FP1 Signals · Updated weekly

The Radar

A live read on the signals FP1 is tracking across the AI transition. Each signal is positioned by maturity, weighted by risk, and tied to the briefing where it first surfaced. Updated every issue cycle.

Live · Reading as of May 4, 2026
Tracking
15signals
In motion
9items
High-risk signals
5/ 15
Last update
R-006May 4

What we're picking up, where it sits, where it's heading. The Radar is the running watchlist behind State of the Transition. Signals enter at the center as Early. They walk outward as evidence accumulates. They exit when they become consensus or get falsified.

Lens
Compute Capital Energy Frontier Governance Risk Early Emerging Maturing Active
Risk Weight
High — structural exposure
Medium — conditional
Low — bounded
Movement
New this issue
Maturing
Cooling / falsified
Stable
How to read

Distance from center reads maturity. Sector reads substrate. Color reads risk. The sweep is decorative; the dots are real.

Watchlist

Signals in detail

Each signal links back to the briefing where it first appeared. Hover or tap a row to highlight its position on the radar.

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Methodology

How we read the Radar.

The Radar is the structured watchlist behind State of the Transition. Each signal is a falsifiable claim about a force shaping the AI transition. Signals enter at Early, move outward through Emerging and Maturing as evidence accumulates, and exit when they become Active consensus or get falsified outright. Public methodology, public falsification.

Maturity stages

Early. First signal, low evidence. Speculative.
Emerging. Multiple data points, pattern recognizable. Tracked.
Maturing. Independently confirmed. Repricing in progress.
Active. Consensus formed. Moves out of Radar into Atlas.

Risk weighting

High. Structural exposure. Failure mode hits substrate-level.
Medium. Conditional. Failure depends on path.
Low. Bounded. Measurable but not load-bearing.

Movement

Each issue, the editorial team reviews every signal: did anything happen, does the maturity stage need updating, does the risk rating need changing. Movement reads ★ new, ↑ maturing, ↓ cooling or falsified, → stable since last check.

Falsification

Every signal carries an implicit falsification trigger. When a signal is falsified, it is marked, kept on the Radar for one cycle as ↓ cooling, then archived to the briefing index with a note explaining what the evidence required.

Read full methodology →

Track the transition with us.

The Radar updates each issue. State of the Transition publishes the Capital + Belief Reading every Monday and the long-form Briefing every other Thursday. Free.

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