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Nvidia's $68B Q4 and the Agentic AI Inflection
Nvidia $68B Q4, DeepSeek V4 locks out US chipmakers, Alibaba's Qwen3.5 matches Sonnet on 32GB hardware.
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The Signal
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The Year That Changed Everything
Not hype. Not fear. A timeline of the 13 months that rewired the AI stack — from the reasoning threshold to the first confirmed AI-assisted government breach.
Anthropic Drops Its Flagship Safety Pledge, Claude Found 500 Zero-Days
Anthropic drops its safety pledge, Claude finds 500 zero-days, Liquid AI ships a 32GB frontier model.
Signal Brief — February 18, 2026
GPT-4o is dead. Alibaba goes agentic. China's wave breaks.
Signal Brief — February 11, 2026
Claude gets agent teams. OpenAI locks down. Hackers target agents.
Signal Brief — February 4, 2026
Google knows your inbox. Chinese models ship next week.
Signal Brief — January 28, 2026
Davos bets on agents. Beijing races. Chips get cheaper.
Signal Brief — January 21, 2026
One year post-DeepSeek. Davos confronts AI job math.
Signal Brief — January 14, 2026
DeepSeek V4 incoming. Commerce turns agentic.
Signal Brief — January 7, 2026
State AI laws live. Jensen sees physical AI moment.
Signal Brief — December 31, 2025
Meta buys agents. Trump blocks states. Claude codes.