16 Jul 2026
Signal Headquarters
Vol. I
No. 118

The discourse · 16 July 2026

13 Jul

“So like Anthropic and OpenAI in particular are trying to automate themselves. Like they're trying to make it the case that um they don't really need human employees anymore.”

15 Jul

Sam Altman concedes that AI has been net job creating so far, against his own prior expectations.

14 Jul

Satya Nadella on the hidden cost of AI services: users pay twice, once with money and once with proprietary knowledge.

15 Jul

Ramez Naam warns that AI 2040 uses speculative doomsday framing to justify real authoritarian surveillance infrastructure.

15 Jul

Howard Marks on why Oaktree shrinks its next fund after strong performance.

15 Jul

Corey Gannon on the gap between perceived and actual value of async access in AI consulting retainers.

15 Jul

Rory O'Driscoll on the AI industry's capital burn versus revenue gap.

15 Jul

Peter Boockvar draws a hard line between the AI capex bubble and the underlying technology.

15 Jul

Peter Boockvar on China's strategic priority in AI and technology competition.

13 Jul

Dario Amodei puts the probability of AI causing human extinction at 70%.

13 Jul

Dario Amodei on OpenAI's early motivation: fear that Demis Hassabis would seize control with AGI.