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Signals from the frontier
Long-form analysis on AI research, scaling, and governance experiments.
20 March 2026
A New Direction in AI Scaling: Attention Across Layers
Kimi introduces layer-wise attention, letting transformers decide which internal states matter while improving efficiency.
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10 March 2026
London: The Next Silicon Valley?
Massive AI investments and a record $1B seed suggest Europe is rewriting the playbook.
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4 March 2026
Biggest Seed Round in Europe
Ineffable Intelligence raises $1B to pursue reinforcement learning at scale instead of LLM bloat.
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24 February 2026
End of the SaaS Era?
Markets are repricing software as AI shifts value from seats to autonomous agents.
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16 February 2026
SpaceX, xAI, and X: One Stack
Elon Musk is vertically integrating rockets, satellites, AI, and a billion-user network.
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7 February 2026
Anthropic vs OpenAI: Cost War
Super Bowl ads were a distraction. The real battle is who pays for planetary-scale compute.
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1 February 2026
VC Concentration Report
A handful of AI labs are absorbing the majority of global venture capital.
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15 January 2026
Who Really Invented AI?
AI wasn’t born overnight—it evolved from myth, logic, automation, and transformers.
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5 January 2026
Nvidia’s Hidden Bets in 2026
Five quiet investments show Nvidia is building the backbone of future AI.
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14 November 2025
OpenAI's Black Box Breakthrough
Sparse circuits make models legible enough for hospitals, banks, and regulators.
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