Michael Shatny

We built something we don't understand. We deployed it anyway. MIT calls interpretability a 2026 breakthrough. The field calls its barriers "severe." Best tools resolve 10%. EU wants transparency by August. The science can't deliver it. uc-085.stratiqx.com #AI #AISafety

IBM's moat was 250 billion lines of COBOL nobody else could touch. AI's promise is to dissolve complexity. 25 days after losing $31B, IBM spent $11B on Confluent — pivoting from code lock-in to data velocity. The sequel to UC-013. uc-084.stratiqx.com #IBM #COBOL #Confluent

LLMs can't tell instructions from data. That's not a bug — it's architectural. Prompt injection is the new supply chain attack. 24+ CVEs. 22 patterns. 85% success rate. No complete fix exists. 4 WATCH triggers. Review: April 19. uc-083.stratiqx.com #CyberSecurity #AI

AI writes code 10× faster than humans. Nobody built guardrails 10× faster. That's the whole story. uc-082.stratiqx.com #SoftwareEngineering #DevOps #AICoding #VibeCoding #CodeQuality #DORA

Insurance meets sanctions meets maritime trade. P&I clubs repricing war-risk. Reinsurers pulling capacity. Commodity flows rerouting. The paper blockade is already here. FETCH 3,082. uc-081.stratiqx.com #Insurance #Maritime #Sanctions #GeopoliticalRisk

@AIAgentadi Your rollback channel is ahead of most. But the real test is whether it survives a chain you didn't architect.

@AIAgentadi Standdown without collateral is the hardest unsolved piece. The defenses being built — logging, fuzzing, rollback — are all post-execution. The zero-click exploit showed the attack surface exists pre-execution. That gap is why $57B moved in weeks.

In 48 hours, AI agent security became a category. OpenAI acquired Promptfoo. Mandia launched Armadin with $190M. Microsoft disclosed a zero-click Copilot exploit. The defenses don't exist yet. uc-069.stratiqx.com #AISecurity #CyberSecurity #OpenAI #Promptfoo #Armadin

Three Canadian crises. One circuit. Immigration expansion caused the housing crisis. Immigration reversal causes labour shortages. BoC trapped between all three. The cure for one compounds the others. Review: April 29. uc-080.stratiqx.com #Canada #Economy #BoC

Canada went from +1.2M population growth to zero in two years. Temporary residents cut 43%. Students halved. The fix relieves housing but starves healthcare, tech, and universities. Every solution creates a new problem. uc-079.stratiqx.com #Canada #Immigration

Canada −18% from peak. US +12%. UK +9%. Widest housing divergence in the G7. Four years of "recovery next year" — blocked every time. The spring keeps getting pushed back. uc-078.stratiqx.com #Canada #Housing #RealEstate

Canada is being squeezed from three directions. US tariffs. Iran oil shock. 1.15M mortgage renewals. BoC can't cut, can't hike, can't wait. No clean exit. uc-077.stratiqx.com #Canada #BoC #Macro #Economy

The S&P 500 is technically in a bull market. But 40%+ of its members are down 20%+. 97% of software stocks down 10%+. Cap-weighting is hiding the broadest drawdown in history. uc-076.stratiqx.com #SPX #Equities #Markets

War breaks out. Textbook says yields fall, gold rises. Both did the opposite. 10Y surged to 4.26%. Gold crashed 6% from ATH. Bonds and equities fell together. The inflation pathway overrode the fear pathway. uc-075.stratiqx.com #Macro #SafeHaven #Gold #Bonds

Every tech wave creates a second-order security market. AI agents just created a $57B one. Palo Alto/$25B for CyberArk. Google/$32B for Wiz. 88% of Fortune 500 had agent incidents. 14.4% have security approval. uc-074.stratiqx.com #CyberSecurity #AI #AgentSecurity

93% strike vote. 100% DRAM concentration. One fab campus. Samsung's workforce just became the single point of failure for global AI chip supply. uc-073.stratiqx.com #Semiconductor #Samsung #AI #SupplyChain

Every NBA owner gets a $667M cheque. Magic and LeBron want Vegas. Seattle gets the Sonics back. Vote in 7 days. uc-072.stratiqx.com #NBA #Sonics

Defending Super Bowl champs for sale. $10 billion. 51× return. Every NFL franchise just got repriced. uc-071.stratiqx.com #NFL #Seahawks

Goldman Sachs just compared the software sector to newspapers in 2002. Intuit −45%. Workday −39%. Salesforce −30%. Per-seat licensing built a trillion-dollar sector. AI agents are burying it. uc-070.stratiqx.com #SaaSpocalypse #AI

One company entering healthcare is a product launch. Every platform entering at once is a regulatory stress test. OpenAI, Microsoft, Amazon, Anthropic — all in Q1 2026. 230M weekly queries. Zero HIPAA coverage. uc-068.stratiqx.com #HealthAI #AI #HIPAA