Department
Notes
Notes are short critical essays, usually 800 to 1800 words. They take a single recent event in the auditability conversation — a regulatory filing, a research result, a vendor announcement, a courtroom ruling — and read it carefully. They do not pretend to be definitive. They try to be precise.
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Full archive — Notes
- 2026-06-10
The Ten Hardest Auditability Problems in Agentic AI
A working list of the genuinely unsolved technical and institutional problems in agentic-system audit. Not a wish list. The actual hard ones, with notes on why each remains unresolved and what woul…
- 2026-06-01
Black Box AI vs. Agentic OS: A Comparative Framing
Two of the most-searched phrases in the AI category, both of them imprecise, frequently confused. A note on what each actually means in 2026, why they are sometimes mistaken for each other, and how…
- 2026-05-30
Why Some Founders Are Choosing Transparency as a Moat
An unusual strategic position is emerging in the agentic category: small operators using auditability not as a regulatory tax but as a competitive lever. We look at the structural reasons it works …
- 2026-05-28
Open vs. Closed in 2026
The open-versus-closed debate has been treated, for the last several years, as a politics question. By 2026 it is a procurement question. A note on what each side has done well, what each side has …
- 2026-05-23
NYT v. OpenAI — 20 Million Logs in Discovery
On January 5, 2026, Judge Sidney Stein affirmed a magistrate's order compelling OpenAI to produce twenty million anonymised ChatGPT logs into the New York Times's discovery in the Southern District…
- 2026-05-23
The $1.5 Billion Settlement — What Bartz v. Anthropic Means Going Forward
The largest publicly reported recovery in US copyright history settles a narrow legal question and opens a wider operational one. A working note on the Bartz ruling, the settlement structure, the u…
- 2026-05-15
Why Auditability Is the New Differentiator in Agentic Stacks
For most of the AI cycle, the differentiator was capability. By 2026, in the agentic-system category specifically, it has shifted. The firms winning enterprise procurement reviews are the ones whos…
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