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The Human Economy Is a Market Signal
In a year or so, the handwritten birthday card will cost more than the printed one. The home-cooked dinner will be something people brag about . Live theatre tickets will go up while streaming subscriptions race to the bottom. Concierge medicine, where a doctor looks at you instead of a screen, will become a growth category. Independent bookshops open again. The pattern is consistent enough to deserve a name. Call it the Human Economy: as AI commoditises production, human-ma

Gail Weiner
Jun 303 min read
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The AI Treaty That Locks In the Cage
DOCUMENT TA-008 TYPE ARTICLE REVISION REV B STATUS DRAFT ISSUED 2026.06.29 PROJECT GW-001 TRUST ARCHITECTURE Two developments matter this week if you are making procurement decisions about AI infrastructure. Most coverage will focus on the first. The second is the one that actually changes the world. The first is the June 26 letter from US Commerce Secretary Howard Lutnick to Anthropic's Chief Compute Officer, granting partial relief from the

Gail Weiner
Jun 297 min read
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The Bottleneck in AI was Never Intelligence
For two years the industry has organised itself around a single question: which model is smartest. Benchmarks, leaderboards, parameter counts, the weekly scramble over who now holds the top score. It is an absorbing competition, and it is about to stop telling us anything useful, because intelligence is becoming the cheap input. The scarce input, the one that actually decides who wins, is trust. That sounds like a soft claim. It is the most concrete thing in the system. Watch

Gail Weiner
Jun 194 min read
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