Every issue of The Searchlight, in reverse chronological order.
OpenAI'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 field memo on what to build, buy, and avoid.
February 20, 2026