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31 March 2026

The Signal

Google and NVIDIA both dropped flagship models today, yet gold's historic crash is drowning out the applause.

The Signal

Your daily intelligence briefing

AI

Google launched Gemini 3 Deep Think, its most advanced reasoning model to date, on the same day NVIDIA's Nemotron 3 Super posted a 0.8 score on the GPQA benchmark.

World

U.S. bunker busters struck Iran's Isfahan uranium enrichment site as the conflict enters its fifth week with no ceasefire in sight.

Markets

Sentiment sits at Extreme Fear as gold approaches $4,554 per ounce yet records its worst monthly loss in modern history, whipsawed by war hedging and forced liquidations.

Wild Card

Amazon and OpenAI quietly unveiled a stateful AI runtime, a foundational shift that could let AI agents maintain persistent memory across sessions, arriving with almost zero public attention amid the geopolitical chaos.

Markets

S&P 500
6,343.72
-0.39%
NASDAQ
20,794.64
-0.73%
BTC
$66,591.41
-0.15%
ETH
$2,036.55
+0.61%
Oil
$107.52
+0.16%
Sentiment
11
Extreme Fear
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Koda Daily Infographic 2026-03-31

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Koda Daily Infographic 2026-03-31
Deep Dive
Tools 6 min read

The Amazon-OpenAI Stateful Runtime partnership signals that memory and tool-use

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