THE GERREHBENTA LETTER · TWICE MONTHLY
One idea per issue, argued carefully, in plain text.
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Recent issues
NO. 118
2026-06-05
NO. 117
2026-05-22
NO. 116
2026-05-08
The enclave is the new mainframe
Why confidential compute pricing looks like 1960s time-sharing, and what that history says about who wins.
Your data is becoming financial intelligence
Connected data, adaptive software, and the growing role of AI in everyday financial decisions.
Three theses we retired this spring
The annual cleanup, early. Revisiting our assumptions about autonomous finance, predictive models, and intelligent infrastructure.
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