Writing
Insights
Stripe, OpenRouter and the Limits of Token Arbitrage
Stripe paid over $7B for OpenRouter, a business built on aggregation economics: buy tokens at channel scale, bill against list, take a percentage. That model has little to offer an enterprise running BYOK or Bedrock, Vertex and Azure AI Foundry, where provider selection is a data-governance decision.
Insights
"The Mother of All AI Supply Chains" — Or Just the Same Old CLI Problem
OX Security's MCP vulnerability report sounds alarming, but it describes the same local process execution risk we've been warning about. The real issue is CLIs and stdio servers, not the MCP protocol.
Company
Introducing Ferentin: The Trust Layer for AI Agents
The founding story behind Ferentin. Why AI agents need a trust layer and how we're building zero trust policy enforcement from prompt to tool call.