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Past Briefings

Feb 3, 2026

The Agentic Layer Eats the Web (and the Workforce)

How Google and Anthropic's race to control the 'action layer' is commoditizing the web while Amazon proves AI can profitably replace 16,000 white-collar workersToday marks the definitive shift from 'chatbots' to 'agents' as Google and Anthropic race to build the final interface you'll ever need—commoditizing the web beneath them. Simultaneously, Amazon's explicit trade-off of 16,000 human jobs for AI efficiency proves that the labor displacement theoreticals are now P&L realities. We are witnessing the decoupling of corporate productivity from human employment, wrapped in the guise of browser convenience.The War for the Action Layer: Chrome vs. ClaudeThe interface war has moved...

Jan 1, 2026

Signal/Noise

Signal/Noise 2026-01-01 The AI industry enters 2026 facing a fundamental reckoning: the easy money phase is over, and what emerges next will separate genuine technological progress from elaborate venture theater. Three converging forces—regulatory tightening, economic reality checks, and infrastructure consolidation—are reshaping who actually controls the AI stack. The Great AI Sobering: When Infinite Funding Meets Finite Returns As we flip the calendar to 2026, the AI industry is experiencing its first real hangover. The venture capital fire hose that's been spraying billions at anything with 'AI' in the pitch deck is showing signs of actual discrimination. This isn't about a...

Dec 30, 2025

Signal/Noise

Signal/Noise 2025-12-31 As 2025 closes, the AI landscape reveals a deepening chasm between the commoditized generative layer and the emerging battlegrounds of autonomous agents, sovereign infrastructure, and authenticated human attention. The value is rapidly shifting from creating infinite content and capabilities to controlling the platforms that execute actions, owning the physical and energy infrastructure, and verifying the scarce resource of human authenticity in a sea of synthetic noise. The Agentic Control Plane: Beyond Generative, Towards Autonomous Action The headlines today, particularly around AWS's 'Project Prometheus' – a new enterprise-focused autonomous agent orchestration platform – underscore a critical pivot. We've long...