From 3342daab01eba763cdd70e526ad1076dd6602212 Mon Sep 17 00:00:00 2001 From: Aleks Date: Mon, 18 May 2026 14:35:40 +0300 Subject: [PATCH] ingest: executive-briefing-the-bifurcated --- ...05-18_executive-briefing-the-bifurcated.md | 161 ++++++++++++++++ ...tive-briefing-the-bifurcated.transcript.md | 180 ++++++++++++++++++ 2 files changed, 341 insertions(+) create mode 100644 Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.md create mode 100644 Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.transcript.md diff --git a/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.md b/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.md new file mode 100644 index 0000000..349fabe --- /dev/null +++ b/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.md @@ -0,0 +1,161 @@ +--- +title: "Distribution Ate Capability — Что сделка Cognition–Infosys раскрывает о конкуренции в AI" +slug: executive-briefing-the-bifurcated +source: https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated +author: Nate Jones +published: 2026-01-11 +processed: 2026-05-18 +type: video +tags: + - ai-strategy + - future-of-work + - enterprise-ai + - distribution +themes: + - "[[Moat]]" + - "[[Implementation Layer]]" + - "[[Frontier Alliance]]" +frameworks: + - "[[Distribution Trap]]" + - "[[Jevons-Baumol Frame]]" + - "[[Three-Layer Analysis]]" + - "[[Contestability Split]]" +terminology: + - "[[Moat]]" + - "[[Implementation Fabric]]" + - "[[Forward Deployed Engineer]]" + - "[[Frontier Labs]]" + - "[[Agentic Workflow]]" + - "[[Workflow Completion]]" +--- + +## Суть в одном абзаце + +Общепринятый нарратив об AI-конкуренции — «стартапы вытесняют медленных incumbents» — ошибочен и ведёт к потере миллиардов. Реальная картина: AI-стартапы **продают возможности incumbents**, а не конкурируют с ними. Сделка Cognition (агент Devin) × Infosys — эталонный пример: стартап с технологией партнёрится с компанией, у которой есть дистрибуция, доверие и контракты. Победитель определяется не тем, у кого лучшая модель, а тем, кто контролирует путь к клиенту. + +--- + +## Ключевые фреймворки + +### 1. [[Distribution Trap]] (Ловушка дистрибуции) + +Стартапы имеют технологию; incumbents имеют: +- **procurement relationships** — устоявшиеся закупочные отношения +- **liability wrappers** — юридическую ответственность перед клиентом +- **embedded trust** — десятилетия встроенного доверия + +> "The AI startup is selling *to* the incumbent, not competing *with* them." +> *«AI-стартап продаёт incumbent, а не конкурирует с ним.»* + +Этот паттерн воспроизводится в юридических услугах, консалтинге и enterprise software. Capability течёт **к** дистрибуции, а не вытесняет её. + +--- + +### 2. [[Jevons-Baumol Frame]] + +Два противонаправленных экономических эффекта AI: + +| Эффект | Что происходит | EN | +|---|---|---| +| Эффект Джевонса | AI делает работу дешёвой → спрос на неё растёт | Jevons Effect | +| Болезнь Баумоля | Некоторая работа становится дороже и дефицитнее | Baumol's Cost Disease | + +Практическое следствие: нельзя говорить «AI убьёт X» без уточнения, к какому слою X относится. + +--- + +### 3. [[Three-Layer Analysis]] (Трёхслойный анализ) + +Классификация работы по отношению к AI-угрозе: + +| Слой | EN | Что входит | Угроза от AI | +|---|---|---|---| +| Токенизируемая когниция | Tokenizable Cognition | Анализ, написание, кодирование, классификация | Высокая — AI замещает | +| Подотчётность | Accountability | Юридическая ответственность, подписание, доверие | Низкая — AI усиливает человека | +| Воплощённое исполнение | Embodied Execution | Физическое присутствие, локальные отношения | Низкая — AI не применим | + +Позиция компании в этой матрице определяет: AI — это угроза или возможность. + +--- + +### 4. [[Contestability Split]] (Расщепление оспариваемости) + +| Тип рынка | Что делает AI | Пример | +|---|---|---| +| Однородный продукт (substitutable output) | Убивает длинный хвост, консолидирует | Типовые юридические шаблоны | +| Локальный / реляционный | Усиливает фрагментацию | Местный консультант, нишевый интегратор | + +> "AI kills long tails in markets where output becomes substitutable; it strengthens fragmentation where locality and relationships dominate." +> *«AI уничтожает длинные хвосты там, где продукт становится взаимозаменяемым; там, где доминируют локальность и отношения — фрагментацию усиливает.»* + +--- + +### 5. Позиционные стратегии (Investment Implications) + +| Позиция | Стратегия | Смертельная ловушка | +|---|---|---| +| Гиганты (Giants) | Покупать capability-слой, интегрировать в дистрибуцию | Строить собственные модели вместо партнёрств | +| Средний уровень (Mid-tier) | TBD | Делать вид, что всё идёт по плану — это и есть ловушка | +| Стартапы | Продавать incumbents, а не конкурировать | Прямой B2B Enterprise без дистрибутора | +| Локальные провайдеры | Удерживать реляционный [[Moat]] | Пытаться стать «AI-компанией» без дифференциатора | + +> "The one move that looks like prudence but is actually the death trap." +> *«Ход, который выглядит как осторожность, но на деле — смертельная ловушка.»* + +--- + +### 6. Прогнозы на 2026 + +TBD — контент за paywall. Автор обещает «конкретные, фальсифицируемые предсказания». + +> Открытый вопрос: какие из предсказанных паттернов уже подтвердились к маю 2026 — есть ли новые сделки типа Cognition×Infosys в других вертикалях? + +--- + +## Терминология + +| Термин RU | Термин EN | Пояснение | +|---|---|---| +| Ловушка дистрибуции | [[Distribution Trap]] | Стартапы теряют, пытаясь обойти дистрибутора | +| Трёхслойный анализ | [[Three-Layer Analysis]] | Классификация работы: когниция / подотчётность / исполнение | +| Расщепление оспариваемости | [[Contestability Split]] | Разные рынки реагируют на AI противоположно | +| Фрейм Джевонса–Баумоля | [[Jevons-Baumol Frame]] | Дешевизна AI-труда не означает исчезновения дорогого | +| Токенизируемая когниция | Tokenizable Cognition | Работа, которую AI может выполнить напрямую | +| Воплощённое исполнение | Embodied Execution | Физическая работа, недостижимая для AI | +| Оспариваемость рынка | Contestability | Способность новых игроков войти и победить | +| Incumbent | Incumbent | Действующий крупный игрок с дистрибуцией | + +--- + +## Что использовать для нашего портфеля + +**Контекст**: AI-интегратор, работающий через PE как канал дистрибуции, строящий [[Implementation Layer]] поверх [[Frontier Labs]]. + +### Применения фреймворка + +**[[Distribution Trap]] → наш основной аргумент продаж.** +Мы — не конкуренты portfolio companies PE-фондов; мы — их capability-партнёр. Сделка Cognition×Infosys — готовая аналогия для C-suite: «Мы — ваш Cognition, вы контролируете клиента». + +**[[Three-Layer Analysis]] → диагностика перед проектом.** +До старта любого внедрения классифицировать работу клиента по трём слоям. Если >60% — tokenizable cognition → высокий ROI, быстрый цикл. Если accountability/embodied — нужен другой разговор о ценности. + +**[[Contestability Split]] → выбор вертикалей.** +Нишевые, реляционные рынки (отраслевой консалтинг, узкоспециализированный compliance) — наша территория: [[Moat]] здесь сохраняется. Избегать горизонтальных commodity-рынков, где AI-инструменты консолидируют напрямую. + +**PE как [[Forward Deployed Engineer]] канал.** +PE-фонд — это Infosys в данной метафоре: у него есть trust, liability, procurement. Наша задача — стать технологическим слоем, который фонд разворачивает через портфель. Не конкурировать за прямой контакт с portfolio company — продавать фонду. + +**[[Implementation Fabric]] как дифференциатор.** +В мире, где capability коммодитизируется, побеждает тот, кто умеет разворачивать её в реальных системах клиента. Это наш [[Moat]] — не модели, а [[Implementation Layer]]. + +--- + +## Связанные концепции в vault + +- [[Implementation Layer]] — наш основной продукт как категория +- [[Implementation Fabric]] — инфраструктура развёртывания +- [[Moat]] — удержание позиции через реляционность и локальность +- [[Forward Deployed Engineer]] — паттерн глубокого внедрения в клиента +- [[Frontier Alliance]] — партнёрства с lab-уровнем как аналог Cognition×Infosys +- [[Agentic Workflow]] — слой tokenizable cognition, который мы автоматизируем +- [[Workflow Completion]] — метрика успеха внедрения \ No newline at end of file diff --git a/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.transcript.md b/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.transcript.md new file mode 100644 index 0000000..2d6ee62 --- /dev/null +++ b/Business/Nate Corpus/2026-05-18_executive-briefing-the-bifurcated.transcript.md @@ -0,0 +1,180 @@ +Executive Briefing: Distribution Ate Capability — What the Cognition–Infosys Deal Reveals +@layer legacy, tailwind, pencraftReset, pencraft; +@font-face{font-family:'Spectral';font-style:italic;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCt-xNNww_2s0amA9M8on7mTNmnUHowCw.woff2) format('woff2');unicode-range:U+0301,U+0400-045F,U+0490-0491,U+04B0-04B1,U+2116}@font-face{font-family:'Spectral';font-style:italic;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCt-xNNww_2s0amA9M8onXmTNmnUHowCw.woff2) format('woff2');unicode-range:U+0102-0103,U+0110-0111,U+0128-0129,U+0168-0169,U+01A0-01A1,U+01AF-01B0,U+0300-0301,U+0303-0304,U+0308-0309,U+0323,U+0329,U+1EA0-1EF9,U+20AB}@font-face{font-family:'Spectral';font-style:italic;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCt-xNNww_2s0amA9M8onTmTNmnUHowCw.woff2) format('woff2');unicode-range:U+0100-02AF,U+0304,U+0308,U+0329,U+1E00-1E9F,U+1EF2-1EFF,U+2020,U+20A0-20AB,U+20AD-20CF,U+2113,U+2C60-2C7F,U+A720-A7FF}@font-face{font-family:'Spectral';font-style:italic;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCt-xNNww_2s0amA9M8onrmTNmnUHo.woff2) format('woff2');unicode-range:U+0000-00FF,U+0131,U+0152-0153,U+02BB-02BC,U+02C6,U+02DA,U+02DC,U+0304,U+0308,U+0329,U+2000-206F,U+2074,U+20AC,U+2122,U+2191,U+2193,U+2212,U+2215,U+FEFF,U+FFFD}@font-face{font-family:'Spectral';font-style:normal;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCr-xNNww_2s0amA9M9knjsS_ulYHs.woff2) format('woff2');unicode-range:U+0301,U+0400-045F,U+0490-0491,U+04B0-04B1,U+2116}@font-face{font-family:'Spectral';font-style:normal;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCr-xNNww_2s0amA9M2knjsS_ulYHs.woff2) format('woff2');unicode-range:U+0102-0103,U+0110-0111,U+0128-0129,U+0168-0169,U+01A0-01A1,U+01AF-01B0,U+0300-0301,U+0303-0304,U+0308-0309,U+0323,U+0329,U+1EA0-1EF9,U+20AB}@font-face{font-family:'Spectral';font-style:normal;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCr-xNNww_2s0amA9M3knjsS_ulYHs.woff2) format('woff2');unicode-range:U+0100-02AF,U+0304,U+0308,U+0329,U+1E00-1E9F,U+1EF2-1EFF,U+2020,U+20A0-20AB,U+20AD-20CF,U+2113,U+2C60-2C7F,U+A720-A7FF}@font-face{font-family:'Spectral';font-style:normal;font-weight:400;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCr-xNNww_2s0amA9M5knjsS_ul.woff2) format('woff2');unicode-range:U+0000-00FF,U+0131,U+0152-0153,U+02BB-02BC,U+02C6,U+02DA,U+02DC,U+0304,U+0308,U+0329,U+2000-206F,U+2074,U+20AC,U+2122,U+2191,U+2193,U+2212,U+2215,U+FEFF,U+FFFD}@font-face{font-family:'Spectral';font-style:normal;font-weight:600;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCs-xNNww_2s0amA9vmtm3FafaPWnIIMrY.woff2) format('woff2');unicode-range:U+0301,U+0400-045F,U+0490-0491,U+04B0-04B1,U+2116}@font-face{font-family:'Spectral';font-style:normal;font-weight:600;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCs-xNNww_2s0amA9vmtm3OafaPWnIIMrY.woff2) format('woff2');unicode-range:U+0102-0103,U+0110-0111,U+0128-0129,U+0168-0169,U+01A0-01A1,U+01AF-01B0,U+0300-0301,U+0303-0304,U+0308-0309,U+0323,U+0329,U+1EA0-1EF9,U+20AB}@font-face{font-family:'Spectral';font-style:normal;font-weight:600;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCs-xNNww_2s0amA9vmtm3PafaPWnIIMrY.woff2) format('woff2');unicode-range:U+0100-02AF,U+0304,U+0308,U+0329,U+1E00-1E9F,U+1EF2-1EFF,U+2020,U+20A0-20AB,U+20AD-20CF,U+2113,U+2C60-2C7F,U+A720-A7FF}@font-face{font-family:'Spectral';font-style:normal;font-weight:600;font-display:fallback;src:url(https://fonts.gstatic.com/s/spectral/v13/rnCs-xNNww_2s0amA9vmtm3BafaPWnII.woff2) format('woff2');unicode-range:U+0000-00FF,U+0131,U+0152-0153,U+02BB-02BC,U+02C6,U+02DA,U+02DC,U+0304,U+0308,U+0329,U+2000-206F,U+2074,U+20AC,U+2122,U+2191,U+2193,U+2212,U+2215,U+FEFF,U+FFFD} +:root{--color_theme_bg_pop:#04d4f4;--background_pop:#04d4f4;--color_theme_bg_web:#0f172b;--cover_bg_color:#0f172b;--cover_bg_color_secondary:#1d2538;--background_pop_darken:#04bedb;--print_on_pop:#ffffff;--color_theme_bg_pop_darken:#04bedb;--color_theme_print_on_pop:#ffffff;--color_theme_bg_pop_20:rgba(4, 212, 244, 0.2);--color_theme_bg_pop_30:rgba(4, 212, 244, 0.3);--print_pop:#04d4f4;--color_theme_accent:#04d4f4;--cover_print_primary:#ffffff;--cover_print_secondary:#d9d9d9;--cover_print_tertiary:#d9d9d9;--cover_border_color:#ffffff;--home_hero:newspaper;--home_posts:list;--web_bg_color:#0f172b;--background_contrast_1:#1d2538;--background_contrast_2:#2f3648;--background_contrast_3:#535867;--background_contrast_4:#757a85;--background_contrast_5:#b3b6bc;--color_theme_bg_contrast_1:#1d2538;--color_theme_bg_contrast_2:#2f3648;--color_theme_bg_contrast_3:#535867;--color_theme_bg_contrast_4:#757a85;--color_theme_bg_contrast_5:#b3b6bc;--color_theme_bg_elevated:#1d2538;--color_theme_bg_elevated_secondary:#2f3648;--color_theme_bg_elevated_tertiary:#535867;--color_theme_detail:#272e40;--background_contrast_pop:rgba(4, 212, 244, 0.4);--color_theme_bg_contrast_pop:rgba(4, 212, 244, 0.4);--theme_bg_is_dark:1;--print_on_web_bg_color:hsl(222.85714285714283, 12.068965517241242%, 91.13725490196079%);--print_secondary_on_web_bg_color:#9fa2aa;--background_pop_rgb:4, 212, 244;--color_theme_bg_pop_rgb:4, 212, 244;--color_theme_accent_rgb:4, 212, 244;} +Subscribe +Sign in +{"@context":"https://schema.org","@type":"NewsArticle","url":"https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated","mainEntityOfPage":"https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated","headline":"Executive Briefing: Distribution Ate Capability \u2014 What the Cognition\u2013Infosys Deal Reveals","description":"Watch now | The conventional narrative about AI and business competition is shaping billions in investment decisions right now\u2014and it\u2019s wrong in ways that will destroy companies.","image":[{"@type":"ImageObject","url":"https://substackcdn.com/image/fetch/$s_!mxV9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F040114a1-00d1-4d56-92a5-e4a84864e1b1_1024x1024.png"}],"datePublished":"2026-01-11T16:01:11+00:00","dateModified":"2026-01-11T16:01:11+00:00","isAccessibleForFree":false,"author":[{"@type":"Person","name":"Nate","url":"https://substack.com/@natesnewsletter","description":"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.","identifier":"user:119476445","sameAs":["https://twitter.com/natebjones"],"image":{"@type":"ImageObject","contentUrl":"https://substackcdn.com/image/fetch/$s_!AgBy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png","thumbnailUrl":"https://substackcdn.com/image/fetch/$s_!AgBy!,w_128,h_128,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png"}}],"publisher":{"@type":"Organization","name":"Nate\u2019s Substack","url":"https://natesnewsletter.substack.com","description":"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.","interactionStatistic":{"@type":"InteractionCounter","name":"Subscribers","interactionType":"https://schema.org/SubscribeAction","userInteractionCount":100000},"identifier":"pub:1373231","logo":{"@type":"ImageObject","url":"https://substackcdn.com/image/fetch/$s_!s4a7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png","contentUrl":"https://substackcdn.com/image/fetch/$s_!s4a7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png","thumbnailUrl":"https://substackcdn.com/image/fetch/$s_!s4a7!,w_128,h_128,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png"},"image":{"@type":"ImageObject","url":"https://substackcdn.com/image/fetch/$s_!s4a7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png","contentUrl":"https://substackcdn.com/image/fetch/$s_!s4a7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png","thumbnailUrl":"https://substackcdn.com/image/fetch/$s_!s4a7!,w_128,h_128,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png"},"sameAs":["https://twitter.com/natebjones"]},"interactionStatistic":[{"@type":"InteractionCounter","interactionType":"https://schema.org/LikeAction","userInteractionCount":28},{"@type":"InteractionCounter","interactionType":"https://schema.org/ShareAction","userInteractionCount":1},{"@type":"InteractionCounter","interactionType":"https://schema.org/CommentAction","userInteractionCount":4}]} +Playback speed +× +Share post +Share post at current time +Share from 0:00 +0:00 +/ +Playback speed +× +Share post +0:00 +/ +Preview +Audio playback is not supported on your browser. Please upgrade. +28 +4 +1 +Executive Briefing: Distribution Ate Capability — What the Cognition–Infosys Deal Reveals +The conventional narrative about AI and business competition is shaping billions in investment decisions right now—and it’s wrong in ways that will destroy companies. +Nate +Jan 11, 2026 +∙ Paid +28 +4 +1 +Share +The story shaping billions in AI investment decisions goes like this: startups disrupt slow incumbents, giants transform or die, fastest adopters win. It feels urgent and actionable. It’s misleading about where the real danger lies. +In enterprise IT services, the strategy logic seemed straightforward: Cognition’s AI coding agent Devin goes direct to enterprises, disintermediates Infosys and the traditional services layer, captures the margin. +But Cognition didn’t go hunting for enterprise clients. They partnered with Infosys, who will deploy Devin across their engineering organization and global client base. The AI startup is selling +to +the incumbent, not competing +with +them. +That pattern—AI capability flowing toward distribution rather than displacing it—is showing up across professional services. You’ll see versions of it in legal, consulting, and enterprise software in the analysis below. The startups have the technology; the incumbents have procurement relationships, liability wrappers, and decades of embedded trust. So they trade. +The framework in this briefing explains why, and maps where competition actually intensifies versus where it doesn’t. +This briefing covers: +The distribution trap. +Why “AI-native startups disrupt slow incumbents” gets the competitive dynamics backwards—and what determines whether capability or distribution wins in a given market. +The Jevons-Baumol frame. +Why AI makes some work abundant while making other work more expensive and scarce—applied as a practical map of which business models survive. +The three-layer analysis. +How to categorize work into tokenizable cognition, accountability, and embodied execution—and why this determines whether AI is your threat or your opportunity. +The contestability split. +AI kills long tails in markets where output becomes substitutable; it strengthens fragmentation where locality and relationships dominate. +Investment implications by position. +Different strategic plays for giants, mid-tier firms, startups, and local service providers—including the one move that looks like prudence but is actually the death trap. +What to expect in 2026. +Specific, falsifiable predictions so you can check this framework against reality in twelve months. +Executive Circle members enjoy all these Sunday briefings! Curious? You can easily +change your plan here +Subscribe +This post is for subscribers in the AI Executive Circle plan +Upgrade to AI Executive Circle +Already in the AI Executive Circle plan? +Sign in +Nate's Notebook +Welcome to my podcast! In these audio reviews of my newsletters, I am to break down complex AI topics in a way that's approachable and relatable. I want you to walk away with the confidence to leverage AI more effectively at home and at work! +Welcome to my podcast! In these audio reviews of my newsletters, I am to break down complex AI topics in a way that's approachable and relatable. I want you to walk away with the confidence to leverage AI more effectively at home and at work! +Subscribe +Listen on +Substack App +RSS Feed +Appears in episode +Nate +Recent Episodes +Executive Briefing: Stop asking if AI can do this. Start asking what shape the work is. +21 hrs ago +• +Nate +Exclusive: a conversation with Tibo from Codex on what your company has to become when the model can actually do the work +May 16 +• +Nate +The 2 prompts I'd run before any 2026 SaaS renewal (especially if you're deploying agents) +May 15 +• +Nate +Six things have to be true before AI changes a workflow. Most companies have built two. +May 14 +• +Nate +Your AI agent is rediscovering 85% of its context every run. Here's the architecture fix (+ Contract Spec, Failure Triage, and Stack ADR) +May 13 +• +Nate +Six layers your agent has to handle. Most products have only thought about two. + a responsibility-layer audit. +May 12 +• +Nate +You gave your AI agent real tools. Here's the 4-part control layer it's missing + the Judge Layer implementation guide +May 11 +• +Nate +Executive Briefing: Six announcements in 48 hours just changed how enterprise AI gets bought (+ 2 prompts for the new process) +May 10 +• +Nate +© 2026 Nate +· +Privacy +∙ +Terms +∙ +Collection notice +Start your Substack +Get the app +Substack +is the home for great culture +window.Sentry && window.Sentry.onLoad(function() { +window.Sentry.init({ +environment: window._preloads.sentry_environment, +dsn: window._preloads.sentry_dsn, +}) +}) +window._preloads += JSON.parse("{\"isEU\":true,\"language\":\"en\",\"country\":\"FI\",\"userLocale\":{\"language\":\"en\",\"region\":\"US\",\"source\":\"default\"},\"base_url\":\"https://natesnewsletter.substack.com\",\"stripe_publishable_key\":\"pk_live_51QfnARLDSWi1i85FBpvw6YxfQHljOpWXw8IKi5qFWEzvW8HvoD8cqTulR9UWguYbYweLvA16P7LN6WZsGdZKrNkE00uGbFaOE3\",\"captcha_site_key\":\"6LeI15YsAAAAAPXyDcvuVqipba_jEFQCjz1PFQoz\",\"pub\":{\"apple_pay_disabled\":false,\"apex_domain\":null,\"author_id\":119476445,\"byline_images_enabled\":true,\"bylines_enabled\":true,\"chartable_token\":null,\"community_enabled\":true,\"copyright\":\"Nate\",\"cover_photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/9e01ceea-93c8-4e41-a85f-13f6152c6dd1_1024x1024.png\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"custom_domain_optional\":false,\"custom_domain\":null,\"default_comment_sort\":\"best_first\",\"default_coupon\":null,\"default_group_coupon\":\"b3b2a510\",\"default_show_guest_bios\":true,\"email_banner_url\":null,\"email_from_name\":null,\"email_from\":null,\"embed_tracking_disabled\":false,\"explicit\":false,\"expose_paywall_content_to_search_engines\":true,\"fb_pixel_id\":null,\"fb_site_verification_token\":null,\"flagged_as_spam\":false,\"founding_subscription_benefits\":[\"A weekly executive insights memo focused on board-level AI, markets, and investments\"],\"free_subscription_benefits\":[\"A couple of great free posts a month, plus free previews of all posts\"],\"ga_pixel_id\":null,\"google_site_verification_token\":\"D2Xw9aNSeapOuQwRrkF9y1bgI1s7GG3uXdthjLwWiew\",\"google_tag_manager_token\":null,\"hero_image\":null,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"hide_intro_subtitle\":null,\"hide_intro_title\":null,\"hide_podcast_feed_link\":false,\"homepage_type\":\"newspaper\",\"id\":1373231,\"image_thumbnails_always_enabled\":false,\"invite_only\":false,\"hide_podcast_from_pub_listings\":false,\"language\":\"en\",\"logo_url_wide\":\"https://substackcdn.com/image/fetch/$s_!dWpr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\",\"logo_url\":\"https://substackcdn.com/image/fetch/$s_!s4a7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"minimum_group_size\":5,\"moderation_enabled\":true,\"name\":\"Nate\u2019s Substack\",\"paid_subscription_benefits\":[\"About 10 posts a week on AI, including videos, guides, and how-to\u2019s\",\"Subscriber-only podcast episodes\",\"Active private substack chat with daily posts on all things AI\"],\"parsely_pixel_id\":null,\"chartbeat_domain\":null,\"payments_state\":\"enabled\",\"paywall_free_trial_enabled\":true,\"podcast_art_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"paid_podcast_episode_art_url\":null,\"podcast_byline\":\"Nate\",\"podcast_description\":\"Welcome to my podcast! In these audio reviews of my newsletters, I am to break down complex AI topics in a way that's approachable and relatable. I want you to walk away with the confidence to leverage AI more effectively at home and at work!\",\"podcast_enabled\":true,\"podcast_feed_url\":null,\"podcast_title\":\"Nate's Notebook\",\"post_preview_limit\":null,\"primary_user_id\":119476445,\"require_clickthrough\":false,\"show_pub_podcast_tab\":false,\"show_recs_on_homepage\":true,\"subdomain\":\"natesnewsletter\",\"subscriber_invites\":0,\"support_email\":null,\"theme_var_background_pop\":\"#45D800\",\"theme_var_color_links\":false,\"theme_var_cover_bg_color\":null,\"trial_end_override\":null,\"twitter_pixel_id\":null,\"type\":\"newsletter\",\"post_reaction_faces_enabled\":true,\"is_personal_mode\":false,\"plans\":[{\"id\":\"yearly250usd_0006f54e\",\"object\":\"plan\",\"active\":true,\"aggregate_usage\":null,\"amount\":25000,\"amount_decimal\":\"25000\",\"billing_scheme\":\"per_unit\",\"created\":1777640108,\"currency\":\"usd\",\"interval\":\"year\",\"interval_count\":1,\"livemode\":true,\"metadata\":{\"substack\":\"yes\"},\"meter\":null,\"nickname\":\"$250 a year\",\"product\":\"prod_UR8s5DVibgA9vV\",\"tiers\":null,\"tiers_mode\":null,\"transform_usage\":null,\"trial_period_days\":null,\"usage_type\":\"licensed\",\"currency_options\":{\"aud\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":35000,\"unit_amount_decimal\":\"35000\"},\"brl\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":124500,\"unit_amount_decimal\":\"124500\"},\"cad\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":34000,\"unit_amount_decimal\":\"34000\"},\"chf\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":20000,\"unit_amount_decimal\":\"20000\"},\"dkk\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":159500,\"unit_amount_decimal\":\"159500\"},\"eur\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":21500,\"unit_amount_decimal\":\"21500\"},\"gbp\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":18500,\"unit_amount_decimal\":\"18500\"},\"mxn\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":437000,\"unit_amount_decimal\":\"437000\"},\"nok\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":232000,\"unit_amount_decimal\":\"232000\"},\"nzd\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":42500,\"unit_amount_decimal\":\"42500\"},\"pln\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":91000,\"unit_amount_decimal\":\"91000\"},\"sek\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":231000,\"unit_amount_decimal\":\"231000\"},\"usd\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":25000,\"unit_amount_decimal\":\"25000\"}}},{\"id\":\"monthly25usd\",\"object\":\"plan\",\"active\":true,\"aggregate_usage\":null,\"amount\":2500,\"amount_decimal\":\"2500\",\"billing_scheme\":\"per_unit\",\"created\":1777640107,\"currency\":\"usd\",\"interval\":\"month\",\"interval_count\":1,\"livemode\":true,\"metadata\":{\"substack\":\"yes\"},\"meter\":null,\"nickname\":\"$25 a month\",\"product\":\"prod_UR8sQj6g7rTXaf\",\"tiers\":null,\"tiers_mode\":null,\"transform_usage\":null,\"trial_period_days\":null,\"usage_type\":\"licensed\",\"currency_options\":{\"aud\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":3500,\"unit_amount_decimal\":\"3500\"},\"brl\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":12500,\"unit_amount_decimal\":\"12500\"},\"cad\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":3400,\"unit_amount_decimal\":\"3400\"},\"chf\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":2000,\"unit_amount_decimal\":\"2000\"},\"dkk\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":16000,\"unit_amount_decimal\":\"16000\"},\"eur\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":2200,\"unit_amount_decimal\":\"2200\"},\"gbp\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":1900,\"unit_amount_decimal\":\"1900\"},\"mxn\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":44000,\"unit_amount_decimal\":\"44000\"},\"nok\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":23500,\"unit_amount_decimal\":\"23500\"},\"nzd\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":4300,\"unit_amount_decimal\":\"4300\"},\"pln\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":9500,\"unit_amount_decimal\":\"9500\"},\"sek\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":23500,\"unit_amount_decimal\":\"23500\"},\"usd\":{\"custom_unit_amount\":null,\"tax_behavior\":\"unspecified\",\"unit_amount\":2500,\"unit_amount_decimal\":\"2500\"}}},{\"id\":\"founding45000usd\",\"name\":\"founding45000usd\",\"nickname\":\"founding45000usd\",\"active\":true,\"amount\":45000,\"currency\":\"usd\",\"interval\":\"year\",\"interval_count\":1,\"metadata\":{\"substack\":\"yes\",\"founding\":\"yes\",\"no_coupons\":\"yes\",\"short_description\":\"AI Executive Circle\",\"short_description_english\":\"AI Executive Circle\",\"minimum\":\"45000\",\"minimum_local\":{\"aud\":63000,\"brl\":228000,\"cad\":62000,\"chf\":35500,\"dkk\":289500,\"eur\":39000,\"gbp\":34000,\"mxn\":780500,\"nok\":419000,\"nzd\":77000,\"pln\":164500,\"sek\":425500,\"usd\":45000}},\"currency_options\":{\"aud\":{\"unit_amount\":63000,\"tax_behavior\":\"unspecified\"},\"brl\":{\"unit_amount\":228000,\"tax_behavior\":\"unspecified\"},\"cad\":{\"unit_amount\":62000,\"tax_behavior\":\"unspecified\"},\"chf\":{\"unit_amount\":35500,\"tax_behavior\":\"unspecified\"},\"dkk\":{\"unit_amount\":289500,\"tax_behavior\":\"unspecified\"},\"eur\":{\"unit_amount\":39000,\"tax_behavior\":\"unspecified\"},\"gbp\":{\"unit_amount\":34000,\"tax_behavior\":\"unspecified\"},\"mxn\":{\"unit_amount\":780500,\"tax_behavior\":\"unspecified\"},\"nok\":{\"unit_amount\":419000,\"tax_behavior\":\"unspecified\"},\"nzd\":{\"unit_amount\":77000,\"tax_behavior\":\"unspecified\"},\"pln\":{\"unit_amount\":164500,\"tax_behavior\":\"unspecified\"},\"sek\":{\"unit_amount\":425500,\"tax_behavior\":\"unspecified\"},\"usd\":{\"unit_amount\":45000,\"tax_behavior\":\"unspecified\"}}}],\"stripe_user_id\":\"acct_1KfuBoE9e93lJYjr\",\"stripe_country\":\"US\",\"stripe_publishable_key\":\"pk_live_51KfuBoE9e93lJYjrZFIdnadMU4LMoapLQgq9vLQXxYJOgo86iEbefFnE0MUtedSDjwld1DY6b5hyX8DncYZmWvRq00WOlVQity\",\"stripe_platform_account\":\"US\",\"automatic_tax_enabled\":true,\"author_name\":\"Nate\",\"author_handle\":\"natesnewsletter\",\"author_photo_url\":\"https://substackcdn.com/image/fetch/$s_!AgBy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"author_bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"twitter_screen_name\":\"natebjones\",\"has_custom_tos\":false,\"has_custom_privacy\":false,\"theme\":{\"background_pop_color\":\"#04d4f4\",\"web_bg_color\":\"#0f172b\",\"cover_bg_color\":\"#0f172b\",\"publication_id\":1373231,\"color_links\":null,\"font_preset_heading\":null,\"font_preset_body\":null,\"font_family_headings\":null,\"font_family_body\":null,\"font_family_ui\":null,\"font_size_body_desktop\":null,\"print_secondary\":null,\"custom_css_web\":null,\"custom_css_email\":null,\"home_hero\":\"newspaper\",\"home_posts\":\"list\",\"home_show_top_posts\":false,\"hide_images_from_list\":false,\"home_hero_alignment\":\"left\",\"home_hero_show_podcast_links\":true,\"default_post_header_variant\":null,\"custom_header\":null,\"custom_footer\":null,\"social_media_links\":null,\"font_options\":null,\"section_template\":null,\"custom_subscribe\":null,\"design_template\":null,\"design_template_options\":null},\"threads_v2_settings\":{\"photo_replies_enabled\":true,\"first_thread_email_sent_at\":null,\"create_thread_minimum_role\":\"paid\",\"activated_at\":\"2025-03-19T13:34:20.818+00:00\",\"reader_thread_notifications_enabled\":true,\"boost_free_subscriber_chat_preview_enabled\":true,\"push_suppression_enabled\":false},\"default_group_coupon_percent_off\":\"5.00\",\"pause_return_date\":null,\"has_posts\":true,\"has_recommendations\":true,\"first_post_date\":\"2023-02-05T18:23:00.071Z\",\"has_podcast\":true,\"has_free_podcast\":true,\"has_subscriber_only_podcast\":true,\"has_community_content\":true,\"rankingDetail\":\"Tens of thousands of paid subscribers\",\"rankingDetailFreeIncluded\":\"Hundreds of thousands of subscribers\",\"rankingDetailOrderOfMagnitude\":10000,\"rankingDetailFreeIncludedOrderOfMagnitude\":100000,\"rankingDetailFreeSubscriberCount\":\"Over 151,000 subscribers\",\"rankingDetailByLanguage\":{\"ar\":{\"rankingDetail\":\"\u0639\u0634\u0631\u0627\u062A \u0627\u0644\u0622\u0644\u0627\u0641 \u0645\u0646 \u0627\u0644\u0645\u0634\u062A\u0631\u0643\u064A\u0646 \u0627\u0644\u0645\u062F\u0641\u0648\u0639\u064A\u0646\"},\"ca\":{\"rankingDetail\":\"Desenes de milers de subscriptors de pagament\"},\"da\":{\"rankingDetail\":\"Titusindvis af betalte abonnenter\"},\"de\":{\"rankingDetail\":\"Zehntausende von Paid-Abonnenten\"},\"es\":{\"rankingDetail\":\"Decenas de miles de suscriptores de pago\"},\"fr\":{\"rankingDetail\":\"Des dizaines de milliers d'abonn\u00E9s payants\"},\"ja\":{\"rankingDetail\":\"\u4F55\u4E07\u4EBA\u3082\u306E\u6709\u6599\u767B\u9332\u8005\"},\"nb\":{\"rankingDetail\":\"Titusenvis av betalende abonnenter\"},\"nl\":{\"rankingDetail\":\"Tienduizenden betalende abonnees\"},\"pl\":{\"rankingDetail\":\"Dziesi\u0105tki tysi\u0119cy p\u0142ac\u0105cych subskrybent\u00F3w\"},\"pt\":{\"rankingDetail\":\"Dezenas de milhares de subscritores pagos\"},\"pt-br\":{\"rankingDetail\":\"Dezenas de milhares de assinantes pagantes\"},\"en-gb\":{\"rankingDetail\":\"Tens of thousands of paid subscribers\"},\"it\":{\"rankingDetail\":\"Decine di migliaia di abbonati a pagamento\"},\"tr\":{\"rankingDetail\":\"On binlerce \u00FCcretli abone\"},\"sv\":{\"rankingDetail\":\"Tiotusentals betalande prenumeranter\"},\"en\":{\"rankingDetail\":\"Tens of thousands of paid subscribers\"}},\"freeSubscriberCount\":\"151,000\",\"freeSubscriberCountOrderOfMagnitude\":\"151K+\",\"author_bestseller_tier\":10000,\"author_badge\":{\"type\":\"bestseller\",\"tier\":10000},\"disable_monthly_subscriptions\":false,\"disable_annual_subscriptions\":false,\"hide_post_restacks\":false,\"notes_feed_enabled\":true,\"showIntroModule\":false,\"isPortraitLayout\":false,\"last_chat_post_at\":\"2026-05-18T03:18:27.473Z\",\"primary_profile_name\":\"Nate\",\"primary_profile_photo_url\":\"https://substackcdn.com/image/fetch/$s_!AgBy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"no_follow\":false,\"sponsorshipCampaigns\":{},\"paywall_chat\":\"paid\",\"sections\":[],\"multipub_migration\":null,\"navigationBarItems\":[{\"id\":\"98a7ba3e-b7bf-4962-bcff-43e947d34c59\",\"publication_id\":1373231,\"sibling_rank\":0,\"link_title\":null,\"link_url\":null,\"section_id\":null,\"post_id\":null,\"is_hidden\":true,\"standard_key\":\"archive\",\"post_tag_id\":null,\"parent_id\":null,\"is_group\":false,\"post\":null,\"section\":null,\"children\":[],\"postTag\":null},{\"id\":\"c4f8b416-0d85-4304-b3e7-755ab9711db7\",\"publication_id\":1373231,\"sibling_rank\":1,\"link_title\":\"NateBJones.com\",\"link_url\":\"https://www.natebjones.com/\",\"section_id\":null,\"post_id\":null,\"is_hidden\":null,\"standard_key\":null,\"post_tag_id\":null,\"parent_id\":null,\"is_group\":false,\"post\":null,\"section\":null,\"children\":[],\"postTag\":null},{\"id\":\"1c8ea8ef-a5cf-479e-aa47-ac000bd6d16f\",\"publication_id\":1373231,\"sibling_rank\":1,\"link_title\":\"AI Strategy\",\"link_url\":\"\",\"section_id\":null,\"post_id\":null,\"is_hidden\":null,\"standard_key\":null,\"post_tag_id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"parent_id\":null,\"is_group\":false,\"post\":null,\"section\":null,\"children\":[],\"postTag\":{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false}},{\"id\":\"674daf22-f3be-4f85-9f01-b18c446c85dd\",\"publication_id\":1373231,\"sibling_rank\":2,\"link_title\":\"Future of Work\",\"link_url\":\"\",\"section_id\":null,\"post_id\":null,\"is_hidden\":null,\"standard_key\":null,\"post_tag_id\":\"e32d109a-b451-41d7-aae9-3dbd19a0a04b\",\"parent_id\":null,\"is_group\":false,\"post\":null,\"section\":null,\"children\":[],\"postTag\":{\"id\":\"e32d109a-b451-41d7-aae9-3dbd19a0a04b\",\"publication_id\":1373231,\"name\":\"future of work\",\"slug\":\"future-of-work\",\"hidden\":false}},{\"id\":\"56bba934-8ac1-49f9-8283-02bc9ed5b324\",\"publication_id\":1373231,\"sibling_rank\":4,\"link_title\":\"Building With AI\",\"link_url\":\"\",\"section_id\":null,\"post_id\":null,\"is_hidden\":null,\"standard_key\":null,\"post_tag_id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"parent_id\":null,\"is_group\":false,\"post\":null,\"section\":null,\"children\":[],\"postTag\":{\"id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"publication_id\":1373231,\"name\":\"building with ai\",\"slug\":\"building-with-ai\",\"hidden\":false}}],\"contributors\":[{\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"role\":\"admin\",\"owner\":true,\"user_id\":119476445,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\"}],\"threads_v2_enabled\":true,\"viralGiftsConfig\":{\"id\":\"a2907e9e-9e2d-4bcc-82c3-7efa773b598d\",\"publication_id\":1373231,\"enabled\":true,\"gifts_per_user\":5,\"gift_length_months\":1,\"send_extra_gifts\":true,\"message\":\"My personal Substack\",\"created_at\":\"2023-02-02T05:46:29.830206+00:00\",\"updated_at\":\"2023-02-02T05:46:29.830206+00:00\",\"days_til_invite\":14,\"send_emails\":true,\"show_link\":null},\"tier\":2,\"no_index\":false,\"can_set_google_site_verification\":true,\"can_have_sitemap\":true,\"iap_advanced_plans\":[{\"sku\":\"LjjRtpcIgsXpJQ4D9Z\",\"publication_id\":\"1373231\",\"is_active\":true,\"price_base_units\":3500,\"currency_alpha3\":\"usd\",\"period\":\"month\",\"created_at\":\"2026-05-01T12:55:14.749Z\",\"updated_at\":\"2026-05-01T12:55:14.749Z\",\"id\":\"1102385\",\"payout_amount_base_units\":250,\"alternate_currencies\":{\"aud\":4900,\"brl\":17500,\"cad\":4800,\"chf\":2800,\"dkk\":22500,\"eur\":3000,\"gbp\":2600,\"mxn\":61500,\"nok\":32500,\"nzd\":6000,\"pln\":13000,\"sek\":32500},\"is_founding\":false,\"display_name\":\"Nate\u2019s Substack (Monthly)\",\"display_price\":\"$35\"},{\"sku\":\"x3G7Nj47AkpxAQnYzN\",\"publication_id\":\"1373231\",\"is_active\":true,\"price_base_units\":34000,\"currency_alpha3\":\"usd\",\"period\":\"year\",\"created_at\":\"2026-05-01T12:55:14.759Z\",\"updated_at\":\"2026-05-01T12:55:14.759Z\",\"id\":\"1102386\",\"payout_amount_base_units\":2500,\"alternate_currencies\":{\"aud\":47500,\"brl\":169500,\"cad\":46500,\"chf\":27000,\"dkk\":217000,\"eur\":29000,\"gbp\":25000,\"mxn\":594000,\"nok\":315000,\"nzd\":58000,\"pln\":123500,\"sek\":314000},\"is_founding\":false,\"display_name\":\"Nate\u2019s Substack (Yearly)\",\"display_price\":\"$340\"}],\"founding_plan_name_english\":\"AI Executive Circle\",\"iap_founding_plan\":{\"base_plan_id\":\"founding45000usd\",\"name\":\"AI Executive Circle\",\"minimum_amount\":62000,\"suggested_amount\":62000,\"currency_alpha3\":\"usd\",\"alternate_currencies\":{\"aud\":{\"minimum_amount\":87000,\"suggested_amount\":87000},\"brl\":{\"minimum_amount\":314000,\"suggested_amount\":314000},\"cad\":{\"minimum_amount\":85500,\"suggested_amount\":85500},\"chf\":{\"minimum_amount\":49000,\"suggested_amount\":49000},\"dkk\":{\"minimum_amount\":399000,\"suggested_amount\":399000},\"eur\":{\"minimum_amount\":53500,\"suggested_amount\":53500},\"gbp\":{\"minimum_amount\":47000,\"suggested_amount\":47000},\"mxn\":{\"minimum_amount\":1075000,\"suggested_amount\":1075000},\"nok\":{\"minimum_amount\":577000,\"suggested_amount\":577000},\"nzd\":{\"minimum_amount\":106000,\"suggested_amount\":106000},\"pln\":{\"minimum_amount\":227000,\"suggested_amount\":227000},\"sek\":{\"minimum_amount\":586000,\"suggested_amount\":586000}}},\"bundles\":[],\"base_url\":\"https://natesnewsletter.substack.com\",\"hostname\":\"natesnewsletter.substack.com\",\"is_on_substack\":false,\"spotify_podcast_settings\":{\"id\":57965,\"publication_id\":1373231,\"section_id\":null,\"spotify_uri\":null,\"spotify_podcast_title\":null,\"created_at\":\"2025-07-01T04:41:13.562Z\",\"updated_at\":\"2025-07-01T04:41:13.562Z\",\"currently_published_on_spotify\":false,\"spotify_show_url\":\"\"},\"unified_podcast_settings\":null,\"podcastPalette\":{\"Vibrant\":{\"rgb\":[127.5,127.5,127.5],\"population\":0},\"DarkVibrant\":{\"rgb\":[66.3,66.3,66.3],\"population\":0},\"LightVibrant\":{\"rgb\":[188.7,188.7,188.7],\"population\":0},\"Muted\":{\"rgb\":[130,131,132],\"population\":19},\"DarkMuted\":{\"rgb\":[68,76,76],\"population\":6},\"LightMuted\":{\"rgb\":[188,188,188],\"population\":16}},\"pageThemes\":{\"podcast\":null},\"live_subscriber_counts\":false,\"supports_ip_content_unlock\":false,\"appTheme\":{\"colors\":{\"accent\":{\"name\":\"#04d4f4\",\"primary\":{\"r\":0,\"g\":190,\"b\":221,\"a\":1},\"primary_hover\":{\"r\":0,\"g\":170,\"b\":200,\"a\":1},\"primary_elevated\":{\"r\":0,\"g\":170,\"b\":200,\"a\":1},\"secondary\":{\"r\":0,\"g\":190,\"b\":221,\"a\":0.2},\"contrast\":{\"r\":255,\"g\":255,\"b\":255,\"a\":1},\"bg\":{\"r\":0,\"g\":190,\"b\":221,\"a\":0.2},\"bg_hover\":{\"r\":0,\"g\":190,\"b\":221,\"a\":0.3},\"dark\":{\"primary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"primary_hover\":{\"r\":60,\"g\":232,\"b\":255,\"a\":1},\"primary_elevated\":{\"r\":60,\"g\":232,\"b\":255,\"a\":1},\"secondary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":0.2},\"contrast\":{\"r\":0,\"g\":0,\"b\":0,\"a\":0.8},\"bg\":{\"r\":4,\"g\":212,\"b\":244,\"a\":0.2},\"bg_hover\":{\"r\":4,\"g\":212,\"b\":244,\"a\":0.3}}},\"fg\":{\"primary\":{\"r\":0,\"g\":0,\"b\":0,\"a\":0.8},\"secondary\":{\"r\":0,\"g\":0,\"b\":0,\"a\":0.6},\"tertiary\":{\"r\":0,\"g\":0,\"b\":0,\"a\":0.4},\"accent\":{\"r\":0,\"g\":122,\"b\":144,\"a\":1},\"dark\":{\"primary\":{\"r\":255,\"g\":255,\"b\":255,\"a\":0.9},\"secondary\":{\"r\":255,\"g\":255,\"b\":255,\"a\":0.6},\"tertiary\":{\"r\":255,\"g\":255,\"b\":255,\"a\":0.4},\"accent\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1}}},\"bg\":{\"name\":\"#4874f6\",\"hue\":{\"r\":72,\"g\":116,\"b\":246,\"a\":1},\"tint\":{\"r\":72,\"g\":116,\"b\":246,\"a\":0.1},\"primary\":{\"r\":236.7,\"g\":241.1,\"b\":254.1,\"a\":1},\"primary_hover\":{\"r\":232.2,\"g\":236.6,\"b\":249.6,\"a\":1},\"primary_elevated\":{\"r\":232.2,\"g\":236.6,\"b\":249.6,\"a\":1},\"secondary\":{\"r\":221.4,\"g\":225.8,\"b\":238.8,\"a\":1},\"secondary_elevated\":{\"r\":191.90640435560326,\"g\":196.18312279452567,\"b\":208.83931644322595,\"a\":1},\"tertiary\":{\"r\":204.29999999999998,\"g\":208.7,\"b\":221.7,\"a\":1},\"quaternary\":{\"r\":171.00000000000003,\"g\":175.4,\"b\":188.4,\"a\":1},\"dark\":{\"primary\":{\"r\":27,\"g\":32.3,\"b\":46.2,\"a\":1},\"primary_hover\":{\"r\":31.5,\"g\":36.800000000000004,\"b\":50.7,\"a\":1},\"primary_elevated\":{\"r\":31.5,\"g\":36.800000000000004,\"b\":50.7,\"a\":1},\"secondary\":{\"r\":38.7,\"g\":44.9,\"b\":57.900000000000006,\"a\":1},\"secondary_elevated\":{\"r\":46.00928086117839,\"g\":52.382944146679826,\"b\":65.69872996134613,\"a\":1},\"tertiary\":{\"r\":55.8,\"g\":61.1,\"b\":74.1,\"a\":1},\"quaternary\":{\"r\":88.2,\"g\":93.50000000000001,\"b\":106.5,\"a\":1}}}},\"cover_image\":{\"url\":\"https://substackcdn.com/image/fetch/$s_!orQ3!,w_1200,h_400,c_pad,f_auto,q_auto:best,fl_progressive:steep,b_auto:border,b_rgb:0f172b/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9e01ceea-93c8-4e41-a85f-13f6152c6dd1_1024x1024.png\",\"height\":1024,\"width\":3072}},\"portalAppTheme\":{\"colors\":{\"accent\":{\"name\":\"#04d4f4\",\"primary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"primary_hover\":{\"r\":4,\"g\":190,\"b\":219,\"a\":1},\"primary_elevated\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"secondary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"contrast\":{\"r\":255,\"g\":255,\"b\":255,\"a\":1},\"bg\":{\"r\":255,\"g\":103,\"b\":25,\"a\":0.2},\"bg_hover\":{\"r\":255,\"g\":103,\"b\":25,\"a\":0.3},\"dark\":{\"name\":\"#04d4f4\",\"primary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"primary_hover\":{\"r\":4,\"g\":190,\"b\":219,\"a\":1},\"primary_elevated\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"secondary\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"contrast\":{\"r\":255,\"g\":255,\"b\":255,\"a\":1},\"bg\":{\"r\":255,\"g\":103,\"b\":25,\"a\":0.2},\"bg_hover\":{\"r\":255,\"g\":103,\"b\":25,\"a\":0.3}}},\"fg\":{\"primary\":{\"r\":230,\"g\":231,\"b\":235,\"a\":1},\"secondary\":{\"r\":159,\"g\":162,\"b\":170,\"a\":1},\"tertiary\":{\"r\":117,\"g\":122,\"b\":133,\"a\":1},\"accent\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1},\"dark\":{\"primary\":{\"r\":230,\"g\":231,\"b\":235,\"a\":1},\"secondary\":{\"r\":159,\"g\":162,\"b\":170,\"a\":1},\"tertiary\":{\"r\":117,\"g\":122,\"b\":133,\"a\":1},\"accent\":{\"r\":4,\"g\":212,\"b\":244,\"a\":1}}},\"bg\":{\"name\":\"#0f172b\",\"hue\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"tint\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"primary\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"primary_hover\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"primary_elevated\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"secondary\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"secondary_elevated\":{\"r\":47,\"g\":54,\"b\":72,\"a\":1},\"tertiary\":{\"r\":47,\"g\":54,\"b\":72,\"a\":1},\"quaternary\":{\"r\":83,\"g\":88,\"b\":103,\"a\":1},\"dark\":{\"name\":\"#0f172b\",\"hue\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"tint\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"primary\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1},\"primary_hover\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"primary_elevated\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"secondary\":{\"r\":29,\"g\":37,\"b\":56,\"a\":1},\"secondary_elevated\":{\"r\":47,\"g\":54,\"b\":72,\"a\":1},\"tertiary\":{\"r\":47,\"g\":54,\"b\":72,\"a\":1},\"quaternary\":{\"r\":83,\"g\":88,\"b\":103,\"a\":1}}},\"wordmark_bg\":{\"r\":15,\"g\":23,\"b\":43,\"a\":1}}},\"logoPalette\":{\"Vibrant\":{\"rgb\":[127.5,127.5,127.5],\"population\":0},\"DarkVibrant\":{\"rgb\":[66.3,66.3,66.3],\"population\":0},\"LightVibrant\":{\"rgb\":[188.7,188.7,188.7],\"population\":0},\"Muted\":{\"rgb\":[131,132,131],\"population\":8},\"DarkMuted\":{\"rgb\":[68,76,68],\"population\":1},\"LightMuted\":{\"rgb\":[188,188,188],\"population\":11}},\"google_conversion_info\":null},\"confirmedLogin\":false,\"hide_intro_popup\":true,\"block_auto_login\":false,\"domainInfo\":{\"isSubstack\":true,\"customDomain\":null},\"experimentFeatures\":{},\"experimentExposures\":{},\"siteConfigs\":{\"score_upsell_email\":\"control\",\"first_chat_email_enabled\":true,\"reader-onboarding-promoted-pub\":737237,\"new_commenter_approval\":false,\"pub_update_opennode_api_key\":false,\"notes_video_max_duration_minutes\":15,\"show_content_label_age_gating_in_feed\":false,\"zendesk_automation_cancellations\":false,\"hide_book_a_meeting_button\":false,\"enable_saved_segments\":false,\"mfa_action_box_enabled\":false,\"publication_max_bylines\":35,\"no_contest_charge_disputes\":false,\"feed_posts_previously_seen_weight\":0.1,\"publication_tabs_reorder\":false,\"comp_expiry_email_new_copy\":\"NONE\",\"free_unlock_required\":false,\"enable_post_summarization\":false,\"live_stream_host_warning_message\":\"\",\"bitcoin_enabled\":false,\"minimum_ios_os_version\":\"17.0.0\",\"show_entire_square_image\":false,\"hide_subscriber_count\":false,\"fit_in_live_stream_player\":false,\"publication_author_display_override\":\"\",\"generate_pdf_tax_report\":false,\"hide_post_sidebar\":false,\"show_generic_post_importer\":false,\"enable_pledges_modal\":true,\"include_pdf_invoice\":false,\"automod_enabled_v0\":false,\"notes_weight_watch_video\":3,\"enable_react_dashboard\":false,\"meetings_v1\":false,\"enable_videos_page\":false,\"exempt_from_gtm_filter\":false,\"group_sections_and_podcasts_in_menu\":false,\"boost_optin_modal_enabled\":true,\"standards_and_enforcement_features_enabled\":false,\"pub_creation_captcha_behavior\":\"risky_pubs_or_rate_limit\",\"post_blogspot_importer\":false,\"notes_weight_short_item_boost\":0.15,\"enable_high_res_background_uploading\":false,\"pub_tts_override\":\"default\",\"disable_monthly_subscriptions\":false,\"skip_welcome_email\":false,\"chat_reader_thread_notification_default\":false,\"scheduled_pinned_posts\":false,\"disable_redirect_outbound_utm_params\":false,\"reader_gift_referrals_enabled\":true,\"dont_show_guest_byline\":false,\"like_comments_enabled\":true,\"enable_sponsorship_campaigns_advanced\":false,\"temporal_livestream_ended_draft\":true,\"enable_author_note_email_toggle\":false,\"meetings_embed_publication_name\":false,\"fallback_to_archive_search_on_section_pages\":false,\"livekit_track_egress_custom_base_url\":\"http://livekit-egress-custom-recorder-participant-test.s3-website-us-east-1.amazonaws.com\",\"welcome_screen_blurb_override\":\"\",\"notes_weight_low_impression_boost\":0.3,\"like_posts_enabled\":true,\"twitter_player_card_enabled\":true,\"feed_promoted_user\":false,\"show_note_stats_for_all_notes\":false,\"section_specific_csv_imports_enabled\":false,\"disable_podcast_feed_description_cta\":false,\"bypass_profile_substack_logo_detection\":false,\"use_preloaded_player_sources\":false,\"list_pruning_enabled\":false,\"facebook_connect\":false,\"opt_in_to_sections_during_subscribe\":false,\"dpn_weight_share\":2,\"underlined_colored_links\":false,\"enable_efficient_digest_embed\":false,\"extract_stripe_receipt_url\":false,\"enable_aligned_images\":false,\"max_image_upload_mb\":64,\"enable_drip_campaigns_custom\":false,\"threads_suggested_ios_version\":null,\"pledges_disabled\":false,\"threads_minimum_ios_version\":812,\"hide_podcast_email_setup_link\":false,\"subscribe_captcha_behavior\":\"default\",\"publication_ban_sample_rate\":0,\"enable_note_polls\":false,\"ios_enable_publication_activity_tab\":false,\"custom_themes_substack_subscribe_modal\":false,\"ios_post_share_assets_screenshot_trigger\":\"control\",\"opt_in_to_sections_during_subscribe_include_main_pub_newsletter\":false,\"continue_support_cta_in_newsletter_emails\":false,\"bloomberg_syndication_enabled\":false,\"lists_enabled\":false,\"adhoc_email_batch_delay_ms\":0,\"generated_database_maintenance_mode\":false,\"allow_document_freeze\":false,\"test_age_gate_user\":false,\"podcast_main_feed_is_firehose\":false,\"pub_app_incentive_gift\":\"\",\"no_embed_redirect\":false,\"customized_email_from_name_for_new_follow_emails\":\"treatment\",\"spotify_open_access_sandbox_mode\":false,\"disable_custom_nav_menu\":false,\"enable_livestream_name_cards\":false,\"fullstory_enabled\":false,\"chat_reply_poll_interval\":3,\"dpn_weight_follow_or_subscribe\":3,\"thefp_enable_email_upsell_banner\":false,\"force_pub_links_to_use_subdomain\":false,\"always_show_cookie_banner\":false,\"hide_media_download_option\":false,\"hide_post_restacks\":false,\"feed_item_source_debug_mode\":false,\"enable_comment_saves\":false,\"universal_post_translator\":\"control\",\"publication_homepage_title_display_override\":\"\",\"live_stream_founding_audience_enabled\":true,\"post_preview_highlight_byline\":false,\"4k_video\":false,\"enable_islands_section_intent_screen\":false,\"post_metering_enabled\":false,\"notifications_disabled\":\"\",\"cross_post_notification_threshold\":1000,\"facebook_connect_prod_app\":true,\"force_into_pymk_ranking\":false,\"minimum_android_version\":756,\"enable_transcription_translations\":false,\"use_og_image_as_twitter_image_for_post_previews\":false,\"always_use_podcast_channel_art_as_episode_art_in_rss\":false,\"seo_tier_override\":\"NONE\",\"editor_role_enabled\":false,\"no_follow_links\":false,\"publisher_api_enabled\":false,\"zendesk_support_priority\":\"default\",\"enable_post_clips_stats\":false,\"enable_subscriber_referrals_awards\":true,\"ios_profile_themes_feed_permalink_enabled\":false,\"use_publication_language_for_transcription\":false,\"show_substack_funded_gifts_tooltip\":true,\"disable_ai_transcription\":false,\"thread_permalink_preview_min_ios_version\":4192,\"android_toggle_on_website_enabled\":false,\"internal_android_enable_post_editor\":false,\"enable_reply_to_email_override\":false,\"automod_v0_viewer_side_enabled\":false,\"live_stream_creation_enabled\":true,\"disable_card_element_in_europe\":false,\"web_growth_item_promotion_threshold\":0,\"bundle_subscribe_enabled\":false,\"enable_web_typing_indicators\":false,\"web_vitals_sample_rate\":0,\"allow_live_stream_auto_takedown\":\"true\",\"mobile_publication_attachments_enabled\":false,\"enable_posts_to_segments\":false,\"ai_image_generation_enabled\":true,\"disable_personal_substack_initialization\":false,\"section_specific_welcome_pages\":false,\"local_payment_methods\":\"control\",\"publisher_api_cancel_comp\":false,\"posts_in_rss_feed\":20,\"publisher_dashboard_section_selector\":false,\"reader_surveys_platform_question_order\":\"36,1,4,2,3,5,6,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35\",\"developer_api_enabled\":false,\"login_guard_app_link_in_email\":true,\"community_moderators_enabled\":false,\"enable_custom_theme\":false,\"enable_self_serve_podcast_sync\":false,\"monthly_sub_is_one_off\":false,\"unread_notes_activity_digest\":\"control\",\"display_cookie_settings\":false,\"welcome_page_query_params\":false,\"enable_free_podcast_urls\":false,\"comp_expiry_emails_disabled\":false,\"enable_description_on_polls\":false,\"use_microlink_for_instagram_embeds\":false,\"free_signup_confirmation_behavior\":\"with_email_validation\",\"email_post_stats_v2\":true,\"ios_post_stats_for_admins\":false,\"enable_design_templates\":false,\"use_livestream_post_media_composition\":true,\"section_specific_preambles\":false,\"pub_export_temp_disable\":false,\"show_menu_on_posts\":false,\"ios_post_subscribe_web_routing\":true,\"ios_writer_stats_public_launch_v2\":false,\"include_thumbnail_book_cover_layouts\":false,\"enable_android_post_stats\":false,\"app_onboarding_survey_email\":false,\"republishing_enabled\":false,\"app_mode\":false,\"show_phone_banner\":false,\"live_stream_video_enhancer\":\"internal\",\"minimum_ios_version\":2200,\"enable_author_pages\":false,\"enable_decagon_chat\":true,\"first_month_upsell\":\"control\",\"enable_subscriber_tags\":false,\"new_user_checklist_enabled\":\"use_follower_count\",\"latex_upgraded_inline\":false,\"rss_verification_code\":\"\",\"notification_post_emails\":\"experiment\",\"notes_weight_follow\":3.8,\"chat_suppress_contributor_push_option_enabled\":false,\"caption_presets_enabled\":false,\"media_feed_app_prepend_inbox_limit\":0,\"export_hooks_enabled\":false,\"audio_encoding_bitrate\":null,\"bestseller_pub_override\":false,\"extra_seats_coupon_type\":false,\"post_subdomain_universal_links\":false,\"post_import_max_file_size\":26214400,\"feed_promoted_video_publication\":true,\"livekit_reconnect_slate_url\":\"https://mux-livestream-assets.s3.us-east-1.amazonaws.com/custom-disconnect-slate-tall.png\",\"exclude_from_pymk_suggestions\":false,\"publication_ranking_variant\":\"experiment\",\"disable_annual_subscriptions\":false,\"hack_jane_manchun_wong\":true,\"android_enable_auto_gain_control\":true,\"enable_android_dms\":false,\"allow_coupons_on_upgrade\":false,\"test_au_age_gate_user\":false,\"pub_auto_moderation_enabled\":false,\"disable_live_stream_ai_trimming_by_default\":false,\"disable_deletion\":false,\"ios_default_coupon_enabled\":false,\"notes_weight_read_post\":5,\"notes_weight_reply\":3,\"livekit_egress_custom_base_url\":\"http://livekit-egress-custom-recorder.s3-website-us-east-1.amazonaws.com\",\"clip_focused_video_upload_flow\":false,\"live_stream_max_guest_users\":2,\"android_upgrade_alert_dialog_reincarnated\":true,\"enable_video_seo_data\":false,\"can_reimport_unsubscribed_users_with_2x_optin\":false,\"feed_posts_weight_subscribed\":0,\"founding_upgrade_during_gift_disabled\":false,\"review_incoming_email\":\"default\",\"enable_founding_gifts\":false,\"enable_creator_agency_pages\":false,\"enable_sponsorship_campaigns\":false,\"thread_permalink_preview_min_android_version\":2037,\"show_open_post_as_pdf_button\":true,\"thefp_enable_embed_media_links\":false,\"sort_modal_search_results\":false,\"default_thumbnail_time\":10,\"pub_ranking_weight_retained_engagement\":1,\"load_test_unichat\":false,\"notes_read_post_baseline\":0,\"live_stream_head_alignment_guide\":false,\"free_press_combo_subscribe_flow_enabled\":false,\"thefp_forum_beta\":false,\"enable_publication_tax_settings\":false,\"pub_ranking_weight_immediate_engagement\":0.5,\"use_advanced_fonts\":true,\"gifts_from_substack_feature_available\":true,\"disable_ai_clips\":false,\"enable_elevenlabs_voiceovers\":false,\"post_viewer_pledge_cta\":\"experiment\",\"thefp_enable_transcripts\":false,\"show_simple_post_editor\":false,\"instacart_integration_enabled\":false,\"enable_publication_podcasts_page\":false,\"ios_note_composer_settings_enabled\":false,\"android_v2_post_video_player_enabled\":false,\"enable_direct_message_request_bypass\":false,\"enable_apple_news_sync\":false,\"live_stream_in_trending_topic_overrides\":\"\",\"free_press_newsletter_promo_enabled\":false,\"disable_live_stream_reactions\":false,\"feed_posts_weight_negative\":2.5,\"instacart_partner_id\":\"\",\"clip_generation_3rd_party_vendor\":\"internal\",\"media_feed_prepend_inbox_limit\":35,\"welcome_page_no_opt_out\":false,\"notes_weight_negative\":1,\"notes_weight_click_see_more\":2,\"post_end_pledge_cta\":\"experiment\",\"edit_profile_theme_colors\":false,\"notes_weight_like\":2.4,\"disable_clipping_for_readers\":false,\"feed_posts_weight_share\":6,\"feed_posts_weight_reply\":3,\"feed_posts_weight_like\":1.5,\"feed_posts_weight_save\":3,\"enable_press_kit_preview_modal\":false,\"dpn_weight_tap_clickbait_penalty\":0.5,\"feed_posts_weight_sign_up\":4,\"live_stream_video_degradation_preference\":\"maintainFramerate\",\"enable_high_follower_dm\":true,\"pause_app_badges\":false,\"android_enable_publication_activity_tab\":false,\"profile_feed_expanded_inventory\":false,\"phone_verification_fallback_to_twilio\":false,\"livekit_mux_latency_mode\":\"low\",\"feed_juiced_user\":0,\"notes_click_see_more_baseline\":0.35,\"enable_polymarket_expandable_embeds\":true,\"ios_offline_mode_enabled\":true,\"android_enable_user_status_ui\":false,\"use_advanced_commerce_api_for_iap\":false,\"skip_free_preview_language_in_podcast_notes\":false,\"larger_wordmark_on_publication_homepage\":false,\"video_editor_full_screen\":false,\"enable_mobile_stats_for_admins\":false,\"ios_profile_themes_note_composer_enabled\":false,\"enable_persona_sandbox_environment\":false,\"notes_weight_click_item\":3,\"polymarket_minimum_confidence_for_trending_topics\":60,\"notes_weight_long_visit\":1,\"create_nav_item_from_tag\":false,\"bypass_single_unlock_token_limit\":false,\"notes_watch_video_baseline\":0.08,\"add_section_and_tag_metadata\":false,\"daily_promoted_notes_enabled\":true,\"enable_islands_cms\":false,\"enable_livestream_combined_stats\":false,\"chartbeat_video_enabled\":false,\"enable_drip_campaigns\":false,\"adhoc_email_batch_size\":5000,\"post_management_search_engine\":\"elasticsearch\",\"new_bestseller_leaderboard_feed_item_enabled\":false,\"feed_main_disabled\":false,\"enable_account_settings_revamp\":false,\"allowed_email_domains\":\"one\",\"thefp_enable_fp_recirc_block\":false,\"top_search_variant\":\"control\",\"enable_debug_logs_ios\":false,\"show_pub_content_on_profile_for_pub_id\":0,\"show_pub_content_on_profile\":false,\"livekit_track_egress\":true,\"onboarding_suggestions_search\":\"experiment\",\"feed_tuner_enabled\":false,\"livekit_mux_latency_mode_rtmp\":\"low\",\"live_stream_replay\":true,\"livekit_high_quality_egress\":false,\"dpn_weight_tap_bonus_subscribed\":0,\"iap_announcement_blog_url\":\"\",\"ios_livestream_feedback\":false,\"founding_plan_upgrade_warning\":false,\"dpn_weight_like\":3,\"dpn_weight_short_session\":1,\"ios_mediaplayer_reply_bar_v2\":false,\"enable_notification_email_batching\":true,\"notes_weight_follow_boost\":10,\"ios_hide_portal_tab_bar\":false,\"follow_upsell_rollout_percentage\":30,\"enable_web_pogs\":false,\"live_stream_invite_ttl_seconds\":900000,\"include_founding_plans_coupon_option\":false,\"thefp_enable_cancellation_discount_offer\":false,\"dpn_weight_reply\":2,\"android_enable_edit_profile_theme\":false,\"dpn_weight_follow\":3,\"enable_adhoc_email_batching\":0,\"notes_weight_author_low_impression_boost\":0.2,\"disable_audio_enhancement\":false,\"pub_search_variant\":\"control\",\"ignore_video_in_notes_length_limit\":false,\"notes_weight_click_share\":3,\"allow_long_videos\":true,\"feed_posts_weight_long_click\":15,\"dpn_score_threshold\":0,\"dpn_weight_follow_bonus\":0.5,\"enable_fullscreen_post_live_end_screen\":false,\"use_enhanced_video_embed_player\":true,\"thefp_forum_enabled\":false,\"enable_viewing_all_livestream_viewers\":false,\"send_subscription_canceled_email\":false,\"enable_clip_prompt_variant_filtering\":true,\"chartbeat_enabled\":false,\"dpn_weight_disable\":10,\"dpn_ranking_enabled\":true,\"enable_custom_email_css\":false,\"dpn_model_variant\":\"experiment\",\"enable_apple_podcast_auto_publish\":false,\"linkedin_profile_search_enabled\":false,\"publication_has_own_app\":false,\"suggested_minimum_ios_version\":0,\"dpn_weight_open\":2.5,\"enable_notes_admins\":false,\"trending_topics_module_long_term_experiment\":\"control\",\"ios_listen_tab_v3\":\"control\",\"enable_suggested_searches\":true,\"enable_subscription_notification_email_batching\":true,\"a24_redemption_link\":\"\",\"dpn_weight_tap\":2.5,\"ios_live_stream_auto_gain_enabled\":true,\"dpn_weight_restack\":2,\"dpn_weight_negative\":40,\"enable_publication_tts_player\":false,\"thefp_show_pub_app_callout_on_post\":false,\"galleried_feed_attachments\":true,\"search_retrieval_variant\":\"experiment\",\"session_version_invalidation_enabled\":true,\"forced_featured_topic_id\":\"\",\"ios_audio_captions_disabled\":false,\"web_chat_user_search\":true,\"related_posts_enabled\":false,\"ios_live_stream_pip_dismiss_v4\":\"control\",\"thefp_forum_custom_slug\":null,\"reply_rate_limit_max_distinct_users_daily\":110,\"galleried_feed_attachments_in_composer\":false,\"publisher_banner\":\"\",\"mobile_user_attachments_enabled\":false,\"ios_founding_upgrade_button_in_portals_v2\":\"control\",\"feed_weight_language_mismatch_penalty\":0.6,\"enable_high_res_recording_workflow\":false,\"people_you_may_know_algorithm\":\"experiment\",\"enable_sponsorship_profile\":false,\"ios_founding_upgrade_button_in_portals\":\"control\",\"reply_rate_limit_max_distinct_users_monthly\":600,\"enable_subscriber_perks\":false,\"desktop_live_stream_screen_share_audio_enabled\":false,\"enable_high_res_background_uploading_session_recovery\":false,\"search_ranker_variant\":\"control\",\"dpn_weight_long_session\":2,\"portal_ranking_variant\":\"experiment\",\"activity_item_ranking_variant\":\"experiment\",\"android_polymarket_embed_search\":false,\"ios_onboarding_new_user_survey\":\"control\",\"android_enable_draft_notes\":true,\"permalink_reply_ranking_variant\":\"experiment\",\"allow_feed_category_filtering\":false,\"private_live_streaming_enabled\":true,\"desktop_live_stream_safe_framing\":0.8},\"publicationSettings\":{\"block_ai_crawlers\":false,\"credit_token_enabled\":true,\"custom_tos_and_privacy\":false,\"did_identity\":null,\"disable_optimistic_bank_payments\":false,\"display_welcome_page_details\":true,\"enable_meetings\":false,\"payment_pledges_enabled\":true,\"enable_drop_caps\":false,\"enable_post_page_conversion\":true,\"enable_prev_next_nav\":true,\"enable_restacking\":true,\"gifts_from_substack_disabled\":false,\"group_sections_and_podcasts_in_menu_enabled\":false,\"live_stream_homepage_visibility\":\"contributorsAndAdmins\",\"live_stream_homepage_style\":\"autoPlay\",\"live_stream_replay_enabled\":true,\"medium_length_description\":\"\",\"notes_feed_enabled\":true,\"paywall_unlock_tokens\":true,\"post_preview_crop_gravity\":\"auto\",\"post_preview_radius\":\"xs\",\"reader_referrals_enabled\":true,\"reader_referrals_leaderboard_enabled\":true,\"seen_coming_soon_explainer\":false,\"seen_google_analytics_migration_modal\":false,\"local_currency_modal_seen\":true,\"local_payment_methods_modal_seen\":true,\"use_local_currency\":true,\"welcome_page_opt_out_text\":\"No thanks\",\"cookie_settings\":\"\",\"show_restacks_below_posts\":true,\"holiday_gifting_post_header\":true,\"homepage_message_text\":\"\",\"homepage_message_link\":\"\",\"about_us_author_ids\":\"\",\"archived_section_ids\":\"\",\"column_section_ids\":\"\",\"fp_primary_column_section_ids\":\"\",\"event_section_ids\":\"\",\"podcasts_metadata\":\"\",\"video_section_ids\":\"\",\"post_metering_enabled\":false,\"use_custom_theme\":false,\"reply_rules\":null,\"automatic_moderation_enabled\":true,\"auto_translate_enabled\":true,\"high_res_recording_beta\":false},\"publicationUserSettings\":null,\"userSettings\":{\"user_id\":null,\"activity_likes_enabled\":true,\"dashboard_nav_refresh_enabled\":false,\"is_guest_post_enabled\":true,\"invite_friends_nux_dismissed_at\":null,\"suggestions_feed_item_last_shown_at\":null,\"last_notification_alert_shown_at\":null,\"disable_reply_hiding\":false,\"newest_seen_chat_item_published_at\":null,\"explicitContentEnabled\":false,\"contactMatchingEnabled\":false,\"messageRequestLevel\":\"everyone\",\"liveStreamAcceptableInviteLevel\":\"everyone\",\"liveStreamAcceptableChatLevel\":\"everyone\",\"creditTokensTreatmentExposed\":false,\"appBadgeIncludesChat\":false,\"autoPlayVideo\":true,\"smart_delivery_enabled\":false,\"chatbotTermsLastAcceptedAt\":null,\"has_seen_notes_post_app_upsell\":false,\"first_note_id\":null,\"show_concurrent_live_stream_viewers\":false,\"edit_profile_feed_item_dismissed_at\":null,\"mobile_permalink_app_upsell_seen_at\":null,\"new_user_checklist_enabled\":false,\"has_seen_youtube_shorts_auto_publish_announcement\":false,\"has_seen_publish_youtube_connect_upsell\":false,\"notificationQualityFilterEnabled\":true,\"hasSeenOnboardingNewslettersScreen\":false,\"bestsellerBadgeEnabled\":true,\"hasSelfIdentifiedAsCreator\":false,\"autoTranslateEnabled\":true,\"autoTranslateBlocklist\":[]},\"subscriberCountDetails\":\"hundreds of thousands of subscribers\",\"persona_environment_id\":\"env_o1Lbk4JhpY4PmvNkwaBdYwe5Fzkt\",\"sentry_environment\":\"production\",\"launchWelcomePage\":false,\"pendingInviteForActiveLiveStream\":null,\"isEligibleForLiveStreamCreation\":true,\"webviewPlatform\":null,\"noIndex\":false,\"post\":{\"audience\":\"founding\",\"audience_before_archived\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated\",\"default_comment_sort\":null,\"editor_v2\":false,\"exempt_from_archive_paywall\":false,\"free_unlock_required\":false,\"id\":184090607,\"podcast_art_url\":null,\"podcast_duration\":51.252247,\"podcast_preview_upload_id\":\"9571b87e-f34b-4f78-84a4-ecb5bda97bcc\",\"podcast_upload_id\":\"9571b87e-f34b-4f78-84a4-ecb5bda97bcc\",\"podcast_url\":\"https://api.substack.com/api/v1/audio/upload/9571b87e-f34b-4f78-84a4-ecb5bda97bcc/src\",\"post_date\":\"2026-01-11T16:01:11.749Z\",\"updated_at\":\"2026-01-11T17:01:12.636Z\",\"publication_id\":1373231,\"search_engine_description\":null,\"search_engine_title\":null,\"section_id\":null,\"should_send_free_preview\":true,\"show_guest_bios\":true,\"slug\":\"executive-briefing-the-bifurcated\",\"social_title\":\"Executive Briefing: Distribution Ate Capability \u2014 What the Cognition\u2013Infosys Deal Reveals\",\"subtitle\":\"The conventional narrative about AI and business competition is shaping billions in investment decisions right now\u2014and it\u2019s wrong in ways that will destroy companies.\",\"teaser_post_eligible\":true,\"title\":\"Executive Briefing: Distribution Ate Capability \u2014 What the Cognition\u2013Infosys Deal Reveals\",\"type\":\"podcast\",\"video_upload_id\":\"b8101976-6182-41ea-8787-c5d48480eeb2\",\"write_comment_permissions\":\"only_paid\",\"meter_type\":\"none\",\"live_stream_id\":null,\"is_published\":true,\"restacks\":1,\"reactions\":{\"\u2764\":28},\"top_exclusions\":[],\"pins\":[],\"section_pins\":[],\"has_shareable_clips\":true,\"previous_post_slug\":\"ai-news-that-matters-for-builders\",\"next_post_slug\":\"two-ai-strategies-are-competing-for\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!mxV9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F040114a1-00d1-4d56-92a5-e4a84864e1b1_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"videoUpload\":{\"id\":\"b8101976-6182-41ea-8787-c5d48480eeb2\",\"name\":\"riverside_1.11_- ss video_nate_jones's studio.mp4\",\"created_at\":\"2026-01-10T02:47:40.835Z\",\"uploaded_at\":\"2026-01-10T02:50:23.935Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":184090607,\"user_id\":119476445,\"duration\":1377.9166,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":559276794,\"is_mux\":true,\"mux_asset_id\":\"016hFtx01w5020000I02ddJjnlmOefWowzCMzAiUe5CYYD5FM\",\"mux_playback_id\":\"A4NhRSvVZB5jqLoikxbUU9BrvicSIrlTK48wGw501djY\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":184090607,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcastUpload\":{\"id\":\"9571b87e-f34b-4f78-84a4-ecb5bda97bcc\",\"name\":\"riverside_1.11_- ss audio_nate_jones's studio.wav\",\"created_at\":\"2026-01-10T02:51:03.093Z\",\"uploaded_at\":\"2026-01-10T02:51:05.598Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":184090607,\"user_id\":119476445,\"duration\":51.252247,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":615385,\"is_mux\":false,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"is_free_preview\":true,\"full_podcast_info\":{\"media_upload_id\":\"d15b9b8e-5d32-40eb-ab98-723bece61874\",\"thumbnail_id\":1,\"duration\":1377.8286}},\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | The conventional narrative about AI and business competition is shaping billions in investment decisions right now\u2014and it\u2019s wrong in ways that will destroy companies.\",\"body_html\":\" The story shaping billions in AI investment decisions goes like this: startups disrupt slow incumbents, giants transform or die, fastest adopters win. It feels urgent and actionable. It\u2019s misleading about where the real danger lies. +In enterprise IT services, the strategy logic seemed straightforward: Cognition\u2019s AI coding agent Devin goes direct to enterprises, disintermediates Infosys and the traditional services layer, captures the margin. +But Cognition didn\u2019t go hunting for enterprise clients. They partnered with Infosys, who will deploy Devin across their engineering organization and global client base. The AI startup is selling +to +the incumbent, not competing +with +them. +That pattern\u2014AI capability flowing toward distribution rather than displacing it\u2014is showing up across professional services. You\u2019ll see versions of it in legal, consulting, and enterprise software in the analysis below. The startups have the technology; the incumbents have procurement relationships, liability wrappers, and decades of embedded trust. So they trade. +The framework in this briefing explains why, and maps where competition actually intensifies versus where it doesn\u2019t. +This briefing covers: +The distribution trap. +Why \u201CAI-native startups disrupt slow incumbents\u201D gets the competitive dynamics backwards\u2014and what determines whether capability or distribution wins in a given market. +The Jevons-Baumol frame. +Why AI makes some work abundant while making other work more expensive and scarce\u2014applied as a practical map of which business models survive. +The three-layer analysis. +How to categorize work into tokenizable cognition, accountability, and embodied execution\u2014and why this determines whether AI is your threat or your opportunity. +The contestability split. +AI kills long tails in markets where output becomes substitutable; it strengthens fragmentation where locality and relationships dominate. +Investment implications by position. +Different strategic plays for giants, mid-tier firms, startups, and local service providers\u2014including the one move that looks like prudence but is actually the death trap. +What to expect in 2026. +Specific, falsifiable predictions so you can check this framework against reality in twelve months. +Executive Circle members enjoy all these Sunday briefings! Curious? You can easily +change your plan here +\",\"truncated_body_text\":\"The story shaping billions in AI investment decisions goes like this: startups disrupt slow incumbents, giants transform or die, fastest adopters win. It feels urgent and actionable. It\u2019s misleading about where the real danger lies.\",\"wordcount\":6440,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false},{\"id\":\"e32d109a-b451-41d7-aae9-3dbd19a0a04b\",\"publication_id\":1373231,\"name\":\"future of work\",\"slug\":\"future-of-work\",\"hidden\":false}],\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":184090607,\"starts_at\":\"2026-01-11T16:01:12.073Z\",\"ended_at\":\"2026-01-11T17:01:12.309Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-01-10T15:18:15.799Z\",\"updated_at\":\"2026-01-11T17:01:35.428Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[99,180,211],\"population\":116},\"DarkVibrant\":{\"rgb\":[58,43,102],\"population\":396},\"LightVibrant\":{\"rgb\":[212,176,157],\"population\":39},\"Muted\":{\"rgb\":[105,84,160],\"population\":476},\"DarkMuted\":{\"rgb\":[92,46,48],\"population\":20},\"LightMuted\":{\"rgb\":[161,174,198],\"population\":86}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":28,\"comment_count\":4,\"child_comment_count\":4,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},\"comments\":null,\"canonicalUrl\":\"https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated\",\"inlineComments\":true,\"readerIsSearchCrawler\":false,\"ogUrl\":\"https://natesnewsletter.substack.com/p/executive-briefing-the-bifurcated\",\"bannedFromNotes\":false,\"themeVariables\":{\"color_theme_bg_pop\":\"#04d4f4\",\"background_pop\":\"#04d4f4\",\"color_theme_bg_web\":\"#0f172b\",\"cover_bg_color\":\"#0f172b\",\"cover_bg_color_secondary\":\"#1d2538\",\"background_pop_darken\":\"#04bedb\",\"print_on_pop\":\"#ffffff\",\"color_theme_bg_pop_darken\":\"#04bedb\",\"color_theme_print_on_pop\":\"#ffffff\",\"color_theme_bg_pop_20\":\"rgba(4, 212, 244, 0.2)\",\"color_theme_bg_pop_30\":\"rgba(4, 212, 244, 0.3)\",\"print_pop\":\"#04d4f4\",\"color_theme_accent\":\"#04d4f4\",\"cover_print_primary\":\"#ffffff\",\"cover_print_secondary\":\"#d9d9d9\",\"cover_print_tertiary\":\"#d9d9d9\",\"cover_border_color\":\"#ffffff\",\"home_hero\":\"newspaper\",\"home_posts\":\"list\",\"web_bg_color\":\"#0f172b\",\"background_contrast_1\":\"#1d2538\",\"background_contrast_2\":\"#2f3648\",\"background_contrast_3\":\"#535867\",\"background_contrast_4\":\"#757a85\",\"background_contrast_5\":\"#b3b6bc\",\"color_theme_bg_contrast_1\":\"#1d2538\",\"color_theme_bg_contrast_2\":\"#2f3648\",\"color_theme_bg_contrast_3\":\"#535867\",\"color_theme_bg_contrast_4\":\"#757a85\",\"color_theme_bg_contrast_5\":\"#b3b6bc\",\"color_theme_bg_elevated\":\"#1d2538\",\"color_theme_bg_elevated_secondary\":\"#2f3648\",\"color_theme_bg_elevated_tertiary\":\"#535867\",\"color_theme_detail\":\"#272e40\",\"background_contrast_pop\":\"rgba(4, 212, 244, 0.4)\",\"color_theme_bg_contrast_pop\":\"rgba(4, 212, 244, 0.4)\",\"theme_bg_is_dark\":\"1\",\"print_on_web_bg_color\":\"hsl(222.85714285714283, 12.068965517241242%, 91.13725490196079%)\",\"print_secondary_on_web_bg_color\":\"#9fa2aa\",\"background_pop_rgb\":\"4, 212, 244\",\"color_theme_bg_pop_rgb\":\"4, 212, 244\",\"color_theme_accent_rgb\":\"4, 212, 244\"},\"recentEpisodes\":[{\"id\":197357502,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Executive Briefing: Stop asking if AI can do this. Start asking what shape the work is.\",\"social_title\":\"Executive Briefing: Stop asking if AI can do this. Start asking what shape the work is.\",\"search_engine_title\":\"Executive Briefing: AI Build Buy Hire Wait Decision Matrix for Teams\",\"search_engine_description\":\"A six-dimension framework routes AI investments to five options: build, buy, hire, automate, or wait. Score your workflows and stop misallocating budget.\",\"type\":\"podcast\",\"slug\":\"build-buy-hire-wait-ai-matrix\",\"post_date\":\"2026-05-17T15:02:06.004Z\",\"audience\":\"founding\",\"podcast_duration\":1665.698,\"video_upload_id\":\"b2aff598-4282-4f31-be1c-367cb1357532\",\"podcast_upload_id\":null,\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/build-buy-hire-wait-ai-matrix\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":27},\"restacks\":0,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"A six-dimension framework for routing AI investment by the shape of the work \u2014 before the budget closes.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!xQuX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ba3d118-fa6a-4f02-800c-7e535d181ee8_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":null,\"videoUpload\":{\"id\":\"b2aff598-4282-4f31-be1c-367cb1357532\",\"name\":\"030_build_buy_hire_composite_SS.mp4\",\"created_at\":\"2026-05-16T22:12:25.628Z\",\"uploaded_at\":\"2026-05-16T22:18:33.734Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197357502,\"user_id\":446273803,\"duration\":1665.7084,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1389566077,\"is_mux\":true,\"mux_asset_id\":\"n6A500nFHiM00MwpjMXh8AJpF4wZeC3BisFFKrgAACk9c\",\"mux_playback_id\":\"2XKDJ00tqNf1vopGc7yRLE500Ifx1W6eut8r3KS6O88WE\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197357502,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":null,\"podcastUpload\":{\"id\":\"45f799f2-a339-423f-9ef5-8fba5302fe04\",\"name\":null,\"created_at\":\"2026-05-16T22:18:33.751Z\",\"uploaded_at\":\"2026-05-16T22:18:33.734Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197357502,\"user_id\":446273803,\"duration\":1665.698,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":26651732,\"is_mux\":null,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":\"b2aff598-4282-4f31-be1c-367cb1357532\",\"live_stream_id\":null,\"transcription\":{\"media_upload_id\":\"45f799f2-a339-423f-9ef5-8fba5302fe04\",\"created_at\":\"2026-05-16T22:19:05.449Z\",\"requested_by\":446273803,\"status\":\"transcribed\",\"modal_call_id\":\"fc-01KRSDYA3AR68J0ETZE0D13NDY\",\"approved_at\":\"2026-05-16T22:20:33.097Z\",\"transcript_url\":\"s3://substack-video/video_upload/post/197357502/45f799f2-a339-423f-9ef5-8fba5302fe04/1778969949/transcription.json\",\"attention_vocab\":null,\"speaker_map\":null,\"captions_map\":{\"en\":{\"url\":\"s3://substack-video/video_upload/post/197357502/45f799f2-a339-423f-9ef5-8fba5302fe04/1778969949/en.vtt\",\"language\":\"en\",\"original\":true}},\"cdn_url\":\"https://substackcdn.com/video_upload/post/197357502/45f799f2-a339-423f-9ef5-8fba5302fe04/1778969949/transcription.json?Expires=1779657251&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=lVXXd~w9tTzl8pz2l89M5MAsRDg2otMV7qNNCcsWmsZn5c3C~dZzoaO5nXfNoCiWsqEKDBnYU9Xke-UOlboDIgmd5~bJVzkInba84h~9ES5BSo58lh-ohlzhGenVpQaIj9TTG~YAobnIHdHLIe4laUw9KMv6EIjjEhr2ZEn5MsDHe75RbhpUTDqZQjpalgYIXB4vRB-wxhykEwBYrvHIuIgRExoMoSCVJNqff~HAwiD1j0lQ5lAqOj8H5v4II4-PRSVNOeD-kHR2NKJoUZHL717KR~jRy1hrjy41ZRReWYHJYZqfixEZtn2ApvS1kAxiOkNzCk36~IDN5Fk9JFn1EQ__\",\"cdn_unaligned_url\":\"https://substackcdn.com/video_upload/post/197357502/45f799f2-a339-423f-9ef5-8fba5302fe04/1778969949/unaligned_transcription.json?Expires=1779657251&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=V8XIWI0VbwcJoHy6A3COUM9V~dDlPECc~rMyTbjXJ-ABuV-1P6THNzmypU51jBReUgxSd~sXJ9aPzmKGV-1d~95DTinDWXC70KuWtNOBlMlji92KDixQBpCLj7UZpF5Bbi2CQCPR1MBIyx-Vi0hXiXYo611XSo9VMsFybbvYZ7f8dpqZHgH4nlg0nkhXjD0MpzzY2xZ3qura8fjGjB8MLfNrChR51Oy7Q1~Txn18li1kGj-pux8B2z32wny-pQzuRxaZgqqC5UHD0FN9PLUOk6zIRwmW-QOCyr-WGHqA5bwd5KDApuuhXhUxTHln0ir~n4lxgVZ~W5bZ3gvxc6I03Q__\",\"signed_captions\":[{\"language\":\"en\",\"url\":\"https://substackcdn.com/video_upload/post/197357502/45f799f2-a339-423f-9ef5-8fba5302fe04/1778969949/en.vtt?Expires=1779657251&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=M4Ub4ozt8LyxCGfu-z6L6zuM-4IHGr40jAWz-oqkd9mSOtu6nOQNNUZmPYEqbZGOh7OjVem-94CtD-mTLjCReGao5DrSePiGWnbL98uSObu9~DHw0iKKOfRNf9wNJ8wQ0xmmpjHGAPqcpk7pqoVPq37-1G2kdihkIns188o5Hjuyj3BSuzznPqblm9NGduc8IFqa2vGBFPQ1UMO5Tr4ogmSpSYyVitXTFw4sP2Uf6vrmvBIga7Lny1-NwpxsXIiuMeL~4FpIejPO7egaB2ng6Jr33SC1k6ZVRnJ~EljlJru24zRkfO~gpYnJMFXM-IAV~Su8xM6S2sqWtLWzKauMWg__\",\"original\":true}]}},\"podcastPreviewUpload\":null,\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | Every serious AI conversation eventually turns into the same practical question.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"Every serious AI conversation eventually turns into the same practical question. Should we hire someone for this? Should we automate it? Should we buy a tool? Should we build the workflow ourselves? Or should we wait because the models are changing so fast that anything we build today may be obsolete in six months?\",\"wordcount\":4426,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false}],\"teaser_post_eligible\":true,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197357502,\"starts_at\":\"2026-05-17T15:02:06.251Z\",\"ended_at\":\"2026-05-17T16:02:06.386Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-16T23:05:33.557Z\",\"updated_at\":\"2026-05-17T16:05:39.206Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[165,95,79],\"population\":29},\"DarkVibrant\":{\"rgb\":[122,65,50],\"population\":279},\"LightVibrant\":{\"rgb\":[220,168,146],\"population\":247},\"Muted\":{\"rgb\":[163,111,88],\"population\":382},\"DarkMuted\":{\"rgb\":[80,43,38],\"population\":152},\"LightMuted\":{\"rgb\":[209,163,148],\"population\":123}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":27,\"comment_count\":0,\"child_comment_count\":0,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197903178,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Exclusive: a conversation with Tibo from Codex on what your company has to become when the model can actually do the work\",\"social_title\":\"Exclusive: a conversation with Tibo from Codex on what your company has to become when the model can actually do the work\",\"search_engine_title\":\"Exclusive Interview: Tibo on Codex and the Five Leadership Chairs \",\"search_engine_description\":\"An exclusive Substack interview with Tibo, head of Codex at OpenAI, on what changes when the model can do the work and where human judgment has to move.\",\"type\":\"podcast\",\"slug\":\"codex-five-leadership-chairs-tibo-interview\",\"post_date\":\"2026-05-16T14:03:10.331Z\",\"audience\":\"only_paid\",\"podcast_duration\":2331.2195,\"video_upload_id\":\"d4c90de4-bddf-4c5d-9dc3-325cd389b4de\",\"podcast_upload_id\":null,\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/codex-five-leadership-chairs-tibo-interview\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":81},\"restacks\":0,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!6t_T!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2b9d57a2-dc48-4532-90e0-385284a0b901_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":null,\"videoUpload\":{\"id\":\"d4c90de4-bddf-4c5d-9dc3-325cd389b4de\",\"name\":\"2026.05.16-OpenAI_Codex_Interview-Full_Length-Substack_Only.mp4\",\"created_at\":\"2026-05-15T19:05:06.984Z\",\"uploaded_at\":\"2026-05-15T19:25:37.778Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197903178,\"user_id\":119476445,\"duration\":2331.25,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":4343761797,\"is_mux\":true,\"mux_asset_id\":\"B7P1jWah9E01oqmfv31IGH3N21ciTdy37Ep6T01gDtyA00\",\"mux_playback_id\":\"02rGsUL9hkxLvkN5plV4cxrEWRyN601zi7efP8c01HSAzI\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197903178,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":null,\"podcastUpload\":{\"id\":\"4eb3e23c-24bd-45d7-a418-8ad153c7b5ec\",\"name\":null,\"created_at\":\"2026-05-15T19:25:37.794Z\",\"uploaded_at\":\"2026-05-15T19:25:37.778Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197903178,\"user_id\":119476445,\"duration\":2331.2195,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":37300068,\"is_mux\":null,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":\"d4c90de4-bddf-4c5d-9dc3-325cd389b4de\",\"live_stream_id\":null,\"transcription\":{\"media_upload_id\":\"4eb3e23c-24bd-45d7-a418-8ad153c7b5ec\",\"created_at\":\"2026-05-15T19:26:38.554Z\",\"requested_by\":119476445,\"status\":\"transcribed\",\"modal_call_id\":\"fc-01KRPHNT8S5AQXWVG2M3VT54CQ\",\"approved_at\":\"2026-05-15T19:28:40.857Z\",\"transcript_url\":\"s3://substack-video/video_upload/post/197903178/4eb3e23c-24bd-45d7-a418-8ad153c7b5ec/1778873206/transcription.json\",\"attention_vocab\":null,\"speaker_map\":null,\"captions_map\":{\"en\":{\"url\":\"s3://substack-video/video_upload/post/197903178/4eb3e23c-24bd-45d7-a418-8ad153c7b5ec/1778873206/en.vtt\",\"language\":\"en\",\"original\":true}},\"cdn_url\":\"https://substackcdn.com/video_upload/post/197903178/4eb3e23c-24bd-45d7-a418-8ad153c7b5ec/1778873206/transcription.json?Expires=1779657917&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=jSzbywU~Jpgp3SGxAtF~DxIZHLFsQIzsFEWXxLWWG7A4lgiOP-eotZ1QAPaxrSmditUqSBi0FHP2b33j-hb1kUiu9ljMLYneW5g7Hbf0FjPiHZlSpXbLg2iGN9pAkziBwB1aFENaysh60aT2x-tFj2DpAK-OPcar3Ne8JZFcggaPsGx26PYdsGksjBPN3xacLNW7Iv0rRUzj1JO4VR1cz1ZOhIBpvAAayrWlWY2SBGE0cDT1T17MNlvrMgMHb8IQ59cm2o1bQoRTUyirL2GCSBOWNM1kFSjEgHjoWYb~GpdKhMTJb3xNY4bd7CCIgxdabnAkkq~DTjeKeNW9E3f-wg__\",\"cdn_unaligned_url\":\"https://substackcdn.com/video_upload/post/197903178/4eb3e23c-24bd-45d7-a418-8ad153c7b5ec/1778873206/unaligned_transcription.json?Expires=1779657917&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=OeUgO-mVF3jokTdJBYkFt-JYmHKR9-r~zPb9k3Jt3RgQNBSPrag5GRtLOhig1KZBN1WYdJ7lEAwj0oXb5chNX2Tgc4VaKj3hOCISNjNf-AyRT7kaLt5RWKuboVuvoJ2fAluhsPMlfRf0WO-xB3147mZW980LbZU5JdL3sWdOkT4x90aqKOukvmKn92gRpaneYyF4pY3~yd74bSbZZhkQDXPYRexizWOAWirUevyLHJFD183nLom3qh7CA7sFx7SGjEQbDra9l70kpmOWY8dMq4iQ09G9PuiBeMHFc-k705kOjir7K2BndOhHa5tlWXhzOdnrsmBqEm59jMIMrSX86w__\",\"signed_captions\":[{\"language\":\"en\",\"url\":\"https://substackcdn.com/video_upload/post/197903178/4eb3e23c-24bd-45d7-a418-8ad153c7b5ec/1778873206/en.vtt?Expires=1779657917&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=joCCH8xSUgV2-Mwg9heREfqM-9~myAFXDlhO5CtCJ4LxvgOpKRbILTSdio5oydI8CdzwPbaOH~gyxWU5z30wg8El3V1H3307BYsC3eW09ywOjrgDmj9Xm~3hBXg02StOFbQY2KTckby2Q3lnlsuuxaN0gytwfye7Un2iBOSdXlau6WIvJFZ1HQwU6lSPjpv1Vd5Ia0UrEIExJysJjZ4F07RMuE38beF0Yz-rcdiwm0FyRd-Jj1cMUj7zofLv5GUZ4oK6c~NVFBZR~MW-ShGzCe41FHv0-Tcx-Dfyz1im4oUXB0I6OdNEMN7wyYOaeLwRudg368suMZzVACLEkrNoSQ__\",\"original\":true}]}},\"podcastPreviewUpload\":null,\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | Between the launch of the new Codex and GPT-5.5 and now, something happened in my own house that has stayed with me more than any benchmark.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"Between the launch of the new Codex and GPT-5.5 and now, something happened in my own house that has stayed with me more than any benchmark. My wife, who is not an engineer, built and shipped a working full-stack app. She is using GitHub for the first time. That is one anecdote, not a trend, and I am wary of overreading it. But it is the cleanest signal I have for what the April release actually did. The model can now carry the work, and the surface area of who can ship working software has widened far enough that the question of where human judgment lives inside a company stops being a developer question and starts being a leadership one.\",\"wordcount\":5259,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false},{\"id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"publication_id\":1373231,\"name\":\"building with ai\",\"slug\":\"building-with-ai\",\"hidden\":false}],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197903178,\"starts_at\":\"2026-05-16T14:03:10.576Z\",\"ended_at\":\"2026-05-16T15:03:10.714Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-15T19:34:26.750Z\",\"updated_at\":\"2026-05-16T15:05:32.196Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[175,119,70],\"population\":779},\"DarkVibrant\":{\"rgb\":[137,96,59],\"population\":226},\"LightVibrant\":{\"rgb\":[236,175,138],\"population\":253},\"Muted\":{\"rgb\":[156,128,105],\"population\":97},\"DarkMuted\":{\"rgb\":[75,89,56],\"population\":300},\"LightMuted\":{\"rgb\":[189,182,172],\"population\":18}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":81,\"comment_count\":3,\"child_comment_count\":2,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197774453,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"The 2 prompts I'd run before any 2026 SaaS renewal (especially if you're deploying agents)\",\"social_title\":\"The 2 prompts I'd run before any 2026 SaaS renewal (especially if you're deploying agents)\",\"search_engine_title\":\"SaaS Agent Licensing: What Your 2026 Renewal Will Look Like\",\"search_engine_description\":\"SaaS vendors are adding agent licenses alongside seat pricing. Here's how Salesforce, Microsoft, SAP, and others meter AI agent work and what buyers should negotiate.\",\"type\":\"podcast\",\"slug\":\"saas-agent-license-renewal\",\"post_date\":\"2026-05-15T13:02:32.783Z\",\"audience\":\"only_paid\",\"podcast_duration\":982.59595,\"video_upload_id\":\"dc19277a-e3f3-4e05-b52a-c87f18861dff\",\"podcast_upload_id\":null,\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/saas-agent-license-renewal\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":55},\"restacks\":3,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"The seat is not dead. It is being wrapped in a meter for delegated work.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!Wycm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff495bcae-894d-4d1c-a65d-70166b77333e_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":null,\"videoUpload\":{\"id\":\"dc19277a-e3f3-4e05-b52a-c87f18861dff\",\"name\":\"028_your_next_saas_composite_SS.mp4\",\"created_at\":\"2026-05-14T23:30:15.546Z\",\"uploaded_at\":\"2026-05-14T23:35:17.829Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197774453,\"user_id\":446273803,\"duration\":982.625,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":939037623,\"is_mux\":true,\"mux_asset_id\":\"mtDjxkU31D2LoL001XcYI8018PCILpkCPqOluelwJvsas\",\"mux_playback_id\":\"MBNvUKq01SLqvVTD02xqWkDj1EF00wREBycxYvCE1oFpIg\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197774453,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":null,\"podcastUpload\":{\"id\":\"2c93509d-e745-4a53-bb1b-ea830f260557\",\"name\":null,\"created_at\":\"2026-05-14T23:35:17.850Z\",\"uploaded_at\":\"2026-05-14T23:35:17.829Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197774453,\"user_id\":446273803,\"duration\":982.59595,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":15722099,\"is_mux\":null,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":\"dc19277a-e3f3-4e05-b52a-c87f18861dff\",\"live_stream_id\":null,\"transcription\":null},\"podcastPreviewUpload\":null,\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | The seat is not dead. It is being wrapped in a meter for delegated work.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"For two decades, SaaS pricing pulled off a beautiful trick: it turned work into seats. Ten reps in the CRM meant ten seats. Fifty reps in the help desk meant fifty seats. The model was legible because the human was the unit of software value. A person logged in, clicked, updated records, sent messages, and the vendor charged for that person.\",\"wordcount\":4456,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197774453,\"starts_at\":\"2026-05-15T13:02:32.996Z\",\"ended_at\":\"2026-05-15T14:02:33.154Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-15T01:43:14.057Z\",\"updated_at\":\"2026-05-15T14:07:26.684Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[246,188,60],\"population\":12},\"DarkVibrant\":{\"rgb\":[156,92,44],\"population\":45},\"LightVibrant\":{\"rgb\":[244,180,60],\"population\":119},\"Muted\":{\"rgb\":[152,119,89],\"population\":84},\"DarkMuted\":{\"rgb\":[87,69,53],\"population\":33},\"LightMuted\":{\"rgb\":[172,180,190],\"population\":6}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":55,\"comment_count\":4,\"child_comment_count\":4,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197618334,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Six things have to be true before AI changes a workflow. Most companies have built two.\",\"social_title\":\"Six things have to be true before AI changes a workflow. Most companies have built two.\",\"search_engine_title\":\"The Enterprise AI Deployment Layer: Why Model Access Isn't Enough\",\"search_engine_description\":\"Companies bought AI access but skipped the deployment layer around the model. What that layer actually is, why Anthropic raised $1.5B to build it, and how to audit yours.\",\"type\":\"podcast\",\"slug\":\"enterprise-ai-deployment-layer\",\"post_date\":\"2026-05-14T13:02:41.075Z\",\"audience\":\"only_paid\",\"podcast_duration\":1552.3265,\"video_upload_id\":\"e2a6ee06-8d62-4812-8d3e-9f39284b69d1\",\"podcast_upload_id\":null,\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/enterprise-ai-deployment-layer\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":110},\"restacks\":2,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!nj_1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0fc92b99-fbfe-47cd-8bf6-243a8fdd8794_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":null,\"videoUpload\":{\"id\":\"e2a6ee06-8d62-4812-8d3e-9f39284b69d1\",\"name\":\"2026-05-14_Implenmentation_Problems-youtube_edit-02_composite_SS.mp4\",\"created_at\":\"2026-05-14T02:08:07.091Z\",\"uploaded_at\":\"2026-05-14T02:24:02.531Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197618334,\"user_id\":446273803,\"duration\":1552.375,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1268455320,\"is_mux\":true,\"mux_asset_id\":\"ufWGi5M9BXac02zS3bp02V01aQOPYbCk5W1G801UMRdbMyY\",\"mux_playback_id\":\"DgDAFBO82o9B9axW8MVrddvPVDf5UrPy4TzfDI024tso\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197618334,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":null,\"podcastUpload\":{\"id\":\"64b335a8-8cb9-488c-b9a5-3c94aedd9970\",\"name\":null,\"created_at\":\"2026-05-14T02:24:02.551Z\",\"uploaded_at\":\"2026-05-14T02:24:02.531Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197618334,\"user_id\":446273803,\"duration\":1552.3265,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":24837789,\"is_mux\":null,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":\"e2a6ee06-8d62-4812-8d3e-9f39284b69d1\",\"live_stream_id\":null,\"transcription\":{\"media_upload_id\":\"64b335a8-8cb9-488c-b9a5-3c94aedd9970\",\"created_at\":\"2026-05-14T02:24:33.286Z\",\"requested_by\":446273803,\"status\":\"transcribed\",\"modal_call_id\":\"fc-01KRJ4SKRMMB0ZDRNTFKK6P6CS\",\"approved_at\":\"2026-05-14T02:25:53.784Z\",\"transcript_url\":\"s3://substack-video/video_upload/post/197618334/64b335a8-8cb9-488c-b9a5-3c94aedd9970/1778725476/transcription.json\",\"attention_vocab\":null,\"speaker_map\":null,\"captions_map\":{\"en\":{\"url\":\"s3://substack-video/video_upload/post/197618334/64b335a8-8cb9-488c-b9a5-3c94aedd9970/1778725476/en.vtt\",\"language\":\"en\",\"original\":true}},\"cdn_url\":\"https://substackcdn.com/video_upload/post/197618334/64b335a8-8cb9-488c-b9a5-3c94aedd9970/1778725476/transcription.json?Expires=1779704748&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=Gc69rvy-885tkY4kgc76Y0lTzxQ-VkVQMoXHiZpXiotp0mmlWL49G15cX-5tfc4xusCjy5Lrz-TQILKij2yDfgXOZg7zO1ViRwrG~5fJ9N~tkchYUvp~99IPqWxAgDNtMfj6YUMUyNloqwJiVNao9bl0bLM2XcpYxGiXIGebGdvPG3u2L5e4HbwudRRMPn2W3dX0DP4TF4EsHkusSejKVnhUu~QdHyaNy2h82A9Yvz9qEo0BPWeQ-S9WnofOdWMZLsD3lJWgwtOdvIH4uKu1NYA8rygWvTQi5RKQFdbVqo5bIqeGFN~vgWnyrt2pXZEw0TvjEqowhOy8d8Cdj3ir-w__\",\"cdn_unaligned_url\":\"https://substackcdn.com/video_upload/post/197618334/64b335a8-8cb9-488c-b9a5-3c94aedd9970/1778725476/unaligned_transcription.json?Expires=1779704748&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=lpZYqd0tm39leGjEBtfcqC5Pfja-Qf~86kWd5izqu5FUcRcSwLpidGkR8i2jJkx22lXbN5HM64Cpj-MgFiuLrDzdeo7h8uqx0smVFtlp7g5zWAfeMjON~L1HlR4MOKZ7fDptvtGIB64R5bwPPGrgLejsNYbPz0wevxCgnxN6swBdz088E2mPmUciBhS8-yMZCXVJhOAEDd4bWc5apslBSPoNthSxLqHfyEPbxKeZzKqDknRkI9ROZLaBC3gxk8bqv1oDj94uLHWyUHZis7gUXEhTVFW~7GEdHwXY0BKXzv3zroqUH6sJcg9M35ot2kLAdW1PnVT6PsvKOyD4v4jxCw__\",\"signed_captions\":[{\"language\":\"en\",\"url\":\"https://substackcdn.com/video_upload/post/197618334/64b335a8-8cb9-488c-b9a5-3c94aedd9970/1778725476/en.vtt?Expires=1779704748&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=cj6YEQPOcmnhsfX~Fky98kEc0Ggf1Z1OpOTcOH8-6x9lqWRgS8s6SMB2sp4VpltA12yi5ibK3WOCrb2Nvg1oQ9O2t0C6T9ZpM9U0cBtzn2IQwAaRiO74Ri1pznGjyg0y-M18Kw2~DgMCziRmdzF-kcfY4uK~UCO5Obb34VT0774GUS6LA~uMgutTiPEdisNBd3VcbxbO-20B4b7cy3B2whccylJCiWCSgA87lDJAJ--Yvr-GyUwmbzyP58C1Ib3EJ7isgwrM9If9l3JqsGs1cQv9~6LA8lHHkYy0HhmfosKFe32GGXZZL2AYmfj6G4ko~6HAkDt~4dkkzJVQHPHTfA__\",\"original\":true}]}},\"podcastPreviewUpload\":null,\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | The interesting thing about Anthropic\u2019s new enterprise AI services company isn\u2019t the services part.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"The interesting thing about Anthropic\u2019s new enterprise AI services company isn\u2019t the services part. Enterprise software has always needed implementation help: cloud migrations, ERP projects, Salesforce rollouts, the forward-deployed engineering Palantir made famous. What\u2019s new is the target. Anthropic is aiming this venture at mid-sized businesses: the segment with enough operating complexity to benefit from frontier AI, but rarely with enough internal engineering to turn it into working systems.\",\"wordcount\":4171,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false}],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197618334,\"starts_at\":\"2026-05-14T13:02:41.311Z\",\"ended_at\":\"2026-05-14T14:02:41.455Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-14T02:27:40.826Z\",\"updated_at\":\"2026-05-14T14:05:25.877Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[178,72,64],\"population\":4},\"DarkVibrant\":{\"rgb\":[148,70,65],\"population\":3},\"LightVibrant\":{\"rgb\":[236,225,160],\"population\":30},\"Muted\":{\"rgb\":[158,150,121],\"population\":19},\"DarkMuted\":{\"rgb\":[84,76,72],\"population\":2},\"LightMuted\":{\"rgb\":[202,193,154],\"population\":105}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":110,\"comment_count\":5,\"child_comment_count\":5,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197424499,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Your AI agent is rediscovering 85% of its context every run. Here's the architecture fix (+ Contract Spec, Failure Triage, and Stack ADR)\",\"social_title\":\"Your AI agent is rediscovering 85% of its context every run. Here's the architecture fix (+ Contract Spec, Failure Triage, and Stack ADR)\",\"search_engine_title\":\"RAG for AI Agents: Knowledge Layer Architecture Guide\",\"search_engine_description\":\"Production AI agents need more than vector search. Learn the 7-question retrieval contract that turns chunks into task-shaped context for reliable agent work. \",\"type\":\"podcast\",\"slug\":\"rag-agents-knowledge-layer-architecture\",\"post_date\":\"2026-05-13T13:03:32.382Z\",\"audience\":\"only_paid\",\"podcast_duration\":52.03592,\"video_upload_id\":\"8fc44dfc-c488-4cdb-a518-5b522aaaf1df\",\"podcast_upload_id\":\"586f19ef-9c9b-49f5-b2fa-f5082574d35b\",\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/rag-agents-knowledge-layer-architecture\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":123},\"restacks\":6,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"Why production agents need more than a vector database.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!ha-w!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F222fe587-cc73-46c0-a86c-2ee94bd7f9e2_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":\"https://api.substack.com/api/v1/audio/upload/586f19ef-9c9b-49f5-b2fa-f5082574d35b/src\",\"videoUpload\":{\"id\":\"8fc44dfc-c488-4cdb-a518-5b522aaaf1df\",\"name\":\"028_rag_vector_redo_composite_SS.mp4\",\"created_at\":\"2026-05-13T02:23:49.219Z\",\"uploaded_at\":\"2026-05-13T02:30:06.989Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197424499,\"user_id\":119476445,\"duration\":1208.5,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1050467437,\"is_mux\":true,\"mux_asset_id\":\"QjbhFFinYdte302pzXNrHU5LKDgrPGioHZQEd3vmkd34\",\"mux_playback_id\":\"8AH6HxjOmvMhqKRPEOUvBpjRDtwomFTfkWaWKp01nXmI\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197424499,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":\"586f19ef-9c9b-49f5-b2fa-f5082574d35b\",\"podcastUpload\":{\"id\":\"586f19ef-9c9b-49f5-b2fa-f5082574d35b\",\"name\":\"028_rag_vector_redo_teaser.mp3\",\"created_at\":\"2026-05-13T02:23:54.605Z\",\"uploaded_at\":\"2026-05-13T02:23:56.609Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197424499,\"user_id\":119476445,\"duration\":52.03592,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":624880,\"is_mux\":false,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"is_free_preview\":true,\"full_podcast_info\":{\"media_upload_id\":\"a21f704d-3a41-4c38-b454-1dd6551630ae\",\"thumbnail_id\":1,\"duration\":1208.4767}},\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | There\u2019s a debate going on right now about whether vector search is obsolete.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"There\u2019s a debate going on right now about whether vector search is obsolete. That\u2019s the wrong layer to be arguing about. The agents I\u2019m watching fail in production aren\u2019t failing because the retrieval method is wrong \u2014 they\u2019re failing because the retrieval system can\u2019t assemble what the agent actually needs before it starts acting.\",\"wordcount\":4445,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"publication_id\":1373231,\"name\":\"building with ai\",\"slug\":\"building-with-ai\",\"hidden\":false}],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197424499,\"starts_at\":\"2026-05-13T13:03:32.714Z\",\"ended_at\":\"2026-05-13T14:03:32.855Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-13T02:34:05.248Z\",\"updated_at\":\"2026-05-13T14:07:17.399Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[208,124,88],\"population\":2},\"DarkVibrant\":{\"rgb\":[103.47757009345796,51.428971962616814,29.122429906542052],\"population\":0},\"LightVibrant\":{\"rgb\":[236,180,204],\"population\":1},\"Muted\":{\"rgb\":[111,123,134],\"population\":115},\"DarkMuted\":{\"rgb\":[83,73,65],\"population\":174},\"LightMuted\":{\"rgb\":[207,198,179],\"population\":172}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":123,\"comment_count\":5,\"child_comment_count\":4,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197284394,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Six layers your agent has to handle. Most products have only thought about two. + a responsibility-layer audit.\",\"social_title\":\"Six layers your agent has to handle. Most products have only thought about two. + a responsibility-layer audit.\",\"search_engine_title\":\"Agentic Commerce Is A Protocol War. Here's Who's Fighting.\",\"search_engine_description\":\"OpenAI walked back ChatGPT shopping. The protocol war underneath didn't. A map of the 6 layers Stripe, Shopify, Google, and AWS are fighting over.\",\"type\":\"podcast\",\"slug\":\"agentic-commerce-protocol-war\",\"post_date\":\"2026-05-12T13:03:57.413Z\",\"audience\":\"only_paid\",\"podcast_duration\":1121.2017,\"video_upload_id\":\"d48ceaab-ab0b-4166-8c71-e0c9f0d76d5f\",\"podcast_upload_id\":null,\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/agentic-commerce-protocol-war\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":70},\"restacks\":4,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"The old checkout button hid six commercial responsibilities behind one human click. Software just stopped clicking, and every hidden responsibility has to be named.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!HTab!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8be3b75d-6a62-4aa6-9358-df28cc3660af_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":null,\"videoUpload\":{\"id\":\"d48ceaab-ab0b-4166-8c71-e0c9f0d76d5f\",\"name\":\"025_agent_protocol_war_composite_SS.mp4\",\"created_at\":\"2026-05-11T23:36:01.937Z\",\"uploaded_at\":\"2026-05-11T23:39:37.961Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197284394,\"user_id\":446273803,\"duration\":1121.2084,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1090332207,\"is_mux\":true,\"mux_asset_id\":\"39AS9LF4gR2PltbnkmXQff57odS003dzG00LHoNuxlb6k\",\"mux_playback_id\":\"5O01qqvBljjEL2H7L8IAfAj7TkF2ryRF8Kf01PewL1T4c\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197284394,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":null,\"podcastUpload\":{\"id\":\"6fcd1959-ebd5-406a-9a12-c393846f4765\",\"name\":null,\"created_at\":\"2026-05-11T23:39:37.984Z\",\"uploaded_at\":\"2026-05-11T23:39:37.961Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197284394,\"user_id\":446273803,\"duration\":1121.2017,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":17939791,\"is_mux\":null,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":\"d48ceaab-ab0b-4166-8c71-e0c9f0d76d5f\",\"live_stream_id\":null,\"transcription\":{\"media_upload_id\":\"6fcd1959-ebd5-406a-9a12-c393846f4765\",\"created_at\":\"2026-05-11T23:39:59.655Z\",\"requested_by\":446273803,\"status\":\"transcribed\",\"modal_call_id\":\"fc-01KRCPJV62EMTHFVFCKYC3GG9W\",\"approved_at\":\"2026-05-11T23:41:13.670Z\",\"transcript_url\":\"s3://substack-video/video_upload/post/197284394/6fcd1959-ebd5-406a-9a12-c393846f4765/1778542814/transcription.json\",\"attention_vocab\":null,\"speaker_map\":null,\"captions_map\":{\"en\":{\"url\":\"s3://substack-video/video_upload/post/197284394/6fcd1959-ebd5-406a-9a12-c393846f4765/1778542814/en.vtt\",\"language\":\"en\",\"original\":true}},\"cdn_url\":\"https://substackcdn.com/video_upload/post/197284394/6fcd1959-ebd5-406a-9a12-c393846f4765/1778542814/transcription.json?Expires=1779572768&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=aw4NnewVt2j~xeZbe1nVc8sD7PuvU1Te6W2s9Ykk1OnU7PPiLVzBEVLVHttNN5GrkarlsuMh3sq-hSnsAGwIhaRrIXCJcKXuPh2VMQb4gRLI1yPKWTqaY6KSttafO57F4cYGC1K-NS3JIxAXGtv7AkwuKOFlGGRuDrHQIJ1I4g-JVQnWASHry8LNoZpXXdV0tQBOGP4PSTnSf~Otf5t-VjIPKSJfnj4sMSEgqDjTqAwIROUGkjAbUu~Lsv1TezElZ2Tu7UNtlVJQgBaGEcsECG594gb~nJmBXQBVmQ5F1qEfo8QGqyRFvrvTWdsNIjnAOGeW-OoXxfzvZ~nwTue71Q__\",\"cdn_unaligned_url\":\"https://substackcdn.com/video_upload/post/197284394/6fcd1959-ebd5-406a-9a12-c393846f4765/1778542814/unaligned_transcription.json?Expires=1779572768&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=OkkNpfrgSLK-I4X8sNyFELgidll3DvvtQizxTlrmCXCMUlBfP5hy4z0Pew3y5RQY7Y~NECWJCMWgTCjPfzR29fT4LOAfiBjFDwF2qCxGYnRBvoGbne17E5Jgsgc-HReQdmXFoa1JNVEYhgh8I4uE33FDSyYEVqAxUchMzJSIfp4tn4do9oIXlMICNMRBmPgETGR6YDD1nfGELv9GkDNEhz-Z9j9UFjChDBFFeY46uGtskcU9n2v7gMkhewtuAnitT2YWAXFG8o4ObBlUO3LrF6Ga5QGPN1mHEeMzsN7Ynb6Oww2NYGQytzGMdjH9jqNCXVr7S39MhofQdEaWCjTjrA__\",\"signed_captions\":[{\"language\":\"en\",\"url\":\"https://substackcdn.com/video_upload/post/197284394/6fcd1959-ebd5-406a-9a12-c393846f4765/1778542814/en.vtt?Expires=1779572768&Key-Pair-Id=APKAIVDA3NPSMPSPESQQ&Signature=QCNHlto8S56N-XzRgS7aphe9v7-CSlUcPGbJpCcS9fQj2bYcsFfBWMpG~vFJRGj9GFA43EuYBP4RR3tKQMZbfogQ13yDbu0dPCK82aGRt3u1IXW7yt8XxKjoox9dk1ZGJoVo7YpThlE1frtBEhFfXnzWsN8cdo1AaqZBxwIRXf6YJ1b4Ynehc0JJRFaBI-5qJr-rGwaLONw94T8DGLwHigwu122PXBuT-osjZZgvliZXYC4AUzuYDIjtl8fkyU3qS4XOxqXeNvLAOPjnW9jPZPh56RsYNhjMXMQ9DamsLxLEEGvgY5D-1-ICxwsGpOm8yyR0rktE9d5l-h3iKEg6pg__\",\"original\":true}]}},\"podcastPreviewUpload\":null,\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | For most of the internet\u2019s history, a purchase has been a human action that everyone in the chain could see.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"For most of the internet\u2019s history, a purchase has been a human action that everyone in the chain could see. A person clicked a button on a merchant\u2019s site. A payment credential moved through a processor. A network or wallet weighed the risk. The merchant took responsibility for the order. The records were imperfect, but everyone agreed on the shape of the evidence: a human was present, a page was shown, a credential was used, a final action was taken.\",\"wordcount\":4745,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"4d4726ab-b8fc-459c-95d3-a942a7d0da11\",\"publication_id\":1373231,\"name\":\"agentic commerce\",\"slug\":\"agentic-commerce\",\"hidden\":false},{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false},{\"id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"publication_id\":1373231,\"name\":\"building with ai\",\"slug\":\"building-with-ai\",\"hidden\":false}],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197284394,\"starts_at\":\"2026-05-12T13:03:57.679Z\",\"ended_at\":\"2026-05-12T14:03:57.835Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-12T00:10:15.142Z\",\"updated_at\":\"2026-05-12T14:10:27.043Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[62.7049180327869,179.75409836065572,192.2950819672131],\"population\":0},\"DarkVibrant\":{\"rgb\":[30,86,92],\"population\":58},\"LightVibrant\":{\"rgb\":[219,189,177],\"population\":25},\"Muted\":{\"rgb\":[157,115,100],\"population\":56},\"DarkMuted\":{\"rgb\":[52,76,84],\"population\":16},\"LightMuted\":{\"rgb\":[193,159,139],\"population\":63}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":70,\"comment_count\":2,\"child_comment_count\":2,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":197051038,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"You gave your AI agent real tools. Here's the 4-part control layer it's missing + the Judge Layer implementation guide\",\"social_title\":\"You gave your AI agent real tools. Here's the 4-part control layer it's missing + the Judge Layer implementation guide\",\"search_engine_title\":\"AI Agent Judge Layer: How to Control Agents in Production\",\"search_engine_description\":\"AI agents that take real actions need a judge layer between the actor and execution. Learn the architecture pattern from Lindy, JP Morgan, and OpenAI.\",\"type\":\"podcast\",\"slug\":\"agent-judge-layer-production-control\",\"post_date\":\"2026-05-11T13:03:34.130Z\",\"audience\":\"only_paid\",\"podcast_duration\":50.755917,\"video_upload_id\":\"ffae31ab-1749-4303-8cd7-cf73a3dd8d93\",\"podcast_upload_id\":\"486fcd46-e12e-42c7-b69b-0e4501b28b85\",\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/agent-judge-layer-production-control\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":123},\"restacks\":8,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"Your agent has opinions. The question is which ones get to leave the building.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!Dxc2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F95ff4114-970a-4da1-919d-deefb9bc0a07_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":\"https://api.substack.com/api/v1/audio/upload/486fcd46-e12e-42c7-b69b-0e4501b28b85/src\",\"videoUpload\":{\"id\":\"ffae31ab-1749-4303-8cd7-cf73a3dd8d93\",\"name\":\"024_the_judge_layer_is_the_product_composite_SS.mp4\",\"created_at\":\"2026-05-10T19:46:05.372Z\",\"uploaded_at\":\"2026-05-10T19:52:56.870Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197051038,\"user_id\":119476445,\"duration\":1156.4166,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1004255473,\"is_mux\":true,\"mux_asset_id\":\"vbVDisSzKtLw9mbymvyheT02egQX00DyL7RyXQWxK00Acs\",\"mux_playback_id\":\"K02StW5zIsb7qTaPmruAhPkiNmuCJprcRE4xmYN4byWo\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":197051038,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":\"486fcd46-e12e-42c7-b69b-0e4501b28b85\",\"podcastUpload\":{\"id\":\"486fcd46-e12e-42c7-b69b-0e4501b28b85\",\"name\":\"024_the_judge_layer_is_the_product_teaser.mp3\",\"created_at\":\"2026-05-10T19:47:14.425Z\",\"uploaded_at\":\"2026-05-10T19:47:16.117Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":197051038,\"user_id\":119476445,\"duration\":50.755917,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":609520,\"is_mux\":false,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"is_free_preview\":true,\"full_podcast_info\":{\"media_upload_id\":\"c942c1bd-b0df-4364-8fa3-d0d5a59ef6af\",\"thumbnail_id\":1,\"duration\":1156.4147}},\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | The next serious agent failure won\u2019t look like a jailbreak.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"The next serious agent failure won\u2019t look like a jailbreak. It\u2019ll look like an email sent because the thread seemed to imply approval, a customer record updated because the old value looked stale, a pull request opened because the tests passed and the change looked done. None of that requires the model to misbehave, which is what makes it hard. The risk starts where the product gets useful: when language turns into action.\",\"wordcount\":5602,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"e5b9834a-7325-4d4a-8e0c-21464df401ca\",\"publication_id\":1373231,\"name\":\"building with ai\",\"slug\":\"building-with-ai\",\"hidden\":false}],\"teaser_post_eligible\":false,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":197051038,\"starts_at\":\"2026-05-11T13:03:34.401Z\",\"ended_at\":\"2026-05-11T14:03:34.551Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-10T20:03:47.376Z\",\"updated_at\":\"2026-05-11T14:08:34.683Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[181,124,60],\"population\":177},\"DarkVibrant\":{\"rgb\":[112,63,22],\"population\":108},\"LightVibrant\":{\"rgb\":[236,209,177],\"population\":45},\"Muted\":{\"rgb\":[162,128,98],\"population\":89},\"DarkMuted\":{\"rgb\":[78,63,52],\"population\":438},\"LightMuted\":{\"rgb\":[211,191,173],\"population\":523}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":123,\"comment_count\":5,\"child_comment_count\":3,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false},{\"id\":196959127,\"editor_v2\":false,\"publication_id\":1373231,\"title\":\"Executive Briefing: Six announcements in 48 hours just changed how enterprise AI gets bought (+ 2 prompts for the new process)\",\"social_title\":\"Executive Briefing: Six announcements in 48 hours just changed how enterprise AI gets bought (+ 2 prompts for the new process)\",\"search_engine_title\":\"Enterprise AI Buying Process: Why Roadmaps Fail in the Build Room\",\"search_engine_description\":\"Six enterprise AI announcements in one week proved the model was never the hard part. Learn the buying sequence that survives the build room.\",\"type\":\"podcast\",\"slug\":\"enterprise-ai-buying-build-room\",\"post_date\":\"2026-05-10T15:01:17.813Z\",\"audience\":\"founding\",\"podcast_duration\":51.85306,\"video_upload_id\":\"da1239f8-6399-4cf8-8f8f-f177b3e9747d\",\"podcast_upload_id\":\"c8d16973-bf60-4ea3-aabb-9b04930b3e9e\",\"write_comment_permissions\":\"only_paid\",\"should_send_free_preview\":true,\"free_unlock_required\":false,\"default_comment_sort\":null,\"canonical_url\":\"https://natesnewsletter.substack.com/p/enterprise-ai-buying-build-room\",\"section_id\":null,\"top_exclusions\":[],\"pins\":[],\"is_section_pinned\":false,\"section_slug\":null,\"section_name\":null,\"reactions\":{\"\u2764\":55},\"restacks\":3,\"restacked_post_id\":null,\"restacked_post_slug\":null,\"restacked_pub_name\":null,\"restacked_pub_logo_url\":null,\"subtitle\":\"Capital just moved. The question is whether the platform you\u2019re buying can be built on.\",\"cover_image\":\"https://substackcdn.com/image/fetch/$s_!ZqA3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffb922b2e-7db7-4dde-a8d6-29b7f8efcf6f_1024x1024.png\",\"cover_image_is_square\":true,\"cover_image_is_explicit\":false,\"podcast_episode_image_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"podcast_episode_image_info\":{\"url\":\"https://substack-post-media.s3.amazonaws.com/public/images/ca8b4663-3eb8-42e2-a41a-1efd45e5ab98_1400x1400.png\",\"isDefaultArt\":false,\"isDefault\":false},\"podcast_url\":\"https://api.substack.com/api/v1/audio/upload/c8d16973-bf60-4ea3-aabb-9b04930b3e9e/src\",\"videoUpload\":{\"id\":\"da1239f8-6399-4cf8-8f8f-f177b3e9747d\",\"name\":\"023_the_ai_roadmap_composite_SS.mp4\",\"created_at\":\"2026-05-09T22:04:13.300Z\",\"uploaded_at\":\"2026-05-09T22:11:09.905Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":196959127,\"user_id\":119476445,\"duration\":1247.8334,\"height\":1080,\"width\":1920,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"video\",\"primary_file_size\":1302839946,\"is_mux\":true,\"mux_asset_id\":\"vngJbwdiYQIqmuPFBmscMvFkOwnC02gxfaGISBRVGFmE\",\"mux_playback_id\":\"hLPahZ01vw01LlfAUvwvfBJiLIwqzriq9iEGzlfN9KNls\",\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":\"high\",\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"transcription\":null},\"podcastFields\":{\"post_id\":196959127,\"podcast_episode_number\":null,\"podcast_season_number\":null,\"podcast_episode_type\":null,\"should_syndicate_to_other_feed\":null,\"syndicate_to_section_id\":null,\"hide_from_feed\":false,\"free_podcast_url\":null,\"free_podcast_duration\":null,\"preview_contains_ad\":false},\"podcast_preview_upload_id\":\"c8d16973-bf60-4ea3-aabb-9b04930b3e9e\",\"podcastUpload\":{\"id\":\"c8d16973-bf60-4ea3-aabb-9b04930b3e9e\",\"name\":\"023_the_ai_roadmap_teaser.mp3\",\"created_at\":\"2026-05-09T22:04:19.230Z\",\"uploaded_at\":\"2026-05-09T22:04:20.701Z\",\"publication_id\":1373231,\"state\":\"transcoded\",\"post_id\":196959127,\"user_id\":119476445,\"duration\":51.85306,\"height\":null,\"width\":null,\"thumbnail_id\":1,\"preview_start\":null,\"preview_duration\":null,\"media_type\":\"audio\",\"primary_file_size\":622686,\"is_mux\":false,\"mux_asset_id\":null,\"mux_playback_id\":null,\"mux_preview_asset_id\":null,\"mux_preview_playback_id\":null,\"mux_rendition_quality\":null,\"mux_preview_rendition_quality\":null,\"explicit\":false,\"copyright_infringement\":null,\"src_media_upload_id\":null,\"live_stream_id\":null,\"is_free_preview\":true,\"full_podcast_info\":{\"media_upload_id\":\"baaa8719-ad40-4966-b256-60e4a8399d88\",\"thumbnail_id\":1,\"duration\":1247.8171}},\"voiceover_upload_id\":null,\"voiceoverUpload\":null,\"has_voiceover\":false,\"description\":\"Watch now | Capital just moved. The question is whether the platform you\u2019re buying can be built on.\",\"body_json\":null,\"body_html\":null,\"truncated_body_text\":\"In 48 hours last week, six things happened in enterprise AI.\",\"wordcount\":4736,\"post_preview_limit\":null,\"language\":\"en\",\"postTags\":[{\"id\":\"d49b5c97-e1bf-4cba-b34c-0e931c114816\",\"publication_id\":1373231,\"name\":\"AI strategy\",\"slug\":\"ai-strategy\",\"hidden\":false}],\"teaser_post_eligible\":true,\"postCountryBlocks\":[],\"headlineTest\":{\"post_id\":196959127,\"starts_at\":\"2026-05-10T15:01:18.083Z\",\"ended_at\":\"2026-05-10T16:01:18.239Z\",\"planned_duration_ms\":3600000,\"test_cohort_percent\":5,\"test_cohort_emailed\":true,\"main_cohort_emailed\":true,\"created_at\":\"2026-05-09T22:33:13.912Z\",\"updated_at\":\"2026-05-10T16:02:37.785Z\",\"creator_id\":119476445,\"ended_early\":false,\"winner_overridden\":false},\"coverImagePalette\":{\"Vibrant\":{\"rgb\":[171.76165803108807,146.65803108808294,83.23834196891193],\"population\":0},\"DarkVibrant\":{\"rgb\":[89.3160621761658,76.26217616580313,43.2839378238342],\"population\":0},\"LightVibrant\":{\"rgb\":[211.71606217616582,198.66217616580312,165.68393782383419],\"population\":0},\"Muted\":{\"rgb\":[132,130,121],\"population\":424},\"DarkMuted\":{\"rgb\":[53,49,31],\"population\":357},\"LightMuted\":{\"rgb\":[192,173,125],\"population\":61}},\"publishedBylines\":[{\"id\":119476445,\"name\":\"Nate\",\"handle\":\"natesnewsletter\",\"previous_name\":null,\"photo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/a37385e3-0387-487a-9f2c-e13aa963da4c_1080x1080.png\",\"bio\":\"Dad, VP Product, suffering Seahawks fan. Roots in SE Asia. Writing with curiosity about product, tech, and life.\",\"profile_set_up_at\":\"2023-01-28T21:46:45.757Z\",\"reader_installed_at\":\"2023-02-11T17:07:20.099Z\",\"publicationUsers\":[{\"id\":1334512,\"user_id\":119476445,\"publication_id\":1373231,\"role\":\"admin\",\"public\":true,\"is_primary\":true,\"publication\":{\"id\":1373231,\"name\":\"Nate\u2019s Substack\",\"subdomain\":\"natesnewsletter\",\"custom_domain\":null,\"custom_domain_optional\":false,\"hero_text\":\"Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.\",\"logo_url\":\"https://substack-post-media.s3.amazonaws.com/public/images/b3b96b13-6f01-4e56-b410-18e03e7bc8af_500x500.png\",\"author_id\":119476445,\"primary_user_id\":119476445,\"theme_var_background_pop\":\"#45D800\",\"created_at\":\"2023-02-02T05:43:18.307Z\",\"email_from_name\":null,\"copyright\":\"Nate\",\"founding_plan_name\":\"AI Executive Circle\",\"community_enabled\":true,\"invite_only\":false,\"payments_state\":\"enabled\",\"language\":null,\"explicit\":false,\"homepage_type\":\"newspaper\",\"is_personal_mode\":false,\"logo_url_wide\":\"https://substack-post-media.s3.amazonaws.com/public/images/0b99d424-3fea-4fab-8f3d-2204a5ab1ad1_2934x567.png\"}}],\"twitter_screen_name\":\"natebjones\",\"is_guest\":false,\"bestseller_tier\":10000,\"status\":{\"bestsellerTier\":10000,\"subscriberTier\":1,\"leaderboard\":null,\"vip\":false,\"badge\":{\"type\":\"bestseller\",\"tier\":10000},\"paidPublicationIds\":[10845],\"subscriber\":null}}],\"reaction\":null,\"reaction_count\":55,\"comment_count\":4,\"child_comment_count\":3,\"is_geoblocked\":false,\"hidden\":true,\"hasCashtag\":false}],\"trackFrontendVisit\":true,\"activeLiveStream\":null,\"freeTrialCoupon\":{\"id\":\"cf6389d7\",\"trial_period_days\":7},\"defaultCoupon\":null,\"isChatActive\":true,\"publicationPageAlert\":null,\"features\":{},\"browser\":{},\"showCookieBanner\":true,\"disabledCookies\":[\"intro_popup_last_hidden_at\",\"muxData-substack\",\"like_upsell_last_shown_at\",\"chatbot_terms_last_accepted_at\",\"preferred_language\",\"visit_id\",\"ajs_anonymous_id\",\"ab_testing_id\",\"ab_experiment_sampled\",\"_ga_tracking-substack\",\"ad_quick_tracking_pixel-substack\",\"meta_tracking_pixel-substack\",\"_dd_s-substack\",\"fs_uid-substack\",\"__zlcmid-substack\",\"disable_html_pixels\",\"_ga_tracking-publisher\",\"_ga_tag_manager-publisher\",\"fb_pixel-publisher\",\"twitter_pixel-publisher\",\"parsely_pixel-publisher\"],\"dd_env\":\"prod\",\"dd_ti\":false}") +window._analyticsConfig = JSON.parse("{\"properties\":{\"subdomain\":\"natesnewsletter\",\"publication_id\":1373231,\"has_plans\":true,\"pub_community_enabled\":true,\"is_personal_publication\":false,\"is_subscribed\":false,\"is_free_subscribed\":false,\"is_author\":false,\"is_contributor\":false,\"is_admin\":false,\"is_founding\":false}}") +(function() { +var message = 'Your browser does not support modern JavaScript modules. Please upgrade your browser for the best experience.'; +var warningDiv = document.createElement('div'); +warningDiv.style.color = 'red'; +warningDiv.style.padding = '10px'; +warningDiv.style.margin = '10px 0'; +warningDiv.style.border = '1px solid red'; +warningDiv.style.backgroundColor = 'lightyellow'; +warningDiv.innerText = message; +document.body.prepend(warningDiv); +})(); +#nojs-banner { +position: fixed; +bottom: 0; +left: 0; +padding: 16px 16px 16px 32px; +width: 100%; +box-sizing: border-box; +background: red; +color: white; +font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; +font-size: 13px; +line-height: 13px; +} +#nojs-banner a { +color: inherit; +text-decoration: underline; +} +This site requires JavaScript to run correctly. Please +turn on JavaScript +or unblock scripts +(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9fda8d9219923a50',t:'MTc3OTEwNDA2OQ=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})(); \ No newline at end of file