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The Parts Department

AI made the pieces of a job cheaper than the person. The only thing left to pay for is the assembly.

Oct 29, 2026

The Founder's Last Job

Agents will do every task in your company except the one you were never allowed to delegate. Nadella, Sosin and Horowitz all said "own your own intelligence" this week. Anthropic's S-1 shows what happens when you don't: a landlord with a landlord. Sovereignty isn't owning the model. It's owning the scorecard, and that's a job.

Oct 28, 2026

All Others Must Lose

Larry Ellison's creed, filed with the SEC. Anthropic's S-1 names a $40 trillion market — one-third of world GDP, which is to say everyone else's payroll, margins and software — and $800 billion of leases that only pay if it takes them. For this to be a $4 trillion company, the losing has to start. It hasn't yet.

Oct 27, 2026

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