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The Signal — March 5, 2026
Meta locks in a data licensing deal with News Corp. Anthropic faces procurement pressure over Claude in military workflows. Both stories trace the same line: access is the new moat.
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The Signal — March 3, 2026
The U.S. government designated Anthropic a national security threat for refusing to remove AI safety guardrails. Plus: Dorsey cuts half of Block for AI, and Nvidia bets $4B on photonics.
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The Signal — March 2, 2026
Altman admits Pentagon deal was rushed. Claude hits #1 on the App Store. LLMs can deanonymize pseudonymous users at scale. ElevenLabs and Google top new STT benchmark.
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The Signal — March 1, 2026
The Anthropic story didn't end Friday. It got worse. Plus: DeepSeek cuts Nvidia out of V4 testing, and OpenAI fires an employee for prediction market insider trading.
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The Signal — February 28, 2026
THE SIGNAL Future Shock Daily — February 28, 2026 The Defense Production Act got invoked against an AI company yesterday. That sentence alone tells you where things are headed. The Pentagon Invokes a Korean War Law Against Anthropic The Department of Defense invoked the Defense Production Act — a 1950 law originally
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The Signal — February 27, 2026
Three infrastructure stories today. No new models. Just the money, the geography, and the policy shaping where AI gets built.
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The Signal — February 26, 2026
Alibaba open-sources models that match GPT-5 mini. Karpathy says programming is unrecognizable. Perplexity launches a 19-model orchestration platform.
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The Signal — February 25, 2026
The SaaS sector just had its worst stretch in decades, and AI agents are getting the blame. Black February: AI Agents Wipe $1 Trillion From the SaaS Sector The software industry lost more than $1 trillion in market capitalization in 2026 so far, in what analysts and traders are calling
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The Signal — February 24, 2026
Anthropic just published the most detailed public accounting yet of industrial-scale model theft by Chinese AI labs. The rest of the day's news barely registered by comparison. Anthropic Catches DeepSeek, Moonshot, and MiniMax Stealing Claude's Brain Anthropic identified three Chinese AI labs running coordinated distillation campaigns
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The Signal — February 23, 2026
THE SIGNAL Future Shock Daily — February 23, 2026 The most interesting AI story this weekend wasn't about what a model can say. It was about what 16 of them can build. The Claude C Compiler: What 16 Parallel Agents Built in a Weekend Anthropic turned 16 Claude agents
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The Signal — February 22, 2026
THE SIGNAL Future Shock Daily — February 22, 2026 Three stories today, none of them world-shaking, all of them worth knowing about. A Chinese open-weights model that punches above its weight class, a cancer diagnostic tool that's real but not as big as the stock market thinks, and OpenAI
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The Signal — February 21, 2026
THE SIGNAL Future Shock Daily — February 21, 2026 The Pentagon is trying to strongarm Anthropic into dropping its weapons carve-outs. Georgi Gerganov's llama.cpp just got absorbed by Hugging Face. And MIT researchers figured out how to make yeast pump out cancer drugs faster using a language model.