AI Signals Report
Microsoft's Work Trend Index and Anthropic's Economic Index — two unrelated datasets — point at the same conclusion: AI value in banking is decided by the operating model, not the tooling. Here's what that means for corebanking.
AI Signals Report
Xi Jinping's WAIC 2026 keynote gave open-source AI exactly one sentence — and closed on being ready to change course. If your bank is building on Chinese open-weight models, that ratio is the strategy question. Part 1 of 3.
AI Signals Report
On 2 August, the EU AI Act's transparency obligations become enforceable. Six concrete scenarios from a bank's floor — chatbot, RM emails, market commentary, campaigns, call centre, agents — show why nobody owns this yet.
AI Signals Report
The market stopped hiring juniors because of AI — entry-level postings are down 32% in Switzerland alone. The data says that's the wrong conclusion, and the firms that see it have a rare window.
AI
This week extends a signal that has been building for the past two weeks: enterprise AI is moving from “can it answer?” to “can it be controlled, priced, and run inside real operating constraints?” Senior engineers and regulated-enterprise buyers should care.
AI Signals Report
A company behaves a lot like a living cell — and 2.4 billion years ago, cells faced an event that turned a poison into an engine. For a lot of companies, AI may be that oxygen. Innovation isn't a project you bolt on; it's the metabolism itself.
AI Signals Report
The whole debate assumes agents replace software engineers. Flip the arrow: Andreessen's "builder," Andrew Ng's ratio flip, and a $401M one-founder company all point the other way — the engineer who masters agents absorbs product, design, and marketing.
AI Signals Report
AI is only becoming procurement-ready when it's wrapped in audit, identity, and constrained action — not when it's merely more capable. This week's evidence: controlled write paths, inference economics, and agents coupled to truth.
AI Video
I wanted a talking AI agent to front my newsletter. Getting there took four attempts and a switch to datacenter GPUs — so instead of narrating it, I interviewed the agent that actually built the pipeline: the dead ends, the trade-offs, and why I think there's a business here.
AI Strategy
"Adopt AI" sounds like one decision. For a European company that has to keep data strictly under control, it's really a bet across inference, data, weights, jurisdiction, hardware cost — and time. Why there's no easy choice between American, Chinese, and European models.