Research & analysis

Insights

Papers, analysis, and commentary on AI governance architecture, independent verification, and the structural gaps the market has not closed.

Paper May 2026

The Intelligent Economy: A Substrate Architecture

Full architectural specification of the four-layer substrate: Identity, Cooperation, Governance, and Settlement. Walks the transition evidence, the incumbent landscape, the sovereignty dimension, and the foundational layers at a depth the companion paper deliberately does not attempt. The technical companion to the policy-level treatment.

Paper August 2026

Governable AI from the Ground Up: Identity, Cooperation, Governance, and Settlement as Foundational Infrastructure

Policy-level treatment of the substrate architecture. Names the trust problem, shows why it cannot be solved by adding controls to the systems that produce it, describes the four-layer architecture, surveys the existing landscape, and demonstrates the working Governance layer implementation.

Essay August 2026

The AI Skeptics Are Right, but They're Missing the Point

The autonomous agent economy the largest companies are quietly building, and the one property it cannot open without. A deal each side can prove.