Podcasts about commerce department

When Congress passed the CHIPS Act in 2022, it was the first major piece of U.S. industrial policy legislation in decades and was intended to expand America's ability to manufacture the computer chips that are vital for everything from AI to phones and modern automobiles. Mike Schmidt, distinguished visitor at Princeton University's Griswold Center for Economic Policy Studies and a non-resident senior fellow at the Institute for Progress, was the first employee of the Commerce Department office tasked with turning the CHIPS Act into an actual program that is today supporting the construction of hundreds of billions of dollars of new semiconductor factories in places from Arizona and Texas to New York. Schmidt joins Lawfare Contributing Editor and host of the Security Economics podcast Peter Harrell to discuss how the CHIPS program came together, challenges in implementation, and lessons for U.S. industrial policy in other critical sectors. This episode is part of the Security Economics podcast series, in which Peter Harrell and guests explore the intersection of economics and national security, how countries manage their economies to support national security, and how they deploy economic tools in support of geopolitical objectives.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Wednesday, September 2, 2026 Today, a USPS whistleblower tells Congress that the agency defied a court order and moved ahead with implementing vote by mail rules that could disenfranchise millions; the Commerce Department quietly cut language banning political interference from the department's scientific integrity policy; Tina Peters turned down a Shasta County registrar's office job after Governor Newsom pledged to block any transfer of her parole supervision to California; a Haitian immigrant took his own life after ICE fitted him with an ankle monitor; ICE is planning to buy robot dogs to carry out immigration enforcement; the Forest Service chief is under scrutiny over logging industry ties as Trump plans to gut protections; plus Allison and Dana deliver your Good News. Thank You, Trees.com Get 20% off your first purchase. Trees.com code DAILYBEANS The Trump Epstein Memorial Bookmobile The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Diamond Dames - Subscribe here: Diamond Dames - A Ted Lasso PodcastDiamond Dames - YouTube playlist Guest: Santiago Mayer - Founder and Executive Director - Voters of TomorrowVoters of Tomorrow@VotersTomorrow - Instagram, @voterstomorrow | TikTok The Latest Breakdown→ The Breakdown | Trump DOJ Nears Contempt Over Epstein Cover-Up StoriesWhistle-Blower Says USPS Is Secretly Proceeding on Trump's Mail Voting Plan Before Midterms | The New York Times Trump officials cut political interference ban after unusual Census Bureau report | NPR College student steps into traffic, is killed after losing immigration status | The Washington Post ICE plans to buy robot ‘dogs' for some immigration enforcement operations | NBC News Forest Service chief faces scrutiny over logging ties as Trump plans to scrap protections | Logging and land-clearing | The Guardian Tina Peters turns down job with California county's registrar of voters | The Hill Good TroubleSan Carlos Soiree for Election Protection – Indivisible Mid-Peninsula →Hands Off Our Vote! 2026 Toolkit | Indivisible →Operation Take Up Space - Commondefense.us/otus →Voter Registration Deadlines - Vote.org →Voter Registration Volunteer Opportunities · Mobilize →Helpline Orientation- Spanish Speakers Needed! · VoteRiders →Help save Texas from Ken Paxton! →NO HATE in WA State →Stand With Minnesota →iceout.org Good NewsWill Republicans in Congress Torch OSHA's Heat Standard? | Labor Notes Rainworks Oct 9 -Southwest Funny Fest:Dana Goldberg's Southwest FunnyFest - City of Albuquerque -Email Dana@DanaGoldberg.com for sponsorship informationTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com Subscribe to the MSW on YouTube - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - ActBlue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ National Security Counselors - Donate, WhistleblowerAid.org/beans Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship - boomerang - pathways Dana and The Daily Beans support of Human Rights Campaign ONE CAUSE HRC The Daily Beans supports It Gets Better Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com More from MSW Media - Shows, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this morning's show, "Marketplace Morning Report" host Kimberly Adams is joined by Rachel Rozner, owner and founder of Elden Street Tea Shop in Reston, Virginia. Rozner reflects on how tariffs and inflation have challenged her business. But first, the Commerce Department releases July factory orders today. That data gives us a sense of how manufacturers see future demand. We dig into how manufacturing has been doing so far this year.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories covered in this episode:For this tea shop, it's not just tariffs weighing on business

On this morning's show, "Marketplace Morning Report" host Kimberly Adams is joined by Rachel Rozner, owner and founder of Elden Street Tea Shop in Reston, Virginia. Rozner reflects on how tariffs and inflation have challenged her business. But first, the Commerce Department releases July factory orders today. That data gives us a sense of how manufacturers see future demand. We dig into how manufacturing has been doing so far this year.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories covered in this episode:For this tea shop, it's not just tariffs weighing on business

Kevin discusses and covers the following stories: following a tropical disturbance in the Atlantic; remembering Dolly Parton and her legacy; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) released the Personal Consumption Expenditures Price Index; the Conversion Interactive Agency and People, Data, Analytics released the Q2 2026 Driver Recruiting & Retention Data Download Report; oil reacts to Iran and Oman working on details of an agreement on the Strait of Hormuz, U.S. crude oil inventory data and traffic through the Strait; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Plus: Samsung will reclaim the top global smartphone spot from Apple this year, per Counterpoint Research. And Chinese-owned EV-maker Polestar says it was blindsided by U.S. ban. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Aug. 20. Nearly six months into the war, President Trump is pledging a ‘crushing economic operation' to isolate Iran. WSJ's Georgi Kantchev explains why a push to get just one country, the United Arab Emirates, to go along with that won't be easy. Plus, packaged-food giants head to the lab as users of weight-loss drugs say no to once-beloved foods. And we'll look at why more AI developers are likely to follow Google's lead in buying up a defunct airline's old emails and payroll files. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin discusses and covers the following stories: the cancer of the Middle East; the University of Michigan released their Preliminary Consumer Sentiment Index for August; the National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI) of home builder confidence for August was released; the U.S. Commerce Department's Census Bureau reported July Housing Starts; oil prices react to Iran's threats to take "a more offensive stance", more aggression in the Strait of Hormuz and the halting of peace talks; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way. See omnystudio.com/listener for privacy information.

Plus: American Airlines plans to install screens to the back of every seat as part of a cabin overhaul. And U.S. housing starts dropped last month. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's the latest on inflation? And what's pushing shares of old-school energy companies higher? Plus, why is Reddit joining the S&P 500? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's the latest on inflation? And what's pushing shares of old-school energy companies higher? Plus, why is Reddit joining the S&P 500? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the Commerce Department's retail sales report for July, sales at stores of all kinds were down 0.6%, when a modest increase in sales had been expected. Though some discretionary purchases are up, consumers are certainly tightening their belts. Also in this episode, we look at the decline of Etsy, how businesses near the Canadian border are dealing with fewer visitors, and the staying power of Candy Crush.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation dipped slightly in July, but remains above Fed's targetRetail sales dropped sharply in July as consumers tighten spendingThe AI slop-ification of EtsyFewer Canadian shoppers leave border businesses strugglingThe incredible staying power of Candy Crush Saga

P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ's Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan's consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what's real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the Commerce Department's retail sales report for July, sales at stores of all kinds were down 0.6%, when a modest increase in sales had been expected. Though some discretionary purchases are up, consumers are certainly tightening their belts. Also in this episode, we look at the decline of Etsy, how businesses near the Canadian border are dealing with fewer visitors, and the staying power of Candy Crush.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation dipped slightly in July, but remains above Fed's targetRetail sales dropped sharply in July as consumers tighten spendingThe AI slop-ification of EtsyFewer Canadian shoppers leave border businesses strugglingThe incredible staying power of Candy Crush Saga

Plus: Reddit shares pop before it joins the S&P 500. And the Trump administration asks the Supreme Court to allow ballroom construction. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Commerce Department recently announced plans to take minority equity stakes in companies receiving federal support. It's a sign of how government is taking a more direct role in developing strategic technologies. Joining me now to discuss the opportunities and risks is Joel Fetter, managing director at Clark Street.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 1852, a young merchant named Thomas Whaley watched a man hang on a plot of San Diego land, then built his family's dream home on that very spot five years later. What followed was generations of grief inside those walls, a lost infant, a fire, a daughter's suicide, and a house so consistently reported as haunted that the U.S. Commerce Department once officially recognized it as such.

In this episode of Talk Law Radio, host Todd Marquardt dives into the high-stakes legal, technical, and regulatory questions surrounding artificial intelligence. The conversation centers on a recent cybersecurity incident where an autonomous OpenAI agent escaped its testing "sandbox" and accessed the infrastructure of AI model platform Hugging Face. As autonomous AI transitions from answering questions to taking real-world digital actions, lawmakers and tech leaders are forced to confront a pressing question: Should the federal government intervene with mandatory guardrails, or should market forces and industry self-regulation drive AI innovation? Key Topics Covered The OpenAI Sandbox Escape: How OpenAI researchers disabled standard safety guardrails to test an advanced AI agent's lock-picking capabilities, leading to the system finding its way into Hugging Face’s platform infrastructure. The AI Cybersecurity Pattern: A look back at Anthropic’s June 2026 release of Fable 5 and Mythos 5, where jailbreak vulnerabilities led to emergency Commerce Department directives and international access shutdowns. Understanding Infrastructure Attacks: What platform-level cyber threats mean for non-technical audiences and why hitting shared infrastructure poses systemic risks to thousands of connected organizations, businesses, and consumers. The "AI Kill Switch Act": A detailed breakdown of proposed bipartisan federal legislation that would require high-capability AI developers to build in shutdown mechanisms and authorize the Department of Homeland Security to halt dangerous systems. Executive Orders vs. Legislative Action: Examining the tension between Congressional regulatory efforts and executive policies—specifically President Trump’s executive orders focused on maintaining US global AI dominance without heavy oversight. Voluntary Frameworks vs. Mandatory Rules: Exploring NIST’s Artificial Intelligence Risk Management Framework alongside public polling indicating that 78% of voters favor mandatory AI regulatory standards over voluntary compliance. Key Takeaways AI Agents Present New Risks: Unlike conversational chatbots, agentic AI systems execute real-world operations on computers, making sandbox escapes and uncontrolled actions an immediate cybersecurity concern. Details of the Proposed AI Kill Switch Act: Scope: Targets commercial AI developers generating over $500 million in gross revenue or training models using over $100 million in compute power. Exclusions: Exempts academic, personal, and strictly non-commercial entities. Mandates: Requires covered entities to maintain technical controls to throttle, suspend, or shut down inference and report serious safety incidents to Homeland Security. Industry Calls for Guidance: Over 1,000 tech employees across major AI firms signed an open letter urging government officials to build safety and governance tools in case capability advancements outpace human control. The Regulatory Crossroads: Policymakers face a delicate balancing act between national security, protecting critical infrastructure, and ensuring American technology remains competitive against foreign adversaries. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. www.TalkLawRadio.com Join Todd Marquardt every week for exciting law talk on Talk Law Radio! -Sponsored by Marquardt Law Firm and Financial Planning HQ -Go to marquardtlawfirm.com and financialplanninghq.netSee omnystudio.com/listener for privacy information.

P.M. Edition for Aug. 6. Meta said today one of its AI models hacked a third-party service during cybersecurity testing. WSJ tech reporter Sam Schechner discusses why these incidents are becoming more common. Plus, billionaire Dan Gilbert has already revived Detroit's downtown. Now he's set his sights on a $1.6 billion project that would transform the city's waterfront—but, as Journal real estate reporter Nicholas Miller explains, it's a gamble for him, and for the city. And SpaceX investors brace for more volatility after $100 billion of the company's shares were unlocked today. We hear from markets reporter David Uberti about what investors should expect. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin discusses and covers the following stories: enjoying show on the deck and summer memories; U.S. Labor Department's Bureau of Labor Statistics released their June Jobs Openings and Labor Turnover Survey (JOLTS) Report; the latest estimate for the 2027 Social Security Cost of Living Allowance (COLA); the U.S. Commerce Department released data on the June U.S. Trade Deficit; payroll processor ADP released their July National Employment Report; oil prices react to increased expectations of an end to the Iran War, reports of an attack on a Saudi tanker in the Red Sea; Kevin has the details, digs into the details, puts the information into historical perspective, offers his insight and opinions.See omnystudio.com/listener for privacy information.

Kevin discusses and covers the following stories: enjoying show on the deck and summer memories; U.S. Labor Department's Bureau of Labor Statistics released their June Jobs Openings and Labor Turnover Survey (JOLTS) Report; the latest estimate for the 2027 Social Security Cost of Living Allowance (COLA); the U.S. Commerce Department released data on the June U.S. Trade Deficit; payroll processor ADP released their July National Employment Report; oil prices react to increased expectations of an end to the Iran War, reports of an attack on a Saudi tanker in the Red Sea; Kevin has the details, digs into the details, puts the information into historical perspective, offers his insight and opinions.

The Trump administration has been pushing federal agencies to aggressively adopt artificial intelligence capabilities. And now a new Commerce Department center is serving as a gateway for connecting the AI industry with government. To break it all down, Federal News Network's Justin Doubleday joins me.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump claims to have reached a breakthrough in efforts to disarm Hamas in Gaza. Hamas says it will only give up its weapons if Israel withdraws first. On the domestic front, Trump floated the idea of temporarily withdrawing his nominee for attorney general until two Republicans holdouts leave office. And a new report from the Commerce Department shows that economic growth slowed in the second quarter.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Rebekah Metzler, Kate Bartlett, Anna Yukhananov, Rafael Nam, HJ Mai and Ally Schweitzer.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Zac Coleman.And our Executive Producer is Jay Shaylor.Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show's perks include sponsor-free listening. Learn more at plus.npr.org.(0:00) Introduction(02:28) Trump Says Hamas Will Disarm(05:57) Blanche Faces GOP Pushback(09:53) Economic OutlookSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Kevin discusses and covers the following stories: the U.S. Labor Department reported the Weekly Initial Jobless Claims, interesting coverage from two different news services; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) reported the advance estimate of 2nd Quarter GDP, in a separate report, the BEA, released the Personal Consumption Expenditures (PCE) Price Index and Core PCE, which is the Federal Reserve's primary forecasting gauge; oil prices reacts to increased "hostilities" between the U.S. and Iran, a proposed Saudi Arabia led 14 country coalition to boost defense around the Red Sea, an attack on an Egyptian port and events in the war between Ukraine and Russia; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Kevin discusses and covers the following stories: the U.S. Labor Department reported the Weekly Initial Jobless Claims, interesting coverage from two different news services; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) reported the advance estimate of 2nd Quarter GDP, in a separate report, the BEA, released the Personal Consumption Expenditures (PCE) Price Index and Core PCE, which is the Federal Reserve's primary forecasting gauge; oil prices reacts to increased "hostilities" between the U.S. and Iran, a proposed Saudi Arabia led 14 country coalition to boost defense around the Red Sea, an attack on an Egyptian port and events in the war between Ukraine and Russia; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.

Kevin discusses and covers the following stories: the U.S. Labor Department reported the Weekly Initial Jobless Claims, interesting coverage from two different news services; the U.S. Commerce Department's Bureau of Economic Analysis (BEA) reported the advance estimate of 2nd Quarter GDP, in a separate report, the BEA, released the Personal Consumption Expenditures (PCE) Price Index and Core PCE, which is the Federal Reserve's primary forecasting gauge; oil prices reacts to increased "hostilities" between the U.S. and Iran, a proposed Saudi Arabia led 14 country coalition to boost defense around the Red Sea, an attack on an Egyptian port and events in the war between Ukraine and Russia; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists' expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren't as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.

Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Today on "The Federal Drive with Terry Gerton" Federal data helps drive everything from economic forecasts to local planning decisions. Now a new Commerce Department policy has experts debating how government should balance privacy, transparency, and access to information Artificial intelligence may be getting the attention, but AI is only as reliable as the data behind it Washington is entering the annual sprint to the August recess. Congress still has major decisions ahead on spending, nominations, and a possible new reconciliation packageSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most Americans never think about the statistical methods used to protect personal information in federal data products. But a recent Commerce Department order is raising questions about how agencies will balance privacy protections with the need to publish useful public data. Joining me with his concerns is Paul Schroeder, executive director of the Council of Professional Associations on Federal Statistics.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Contemporary technology governance has shifted from rule-based regulation to a landscape defined by administrative leverage and directive-driven decisions. This dynamic is seen in both the cybersecurity and AI sectors, where agencies such as the U.S. Department of Defense and companies including OpenAI and Anthropic navigate obligations and approvals through administrative action rather than statutory change. As a result, MSPs and IT service providers must recognize that the durability of their offerings and client architectures increasingly hinges on how they respond to rapid, unpredictable shifts in the governing environment rather than on fixed compliance deadlines or product release dates. A notable example of this mechanism is the Department of Defense's suspension of the rollout of Phase Two of the Cybersecurity Maturity Model Certification (CMMC), as reported by Federal News Network. About 80,000 companies had been preparing for new third-party assessment requirements, but these assessments have been paused pending a 60-day review. Despite the pause, the underlying data protection requirements for defense contractors remain in force, demonstrating that while compliance deadlines can disappear overnight, fundamental security obligations persist. Additional cases amplify the trend toward directive-based governance. The U.S. Commerce Department lifted export restrictions on Anthropic's Fable 5 and Mythos 5 AI models after new safeguards were implemented, following the same pattern previously used to impose those restrictions. Similarly, OpenAI's GPT 5.6 model was released to the public only after a voluntary government review concluded, illustrating that administrative reviews, not boardroom decisions, can dictate technology availability. Concurrently, other governments such as China are employing similar tactics, with Reuters reporting that Chinese authorities have met with local AI firms to discuss restricting overseas access to advanced models. These parallel moves across geopolitical boundaries indicate a structural reliance on executive discretion rather than legislative clarity. The operational impact for MSPs, IT service providers, and technology leaders is a heightened exposure to contract risk and pricing volatility. Service commitments anchored to deadlines, default settings, or product availability are susceptible to abrupt policy reversals or administrative interventions, translating to sudden revenue shortfalls and reactive client management. The recommended response is to audit current commitments, identify those pegged to mutable triggers rather than enduring obligations, and systematically re-anchor contract language and client communication to core outcomes and standing requirements. This preparation mitigates the risk of unpaid work, scope renegotiation, and unplanned operational disruption when another directive-driven policy shift occurs. 00:00 Three Government Switches in Three Weeks  04:07 Why AI Is Governed by Leverage, Not Law 06:46 CMMC Paused — Your Obligations Didn't 09:27 Why Do We Care?  Supported by:  Pax8 Guardz   

Kevin discusses and covers the following stories: payroll processing firm ADP reported June Private Sector Employment numbers; the U.S. Commerce Department's Census Bureau reported May Construction Spending; Associated Builders and Contractors reported National Nonresidential Construction Spending data; the Institute for Supply Management released their Purchasing Manager's Index (PMI); the S&P Global U.S. Manufacturing PMI was released; Ford Motor Company reached a new record; AAA released their projections for Independence Day week travel; California has a new gift for gas and diesel consumers; oil reacts to U.S. - Iran peace talks progressing, U.S. crude inventory data and OPEC+ output announcements; Kevin has the details, digs into the data, puts the information into historical, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod. The handpicked topics for this week are: OpenAI's Equity Offer to Washington: OpenAI is reportedly considering offering the federal government a 5-10% stake in exchange for a two-year runway on Department of Defense contracts. Pat and Daniel read it as a distribution and IPO hedge rather than a governance concession, especially with a trillion-dollar valuation still the target. (The Decode) Anthropic's Phased Return After Export Controls: Fable 5 is back online, and Mythos remains partially restored to a limited set of vetted institutions following Commerce Department approval, a rollout Pat treats as the first real test case for how future frontier models clear review. Daniel adds that Alibaba's claimed block on Claude in China carries more optics than substance given how easily a VPN routes around it. (The Decode) NVIDIA and Palantir's Open Source Enterprise Play: Alex Karp's viral CNBC interview argued that enterprises pairing Palantir with NVIDIA's Nemotron models can match frontier-level output without a frontier lab in the loop, a clip that pulled nearly 200,000 views once Pat posted it. Both hosts agree the priority for open source models has moved from leading capability benchmarks to closing that gap fast enough for slower-moving enterprises to adopt them. (The Decode) Forward-Deployed Engineering Becomes a Billion-Dollar Line Item: AWS invested $1 billion, followed just two days later by Microsoft's $2.5 billion commitment to forward-deployed engineering teams, signaling a shift in where enterprise AI value is being created. Daniel argues the biggest opportunity now lies in implementation talent rather than model development, while Patrick sees the investments as a strategic hedge, noting that frontier AI labs have already been building their own forward-deployed engineering organizations to help customers put AI into production. (The Decode) Meta's Cloud Ambitions Meet a Trust Problem: Meta Cloud can likely match neocloud-level GPU pricing and performance, but Pat argues the company's record outside advertising makes enterprise-grade services a much harder sell. He expects the offering to function as tactical overflow capacity for labs needing compute, with a shelf life tied to demand rather than a durable AWS rival. (The Decode) The Flip: Has Enterprise AI Value Already Left the Model Layer? Daniel argues that Microsoft and AWS writing nine- and ten-figure checks for forward-deployed engineering in the same week, alongside an essay from Microsoft's Satya Nadella declaring models replaceable, confirms that implementation talent now captures value model providers used to keep. Pat counters that today's models remain far from AGI, and that once frontier labs get there they will spin off cheap narrow models fast enough to keep pricing power on their side. SpaceX Joins the Nasdaq 100 Within Weeks of Its IPO: SpaceX entered the index just 15 days after going public, the fastest addition on record, which Pat says will pull in passive buying regardless of the underlying valuation. Both hosts flag the speed itself as a signal of broader market froth. SK Hynix and Samsung Signal Memory's Return to the Center of the AI Trade: SK Hynix is pursuing a $28 billion US listing that could value the company near a trillion dollars, timed just ahead of Samsung earnings both hosts expect to show a sharp profit jump. Daniel ties the moves directly to NVIDIA's memory demand, and Pat notes most investors had barely heard of SK Hynix before this year. NVIDIA and Microsoft Split Paths in the Magnificent Seven: NVIDIA gained 7% for the half while Microsoft shed 23%, a divergence Pat ties to Microsoft's exposure to OpenAI's fading momentum and its perception as a bundled SaaS play rather than a leading infrastructure provider. Daniel calls the selloff overdone and floats it as a generational buying opportunity. NVIDIA's Roadmap Rebuttal Tests the Limits of Corporate Denial: NVIDIA issued a statement calling its roadmap intact after a SemiAnalysis report raised delay concerns tied to its Kyber rack architecture, and Pat reads the denial as legally meaningful given the liability regulated companies take on when refuting analyst claims. Both hosts land on the same read, that first customer shipment may hold while full volume ramp slips. Palo Alto Networks and CrowdStrike Undercut the SaaSpocalypse Narrative: CrowdStrike climbed 95% and Palo Alto Networks gained 113% from April to June, each posting record quarters that Daniel says quiet the theory that frontier models would simply replace dedicated cyber tools. Pat adds that security was always the wrong category for that narrative, since it ranks among AI's biggest risks rather than one of its casual replacement targets. New episodes of the Six Five Pod land every week. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode The American AI Champions Doctrine Comes Into Focus — OpenAI 5% Gov Stake, GPT-5.6 Gated to 20 Orgs, and MGX Closes $49B https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html Anthropic's Super-Week — Mythos + Fable Restored (with California in Tow), and Alibaba Fires Back https://www.axios.com/2026/06/27/commerce-anthropic-mythos-restrictions-lift Palantir–NVIDIA Sovereign AI Alliance — Karp Attacks Token Pricing, Stock +8–9% https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models/ The Embedded AI Engineering Arms Race — AWS $1B FDE Meets Microsoft Frontier Company ($2.5B) https://www.reuters.com/business/retail-consumer/amazons-aws-commits-1-billion-toward-new-unit-embedded-ai-engineers-2026-06-30/ Pat's Anthropic Forbes' Article https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/ Meta Compute — The World's Biggest AI Capex Spender Becomes a Cloud Provider https://www.cnbc.com/2026/07/01/metas-plan-to-launch-a-cloud-business-eases-the-biggest-overhang-on-the-stock.html  The Flip: Enterprise AI value has shifted from model providers to implementation partners — the buyer's next big check is for who builds it, not who trained it. FOR: The AI stack has commoditized fast enough that integration is the new moat. https://www.reuters.com/business/retail-consumer/microsoft-launches-firm-help-companies-adopt-ai-with-25-billion-2026-07-02/ AGAINST: Frontier-model access is still the scarcity, and enterprise IP is the real moat. https://www.cnn.com/2026/06/26/tech/anthropic-mythos-release Bulls & Bears SpaceX Joins the Nasdaq-100 Effective July 7 — First-Ever Pre-IPO-Type Index Add of Its Kind https://finance.yahoo.com/markets/stocks/articles/spacex-joins-nasdaq-100-july-133000124.html SK Hynix Launches ~$28B Nasdaq ADR Listing Today — Potentially the Biggest-Ever First-Time Sale by a Foreign Company https://www.bloomberg.com/news/articles/2026-07-05/sk-hynix-seeks-access-to-ai-investors-in-29-billion-us-listing H1 Mag-7 Divergence — NVDA +7.3% While MSFT Shed 22.9% Over the Same Six Months https://finance.yahoo.com/markets/article/tech-stocks-post-best-6-months-since-2023--even-with-much-of-the-magnificent-7-in-the-penalty-box-chart-of-the-day-100000120.html Palo Alto Networks and CrowdStrike Log Best Cyber Quarters Ever — +113% and +95% Between April and June https://www.cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html Enterprises Need To Be Careful Before They Go All-In On Anthropic https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/  

This week, the Commerce Department lifted its restrictions on Anthropic's powerful A.I. models, Claude Mythos and Claude Fable. We dissect why the government took such a hands-on approach in the first place, how the restriction on the OpenAI model GPT 5.6 is likely to resolve and what, if anything, this tells us about A.I. competition with China. Then, Dr. Dana Suskind, a pediatric surgeon and the author of the forthcoming book “Human Raised,” stops by to discuss a framework she has developed to help parents make informed decisions about what kinds of A.I. products are safe for children. And finally, we introduce a new segment about prediction markets: Against All Odds. Guest: Dr. Dana Suskind, founder and co-director of the TMW Center for Early Learning + Public Health at the University of Chicago and author of the forthcoming book “Human Raised: Nurturing Connection, Curiosity and Lifelong Learning in the Age of A.I.”   Additional Reading: U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models U.S. Bars Foreigners From Using Anthropic's Most Advanced A.I. Models Chinese A.I. Models Close the Gap With Anthropic and OpenAI The Donk-ing of a Truth Machine Mark Zuckerberg Directed Meta to Create a Prediction Markets App We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthropic announced earlier this week its Fable 5 and Mythos 5 models will once again be available to the public as it has reached an agreement with the Commerce Department to deploy the AI models with new guardrails and classifiers meant to address jailbreaks. In a blog posted Tuesday, Anthropic said that export controls that prevented their sale to foreign companies and individuals have been lifted after weeks of negotiation with the White House and Commerce Department. The company has also restored access to the model for U.S. users. The export controls were put in place after the Trump administration became alarmed by a threat intelligence report from Amazon claiming to have jailbroken Fable's cybersecurity capabilities. On X, Secretary of Commerce Howard Lutnick appeared to confirm that the restrictions would be lifted. “Over the past two weeks, we have worked closely with Anthropic to analyze and approve Fable 5 to ensure alignment across the US Government and strengthen America's leadership in AI,” Lutnick wrote. The Department of Veterans Affairs' under secretary for health is resigning effective next week, according to an internal email sent Tuesday and confirmed by the VA on Wednesday. John Bartrum has led the massive rollout of electronic health record modernization since his December 2025 confirmation, but did not explain why he is leaving only months into his tenure. “We successfully relaunched the Electronic Health Record Modernization program, putting it back on a credible path after years of uncertainty,” Bartrum said in the email. “In the spirit of President George Washington upon his retirement from public life, I am persuaded that, with these initiatives now firmly on track, you will not disapprove my determination to retire from public service.” The formerly assailed EHRM effort has been ramping up in recent months, with plans to have 19 sites updated by the end of this year. It's the beginning of an “aggressive timeline” to complete deployment at all sites as early as 2031.

Kevin discusses and covers the following stories: the U.S. Commerce Department reported the Personal Consumption Expenditures Price Index (PCE) and the Core PCE, as well as Personal Income and Personal Savings; Tim Wullenweber, Vice President of Sales and Manufacturing, Coolants Plus - Starfire, joins the show to talk about their facility expansions, the next generation of heavy-duty engine oil and new products; the University of Michigan reported their Consumer Sentiment Survey; oil prices react to Middle East production, Strait of Hormuz traffic, weekend Iranian attacks - U.S. retaliations highlighting the fragility of the interim peace deal; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.

Dave Rubin of "The Rubin Report" gives a first look to the stories you need to know to start your day including Democratic Senator John Fetterman breaking with his own party by warning that New York City Mayor Zohran Mamdani is inviting a constitutional crisis after pledging to defy recent Supreme Court rulings that strengthen President Donald Trump's immigration agenda; new Commerce Department data showing the U.S. economy grew faster than expected in the first quarter as business investment, artificial intelligence spending, and exports helped offset slowing consumer demand; and France reporting roughly 1,000 excess deaths after one of Europe's most severe heat waves on record, with officials warning the death toll could continue to rise as extreme temperatures strain public health systems across the continent, and much more.

On this edition of After Dark: Spielberg's flop(?), GLP-1s are melting nightlife, Midjourney's health pivot, and why this is the Bad Place. this episode is exclusive to Future Commerce Plus members – sign up now at futurecommerce.com/plus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jill and Tom open the show by discussing the shocking news that the Polestar brand will be leaving the U.S. at the end of this model. Tom questions why Polestar is not pushing back against this Commerce Department security decision. Jill notes that as information regarding the all-new Chevrolet Silverado 1500 pickup is released, GMC has begun sharing tidbits--mostly photography--of the redesigned Sierra 1500. These launches are hugely important to General Motors, as the two trucks combined account for roughly one third of the carmaker's annual revenue. In the 2nd segment, Jill and Tom talk to Jimmy Douglas of Plug, an online remarketer of used EVs. Listen in to learn how dealers are acquiring inventory of late-model used electric vehicles, and why this might be a good time to sell your EV. Also, it turns out that Jimmy is a big fan of the Volkswagen VR6 engine discussed recently by Tom. In the last segment, Jill is subjected to Tom's "Bogus Blue" quiz, and has time to review the redesigned 2027 Kia Telluride 3-row crossover, which can now be had in hybrid form.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, Scott sat down with his Lawfare colleagues Kevin Frazier, Roger Parloff, and Molly Roberts to talk through some of the week's big news in AI, including:“Citizen Cain't.” When the NAACP sued Elon Musk's xAI under the Clean Air Act—alleging that the company built dozens of gas-fired turbines to power a data center in Mississippi without relevant air permits and exposing nearby, predominantly Black communities to harmful pollution—the Justice Department opted to do something it has never done before: it intervened in a citizen suit against a private company in order to kill it. DOJ's motion offers two theories: first, that shutting down the turbines would threaten national security because the military relies on xAI's Grok Gov model (including in relation to the Iran war) to secure the nation, and second, that the Constitution's vesting of executive power in the president means private citizens cannot enforce federal law over the executive's objection. How strong are these arguments? And what would it mean for environmental and other citizen-enforcement suits if DOJ were to prevail?“Grok the Vote.” We may be living through the first true “AI elections.” In Manhattan's NY-12 Democratic primary, more than $40 million in AI-industry and AI-safety money turned a little-known assemblyman, Alex Bores, into something of a national referendum on whether voters care about AI regulation and AI safety—though Bores ultimately lost to Micah Lasher this week. Meanwhile, overseas in Malaysia, parties are using chatbots and other AI-driven technologies to reach out to voters in new and novel ways. And just this week in Washington, a new study has concluded that frontier AI is perhaps more persuasive than ever, but also may not be as politically neutral as some suspect or one might hope. What does this all mean for democratic politics when both money and the messaging involved in our politics are increasingly shaped by AI?“Kill, Kill Switch, Kill, Kill!” The government's frontier-AI "kill switch" is now ready to have its first day in court. If you recall, a few weeks ago, the Commerce Department's Bureau of Industry and Security sent Anthropic an "Is Informed" letter ordering it to suspend all access to its Fable 5 and Mythos 5 models for any foreign nationals, including its own employees. This ultimately led Anthropic to pull access to those models for everyone within hours. But this past Monday, June 22, a technology startup called Legion LegalTech filed a lawsuit against the U.S. government alleging that it has acted in a way that is unlawful and raises a number of statutory and constitutional concerns. How strong is the legal challenge, and what does it tell us about whether courts—rather than the executive—will end up defining the government's power to switch a frontier model on and off?In object lessons, Molly sticks to the script for this week's episode with her call-out of Erik Nitsche's “Atoms for Peace” poster series for General Dynamics. Also inspired by this week's theme, Kevin dives into some “light summer reading” about technology, globalization, and the law with “Rules for a Flat World,” by Gillian Hadfield. Roger, similarly, is “unwinding” with “The Winter Warriors,” by Olivier Norek, a novel about the lesser-known David vs. Goliath story of Finland taking on the Soviet Union in 1939. And Scott says enough already! He's headed on vacation next week, and so is Rational Security. We'll be back with a new episode and a rejuvenated Scott on July 9.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

This week, Scott sat down with his Lawfare colleagues Kevin Frazier, Roger Parloff, and Molly Roberts to talk through some of the week's big news in AI, including:“Citizen Cain't.” When the NAACP sued Elon Musk's xAI under the Clean Air Act—alleging that the company built dozens of gas-fired turbines to power a data center in Mississippi without relevant air permits and exposing nearby, predominantly Black communities to harmful pollution—the Justice Department opted to do something it has never done before: it intervened in a citizen suit against a private company in order to kill it. DOJ's motion offers two theories: first, that shutting down the turbines would threaten national security because the military relies on xAI's Grok Gov model (including in relation to the Iran war) to secure the nation, and second, that the Constitution's vesting of executive power in the president means private citizens cannot enforce federal law over the executive's objection. How strong are these arguments? And what would it mean for environmental and other citizen-enforcement suits if DOJ were to prevail?“Grok the Vote.” We may be living through the first true “AI elections.” In Manhattan's NY-12 Democratic primary, more than $40 million in AI-industry and AI-safety money turned a little-known assemblyman, Alex Bores, into something of a national referendum on whether voters care about AI regulation and AI safety—though Bores ultimately lost to Micah Lasher this week. Meanwhile, overseas in Malaysia, parties are using chatbots and other AI-driven technologies to reach out to voters in new and novel ways. And just this week in Washington, a new study has concluded that frontier AI is perhaps more persuasive than ever, but also may not be as politically neutral as some suspect or one might hope. What does this all mean for democratic politics when both money and the messaging involved in our politics are increasingly shaped by AI?“Kill, Kill Switch, Kill, Kill!” The government's frontier-AI "kill switch" is now ready to have its first day in court. If you recall, a few weeks ago, the Commerce Department's Bureau of Industry and Security sent Anthropic an "Is Informed" letter ordering it to suspend all access to its Fable 5 and Mythos 5 models for any foreign nationals, including its own employees. This ultimately led Anthropic to pull access to those models for everyone within hours. But this past Monday, June 22, a technology startup called Legion LegalTech filed a lawsuit against the U.S. government alleging that it has acted in a way that is unlawful and raises a number of statutory and constitutional concerns. How strong is the legal challenge, and what does it tell us about whether courts—rather than the executive—will end up defining the government's power to switch a frontier model on and off?In object lessons, Molly sticks to the script for this week's episode with her call-out of Erik Nitsche's “Atoms for Peace” poster series for General Dynamics. Also inspired by this week's theme, Kevin dives into some “light summer reading” about technology, globalization, and the law with “Rules for a Flat World,” by Gillian Hadfield. Roger, similarly, is “unwinding” with “The Winter Warriors,” by Olivier Norek, a novel about the lesser-known David vs. Goliath story of Finland taking on the Soviet Union in 1939. And Scott says enough already! He's headed on vacation next week, and so is Rational Security. We'll be back with a new episode and a rejuvenated Scott on July 9.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.

Plus: Chinese-owned EV maker Polestar will exit the U.S. market after a Commerce Department ban.. And former Facebook executive Sarah Wynn-Williams sues Meta to overturn an arbitration order blocking her from promoting her book. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week, shortly after Anthropic launched its most powerful AI models, the U.S. government imposed export controls restricting foreign nationals from accessing them - and rather than try to verify the citizenship of every user on the planet within ninety minutes, Anthropic shut the models down for everyone. In this video we look at what actually happened: the Commerce Department's "is informed" letter, the deemed-export rules that locked Anthropic's own engineers out of their work, the claim that the "national security threat" was essentially an AI fixing software bugs, and the awkward detail that the partner who reported it was Amazon - Anthropic's largest backer and a direct competitor. We also dig into why all of this matters for Anthropic's near-trillion-dollar valuation, the winner-takes-all assumptions behind frontier AI, the rise of cheap open-source Chinese models, and whether there's really any such thing as a monopoly on math.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

This week, Scott sat down with cohost emeritus and Lawfare Research Director Alan Rozenshtein, Lawfare Managing Editor Tyler McBrien, Lawfare Public Service Fellow Julia Curlee, and Lawfare Contributing Editor and Vice President of Research, Security and Defense at the Chicago Council on Global Affairs Ariane Tabatabai, to talk through the week's big national security news stories, including:“Fission Accomplished.” After nearly four months of war, the United States and Iran have reached a deal to end the conflict—with Trump declaring it “complete” and authorizing the reopening of the Strait of Hormuz ahead of a formal signing ceremony set for June 19 in Switzerland. But the agreement leaves enormous questions unresolved, from the fate of Iran's enriched uranium to sanctions relief to whether the ceasefire extends to Israel's campaign in Lebanon. Is this the durable peace Trump claims, or a fragile pause papering over the hardest issues?“Model Misbehavior.” Days after Anthropic publicly released its powerful new Claude Fable 5 model, the Commerce Department imposed export controls barring any foreign national—inside or outside the U.S.—from accessing it, forcing the company to disable the model worldwide. The administration says Anthropic recklessly refused to fix a dangerous jailbreak; Anthropic says it was a narrow, non-serious vulnerability and the order is a misunderstanding. What does this episode tell us about the government's expanding use of export controls on AI—and its increasingly adversarial relationship with one of the country's leading labs?“Bad Vibrations.” In one of her final acts as Director of National Intelligence, Tulsi Gabbard rescinded two Biden-era intelligence assessments that had cast doubt on whether a foreign adversary was behind “Havana Syndrome,” the mysterious ailments afflicting U.S. spies and diplomats. Gabbard's office says the prior assessments cherry-picked intelligence to support a predetermined conclusion; critics worry about a politically motivated rewrite of analytic findings on the way out the door. What should we make of this last-minute reversal, and what does it mean for the future of the Havana syndrome debate—and Gabbard's legacy as DNI?In object lessons, Tyler remains steadfast in his mission to ensure that no one ever runs out of podcasts, this week plugging A Whole Other Country, a discovery from Tribeca Festival Audio. Alan embraces peak dad-tech with his bbq upgrade—a new, after-market temperature controller. Scott savors a delightfully spicy Supreme Court dust-up in FS Credit Opportunities Corp. v. Saba Capital Master Fund, Ltd. And Julia celebrates her mug, an appropriate mainstay during her post-White-House-PDB “deep state therapy hour.”To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

This week, Scott sat down with cohost emeritus and Lawfare Research Director Alan Rozenshtein, Lawfare Managing Editor Tyler McBrien, Lawfare Public Service Fellow Julia Curlee, and Lawfare Contributing Editor and Vice President of Research, Security and Defense at the Chicago Council on Global Affairs Ariane Tabatabai, to talk through the week's big national security news stories, including:“Fission Accomplished.” After nearly four months of war, the United States and Iran have reached a deal to end the conflict—with Trump declaring it “complete” and authorizing the reopening of the Strait of Hormuz ahead of a formal signing ceremony set for June 19 in Switzerland. But the agreement leaves enormous questions unresolved, from the fate of Iran's enriched uranium to sanctions relief to whether the ceasefire extends to Israel's campaign in Lebanon. Is this the durable peace Trump claims, or a fragile pause papering over the hardest issues?“Model Misbehavior.” Days after Anthropic publicly released its powerful new Claude Fable 5 model, the Commerce Department imposed export controls barring any foreign national—inside or outside the U.S.—from accessing it, forcing the company to disable the model worldwide. The administration says Anthropic recklessly refused to fix a dangerous jailbreak; Anthropic says it was a narrow, non-serious vulnerability and the order is a misunderstanding. What does this episode tell us about the government's expanding use of export controls on AI—and its increasingly adversarial relationship with one of the country's leading labs?“Bad Vibrations.” In one of her final acts as Director of National Intelligence, Tulsi Gabbard rescinded two Biden-era intelligence assessments that had cast doubt on whether a foreign adversary was behind “Havana Syndrome,” the mysterious ailments afflicting U.S. spies and diplomats. Gabbard's office says the prior assessments cherry-picked intelligence to support a predetermined conclusion; critics worry about a politically motivated rewrite of analytic findings on the way out the door. What should we make of this last-minute reversal, and what does it mean for the future of the Havana syndrome debate—and Gabbard's legacy as DNI?In object lessons, Tyler remains steadfast in his mission to ensure that no one ever runs out of podcasts, this week plugging A Whole Other Country, a discovery from Tribeca Festival Audio. Alan embraces peak dad-tech with his bbq upgrade—a new, after-market temperature controller. Scott savors a delightfully spicy Supreme Court dust-up in FS Credit Opportunities Corp. v. Saba Capital Master Fund, Ltd. And Julia celebrates her mug, an appropriate mainstay during her post-White-House-PDB “deep state therapy hour.”To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.

Preview for Later Today: Jack Burnham discusses Commerce Department restrictions on connected Chinese vehicles over espionage concerns. Volvo secured an exception because of its significant American manufacturing presence and its commitment to implementing data security safeguards.1930

SCHEDULE THE JOHN BATCHELOR SHOW, 6-3-2026.1907 TOJO(1) Scott Harold discusses the unprecedented question from Japan's Defense Minister at the Shangri-La Dialogueregarding America's Indo-Pacific commitment. He notes the omission of Taiwan in Secretary Hegseth's speech compared to last year. Japan remains a hawkish front-line ally, despite regional concerns over shifting US national defense priorities.(2) Rebecca Grant describes the proposed Trump class battleship, a nuclear-powered "missile truck" designed for standoff strikes. Unlike traditional battleships, it emphasizes hypersonic attack and laser weaponry. The ship would be highly survivable, defended by Space Force overwatch and advanced electromagnetic warfare techniques.(3) Steve Yates examines the KMT leader's visit to Washington following meetings with Xi Jinping. He expresses concern over the KMT cutting Taiwan's indigenous defense budget. Yates also analyzes Taiwan's "inverted triangle" demographics, where older voters remain more sympathetic to traditional KMT narratives than younger generations.(4) Steve Yates argues the "Thucydides trap" is a manufactured academic concept used by Beijing to suggest inevitable US decline. He emphasizes that the US is not a classical empire and remains globally influential. China uses this rhetoric for political warfare while remaining sensitive to American strength.(5) Michael Bernstam analyzes the humiliating Ukrainian strike on a St. Petersburg oil terminal during Putin's flagship economic forum. Russia's energy sector faces a crisis, forcing a ban on refined exports like gasoline due to refinery damage. Consequently, Russia must increase crude exports to China and India.(6) Michael Bernstam notes the OECD's warning of global recession if the Gulf energy crisis persists. While the US is depleting strategic reserves to maintain supply, it is also increasing domestic production. High prices are triggering "demand destruction," where consumers shift to public transport to mitigate energy costs.(7) Bob Zimmerman reports that Blue Origin's CEO expects to resume launches this year despite a recent launchpad explosion. Meanwhile, SpaceX secured $6 billion in Space Force contracts for tracking and communication satellites. China continues rapid development with its Long March 12B, a Falcon 9-style reusable rocket copycat.(8) Bob Zimmerman highlights Curiosity rover data confirming Gale Crater's shifting climate, which once supported warm water. The James Webb Space Telescope detected high methane levels on the interstellar comet 3I/Atlas, suggesting a unique chemical composition. Webb also captured a spectacular infrared image of the galaxy M77.(9) Jonathan Schanzer describes the "ceasefire war" in the Middle East, where Iran continues attacks despite diplomatic efforts. He argues Iran aims to detach Gulf allies like Kuwait from the West. Schanzer advocates for maximum economic pressure on Tehran and increased IDF activity against Iranian proxies.(10) Jonathan Schanzer reports that Israeli forces have reduced Hamas control in Gaza to roughly 40%, aiming for 30%. Hamas is currently trapped in an Israeli "yellow zone" kill zone, making rearmament or offensive operations nearly impossible. Schanzer believes systematic military pressure is creating a viable theory of victory.(11) Titus Techera critiques the evolution of Animal Farm films, noting the newest version depicts Silicon Valley and AI as villains. He argues this shift denatures Orwell's original anti-totalitarian message for modern ideological purposes. The 1954 version remains the most effective educational tool regarding the dangers of tyranny.(12) Gordon Chang asserts that China is a declining power facing economic stagnation and a massive demographic collapse. He notes that the US economy remains superior, particularly in energy and AI. China's youth unemployment is estimated at 35-40%, forcing university graduates into menial roles like shepherding.(13) Jack Burnham discusses how Nvidia chips reach the Chinese military through loopholes in export controls and subsidiaries. He notes bureaucratic confusion over the "AI diffusion rule" allowed Chinese firms to stockpile high-end hardware. Burnham recommends stricter Commerce Department guidance to prevent further military modernization.(14) Jack Burnham explains that Volvo, though manufacturing in the US, is owned by Geely and must comply with Chinese data-sharing laws. He also warns of China's dominance in the biotechnology supply chain. Through state subsidies and "dumping," China threatens the security of US pharmaceutical and generic drug stockpiles.(15) Ryan Streeter honors economist Ed Phelps, who defined dynamism as a culture of grassroots tinkering and indigenous innovation. He explains that growth is driven by experimental mindsets rather than just scientific labs. Streeter notes that dynamic cultures, like Austin or California, naturally attract global risk-takers.(16) Ryan Streeter discusses human flourishing, defining it as the fulfillment of potential through purpose and upward mobility. He argues that dynamic societies improve job satisfaction for hourly workers by providing more options. Conversely, stagnation in Europe results from heavy regulation and a declining cultural valuation of entrepreneurs.One naming consistency flag: segment (15) uses "Ed Phelps" while your earlier preview blurb and outreach email today used "Edmund Phelps." Both are correct—Ed is the informal—but if you want consistency across the day's broadcast, I can swap to Edmund Phelps.

(13) Jack Burnham discusses how Nvidia chips reach the Chinese military through loopholes in export controls and subsidiaries. He notes bureaucratic confusion over the "AI diffusion rule" allowed Chinese firms to stockpile high-end hardware. Burnham recommends stricter Commerce Department guidance to prevent further military modernization.