The archive
Every piece, newest first. Each opens on Substack.
- Anthropic, OpenAI, Google, Perplexity launches show three commercial positions for HTIBs
- HTIBs Are Losing Their Best Sourcing When It Matters Most
- Fiduciary-Grade: What Thomson Reuters Named, What You Need to Build
- The Gap Is Now Measurable
- What the AI Conversation in This Sector Is Missing
- OpenAI Has Named a Test HTIBs Will Be Marked Against
- Jack Dorsey Described the Architecture That Makes Renewals Harder
- What the Margin Story Is Missing
- Signal Note: What the Automation Scores Miss
- Case Note: The 70-Point Problem
- What the Money Now Says: Berkshire Buys Renewal Durability
- When the Workflow Moves Away
- Case Note: Watching S&P Global Move to Decouple Institutional Value From Usage
- Frontier Alpha: The Great Repricing and the Industrialization of Trust
- Case Note: Anthropic's Plug-in Triggers HTIB Sell-Off
- The $700-Million Flank: S&P Global, FiscalNote and the Economics of Judgment
- The New Economics of Judgment: Two Case Files From the Frontier of High-Trust Information Businesses