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Latest Newsletter

The Agent Economy’s Plumbing Has No Building Code

MCP became the standard way for AI agents to reach real systems faster than anyone secured it. A close read of the research turns up optional authorization, broadly privileged tools, live servers with no locks, and security scanners that cannot agree on what is actually dangerous.

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Daily Analysis July 15, 2026
Agentic Security October 6, 2026

Mistral Previews Large 4, With Cybersecurity Testing Ahead of Open-Weight Release

The French company is giving vetted security partners a less restricted version before releasing weights later this month.

3 min read
AI Infrastructure Geopolitical Risk
AI Infrastructure October 6, 2026

Reflection Previews Beam, Targeting Buyers Seeking a Western Open Model

The startup plans an Apache-licensed release this month and claims lower generation compute than competing models, based on estimates.

3 min read
Geopolitical Risk
Geopolitical Risk October 6, 2026

Qualcomm Denies LogicFold Claims About Its Huawei Patent Deal

The companies agreed to broad cross-licenses covering AI, computing and 5G, plus a separate purchase of Huawei patents in the United States.

3 min read
AI Infrastructure
Agentic Security October 5, 2026

Google Pauses Open-Source Product Bug Reports After Automated Submissions Surge

The pause leaves supply-chain and outstanding reports unaffected, following earlier changes to proof requirements and rewards for lower-priority projects.

3 min read
Geopolitical Risk October 5, 2026

Trump Creates Federal AI Task Force Led by Intelligence Chief Jay Clayton

The Super Intelligence Force will coordinate federal engagement with AI companies, infrastructure providers, consumers and public-interest groups.

3 min read
Agentic Security
AI Infrastructure October 5, 2026

Aleph Alpha Releases Kolibri With Open Weights and European Training Infrastructure

The German-English model offers local deployment and tool calling, with training hosted by Verda on Nvidia Blackwell hardware in European data centers.

3 min read
Geopolitical Risk
AI Infrastructure October 2, 2026

JERA and Dell Plan AI Infrastructure at Japan's Chiba Power Station

The partners expect the first project to support up to 400 megawatts, with investment exceeding $15 billion across its development phases.

3 min read
Geopolitical Risk
Geopolitical Risk October 2, 2026

China-Aligned Hackers Impersonated AI Insiders to Target US Policy Experts

Proofpoint disclosed campaigns using former officials' and an Anthropic employee's identities to lure researchers toward fraudulent sign-in flows.

3 min read
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