Week 6 Intelligence Briefing: When Infrastructure Becomes the Product

by Pål Erik Waagbø | Week 6, 2026 THE 30-SECOND TAKE This week, three things converged that haven’t overlapped before. Models are now building models (OpenAI’s Codex debugging its own training runs). Agents are managing agents (Anthropic’s Opus 4.6 with agent teams, McKinsey running 25,000 AI agents among 60,000 total “workforce”). Infrastructure became the actual… Read More

AI Intelligence Briefing: Week 5, 2026

THE 30-SECOND TAKE ChatGPT launched advertising this week at $60 CPM with no conversion data. Read that again. Advertisers are paying 3x Meta rates for reach they can’t measure. This isn’t a temporary gap, it’s the new reality. The measurement system that built modern marketing assumed humans visited websites we could instrument. AI agents don’t.… Read More

Weekly Newsletter Analysis: Week 4 2026

THE 30-SECOND TAKE AI is entering the physical world, and the race isn’t for the smartest model anymore. It’s for who owns your context. Apple just signed a multi-year deal to power Siri with Google’s Gemini while simultaneously racing to put AI in a wearable pin. The shift is clear: competitive advantage has moved from… Read More