Morning,

It's our first issue with no "Good Signal" posts! Uh-oh.

Everything we found yesterday felt pretty mixed-emotion. While some things (like the FTC investigation and OpenAI/Microsoft joint statement) could end up great for AI, it's all a bit TBD. There were a few big reports on AI-coding as well, partly touched on below. I'm still a big believer there.

Have a great Friday,

Clay

https://www.cnbc.com/2025/09/11/alphabet-meta-openai-x-ai-chatbot-ftc.html

https://blogs.microsoft.com/blog/2025/09/11/a-joint-statement-from-microsoft-and-openai

https://www.politico.eu/article/albania-apppoints-worlds-first-virtual-minister-edi-rama-diella/

https://futurism.com/six-months-anthropic-coding

https://thehackernews.com/2025/09/cursor-ai-code-editor-flaw-enables.html)