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June 30, 2026 16 min read

The Agentic EDI Autonomy Scale: Defining The EDI Industry's Next Battlefield

There's a battle taking place right now between EDI companies over the future of the industry in the context of artificial intelligence. Which companies have earned the right to advertise agentic EDI? To answer this question, we need a framework.

analysis

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Jun 15, 2026 What rare earths and chip controls predict about the Fable shutdown

The US administration's decision to shut down Claude Mythos 5 and Fable 5 on Friday doesn't just jeopardize Anthropic. It jeopardizes the future of the entire US AI industry. Because when people realize that it takes just the stroke of a pen to cut them off from an essential resource, they start planning for a future where they are no longer vulnerable.

analysis

May 1, 2026 Private equity's impact on EDI

Private equity has been purchasing vet clinics, dental practices and funeral homes, and people are furious about it. Prices go up, service declines and people get mad, but they're stuck. It's the same pattern in EDI.

analysis