Agents & Margins
Ajanlar & Marjinler
A RADAR for the new architecture of business in the AI age — tracked in signals, argued in theses, bound to evidence.
Yapay zekâ çağında işin yeni mimarisi için bir RADAR — sinyalle izlenir, tezle savunulur, kanıtla bağlanır.
Theses / Tezler
Numbered across topics and published when the evidence is ready, not on a calendar. Each thesis carries its own signal scorecard, and every score is dated and sourced.
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Thesis 03 · The Next Corpus Is Behind Closed Doors 24 August 2026
Stack Overflow turned its first operating profit and its owner wrote the asset down to zero in the same accounts; the corpus buyers now compete for was never published, and there are only three ways a closed door opens.
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Every vendor markets the shared agent surface and none of them prices it — the asset that survives is the permissioned state underneath the channel.
Türkçe: Tez 02 · Çok Oyunculu Yüzey Bedava. Koordinasyon Sermayesi Değil
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Thesis 01 · The Machine-Mediated Economy 15 August 2026
Machine demand discovery has arrived; machine transaction has not — and the priced opportunity sits in the gap.
Notes / Notlar
Shorter pieces on a recent event, written while it is still moving. Same research method, same badges, same conflict-of-interest discipline as a thesis, and a fraction of its spine.
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Okta's press-reported ~$200m agreement takes the two-sided test's absorption side from six transactions to seven, while the independence side has still never disclosed a revenue figure.
Türkçe: Not 03 · Okta–Permiso: Yetki Katmanı Fiyatlanmadan Satın Alınıyor
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Google's $10 million winning bid for Spirit's operational and employment record is the first public price on a whole company's memory — and no court has approved it.
Türkçe: Not 02 · Google–Spirit: Bir Şirketin Hafızasına Konulan İlk Kamusal Fiyat
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Note 01 · Stripe–OpenRouter: The Rail Buys the Router 18 August 2026
A payments rail is reported to be buying the layer that chooses which model answers. The price is unconfirmed; the direction is not.
Türkçe: Not 01 · Stripe–OpenRouter: Ray, Yönlendiriciyi Satın Alıyor
Signal Ledger / Sinyal Defteri
The master record behind the series: every tracked signal with both of its thresholds, its latest dated reading, the staked calls and their resolution dates, plus the five registries that sit behind them.
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Signal Ledger Live record
Seventeen signals, nine open staked calls, five registries — re-scored at every Scorecard.
Log
The chronological record: what shipped, what the ledger recorded, and on which date. One page, written in English, while every thesis and note publishes in full English and Turkish editions.
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Log Updated 24 August 2026
Newest first, permanently anchored, English only, never emailed.
Newsletter / Bülten
New theses, notes and every bi-monthly Scorecard, by email. The site stays the canonical version of everything.
The Agents & Margins briefing is launching — until then, follow on LinkedIn
Ajanlar & Marjinler bülteni hazırlanıyor — o zamana dek LinkedIn'den takip edin