• PulseSignals across the stack
  • TrajectoryWhere the AI stack is heading
    • Capability
    • Power & geography
    • Governance & society
  • ArenaPlayers mapped by functional domain
  • RelationshipsWho's aligning, who's competing
  • ParallelsHistorical patterns that explain now
  • DossiersThe companies, in depth
  • ThreadsStories, signals, and patterns
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Trajectory

Stories8Updatedyesterday

What AI can do

Capability

  • Agents are crossing from demos to real work
  • The cost of AI is collapsing
  • The race for the most capable AI

3 stories →

Who controls it, where it's built

Power & geography

  • AI is becoming a power-grid problem
  • AI is splitting along US–China lines

2 stories →

How AI fits into the world

Governance & society

  • AI is being built into everything you already use
  • AI is starting to replace work, not just help with it
  • Regulation is loosening, not tightening

3 stories →

PulseTrajectoryArenaRelationshipsParallels