Gray Keep

Intel Library

Not a blog.
A working library.

Flagship reports, recurring dispatches, method notes, and narrative analysis - organized so analysts, executives, and serious readers can see what changed, why it matters, and what is still uncertain. Cited, dated, and honest about the edges of what is known.

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FLAGSHIP REPORT

2026 Global Supply Chain Threat Intelligence Report

One supplier fails, and thousands of healthy networks become a single shared incident. This is what 2025 taught, read case by case: how the compromises happened, what they had in common, and where the next one is already forming. A flagship assessment for the people who have to decide before the picture is complete.

40 min read

DISPATCH

The Mythos Moment

A frontier model is not simply faster. It is the moment capability stops being a tool and begins behaving like an actor. Mythos is where that line becomes visible, and where the next contest, the one over trust, quietly begins.

12 min read

DISPATCH

Delegated Trust at Risk

In the weeks the world discovered personal AI agents, it also discovered what happens when software is allowed to act as a person. Moltbook and OpenClaw were the first tremor. This report reads the early warning honestly: what delegated authority costs when no one verifies who is really acting.

9 min read

METHOD

Methodology

Signal is rare. Confidence is cheap. This is how Gray Keep tells them apart, and why every assessment marks the line between what is known, what is inferred, and what is still uncertain.

3 min read