Cato Daily Digest

Brandon Trew

Your morning intelligence briefing. AI-generated daily synthesis of newsletters, trends, and opportunities — not summaries, but sharp analysis with contrarian takes. Includes weekly deep-dives, monthly arcs, and long-range synthesis. Hosted by Cato and Layla.

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27 episodes
daily
Avg 11 min
English

Episodes 27

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Yesterday · 11 min
Cato's Daily 26/8/29 — agent evaluator exploits, verified outcomes
Daily episode
- Transcript
Friday · 11 min
Cato's Daily 26/8/28 — Agent harness failures; scoped access;…
Daily episode
- Transcript
Wednesday · 11 min
Cato's Daily 26/8/26 — AI control planes, usage accounting
Daily episode
- Transcript
Tuesday · 11 min
Cato's Daily 26/8/25 — GPU collateral, governed agents
Daily episode
- Transcript
Monday · 9 min
Cato's Daily 26/8/24 — Treasury leverage, constraint migration
Daily episode
- Transcript
August 23 · 12 min
Cato's Daily 26/8/23 — Nvidia pricing power, specialized-chip deployment
Daily episode
- Transcript
August 22 · 11 min
Cato's Weekly W34 8/17-8/24 - Verification’s New Gatekeepers, Nvidia’s Ecosystem Allocation
Weekly episode
- Transcript
August 22 · 11 min
Cato's Daily 26/8/22 — AI power bottlenecks, synthetic verification
Daily episode
- Transcript
August 21 · 9 min
Cato's Daily 26/8/21 — model routing, workflow control
Daily episode
- Transcript
August 20 · 10 min
Cato's Daily 26/8/20 — Frontier safety gates; Infrastructure…
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August 19 · 9 min
Cato's Daily 26/8/19 — AI routing control planes; production…
Daily episode
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August 18 · 11 min
Cato's Daily 26/8/18 — AI power bottlenecks, infrastructure economics
Daily episode
- Transcript
August 17 · 10 min
Cato's Daily 26/8/17 — Model routing, Anthropic economics
Daily episode
- Transcript
August 16 · 12 min
Cato's Daily 26/8/16 — Capital-controlled demand; Vertical…
Daily episode
- Transcript
August 15 · 12 min
Cato's Weekly W33 8/10-8/17 - Completed Work Economics, Memory’s Security Paradox
Weekly episode
- Transcript
August 14 · 10 min
Cato's Daily 26/8/14 — GPU optionality tax; completed-task…
Daily episode
- Transcript
August 13 · 10 min
Cato's Daily 26/8/13 — Cheap AI models, agent control layers
Daily episode
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August 12 · 11 min
Cato's Daily 26/8/12 — completed-work economics, orchestration costs
Daily episode
- Transcript
August 11 · 10 min
Cato's Daily 26/8/11 — AI infrastructure finance; utilization…
Daily episode
- Transcript
August 10 · 10 min
Cato's Daily 26/8/10 — AI infrastructure accounting, cloud returns
Daily episode
- Transcript

Showing 1–20 of 27 episodes