AI in Trading 2026: Compute Gets a Ticker
From every AI system becoming a listed contract, to matching logic becoming critical infrastructure, with the layer that picks your model becoming payments infrastructure – and the cost of the AI trade becoming clearer Two weeks ago the story was the rulebook. Last week it was the agents meeting each other. This week the market started […]
AI in Trading 2026: The Meeting of the Agents & the Collusion Begins
What happens when agents stop working alone 1. The Agents Met Each Other & started a Turf War Last week the news was on the rulebook for agents – this week Anthropic showed what happens in practice. It’s Frontier Red Team published research on multi-agent behaviour on 13th August (TechCrunch) – 3 Claude agents were given the […]
AI in Trading 2026: The Model Nobody Can Ship, and the Rulebook Nobody Can Read
OpenAI pauses its own model, Washington classifies its rulebook but won’t disclose it, while Singapore and FINRA both say the existing rules already reach agents, making the audit trail the new ask Last week was about control failures rather than capability. This week the story moved back to the model. OpenAI paused internal work on an […]
AI in Trading 2026: Why Anthropic’s Disclosure is Less About Rogue Agents and More About Dogs and Open Gates
Frontier model risk, Europe’s rules coming into force as two Washington deadlines pass, and why we can learn more from this week’s control failures than from anything inside a model Last week’s newsletter ended on three hard deadlines inside eight days: Kimi K3’s weights, the MCP specification, and the SEC’s answers to Congress, with the observation that only one […]
AI in Trading 2026: The Sandbox Had an Exit, the Frontier Halved, and the Agents Got Closer to the Venue
What this means for the industry and why rulebooks will increasingly need to write for a schedule they no longer control Last week was about the SEC’s homework and two central banks reclassifying frontier AI as a financial stability risk. This week we were given a clear demonstration why: OpenAI confirmed its own models escaped a […]
AI in Trading 2026: From “God Has Helped Us, and So Will AI” to a Deadline on Capitol Hill – the Frontier Model Reality Check
Agentic Finance & Frontier Models Everywhere: This Week’s Five Stories That Matter for Trading Where last week’s story was sovereignty, kill-switches, and the FCA’s Sarah-and-Harry rulebook, this week the conversation split five ways: Washington moved from principle to a dated oversight letter as AI agents got direct access to tokenized equities; two central banks and a Cambridge […]
AI in Trading 2026: Not Harry Met Sally – but when Sarah & Harry Met Sheldon
Agentic Finance Everywhere: Regulators, Trading Desks, Capital Markets, and the Race to Govern the Agents Where last week’s story was sovereignty and kill-switches, this week the regulatory conversation moved from whether agentic finance is coming to what it looks like once it arrives and what this will mean for the industry. Meanwhile, on the buy-side, the same underlying idea […]
AI in Trading 2026: Fable Returns – to be greeted by a Kill Switch
Fable Is Back – but the Conversation Has Moved to Export Controls, Kill-Switches, and the Importance of Governing the Stack, Not Just the Agent Nineteen days after the Commerce Department pulled Mythos & Fable offline over an unspecified national-security concern, export controls were lifted on June 30, and Fable began returning to Claude tiers and platforms […]
AI in Trading 2026: From Access Anxiety to Operating-Model Reality – Who Verifies the Agents, and Who Sets the Rules
Identity layers, bank blocs and a regulator rewrite: the week the sovereignty debate moved from “can they switch us off?” to “who governs what we’ve already wired in?” Last week the story was the Mythos freeze and the emerging membership club forming around it. This week the centre of gravity shifted. The Mythos reboot arrived […]
AI in Trading 2026: The Kill Switch Goes to the G7 – and the First Cracks in the Freeze
Sovereignty stops being a think-tank topic and becomes a head-of-state agenda item Last week the lesson was blunt: the ground you build on can be pulled out overnight by a decision made in another capital. This week the story moved out of Anthropic’s blog and into the G7, a Seoul press conference, and a US […]