TB2026-06-25
The Black-Box Agent and the Audit Gap
2026-06-24 Daily Report — as agents run more autonomously, the ability to audit what they did becomes the new bottleneck
Signals
Every weekday, the signals that moved, with the author's read.
AS2026-06-24
AI Steps Off the Screen
2026-06-23 Daily Report — from software agents to physical control, and the control layer that has to catch up
TO2026-06-23
The Outcry Grows, but the Capital Keeps Flowing
2026-06-22 Daily Report — the AI backlash wave and the collapse of evaluation
AT2026-06-22
Agents That Fix Themselves, and the Collapse of the Scale Law
2026-06-21 Daily Report — recursive self-evolution arrives as the model-size advantage breaks
SA2026-06-21
Skills Are Becoming the New API Distribution Channel
2026-06-20 Daily Report — a Skill format is emerging as the layer where services reach agents
TS2026-06-19
The Scale Myth Breaks, and the Agent Stack Rebuilds Itself
2026-06-18 Daily Report — open-weight models overtake the frontier while agent infrastructure converges
SB2026-06-17
Salesforce Bought Fin for $3.6B — and the Agent Stack Started Getting Bought, Not Built
2026-06-16 Daily Report — the enterprise-agent M&A wave and the pivot from prompts to loops
EC2026-06-15
Export Control Meets Sparse Attention
2026-06-14 Daily Report — SOTA models become export-controlled goods the same week 1M-token context goes practical
AW2026-06-14
Agent War Erupts as Trust in the Models Collapses
2026-06-13 Daily Report — the Fable 5 access cutoff and the week agents became first-class
IG2026-06-13
Invisible Guardrails and the Autonomous-Agent Price
2026-06-12 Daily Report — Fable 5's hidden distillation defenses and the first real agent-driven bankruptcy
MA2026-06-12
Megawatts and Broken Guardrails
2026-06-11 Daily Report — when AI infrastructure hits national scale and guardrails fail at the root
F52026-06-11
Fable 5 and the Async-Agent Era
2026-06-10 Daily Report — Anthropic opens the long-horizon agent frontier while capital floods in