A comprehensive analysis of six European institutional AI projects reveals strategic insights ahead of the August 2026 EU AI Act enforcement.
Portfolio. The synthesis.
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Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Preliminary analysis of Q3 2026 SaaS earnings suggests a pivotal moment for the agentic-disruption thesis amid market re-pricing and strategic shifts.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE unit economics reveal profitability at enterprise scale but challenges at lower levels, impacting AI lab scaling strategies.
US Election 2028: Republican Candidate Predictions & Tips
Analysis of predicted Republican contenders for the 2028 US presidential race based on current trends and expert insights.
Trump Eyes Sunday Iran Deal But Tehran Says Still Reviewing Text
U.S. and Iran remain at odds over an interim Iran deal, with Trump eyeing a Sunday deadline while Tehran continues reviewing the agreement text.
Outcome-First Decisions: Keep, Change, or Kill
Thorsten Meyer AI published Outcome-First Decisions, an AGPL-3.0 framework for deciding whether to keep, change, or end initiatives.
Trump says peace deal will be signed Sunday after Iran said it remains cautious on timing
Trump announced a peace agreement with Iran will be signed on Sunday, but Iran remains cautious, raising questions about the finalization of the deal.
Trump: Israeli strike on Lebanon should not have happened
Trump states the Israeli attack on Lebanon should not have happened as US and Iran agree on a peace framework, raising regional tensions.
The Gulf: Own the Capital
Thorsten Meyer AI says Gulf states are using sovereign wealth to buy AI assets while limiting citizen benefits to nationals.
One Model, a Whole Portfolio: What Ten Days on Fable Mean for a Business Building on Frontier AI
Thorsten Meyer AI says a 10-day Fable 5 sprint advanced 30+ systems, then survived the model’s reported government-ordered suspension.
