Signals and Noise

Where information becomes intelligence. Signals and Noise delivers weekly analysis cutting through market static to spotlight the developments that actually reshape capital flows and investment landscapes.

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Black Friday's AI Conversion Gap

December 12, 2025
The AI Shopping Assistant That Doubled Conversion While Legacy Retail Celebrated Single-Digit Gains

Google's 1000x Capacity Target

December 5, 2025
Google's 1000x AI Capacity Target and the Efficiency Thesis

The Quantum Breakthrough

November 28, 2025
Quantum Computing's Dark Horse: Why Neutral Atom Systems Could Upend the IBM-Google Duopoly

GPUs: How Long Do They Really Last?

November 21, 2025
Why GPU Useful Life Is the Most Misunderstood Variable in AI Economics

The $1.4 Trillion Contradiction

November 14, 2025
The $1.4 Trillion Contradiction: When Public Disavowals Meet Private Lobbying

China's Rare Earth Weaponization

November 7, 2025
China's Rare Earth Weaponization: When Relief Signals Escalation

Off-Grid Energy

October 31, 2025
Off-Grid Intelligence: How AI Is Rewriting the Energy Map