A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.
February 24, 2026
The Kobeissi Letter's AI abundance thesis finds a real crack in the consensus, then fills it with unfalsifiable optimism and a trading subscription pitch.
February 23, 2026
Citrini Research's speculative 2028 memo imagines AI doing exactly what the bulls promised — and the 70% of GDP that depends on human spending quietly falling apart. The timeline is wrong. The core question is not.
February 23, 2026
Noah Epstein uses Census data to show AI adoption is far earlier than most assume. The observation is valuable. The seven-business playbook that follows it skips the only part that matters.
February 23, 2026
John Loeber argues AI displacement will be slower than the doomers think. He's right about the timeline. But 'gradual' and 'manageable' are different claims, and only one is supported by the evidence.
February 23, 2026
A supplement brand cut 18 staff while growing revenue 41%. The operational wins are real. The framing is a masterclass in turning a case study into a sales deck.
February 23, 2026
A startup's close rate cratered when Claude shipped native ad integrations. The lesson isn't that AI killed them — it's that their moat was someone else's API.
February 22, 2026
OpenAI's Codex explainer is the clearest decomposition of agentic coding I've read — just remember who drew the map.
February 22, 2026
Greg Isenberg's forty-odd AI predictions contain some sharp observations about agency economics and SaaS fragility — buried under a pile of pattern-matching from the outside.
February 21, 2026
A popular five-level framework for building AI agents maps suspiciously well to one company's feature set. The advice is sound. The taxonomy is a product tour.
February 21, 2026
Amp kills its editor extensions and declares coding agents dead. The insight about shrinking scaffolding value is real. The framing as boldness rather than retreat is not.
February 21, 2026
Anthropic's Claude Code Security finds real vulnerabilities that survived decades of review. The tool is impressive. The access model raises harder questions.
February 21, 2026
A thoughtful argument that AI depends on human judgment runs headfirst into the reality that the companies building these systems treat that judgment as a cost to optimise away.
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