Supply-Chain Risk Is the New Blacklist
Anthropic refused DoD terms OpenAI accepted. The result: a supply-chain risk label that does not require proof - just paperwork.
Signal Intelligence
Weekly tactical signals and timing intelligence
Morning Briefing: March 1, 2026
Open source hits 5-point parity. Claude goes #1 on App Store. Khamenei is dead. Oil spikes 8.4%. Your coding agent has a hidden quality cliff. Five signals for Sunday, March 1, 2026.
Evening Briefing: Five Signals for March 1, 2026
OpenAI signs Pentagon deal as Anthropic gets labeled a supply chain risk. Qwen3.5 matches Claude Sonnet on a gaming laptop. KV-cache sharing cuts agent costs 73%. Five signals for March 1.
Morning Briefing: February 28, 2026
Five signals this morning: Iran strikes, Qwen3.5 benchmark dominance, BLS job loss data, DeepSeek V4 incoming, and the agentic AI security war begins.
Evening Briefing: Five Signals for February 28, 2026
Anthropic blacklisted. Goldman says AI added zero to GDP. California targets the OS layer. A 29x inference breakthrough. And the de-Google defection accelerates.
The AI Coding War Is a Philosophy War
Claude Code vs. ChatGPT Codex isn't a product comparison. It's two incompatible visions of developer identity — and only one can win.
The App on Your Phone That Watches Everything
Government-mandated software on personal devices is the most efficient surveillance mechanism ever designed. Russia deployed it. The trend is spreading. The ACLU is sounding the alarm.
Your Phone Is the New Data Center
The migration of AI from cloud to edge isn't a feature upgrade. It's the mainframe-to-PC shift happening again, and the companies that dismiss it will lose everything.
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.
Morning Briefing: February 24, 2026
Trump delivers State of the Union against a backdrop of tariff reversal, Mexico in chaos after El Mencho's death, 50 US diplomats out of Beirut. Five signals plus Compass vs. Reality.
Your Company's AI Strategy Is a Lie
HBR found AI doesn't reduce work — it intensifies it. Most corporate AI deployments are theater. The gap between the pitch deck and production floor is the real story.
The $550K Model That Humbled Silicon Valley
While American AI labs burn billions, Chile built Latam-GPT for $550K. The lesson isn't frugality. It's who decides what intelligence looks like.