The AI Frontier Quarterly in 2026
Going forward, the newsletter will move to a quarterly cadence.
The shift is intentional. Rather than reacting to every headline, the focus will be on fewer, more substantive releases that step back and examine how AI systems are actually taking shape over time.
Alongside the quarterly editions, I’ll be publishing special reports throughout the year. These will dive deeper into a small number of themes where long-term decisions are being made now, including:
• Sovereign AI and national capability
• Databases and the foundations of modern AI systems
• Energy, compute, and infrastructure constraints
• Other structural forces shaping where AI compounds and where it stalls
The goal remains the same: clarity over noise, structure over speculation, and analysis that holds up beyond the news cycle.
More soon.