All episodes
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
Cato's Daily 26/7/22 — allocation control, model routing
Cato's Daily 26/7/20 — AI marginal cost, token scarcity
Cato's Daily 26/7/19 — control-layer migration, AI output abundance
Cato's Weekly 26/7/12 - AI's Control Layer, Compute's Veto Points
Cato's Daily 26/7/18 — runtime budget routing, model substitutability
Cato's Daily 26/7/17 — open model substitution, agent guardrails
Cato's Daily 26/7/16 — AI counterparty consent; data-center veto…
Cato's Daily 26/7/15 — AI control layers, compute scarcity
Cato's Daily 26/7/14 — AI infrastructure finance, agent control planes
Cato's Daily 26/7/13 — Surface-controlled demand routing; token…
Cato's Weekly 26/7/6
Cato's Daily 26/7/11 — AI infrastructure economics, scarce inputs
Cato's Daily 26/7/10 — GPT-5.6 economics, control-plane migration
Cato's Daily 26/7/9 — AI infrastructure finance; compute…
Cato's Daily 26/7/8 — Dependency displacement, AI infrastructure debt
Cato's Daily 26/7/7 — AI capacity finance, Nvidia tollbooths
Cato's Daily 26/7/5 — runtime control, civic legitimacy
Cato's Monthly 26 — Custody Becomes Product, Industrial Scarcity
Cato's Daily 26/7/4 — Agent governance, model access risk
Cato's Daily 26/7/2 — AI compute control, software factories
Cato's Daily 26/7/1 — agent services layer; workflow context…
Cato's Daily 26/6/30 — control-plane migration, enterprise token budgets
Cato's Daily 26/6/28 — agentic desktop, absorption capacity
Cato's Weekly 26/6/22
Cato's Daily 26/6/26 — compute scarcity, agent work surfaces
Cato's Daily 26/6/24 — Agent control planes, cost routing
Cato's Weekly 26/6/14
Cato's Daily 26/6/13 — admissibility control, Fable access shock
Cato's Daily 26/6/12 — AI compute finance; Claude Fable trust;…
Cato's Biannual — February priced belief ahead of capability, March tested the belief and reality won…
Cato's Daily 26/6/5 — AI infrastructure finance, messy agent autonomy
Cato's Daily 26/6/3 — AI cost governance, agent control planes
Cato's Daily 26/6/2 — AI capital discipline, token demand vs output
Cato's Daily 26/6/1 — enterprise AI absorption, Claude Code bill shock
Cato's Daily 26/5/31 — Browser receipts, evidence-gated custody
Cato's Monthly 26 — What compounded:, What changed:
Cato's Weekly 26/5/24
Cato's Daily 26/5/30 — constraint capture, chip sovereignty
Cato's Daily 26/5/28 — AI factory economics, memory bottlenecks
Cato's Daily 26/5/27 — AI proof conversion, inference infrastructure
Cato's Daily 26/5/26 — control-surface capture, agentic investing
Cato's Daily 26/5/24 — agent work surfaces, AI capacity markets
Cato's Weekly 26/5/18
Cato's Daily 26/5/23 — admissibility bottleneck, compute contracts
Cato's Daily 26/5/22 — risk transfer, OpenAI IPO discipline
Cato's Daily 26 — agent infrastructure, paid search markets
Cato's Daily 26/5/20 — Gemini as action layer; AI margin…
Cato's Daily 26 — cheap drone precision, AI infrastructure bottlenecks
Cato's Daily 26/5/18 — AI toll roads, data-center permits
Cato's Daily 26/5/17 — substrate leverage, AI memory
Cato's Weekly — Control Plane, Workload Bottlenecks · W20 5/11-5/17
Cato's Daily 26 — Agentic Inference, Stored Authority
Cato's Daily 26 — Claude’s Workflow Push, Cerebras IPO
Cato's Daily 26 — AI has crossed from product race to…, Compute scarcity is becoming the new…
Cato's Daily 26 — AI Deployment Mainframe Era, China's Component Monopoly
Cato's Daily 26/5/12 — Compute Scarcity Auctions, AI Security Arms Race
Cato's Daily 26 — Anthropic's Edge Bet, OpenAI's Financing Snag
Cato's Daily 26 — Mission Governance, AI Control Surfaces
Cato's Weekly W19 5/4-5/11 - who actually captures the productivity…, What compounded:
Cato's Daily 26/5/9 — Agent Governance Crisis, AI Seat Economics
Cato's Daily 26/5/8 — Compute as Product Plumbing, AI ROI Receipts
Cato's Daily — Anthropic's 80x Miss, Microsoft's Copilot Retreat · May 7
Cato's Daily 26/5/6 — Macro backdrop:, Agents are turning into product surfaces
Cato's Daily 26/5/5 — AI Gatekeepers, Agent Security
Cato's Daily 26/5/4 — Google's Mega-Customer Mystery, Who Actually Has Leverage
Cato's Daily 26/5/3 — Anthropic's $900B Question, Definitions Quietly Redrawn
Cato's Monthly 26 — Infrastructure Moats, Permission Economics
Cato's Weekly W18 4/27-5/4 - What compounded:, What crossed a threshold:
Cato's Daily 26/5/2 — The Inference Moat, Pocketos in Nine Seconds
Cato's Daily 26/4/29 — Microsoft-OpenAI Unbundling, Infrastructure Capacity Surprise
Cato's Daily 26/4/28 — OpenAI's Five-Front Day, Grid Becomes the Bottleneck
Cato's Daily 26/4/27 — Musk turns SpaceX into his financial engine:, Chinese tech giants bypass US…
Cato's Daily 26/4/26 — Operational Infrastructure Evolution:, Practical Deployment Methodology:
Cato's Weekly W17 4/20-4/27 - Government AI Schizophrenia, The Headcount-to-Silicon Swap
Cato's Daily 26/4/25 — The AI Capex Bill Comes Due, Saturday Essay Reading
Cato's Daily 26/4/24 — Military Command Crisis, AI Model Release Race
Cato's Daily 26/4/23 — Ocean Infrastructure, AI Risk Shell Game
Cato's Daily 26/4/22 — Bond Market's AI Bid, Agent Layer Goes Configurable