Horizon
Mar 29, 2026
The Seats That Remain
A new AI-driven labor market is emerging where jobs do not disappear, but become weaker: fewer entry-level roles, slower promotions, and less bargaining power for workers.
Latest
Research
Horizon
Mar 30, 2026
Pricing Power And Moats In AI Labs
AI labs have pricing power, but mostly outside commodity token pricing. The strongest moats come from workflow integration, enterprise controls, reserved capacity, and premium use cases where better model performance materially boosts customer output, even as massive infrastructure costs make profitability much harder to sustain.
Featured
Horizon
Mar 26, 2026
Reading METR Without Losing The Plot
METR's time-horizon chart is the most cited benchmark in AI, but reading it correctly means stacking it against GDPval, RLI, SWE-CI, and labor data — and understanding that benchmark progress and deployable judgment are not the same thing.
Playbook
Mar 26, 2026
The AI Factory Thesis
StrongDM's dark factory pattern reveals how the best teams are shifting from writing code to designing validation harnesses, specs, and scaffolding around AI agents — and where the approach breaks when teams skip the rigor.
Horizon
Mar 23, 2026
Demo Theater, Layoff Fantasy
A breakdown of the social mechanics behind AI job panic — the fallacies, rhetorical moves, and personality types that turn productivity demos into existential dread, and the habits that help you keep your balance.
Foundation
Mar 21, 2026
Building for People, Building for Machines
Software now serves two users: people and agents. The products that design for both will unlock latent demand by making valuable work cheap enough to delegate.
Horizon
Mar 21, 2026
AI Will Change Work. Panic Won't Help
AI job-loss panic is outrunning the evidence. The best data points to task reshuffling and tighter entry-level hiring, not mass replacement. Here's how to read the signals and protect what matters.
Playbook
Mar 20, 2026
Dispatch vs OpenClaw: Remote Access Meets Autonomous Agent
Anthropic shipped Dispatch to let you reach Cowork from your phone. OpenClaw lets an AI agent run on its own schedule from your messaging apps. Same surface, different architectures, different tradeoffs.
Foundation
Mar 19, 2026
Pulling the Prompt Lever
OpenClaw shows what people are actually buying in AI: not a solution, but an easy action that feels like progress. The scarce skill is still judgment.
Foundation
Mar 19, 2026
Understanding Latent Demand
Latent demand is the missing variable in most AI strategies. People want outcomes; friction keeps them from acting. AI strips away enough friction that behavior finally becomes worth it — and demand expands.
Playbook
Mar 18, 2026
Planning is the Force Multiplier
Vibe coding fails when the plan is weak. Iterative planning with specialized review rounds catches the expensive mistakes before code hardens around them.