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Past Briefings

Jan 1, 2026

Signal/Noise

Signal/Noise 2026-01-01 The AI industry enters 2026 facing a fundamental reckoning: the easy money phase is over, and what emerges next will separate genuine technological progress from elaborate venture theater. Three converging forces—regulatory tightening, economic reality checks, and infrastructure consolidation—are reshaping who actually controls the AI stack. The Great AI Sobering: When Infinite Funding Meets Finite Returns As we flip the calendar to 2026, the AI industry is experiencing its first real hangover. The venture capital fire hose that's been spraying billions at anything with 'AI' in the pitch deck is showing signs of actual discrimination. This isn't about a...

Dec 30, 2025

Signal/Noise

Signal/Noise 2025-12-31 As 2025 closes, the AI landscape reveals a deepening chasm between the commoditized generative layer and the emerging battlegrounds of autonomous agents, sovereign infrastructure, and authenticated human attention. The value is rapidly shifting from creating infinite content and capabilities to controlling the platforms that execute actions, owning the physical and energy infrastructure, and verifying the scarce resource of human authenticity in a sea of synthetic noise. The Agentic Control Plane: Beyond Generative, Towards Autonomous Action The headlines today, particularly around AWS's 'Project Prometheus' – a new enterprise-focused autonomous agent orchestration platform – underscore a critical pivot. We've long...

Dec 29, 2025

Signal/Noise: The Invisible War for Your Intent

Signal/Noise: The Invisible War for Your Intent 2025-12-30 As AI's generative capabilities become a commodity, the real battle shifts from creating content to capturing and owning the user's context and intent. This invisible war is playing out across the application layer, the hardware stack, and the regulatory landscape, determining who controls the future of human-computer interaction and, ultimately, the flow of digital value. The 'Agentic Layer' vs. The 'Contextual OS': Who Owns Your Digital Butler? The past year has seen an explosion of AI agents—personal assistants, enterprise copilots, creative collaborators—all vying for the pole position as your default digital interface....