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Jun 19, 2026

•

10 min read

The Fed just made the toll real

Last week’s funding question got a hawkish answer. Now what?

By René Lauritsen

Jun 17, 2026

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6 min read

Anthropic's most powerful model is gone. So is your access.

Four days live, then switched off to comply with a US export order — for non-US citizens.

By René Lauritsen

Jun 17, 2026

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7 min read

The kill-switch era — why AI-provider continuity is now a board risk

The most capable model on the planet was switched off by government order for everyone outside one country.

By René Lauritsen

Jun 12, 2026

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9 min read

Oracle beat everything. The bill came anyway.

The AI trade has a new question: who pays for the buildout?

By René Lauritsen

Jun 12, 2026

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8 min read

Who pays for the AI buildout? The funding ladder test

Oracle beat on everything and fell 9%. SpaceX asked the market for $75bn and got it. The same week, two inflation prints made money more expensive.

By René Lauritsen

Jun 10, 2026

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5 min read

Anthropic’s best model decides WHAT you ask

Claude Fable 5 is in your plan until 22 June. Then the meter starts. Anthropic just shipped the model it feared

By René Lauritsen

Jun 10, 2026

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6 min read

The trusted-access era — why your company’s identity is the new API key

This week the most capable AI model ever released shipped as two products: one for everyone, one for the vetted — the same system behind two different doors. That split isn’t a safety footnote; it’s a new business model arriving in plain sight.

By René Lauritsen

Jun 5, 2026

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8 min read

They beat. They raised. They fell anyway

The AI trade just changed the rules on what counts as good news.

By René Lauritsen

Jun 5, 2026

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9 min read

How to classify your AI holdings: the reset / crack / hype test

This week the market punished a 200% grower and rewarded a one-sentence compliment. The newsletter showed you the regime shift; this is the tool to act on it

By René Lauritsen







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