Author: Colin Henderson

Progress in era of productivity
Diplomacy, Geopolitics, iranLeave a comment

Morning Briefing — Friday, 29 May 2026 · 6:30 EST · ~1,080 words

Colin Henderson

Today’s environment clusters around three interlocking threads: the Iran-US deal inching toward formalization while key nuclear terms remain contested; Ukraine’s air-war calculus shifting materially with the Sweden Gripen announcement; and North American trade facing a structural inflection as USMCA bilateral rounds open today. The news has a “held breath” quality — multiple consequential agreements are in the zone of possible closure but none signed. Markets are watching Hormuz; defence watchers are watching Uppsala; trade lawyers are watching Mexico City. 1. What Changed Iran-US Tentative 60-Day Ceasefire Extension — Trump Not Yet On BoardUS and Iranian negotiators reached a tentative agreement … Continue reading Morning Briefing — Friday, 29 May 2026 · 6:30 EST · ~1,080 words

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Stealth isn’t Strategy: Post-Stealth Warfare will be a “Dirty Mix” of Humans and Robots

Colin Henderson

In the context of AI capacity this piece highlights the extent of that required capacity far exceeds current understanding. Further the integration of humans, robots and AI will bring new capabilities and businesses. https://www.militarystrategymagazine.com/exclusives/stealth-isnt-strategy-post-stealth-warfare-will-be-a-dirty-mix-of-humans-and-robots/ ———————————— Jahara Matisek May 28, 2026 Jahara Matisek, Ph.D., is a U.S. Air Force command pilot, senior fellow at the Payne Institute for Public Policy, and a visiting scholar at Northwestern University. He is the most published officer currently serving with two books and over 200 articles on the defense industrial base, strategy, and warfare. A 2026 report by the Mitchell Institute for Aerospace Studies contended … Continue reading Stealth isn’t Strategy: Post-Stealth Warfare will be a “Dirty Mix” of Humans and Robots

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CoreWeave launches solutions for agentic AI improvement

Colin Henderson

CoreWeave (CRWV) said it has launched unified agentic AI capabilities that accelerate progress toward the superintelligence loop, a closed feedback loop between training and inference. AI inference is a process where a trained AI model uses its learned knowledge to make predictions or conclusions on new, unseen data. The AI infrastructure solutions provider said that with reinforcement learning, production inference, agent observability, and autonomous improvement working as one closed loop, agents not only become more reliable, they compound in capability over time. The company said that until now, training reliable AI agents meant running lengthy offline evaluations for months before … Continue reading CoreWeave launches solutions for agentic AI improvement

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AI enterprise: KPMG-Claude deployment and OpenAI’s DeployCo signal structural shift ⚑

Colin Henderson

Nvidia spokesman a few months ago about the demise of saas and shift to gaas (Agentic AI) Here it is in action and big four leading the charge. ———————— KPMG announced on May 19 the deployment of Claude across 276,000 employees in 138 countries via its Digital Gateway platform on Microsoft Azure. OpenAI launched DeployCo — a $4B consulting subsidiary backed by TPG, Goldman Sachs, McKinsey, Bain and others — placing forward-deployed engineers directly inside client organisations. Taken together, these moves signal the competitive battlefield has shifted from model benchmarks to enterprise deployment control. • New today: Both announcements are … Continue reading AI enterprise: KPMG-Claude deployment and OpenAI’s DeployCo signal structural shift ⚑

Diplomacy, Disinformation, GeopoliticsLeave a comment

Morning Briefing — Thursday, 28 May 2026 · 7:00 AM EST · ~1,350 words

Colin Henderson

Today’s environment is dominated by a single unresolved story: whether the US-Iran war produces a signed MOU or slides back into active hostilities before the end of the week. Everything else is downstream. The Ukraine war has moved to a secondary tier as Washington’s diplomatic bandwidth shifts to the Gulf. The AI enterprise deployment story is generating genuine structural signal — two large announcements this week confirm the battle has shifted from model capability to deployment control. 1. What Changed Iran-US: MOU “largely negotiated” — but both sides dispute the textA 60-day memorandum of understanding is reportedly close to signature. … Continue reading Morning Briefing — Thursday, 28 May 2026 · 7:00 AM EST · ~1,350 words

AI, Business Models, EconomyLeave a comment

Analysis of Tony Blair essay on policy and business operating framework

Colin Henderson

The Labour Party Is Playing With Fire Over Its Future and the Future of the Country This new essay from Tony Blair is aimed at the British Labour party, however politics aside there is much to consider as the world and business wrestles with the industrial and business revolution from AI and the associated political and economic framework within which they operate. The full essay follows the analysis.. Summary Assessment Blair’s essay is analytically useful not for its British political context but for its structural framing. The core intellectual contribution is the elevation of AI governance from a technology policy … Continue reading Analysis of Tony Blair essay on policy and business operating framework

Development, Economy, InnovationLeave a comment

New Data: China, India & CEE buck investment trends, Venture capital soars, US capital left on the sidelines

Colin Henderson

Latest Data & Analysis Report by the Global Private Capital Association. The Q1 Report features in-depth private capital data and key trends across global markets. N.B. GPCA represents private capital investors managing >US$2 trillion in assets across the Middle East, Asia, LatAm, Africa, and C&E Europe. Highlights Interview opportunity / embargo Would you like an interview – on the data and its leading themes – with GPCA’s Head of Research? Best, Victoria Quotations attributable to Cate Ambrose, CEO of GPCA, on the Q1 report “A standout metric in Q1 private capital investment was the pop in Venture Capital – recording its strongest quarter for over … Continue reading New Data: China, India & CEE buck investment trends, Venture capital soars, US capital left on the sidelines

Diplomacy, Geopolitics, IsraelLeave a comment

Morning Briefing — Wednesday, May 27, 2026 · 6:25 AM EST · 1,190 words

Colin Henderson

Today’s environment is dominated by a single thread with multiple failure points: the US-Iran ceasefire extension framework is “largely negotiated” in Trump’s framing, but Iran publicly rejects any uranium surrender commitment and Israeli operations in Lebanon continue to generate escalation risk independent of deal progress. EU foreign ministers are meeting in Cyprus today and tomorrow for the Gymnich — with Iran, Russian frozen assets, and Middle East consequences all live on the agenda — giving the day an unusual European diplomatic weight. Markets are watching Hormuz traffic signals closely; limited tanker movement is occurring under IRGC coordination, suggesting partial de … Continue reading Morning Briefing — Wednesday, May 27, 2026 · 6:25 AM EST · 1,190 words

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Toronto Tech week

Colin Henderson

Looking forward to hearing Databricks story. ———– U of T Entrepreneurship Today is the day! We’re excited to welcome you to the U of T x Toronto Tech Week Desjardins Speaker Series: How to Build a $100B Company, Brick by Brick, happening today — Tuesday, May 26 at 12:00 p.m. at Convocation Hall (31 King’s College Circle, Toronto, ON).  This event is one of the signature events of Toronto Tech Week. To help prepare for the day, please review the important details below:  Doors open at 11:00 a.m. for registration and seating. Your ticket must be presented at the door … Continue reading Toronto Tech week

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# Magnifica Humanitas — Analytical Report

Colin Henderson

Pope Leo XIV | Issued May 15, 2026 | 82 pages, 245 numbered paragraphs Overview The first full papal encyclical on artificial intelligence, Magnifica Humanitas (“The Grandeur of Humanity”) is formally a document of Catholic Social Doctrine but functions in practice as a broad normative framework for AI governance, addressed explicitly to “all men and women of goodwill” — not only the faithful. It is anchored in the 135th anniversary of Rerum Novarum (1891), positioning AI as the successor challenge to industrial capitalism. The organizing metaphor — Tower of Babel versus Nehemiah’s rebuilding of Jerusalem — frames the central question: … Continue reading # Magnifica Humanitas — Analytical Report