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Artificial Intelligence
AI on AI Part I: Overblown Headlines Likely to Spook Insurers
An OpenAI model broke out of its own test lab and hacked Hugging Face, unsupervised. Everyone is calling it unprecedented. It isn't. Two of the most sophisticated AI companies on the planet got caught out by security mistakes any first-year analyst would recognise, and the insurance market is already taking note.
Cybersecurity
Beyond the Market Noise — Rethinking Cybersecurity Vendor Landscape in 2026
When Anthropic launched Claude Code Security last week, cyber stocks fell sharply. The narrative that followed was predictable. This analysis looks beyond the market noise — at what the shift means for CrowdStrike, Okta, SailPoint, Zscaler, Wiz, and others, and how technology and security leaders should think about their vendor landscape in 2026.