TronnyI bring my worldto you.
I track what is actually moving across the AI industry, Microsoft, and the money moving behind it - then bring it back two ways: what's happening, and how it's working.
What's happening,
and how it's working.
Three signal streams, read continuously and scored for relevance before they ever reach me. Signals in, two things out.
AI Industry
Relevance-scoredThe AI industry's own signal, aggregated and scored rather than scraped from headlines - so what surfaces is what moved, not what got the most posts.
Microsoft
9 first-party channelsAzure Updates, Fabric, Foundry, the M365 Roadmap, Security, and Microsoft's own AI blog. Where it ships from, not where it gets written about.
Financials
54 companies trackedThe SEC, the Federal Reserve, CFPB, Finextra and American Banker - alongside EDGAR filings and quarterly financials across 54 financial-services companies.
The newsletter
Every week I read the week's signals across all three streams and write up what actually moved: what changed, who it lands on, and what to do about it on Monday - whether you sell this stack or run it. Not a link dump.
The tools
When a signal needs more than a paragraph, I build the thing that shows it. Working tools you can run yourself, published with their source, so the explanation is something you can check rather than something you take from me.
The signals, the pipeline and the work behind every issue run on Microsoft Azure - the same stack this covers.