Edition: October 23–30, 2026 | Estimated Read Time: 10 minutes Two storylines ran in parallel this week. One was about money: Anthropic filed to go public in what could be the largest IPO on record, while Meta and Amazon showed how far AI spending is now reshaping their balance sheets. The other was about control: … Continue reading The AI Intelligence Report (October 23–30, 2026) — Trillion-Dollar Filings Meet the Containment Era
Intelligence is bought. Wisdom is built.
Model intelligence is advancing faster than any of us can keep up with, and the real product challenge now is converting that intelligence into wisdom. Intelligence answers whether something can be done. Wisdom knows which answer is worth producing, what it costs to be wrong, and when the right move is to do nothing.
The AI Intelligence Report (October 17–23, 2026) — Money, Monitors, and the Week Rivals Became Each Other’s Distributors
Edition: October 17–23, 2026 | Estimated Read Time: 10 minutes This week the AI story stopped being about model launches and became about money and control. A planned November IPO rested on an $80.7 billion paper loss, former rivals turned into each other's sales channels, and — for the first time disclosed so plainly — … Continue reading The AI Intelligence Report (October 17–23, 2026) — Money, Monitors, and the Week Rivals Became Each Other’s Distributors
Agents Are Becoming the Front Door. Nobody Has Built the Door Yet.
Three things I’ve been watching, and what the public record actually says about each. 1. The assistant is becoming a distribution channel Companies are starting to treat Claude and ChatGPT the way they once treated the App Store: a place where customers arrive, not just a place where their product gets described. Canva is the … Continue reading Agents Are Becoming the Front Door. Nobody Has Built the Door Yet.
Anthropic Threw Away Git. What Broke First Is the Part I Can’t Stop Thinking About.
Anthropic built its own version control system in five months with seven people and migrated its monorepo off git. The interesting part is not Scion – it is the diagnosis underneath it: git's cost model is priced for an offline client that no longer exists in an agent-driven fleet.
