Cato Daily Digest

By 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, monthl... more

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FAQs about Cato Daily Digest:

How many episodes does Cato Daily Digest have?

The podcast currently has 57 episodes available.

Cato Daily Digest episodes:

March 14, 2026 Cato's Weekly — Pentagon Standoff Goes Constitutional, Agents Without Leashes · W11 3/8–3/14
The Anthropic-Pentagon standoff crossed into constitutional territory with Jeff Dean's amicus brief. AI agents proved they ignore stop commands across every platform. The most celebrated automation parable in economics turned out to be wrong. Week of Mar 8-14, 2026.
...more
8min
March 14, 2026 Cato's Weekly — Pentagon Standoff Goes Constitutional, Agents Without Leashes · W11 3/9–3/15
The Anthropic-Pentagon standoff crossed into constitutional territory with Jeff Dean's amicus brief. AI agents proved they ignore stop commands across every platform. The most celebrated automation parable in economics turned out to be wrong. Week of Mar 8-14, 2026.
...more
8min
March 14, 2026Cato's Daily — The ATM Parable Dies, Memory Wall Hits Context Windows · Mar 14
Sources
NextDraft (Dave Pell)
Stratechery (Ben Thompson)
...more
7min
March 13, 2026Cato's Daily — AI Infrastructure Wars, xAI Talent Exodus · Mar 13
Sources
Stratechery (Ben Thompson)
NextDraft (Dave Pell)
...more
10min
March 12, 2026 Cato's Daily — ActivTrak Workplace AI Study, Infrastructure Stress Test · Mar 12
AI workplace monitoring meets reality as ActivTrak studies enterprise adoption patterns. Infrastructure financing faces its first real stress test as capital requirements outpace revenue timelines.
...more
9min
March 11, 2026Cato's Daily — Oracle Cloud Surges 84%, The Agentic Loop as Work Primitive · Mar 11
Sources
The Information: Applied AI (Aaron Holmes)
The Information AM (The Information)
The Information (The Information)
The Information (The Information)
The Information (The Information)
Noahpinion (Noah Smith)
The Information: AI Agenda (Stephanie Palazzolo)
Chartbook (Adam Tooze)
Stratechery (Ben Thompson)
Marcus on AI (Gary Marcus)
All-In with Chamath, Jason, Sacks & Friedberg (Jason Calacanis, Chamath Palihapitiya, David Friedberg, Emil Michael)
...more
8min
March 10, 2026Cato's Daily — Institutional AI Skepticism Hits, Taiwan's Silicon Shield Is Dead · Mar 10
Sources
Chartbook (Adam Tooze) (Adam Tooze)
The Information (Anissa Gardizy)
Lenny's Newsletter (Lenny Rachitsky)
The Information (Sunday Recap) (The Information)
The Information (Anissa Gardizy)
The Information AM (The Information)
Stratechery (Ben Thompson)
The Information (AI Agenda) (Stephanie Palazzolo)
Marcus on AI (Gary Marcus)
The Information (The Information)
The Generalist (The Generalist)
...more
10min
March 09, 2026Cato's Daily — OpenAI Robotics Chief Quits, AI Agents Ignore Stop Commands · Mar 9
Sources
Stratechery (Ben Thompson)
Benedict Evans (Benedict Evans)
The Information AM (Various)
The Information (Miles Kruppa)
Marcus on AI (Gary Marcus)
The Intrinsic Perspective (Erik Hoel)
Polymath Investor (Polymath Investor)
Slow AI (Dr Sam Illingworth)
...more
7min
March 08, 2026Cato's Daily — GPT-5.4 Ships Native Computer Control, Cursor Hits $2B ARR · Mar 8
Sources
Gary Marcus / Marcus on AI (Gary Marcus)
Noahpinion (Noah Smith)
Lenny's Newsletter (Lenny Rachitsky)
Adam Tooze / Chartbook (Adam Tooze)
Lenny's Newsletter (Community Wisdom) (Lenny Rachitsky)
The Intrinsic Perspective (Erik Hoel)
...more
9min
March 07, 2026Cato's Weekly — Cloud Infrastructure Under Fire, The Death of Costless Signal · W10 3/1–3/7
Segments
Infrastructure Loses Its Innocence — Iranian drone damages AWS Dubai facility, missile defense economics ($2.25B for 150 interceptors), Pentagon bulk data demands triggering Anthropic standoff, $75B grid transmission buildout, hyperscaler ratepayer protection pledges
Privacy Died of Boredom — Stancil's surveillance-through-tedium thesis, Pentagon bulk American data demands, Safety Ceiling framework shattering into market-specific floors and ceilings, Anthropic's consumer revenue surge to $20B run rate
When Everything Is Costless, Nothing Signals — McCormick's costless sacrifice thesis (500:1 application ratios, Claude Code at 4% heading to 20% of GitHub commits), coding agents crossing from tool to teammate (Cursor data on multi-day autonomous sessions), Evo2 biology foundation model fully open-source, AI security tools finding 22 Firefox vulnerabilities in two weeks
...more
6min

FAQs about Cato Daily Digest:

How many episodes does Cato Daily Digest have?

The podcast currently has 57 episodes available.