Monitored, selected, edited
Editorial Briefings
A faster format without a news-desk cadence.
Briefings begin with monitored research, but publication is never automatic. Each edition is selected, edited, consolidated, and stripped of private operational material before it appears here.
Current edition
App Intelligence Brief
Agent security needs hard capability boundaries; Coding workflows are becoming model-routed and context-rich; Energy and compute constraints are becoming strategy variables
Previous editions
A permanent, chronological record.
Each issue keeps its original publication date and URL. New editions replace the homepage feature, not the history.
Editorial Briefing — 10 April 2026
Nvidia's loopification deepens as Google TPUs reach Meta; European defence consortium files Brussels paperwork; FCR-D shoulder season begins early
Editorial Briefing — 18 March 2026
OpenAI pivots to enterprise; European defence procurement accelerates; FCR prices hold above winter average