Every issue of the brief, from day one. The full archive, unedited.
February 20, 2026
Anthropic shipped a new reasoning model that outperforms o3 on math benchmarks. Nobody noticed because OpenAI announced GPT-5 the same day.
February 19, 2026
Three acquisitions in a single week tell the same story: companies are buying agent infrastructure, not building it.
February 18, 2026
The Fed did not say anything new. Markets heard what they wanted to hear. Here is what actually matters for Q2.
February 17, 2026
Yesterday I said Stripe was exploring an IPO. A source clarified: they are exploring options. There is a difference.
February 14, 2026
Love: compounding advantages quietly. Hate: thought leadership from people who have never built anything.
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