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The Signal
Intelligence Layer
The companies building AI. The people making the moves. Coverage intensity reflects brief mentions — a proxy for who actually matters right now, not who has the best PR.
Updated March 8, 2026 · Dimmed profiles are queued — signal accumulates before we write.
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| Foundation Models · Open WeightsDeepSeek10 briefsThe Chinese lab that reset the valuation math. Frontier performance on hardware US export controls were meant to block.Profile in progress |
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| Foundation Models · Cloud · SearchGoogle9 briefsGemini, TPUs, Search, Cloud, DeepMind. The largest surface area in AI — and the most complex internal politics.Profile in progress |
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| Enterprise · CloudMicrosoft8 briefsTurned a $13B OpenAI bet into a platform strategy. Azure, Copilot, GitHub Copilot — the enterprise AI stack.Profile in progress |
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| Research · Foundation ModelsGoogle DeepMind1 briefsDemis Hassabis's merged entity. Cracked protein folding. Now carries Google's frontier research ambitions.Profile in progress |
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| Foundation Models · Open SourceMeta1 briefsLlama, open weights, social AI at scale. Zuckerberg's bet: open source as competitive moat.Profile in progress |
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| Foundation Models · EuropeMistral AI1 briefsEurope's answer to the frontier model race. Efficient, open, opinionated about sovereignty.Profile in progress |
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| Search · AgentsPerplexity1 briefsAI-native search that answers instead of links. Growing fast enough to worry Google.Profile in progress |
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| Foundation ModelsxAI—Elon Musk's counter-bet. Grok, X integration, and the theory that less alignment-constrained models unlock more utility.Profile in progress |
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| Venture Capitala16z—The VC firm most aggressively shaping the AI narrative — and investing to match.Profile in progress |
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