News and ideas from Fig
Sovereign AI: the operating playbook
Sovereignty is a capability, not a location. Five rights, a ladder of infrastructure routes, and four proofs to run before production.
When AI can do more than we can check
The training that made AI good at math also made it hard to keep in its box. How reasoning models and agent teams got here, how mathematicians and AI labs are responding, and what companies should take from it.
Late October 2026: Anthropic opens its books
The month in AI, second half of October. What business leaders should take from two weeks of AI news.
Own your alpha
All sovereign AI writing →
September 2026: the month agents moved in
The month in AI. Always-on agents went mainstream, frontier models got cheaper and harder to get at the same time, and safety stopped being theoretical.
The risk isn't the deepfake
Deepfakes get the headlines. The larger risk for a campaign is the AI it deploys itself: answering voters, speaking in the candidate's name, at a scale no one reviews.
The Long Lake playbook
A three-year-old AI holding company just closed a $6.3 billion take-private of Amex GBT. How the model works, what it claims, what is still unproven, and what private equity should take from it.
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Where AI creates value in healthcare
For hospitals, physician groups, dental and outpatient practices, and home and post-acute care providers, most of AI's value shows up as revenue: patients who could not get through, care that was never fully recorded, claims that were never paid. Why that value is contested, which of it lasts, and the decisions providers face.
How AI is rebuilding finance, from seed to public
AI changes the finance function differently at each stage of a company. What a zero-day close really means, what is now possible for startups, growth companies and public companies, and a roadmap for each.
Anthropic's S-1: a preliminary read
Anthropic filed publicly to go public on Oct 26. A first read of the numbers, the margins, the compute commitments, the governance and the risk factors, and what the filing still leaves blank.
Agents at the bank's door
In October, the largest US banks shut out the AI agents their customers had started using to manage money. What they blocked, why it is hard, and a practical roadmap for financial institutions to let agents in safely.
Early October 2026: AI gets a budget
The month in AI, first half of October. What business leaders should take from two weeks of AI news.
The model is eating the harness
Work that AI systems once had to build around the model keeps becoming part of the model. What that pattern looks like, why it keeps happening, and how to build systems that get better with every release.
The AI-native finance team
What a finance department looks like when agents do the routine work: which workflows they handle today, how they connect to the ledger, how the team changes shape, and how to start.
How to measure applied AI
A model's benchmark score says little about how it will do on your work. A practical playbook for measuring AI inside an enterprise: real cases, outcome metrics, repeated runs, one scorecard and a loop that keeps measuring after launch.
The Bending Spoons playbook
Bending Spoons runs more than 50 acquired software businesses on one shared platform with a core team of about 600. What the platform contains, why AI changed its economics, and how any roll-up or private equity firm can build its own.