Thoughts, stories and ideas.
The pattern called it. A triple-catalyst convergence, a communication disruption formation, and dominant business-career alignment — all scored against today's reality at market close.
Ghost GDP. Agents in the payments stack. The tariff floor moves again. Five signals that connect in ways the headlines don't.
Same infringement, opposite responses. Disney's selective IP enforcement reveals that copyright in the AI era is a business strategy, not a legal principle.
We called it this morning: double-consolidation pattern, confrontation faces resistance, foundation work rewarded. Here's how the day actually scored.
Modi called it the most historic AI summit in the world. Media got locked out. A university faked a robot. Bill Gates pulled out. But $200 billion in pledges and 1.5 million engineers a year can't be ignored.
Only 3% of AI users pay for premium access. The other 97% have never seen what AI can actually do. The hype debate isn't about the technology. It's about a paywall.
58% of employees have posted sensitive data into AI tools. 40% would violate company policy to finish faster. Goldman's OneGS can't outrun the compliance clock.
Google's Gemini 3.1 Pro doubled its reasoning score overnight. The seven-surface launch — including their new Antigravity agent platform — tells you where the real war is headed.
Five signals. Three new forecasts. Compass reading. The agent race, shadow AI, tariff automation, India summit chaos, and the 3% paywall problem.
The Supreme Court struck down Trump's tariffs. He signed new ones within hours. But the real story isn't about trade law — it's about the automated factories that tariffs are funding.
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