The newsletter

Signal & Noise

A weekly, five-minute AI brief for decision-makers. I read ~25 newsletters, dedupe them into the handful of stories that actually matter, and tell you the strategic and financial so what, with the hype flagged, not forwarded.

Issues

No. 001 · June 29, 2026

The AI you can’t just buy anymore

Frontier AI just became government-gated, the Magnificent 7 shed ~$2T in a month, and memory quietly became the real bottleneck. What it means for decision-makers.

A new issue lands every week.