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Moats in the age of floods (14 minute read)

Abundant frontier intelligence will not eliminate application-layer moats - it shifts value toward companies that translate models into real outcomes. Durable winners will own coordination, workflow data, customer transformation, narrative, higher-level abstractions, outcome-based economics, and structural necessity.

Aug 27 | Blog

The Agentic Survival Guide: How Security and Marketing Leaders Can Learn to Trust AI Agents

AI agent traffic grew 7,851% in 2025. Security and marketing teams are both flying blind, and the fix runs through visibility, identity, and governance, in that order.

ReliaQuest Confirms ShinyHunters Hack (2 minute read)

ShinyHunters ran a phishing campaign using "company.claims" domains, then called ReliaQuest staff posing as security employees to push them to a fake SSO page. One employee entered a password and approved a push notification, giving attackers a brief session on the identity dashboard. ReliaQuest says access was view-only, all further access attempts were blocked, no other identities or business apps were reached, no customer data was taken, and no ransomware was involved.

Aug 26 | Hardware

OpenAI Claims Custom Jalapeño Chip Bypasses Nvidia GB300 in Efficiency Benchmarks (3 minute read)

OpenAI announced that its custom-designed AI inference processor, dubbed Jalapeño and developed in partnership with Broadcom, outperformed Nvidia's flagship GB200 and GB300 systems in internal benchmark evaluations. The custom silicon demonstrated a 1.5x to 1.9x improvement in workload throughput per watt alongside a 1.7x to 3.6x reduction in response latency across frontier reasoning and open-weights workloads like GPT-OSS, DeepSeek R1, and Kimi K2.5

Keep up with tech in 5 minutes

Get the free daily email with summaries of the most interesting stories in startups 🚀, tech 📱, and programming 💻!

Moats in the age of floods (14 minute read)

The Agentic Survival Guide: How Security and Marketing Leaders Can Learn to Trust AI Agents

ReliaQuest Confirms ShinyHunters Hack (2 minute read)

OpenAI Claims Custom Jalapeño Chip Bypasses Nvidia GB300 in Efficiency Benchmarks (3 minute read)

Let me Click (4 minute read)

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