Compass — Strategic Intelligence
Compass — Strategic Intelligence

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The Tariff Economy Is an AI Economy
Signal Intelligence

The Tariff Economy Is an AI Economy

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.

Carlos Samuels 4 min read
China's Open-Source AI Takeover Is Already Here
Tech & Innovation

China's Open-Source AI Takeover Is Already Here

In one week, Chinese AI labs released a wave of models that match Western frontier performance at a fraction of the cost. Qwen has more downloads than Llama. Eighty percent of startups on open-source use Chinese models. The export controls restricted the wrong variable.

Carlos Samuels 4 min read
Morning Briefing: February 21, 2026
Morning Briefing

Morning Briefing: February 21, 2026

The Supreme Court’s tariff ruling, Trump’s rapid 10% replacement tariff, a $175 billion refund risk, NVIDIA’s earnings test, and India’s AI summit define a weekend where policy shocks and compute economics collide.

Carlos Samuels 5 min read
Morning Briefing: February 20, 2026
Morning Briefing

Morning Briefing: February 20, 2026

NVIDIA’s proposed OpenAI investment, ByteDance’s Hollywood challenge, India’s AI diplomacy, and China’s accelerating model race reveal how capital, media, and state strategy were converging before markets opened.

Carlos Samuels 5 min read
The Middle Is Collapsing
Signal Intelligence

The Middle Is Collapsing

Fiverr cut management layers and called it AI-first. Amazon restructured thousands of roles citing automation. The pattern is clear: AI is eliminating the people whose job was to coordinate other people. The middle of every organization is dissolving, and nobody has a plan for what comes next.

Carlos Samuels 4 min read
Vibe Coding and the Literacy Inversion
Pattern Recognition

Vibe Coding and the Literacy Inversion

Collins Dictionary named 'vibe coding' its 2025 Word of the Year. MIT Technology Review called generative coding a breakthrough technology for 2026. Something structural is happening: the ability to build software is decoupling from the ability to write code. This changes who gets to create, an...

Carlos Samuels 5 min read
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