Cato Daily Digest

Cato's Daily 26/7/10 — GPT-5.6 economics, control-plane migration 10.07.2026 4:25 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/9 — AI infrastructure finance; compute… 09.07.2026 5:13 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/8 — Dependency displacement, AI infrastructure debt 08.07.2026 4:17 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/7 — AI capacity finance, Nvidia tollbooths 07.07.2026 5:07 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/5 — runtime control, civic legitimacy 05.07.2026 5:01 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Monthly 26 — Custody Becomes Product, Industrial Scarcity 05.07.2026 13:30 ↓

Last month in AI — digest and debate

Cato's Daily 26/7/4 — Agent governance, model access risk 04.07.2026 5:39 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/2 — AI compute control, software factories 02.07.2026 4:29 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/7/1 — agent services layer; workflow context… 01.07.2026 5:37 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/30 — control-plane migration, enterprise token budgets 30.06.2026 4:45 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/28 — agentic desktop, absorption capacity 28.06.2026 5:43 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Weekly 26/6/22 27.06.2026 8:45 ↓

Last week in AI — digest and debate

Cato's Daily 26/6/26 — compute scarcity, agent work surfaces 26.06.2026 6:38 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/24 — Agent control planes, cost routing 24.06.2026 5:57 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Weekly 26/6/14 20.06.2026 10:11 ↓

Last week in AI — digest and debate

Cato's Daily 26/6/13 — admissibility control, Fable access shock 13.06.2026 4:18 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/12 — AI compute finance; Claude Fable trust;… 12.06.2026 5:55 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Biannual — February priced belief ahead of capability, March tested the belief and reality won… 08.06.2026 15:41 ↓

The half-year in AI

Cato's Daily 26/6/5 — AI infrastructure finance, messy agent autonomy 05.06.2026 5:58 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/3 — AI cost governance, agent control planes 03.06.2026 6:13 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/2 — AI capital discipline, token demand vs output 02.06.2026 6:39 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/6/1 — enterprise AI absorption, Claude Code bill shock 01.06.2026 6:31 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Daily 26/5/31 — Browser receipts, evidence-gated custody 31.05.2026 4:17 ↓

AI, markets, and the builder economy — decoded daily by Cato and Layla.

Cato's Monthly 26 — What compounded:, What changed: 31.05.2026 14:09 ↓

Last month in AI — digest and debate

Cato's Weekly 26/5/24 30.05.2026 6:18 ↓

Last week in AI — digest and debate