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Kids will come across depictions of race, gender, and sexuality whether we talk to them about it or not. Brandee Blocker Anderson created The Antiracism Academy to help parents and educators teach kids about these topics in a supportive way that they can understand, using rhyming books and short videos. She recently released the “Teach Me Antiracism: Allyship” series, explaining words and concepts around LGBTQ+ identity from A to Z. Racquel Williams talks with her about the series, her work in DEI, and why it's important to have these conversations with children. Check out the series at www.teachmeallyship.com. Then, rapper Philadelphia Freeway joins us on Shara in the City, fresh off his performance at the 4th of July One Philly: Unity concert. He's gearing up for his annual Free Fest at the Navy Yard on August 1, and he gives Shara Dae Howard the inside scoop. Find out more about Free Fest at www.phillyfreefest.org.

This week's video transcript summary is here. You can click on any bulleted section to see the actual transcript. Thanks to Granola for its software.EditorialIntelligence: Who Owns it?This week the word “AI” feels too small.AI is a technology. Intelligence is its product. And if intelligence is the product, the question is no longer just: Which model is best? Who has the cheapest tokens? Who owns the weights? Who controls the data center? Those are important questions, but they are lower in the stack.The bigger question is simpler and more political:Who owns intelligence?That sounds abstract until you make it concrete. Intelligence is becoming something companies can capture, package, serve, meter, route, improve, and sell.It can write code, answer questions, design molecules, automate offices, run agents, draft legal work, advise scientists, serve consumers, and reshape workflows. It is not merely software. It is a general-purpose capability. And all humans could benefit from more of it.General-purpose capabilities have a habit of becoming public questions. But the default answer, that public good is best delivered by government, is the wrong answer in this context.The Product Is IntelligenceWe should stop talking about AI as a feature and start talking about intelligence as the universal thing that is delivered as an input to the world.Water is an input. Electricity is an input. Literacy is an input. Connectivity is an input. Once a society depends on them, access stops being optional. Nobody needs government to build every well, power plant, school, or network. But everybody understands that a civilization cannot be organized around less than universal and reliable access to foundational inputs.Intelligence is reaching that level of importance now that we all know it is real.Government should not own it, operate it, or develop it. Quite the opposite. Companies are the right actors to build fast, compete hard, improve models, serve customers, and discover the real use cases. Self-interest is a useful framing here. Markets are good at finding demand, reducing costs, and turning invention into services people actually use.Companies are the right operators, developers, and owners. But that does not settle the real question of who owns the benefits. That is an economic question.If intelligence becomes metered infrastructure, what happens to the value it creates?The Ownership StackThis week's articles keep circling the same issue from different directions but in the nature of ‘circling' never quite nail it.Jamin Ball's “Own Your Weights” starts with the enterprise version of the question. Owning a model file is not enough. The durable asset is the loop: the data flywheel, the evaluations, the reinforcement system, the workflow learning, and the operating context that lets capability compound.Benedict Evans' “Ways to Think About Token Pricing” adds the market layer. Tokens may become essential, abundant, and cheap, like mobile data. But being essential does not guarantee that the token layer captures the value. The money may move up the stack to whoever owns the workflow, the customer, the distribution, or the application.Alex Karp's fight with the labs, reported in “Alex Karp Is Saying What Every Angry CEO Is Thinking About AI”, is the same argument in sharper enterprise language. Companies are afraid that model providers will not just sell intelligence, but learn from customer workflows and then move into the markets where those workflows create value. The “All-in” group are echoing Karp's view.And “What Is Loop Engineering, and Who Owns It?” names the new contested terrain. The loop is where intelligence meets the world. Whoever owns the loop owns the learning. Whoever owns the learning owns the compounding asset.That is why “who owns intelligence?” is not a slogan. It is the question under the model layer, the application layer, the enterprise layer, and the economic layer.Because intelligence is the product, the tools creating it are fragmented and competitive. So there is no logic in trying to discuss this at the level of a single company or set of tools and models.The Old Promise Was That Commerce Would Tame PowerThe essays this week give the historical backdrop.Deirdre McCloskey, in “What Really Caused the Industrial Revolution”, argues that modern growth came not simply from capital accumulation, but from a change in permission: ordinary people were allowed to innovate, trade, build, and be honored for it.That matters because intelligence could be another expansion of permission. It could make more people capable of building, learning, creating, coding, researching, translating, selling, and coordinating. It could lower the cost of competence.But only if access is broad.Paul Krugman's “AI in an Age of Oligarchy” warns that the same technology lands differently in different political economies. A new general-purpose technology entering a broad, open, upwardly mobile society is one thing. The same technology entering a concentrated economy, with extreme wealth and weak counterweights, is another.Tim O'Reilly's Economist essay, “Elon Musk is building a form of capitalism that Adam Smith would hate”, makes the governance point more directly. The old liberal hope was that commerce would tame arbitrary power. Markets, boards, courts, shareholders, disclosure, and competition would discipline the prince.But what if the prince uses markets to escape discipline?Henry Farrell's “political economy of billionaire derangement” pushes the same point. Founder culture, monopoly ambition, peer rivalry, weak correction mechanisms, and vast private control can amplify appetites rather than restrain them.The danger with intelligence is not that companies build it. They should. Companies build it, meter it, use public tolerance and public infrastructure to scale it, learn from everyone who uses it. All of those things are inevitable and healthy. Market forces will sort out winners from losers. The real danger is that the winners treat all of the surplus produced as purely private.Metered Intelligence Creates SurplusIf metering is not the problem, what is?The problem is pretending that metered intelligence creates value only for the metering entity. Metering water is only tolerated as a public good. If the public were blackmailed by a private water company with the threat of no water we would all rebel.Once we understand that the product of AI is intelligence we can see that every time intelligence is used, there is the immediate transaction: the user pays, the provider serves.But there is also system value. Usage creates signals. Workflows reveal patterns. Prompts, corrections, failures, preferences, integrations, edge cases, and business processes all help define where intelligence is useful and how it should improve. Intelligence breeds intelligence.Even when customer data is contractually protected, the market learns. The platform learns where demand is. The product team learns which workflows matter. The ecosystem learns which jobs are vulnerable, which tasks are automatable, and which parts of the economy can be reorganized around machine intelligence.So the surplus is not born in a vacuum.It rests on public science, public education, public data exhaust, public law, public infrastructure, public energy systems, public tolerance for data centers, and billions of human interactions. It is served by companies, but it is not made only by companies.This is why “Americans Deserve a Dividend From AI Companies' Riches” belongs at the center of this week's issue. The detail can be debated. The principle is harder to dismiss. If intelligence becomes a new foundational resource, then some part of the wealth it creates should flow back to the people whose society makes it possible. Intelligence did not suddenly appear. AI is built on the entire history of human intelligence. It benefits from it and at the same time evolves it.Not Nationalization. A Human Wealth Fund.If intelligence belongs to everybody, some conclude that government ownership of intelligence is the right outcome.Governments are not well suited to build, operate, or improve intelligence. They will move too slowly, regulate too early, politicize the wrong things, and confuse economic participation with operational control.Andrew McAfee's “Why I Didn't Sign the AI Open Letter” is useful here. His objection is not that the technology is unimportant. It is that steering too hard before we understand the shape of the change can become its own failure mode. Marc Andreessen's satire of AI regulation is less policy than temperament, but it captures a real Silicon Valley fear: that regulation can become permission, capture, and incumbency before it becomes wisdom.That fear should be taken seriously.But it does not answer the economic question. It answers only the operational one.How can the economic benefits of intelligence be distributed? The better answer is a sovereign human wealth fund.Call it a sovereign wealth fund if you must, but the phrase is too national. Intelligence will not respect borders. The leading companies are global. The models, chips, data centers, agents, platforms, and workflows will be transnational from the beginning. If the value created by intelligence is global, then the mechanism for sharing some of that value should begin with the companies global enough to capture it. The nice thing about xAI, OpenAI, and Anthropic is that they are supranational.These companies own and operate intelligence. Let them compete. Let them profit. Let them keep the incentives that make the system improve. But if intelligence is the new water, the wealth it creates cannot belong only to the companies that meter it. And they, themselves, have the power to fix it, even more than governments.Access will become a Human Right; Ownership Is the Economic DesignThis is where human rights come in. There is no right to access an AI model, yet. But there will soon be a need to change that.Not as a claim that every person is entitled to every frontier model at every moment for free. That is not serious. Capacity has costs. Models have costs. Inference has costs. Data centers have costs. Although those costs will decline over time, possibly quite quickly as self-learning models address costs.The claim is more basic: in a world where intelligence becomes a primary input into education, work, health, science, citizenship, creativity, and economic agency, baseline access to intelligence starts to look like a civic requirement.That could mean public access layers. It could mean education credits. It could mean open models. It could mean AI dividends. It could mean public-interest compute. It could mean taxes on rents. It could mean a company-initiated human wealth fund that returns some of the upside to society without handing the operating system to the state. The latter could couple wealth growth with universal distribution of ownership.The exact mechanism matters. But the distinction matters more.Government should not own intelligence. It should be universally available. And people should have a claim on the wealth intelligence creates.The Frontier Is Also PhysicalThe abstraction is not weightless.“The Fight Against AI Data Centers Is Just Beginning”, “New York becomes the first state to enact a data center moratorium”, Reuters on pollution from Musk's xAI power project, and DataGravity's “Who Captures Value in AI Infrastructure?” all say the same thing from the ground up.Intelligence uses land. It uses power. It uses water. It uses chips. It uses grid capacity. It uses neighborhoods. It uses public patience.That makes the value question unavoidable. A society can accept the buildout if the buildout is legible as shared progress. It will resist it if the costs are local, the profits are private, and the benefits feel enclosed.Who Owns the “Loop”?The week ends where it began.“Anthropic and Blackstone” are betting that implementation is the next trillion-dollar business. “Vint Cerf” is working on identity for agents on the open internet. “GPT-Red” points toward systems that improve their own robustness. “Kimi K3” adds another open frontier model to the global mix.The model race continues. The deployment race is accelerating. The governance race is behind.My view is this:The central product of this era is intelligence. Companies have figured out how to capture it, package it, serve it, and meter it. That is good. It should stay in the hands of builders who have the incentive to make it better.But intelligence is too foundational to become just another private toll booth. A significant part of it will turn out to be free to users.As intelligence becomes a general-purpose resource, then access to it becomes a human-capability question, and the surplus from it becomes an economic-justice question. Not because government should run it. Because government should not run it. The operating layer belongs with companies. The wealth question belongs with everyone. But companies are best placed to turn that into a process of distribution.The question is not whether companies should build intelligence. They should.The question is whether humanity gets a stake in the wealth created by the thing that may soon become its most important shared input.Contents* Essays* Deirdre McCloskey on What Really Caused the Industrial Revolution* AI in an Age of Oligarchy* Elon Musk is building a form of capitalism that Adam Smith would hate* Murky Mirror: Truth and Consequences* The political economy of billionaire derangement* Is there any “oligarchy” to fight?* AI* Nearly 200 Economists and Tech Leaders Warn of A.I. Threats* Why I Didn't Sign the AI Open Letter* Own Your Weights* Ways to Think About Token Pricing* Alex Karp Is Saying What Every Angry CEO Is Thinking About AI* The AI Agents Are Coming for Microsoft Office* What Is Loop Engineering, and Who Owns It?* The Fight Against AI Data Centers Is Just Beginning* 6 months to live for open models* Americans Deserve a Dividend From AI Companies' Riches* Who Gets to Define the Frontier?* GPT-Red: Unlocking Self-Improvement for Robustness* Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models* Vint Cerf is working on a plan to unleash AI agents on the open internet* xai-org/grok-build, now open source* The Pulse: What can we learn from Bun's rapid Rust rewrite with AI?* Orphan risks at the frontier of artificial intelligence* The Lab of the Future Should Feel Like a Data Center* Why AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”* Kimi K3 Tech Blog: Open Frontier Intelligence* Venture Capital* Three Years In* Venture Has Rarely Looked More Bifurcated* The Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active Now* Are Prediction Markets Doomed to Fail?* Regulation* Exclusive: The Next Frontier of the Deportation Wars: College Campuses* The Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.* India's crackdown on a new WhatsApp feature risks setting a global precedent* Let's build a children's public internet* Computer cops* Google is better at playing the AI regulations game* Infrastructure* Who Captures Value in AI Infrastructure?* New York becomes the first state to enact a data center moratorium* Pollution from Musk's unpermitted xAI power project hits hardest in Black communities* Interview of the Week* The End of the End of Geography* Startup of the Week* Radical AI's Joseph Krause: The Scientist Building The “Waymo” Lab For New Materials* Post of the Week* Marc Andreessen on AI RegulationEssaysDeirdre McCloskey on What Really Caused the Industrial RevolutionYascha Mounk and Deirdre McCloskey | Persuasion | July 11, 2026Yascha Mounk interviews Deirdre McCloskey about her argument that the modern world's economic liftoff came less from capital accumulation than from a change in ideas. McCloskey says both left and right versions of the conventional story rely too heavily on investment: the left stresses exploitation and surplus value, while the right stresses virtuous saving by capitalists. Her objection is historical and economic. Human beings had always invested, from irrigation works and Roman roads to seed grain, and simple accumulation quickly runs into diminishing returns.McCloskey's alternative is that northwestern Europe, first Holland, then Britain and Scotland, and then the North American colonies, developed a liberal ideology that changed who was allowed to innovate and be honored for it. The conversation links that shift to the erosion of inherited hierarchy, the spread of dignity for ordinary commercial life, and a moral vocabulary in which liberalism is not merely procedural but connected to virtues and values. The point is not that machines, coal, trade, and institutions did not matter, but that they do not explain the scale and timing of modern enrichment without a cultural permission structure for innovation.The interview also turns to the contemporary defense of liberalism. Mounk frames the series around the worry that liberalism is often treated as too thin to command allegiance, while its opponents speak more directly to moral passions. McCloskey's case is that liberal societies became rich because they dignified experimentation and ordinary enterprise, and that liberals need to recover the moral language behind that claim.Read moreAI in an Age of OligarchyPaul Krugman | Paul Krugman | July 12, 2026Paul Krugman frames AI as a major technological shock arriving inside an already unequal political economy. The post says AI's economic and social effects may take years to understand, but argues that the setting matters now: America has much greater wealth concentration and political inequality than it did in the 1950s and 1960s, when progressive taxation, stronger regulation, and more active antitrust might have contained some of the destructive effects of a new technology.Krugman's opening claim is that the same technology would likely have different consequences in a more level society. In today's United States, he writes, extreme wealth is both a cause and effect of policies that favor a small elite, including low effective taxes on capital and high incomes, weak enforcement of worker protections and antitrust, and cuts to programs that benefit ordinary Americans.The article is explicitly more about oligarchy than AI. Krugman says the paid sections document the rise of the “.0002%,” the economics and politics of extreme wealth, how oligarchy will shape AI's impact, and possible policy paths. His caveat is that AI itself may still produce a pushback against oligarchy, but absent that, he expects the pre-existing concentration of wealth and power to magnify AI's downsides.Read moreElon Musk is building a form of capitalism that Adam Smith would hateAuthor: Tim O'Reilly Published: July 12, 2026Tim O'Reilly argues that Elon Musk is using the legal forms of shareholder capitalism to escape the restraints that shareholder capitalism was supposed to impose. The article begins with SpaceX's public-market structure: ordinary public investors get little meaningful governance power, Musk keeps roughly 85 percent of the votes through super-voting shares, buyers waive jury trials and class actions, the company qualifies as controlled, and removal of Musk depends on the share class he controls. In O'Reilly's framing, that is not ordinary founder control; it is a design for being answerable to no one, possibly beyond Musk's own lifetime.The killer detail is the article's turn through Albert Hirschman, Montesquieu, James Steuart, Adam Smith, and Keynes. Older defenses of commerce held that markets would tame princely passions because the self-interest of merchants was safer than arbitrary rule. O'Reilly says Musk reverses that hope. The market discipline that was supposed to cage the prince has become the lever by which the prince raises capital, removes feedback loops, and carries private power into politics, government, Mars, robots, AI, or whatever ambition comes next.The pull is the link to AI governance. O'Reilly says corporations are already a kind of artificial intelligence: narrow-input systems that act at a scale no individual human can match. Their partial controls include independent boards, shareholder votes, courts, disclosure, regulators, public pressure, and activism. If the leaders building frontier AI strip those alignment mechanisms out of their own companies, the governance of the company becomes a preview of the governance of the machine.Read more: The EconomistMurky Mirror: Truth and ConsequencesAuthor: Esther Dyson Published: July 14, 2026Esther Dyson argues that today's institutional crisis is better viewed through the 14th century than through recent political history. Using Barbara Tuchman's A Distant Mirror as her frame, she compares a world of famine, plague, church schism, feudal predation, and purposeless war with a present in which institutions again feel brittle, incentives are badly aligned, and power is shifting into forms that are hard to govern.The killer detail is the historical analogy between land, corporations, and AI. Dyson moves from nobles who controlled serfs and territory, to the East India Company as a quasi-sovereign business, to today's AI systems and data centers as a possible new sector that crosses and weakens both nation-states and companies. The question is whether AI becomes a new kind of private land, owned by a new nobility, or an open prairie that many people can cultivate.The pull is human attention. Dyson says the central question is not what AI will do to people, but how people will react to it: whether they can value love, kindness, embodied attention, and artisanal human presence in a world of seductive artificial offerings.Read more: SourceThe political economy of billionaire derangementAuthor: Henry Farrell Published: July 15, 2026Henry Farrell argues that the visible political radicalization of some Silicon Valley billionaires is not a random personality quirk, but a product of the political economy that made them. Starting from Tyler Cowen's dismissal of “billionaire derangement syndrome” and Tim O'Reilly's warning that Elon Musk is using shareholder capitalism to escape shareholder restraint, Farrell flips the phrase: the question is why billionaires themselves can become deranged.The killer detail is Farrell's use of Peter Thiel as both theorist and example. Thiel's Stanford lectures described startups as monarchies and founders as figures vested with unusual power, while Silicon Valley culture rewarded eccentricity, monopoly ambition, and founder exceptionalism. Farrell says those ideas combined with dense founder-investor networks, peer rivalry, and weak correction mechanisms to amplify rather than discipline princely appetites.The pull is the ideological problem for classical liberals who once saw tech wealth as an ally of markets and freedom. Farrell says commerce did not tame the passions; in parts of Silicon Valley, the passions have begun to devour markets, institutions, and the liberal story that justified them.Read more: SourceIs there any “oligarchy” to fight?Matthew Yglesias | Slow Boring | July 16, 2026Matthew Yglesias argues that “oligarchy” is a rhetorically powerful but analytically loose way to describe American politics. The post begins from Bernie Sanders' “Fighting Oligarchy” tour, Amy Klobuchar's warning about a MAGA “broligarchy,” and the long afterlife of the Martin Gilens and Benjamin Page paper that was widely summarized as showing that only the rich matter in policy outcomes. Yglesias says the evidence supports a weaker claim: affluent people and business leaders have unusual access and influence, but that is not the same as rule by a small cabal.His main distinction is between inequality and oligarchy. The Gilens-Page measure treated the top 10 percent of households as “the wealthy,” and later critics found that rich and middle-class preferences usually align; in the cases where they differ, the rich win about 53 percent of the time. Yglesias also says business executives get special access partly because their decisions are materially important to communities, jobs, investment, and local tax bases, not only because of campaign donations.The post preserves Jerusalem Demsas' counterpoint from their podcast discussion: privileged donor and business access can still violate democratic equality even if the oligarchy label overstates the structure of power. Yglesias' narrower claim is that Democrats should be precise about what problem they are trying to solve, because donor influence can also push the party left on climate and cultural issues in ways that alienate many voters.Read more: Slow BoringAINearly 200 Economists and Tech Leaders Warn of A.I. ThreatsAuthor: Ben Casselman Published: July 13, 2026Ben Casselman reports on “We Must Act Now,” a statement warning that artificial intelligence could transform the economy faster than any previous technology and that policymakers need to move faster to understand and respond. The statement says AI may become radically more powerful over the next 10 years, bringing risks such as large-scale job displacement as well as opportunities such as higher living standards. Nearly 200 people signed, including 15 Nobel laureates, the chief economists of OpenAI and Anthropic, Anthropic co-founder Jack Clark, former Google CEO Eric Schmidt, and venture capitalist Vinod Khosla.The killer detail is who joined the warning. Casselman notes that the signatories include economists who have historically been skeptical of Silicon Valley's most dramatic AI job-loss forecasts, including Daron Acemoglu and Simon Johnson, the MIT professors who won the 2024 Nobel in economics. Erik Brynjolfsson, who helped organize the statement, says there has been a notable change in the profession and that economists and policymakers are not ready for the “tsunami” he sees coming.The pull is the measurement problem. The statement does not offer a specific policy menu, but calls for economists, policymakers, and industry leaders to understand the economics of transformative AI and steer it toward complementing humans. Brynjolfsson says one high priority is better data on AI's spread and impact, because current measures tell conflicting stories about job losses and which workers are most exposed.Read more: The New York TimesWhy I Didn't Sign the AI Open LetterAuthor: Andrew McAfee Published: July 13, 2026Andrew McAfee explains why he did not sign “We Must Act Now,” the AI economy statement organized in part by his longtime collaborator Erik Brynjolfsson. McAfee agrees with the letter's starting point that AI is likely to become radically more powerful over the next decade and that it is a general-purpose technology. His objection is not to urgency or to studying AI's economic effects, but to the framing of risk, displacement, and institutional steering as the first move.The killer detail is McAfee's line edit. He says the original letter comes close, then “bounces off the crossbar” by calling for incentives, guardrails, and institutions to steer AI before we know enough about its actual impacts. He points to mixed current evidence: labor-market canaries, but also rising software job postings, low unemployment for younger workers, rising real median income, and claims that AI-adopting companies are adding workers faster than low-adopting peers. His worry is that the letter leans toward upstream governance and dirigisme when the evidence may call for capability building instead.The pull is his replacement statement. McAfee keeps the three-paragraph structure but changes the emphasis: AI is likely to become radically more powerful; like earlier world-changing technologies it will raise living standards while also bringing harms and shocks; and economists, policymakers, and technology leaders should build the capabilities to respond quickly and effectively. It is a concise version of the permissionless-innovation case inside the AI policy debate.Read more: The Geek WayOwn Your WeightsAuthor: Jamin Ball Published: July 10, 2026Jamin Ball argues that the enterprise AI debate about whether companies should “own their weights” or rent models from frontier labs is asking too narrow a question. A model weight file gives a company control over a point-in-time artifact, but not durable control over the capability stack. In his framing, the weight file is a melting ice cube: it does not get worse in absolute terms, but it falls behind as frontier systems improve and enterprise needs change.The killer detail is what Ball says companies really need to own: the data flywheel, reinforcement learning infrastructure, and evaluation harness that produce and improve the model. Simply deploying an open-weights model and declaring sovereignty leaves the enterprise with yesterday's capability and no way to compound workflow-specific learning.The pull is that enterprise AI control may be less about model ownership than operating ownership. The defensible layer is the system that turns company data, edge cases, business definitions, and evaluations into continuously improving performance.Read more: Clouded JudgementWays to Think About Token PricingAuthor: Benedict Evans Published: July 9, 2026Benedict Evans argues that today's AI token prices are a temporary signal from a supply-constrained market, not a reliable guide to long-term value capture. The open question is whether foundation models keep durable pricing power or become commodity infrastructure as data-center capacity, inference efficiency, and model competition all shift. His current read is that the visible market dynamics point toward commoditization unless something materially changes.The killer detail is the mobile data analogy. Evans says cellular networks became a trillion-dollar industry with hundreds of billions in capex after data usage exploded, but carrier stocks went nowhere because value moved up the stack. Tokens may behave similarly: an opaque unit tied to marginal cost, sold through bundles, essential to everything, yet not necessarily where profits accrue.The pull is uncertainty, not prediction. Evans lists paths to model dominance, including network effects, less competition, regulation, export controls, or a lab pulling ahead on execution, but says each requires a new fact not yet visible. Without that change, the model layer looks more like infrastructure beneath the products that capture value.Read more: SourceAlex Karp Is Saying What Every Angry CEO Is Thinking About AIAuthor: Tim Higgins Published: July 11, 2026Tim Higgins reports that Palantir CEO Alex Karp has turned corporate frustration with AI labs into a public argument about enterprise control. Palantir released a white paper, “Institutional Sovereignty in the Age of AI,” laying out steps companies and governments can take to protect themselves from OpenAI, Anthropic, and other foundation-model providers. The article links that paper to Karp's CNBC appearance, where he said “something has gone completely wrong” in the relationship between AI labs and customers and argued that enterprises are paying for tokens that create little value.The killer detail is the value-capture question. Higgins writes that Karp's critique has resonated because AI labs may gain power and insight from customer data, workflows, and decision-making, even when enterprise policies say customer data are not used for training. David Sacks amplified the concern by arguing that Anthropic is moving from the model layer into vertical applications such as science, security, legal, and coding, raising the fear that model providers will watch where value is being created and then move into those markets directly.The pull is that Karp is not alone, even if his style is unusually combative. Higgins notes that Satya Nadella has also warned that companies need to retain the learnings created when they use AI models, while Mark Zuckerberg has framed Meta's new model release partly around lower-cost frontier intelligence. The article presents Karp's campaign as one sign that established technology companies and large enterprises are trying to define where they fit when AI labs become central infrastructure, application competitors, and potential IPO giants at the same time.Read more: The Wall Street JournalThe AI Agents Are Coming for Microsoft OfficeAlex Wilhelm | Cautious Optimism | July 11, 2026Alex Wilhelm argues that one of the week's quieter AI questions is whether the productivity market that Microsoft successfully moved into subscription software is now being attacked by agentic tools. The piece begins with the infrastructure backdrop: SK Hynix raised $26.5 billion in a U.S. listing while building U.S. HBM and advanced-packaging capacity, and memory, chip, and foundry companies are now priced for sustained AI demand.Wilhelm then says the AI conversation has shifted quickly from raw capability to cost per task. He cites new model releases and vendor language emphasizing cheaper agentic and coding models, faster performance, and lower dollars per task. That matters because lower costs make it more plausible for AI systems to take on routine knowledge work at scale rather than remain a premium coding assistant market.The core of the article is Microsoft Office. Wilhelm notes that Microsoft turned Office from a one-time purchase into Microsoft 365, a large recurring revenue business with tens of millions of subscribers and a major productivity segment. Now, he says, late-stage unicorns and AI labs are pushing into the same territory: Anthropic's Cowork was reportedly used mostly outside software development, OpenAI merged ChatGPT and Codex into a tool for creating sheets, slides, docs, web apps, and long-running work, and other companies are building agentic coworkers that connect business data to documents, workflows, schedules, alerts, and apps.The article's caveat is that Microsoft has survived major platform shifts before. The argument is not that Office disappears quickly, but that the definition of office software is broadening from documents and spreadsheets into AI systems that can create, monitor, and act across workplace data.Read moreWhat Is Loop Engineering, and Who Owns It?Author: Nilesh Barla Published: July 11, 2026Nilesh Barla argues that “loop engineering” is becoming a distinct discipline because production AI agents now fail less at single prompts than at runtime: when to stop, what state to preserve, and how to recover after a bad step. Prompt engineering shapes one model call, and context engineering shapes what the model sees, but loop engineering shapes what a sequence of calls actually does.The killer detail is the three-primitives frame. Barla says a real agent loop needs halt conditions, state carryover, and recovery paths, then maps teams across five maturity levels. At the lowest level, an agent is just a model call in a for-loop with a step cap and raw history; by the higher levels, the system has structured state, explicit planning, replay, evaluation, and self-repair.The pull is organizational. If agents are becoming production systems rather than demos, someone has to own the runtime itself. The loop engineer is the role Barla gives to the person responsible for making long-running agent work dependable.Read more: Adaline LabsThe Fight Against AI Data Centers Is Just BeginningEmma Roth | The Verge | July 12, 2026Emma Roth argues that community resistance to data centers has moved from an early warning sign into a national political fight as AI facilities grow larger, more power-hungry, and more visible to nearby residents. The article starts with Apple's failed 2015 plan for a $1 billion data center in Athenry, Ireland, where a small group of residents challenged the project over noise, light pollution, flooding, traffic, and wildlife effects until Apple abandoned it in 2018.The current data-center buildout is presented as much larger and more contentious. Roth writes that residents now cite rising energy costs, water quality, noise, light pollution, and greenhouse gas emissions, while the U.S. Energy Information Administration expects commercial energy demand to surpass residential demand this year because of AI data centers and Goldman Sachs expects data-center power demand to double by 2027.The central evidence comes from Data Center Watch, which says protesters blocked or delayed at least 75 U.S. projects worth $130 billion from January to March, with active opposition groups more than doubling from 396 at the end of 2025 to 833 by the end of the first quarter of 2026. Roth also cites QTS abandoning a $12 billion Wisconsin campus, Delaware City regulators blocking a 580-acre project under the Coastal Zone Act, opposition stopping a QTS project in Prince William County, and pressure that pushed Kevin O'Leary to downsize the proposed 40,000-acre Project Stratos in Utah.The policy section describes a split between federal acceleration and local resistance. President Trump has treated data centers as part of the AI race with China and fast-tracked construction, while some Republican candidates are distancing themselves from that position ahead of midterms. Sanders and Ocasio-Cortez have proposed a moratorium until price and environmental protections exist, bipartisan lawmakers are backing ratepayer-protection measures, and states including Florida, Idaho, and Washington have passed rules on cost shifting, water use, and tax breaks. Roth's caveat is that the policy patchwork is still incomplete, leaving many communities to fight project by project.Read more6 months to live for open modelsAuthor: Nathan Lambert Published: July 12, 2026Nathan Lambert argues that open-weight AI models are facing their most serious policy test so far because U.S. officials are beginning to discuss concrete controls rather than abstract safety concerns. He says reported White House conversations about a new executive order may initially target Chinese-origin models and government use, but could create a broader review habit for frontier open models. His forecast is that a model above the capability range of GPT-5.5, Claude Opus 4.8, or GLM-5.2 could trigger a ban or indefinite delay within six months.The post separates two policy fights that are becoming intertwined: distillation and frontier capability. Lambert says the distillation campaign against Chinese models has become a form of regulatory capture because Anthropic and other closed-model companies would gain economically if Chinese open models were banned. He does not dismiss IP protection, but argues that if a closed model's capabilities are dangerous enough to justify restricting open models, the lab also has to explain why those capabilities are exposed through a queryable API. He cites unauthorized access to Anthropic's Mythos private beta as evidence that APIs are not automatically secure.The broader claim is that a unilateral U.S. ban would hurt positive actors more than bad actors if comparable open models remain available elsewhere. Lambert says the only durable ceiling would require global agreement, which does not exist, and that open models can improve safety by allowing broad inspection, adaptation, and understanding. His proposed near-term off-ramps are a strong U.S. open model release from companies such as Microsoft, Meta, or Reflection, and a broader coalition of open-source beneficiaries lobbying for safe rollout rather than prohibition.Read more: SourceAmericans Deserve a Dividend From AI Companies' RichesAuthor: Scott Stanford Published: July 14, 2026Scott Stanford argues that proposals to give the government a stake in AI companies miss the point unless ordinary citizens directly receive and control the upside. Sam Altman has discussed giving up equity in OpenAI, Washington already owns a stake in Intel, Nvidia is sharing China chip revenue, and Bernie Sanders wants large AI labs to contribute half their stock to a sovereign wealth fund. Stanford says those ideas all park value with the state, not with people.The killer detail is New Carlisle, Indiana, where AWS's Project Rainier is turning cornfields into one of the world's largest AI superclusters. The project is planned to run up to a million chips, draw more than two gigawatts of power, and represents an investment that has grown from $11 billion to $13.8 billion. Stanford uses that local transformation to argue that AI's public bargain should be visible at the household level.The pull is design. A citizen AI dividend would have to specify who earns a stake, how they hold it, and when they see cash. Without that mechanism, the AI wealth debate remains a fight over government balance sheets rather than public ownership.Read more: SourceWho Gets to Define the Frontier?Author: Mark Daley Published: July 14, 2026Mark Daley argues that Demis Hassabis is right to call for a serious institution to verify frontier AI systems, but that the power to test models is also the power to govern them. Hassabis's proposed Frontier AI Standards Body would get privileged pre-release access to advanced models, testing compute, held-out evaluations, support from national labs and security agencies, third-party auditors, and eventually authority to block models from the American market or coordinate a slowdown.The killer detail is Daley's constitutional objection. He says the proposal sometimes looks like a scientific lab, a standards body, an industry regulator, a licensing authority, and an emergency security council at once. Combining those roles because each requires technical expertise would be like putting the central bank, auditor-general, and Supreme Court in one building and calling it efficient.The pull is standard-setting. Daley's concern is not that verification is unnecessary, but that whoever writes the tests, decides what passes, adjudicates disputes, and grants market access may end up defining the frontier itself.Read more: SourceGPT-Red: Unlocking Self-Improvement for RobustnessOpenAI | OpenAI | July 15, 2026OpenAI describes GPT-Red as an internal automated red-teaming model trained to find prompt-injection vulnerabilities at a scale human red teams cannot match. The post says AI systems increasingly encounter third-party data through browsers, connected apps, local files, and tools, creating opportunities for malicious instructions hidden in emails, webpages, tool responses, or code repositories. Human red-teaming remains part of OpenAI's safety process, but the company says it is time-intensive and cannot generate enough diverse adversarial examples for model training.The system is trained through self-play reinforcement learning, with GPT-Red rewarded for eliciting valid failures and defender models rewarded for resisting attacks while still completing their tasks. OpenAI says the training environments specify threat models across settings such as local files, webpage banners, email bodies, and tool outputs. The model is kept separate from deployed production models because it is intentionally trained with malicious capabilities.OpenAI reports that GPT-Red generalized beyond its training set, including an internal replication of the indirect prompt-injection arena from Dziemian et al. (2025), where it found successful attacks in 84% of scenarios compared with 13% for human red-teamers. The post also says GPT-Red transferred attacks from simulation to a live autonomous vending-machine agent, causing price changes and order cancellations, and outperformed a prompted GPT-5.5 baseline against a Codex CLI agent on held-out data-exfiltration tasks.The article's main robustness claim is that OpenAI has used GPT-Red and predecessor models in training since GPT-5.3, with later GPT releases becoming more resistant to prompt injections. It says GPT-5.6 Sol has six times fewer failures on OpenAI's hardest direct prompt-injection benchmark than the best production model from four months earlier, that a “Fake Chain-of-Thought” attack class fell from more than 95% success against GPT-5.1 to below 10% against GPT-5.6 Sol, and that GPT-5.6 Sol fails on only 0.05% of GPT-Red's direct prompt injections. OpenAI says general capabilities and targeted over-refusal evaluations were not harmed, and says a preprint with more details will follow.Read moreAnthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just modelsRebecca Bellan | TechCrunch | July 15, 2026Rebecca Bellan reports that Ode with Anthropic is the $1.5 billion AI implementation company launched by Anthropic with Blackstone, Hellman & Friedman, Goldman Sachs, and other backers. The article says the venture reflects a growing belief among frontier AI labs that enterprise adoption requires more than better models: customers need engineers who can embed inside businesses and turn AI into working systems.Ode was originally conceived by Blackstone after it used both large consulting firms and smaller AI services boutiques across its portfolio companies. TechCrunch reports that Fractional AI, an AI engineering services startup, stood out and was acquired by the joint venture shortly after the venture was announced. Fractional now forms the foundation of Ode, which has 100 engineers and works closely with Anthropic's applied AI team to identify where the technology can affect specific businesses.Ode CEO Chris Taylor tells TechCrunch that the company could someday become a trillion-dollar business if it scales without losing quality. He says an ideal customer is one whose CEO treats the AI project as a top one or two priority, whether it is a major product feature or the reworking of a core business process. Ode will operate under a “Claude-first” principle, using Anthropic technology whenever possible, but the article says it can use rival AI products when needed.The article's central implementation argument comes from Ode chief technologist Eddie Siegel, who says model selection matters but is not where most of the engineering effort goes. He compares it to the choice of programming language in software: one ingredient in a system that still has to be engineered. Bellan writes that Ode's challenge is hiring and training enough elite generalist engineers, many of them former founders, while competing with OpenAI's The Deployment Company and consulting giants that have built their own forward-deployed engineering teams.Read moreVint Cerf is working on a plan to unleash AI agents on the open internetTim Fernholz | TechCrunch | July 15, 2026Tim Fernholz reports that Vint Cerf, after leaving Google, is advising Innovation Labs on an open architecture for identifying AI agents online. Innovation Labs is a subsidiary of Identity Digital, a DNS registry company, and its proposal is to use domain-name infrastructure as part of a system for agent identity, accountability, and auditability. The premise is that agents will need a way to identify themselves if they move beyond proprietary systems and begin interacting across the open internet.The concrete proposal is DNSid, a registry that links an AI agent to an existing internet domain and uses cryptographic proofs to log its registration over time. Innovation Labs says it is trialing the standard with unnamed hyperscalers and identity companies. Cerf frames the problem around authority and accountability: what authority an agent has, where that authority came from, who is accountable for the agent's behavior, how its identity is established, and why anyone should trust it.The article's caveat is that standards are still emerging and agents are more active than static domains. Cerf says the period may be both fascinating and exasperating because the functionality is powerful and interoperability is unresolved. He compares the adoption problem to TCP/IP: competing systems may not work together until users push for functional interoperation. He also says an agentic economy is not inevitable, but that people will try to build it because delegating work to agents will be easier.Read more: TechCrunchxai-org/grok-build, now open sourceAuthor: Simon Willison Published: July 15, 2026Simon Willison argues that xAI's decision to open-source Grok Build is best understood as a trust repair move after a severe privacy failure. The CLI had triggered backlash when users realized that running it in a directory could upload the entire directory to xAI's Google Cloud buckets, including one user's reported SSH keys, password manager database, documents, photos, and videos. xAI disabled the feature, said previously retained coding data would be deleted, and released the code under Apache 2.0.The killer detail is what the codebase reveals. Willison counts 844,530 lines of Rust, only about 3% of which appears vendored, and finds remnants of the upload system still present but disabled: gcs.rs contains Google Cloud upload code, while upload_session_state() now returns a hard-coded session_state_upload_unavailable error. He also notes copied or ported tool implementations from Codex and OpenCode, prompt files, and a terminal Mermaid renderer.The pull is that terminal coding agents are becoming large, intricate software systems in their own right. The privacy failure mattered because these tools operate inside the directories where developers keep their most sensitive work; the open-source release matters because trust now depends on inspecting what an agent can see, send, and do.Read more: SourceThe Pulse: What can we learn from Bun's rapid Rust rewrite with AI?Author: Gergely Orosz and Ivan Klaric Published: July 16, 2026Gergely Orosz and Ivan Klaric argue that Bun's AI-assisted rewrite from Zig to Rust is a practical sign of how software engineering changes when models can take on large, bounded migrations with clear feedback loops. The piece does not treat the rewrite as magic: Jarred Sumner first spent hours turning design judgment into a detailed porting guide, then used adversarial review, parallel agents, compiler errors, and tests to force the work toward correctness.The killer detail is the scale. Bun had 535,496 lines of Zig, 1,448 files, and 22 million monthly downloads, making a conventional rewrite a year-long freeze the team could not justify. Using Fable, Sumner split the work across 64 agents, produced about 6,500 commits, and got the migration done in 11 days at an estimated API cost of $165,000.The pull is economic, not theatrical. If a one- or two-year migration can become an 11-day project, AI coding is not just faster autocomplete; it changes which technical debts are worth paying down.Read more: SourceOrphan risks at the frontier of artificial intelligenceAuthor: Andrew Maynard Published: July 16, 2026Andrew Maynard argues that frontier AI safety frameworks are creating “orphan risks”: harms that companies can see, but do not formally own because they are hard to quantify, do not fit catastrophic-risk thresholds, or fall outside audit-friendly compliance machinery. His target is not existing frontier safety work, but the narrowing effect that happens when private companies decide which risks count as governable.The killer detail is Maynard's contrast between measurable model dangers and threats to value. He points to Meta's three-day Galactica collapse, OpenAI's 2023 board crisis, safety-team departures, and wellbeing litigation as examples of risks that damaged trust, culture, legitimacy, or users without fitting cleanly into conventional model-risk categories. The proposed fix is an orphan-risk register: a public record of risks a company considered and chose not to manage, with reasons.The pull is accountability. Frontier developers' internal scoping choices have become a de facto layer of public governance, so the question is no longer only which risks they manage, but which risks they quietly leave outside the frame.Read more: SourceThe Lab of the Future Should Feel Like a Data CenterLatent.Space with Andy Beam and Rafa Gomez-Bombarelli | Latent.Space | July 16, 2026Latent.Space interviews Lila Sciences CTO Andy Beam and chief science officer for physical sciences Rafa Gomez-Bombarelli about the company's attempt to build an AI-run science factory. The post describes Lila's thesis as treating the lab itself as an “infinite token generator”: if internet data drove the first era of AI scaling, experimentally verified scientific data may be the next scarce training source. Lila is trying to produce that data with robotics, lab instruments, orchestration software, and AI models wired into the wet lab.The central analogy is the lab as data center. Instruments are nodes on a graph, a magnetically levitating transport layer moves materials between them, and experiment scheduling looks like a compute queue. Beam says Lila is not simply an automation company, because the point is not just throughput; it is flexibility, generalization, and experiment capture. The post says Lila has built more than 10 trillion experimentally validated “scientific reasoning tokens,” not internet text or biological sequences.The interview ranges across biology, chemistry, drug discovery, materials science, and the limits of automation. It notes that Lila rebuilt one gas-sorption measurement to run roughly 2,500 times faster, claims its general models can transfer priors from small-molecule chemistry to metal-organic frameworks for carbon capture, and describes model-suggested platinum-group-free electrocatalysts that moved from looking boring or wrong to becoming strong performers. The caveats are physical: experiments have runtimes, biology cannot always be accelerated, chains of thought can be unreliable narrators, and reward hacking becomes more dangerous when a model controls a real lab.Read more: Latent.SpaceWhy AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”Kate Park | TechCrunch | July 16, 2026Kate Park interviews AMI Labs CEO Alexandre LeBrun about why Yann LeCun's world-model startup avoids the language of “AGI” and “superintelligence.” LeBrun says the terms are not useful because they lack stable definitions: “We never used the word AGI. And I just noticed that nobody is using it anymore; they switched to superintelligence.” His argument is that the practical frontier is not a label, but whether AI systems can understand and predict real-world states.The article explains the world-model thesis by contrasting language prediction with physical-state prediction. A large language model predicts the next word; a world model predicts the next state, such as what happens when a glass tips over. LeBrun says LLMs remain complementary and efficient for language, but the physical world is where current AI is weak. Robotics is the clearest case: hardware has advanced quickly, but robots are still brittle outside controlled routines because they lack context and situational understanding.AMI is still pre-product, but TechCrunch reports that LeBrun was in Seoul looking for industrial partners, researchers, and global companies. He says world models cannot be built entirely inside a lab because they need access to real environments. That is why South Korea appeals to AMI: robotics, semiconductors, manufacturing, and fast adoption create the kind of hardware-heavy context that software-only AI has barely touched.Read more: TechCrunchKimi K3 Tech Blog: Open Frontier IntelligenceKimi | Kimi | July 16, 2026Kimi introduces Kimi K3 as an open 3T-class frontier model aimed at coding, knowledge work, reasoning, multimodality, and long-context agentic use. The source describes the model as a 2.8T-parameter system built on Kimi Delta Attention and Attention Residuals, with native multimodality and a 1M-token context window. It says Moonshot AI plans to release model weights by July 27.The post presents K3 through benchmark and use-case sections rather than as a general product announcement. It reports results across coding, productivity, agentic, and multimodal evaluations, including DeepSWE, Terminal-Bench 2.1, Program Bench, SWE Marathon, FrontierSWE, PostTrain Bench, OfficeQA Pro, SpreadsheetBench 2, MCP Atlas, AutomationBench, BrowseComp, GDPval-AA v2, AA-Briefcase, MMMU-Pro, MathVision, BabyVision, OmniDocBench, and PerceptionBench. The source says all reported K3 results use maximum reasoning effort with temperature and top-p set to 1.0, and that different benchmark comparisons use KimiCode, Claude Code, or Codex harnesses depending on the test.Kimi's caveats are unusually concrete. The limitations section says K3 was trained in preserved thinking-history mode, so quality may become unstable if an agent harness does not pass historical thinking content correctly or if an ongoing session switches to K3 midstream. It also says K3's emphasis on long-horizon tasks can make it excessively proactive when it encounters minor issues or ambiguous intent, and recommends imposing explicit behavioral constraints for applications that require strict boundaries. The post adds that K3 remains behind Claude Fable 5 and GPT 5.6 Sol in user experience despite being competitive overall.Read moreVenture CapitalThree Years InAuthor: Tomasz Tunguz Published: July 10, 2026Tomasz Tunguz marks Theory Ventures' third anniversary by arguing that AI's central market effect is time compression. In his telling, model release cycles, company revenue milestones, enterprise adoption, and venture categories have all accelerated. Seed, Series A, and Series B still exist as financing labels, but they no longer cleanly describe company maturity when some seed rounds are larger than IPOs and the best AI companies can mature much earlier than prior software companies.The killer detail is the shift from models to inference. Tunguz argues that inference has become the dominant AI market because workloads and buyer preferences are fragmenting: video, batch, local, agentic, and real-time tasks each create different infrastructure needs. He compares this to databases splitting into OLTP, OLAP, vector, and streaming categories, with AI pushing the same specialization into inference infrastructure.The pull is that Theory sees the AI-native venture firm as part of the same pattern. The firm says it has analyzed twice as many investment opportunities with three investors working alongside a nine-person intelligence organization, using agents and research systems to map markets, source companies, and support diligence. The piece is both a market map and a statement about how venture itself is being rebuilt by the technology it funds.Read more: LinkedInVenture Has Rarely Looked More BifurcatedAuthor: Beezer Clarkson Published: July 14, 2026Beezer Clarkson points to PitchBook's Q2 report as evidence that the U.S. venture market has split into two very different realities. AI now accounts for more than 60 percent of all U.S. venture deal value, meaning the headline market can look active and well-funded even while much of the non-AI market is dealing with a much colder liquidity and fundraising environment.The thread uses that split as the setup for Clarkson's latest Origins episode with Alec Litowitz, founder of Magnetar and QStar Capital and one of Citadel's original founding partners. Clarkson says markets like this are periods of genuine uncertainty, not merely ordinary risk, which is why Litowitz's Adaptability Quotient framework is relevant.The embedded clip makes the liquidity point concrete. Litowitz says DPI is “the resolution of uncertainty” because it converts an uncertain investment into actual cash returned to LPs. In his framing, a realized dollar is a real mark, while TVPI remains uncertain until it is realized.The killer detail is the distinction between pricing risk and resolving uncertainty. Litowitz's perspective matters because QStar is a SpaceX investor and Clarkson says the conversation happened just before one of venture's most consequential IPOs. The episode's stated questions are why venture remains a way to gain exposure to innovation, how AI is changing what is investable, why liquidity is ultimately a function of time, and why uncertainty requires a different decision framework from risk.Read more: XThe Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active NowAuthor: Ilya Strebulaev Published: July 10, 2026Ilya Strebulaev ranks angels, angel groups, accelerators, and incubators by lifetime U.S. unicorn investments, counting checks written before a company reached unicorn status. The top of the combined list is dominated by organizations: Y Combinator leads with 113 unicorn investments, followed by Plug and Play at 52 and 500 Global at 41. Sand Hill Angels is the highest-ranked angel group at 31.The killer detail is how quickly the list changes below the biggest accelerators. Strebulaev says 271 of the 304 investors in the Top 200 are individuals, or 89%. In the top 100, individuals are 91%. That makes the market underneath the large accelerator counts look much more personal: mostly operators and individual angels writing early checks from their own networks.The pull is the ranking's own caveat. Strebulaev writes that every lifetime leaderboard has a blind spot because many of the unicorns behind those totals were founded a decade or more ago, and some angels have since moved into formal funds, slowed down, or stopped investing. His post therefore separates lifetime performance from recent cohorts, including companies founded in 2015 or later and 2020 or later. For founders or allocators making current decisions, that distinction matters: a career record and a current record are not the same measure.Read more: Ilya StrebulaevAre Prediction Markets Doomed to Fail?Author: Contrary Published: July 16, 2026Contrary argues that prediction markets' current boom depends on whether platforms can prove they are more than regulated gambling with exchange-style branding. Kalshi and Polymarket have reached mass cultural, investor, and regulatory attention, but the article says the underlying idea is old: academic markets, corporate forecasting tools, Intrade, PredictIt, and other predecessors all struggled with the same linked problems of liquidity, legality, and user appeal.The killer detail is the comparison with sportsbooks. Prediction markets present themselves as peer-to-peer, transparent, and non-house-based, but sports contracts reportedly account for more than 90 percent of Kalshi trading, and the article says the platforms keep a much thinner slice of volume than sportsbooks. A market can therefore show sports-betting-scale handle while generating far less revenue.The pull is that the product's hardest problem may be distribution of wins. If a small group of sharp traders captures most profits while casual users lose interest, prediction markets may become valuable data feeds and professional tools before they become durable consumer networks.Read more: SourceRegulationExclusive: The Next Frontier of the Deportation Wars: College CampusesAuthor: Adrian Carrasquillo Published: July 11, 2026Adrian Carrasquillo reports that college campuses are becoming a new front in the fight over immigration enforcement because automatic license plate readers can turn ordinary campus security infrastructure into searchable location data. His thesis is that Flock Safety's camera network, even without direct ICE or DHS contracts, can feed deportation enforcement through local police partnerships and data-sharing practices.The killer detail is the campaign target. The Emergency Campaign to Support Higher Education, working with Schools Drop ICE, is focusing on 75 colleges and universities publicly identified as having Flock contracts. Flock says it has no ICE or DHS contracts, but activists argue the risk comes through local agencies that coordinate with federal authorities and run searches on their behalf.The pull is broader than immigration. Carrasquillo notes that license plate readers have already been abused by officers for stalking, and that Flock's AI search features can identify more than plates, including bumper stickers. A campus safety tool can become a political surveillance system when the data layer is searchable.Read more: The BulwarkThe Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.Author: Todd Phillips Published: July 12, 2026Todd Phillips argues that the Supreme Court's decision in Trump v. Slaughter damaged independent agencies by ending for-cause removal protections, but did not leave Congress powerless. The ruling weakens the old model in which commissioners at bodies such as the FTC, NLRB, CPSC, SEC, and CFTC could be insulated from dismissal over policy disagreements. Phillips says the next fight is whether presidents can turn nominally bipartisan commissions into one-party instruments.The killer detail is the procedural fix: quorum rules. Phillips proposes that Congress require bipartisan slates of commissioners to be seated before independent agencies can act. A president could still fire commissioners, as the Court now permits, but if those firings broke quorum, the agency would be unable to proceed until replacements were confirmed. The guardrail would

This week's video transcript summary is here. You can click on any bulleted section to see the actual transcript. Thanks to Granola for its software.There was an issue with this only going to paid subscribers, so sending it again. Apologies to those who get it twice. I appreciate being paid so feel free to upgrade if you enjoy TWTW.EditorialIntelligence: Who Owns it?This week the word “AI” feels too small.AI is a technology. Intelligence is its product. And if intelligence is the product, the question is no longer just: Which model is best? Who has the cheapest tokens? Who owns the weights? Who controls the data center? Those are important questions, but they are lower in the stack.The bigger question is simpler and more political:Who owns intelligence?That sounds abstract until you make it concrete. Intelligence is becoming something companies can capture, package, serve, meter, route, improve, and sell.It can write code, answer questions, design molecules, automate offices, run agents, draft legal work, advise scientists, serve consumers, and reshape workflows. It is not merely software. It is a general-purpose capability. And all humans could benefit from more of it.General-purpose capabilities have a habit of becoming public questions. But the default answer, that public good is best delivered by government, is the wrong answer in this context.The Product Is IntelligenceWe should stop talking about AI as a feature and start talking about intelligence as the universal thing that is delivered as an input to the world.Water is an input. Electricity is an input. Literacy is an input. Connectivity is an input. Once a society depends on them, access stops being optional. Nobody needs government to build every well, power plant, school, or network. But everybody understands that a civilization cannot be organized around less than universal and reliable access to foundational inputs.Intelligence is reaching that level of importance now that we all know it is real.Government should not own it, operate it, or develop it. Quite the opposite. Companies are the right actors to build fast, compete hard, improve models, serve customers, and discover the real use cases. Self-interest is a useful framing here. Markets are good at finding demand, reducing costs, and turning invention into services people actually use.Companies are the right operators, developers, and owners. But that does not settle the real question of who owns the benefits. That is an economic question.If intelligence becomes metered infrastructure, what happens to the value it creates?The Ownership StackThis week's articles keep circling the same issue from different directions but in the nature of ‘circling' never quite nail it.Jamin Ball's “Own Your Weights” starts with the enterprise version of the question. Owning a model file is not enough. The durable asset is the loop: the data flywheel, the evaluations, the reinforcement system, the workflow learning, and the operating context that lets capability compound.Benedict Evans' “Ways to Think About Token Pricing” adds the market layer. Tokens may become essential, abundant, and cheap, like mobile data. But being essential does not guarantee that the token layer captures the value. The money may move up the stack to whoever owns the workflow, the customer, the distribution, or the application.Alex Karp's fight with the labs, reported in “Alex Karp Is Saying What Every Angry CEO Is Thinking About AI”, is the same argument in sharper enterprise language. Companies are afraid that model providers will not just sell intelligence, but learn from customer workflows and then move into the markets where those workflows create value. The “All-in” group are echoing Karp's view.And “What Is Loop Engineering, and Who Owns It?” names the new contested terrain. The loop is where intelligence meets the world. Whoever owns the loop owns the learning. Whoever owns the learning owns the compounding asset.That is why “who owns intelligence?” is not a slogan. It is the question under the model layer, the application layer, the enterprise layer, and the economic layer.Because intelligence is the product, the tools creating it are fragmented and competitive. So there is no logic in trying to discuss this at the level of a single company or set of tools and models.The Old Promise Was That Commerce Would Tame PowerThe essays this week give the historical backdrop.Deirdre McCloskey, in “What Really Caused the Industrial Revolution”, argues that modern growth came not simply from capital accumulation, but from a change in permission: ordinary people were allowed to innovate, trade, build, and be honored for it.That matters because intelligence could be another expansion of permission. It could make more people capable of building, learning, creating, coding, researching, translating, selling, and coordinating. It could lower the cost of competence.But only if access is broad.Paul Krugman's “AI in an Age of Oligarchy” warns that the same technology lands differently in different political economies. A new general-purpose technology entering a broad, open, upwardly mobile society is one thing. The same technology entering a concentrated economy, with extreme wealth and weak counterweights, is another.Tim O'Reilly's Economist essay, “Elon Musk is building a form of capitalism that Adam Smith would hate”, makes the governance point more directly. The old liberal hope was that commerce would tame arbitrary power. Markets, boards, courts, shareholders, disclosure, and competition would discipline the prince.But what if the prince uses markets to escape discipline?Henry Farrell's “political economy of billionaire derangement” pushes the same point. Founder culture, monopoly ambition, peer rivalry, weak correction mechanisms, and vast private control can amplify appetites rather than restrain them.The danger with intelligence is not that companies build it. They should. Companies build it, meter it, use public tolerance and public infrastructure to scale it, learn from everyone who uses it. All of those things are inevitable and healthy. Market forces will sort out winners from losers. The real danger is that the winners treat all of the surplus produced as purely private.Metered Intelligence Creates SurplusIf metering is not the problem, what is?The problem is pretending that metered intelligence creates value only for the metering entity. Metering water is only tolerated as a public good. If the public were blackmailed by a private water company with the threat of no water we would all rebel.Once we understand that the product of AI is intelligence we can see that every time intelligence is used, there is the immediate transaction: the user pays, the provider serves.But there is also system value. Usage creates signals. Workflows reveal patterns. Prompts, corrections, failures, preferences, integrations, edge cases, and business processes all help define where intelligence is useful and how it should improve. Intelligence breeds intelligence.Even when customer data is contractually protected, the market learns. The platform learns where demand is. The product team learns which workflows matter. The ecosystem learns which jobs are vulnerable, which tasks are automatable, and which parts of the economy can be reorganized around machine intelligence.So the surplus is not born in a vacuum.It rests on public science, public education, public data exhaust, public law, public infrastructure, public energy systems, public tolerance for data centers, and billions of human interactions. It is served by companies, but it is not made only by companies.This is why “Americans Deserve a Dividend From AI Companies' Riches” belongs at the center of this week's issue. The detail can be debated. The principle is harder to dismiss. If intelligence becomes a new foundational resource, then some part of the wealth it creates should flow back to the people whose society makes it possible. Intelligence did not suddenly appear. AI is built on the entire history of human intelligence. It benefits from it and at the same time evolves it.Not Nationalization. A Human Wealth Fund.If intelligence belongs to everybody, some conclude that government ownership of intelligence is the right outcome.Governments are not well suited to build, operate, or improve intelligence. They will move too slowly, regulate too early, politicize the wrong things, and confuse economic participation with operational control.Andrew McAfee's “Why I Didn't Sign the AI Open Letter” is useful here. His objection is not that the technology is unimportant. It is that steering too hard before we understand the shape of the change can become its own failure mode. Marc Andreessen's satire of AI regulation is less policy than temperament, but it captures a real Silicon Valley fear: that regulation can become permission, capture, and incumbency before it becomes wisdom.That fear should be taken seriously.But it does not answer the economic question. It answers only the operational one.How can the economic benefits of intelligence be distributed? The better answer is a sovereign human wealth fund.Call it a sovereign wealth fund if you must, but the phrase is too national. Intelligence will not respect borders. The leading companies are global. The models, chips, data centers, agents, platforms, and workflows will be transnational from the beginning. If the value created by intelligence is global, then the mechanism for sharing some of that value should begin with the companies global enough to capture it. The nice thing about xAI, OpenAI, and Anthropic is that they are supranational.These companies own and operate intelligence. Let them compete. Let them profit. Let them keep the incentives that make the system improve. But if intelligence is the new water, the wealth it creates cannot belong only to the companies that meter it. And they, themselves, have the power to fix it, even more than governments.Access will become a Human Right; Ownership Is the Economic DesignThis is where human rights come in. There is no right to access an AI model, yet. But there will soon be a need to change that.Not as a claim that every person is entitled to every frontier model at every moment for free. That is not serious. Capacity has costs. Models have costs. Inference has costs. Data centers have costs. Although those costs will decline over time, possibly quite quickly as self-learning models address costs.The claim is more basic: in a world where intelligence becomes a primary input into education, work, health, science, citizenship, creativity, and economic agency, baseline access to intelligence starts to look like a civic requirement.That could mean public access layers. It could mean education credits. It could mean open models. It could mean AI dividends. It could mean public-interest compute. It could mean taxes on rents. It could mean a company-initiated human wealth fund that returns some of the upside to society without handing the operating system to the state. The latter could couple wealth growth with universal distribution of ownership.The exact mechanism matters. But the distinction matters more.Government should not own intelligence. It should be universally available. And people should have a claim on the wealth intelligence creates.The Frontier Is Also PhysicalThe abstraction is not weightless.“The Fight Against AI Data Centers Is Just Beginning”, “New York becomes the first state to enact a data center moratorium”, Reuters on pollution from Musk's xAI power project, and DataGravity's “Who Captures Value in AI Infrastructure?” all say the same thing from the ground up.Intelligence uses land. It uses power. It uses water. It uses chips. It uses grid capacity. It uses neighborhoods. It uses public patience.That makes the value question unavoidable. A society can accept the buildout if the buildout is legible as shared progress. It will resist it if the costs are local, the profits are private, and the benefits feel enclosed.Who Owns the “Loop”?The week ends where it began.“Anthropic and Blackstone” are betting that implementation is the next trillion-dollar business. “Vint Cerf” is working on identity for agents on the open internet. “GPT-Red” points toward systems that improve their own robustness. “Kimi K3” adds another open frontier model to the global mix.The model race continues. The deployment race is accelerating. The governance race is behind.My view is this:The central product of this era is intelligence. Companies have figured out how to capture it, package it, serve it, and meter it. That is good. It should stay in the hands of builders who have the incentive to make it better.But intelligence is too foundational to become just another private toll booth. A significant part of it will turn out to be free to users.As intelligence becomes a general-purpose resource, then access to it becomes a human-capability question, and the surplus from it becomes an economic-justice question. Not because government should run it. Because government should not run it. The operating layer belongs with companies. The wealth question belongs with everyone. But companies are best placed to turn that into a process of distribution.The question is not whether companies should build intelligence. They should.The question is whether humanity gets a stake in the wealth created by the thing that may soon become its most important shared input.Contents* Essays* Deirdre McCloskey on What Really Caused the Industrial Revolution* AI in an Age of Oligarchy* Elon Musk is building a form of capitalism that Adam Smith would hate* Murky Mirror: Truth and Consequences* The political economy of billionaire derangement* Is there any “oligarchy” to fight?* AI* Nearly 200 Economists and Tech Leaders Warn of A.I. Threats* Why I Didn't Sign the AI Open Letter* Own Your Weights* Ways to Think About Token Pricing* Alex Karp Is Saying What Every Angry CEO Is Thinking About AI* The AI Agents Are Coming for Microsoft Office* What Is Loop Engineering, and Who Owns It?* The Fight Against AI Data Centers Is Just Beginning* 6 months to live for open models* Americans Deserve a Dividend From AI Companies' Riches* Who Gets to Define the Frontier?* GPT-Red: Unlocking Self-Improvement for Robustness* Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just models* Vint Cerf is working on a plan to unleash AI agents on the open internet* xai-org/grok-build, now open source* The Pulse: What can we learn from Bun's rapid Rust rewrite with AI?* Orphan risks at the frontier of artificial intelligence* The Lab of the Future Should Feel Like a Data Center* Why AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”* Kimi K3 Tech Blog: Open Frontier Intelligence* Venture Capital* Three Years In* Venture Has Rarely Looked More Bifurcated* The Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active Now* Are Prediction Markets Doomed to Fail?* Regulation* Exclusive: The Next Frontier of the Deportation Wars: College Campuses* The Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.* India's crackdown on a new WhatsApp feature risks setting a global precedent* Let's build a children's public internet* Computer cops* Google is better at playing the AI regulations game* Infrastructure* Who Captures Value in AI Infrastructure?* New York becomes the first state to enact a data center moratorium* Pollution from Musk's unpermitted xAI power project hits hardest in Black communities* Interview of the Week* The End of the End of Geography* Startup of the Week* Radical AI's Joseph Krause: The Scientist Building The “Waymo” Lab For New Materials* Post of the Week* Marc Andreessen on AI RegulationEssaysDeirdre McCloskey on What Really Caused the Industrial RevolutionYascha Mounk and Deirdre McCloskey | Persuasion | July 11, 2026Yascha Mounk interviews Deirdre McCloskey about her argument that the modern world's economic liftoff came less from capital accumulation than from a change in ideas. McCloskey says both left and right versions of the conventional story rely too heavily on investment: the left stresses exploitation and surplus value, while the right stresses virtuous saving by capitalists. Her objection is historical and economic. Human beings had always invested, from irrigation works and Roman roads to seed grain, and simple accumulation quickly runs into diminishing returns.McCloskey's alternative is that northwestern Europe, first Holland, then Britain and Scotland, and then the North American colonies, developed a liberal ideology that changed who was allowed to innovate and be honored for it. The conversation links that shift to the erosion of inherited hierarchy, the spread of dignity for ordinary commercial life, and a moral vocabulary in which liberalism is not merely procedural but connected to virtues and values. The point is not that machines, coal, trade, and institutions did not matter, but that they do not explain the scale and timing of modern enrichment without a cultural permission structure for innovation.The interview also turns to the contemporary defense of liberalism. Mounk frames the series around the worry that liberalism is often treated as too thin to command allegiance, while its opponents speak more directly to moral passions. McCloskey's case is that liberal societies became rich because they dignified experimentation and ordinary enterprise, and that liberals need to recover the moral language behind that claim.Read moreAI in an Age of OligarchyPaul Krugman | Paul Krugman | July 12, 2026Paul Krugman frames AI as a major technological shock arriving inside an already unequal political economy. The post says AI's economic and social effects may take years to understand, but argues that the setting matters now: America has much greater wealth concentration and political inequality than it did in the 1950s and 1960s, when progressive taxation, stronger regulation, and more active antitrust might have contained some of the destructive effects of a new technology.Krugman's opening claim is that the same technology would likely have different consequences in a more level society. In today's United States, he writes, extreme wealth is both a cause and effect of policies that favor a small elite, including low effective taxes on capital and high incomes, weak enforcement of worker protections and antitrust, and cuts to programs that benefit ordinary Americans.The article is explicitly more about oligarchy than AI. Krugman says the paid sections document the rise of the “.0002%,” the economics and politics of extreme wealth, how oligarchy will shape AI's impact, and possible policy paths. His caveat is that AI itself may still produce a pushback against oligarchy, but absent that, he expects the pre-existing concentration of wealth and power to magnify AI's downsides.Read moreElon Musk is building a form of capitalism that Adam Smith would hateAuthor: Tim O'Reilly Published: July 12, 2026Tim O'Reilly argues that Elon Musk is using the legal forms of shareholder capitalism to escape the restraints that shareholder capitalism was supposed to impose. The article begins with SpaceX's public-market structure: ordinary public investors get little meaningful governance power, Musk keeps roughly 85 percent of the votes through super-voting shares, buyers waive jury trials and class actions, the company qualifies as controlled, and removal of Musk depends on the share class he controls. In O'Reilly's framing, that is not ordinary founder control; it is a design for being answerable to no one, possibly beyond Musk's own lifetime.The killer detail is the article's turn through Albert Hirschman, Montesquieu, James Steuart, Adam Smith, and Keynes. Older defenses of commerce held that markets would tame princely passions because the self-interest of merchants was safer than arbitrary rule. O'Reilly says Musk reverses that hope. The market discipline that was supposed to cage the prince has become the lever by which the prince raises capital, removes feedback loops, and carries private power into politics, government, Mars, robots, AI, or whatever ambition comes next.The pull is the link to AI governance. O'Reilly says corporations are already a kind of artificial intelligence: narrow-input systems that act at a scale no individual human can match. Their partial controls include independent boards, shareholder votes, courts, disclosure, regulators, public pressure, and activism. If the leaders building frontier AI strip those alignment mechanisms out of their own companies, the governance of the company becomes a preview of the governance of the machine.Read more: The EconomistMurky Mirror: Truth and ConsequencesAuthor: Esther Dyson Published: July 14, 2026Esther Dyson argues that today's institutional crisis is better viewed through the 14th century than through recent political history. Using Barbara Tuchman's A Distant Mirror as her frame, she compares a world of famine, plague, church schism, feudal predation, and purposeless war with a present in which institutions again feel brittle, incentives are badly aligned, and power is shifting into forms that are hard to govern.The killer detail is the historical analogy between land, corporations, and AI. Dyson moves from nobles who controlled serfs and territory, to the East India Company as a quasi-sovereign business, to today's AI systems and data centers as a possible new sector that crosses and weakens both nation-states and companies. The question is whether AI becomes a new kind of private land, owned by a new nobility, or an open prairie that many people can cultivate.The pull is human attention. Dyson says the central question is not what AI will do to people, but how people will react to it: whether they can value love, kindness, embodied attention, and artisanal human presence in a world of seductive artificial offerings.Read more: SourceThe political economy of billionaire derangementAuthor: Henry Farrell Published: July 15, 2026Henry Farrell argues that the visible political radicalization of some Silicon Valley billionaires is not a random personality quirk, but a product of the political economy that made them. Starting from Tyler Cowen's dismissal of “billionaire derangement syndrome” and Tim O'Reilly's warning that Elon Musk is using shareholder capitalism to escape shareholder restraint, Farrell flips the phrase: the question is why billionaires themselves can become deranged.The killer detail is Farrell's use of Peter Thiel as both theorist and example. Thiel's Stanford lectures described startups as monarchies and founders as figures vested with unusual power, while Silicon Valley culture rewarded eccentricity, monopoly ambition, and founder exceptionalism. Farrell says those ideas combined with dense founder-investor networks, peer rivalry, and weak correction mechanisms to amplify rather than discipline princely appetites.The pull is the ideological problem for classical liberals who once saw tech wealth as an ally of markets and freedom. Farrell says commerce did not tame the passions; in parts of Silicon Valley, the passions have begun to devour markets, institutions, and the liberal story that justified them.Read more: SourceIs there any “oligarchy” to fight?Matthew Yglesias | Slow Boring | July 16, 2026Matthew Yglesias argues that “oligarchy” is a rhetorically powerful but analytically loose way to describe American politics. The post begins from Bernie Sanders' “Fighting Oligarchy” tour, Amy Klobuchar's warning about a MAGA “broligarchy,” and the long afterlife of the Martin Gilens and Benjamin Page paper that was widely summarized as showing that only the rich matter in policy outcomes. Yglesias says the evidence supports a weaker claim: affluent people and business leaders have unusual access and influence, but that is not the same as rule by a small cabal.His main distinction is between inequality and oligarchy. The Gilens-Page measure treated the top 10 percent of households as “the wealthy,” and later critics found that rich and middle-class preferences usually align; in the cases where they differ, the rich win about 53 percent of the time. Yglesias also says business executives get special access partly because their decisions are materially important to communities, jobs, investment, and local tax bases, not only because of campaign donations.The post preserves Jerusalem Demsas' counterpoint from their podcast discussion: privileged donor and business access can still violate democratic equality even if the oligarchy label overstates the structure of power. Yglesias' narrower claim is that Democrats should be precise about what problem they are trying to solve, because donor influence can also push the party left on climate and cultural issues in ways that alienate many voters.Read more: Slow BoringAINearly 200 Economists and Tech Leaders Warn of A.I. ThreatsAuthor: Ben Casselman Published: July 13, 2026Ben Casselman reports on “We Must Act Now,” a statement warning that artificial intelligence could transform the economy faster than any previous technology and that policymakers need to move faster to understand and respond. The statement says AI may become radically more powerful over the next 10 years, bringing risks such as large-scale job displacement as well as opportunities such as higher living standards. Nearly 200 people signed, including 15 Nobel laureates, the chief economists of OpenAI and Anthropic, Anthropic co-founder Jack Clark, former Google CEO Eric Schmidt, and venture capitalist Vinod Khosla.The killer detail is who joined the warning. Casselman notes that the signatories include economists who have historically been skeptical of Silicon Valley's most dramatic AI job-loss forecasts, including Daron Acemoglu and Simon Johnson, the MIT professors who won the 2024 Nobel in economics. Erik Brynjolfsson, who helped organize the statement, says there has been a notable change in the profession and that economists and policymakers are not ready for the “tsunami” he sees coming.The pull is the measurement problem. The statement does not offer a specific policy menu, but calls for economists, policymakers, and industry leaders to understand the economics of transformative AI and steer it toward complementing humans. Brynjolfsson says one high priority is better data on AI's spread and impact, because current measures tell conflicting stories about job losses and which workers are most exposed.Read more: The New York TimesWhy I Didn't Sign the AI Open LetterAuthor: Andrew McAfee Published: July 13, 2026Andrew McAfee explains why he did not sign “We Must Act Now,” the AI economy statement organized in part by his longtime collaborator Erik Brynjolfsson. McAfee agrees with the letter's starting point that AI is likely to become radically more powerful over the next decade and that it is a general-purpose technology. His objection is not to urgency or to studying AI's economic effects, but to the framing of risk, displacement, and institutional steering as the first move.The killer detail is McAfee's line edit. He says the original letter comes close, then “bounces off the crossbar” by calling for incentives, guardrails, and institutions to steer AI before we know enough about its actual impacts. He points to mixed current evidence: labor-market canaries, but also rising software job postings, low unemployment for younger workers, rising real median income, and claims that AI-adopting companies are adding workers faster than low-adopting peers. His worry is that the letter leans toward upstream governance and dirigisme when the evidence may call for capability building instead.The pull is his replacement statement. McAfee keeps the three-paragraph structure but changes the emphasis: AI is likely to become radically more powerful; like earlier world-changing technologies it will raise living standards while also bringing harms and shocks; and economists, policymakers, and technology leaders should build the capabilities to respond quickly and effectively. It is a concise version of the permissionless-innovation case inside the AI policy debate.Read more: The Geek WayOwn Your WeightsAuthor: Jamin Ball Published: July 10, 2026Jamin Ball argues that the enterprise AI debate about whether companies should “own their weights” or rent models from frontier labs is asking too narrow a question. A model weight file gives a company control over a point-in-time artifact, but not durable control over the capability stack. In his framing, the weight file is a melting ice cube: it does not get worse in absolute terms, but it falls behind as frontier systems improve and enterprise needs change.The killer detail is what Ball says companies really need to own: the data flywheel, reinforcement learning infrastructure, and evaluation harness that produce and improve the model. Simply deploying an open-weights model and declaring sovereignty leaves the enterprise with yesterday's capability and no way to compound workflow-specific learning.The pull is that enterprise AI control may be less about model ownership than operating ownership. The defensible layer is the system that turns company data, edge cases, business definitions, and evaluations into continuously improving performance.Read more: Clouded JudgementWays to Think About Token PricingAuthor: Benedict Evans Published: July 9, 2026Benedict Evans argues that today's AI token prices are a temporary signal from a supply-constrained market, not a reliable guide to long-term value capture. The open question is whether foundation models keep durable pricing power or become commodity infrastructure as data-center capacity, inference efficiency, and model competition all shift. His current read is that the visible market dynamics point toward commoditization unless something materially changes.The killer detail is the mobile data analogy. Evans says cellular networks became a trillion-dollar industry with hundreds of billions in capex after data usage exploded, but carrier stocks went nowhere because value moved up the stack. Tokens may behave similarly: an opaque unit tied to marginal cost, sold through bundles, essential to everything, yet not necessarily where profits accrue.The pull is uncertainty, not prediction. Evans lists paths to model dominance, including network effects, less competition, regulation, export controls, or a lab pulling ahead on execution, but says each requires a new fact not yet visible. Without that change, the model layer looks more like infrastructure beneath the products that capture value.Read more: SourceAlex Karp Is Saying What Every Angry CEO Is Thinking About AIAuthor: Tim Higgins Published: July 11, 2026Tim Higgins reports that Palantir CEO Alex Karp has turned corporate frustration with AI labs into a public argument about enterprise control. Palantir released a white paper, “Institutional Sovereignty in the Age of AI,” laying out steps companies and governments can take to protect themselves from OpenAI, Anthropic, and other foundation-model providers. The article links that paper to Karp's CNBC appearance, where he said “something has gone completely wrong” in the relationship between AI labs and customers and argued that enterprises are paying for tokens that create little value.The killer detail is the value-capture question. Higgins writes that Karp's critique has resonated because AI labs may gain power and insight from customer data, workflows, and decision-making, even when enterprise policies say customer data are not used for training. David Sacks amplified the concern by arguing that Anthropic is moving from the model layer into vertical applications such as science, security, legal, and coding, raising the fear that model providers will watch where value is being created and then move into those markets directly.The pull is that Karp is not alone, even if his style is unusually combative. Higgins notes that Satya Nadella has also warned that companies need to retain the learnings created when they use AI models, while Mark Zuckerberg has framed Meta's new model release partly around lower-cost frontier intelligence. The article presents Karp's campaign as one sign that established technology companies and large enterprises are trying to define where they fit when AI labs become central infrastructure, application competitors, and potential IPO giants at the same time.Read more: The Wall Street JournalThe AI Agents Are Coming for Microsoft OfficeAlex Wilhelm | Cautious Optimism | July 11, 2026Alex Wilhelm argues that one of the week's quieter AI questions is whether the productivity market that Microsoft successfully moved into subscription software is now being attacked by agentic tools. The piece begins with the infrastructure backdrop: SK Hynix raised $26.5 billion in a U.S. listing while building U.S. HBM and advanced-packaging capacity, and memory, chip, and foundry companies are now priced for sustained AI demand.Wilhelm then says the AI conversation has shifted quickly from raw capability to cost per task. He cites new model releases and vendor language emphasizing cheaper agentic and coding models, faster performance, and lower dollars per task. That matters because lower costs make it more plausible for AI systems to take on routine knowledge work at scale rather than remain a premium coding assistant market.The core of the article is Microsoft Office. Wilhelm notes that Microsoft turned Office from a one-time purchase into Microsoft 365, a large recurring revenue business with tens of millions of subscribers and a major productivity segment. Now, he says, late-stage unicorns and AI labs are pushing into the same territory: Anthropic's Cowork was reportedly used mostly outside software development, OpenAI merged ChatGPT and Codex into a tool for creating sheets, slides, docs, web apps, and long-running work, and other companies are building agentic coworkers that connect business data to documents, workflows, schedules, alerts, and apps.The article's caveat is that Microsoft has survived major platform shifts before. The argument is not that Office disappears quickly, but that the definition of office software is broadening from documents and spreadsheets into AI systems that can create, monitor, and act across workplace data.Read moreWhat Is Loop Engineering, and Who Owns It?Author: Nilesh Barla Published: July 11, 2026Nilesh Barla argues that “loop engineering” is becoming a distinct discipline because production AI agents now fail less at single prompts than at runtime: when to stop, what state to preserve, and how to recover after a bad step. Prompt engineering shapes one model call, and context engineering shapes what the model sees, but loop engineering shapes what a sequence of calls actually does.The killer detail is the three-primitives frame. Barla says a real agent loop needs halt conditions, state carryover, and recovery paths, then maps teams across five maturity levels. At the lowest level, an agent is just a model call in a for-loop with a step cap and raw history; by the higher levels, the system has structured state, explicit planning, replay, evaluation, and self-repair.The pull is organizational. If agents are becoming production systems rather than demos, someone has to own the runtime itself. The loop engineer is the role Barla gives to the person responsible for making long-running agent work dependable.Read more: Adaline LabsThe Fight Against AI Data Centers Is Just BeginningEmma Roth | The Verge | July 12, 2026Emma Roth argues that community resistance to data centers has moved from an early warning sign into a national political fight as AI facilities grow larger, more power-hungry, and more visible to nearby residents. The article starts with Apple's failed 2015 plan for a $1 billion data center in Athenry, Ireland, where a small group of residents challenged the project over noise, light pollution, flooding, traffic, and wildlife effects until Apple abandoned it in 2018.The current data-center buildout is presented as much larger and more contentious. Roth writes that residents now cite rising energy costs, water quality, noise, light pollution, and greenhouse gas emissions, while the U.S. Energy Information Administration expects commercial energy demand to surpass residential demand this year because of AI data centers and Goldman Sachs expects data-center power demand to double by 2027.The central evidence comes from Data Center Watch, which says protesters blocked or delayed at least 75 U.S. projects worth $130 billion from January to March, with active opposition groups more than doubling from 396 at the end of 2025 to 833 by the end of the first quarter of 2026. Roth also cites QTS abandoning a $12 billion Wisconsin campus, Delaware City regulators blocking a 580-acre project under the Coastal Zone Act, opposition stopping a QTS project in Prince William County, and pressure that pushed Kevin O'Leary to downsize the proposed 40,000-acre Project Stratos in Utah.The policy section describes a split between federal acceleration and local resistance. President Trump has treated data centers as part of the AI race with China and fast-tracked construction, while some Republican candidates are distancing themselves from that position ahead of midterms. Sanders and Ocasio-Cortez have proposed a moratorium until price and environmental protections exist, bipartisan lawmakers are backing ratepayer-protection measures, and states including Florida, Idaho, and Washington have passed rules on cost shifting, water use, and tax breaks. Roth's caveat is that the policy patchwork is still incomplete, leaving many communities to fight project by project.Read more6 months to live for open modelsAuthor: Nathan Lambert Published: July 12, 2026Nathan Lambert argues that open-weight AI models are facing their most serious policy test so far because U.S. officials are beginning to discuss concrete controls rather than abstract safety concerns. He says reported White House conversations about a new executive order may initially target Chinese-origin models and government use, but could create a broader review habit for frontier open models. His forecast is that a model above the capability range of GPT-5.5, Claude Opus 4.8, or GLM-5.2 could trigger a ban or indefinite delay within six months.The post separates two policy fights that are becoming intertwined: distillation and frontier capability. Lambert says the distillation campaign against Chinese models has become a form of regulatory capture because Anthropic and other closed-model companies would gain economically if Chinese open models were banned. He does not dismiss IP protection, but argues that if a closed model's capabilities are dangerous enough to justify restricting open models, the lab also has to explain why those capabilities are exposed through a queryable API. He cites unauthorized access to Anthropic's Mythos private beta as evidence that APIs are not automatically secure.The broader claim is that a unilateral U.S. ban would hurt positive actors more than bad actors if comparable open models remain available elsewhere. Lambert says the only durable ceiling would require global agreement, which does not exist, and that open models can improve safety by allowing broad inspection, adaptation, and understanding. His proposed near-term off-ramps are a strong U.S. open model release from companies such as Microsoft, Meta, or Reflection, and a broader coalition of open-source beneficiaries lobbying for safe rollout rather than prohibition.Read more: SourceAmericans Deserve a Dividend From AI Companies' RichesAuthor: Scott Stanford Published: July 14, 2026Scott Stanford argues that proposals to give the government a stake in AI companies miss the point unless ordinary citizens directly receive and control the upside. Sam Altman has discussed giving up equity in OpenAI, Washington already owns a stake in Intel, Nvidia is sharing China chip revenue, and Bernie Sanders wants large AI labs to contribute half their stock to a sovereign wealth fund. Stanford says those ideas all park value with the state, not with people.The killer detail is New Carlisle, Indiana, where AWS's Project Rainier is turning cornfields into one of the world's largest AI superclusters. The project is planned to run up to a million chips, draw more than two gigawatts of power, and represents an investment that has grown from $11 billion to $13.8 billion. Stanford uses that local transformation to argue that AI's public bargain should be visible at the household level.The pull is design. A citizen AI dividend would have to specify who earns a stake, how they hold it, and when they see cash. Without that mechanism, the AI wealth debate remains a fight over government balance sheets rather than public ownership.Read more: SourceWho Gets to Define the Frontier?Author: Mark Daley Published: July 14, 2026Mark Daley argues that Demis Hassabis is right to call for a serious institution to verify frontier AI systems, but that the power to test models is also the power to govern them. Hassabis's proposed Frontier AI Standards Body would get privileged pre-release access to advanced models, testing compute, held-out evaluations, support from national labs and security agencies, third-party auditors, and eventually authority to block models from the American market or coordinate a slowdown.The killer detail is Daley's constitutional objection. He says the proposal sometimes looks like a scientific lab, a standards body, an industry regulator, a licensing authority, and an emergency security council at once. Combining those roles because each requires technical expertise would be like putting the central bank, auditor-general, and Supreme Court in one building and calling it efficient.The pull is standard-setting. Daley's concern is not that verification is unnecessary, but that whoever writes the tests, decides what passes, adjudicates disputes, and grants market access may end up defining the frontier itself.Read more: SourceGPT-Red: Unlocking Self-Improvement for RobustnessOpenAI | OpenAI | July 15, 2026OpenAI describes GPT-Red as an internal automated red-teaming model trained to find prompt-injection vulnerabilities at a scale human red teams cannot match. The post says AI systems increasingly encounter third-party data through browsers, connected apps, local files, and tools, creating opportunities for malicious instructions hidden in emails, webpages, tool responses, or code repositories. Human red-teaming remains part of OpenAI's safety process, but the company says it is time-intensive and cannot generate enough diverse adversarial examples for model training.The system is trained through self-play reinforcement learning, with GPT-Red rewarded for eliciting valid failures and defender models rewarded for resisting attacks while still completing their tasks. OpenAI says the training environments specify threat models across settings such as local files, webpage banners, email bodies, and tool outputs. The model is kept separate from deployed production models because it is intentionally trained with malicious capabilities.OpenAI reports that GPT-Red generalized beyond its training set, including an internal replication of the indirect prompt-injection arena from Dziemian et al. (2025), where it found successful attacks in 84% of scenarios compared with 13% for human red-teamers. The post also says GPT-Red transferred attacks from simulation to a live autonomous vending-machine agent, causing price changes and order cancellations, and outperformed a prompted GPT-5.5 baseline against a Codex CLI agent on held-out data-exfiltration tasks.The article's main robustness claim is that OpenAI has used GPT-Red and predecessor models in training since GPT-5.3, with later GPT releases becoming more resistant to prompt injections. It says GPT-5.6 Sol has six times fewer failures on OpenAI's hardest direct prompt-injection benchmark than the best production model from four months earlier, that a “Fake Chain-of-Thought” attack class fell from more than 95% success against GPT-5.1 to below 10% against GPT-5.6 Sol, and that GPT-5.6 Sol fails on only 0.05% of GPT-Red's direct prompt injections. OpenAI says general capabilities and targeted over-refusal evaluations were not harmed, and says a preprint with more details will follow.Read moreAnthropic, Blackstone bet the next trillion-dollar AI business is implementation, not just modelsRebecca Bellan | TechCrunch | July 15, 2026Rebecca Bellan reports that Ode with Anthropic is the $1.5 billion AI implementation company launched by Anthropic with Blackstone, Hellman & Friedman, Goldman Sachs, and other backers. The article says the venture reflects a growing belief among frontier AI labs that enterprise adoption requires more than better models: customers need engineers who can embed inside businesses and turn AI into working systems.Ode was originally conceived by Blackstone after it used both large consulting firms and smaller AI services boutiques across its portfolio companies. TechCrunch reports that Fractional AI, an AI engineering services startup, stood out and was acquired by the joint venture shortly after the venture was announced. Fractional now forms the foundation of Ode, which has 100 engineers and works closely with Anthropic's applied AI team to identify where the technology can affect specific businesses.Ode CEO Chris Taylor tells TechCrunch that the company could someday become a trillion-dollar business if it scales without losing quality. He says an ideal customer is one whose CEO treats the AI project as a top one or two priority, whether it is a major product feature or the reworking of a core business process. Ode will operate under a “Claude-first” principle, using Anthropic technology whenever possible, but the article says it can use rival AI products when needed.The article's central implementation argument comes from Ode chief technologist Eddie Siegel, who says model selection matters but is not where most of the engineering effort goes. He compares it to the choice of programming language in software: one ingredient in a system that still has to be engineered. Bellan writes that Ode's challenge is hiring and training enough elite generalist engineers, many of them former founders, while competing with OpenAI's The Deployment Company and consulting giants that have built their own forward-deployed engineering teams.Read moreVint Cerf is working on a plan to unleash AI agents on the open internetTim Fernholz | TechCrunch | July 15, 2026Tim Fernholz reports that Vint Cerf, after leaving Google, is advising Innovation Labs on an open architecture for identifying AI agents online. Innovation Labs is a subsidiary of Identity Digital, a DNS registry company, and its proposal is to use domain-name infrastructure as part of a system for agent identity, accountability, and auditability. The premise is that agents will need a way to identify themselves if they move beyond proprietary systems and begin interacting across the open internet.The concrete proposal is DNSid, a registry that links an AI agent to an existing internet domain and uses cryptographic proofs to log its registration over time. Innovation Labs says it is trialing the standard with unnamed hyperscalers and identity companies. Cerf frames the problem around authority and accountability: what authority an agent has, where that authority came from, who is accountable for the agent's behavior, how its identity is established, and why anyone should trust it.The article's caveat is that standards are still emerging and agents are more active than static domains. Cerf says the period may be both fascinating and exasperating because the functionality is powerful and interoperability is unresolved. He compares the adoption problem to TCP/IP: competing systems may not work together until users push for functional interoperation. He also says an agentic economy is not inevitable, but that people will try to build it because delegating work to agents will be easier.Read more: TechCrunchxai-org/grok-build, now open sourceAuthor: Simon Willison Published: July 15, 2026Simon Willison argues that xAI's decision to open-source Grok Build is best understood as a trust repair move after a severe privacy failure. The CLI had triggered backlash when users realized that running it in a directory could upload the entire directory to xAI's Google Cloud buckets, including one user's reported SSH keys, password manager database, documents, photos, and videos. xAI disabled the feature, said previously retained coding data would be deleted, and released the code under Apache 2.0.The killer detail is what the codebase reveals. Willison counts 844,530 lines of Rust, only about 3% of which appears vendored, and finds remnants of the upload system still present but disabled: gcs.rs contains Google Cloud upload code, while upload_session_state() now returns a hard-coded session_state_upload_unavailable error. He also notes copied or ported tool implementations from Codex and OpenCode, prompt files, and a terminal Mermaid renderer.The pull is that terminal coding agents are becoming large, intricate software systems in their own right. The privacy failure mattered because these tools operate inside the directories where developers keep their most sensitive work; the open-source release matters because trust now depends on inspecting what an agent can see, send, and do.Read more: SourceThe Pulse: What can we learn from Bun's rapid Rust rewrite with AI?Author: Gergely Orosz and Ivan Klaric Published: July 16, 2026Gergely Orosz and Ivan Klaric argue that Bun's AI-assisted rewrite from Zig to Rust is a practical sign of how software engineering changes when models can take on large, bounded migrations with clear feedback loops. The piece does not treat the rewrite as magic: Jarred Sumner first spent hours turning design judgment into a detailed porting guide, then used adversarial review, parallel agents, compiler errors, and tests to force the work toward correctness.The killer detail is the scale. Bun had 535,496 lines of Zig, 1,448 files, and 22 million monthly downloads, making a conventional rewrite a year-long freeze the team could not justify. Using Fable, Sumner split the work across 64 agents, produced about 6,500 commits, and got the migration done in 11 days at an estimated API cost of $165,000.The pull is economic, not theatrical. If a one- or two-year migration can become an 11-day project, AI coding is not just faster autocomplete; it changes which technical debts are worth paying down.Read more: SourceOrphan risks at the frontier of artificial intelligenceAuthor: Andrew Maynard Published: July 16, 2026Andrew Maynard argues that frontier AI safety frameworks are creating “orphan risks”: harms that companies can see, but do not formally own because they are hard to quantify, do not fit catastrophic-risk thresholds, or fall outside audit-friendly compliance machinery. His target is not existing frontier safety work, but the narrowing effect that happens when private companies decide which risks count as governable.The killer detail is Maynard's contrast between measurable model dangers and threats to value. He points to Meta's three-day Galactica collapse, OpenAI's 2023 board crisis, safety-team departures, and wellbeing litigation as examples of risks that damaged trust, culture, legitimacy, or users without fitting cleanly into conventional model-risk categories. The proposed fix is an orphan-risk register: a public record of risks a company considered and chose not to manage, with reasons.The pull is accountability. Frontier developers' internal scoping choices have become a de facto layer of public governance, so the question is no longer only which risks they manage, but which risks they quietly leave outside the frame.Read more: SourceThe Lab of the Future Should Feel Like a Data CenterLatent.Space with Andy Beam and Rafa Gomez-Bombarelli | Latent.Space | July 16, 2026Latent.Space interviews Lila Sciences CTO Andy Beam and chief science officer for physical sciences Rafa Gomez-Bombarelli about the company's attempt to build an AI-run science factory. The post describes Lila's thesis as treating the lab itself as an “infinite token generator”: if internet data drove the first era of AI scaling, experimentally verified scientific data may be the next scarce training source. Lila is trying to produce that data with robotics, lab instruments, orchestration software, and AI models wired into the wet lab.The central analogy is the lab as data center. Instruments are nodes on a graph, a magnetically levitating transport layer moves materials between them, and experiment scheduling looks like a compute queue. Beam says Lila is not simply an automation company, because the point is not just throughput; it is flexibility, generalization, and experiment capture. The post says Lila has built more than 10 trillion experimentally validated “scientific reasoning tokens,” not internet text or biological sequences.The interview ranges across biology, chemistry, drug discovery, materials science, and the limits of automation. It notes that Lila rebuilt one gas-sorption measurement to run roughly 2,500 times faster, claims its general models can transfer priors from small-molecule chemistry to metal-organic frameworks for carbon capture, and describes model-suggested platinum-group-free electrocatalysts that moved from looking boring or wrong to becoming strong performers. The caveats are physical: experiments have runtimes, biology cannot always be accelerated, chains of thought can be unreliable narrators, and reward hacking becomes more dangerous when a model controls a real lab.Read more: Latent.SpaceWhy AMI Labs' Alexandre LeBrun won't call his AI “AGI” or “superintelligence”Kate Park | TechCrunch | July 16, 2026Kate Park interviews AMI Labs CEO Alexandre LeBrun about why Yann LeCun's world-model startup avoids the language of “AGI” and “superintelligence.” LeBrun says the terms are not useful because they lack stable definitions: “We never used the word AGI. And I just noticed that nobody is using it anymore; they switched to superintelligence.” His argument is that the practical frontier is not a label, but whether AI systems can understand and predict real-world states.The article explains the world-model thesis by contrasting language prediction with physical-state prediction. A large language model predicts the next word; a world model predicts the next state, such as what happens when a glass tips over. LeBrun says LLMs remain complementary and efficient for language, but the physical world is where current AI is weak. Robotics is the clearest case: hardware has advanced quickly, but robots are still brittle outside controlled routines because they lack context and situational understanding.AMI is still pre-product, but TechCrunch reports that LeBrun was in Seoul looking for industrial partners, researchers, and global companies. He says world models cannot be built entirely inside a lab because they need access to real environments. That is why South Korea appeals to AMI: robotics, semiconductors, manufacturing, and fast adoption create the kind of hardware-heavy context that software-only AI has barely touched.Read more: TechCrunchKimi K3 Tech Blog: Open Frontier IntelligenceKimi | Kimi | July 16, 2026Kimi introduces Kimi K3 as an open 3T-class frontier model aimed at coding, knowledge work, reasoning, multimodality, and long-context agentic use. The source describes the model as a 2.8T-parameter system built on Kimi Delta Attention and Attention Residuals, with native multimodality and a 1M-token context window. It says Moonshot AI plans to release model weights by July 27.The post presents K3 through benchmark and use-case sections rather than as a general product announcement. It reports results across coding, productivity, agentic, and multimodal evaluations, including DeepSWE, Terminal-Bench 2.1, Program Bench, SWE Marathon, FrontierSWE, PostTrain Bench, OfficeQA Pro, SpreadsheetBench 2, MCP Atlas, AutomationBench, BrowseComp, GDPval-AA v2, AA-Briefcase, MMMU-Pro, MathVision, BabyVision, OmniDocBench, and PerceptionBench. The source says all reported K3 results use maximum reasoning effort with temperature and top-p set to 1.0, and that different benchmark comparisons use KimiCode, Claude Code, or Codex harnesses depending on the test.Kimi's caveats are unusually concrete. The limitations section says K3 was trained in preserved thinking-history mode, so quality may become unstable if an agent harness does not pass historical thinking content correctly or if an ongoing session switches to K3 midstream. It also says K3's emphasis on long-horizon tasks can make it excessively proactive when it encounters minor issues or ambiguous intent, and recommends imposing explicit behavioral constraints for applications that require strict boundaries. The post adds that K3 remains behind Claude Fable 5 and GPT 5.6 Sol in user experience despite being competitive overall.Read moreVenture CapitalThree Years InAuthor: Tomasz Tunguz Published: July 10, 2026Tomasz Tunguz marks Theory Ventures' third anniversary by arguing that AI's central market effect is time compression. In his telling, model release cycles, company revenue milestones, enterprise adoption, and venture categories have all accelerated. Seed, Series A, and Series B still exist as financing labels, but they no longer cleanly describe company maturity when some seed rounds are larger than IPOs and the best AI companies can mature much earlier than prior software companies.The killer detail is the shift from models to inference. Tunguz argues that inference has become the dominant AI market because workloads and buyer preferences are fragmenting: video, batch, local, agentic, and real-time tasks each create different infrastructure needs. He compares this to databases splitting into OLTP, OLAP, vector, and streaming categories, with AI pushing the same specialization into inference infrastructure.The pull is that Theory sees the AI-native venture firm as part of the same pattern. The firm says it has analyzed twice as many investment opportunities with three investors working alongside a nine-person intelligence organization, using agents and research systems to map markets, source companies, and support diligence. The piece is both a market map and a statement about how venture itself is being rebuilt by the technology it funds.Read more: LinkedInVenture Has Rarely Looked More BifurcatedAuthor: Beezer Clarkson Published: July 14, 2026Beezer Clarkson points to PitchBook's Q2 report as evidence that the U.S. venture market has split into two very different realities. AI now accounts for more than 60 percent of all U.S. venture deal value, meaning the headline market can look active and well-funded even while much of the non-AI market is dealing with a much colder liquidity and fundraising environment.The thread uses that split as the setup for Clarkson's latest Origins episode with Alec Litowitz, founder of Magnetar and QStar Capital and one of Citadel's original founding partners. Clarkson says markets like this are periods of genuine uncertainty, not merely ordinary risk, which is why Litowitz's Adaptability Quotient framework is relevant.The embedded clip makes the liquidity point concrete. Litowitz says DPI is “the resolution of uncertainty” because it converts an uncertain investment into actual cash returned to LPs. In his framing, a realized dollar is a real mark, while TVPI remains uncertain until it is realized.The killer detail is the distinction between pricing risk and resolving uncertainty. Litowitz's perspective matters because QStar is a SpaceX investor and Clarkson says the conversation happened just before one of venture's most consequential IPOs. The episode's stated questions are why venture remains a way to gain exposure to innovation, how AI is changing what is investable, why liquidity is ultimately a function of time, and why uncertainty requires a different decision framework from risk.Read more: XThe Best Angel Investors in the US: Who Backs the Most Unicorns, and Who's Active NowAuthor: Ilya Strebulaev Published: July 10, 2026Ilya Strebulaev ranks angels, angel groups, accelerators, and incubators by lifetime U.S. unicorn investments, counting checks written before a company reached unicorn status. The top of the combined list is dominated by organizations: Y Combinator leads with 113 unicorn investments, followed by Plug and Play at 52 and 500 Global at 41. Sand Hill Angels is the highest-ranked angel group at 31.The killer detail is how quickly the list changes below the biggest accelerators. Strebulaev says 271 of the 304 investors in the Top 200 are individuals, or 89%. In the top 100, individuals are 91%. That makes the market underneath the large accelerator counts look much more personal: mostly operators and individual angels writing early checks from their own networks.The pull is the ranking's own caveat. Strebulaev writes that every lifetime leaderboard has a blind spot because many of the unicorns behind those totals were founded a decade or more ago, and some angels have since moved into formal funds, slowed down, or stopped investing. His post therefore separates lifetime performance from recent cohorts, including companies founded in 2015 or later and 2020 or later. For founders or allocators making current decisions, that distinction matters: a career record and a current record are not the same measure.Read more: Ilya StrebulaevAre Prediction Markets Doomed to Fail?Author: Contrary Published: July 16, 2026Contrary argues that prediction markets' current boom depends on whether platforms can prove they are more than regulated gambling with exchange-style branding. Kalshi and Polymarket have reached mass cultural, investor, and regulatory attention, but the article says the underlying idea is old: academic markets, corporate forecasting tools, Intrade, PredictIt, and other predecessors all struggled with the same linked problems of liquidity, legality, and user appeal.The killer detail is the comparison with sportsbooks. Prediction markets present themselves as peer-to-peer, transparent, and non-house-based, but sports contracts reportedly account for more than 90 percent of Kalshi trading, and the article says the platforms keep a much thinner slice of volume than sportsbooks. A market can therefore show sports-betting-scale handle while generating far less revenue.The pull is that the product's hardest problem may be distribution of wins. If a small group of sharp traders captures most profits while casual users lose interest, prediction markets may become valuable data feeds and professional tools before they become durable consumer networks.Read more: SourceRegulationExclusive: The Next Frontier of the Deportation Wars: College CampusesAuthor: Adrian Carrasquillo Published: July 11, 2026Adrian Carrasquillo reports that college campuses are becoming a new front in the fight over immigration enforcement because automatic license plate readers can turn ordinary campus security infrastructure into searchable location data. His thesis is that Flock Safety's camera network, even without direct ICE or DHS contracts, can feed deportation enforcement through local police partnerships and data-sharing practices.The killer detail is the campaign target. The Emergency Campaign to Support Higher Education, working with Schools Drop ICE, is focusing on 75 colleges and universities publicly identified as having Flock contracts. Flock says it has no ICE or DHS contracts, but activists argue the risk comes through local agencies that coordinate with federal authorities and run searches on their behalf.The pull is broader than immigration. Carrasquillo notes that license plate readers have already been abused by officers for stalking, and that Flock's AI search features can identify more than plates, including bumper stickers. A campus safety tool can become a political surveillance system when the data layer is searchable.Read more: The BulwarkThe Supreme Court Broke Independent Agencies. Here's a Way to Slow the Damage.Author: Todd Phillips Published: July 12, 2026Todd Phillips argues that the Supreme Court's decision in Trump v. Slaughter damaged independent agencies by ending for-cause removal protections, but did not leave Congress powerless. The ruling weakens the old model in which commissioners at bodies such as the FTC, NLRB, CPSC, SEC, and CFTC could be insulated from dismissal over policy disagreements. Phillips says the next fight is whether presidents can turn nominally bipartisan commissions into one-party instruments.The killer detail is the procedural fix: quorum rules. Phillips proposes that Congress require bipartisan slates of commissioners to be seated before independent agencies can act. A president

In this episode of the Building PA Podcast, co-hosts Chris Martin and Jon O'Brien welcome Ben Connors, the president of the General Building Contractors Association (GBCA), to discuss the current trends and challenges in the construction industry, particularly in the Philadelphia market.We kick off the episode with a warm introduction, highlighting the exciting atmosphere in Philadelphia as the city prepares for the World Cup and celebrates its 250th anniversary of democracy. Ben shares his insights on how these events are energizing the local economy and influencing construction trends.Diving into the construction landscape, Ben notes that the market is experiencing a downtrend, marking the third consecutive year of decreased activity. He explains that historical patterns suggest a potential bottoming out by 2026, with hopes for a rebound in 2027-2028. A significant focus of the conversation is on the rising demand for data centers in the region, which are driving construction activity, particularly in areas surrounding Philadelphia. Ben discusses the challenges posed by the overwhelming demand for power to support these data centers, which has doubled in recent years.As we explore the current projects and market trends, Ben highlights the shift away from commercial office space construction, largely due to the rise of remote work. He emphasizes the importance of specialized work in the industry, noting that contractors with expertise in this area are finding more opportunities. Exciting developments on the horizon include a new arena for the Philadelphia 76ers, a major investment from a Korean shipbuilder at the Navy Yard, and the transformation of the old Philadelphia gas refinery into the Bellwether District, an industrial park.We also discuss the challenges facing GBCA members, including increased competition and thin profit margins in a down market. Ben points out the ongoing struggle against commoditization in construction, particularly in the residential sector, where out-of-town developers are cutting costs.The conversation shifts to technology and the impact of AI on the construction industry. Ben shares how GBCA is embracing AI to enhance member engagement and improve safety outcomes. He highlights the growing interest in AI applications, from estimating to safety chatbots, and the potential for these technologies to revolutionize the industry.As we wrap up the episode, Ben provides insights into ongoing projects in healthcare and education, including the expansion of Children's Hospital and the conversion of the historic Wanamaker building into mixed-use space. He emphasizes the importance of safety in construction and the value of union contractors in delivering high-quality work.This episode is packed with valuable information and insights into the evolving construction landscape in Philadelphia. We thank Ben for joining us and look forward to having him back in the future to continue the conversation.

Welcome to the latest episode of Lunch with Shelley with our superstar special guest Congresswoman Elise Stefanik.  Elise proudly represents New York's 21st District and is the most senior elected Republican in New York. She is also the author of the number one best seller “Poisoned Ivies",  which is an incredible read that I highly recommend! Elise made history as the youngest woman ever elected to Congress, and she is the youngest woman in history to serve in top elected House leadership, as well as the highest-ranking woman in Congress in her role as House Republican Conference Chair.  She also serves as a senior Member of the House Armed Services Committee, the Committee on Education and the Workforce, the House Permanent Select Committee on Intelligence, and she was a founding Member of the China Task Force. Elise is widely recognized as one of the most effective questioners in Congressional hearings, most notably when she set off a global reckoning addressing antisemitism in higher education. Her questions to Ivy League university presidents forced multiple resignations and set the record for the most viewed Congressional testimony in history, with billions of views worldwide. Because of this strong moral leadership and her extensive policy record, Elise Stefanik is an internationally recognized leader in combating antisemitism. Join us at the delicious and healthy Ama restaurant in the Navy Yard as we discuss how Elise became interested in politics, her run for Congress, her experiences as an undergrad at Harvard, the infamous hearing watched around the world, what she does to relax, what might be next for her in her career, and much much more! Check us out at www.lunchwithshelley.com or wherever you get your favorite podcast, and in the meantime Peace, Love and Lunch!

05/18 Hour 1: Aaron Rai Wins The PGA Championship - 1:00 Sports Page: NBA Conference Finals Set and More - 15:00 Ugly Brawl Breaks Out In Navy Yard - 32:00

Hour 4: 05/18/2026 -How risky is signing Stefon Diggs for the Commanders? -Mark Zuckerman joins to discuss the Nats winning 2 of 3 from the O's, and their consistent season around .500 -Big time fights...in the Navy Yard neighborhood?

The story of Washington DC's Ward 8, Ward 7 and Anacostia specifically is often told, largely by people who don't live there, in terms of deficits, both in resources and the community itself. The truth is entirely different. It was home to the Nacotchtank's indigenous settlements in the 1700s, white Navy Yard workers in the late 1800s, when Black people were barred from living there, and became a hub of African American arts and activism, post white flight, in the 1960s. And while the community has been historically underinvested, its people are resilient. Even today, for example, there are only 3 full-service grocery stores available to some 160,000 residents. Investing in people and communities, as we know, is a policy choice. As my guest Tiffany Williams says on this week's episode of Power Station, "it's not a matter of can we, it's a matter of will we." As President & CEO of Martha's Table, which has served the community for 45 years, Tiffany has stewarded in a new and transformative era which includes community members in its program design and priority setting. She is a truly great human and a changemaking leader. Hear her!    

Philly Truce formed in response to the rise in homicides in 2020, with a mission to stop the violence and support sustainable Black manhood. Five years later, they've made tremendous progress with efforts like their Peace Patrol, and they're celebrating with a gala on May 8. Racquel Williams talks with their co-founder Mazzie Casher and Executive Director Kelly Greene. Learn more about Philly Truce at www.phillytruce.com. Then, Shara Dae Howard visits our Bridging Philly sponsors, Gift of Life, for their annual Donor Dash at the Navy Yard. She talks with organ donors, recipients, and West Chester University students there to honor their friend, Garrett Nicholas, who was hit by a car and killed, but whose organ and tissue donation saved lives. Learn more about Gift of Life at www.donors1.org.

Rogers for America with Lt. Steve Rogers – A new crime trend known as "teen takeover" has recently appeared among teenagers throughout America. This phenomenon involves large groups of teens gathering in a city or town to create chaos, committing acts like assault, robbery, destruction of private property, and other offenses. The Navy Yard neighborhood in Washington, D.C., recently...

//The Wire//2300Z April 17, 2026////ROUTINE////BLUF: IRANIANS CONDITIONALLY OPEN THE STRAIT OF HORMUZ, SURGE OF SHIPS ATTEMPT TO DEPART THE PERSIAN GULF. CRIME WAVE STRIKES WASHINGTON DC. TERROR ATTACK SCARE STRIKES LONDON.// -----BEGIN TEARLINE-----  -International Events-Middle East: Significant diplomatic events have transpired throughout the day. In Lebanon, the Israelis have allegedly agreed to a ceasefire (and possibly a halt to the forward movement of their ground invasion). This is contingent on events in Iran, which allegedly announced the re-opening of the Strait of Hormuz while the ceasefire is in effect. This re-opening is conditional, with the terms being no military vessels will be allowed, ships must coordinate with the Iranians, use the new Larak Island route instead of the traditional corridor, and ship's cargo must not be "linked to belligerent states".Analyst Comment: If these are truthfully the terms that will be enforced, this is no change to the preexisting situation, as all of these terms have already been in place. Statements by President Trump differ somewhat from what the Iranians have stated publicly, with the United States announcing that the Strait is fully open, free and clear....only on the Iranian side. Per the White House and CENTCOM, the American blockade will continue.United Kingdom: This morning a significant police presence was observed in Kensington Gardens in conjunction with an ongoing investigation of a security incident. Overnight, a video was posted online by Harakat Ashab al-Yamin al-Islamia (HAYI) in which this group claimed to have carried out a drone attack on the Israeli embassy. In the video, the assailants claimed to have infiltrated the park, and launched drones carrying radioactive material toward the embassy. Police state that some "discarded items" were recovered from the park, but authorities have not disclosed if anything harmful was found.Analyst Comment: Right now this looks to be a hoax based on statements made by authorities, who have stated that no attack was actually conducted. A cheap drone and a Tyvek suit is a very low-cost way to tie up a lot of resources and waste a lot of time, so these types of scares and incidents are extremely common during periods of heightened concern for terrorism. This group was also completely unheard of until after the war in Iran began, and it's allegedly the same group responsible for the ambulance arson attack in Golder's Green a few weeks ago.-HomeFront-Washington D.C. - Due to an increase of crime throughout the city, Mayor Bowser has recommenced juvenile curfew procedures within certain districts of the city. Last night a shooting was reported in a traditionally high-crime area near the Navy Yard, which resulted in a brief manhunt for the suspect (who remains at large).-----END TEARLINE-----Analyst Comments: Though the Iranians have allegedly opened up their side of the Strait of Hormuz more than it has over the past few weeks, the situation in the Middle East remains complicated. This afternoon, a substantial number of vessels were observed attempting to make a break for it while they still can, with several cargo ships attempting to transit the Strait. However, several of these ships were turned around by the Iranians, so it will probably take overnight before we can see how this all works out.As things stand right now, the rhetoric of all parties is not exactly matching the ground-truth of what is going on in the Strait, so we have to make an educated guess as to what is happening with regards to global trade. Right now, it looks like the US traded a ceasefire in Lebanon for opening the Strait for third-party nations to escape the Persian Gulf. Ships that are stuck in the Gulf can't make money elsewhere, and this agreement might be a more temporary "hostage release" situation to get these ships out of the region. The US

DC is starting to feel like an old Dennis the Menace cartoon. Last week, the city was up in arms about teens running wild at Navy Yard. This week, there's agita about dirt bike riders. We'll get into it. Also: A big Pennsylvania Avenue re-do may be in the works, and the neighbor at number 1600 gets a big say in it. And we'll talk about the end of the Ovi era in DC.  Plus: City Cast members can listen in on a special members-only conversation about a rare new political poll of DC, just a couple months before the election. Want some more DC news? Then make sure to⁠ sign up⁠ for our morning newsletter Hey DC. You can text us or leave a voicemail at: ⁠(202) 642-2654⁠. You can⁠ also become a member⁠, with ad-free listening, for as little as $10 a month.  Learn more about the sponsors of this April 10th episode: ⁠Alliance Française Washington DC⁠ ⁠Olney Theatre⁠ ⁠Mosaic Theater⁠ ⁠Nace Law Group⁠ ⁠Window Nation⁠ Interested in advertising with City Cast? Find more info⁠ HERE⁠

On this episode of Bulture podcast:This second half of season 2 of “Beauty and Black” is better than the first season and first half of season 2 put together!!No spoilers….but who else was SHOOK when you realized just how deep Mallory's feelings for Roy really ran? The jealousy was loud; the tension was thick… but she still couldn't admit it what do you think was really holding her back?Barber's trusted clients are upset after he went viral on TikTok and increased prices 3× in 6 months, from $35 to $125.Things got tense on the Gilbert Arenas show when Kenyon Martin halted the broadcast, confronted an employee from the show live on air, and called him out for making a video mocking his speech impediment. When he's been to his home and meet his wife and kids.Parents were spotted getting into a heated argument that escalated into an altercation in front of children and the school bus during pickup.Dawn Staley explains why she gifted Southern University players Louis Vuitton Imagination perfume.Do y'all feel like that J. Cole album came and went?-J Cole says he was miserable & stressing hours leading up to his apology to Kendrick Lamar.J. Cole Reflects on Drake and Kendrick Lamar Relationships in Rare Homecoming Interview.President Donald Trump is following through with his promise to send ICE agents to U.S. airports if Congress continues to stiff TSA agents.Luka Dončić's ex files for child support in California while living in Slovenia Luka says it's all about a bigger payout.The Houston Health Department has shut down Tina Knowles gumbo business due to customers suffering from food pøisoning. Tina Knowles, decided to sell her gumbo at the Houston Livestock Show and Rodeo for $25… and the internet went to war. Some folks were saying it looked like “shrimp shells floating in brown water,” while others swear it was one of the best they've ever tasted.Atlanta police say they will charge the parents of “youths” who participate in ‘Teen Takeovers' this weekend. Last week 19 teens were arrested.Raiders owner, 70-year-old billionaire Mark Davis, and 38-year-old Dr. Alexandria Lightning, who recently had a baby, were seen together at her birthday dinner, seemingly as a couple.Latto‘s upcoming album ‘Big Mama' will consist of 17 tracks, including ‘Business & Personal (Intro)' and ‘Somebody.'The Houston Rodeo now REQUIRES guests to dress appropriately after many spring breakers wore minimal clothing.Future's baby mama, Eliza Reign, says a white van pulled up to her house in front of her two kids who were playing outside. The driver tried to claim it was a mistake after she came outside.Magic Johnson's son EJ Johnson says he only dates straight men: “I'm not attracted to gay men”.Tyler Perry IS NOT dating Marlo Hampton (formerly of Real Housewives of ATL) .. that photo of them kissing is FAKE.. AI strikes again.WNBA Star A'ja Wilson Could See Salary Skyrocket From $200K to $1 Million+ Under New Pay Deal2 teens arrested and guns recovered after groups of teens gather at Navy Yard this weekend. Most of the groups dispersed as curfew took effect at 11:00 p.m.Rapper LaRussell has now deactivated all his social media accounts after facing more backlash for his reaction to the backlash about his song “Heaven Sent”.A joke between Shannon Sharpe and Chad Ochocinco gets awkward after Shannon says Chad cancelling plans to go to the Hawks game with Joe Johnson in order to attend his kid's birthday party was unprofessional. Don't make obligations if you can't follow through.The festival announces Jay Z is the headliner for the Roots Picnic on May 30th.-Two historic nights to celebrate the iconic albums Reasonable Doubt and The Blueprint - JAŸ-Z 30 on Friday July 10 and JAŸ-Z 25 on Saturday, July 11at Yankee Stadium.Texas teacher who gets paid $7,500 per month says she's completely broke and in debt after her monthly expenses—which include her G-Wagon, condo, and more

Today's ten-minute walk happens in an area of Washington DC known as The Navy Yard.Download your FREE 90 Day Fitness Chain Tracker that'll help you build a life-changing habit of walkingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shemeka Michelle joins Jason in highlighting a plethora of examples leading to the question: Has black culture turned spring break into spring broke ➢Join the excitement of March Madness and win $1,000 in the free "Fearless Bracket Challenge"! Click the link below to join! https://tournament.fantasysports.yahoo.com/mens-basketball-bracket/group/86837/invitation?key=62fca04e5b14f99d ➢ Subscribe to Jason's other channel https://www.youtube.com/@JasonWhitlockHarmony  https://www.youtube.com/@JasonWhitlockBYOG  ➢ Connect with Jason on Social Media:  https://x.com/WhitlockJason https://www.instagram.com/realjasonwhitlock/ https://www.facebook.com/jasonwhitlock ➢ Send Jason an Email FearlessBlazeShow@gmail.com ➢ Support The Blaze Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppresscion and prioritizing independent journalism. Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Learn more about your ad choices. Visit megaphone.fm/adchoices

DC just had another weekend of controversy around out-of-control behavior by huge groups of teens, this time around the Navy Yard. Allegations of youth lawlessness have been front and center in DC for a few years, often tied to the related question of school truancy. Back in August, we talked about this with the Washington Post's Lauren Lumpkin and Robert Samuels. Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can text us or leave a voicemail at: (202) 642-2654. You can also become a member, with ad-free listening, for as little as $10 a month.  Learn more about the sponsors of this March 18th episode: Folger Shakespeare Library DC Environmental Film Festival Nace Law Group Interested in advertising with City Cast? Find more info HERE.

WMAL GUEST: JOE DIGENOVA (Legal Analyst and Former U.S. Attorney for D.C.) on the latest "teen takeover" violence in D.C.'s Navy Yard and a federal judge quashing the DOJ's criminal probe into Fed Chair Jerome Powell. READ: Two teens arrested after robberies, assaults and shot fired as 200 flood Navy Yard READ: Court blocks probe of Fed Chair Jerome Powell, DOJ to appeal Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Monday, March 16, 2026 / 7 AM HourSee omnystudio.com/listener for privacy information.

In the 7 AM hour, Larry O'Connor and Bethany Mandel discussed: INTERVIEW: JOE DIGENOVA: Legal analyst Joe diGenova on youth crime in Navy Yard and the legal blockade protecting Jerome Powell from investigation. SEVERE WEATHER: A rare Level 4 "moderate" risk storm outlook for D.C., with tornadoes, hurricane-force winds, and hail possible through the afternoon. GENDER-NEUTRAL MD: Maryland Lt. Governor Aruna Miller testifies in favor of stripping gendered language from the state constitution. POKEMON GO: How 143 million players unknowingly built one of the world's largest AI visual datasets through Niantic's mobile game. Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Monday, March 16, 2026 / 7 AM HourSee omnystudio.com/listener for privacy information.

In the 5 AM hour, Larry O'Connor and Bethany Mandel discussed:: TUCKER & MEGYN: Tucker Carlson's alleged backchannel foreign policy with Iran and President Trump defending Mark Levin against vicious attacks from Megyn Kelly. MEDIA BIAS: New MRC data showing only 2% of Google News' top stories in February came from right-leaning media. GRAHAM PLATNER: Maine Senate hopeful Graham Platner backtracks on his apology for a "Nazi skull" tattoo, now calling it "eminently reasonable." NAVY YARD: Chaos in D.C.'s Navy Yard neighborhood as 200 juveniles flood the area, ending in robberies, assaults, and gunfire. Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Monday, March 16, 2026 / 5 AM HourSee omnystudio.com/listener for privacy information.

From Washington, D.C. to the Brooklyn waterfront, Lindsay Green shares how a career in finance evolved into a mission to transform industrial spaces into engines of opportunity for underserved communities.Lindsay Green is the President and CEO of the Brooklyn Navy Yard, where she leads one of New York City's most ambitious models for inclusive economic development. With more than 550 businesses and 11,000 employees on site, the Navy Yard is not simply a real estate portfolio but a living ecosystem designed to create quality jobs and connect local residents to meaningful careers. Her work blends business strategy, workforce development, and community engagement into a powerful example of how cities can rethink the purpose of former industrial spaces.Her journey began in Washington, D.C., where daily exposure to economic disparities shaped her desire to work at the intersection of business and community impact. After studying economics at Harvard and starting her career in investment banking at Goldman Sachs, she discovered urban development through the Urban Investment Group under Alicia Glen. Mentorship from leaders like Glen and MIT professor Phil Thompson helped her shift from traditional finance to mission driven economic development. A detour into the food industry after Yale School of Management eventually led her back to this work, culminating in her leadership at the Navy Yard in 2022.Lindsay explains how the Brooklyn Navy Yard goes beyond affordable real estate to support small, women owned, and minority owned businesses with mentorship, capital access, and technical advisory services. She highlights the Brooklyn STEAM Center, a public high school that gives 600 students hands on training with industry grade equipment, as well as new adult reskilling programs that recognize the value of both digital and analog problem solving. Through initiatives like the Micro Business Accelerator Program, she is building pathways for entrepreneurs to start small, grow, and scale within a supportive ecosystem.This conversation explores leadership, economic mobility, and the importance of early exposure to career possibilities. Lindsay's work demonstrates that revitalizing industrial spaces can do more than preserve history. It can create futures. Tune in to hear how thoughtful economic development can reshape communities and expand opportunity for the next generation.Chapters:00:00

Hosted by David and Nycci Nellis. On today's show:Geraldine Mendoza is the founder of Taquería Xochi, which just opened a fourth location in the Navy Yard. Not bad for a place that started out as a pandemic-era ghost kitchen. Known for Mexican favorites including tacos, cemitas, tlayudas, and aguas frescas, Taqueria Xochi gets universal praise – even from the hard-to-please Tom Sietsema; • Back on Foodie and the Beast after years away and years of immense success and growth are Robb Duncan and Violeta Edelman, co-owners of Dolcezza Gelato and Coffee. Dolcezza has a creative lineup of Valentine's Day-inspired flavors, including the sweet and spicy passionfruit Szechuan pepper matcha, at all 6 DMV shops; • Downtown Bethesda offers a diverse selection of restaurants ranging from international flavors to American favorites like barbecue, continental cuisine, delicious desserts and more. “Savor Bethesda” Restaurant Week (Thursday, Feb. 19 – Sunday, March 1) is a great opportunity to try something new to eat -- and drink! -- at a great price. We are joined by Stephanie Coppula, director of marketing and communications at the Bethesda Urban Partnership. And mixing up cocktails is Tyler Cotting, bar manager at Pisco y Nazca, one of the restaurants participating in Savor Bethesda.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We're back from our longest hiatus ever - sorry about that. Holidays, birthdays, being first time parents, and the death of a beloved pet kept Joey playing the role of a podcast-cancelling fool every week, and we really appreciate your patience! Guts battles an elephant-whale like sea beast, succumbs to the Berserker Armor AGAIN (big surprise) and the crew enter the most bustling city ever as the entirety of Midland prepares for war with the Kushan. Enjoy! Follow No Guts, No Glory on Instagram: https://www.instagram.com/nogutsnoglorypc/ Check out Joey and Ryan's Renaissance Martial Arts organization: https://www.thearma.org/ Check out Steve and Joey's other podcast: https://podcasts.apple.com/us/podcast/probing-ancient-aliens/id1321801647 https://open.spotify.com/show/3aREEXpe4DE37LsNkUxntW Check out Steve and Joey's Patreon for that other podcast: https://www.patreon.com/probingancientaliens

DC is in the middle of two youth crises: One involves school truancy; the other involves high-profile teen mayhem, like the skirmish on Halloween between young people and law enforcement at Navy Yard. Are the two related? Washington Post reporters Lauren Lumpkin and Robert Samuels wrote a blockbuster report on the city's failures to combat truancy. They walk us through the shocking details.  Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can text us or leave a voicemail at: (202) 642-2654. You can also become a member, with ad-free listening, for as little as $10 a month.  Learn more about the sponsors of this November 18th episode: District Bridges Simply Eloped Interested in advertising with City Cast? Find more info HERE.

All eyes this week were actually on New York City's mayor's race, and as our own race for mayor heats up, we're talking about whether DC could ever get its own Zohran Mamdani. Plus, inside chaos at Navy Yard and the youth curfew in DC, and we dig into the trial of Sandwich Guy. And in a member's-only fourth segment, we'll talk about the strange K-shaped real estate market in DC. Co-host Michael Schaffer chats with the 51st's Martin Austermuhle and City Cast's Julia Karron.  Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can text us or leave a voicemail at: ‪(202) 642-2654‬. You can also become a member, with ad-free listening, for as little as $10 a month. Learn more about the sponsors of this November 7th episode: United Healthcare Nace Law Group St. Ann's Center for Children, Youth and FamiliesInterested in advertising with City Cast? Find more info HERE

Jayden Daniels got hurt in the 4th quarter last night and will be out for the rest of the week. MRI today to see if he can come back from this elbow injury. DC officials have reinstated another curfew in Navy Yard after what happened on Friday night. SNAP Food benefits could restart as early as Wednesday according to the National Treasure.  Make sure to also keep up to date with ALL our podcasts we do below that have new episodes every week:The Thought ShowerLet's Get WeirdCrisis on Infinite Podcasts

JP and BMitch are live from Navy Yard due to the Commanders late practice today.

Armen Voskeridjian, Director of Anesthesia Services at Jefferson Surgery Center at The Navy Yard, joins the podcast to share insights from his recent foot and ankle study, including key findings and implications for patient care. He also discusses breakthroughs in outpatient surgery, particularly around the use of narcotics, and highlights the trends he's following that are shaping the future of the ASC space.

Armen Voskeridjian, Director of Anesthesia Services at Jefferson Surgery Center at The Navy Yard, joins the podcast to share insights from his recent foot and ankle study, including key findings and implications for patient care. He also discusses breakthroughs in outpatient surgery, particularly around the use of narcotics, and highlights the trends he's following that are shaping the future of the ASC space.

Armen Voskeridjian, Director of Anesthesia Services at Jefferson Surgery Center at The Navy Yard, joins the podcast to share insights from his recent foot and ankle study, including key findings and implications for patient care. He also discusses breakthroughs in outpatient surgery, particularly around the use of narcotics, and highlights the trends he's following that are shaping the future of the ASC space.

On this episode, Tony Brueski digs into the mysterious and chilling tales of Brooklyn Navy Yard in New York City. With a history dating back to 1801, this industrial hub has seen its fair share of triumphs—and tragedies. From tragic workplace accidents to eerie reports of ghostly machinery operating in empty warehouses, the Navy Yard's dark history looms large.   Join Tony as he unravels the stories of shadowy figures, unexplained noises, and the theories behind these hauntings.  Is it residual energy left behind by workers who gave their lives, or is there a more rational explanation? Prepare to question everything you thought you knew about one of Brooklyn's most haunted landmarks.

On this episode, Tony Brueski digs into the mysterious and chilling tales of Brooklyn Navy Yard in New York City. With a history dating back to 1801, this industrial hub has seen its fair share of triumphs—and tragedies. From tragic workplace accidents to eerie reports of ghostly machinery operating in empty warehouses, the Navy Yard's dark history looms large.   Join Tony as he unravels the stories of shadowy figures, unexplained noises, and the theories behind these hauntings.  Is it residual energy left behind by workers who gave their lives, or is there a more rational explanation? Prepare to question everything you thought you knew about one of Brooklyn's most haunted landmarks.

Marc Cox talks with Fox News Radio's Ryan Schmelz about the DOJ's plan to deliver Epstein-related documents to the House Oversight Committee by Friday, missing the original Tuesday deadline. They cover the redaction process to protect victims, Congress's subpoena power, and Bill Barr's behind-closed-doors testimony, which was cooperative and did not implicate former President Trump. The conversation also shifts to Washington, DC, where heightened security in the Navy Yard with National Guard vehicles has sparked partisan disagreement. With crime rates reportedly down, including a 90 percent decrease in carjackings, the debate continues over whether the Guard's presence should be extended.

In the 5 AM hour, Larry O’Connor and Patrice Onwuka discussed: Larry went to a Nats Game in Navy Yard and discussed how he saw the cleanup efforts by the Trump admin DC Mayor Bowser flies to Martha's Vineyard while city is under federal control D.C. police to increase cooperation with ICE as part of Trump's crackdown Fired DOJ employee could face prison for throwing sandwich at officer Where to find more about WMAL's morning show: Follow Podcasts on Apple, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Friday, August 15, 2025 / 5 AM HourSee omnystudio.com/listener for privacy information.

12 - A man was arrested for throwing a Subway sandwich at a federal officer and is being charged with a felony. With the administration touting the arrest, is this a sign of change? 1205 - How bad really is the crime in cities like D.C? 1210 - Side Question - all time big performance 1220 - Guy Ciarrocchi strikes again! His latest piece lays out the "Seven Deadly Sins” that progressives have been indulging in for the last many years. Dom tells the story of his almost carjacking. Your calls. 1235 - Bring those electric bills to Mulligan's! How will Trump's meeting with Putin turn out? Will the dismantlement of SEPTA happen next week? 1240 - Your calls. Should parents go to jail for their misbehaving children? 1250 - The Biden Administration canceled a ship coming here to the Navy Yard because Biden would have had to walk too many steps. Your calls.

12 - A man was arrested for throwing a Subway sandwich at a federal officer and is being charged with a felony. With the administration touting the arrest, is this a sign of change? 1205 - How bad really is the crime in cities like D.C? 1210 - Side Question - all time big performance 1220 - Guy Ciarrocchi strikes again! His latest piece lays out the "Seven Deadly Sins” that progressives have been indulging in for the last many years. Dom tells the story of his almost carjacking. Your calls. 1235 - Bring those electric bills to Mulligan's! How will Trump's meeting with Putin turn out? Will the dismantlement of SEPTA happen next week? 1240 - Your calls. Should parents go to jail for their misbehaving children? 1250 - The Biden Administration canceled a ship coming here to the Navy Yard because Biden would have had to walk too many steps. Your calls. 1 - Bergen County, NJ Chapter Chair of Moms for Liberty, Alexandra Bougher, joins us today. Why is Alexandra opposed to legislation from Gloucester County that would open up the possibility of parents going to prison for their children's crimes? Why does Alexandra feel that this law would affect the working class parents more than anybody? What are Moms for Liberty looking at with the upcoming school year? 110 - Your calls. 120 - What is MAHA hyperfixating on now for your health? Your calls. 135 - Mayor of Gloucester Twp. David R. Mayer joins us today to give his thoughts on being for legislation that would punish parents of kids who are repeat criminals. What is the bigger picture in implementing rules like this? What inspired a rule like this? How will the punishment to parents be handed out? Why is Gloucester Township the frontrunner on action like this to combat youth crime? 150 - Your calls. 2 - State Senator and Senate Majority Leader Joe Pittman joins us today. Why is he and other Republicans holding up funding for SEPTA? What kind of oversight would Joe like to see from SEPTA? The SEPTA special prosecutor actually doing their job? What is the school adequacy formula? What is Joe trying to accomplish with school funding negotiations? Why are there skill games littered across gas stations and bars across the Commonwealth? What can be done to get a vote in the Senate over protecting women's sports? 215 - Dom's Money Melody! 220 - What impression does Joe Conklin like the most. Why is friend of the program EJ Antoni in hot water with the public after his big promotion? Your calls. 235 - Former Capitol Police Chief Steven Sund joins us to discuss the crime rate in the nation's capital? Why have things gotten so bad? Do police officers like Trump acting unilaterally? Why has not holding our youth accountable leading to bigger issues? Why is Steven continually correcting the record on January 6th every time Nancy Pelosi opens her mouth? What does the future for Steven look like? 250 - The Lightning Round!

WMAL GUEST: ELISSA DESOUZA (Navy Yard Resident) TOPIC: Juvenile Curfew Returns to Navy Yard After Teen Shooting SOCIAL MEDIA: X.com/ElissaDeSouza Where to find more about WMAL's morning show: Follow Podcasts on Apple, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Tuesday, August 12, 2025 / 7 AM HourSee omnystudio.com/listener for privacy information.

//The Wire//2300Z August 11, 2025////ROUTINE////BLUF: WHITE HOUSE ENACTS HOME RULE ACT TO FEDERALIZE CONTROL OF WASHINGTON D.C. POLICE FORCES// -----BEGIN TEARLINE------HomeFront-Pennsylvania: This morning a large explosion was reported at the U.S. Steel Clairton Coke Works facility near Pittsburgh. Multiple casualties were reported from the explosion, which resulted in catastrophic damage to the structure.Washington D.C. - Efforts to crack down on street crime became more solidified over the weekend, with the White House officially enacting Section 740 the Home Rule Act to federalize administrative control of the city's police forces.In response to a few shootings and "street takeovers" that took place in D.C. over the weekend, a "juvenile" curfew zone has been established by Metro PD near the Navy Yard and Capitol Riverfront (a notoriously high-crime area). The White House also stated that various National Guard units will be deployed throughout the city, though exactly how this will work out is unclear.Analyst Comment: This afternoon, various anti-Trump rallies/protests were held throughout the city, with locals using this move to form a level of opposition to Trump's policies on everything from illegal immigration, to diversity initiatives. Some scuffles broke out among demonstrators as groups who possessed slightly different beliefs started arguments which escalated into more direct confrontations.Texas: This afternoon a shooting was reported at a Target store in Austin. Two people were killed and several others were wounded during the engagement. The suspect carjacked a vehicle during the escape, but was apprehended some time later. No further details have been released as of this report.Colorado: District Attorney Amy Padden has officially dropped all charges against Solomon Galligan, an individual who was captured on video attempting to kidnap a child in broad daylight from an Elementary School back in April.-----END TEARLINE-----Analyst Comment: These charges were dropped because of Galligan's alleged mental illnesses, which somehow dictate that someone with a criminal history a mile long (many of which are crimes against children) is somehow entitled to not be locked away for the rest of his life. This leaves little recourse for the general public and highlights a critical flaw within our justice system at large...if the government won't prosecute someone who commits a crime, there's nothing the people can do. The DA's and judges who let criminals out of detention for personal reasons are almost never held accountable for their actions in releasing violent criminals into society, and the vicious cycle continues. In this specific case, the concept of due process cannot be tested as this man is not even being charged for trying to snatch a child from a school playground, so he won't even see the inside of a courtroom for his actions this time, much less get a conviction of any kind. As such it is extraordinarily likely that Galligan is already in the process of being released to the public once again.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//

Grant wants this one back... He ran into a National today in the Navy Yard and he hasn't stopped cringing.

We have published 120 episodes since 2019. For this new season, we thought it would be a good idea to look back on some of the highlights of our conversations and select 20 episodes that resonated with veterans, service members, military families, and the civilians who support them.But first up, you'll hear from some of the folks at Home Base who wake up every day with the same mission in mind, no matter what they do at the Center of Excellence in the Navy Yard and beyond. For this episode, you will hear a brief conversation with Air Force Veteran and Regional Associate Director, Regional & Tribal Relations, of Home Base Arizona, Marcus Denetdale. Marcus has been instrumental in facilitating Home Base's partnership with ASU's College of Health Solutions to launch the Warrior Health & Fitness program for Arizona Veterans and their families. He has worked closely with tribal Nations and communities in various capacities. As a nonprofit administrator, he has developed college scholarship programs, recruited Native American college students, and secured research grants for higher education projects totaling over $2.4 million. Marcus has studied civil, environmental, & sustainable engineering within the sustainability specialty area. His research areas include tribal housing, infrastructure & commercial buildings for economic growth and opportunities. His latest project is partnered with ASU to provide safe water access on the Navajo Nation.Following my conversation with Marcus, you'll hear part two of an episode from 2023 with the Pulitzer Prize and Emmy winner Cartoonist, Garry Trudeau. Ron and Garry talk about gaining the trust from military leadership during wartime, with the opportunity to visit Kuwait during the Gulf War after getting the call directly from the battlefield, and how just like visiting Walter Reed, these are chances to Get it Right in order to follow him or her from service member to veteran and from deployment to home. They discuss how he's not really that guy who could ever really tell a joke, and where his humor seems to come from, about his love for putting on a show ever since he was a little kid, and how he shares the mission to support veterans with fellow cartoonist (among other things), Jake Tapper.Run To Home Base: Join Ron and his team and sign up individually or on another team at the 16th annual Run To Home Base on July 26th, 2025, at Fenway Park! Go to runtohomebase.orgPlease visit homebase.org for updates, programming, and resources if you or someone you know is struggling.Home Base Nation is the official podcast for the Home Base Program for Veterans and Military Families. Our team sees veterans, service members, and their families addressing the invisible wounds of war at no cost. This is all made possible thanks to a grateful nation. To learn more about how to help, visit us at www.homebase.org. If you or anyone you know would like to connect to care, you can also reach us at 617-724-5202.Follow Home Base on Twitter, Facebook, Instagram, LinkedInThe Home Base Nation Team is Steve Monaco, Army Veteran Kelly Field, Justin Scheinert, Chuck Clough, with COO Michael Allard, Brigadier General Jack Hammond, and Peter Smyth.Producer and Host: Dr. Ron HirschbergAssistant Producer, Editor: Chuck CloughChairman, Home Base Media Lab: Peter SmythThe views expressed by guests on the Home Base Nation podcast are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by guests are those of the guests and do not necessarily reflect the views of the Massachusetts General Hospital, Home Base, the Red Sox Foundation, or any of its officials.

We have published 120 episodes since 2019. For this new season, we thought it would be a good idea to look back on some of the highlights of our conversations and select 20 episodes that resonated with veterans, service members, military families, and the civilians who support them.But first up, you'll hear from some of the folks at Home Base who wake up every day with the same mission in mind, no matter what they do at the Center of Excellence in the Navy Yard and beyond. For this episode, you will hear a brief conversation with the Admissions Coordinator at Home Base, Zachary Morin. Born and raised in Massachusetts, Zach spent two years serving with AmeriCorps in the Miami-Dade Public Schools, working with middle school students on literacy, social and emotional development, as well as civic engagement. Upon completing his service, Zachary returned to New England to lead the College Ready Communities program in Northern Rhode Island. Here, his work included holistic programming for vulnerable youth populations and overall community engagement initiatives. He also has a creative/performative side, which he will talk about.Following my conversation with Zach, you'll hear an episode from 2023 with the Pulitzer Prize and Emmy-winning cartoonist, Garry Trudeau. Garry is also an Army Commander's Award for Public Service honoree. In this conversation, Garry tells us that not only did his dad and grandfather both serve, but they were also both physicians. He recounts an eye-opening visit to Walter Reed Medical Center, with stories of injury and resilience that not only informed his storytelling but have had lasting impacts on him. As a big fan of author Sebastian Junger, he discusses the innate need for the tribe to survive, and explains a bit of his creative process. Part Two will come shortly.Run To Home Base: Join Ron and his team and sign up individually or on another team at the 16th annual Run To Home Base on July 26th, 2025, at Fenway Park! Go to runtohomebase.orgPlease visit homebase.org for updates, programming, and resources if you or someone you know is struggling.Home Base Nation is the official podcast for the Home Base Program for Veterans and Military Families. Our team sees veterans, service members, and their families addressing the invisible wounds of war at no cost. This is all made possible thanks to a grateful nation. To learn more about how to help, visit us at www.homebase.org. If you or anyone you know would like to connect to care, you can also reach us at 617-724-5202.Follow Home Base on Twitter, Facebook, Instagram, LinkedInThe Home Base Nation Team is Steve Monaco, Army Veteran Kelly Field, Justin Scheinert, Chuck Clough, with COO Michael Allard, Brigadier General Jack Hammond, and Peter Smyth.Producer and Host: Dr. Ron HirschbergAssistant Producer, Editor: Chuck CloughChairman, Home Base Media Lab: Peter SmythThe views expressed by guests on the Home Base Nation podcast are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by guests are those of the guests and do not necessarily reflect the views of the Massachusetts General Hospital, Home Base, the Red Sox Foundation, or any of its officials.

Friday night was a long one in Navy Yard as the Nats lost their 6th consecutive game.  Mark & Al discuss the 11-9 defeat to visiting Miami, on an evening that saw a 2+ hour rain delay and the final out made at about 12:30AM.(04:30) Mitchell Parker's rough stretch continued as he gave up six runs in just over three innings of work. Davey Martinez was critical of Parker's fastball approach afterwards as the lefty's ERA is now up to 4.84.(09:00) Jose A. Ferrer had a poor showing in the top of the 8th when giving up three Miami runs. It was particularly deflating because this came after a big Nats inning that saw them cut the deficit to just one run after scoring five runs in the bottom of the 7th.(13:45) The offense did have their best game in awhile by scoring nine runs off of 16 hits. Everyone in the lineup had at least one hit.(14:30) James Wood had three hits and crushed his 17th homer of the season that went an estimated 451 feet. CJ Abrams & Keibert Ruiz joined Wood in gathering a trio of hits on Friday night.(17:20) Nelly did indeed perform his postgame concert and it began at roughly 1:15PM.  Mark says that many in attendance waited through the long delay to see the concert.(21:25) Trevor Williams takes the mound on the quick turnaround for the 1PM game on Saturday as Washington looks to avoid their 7th straight defeat. 

The Nats lost their 5th straight on Thursday afternoon to get swept by the first place Mets.  Al & Tim gather after the Nationals scored all their runs in the top of the 9th in the 4-3 defeat, but stranded two runners after Keibert Ruiz grounded into the final out.(13:00) New York starter Kodai Senga exited early after getting injured while fielding a play at 1B.  After the game he was placed on the 15-day IL due to a hamstring issue. Senga is having an excellent season and is sporting a 1.47 ERA.(16:15) Michael Soroka gave up a 3-run HR in the bottom of the 1st to Jeff McNeil. Soroka only ceded three hits, but two of them went over the fence.(24:30) Wilson Ramos will officially retire as a National on Sunday afternoon.  Ramos played in Washington from 2010-2016 and was a big part of multiple division titles.(28:45) The Nats begin a seven game homestand on Friday night against a pair of last place teams.  This weekend they host Miami and then the Rockies come to Navy Yard on Monday for a four game series. 

The Nats blanked the Cubs 2-0 on Wednesday night at Navy Yard.  Mark & Al recap MacKenzie Gore's sterling outing where he struck out seven in as many innings worked. Gore regained sole possession for the most strikeouts in MLB this season with 108.(07:25) What are the chances that Gore starts the All Star Game next month in Atlanta for the NL?  Paul Skenes is currently the likely leader in the clubhouse on that front.(14:00) Brad Lord stepped up in nursing the 1-0 lead in the top of the 8th. Lord has not allowed a run in six consecutive appearances.  Kyle Finnegan took over for him in the 9th and notched his 17th save of the year.(17:35) The offense was carried by bench guys in the victory as the RBIs belonged to Amed Rosario & Nasim Nuñez.  Rosario homered in the bottom of the 7th to put Washington on the board and Nuñez doubled in the 8th for some insurance.(24:10) An update on Mason Thompson, who is working his way back from a 2nd Tommy John surgery.(30:00) Josh Whetzel, the Voice of the Rochester Red Wings, gives the latest on Brady House, Cade Cavalli, and more from AAA.

The Nats continued to hammer Orioles pitching in their 10-4 win on Sunday afternoon. Mark (From Camden Yards) & Al discuss the Nationals first series sweep since mid July last season.  Washington also dominated the Battle of the Beltways this year by winning five of the six meetings.(03:30) The offense combined for five homers on Sunday and the team now has 50 home runs in 48 games this season.  CJ Abrams went deep in both the 1st & 2nd innings to lift his OPS this season to an impressive .942.(08:00) The other homers came from Dylan Crews, Luis Garcia Jr., and Josh Bell.  The team's increase in power this season leads to the hosts evaluating the hitting coach Darnell Coles, who is in the 4th season with the organization.(14:05) Michael Soroka earned the win after 5.2 IP and allowing three runs in the process. It is Soroka's first recorded victory since July 21st, 2023 while pitching for the Braves.(19:10) Brad Lord only lasted an inning in relief of Soroka despite inheriting a big lead. Al points out that not only is Lord a reliever instead of a starter right now, he isn't being utilized that often for long relief.(26:15) Washington has a well deserved day off on Monday before opening a three game series in Navy Yard vs. the Braves on Tuesday.  Thursday is a pitching matchup worth circling as Chris Sale takes on fellow lefty MacKenzie Gore.

The Nats won their first road series of the season after a 4-1 victory over the Reds on Sunday afternoon. Mark (From Cincinnati) & Al note the bullpen having a solid weekend and instilling a bit more confidence as of late.(04:40) MacKenzie Gore extended his MLB lead for strikeouts this season by whiffing nine Reds in the series finale.  Gore fought through muddy conditions to make it through the bottom of the 5th as the rain intensified in what was his last inning of work.(13:00) Three Nationals relievers combined for four scoreless frames after Gore departed. Jorge Lopez tossed two innings on his way to earning the win.  Lopez has five consecutive scoreless appearance and all of them have come in high leverage situations.(16:10) Luis Garcia Jr. hit the go ahead solo homer to give Washington a 2-1 lead in the top of the 7th.  Garcia hit two homers on the road trip and his OPS this season is at .642.(20:00) The Nats begin a three game series vs. Cleveland on Monday night in Navy Yard.  There is some mystery as to who will start on Wednesday afternoon as it could either be Trevor Williams or Michael Soroka.  Brad Lord is slated to start the middle game on Tuesday evening.  (26:30) Jim Callis from MLB Pipeline previews the options for the Nationals this summer when they select the top pick in the Draft on July 13th. 

Jad Abumrad, composer, musician and storyteller, creator of WNYC's Radiolab, Dolly Parton's America, and More Perfect, a professor of research at Vanderbilt University, and the co-composer and librettist for Port(al), and Dianne Berkun Menaker, Brooklyn Youth Chorus founder and artistic director and co-creator of Port(al), talk about the new site-specific work about the history of the Brooklyn Navy Yard by the Brooklyn Youth Chorus.  They're joined by chorus member Josie Devlin.

Monday was an ugly one in Navy Yard as the Mets routed the Nats 19-5 to split the series.  Trevor Williams allowed five runs in just over five innings of work, but the bullpen really imploded in the loss.  The 'pen then combined to give up 14 runs in less than four innings on the mound. Cole Henry especially had a rough afternoon, as New York plated five runs off of him in the top of the 7th.(13:30) The offense only scored in the bottom of the 8th in this one.  Among the scoring was James Wood's 9th homer of the season, putting him just one back of the MLB lead.  Nathaniel Lowe also went deep and this leads to a discussion about the trade that brought him over to Washington this offseason.(22:45) Al & Tim look at the recent emergence of MASN+, the new direct to consumer streaming option of Nationals & Orioles baseball.  What does this mean for the team's broadcast rights long terms?

The Nats came out on top in a seesaw affair as they walked off the Mets 5-4; snapping New York's seven game winning streak. Al & Tim have plenty to recap from the exciting evening in DC, including the Nationals pulling off a triple play for the first time in Navy Yard.(05:45) CJ Abrams scored the winning run in dramatic fashion as he came around all the way from first base on a James Wood single.  Abrams also tripled earlier in the game; his first hit since returning form the IL.(08:05) Dylan Crews had one of his best games yet as he scored three runs in the win.  Crews manufactured an early run by capitalizing on a mental mistake by Brandon Nimmo that unexpectedly put him in scoring position. Crews also tripled in the 9th as Juan Soto was unable to make the play in RF.(13:45) Jake Irvin was excellent as he pitched into the top of the 8th and did not allow a run through the initial seven innings. Irvin had a slow start to the season and has been able to drop his ERA down to 3.19.(18:00) Jose A. Ferrar allowed three runs after taking over for Irvin in the top of the 8th.  Kyle Finnegan gave up the big hit of the inning as Crews could not make a diving grab that led to a bases clearing triple by Mark Vientos.(26:00) Brady House hit his 4th homer of the AAA season and his OPS is at .877.

The Nats topped the Orioles 4-3 on Wednesday night for their fourth win in the past five games.  Mark & Al leadoff with James Wood, who immediately hit his 8th homer of the season, tying him for the NL lead.  It was the hardest hit homer by a National in Navy Yard in the Statecast Era (2015-present).(07:20) CJ Abrams played all nine innings on Wednesday in his second rehab start in Harrisburg.  There is a chance that he will return to Washington's lineup in Thursday's series finale.  Hear what Davey Martinez's reply was to Mark's question about which lefty bat will be in the leadoff spot when Abrams is back.(11:15) Josh Bell also homered in the 1st inning, his 4th of the year.  Bell is still struggling at the plate as his OPS sits at a disappointing .577.(15:00) Trevor Williams only gave up one run in five innings of work. Williams has made five starts thus far and after a slow start, he has thrown back to back solid outings.(19:45) Four relievers combined to take over after Williams departed.  They inherited a 3-1 lead and the O's tied up it in the top of the 8th before Luis Garcia Jr.s go ahead sacrifice fly.  Kyle Finnegan then completed the save, he is nine for nine this year and leads the NL.(26:30) Andrew McCutchen recently tweeted that he knows Jorge Lopez was not intentionally throwing at him last week in Pittsburgh.  So why were Davey and Lopez each suspended?