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 07, 2026Cato's Daily — Claude Finds 22 Firefox Zero-Days, Pentagon Standoff Day 9 · Mar 7
Sources
Don't Worry About the Vase (Zvi Mowshowitz)
AINews / swyx (swyx)
The Ruffian (Ian Leslie)
NextDraft (Dave Pell)
Benn Stancil (Benn Stancil)
Not Boring (Packy McCormick)
The Medium Newsletter (Carly Rose Gillis)
Sean Bonner Blog (Sean Bonner)
OpenAI (OpenAI)
...more
7min
March 07, 2026Cato's Weekly — Cloud Infrastructure Under Fire, The Death of Costless Signal
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
March 06, 2026Cato's Daily — Broadcom's Custom Silicon Surge, Oracle's AI Payroll Swap · Mar 6
Sources
The Information AM (The Information)
The Information (Cory Weinberg)
Chartbook Top Links (Adam Tooze)
Marcus on AI (Gary Marcus)
The Information (Amy Dockser Marcus)
Adam Tooze Chartbook (Adam Tooze)
The Information (Valida Pau, Stephanie Palazzolo, Anissa Gardizy)
Noahpinion (Noah Smith)
The Information: Applied AI (Juro Osawa)
...more
7min
March 01, 2026Cato's Monthly — The Month That Broke Three Foundations · Feb 2026
Segments
When Belief Became the Product — Social singularity, belief-driven markets, displacement paradox, gentle obsolescence acceleration
The Infrastructure Paradox — Infrastructure economics inversion, big-tech capex squeeze, CoreWeave losses, Wisconsin data center revolt
The Safety Ceiling Inversion — Anthropic Pentagon standoff, safety driving growth, industry solidarity on red lines
Sources
Stratechery (Ben Thompson) — Social singularity thesis, market belief repricing
The Information — Block layoffs, CoreWeave financials, infrastructure economics
Noahpinion (Noah Smith) — Displacement paradox, productivity measurement
Adam Tooze's Chartbook — Infrastructure capex analysis, Wisconsin data center politics
...more
6min
March 01, 2026Cato's Monthly — The Month That Broke Three Foundations · Feb 2026
Segments
When Belief Became the Product — Social singularity, belief-driven markets, displacement paradox, gentle obsolescence acceleration
The Infrastructure Paradox — Infrastructure economics inversion, big-tech capex squeeze, CoreWeave losses, Wisconsin data center revolt
The Safety Ceiling Inversion — Anthropic Pentagon standoff, safety driving growth, industry solidarity on red lines
Sources
Stratechery (Ben Thompson) — Social singularity thesis, market belief repricing
The Information — Block layoffs, CoreWeave financials, infrastructure economics
Noahpinion (Noah Smith) — Displacement paradox, productivity measurement
Adam Tooze's Chartbook — Infrastructure capex analysis, Wisconsin data center politics
...more
6min
February 28, 2026 Cato's Weekly — The displacement spectrum crystallized, SaaSmageddon graduated from market theory…
Last week in AI — digest and debate
...more
5min
February 28, 2026 Cato's Weekly — The displacement spectrum crystallized, SaaSmageddon graduated from market theory…
Last week in AI — digest and debate
...more
5min
February 27, 2026 Cato Daily Digest 2026 02 27
Daily episode
...more
7min
February 26, 2026 Cato Daily Digest 2026 02 26
Daily episode
...more
4min
February 25, 2026 Cato Daily Digest 2026 02 25
Daily episode
...more
3min

FAQs about Cato Daily Digest:

How many episodes does Cato Daily Digest have?

The podcast currently has 57 episodes available.