The scarce asset moved.
AI is collapsing the cost of both attack and defense. When both sides of a conflict get cheap at once, the value moves somewhere new. The Great Repricing tracks where.
Each edition takes one development and makes one argument about where the value went, and what it means for the people who have to decide things. Security, AI, and the political economy underneath both.
I sell AI security to enterprises every day. Before that, a decade advising security leaders through cloud, ransomware, and the arrival of generative AI. Before that, political risk. Same question, fifteen years, new economics. I want this newsletter to read like it’s written by someone with skin in the market, because it is.
One essay at a time. Free.
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