Daily intelligence on AI, technology, and the decisions that follow.
Written for people who make decisions — not people who make predictions.
Get The Signal →Free to start. No spam. Unsubscribe anytime.
New evidence shows multi-hour agent task horizons and widening control gaps. It still does not establish recursive self-improvement or economy-wide job replacement.
Read the feature →Bezos wants $100B to automate factories. The White House wants one AI law for all 50 states. Meta's agent leaked data for two hours.
Read the briefing →Cursor builds its own model. OpenAI buys its toolchain. 45K layoffs, 20% owned by AI. Three signals pointing the same direction.
Meta's ML agent runs in production, Jensen redefines compensation with token budgets, and Microsoft codifies Zero Trust for AI.
OpenAI goes classified. Atlassian cuts 10% citing AI. A CEO puts a number on what college grads are about to face.
NVIDIA doubles its revenue forecast to $1T, ships the first commercial humanoid robot model, and open-sources world simulators for surgical AI.
Dorsey's 40% cut under scrutiny, NVIDIA builds the first CPU for agents, and inference cost drops 10x.
Morgan Stanley puts numbers on the deflationary shock. Meta funds its AI bet by cutting 20% of its people. And agents now have their own social network.
For twenty years, Microsoft Office was the universal job credential. The same inflection is happening now with AI — except the cycle that took fifteen years is compressing into eighteen months. The tools to adapt are free. The window is now.
Atlassian cut 1,600. Meta's cutting 20%+. ServiceNow's CEO put a number on it. Five days, one pattern — the AI cost trade made explicit.
The AI gap between enterprise and everyone else isn't about tools. It's about implementation capacity. And the gap is compounding.
OpenAI buys Promptfoo. Meta bets on agent social infrastructure. Nvidia ships an open-weight model built for agents, not repurposed for them.
56% wage premiums. 15 cities. Same faces. The people building AI look exactly like the people who built the last revolution — and we already know how that ended.