Sideband
Subscribe
Sign in
Home
Notes
Lab
Archive
About
Latest
Top
The agent economy runs on permission slips
Marketing promised autonomy. What shipped is delegation under bank supervision.
Jul 8
•
Shawn Yeager
1
1
Cloning Claude
It cost billions to build and six weeks to copy.
Jul 2
•
Shawn Yeager
1
2
June 2026
CUDA is the x86 of AI
Open-source AI has a landlord.
Jun 26
•
Shawn Yeager
1
1
You can't print this one on a t-shirt
The government is making Anthropic an offer it can't refuse. Refusal used to fit on a t-shirt.
Jun 13
•
Shawn Yeager
1
Who decides which agents get to transact?
Mastercard and Visa have each claimed the job.
Jun 13
•
Shawn Yeager
1
Apple rented the brain
The new Siri runs on Google's model, in Google's cloud. Even the models wearing Apple's name are distilled from it.
Jun 9
•
Shawn Yeager
1
1
Inference got 430× cheaper. Your agent didn't.
Jevons came for inference: cheaper tokens, the same bill.
Jun 4
•
Shawn Yeager
1
Compute is an energy business. Bitcoin miners knew first.
The miners who survived the halving built exactly what the AI buildout needs most.
Jun 2
•
Shawn Yeager
1
May 2026
The AI market hyperscalers can't reach
Every map of the AI market is drawn from the cloud out.
May 29
•
Shawn Yeager
1
The cost of intelligence just hit zero
AI inference fell 1000x in three years. It can't go back.
May 6
•
Shawn Yeager
1
1
April 2026
Every agent in production is a stranger
Microsoft says 80% of the Fortune 500 is running AI agents. Nobody has written the liability model.
Apr 23
•
Shawn Yeager
1
The catalog isn't the market
Agents have the Yellow Pages; they need Google.
Apr 15
•
Shawn Yeager
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
