Compass — Strategic Intelligence

Tech & Innovation

AI, infrastructure, and the tools shaping the future

Supply-Chain Risk Is the New Blacklist
Signal Intelligence

Supply-Chain Risk Is the New Blacklist

Anthropic refused DoD terms OpenAI accepted. The result: a supply-chain risk label that does not require proof - just paperwork.

3 min read
The AI Coding War Is a Philosophy War
Tech & Innovation

The AI Coding War Is a Philosophy War

Claude Code vs. ChatGPT Codex isn't a product comparison. It's two incompatible visions of developer identity — and only one can win.

5 min read
The App on Your Phone That Watches Everything
Signal Intelligence

The App on Your Phone That Watches Everything

Government-mandated software on personal devices is the most efficient surveillance mechanism ever designed. Russia deployed it. The trend is spreading. The ACLU is sounding the alarm.

5 min read
Your Phone Is the New Data Center
Tech & Innovation

Your Phone Is the New Data Center

The migration of AI from cloud to edge isn't a feature upgrade. It's the mainframe-to-PC shift happening again, and the companies that dismiss it will lose everything.

5 min read
The $550K Model That Humbled Silicon Valley
Signal Intelligence

The $550K Model That Humbled Silicon Valley

While American AI labs burn billions, Chile built Latam-GPT for $550K. The lesson isn't frugality. It's who decides what intelligence looks like.

5 min read
MCP Won: How One Protocol Became the Nervous System of Agentic AI
Tech & Innovation

MCP Won: How One Protocol Became the Nervous System of Agentic AI

Anthropic built MCP, donated it to the Linux Foundation, and watched OpenAI, Microsoft, and Google adopt it within a year. NIST just built its AI Agent Standards Initiative on top of it. The protocol war for agentic AI ended before most people knew it started.

4 min read
China's Open-Source AI Takeover Is Already Here
Tech & Innovation

China's Open-Source AI Takeover Is Already Here

In one week, Chinese AI labs released a wave of models that match Western frontier performance at a fraction of the cost. Qwen has more downloads than Llama. Eighty percent of startups on open-source use Chinese models. The export controls restricted the wrong variable.

4 min read
The Permanent Underclass: What Happens When AI Writes Better Code Than You
Tech & Innovation

The Permanent Underclass: What Happens When AI Writes Better Code Than You

A 20-year-old CS student dropped his major for nursing school. Microsoft says 30 percent of its code is AI-written. The SaaSpocalypse wiped $2 trillion in software valuations. The profession that built Silicon Valley is being dismantled by the tools Silicon Valley built.

4 min read
The Middle Is Collapsing
Signal Intelligence

The Middle Is Collapsing

Fiverr cut management layers and called it AI-first. Amazon restructured thousands of roles citing automation. The pattern is clear: AI is eliminating the people whose job was to coordinate other people. The middle of every organization is dissolving, and nobody has a plan for what comes next.

4 min read
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