The Signal
The week’s AI and business tech news, verified by a physician who reads the filings. Every issue: one thread, one number worth remembering, one thing you can use. Get it by email →
July 13, 2026
The lock-in already started
Free compute with strings attached, agents that remember everything, and 8,900 engineers who move in and stay.
July 13, 2026
The data center brought its own power plant
Meta builds a gas plant, Google buys fusion before it exists, and the bottleneck nobody prices in.
July 13, 2026
Your coding tool speaks Chinese
A trillion-parameter model hiding inside Western tools, DeepSeek designing its own chip, and the nine-month ASIC.
July 13, 2026
The flaw scored a perfect 10
An exploited 10.0, twin 9.2s inside the security tools themselves, and 67 percent of your machine accounts with no ID.
July 13, 2026
Who pays for all of this?
A $25 billion bond, a $19 billion lease, and a bitcoin miner selling the vault at a loss. The money knows something.