Compass Record

Intelligence Archive

Browse every published briefing, essay, report, and signal in reverse chronological order.

The Pattern Five Stories Are Hiding

The Pattern Five Stories Are Hiding

Five signals across war, autonomous AI, defense-cloud assurance, prediction markets, and digital identity reveal the same contest: who gets to act, who verifies the act, and who bears the consequences.

Compass Intelligence Desk 18 min read
Compass Strategic Intelligence Scorecard — February 24, 2026

Compass Strategic Intelligence Scorecard — February 24, 2026

The February 24 scorecard follows selective AI-linked market strength, agentic payments, geopolitical and tariff pressure, cartel succession, and policy-to-infrastructure convergence to show how early signals evolved without inventing retrospective certainty.

Compass Intelligence Desk 18 min read
The Model That Broke the Pricing Wall
fortress-signal

The Model That Broke the Pricing Wall

GLM-5.2 is not proof that premium AI pricing has vanished. It is evidence that open access, serving innovation, and provider competition are forcing the market to defend its old assumptions.

Compass Intelligence Desk 12 min read
Morning Briefing: March 6, 2026 | Jobs Shock, Gas, and the Cost of Drift
Signal Intelligence

Morning Briefing: March 6, 2026 | Jobs Shock, Gas, and the Cost of Drift

The U.S. economy lost 92,000 jobs in February. Economists expected a gain of 50,000. Gas prices hit their highest point under this administration. The Iran conflict is running at $1 billion a day. And overnight, Anthropic found 14 high-severity bugs in Firefox that two decades of testing had missed.

Compass Intelligence Desk 8 min read
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