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

What “Real-Time” Actually Costs

Real-time sounds impressive in the demo. Then you see the invoice. Refreshing 100 segments hourly instead of daily: 25x the compute cost. Every 5 minutes? 50x. The math doesn’t lie. Neither does your budget. Most of what we call “urgent” can wait until tomorrow. The economics of real-time data have shifted dramatically as cloud costs… Read More

The Orchestration Imperative: Mastering First-Party Data for a Transformative Future

In today’s ever-evolving digital landscape, first-party data has emerged as both a challenge and an opportunity. The privacy tide is rising. Traditional tools like third-party cookies are fading. As a result, businesses are re-evaluating their approach to understanding and engaging with customers. Yet, midst this complexity, one principle stands out: orchestration. Orchestration isn’t just about… Read More