# hold key (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover hold key. Page: Feed: --- ## [A Tale of Two Earnings - What the Filings Cannot Show](https://threadbaire.com/blog/posts/a-tale-of-two-earnings-what-the-filings-cannot-show.html) _2026-07-31 · Lida Liberopoulou · Threadbaire Blog_ Six structural claims about hyperscaler earnings disclosure, filed before the event with pass/fail conditions, all confirmed. The score matters less than what it reveals: a recurring pattern in which investment effects, commercial demand, and infrastructure costs are each visible, but the connections between them are not. ## [A Tale of Two Earnings - Microsoft, Apple, and the Circle Between Them](https://threadbaire.com/blog/posts/a-tale-of-two-earnings.html) _2026-07-27 · Lida Liberopoulou · Threadbaire Blog_ Nvidia is guaranteeing its own customer's debt. Google is booking unrealised gains on companies that buy its cloud compute. Amazon's Anthropic position contributed $12.3 billion to quarterly income from a price adjustment. On Wednesday and Thursday, Microsoft and Apple report from opposite sides of this pattern. Six falsifiable predictions about what the filings will disclose and what they will… ## [The Wrong Game - Why Xbox Is Answering Microsoft’s Margin Question](https://threadbaire.com/blog/posts/the-wrong-game.html) _2026-07-03 · Lida Liberopoulou · Threadbaire Blog_ Microsoft voluntarily disclosed Xbox's internal margin after twenty-five years of absorbing worse losses quietly. The question is not whether Xbox deserved a reset but why the only window into internal economics opened for the business unit furthest from the question investors are actually asking. ## [It's Been a Minute...](https://matthewsprang.substack.com/p/its-been-a-minute) _2026-06-30 · Matt Sprang · The Edge of Known_ Thinking of new and better ways to develop leaders and save your business ## [The Silicon Industrialists - Part 2: Tech’s Great Escape](https://threadbaire.com/blog/posts/the-silicon-industrialists-part-2.html) _2026-06-19 · Lida Liberopoulou · Threadbaire Blog_ Every major infrastructure technology before software followed the same path: massive capital, consolidation, capture. The personal computer, independent software, and the open internet broke that pattern because specific institutional decisions opened the substrate before anyone could close it. Part 2 traces the escape and asks what held the ladder in place. ## [The Silicon Industrialists - Part 1: AI's Gilded Age](https://threadbaire.com/blog/posts/the-silicon-industrialists-part-1.html) _2026-05-27 · Lida Liberopoulou · Threadbaire Blog_ AI's costs are industrial. Its revenue mechanisms are dissolving. The collision between these two forces is pushing the most transformative technology in a generation toward regression, through infrastructure dependencies, venture capital, startup absorption, and the capture of open source. Part 1 of a series on the economic forces shaping AI. ## [Who Holds the Keys to the Agent Web - Part 3: Who Keeps the Record](https://threadbaire.com/blog/posts/who-holds-the-keys-to-the-agent-web-part-3.html) _2026-05-09 · Lida Liberopoulou · Threadbaire Blog_ The post-transaction layer is where the deepest capture in agent commerce occurs: not through security, payments, or model training, but through the record a service keeps after the agent has acted. The risk is that the vendor becomes the only party that can explain how the work was done. ## [This Is Not a Newsletter](https://matthewsprang.substack.com/p/this-is-not-a-newsletter) _2026-05-01 · Matt Sprang · The Edge of Known_ Three Things, None of Which You Asked For ## [The Walk](https://matthewsprang.substack.com/p/the-walk) _2026-04-23 · Matt Sprang · The Edge of Known_ What I told Rowan's Seniors of Distinction ## [Tools Multiply. Seats Collapse - Why the software that survives AI is the software agents can use](https://threadbaire.com/blog/posts/tools-multiply-seats-collapse.html) _2026-04-21 · Lida Liberopoulou · Threadbaire Blog_ Per-seat software pricing is a twenty-five-year artifact of the human bottleneck. When agents can invoke a capability thousands of times in an hour, the software market sorts into two categories: tool-makers whose usage multiplies, and coordination surfaces whose seat economics hollow out. A sorting test for your vendor list. ## [Anthony Ettinger on LinkedIn (Sponsored)](https://crawlproof.com/a/RIMxdyjzbIeS) _2026-04-20 · **Sponsored**_ Public LinkedIn profile at linkedin.com/in/anthonyettinger. ## [Two Bridges to the Same Place: Why the AI Model Race Proves the Model Doesn't Matter](https://threadbaire.com/blog/posts/two-bridges-to-the-same-place.html) _2026-04-14 · Lida Liberopoulou · Threadbaire Blog_ The competition between frontier AI labs is itself the proof that the model layer is commoditising. The labs matching each other in compressed timeframes, the platform owners building model-agnostic infrastructure, and open-weight models closing the gap from below. These three convergence forces reproduce the structural pattern of the browser war, where the winner didn't get to keep the winnings. ## [Who Holds the Keys to the Agent Web - Part 2: Who Gets the Receipt](https://threadbaire.com/blog/posts/who-holds-the-keys-to-the-agent-web-part-2.html) _2026-03-25 · Lida Liberopoulou · Threadbaire Blog_ The agent commerce infrastructure is being built right now. Payment rails, trust registries, autonomous wallets. And the capture this time will be about transactions, trust, and the reasoning traces that accumulate when agents do the work ## [The Hero Complex](https://matthewsprang.substack.com/p/the-hero-complex) _2026-03-24 · Matt Sprang · The Edge of Known_ A Red Cape Isn't Part of Your Work Uniform ## [Who Holds the Keys to the Agent Web - Part 1: Before the Doors Close](https://threadbaire.com/blog/posts/who-holds-the-keys-to-the-agent-web-part-1.html) _2026-03-18 · Lida Liberopoulou · Threadbaire Blog_ The AI agent web is still forming. The protocols are open but capture point is authentication and the identity vendors are moving fast ## [Grow Up! (The Worst Advice You Ever Took)](https://matthewsprang.substack.com/p/grow-up-the-worst-advice-you-ever) _2026-03-17 · Matt Sprang · The Edge of Known_ The Three Things You Lose When You Stop Playing ## [The Weight](https://matthewsprang.substack.com/p/the-weight) _2026-03-10 · Matt Sprang · The Edge of Known_ What nobody tells you about running a business ## [The Humans Won't Be Called Back](https://threadbaire.com/blog/posts/the-humans-wont-be-called-back.html) _2026-03-04 · Lida Liberopoulou · Threadbaire Blog_ AI will produce bad code. Companies will realise their mistake. And then they will call the humans back. That prediction is wrong. ## [3:37 AM](https://matthewsprang.substack.com/p/337-am) _2026-02-17 · Matt Sprang · The Edge of Known_ Strong enough to survive, stubborn enough to suffer ## [What Community Actually Looks Like](https://matthewsprang.substack.com/p/what-community-actually-looks-like) _2026-02-05 · Matt Sprang · The Edge of Known_ Three questions that only came from having the right people around ## [Forgiveness Isn't For Them](https://matthewsprang.substack.com/p/forgiveness-isnt-for-them) _2026-01-29 · Matt Sprang · The Edge of Known_ The Baseball Hall of Fame, Punishment, and the Power of Forgiveness ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/JqdxEZQ4FXAG) _2026-01-29 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [Just. Keep. Going.](https://matthewsprang.substack.com/p/just-keep-going) _2025-12-31 · Matt Sprang · The Edge of Known_ On Marathons, Giving, and Preparing to Lead Yourself in 2026