https://codexfinance.org/intelligence/briefs/ https://codexfinance.org/intelligence/briefs/2026-04-11-ai-vendor-rate-limit-tightening/ https://codexfinance.org/intelligence/briefs/diminishing-app-value-intelligence-brief_2026-03-27/ https://codexfinance.org/intelligence/briefs/2026-03-30-microsoft-openai-anthropic-timeline/ https://codexfinance.org/intelligence/briefs/2026-03-30-iran-war-chinese-ev-thesis-analysis/ https://codexfinance.org/intelligence/briefs/2026-03-25-agent-commerce-convergence-tracker-cycle4/ https://codexfinance.org/intelligence/briefs/2026-03-17-agent-commerce-convergence-tracker-cycle3/