Every AI provider tells the same reassuring story: prices per token are falling, models are getting more efficient, and intelligence has never been cheaper to buy. OpenAI recently made the
We knew it was only a matter of time.
For the past twelve months, we have watched a steady rhythm of “China is catching up” stories. DeepSeek wiping a trillion
The agentic AI curve is compressing - fast.
With the release of Claude Sonnet 5, we’re seeing a meaningful shift in where real autonomy becomes economically viable.
But zoom out,
OpenAi just announced three new frontier models. Unfortunately, none of them are for you to use.
That is not a coincidence. It is a signal.
On the OpenAI side, the
Anthropic published a warning on May 14 that most boards will never read. Not because it's classified. Because it was addressed to policymakers, not directors or executives.
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AI Has Been Living On Borrowed Time
Every civilization‑altering technology has followed a familiar arc. It begins with discovery, accelerates through commercial deployment, and ends with the state asserting
On February 26, 2026, Block (NYSE: XYZ) released Q4 2025 earnings and confirmed it was cutting roughly 40% of its workforce, reducing headcount from 10,000 employees to 6,000.
The internet has bifurcated into a human web and an agentic web. Most boards are still governing the first one. The economic activity is moving to the second.
Agents now operate inside operations, interfacing with customers, and across organizational boundaries. D&O insurance was built for a world where humans made the decisions and boards reviewed them