Weekly tactical signals and timing intelligence
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.
OpenAI signed a 750-megawatt deal with Cerebras and shipped the first model that doesn't touch NVIDIA hardware. The training monopoly is intact. The inference monopoly cracked on February 12.
A 20-year-old CS student dropped his major for nursing school. Microsoft says 30 percent of its code is AI-written. The SaaSpocalypse wiped $2 trillion in software valuations. The profession that built Silicon Valley is being dismantled by the tools Silicon Valley built.
The Supreme Court just blew a hole in the tariff wall, Trump patched it with duct tape inside two hours, and NVIDIA is about to tell us whether the AI boom is real. Welcome to the most consequential weekend in trade policy since Smoot-Hawley.
The GDP miss no one expected, NVIDIA buying into the mine, and Hollywood waking up to Chinese AI — all before markets open.
NVIDIA's earnings test the AI thesis. India courts Silicon Valley. The NYT flips positive on AI. Three forecasts on the board — we start scoring Tuesday.
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.
Gartner reports a 1,445% surge in multi-agent system inquiries. GitHub just opened Agent HQ to Claude, Codex, and Copilot simultaneously. The most valuable capability of 2026 isn't writing code — it's directing the agents that write it for you.
In 2026, entry-level programming tasks are handled by AI agents. Cursor, Claude Code, and Copilot write the boilerplate, the tests, and the glue code. The work that junior developers used to cut their teeth on is disappearing. This creates a pipeline problem nobody is talking about seriously.
Open-source models now match cloud performance for most tasks. A MacBook with 48GB of RAM runs Llama 70B. The question isn't whether local AI is viable — it's whether you can afford the risk of not owning your cognitive infrastructure.