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Signal/Noise

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Signal/Noise

2025-01-11

Without specific news articles to analyze, I cannot provide the strategic analysis that Signal/Noise readers expect. The format demands connecting real developments into coherent strategic narratives about power, money, and control in AI—not speculation or generic commentary about hypothetical trends.

Analysis Requires Signal

Signal/Noise exists to cut through the noise of daily AI announcements and reveal the strategic chess game underneath. This requires actual moves on the board—real company announcements, funding rounds, product launches, regulatory developments, or executive changes that reveal shifting power dynamics. Without concrete developments to analyze, any commentary would be exactly the kind of content-for-content’s-sake noise this publication was created to eliminate. The value proposition is simple: we take the headlines you’ve already seen and show you what’s really happening. No headlines means no analysis worth your time. The most honest thing we can do when there’s insufficient signal is acknowledge it rather than manufacture insights from thin air. In a world where AI can generate infinite analysis of nothing, the scarcest resource isn’t commentary—it’s the discipline to only speak when there’s something meaningful to say.

Questions

  • What does it mean for analytical credibility when every platform demands daily content regardless of actual developments?
  • In an attention economy, is restraint from analysis a competitive advantage or a missed opportunity?
  • When AI can generate infinite commentary, what makes human strategic analysis irreplaceable?

Past Briefings

Feb 24, 2026

OpenAI Deleted ‘Safely.’ NVIDIA Reports. Karpathy Is Still Learning

THE NUMBER: 6 — times OpenAI changed its mission in 9 years. The most recent edit deleted one word: safely. TL;DR Andrej Karpathy — the engineer who wrote the curriculum that trained a generation of developers, ran AI at Tesla, and helped found OpenAI — posted in December that he's never felt so behind as a programmer. Fourteen million people saw it. Tonight, NVIDIA reports Q4 fiscal 2026 earnings after market close: analysts expect $65.7 billion in revenue, up 67% year over year. The numbers will almost certainly land. What matters is what Jensen Huang says about the next two quarters to...

Feb 23, 2026

Altman lied about a handshake on camera. CrowdStrike fell 8%. Google just killed the $3,000 photo shoot.

Sam Altman told reporters he was "confused" when Narendra Modi grabbed his hand at the India AI Impact Summit. He said he "wasn't sure what was happening." The video, which has been watched by tens of millions of people, shows Altman looking directly at Dario Amodei before raising his fist. He knew exactly what was happening. He chose not to do it, and then he lied about it. On camera. In multiple interviews. With the footage playing on every screen behind him. That would be a minor character note in any other industry. In this one, it isn't. Because on...

Feb 20, 2026

We’re Building the Agentic Web Faster Than We’re Protecting It

Google's WebMCP gives agents structured access to every website. Anthropic's data shows autonomy doubling with oversight thinning. OpenAI's agent already drains crypto vaults. Google shipped working code Thursday that hands AI agents a structured key to every website on the internet. WebMCP, running in Chrome 146 Canary, lets sites expose machine-readable "Tool Contracts" so agents can book a flight, file a support ticket, or complete a checkout without parsing screenshots or scraping HTML. Early benchmarks show 67% less compute overhead than visual approaches. Microsoft co-authored the spec. The W3C is incubating it. This isn't a proposal. It's production software already...