Apr 26
•
Mike W
1
April 2025
Dive
Multi Asset Report 10
Apr 8, 2025
•
Mike W
1
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