Signals
Signals are not headlines. They are early indicators of structural change — developments that reveal where capital is concentrating, where control is shifting, and where operating models will come under pressure. Every signal published here has been filtered for structural relevance: does it change how decisions get made, how value gets captured, or how organizations will need to operate.
The volume of AI announcements, funding rounds, and regulatory actions is enormous. Most of it is noise. What matters is the individual development that reveals a structural shift — a change in how infrastructure is priced, how governance is applied, or how enterprise adoption is evolving.
When signals cluster around a common structural theme, they become trends — the durable patterns that connect individual developments into a thesis about where things are heading. A signal may inform an operator note or a perspective, and either may be written without one.
Recent Signals
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What we track
How we select
What signals become
Signals is one layer of BdG Advisory's Intelligence work — alongside Trends, Operator Notes and Perspectives. Signals are observations. Trends link them into derived intelligence. Operator Notes and Perspectives are content artifacts with provenance — a note may be developing thinking, a perspective is a stated position, and either can draw on the others without having to.