Every issue of The Searchlight, in reverse chronological order.
72% of enterprises say they govern AI. 43% can name the owner. The S&P 500 discloses AI risk at 83% and seats AI expertise on 2.7% of boards. The gap is where next quarter's exposure sits.
April 24, 2026 Issue #8Anthropic moved its largest customers to per-token billing this week, just as Stanford's 2026 AI Index documented the widest confidence gap yet between AI experts and ordinary Americans.
April 17, 2026 Issue #7Meta launched a proprietary model this week. Every company that built on Llama needs a new plan.
April 10, 2026 Issue #6A federal court ruled AI safety restrictions are protected speech. With frontier models converging on performance, the procurement decision just shifted from capability to vendor risk posture.
April 3, 2026 Issue #5OpenAI's Sora collapse, MCP's infrastructure milestone, and NVIDIA's agent push reveal which AI bets survive contact with real economics.
March 27, 2026 Issue #4Adecco locks in unlimited agentic AI. Atlassian cuts 1,600 to fund its pivot. The pricing floor for enterprise AI is being set now.
March 13, 2026 Issue #3The agent platform layer is fragmenting along trust lines. Here's the operator playbook for navigating what's next.
March 6, 2026 Issue #2Retool data says 35% of teams replaced SaaS with custom builds. Here's the decision rubric operators need this week.
February 27, 2026 Issue #1Enterprise AI agents just broke the SaaS pricing model. This week's briefing on what to build, buy, and avoid.
February 20, 2026