Category: Analysis

Opinion-backed-by-evidence essays on AI policy, market structure, and mechanism teardowns. Recent coverage examines how a CMS misconfiguration leaked Anthropic’s frontier Mythos Capybara model, why OpenAI killed Sora despite billions in valuation, what Apple’s $1 billion-a-year payment to Google for a custom 1.2T Gemini reveals about Apple silicon strategy, why 86% of enterprise AI agent pilots never reach production, and how ToolHijacker hijacks agent tool selection 96.7% of the time with every published defense failing.

The editorial standard: every claim attributed to a primary source (arXiv paper, SEC filing, official blog post, GitHub commit, leaked CMS), every conclusion includes the limitations the company would prefer go unstated, every analysis surfaces an original synthesis not present in the top SERP results. If a piece can be summarized as “Company announced thing,” it does not belong here. Articles answer the harder question: how does the announced thing actually work, who benefits from the framing, and what is materially different about this versus what came before.

Coverage spans VC concentration, regulatory action, supply chain risk, model leaks, enterprise adoption failure modes, and the structural questions about who controls AI infrastructure. The mechanism comes first. The opinion comes second. The framing of the trade press is treated as data, not as the question.