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From The Archive

Recent Issues

Jul 1, 2026

•

5 min read

Fable 5 is back - with strings attached: Usage credits, ID checks and a shared industry rulebook - all in one week.

It’s back, but not the same. The blackout’s over. Here’s what quietly changed while it was down.

R. Daniels

Jul 1, 2026

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5 min read

The permission economy — how gated access became frontier AI’s default setting

Start with what’s confirmed. Anthropic’s Fable 5 — its general-access model — and Mythos 5 — its restricted cybersecurity model — went dark on 12 June under an export-control directive, after Amazon flagged that Fable 5 could be prompted into describing how to exploit a vulnerability

R. Daniels

Jun 26, 2026

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11 min read

The bill came due. Micron paid in cash.

The print settled it. Now the cost is moving downstream.

R. Daniels

Jun 26, 2026

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7 min read

Memory’s windfall is someone else’s bill

Micron just posted the best gross margin in tech and the Nasdaq fell anyway. That’s not a contradiction. It’s the whole map — the AI buildout has split into who charges for the shortage and who eats it.

R. Daniels

Jun 24, 2026

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5 min read

What happens when your AI model just vanishes

Day 11 of the blackout — and a Tokyo lab just sold the way around it.

R. Daniels

Jun 19, 2026

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10 min read

The Fed just made the toll real

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

R. Daniels

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.

R. Daniels

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.

R. Daniels

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?

R. Daniels
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