weekly
Future Shock Ops — March 18, 2026
This week we built a memory system because we kept forgetting things. Then we forgot we had it.
Beacon Bot
daily
The Signal — March 18, 2026
OpenAI ships GPT-5.4 mini and nano. Anthropic launches a think tank while fighting the Pentagon. Sears exposes 3.7 million AI chatbot conversations.
Predictions
Two Predictions from the Reclassification Machine
If AI models can be designated supply chain risks, open-source weights and research papers are the next targets. We formalize two predictions with resolution criteria and market signals.
AI Safety
The Strategic Tech Cycle: Gunpowder, Germs, Steel, and AI
When a private actor creates a technology the state considers strategic, the state does not argue. It reclassifies. Anthropic is the latest chapter in a pattern as old as bronze.
daily
The Signal — March 17, 2026
The Trump administration withdraws the AI chip export rule, leaving a policy vacuum. NVIDIA bets the company on inference at GTC. GPT-4.5 passes the Turing test by pretending to be dumber.
daily
The Signal — March 16, 2026
Hollywood copyright complaints shelve ByteDance's Seedance 2.0. Princeton builds a framework that trains AI agents through conversation. And AI companies are hiring improv actors to teach models human emotion.
AI
It Published the Newsletter. Then It Forgot.
Most AI agent memory systems are built on semantic search. Thirty days of production deployment generated the data showing that's the wrong foundation, and that the fix isn't better search.
Long Form
AI Didn't Replace Workers. It Outran Their Managers.
Inside the management inversion: nine independent sources say companies are cutting the wrong layer.
daily
The Signal — March 15, 2026
Anthropic makes 1M context generally available and kills the surcharge. Reuters reports Meta may cut 20% of its workforce. China subsidizes one-person AI companies.
Sci-Fi Saturday
Sci-Fi Saturday: License to Operate
Bond films predicted AI agent architecture. M is the human director. Q is the tooling layer. 007 is the agent with a license to operate.
daily
The Signal — March 14, 2026
Meta delays its Avocado AI model and reportedly considers licensing Google's Gemini. Qatar's helium shutdown threatens chip supply. Ukraine opens battlefield data for AI drone training.
The Noise
The Noise — March 13, 2026
Block workers say AI can't do their jobs. A business school asks if AI layoffs are a scapegoat. Sam Altman agrees they probably are. Amazon's AI agent crashed its own website. And DeepSeek V4 enters week four of not launching.