A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.
February 20, 2026
Obie Fernandez says your multi-year AI strategy is a death sentence. The advice is good. The 'one engineer, one weekend' framing isn't.
February 20, 2026
Packy McCormick's AI strategy framework is the best I've read this year. It's also written entirely for founders and investors. The rest of us are still waiting.
February 20, 2026
Chamath uses Medallion Fund's returns to argue for autonomous AI investing. The example is unimpeachable. The leap from it to your portfolio isn't.
February 20, 2026
Annie Lowrey's Atlantic piece on AI and white-collar jobs nails the structural-vs-cyclical distinction. The forecast is shakier than the diagnosis.
February 20, 2026
A study using real spending data finds a 33:1 cost ratio when firms swap freelancers for AI. The number is real. What it generalises to is another matter.
February 18, 2026
Greg Isenberg declares the Skill Era of the Internet. The frame is good. The analogy to Stripe-style infrastructure is where it falls apart.
February 18, 2026
Claire Vo's same-day heuristic for organisational speed is useful. The FOMO framing and fire-everyone prescription around it is not.
February 18, 2026
A viral post calls out fake AI agent content — while running the same playbook. On the credibility game that every hype cycle produces.
February 18, 2026
OpenForage's AI swarm design document describes an interesting ensemble theory — wrapped around a centralised hedge fund with an API.
February 18, 2026
A crypto trader's viral AI class-war thread cites real data, then builds a sales funnel on top of it. On the gap between evidence and conclusion.
February 17, 2026
The real story in Anthropic's Sonnet 4.6 launch isn't the model — it's what happens when frontier capability migrates down the price curve.
February 17, 2026
Nicolas Bustamante's framework for vertical software disruption is useful — but the founder building the disruptor has skin in the game, and the last 20% of capability is where the liability lives.
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