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Semafor

US inflation jumps, though long-term war impact yet to be seen Hospitals consider replacing some radiologists with AI Amazon takes a jab at Nvidia over chips shift VCs step in to fund university upstarts Exclusive: Anthropic is gaining on OpenAI’s revenue, but hasn’t yet eclipsed it Exclusive: AI powerhouses threaten data processing firms A South African artist is changing the way viewers understand Picasso’s Guernica Airbnb faces familiar battle in Cape Town First look at war-related inflation sparks political jostling View: China’s state businesses are reshaping markets in Africa US issues Nigeria travel warning over terrorism, kidnapping FirstRand exits UK business after regulatory hit Afreximbank’s $800M answer to Fitch Exclusive: Navy takes nuclear-powered sub offline after $800 million cost run-up Cuba leader says he will not step down Fed, Treasury summon Wall Street chiefs over AI fears How Bluesky earned its reputation — and why it could be the way of the future China eyes stronger Taiwan influence Orbán slams Hungary’s opposition as he trails in polls Iran war reshapes air travel, perhaps for the long term Tehran residents embrace calm amid tenuous truce Countries lack fiscal capacity to handle war fallout Higher producer prices ease China deflation fears Trump ‘optimistic’ on Iran peace talks Inside the five-year succession plan at a $130B warehouse giant Georges Elhedery on HSBC’s big bets on the Gulf and Asia Warsh’s Fed hearing slips past next week Moore takes on the Sun’s ‘MAGA billionaire’ and more Debatable: AI titans influencing regulation Americans still think taxes are too high, poll finds
How we used AI to distill signals from Semafor World Economy
Gina Chua · 2026-05-07 · via Semafor

Semafor Intelligence, a new AI-enabled editorial insight product built on our global convenings, began as a prototype that Semafor Tech Editor Reed Albergotti made using OpenAI’s Codex the Sunday morning after Semafor World Economy 2026 wrapped up, with the goal of identifying the central themes across conversations over five days on three simultaneous stages. After he shared it with the newsroom, Alastair Clements, Semafor’s data lead, worked with Reed over the next 36 hours to turn the prototype into a robust analytical tool that parsed 4,900 distinct claims from more than 300 speakers, every claim anchored to a specific quote in the transcripts.

The tool analyzed every transcript, pulled out every distinct claim each speaker made, and turned each one into a numerical fingerprint that captures meaning rather than wording. This technology is called “embedding” or “vectorizing” and is becoming a common way to process large amounts of text to understand the relationships between the ideas in a corpus: It essentially assigns ideas to a complex string of numbers, then uses those numbers to understand the semantic proximity between ideas. This proximity map was used to help refine the report. The tool then used multi-agent reasoning to surface direct quotes from speakers that support or push back on the central themes.

Semafor’s journalists then reviewed every theme: stress-testing the premises, interrogating the supporting quotes, and editing down to the ones most clearly supported by what was actually said. The report is a product of that editorial process. Current AI systems aren’t capable of generating insights on their own more reliably than journalists, but they can allow us to build tools that expand the scope of what journalists can discover and analyze. The technology determined what was possible to surface; the journalists determined the framing and what was worth publishing.

Semafor World Economy histogram

For the technically curious: The vector database runs on Google’s BigQuery. The fingerprints themselves were produced by an embedding model from an AI company called Voyage (now owned by MongoDB). Anthropic’s Haiku 4.5 and Opus 4.7 models helped with text analysis. A second-pass ranker from Cohere helped the system surface the relevant evidence for each query. The cluster map you see above came out of an open-source library called UMAP that compressed our 1024-dimension vectors into two-dimensional coordinates. The whole pipeline was wired together using Claude Code. In all, the API calls and new database only cost a few hundred dollars.