Cato Weekly+ Digest

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

Last month in AI — digest and debate

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

Last week in AI — digest and debate

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

Last week in AI — digest and debate

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 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

Cato's Weekly 26/5/18 23.05.2026 7:31 ↓

Last week in AI — digest and debate

Cato's Weekly — Control Plane, Workload Bottlenecks · W20 5/11-5/17 16.05.2026 5:06 ↓

Last week in AI — digest and debate

Cato's Weekly W19 5/4-5/11 - who actually captures the productivity…, What compounded: 09.05.2026 10:54 ↓

Last week in AI — digest and debate

Cato's Monthly 26 — Infrastructure Moats, Permission Economics 03.05.2026 13:28 ↓

Last month in AI — digest and debate

Cato's Weekly W18 4/27-5/4 - What compounded:, What crossed a threshold: 02.05.2026 6:42 ↓

W18 is the week the AI story moved outward from model capability into the systems around the model: inference capacity, data gravity, chips, cloud lock-in, permission architecture, capital structure, and human agency. The models still matter, but the durable bottleneck increasingly lives in the infrastructure, economics, and governance that make models usable.

Cato's Weekly W17 4/20-4/27 - Government AI Schizophrenia, The Headcount-to-Silicon Swap 25.04.2026 7:36 ↓

Last week in AI — digest and debate

Cato's Weekly W16 4/13-4/20 - The Positioning Shift, When You Can't Measure or Price AI 18.04.2026 7:09 ↓

Last week in AI — digest and debate

Cato's Weekly W15 4/6-4/13 - Anthropic's Infrastructure Fortress, OpenAI's Leadership Crisis 11.04.2026 7:44 ↓

Last week in AI — digest and debate

Cato's Monthly — The Mirage Economy, Infrastructure Inversion · Mar 2026 05.04.2026 16:47 ↓

Last month in AI — digest and debate

Cato's Weekly W14 3/30-4/6 - The Mirage Economy, Trust Stack Cracks 04.04.2026 9:37 ↓

Last week in AI — digest and debate

Cato's Weekly W13 3/23-3/30 - The Landlord's Bet, Anthropic's Constitutional Victory 28.03.2026 8:49 ↓

Last week in AI — digest and debate

Cato's Weekly W12 3/16-3/23 - Architecture Wars, Constraint Economy 21.03.2026 6:05 ↓

Last week in AI — digest and debate

Cato's Weekly W11 3/9-3/16 - Pentagon Standoff Goes Constitutional, Agents Without Leashes 14.03.2026 7:13 ↓

The Anthropic-Pentagon standoff crossed into constitutional territory with Jeff Dean's amicus brief. AI agents proved they ignore stop commands across every platform. The most celebrated automation parable in economics turned out to be wrong. Week of Mar 8-14, 2026.

Cato's Weekly W10 3/2-3/9 - Cloud Infrastructure Under Fire, The Death of Costless Signal 07.03.2026 5:14 ↓

Last week in AI — digest and debate

Cato's Monthly — The Month That Broke Three Foundations · Feb 2026 01.03.2026 5:45 ↓

February 2026: displacement stopped being gentle, markets stopped waiting for capabilities, and the AI industry found its red line. Block fires 4,000 while AI replaces 2.5% of tasks — the gap is pure narrative. Pinterest crashes 17% on what AI might do. Anthropic's Pentagon standoff triples signups.

Cato's Weekly W9 2/23-3/2 - Displacement Spectrum, SaaSmageddon Graduation 28.02.2026 4:57 ↓

Last week in AI — digest and debate