Compute & Economics
Pricing structure, supply elasticity, energy and density limits.
Signals
Early indicators of structural change in AI infrastructure.
Signal Mechanism
weak signal → repeated pattern → structural tension → system shift
Weak
Early and sparse, before consensus forms.
Repeated
Recurring across events and contexts.
Tension
Structural tension appears in cost, governance, and velocity.
Shift
A system shift changes decision boundaries.
What is a signal
- Directional change, not a conclusion.
- Often ignored before consensus forms.
- Repeated across events, not one-off noise.
What signals are not
- Not daily news
- Not feature announcements
- Not short-term market noise
- Not deterministic predictions
Signal Domains
Agent & Runtime
Orchestration patterns, runtime boundaries, and safety.
Platform & Integration
Platformization success/failure and layer re-splitting.
Governance & Control
Auditability, quotas, compliance, and standards.
Organization & Workflow
Org redesign, workflow shifts, and soft signals.
Example Signals
Scan cards first, then expand System mapping.
Spot GPU Pricing Volatility
Observed pattern: Repeated short-term drops followed by fast rebounds across regions.
Why it matters: Signals mismatch between supply elasticity and deployment cycles.
Compute
Repeated
Qi
System mapping
Qi: compute density; Yin-Yang: expansion vs cost control; Yun: late platform to early scaling.
Permission-Aware Agent Runtime
Observed pattern: Scoped credentials, receipts, and auditing become standard runtime primitives.
Why it matters: Indicates movement from demo agents to production-governed agents.
Agent
Tension
Yin–Yang
System mapping
Yin-Yang: innovation vs governance; Five Elements: Earth + Metal; Yun: platformization.
Internal AI Platform Consolidation
Observed pattern: Teams move from fragmented stacks to centralized gateways and policy layers.
Why it matters: Reduces operational variance and redefines control points.
Platform
Shift
Five Elements
System mapping
Five Elements: Earth; Qi: signal concentration; Yun: early scaling.
How Signals Evolve
Weak signal
Early disturbance with localized evidence.
Repeated pattern
Cross-day and cross-domain repetition forms a pattern.
Structural tension
Patterns collide with system boundaries, creating cost/governance pressure.
System shift
Some signals appear in Briefs; a smaller subset is promoted to System-level discussion.
Relationship to Briefs & System
Signals
Observe forces early.
Briefs
Record daily manifestations.
System
Explain structure and timing.
Roadmap / What's Next
- Curated signal threads by domain.
- Cross-day continuity tracking.
- Signal-to-phase mapping.
- Semi-automated signal extraction (later stage).