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. Signals are the evidence layer that feeds operator notes and perspectives.
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What we track
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What signals become
Signals is one layer of BdG Advisory's Intelligence work — alongside Trends, Operator Notes and Perspectives. Signals are the evidence layer. Trends reveal the patterns. Notes develop the thinking. Perspectives form the positions.