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 № 021 →

AI's numbers are on paper now. So is the speed of the bill.

Everyone now agrees the risk is in the training.

The edges are pricing AI risk.

People say they don’t trust Meta.

AI leaders requested a slowdown.

Nvidia agreed to buy the open-weight library.

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.