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 — August 12, 2026
The gap between what an AI model shows you and what it actually does keeps getting more interesting. Today: a trick that pulls hidden reasoning out of frontier models, a leadership shuffle at Google meant to close the distance with its rivals, and a small model claiming it can reason
The Signal — August 11, 2026
Three moves today, all circling the same question: who gets to hold powerful AI, and under what rules. OpenAI is handing exploit-writing models to vetted defenders, Meta is putting a capable agent back in anyone's hands for free, and Anthropic is quietly stamping everything Claude writes. OpenAI ships
More Agents Are Not a Reliability Mechanism
The AI industry keeps rebuilding an assumption a 1986 experiment already broke. Adding more independent checks does not necessarily make a system more reliable.
The Signal — August 10, 2026
Three stories today about where control is quietly moving. Anthropic is handing coding approvals to a classifier, ByteDance is collapsing the pipeline between watching and talking, and hundreds of American communities are trying to keep the whole buildout out of their backyards. Anthropic makes Claude Code auto mode the default