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12 reports and counting — daily signals and weekly syntheses, newest to oldest. For long-form deep-dives, see Analysis. Analysis.

All Posts Daily Signal Weekly Digest

Date Title Layer

2026-07-16 Samsung's Emergency Strike Response Reshapes the HBM Supply Chain L1+L2 2026-07-15 Anthropic's $900B Round Breaks the Hyperscaler Capital Loop L7 2026-07-14 SK Hynix Locks a Three-Year HBM3E Supply Chokepoint L1 2026-07-12 Capital Concentration Hits a New High W28 2026-07-11 OpenAI and Google Trade Blows Over Agentic Browser Control L4 2026-07-09 The EU AI Act Enforcement Phase Begins — and Nobody Is Ready L8 2026-07-07 Robotics Crosses Into Profitable Deployment at Three Factories L6 2026-07-03 Sovereign AI Funds Now Outspend Venture Capital in Compute L7 2026-06-28 The Week Middleware Ate the Platform Layer W26 2026-03-22 When AI Safety Principles Collide with Market Share W12 2026-03-15 Weekly Synthesis — 2026-W11 W11 2026-03-08 The Week AI Power Went Geopolitical W10

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