Agents & Margins
Ajanlar ve Marjinler
Independent Signal & Macro-Trend Analysis
Bağımsız Sinyal ve Makro Trend Analizi
The new architecture of work in the AI age — tracked in signals, argued in theses, bound to evidence.
Yapay zekâ çağında işin yeni mimarisi — 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.
-
Thesis 01 · The Machine-Mediated Economy 17 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 live 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.
-
Note 01 · 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.
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 three registries that sit behind them.
-
Signal Ledger Live record
Six signals, two open staked calls, three registries — re-scored at every Scorecard.
Log / Günlük
The chronological record: what shipped, what the ledger recorded, and on which date. One page for both languages, each entry left in the language it was written in.
-
Log · Günlük Updated 18 August 2026
Newest first, permanently anchored, never emailed.
En yenisi en üstte, kalıcı bağlantılı, hiçbir giriş e-postayla gönderilmiyor.
Newsletter / Bülten
New theses, notes and every bi-monthly Scorecard, by email. One list per language; the site stays the canonical version of everything.
The Agents & Margins briefing (English) is launching — until then, follow on LinkedIn
Bülten: Ajanlar ve Marjinler — sonraki tezi e-postayla alın