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advertising
4 articles
Signal Briefing: March 11, 2026
Tech earnings reveal AI monetization patterns, model efficiency gains compress inference costs, and climate tech funding reaches a critical inflection point.
AI and the Future of Search
AI-powered answer engines are dismantling the link-based search paradigm that has dominated the internet for two decades, threatening the $200 billion search advertising market and forcing Google into the most consequential strategic pivot in its history.
The Long View: The Attention Economy Is Dead. What Comes Next?
For two decades, attention was the scarce resource that organized the digital economy -- now AI intermediaries filter, summarize, and act on information without human attention, and the entire economic logic of the internet is shifting beneath our feet.
Signal Briefing: January 6, 2026
New AI model releases raise the performance bar, semiconductor earnings previews signal demand shifts, and the API economy matures.