The RMJ Insight

Wednesday’s edition opens with the frontier’s disclosure bell. The EU’s AI Act transparency duties are now live, Meta has put a coding agent into the terminal, and the digest reports defense, cybercrime, and trade-secret files that show AI moving into regulated, adversarial, and higher-stakes ground.

The rest of the ledger is a pressure map. Nvidia’s after-hours earnings print will test the AI infrastructure trade, Colombia’s earthquake and Strait of Hormuz attacks keep the world wire heavy, health-science claims need careful primary evidence before becoming advice, and startup capital continues to crowd hard infrastructure and personalized health. The closing tool is second-order thinking: ask what happens after the first consequence.