Intelligence
Tracking the developments that actually matter — across AI, infrastructure, regulation, and enterprise execution.
Signals are early indicators of structural change: where capital is shifting, where control is consolidating, and where operating models will break.
When signals cluster, they become trends — structural patterns that shape what comes next.
Last signal: 1 hour ago
Recent Signals
EU AI Act Article 6 high-risk classification deadlines force enterprises to restructure AI governance by Q3 2026
→ Board-level AI governance becomes non-optional — JV structures need explicit AI oversight clauses
NVIDIA announced aggressive H200 pricing suggesting training cost collapse is accelerating faster than projected
→ Private AI infra becomes viable for mid-market enterprises within 12 months
What we track
How we select
What we produce
Signals and trends inform the structural analysis in Perspectives and the operational observations in Operator Notes. They are the evidence layer — the patterns that perspectives are built on.