Shape of the Next Decade
Sovereignty Is Not a Model You Can Download
Open weights can cross a border overnight. The power to run, adapt, govern, and keep what they learn cannot.
Newsletter
AI
How Much Is a Six-Month Lead at the Frontier Actually Worth?
The advantage still has to pass through power grids, factories, institutions, and people. It leaks while it waits.
AI
Commerce Found the Kill Switch
Anthropic launched its most powerful public model on Tuesday. By Friday the government had used export-control authority to switch it off worldwide, and the legal basis is still unclear.
The Signal
The Signal — April 24, 2026
OpenAI launches GPT-5.5 with doubled API pricing and 'new class of intelligence' claims. The Trump administration softens on Anthropic, DeepMind publishes self-healing training infrastructure, and Anthropic's 81,000-person survey links AI exposure to displacement anxiety.
The Signal
The Signal — April 19, 2026
Tesla launches unsupervised robotaxis in Dallas and Houston. Northwestern prints artificial neurons that talk to living brain cells. And the AI memory shortage has a timeline: 2030.
The Signal
The Signal — April 18, 2026
DeepSeek raises $300M at $10B in its first outside funding. OpenAI loses its CPO and Sora lead. Anthropic's CEO visits the White House. And Alibaba's Qwen3.6 beats Gemma 4 while using 10% of its parameters.
The Signal
The Signal — April 7, 2026
AI coding tools work, maybe too well. A New York Times investigation finds companies drowning in unreviewed code after 10x output increases. Separately, OpenAI is paying external researchers to do safety work its internal teams keep quitting, and ASML just printed 8-nanometer chip features that will define the next generation
The Signal
The Signal — April 6, 2026
DeepSeek is building its next model entirely on Huawei chips — no NVIDIA anywhere in the stack. Meanwhile, Bollywood is adopting AI faster than any film industry on Earth, and a Tufts lab just cut AI training energy by 99% using an approach the scaling crowd wrote off years ago. DeepSeek
The Signal
The Signal — March 27, 2026
Late edition — Claude went down overnight. Today: DoW's own records show it labeled Anthropic a supply chain risk for its "hostile manner through the press." A judge just blocked that. Plus: Sanders and AOC want to freeze AI data center construction.