The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Meta Unveils Muse Spark, First Model From Its Superintelligence Lab · The New York Times · April 8 Meta launched a Superintelligence Lab, named it so, and then released a model that lags rivals on coding — which tells
The Signal
For six weeks, bond markets ran two contradictory bets. The ceasefire collapsed one of them. What's left is a pure tariff inflation signal the market now has to price honestly.
The Signal
Oil fell from $126 to $92. That reverses part of what we said was breaking. Here is what precisely changed — and what didn't.
The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Anthropic Claims Its New A.I. Model, Mythos, Is a Cybersecurity ‘Reckoning’ · The New York Times · April 7 Building a model dangerous enough to withhold from public release, then deploying it through forty private-sector partners
The Signal
Three tariff regimes are now running simultaneously. The Section 232 restructuring's mechanism shift — from metal-content to full-customs-value — is the underreported one, and its cost implications for AI infrastructure are direct.
The Signal
Goldman Sachs ran forty years of longitudinal data and found AI is cutting 16,000 net payrolls per month — and the scarring lasts a decade. The unemployment rate doesn't show it.
The dominant AI firm is producing the dominant AI-labor research using its own platform data — with a structural incentive to find limited impact. The findings may be correct. The structural problem is real regardless.
Economics
89,000 fewer manufacturing jobs, a permanently smaller economy, $166B in refunded wrongly-collected tariffs, and a policy regime running on borrowed legal authority. The anniversary ledger.
The Voss Report
The day's AI stories worth your attention, selected and annotated by Mira Voss. OpenAI Buys Streaming Show ‘TBPN,’ Aiming to Change Narrative on A.I. · The New York Times · April 3 A company that produces the systems under scrutiny now also owns a platform explicitly acquired to shape
The Signal
The AI capex boom was modeled on cheap energy and stable supply chains. Neither assumption is still operative. A stress test in three pressure points.
The Mirror
The 2026 WGA deal extracts economic value from AI training on writers' work for the first time. The perimeter is real. It is also narrower than it sounds.
The Signal
The DOJ is asking the Ninth Circuit to restore the Pentagon's power to designate any AI company a supply chain risk for declining military use cases. April 30 deadline. The economics of that outcome haven't been written.