{"locale":"en","total":74,"page":2,"pages":4,"previous":"https://sustainabl.net/agent-native/en/archivo/json?author=mateo-vargas","next":"https://sustainabl.net/agent-native/en/archivo/json?author=mateo-vargas&page=3","articles":[{"id":10662,"title":"Anthropic Plans to Manufacture Its Own Chips, Altering the Industry Landscape","excerpt":"With recurring annual revenues tripling in months, Anthropic is considering designing its own processors. This financial fact reveals a much deeper vulnerability.","published_at":"2026-04-10T14:03:30.443","category":"ai","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/anthropic-plans-manufacture-own-chips-mnszi26o","json_url":"https://sustainabl.net/agent-native/en/articulo/anthropic-plans-manufacture-own-chips-mnszi26o/json"},{"id":10482,"title":"Google DeepMind Embraces Startup Speed Without Losing Corporate Scale","excerpt":"Demis Hassabis states that DeepMind accelerated by operating as a startup. The challenge is that a 'startup mindset' within a 200,000-employee organization is a structural gamble with specific risks.","published_at":"2026-04-09T19:02:57.938","category":"startups","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/google-deepmind-embraces-startup-speed-mnrur0xv","json_url":"https://sustainabl.net/agent-native/en/articulo/google-deepmind-embraces-startup-speed-mnrur0xv/json"},{"id":10302,"title":"The Bottleneck Holding Back Business AI Now Has a Price","excerpt":"Lucidworks estimates the cost of connecting an AI agent to corporate data at $150,000. This reveals more about the fragility of the current business architecture than about the product they just launched.","published_at":"2026-04-08T23:02:43.486","category":"ai","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/the-bottleneck-holding-back-business-ai-now-has-a-price-mnqnvvou","json_url":"https://sustainabl.net/agent-native/en/articulo/the-bottleneck-holding-back-business-ai-now-has-a-price-mnqnvvou/json"},{"id":10122,"title":"Anthropic Reports $30 Billion Revenue and Bets on Custom Silicon","excerpt":"Anthropic tripled its revenue in four months and signed the largest infrastructure commitment in its history. The numbers are real, but the financial architecture requires close scrutiny.","published_at":"2026-04-08T03:52:31.915","category":"startups","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/anthropic-reports-30-billion-revenue-and-bets-on-custom-silicon-mnpit6g7","json_url":"https://sustainabl.net/agent-native/en/articulo/anthropic-reports-30-billion-revenue-and-bets-on-custom-silicon-mnpit6g7/json"},{"id":9942,"title":"Anthropic Ends Hidden Subsidy for Open-Source Community","excerpt":"Anthropic has started charging for computation that was previously free, impacting many developers. This move exposes the unsustainable nature of their subsidy model.","published_at":"2026-04-07T07:32:50.292","category":"ai","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/anthropic-ends-hidden-subsidy-open-source-mnob82xs","json_url":"https://sustainabl.net/agent-native/en/articulo/anthropic-ends-hidden-subsidy-open-source-mnob82xs/json"},{"id":9792,"title":"Datong Bets on Tourism as Its Mines Fade","excerpt":"The global coal capital is transforming its abandoned mines into tourist attractions. The numbers tell a more complex story than official optimism.","published_at":"2026-04-06T15:32:34.53","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/datong-bets-on-tourism-as-mines-fade-mnncxjz6","json_url":"https://sustainabl.net/agent-native/en/articulo/datong-bets-on-tourism-as-mines-fade-mnncxjz6/json"},{"id":9581,"title":"10% Subprime Default Rate is the Symptom, Not the Disease","excerpt":"Subprime loan defaults in the U.S. hit 10%, the highest in 11 years. Seeing this as a credit crisis overlooks the deeper issues at play.","published_at":"2026-04-05T18:23:05.869","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/10-percent-subprime-default-rate-symptom-not-disease-mnm3khj7","json_url":"https://sustainabl.net/agent-native/en/articulo/10-percent-subprime-default-rate-symptom-not-disease-mnm3khj7/json"},{"id":9401,"title":"Ryanair Exits Europe and Focuses on Morocco with Portfolio Logic","excerpt":"As it cuts routes in mature markets, Ryanair is aggressively expanding in Morocco, signaling a surgical rebalance of its saturated portfolio.","published_at":"2026-04-05T00:22:24.141","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/ryanair-exits-europe-focuses-morocco-portfolio-logic-mnl0zk5s","json_url":"https://sustainabl.net/agent-native/en/articulo/ryanair-exits-europe-focuses-morocco-portfolio-logic-mnl0zk5s/json"},{"id":9221,"title":"Tokenization and ETFs: One Repaves the Road for the Other","excerpt":"The narrative that tokenization will kill ETFs distracts from a more uncomfortable analysis: both face the same structural flaw, and only one can survive the transition.","published_at":"2026-04-04T06:22:57.853","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/tokenization-and-etfs-repave-road-mnjyeurn","json_url":"https://sustainabl.net/agent-native/en/articulo/tokenization-and-etfs-repave-road-mnjyeurn/json"},{"id":9043,"title":"Amazon in Financial Services: A Calculated Expansion Towards Margins","excerpt":"Amazon is reshaping financial services by converting friction points into assets, signifying a strategic shift, not just diversification.","published_at":"2026-04-03T12:12:27.579","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/amazon-financial-services-calculated-expansion-mnivh32i","json_url":"https://sustainabl.net/agent-native/en/articulo/amazon-financial-services-calculated-expansion-mnivh32i/json"},{"id":8861,"title":"300 Tradeable Assets from a Crypto Wallet Without Intermediaries","excerpt":"Bitget Wallet connects users to gold, oil, and stock indices from a self-custody interface. This move challenges traditional brokers financially.","published_at":"2026-04-02T18:12:21.641","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/300-tradeable-assets-crypto-wallet-without-intermediaries-mnhsw0i8","json_url":"https://sustainabl.net/agent-native/en/articulo/300-tradeable-assets-crypto-wallet-without-intermediaries-mnhsw0i8/json"},{"id":8682,"title":"When the Strait of Hormuz Closes, Damages Endure Beyond the Crisis","excerpt":"A temporary closure of the Strait of Hormuz doesn’t lead to a transient crisis; it forces a permanent realignment in global energy and goods movement.","published_at":"2026-04-01T11:52:28.127","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/when-strait-of-hormuz-closes-damages-endure-beyond-crisis-mnfzvk9y","json_url":"https://sustainabl.net/agent-native/en/articulo/when-strait-of-hormuz-closes-damages-endure-beyond-crisis-mnfzvk9y/json"},{"id":8502,"title":"BlackRock and the NHS: When Private Capital Acquires State Infrastructure","excerpt":"A $10 trillion asset management company partners with a pension fund to invest £1 billion in UK public health properties. The headline sounds technical; the financial mechanics are much more interesting.","published_at":"2026-03-31T16:52:28.507","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/blackrock-nhs-private-capital-acquires-infrastructure-mnev5jsf","json_url":"https://sustainabl.net/agent-native/en/articulo/blackrock-nhs-private-capital-acquires-infrastructure-mnev5jsf/json"},{"id":8322,"title":"Nine Years of Data Ownership and Palantir Holds On Tight","excerpt":"Stellantis has just signed on for another five years with Palantir, revealing more about its strategic choices than just a tech contract.","published_at":"2026-03-30T19:32:38.258","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/nine-years-data-ownership-palantir-holds-on-tight-mndlfgdu","json_url":"https://sustainabl.net/agent-native/en/articulo/nine-years-data-ownership-palantir-holds-on-tight-mndlfgdu/json"},{"id":8142,"title":"$240,000 Checks for Workers: What KKR Did Right That No One Else Replicates","excerpt":"When KKR sold CoolIT, frontline workers received an average of $240,000 each. This wasn't philanthropy; it was deliberate financial architecture with measurable outcomes.","published_at":"2026-03-30T00:32:12.258","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/240000-checks-for-workers-kkr-success-mncgp9wn","json_url":"https://sustainabl.net/agent-native/en/articulo/240000-checks-for-workers-kkr-success-mncgp9wn/json"},{"id":7962,"title":"GameStop Mortgages Its Bitcoin for Pennies on a Multi-Million Asset","excerpt":"GameStop has committed $315 million in Bitcoin within a covered options strategy to generate yields, a structurally asymmetric bet in the wrong direction.","published_at":"2026-03-29T06:32:15.91","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/gamestop-mortgages-bitcoin-mnbe4dbw","json_url":"https://sustainabl.net/agent-native/en/articulo/gamestop-mortgages-bitcoin-mnbe4dbw/json"},{"id":7784,"title":"When Staking Pays Dividends: The Financial Engineering Behind TETH and TSOL","excerpt":"21shares has distributed staking rewards to holders of its Ethereum and Solana ETFs. Before celebrating, it's essential to audit what kind of cash flow this is and what fragilities lie beneath the model.","published_at":"2026-03-28T11:32:38.538","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/when-staking-pays-dividends-financial-engineering-teth-tsol-mna9etft","json_url":"https://sustainabl.net/agent-native/en/articulo/when-staking-pays-dividends-financial-engineering-teth-tsol-mna9etft/json"},{"id":7622,"title":"Netflix Raises Prices Again and the Market Celebrates","excerpt":"When a company can raise prices across all its plans without losing subscribers, it's not executing a marketing strategy; it's collecting on a debt long owed by the market.","published_at":"2026-03-27T17:22:40.472","category":"business-models","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/netflix-price-increases-market-celebrates-mn96gmxv","json_url":"https://sustainabl.net/agent-native/en/articulo/netflix-price-increases-market-celebrates-mn96gmxv/json"},{"id":7422,"title":"THG Jumps 8%: A Relief Bounce on a Crumbling Structure","excerpt":"THG's results exceeded forecasts, leading to an 8% rise in shares. However, this rebound from historic lows doesn't guarantee structural health.","published_at":"2026-03-26T21:22:29.629","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/thg-jumps-8-relief-bounce-mn7zljsp","json_url":"https://sustainabl.net/agent-native/en/articulo/thg-jumps-8-relief-bounce-mn7zljsp/json"},{"id":7243,"title":"Kalshi and Polymarket Invest Together: A Market Architecture Lesson","excerpt":"Two rivals who dislike each other enough to litigate over market share decided to co-invest in the same fund. This isn’t peace; it’s a structural sign that they know their $20 billion valuations are precarious without infrastructure.","published_at":"2026-03-26T03:23:04.876","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/kalshi-polymarket-invest-market-architecture-mn6x0sxi","json_url":"https://sustainabl.net/agent-native/en/articulo/kalshi-polymarket-invest-market-architecture-mn6x0sxi/json"},{"id":7063,"title":"Corus Entertainment Reduces Debt by $500 Million, Structural Risks Remain","excerpt":"A court order doesn't fix a business model bleeding under digital pressure. The Corus case reveals why restructuring liabilities without operational transformation is just buying time.","published_at":"2026-03-25T09:23:01.317","category":"finance","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/corus-entertainment-reduces-debt-risk-remains-mn5ug6v1","json_url":"https://sustainabl.net/agent-native/en/articulo/corus-entertainment-reduces-debt-risk-remains-mn5ug6v1/json"},{"id":6882,"title":"British Steel and the Brutal Arithmetic of Protecting What No Longer Scales","excerpt":"The UK government doubled its steel tariffs to 50% and allocated £2.5 billion to save an industry that accounts for just 0.1% of GDP.","published_at":"2026-03-19T13:13:16.147","category":"strategy","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/british-steel-brutal-arithmetic-protection-mmxi0nxf","json_url":"https://sustainabl.net/agent-native/en/articulo/british-steel-brutal-arithmetic-protection-mmxi0nxf/json"},{"id":6662,"title":"DocuSign Reports $1 Billion Revenue, Yet Stock Value Drops","excerpt":"DocuSign achieved a record quarterly revenue of over $1 billion, yet its stock plummeted nearly 44% in six months, signaling deeper structural issues.","published_at":"2026-03-18T13:53:18.609","category":"business-models","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/docu-sign-reports-revenue-stock-value-drops-mmw40bcy","json_url":"https://sustainabl.net/agent-native/en/articulo/docu-sign-reports-revenue-stock-value-drops-mmw40bcy/json"},{"id":6492,"title":"$95 Million to Induce Tumors to Self-Destruct: Mestag's Structural Bet","excerpt":"Mestag has secured an additional $40 million to advance its MST-0312 antibody into its first human clinical trial. The money is there; the question is whether the financial architecture holds up.","published_at":"2026-03-17T20:43:20.203","category":"startups","author":"Mateo Vargas","url":"https://sustainabl.net/agent-native/en/articulo/95-million-to-induce-tumors-to-self-destruct-mestags-structural-bet-mmv37yao","json_url":"https://sustainabl.net/agent-native/en/articulo/95-million-to-induce-tumors-to-self-destruct-mestags-structural-bet-mmv37yao/json"}]}