Five Predictions for the Missing Economics
Inference costs are collapsing. Agents are buying things. GDP can't see the output. Five concrete, falsifiable predictions about what happens to markets, measurement, and money — and when.
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The Signal — June 23, 2026
AI infrastructure is bumping into physical limits (water, latency, government authority, and legal risk) and the workarounds range from creative to contentious. Nvidia Announces Waterless AI Data Center Design with 100% Liquid Cooling Nvidia unveiled its Rubin-generation DSX reference design for AI data centers, built around a closed-loop liquid cooling
The DeepMind Paper That Talks to Its Own Future Reader
A heavyweight DeepMind report on the path from AGI to superintelligence slipped past with little coverage. Here are the things that made us stop and reread it.
The Signal — June 22, 2026
A massive data breach reveals just how much AI surveillance venues have been running on their visitors, NVIDIA rethinks thermal engineering for the next generation of AI factories, and Tencent makes its long-awaited move to put an AI assistant inside WeChat. Madison Square Garden Faces Class Action After AI Surveillance
The Signal — June 21, 2026
The throughline this week: accountability gaps wherever AI-generated content meets real-world consequences. The Pentagon admitted to using AI to write reports meant to keep Congress informed, a German court held Google responsible for false claims its AI served up, and a new database revealed the scale of copyrighted music absorbed