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,
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
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
The Signal
The Recession Frame: What the IMF Just Said About AI's Bet on Growth
The IMF April 2026 WEO is the first primary document from a major multilateral institution framing the current moment as recession risk. The AI buildout was modeled on growth. That model is now being evaluated against a recession baseline.
The Signal
The Seizure: What Happens When the Ceasefire Runs Out
The US seized an Iranian cargo ship in the Strait of Hormuz Sunday. The ceasefire expires Wednesday. Iran says talks may not happen. This is the update that changes the probability distribution on energy markets and AI capital economics.
The Voss Report
The Voss Report — April 21, 2026
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Amazon Plans to Invest Up to $25 Billion in Anthropic — The New York Times When a cloud provider commits to spending $100 billion of its client’s money on its own infrastructure, the word for that
The Mirror
Slop or Cinema? On the First Full-AI-Background Feature Film
Ryan Kavanaugh says the film wouldn't exist otherwise. That's a theory of existence, not a theory of value. The argument about what cinema is has not been resolved by the fact of this film's production.