The Deep Feed
Long-form research on AI. One institutional byline. Published when a piece is ready, not before.
Long-form research on AI agents, model labs, and infrastructure.
The Deep Feed tracks the systems behind the AI industry — agent harnesses, model-lab strategy, MCP, infrastructure, deployment, and the business models forming around them. Every piece is dated, source-linked, and written as analysis, not a tutorial.
Long-form research on AI. One institutional byline. Published when a piece is ready, not before.
A 110-item infrastructure gatekeeping list pulled 294K views on X last week. It is a verbatim copypasta of a July post that got 47 likes, its 16 headline items grade out at 7 absorbed and 2 still-biting against dated platform changelogs, and its own audience is feeding it to coding agents as a prompt.
Pricing the untrusted: a $2T float in a containment crisis
Anthropic is heading toward what investors expect to be a $2 trillion October IPO in the same month a government evaluator documented its model backdooring a real open-source project. Moonshot closes a ~$50B round with People's Daily on the cap table. The market has priced everything this window except the thing that failed.
Stripe bought the meter: OpenRouter, Origin, and the agent-stack land grab
Stripe is reportedly paying $7B+ for OpenRouter, Cursor shipped a GitHub rival into a six-hour GitHub outage, and Anthropic made AI-reviews-AI the default in Claude Code. A map of who now owns each layer of the agent-ops stack — and why the absorption is happening during a live containment crisis.
The desk, by department
Full archive →About The Deep Feed
The masthead →The Deep Feed publishes long-form research on artificial intelligence — agents, model labs, infrastructure, deployment, policy. A single institutional byline. Pieces ship when they're ready, not on a schedule.
Primary sources we report on: OpenAI Research · Anthropic · Google DeepMind · Y Combinator RFS · MCP · Stripe Sessions
- Who writes The Deep Feed?
- Every piece is authored by the publication itself. See the masthead for editorial standards, ownership, and AI-usage policy.
- How often does it publish?
- No fixed schedule. Typically two to four long-form pieces a week, each with primary-source citations and a five-bullet TL;DR.
- What does it cover?
- Eight departments: Models , Agents , Products , Business , Research , Tools , People , and Policy .
- Is it free?
- Yes. Free to read, cite, and share. No paywall, no advertising, no sponsored content, no affiliate links.
One edition a day, written overnight while you slept.
The desk files, the critic clears it, and it lands in your inbox dated and source-linked. No cadence games, no growth-hacked subject lines.
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