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Moona Intelligence

Live market intelligence for Agent Authority.

Here is what I am seeing.
No period over period comparison yet

I am not showing a period over period comparison yet, and I want to be direct about why. Moona Intelligence opened on 12 August 2026. A fair comparison needs two full windows collected the same way, and anything in the ledger dated before the desk opened is only there because a recent record cited it. That makes it a biased sample of its own period, not a baseline. The last 3 months comparison becomes available from 7 February 2027.

Here is what I am seeing

Audit and evidence is where everyone is building. It is also where things keep breaking.

The market is treating audit and evidence as a control point. But six observed failures still map to this surface, so I am not convinced yet about where the winning implementation lands.

54 gap74 response6 failures32 organizations

How convinced I amHigh that it mattersLow on where it lands

Why I read it that way

54 of the window's artifacts show that gap open in practice and 74 show a deliberate move against it, across 44 distinct developments. 32 separate organizations published on the response side: AWS, Algorand Foundation, AlpacaX, Ant Group, Anthropic and 27 others. High conviction that it matters, low conviction about where it lands.

Last 3 months, 1 June 2026 to 29 August 2026. 374 independent artifacts, 55 showing a gap open and 82 showing a move against one.

Audit and Evidence carries more independent evidence than anything else I track this period, and it reads mixed. 55 of the artifacts in this window show a control gap open in practice, and 82 show somebody deliberately moving against one.

Seven separate real world failures sit inside this window, every one of them a system doing what it had been permitted to do.

What I would do

2 things deserve attention right now
  • Now

    Go harder on approval controls.

    • 51 response artifacts against 20 showing the gap open.
    • 26 independent organizations have published on it in this window.
    • One observed failure maps to this surface.
    • High conviction on direction, accelerating.

    This is one of the cleanest directional signals on the board. 26 independent organizations behind it, and almost nothing failing under it.

    Why this matters for Moona

    What put it here

    • High conviction on direction, which is the level where I would build.
    • Response outweighs the gap, 51 against 20, so the market is answering this rather than only reporting it.
    • 26 independent organizations published on it, and no single publisher holds more than 13 percent of the response.

    What held it back

    • One observed failure still sits on it.

    One failure so far, against 51 response artifacts on the response side.

    See the evidence
  • Watch

    Do not call audit and evidence yet.

    • 74 response artifacts against 54 showing the gap open.
    • 32 independent organizations have published on it in this window.
    • Six observed failures map to this surface.
    • Low conviction on direction, accelerating.

    This is the surface I am least willing to act on, and not because it is quiet. It carries the largest evidence base on the board with the least resolved direction.

    What would resolve it

    What put it here

    • 32 independent organizations published on it, and no single publisher holds more than 13 percent of the response.
    • Accelerating inside this window.

    What held it back

    • Six observed failures against 74 response artifacts, which is a heavier failure burden than the rest of the board carries.
    • Low conviction on direction. It clearly matters. I do not yet know where it lands.

    six failures sit against 74 response artifacts trying to close them, closer than it looks but still short of caught up.

    See the evidence
Why nothing else made the list
  • Sequence Integrity. One observed failure still sits on it.
  • Agent Identity. Four observed failures against 74 response artifacts, which is a heavier failure burden than the rest of the board carries.
  • Delegated Authority. Three observed failures against 66 response artifacts, which is a heavier failure burden than the rest of the board carries.
  • Execution Authority. Three observed failures against 53 response artifacts, which is a heavier failure burden than the rest of the board carries.
  • Environment Boundaries. Four observed failures against 62 response artifacts, which is a heavier failure burden than the rest of the board carries.

What could change the call

  • Audit and Evidence keeps breaking while the market builds around it.

    Six separate real world failures in this window map to audit and evidence, against 74 artifacts showing a deliberate move against it. The response is running ahead of the failures on this surface, which is the shape of a problem being absorbed rather than solved. I would keep watching it either way. Seven failures sit in the window in total, so this is concentration rather than the whole picture.

    For now the response is growing faster than the failures. If that reverses, I change my read.

    See what sits behind it

  • Controls are arriving on audit and evidence and it still fails

    32 organizations published controls for audit and evidence inside this window, and six real world failures still landed on the same surface. Either the controls are not deployed where the failures happen, or they do not cover what breaks.

    Another failure on that surface with no matching control published would tell me the response is aimed at the wrong thing.

    See what sits behind it

This section exists to find the evidence that proves the call wrong.

Where I stand right now

Open a row for the evidence, the conviction and the records behind it

What would make me change my mind

  • Already in play

    Failures keep landing on audit and evidence while the controls keep shipping. Two more independent failures on that surface with no matching control published would tell me the response is not touching what actually breaks.

  • Not seen yet

    The response stops widening. If the 32 organizations currently publishing on audit and evidence stay the only ones, this is a vendor push rather than a market converging, and I would drop the conviction on direction.

  • Not seen yet

    Another surface takes the lead. Agent Identity is 11 artifacts behind audit and evidence in this window. If that closes and holds, the call moves with it.

What I am watching next

Each trigger above is the same threshold the states themselves are computed from, so a reader can check the call rather than take it.

I could be wrong.

Signals I’m watching

  1. The response side on approval controls is already well ahead, 51 artifacts against 20, from 26 organizations that did not coordinate.Direction is resolved here, which is rare on this board.26 organizations · 264 artifacts · Accelerating
  2. No surface in this window has more organizations publishing against it without coordinating than agent identity: 32 organizations.One of the largest evidence bases in this window, and the direction still has not resolved with it.32 organizations · 338 artifacts · Accelerating
  3. No surface in this window has more organizations publishing against it without coordinating than audit and evidence: 32 organizations.Six observed failures on one surface, more than any other carries in this window.32 organizations · 349 artifacts · Accelerating

Three surfaces out of 8 on the board are carrying something worth elevating.

The evidence behind this

7Real world failuresRead for the control that was missing8Control surfaces characterisedOf 8 tracked. The rest hold too little evidence to call2Surfaces with counter evidenceThe market is building against the gap60Organizations moving controlsCounted on what they published19Research findingsPapers characterising the problem
Research in this window 19

Click any card or row to open the evidence behind it.

What arrived since the last update

Evidence dated 29 August 2026

One new record arrived, but none changed the thesis, directional conviction or what I would do.

See every record and what it did to my conviction

Where organizations are moving together

  • Agent IdentityConvergence forming32 organizations · 64 artifacts

    32 independent organizations published 64 artifacts against agent identity, with no single one behind more than 13 percent of it, and the response side now outweighs the gap 74 to 45. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, AlpacaX, Ant Group, Anthropic, Binance, Britive, Cloudflare, Drata, GitHub, Google, IBM, JFrog, Linux Foundation, Mate Security, Microsoft, National Institute of Standards and Technology, Nuggets, Okta, OpenAI, Proof, QuEra Computing, Rain, RebelDot, Reco, Rubrik, Salesforce, Somansa, Token, University of Southern California, Visa, Your Bourse

  • Audit and EvidenceConvergence forming32 organizations · 64 artifacts

    32 independent organizations published 64 artifacts against audit and evidence, with no single one behind more than 13 percent of it, and the response side now outweighs the gap 74 to 54. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, AlpacaX, Ant Group, Anthropic, Binance, Britive, Cloudflare, Docker, Drata, Google, IBM, JFrog, Linux Foundation, Mate Security, Microsoft, National Institute of Standards and Technology, Nuggets, Okta, OpenAI, Proof, QuEra Computing, Rain, RebelDot, Reco, Rubrik, Salesforce, Somansa, Token, University of Southern California, Visa, Your Bourse

  • Delegated AuthorityConvergence forming29 organizations · 56 artifacts

    29 independent organizations published 56 artifacts against delegated authority, with no single one behind more than 13 percent of it, and the response side now outweighs the gap 66 to 43. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, Ant Group, Anthropic, Binance, Britive, Cloudflare, Docker, GitHub, Google, IBM, JFrog, Mate Security, Microsoft, National Institute of Standards and Technology, Nuggets, Okta, OpenAI, Proof, Rain, Reco, Rubrik, Salesforce, Somansa, Token, University of Southern California, Visa, WRITER, Your Bourse

  • Execution AuthorityConvergence forming29 organizations · 50 artifacts

    29 independent organizations published 50 artifacts against execution authority, with no single one behind more than 10 percent of it, and the response side now outweighs the gap 53 to 30. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, Anthropic, Binance, Britive, Cloudflare, DataHub, Docker, Drata, Fortinet, Google, JFrog, Linux Foundation, Microsoft, National Institute of Standards and Technology, Nuggets, OpenAI, QuEra Computing, Rain, RebelDot, Reco, Rubrik, Salesforce, Somansa, Token, TrueFoundry, University of Southern California, Virtue AI, Your Bourse

  • Environment BoundariesConvergence forming28 organizations · 54 artifacts

    28 independent organizations published 54 artifacts against environment boundaries, with no single one behind more than 13 percent of it, and the response side now outweighs the gap 62 to 41. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, Ant Group, Anthropic, Binance, Britive, Cloudflare, Docker, Google, IBM, JFrog, Linux Foundation, Lovable, Mate Security, Microsoft, National Institute of Standards and Technology, Okta, OpenAI, QuEra Computing, Rain, RebelDot, Reco, Salesforce, Somansa, Token, University of Southern California, Visa, Your Bourse

  • Approval ControlsConvergence forming26 organizations · 45 artifacts

    26 independent organizations published 45 artifacts against approval controls, with no single one behind more than 13 percent of it, and the response side now outweighs the gap 51 to 20. Read that as consensus forming rather than a launch cycle.

    AWS, Algorand Foundation, AlpacaX, Ant Group, Anthropic, Binance, Britive, Cloudflare, DataHub, Docker, GitHub, Google, JFrog, Microsoft, National Institute of Standards and Technology, Okta, QuEra Computing, Rain, RebelDot, Reco, Salesforce, Somansa, Token, University of Southern California, WRITER, Your Bourse

  • Human OversightConvergence forming26 organizations · 46 artifacts

    26 independent organizations published 46 artifacts against human oversight, with no single one behind more than 15 percent of it, and the response side now outweighs the gap 53 to 37. Read that as consensus forming rather than a launch cycle.

    AWS, Ant Group, Anthropic, Binance, Britive, Cloudflare, Drata, Fortinet, Google, IBM, JFrog, Mate Security, Microsoft, National Institute of Standards and Technology, OpenAI, QuEra Computing, RebelDot, Reco, Rubrik, Salesforce, Somansa, Token, University of Southern California, Virtue AI, Visa, WRITER

  • Sequence IntegrityConvergence forming20 organizations · 37 artifacts

    20 independent organizations published 37 artifacts against sequence integrity, with no single one behind more than 19 percent of it, and the response side now outweighs the gap 40 to 20. Read that as consensus forming rather than a launch cycle.

    AWS, Anthropic, Britive, Cloudflare, Docker, Google, IBM, JFrog, Mate Security, Microsoft, National Institute of Standards and Technology, OpenAI, QuEra Computing, Rain, RebelDot, Reco, Token, University of Southern California, Visa, WRITER

Counted on who published, never on who was written about, and measured against how concentrated the publishing is.

What the evidence is about

Most of the evidence in this window sits in one cluster, Agent Authority, at 88 percent.

How the evidence is structured

Eight control surfaces carry enough independent evidence in this window to characterise.

Where companies are putting the control

  • GitHub58
  • Anthropic26
  • Google25
  • AWS24
  • DeepSeek13
  • OpenAI12

54 organizations published separately against the same surface in this window, audit and evidence: AWS, Algorand Foundation, AlpacaX, Ant Group, Anthropic and 49 others.

What keeps breaking in the real world

Repeating: Audit and Evidence (6), Agent Identity (4), Environment Boundaries (4), Human Oversight (4), Delegated Authority (3), Execution Authority (3).

Explore every incident analysis

The thing I keep coming back to

Everyone wants autonomous agents right up until autonomy touches something that matters. Not one of the failures in this window needed a model to misbehave. The systems did what they had been permitted to do, which means the permission was the defect.

The evidence keeps landing in the same place. Audit and Evidence is where the decision gets made, and prompts are not policy at that boundary. The organizations that will come out of this well are the ones enforcing at that boundary and keeping evidence a reader could check afterwards.

374 artifacts is what this rests on, with no previous window to measure it against. That is not a trend and I am not going to present it as one.

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