Compass — Strategic Intelligence
Compass — Strategic Intelligence

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The Tariff Tax Nobody Voted For
Signal Intelligence

The Tariff Tax Nobody Voted For

Trump's tariffs are the largest tax increase since 1993 at 13.5 percent. The cost per household: $1,300 in 2026. The word 'tariff' does the political work of hiding a consumption tax.

Carlos Samuels 5 min read
Morning Briefing: February 24, 2026
Morning Briefing

Morning Briefing: February 24, 2026

Trump’s State of the Union, tariff reversal, cartel upheaval in Mexico, the Beirut evacuation, sovereign homelabs, and a fading creator-economy play reveal how political shocks and technological independence reshaped the day’s opportunity set.

Carlos Samuels 5 min read
The Quiet Rise of World Models

The Quiet Rise of World Models

Yann LeCun left Meta to build a $5 billion world model lab. Google DeepMind has been quietly advancing Genie. The next paradigm in AI isn't a bigger language model — it's a system that understands how reality works. Almost nobody outside ML research is paying attention.

Carlos Samuels 5 min read
The AI Bubble Is Deflating. Good.

The AI Bubble Is Deflating. Good.

MIT Sloan calls AI bubble deflation a top 2026 trend. Reuters flags AI-driven inflation as the year's most overlooked risk. The correction isn't doom — it's the moment when the real builders stop competing with the hype merchants and start building what actually works.

Carlos Samuels 5 min read
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