Two-Way Street
Adoption and usage are up and to the right; the bulls have that right. But the money's a two-way street — give an agent a cost target and it routes demand off the frontier, down and to the left, while every dollar of capital is committed up at the top. The Anthropic IPO is where we find out who read the traffic correctly.
Harry DeMott · Oct 5, 2026 · 10 min read
Future-Proof
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I Don’t Believe in the No-Win Scenario
The model finally got good enough to break the crutches we built for its shortfalls, so in one day the scaffolding, the benchmark, and the ship-first reflex all flipped. Stop trusting the proxy; own the judge it can't see.
Did You Order The Code Red?
The White House answered the rogue agents with a pledge. A plaintiff, the FTC chairman and your insurance carrier answered with something enforceable: whoever gave the order pays.
A Business Owner’s Guide to AI Image and Video Generation
I am writing this because my partner Harry DeMott’s recent newsletter covered Higgsfield and I felt like we...
You Go First
Anthropic's prospectus is 80 pages of we-might-kill-you humble-brag. Ignore it and read the math, then notice OpenAI and Oura just backed away from the same edge. The market needs someone to jump first.
Everyone built the same employee
On Tuesday in San Francisco, OpenAI walked a new agent called Dots onto the DevDay stage. During the...
Who Do You Want To Be
The model was never the moat. Two of the four ways to win are already dead — you can't out-price a commodity, and you can't lock anyone into a general-purpose one. What's left is unlocking a behavior nobody had yesterday, and being the only one who can. Higgsfield spends $10,000 a month per employee to be exactly that.
