Signal Brief.

Note

Short observations, quick takes, and market notes between the deep dives.

March 2026

Wed Mar 18 The Quiet Death of the Metaverse

Meta Metaverse VR AI

Mon Mar 16 Berkshire Begins Buybacks

Berkshire Hathaway Buybacks

Fri Mar 13 Social Media Goes to the Jury

Meta Social Media YouTube Legal

Wed Mar 11 Moltbook Sells Out

AI Meta Social Media Agents

Tue Mar 10 Solid State Transformers

AI Utilities Datacenter

Thu Mar 5 Netflix's Acquisition

Wed Mar 4 Prediction Markets and Insider Trading

Kalshi Polymarket Prediction Markets

Tue Mar 3 Apple's 3 Days of Product Launches

Apple Macbook Tariffs

Mon Mar 2 Anthropic & the DoW

Anthropic DoW AI

February 2026

Fri Feb 27 Block’s Big Layoff

Layoffs AI Block Inc.