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.

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