Insights
Notes from the build
Field reports, evals, and opinionated takes from the team.
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Agents write most of the code now. Nobody checks it against the product spec.
Google is at 75% AI-generated code, Meta at half of all changes. Review capacity did not move. The gap that matters is not correctness but conformance — code…
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Stop renting AI agents. Own the ones that make you different.
Vendor agents charge a margin on the model, once per system, for the generic version. Why owning a small library of agents built around your own workflows costs…
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Don’t outsource work to AI. Offboard it.
Handing a task to an agent without a handover spec, a named owner, and a way back is outsourcing, and it loses accountability. Offboarding keeps a human in…
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Your agents are all logging in as the same user
Google shipped per-agent identity in Gemini Enterprise and Zenity raised $125m for agent security in the same month. Why the shared service account is the agent era's worst…
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The AI gap tripled in five months. It is not about access.
OpenAI's Enterprise Signals data puts frontier firms at 8.3x the output tokens per user of typical firms, up from 2.6x in January. The gap is delegation depth, not…
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PMI’s comms chief says SEO is over. She is half right.
Philip Morris International's Moira Gilchrist told Business Insider that generative engine optimisation has replaced SEO. The owned-channel argument is correct and underrated; the obituary is wrong. What GEO…
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Anthropic put a Mythos-class model in public hands. Meet Fable 5.
Anthropic shipped Fable 5 and Mythos 5 on 9 June 2026 — the same frontier model split by a safety boundary, with Fable 5 generally available on the…
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SpaceX bought Cursor. What a $60bn coding tool means for everyone else.
SpaceX is acquiring Cursor for $60bn, the largest VC-backed startup acquisition ever. The AI coding tool your engineers depend on now answers to a rocket-and-AI conglomerate. Why the…
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The question changed from ‘are agents real’ to ‘what gets agentized first’
NVIDIA, Microsoft, and Google all shipped enterprise agent platforms this quarter. The market settled the 'are they real' question — but the obvious way to answer 'which part…
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The model layer commoditised. Your advantage moved to the wiring.
SAP is paying a billion to own a model; everyone else is learning the model matters least. Why the durable advantage moved to integration — and how to…