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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
AI Boss Psychosis: https://futurism.com/artificial-intelligence/bosses-obsessed-with-ai Happy Maru's Birthday to all! We start this week with headlines from Swedish Medical Center, Ascend Cannabis, PECO, Ubisoft, the University of Tennessee, GEO Group, ASML, and Ford. The New Republic reports this week on attempts by the NLRB to weaken the regulations on franchises even further to protect big corporations. Workers for punk music merch supplier Kings Road Merch unionized, now Sony is trying to shut them down. Finally, the war on workers has reached a new stage with lawfare in Minneapolis, as the labor movement rallies behind the Minnesota 15. Join the discord: discord.gg/tDvmNzX Follow the pod at instagram.com/workstoppage, @WorkStoppagePod on Twitter, John @facebookvillain, and Lina @solidaritybee
10:05 – 10:22 (17mins) Weekly: Karen Kataline Host of “Spouting Off”- karenkataline.com @KarenKataline 10:41 – 10:56 (15mins) Mark Mix / National Right to Work Last week, President Trump nominated Keith Sonderling as Secretary of Labor. Sonderling has served as Acting Secretary since the departure of Lori Chavez-DeRemer, who exited under a cloud of professional misconduct allegations. The selection comes as the Senate is expected to soon take up Trump’s nomination of James Macy to the National Labor Relations Board (NLRB). The committee meeting is scheduled for July 15. That confirmation is critical, as Macy could provide the third vote needed to begin overturning radical Biden-era NLRB rulings.See omnystudio.com/listener for privacy information.
Today was not “Trump becomes king.” That's too simple, too tidy, and frankly too flattering to the man currently dry-humping a football he doesn't realize is on a leash.On this episode of We Saw the Devil, Robin breaks down the Supreme Court's decision day and the story most of the coverage is already getting wrong: Trump did gain power, yes. But the Court gained something bigger. It kept the keys.The centerpiece is Trump v. Slaughter, where the Supreme Court torched a ninety-one-year-old rule protecting independent agency officials from being fired just because the president finds them annoying, inconvenient, or insufficiently obedient. That decision did not just weaken the FTC. It cracked open the entire independent-agency structure and dragged the unitary executive theory out of the Federalist Society basement and into the law of the land.But the real twist is this: the Court did not simply hand Trump a crown. It handed him a lease.From Trump v. Cook, where the Court blocked his attempted firing of Federal Reserve governor Lisa Cook for now, to the mail-in ballot ruling, to E. Jean Carroll's surviving verdict, to the Medicaid work requirement lawsuit, the pattern is the same. The Court is not retreating. It is positioning itself as the final landlord of the executive branch. Trump got more power. The Court kept control.This episode covers:The Supreme Court's decision in Trump v. SlaughterThe end of the ninety-one-year protection from Humphrey's ExecutorWhy independent agencies like the FTC, FCC, SEC, and NLRB are now in dangerThe unitary executive theory and how a once-fringe legal idea became majority doctrineWhy Trump v. Cook is not the clean “Trump loss” people want it to beHow the Court protected Lisa Cook while keeping the door open for future Fed fightsThe mail-in ballot ruling and why the win still comes with a warning labelE. Jean Carroll's verdict surviving Trump's latest appealThe new Medicaid work requirement fight and how bureaucracy becomes a weaponSotomayor's dissent, “chaos will follow,” and the undefined exceptions that give the Court even more powerWhat is still coming tomorrow: birthright citizenship, transgender athlete bans, and campaign financeBecome a supporter of this podcast: https://www.spreaker.com/podcast/we-saw-the-devil-unfiltered-political-analysis--4433638/support.Website: http://www.wesawthedevil.comPatreon: http://www.patreon.com/wesawthedevilRobin's Instagram: http://www.instagram.com/robin_wstdTwitter: http://www.twitter.com/WeSawtheDevilInstagram: http://www.instagram.com/wesawthedevilpodcast.TikTok: tiktok.com/@wesawthedevilpolitics
During the second segment of Hour 3 on Tuesday, June 30, 2026, host Tara Servatius praised a monumental, yet largely underreported, 6-3 Supreme Court ruling that granted President Donald Trump the constitutional authority to fire a Federal Trade Commission (FTC) commissioner. Tara emphasized that the true impact of this decision extends far beyond a single agency, effectively dismantling the 1935 Humphrey's Executor v. United States precedent that had long legally shielded independent federal bureaucracies from direct presidential oversight. She argued that for nearly a century, these unelected agencies—such as the SEC, NLRB, and EEOC—had operated as unaccountable, totalitarian fiefdoms, weaponizing fake investigations and forcing banks to target conservatives without warrants. With this wall of protection gone, Tara celebrated that Trump can now systematically remove deep-state holdovers who are actively trying to block his agenda from within the executive branch, declaring the ruling a miraculous victory that stops a runaway bureaucratic dictatorship.
On the June 30, 2026 broadcast of The Tara Show, the opening segment broke down a massive, yet underreported, executive branch victory for Donald Trump at the Supreme Court. The hosts highlighted a major 6-3 ruling that overturned 91 years of legal precedent from the 1935 Humphrey's Executor case, effectively dismantling the unconstitutional wall that long protected independent federal agencies—like the FTC, SEC, and NLRB—from direct presidential authority. While the media focused heavily on Trump's concurrent losses regarding mail-in ballot deadlines and birthright citizenship challenges, the show emphasized that this monumental SCOTUS decision restores the founders' original intent by giving the president the power to fire rogue, weaponized bureaucrats at will.
Welcome back to What The Truck?! In this Friday edition, Malcolm Harris breaks down the biggest stories shaping freight, transportation, and supply chain. This episode covers the latest headlines, including the Teamsters' legal victory against Amazon, new estimates showing cargo theft now costs U.S. businesses $35 billion annually, FreightTech 100 nominations opening for 2027, and a roundup of recent transportation and warehouse bankruptcies. Then, Malcolm sits down with Chad Lindholm, SVP of Sales at Clean Energy, for an in-depth conversation about renewable natural gas (RNG), the Cummins X15N engine, fuel cost stability, and why more fleets are considering alternative fuels as a practical business decision—not just an environmental one. Later, Netstock's Chief Marketing Officer Jefferson Barr and VP of Product Management Ryan Bavery discuss why companies continue to lose money through inefficient inventory planning and underutilized shipping containers. They explain how AI-driven inventory optimization, smarter container utilization, and better planning tools can help businesses improve margins in an increasingly volatile supply chain environment. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to What The Truck?! In this Friday edition, Malcolm Harris breaks down the biggest stories shaping freight, transportation, and supply chain. This episode covers the latest headlines, including the Teamsters' legal victory against Amazon, new estimates showing cargo theft now costs U.S. businesses $35 billion annually, FreightTech 100 nominations opening for 2027, and a roundup of recent transportation and warehouse bankruptcies. Then, Malcolm sits down with Chad Lindholm, SVP of Sales at Clean Energy, for an in-depth conversation about renewable natural gas (RNG), the Cummins X15N engine, fuel cost stability, and why more fleets are considering alternative fuels as a practical business decision—not just an environmental one. Later, Netstock's Chief Marketing Officer Jefferson Barr and VP of Product Management Ryan Bavery discuss why companies continue to lose money through inefficient inventory planning and underutilized shipping containers. They explain how AI-driven inventory optimization, smarter container utilization, and better planning tools can help businesses improve margins in an increasingly volatile supply chain environment. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
The National Labor Relations Board will soon have a Republican majority, meaning that the rollback of Biden-era union protections is imminent. We'll talk with journalist Robert Iafolla (Eye-uh-foal uh) of Bloomberg Law about what's next for the NLRB. Then, we'll talk to DSA's Elias Garcia about their campaign to get local businesses to sign the Monarch Pledge and say “No” to ICE.
Workers at Trinity Health Grand Haven Hospital voted 89 to 66 to keep their union — after their employer had already illegally stripped it from them. The NLRB went to court seeking an emergency order to restore recognition while the case was litigated. Two Trump-appointed Sixth Circuit judges said no. The dissent came from a Reagan appointee. On this episode of America's Work Force Union Podcast, union attorney and Brooklyn Law School adjunct professor Andrew Strom breaks down what that ruling means, why the NLRA's four-year enforcement process makes preliminary injunctions the only real deterrent against illegal employer conduct and why the same court that gives employers automatic injunctions against workers who violate non-compete agreements refuses to apply the same logic when employers strip workers of their collective bargaining rights. Read the full analysis at onlabor.org.
At a live event hosted at Red Emma's Cooperative Bookstore and Coffeehouse in Baltimore, MD, TRNN Editor-in-Chief Maximillian Alvarez got to sit down for a deep and wide-ranging conversation with Chris Smalls, co-founder and former president of the Amazon Labor Union. Alvarez and Smalls discuss Smalls' new book, When the Revolution Comes: A Fight for the Future of the Working Class; they recount the incredible story of the formation of the Amazon Labor Union and the unionization of the first Amazon warehouse in the US; and they talk about Smalls' journey from warehouse worker and labor organizer to becoming an internationally recognized public figure and a human rights activist who has sailed with humanitarian flotilla missions to Gaza and Cuba. Additional links/info: Chris Smalls X page and InstagramChris Smalls, Penguin Random House, When the Revolution Comes: A Fight for the Future of the Working ClassMaximillian Alvarez, TRNN, “Chris Smalls: Sabotage attempts and death threats won't stop Gaza Freedom Flotilla”Featured Music: Jules Taylor, Working People Theme SongCredits: Audio Post-Production: Jules TaylorBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-news-podcast--2952221/support.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Follow us on:Bluesky: @therealnews.comFacebook: The Real News NetworkTwitter: @TheRealNewsYouTube: @therealnewsInstagram: @therealnewsnetworkBecome a member and join the Supporters Club for The Real News Podcast today!
Labor Radio talks to a St. Mary's nurse as the NLRB sets June 11th as the date for a union representation election to join SEIU Wisconsin, organized labor sponsors a forum for candidates for Governor of Wisconsin ahead of the primaries, Cargill is closing its Milwaukee facility and laying off over 220 workers, Labor Radio speaks to the both the outgoing and incoming presidents at IBEW Local 2304, and there is an update on donation numbers for the National Association of Letter Carriers food drive. THIS IS A WORT PLEDGE WEEK EDITION.
In this episode, we kick things off with a grim warning from Wall Street about one of the industry's more specialized logistics players. S&P Global Ratings has slashed Odyssey Logistics' debt rating to CCC+ and warned of a possible default in 2027. The third-party logistics provider faces $125 million in revolving credit maturing in July 2027 and a massive $490 million term loan due that October, with S&P projecting the company will exhaust all available liquidity as utilization climbs to approximately $42 million by mid-2027. Next, we discuss a major legal victory for the e-commerce giant in a case that could have fundamentally reshaped its delivery network. A National Labor Relations Board judge has approved a settlement ending the process that could have declared Amazon a joint employer with its Direct Service Providers. The original complaint centered on Amazon's relationship with Battle Tested Strategies, a DSP operating out of the DAX8 facility in Palmdale, California, believed to be the only DSP where workers voted for Teamsters representation. Under the settlement, which includes a nonadmission clause specifically disclaiming Amazon's joint employer status, workers at BTS are entitled to two weeks' pay. Finally, we explore increasingly positive signals from a major bellwether for the less-than-truckload sector as Old Dominion Freight Line reported a 12.3% year-over-year revenue increase per day during May, significantly outpacing its previously reported 7.6% revenue increase in April. May tonnage declined just 3.8% year-over-year, a notable improvement from April's 6.1% decline, while yield increased approximately 16% during the month. The improving metrics are being bolstered by a broader industrial recovery, with the Purchasing Managers' Index registering a 54 reading for May, the highest in four years. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off with a grim warning from Wall Street about one of the industry's more specialized logistics players. S&P Global Ratings has slashed Odyssey Logistics' debt rating to CCC+ and warned of a possible default in 2027. The third-party logistics provider faces $125 million in revolving credit maturing in July 2027 and a massive $490 million term loan due that October, with S&P projecting the company will exhaust all available liquidity as utilization climbs to approximately $42 million by mid-2027. Next, we discuss a major legal victory for the e-commerce giant in a case that could have fundamentally reshaped its delivery network. A National Labor Relations Board judge has approved a settlement ending the process that could have declared Amazon a joint employer with its Direct Service Providers. The original complaint centered on Amazon's relationship with Battle Tested Strategies, a DSP operating out of the DAX8 facility in Palmdale, California, believed to be the only DSP where workers voted for Teamsters representation. Under the settlement, which includes a nonadmission clause specifically disclaiming Amazon's joint employer status, workers at BTS are entitled to two weeks' pay. Finally, we explore increasingly positive signals from a major bellwether for the less-than-truckload sector as Old Dominion Freight Line reported a 12.3% year-over-year revenue increase per day during May, significantly outpacing its previously reported 7.6% revenue increase in April. May tonnage declined just 3.8% year-over-year, a notable improvement from April's 6.1% decline, while yield increased approximately 16% during the month. The improving metrics are being bolstered by a broader industrial recovery, with the Purchasing Managers' Index registering a 54 reading for May, the highest in four years. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, our guest is Chris Smalls, discussing his new book, “When the Revolution Comes: A Fight for the Future of the Working Class.” Smalls, best known as the co-founder and former president of the Amazon Labor Union, led the first successful union drive at an Amazon warehouse in the United States. Smalls traces his path from growing up working class in Hackensack, New Jersey, to becoming a warehouse worker and supervisor at Amazon, leading a COVID walkout over unsafe conditions, and being fired and smeared from the very top of the company. From there, we get into the nuts and bolts of how a small group of workers with a shoe-string budget, a table at the bus stop, and a lot of persistence built enough trust and solidarity to beat a trillion-dollar corporation at its own facility. Along the way, we talk about the broken NLRB, Amazon's years long strategy of appeals to avoid bargaining, and why Smalls believes strikes and independent, worker led organizing are the only way to force the company to negotiate in good faith. We conclude our conversation with Smalls connecting his fight at the fulfillment warehouse to a broader internationalist politics, talking about meeting Amazon workers and militant unions in Europe and tying Amazon and Google's cloud and AI contracts for the Israeli military directly to the same surveillance infrastructure used on workers at home. He's candid about the cost of taking a public stand for Palestine including lost followers, speaking invitations, even a potential movie deals—and about how quickly liberal politicians and union leadership disappear when a labor struggle becomes explicitly anti-imperialist. If you're interested in what serious, unapologetic working-class politics looks like in practice, you will enjoy this conversation. About Chris Smalls Chris Smalls (born July 4, 1988) is an American labor organizer and prominent voice for worker rights, racial justice, and economic democracy. He has been widely profiled in major media outlets and was named one of Time magazine's 100 Most Influential People, while continuing to support union drives and picket lines. Order the book: https://www.penguinrandomhouse.com/books/724036/when-the-revolution-comes-by-chris-smalls/ Chris's Instagram: https://www.instagram.com/chris.smalls_/ Greg's Blog: http://zzs-blg.blogspot.com/ Pat's Substack: https://patcummings.substack.com/ #AmazonLaborUnion#ChrisSmalls#WhentheRevolutionComes#labormovement#labororganizing#Amazonunion#Amazonwarehouse#JFK8#AmazonStatenIsland#ProjectNimbus#Palestinesolidarity#COVIDwhistleblower#JeffBezos#unionbusting#NLRB#DemocraticPartyandlabor#anticapitalism#Times100ChrisSmalls#radicalpolitics#Teamsters#Palestineandlabor#PatCummings#PatrickCummings#GregGodels#ZZBlog#ComingFromLeftField#Podcast#zzblog#mltoday
Labor momentum in D.C.'s entertainment industry isn't just growing—it's compounding. IATSE Local 22 Vice President Nick Arancibia and Business Agent Ryan Chavka join the show to discuss their third major regional theater victory in six years: Arena Stage. We dive into how a "bombshell" management demand for 60-hour workweeks at Signature Theatre sparked a movement that changed NLRB case law, and why the union is now expanding into iconic rock-and-roll venues like the 9:30 Club. In this episode, we discuss: The Signature Spark: How one disastrous management decision led to a 100% card-signing drive in six weeks. A Shifting Market: Why younger workers are prioritizing "predictable lives" over just higher wages. The Turning Tide: What it means when non-union venue managers start calling the union because they can't keep staff.
Oral Arguments for the Court of Appeals for the D.C. Circuit
Preferred Building Services, Inc. v. NLRB
10,000 Nurses on the Edge, a Union Decertification & the GLP-1 Benefit Bomb Landing July 1Three stories in one week that cut across labor relations, trust, and total compensation strategy. Bo, Luke, and ASHHRA Executive Director Jeremy Sadlier break down what every healthcare HR leader needs to act on before July 1st — with ASHHRA26 in Savannah just days away.
The federal government may be swinging the hammer, but workers are building anyway. Jennifer Sherer, deputy director of the Economic Policy Institute's Economic Analysis and Research Network, joins the America's Work Force Union Podcast to discuss a moment of startling contrasts. Despite a hostile federal environment, approximately 463,000 workers joined unions in 2025. Sherer breaks down how states like Virginia are becoming the new front lines for worker power—banning captive-audience meetings, repealing "right to work" laws and protecting the right to strike when Washington fails to act. But grassroots growth is being met by a "legal ghost" in the courts. In our second segment, labor lawyer Andrew Strom joins us for a post-mortem on the Bobby Reed case. After 13 years of litigation and two victories before the NLRB, the D.C. Circuit Court used a 73-year-old legal doctrine to strip Reed—a 34-year utility veteran—of his federal protections. His "crime"? Testifying before the Texas State Senate about workplace fires without explicitly mentioning a labor dispute. Strom explains how this ruling turns civic participation into a minefield for private-sector workers and why the current Supreme Court makes a rescue unlikely. Featured Guests: Jennifer Sherer: Deputy Director, EARN (Economic Policy Institute) Andrew Strom: Labor Lawyer, Brooklyn Law School professor and OnLabor contributor Inside the Episode: The data behind the 463,000-worker union surge The "Jefferson Standard" and the death of worker free speech Bobby Reed and his 13-year fight for justice
What employers should know about key developments this week: NLRB Nomination Signals Shifting Board Majority: The nomination of James Macy—packaged with the renomination of Democratic Member David Prouty—could give the National Labor Relations Board ("NLRB" or "Board") a three-person Republican majority, providing the votes needed to overturn Biden-era precedents. Quorum Pressure Drives Confirmation Timeline: The Senate must confirm at least one nominee before Member Prouty's term expires in August to preserve the Board's quorum, making a swift confirmation process likely. Key Precedents on the Chopping Block: With a third Republican vote, the Board is expected to revisit the captive audience meeting rule, the Cemex bargaining order decision, Thryv's expanded remedies, and standards for evaluating employer work rules. In this episode of Employment Law This Week®, Epstein Becker Green attorney Michael S. Ferrell discusses what a three-person Republican majority on the NLRB would mean for employers and which Biden-era precedents are most likely to be reconsidered. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw432 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.
In this episode, Labor Law Insider host Tom Godar, and his special guest, Adam Doerr, continue to explore the momentum shift away from the extreme interpretations of the Biden-appointed National Labor Relation Board. In part 1, published earlier in April, the focus was on recent decisions of the Board, limiting the reach of the interpretation of authority imposed in decisions such as Thryv. Adam and Tom continue to offer play-by-play comments in part 2 of this podcast as they discuss the Courts of Appeal whistling fouls committed by the previous Board as it sought to rewrite the rules of the game. In Brown-Forman Corp v. NLRB, the Court of Appeals for the 6th Circuit rolled back the clock to the long-standing Gissel standard, limiting the Board's authority to issue bargaining orders without an election or after a loss of an election by a union. It found that the Board lacked authority to create this new policy through a decision rather than rulemaking. Likewise, the Court of Appeals for the 5th Circuit rejected the broad interpretations of possible damages for committing an Unfair Labor Practice under the prior Board's Thryv decision, ruling in Hiran Management v. NLRB that the broad remedies under that Board decision were “beyond the text of the NLRA.” Our insiders offer post-game analysis that the momentum shift will not only change the interpretation of the NLRA but will also change ways in which employers craft and interpret policies, and generally provide much greater freedom in applying supervisory oversight for their employees. Join us for part 2 of the Labor Law Insider.
Suzi speaks with Kate Levin, Janis Yue, and Sanjay Madhav, lead organizers of United Faculty-UAW, about their unionization drive at the University of Southern California (USC), one that would create the largest bargaining unit of non-tenure-track faculty at a private university in the US. Ballots go out April 24 and will be counted on May 18. The organizers describe two years of faculty-driven organizing, built one conversation at a time. Currently 75% of USC faculty are non-tenure-track, with no job security, no say over working conditions, and no recourse against healthcare cuts or wage freezes — the result of 40 years of academic corporatization. Now they're fighting back. USC's response? The administration has chosen to deploy the same constitutional wrecking-ball legal playbook pushed by SpaceX/Amazon, arguing that the NLRB itself is unconstitutional. No other university has taken such an extreme position. This is more than a labor story; it's an account of the assault on democratic institutions, the NLRB, worker rights, and higher education itself at a moment when universities are under attack from federal funding cuts and DEI rollbacks. USC's non-tenure-track faculty are fighting not just for a contract but for the principle that workers can organize at all. The organizers highlight the inspiration drawn from the successful NYU contract, and explain why winning this election in this political moment could change academic labor nationwide. Jacobin Radio with Suzi Weissman features conversations with leading thinkers and activists, with a focus on labor, the economy, and protest movements.
The National Labor Relations Board has sided with United Healthcare Workers petitioners and has scheduled a representation vote at Rogers Health facilities in Madison and West Allis, three University of Wisconsin-Madison employee unions join campus student groups to march to the UW administration and demand ICE Out of UW, after a sweeping strike vote the Teamsters hammer out a contract with B&G Foods in Stoughton, unemployment ticks up in Wisconsin, labor activists who are veterans of the recent Operation Metro Surge assault in Minnesota visit Madison to talk about lessons learned, Labor Radio talks to the Wisconsin Farmers Union about the farm labor shortage, and the non-for-profit Union Now is launched by the labor movement to give help to strikers and organizers.
What employers should know about key developments this week: DOL Proposes Opening 401(k) Investments: The U.S. Department of Labor (DOL) proposed a rule establishing a process-based safe harbor for fiduciaries under the Employee Retirement Income Security Act, opening the door to alternative assets—including cryptocurrency, private equity, and real estate—in 401(k) plans. NLRB Wants Its Removal Protections Stripped: The National Labor Relations Board ("NLRB" or "Board") asked a federal court to declare unconstitutional the statutory provisions limiting the U.S. president's ability to remove members of the NLRB and administrative law judges—marking the first time the Board itself has taken this position. Compliance with Military Leave Requests: Amid ongoing global conflicts, employers should prepare for an influx of military leave requests and review their obligations under the federal Uniformed Services Employment and Reemployment Rights Act, as well as any applicable state law. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw430 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.
Tuesday, April 8th, 2025 Stocks take another dive as the Trump regime plays fast and loose with tariffs; the en banc panel for the DC Circuit Court of Appeals has reinstated Cathy Harris and Gwynne Wilcox to their jobs at the NLRB and MSRP; the North Carolina Supreme Court has temporarily blocked a lower court ruling requiring 65,000 people to cure their ballots; NIH researchers have made a cancer breakthrough but layoffs are delaying it; a second unvaccinated child has died of measles and RFK Jr uses it as an opportunity for a photo op; the Trump administration is planning on spending $45M on immigrant detention; Trump is planning a giant North Korean style military parade on his birthday; and the 4th Circuit Court of Appeals REFUSED to pause an order forcing the Trump admin to return Maryland father Kilmar Abrego Garcia back to the U.S. before midnight tonight; and Allison and Dana deliver your Good News. Guest: Bobby Kogan@bbkogan - BlueSkyBobby Kogan - Center for American Progress Stories:Supreme Court delays midnight deadline for Trump administration to fix mistaken deportation of Maryland man | ABC News Stock Market Volatility Hits 5-Year High As Wall Street Grapples With ‘Manmade' Tariff Problem | ForbesBessent flew to Florida to lobby Trump on tariff message - POLITICO N.C. Supreme Court halts decision requiring verification of 65,000 votes in tight judicial race | NBC News NIH scientists have a cancer breakthrough. Layoffs are delaying it. | The Washington Post Appeals court halts Trump independent agency firings, spurring Supreme Court battle | The Hill RFK Jr. visits Texas after second child dies of measles amid outbreak | The Washington Post Trump Administration Aims to Spend $45 Billion to Expand Immigrant Detention - The New York Times Trump planning military parade through DC for 79th birthday | The Hill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Labor and community activists who have been confronting ICE in Minneapolis will speak in Madison and Labor Radio talks to one of them ahead of the event, the April 7 election shows many big wins for labor-endorsed candidates, the NLRB has finally ordered Amazon to bargain with its union, state union worker Ben Gruber explains why he is running for a State Assembly seat, and Madison holds a Workers Assembly modeled after a similar action in Minnesota.
There seemed to be another type of madness going on this past month. NLRB called a foul on Jireh Plumbing as it tried to block imposition of a union without an election, ignoring historic precedent established by the Cemex decision. Join host Tom Godar and all-star guest Adam Doerr as they explore recent board decisions which continue NLRB's shift back in favor of Team Employer. Part 1 leans into the recent board rulings, and part 2, which will be published later this month, follows Courts of Appeals as they also block the Biden-board fast break to new and union friendly interpretations of labor law. Relevant NLRB Decisions: Jireh Plumbing, LLC St. John's College
What employers should know about key developments this week: Sixth Circuit Rejects Cemex Bargaining Order: The U.S. Court of Appeals for the Sixth Circuit refused to enforce a bargaining order issued under the National Labor Relations Board's (NLRB's) 2023 Cemex standard. Cemex Remains in Effect Outside the Sixth Circuit: The NLRB continues to treat Cemex as binding policy in all other jurisdictions, leaving employers outside the Sixth Circuit's reach exposed to bargaining orders under the standard. A Formal Reversal May Be Coming: With its current composition, the NLRB is widely expected to reject Cemex outright when the appropriate case arises—thereby restoring the long-standing framework requiring unions to win a representation election before gaining recognition. In this episode of Employment Law This Week®, Epstein Becker Green attorney Steven M. Swirsky provides insights on the Sixth Circuit's decision and what it means for employers navigating union recognition demands. - Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw428 Download our Wage & Hour Guide for Employers app: https://www.ebglaw.com/wage-hour-guide-for-employers-app. Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.
Episode 14 The NLRB Asks a Court to Strip Its Own Independence Hosted by Mark G. Eskenazi The NLRB asked a Texas district court to sever from the NLRA job protections for board members and administrative law judges so that the president would have at-will removal authority over those officials. The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship.
In this inaugural episode of our Labor Law Solutions podcast, shareholders Tom Davis (Nashville) and Tom Stanek (Phoenix), who co-chair the firm's Traditional Labor Relations Practice Group sit down with co-chair and former NLRB member Brian Hayes (Washington) to discuss recent developments in labor law. The speakers discuss the new NLRB board members and general counsel, recent decisions and related rulemaking petitions, joint-employer standards, and constitutional challenges to the NLRA's removal restrictions. Whether you're navigating union organizing campaigns, unfair labor practice charges, or staying ahead of shifting NLRB precedent, this podcast offers practical guidance for management-side labor professionals.
Episode 13 From the NLRB to the Border: Labor Enforcement Goes Global Hosted by Mark G. Eskenazi and Ian Meklinsky How and why labor risk analysis expands beyond the U.S. boarder. The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship.
What employers should know about key developments this week: • National Labor Relations Board (NLRB) Sets New Enforcement Priorities: NLRB General Counsel Crystal Carey directed regional offices to prioritize the resolution of current cases over initiating new enforcement actions. • Department of Labor (DOL) Targets Non-Union Workplaces: In an internal memo, DOL Solicitor of Labor Jonathan Berry emphasized that enforcement would focus on non-unionized environments, noting that unions were better equipped to address issues in unionized workplaces. • Equal Employment Opportunity Commission (EEOC) Cracks Down on Diversity, Equity, and Inclusion (DEI) Policies: EEOC Chair Andrea Lucas issued a warning that preference-based diversity policies may violate Title VII of the Civil Rights Act of 1964 and signaled a return to systemic investigations and large-scale litigation. Download our DEI Compliance Audit Checklist: Review DEI-related employment practices. Ensure compliance with applicable federal laws. Align organizational policies with established best practices. Download Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw426 Download our Wage & Hour Guide for Employers app: https://www.ebglaw.com/wage-hour-guide-for-employers-app. Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm focused on health care and life sciences; employment, labor, and workforce management; and litigation and business disputes. Our attorneys advise clients at every stage of their business lifecycle, delivering practical, results-driven counsel that shapes strategy, accelerates growth, and safeguards what matters most. We serve organizations of every size, from emerging startups to Fortune 100 companies, across the health care, life sciences, financial services, retail, hospitality, and technology industries, with sound legal solutions they can depend on when it counts. www.ebglaw.com This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.
We have a Huntsville City School Board member to talk about education, and an Alabama auto worker to talk about organizing.✦ ABOUT ✦The Valley Labor Report is the only union talk radio show in Alabama, elevating struggles for justice and fairness on the job, educating folks about how they can do the same, and bringing relevant news to workers in Alabama and beyond.Our single largest source of revenue *is our listeners* so your support really matters and helps us stay on the air!Make a one time donation or become a monthly donor on our website or patreon:TVLR.FMPatreon.com/thevalleylaborreportVisit our official website for more info on the show, membership, our sponsors, merch, and more: https://www.tvlr.fmFollow TVLR on Facebook: https://www.facebook.com/TheValleyLab...Follow TVLR on Twitter: @LaborReportersFollow Jacob on Twitter: @JacobM_ALFollow TVLR Co-Creator David Story on Twitter: @RadiclUnionist✦ CONTACT US ✦Our phone number is 844-899-TVLR (8857), call or text us live on air, or leave us a voicemail and we might play it during the show!✦ OUR ADVERTISERS KEEP US ON THE AIR! ✦Support them if you can.The attorneys at MAPLES, TUCKER, AND JACOB fight for working people. Let them represent you in your workplace injury claim. Mtandj.com; (855) 617-9333The MACHINISTS UNION represents workers in several industries including healthcare, the defense industry, woodworking, and more. iamaw44.org (256) 286-3704 / organize@iamaw44.orgDo you need good union laborers on your construction site, or do you want a union construction job? Reach out to the IRONWORKERS LOCAL 477. Ironworkers477.org 256-383-3334 (Jeb Miles) / local477@bellsouth.netThe NORTH ALABAMA DSA is looking for folks to work for a better North Alabama, fighting for liberty and justice for all. Contact / Join: DSANorthAlabama@gmail.comIBEW LOCAL 136 is a group of over 900 electricians and electrical workers providing our area with the finest workforce in the construction industry. You belong here. ibew136.org Contact: (205) 833-0909IFPTE - We are engineers, scientists, nonprofit employees, technicians, lawyers, and many other professions who have joined together to have a greater voice in our careers. With over 80,000 members spread across the U.S. and Canada, we invite you and your colleagues to consider the benefits of engaging in collective bargaining. IFPTE.org Contact: (202) 239-4880THE HUNTSVILLE INDUSTRIAL WORKERS OF THE WORLD is a union open to any and all working people. Call or email them today to begin organizing your workplace - wherever it is. On the Web: https://hsviww.org/ Contact: (256) 651-6707 / organize@hsviww.orgENERGY ALABAMA is accelerating Alabama's transition to sustainable energy. We are a nonprofit membership-based organization that has advocated for clean energy in Alabama since 2014. Our work is based on three pillars: education, advocacy, and technical assistance. Energy Alabama on the Web: https://alcse.org/ Contact: (256) 812-1431 / dtait@energyalabama.orgThe Retail, Wholesale and Department Store Union represents in a wide range of industries, including but not limited to retail, grocery stores, poultry processing, dairy processing, cereal processing, soda bottlers, bakeries, health care, hotels, manufacturing, public sector workers like crossing guards, sanitation, and highway workers, warehouses, building services, and distribution. Learn more at RWDSU.infoThe American Federation of Government Employees (AFGE) is the largest federal employee union proudly representing 700,000 federal and D.C. government workers nationwide and overseas. Learn more at AFGE.orgAre you looking for a better future, a career that can have you set for life, and to be a part of something that's bigger than yourself? Consider a skilled trades apprenticeship with the International Union of Painters and Allied Trades. Learn more at IUPAT.orgUnionly is a union-focused company created specifically to support organized labor. We believe that providing online payments should be simple, safe, and secure. Visit https://unionly.io/ to learn more.Hometown Action envisions inclusive, revitalized, and sustainable communities built through multiracial working class organizing and leadership development at the local and state level to create opportunities for all people to thrive. Learn more at hometownaction.orgMembers of IBEW have some of the best wages and benefits in North Alabama. Find out more and join their team at ibew558.org ★ Support this podcast on Patreon ★
What employers should know about key developments this week: NLRB Reinstates 2020 Joint Employer Rule: Under the National Labor Relations Board's (NLRB's) rule, a company is a joint employer only if it exercises substantial, direct, and immediate control over at least one of an employee's key employment terms. Employer Liability Outlook: The risk of joint-employer liability is lower without direct involvement in core employment decisions. DOL Proposes New Independent Contractor Rule: The U.S. Department of Labor's (DOL's) new proposal revives the 2021 standard, emphasizing economic realities and the actual practices of the parties rather than just the contractual agreements. In this episode of Employment Law This Week®, Epstein Becker Green attorneys Erin E. Schaefer and Jeffrey H. Ruzal provide insights on the NLRB and DOL regulations, examining what these developments mean for employers. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw425 Download our Wage & Hour Guide for Employers app: https://www.ebglaw.com/wage-hour-guide-for-employers-app. Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. This video is for informational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. © Epstein Becker & Green, P.C. All Rights Reserved. Attorney Advertising.
Episode 9 High-Profile Labor Disputes to Watch Hosted by Mark G. Eskenazi and Ian Meklinsky What the court's decision on a Biden-era barging order standard could mean for your business. Also covered: new guidelines on EAJA letters and the Railway Labor Act is found to have jurisdiction over a space exploration company. The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship.
Episode 10 NLRB Updates: Bargaining Remedies, Captive Audience Meetings, Joint Employer and More Hosted by Mark G. Eskenazi and Ian Meklinsky Two pro-employer steps taken by the new NLRB. The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship.
In today's episode of the America's Work Force Union Podcast, we explore two critical fronts of the labor movement: proactive workforce development in the trades and the legal defense of bargaining unit integrity. Segment 1: Masonry's Next Generation in Central NY Daren Gulliver, Training Director for BAC Local 2, discusses a successful partnership with New York's Boards of Cooperative Educational Services (BOCES). Gulliver outlines how Local 2 is reaching students as early as age 17 to provide hands-on masonry fundamentals and clear pathways into registered apprenticeship programs. Key Insight: Why "bridge programs" and earlier recruitment are essential to combatting the skilled labor shortage while providing debt-free career stability. Segment 2: Protecting the Bargaining Unit from Technical Exclusions Kate Black, Field Director for AFSCME Council 65, breaks down a significant National Labor Relations Board (NLRB) unit clarification ruling involving Head Start teachers in Minnesota. Black explains how the employer used a "statutory supervisor" argument to narrow the bargaining unit and why this case serves as a warning for unions nationwide. Key Insight: How a single supervisory factor—effectively recommending discipline—can be used to strip workers of their union protections and what AFSCME is doing to prepare for future classification challenges.
The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship. Episode 6 Early February NLRB Decision Round-Up Hosted by Mark G. Eskenazi and Katherine Cohodes Trends for employers to watch regarding refusal-to-bargain cases.
The views expressed in this podcast are those of the participants and should not be considered the views of Fox Rothschild LLP or its attorneys. This podcast is for informational purposes only, is not legal advice, and does not create an attorney-client relationship. Episode 7 Mid-February NLRB Decision Round-Up Hosted by Mark G. Eskenazi and Katherine Cohodes Breaking down the new board's first Unfair Labor Practice decision on appeal from an Administrative Law Judge.
The rules of the game are changing—both at the border and in the regional field office. On today's episode of the America's Work Force Union Podcast, we are joined by two leading experts to discuss the policy shifts threatening union leverage in 2026. Part 1: The USMCA 2026 Review with Adam Hersh Senior Economist Adam Hersh joins us to break down the high-stakes "NAFTA 2.0" review coming this July. While USMCA was sold as a fix for manufacturing, Hersh explains why loopholes in auto rules of origin and the threat of offshoring continue to chill collective bargaining. We discuss: What happens if the U.S., Mexico, and Canada don't agree by July. How "China-linked" supply chains are shifting the footprint in Mexico. The essential pillars of a truly worker-centered trade agenda. Part 2: The NLRB Staffing Crisis with Andrew Strom Brooklyn Law School professor and labor lawyer Andrew Strom returns to discuss a compounding crisis at the National Labor Relations Board. With staffing at a decade-long low and a post-shutdown backlog mounting, "justice delayed" is becoming a tactical weapon for employers. We dive into: How new ULP intake procedures are slowing down investigations. The "chilling effect" on witness statements when cases sit for months. Why funding the NLRB is the most cost-effective way to protect the NLRA. Listen in to hear how unions can navigate these legal and economic headwinds to keep building power.
The business of college sports is accelerating. So are the legal questions. Labor Relations Group Co-leader Laura Pierson-Scheinberg and her colleagues, former NLRB chair Marvin Kaplan and Michael Bertoncini, discuss what college and university athletic programs can expect from increased NIL activity and athlete mobility, shifting labor law interpretations, and growing state and federal levels of involvement.
This week, we discuss the Department of Labor's (DOL's) new compliance tools, its proposed pharmacy benefits manager (PBM) transparency regulation, and updated enforcement priorities from the DOL's Employee Benefits Security Administration. We also cover the National Labor Relations Board's (NLRB's) revamped case intake process. DOL Releases Compliance Tools The DOL has introduced new resources—including interactive toolkits, industry-specific guidance, updated fact sheets, and self-audit checklists—to help employers avoid wage-and-hour violations. DOL Issues Proposed Regulation for PBMs The DOL has issued a proposed regulation, now open for comment, aimed at increasing transparency from PBMs. The proposal would mandate PBMs to disclose the full scope of fees, rebates, and compensation. Additionally, the DOL's Employee Benefits Security Administration has unveiled a significant overhaul of its enforcement priorities for 2026. NLRB Adjusts Intake Procedure Faced with a significant number of pending cases due to the government shutdown and staffing issues, the NLRB has instituted a new intake procedure for unfair labor practice charges. - Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw421 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/eltw-subscribe Visit http://www.EmploymentLawThisWeek.com - Epstein Becker Green is a national law firm that focuses its resources on health care, life sciences, and workforce management solutions, coupled with powerful litigation strategies. These materials have been provided for informational purposes only and are not intended and should not be construed to constitute legal advice. The content of these materials is copyrighted to Epstein Becker & Green, P.C. EMPLOYMENT LAW THIS WEEK® and #WorkforceWednesday® are registered trademarks of Epstein Becker & Green, P.C. ATTORNEY ADVERTISING.
Wednesday, January 29th, 2025Trump tried to seize the power of Congress by halting all appropriations - and a Biden appointed judge blocked it hours later; Trump has asked two million federal workers to voluntarily resign; the CDC has been ordered to stop working with the World Health Organization; top USAID staff have been put on administrative leave; federal employees have filed a lawsuit over the HR at OPM government wide email for privacy concerns; Republican state attorneys general are pressuring Costco to drop their DEI programs; Jim Acosta announces he's leaving CNN; Trump has moved to fire Dem members of the EEOC and NLRB; six transgender service members are suing Trump and Pete Hegseth over the ban on trans people serving in the military; and Allison and Dana deliver your Good News.Guest: Steve VladeckSteve Vladeck | Substack@stevevladeck on BlueskyFederal workers - feel free to email me at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Stories:Republican attorneys general call out Costco for maintaining DEI policies - Kate Gibson | CBS NewsMore than 50 career civil servants at USAID are placed on administrative leave - Abigail Williams, Vaughn Hillyard and Raquel Coronell Uribe | NBC NewsCDC ordered to stop working with WHO immediately, upending expectations of an extended withdrawal - MIKE STOBBE | AP NewsTrump administration will offer the roughly 2 million federal workers a buyout to resign - Garrett Haake and Amanda Terkel | NBC NewsLawsuit alleges new Trump administration email system for federal employees raises privacy concerns - Tierney Sneed | CNN PoliticsD.C. federal judge temporarily blocks Trump plan to pause federal aid spending - Daniel Barnes | NBC NewsDem AGs set to challenge Trump's ‘clearly unlawful' federal aid freeze - KYLE CHENEY | POLITICOSix active duty service members file first lawsuit challenging Trump's transgender troop ban - TARA COPP | AP NewsGood Trouble Determine whether Wisconsin's highest court remains controlled by liberals — as it has since 2023 — or flips to conservatives, who had the majority for 15 years before then.You can volunteer for Judge Crawford's campaign atSusan Crawford - JUDGE CRAWFORD FOR WISCONSIN SUPREME COURTCheck out other MSW Media podcastsShows - MSW MediaCleanup On Aisle 45 podSubscribe for free to MuellerSheWrote on Substackhttps://muellershewrote.substack.com Follow AG and Dana on Social MediaAllison GillSubstack|Muellershewrote, Twitter|@MuellerSheWrote, Threads|@muellershewrote, IG|muellershewrote, BlueSky|@muellershewroteDana GoldbergTwitter|@DGComedy, IG|dgcomedy, facebook|dgcomedy, IG|dgcomedy, danagoldberg.com, BlueSky|@dgcomedyHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily BeansFrom The Good NewsContributors - TRANS MILITARY VOICESTwin Cities Pride ParadeTwin Cities Pride raises more than $70,000 to fill gap after dropping Target sponsorshipHelp Autumn I- FidoRescue.orgShiny Box PicturesThe Stewpot Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode unpacks the real danger of a female-dominated profession being policed through male eyes, the seismic shift happening with NLRB independence, and what HR leaders need to prepare for as workplace regulation becomes a political ping-pong ball. Bryan breaks down why the next few years will be anything but predictable for your compliance calendar.What We Cover– The Michigan firefighter bra inspection case and why "professionalism" is being weaponized to keep workplaces male-dominated – Why this case matters even though it shouldn't exist—and how past court rulings could doom the firefighter's lawsuit – The NLRB's loss of independence and what it means when presidents can fire board members at will– How decades of stable labor policy will now swing with every election cycle – The real difference between independent agency oversight and direct presidential control – Why rapid policy reversals in employment law will crush compliance predictability – Union membership trends: will the NLRB chaos actually drive more unionization or accelerate decline? – Bryan's three bold bets for 2026: AI implementation, AI discrimination issues, and te blue state/red state divide – The impossibility of creating one handbook that works across incompatible state laws – Why HR is the only department in the room protecting the human impact of business decisionsConnect with Bryan here: https://www.linkedin.com/in/bryanjohndriscoll/ Connect with Traci here: https://linktr.ee/HRTraci Disclaimer: Thoughts, opinions, and statements made on this podcast are not a reflection of the thoughts, opinions, and statements of the Company by whom Traci Chernoff is actively employed.Please note that this episode may contain paid endorsements and advertisements for products or services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.
Tuck chats with writer and union organizer Alma Avalle (she/her) about the Transparent finale, Trader Joe's dream to destroy the NLRB, and Alma's experience getting very publicly fired from Condé Nast in an egregiously illegal instance of union retaliation! Listen to the full episode on Patreon to hear discussions of Emilia Perez, paywalled Condé gossip, "Anna Wintour's elite fiefdom rocked by woke soap opera," and much more! Find Alma at @goodbyealma across platforms and @picnic_mag on IG. Download issue 1 of Picnic Magazine for pay-what-you-want, and don't forget to sign the petition to reinstate the Fired Four. ~ Senior Producer: Ozzy Llinas Goodman Logo: Ira M. LeighMusic: Breakmaster CylinderAdditional Music: Blue Dot Sessions
In this episode of The Daily, we break down the record-breaking peak retail season of 2025, which saw tender rejections soar above 13% amidst severe winter storms. We also explore why truckload order lead times continue to rise, hitting a six-year high as shippers adjust their strategies to cope with escalating trade tensions. The discussion turns to a critical regulatory standoff as California faces threats of federal funding cuts and CDL program decertification over improperly issued non-domiciled licenses. This potential "nuclear option" from the FMCSA could ground hundreds of thousands of drivers, creating a massive liability risk for carriers and brokers alike. On the labor front, we analyze a major court ruling where Amazon lost its bid to halt NLRB proceedings, keeping the controversial "joint employer" designation in play for delivery service providers. Meanwhile, in the rail sector, Union Pacific and Norfolk Southern defend their merger application against competitors claiming the nearly 7,000-page filing is incomplete. Finally, we look south at the booming nearshoring trend where Chihuahua has emerged as Mexico's top exporting state driven by advanced manufacturing and electronics. We also discuss how Mexico's new tariffs on Asian imports are aligning with U.S. trade policy to reshape cross-border logistics in 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On Monday, Nov. 24, after more than 1,100 days on strike, Newspaper Guild of Pittsburgh members were cheered on by supporters at a rally in downtown Pittsburgh before returning to work at the Pittsburgh Post-Gazette. Even though strikers have returned to work, however, many issues at the center of the strike are still in legal limbo—and their fight for a fair contract is not over. In this episode of Working People, we speak with three Newspaper Guild of Pittsburgh members—Bob Batz. Jr, Natalie Duleba, and Steve Mellon—about where things stand now, how their lives have changed since returning to work, and what it takes to hold the picket line for over three years. Additional links/info: Pittsburgh Union Progress website Newspaper Guild of Pittsburgh website, Facebook page, and InstagramBob Batz Jr. & Steve Mellon, Pittsburgh Union Progress, “Pittsburgh journalists vote to end country's longest strike and notify the PG they are returning to work”Newspaper Guild of Pittsburgh, “Post-Gazette strikers send company return to work offer”Sara Scire, Nieman Lab, “What newsroom organizers learned from the years-long strike at the Pittsburgh Post-Gazette”Featured Music: Jules Taylor, Working People Theme SongCredits: Audio Post-Production: Alina Nehlich Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-news-podcast--2952221/support.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Follow us on:Bluesky: @therealnews.comFacebook: The Real News NetworkTwitter: @TheRealNewsYouTube: @therealnewsInstagram: @therealnewsnetworkBecome a member and join the Supporters Club for The Real News Podcast today!
In this podcast episode, Dr. Jonathan H. Westover talks with performance management, workplace dynamics, and employer liabilities. Mark F. Kluger practices exclusively in the area of labor and employment law on behalf of employers. For ten years, before founding Kluger Healey, LLC, he was Chairman of the Labor and Employment Department of one of New Jersey's oldest law firms. Mark is a frequent speaker and writer on sexual harassment and discrimination avoidance, workplace diversity, performance management, union avoidance, and a myriad of other employment-related subjects and regularly conducts training sessions for employers on these critical topics. In addition, Mark has extensive experience in counseling employers on issues involving discipline and discharge, reductions in force, mergers and acquisitions, compliance with wage and hour, disability, COBRA, and family and medical leave laws. He regularly drafts all forms of employment policies and handbooks, severance agreements, employment contracts, non-competition and confidentiality agreements, and affirmative action plans. Mark also represents employers in collective bargaining, grievance arbitration, NLRB proceedings, and picket line issues. Mark graduated from Vassar College in 1984 and Cornell University Law School in 1987. He was an Adjunct Professor at Seton Hall Law School from 1991-1996 and served as a member and President of the Board of Education in North Caldwell, New Jersey from 2002-2008. Check out all of the podcasts in the HCI Podcast Network!
Tuesday, December 9th, 2025Today, Alina Habba has surrendered from her position as the interim US Attorney in New Jersey; rumor has it that Donald will fire Kristi Noem this January and replace her with Glenn Youngkin; the boat at the center of the double tap strike was not headed to the United States; Hegseth told Admiral Bradly the passengers were on a kill list; Marjorie Taylor Greene told 60 Minutes that Republicans privately hate Trump but refuses to name names; Donald blasts Congressman Henry Cuellar for not switching parties after he pardoned him; the Supreme Court heard arguments on the President's authority to fire people from multi-member boards like the MSPB and NLRB; a federal judge has blocked the government's access to the Comey emails at the core of their now dismissed indictment; and Allison and Dana deliver and your Good News.Thank You, Helix27% Off Sitewide, when you go to https://HelixSleep.com/dailybeansSubscribe to the MSW YouTube Channel - https://www.youtube.com/@MSWMediaPodsStonewall Inn Brick Awards - https://stonewallinitiative.org/brick-awards-gala-fundraiserStoriesTrump's plans to shatter the bureaucracy have a green light at the Supreme Court | POLITICOBoat at center of double-tap strike controversy was meeting vessel headed to Suriname, admiral told lawmakers | CNNExpert Q&A on the U.S. Boat StrikesSteve Vladeck | SubstackTrump Blasts Henry Cuellar, Democrat Lawmaker, for Not Switching Parties After Pardon | The New York TimesGood Trouble - https://near.tl/sm/ik-ZushRaBrom Jess Craven over at Chop Wood, Carry Water on Substackhttps://chopwoodcarrywaterdailyactions.substack.com/p/chop-wood-carry-water-125-805“Donald Trump and his ballroom architect have parted ways, and Trump has hired a new firm, Shalom Baranes Associates - https://www.sbaranes.com, to do the project.Their email address is inquiries@sbaranes.com”From The Good NewsClaire Reynolds - https://bsky.app/profile/yeehawclaire.bsky.social Separation of Church and Hate Book - https://a.co/d/bp1JkMMLibby - https://libbyapp.com→Please submit your own at https://DailyBeansPod.com - click on ‘Good News and Good Trouble'Our Donation Linkshttps://www.nationalsecuritylaw.org/donate, https://secure.actblue.com/donate/msw-bwc, http://WhistleblowerAid.org/beansJoin Dana and The Daily Beans and support on Giving Tuesdayhttp://onecau.se/_ekes71Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Dr. Allison Gill - https://muellershewrote.substack.com, https://bsky.app/profile/muellershewrote.com, https://instagram.com/muellershewrote, https://twitter.com/MuellerSheWrote, https://www.youtube.com/@MSWMediaPodsDana Goldberg - https://bsky.app/profile/dgcomedy.bsky.social, https://twitter.com/DGComedy, https://www.instagram.com/dgcomedy, https://www.facebook.com/dgcomedy, https://danagoldberg.comMore from MSW Media - https://mswmedia.com/shows, Cleanup On Aisle 45 pod, https://muellershewrote.substack.comReminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.