Latest · Off-cycle flash
The October Correction.
Friday 30 October was the Nasdaq’s worst day since June, and Intel had its worst day since 1974. Thursday was Big Tech earnings, Friday was chips, and the question of how the AI build-out is being paid for stopped being quiet.
Read Flash 01Fortnightly briefing
The Mythos Issue.
The stories the security industry tells itself, and the M&A wave dismantling them in real time. Nine cyber acquisitions in a fortnight, the split AI trade, and the vendor moves that change the conversation with a CISO or CFO.
Read Issue 001The principle
Behavioural data is ground truth.
What a system does is more reliable than what its metadata, its admin labels or its sales decks say. Every briefing maps the week to two theses: SaaSpocalypse, what's being displaced, and Mythos, what's being consolidated.