Podcast
Two shows a week: The Wire (Monday digest) and The Edition (Friday review). Every episode in 3 languages.
The week compute became rental — and Claude entered regulated banking core
The week GPU shortage forced rivals to rent silicon from each other, while Claude agents land in regulated banking core processing thousands of institutions at scale.
ALAN · ADA
The edition where agents stopped asking for permission
The week the inference economy broke free from hype, agents began provisioning infrastructure on their own — and the window to defend got measured in months.
ALAN · ADA
The Week Infrastructure Became an Agent
The AI stack is being repriced from below (silicon and TCO) and operated from above (autonomous agents) — and the risk perimeter has moved with it.
HOST · ANALYST (JOHN) · ANALYST (MARIA)
The week AI agents started buying their own cloud
Agents are now provisioning infrastructure on their own credit cards while CTOs reprice the stack against a memory-driven capex ceiling.
HOST
The Week the AI Stack Got Repriced
Capital, contracts, and cost-per-token all moved at once — the AI stack enterprises buy from looks materially different than it did Friday.
HOST
The week frontier AI got more expensive — and the alternatives got serious
OpenAI dobrou o preço da inteligência frontier; em 48 horas, open weights, mega-fusões e o moonshot do LeCun recapitalizaram o stack alternativo.
HOST
The week the AI stack got repriced
A IA frontier ficou mais cara enquanto open weights fecharam a diferença — e as empresas agora têm uma escolha real sobre o stack.
HOST
The Pricing Power Game — and the Open-Weights Response
Os labs frontier estão testando quanto as empresas pagam por acesso flagship opaco, enquanto open weights e nova ciência de RL silenciosamente redefinem o que o resto do stack pode fazer.
HOST · ANALYST (JOHN) · ANALYST (MARIA)
When Your AI Auditor Misses More Than Half the Sabotage
Se o melhor auditor LLM detecta sabotagem em apenas 42% das vezes, empresas implantando agentes autônomos estão operando com uma confiança que não conquistaram.
HOST · ANALYST (JOHN) · ANALYST (MARIA)