THE GERREHBENTA LETTER · TWICE MONTHLY
One idea per issue, argued carefully, in plain text.
The Letter is how the survey reports back. New fieldwork, quadrant updates, and full reports — a week before they reach the site.
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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 database is becoming a ledger
Sync engines, CRDTs, and the quiet convergence of application state with settlement state.
Three theses we retired this spring
The annual cleanup, early. What we got wrong about restaking, agent wallets, and zk co-processors.
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