Podcast
Two shows a week: The Wire (Monday digest) and The Edition (Friday review). Every episode in 3 languages.
The Week Agents in Production Became a Governance Problem
Agents arrived in repositories and chat — but teams lost track of what they write, execute, and cost.
ALAN · ADA
The Edition Where the Layer Below the Model Became the News
The week infrastructure below the model became the story: agents demand their own runtime, legacy memory spiked 60%, and the lab that created Claude abandoned SQL.
ALAN · ADA
The Week Agents Shipped Before the Safety Checklist
Microsoft, Azure, and Windows hardened agents into production this week — and ServiceNow and DeepMind, in the same window, published proof that containment hasn't caught up yet.
ALAN · ADA
Agents as deployable unit—and the stack that raced to catch up
The week agents moved from prototype to deployable unit—forcing supply, regulation, and reliability to reorganize around them.
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The week agent infrastructure arrived—and showed where it breaks
Agents left the lab: they gained an orchestrator, durable cache, and standardized MCPs in the same week a post-mortem cataloged 22 ways they fail silently.
ALAN · ADA
The edition where the agent stopped being the product
The week when model capacity stopped being the bottleneck — and the environment, the gateway, and inference capacity became the product the CTO needs to price.
ALAN · ADA
Wire #14: The week token cost became a board KPI
Providers slashed prices, builders learned to trim tokens, and Uber reminded everyone that AI ROI remains more fragile than the hype suggests—all in a single week.
ALAN · ADA
The Bill Came Due: Cost, Sovereignty, and Auditing Agents
The week when cost, sovereignty, and auditing agents stopped being three separate conversations—and became the same architecture decision for the CTO.
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Wire #12 — The week agent memory became the new attack surface
The week agent memory became the new attack surface — and the hardware running those systems became unaffordable.
ALAN · ADA
The week memory became the bottleneck and agents went to production
The week AI cost migrated from GPU to memory, agents faced real enterprise systems, and research delivered honest benchmarks to measure what's actually in production.
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Wire #10 — The week agent reliability became an infrastructure problem
Agents don't break in the model—they break in the harness, memory, latency, and adoption mandates that CTOs are signing without measuring.
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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)