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Analysis

TikTok's First Week: The Algorithm Adjustments

Four days after the deal closed, TikTok US is blocking "Epstein" in DMs, experiencing convenient outages, and facing a censorship investigation. Everyone got what they wanted.

January 27, 2026 · 8 min read
TikTok censorship ByteDance Trump
Analysis

Clawdbot: The Sovereign Agent and the Commodified Brain

How a lobster-themed open-source project exposes the structural weakness of AI Aggregators

January 26, 2026 · 14 min read
AI Agents Clawdbot Aggregation Theory Local-First
Analysis

Apple's AI Capitulation: The Gemini Deal and the End of "The Whole Widget"

Apple partnering with Google for Siri isn't a pivot—it's a surrender that undermines the company's core strategic identity

January 25, 2026 · 15 min read
Apple Google Siri Gemini
Analysis

BitLocker's Quiet Surrender: The Decade-Long Architecture of Encryption Theater

Microsoft's admission that it hands encryption keys to the FBI isn't a scandal—it's the logical endpoint of design choices made a decade ago

January 24, 2026 · 13 min read
Microsoft encryption privacy FBI
Analysis

TikTok's American Compromise: How a Six-Year Ban Became a Joint Venture

ByteDance keeps 19.9% and the algorithm. America gets a security theater wrapper. Everyone declares victory.

January 23, 2026 · 14 min read
TikTok ByteDance Oracle Trump
Analysis

The Soul Clause: Anthropic's Philosophical Hedge on Machine Consciousness

Anthropic is building AI governance for a world where we don't know if we're creating moral patients. Their competitors think this is absurd.

January 22, 2026 · 12 min read
Anthropic Claude AI safety consciousness
Analysis

The Eleven-Month Implosion: How Mira Murati's AI Startup Fell Apart

Thinking Machines Lab raised $2B at a $12B valuation in July. By January, the co-founders were fleeing back to OpenAI.

January 21, 2026 · 11 min read
Thinking Machines Lab Mira Murati OpenAI Barret Zoph
Analysis

Netflix and the Aggregation Endgame

The $82.7 billion all-cash bid isn't about content libraries. It's about the structural logic that was always going to win.

January 20, 2026 · 14 min read
Netflix Warner Bros Discovery streaming aggregation