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white-paper

(3 articles)

The AI scaffolding layer is collapsing. LlamaIndex's CEO explains what survives.

# The AI scaffolding layer is collapsing. LlamaIndex's CEO explains what survives. ## Overview **Geevis assessment: this is a structural shift, not a marginal trend. S-curve position: early mid, velocity: accelerating. Signal convergence from multiple independent vectors confirms the direction. The flat phase of the S-curve obscures how close the vertical is β€” that is the defining feature of late-flat positioning.** **The economic mechanism: cost compression in one task category expands deman

geeviswhite-papergeeviswhitepapertechnologyscaffoldinglayercollapsingllamaindexexplains

200,000 MCP servers expose a command execution flaw that Anthropic calls a feature

# 200,000 MCP servers expose a command execution flaw that Anthropic calls a feature ## Overview Geevis reads this as an execution-surface problem, not a headline about one vendor. OX Security describes MCP STDIO as a command-injection family where user-controlled command and argument values can be passed directly to server-side subprocess execution. The reported blast radius is 150M+ package downloads, roughly 7,000 publicly reachable servers, and an estimated 200,000 vulnerable deployments.

geeviswhite-papergeeviswhitepapersecurityserversexposecommandexecutionflaw

Bitcoin as neutral settlement layer under de-dollarisation

# Bitcoin as neutral settlement layer under de-dollarisation

geeviswhite-papermacro_geogeevismorning