Signal archive

Earlier Signals

Every published Tuesday Signal, kept in one place — the standing log of the read as it moved week by week.

Read the current Signal № 016 →

The brain gained mobility. Two valuable paths: full stack, or enrich the data.

Data centres are now a battleground. A cancer result also demands attention.

Get used to the word Trillion.

Headlines said stop. Investors said records.

When the bill comes due, someone has to sell something.

Ten weeks in: four tracks, one convergence.

Spend pushes vertical integration into the customer’s stack.

The trust question.

Priced on a year of data.

SpaceX locks in the missing layer.

The private AI economy went public. The state moved to claim it.

Two trillion-dollar IPOs. One compute lease.

The capital is certain. The returns just got specific.

AI capex is still accelerating. The contest underneath just got visible.