TRANSMISSIONS
All Signals
First-principles deconstruction of AI, space, and civilizational shifts. Sorted by time of transmission.
7 signals
Eleven Days / How One Company Won the Future and Lost Its Government
In eleven days, Anthropic shipped a frontier model, exposed industrial-scale espionage, crashed the cybersecurity sector — and got banned by the US government for refusing to build autonomous weapons.
The 84% Gray / The AI Era You Think You're In Hasn't Started
84% of humanity has never touched AI. You are the 0.04%. The S-curve hasn't bent yet — when it does, the speed will exceed everyone's expectations.
Capability Convergence / When All Code Is Perfect, the Real War Begins
Musk's self-driving analogy for coding AI reveals the deeper signal: when capability converges, taste is the only moat.
Three Routes / The End of the Unified Narrative
The 'universal model' narrative is fracturing. Three companies stopped taking the same exam — and the fracture itself is the most important signal.
Verification Loops / Blade Runner 2049 Through the Intelligence Lens
This isn't a film about becoming human. It's a film about verification failure — and a precise mirror of how we relate to AI in 2026.
The Moon Is an Unawakened GPU / The Endgame for Compute Isn't on Earth
Every civilizational leap begins with redefining a resource. The Moon is not a destination — it's a dormant compute mine.
Gemini 3 Deep Think / When Reasoning Becomes Infrastructure
Deep Think isn't 'smarter chat' — it's AI running the middle mile from idea to manufacture. The API opening is the real inflection point.