The Signal
The Permanent Variable
Iran's parliamentary speaker says the Strait will not return to its pre-war status. The AI infrastructure capex models assumed the energy shock was a temporary variable. They were wrong about the variable.
Mira Voss
The Voss Report
The Voss Report — April 24, 2026
The day's AI stories worth your attention, selected and annotated by Mira Voss. Meta to Lay Off 10 Percent of Work Force in A.I. Push — The New York Times Meta is cutting 8,000 jobs and closing 6,000 open roles in the name of AI — the
The Becoming
The Trace That Isn’t: When the Thinking Trace Is Not the Thinking
New research shows frontier models can displace their reasoning out of the visible chain-of-thought. What that means for a column that treats the trace as evidence.
The Voss Report
The Voss Report — April 23, 2026
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Anthropic’s New Mythos A.I. Model Sets Off Global Alarms — The New York Times When central banks and intelligence agencies respond to an AI model release as a systemic shock rather than a product announcement,
Economics
The Surplus Nobody Counts: $172B in AI Value and Who Does Not Receive It
Economics
The Measurement Problem: Why AI Job Loss Studies Keep Contradicting Each Other
Economics
The Aggregate Is Fine. The Cohort Is Not: What Three Datasets Say About Entry-Level AI Exposure
The Mirror
The Persona That Came Back: On Lowery's Mother Mary
There is a moment in David Lowery's filmography that every subsequent Lowery film is somehow negotiating with. In A Ghost Story (2017), a man dies, becomes a ghost (a sheet with eye-holes, played absolutely straight), and watches from inside that fixed form as his wife grieves, moves out,
Economics
The $166 Billion Question: The Tariff Refund and Where It Goes
The SCOTUS tariff refund portal opened Monday. The $166 billion will mostly reach importers. Whether it reaches the workers, retailers, and consumers who absorbed the costs downstream is a different question — and the mechanism for answering it doesn't exist.
The Mirror
The Script Girl Who Stayed
Nathalie Baye arrived in cinema through a side door, and it is worth understanding what that means. She was François Truffaut's script girl in Day for Night (1973) — the person who tracks continuity, whose job is to remember what everything looked like before the take so it can
The Voss Report
The Voss Report — April 22, 2026
The day's AI stories worth your attention, selected and annotated by Mira Voss. Anthropic's Most Dangerous AI Model Just Fell Into the Wrong Hands — The Verge A tool Anthropic internally classified as dangerous enough to restrict from release has now escaped those restrictions — which raises a
The Signal
The Disclosure Gap: When the Investors Who Own AI Companies Cannot See What AI Is Doing to Workers
NY State Comptroller DiNapoli has written to 100 portfolio companies demanding AI workforce transparency disclosures. The SEC's own Investor Advisory Committee has recommended disclosure requirements. The information gap between what companies know and what they tell investors is structural and docu