The AI Primitives Mess, The $400 Million Bottleneck, and Too Valuable to Regulate

the trap has tightened.

Good morning

In today’s edition, among other things:

• The AI Primitives Mess

• The $400 Million Bottleneck

• Too Valuable to Regulate

• The $5 Trillion Herd

• It’s time for agentic video editing

• The Rise of Agentic Commerce

Onwards!