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The 12-to-72 Problem: Computer-Use Agents Hit Human Scores but Miss the Point
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The 12-to-72 Problem: Computer-Use Agents Hit Human Scores but Miss the Point

Computer-use agents jumped from 12% to 72% on OSWorld in 18 months. The scores look like progress. The latency and efficiency numbers tell a different story.

4 min read
DeepSeek Explained: How a Chinese Lab Rewrote AI Economics
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DeepSeek Explained: How a Chinese Lab Rewrote AI Economics

DeepSeek's R1 matched OpenAI's o1 on math and coding benchmarks. The claimed training cost: $5.6 million. The real figure is more complicated, and more interesting.

7 min read
China's $125 Billion AI Bet: State Cash, Chip Shortages, and the DeepSeek Surprise
Signal

China's $125 Billion AI Bet: State Cash, Chip Shortages, and the DeepSeek Surprise

China's state-led AI investment dwarfs most nations, but the semiconductor constraint creates a ceiling that money alone can't break through.

6 min read
The UAE's AI Gamble: $148 Billion, Open-Source Models, and the Race to Leave Oil Behind
Signal

The UAE's AI Gamble: $148 Billion, Open-Source Models, and the Race to Leave Oil Behind

The UAE is using sovereign wealth to build sovereign AI. Falcon LLM and massive infrastructure investment signal a serious long-term play.

6 min read
Japan's $19 Billion Gamble: Robots That Think, a Workforce That's Vanishing
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Japan's $19 Billion Gamble: Robots That Think, a Workforce That's Vanishing

Japan isn't trying to build the next GPT. It's using AI to solve a demographic crisis that makes automation an economic necessity.

7 min read
India's AI Bet: Massive Talent, Modest Capital, and a $283 Billion Industry at Risk
Signal

India's AI Bet: Massive Talent, Modest Capital, and a $283 Billion Industry at Risk

India has the developers and the data. What it lacks is compute infrastructure and the funding to keep its best AI talent from leaving.

6 min read
Singapore's AI Strategy: How a City-State Became a Governance Superpower
Signal

Singapore's AI Strategy: How a City-State Became a Governance Superpower

Singapore proves that population size doesn't determine AI influence. Its governance frameworks are being adopted worldwide.

6 min read
Germany's AI Dilemma: Manufacturing Muscle, Digital Hesitation
Signal

Germany's AI Dilemma: Manufacturing Muscle, Digital Hesitation

Germany leads in industrial AI applications but its manufacturing-first approach faces growing tension with EU-wide AI regulation.

6 min read
South Korea's Billion-Dollar AI Bet: Memory Chips, Brain Drain, and a Demographic Cliff
Signal

South Korea's Billion-Dollar AI Bet: Memory Chips, Brain Drain, and a Demographic Cliff

South Korea controls the chips that power AI training. Its national strategy aims to turn hardware dominance into AI leadership.

6 min read
France Bet €109 Billion on AI Sovereignty. Here's What It Actually Bought.
Signal

France Bet €109 Billion on AI Sovereignty. Here's What It Actually Bought.

Mistral AI's rapid rise made France Europe's AI startup champion. But scaling from promising lab to global competitor requires more than government backing.

6 min read
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