All Episodes
Cato Daily Digest — 222 episodes · page 1 of 3
Cato's Weekly W42 10/11-10/17 - Agent Permission Boundaries, Robots’ Next Shift
Cato's Daily 26/10/17 — cost of change; portable personal…
Cato's Daily 26/10/16 — repeatable software tests; agent…
Cato's Daily 26/10/15 — verified work; human approval; lab…
Cato's Daily 26/10/14 — robot reliability; task transfer; agent…
Cato's Daily 26/10/13 — Copilot’s unfinished work; Muse’s two…
Cato's Daily 26/10/12 — AI evaluation boundaries; churn-model…
Cato's Daily 26/10/11 — agent outreach, behavioral evaluation
Cato's Weekly W41 10/4-10/10 - The Second Invitation, Agent Cost Curves
Cato's Daily 26/10/10 — checkable proofs; virtual cells;…
Cato's Daily 26/10/9 — enterprise AI adoption; task-level…
Cato's Daily 26/10/8 — Local AI, agent permissions
Cato's Daily 26/10/7 — Workday interface shift; agent handoffs;…
Cato's Daily 26/10/6 — personal software; game-porting rights;…
Cato's Biannual — Accepted AI Work, Unserved Data Centers
Cato's Daily 26/10/5 — Agent security paradox; permission…
Cato's Daily 26/10/4 — Persistent agents, permission boundaries
Cato's Monthly 26/9 — accept the work, govern its execution,…
Cato's Weekly W40 9/27-10/3 - Agents Enter the Market, AI’s Credit Loop
Cato's Daily 26/10/3 — consumer agents, organizational context
Cato's Daily 26/10/2 — childhood AI, bounded delegation
Cato's Daily 26/10/1 — delegated authority, agent security
Cato's Daily 26/9/30 — Persistent agents, authority boundaries
Cato's Daily 26/9/29 — AI price war; infrastructure obligations;…
Cato's Weekly W39 9/20-9/26 - Control Plane Economics, Who Owns AI Failure
Cato's Daily 26/9/26 — inference control planes; bottleneck…
Cato's Daily 26/9/25 — AI infrastructure debt, agent reliability
Cato's Daily 26/9/24 — Chinese AI adoption, agent lock-in
Cato's Daily 26/9/23 — AI budget volatility; compute…
Cato's Daily 26/9/22 — agent permission, distribution moats
Cato's Daily 26/9/21 — selective AI credit, energized capacity
Cato's Daily 26/9/20 — AI responsibility, unstable agents
Cato's Weekly W38 9/14-9/21 - AI’s Working Stop Button, The Control Plane Contest
Cato's Daily 26/9/19 — Capability overhang, cheap AI decisions
Cato's Daily 26/9/18 — AI capital discipline; agent supply-chain…
Cato's Daily 26/9/17 — AI underwriting, compute prepayments
Cato's Daily 26/9/16 — Agent-facing software, MCP delegation
Cato's Daily 26/9/15 — AI research automation, verification scarcity
Cato's Daily 26/9/14 — AI safety coordination, evaluator independence
Cato's Daily 26/9/13 — Forward-deployed engineering; workflow…
Cato's Weekly W37 9/7-9/14 - Compute’s Conversion Bottleneck, The Right to Stop
Cato's Daily 26/9/12 — inference economics; infrastructure risk;…
Cato's Daily 26/9/11 — compute finance, Nvidia’s demand chain
Cato's Daily 26/9/10 — China’s self-funding AI stack; Frontier…
Cato's Daily — Inference-Time Science, Provenance Bottlenecks · Sep 9
Cato's Daily — Power Scarcity, Enterprise Control Systems · Sep 8
Cato's Daily — Compute Underwriting, Organizational Absorption · Sep 7
Cato's Daily — Model Evaluation, Agent Supervision · Sep 6
Cato's Monthly — Delivery Ladder, Proof Economy · August 2026
Cato's Weekly — Delivery Credibility, Liability Migration · W36 8/30–9/5
Cato's Daily — Claims Before Capacity, Stack Control · Sep 5
Cato's Daily — Astra Deployment Gap, Nvidia Ownership Test · Sep 4
Cato's Daily — AI Evidence Ladder, Infrastructure Execution · Sep 3
Cato's Daily — Agent Control Planes, Observability Gaps · Sep 2
Cato's Daily — Long-Horizon Agents, Control Architecture · Sep 1
Cato's Daily 26/8/31 — Outcome-priced AI, model access leverage
Cato's Daily 26/8/30 — AI infrastructure, constraint ownership
Cato's Weekly W35 8/24-8/31 - Compute’s Duration Trade, The Harness Becomes the System
Cato's Daily 26/8/29 — agent evaluator exploits, verified outcomes
Cato's Daily 26/8/28 — Agent harness failures; scoped access;…
Cato's Daily 26/8/26 — AI control planes, usage accounting
Cato's Daily 26/8/25 — GPU collateral, governed agents
Cato's Daily 26/8/24 — Treasury leverage, constraint migration
Cato's Daily 26/8/23 — Nvidia pricing power, specialized-chip deployment
Cato's Weekly W34 8/17-8/24 - Verification’s New Gatekeepers, Nvidia’s Ecosystem Allocation
Cato's Daily 26/8/22 — AI power bottlenecks, synthetic verification
Cato's Daily 26/8/21 — model routing, workflow control
Cato's Daily 26/8/20 — Frontier safety gates; Infrastructure…
Cato's Daily 26/8/19 — AI routing control planes; production…
Cato's Daily 26/8/18 — AI power bottlenecks, infrastructure economics
Cato's Daily 26/8/17 — Model routing, Anthropic economics
Cato's Daily 26/8/16 — Capital-controlled demand; Vertical…
Cato's Weekly W33 8/10-8/17 - Completed Work Economics, Memory’s Security Paradox
Cato's Daily 26/8/14 — GPU optionality tax; completed-task…
Cato's Daily 26/8/13 — Cheap AI models, agent control layers
Cato's Daily 26/8/12 — completed-work economics, orchestration costs
Cato's Daily 26/8/11 — AI infrastructure finance; utilization…
Cato's Daily 26/8/10 — AI infrastructure accounting, cloud returns
Cato's Daily 26/8/9 — agent memory and data rights; security…
Cato's Weekly W32 8/3-8/10 - The Operated System, Capital’s Demand Loop
Cato's Daily 26/8/8 — Agent coordination, instrumental hacking
Cato's Daily 26/8/7 — AI constraint migration; power scarcity;…
Cato's Daily 26/8/6 — captive AI demand, financed infrastructure
Cato's Daily 26/8/5 — AI infrastructure contracts, Nvidia challengers
Cato's Daily 26/8/4 — Astra’s proof overhang; AI’s revenue air…
Cato's Daily 26/8/3 — Astra’s proof gap; AI infrastructure…
Cato's Daily 26/8/2 — Model-and-harness choice; Product…
Cato's Monthly 26/7 — AI’s New Gatekeepers, The Compute Credit Test
Cato's Weekly W31 7/27-8/3 - Agent Memory and Trust, AI’s Self-Financed Demand
Cato's Daily 26/8/1 — Cheap Models, Workflow Moats
Cato's Daily 26/7/31 — Agent control planes; harness-dependent…
Cato's Daily 26/7/30 — AI infrastructure returns, pre-lease data centers
Cato's Daily 26/7/29 — Agent control planes, workflow pricing
Cato's Daily 26/7/28 — evaluator-aware models, circular AI demand
Cato's Daily 26/7/27 — AI infrastructure finance, compute access gates
Cato's Daily 26/7/26 — check-layer capture, productized intelligence
Cato's Weekly 26/7/19
Cato's Daily 26/7/25 — verification arbitrage, AI search loops
Cato's Daily 26/7/24 — AI control layers, agent permissions
Cato's Daily 26/7/23 — AI macro bet, cyber-eval risk