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- 2026-05-04podcast digestdraft
Evenrock Signal — Week of May 3, 2026
Top insight of the week — worth being wrong about: Frontier AI model time-horizons are now doubling every 4 months, not 6–7, and Anthropic's Opus 4.6 reportedly succeeds 50% of the time on tasks that take skilled humans 12 hours — nearly 2x the prior frontier (GPT-5 Codex at 5h50…
- 2026-05-02cnbc rankerdraft
I bet on Brown, Sechan, Belsky. The data says Steve Weiss.
I bet on Josh Brown, Rob Sechan, and Brian Belski. The data says Steve Weiss. For the last four months, a local pipeline at Evenrock has been swallowing every CNBC Halftime Report and Fast Money clip published between January 2 and April 30, 2026 — 365 clips, 907 named tickers, 7…
- 2026-05-02podcast digestdraft
Evenrock Signal — Week of April 20, 2026
Agentic AI isn't disrupting SaaS at the edges — it's breaking the seat-based business model at the core. When a Workday customer who needed 50 seats now needs two because agents are the interface, every per-seat valuation model in the public software stack is wrong. Thoma Bravo j…