Enterprise
The Great Unbundling: How AI Is Rewriting the Firm Itself
AI isn't just automating work—it's collapsing the economic logic that once held companies together.
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Latest Signals
Enterprise
The Agent Tax: Why Every Workflow Now Has a Hidden Price Tag
As companies adopt agentic workflows, the real cost isn't compute—it's coordination. Welcome to the era of the Agent Tax.
Enterprise
The World Runs on Tokens. We Track the Exchange.
Every API call, every agent action, every AI prompt converts identity, compute, and context into an outcome. Token Exchange exists to make that conversion visible — and strategically legible.
Analysis
The Next Four Years of AI Will Be Defined by One Question: Who Owns the Runtime?
Microsoft and AWS now hold strategic stakes in both OpenAI and Anthropic. That's not a hedge — it's a land grab for something far more valuable than the models themselves.