Author: Colin Henderson

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CybersecurityLeave a comment

Anthropic uncovers security flaws in all browsers worrying Banks

Colin Henderson

Anthropic isn’t sure if it will sell its powerful new Mythos model to the public, the AI startup’s co-founder said at Semafor World Economy, days after top US officials summoned Wall Street banks to raise security concerns about the tech. Mythos sparked alarm at the company when it discovered previously unknown security flaws in every major web browser and operating system, unnerving global financial authorities. Mythos is “not a special model,” Jack Clark said Monday; within a year and a half, “there will be open-source models from China that have these capabilities.” Anthropic is working with the US government to address potential cyber risks from … Continue reading Anthropic uncovers security flaws in all browsers worrying Banks

GeopoliticsLeave a comment

Morning Briefing — Monday, 13 April 2026 · 08:15 EST · 1,280 words

Colin Henderson

The dominant story today is the collapse of US-Iran talks in Islamabad and Trump’s immediate announcement of a naval blockade of the Strait of Hormuz, effective 10:00 AM ET this morning. The ceasefire is nominally intact but under acute strain — the IRGC has already threatened a “harsh and decisive” response to any military approach to the strait. Compounding an already volatile news environment: Orbán’s defeat in Hungary yesterday represents the most significant structural shift in European democratic alignment since Poland’s 2023 election. Markets are reacting badly. Today is more dangerous than yesterday. 1. What Changed Iran-US: Islamabad Talks Collapse, … Continue reading Morning Briefing — Monday, 13 April 2026 · 08:15 EST · 1,280 words

AI, Business Models, Frontier_AILeave a comment

Meta launches Muse Spark: First model from Meta Superintelligence Labs

Colin Henderson

My attention span for Meta is low because their stated target is advertising promotion on their proprietary properties. However the shift away from (meta description-Open Source ) to paid API access is structural and could place them in direct competition with Anthropic and OpenAI as a Frontier model. Something to watch. ————————————- Meta launches Muse Spark: First model from Meta Superintelligence LabsMeta debuted Muse Spark (formerly Avocado) this week — its first proprietary model since the $14.3B acquisition of Scale AI’s Alexandr Wang last June. The headline claim: same capability benchmarks as Llama 4 Maverick at over 10× less compute. … Continue reading Meta launches Muse Spark: First model from Meta Superintelligence Labs

Business Models, Canada, Economy, EU, Geopolitics, Military, NATOLeave a comment

EU Air and Space Shield

Colin Henderson

Some background to something I am watching and which will structurally change risk assessment and global finance. https://defence-industry-space.ec.europa.eu/document/download/9db42c04-15c2-42e1-8364-60afb0073e68_en?filename=Joint-Communication%20_Defence-Readiness-Roadmap-2030.pdf https://defence-industry-space.ec.europa.eu/document/download/b97e2ffb-4008-463d-bae7-e0ef519847af_en?filename=15102025_Readiness2030_FactsheetSPP_0.pdf The CWP 2026 foresees a European Space Shield Action Plan for Q2 2026. According to the European Defence Readiness Roadmap 2030, the European Space Shield is intended to reinforce the defence capabilities of the Member States and to secure the resilience and protection of space assets and services in response to an increasingly hostile threat environment. It forms part of the broader effort to achieve defence readiness by 2030 through the integration of national and commercial space assets with support from existing … Continue reading EU Air and Space Shield

GeopoliticsLeave a comment

Morning Briefing — Sunday, April 12, 2026 · 06:05 EST · 1,310 words

Colin Henderson

Today’s briefing is dominated by a single structural break: the Islamabad peace talks collapsed overnight after 21 hours, with Vance declaring Iran unwilling to accept US terms before departing for Washington. The ceasefire is now in a precarious limbo — still technically in effect but with no deal, no functional Hormuz reopening, and Israel continuing strikes on Lebanon. That failure radiates into every other active thread. Separately, a cluster of AI model and tariff developments warrant tracking. 1. Top Stories — What Changed Islamabad collapses: Vance declares talks failed, ball in Iran’s courtAfter 21 hours of talks at the Serena … Continue reading Morning Briefing — Sunday, April 12, 2026 · 06:05 EST · 1,310 words

GeopoliticsLeave a comment

Morning Briefing — Saturday, April 11, 2026 · 08:00 EST · ~1,260 words

Colin Henderson

The day’s gravity is Islamabad. Vance, Witkoff and Kushner are on the ground; Iran’s delegation has arrived with public preconditions rather than an opening position. Two fault lines are already visible: Lebanon (Iran insists it’s covered, Israel and the US say it isn’t) and sanctions relief (Iran wants commitments before substantive talks begin). Meanwhile, overnight intelligence confirms China is weeks away from shipping MANPADs to Iran through third-country masking — simultaneously brokering peace and arming for the next round. Hormuz transit remains near-paralysed. Hungary votes tomorrow in what may be the EU’s most consequential election in a decade. 1. What … Continue reading Morning Briefing — Saturday, April 11, 2026 · 08:00 EST · ~1,260 words

GeopoliticsLeave a comment

Morning Briefing — Friday, 10 April 2026 · 08:00 EST · 1,290 words

Colin Henderson

Today’s environment is dominated by a single question: does the US-Iran ceasefire, now 48 hours old, hold long enough for today’s Islamabad talks to produce anything durable? It will not. The structural contradictions are already exposed — Iran retains effective control of the Strait of Hormuz, Israel refuses to include Lebanon in the truce, and the delegations arriving in Islamabad carry maximalist mandates from capitals that have not reconciled their core differences. The secondary cluster today is markets repricing both the ceasefire optimism and the Hormuz non-reopening simultaneously, while CUSMA negotiations formally confirm zombie status ahead of the July 1 … Continue reading Morning Briefing — Friday, 10 April 2026 · 08:00 EST · 1,290 words

Economy, EU, Geopolitics, IMF, UK, USLeave a comment

UNDERSTANDING GLOBAL IMBALANCES

Colin Henderson

#IMF March 3, 2026 EXECUTIVE SUMMARY After more than a decade of steady decline, global imbalances have widened in they reflect economic fundamentals and desirable policies, the buildup and persistence recent years. While current account surpluses and deficits can be appropriate when of large imbalances raise concerns when they are driven by policy distortions and unwind in a disorderly manner. The expansion of industrial policies and the rise in trade restrictions—often motivated by imbalances themselves—has intensified the debate on the causes and consequences of global imbalances, despite limited analytical and empirical clarity on how both policies affect the current account. … Continue reading UNDERSTANDING GLOBAL IMBALANCES

Geopolitics, MilitaryLeave a comment

Morning Briefing — Thursday, 9 April 2026 · 7:00 AM EST · ~1,150 words

Colin Henderson

The dominant note today is ceasefire fragility. The US-Iran two-week truce announced April 7–8 — brokered by Pakistan, celebrated in markets — is already under operational stress: Israel struck Lebanon within hours of signing, Iran declared Hormuz closed again citing ceasefire violation, and the White House disputed the closure. Oil partially rebounded Thursday after Wednesday’s 15% plunge. The Islamabad talks beginning Saturday are the real test of whether this holds. Separately, Trump’s post-Rutte NATO confrontation deepened into withdrawal signals and a renewed Greenland threat — making today one of the more structurally significant days of the year so far. 1. … Continue reading Morning Briefing — Thursday, 9 April 2026 · 7:00 AM EST · ~1,150 words