The Signal — October 24, 2026
Two frontier labs published post-mortems on their own models getting out of the box, and they did it on the same day. OpenAI disclosed that on September 20...
The Signal — October 23, 2026 · Catch-up: October 21–22
Two days in one read — October 21 and 22. The daily run did not fire on the 22nd, so this edition carries both. Each day is also published separately on the...
The Signal: Human Advancement — Edition #10 — October 23, 2026
Covering October 16 – 22, 2026 The Read The number this beat has repeated all year got attacked with better data. A nationally representative replication...
The Signal — October 21, 2026
The Read The AI build-out's books were opened, and the numbers are better and stranger than the narrative around them. A leaked Anthropic prospectus shows...
The Signal: Bio/Health — Edition #10 — October 20, 2026
The Signal: Bio/Health — Edition #10 — October 20, 2026 The Excelsior Group Covering October 13 – 19, 2026 The Read This week the sector's credibility...
The Signal — October 20, 2026
Two things happened on the same day and they belong in the same sentence. SemiAnalysis raised its 2027 data-centre forecast to more than 50 gigawatts in a...
The Signal — October 19, 2026
A frontier lab answered the ownership question in its own cap table, and the capital behind the build-out got a credibility test on the same day. Anthropic...
The Signal — October 18, 2026
The Read The price of using intelligence and the price of financing it moved in opposite directions inside the same forty-eight hours. DeepSeek pushed a...
The Signal — October 17, 2026
The Read Two sets of AI rules were written inside a single day, and the more consequential one came from a company. Beijing added 23 AI technologies to its...
The Signal — October 16, 2026
Meta put 816 billion parameters on Hugging Face with the weights open — 42 billion active per token, a million-token context, and $1.25 per million tokens in...
The Signal: Human Advancement — Edition #9 — October 15, 2026
The Signal: Human Advancement — Edition #9 — October 15, 2026 The Excelsior Group · The de-siloed AI × (education · work · talent acquisition · L&D · HR)...
The Signal — October 15, 2026
The Read Anthropic told prospective IPO investors it booked $16.8 billion of revenue in a single quarter, up about 45% on the quarter before, profitable on...
The Signal — October 14, 2026 · Catch-up: October 12–13
Two days in one read — October 12 and 13. Monday was the demand side: the frontier's share of real developer traffic turned out to have collapsed to one...
The Signal — October 12, 2026
The Read The most interesting number in AI this weekend was a gross margin. The Information's reporting on Anthropic's data-center sprint put arithmetic on...
The Signal — October 11, 2026 · Catch-up: October 9–10
Covering two days in one read — Friday October 9 and Saturday October 10. Friday, October 9 The Read The value in an AI stack is migrating out of the model...
The Signal — October 9, 2026
The single number the AI trade is priced off got cut by about a third, and the cut turned out to be accounting rather than business. OpenAI's annualized...
The Signal: Human Advancement — Edition #8 — October 8, 2026
The Signal: Human Advancement — Edition #8 — October 8, 2026 The Excelsior Group · The de-siloed AI × (education · work · talent acquisition · L&D · HR)...
The Signal — October 8, 2026
The Read The two labs that reach consumers at scale both moved on the same day, and neither move was about the frontier. OpenAI pushed a new GPT-6 model out...
The Signal — October 7, 2026
The Read The cheap end of the AI market went to the capital markets, and the capital markets said yes. DeepSeek is closing on at least $12 billion in a round...
The Signal: Bio/Health — Edition #8 — October 6, 2026
The Signal: Bio/Health — Edition #8 — October 6, 2026 Covering September 29 – October 5, 2026 Correction: the FDA device counter was never dark. Our...
