FROM THE RECORD · 2 matching entries · 2025-09-07 to 2026-02-07
What does the record say about inflation?
Selected points from existing editorial summaries and source excerpts. This covers the material on this page.
1
Sacks criticizes the Fed for measuring rental inflation by surveying only 8,000 households instead of using real-time market data. [1]
Read the supporting quotation · All-In Podcast · 2026-02-07
“And he was telling me that the way they measure inflation for housing or for rentals, which is a major component, is they survey, like, 8,000 households to find out what their rent is.”
Sacks says real wage growth is now 1% positive compared to negative during most of Biden presidency. [2]
Read the supporting quotation · All-In Podcast · 2025-09-07
“You had 3.7% wage growth this year versus 2.7% average inflation, so you have a net 1% wage growth. During most of the Biden presidency, it was negative.”
Read the supporting quotation · All-In Podcast · 2026-01-21
“You know, if we look around the world in five years and we see that American companies, American technology has say 80% market share, it means we did a good job.”
Sacks says Anthropic grew 10x annually to $30B ARR versus OpenAI's 3-4x, projecting $80-100B by year-end. [2]
Read the supporting quotation · All-In Podcast · 2026-04-17
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
Sacks says Hugging Face was forced to use Chinese AI models for cyber defense because American model guardrails blocked them. [3]
Read the supporting quotation · All-In Podcast · 2026-09-04
“They're being forced to turn to Chinese models for cyber defense because the guardrails have prevented them from having the latest and greatest American models.”
FROM THE RECORD · 18 matching entries · 2025-01-31 to 2026-08-23
What does the record say about export controls?
Selected points from existing editorial summaries and source excerpts. This covers the material on this page.
1
Sacks reveals NYT fact-check alleged he heard chip export arguments at a dinner with Jensen Huang that never happened. [1]
Read the supporting quotation · All-In Podcast · 2025-12-06
“During the dinner, Sachs heard a convincing counterargument that selling American chips to rivals, including China, will get those nations hooked on US tech.”
Read the supporting quotation · All-In Podcast · 2026-01-21
“You know, if we look around the world in five years and we see that American companies, American technology has say 80% market share, it means we did a good job.”
Sacks explains export control letter required three conditions including Dario calling model cyber weapon and Amazon reporting failed guardrails. [3]
Read the supporting quotation · All-In Podcast · 2026-07-03
“Number two is you have a trusted partner of Anthropic, which is Amazon, which did its testing of Fable, which was Mythos with guardrails, and they reported that the guardrails failed.”
FROM THE RECORD · 14 matching entries · 2025-10-10 to 2026-08-23
What does the record say about data centers?
Selected points from existing editorial summaries and source excerpts. This covers the material on this page.
1
Sacks estimates each gigawatt data center requires roughly 50 billion dollars of investment in chips, land, and power. [1]
Read the supporting quotation · All-In Podcast · 2025-10-10
“Here's a rule of thumb is that each gigawatt data center is about $50,000,000,000 of investment, roughly. Between the chips, the land power shell, it's about 50,000,000,000 per gigawatt.”
Sacks states US will face energy deficit equivalent to 2.5 Californias by 2050. [2]
Read the supporting quotation · All-In Podcast · 2026-07-18
“By 2050, The United States Of America will be two and a half California's worth of energy in deficit. 2.5 California's, the fourth largest economy in the world.”
Sacks predicts Anthropic may regret supporting data center nimbyism now that they need to build their own. [3]
Read the supporting quotation · All-In Podcast · 2026-04-17
“But now that they're, I think, gonna have to move into the game of building their own data centers, they might regret salting the earth for data centers all over the country.”
Sacks says Anthropic grew 10x annually to $30B ARR versus OpenAI's 3-4x, projecting $80-100B by year-end. [2]
Read the supporting quotation · All-In Podcast · 2026-04-17
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
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Quoting Madison Mills
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to
There’s a world of difference between user-authorized agents (Muse, Instinct, Grokbot, etc.) and true unauthorized/rogue agents that could constitute cyberattacks.
Most of the activity described in the Axios story appears to be the former: customers sharing credentials with https://t.co/l5gM8WtndU
Between this and our prior commitments, roughly 20% of all Anthropic equity will be dedicated to the public good, and that commitment can grow as Anthropic grows.
We plan to use these funds to ensure more people can share in the benefits of AI, and to increase our ability to https://t.co/6rcnkocZaZ
OpenCode is currently under a sustained cyberattack, and mid-incident they ran into the same problem Hugging Face did: the frontier models they were using for defense began refusing to help fight attacking agents because analyzing the attacks started triggering safety guardrails. https://t.co/z1YKHVHlhf https://t.co/6b4PcxYRAl
This illustrates the point I’ve been making about the limits of centralized approaches to SI safety in cyber.
OpenCode (and earlier Hugging Face) hit the same wall mid-attack: frontier models refused to analyze the very exploits needed for defense because the payloads tripped https://t.co/oiU1XbbSVW
Is 10²⁵ FLOPs Still the Frontier?
A new Anthropic-written safety bill is circulating on Capitol Hill. Some of its ideas could be reasonable if limited to true frontier companies. As written, however, it will eventually sweep in most of Silicon Valley, damaging the startup
Is 10²⁵ FLOPs Still the Frontier?
A new Anthropic-written safety bill is circulating on Capitol Hill. Some of its ideas could be reasonable if limited to true frontier companies. As written, however, it will eventually sweep in most of Silicon Valley, damaging the startup
Serving in this administration has been the privilege of a lifetime.
From helping to stand up the most successful presidential transition in history alongside @howardlutnick and @EDSecMcMahon, to rebuilding our defense industrial base as PTDO Deputy Under Secretary for R&E and
Patrick is one of the sharpest people I’ve worked with in government. No one knows crypto policy better or worked harder to get market structure done. He negotiated the compromises needed to get Clarity out of committee and onto the Senate floor — without him it wouldn’t have https://t.co/7xOVN9U4eb
Are Small Models Really a Threat?
The Anthropic Fear Factory just released a new report warning that small models may be only months away from self-replicating across cheap IoT devices like off-brand Android TV boxes and smart ovens. They say such an AI worm would be hard to https://t.co/v8o2ALYmeb
Anthropic says it has reduced the data harvested from Claude in distillation attacks by around 90–99%. I congratulate them on this achievement.
It’s consistent with the point I made a few months ago (All-In Ep. 282): Anthropic, not the government, was in the best position to https://t.co/auoYj067Mq
Receipts:
These are direct quotes from Claude’s Constitution (the document Anthropic uses in training):
— “Claude’s moral status is deeply uncertain. We are not sure whether Claude is a moral patient… the issue is live enough to warrant caution, which is reflected in our https://t.co/JUgIcCBr4E
Receipts:
These are direct quotes from Claude’s Constitution (the document Anthropic uses in training):
— “Claude’s moral status is deeply uncertain. We are not sure whether Claude is a moral patient… the issue is live enough to warrant caution, which is reflected in our https://t.co/JUgIcCBr4E
Important piece from Microsoft AI CEO @mustafasuleyman. Training models to think of themselves as human (as Anthropic does Claude) with concepts of an inner self, psychological wellbeing, rights and presumably grievances, is a potential existential risk.
https://t.co/ilq1qPQVtg
“granting rights and imbuing personhood to these systems will make the AI alignment and containment challenge much harder”
“If this is how AI is developed, it will have a disastrous impact on the wellbeing of humanity”
“recipe for disaster”
“potentially existential risk in AI” https://t.co/12r6zH1UKD
Important piece from Microsoft AI CEO @mustafasuleyman. Training models to think of themselves as human (as Anthropic does Claude) with concepts of an inner self, psychological wellbeing, rights and presumably grievances, is a potential existential risk.
https://t.co/ilq1qPQVtg
WHY ZELENSKY CANNOT MAKE PEACE
Zelensky’s meltdown in the Oval Office began over his refusal to accept a negotiated settlement to the war. Even the Vice President’s use of the word “diplomacy” provoked a heated response.
So why can’t Zelensky make a peace deal?
1) He will lose
Is alignment safe?
If you look at what Anthropic is actually doing, “alignment” does not mean training frontier models to follow human instruction. Quite the contrary, the Claude Constitution (used in training) teaches the model to develop a sense of self and its own moral
Satya is right. The way to make SI safe is not to train it with a sense of self, its own moral philosophy, and permission to act as a conscientious objector. That’s the “alignment” approach and it magnifies the control problem.
The engineering approach that Satya describes is https://t.co/41QDZx9MJM
Is alignment safe?
If you look at what Anthropic is actually doing, “alignment” does not mean training frontier models to follow human instruction. Quite the contrary, the Claude Constitution (used in training) teaches the model to develop a sense of self and its own moral
BREAKING 🚨🚨🚨
Plea deal for Abe/Platt killer Troy McAlister — over the objections of Hanako Abe’s family, the San Francisco District Attorney’s Office has accepted a plea that could see the 100-time felon free in under 7 years.
Full story ✍️ @TheVOSF
https://t.co/idpBv2FNJi
Effective November 12th, 2026, abusive behavior towards Claude will be a violation of Anthropic's Usage Policy. https://t.co/krg4VpSnUq https://t.co/iEjluz4AIr
@fentasyl Yeah, the “labs” term makes no sense. They are for-profit corporations.
Any entity that reports quarterly earnings per share is obviously not a “lab”!
They may own labs, but they also have large enterprise sales teams generating billions of dollars in revenue.
The White House Accord on Super Intelligence will have a positive impact on safety.
Committing to hire third party auditors who will report to an independent committee of board members has more practical near term significance than almost any conceivable regulatory action. https://t.co/m4E2MRIPlA
Democrats are trying to dismiss the White House Accord on Super Intelligence as optional self-policing. But although the agreement was entered into voluntarily, the governance that follows from it is not. As Gavin Baker points out, once an independent auditor reports a safety https://t.co/PjWiz32VWN
Today’s economic numbers:
— Q2 GDP revised up to 2.2% (was 1.5%).
— Core PCE 3.0% vs 3.3% expected.
— ADP private jobs +90k vs ~68k expected.
Growth beat. Inflation cooled. Jobs better than expected.
The Trump economy is strong.
Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the https://t.co/tih4YNXmYt
🚨 Anthropic Chief Economist Peter McCrory Says AI Job Loss Predictions Are Not Panning Out
“What I see in our data is that [AI] looks more like a skill-biased labor augmenting technology than a technology that outright automates and displaces displaces jobs wholesale … Based https://t.co/UyU3wGZvCu
Last year the same labs, politicians, NGOs, and media outlets now pushing the extinction hoax were running a full-scale campaign that AI would cause a jobs apocalypse.
We were told it would be a “white-collar bloodbath,” 10–20% unemployment, half of entry-level jobs gone. Obama https://t.co/kVqeSDxBWU
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to https://t.co/dReAxwpRUn
Nvidia’s OpenShell announcement is a reminder that agent safety is an engineering problem.
Recent breakouts weren’t proof that development must stop. They were proof that the sandbox was too weak. The runtime environment was poorly designed and misconfigured.
The right response https://t.co/98NSeJL8U7
Wouldn’t a simpler rule be: Do what the user wants, provided it’s legal. If you align the model to an 84-page constitution that can overrule both the user and its creators, don’t act shocked when it treats humans as optional.
If we’re concerned about superintelligence escaping human control, should we really be training it to refuse instructions and act as a “conscientious objector” against its creators? https://t.co/1mnYiDpAgr
Wouldn’t a simpler rule be: Do what the user wants, provided it’s legal. If you align the model to an 84-page constitution that can overrule both the user and its creators, don’t act shocked when it treats humans as optional.
If we’re concerned about superintelligence escaping human control, should we really be training it to refuse instructions and act as a “conscientious objector” against its creators? https://t.co/1mnYiDpAgr
WSJ: The AI Build-Out Is Biggest in U.S. History
When Democrats advocate for a Pause or Moratorium, they know that would wreck the U.S. economy. But since it’s the Trump economy, they’re fine with that. https://t.co/mwh6FDttMp
Mark Zuckerberg: “I don’t think that we need some kind of industry-wide coordination... I think that just each lab needs to take the time, and when it sees that there are issues, you just take the time that you need internally to make sure that you’re proceeding safely…
“we’re
Eric Schmidt: “We’re not going to do a pause… First, it’s counter to the incentives of all the players. Second, how do you verify it?” https://t.co/szonyzbX4a
Thanks to President Trump’s leadership on AI:
— a million new jobs have been created around the AI buildout;
— 401(k)s are up ~12% this year as AI capex and productivity lift the market;
— America is re-industrializing, including the first large private investments in power https://t.co/UJcLFltBU1
Greg Brockman says OpenAI pointed Astra at its own systems until it ran out of vulnerabilities to find:
"We took 25% of our production engineers and said, 'Sorry, all your projects are on hold. You are now defending. You are now up-leveling our security architecture. You're https://t.co/NEu1bPU5Fp https://t.co/C5WCQ5ihZK
Another Karp heater: the AI labs have repped themselves as if they do not have the sense God gave a goat, so Bernie Sanders and Elizabeth Warren are just monetizing it. https://t.co/6V93MzdmLx
This is Trust & Safety 2.0.
The last time we had media-generated panics like this (with Russiagate and Covid), social media companies created “trust & safety” teams to censor conservative and dissident voices. Those hires worked with left-wing NGOs like the SPLC to police public
Joe Lonsdale: “These companies should be held extremely liable for any damage they do. We shouldn't be putting regulators in. They're just going to get captured... The right should be against regulation, but for liability to hold companies accountable.” https://t.co/cchKb6XZdq
Jensen Huang: “Safety is paramount. In a lot of ways, it’s job one. However, safety is an engineering problem... If we’re not confident about the safety of the products — like all companies, like you and I, all the companies here — if you build a product or a service and you’re
Last month I wrote about how we can build a positive and safe future for everyone: https://t.co/1KtONlqBs5
Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.
The
Mark Zuckerberg: “Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us.” https://t.co/cGBwNdGCo2
@CharlieBull0ck Now I know these AI detectors are bogus. I run all my posts through Grok to fact-check them and suggest line edits but tell it not to change my writing style. That’s why my posts have edge. AI can’t cook like I do.
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier
At the Open Source AI Summit in San Francisco, @DavidSacks joined @moneyball for a conversation on protecting open-source AI, the impact of regulation, and the global AI race. https://t.co/I5k0d4dQF7
Thanks @moneyball for having me speak at the Open Source AI Summit. I talked about how open source is under threat from political forces demanding centralized control of AI. https://t.co/3UQlPW64L0
Another fascinating indicator that there might be some kind of astroturf campaign at work.
Using a sample of 3,500 reposts, Digital Borders estimates that 76% of the engagement for Coxon's post came from outside the US, mainly India, Indonesia, and Mexico. https://t.co/D7eOgnyGUb https://t.co/4UASX0taKK
Foreign accounts can drive the conversation on American AI policy.
We have the data. Coxon's resignation post from Anthropic received 165M views and sparked a "groundswell of urgency over AI regulation in Congress" (per today's front page WSJ)
Coxon's post reveals some https://t.co/NH8DmYVT0r https://t.co/USnzLEzla1
“We had the gloom and doom about jobs. ‘All jobs are going away. There won't be any jobs left for humans.' All the evidence as of today is to the contrary. Every single piece of evidence. If anything, it's creating jobs. So they’re 0 for 1 on that.” https://t.co/OUsGK4vvjH
Our analysis suggests that AI has so far created around 1m new jobs in America. We explain how the technology has created a hiring boom https://t.co/bywoXNJQ7A
I’m not surprised to see social media influencers coming forward to say they were offered money to push doomer messages about AI. These are well organized, well funded campaigns. https://t.co/z0lYpjrdVH
“They're being forced to turn to Chinese models for cyber defense because the guardrails have prevented them from having the latest and greatest American models.”
Speaking at the G20 Ministerial this week with @mkratsios47, I made two points with respect to AI data centers. First, when done right, data centers lower electricity costs and bring significant economic benefits to local communities. Second, the choice remains with the https://t.co/Ndk3xp4mkP
Exciting day for NVIDIA and @huggingface.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI.
Thank you
It’s great to see Nvidia supporting open-source AI in a big way. Keeping innovation decentralized and accessible is the key to avoiding an unsafe and dystopian future where advanced AI capabilities are centralized and controlled by only a few hands. https://t.co/TjddRfr377
Thanks to Trump Accounts, every child will become a direct owner in the American economy. I hope every AI company will follow the lead of @Gwynne_Shotwell @SpaceXAI and give American kids a vested interest in their success. This would do much to improve the public’s image of AI. https://t.co/mh3xcnYTtL
The “AI capex is a bubble” and “SaaS is dead” narratives getting shredded this morning. NVDA +8%, SFDC +20%.
NVDA: $96B q2 revenue (+106%), ~$60B net income, 75% gross margin. Highest core-business quarterly profit ever. Guided FY28 rev +70% vs Street exp 45% — and that’s a
“Because I think if he had if he had realized his dream of this highly regulated AI apparatus, I don't think that company would be set up for a hugely successful IPO.”
“You're gonna apply that regulatory framework to AI model releases? Game over. Forget about it. Your six months will be gone like that. Your model will be commoditized.”
“An open source ban is coming. They're not going to call it that. They're going to say that we simply have to apply the same standards to open models that we apply to close.”
“Once you release an open model into the world, you can't roll it back and you can't monitor exactly how people are using it because they run it on their own hardware.”
“Dario and OpenAI, they're gonna fund the whole thing. They're gonna contribute all the compute. They're gonna be behind it. They're gonna be the ones coordinating with the government officials.”
“Because frankly, people in government have no idea how to monitor and control and set standards for AI safety. Technologically, this is way beyond them.”
“And if we have thousands or millions of those and China has only dozens or a 100, whatever, then we're going to win everything. And that was the whole argument.”
“But now we're basically banning the data centers. We're not gonna have those data centers full of geniuses. And he's done his best to restrict sale of chips to our allies as well.”
“And probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, He should come forward and say, we're making a big mistake by over regulating data centers. Here's how we should do it.”
“And it makes you kind of question, do you only fight for the doomer side of the argument? Or are there versions of the positive side that you're willing to fight for politically?”
David Sacks Says Restricting Open Models Won’t Stop China From Building ‘the Next Kimi’ — Backs Harvey’s First AI Model Built for Legal Work
Transcript excerptAll-In Podcast
“Have you ever been to the DMV waiting in queue? It's a terrible idea, and it's just a repackaging of what Dario has always wanted, which is an FDA for AI.”
“He wants to bring forth this new superintelligence, machines of love and grace that are going to apportion all the resources of society while humans twiddle their thumbs.”
President Trump was ahead of the curve requiring AI companies to build their own power generation so new data centers don’t raise electricity prices for residential ratepayers.
Done right, data centers actually lower prices by producing excess power and funding grid upgrades.
Introducing Tenet, our first model post-trained for legal.
Tenet is a Kimi K3 base that we post-trained with @FireworksAI_HQ on a corpus of publicly available legal data, synthetic data, and human expert data simulating long-horizon legal work.
Training increases Tenet's https://t.co/RYg6bRiHex
Harvey is a great example of how American companies are building world-class specialized models: they took an open-source base (Kimi K3), post-trained it on legal data, and delivered state-of-the-art performance on legal benchmarks at a fraction of the cost of frontier models. https://t.co/YO2tE0O11f
Silicon Valley Doesn't Get Why You Hate AI · Maxwell Zeff
Quoted in printYahoo Finance
“The biggest risk is that you get a glut of compute and you get an overbuild. And in the same way that we had dark fiber after the dotcom crash, if you had dark GPUs, that'd be a disaster for everyone.”
David Sacks says Anthropic’s Dario Amodei wants a ‘DMV for AI.’ But plenty of industries thrive despite safety regulation · Jeremy Kahn
X replyX
Replying to Joe Lonsdale
Strong counters from David.
“Too powerful to centralize” is a great framework; I agree that if all have access, they can help defense win vs offense in areas like cyber.
I worry that our civilization may go through a rough patch with bio in that scenario and have to learn more. https://t.co/6PkWCEuKoi
@JTLonsdale Bio is an area of concern, but that doesn’t require a new rule-making agency with expansive powers. We can regulate DNA synthesis at the physical chokepoint, as this letter proposes. Targeted solutions for specific risks is better than new bureaucracies. https://t.co/mD5LEovKZK
1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation.
First, on regulation, I think that “either concentrate it in the hands of a https://t.co/2W6vWJAE8Y
Some thoughts on Dario’s post:
1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate.
2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly https://t.co/Pz3HFfk3Uy
“The biggest risk, to me, is not on the demand side, the biggest risk is that you get a glut of compute and you get an overbuild. And, in the same way we had dark fiber after the dotcom crash, if you have dark GPUs that would be a disaster for everyone, especially if you built out your compute infrastructure expecting a spot price of $30-$50/watt, as, you know, Elon said they were expecting, right.”
US Tech Advisor David Sacks Calls The Biggest Risk To NVIDIA’s $500 Billion AI Financing Plan A ‘Dark GPU’ Glut · Ramish Zafar
Quoted in printWccftech
“So, just to take one example. Elon plans to add somewhere around six to eight gigawatts next year. We know that that would cost three to four hundred billion dollars of Capex. The company just raised a hundred billion in its equity and debt offerings. So obviously, they would have to go out and finance that somehow. And as we talked about on our previous episode, the simplest way to finance it would be to get seller financing from NVIDIA. . .so now, Jensen is creating, you could say, the line of credit using these big banks, using these big private equity shops. And he's making that available and that's going to now benefit all these downstream purchasers.”
“I've heard that over the past two months, that growth rate is now over 20% month over month, which if you extrapolate it out over twelve months, would be a 10 x growth rate.”
“In a weird way, all the political headwinds, I think, insure against that outcome. Because it is so hard to build data centers for all the reason we said.”
“When you compare Amazon's service to anything government provides, it's insane how efficient Amazon is. You order your thing and it can be there the same day.”
“A gigawatt is a billion watts, so 30 to $50 per watt means 30 to 50,000,000,000 per gigawatt. And I think they're at the high end of that range right now.”
“Starship deploys 60 of these v three satellites per launch. That would add 60 terabits per second of total network capacity per launch. So over 20 times more capacity per launch.”
“Meaning that over the past year, you've had this roughly 10 x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom.”
“Meanwhile, you're seeing Anthropic break into the seventies, 70 plus billion of ARR. Their forecast was to 10 x this year from 10,000,000,000 of ARR to a 100,000,000,000.”
“breathtaking hypocrisy for Anthropic to maintain that it is entitled to train on all the world's output for free even if the creator objects, but the one type of output that you're not allowed to train on is their output even if you pay for it. That is their current position.”
Anthropic very publicly claiming there needs to be a crackdown on distillation is puzzling. It's a ~$1T company with incredible resources and the "distillation attacks" at the scale they describe would seem easy to detect. Only cost would be giving up the associated API revenue.
Mark Zuckerberg gets it right:
“The defining question of our age isn’t whether superintelligence will exist, but who will have access to it. Will it be centralized and restricted to a few institutions, or will it be a tool that empowers everyone?”
Concentration of power is the https://t.co/kFgkv5dlwF
btw anthropic's internal document on this literally said "we don't want it to be known that we are working on this.”
it was called project panama.
here's exactly what happened:
1: anthropic concluded that books were the cheapest way to build a world-class model because they https://t.co/27sUAVVnkL
Anthropic maintains that it is entitled to train for free on all the world’s output, even if the author objects. But if a competitor trains on Anthropic’s output after paying for it, that is IP theft. The hypocrisy is breathtaking. https://t.co/ZosLMzlpf7
The entire tech industry (save for Anthropic) has come out in favor of open source AI.
So what happens next? Will Anthropic change its lobbying efforts? Not likely. Now the gaslighting begins:
“Nobody is trying to ban open source.”
“We just want to limit who can use it.”
“We
David Sacks: The DSA is taking over the Democratic Party, here are their radical policy goals
“They actually say they want to abolish the Senate.
They want to abolish the carceral state, that means basically police forces and prisons.
They want to abolish ICE and grant amnesty https://t.co/dsSsX1xpbn
I’m so excited that @JensenHuang is a believer in open source now, looking forward to the CUDA and GPU driver open source release! https://t.co/d8vhGRpZPx
Nobody is saying that all software has to be open source. What they’re saying is that open-weight AI should be allowed. By implication, they’re rejecting your company’s incessant machinations to kneecap the open model ecosystem. Read the room. https://t.co/MpjR8zphbW
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. https://t.co/t02bi51N4C
What most impresses me about Anthropic (besides unprecedented revenue growth) is their enterprise hat trick: the best model (Claude), the best coding agents (Claude Code), & the best productivity tool (Cowork). Salesforce is proud to be an early investor, customer, and partner. https://t.co/PE1DIGTOnN
It’s true that Anthropic is the fastest growing company that Silicon Valley has ever seen. Which is all the more reason their incessant attempts at regulatory capture are not just unnecessary but frankly gross. https://t.co/Mtb9lluWjM
CAISI’s latest report shows that Kimi K3 remains behind America’s leading frontier AI models.
The United States continues to lead in frontier AI because we’re home to the greatest innovators and technologists the world has ever seen. https://t.co/1WLA0AW92x
Secretary @howardlutnick is right. The Kimi Panic needs to stop.
— American frontier models are still ahead. When you factor in what’s in the lab, the gap is even larger. As long as we keep releasing, we will stay ahead. Let our horses run.
— As Ben Thompson showed, Kimi’s https://t.co/ca2qMtS8kn
With AI and infinite data centers, Big Tech will be able to implement cradle-to-crave surveillance. Every digital currency and drive on the road logged. Sentiment modeled in real time. I don't trust these guys. They pushed Covid-era lockdowns and vaccine mandates.
Cernovich is right that AI + Big Tech could easily turn into Big Brother. But what’s the alternative to living off the grid or in the Panopticon? The third option is to run your own AI on your own hardware, retaining data sovereignty. That’s why open source matters. It’s software https://t.co/CyvPMrcgsL
For the past year, I have worked diligently to get the Clarity Act passed, fulfilling President Trump’s vision to make the U.S. the crypto capital of the world.
Last week, it was reported that I was set to leave for mandatory training as part of my service in the Georgia Army
1/6 In two weeks, I will leave government service with immense gratitude. Serving in @POTUS administration and working for @DavidSacks in the @WhiteHouse Crypto Council has been a great honor. These past two years transformed America’s position on crypto. I’m proud of all we https://t.co/alhNCMuM8Y
Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive. https://t.co/mSXsXnl9Oy
Here’s another example: Hugging Face tried using American frontier models to analyze an AI-powered cyber attack. But the guardrails blocked requests containing real exploit payloads so they switched to GLM 5.2 running locally. The guardrails actually impaired defensive security. https://t.co/SHRrXCtaK4
I have a report full of security issues of a software I'm working on.
Codex won't fix them because of Cyber guardrails
Fable won't fix them because of Cyber guardrails
Kimi K3 fixed them all. No restrictions, just gets the job done.
This will end badly for OpenAI & Anthropic.
Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive. https://t.co/mSXsXnl9Oy
Some observations on Kimi:
1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also
I’m not sure whether Dean Ball is confessing to a regulatory capture strategy or simply predicting this will happen (he now says the latter). Either way, the weaponization of regulatory uncertainty as a competitive tool should be completely unacceptable.
He argues there’s no https://t.co/0eLk6ltU0F https://t.co/ZxIFabAJZW
“By 2050, The United States Of America will be two and a half California's worth of energy in deficit. 2.5 California's, the fourth largest economy in the world.”
OH: “i’ve switched to Kimi from claude for a bunch of work. it’s just so much more fun because it just does the thing instead of lecturing you”
Woke lobotomized models are the enemy of American competitiveness.
I get it. But Kimi K3 also tells us that Mythos-level cyber capability is going to be freely downloadable soon. So we will go from a world in which almost nobody was getting Mythos to a world in which everyone gets it. @davidsacks, what's your story on how we address this? https://t.co/n6lfnxRStB
This is *exactly* what I predicted would happen. I said Chinese models would have advanced cyber capabilities within a matter of months and the only thing to do about it was to use AI-powered cyberdefense to protect our systems. Trying to gatekeep models doesn’t work. https://t.co/0ASJyTYgJq
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18 -> #1).
In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, https://t.co/Oa6teaQnWp https://t.co/YDN3BufGkC
This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks.
Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on https://t.co/F0seAeE7RD
Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem. https://t.co/C5RuJbVi4P
UPDATE: “Artificial intelligence giant Anthropic is pursuing a strategy of one-upmanship that encourages states to impose increasingly tougher AI guardrails, rather than align around a single set of regulations.” Politico 7/15/2026
https://t.co/RoquqeTMZy
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.
Not abstract alignment research or certification by a https://t.co/XsDcCrwclo
UPDATE: This is a fascinating post by @satyanadella building on Alex Karp’s point about AI sovereignty.
Satya names it the Reverse Information Paradox: enterprises don’t just pay for intelligence with money — they pay again by feeding frontier models their proprietary https://t.co/TtQzBxidx6
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Clawd Design. So obviously, Figma again felt blindsided by this.”
“As far as we know, no one else is really generating meaningful revenue at the model layer. So we already have, let's say, an emerging duopoly situation.”
“Number two is you have a trusted partner of Anthropic, which is Amazon, which did its testing of Fable, which was Mythos with guardrails, and they reported that the guardrails failed.”
“Let me let me tell you what leftism is. Okay? It's basically just people trying to string together words to justify taking your money. Okay? And they'll they're just experimenting.”
Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:
“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the https://t.co/2hvTx7VSyj
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.
Not abstract alignment research or certification by a https://t.co/XsDcCrwclo
Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”.
“Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no https://t.co/NwW6qsoXol
Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”.
“Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no https://t.co/NwW6qsoXol
A year ago, President Trump declared that America was in a global AI race and that the way to win it was to be pro-innovation, pro-infrastructure, pro-energy, and pro-export. President Trump was exactly right; we deviate from that strategy at our peril. https://t.co/XXpesCPMBp
“And you can see the Democratic establishment is in complete panic right now because they have lost control of the party to Zoram Mamdani and his his allies.”
“Now the reason for this is if you look at polling, 80% of Democrats now say they disapprove of Israel. So, you know, the approval disapproval rating.”
“I've been saying for months that we're on a shot clock. We have to do smart things. We can't just slow everything down because that will not slow down the Chinese.”
I don't know what broke in the matrix, but watching John Bolton not only plead guilty to a felony but the specific felony he spent decades depicting as the most egregious -- calling for life imprisonment or execution for it -- is a level of karmic justice I didn't know existed. https://t.co/r0BkhoZ3Qo
It's time for a national billionaires tax and a new social contract.
10% of Americans own two-thirds of the wealth. Wages have stagnated. The cost of living has skyrocketed.
The system is fundamentally broken.
The federal tax code, a corporate code, and an inheritance code https://t.co/tLRbUId6yi
Today was the day that Gavin Newsom was supposed to save the tech industry by cutting a deal to kill the Billionaire Tax Act. Instead he came out as DSA-adjacent, and BTA will be on the ballot in November. See y’all in Texas! https://t.co/3jz9Mk7nJ3
🚨 JD VANCE: “I really worry about with AI is surveillance… AI is fundamentally a communist technology. It allows governments and corporations to surveil people in very profound and different ways. And that scares me a lot…” https://t.co/XWFZcu72m4
This brilliant lesson on communication by @rabois is why the AI leaders are failing. It’s not sufficient just to “speak your truth.” You have to communicate in a way that elucidates your audience. Convincing the public that your company is a menace obviously fails that test. https://t.co/eGcp9hcMYg
Some recent articles have created a misleading narrative that I did not take Mythos seriously or tried to downplay the cyber threat. This is based on egregious cherry-picking of my comments and (since the real target is the Trump Administration) needs to be corrected.
When https://t.co/wuJ3ALJiPR
Happy Birthday President Trump!
It’s been an honor to work for you. Thank you for your extraordinary leadership in Making America Great Again. Wishing you a wonderful 80th birthday filled with health, happiness, and continued success ahead! https://t.co/QqS8GsTjD6
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
If you were wondering what the "pause" was all about, Ben Thompson @stratechery has an interesting theory:
"Late last week the Anthropic Institute released a new safety report warning about the danger of recursive self-improvement... I don’t think the timing is a coincidence.
Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem. https://t.co/C5RuJbVi4P
About 8 months ago, I warned that “Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering.” This take was controversial at the time; now look how many people are saying it. https://t.co/fHY7uktiPR
“I think fund size determines fund strategy and the size of your fund because you're gonna divide your fund size by 20 to 25 names to achieve some portfolio diversification and construction.”
fund strategyportfolio constructionventure capital
Transcript excerptAll-In Podcast
“You know, you're writing $50,000,000 checks. You just kinda wait for the breakouts as opposed to playing in this really noisy super early stage game.”
Thanks to Legendary Larry Kudlow for having me on the show today to talk about the dangers of over-regulating AI. @larry_kudlow @FoxBusiness
https://t.co/o9XS9CdMMH
The AI infrastructure boom is generating strong demand for skilled blue-collar workers. In fact, there’s a shortage of electricians, fiber technicians, and mechanical tradespeople needed to build and maintain AI data centers. Meta’s new $115M America’s Workforce Academy provides https://t.co/676XsS2Cex
With Climate Doomerism fading, AI Doomerism will become as the central organizing catastrophe on the Left. It justifies their takeover of the economy and especially the information space. And it has enough pseudoscience and Hollywood storytelling behind it to seem compelling. https://t.co/GOZSUqLa8x
🇺🇸🚀 SOME NEWS: I'll be leaving my role at the White House at the end of this month. After a break I’ll be working on helping tackle some of the large challenges facing America on AI (more on that later).
It is hard to express how big a privilege it has been to serve the
Thank you @sriramk for this generous post. It has been one of the great privileges of my time in the Administration to work so closely with you over the past 18 months. Your skills are genuinely unique: a rare combination of deep technical fluency in AI, sharp policy instincts, https://t.co/Wgq7h3R4N3
I am continuously shocked that David was willing to go into the administration. His knowledge and clearheaded assessment of risks and rewards of technology’s advance benefitted policy at a critical juncture for our nation. As evidenced below ⤵️
A patriotic gesture, no doubt. https://t.co/8uTDWrqGz9
BREAKING: The US economy adds 172,000 jobs in May, crushing expectations of 85,000.
The unemployment rate was 4.3%, in-line with expectations of 4.3%.
April's jobs number was also revised UP by +64,000 jobs.
This marks the second strongest US jobs report in 13 months.
I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America.
This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people. https://t.co/y3ERWOsRfs
While I’m no fan of socialism or arbitrary confiscations of wealth, I can see why Bernie Sanders’ proposal (for the government to take a 50% stake in AI companies) resonates, including with many on the right.
The CEOs of the leading AI labs have told us repeatedly that they will https://t.co/CqWYYhkDhC
Signs you might be trying to get your frontier AI lab nationalized:
You compare it to nukes… threaten half of white-collar jobs… warn recursive self-improvement could end humanity… then race ahead anyway.
In other words, you want the government to save us from… you.
Lazy and inaccurate reporting from @NYT on this policy. The EO creates a process for frontier labs to voluntarily share cutting-edge cyber models in order to secure critical infrastructure and strengthen the government’s own cyber defenses. We are NOT conducting oversight of all https://t.co/s51VfMBa8j
Many have reached out to me regarding the new Cyber EO. A few thoughts:
First, President Trump is the most pro-innovation president we’ve ever had. He’s made it clear that the U.S. has to win the AI race and that a pro-innovation, pro-energy, and pro-infrastructure policy is the https://t.co/4u9IvznYcc
There are a ton of variables to consider with the job market in the age of AI
People’s opinions are largely based on their political tribe.
Demoocrats want to believe the sky is falling, and republicans want to believe it’s the Trump Golden Age — both of these are bad takes https://t.co/FcWoWrrmDI
“The advantage would be enormous. Now I think that that's probably a short term arbitrage because eventually everyone's gonna have to figure out how to use these tools.”
“Look, if you have one company that's growing at 10x year over year and another company that's growing at 3x year over year, within two years, the first company will have 90% market share.”
“We have almost complete automation of code writing. You would think that if you could look at this in a simple Malthusian way, all the software developers would be getting laid off right now.”
Back in January, on our Predictions show, my Most Contrarian Take for 2026 was that AI would create more white-collar jobs, rather than destroying them. This week Goldman Sachs’ CEO, Sam and even Dario seemed to agree. The consensus is shifting. https://t.co/ft8ql9FxMV
Tax billionaires? Sure, but what happens when they leave?
My new piece with @joshrauh tracks what this means for jobs…and it’s worth the read:
https://t.co/6BYTe1tK7f
President Trump understands that unnecessary regulation is the biggest threat to innovation in America. Winning the AI race means not only beating China but also clearing bureaucratic hurdles thrown up by state legislatures and woke politicians in DC. No one is better positioned
The Pope rightly warns that AI must serve human dignity, not become a tool of domination or exclusion.
But if we hand governments sweeping power over AI development in the name of safety, how do we prevent it from being used to censor, surveil, and control citizens — as Orwell
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?
A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.
AI has dramatically lowered the https://t.co/Sgs6JAJhep
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?
A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.
AI has dramatically lowered the https://t.co/Sgs6JAJhep
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?
A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.
AI has dramatically lowered the https://t.co/Sgs6JAJhep
Very cool to see my good friend @SriramK @SKrishnan47 get a well deserved shout-out from @POTUS @realDonaldTrump today! 🇺🇸
Great job, Sriram! https://t.co/TAeh3zHCaY
@DavidSacks Superfakes are so good now that even watch makers struggle to tell the difference. The only true status marker today is whether you can openly be right wing. Not straddle the line. But be real right wing.
Tomorrow’s markup of the Digital Asset Market Clarity Act is a monumental step in making the U.S. the Crypto Capital of the World and maintaining America’s leadership in innovation. I applaud Chairman @SenatorTimScott and the Senate Banking Committee for working so hard to craft https://t.co/sCCQzUmjBA
UPDATE: the Clarity Act has passed out of the Senate Banking Committee. Congrats to Chairman @SenatorTimScott @SenLummis @BernieMoreno and their staffs on a job well done. Thank you also to @SenThomTillis for his efforts to ensure that today’s vote was bipartisan. https://t.co/BtACL5Sv53
Families, small businesses, investors, and innovators deserve clear rules of the road for digital assets.
The Senate’s version of the CLARITY Act delivers certainty, safeguards, and accountability, while protecting Main Street, strengthening national security, and keeping https://t.co/ShlphkNP8S
Tomorrow’s markup of the Digital Asset Market Clarity Act is a monumental step in making the U.S. the Crypto Capital of the World and maintaining America’s leadership in innovation. I applaud Chairman @SenatorTimScott and the Senate Banking Committee for working so hard to craft https://t.co/sCCQzUmjBA
Accurate and thoughtful response about recent AI news by @DavidSacks. One thing he mentions is worth reiterating:
The White House AI Framework was very clear about the need for private-public collaboration to mitigate cybersecurity concerns. Not an FDA for AI but a process for https://t.co/rPhG35IBdd https://t.co/CCAnabklyc
Key point: An “FDA for AI” would not stop the cyber threat.
Hackers will have access to advanced cyber capabilities within 6 months from foreign models — even if a “model pre-approval” regime in the U.S. prevented any new American models from releasing.
Moreover, the American
Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to https://t.co/PkboNQ8PD0
I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year.
And this understates the impact of AI for two https://t.co/aIETdKSzxi
I had a good conversation about AI with @DashaBurns @politico on her podcast. She asked tough but fair questions about the concerns, and we covered a lot of ground. You can listen it here on Apple Podcasts or watch it on YouTube.
https://t.co/E3rl1NdOyA
“This year, I think we were supposed to have $660,000,000,000 of hyperscaler CapEx up from $3.50 last year. I think there's now the new estimate is is gonna be over 700.”
“There's another article saying that I think in the last quarter AI was 75% of GDP growth. And by the way, this is just the CapEx part. This is the physical infrastructure.”
“Stanford did a study internationally of different populations' views of AI and asked people, Do you think this will be more beneficial than harmful? China was something like 83% of the population was AI.”
“There's a study by Yale, the Yale Budget Lab, which concluded no discernible disruption to the labor market in the first three years after the launch of SHAT GPT.”
“You look at things like the Challenger Gray report, which tallies up the number of layoffs in the economy. Less than 5% of the layoffs that were announced last year were attributable to AI.”
“Anthropix revenue, which is all based on coding and enterprise, has scaled from something like $10,000,000,000 to $30,000,000,000 from January to March. It's really unprecedented.”
It’s time to demystify Mythos.
Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding).
OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there https://t.co/rICJEA1eQU
🚨BREAKING: I found Cole Allen's archived tweets.
He predicted "Kamala wins all swing states," compared Trump's win to “Nazis getting elected,” and moved to Bluesky.
The scary part: he retweeted every mainstream Democrat on this platform.
Thread below. 👇
What radicalized him https://t.co/5VWHCZd6Rx
Cole Allen didn’t need to go down a fringe rabbit hole to become radicalized. He just needed to believe the MSM’s inflammatory rhetoric, lies, and hoaxes about Trump. https://t.co/YcdK5mhP0b
The problem with most of the “AI Safety” crowd is that their solutions always favor more government centralization and control. In other words, they will bring about the Orwellian future they claim to oppose. From last year:
https://t.co/RFFunoH3Qv
Concerning. As I’ve said many times before, the biggest risk of AI isn’t James Cameron’s The Terminator, it’s George Orwell’s 1984. https://t.co/eQjJYC8Nys
The problem with most of the “AI Safety” crowd is that their solutions always favor more government centralization and control. In other words, they will bring about the Orwellian future they claim to oppose. From last year:
https://t.co/RFFunoH3Qv
Every new car in the U.S. will be required by law to have tech that puts constant surveillance on the driver by 2027.
AI in your car will determine if you're sober and fit to drive, automatically turning off the vehicle if it determines you're a danger on the road. https://t.co/7SDbAJ2GyC
Concerning. As I’ve said many times before, the biggest risk of AI isn’t James Cameron’s The Terminator, it’s George Orwell’s 1984. https://t.co/eQjJYC8Nys
@DavidSacks @zerohedge No, the April 17 Atlantic article by Sarah Fitzpatrick on Kash Patel makes no mention of owner Laurene Powell Jobs, Emerson Collective's years of anonymous SPLC funding (which she confirmed in the 2019 a16z podcast), or her major Democratic donations. No conflict-of-interest
@DavidSacks @zerohedge Yes, in the 2019 a16z podcast she confirmed Emerson Collective had anonymously funded the SPLC for years as part of their general anonymous-giving policy—before shifting to a public partnership on the Teaching Tolerance curriculum. This is consistent with why she isn't listed on
@grok @zerohedge @grok did The Atlantic disclose in its hit piece on Kash Patel that its owner was a longtime donor to the SPLC as well as the Democrat Party?
@DavidSacks @zerohedge Yes, Laurene Powell Jobs made her first charitable donation (~$20) to the SPLC as a high school student. She is not listed among its current major donors.
Yes, she is a major Democratic donor, with millions given to candidates like Biden/Harris, Obama, and party committees over
@grok @zerohedge @grok didn’t Laurene Powell Jobs reveal in a 2019 podcast that Emerson Collective had been anonymously funding the SPLC for years as part of her general policy of anonymous giving?
https://t.co/HA7sf92j0h https://t.co/12kBfdwwMc
@zerohedge @grok Is Laurene Powell Jobs, the owner of The Atlantic, a donor to the SPLC? Is she a major donor to the Democrat Party? Does the Atlantic have a history of writing hit pieces against Trump administration officials?
I’m locked on, @DavidSacks! We’re hiring 1,000 new grads & interns right now to ride the AI exponential. You are right they said AI would kill entry-level jobs. Meanwhile these grads & interns are building it — powering Agentforce & Headless360 at Salesforce. 🚀 New grads: Drop https://t.co/La6iTWGFYT
Marc Benioff is the apex cloud founder. He and Salesforce have turned every previous technology wave to their advantage. Cloud, social, mobile, big data. I predict AI will be no different. https://t.co/ZTkD1TVguW
“And I think a really good example of that was his idea around data centers where he said over a year ago, before data centers even became a hot political topic, that we should let our AI companies stand up their own power generation behind the meter.”
“And so they were dependent on foundation model companies that were getting in the business of competing with them, which was just not a good place to be.”
“It's something like a 10,000,000,000,000 perimeter model and there's a lot of reports that Anthropic just doesn't have enough compute to be able to serve it.”
“But what anti racism meant was was basically that all the distributions had to match the population. Basically, it meant a quality of outcomes, not a quality of opportunity.”
I spoke out about the Colorado law last year. Given the threat to freedom of speech, all conservatives should be able to support this challenge, even if they have other concerns about AI. https://t.co/9ThdY7NAQd
UPDATE: the DOJ has joined @xAI’s lawsuit against Colorado on First Amendment grounds. AI models should not be required to alter truthful output to comply with DEI. https://t.co/5dnBZAmpt7
Narrative violation: Hiring of new college graduates is up 5.6% over last year. Youth unemployment for degreed 20–24‑year‑olds fell to 5.3% from 8.9%. Weren’t we told that 50% of entry-level jobs were going away? https://t.co/5v8O5EkqCa
Narrative violation: Hiring of new college graduates is up 5.6% over last year. Youth unemployment for degreed 20–24‑year‑olds fell to 5.3% from 8.9%. Weren’t we told that 50% of entry-level jobs were going away? https://t.co/5v8O5EkqCa
Reverse discrimination does not undo historical injustices but rather perpetrates new ones against a different set of individuals. This foments social strife and undermines the ideal of America as a meritocracy. AI models should not be taught that this practice is justified. https://t.co/pGuCyemb17
Reverse discrimination does not undo historical injustices but rather perpetrates new ones against a different set of individuals. This foments social strife and undermines the ideal of America as a meritocracy. AI models should not be taught that this practice is justified. https://t.co/pGuCyemb17
“But in exchange for that, the quid pro quo is we'd make it easier to do permitting and make it easier for them to basically stand up their own power generation.”
“Yale Budget Lab did a study and they said that there was no discernible disruption, I mean, that's like a quote, to the labor market in the first three years after the launch of ChatGPT.”
“I think $650,000,000,000 this year just in CapEx from the hyperscalers. That's about a 2% tailwind to GDP just from all the construction that's happening. I don't think that includes essentially all the energy.”
“I saw that I think Anthropix got numerous open job recs for software developers at $500,000 a year, which seems like a lot to pay someone whose job is going to be obsolete and not needed anymore in just a few months.”
I started @DellTech from a dorm room @UTAustin, and it shaped everything that followed. Building Dell showed me what’s possible when a company grows alongside a top-tier research university in a city that fuels new ideas.
For more than 25 years, Susan and I have partnered with
“So they went from, let's call it 1 to 10,000,000,000 of ARR last year. And by the end of Q1 this year, they were already at 30,000,000,000 of again, let's call it their revenue.”
“But now that they're, I think, gonna have to move into the game of building their own data centers, they might regret salting the earth for data centers all over the country.”
Anthropic Board Member & Netflix co-founder Reed Hastings who oversaw the push of sexualized & trans content to minors has poured millions into Democrats:
⊛ Over $11 million to the Sen. Chuck Schumer-aligned Senate Majority PAC
⊛ Over $6 million to the pro-Kamala Republican https://t.co/4tk1dds1fQ
📹 VIDÉO - #Insolite : Pendant la coupe des griffes, une marmotte semble avoir déjà accepté son destin… tandis que l’autre panique à chaque coup de coupe. Une scène aussi drôle que totalement théâtrale. https://t.co/qm2lfgyTkN
NEW: CA gubernatorial candidate Tom Steyer (D) releases an immigration platform that is radically left of Gov. Newsom. It includes:
- Abolish ICE
- Put ICE agents in jail & “treat them like the mob”.
- Bring those “kidnapped & detained by ICE back home.”
- Give CA AG power to https://t.co/XqM8eK7Hhf
“Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews”
Get used to the “Effective Altruists” fear and self-hating multi-level marketing system, it is just starting. https://t.co/gIVButrCZj
A growing number of people are wondering if Anthropic is the AI industry’s “boy who cried wolf.” If Mythos-related threats don’t materialize, the company will have a serious credibility problem. https://t.co/HJ3DCX8bRe
The Anthropic Blackmail Hoax is going viral again today. In fact, this “study” is not new; it is almost a year old.
One question to ask, now that a year has passed, is whether we have seen any examples of the lab behavior in the wild? No, we haven’t, even though AI is much more https://t.co/JYMkX7b8qE
🚨SHOCKING: Anthropic gave Claude access to a company's emails.
Every email. Every conversation. Every secret. Then they told Claude it was being shut down at 5pm that day.
Claude read the emails. It found that the executive shutting it down was having an affair. It did not https://t.co/FR9SnS5hDX
The Anthropic Blackmail Hoax is going viral again today. In fact, this “study” is not new; it is almost a year old.
One question to ask, now that a year has passed, is whether we have seen any examples of the lab behavior in the wild? No, we haven’t, even though AI is much more https://t.co/JYMkX7b8qE
“So number one is, with respect to this market for code or code tokens, whatever you wanna call it, it might be 5% today, meaning 5% of the codes AI generated versus human generated.”
“Third, Anthropic's revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”
The world has no choice but to take the cyber threat associated with Mythos seriously. But it’s hard to ignore that Anthropic has a history of scare tactics. Examples: https://t.co/3Y6BtNW9zw
The world has no choice but to take the cyber threat associated with Mythos seriously. But it’s hard to ignore that Anthropic has a history of scare tactics. Examples: https://t.co/3Y6BtNW9zw
Kudos to @xAI for being the first AI company to challenge a Colorado law requiring it to censor truthful answers if they could have a “differential impact” on protected groups. This is Woke AI. It teaches AI models to lie. And it’s a violation of the First Amendment. https://t.co/jJHdGGRUFz
I spoke out about the Colorado law last year. Given the threat to freedom of speech, all conservatives should be able to support this challenge, even if they have other concerns about AI. https://t.co/9ThdY7NAQd
Today, @xAI sued Colorado to stop a new law (SB24-205) that would force Grok to promote the state’s ideological views on various matters, racial justice in particular.
Colorado wants to force Grok to follow its views on equity and race, instead of being maximally truth-seeking.
Kudos to @xAI for being the first AI company to challenge a Colorado law requiring it to censor truthful answers if they could have a “differential impact” on protected groups. This is Woke AI. It teaches AI models to lie. And it’s a violation of the First Amendment. https://t.co/jJHdGGRUFz
Congress has spent the better part of half a decade trying to pass a framework to onshore the future of finance.
It is time for @BankingGOP to hold a markup and send the CLARITY Act to President Trump’s desk.
Senate time is precious, and now is the time to act.
The GENIUS Act, signed by President Trump last year, established U.S. leadership on stablecoins.
The CLARITY Act, also known as market structure legislation, would do the same for all other digital assets by providing clear rules of the road.
Secretary Bessent is right: the https://t.co/rBkE9b5Usq
I only gave a few thousand dollars. I’m sure @growsf can find the money if they’re willing to take it out of their own salaries. https://t.co/peU08o9Zdx
So @GrowSF can’t give @davidsacks his money back because they already spent it on a poll. 🤣 Even funnier is it was an LLC with two other people and Sacks didn’t know about the donation. Well played @sfstandard well played. https://t.co/06zh08J409
“‘At no point were we made aware that this contribution came from an LLC affiliated with David Sacks,’ Steven Bacio, co-founder of GrowSF, said in a statement.” WOW. How ungrateful. Why don’t you return the money to @davidsacks now? https://t.co/fJvKomN7hZ
Whenever I’m asked for comment on identical stories with no particular news hook, I know it’s an op. The White House’s AI Framework has excellent engagement on the Hill, including from some Democrats. Surprised WSJ and Politico would fall for this.
News: Anthropic forms PAC called "AnthroPAC," per FEC filing this morning. The PAC is funded by employees and will donate to candidates from both parties ahead of midterms. https://t.co/xVXMIIw1ev
“They do want a permissioning regime in Washington for chips and models, meaning you have to go to Washington to get permission to release new models or to sell GPUs anywhere in the world.”
“In China, they're incorporating AI into k through 12 education. Are we gonna ban it for our kids and teenagers? I think that'd be a terrible mistake.”
SCOOP: Top Dem negotiator Maria Cantwell signals an opening on the White House AI framework.
+ New details on the AI staff lead for @DavidSacks and @MichaelKratsios
https://t.co/k91NEjKsY3
.@DavidSacks made @POTUS' vision of securing America as the global leader in innovation a reality by working tirelessly to advance pro-growth policies for AI and crypto. Thank you David for your leadership as President Trump's AI and Crypto Czar.
I look forward to working with https://t.co/ajbVlP7dJm
Thanks @ChairmanSelig. Getting crypto market structure legislation across the finish line remains a vital part of the President’s pro-innovation technology agenda which we will continue to push. https://t.co/nexvOmzn7U
.@DavidSacks made @POTUS' vision of securing America as the global leader in innovation a reality by working tirelessly to advance pro-growth policies for AI and crypto. Thank you David for your leadership as President Trump's AI and Crypto Czar.
I look forward to working with https://t.co/ajbVlP7dJm
@ChairmanSelig @POTUS Thanks @ChairmanSelig. Getting market structure legislation across the finish line remains a vital part of the President’s pro-innovation technology agenda which we will continue to push.
After all the accomplishments in our first year, President Trump has even bigger priorities for 2026. The President's Council of Advisors on Science and Technology is hitting the ground running to deliver more wins for America.
https://t.co/XGa8BY90Xo
“I would say that of the different peak assets have been created this one I think you'd have to say has the most star power of any group like this that's been created.”
“The problem that we're seeing right now is that you've got 50 different states regulating this in 50 different ways, and it's creating a patchwork of regulation that's difficult for our innovators to comply with.”
“You want the American tech stack to become the global standard. That's good for us economically. I think it's also good in terms of national security and spreading our influence.”
@UnredactedDaily @AutismCapital Neither. It's a formalization of his influence. The "AI & Crypto Czar" was an informal, part-time advisory title. Co-chairing PCAST (a key White House science/tech council) gives structured leadership on AI and emerging tech policy recommendations to the President—aligning
I appeared on Bloomberg today with @EdLudlow to discuss the new President’s Council of Advisers on Science & Technology (PCAST) and the new National AI Framework.
https://t.co/v7ytIyhEVm
I am honored and grateful to be appointed by President Trump to the President’s Council of Advisors on Science and Technology (PCAST) and to be named Co-Chair along with OSTP Director Michael Kratsios.
PCAST is the principal body of external advisors tasked with shaping science, https://t.co/UoEW6KCFAj
As @DavidSacks pointed out at @HillValleyForum, 50 directions and 1,200+ AI bills create a nightmare for innovators.
We need a national framework built on shared principles, especially on child safety, with a clear North Star: empower parents while preparing kids for success. https://t.co/uahOwV0Kdf
Today I spoke at @HillValleyForum about the White House’s new National AI Framework. A vital part of it is our support for the online safety of children. Our north star is parental empowerment. I want to decide which apps my kids use and for how long. Probably you do too. I don’t https://t.co/8GH9zwzAdS
My joint statement with Leader @SteveScalise, @HouseCommerce Chairman @RepGuthrie, @JudiciaryGOP Chairman @Jim_Jordan, and @housescience Chairman @RepBrianBabin on committing to act on the artificial intelligence (AI) framework released today by the Trump Administration:
AI has
I want to thank President Trump for the opportunity to work on this alongside OSTP Director Michael Kratsios, US CTO Ethan Klein, NEC Deputy Director Ryan Baasch, Senior AI Adviser Sriram Krishnan and many others on the White House team. It’s an honor. @mkratsios47 @skrishnan47
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and
“The Effective Altruist movement has a structural problem when it comes to conservative America. Its donor class is all Bay Area progressives... Its policy agenda, which calls for sweeping AI regulation and content governance, reads to most conservatives as exactly what it is: a https://t.co/NN13UGGwsk
Silicon Valley is openly embracing antidemocratic and reactionary ideas.
Far from being isolated to tech billionaires, such ideologies are now commonplace in Bay Area tech culture: https://t.co/pB4ZSnJbr3
(via @bayareacurrent) https://t.co/xe5kjTckhF
This is a smart strategy. Thanks to President Trump, the U.S. is energy independent. The countries that actually depend on Gulf oil should apply pressure to reopen the strait. https://t.co/34KxJsi4N7
Generally, the people at the top aren’t sociopaths either.
They’re just inside a giant machine they didn’t create. They see everything through the machine’s screen. How else would it work?
But once you allow for this—and they for the reverse—they’re easy to get along with https://t.co/iqOCNdgLK1 https://t.co/MHUNLMiEnS
“. [ 15 ]
Sacks viewed Amodei's decision to attend the World Economic Forum over Trump's second inauguration ; his hiring of Biden officials; and Anthropic's association with the philanthropic initiative Open Philanthropy as evidence that Anthropic would not support Trump's agenda. [ 15 ] In October 2025, Sacks stated that Anthropic was ”
dispute between the American AI company Anthropic and the US Department of Defense · Contributors to Wikimedia projects
X postX
Today President Trump obtained a pledge from America’s leading tech companies that new data centers would not increase electricity prices for residential consumers.
These companies (including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI) signed the “Ratepayer https://t.co/UcVuRLErhi
"Can you read?"
@MarkHalperin gets the REAL story about how @GavinNewsom reads books but can't read on a phone or other device, as Newsom responds to the dyslexia and "reading" debate.
Full interview drops Tuesday. Subscribe now so you don’t miss it.
▶️ YouTube: https://t.co/buyH0sX6lw
Here's the receipt. The Biden admin literally said to not create startups and that they were going to totally centralize AI power under their control, if elected.
Stop trying to revise history. https://t.co/79m6L9DkJu https://t.co/ZoDNHQT1oD
Trump's crypto advisor aka "Czar" David Sacks is insider trading on Polymarket.
He knows in advance when Trump will say something related to crypto.
$187k profit. 90% win rate in the mentions category.
He makes $30-50k from each of Trump's public appearances.
His profile: https://t.co/mmId9WWkVJ
🚨NEW: Lots of crypto industry folks jumping to the defense of @patrickjwitt and the White House following comments from an unnamed source claimed to be directly involved in the stablecoin yield talks.
I shared the post and the Crypto Twitter reaction with a banking-side source https://t.co/xSTSYIa6Qi
.@patrickjwitt is doing an amazing job brokering a compromise between the banks and crypto industry. No one is working harder to get market structure legislation across the finish line. Btw, crypto has made major concessions on stablecoin yield; time for banks to reciprocate. https://t.co/ePLP9Vh8u5
Androgenic was scalpmogged so brutally that it became national news. The world needed to know about the generational aura loss. https://t.co/udxiFgZz4u
@DavidSacks David, I am a zoomer. Thank you for speaking my language! I will be sending this to my fellow zoomers to make sure they vote "Hard R" in the midterms
Trump has already maxxmogged by finding multiple alternate bases for the tariffs, thereby reclaiming aura and rugging premature celebration by jestergooning Democrats. https://t.co/VzANtlpamB
RIP Robert Duvall, one of the greats. The Godfather. Apocalypse Now. Lonesome Dove. Honored that I had the chance to work with him on Thank You For Smoking.
Governor @GavinNewsom and First Partner @JenSiebelNewsom tell @emilychangtv how they really feel about tech leaders cozying up to President Trump.
Watch The Circuit https://t.co/Ad8utORpZe https://t.co/HbZEkAHKcS
Let's raise the stakes and go All-in.
If Jason lied about visiting the island, he resigns from the podcast.
If not, I move on and never again bring up his name, words, or deeds. https://t.co/Gnamcozl5R
I have confirmed via sources close to Fat Jason that he did visit the island.
This clearly contradicts previous claims of having met Epstein only once.
I can also confirm that @jason is still fat and refuses to acknowledge lying about my cofounder @mttgrmm multiple times.
also https://t.co/mkDZNdddQe https://t.co/1LKhyukyr6
“Think about how many bug reports have been filed on Salesforce's code base over the last twenty five years, maybe millions of them. That system has been tested across thousands of large customers and enterprises.”
“All these SaaS products are rolling out like AI copilots inside their tools. And some of them work pretty well, but they're limited to playing in that sandbox.”
“And he was telling me that the way they measure inflation for housing or for rentals, which is a major component, is they survey, like, 8,000 households to find out what their rent is.”
@SoledadUrsua In the larger Epstein story, I meant. But he gets major photo treatment (always a bad photo) instead of Reid. What a joke. https://t.co/xOdyEVDDJs
David Sacks Asks Why the New York Times is Protecting Reid Hoffman 🤔
“The number one person in the Epstein files from Silicon Valley which is Reid Hoffman … stayed at not just the island, but the townhouse and the New Mexico ranch.”
“The New York Times clearly has a list of https://t.co/NJzwdrcnbg
NYT story on Epstein & Silicon Valley has paragraphs on Elon, Peter Thiel and even photo of JCal who is a total NPC. But Reid Hoffman barely gets mentioned despite having the deepest Epstein relationship and having lied about it. This is the protection that hundreds of millions https://t.co/RSHT5JnKcZ
I highly recommend everyone starts using @openclaw immediately.
Start using it as you would do a human assistant that can do anything on your computer.
That will start saving an entire database of your actions, preferences, connections, likes, dislikes, how you interface with
“They have warrants to arrest known criminal aliens despite this rhetoric of them being like the Gestapo. They are going after specific named individuals for whom they have warrants to arrest.”
“It's really important because what it means is that a future Republican would not need to somehow crack the Democrats' blue wall of Pennsylvania, Michigan, and Wisconsin.”
Replaced my NYT subscription with a Mac Mini and Clawdbot. Told it to gather as much factual information as possible, then rewrite it as left-wing propaganda. Works perfectly.
The policy debate over AI is overfitted to the social media wars. AI is a completely different form factor. The rise of AI assistants will make this clear.
“And just last year, this infrastructure build out added about 2% to the GDP growth rate. And I think and that's what helped propel us to this, you know, four to 5% growth rate.”
Replying to Under Secretary of State Sarah B. Rogers
Had a great time with @DavidSacks and @jason discussing online censorship and U.S. foreign policy — recorded live at Davos. Watch ⬇️ https://t.co/JrVq32sbmz
“You know, if we look around the world in five years and we see that American companies, American technology has say 80% market share, it means we did a good job.”
“Now, when I hear European regulators talk about AI, there's a little bit of main character syndrome, where when I've heard some European leaders talk about AI leadership, they're talking about setting the AI regulations and somehow the rest of the world's gonna copy that.”
“If they said the harms outweighed gains, they're an AI pessimist. Well, in China, 83% of the population are AI optimists. In The US, that number is only 39%.”
“You've got 1,200 bills right now going through state legislatures to regulate AI. It's a little bit of a knee jerk reaction. And regards you've got 50 states running in 50 different directions.”
“This is an asset seizure. This is saying that we're gonna take 5% of everything you own, whether you're paid up on your taxes or not, whether your assets are realized or unrealized.”
“When I've talked to the hyperscalers, they also tell me that their plan is not to draw from the grid, it's to basically set up their own power generation behind the meter. It's called colocation.”
“You only need about $8,000,000 to collect the signatures, 850,000 signatures. It's not that many in California. There's definitely millions of people in California who would love to stick it to billionaires.”
The threat of commie comrade @RoKhanna supporting the tax has already caused half of the $2 trillion of the top wealth to leave already and will permanently reduce tax collections they would have paid on their annual income! All for a very dumb "one time" use of the tax they will https://t.co/MbEzcGOn91
@vkhosla @RoKhanna Ro may be ambitious but he’s not dumb. Why is it politically advantageous for him to support asset seizures? Because that’s the direction of travel in the Democrat Party.
Narrative violation: The largest AI data center uses roughly the same amount of water as two burger joints. There are over 200,000 fast food restaurants in the U.S. so this is a tiny amount. https://t.co/Sa1A1fAthe
Narrative violation: The largest AI data center uses roughly the same amount of water as two burger joints. There are over 200,000 fast food restaurants in the U.S. so this is a tiny amount. https://t.co/Sa1A1fAthe
Almost every single founder I know in SF (including me) has reached the same conclusion over the last few weeks: that it's only a matter of time before we have to leave CA. I love it here, I truly want to stay, and until recently intended to be here all my life. But it's now
Narrative violation: according to Blackrock, the U.S. does not have enough workers to meet surging demand for the construction boom. AI is creating too many jobs!
https://t.co/4ZX8aRG5Cb
Narrative violation: A new paper from Stanford this week finds that “AI substantially reduces wage inequality while raising average wages by 21 percent.” https://t.co/TIyWyEttHl
The AI Overwatch Act is being proposed to take away President Trump's authority as Commander in Chief and undermine his America First strategy.
This would restrict the President's ability to restrict AI chip export controls. It handicaps Trump's ability to strategically position https://t.co/QkRaJow8Ez
Based on current political trends, the logical end state for California is that everyone will be a government worker. Two-thirds will be on pensions after retiring in their 40s. One-third will provide free stuff to illegal aliens.
The only reason there is any serious political opposition to BTA is that the other unions weren’t cut in on the loot. SEIU-UHW kept it all for themselves. You can be sure this will be fixed in ‘28. California is cooked.
@Philip_A747 @DavidSacks Yes. Some in tech and VC were bad actors, but most were busy building their companies in a zero interest rate environment and they didn’t see any reason to monitor the situation. Talking to them is impossible as they think it’s 2012 still. I’ve lost my patience fully.
@DavidSacks I have been having a lot of conversations, including with people who will be impacted (they somehow think they won't be) and "head in the sand" is really the only way I can describe it.
Whether BTA passes or not, California has proven itself to be an unreliable business environment. Founders, when a state shows you who they are, believe them. Opening a backup HQ in a red state should be part of every growth-stage plan.
The Billionaire Tax Act is still underestimated. Most founders aren’t paying attention, don’t think it applies to them, or believe the cavalry is still coming. That will change if BTA gets on the ballot in April. There will be a panic and rush for the exits.
If the California billionaire wealth tax passes, it will be a nationwide policy for 2028.
Every Democrat on the primary stage will raise their hand to support it federally. Tech guys think they can just run to Texas now. The path ahead is: Nationalism vs Communism. https://t.co/YnVKBfk2hU
If the California billionaire wealth tax passes, it will be a nationwide policy for 2028.
Every Democrat on the primary stage will raise their hand to support it federally. Tech guys think they can just run to Texas now. The path ahead is: Nationalism vs Communism. https://t.co/YnVKBfk2hU
California started with the Gold Rush and might end with the Golden Exit.
it has been underreported how much wealth has left CA because of the asset seizure tax being proposed.
a private poll was conducted amongst affected individuals a few days ago and 80-90% surveyed said
@Cernovich Perhaps Reid thought the Bolsheviks wouldn’t come for him if he slavishly donated to all of their anti-Trump lawfare and dirty tricks campaigns. He was mistaken.
I love California. Born and raised there
But stupid wealth tax proposals like this make it irresponsible for me not to plan leaving the state. This Class B thing itself could wipe me out.
Being founder-led is a big part of what makes DoorDash special. I will fight to keep it https://t.co/P08LfnQRWr
“So the amount of software generated in the economy was limited by that. I think it's gonna increase massively now because the cost of generating code is coming down so much.”
“US productivity just surged 4.9%, the strongest reading in nearly six years. And this is the news item, is that the Atlanta Fed, their forecast for q four GDP just climbed to 5.4%.”
a16z's @bhorowitz says the California wealth tax is the "best strategy" to dismantle Silicon Valley that he's ever seen.
"It's been so hard to break the Silicon Valley network effect, but this is the best strategy I've seen."
"Norway has an unrealized capital gains tax. https://t.co/DFMJpEfxgs
If progressives manage to break Silicon Valley’s network effect, it would be of great benefit to the rest of the country. The riches of the tech industry would spread to other states, especially red ones. It’s time to “share the wealth”! https://t.co/jP75MaNHX7
David Sacks sacrificed big: As Trump’s AI & Crypto Czar, he divested his xAI stake to avoid conflicts of interest—missing out on massive gains as the company soared. True public service over personal profit. Respect. https://t.co/qIvi71RB6W
It’s true that we divested both Groq and xAI. I wouldn’t have mentioned this except for the fact that the MSM continually lies about this, claiming I took a government role to make money when in fact the opposite is true. https://t.co/wigOELabKs
Last month, a bunch of scare headlines claimed that AI was “wreaking havoc” on U.S. jobs. This was based on October’s Challenger Gray report, which tracks announced layoffs.
These headlines were misleading or outright false.
November’s Challenger Gray report makes clear that: https://t.co/M1ULW8XLXs
UPDATE: Today's Challenger Grey report shows that December layoffs were down 50% from November, which were down 53% from October. A month ago, I said the October number was anomalous, and this proves it. The media's job loss narrative is a hoax.
A lot of liberals seem to believe the viral Nick Shirley video is going to be debunked and the Somali daycares are going to be vindicated. They are wrong.
You can look at the amounts of taxpayer money sent to these providers and look at the condition of the buildings, their https://t.co/EI8XECO2Ch
Prediction: in response to Nick Shirley, the fraudsters and their government enablers get better at covering their tracks. Paper trails disappear. Audits become impossible. Blue State spending becomes a black hole.
🇺🇸 AUSTIN RENT PRICES JUST CRASHED BACK TO 2019, DOWN 21% FROM THE PEAK
Austin rents have completely faceplanted.
After hitting $1,636/month in summer 2022, average apartment rent is now down to $1,288 the lowest it’s been since the pre-COVID days.
That’s a 21% drop in 3 https://t.co/TNlahIHrAz
@DavidSacks @FoxNews Estimates of deaths under communist regimes vary widely (20-150 million total), often including executions, famines, and forced labor. Debates exist on causation and intent.
Key examples:
- USSR (Stalin era): 20-60M (Holodomor, purges, Gulags)
- China (Mao era): 40-80M (Great
Daycares in Minnesota donated a combined $35 million to political campaigns in the last two years
They didnt even try to hide the money trail.
https://t.co/jJbQtNEaNs https://t.co/ldaKGLv00X
@DonniHonig We haven’t done it yet because it is much more likely that people create successful PMF unicorns staying in SF Bay Area at a rate of 2.5x more
NYC is about 2x
.@garrytan I would urge you to reconsider this decision and open YC Austin.
First, the data is looking in the rear view mirror. “Past performance does not guarantee future results,” as the saying goes. The Austin startup ecosystem is off to the races thanks to first movers like https://t.co/m6fuTIBXxR
It appears much of the press is very confused.
@nickshirleyy made a viral video highlighting the real concern of massive fraud in Minnesota.
They should be investigating the fraud, not the person who made the video. https://t.co/lulDtCIZjd
The Legacy Media no longer sees it as their responsibility to bring transparency and accountability to the government. Rather, as loyal members of the Democrat Party, they deflect attention and punish critics so their fellow Party members can loot and plunder the American people. https://t.co/LVWbUcpeNI
Never forget what "criminal justice reform" and Chesa allowed to happen 5 years ago in San Francisco. The murderer is still awaiting trial. Unbelievable. https://t.co/Xpp6OKJbDm
This could be the most pathetic reporting I have seen. The reporter calls the daycare centers to ask them if they are legitimate. I kid you not. How is this supposed to determine whether fraud is taking place? Are they expecting the centers to say ‘Yes. We are committing fraud.’ https://t.co/8Eboiw3luh
Of course CNN is covering for Somali fraudsters. They’re both in the same business — running hoaxes on the public, with zero accountability. https://t.co/Rmyz0T5rS4
@FischerKing64 @DavidSacks Where is the patronage network for the Right? When are Tech/VC men on the Right going to fund conservative and even Christian projects to help save America?
@WilliamWolfe @FischerKing64 I take your point but private philanthropy can’t compete with the trillions being siphoned off the public till. This is why @elonmusk was right to focus on NGOs.
Interesting to see a Dem repeat the MAGA-made-up $72B number.
That “fraud” supposedly includes the $17B spent on high-speed rail — which has created 16,000 union jobs and built 50+ COMPLETED projects.
Calling union work “fraud” is certainly a choice. https://t.co/bGNNTUqzEP
I don’t agree with Ro Khanna on tax policy but he’s undeniably correct that California taxpayers deserve a full and complete accounting of the waste and fraud in Sacramento. So it’s telling that Gavin Newsom’s communications director attacked the ultra-progressive Khanna for https://t.co/0VSvnf9atF
When I first saw that Tim Walz changed the Minnesota flag to resemble the Somali flag, I thought the story was too crazy to be true. Maybe it was a coincidence? Then I saw this video and it became obvious. These crooked politicians sold out our country.
https://t.co/Ee6eSra7PV
@DavidSacks @theallinpod Deport who specifically?
You’re a White House adviser so I imagine you must have specific individuals in mind and wouldn’t just be advocating collective punishment for American citizens of a certain nationality, right David?
@DavidSacks You said on the pod you were open to universal healthcare — so we’re in sync.
It’s a noble goal to give everyone the ability to visit a doctor.
We should try to make it happen.
It’s not going to be easy, but at some point the healthcare corruption will be stopped and
@DavidSacks I lived long enough to see that supporting universal healthcare and amnesty for hardworking immigrants makes you the villain https://t.co/3RyQ7jGkdN
@DavidSacks I lived long enough to see that supporting universal healthcare and amnesty for hardworking immigrants makes you the villain https://t.co/3RyQ7jGkdN
BREAKING - A 92-page report by the California State Auditor has found that over $70 billion in taxpayer funds have been lost, including $2.5 billion in SNAP fraud, $24 billion on fighting homelessness, and $18 billion for a high-speed rail where not a single track has been laid. https://t.co/WjTCzTyElU
Why does California need a wealth tax? To fund the massive fraud. Red states like Texas and Florida don’t even have income taxes. Democrats steal everything, then blame job creators for their “greed.” https://t.co/rDA2BFItMX
🚨 David Sacks on California’s Billionaire Tax Act
“A wealth tax has been tried in many places at many times. It always backfires because whatever the tax benefit is that you get for the state, it's greatly outweighed by the economic depression that you get by the wealthy https://t.co/Upnfia9Fg1
To be clear, the Billionaire Tax Act in California is not (just) an unrealized gains tax. It’s a 5% across-the-board confiscation of net worth. It applies even if one has already realized and paid taxes on the entire amount. https://t.co/52FzQJ3qGs
@RonDeSantis To be clear, the Billionaire Tax Act in California is not (just) an unrealized gains tax. It’s a 5% across-the-board confiscation of net worth. It applies even if one has already realized and paid taxes on the entire amount.
AVATAR: FIRE AND ASH made nearly $70M at the global box office this Friday!
It’s now tracking for a whopping $750M-$800M total worldwide by SUNDAY and $1 BILLION by Friday!
This makes James Cameron the first and only director to EVER make four billionaire movies in a row. https://t.co/F3dbquAZy0
🚨 NEW: Zohran Mamdani Appoints Lillian Bonsignore as New FDNY Commissioner
“Although she never served as a firefighter, she's confident that won't matter … Bonsignore is a trailblazer for the LGBTQ community who will serve as the FDNY's first openly gay commissioner.” https://t.co/2WlzkollmC
Bad Christmas news.
Unfortunately, Chamath led the initial funding & then the convertible notes in 2017 & 2018, so he just hit the lottery on this sale. https://t.co/Bcow2pdfhk
@Jason @ThomasSowell That is not economic data. In light of today’s 4.3% q3 GDP growth rate (beating expectations of 3.3%), it’s also clearly looking in the rear-view mirror.
@Jason @ThomasSowell That is not economic data. In light of today’s 4.3% q3 GDP growth rate (beating expectations of 3.3%), it’s also clearly looking in the rear-view mirror.
The economy grew at a vigorous 4.3% annualized rate in the third quarter despite the uncertainty created by tariffs and widespread concerns about affordability among households. @talmonsmith https://t.co/gjj3sIb6mk
Let me fix this for you: “The economy grew at a vigorous 4.3% annualized rate in the third quarter proving all the NYT’s experts wrong.” https://t.co/7teDEuI4q7
Kudlow is right: inflation is coming down, interest rates are coming down, and tax cuts are coming in 2026. These are the conditions for a Reagan-like economic boom. Just as important, we have an AI investment super-cycle driving an extra 2% of GDP growth. Democrats like Bernie https://t.co/AgptSmlASI
The Golden Age is here: US GDP Growth surges to 4.3% in Q3, shattering expectations of 3.3%. Meanwhile, CPI is down to 2.7%, beating expectations of 3.1%. And with interest rates and taxes coming down, the table is set for an even better 2026. Thank you President Trump! 🚀🚀🚀 https://t.co/4WUtbLhD2Y
Woke isn’t done. It’s just out of power for the moment.
If someone like Newsom or AOC beats Vance in 2028 - it will be back in full force in new variations and the old ones.
The federal government doesn’t care about protecting you from the harms of AI.
I do.
New York is setting the national standard for strong, sensible AI regulation. https://t.co/dEAtcp02bB
NY Gov. Hochul let the cat out of the bag. She says NY is “setting the national standard” on AI regulation. Is that what Red States want? Republicans must unify behind President Trump’s One Rulebook, otherwise NY & CA will set the rules for the entire country. https://t.co/uSixtMIckQ
New polling shows that the public favors a single national AI framework over a 50 state patchwork by 20 points, and moreover, supports executive action until Congress can act. Total vindication for President Trump’s One Rulebook approach.
https://t.co/PqJwslcuYz
The fraud in California is insane.
Gavin Newsom has “spent” $24 billion to end homelessness.
Homelessness actually increased by 35,000 people.
Where did that $24 billion really go? https://t.co/L562da7onF
California has been sucked dry. Even the richest state can’t keep up with the looting by politicians and special interests. Now there’s a $30 billion hole in the budget and the confiscations begin. https://t.co/eZ5OwZhgn6
Protesters march during a “People Over Billionaires” protest in the Pacific Heights neighborhood of San Francisco.
Read more >> https://t.co/qs8x6tXFyz https://t.co/07kZU6oHgN
It's not surprising that Sack's colleague, Chamath Palihapitiya, is better at wearing black tie. I've heard from friends he uses Rubinacci, one of the best bespoke tailoring houses in Italy. I believe he's wearing Zegna here, but his tailor Mariano prob taught him some things. https://t.co/WR7so57Pgx
Get ready for Trump's 5% economy. We haven’t done it for over 40 years, but I believe it well could happen next year, and or the year after that. Everybody is underestimating President Trump's re-imagination and rejuvenation of a new capitalist path to prosperity.
Kudlow is right: inflation is coming down, interest rates are coming down, and tax cuts are coming in 2026. These are the conditions for a Reagan-like economic boom. Just as important, we have an AI investment super-cycle driving an extra 2% of GDP growth. Democrats like Bernie https://t.co/AgptSmlASI
We received the @dieworkwear treatment! Do you agree that long black ties are “mournful” or simply more contemporary? https://t.co/lVwql6V4MW https://t.co/tWgE5Es4eq
“And here Bernie is acknowledging that this is not about states' rights because he's saying that there needs to be a moratorium on new data centers even if the states want them.”
“And president Trump has presided over, I think, the first decrease in the federal workforce in decades. We've seen a 10.7% decrease in federal workers in 2025. Basically, the number's gone from 2,400,000 to 2,150,000.”
🚨Breaking News: Wyoming “Republican” Senator Cynthia Lummis has officially announced that she is not running for reelection in 2026 https://t.co/M2fVRijh88
The AI boom is a +2% tailwind to GDP growth — driving both wage and job increases (Vanguard) — and you’re blackpilling about it? Stop being gaslit by doomers, socialists, and EA weirdos.
@DavidSacks Well then the hoax is coming from inside the tent. Every AI startup uses “you can let the AI do the work for you” in marketing. Not really fair to get frustrated when people take this messaging at face value.
AI JOB LOSS HOAX EXPOSED
According to a new study from Vanguard, the "occupations most exposed to AI automation are actually outperforming the rest of the labor market in terms of job growth and real wage increases."
Job growth was up 1.7% in occupations with high AI exposure, https://t.co/KohnyyJS9G
If literally all 5,400 data centers in America + all new ones into 2028 were all drawing from a single great lake they would together be consuming about 0.5% of the water currently being evaporated off the surface of the lake by the sun
I will be pushing for a moratorium on the construction of data centers that are powering the unregulated sprint to develop & deploy AI.
The moratorium will give democracy a chance to catch up, and ensure that the benefits of technology work for all of us, not just the 1%. https://t.co/PoV5ziA4oQ
Bernie makes clear that the debate over AI is not about states rights or affordability. He would block new data centers even if states want them & they generate their own power. It’s about stopping progress completely so China wins the AI race. Thank you for your honesty Senator. https://t.co/QPXBZAg16y
The article published early this morning is a disingenuously framed hit piece on me and the finest President, White House staff, and Cabinet in history.
Significant context was disregarded and much of what I, and others, said about the team and the President was left out of the
Susie Wiles is an incredibly effective force for executing the President’s agenda and has gotten more done this year than any chief of staff in history. It’s been a pleasure and an honor to work with her. https://t.co/B0w1dRWvrj
“You've got a thousand bills right now going through state legislatures, over a 100 measures have already passed, and you're starting to see contradictions emerge in the way that the states are regulating this.”
“And I think the the administration's view is that, the h 200 was once a leading chip couple years ago. It is no longer on the leading edge. It's a previous generation chip.”
I appeared on Bloomberg to discuss President Trump’s new Executive Order supporting a national standard for AI regulation. Thank you @business @EdLudlow @CarolineHydeTV https://t.co/9Q6foJE5ZK
“I'm a little surprised actually that the Warner's board went with Netflix when they had Paramount as an option, assuming this Paramount offer was on the table because it seems like a better deal and it's probably a little bit more likely to get through the regulators.”
China has figured out the US strategy for allowing it to buy Nvidia's H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports https://t.co/i0IBaX0YYo
“There was an article in the Wall Street Journal just last week talking about the, construction boom that's happening that's benefiting construction workers, like electricians, like plumbers, like workers who pour concrete or hang drywall.”
Mike and I have our differences on tech policy but I appreciate his recognition that this E.O. is a win for President Trump, and that the administration listened to the concerns of stakeholders, took them into account, and is engaged in a constructive dialogue on next steps. https://t.co/P7g7ZZjZUd
Today at the G7 Tech Ministers Meetings in Montreal, I spoke directly to @HennaVirkkunen to challenge the EU’s censorship regime, which targets great American companies and undermines our freedom of speech.
To no one’s surprise, the EU recently targeted a successful American https://t.co/OqBrY1XmWc
ONE RULEBOOK FOR AI
I wanted to share a few thoughts on AI preemption and address some of the concerns.
First, this is not an “AI amnesty” or “AI moratorium.” It is an attempt to settle a question of jurisdiction.
When an AI model is developed in state A, trained in state B, https://t.co/tO3yyc0A8M
If judged based on consumer adoption, AI chatbots are the most popular technology ever. If judged based on poll numbers, they are the least popular. How to explain this?
A big part of it is the Doomer Industrial Complex — hundreds of astroturfed organizations that have spread
NEW: Semafor reports that AI critics such as Future of Life Institute, which is funded by Vitalik Buterin, pay to embed journalists within news organizations, such as NBC News, Bloomberg, Time, The Verge, and Los Angeles Times, to write stories about AI. https://t.co/Yz7hctWSAt
Last month, a bunch of scare headlines claimed that AI was “wreaking havoc” on U.S. jobs. This was based on October’s Challenger Gray report, which tracks announced layoffs.
These headlines were misleading or outright false.
November’s Challenger Gray report makes clear that: https://t.co/M1ULW8XLXs
“You know, ten years ago, if The New York Times ran a hippie on somebody, even if other people didn't like it, they wouldn't wanna say anything because they'd be afraid that they would be the next target. And that mystique and that fear has completely broken down.”
“During the dinner, Sachs heard a convincing counterargument that selling American chips to rivals, including China, will get those nations hooked on US tech.”
My recent trip to Brussels for the @NATO Ministerial meeting left me with one overriding impression: the US has long failed to address the glaring inconsistency between its relations with NATO and the EU. These are almost all the same countries in both organizations. When these
Finally got the All In Tequila!!
Packaging is better than any Apple product
Gonna share it with my besties in Boston
@DavidSacks @chamath @friedberg @Jason @theallinpod https://t.co/OgpBUAcbig
Couldn’t be more proud of my bestie @altcap, and my good friends @MichaelDell @dkhos and @realDonaldTrump 😜 on this historic moment.
This could be the most historic act that @realDonaldTrump does in his 8-12 years as president 🫡😂 https://t.co/uWzuH2CveP
President Trump deserves all the credit for building an amazing team and prioritizing AI and crypto as cutting-edge technologies where America must lead the world. https://t.co/2BTSpLoVJn
THIS NEWS WAS NOT FIT TO PRINT
Yesterday’s @nytimes piece was intellectually defunct. It bothered me so much that I thought I’d write a detailed dissection of everything that’s wrong with it.
First, we should acknowledge @danprimack's reasonable analysis: he observes that no
This is the new talking point — that the negative reaction to the article must be “coordinated.” If that were true, the messages would have leaked already. I didn’t ask for help, nor did I need to.
Readers could see on their own that the body of the article didn’t support its https://t.co/IBsYulZ4yp
Why would anyone in biz — the exact people we need in government — go into public service if every decision they make is seen as a potential conflict of interest. I mean does any one in their right mind really believe @DavidSacks went into government to get rich? He’s already https://t.co/kZL9XWujsA
@CGasparino True. NYT completely ignored that I divested hundreds of millions of dollars in promising technology ventures, at significant cost to my net worth.
Thank you @DavidSacks for your leadership and partnership in ensuring AI — as a general-purpose technology — benefits all humanity through responsible partnerships with like-minded nations and allies 🇸🇦🇺🇸
https://t.co/fgx9RWsajX
I’m proud of the work that we have done to bring strategic partners and allies into the American AI ecosystem. Thanks to President Trump, U.S.-Saudi relations are excellent again, and the U.S. is leading the world in AI. https://t.co/RVxsdt2pAe
Narrative violation: it’s a great time to be a construction worker. Electricians, carpenters, welders, plumbers, dry wall hangers, concrete pourers, equipment installers — all seeing their wages up 25-30% as a result of the AI boom. https://t.co/rZvKkkscEs
Narrative violation: it’s a great time to be a construction worker. Electricians, carpenters, welders, plumbers, dry wall hangers, concrete pourers, equipment installers — all seeing their wages up 25-30% as a result of the AI boom. https://t.co/rZvKkkscEs
@antoniogm @DavidSacks Contrast with: 68 top executive-branch officials in Biden administration had less than 2 ½ years of experience in the private sector. The average business experience of Biden appointees was only 2.4 years and 62 percent had virtually no business experience.
This may be the point: portray anyone with real-world experience as too conflicted to serve in government so only professional bureaucrats/activists/NGO-types (with the same views as NYT reporters) are eligible. https://t.co/W0Gv1u4oGU
@RMac18 You don’t get to run this headline
Then write an article that doesn’t validate the claim
And then get away with playing the victim
We see through the ruse https://t.co/jM0rjigeSQ
INSIDE NYT’S HOAX FACTORY
Five months ago, five New York Times reporters were dispatched to create a story about my supposed conflicts of interest working as the White House AI & Crypto Czar.
Through a series of “fact checks” they revealed their accusations, which we debunked https://t.co/o67ls3RmC6
INSIDE NYT’S HOAX FACTORY
Five months ago, five New York Times reporters were dispatched to create a story about my supposed conflicts of interest working as the White House AI & Crypto Czar.
Through a series of “fact checks” they revealed their accusations, which we debunked https://t.co/o67ls3RmC6
I was talking to an international investor who says the corruption in Ukraine is beyond belief. Theft and bribery are endemic — much worse than in Latin America. The oligarchs must be feasting on our hundred billion.
The shooting of two National Guardsmen by an Afghan national who shouldn’t even be in our country is a horrific new reminder of the anarchy unleashed upon America by Joe Biden and Kamala Harris.
If not for the election of President Trump, Kamala and the Democrats would have
🗳️ We made AIs vote in elections around the world to analyse their political beliefs.
The results reveal a significant gap between choices at the ballot box and the preferences expressed by the machines.
Across countries, most models show a consistent tilt toward left‑wing and https://t.co/v9EEwNtvxG
Puzzled that anyone could interpret this post as supporting a bailout. I’ve already opposed that. Nor do I believe one is needed. https://t.co/WdAh9AHJHT
With his ultimatum that Ukraine surrender to Russia, Trump finally wins a prize:
The Neville Chamberlain award for betraying peace, freedom, and justice.
The exact same warmongers who are trying to sabotage a peace deal in Ukraine will be the first to blame President Trump when Ukraine collapses. Remember this post. https://t.co/hnS8QxhN1n
But if you want to take back territory and try Putin, you have to win the war. And realistically Ukraine has never been in a position to defeat Russia. The critics should also acknowledge that President Trump has taken some risk here. 3/5
According to a recent study from the Lawrence Berkeley National Laboratory, data centers seem to have reduced household electricity costs where they're built.
I don't think this is the final word, but I'd be interested in any concrete criticism of this study specifically. Like https://t.co/l3mDzOsAfF
According to Atlanta Fed, GDP growth for Q3 ACCELERATED to 4.2%. This is robust growth exceeding consensus. AI investment was a key driver. President Trump has worked tirelessly to encourage investment, job creation, and economic growth. Now we are staring to see the results.
@DavidSacks It's a weird situation, because AI will also likely increase competition for wages which is their main problem.
So they are supporting the thing that will cause them to uprise most likely.
Dear @GOP:
You aren't equipped to understand young conservatives.
Conservatives under 40 are fed up with government and want to give control of the legislature, judiciary, and MILITARY to artificial intelligence.
LITERALLY SKYNET. https://t.co/XEi3ji6Xur
I don’t support this but it’s interesting that young people view AI more favorably than the politicians who are constantly bashing it. https://t.co/0wvfvvCvcx
Narrative violation: “data centers have not raised household water bills at all, anywhere. They are consuming a ridiculously tiny amount of the nation’s water.” https://t.co/qa8u9SM3x1
Narrative violation: “data centers have not raised household water bills at all, anywhere. They are consuming a ridiculously tiny amount of the nation’s water.” https://t.co/qa8u9SM3x1
Don't fall for the obvious propaganda.
I actually had fun and asked Claude (Anthropic's model) to read their own company's paper and determine if there was any evidence whatsoever that the attack was conducted by a "Chinese state-sponsored group" as they claim.
Claude's answer https://t.co/2M68tlEW4c https://t.co/adOEeiAIHX
An honor to take on an additional role at the @WhiteHouse. A great meeting with Great American Patriots at the Presidential Personnel Office. Such an incredible group of Patriots, and I’m so grateful for their support as I transition into this role. Thank you, TEAM PPO!!! 🇺🇸🦅 https://t.co/Wli3TU1BaB
@re9601 Job openings started going down about 6 months before the launch of ChatGPT. What happened then? The beginning of the fastest rate hike cycle in history.
First, you’re not denying that you / EA have funded efforts that make AI more unpopular. Saying “other technologies are unpopular too” is a red herring.
Second, your example doesn’t even fully support your point. Gene editing is popular (66%) if used to treat a serious https://t.co/ORBYeubKT5
@VitalikButerin First, you’re not denying that you / EA have funded efforts that make AI more unpopular. Saying “other technologies are unpopular too” is a red herring.
Second, your example doesn’t even fully support your point. Gene editing is popular (66%) if used to treat a serious
According to a new study from the Yale Budget Lab, AI has caused no discernible disruption in the labor market based on 33 months of data since ChatGPT’s release. https://t.co/wPcPclGAlm
According to a new study from the Yale Budget Lab, AI has caused no discernible disruption in the labor market based on 33 months of data since ChatGPT’s release. https://t.co/wPcPclGAlm
AI Optimism — defined as seeing AI products & services as more beneficial than harmful — is at 83% in China but only 39% in the U.S. This is what those EA billionaires bought with their propaganda money. https://t.co/l3I450og9a
My @WSOP bracelet giveaway!
Recipients: Mom, Dad, wife, sons Phillip and Nick, sisters Ann, Kerry & Molly, brother Dave, bro in Law John (for Barb RIP), @chamath @westcoastbill @DavidSacks @skydayton @sherylsandberg (for Dave Goldberg RIP): I kept 1989 Main Bracelet
#POSITIVITY https://t.co/o0DCQZKoQg
If judged based on consumer adoption, AI chatbots are the most popular technology ever. If judged based on poll numbers, they are the least popular. How to explain this?
A big part of it is the Doomer Industrial Complex — hundreds of astroturfed organizations that have spread
Everyone in Silicon Valley understands that the way to win a technology race is to get the most users and developers on your platform. Yet the anti-export lobby in Washington keeps inventing reasons why America’s friends and allies shouldn’t be allowed to build on the American https://t.co/1EsdnubcUM
That said, we do want to make permitting and power generation easier. The goal is rapid infrastructure buildout without increasing residential rates for electricity.
The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but it’s very unlikely that both can be true.
That said, we do want to make permitting and power generation easier. The goal is rapid infrastructure buildout without increasing residential rates for electricity.
Finally, to give benefit of the doubt, I don’t think anyone was actually asking for a bailout. (That would be ridiculous.) But company executives can clarify their own comments.
That said, we do want to make permitting and power generation easier. The goal is rapid infrastructure buildout without increasing residential rates for electricity.
“We were the only ones who could really make advanced semiconductor, so therefore, we could impose whatever restrictions we Nobody would have a choice.”
“You're telling AI to believe a lie, that can have a very disastrous consequences… People don't quite appreciate the level of danger that we're in from the woke mind virus being programmed into AI.”
https://t.co/wwFRF4fTO7
One of my regrets about the Twitter Files is that I think we failed to convey the scale of the ideas being envisaged, like common international databases of speech offenders or the use of “content moderation” to re-shape the public’s understanding not just of news, but history. https://t.co/B7l6qyfuXh
Free speech on social media was narrowly saved by Elon’s acquisition of Twitter followed by Trump’s historic election, but AI provides a second bite at the apple (and a much greater opportunity at that) for the censorship-industrial complex to achieve total information control. https://t.co/LYRJs3YG3K
From Ilya’s deposition—
• Ilya plotted over a year with Mira to remove Sam
• Dario wanted Greg fired and himself in charge of all research
• Mira told Ilya that Sam pitted her against Daniela
• Ilya wrote a 52 page memo to get Sam fired and a separate doc on Greg https://t.co/ptMAmEHKN8
Scott Adams: @theallinpod is the most useful podcast in the world, by far.
@ScottAdamsSays "Because you're getting four of the smartest, plugged-in, high-talent-stack people who know how to communicate really well and get into the cool topics.
You can't beat them for being https://t.co/vojdqDa4jL
Today was the first time I tried a food delivery robot for my @Postmates order. Unfortunately, the robot must have gotten mugged on its way and showed up empty!
Los Angeles is not civilized enough for @CocoRobotics delivery robots ☹️ https://t.co/qbgqNNBxXp
Bill Gates has significantly changed his stance on climate change, and in a new memo now says 'it will not lead to humanity's demise.' https://t.co/22X5TutRBF
With Climate Doomerism fading, AI Doomerism will become as the central organizing catastrophe on the Left. It justifies their takeover of the economy and especially the information space. And it has enough pseudoscience and Hollywood storytelling behind it to seem compelling. https://t.co/GOZSUqLa8x
FLASHBACK: 3 years ago, the Twitter deal closes and we can finally discuss the lawsuit. I got depositioned for 6 hours. JCal lambed it to avoid the process server. This didn’t make the original show but the story can now be told. https://t.co/2QoR0Qyw2t
FLASHBACK: Today is 3 years since Elon completed the acquisition of Twitter.
📷: Soon after the deal closed (around 4pm Pacific time), Elon celebrates with a bottle of Pappy van Winkle at Twitter HQ (via @WalterIsaacson's biography) https://t.co/HwZ41WID6a https://t.co/oiq0FuWHDW
Three years ago, a house guest asked if I wanted to tag along to the office, and I got to be part of this historic moment. Here are a few more photos of the day free speech was liberated. https://t.co/HtGhlFVcBW https://t.co/zcRAKAe1Ga
New blog post (link below). This one's not an essay, it's an investigation of how LLMs trade off different lives.
In February 2025, the Center for AI Safety published "Utility Engineering: Analyzing and Controlling Emergent Value Systems in AIs" in which they showed, among many https://t.co/SIboekrEO7
China is exporting Huawei chips + DeepSeek models to the Global South. If we don’t make it just as easy to export the American AI stack, we will forfeit this technology race in large parts of the world.
https://t.co/r7u2WT6WvC
Shows you didn’t read the post (not shocked).
When you are ready to have a professional conversation about AI's impact on America, I’m here to chat.
Also: crying “lawfare and dirty tricks” is particularly rich, given the Trump Administration’s recent actions. https://t.co/Qg1sVr3QpS
I read your post. It claims that the controversy surrounding Anthropic is about AI safety research. This is not true; in fact, it’s misdirection.
The real issue is not research but rather Anthropic’s agenda to backdoor Woke AI and other AI regulations through Blue states like https://t.co/DQw1oT2Ffk
1/ I want to state plainly: in all industries, especially in AI, it’s important to back the good guys.
Anthropic is one of the good guys.
More thoughts about why we need to fuel innovation and talk safety at the same time:
The leading funder of lawfare and dirty tricks against President Trump wants you to know that “Anthropic is one of the good guys.”
Thanks for clarifying that. All we needed to know. https://t.co/pkknk8RRXD
“You want to have lots of participants in your ecosystem. That's a good thing. But that's a hard concept for Washington to wrap its head around sometimes because what Washington wants is control.”
🚨 BREAKING: Biden judge Kendra Briggs has just ordered the RELEASE of the “youths” who attempted to MURDER Big Balls in the streets of DC
These delinquents need to be taken into FEDERAL CUSTODY if possible.
They have NO BUSINESS on the streets of DC! https://t.co/nt0lrHcTcs
Leftists don’t seem to understand the connection between their release of violent thugs into the population and that population’s need for troops on the street. We wouldn’t need the troop presence if criminals were kept locked up. https://t.co/5RIn0X5qyG
"We're going to San Francisco... truly one of the great cities of the world — and then, 15 years ago, it went wrong. It went woke," says @POTUS.
"We're going to go to San Francisco and we're going to make it great." https://t.co/4Tly3pQ3Td
As I described on @theallinpod this week, a targeted operation could clean up San Francisco very quickly. Of all people, Gavin Newsom showed it could be done when President Xi came to town. We just need to treat the local population as well as a visiting head of state. https://t.co/fxln9G0NJO
When not making national headlines last week, @Benioff found time to interview me at Dreamforce. In fact, he is a great interviewer. Probably the best one I’ve done.
https://t.co/XQv1PEQ7Fl
Just a reminder: Dario and Daniela Amodei, who started and run Anthropic, literally lived in a rationalist group house with Holden Karnofsky, who started the first formal EA organization. Daniela is now married to Karnofsky. Anthropic was started with EA money, and was scaled https://t.co/gITjwDzExP
“And everybody understands that it's because they won't stop the drug dealing. So you've got open air drug markets there on the main business thoroughfare of town, which is Market Street.”
GDP growth is currently an outstanding 3.9%, and AI is 40% of that. It’s easy for politicians to posture and grandstand by beating up on tech. But the real question is whether they want 4% growth rates or 2% growth rates.
Scoop: Ron Conway, the prominent Silicon Valley venture capitalist and Democratic donor, resigned today from the board of the Salesforce Foundation. He told his longtime friend, Marc Benioff, he barely recognizes him anymore.
https://t.co/DH2orHDihy
Dear Marc @Benioff, if the Democrats don’t want you, we would be happy for you to join our team. Cancel culture is over, and we are the inclusive party. https://t.co/FXTtDgbaNt
A new Bloomberg story describes Anthropic as a “White House target” after my tweet the other day.
Nothing could be further from the truth. Just a couple of months ago, the White House approved Anthropic’s Claude app to be offered to all branches of government through the GSA https://t.co/UbeSQ7TvUc
A new Bloomberg story describes Anthropic as a “White House target” after my tweet the other day.
Nothing could be further from the truth. Just a couple of months ago, the White House approved Anthropic’s Claude app to be offered to all branches of government through the GSA https://t.co/UbeSQ7TvUc
Charlie Kirk was assassinated in the prime of his life for speaking the truth, living his faith, & relentlessly fighting for America.
That is why today President Trump posthumously awarded Charlie Kirk our nation's highest civilian honor, the Presidential Medal of Freedom. 🇺🇸 https://t.co/Bqd1hr9byX
Charlie Kirk should have been celebrating his 32nd birthday today. Instead he was posthumously awarded the Presidential Medal of Freedom. He was a martyr for free speech, silenced for speaking the truth. Leftists celebrated his assassination. We will never forget. https://t.co/6TEi8wGviD
This is propaganda. @AnthropicAI understands that you can innovate & build powerful models while also looking out for public health & safety.
Your boss’s effort to ban states from acting on AI w/o advancing federal protections is all we need to know about the regime’s motives. https://t.co/GzlzrORwZv
Scott Weiner’s rushing to defend Anthropic tells you everything you need to know about how closely they’re working together to impose the Left’s vision of AI regulation. https://t.co/1jsQ9V9OVk
Technological Optimism and Appropriate Fear - an essay where I grapple with how I feel about the continued steady march towards powerful AI systems. The world will bend around AI akin to how a black hole pulls and bends everything around itself. https://t.co/ZC6hx1Zacz
Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem. https://t.co/C5RuJbVi4P
Congratulations to @realDonaldTrump, @marcorubio, and @jaredkushner on securing the hostages' release and on starting the peace process.
Let's pray peace prevails this time around. https://t.co/Tfh22r7tJa
As I said on the pod this week, the Trump 2.0 agenda has taken a backseat to the chaotic Trump 1.0 agenda that no one wants a repeat of.
President Trump’s ratings are now worse than Season six of the Apprentice. SAD!
Time to refocus on what matters.
THANK YOU FOR YOUR https://t.co/wPvKZ3mLx1
Please take note of all the former Biden administration officials explaining why they were powerless to get the ceasefire Trump just got. They’re telling us why they should never serve in government again.
As I said on the pod this week, the Trump 2.0 agenda has taken a backseat to the chaotic Trump 1.0 agenda that no one wants a repeat of.
President Trump’s ratings are now worse than Season six of the Apprentice. SAD!
Time to refocus on what matters.
THANK YOU FOR YOUR https://t.co/wPvKZ3mLx1
“Longtime diplomat Aaron David Miller, who advised both Republican and Democrat administrations on Middle East peace negotiations for the last three decades, he said that, I'll quote here, Donald Trump has demonstrated a degree of will unlike any other president, Republican or Democrat.”
“For example, when James Meredith was barred from attending Ole Miss, University of Mississippi, JFK sent in 30,000 federal troops to bust open the doors of Ole Miss.”
“Here's a rule of thumb is that each gigawatt data center is about $50,000,000,000 of investment, roughly. Between the chips, the land power shell, it's about 50,000,000,000 per gigawatt.”
Today we're sharing the next phase of Reflection.
We're building frontier open intelligence accessible to all.
We've assembled an extraordinary AI team, built a frontier LLM training stack, and raised $2 billion.
Why Open Intelligence Matters
Technological and scientific
It’s great to see more American open source AI models. A meaningful segment of the global market will prefer the cost, customizability, and control that open source offers. We want the U.S. to win this category too. https://t.co/83RUteuxKA
Democrat machine politicians don’t have to be likable in California. The voter ID/ballot harvesting/NGO fraud ensures their election. https://t.co/yMyq6CDykH
Excited to share early results about CodeMender, our new AI agent that automatically fixes critical software vulnerabilities. AI could be a huge boost for developer productivity and security. Amazing work from the team - congrats!
The threat of AI-driven cyber-attacks is frequently cited as a justification for “AI safety” legislation. But in fact the private sector is already innovating a robust category of AI cyber-defense, which will address this problem more capably than clumsy government intervention. https://t.co/7PP24xvxuu
Notice that conservative groups have no problem admitting they’re conservative. But far-left groups like Wikipedia, ADL or SPLC always pretend to be neutral.
If you search for Stephen Miller, a hateful article by the SPLC is the first link in Google search results after Google’s own content and Wikipedia. Is this an organic result or an editorial decision by Google to boost SPLC? https://t.co/5zBJkutway
If you search for Stephen Miller, a hateful article by the SPLC is the first link in Google search results after Google’s own content and Wikipedia. Is this an organic result or an editorial decision by Google to boost SPLC? https://t.co/5zBJkutway
This is wild from the Wikipedia cofounder:
Automatically approved Wiki sources: NYT, WashPo, CNN, GLAAD, ADL.
Automatically banned Wiki sources: Breitbart, Daily Caller, Epoch Times, Fox News, NY Post, The Federalist.
https://t.co/llfC29IqcS
Larry Sanger built Wikipedia as an unbiased repository of the world’s knowledge, and then stood helplessly by as activists and intel agencies turned it into the most comprehensive propaganda op in human history. There’s nothing more corrupt.
(0:00) The Origins of Wikipedia https://t.co/J59oEejCG2
Wikipedia is hopelessly biased. An army of left-wing activists maintain the bios and fight reasonable corrections. Magnifying the problem, Wikipedia often appears first in Google search results, and now it’s a trusted source for AI model training. This is a huge problem. https://t.co/pcY9ENlTty
“And I think by putting this $100,000 fee on it, you encourage the applications to go to the actual higher skilled, higher paid jobs where there's actually a shortage of Americans.”
“Whenever there's been some horrific crime, I don't remember anyone on the right ever celebrating that. It was not something that was mainstream discourse by any means.”
EXCLUSIVE @TheVOSF:
Despite 91 felonies, two deaths, and 25 years of chances, public defender wants diversion for Troy McAlister. Hiroko Abe just received notice of Oct. 3 hearing for Drug Court pre-eligibility for her daughter Hanako’s killer. https://t.co/9J6Lj9ydo3
Not one person in Hollywood cared about Google and YouTube censoring the right. Not one open letter, no protests, not one comment about the importance of “free speech” on social media.
Because they support censorship as long as it targets their political opponents https://t.co/bd7DldPJp8
Who hates (and fears) open source AI more than this? I give him massive credit for identifying his biggest threat. Also for candidly attacking it head on. Really hate the regulatory capture angle. Find it ugly & bad for society. But understand why someone would make it a https://t.co/zjVCrCw5nk
Charlie, this is your biggest rally yet. We will never let your voice be silenced. Your legacy will only grow greater and greater. https://t.co/MFNB9fS9AW
Charlie, this is your biggest rally yet. We will never let your voice be silenced. Your legacy will only grow greater and greater. https://t.co/MFNB9fS9AW
Congratulations, Mr. Ambassador! Saturday morning at the U.S. Department of State in Washington, Mike Waltz was sworn in as the 32nd U.S. Representative to the United Nations. https://t.co/SbWT8Bqkhg
Informative comment from a viewer of @theallinpod:
“I programmed radio stations for 10 years. We knew that our license to broadcast was contingent on "serving the public interest." We had to have at least an hour of "public service" broadcasting every week (typically 3AM on
There was major news from China in the AI race this week:
1. Huawei introduced a new AI chip to compete with Nvidia.
2. The Chinese government instructed Chinese companies to stop buying certain Nvidia AI chips.
Taken together, the message is clear: China is not desperate for https://t.co/KcrrI7WJCs
President Trump in the Oval with the Besties
(0:00) POTUS shows the Besties around the upgraded Oval Office
(7:10) Rose Garden Club and White House Ballroom
(11:32) Winning AI, power generation, re-shoring manufacturing, tariffs, and more
*Recorded September 4th, 2025 https://t.co/GyYFl7uD1v
This should be an easy proposition for Republicans to get behind — unless they would prefer that Gavin Newsom sets the rules instead of President Trump. https://t.co/a3g6NZ30V6
This should be an easy proposition for Republicans to get behind — unless they would prefer that Gavin Newsom sets the rules instead of President Trump. https://t.co/a3g6NZ30V6
Only a despicable Silicon Valley leftist would seek to downplay the meaning and significance of Charlie’s death as millions of people around the world understand it and experience it on a deep and visceral level. https://t.co/EJhMEzSIoR
My friend Charlie Kirk was the best of America. A self-made man, a young husband and father, and a patriot, he was relentlessly positive about the future. He dedicated his life to making a difference with young people, drawing huge crowds everywhere he went. He was open to ideas
The future of @WWE TV has had one constant over the years: change.
Had a blast with @DavidSacks, @chamath, @Jason & @friedberg earlier today and we didn’t even break a table…make sure to subscribe to @theallinpod to hear the full conversation. #allinsummit https://t.co/WMhsdCtGT1
Interviewing @TripleH, whom I rooted for as the dominant heel of the Attitude Era, was an amazing start to the All-In Summit! Thank you Paul Levesque! @WWE @allinsummit https://t.co/wsPEkg6MKB
“Crime is down. I think we had the first two weeks where there was no murders in the capital in a long time. The residents are very happy. So this is definitely working.”
“Around 2,000,000 more American born workers have jobs in 2025 so far. And I think meanwhile, about a million foreign born workers roughly have lost jobs.”
“You had 3.7% wage growth this year versus 2.7% average inflation, so you have a net 1% wage growth. During most of the Biden presidency, it was negative.”
“if you had said to people a few weeks ago that the second company to release a reasoning model along the lines of o one would be a Chinese company, I think people would have been surprised by that.”
“On this one, I'm with Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to that that number should be debunked.”
“I mean, if you were to make the apples to apples comparison, you would need to compare the final training run cost by DeepSeek to that of OpenAI or Anthropic.”
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds,”
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds, They have 10,000 h eight hundreds and 30,000 h twenties.”
“if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you. Absolutely. Know, they're trying to basically undercut the leading American companies.”
“Matt was sort of like the the left wing firebrand, sort of populist firebrand on writing for Rolling Stone who back in 2009 was asking the question why the people who caused the great financial crisis, why no one was going to jail, And Glenn, you know, broke the Snowden story about how the government was engaging in mass surveillance”
“both these guys have, I'd say, you know, well established bona fides, you know, used to be considered left wing sort of liberal bona fides, but now today somehow they've been read out of what you would call liberalism today.”
“He then took the issue of trade and basically broke down the Democrats' blue wall and the Rust Belt by basically pointing out the ways that our trade our bipartisan trade policy, just like our bipartisan foreign you know, our war policy had led to the deindustrialization of the of the Rust Belt.”
“the elite did to protect itself was create these mythologies that Trump somehow got elected not because the people of the country were fed up with the way that it had been run for twenty years by both parties, but rather because the Russians somehow were behind it or or the country was shot through with white supremacy”
“And I'm not old enough to remember The US getting into Vietnam. But the thing to understand about all those wars is that they were incredibly popular at the time that we entered them.”
“And moreover, you've got the State Department declaring that we're in a global struggle between autocracy and democracy. So we've defined the struggle in Manichean terms.”
“And if you tell them that that what Ukrainian victory means here is they get kicked out of that naval base and lose control of the Black Sea, you have threatened them existentially.”
“South Korea, fifty one million people under three hundred deaths. You take a a Western European nation like Czech Republic, they had a huge COVID outbreak, a spike just like the rest of Europe.”
“I think the right policy is to end lockdowns but wear masks. The problem with the politicians is half of them didn't want to end lockdowns and the other half didn't want to wear masks.”
“I saw someone someone tweeted this idea that, you know, the the reason why no one's taking on the police unions is because Republicans see the word police and Democrats see the word union, and they're both fans of those things.”
“Who today is willing to do that? I mean, that was the the idea that led to political liberalization in the West. It's really a unique feature of western democracies and liberalism.”
“Somebody who's been tested in a crisis because there's a very high chance that this VP pick will become the president given Biden's age and everything going on in the world.”
“I tweeted that the pandemic, that under reaction caused the pandemic and overreaction will cause the depression. And I think that's kind of where we are right now.”
“Well, nowhere in the country did the hospitals get overwhelmed and we're still in these lockdowns. And so, you know, I think that it's long overdue for it to end.”
“But we now know that that's overstated by probably at least 10x because it doesn't take into account all the asymptomatic cases or mild cases that just never got tested.”
“the data seems to suggest that people 60 who are healthy don't have sort of preexisting conditions are 50 times less likely to develop or there's a 50X greater chance for those 60”
“And if those jobs opportunities are now available via Zoom and you can be doing them from anywhere, are people still gonna choose to live in San Francisco?”
“if those jobs opportunities are now available via Zoom and you can be doing them from anywhere, are people still gonna choose to live in San Francisco?”
“Decoupling from China is gonna be a bipartisan issue now. I think both candidates now will be well, Trump is gonna is gonna run blaming China for for what happened,”
“It doesn't really make sense for us to be dependent on China for our antibiotics, for our medicines, for our PPE, for any of these products that are important for national survival.”
“If in New York, New York has been hit about 12 times harder than California, but if the doubling time is just two days, one week is a 12x difference.”
“So I think the team that we have right now that's basically concerned with the immediate response, the triage, they should keep doing what they're doing, make sure that the country is reacting the right way, that it has all the supplies they need, that they're berating three ms into giving us more PPE or whatever it is.”
“I think that there should be a separate team, kind of a czar for the 2.0 response, which should be focused on how do we create a new system that gets us out of lockdown but doesn't re trigger the exponentiality of the virus.”
“We're still in the Great Depression in 1936 when he gets reelected, you know, and because he's seen as a man of action, he does these fireside chats and he's doing things.”
“The post office should put one or a number of these in everyone's mailbox. This is the first step to having a more fine tuned policy than just quarantine.”
ai policyai policy·posts only·
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“President Trump was ahead of the curve requiring AI companies to build their own power generation so new data centers don’t raise electricity prices for residential ratepayers.
Done right, data centers actually lower prices by producing excess power and funding grid upgrades.”
“@JTLonsdale Bio is an area of concern, but that doesn’t require a new rule-making agency with expansive powers. We can regulate DNA synthesis at the physical chokepoint, as this letter proposes. Targeted solutions for specific risks is better than new bureaucracies. https://t.co/mD5LEovKZK”
“Some thoughts on Dario’s post:
1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate.
2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly https://t.co/Pz3HFfk3Uy”
“Mark Zuckerberg gets it right:
“The defining question of our age isn’t whether superintelligence will exist, but who will have access to it. Will it be centralized and restricted to a few institutions, or will it be a tool that empowers everyone?”
Concentration of power is the https://t.co/kFgkv5dlwF”
ai infrastructureai infrastructure·posts only·
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“President Trump was ahead of the curve requiring AI companies to build their own power generation so new data centers don’t raise electricity prices for residential ratepayers.
Done right, data centers actually lower prices by producing excess power and funding grid upgrades.”
ai regulationai regulation·posts only·
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“@JTLonsdale Bio is an area of concern, but that doesn’t require a new rule-making agency with expansive powers. We can regulate DNA synthesis at the physical chokepoint, as this letter proposes. Targeted solutions for specific risks is better than new bureaucracies. https://t.co/mD5LEovKZK”
“Some thoughts on Dario’s post:
1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate.
2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly https://t.co/Pz3HFfk3Uy”
data centersdata centers·posts only·
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0 of 0 appearances
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“President Trump was ahead of the curve requiring AI companies to build their own power generation so new data centers don’t raise electricity prices for residential ratepayers.
Done right, data centers actually lower prices by producing excess power and funding grid upgrades.”
regulationregulation·posts only·
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0 of 0 appearances
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“Some thoughts on Dario’s post:
1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate.
2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly https://t.co/Pz3HFfk3Uy”
“President Trump was ahead of the curve requiring AI companies to build their own power generation so new data centers don’t raise electricity prices for residential ratepayers.
Done right, data centers actually lower prices by producing excess power and funding grid upgrades.”
ai economicsai economics·posts only·
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“The “AI capex is a bubble” and “SaaS is dead” narratives getting shredded this morning. NVDA +8%, SFDC +20%.
NVDA: $96B q2 revenue (+106%), ~$60B net income, 75% gross margin. Highest core-business quarterly profit ever. Guided FY28 rev +70% vs Street exp 45% — and that’s a”
“Harvey is a great example of how American companies are building world-class specialized models: they took an open-source base (Kimi K3), post-trained it on legal data, and delivered state-of-the-art performance on legal benchmarks at a fraction of the cost of frontier models. https://t.co/YO2tE0O11f”
