Baseline agent controls are diffusing fast enough that having them no longer distinguishes anyone. Separately, AI adoption is introducing usage-sensitive cost into a subscription business. Neither shift decides who wins. Together they move the scarce layer somewhere a vendor cannot sell it. Executive Summary In July I argued that the control plane is where the AI governance category is concentrating, and that whoever sits between instruction and action holds the evidence, the

Welcome to the September 2026 ed. of our global AI update. The past few weeks have brought some pretty big changes across the AI space, from OpenAI launching GPT-6 Astra to Apple finally giving Siri a much bigger AI upgrade. But beyond the big model launches, what really stood out was how AI is becoming part of more of the things we already use every day.We’re seeing more AI run directly on our devices, assistants getting better at handling actual tasks, and companies finding

For two years the argument about AI agent identity has been a security team argument. It lived in access reviews and credential rotation schedules, and it lost most of its budget fights to whatever was on fire that quarter. That argument just picked up an unlikely ally. On August 17 the White House released the National Security Science and Technology Strategy. It came from the Office of Science and Technology Policy, it sets federal research and acquisition priorities, and i