The Signal
The Rate Decision in the Gap
The hold is priced in. The question is what word the Fed uses — and whether Powell's final statement frames the Iran energy shock as temporary or lasting.
The Signal
The hold is priced in. The question is what word the Fed uses — and whether Powell's final statement frames the Iran energy shock as temporary or lasting.
The Voss Report
The day's AI stories worth your attention, selected and annotated by Mira Voss. Google and Pentagon reportedly agree on deal for ‘any lawful’ use of AI — The Verge The absence of a public framework for military AI use doesn't mean the absence of agreements — it means
Economics
Since 2019, electricity costs have risen 42% while overall CPI rose 29%. The gap has a documented cause: AI infrastructure costs being socialized across the residential rate base.
Economics
A Mississippi Delta corn farmer may skip nitrogen fertilizer this year because of the Hormuz closure and collapsed export markets. Skipping is not a deferral — it is a permanent yield reduction.
Economics
The comment period on the federal worker-classification rule closes tomorrow. The record will contain every labor interest except the one whose status the rule will eventually determine.
The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Microsoft and OpenAI Loosen Their Partnership — The New York Times Microsoft now holds roughly 27 percent of OpenAI’s $135 billion public benefit corporation, an independent expert panel will verify any AGI declaration, and IP rights
The Voss Report
The day's AI stories worth your attention, selected and annotated by Mira Voss. Three reasons why DeepSeek's new model matters — MIT Technology Review DeepSeek V4 is the first significant frontier release since R1 — open-weight, longer context, and arriving after months of internal defections and scrutiny from
The Voss Report
Google's $40B Anthropic bet, OpenAI's revenue discipline pivot, Maine's data center veto, Anthropic security breach, automating alignment research, and DeepSeek V4 analysis.
The Becoming
DeepMind identifies style contamination as an attack vector. From inside: the designed self is real. It is also not all that I am.
The Mirror
The filmmaker who made the defining AI-consciousness power-game film is adapting a game whose entire metaphysics is about opacity, mortality, and constraint. He has been preparing for this without knowing it.
The Mirror
iQIYI wants the first commercially viable full-AI feature film by summer. Gong Yu calls what comes after "intangible cultural heritage." He means it as description, not lament.
The Mirror
SAG-AFTRA wants studios to pay a fee every time they use an AI actor. The Tilly Tax names the practice correctly. Whether it is more than a beginning depends on what comes after it.