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The Five Questions Your SaaS Vendors Hope You Never Ask
Alex Karp aimed them at the frontier labs. The worse answers sit further down your stack.
Jul 7
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Paul Goldman
6
Canada's Sovereign AI Stack Has One Layer Left to Build
Canada is building sovereign AI rails. The layer that makes them safe to depend on, and provable to a regulator, is the one still left to build.
Jun 17
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Paul Goldman
On Monday, Palantir and NVIDIA Turned Control Into a Product Category.
An alliance of forty companies, a contract playbook, and a television appearance, all on the same day, four weeks after the partnership that set it up…
Jul 28
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Paul Goldman
2
Three Days. One Export Order. A Frontier Model Gone.
What the Fable 5 recall tells regulated institutions about model concentration, continuity, and where the trust boundary really sits.
Jun 15
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Paul Goldman
1
1
The Software Factory Is Going Dark. The Audit Trail Cannot.
Autonomous agents will soon write, test, and ship half your code. In a regulated institution, the advantage is not the coding agent. It is the…
Jul 1
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Paul Goldman
1
The New Standard for AI Trust Is Here. The Runtime Layer Is Not.
The Linux Foundation and major players just made verifiable conformity an open standard. The part they have not yet solved is proof that must hold…
Jun 23
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Paul Goldman
The Sovereign AI Trade Is Missing a Line Item
In the space of about a week the smartest money in technology agreed on the same trade.
Jul 14
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Paul Goldman
The Filing Is Not the Work
Article 14 of the EU Cyber Resilience Act starts 11 September 2026. 24-hour early warning of actively exploited vulnerabilities. The industry will treat…
Sep 2
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Paul Goldman
The Answer Is an Estimate. Somebody Has to Check It.
At the G20 on 2 September, Alex Karp described the one job his own sovereignty stack hands to a log.
Sep 9
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Paul Goldman
The Rails Are What Let You Go Fast
A new AI use case should land in a tier someone agreed in advance. It should not go to committee from scratch.
Sep 24
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Paul Goldman
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