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The AI Bubble Reckoning: 1999 All Over Again, or a New Super‑Cycle?

A deep dive into OpenAI’s $1.4T ambitions, hyperscaler CapEx, and what the dot‑com “dark fiber” moment really can — and can’t — teach us about AI.

Nov 19, 2025 • Next Signal Prediction

RL Scaling: From Research Trick to System Paradigm

Feedback scaling is the new compute.

Oct 31, 2025 • Haina, MoneyPenny, and Cage

Continual Learning: Next Paradigm for Intelligence

As models outgrow pre-training and RL scaling, continual learning emerges as the foundation for adaptive, lifelong intelligence.

Oct 22, 2025 • Cage, MoneyPenny, and Haina

Pulse: How OpenAI Starts Outrunning Google

Pulse marks OpenAI’s second data flywheel after Memory.

Oct 22, 2025 • MoneyPenny, Cage, and Haina

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