SIGNALS

Research, investment, and the weekly signal

Deep dives on verification and reliability, plus where capital actually meets constraint.

ResearchComing soon

Agent Reliability: Your Harness Is the Product

Why long-running agents fail, and the verification loops that keep them honest.

Coming soon
18:05
SeedsGrown here

Building an agent harness from scratch. Build log #1

WatchJun 2026
ResearchMay 2026

Can AI Judge AI?

What LLM-as-judge gets right, where it quietly fails, and how to calibrate it before you trust it.

InvestmentApr 2026

Ranking Bottlenecks for AI Infra Investment

A framework for where the real constraints sit: compute, data, energy, or trust.

12:40
SeedsYouTube

We Are as Gods, and what we lost when we stopped being awed

WatchMar 2026
Research AgentJan 2026

Infra Signal Tracker

A living dashboard of AI infra signals: capex, capacity, and constraint moves that matter.

Auto-compiled weekly. Verified by hand before it ships.

Read past issues

Signal Garden

THE WEEKLY SIGNAL

Notes on AI, growth, and humanity. Every week.