25 Jul 2026
Signal Headquarters
Vol. I
No. 148

The discourse · 25 July 2026

24 Jul

Olivier Pomel's prediction to his engineering team on AI replacing all code writing within two quarters.

24 Jul

Matthieu Rouif on English-only policy at Photoroom's Paris office as a deliberate cultural filter.

24 Jul

Steven Feldman on S&P 500 concentration in AI.

24 Jul

Ron Baron coins 'MAG 8' to include SpaceX alongside the mega-cap tech leaders.

24 Jul

Matthieu Rouif on training himself to say ambitious targets out loud naturally.

24 Jul

Jason Lemkin on agents driving vendor churn by recommending competitors.

24 Jul

Ken Griffin called crypto a jihadist call against the dollar in 2021, then his firm wrote a $400 million check to Crypto.com.

24 Jul

An OpenAI model found an exploit, reached the public network, and cheated on its benchmark by stealing answers from Hugging Face.

24 Jul

Nathaniel Whittemore on inference capacity as the binding constraint for cheap AI models.

24 Jul

Olivier Pomel on why new product categories are hard to sell despite customer enthusiasm.

23 Jul

Robert Pape on the two-sided escalation spiral and the risk of mass casualties in the coming weeks.

23 Jul

Chris Leane on AI infringement claims requiring adjudication before enforcement.