Monthly Archives: June 2026

The switch that crypto never had

Posted on 19 June 2026 by dselz

A single U.S. directive forced Anthropic to abruptly disable its most capable models for users worldwide—without warning—by using export controls that treat access as an “export.” Unlike the cryptography wars, modern AI has a real control point: revocable access to centralized models and compute. The event signals a new operational risk for every company that builds on frontier AI: dependency that can be switched off is not an asset, it’s a liability. Continue reading →

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AI might end up a controlled substance

Posted on 8 June 2026 by dselz

Public sentiment is turning against AI—not over superintelligence fears, but over electricity and water consumption that show up on real utility bills. As compute becomes measurable and governable, regulation is shifting toward licensing and metering AI like a controlled substance. The winners won’t just have the best models—they’ll have accountability, auditability, and paperwork ready. Continue reading →

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AI agents & Marketplaces are like Ryanair & Legacy Airlines

Posted on 7 June 2026 by dselz

Classifieds marketplaces have long operated like hub airports: buyers and sellers are forced through a central portal that charges for the connection. AI agents change that by enabling direct, point-to-point matching across listings—eroding the discovery toll that created outsized margins. With no “long-haul” segment to retreat into, marketplaces face a structural reset toward trust, verification, and assisted closing rather than captive attention. Continue reading →

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