Happy Good Friday! More Democrat voting fraud, Iran manages to shoot down a couple of planes, more California fraud under Governor Hairgel, Commies gonna commie, Microsoft behaving (and performing) badly, Pakistan’s nefarious actions backfire (yet again), the best rifle for a militia, and a list of bad actors in the job market.
This is Democrat Joel Caldwell of the âCoalition for the Peopleâs Agenda,â a Fulton County ballot-harvesting NGO chiefâcaught on tape admitting it all.
Democrats are stuffing ballot drop boxes with fraudulent votes, and itâs all caught on videotape. He also admits this is how they rigged the 2020 election and why Democrats fight to the death against voter ID.
⢠They pay people to illegally ballot-harvest.
⢠They bribe ballot counters and election officials.
⢠They forge and falsify ballots.
And the Atlanta mayor straight-up stole the election.
He says it all himselfâon tape.
Joel Caldwell:
âThatâs what happened in 2020, âcause thatâs when the ballotsâthey started stuffing them ballots and people stuffing them ballots, and they got videotape of them, but nobody talks about it. Thatâs why Trump was making that big deal about it, because you see it on videotape. Itâs like, come on. We see the man pull up and put a hundred ballots in this box. You know? You canât do that sh*t.
So groups were paying people to do just thatâdrop off ballots.â
He continues: Thatâs why Democrats fight to the death against voter ID laws.
Joel Caldwell:
âThatâs why the Republicans are always trying to fight the ballotâyou know, thatâs the whole argument, because Republicans are the ones who put out that kind of stuff, so they want voter IDs and stuff. Democrats are fighting voter ID laws. Itâs a two-sided thing. Thatâs what theyâre fighting over. Republicans are trying to say, âHey, look, we got proof of this sh*t.â
And the Democrats are like, well, we donât want voter ID laws, and we want to make it where you can just drop your ballot offâonline voting and different things they try to come up with.â
Iran manages to shoot down both an F-15 and an A-10 on the same day. Two of the three downed airmen have already been rescued. It’s worth noting that neither of those planes are remotely stealthy.
Earlier this week, Jose Medina-Medina, an illegal immigrant whom the Biden administration caught and released at the border, murdered Loyola University freshman Sheridan Gorman. Medina-Medina had previously been arrested at least twice in Chicago, yet was released by local authorities, thanks to their sanctuary policies. According to reports, he approached her, raised a gun, and opened fire as she tried to flee. She was pronounced dead at the scene.
The Democratic Partyâs response has been nothing short of horrific.
Snip.
The reaction from Democrats to Gormanâs death has been so despicable that Sen. John Fetterman (D-Pa.) unloaded on his own party over it.
“Why can’t we just talk about that life lost?” Fetterman told Fox Newsâs Bill Hemmer. “Why can’t we just acknowledge that this is serious, serious failure?”
Fetterman also invoked the Laken Riley Act, the legislation requiring the detention and deportation of illegal immigrants who commit crimes. Fetterman was one of only a handful of Democrats to vote for it â a fact he’s clearly not going to let his colleagues forget.
“I think only seven or eight Democrats even voted for [the] Laken Riley [Act],â he said. “Why can’t you just agree that if you’re breaking the law and you’re already here illegally, deport them? I just don’t understand.”
He continued, “Tragedies like what happened to that young woman, they are gonna continue to happen,” he said. “That’s beyond common sense.”
Hemmer pressed him on why Democrats can’t seem to get there, and Fetterman gave an honest, if uncomfortable, answer.
A Just the News investigation has detailed how a wealthy Marxist activist best known for the funding of a global financial network both inside the U.S. and around the world has extensive ties to Chinese Communist Party-linked organizations inside of China.
China-based entrepreneur Neville Roy Singham lives and works in Shanghai, â which the American businessman now calls home â where he runs his network of pro-CCP news sites and other China-linked endeavors. Singham, who sold his ThoughtWorks tech company in 2017, has used the money to fund openly communist endeavors worldwide. Just the News can show that inside of China, Singham and his network collaborate with an array of Chinese propaganda sites, Chinese universities, and other Chinese groups committed to advancing the CCP.
Singham leads and funds a global financial and activist network that operates inside the U.S. and many other countries, and while he rarely grabs the spotlight for himself in public speeches, he did so in November through the Chinese release of a report that sought to denigrate U.S. and Allied Power contributions to WWII.
Helping the CCP and its longtime strongman Xi Jinping to create a “new world order”
Singham admitted during a CCP-backed forum in Shanghai in November that he had written the 174-page report to combat the U.S.-backed âinternational rules-based orderâ â which he called a âlieâ â and to help the CCP and its longtime strongman Xi Jinping achieve a ânew world orderâ more favorable to China. This report and the conference where it was introduced helped expose the extensive CCP-linked network in which Singham is ensconced within China.
Just the News reviewed hundreds of pages of Chinese business documents and U.S. tax records, English and Chinese language news sites, Chinese government websites, and more in an effort to provide the most comprehensive look yet at Singhamâs operations from his perch in Shanghai.
Also: “Singham colludes with CCP to rewrite history of WWII to advance Xi Jinpingâs ‘new world order.'”
The wealthy Marxist businessman behind a sprawling far-left network is collaborating with the Chinese Communist Party to denigrate the Allied actions in World War II in an effort to upend the U.S.-led international system and to advance Chinese leader Xi Jinpingâs ânew world order.â
China-based businessman Neville Roy Singham leads and funds a global financial and activist network that operates inside the U.S. and many other countries, and while he rarely grabs the spotlight for himself in public speeches, he did so in November through the release of a report that denigrates U.S. and Allied Power contributions to WWII.
Singham directly admitted during a CCP-backed forum in Shanghai in November that he had written the 174-page report to combat the U.S.-backed âinternational rules-based orderâ â which he called a âlieâ â and to help the CCP and its longtime strongman Xi achieve a ânew world orderâ more favorable to China.
The wealthy communist activist summed up the crux of his WWII argument thusly: âAs we commemorate the 80th anniversary of the victory in the World Anti-Fascist War (WAFW), the Western powers spin their familiar tale: U.S. industrial might and British resolve saved the world from fascism. This is a lie. The truth burns in the numbers: while the Western powers calculated their economic advantage, the Soviet and Chinese peoples paid in blood. Fascism was defeated not by Anglo-American capital but by socialist leadership and mass heroism â a brilliant strategy from Moscow and Yanâan, unbreakable resilience from workers and peasants who refused to surrender, and a sacrifice that saved humanity from slavery.â
Multiple senior HHS officials estimate that, under Gavin Newsom, California’s state Medicaid program has lost 25 percent of its budget to fraud. This would mean it is currently losing $50 billion a year to scammers, fraudsters, and organized crime rings.
Snip.
We conducted interviews with public officials, fraud experts, and political figures, and reviewed hundreds of pages of government reports, state audits, criminal indictments, and other public records on California fraud. From unemployment insurance and Medicaid to failed homeless initiatives and welfare programs, seemingly every state program has been compromised by criminals. The best estimates suggest that, on the governor’s watch, fraudsters, scammers, and organized crime rings have stolen at least $180 billion from taxpayers.
In this firehose torrent of news, less attention than is proper has been paid to the fact that we’re finally going back to the moon. Or, technically, around it, since they’re doing the figure flyby of the dark side. They’re already halfway there…
Though the mainstream media will undoubtedly portray them as âmostly peaceful,â much of what we saw at the âNo Kingsâ protests Saturday was anything but, whether through actions or symbols used during the demonstrations.
Weâll start off with New York City, where the Communist flags were in full effect:
BREAKING: Leftists in NYC chant âThere is only one solution, Communist revolutionâ at the No Kings rally.
Communist flags at the NYC âNo Kingsâ protest pic.twitter.com/bIh2UiwkDI
â NJEG Media (@NJEGmedia) March 28, 2026
Snip.
Meanwhile, in Minnesota, Gov. Tim Walz (D) was pledging solidarity with the Somali community:
âWe will never leave the side of our Somali Minnesotans. Hereâs our pledge to you, our Somali Minnesotans, your grandchildren will still be here when that orange clown is in the dustbin of history.â
I guess its too much to ask a Democrat governor to stand with actual Americans. Plus rioting in Denver.
Earlier this week the U.S. Supreme Court heard oral argument in a case challenging a Mississippi statute allowing mail-in ballot received up to five days after Election Day to be counted.
The law appears to defy three federal laws that require that federal elections be held the first Tuesday after the first Monday of November. The question is what did Congress mean by Election Day. Was it a day, five days later, a month later. Does Election Day mean election season.
The 5th Circuit ruled against Mississippi, which brought the case to SCOTUS. It could have profound impact on Democratsâ mail-in ballot strategy if ballots must be received by election official by Election Day.
I discussed the case and oral argument, plus redistricting and the Equal Protection Projects challenge to discriminatory NY State education practices, with Jesse Kelly, who tweeted out the portion regarding NY State: “It appears Kathy Hochul is defying the Supreme Court.”
Pam Bondi is out as attorney general, President Trump announced Thursday, and Deputy Attorney General Todd Blanche will serve as acting attorney general.
âPam Bondi is a Great American Patriot and a loyal friend, who faithfully served as my Attorney General over the past year,â Trump said in a statement on Truth Social. âPam did a tremendous job overseeing a massive crackdown in Crime across our Country, with Murders plummeting to their lowest level since 1900.â
âWe love Pam, and she will be transitioning to a much needed and important new job in the private sector, to be announced at a date in the near future, and our Deputy Attorney General, and a very talented and respected Legal Mind, Todd Blanche, will step in to serve as Acting Attorney General,â he added.
The announcement came just one day after Bondi was at the White House to attend Trumpâs address to the nation on the Iran war. She had also accompanied Trump to the Supreme Court to watch oral arguments in a birthright citizenship case.
The handling of the Epstein files and the lack of progress on indicting anti-Trump conspirators like James Comey were suggested as reasons for Trump letting her go.
Target has gone from pushing the radical transsexual agenda to being boycotted by Randi Weingarten for not condemning ICE. I haven’t shopped there once since they started boosting the tranny agenda, but maybe it’s time to go back again…
Pakistani is enjoying a nice, rich dinner of blowback.
For decades, the Islamabad establishment has played a dangerous game, nurturing the Taliban as a strategic depth agent against India. Today, this plan backfires, and the resulting explosion of violence threatens to send a fresh wave of illegal immigration toward the already strained borders of the European Union.
The âopen warâ declared by Defence Minister Khawaja Asif marks the end of a thirty-year illusion. The apprentice has not only left the master. He has now turned openly against him. The March 16 strike on Kabul was the moment masks fell. When Pakistani warplanes hammered a rehabilitation centre in the heart of the Afghan capital, the âIslamic brotherhoodâ of the two neighbours officially ceased to be.
Islamabad claims it is hunting the TTP â the Pakistani Taliban who find sanctuary under the wings of their Afghan cousins. Kabul denies it. The result is a cycle of diplomacy-in-name-only, where the only language spoken is the language of the air strike, the AK-47 and the suicide vest. This is the reality of the post-American vacuum.
Critics of the Biden presidency, watching from America and Europe, see the vindication of their most cynical instincts. They warned that the vacuum left by the 2021 withdrawal would be filled by chaos. They were right. Just look at Bagram Airfield. It once was the crown jewel of American power. It has now become a trophy in a war between two states the West can no longer control.
While the worldâs eyes are fixed on the Iranian plateau, South Asia is burning. The regionâs most volatile border is no longer Kashmir. It is the frontier where the Talibanâs jihadist agenda meets Pakistani nuclear-armed desperation. How safe is the world when a nuclear power goes to war with a ghost? The answer is terrifying. Pakistanâs military capacity dwarfs that of the Taliban, yet the Taliban have time, resolve and a complete lack of accountability.
While the Pakistani economy teeters and its domestic security implodes with a second insurgency front up against Baloch separatists in the south, the Afghan Taliban are playing the long game. They see a Pakistan that is overextended and a West that is exhausted. They are not interested in ceasefires brokered by Qatar or Turkey. They are interested in survival and the expansion of their ideological reach.
Almost nobody talks about it, but we are witnessing the âGaza-ficationâ of the Durand Line. The same knowhow of displacement and grazing the land is being applied to the tribal areas. Millions of thousands of people have already been displaced. But the humanitarian cost is only a footnote in a larger, more brutal calculation.
For Islamabad, this is an existential fight against the TTP thorn in its side. For Kabul, it is about defending the sovereignty they fought for twenty years to reclaim. Neither side can afford to blink. The light of the old order is fading. The era where the Pakistani military could manage Afghanistan like a colonial fiefdom is over. The trust is dead.
Trumpâs âAmerica Firstâ doctrine means that if Pakistan wants to fight this war, it will do so without a blank check from the Pentagon. The bitter truth for the region is that old security guarantees are gone. We are entering an era of fluidity, where borders are written in fire. The âspecial relationshipâ between Islamabad and Kabul has become hatred. The Taliban have proven they can survive an American occupation. Surviving Pakistanâs aggression should not be that hard.
And then there are all of those “refugees” Euroelites seem bound and determined to import. (Hat tip: Director Blue.)
The attack involved a sophisticated mix of long-range unmanned systems, likely between eight and fifteen primary strike drones supported by smaller decoys designed to saturate Russian air defenses. These drones traveled approximately one thousand kilometers from Ukrainian territory, penetrating deep into Russian airspace and reaching the Gulf of Finland near the Estonian border. Evidence suggests the use of fixed-wing kamikaze drones optimized for endurance and precision. Ukrainians also utilized small prop-planes modified to fly as unmanned aircraft, mounting droppable Fab bombs on the bottom, which could be dropped on target, in addition to the craft being used as a kamikaze platform.
Also:
Ukraine has delivered a decisive strategic blow just as Russia expected to capitalize on soaring oil prices driven by the Iran war, but got its export system crippled instead. With unimaginable 40% of its oil export capacity wiped out, ports burning for days, and follow-up strikes continuing, the question is no longer whether Russia can recover quickly, but whether Ukraine will strike again before Russia has the chance to do so.
After over four years of war, Ukraineâs military says itâs testing an exoskeleton in the field that can help soldiers more easily load artillery and run at speeds of up to 12 mph over sustained periods. The tests would mark one of the first known examples of exoskeletons used on the front lines of an active military operation.
A Facebook video shared late last week by Ukraineâs 7th Air Assault Corps shows a handful of soldiers putting on the device while inside of a muddy artillery trench. The device itself wraps around a soldierâs waist and legs and is supported by a back brace. The military claims that it can reduce overall load on leg muscles by 30 percent. In practice, that means the devices should make it easier for soldiers to pick up and load heavy artillery rounds. Each round can weigh upwards of 100 pounds, depending on the particular caliber used. Since a soldier on the battlefield may load several dozen of those runs every day, all of that weight adds up and can increase the odds of injury or fatigue.
Not quite Heinlein’s powered armor, but we’re getting there…
Paxtonâs office has now proposed detailed rules to implement the statute. The proposal was submitted to the Secretary of State on March 16 and published in the Texas Register on March 27, triggering a public comment period before the rules can be finalized.
The draft rules flesh out how SB 17 will work in practice, with the Office of the Attorney General as the central enforcement hub for the ban.
One of the most significant features is a new duty to report suspected violations.
Under the proposal, anyone involved in facilitating a real estate transactionâsuch as mortgage lenders, title insurance companies, property insurers, appraisers, and licensed real estate professionalsâwould be required to report any suspected SB 17 violations to the attorney general.
Complaints would have to be submitted either through an online complaint form on the OAGâs website or by mail to a designated address. Failure to report may subject entities to enforcement action once the rules are in place, potentially deputizing the real estate industry to help police foreign adversary land deals.
The rules would also place a tight lid on information that reaches Paxtonâs office.
All complaints, civil investigative demands, and related materials submitted to or issued by the OAG would be treated as confidential and not subject to public disclosure, except when disclosure is required by law. That means Texans may see enforcement actions and lawsuits, but not necessarily the complaints and background investigation files that triggered them.
Wither Canada? “The 177,000 signature threshold has now been passed, officially clearing the requirement for an Alberta independence referendum on October 19th.”
John Cleese: “The British do not like the kind of diversity that intends to take over Britain and kill any infidel who does not convert to Islam.”
Weirdly, Microsoft is also saying that “Microsoft says Copilot is for entertainment purposes only, not serious use â firm pushing AI hard to consumers and businesses tells users not to rely on it for important advice.” Which is ironic, since right now its website touts Copilot as “AI built for work.”
Stephen Green: And the first piece of software to break on the moon mission? Microsoft Outlook.
And speaking of Microsoft woes, “Microsoft closes worst quarter on Wall Street since 2008 on AI concerns.”
Speaking of bad actors in the job market: “Outrage as Oracle makes thousands of foreign-worker requests amid layoff bloodbath.”
As thousands of Oracle employees awoke on Tuesday to an email informing them they were being laid off, the workers likely didnât know the tech company had been busy trying to hire foreign staff.
According to U.S. Citizenship and Immigration Services data, Oracle filed for roughly 3,126 petitions to employ H-1B workers in fiscal years 2025 and 2026. Employers must submit the paperwork when seeking to hire foreign workers in specialty occupations like technology. Some 436 of those petitions were filed this year alone.
Amazon, which in January said it would axe 16,000 corporate employees, has filed for some 2,675 H-1B petitions during the same two-year fiscal period. That came on top of news in October that the retail giant was axing 14,000 corporate workers.
What’s the best gun for a militia? No surprise that three different gun experts (including Ian McCollum) all pick the AK-47.
Critical Drinker finally watches Mr. Inbetween, and really likes it. It’s been on my radar for a while, but there doesn’t seem to be a US DVD or Blu-Ray release of it, and I don’t have any streaming service.Â
Megacorporations are telling businesses that their AI offerings are good enough to run vital company functions. The problem is, those AIs are still screwing up, and frequently in ways humans wouldn’t screw up. That’s what Amazon found out when they tried to eat their own dogfood, putting their AI in charge of Amazon Web Services. It didn’t go well.
Are AI tools reliable enough to be used at in commercial settings? If so, should they be given âautonomyâ to make decisions? These are the questions being raised after at least two internet outages at Amazonâs cloud division were allegedly caused by blundering AI agents, according to new reporting from the Financial Times.
In one incident in December, engineers at Amazon Web Services allowed its in-house Kiro âagenticâ coding tool to make changes that sparked a 13-hour disruption, according to four sources familiar with the matter. The AI, ill-fatedly, had decided to âdelete and recreate the environment,â the sources said.
When something is “in the cloud,” that means it’s sitting on someone else’s computer. More specifically, it’s probably running as a containerized instance on any of a number of other CPU and storage pools being run under a hypervisor to scale up or scale down resources as demand requires. This allows efficient use of those resources, and it’s made AWS Amazon’s most profitable business. And most of the time AWS works pretty well.
Amazon employees claimed that this was not the first service disruption involving an AI tool.
âWeâve already seen at least two production outages [in the past few months],â one senior AWS employee told the FT. âThe engineers let the AI [agent] resolve an issue without intervention. The outages were small but entirely foreseeable.â
AWS launched its in-house coding assistant, Kiro, in July. The company describes the tool as an âautonomousâ agent that can help deliver projects âfrom concept to production.â Another AI coding assistant developed by Amazon, described as an AI assistant, was involved in the earlier outage.
The employees said the AI tools were treated as an extension of an operator and given operator-level permissions. In both of the outages, the engineers didnât require a second personâs approval before finalizing the changes, going against typical protocol.
In a statement to the FT, Amazon claimed the outage was an âextremely limited eventâ that affected only one service in parts of China.
I’m not sure I was aware AWS operated in China, but I guess I’m not surprised. Is it too much to ask that the China data centers are adequately segmented and firewalled from the American data centers?
Moreover, it was a âcoincidence that AI tools were involvedâ and that âthe same issue could occur with any developer tool or manual action,â it said.
Except usually code changes are usually run through rigorous testing in a continuous integration/continuous deployment pipeline, and then deployed to a test server for performance and regression testing. It’s not clear that was done here.
It also claimed that its Kiro AI ârequests authorisation before taking any action,â but that the engineer involved in the December outage had more permissions than usual, calling this a âuser access control issue, not an AI autonomy issue.â
âIn both instances, this was user error, not AI error,â Amazon insisted.
True, in the sense that an Amazon engineer evidently allowed an AI to alter production code.
The company also claimed that it had not seen evidence that mistakes were more common with AI tools. To which we retort: is Amazon living under a rock? While AI and its foray into commercial applications remain nascent, thereâs no shortage of evidence showing that the tools are prone to malfunctioning. Their proclivity for producing hallucinations, or instances in which they fabricate facts, is well documented. So are their weak guardrails. Even some of Amazonâs own employees are reluctant to use AI tools because of the risk of error, they told the FT.
Veteran programmers are finding that AI coding assistants consistently spit out botched code, with several studies showing that the frequent double and triple-checking the questionable outputs require in reality slow down software engineers, even though the AI, on a surface level, may be producing the code faster. The rise of âvibe codingâ with AI has resulted in numerous blunders in which an agentic AI makes decisions that its owners didnât intend.
Of course, it would not be much of a ringing endorsement if tech companies werenât using the AI tools they claim will supercharge productivity in their own operations, and theyâve been more than willing to get high on their own supplies. Both Microsoft and Google boast that over a quarter of their code is now written with AI. Engineers at Anthropic and OpenAI have suggested that nearly 100 percent of their code is AI written.
This does not inspire me with confidence. Let’s pull out the relevant XKCD comic again:
The only reason the modern technological world works is that someone, somewhere understands at a deep level how each of those boxes work, and can fix it if something goes wrong. And for Open Source software, the source code for those boxes is available somewhere other people can look at it and understand it.
When you start replacing the code in some of those boxes with AI-generated code, you start losing the knowledge of how everything works and why. Maybe the AI is producing clear, well-documented code, but you can’t count on it. And the AI doesn’t understand code the way a human does, because and AI doesn’t understand anything in the way we mean it, it’s running on artificially evolved heuristics that have performed well designing things to pass documented test cases, but which have zero frameworks for handling unanticipated exceptions. And when it breaks, there’s no guarantee a human will understand how and why it broke.
And given competitive time-to-market pressures, you can be sure companies will increasingly ship AI code without adequate safeguards or sufficient testing because their service is down hard and the latest code fixes the last AI bug, so they’ll end up rolling the fix straight to production, and something in the fix will be an even more disasterous bug none of the test cases caught and everything will come tumbling down.
And if you do that with enough of those little boxes of digital infrastructure, the entire underpinings of modern online life may come tumbling down with it. And you can’t find people to fix it because you laid them off last year and replaced them with AI.
The problem with eating your own dog food is that sometimes it can be lousy, especially if you have no idea what went into it…
Microsoft’s AI CEO is joining a chorus of executives who say they anticipate widespread job automation driven by artificial intelligence.
Mustafa Suleyman, the Microsoft AI chief, said in an interview with the Financial Times that he predicts most, if not every, task in white-collar fields will be automated by AI within the next year or year and a half.
“I think that we’re going to have a human-level performance on most, if not all, professional tasks,” Suleyman said in the interview that was published Wednesday. “So white-collar work, where you’re sitting down at a computer, either being a lawyer or an accountant or a project manager or a marketing person â most of those tasks will be fully automated by an AI within the next 12 to 18 months.”
The CEO said the trend is already observable in software engineering, in which employees are using “AI-assisted coding for the vast majority of their code production.”
“It’s a quite different relationship to the technology, and that’s happened in the last six months,” he said.
I really, really doubt that. AI has been able to do surprisingly well on a number of programming tasks mainly because it was created by programmers. It’s no wonder that it should be good at something like, say, creating a program to ingest JSON REST data into an SQL database. But the further you get from technical domains, the further you’re getting from people who can correct the AI when it gets things wrong.
Not every white collar employee is absolutely necessary, but as a class they possess the vital wells of institutional knowledge that lie beyond the datasets AI have been trained on. They also understand exception handling, knowing what to do when things go wrong. AI systems generally do poorly when faced with input combinations they’ve never seen before, which is why you have those videos of dozens of Waymo taxis blocking roads in clumps.
Also, given how zealously IT teams work to secure company data, are they really going to just blithely set AIs loose in their databases? Especially when their jobs may be among the ones target for elimination? Especially when AI is still prone to notorious hallucinations?
There are places where where AI might replace experts, namely those that use wide but highly structured datasets for narrow decision points, like some areas of regulatory law. But are decision makers really going to remove the ability to blame underlings for mistakes? “Sure we lost $100 million, but the AI told me it was OK!” is probably not going to wash as an adequate ass-covering maneuver. And, as I noted before, who is going to put an AI in charge of Accounts Payable when a single glitch could drain your entire bank account?
Plus there are entire classes of white collar jobs (sales comes to mind) where I don’t see AI making any headway replacing the fleshy incumbents.
Second, even where AI might effectively replace some humans, I don’t see companies letting Microsoft AIs in the front door. Copilot is a product people hate so much that current users won’t even turn it on even though they’re getting it free. Maybe Microsoft will make money getting in the back door via investments in OpenAI and Anthropic, but I doubt that’s going to reflect glory on Mustafa Suleyman.
But finally, let’s assume that his prediction is true and that most white collar jobs will be automated out of existence in the next 18 months. Just how does Microsoft expect to profit in the inevitable widespread economic collapse? If you think New York City’s trajectory is dire under Mandami now, how much direr is it going to get when vast swathes of people who pay the most taxes (and buy the most stocks) lose their income almost overnight? The subprime meltdown will look like a cakewalk in comparison when everyone starts selling their investment holdings just to pay for food and rent.
And if it’s known that the big AI companies are the direct causes of their immediate penury, how are such grandees going to protect themselves from the fury of the newly unemployed mobs? There were probably just a few thousand of Ned Ludd’s boys smashing mill machinery in early 19th century England. If Suleyman’s prediction came to pass, there would be what, 30 or 40 million people hurled into unemployment at the same time? In that sort of environment, thousands of Luigi Mangiones would bloom. And if it’s a global phenomena, neither the French Riviera nor Davos will be safe from the fury of the mobs. And that’s assuming congress doesn’t step in with something like the Execute Mustafa Suleyma Live On National Television Act.
So I’m reasonably certain that Suleyman’s prophecy will not come to pass. (Wait, a Microsoft CEO’s predictions turning out to be wrong? What are the odds?)
And anyway, if his prediction does have a chance of coming true, the best move isn’t investing in Microsoft, it’s investing in canned goods and ammunition…
A bunch of AI-related news has popped up this week, so let’s do a roundup.
Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough:
Asianometry notes that TSMC’s caution at expanding is amply justified by the boom-and-bust nature of the semiconductor industry:
“I’m hearing many similar views in the Silicon Valley Borg that TSMC is the break or limiter on the AI boom, as if they’re the reason why we don’t have AGI yet. Because they didn’t and still don’t believe.”
“If we can ever say that a company that spent $41 billion on capital expenditure in 2025, with another $53 to $56 billion in 2026 planned, is sitting on its hands, doing nothing.”
“TSMC having 90% share of the AI chip market looks pretty unhealthy. That should go down and it will. Samsung seems to be doing well so far.”
“The cold, hard reality is that shortages are a fact of life in semiconductors, as are horrific gluts.”
“What we are flippantly labeling as TSMC we really mean is the AI supply chain. And that supply chain is as complicated as you can possibly imagine. Like an iceberg, it looks big enough on the surface of the water, but goes way far deeper underneath. TSMC has thousands of suppliers in two categories: Equipment like the famed ASML lithography tools and materials like photoresist, silicon wafers, acid etch gases and so on. These are not generalized tools and materials. They are not fungeible like AWS compute units.”
“And then there are the memory guys. You cannot ship an AI system without memory. DRAM and NAND. Nvidia’s AI chips use a special form of DRAM called high bandwidth memory, and they use quite a lot of it. The memory industry is just as consolidated as the logic industry, with the major players being Samsung, SK Hynix and Micron.”
“The chip guys are last to know when the party is getting started, but first they get batoned in the face when the police shut things down.”
He points out that semiconductor manufacturers have log supply chains. He uses a different metaphor (the beer distribution game, or a bullwhip), but back when I was working at Applied Materials, it was described as trains linked together with slinkys. First software takes off, then hardware gets yanked along, then the chip manufacturers get yanked, and then, finally, semiconductor equipment manufacturers get yanked into motion, and shortly after that happens, the bust hits the front of the train, and the trailing cars all crash into each other. It’s a regular boom/bust cycle.
“From 1961 to 2006, electronics consumption in the United States grew positively but with wild volatility swings between 0 to 20%. But for the semiconductor makers, that translates to swings anywhere from 20% to 40%. And for the equipment makers, it is amplified even more, plus or minus 60%. The whip hits particularly hard in the semiconductor industry because of the industry’s long lead times. It takes 4.5 months to fabricate and package a chip. It takes 18 months to 2 years to build a fab. Meaning from shovels down to producing chips, and it takes 12 to 18 months to produce and install something like an EUV machine into the fab. Another 6 months before that machine actually starts patterning wafers.”
“Long lead times mean having to make very long demand forecasts, which leads to extreme volatility swings during up and downturns even if those up or downturns are relatively small.” People forget that in 1998, during the time we now think of as the DotCom Boom, there was a small semiconductor downturn that had Applied Materials forcing employees to take unpaid leave.
“ASML just reported 2025 earnings, and we see the bullwhip in full effect. TSMC raised capital expenditure 35% but ASML announced âŹ13.2 billion of net new bookings. Analysts had expected just âŹ6.32 billion. This is because ASML collected orders not just from TSMC, but also Samsung, Intel and the memory guys. When it rains it pours, right? Again, this is why I fear that another AI foundry would not mean our compute shortage is solved, because ultimately, when those foundries start scaling their capacity, they all go to the same suppliers.”
He goes over how car manufacturers cancelled orders during Flu Manchu, and then scrambled when the economy took off afterwards. “TSMC was trying to discern between double booked orders and real demand, which is not an uncommon experience for them. Customers lie about their own demand all the time, or at least we can say that they are eternally optimistic. TSMC tried to respond in 2022. The Taiwanese giant poured $36 billion into capital expenditure. They went to their suppliers and pushed like no tomorrow.”
“It turned out those customers really were double booking orders and artificially inflating demand. When the macro environment turned in 2022, the automotive, smartphone, and PC chips that were so hot during the COVID era fell out of vogue and customers started cutting orders.”
“Meanwhile, deeper down in the supply chain, TSMC and the rest of the semiconductor industry were getting bullwhipped by COVID hangover. Utilization at TSMC’s multi-billion dollar N7 fabs crashed, Semi analysis wrote in April 2023. Now, Semi analysis data indicates that the 7nm utilization rates were below 70% in Q1. Furthermore, Q2 gets even worse with 7nm utilization rates falling to below 60%. This is primarily due to weakness in both smartphones and PCs, but there is a broader weakness in most segments. A fab’s break even utilization rates are about 60% to 70%. So those N7 Taichung fabs were taking financial losses potentially on the order of hundreds of millions, maybe even billions. The financial burdens of low utilization are another reason why I’m skeptical another AI foundry could have rushed into the AI chip fray to save the day.”
He says that Intel incurred losses during this period due to an unnecessary fab expansion, which is probably true, but that was a secondary factor next to their longer running problem of getting their process wrong.
“ChatGPT was released in November 2022, and that kicked off a massive increase in capex amongst the hyperscalers in particular, but it sure seems like TSMC didn’t buy the hype. That lack of increased investment earlier this decade is why there is a shortage today and is why TSMC has been a de facto break on the AI buildout/bubble.”
“I recall news in mid 2024 of TSMC struggling with CoWoS capacity bottlenecks and yield problems, including one design issue that caused cracks in the Nvidia chips packaging.” CoWoS is Chip on Wafer on Substrate, which involves fabbing an interposer as a substrate for faster connections between your processing chips and memory.
“I also recall news in late 2024 noting how the vendors in charge of making the server racks for Nvidia’s Blackwell servers struggled with overheating, liquid cooling leaks, software bugs, and connectivity issues. Such technical difficulties delayed server deployment until early to mid 2025, creating a weird situation for several months where TSMC was pumping out chips that just went into storage. So that gated things, because you don’t scale until you first fix the technical problems.”
Then there’s the power-scaling issue, which is a whole ‘nuther can of worms.
There’s a lot of talk about a SaaSpocalypse going on thanks to a new AI tool. (SaaS is “Software as a Service.” Instead of hosting your own payroll or sales-tracking or whatever servers, you hire a company that already has cloud software setup to do it and you just tie into that, which can considerably reduce startup costs. A whole lot of successful new tech companies over the last decade plus have been SaaS companies.)
The software sector was jolted overnight with what analysts are calling a âSaaSpocalypseâ â a sudden and severe selloff triggered by new artificial intelligence tools unveiled by US AI startup Anthropic. The episode has sharpened investor fears that AI is no longer merely helping software companies but may now begin replacing them.
Anthropic has expanded its enterprise AI platform, Claude Cowork, by launching 11 new plugins aimed at automating a wide range of professional tasks. Claude Cowork is an agentic, no-code AI assistant built for corporate users, allowing companies to automate workflows without writing software. The new plugins are designed to handle tasks across legal, sales, marketing and data analysis functions. The most recent addition is Anthropicâs Claude Legal agent, which can perform routine legal work such as document and contract review, and compliance checks.
Anthropic has said that the tool does not provide legal advice and that all AI-generated outputs must be reviewed by licensed attorneys. Even so, the breadth of automation signals a step change in how much white-collar work AI systems can now perform.
Productivity â Manage tasks, calendars, daily workflows, and personal context
Enterprise search â Find information across your company’s tools and docs
Plugin Create/Customize â Create and customize new plugins from scratch
Sales â Research prospects, prep deals, and follow your sales process
Finance â Analyze financials, build models, and track key metrics
Data â Query, visualize, and interpret datasets
Legal â Review documents, flag risks, and track compliance
Marketing â Draft content, plan campaigns, and manage launches
Customer support â Triage issues, draft responses, and surface solutions
Product management â Write specs, prioritize roadmaps, and track progress
Biology research â Search literature, analyze results, and plan experiments
A lot of those are already automated elsewhere, but I suspect a lot accountants and paralegals just felt a goose strut across their grave. On the other hand, who is really going to turn over, say, Accounts Payable to an AI? One glitch, and your entire bank account is drained…
If it works (a big if, give so many AIs are prone to hallucinations), this is potentially good news for Anthropic and the companies using their tools, and bad for SaaS companies and the employees currently doing those jobs.
I note there’s no plugin for technical writing…yet.
And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products.
Weâre seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.â
Remember how Nvidia was going to invest $100 billion in OpenAI? Yeah, not so much.
In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAIâs AI infrastructure. At the time, the companies said they expected to finalize details âin the coming weeks.â Five months later, no deal has closed, Nvidiaâs CEO now says the $100 billion figure was ânever a commitment,â and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.
Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAIâs Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codexâs performance limitations to Nvidiaâs GPU-based hardware.
After the Reuters story published and Nvidiaâs stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: âWe love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I donât get where all this insanity is coming from.â
Microsoftâs Copilot chatbot has become central to its artificial-intelligence strategy as the companyâs close partnership with OpenAI diminishes. But the effort to build it up as a ChatGPT alternative has been tough going.
Confusing brand positioning and interoperability problems have frustrated users, current and former employees who have worked on Microsoftâs AI products said.
Interoperability problems? With a Microsoft product?
Only a small proportion of subscribers to Microsoftâs enterprise suite use Copilot, and the percentage who favor it over Googleâs Gemini or other tools has decreased in recent months, according to data reviewed by the Journal.
The stakes are high for Microsoft because Copilot is core to a push by Chief Executive Satya Nadella to transform Microsoft into an AI-first company, much as he transformed it into a cloud-first company around a decade ago. Copilot is one of Nadellaâs top priorities, current and former executives said.
Microsoft shares tumbled after its earnings report last week sparked investor concern that growth in its most important unit, the Azure cloud-computing business, is slowing, and that its AI business is reliant on OpenAI while Copilot remains unproven. Shares fell nearly 3% Tuesday amid a slide in software stocks prompted by fresh concerns that AI tools will make enterprise subscriptions less necessary.
For other AI companies, we merely suspect they’re evil. For Microsoft (and Google), we already know they’re evil…
Following hot on the heels of Thanksgiving travel and the final push to put out a new Lame Excuse Books catalog next week, this is going to be a somewhat briefer LinkSwarm.
This week: The Supreme Court greenlights the Texas redistricting map, a whole lot of support behind Trump Accounts, more Tim Walz corruption in Minnesota, the January 6 pipeline bomber turns out to be a black anti-Trump radical, more Ukrainian missile and drone strikes on Russian infrastructure, another pedo teacher exposed, Netflix buys Warner Brothers, and a tsunami of horrifying sequels barrels towards movie screens. It’s the Friday LinkSwarm!
Texasâ newly redistricted congressional map will remain in effect for the 2026 primary after the U.S. Supreme Court on Thursday approved a stay of a lower court panelâs ruling against the new lines.
The State of Texas had applied for a stay of that ruling by the El Paso-based federal judicial panel that came down last month, which declared that legislators illegally considered racial factors in the redraw. The Office of the Attorney General (OAG) then appealed that ruling to the U.S. Supreme Court, citing many of the fiery arguments made by the panelâs lone dissenter, Judge Jerry Smith.
Before Thanksgiving, Justice Samuel Alito issued a temporary stay of the ruling, pending further consideration by the full court.
Now that stay has been made permanent, pending a full appeal later on, in a 6 to 3 ruling by the court along ideological lines. Justices Samuel Alito, Clarence Thomas, and Neil Gorsuch penned a concurring opinion.
âFirst, the dissent does not disputeâbecause it is indisputableâthat the impetus for the adoption of the Texas map (like the map subsequently adopted in California) was partisan advantage pure and simple,â the trio wrote.
âThus, when the asserted reason for a map is political, it is critical for challengers to produce an alternative map that serves the Stateâs allegedly partisan aim just as well as the map the State adopted. Id., at 34; Easley v. Cromartie, 532 U. S. 234, 258 (2001). Although respondentsâ experts could have easily produced such a map if that were possible, they did not, giving rise to a strong inference that the Stateâs map was indeed based on partisanship, not race.â
They concluded, âNeither the duration of the District Courtâs hearing nor the length of its majority opinion provides an excuse for failing to apply the correct legal standards as set out clearly in our case law.â
Justices Elena Kagan, Sonia Sotomayor, and Ketanji Brown Jackson dissented.
The one-party rule of ‘Democratic Kings’ in Maryland continues to reveal an optically displeasing truth about these leftist activists masquerading as competent politicians, who are anything but, and their epic mismanagement of state finances has only occurred because of limited oversight into their radical agendas.
Fox Baltimore reports that a state legislative audit uncovered major concerns about the oversight of billions of dollars spent by Democratic Gov. Wes Moore and his rudderless leftist allies in Annapolis, who champion everything from failed climate-crisis policies to wokeism to gender identity agendas to social justice and criminal justice reforms, as well as protecting illegal aliens (new voter base) – this is anything but ‘Maryland First’…
“Most recently, a state audit revealed 42 state offices spent a total of $8.5 billion last year with minimal oversight. That audit came on the heels of a State Highway Administration audit detailing $360 million in unauthorized spending for federal projects, and a separate Social Services Administration audit revealing a lack of protections for foster care children in Maryland,” Fox Baltimore wrote in a report.
Taxpayers Protection Alliance president David Williams told Fox Baltimore journalist Jeff Abell, “It’s a problem that almost $9 billion is going to these entities and we just don’t know where the money is going.”
Williams expressed serious concerns over the findings, pointing out, “This is supposed to be a system of checks and balances. We know the checks have gone out but there are no balances to be sure the money is being spent wisely.”
He called for increased oversight, saying, “If you’re receiving taxpayer money, there has to be full accountability, and this is billions of dollars we’re talking about.”
The lack of oversight in Maryland comes as no surprise, given that the state suffers from a disastrous one-party rule of far-left Democrats who care more about upholding the globalist framework of climate-crisis and illegal alien policies.
Moore’s photo next to dark-money-funded NGO emperor Alex Soros makes it all the more clear why he and Maryland Democrats operate with a globalist framework in the first place.
The result of one-party rule has been a ballooning deficit, soaring taxes, a credit rating downgrade, and a continued large-scale exodus of residents fleeing to red states as Maryland quickly loses its charm and is on track to transform into the next “Illinois 2.0.” On top of the financial failures, power grid mismanagement has collided with surging data center demand, sending power bills through the roof.
It’s not a mystery where it went. It disappeared into the pockets of radical leftwing activists and NGOs.
An unlikely bipartisan Senate duo is spearheading a push for employers to donate to the new âTrump accountsâ created under the GOPâs âbig, beautifulâ reconciliation package last summer.
Sens. Ted Cruz, R-Texas, and Cory Booker, D-N.J., teamed up on a letter sent to Fortune 1000 CEOs on Monday encouraging their companies to contribute to the new investment accounts created for young children. Dell CEO Michael Dell and his wife, Susan, pledged a $6.25 billion donation to the accounts Tuesday that earned them a White House appearance with President Donald Trump.
The savings accounts, which are funded with after-tax contributions, were dubbed âTrump accountsâ under the budget reconciliation law. The government will contribute $1,000 to the accounts for babies born this year through the end of Trumpâs term.
The Congressional Budget Office estimated that the provision would cost $15 billion over 10 years. The Dell donation would expand the program to reach children who wouldnât qualify for the federal contribution.
âThese tax-advantaged accounts ensure that every American child is an immediate shareholder in Americaâs largest companies and will experience the miracle of compound growth through their lifetime,â Cruz and Booker wrote in their letter seeking corporate contributions.
Texas Lt. Governor Dan Patrick “Backs Trumpâs Baby Investment Plan, Wants To Double It in Texas. Under the proposal, Texas newborns would receive an additional $1,000 from the state treasury at birth.”
Lt. Gov. Dan Patrick says Texas should create its own version of President Donald Trumpâs new child investment accounts, announcing that the state should provide every Texas newborn with an additional $1,000 in publicly funded, long-term savings beginning in 2027.
The initiative mirrors and expands upon the federal Trump Accounts program created under the One Big Beautiful Bill Act of 2025, which seeds every American newbornâs account with $1,000 that cannot be accessed until adulthood and grows through investment in a broad U.S. stock-market index. The accounts are intended to accumulate wealth from birth and teach families and children long-term financial planning.
In a post on X, Patrick said he âlovesâ Trumpâs idea to invest $1,000 at birth that âcannot be spent until age 18 and must be used for education or other qualifying expenses,â and he applauded Texans Michael and Susan Dell for contributing $6.25 billion to help launch the federal program.
âIf I see a great idea from the President that helps Texans, my first question is always, âwhy not do it in Texas, too?ââ wrote Patrick.
He noted that about 400,000 babies are born each year in Texas and said that one of his top priorities for the 2027 legislative session will be passing what he calls the âNew Little Texan Savings Fund.â Under the proposal, Texas newborns would receive an additional $1,000 from the state treasury at birth, invested in the S&P 500 in alignment with the federal program. Combined with Trump Accounts, Patrick says Texas children would receive a total of $2,000 in initial investment capital, not including voluntary family contributions.
U.S. Transportation Secretary Sean Duffy says heâll withhold $30.4 million from Minnesota, after a review found nearly one-third of driverâs licenses in the state were issued illegally.
In a letter on Monday, Duffy warned Minnesota officials that more than $30 million in federal highway funds may be withheld unless the state revokes any commercial driverâs licenses (CDLs) that should not have been issued and addresses deficiencies in the stateâs commercial driverâs license program.
According to KTSP TV, Secretary Duffy alleged that one-third of Minnesotaâs non-domiciled CDLs reviewed by the Federal Motor Carrier Safety Administration (FMCSA) were issued illegally.
Minnesota will have 30 days to revoke the illegally-issued licenses or face the loss of funding.
Secretary Duffy noted that, âMinnesota failed to follow the law and illegally doled out trucking licenses to unsafe, unqualified non-citizens â endangering American families on the road. That abuse stops now under the Trump Administration.â
âThe Department will withhold funding if Minnesota continues this reckless behavior that puts non-citizens gaming the system ahead of the safety of Americans,â Duffy added.
Over 400 employees of the Minnesota Department of Human Services are accusing Governor Tim Walz (D) of failing to act on warnings of widespread fraud and of retaliating against whistleblowers.
The accusations come as federal probes are examining the theft of more than a billion dollars from programs like child nutrition, Medicaid, and housing aid and as federal prosecutors announced charges against a 78th defendant in the theft of $250 million from Feeding Our Future child nutrition program.
In a post on X, the Minnesota DHS group called out Walz for ignoring what the group called âa pattern of ignored warnings, threats to whistleblowers, and unqualified appointees prioritizing image over fixes.â
In their post, the Minnesota DHS group explains that, contrary to popular belief, they arenât a political group but have been continually disappointed in the lack of response theyâve received as well as the governorâs response to those who have pointed out the fraud.
âWe let Tim Walz know of fraud early on, hoping for a partnership in stopping fraud but no, we got the opposite response. Tim Walz systematically retaliated against whistleblowers using monitoring, threats, repression, and did his best to discredit fraud reports,â the group wrote.
In addition to retaliating against whistleblowers, the group claims, âTim Walz disempowered the Office of the Legislative Auditor, allowing agencies to disregard their audit findings and guidance.â
Snip.
In their post on X, the group states that Walz is â100% responsible for massive fraud in Minnesotaâ and calls for taking the next step of bringing in âexternal auditors and new leadership.â
– a young black guy – radical anti-Trump activist – sued Trump & ICE & DHS – extreme racial justice advocate – works at his family bail bonds company that frees criminal aliens from ICE custody
Ukraine drone struck FSB headquarters in Chechnya and Livny oil depot in Oryol. The simmering resentment of Russia in Chechnya never went away, so killing a whole bunch of FSB goons isn’t going to help Russia keep a lid on the place.
“Reports say that four military-type quadcopter drones buzzed the flightpath of President Zelensky’s aircraft as it arrived at Dublin Airport on Monday and then went to buzz an Irish Navy ship. This is likely Russian drones and suggests an intelligence leak.” They also buzzed an Irish naval ship, which did jack squat about them because “the ship didn’t have air radar capabilities,” which suggests that either the ship was really small, or the Irish Navy is absolutely useless in a real shooting war. (They also say that the ship was only armed with machine guns, when they’re also supposed to carry 20mm Rheinmetall autocannons.)
“Caleb Elliott was initially arrested on October 3 and is currently in custody on charges of recording and photographing students nude in the locker room at Moore Middle School. The victim count is currently around 40 students. There have been allegations that Elliott was transferred to Moore Middle School following inappropriate behavior at a previous school, had a relationship with a student, and placed cameras inside of the locker room.”
“2025: The Year Late-Night TV Collapsed.”
As Hollywood continues to contract on several fronts, late-night shows are not as sustainable as in the past.
Colbert found that out the hard way in July. CBS announced Colbertâs âLate Showâ gig will end in May of 2026. Even more dramatic? No one is slated to replace him. âThe Late Showâ will end as Colbert signs off.
The shocking part? Reports said the show was costing CBS roughly $40 million a year. Why would any business take that kind of a fiscal drubbing in the first place?
That came on the heels of âThe Tonight Showâ shrinking from five nights a week to four, âLate Night with Seth Meyersâ losing his house band and several late-nighters losing their gigs.
Period.
Think Samantha Bee, Desus & Mero, Trevor Noah, James Corden and Amber Ruffin.
That, plus news that late-night TV revenues have plunged in recent years (along with their audiences), suggested Jimmy Kimmelâs prediction might come true faster than he anticipated.
Late-night TV has much less than 10 years left. This year proved it.
Kimmel nearly took his own show down. The far-Left host suggested Charlie Kirkâs killer was part of the MAGA movement without evidence or a shred of logic.
ABC/Disney sent him the bench for a week before he returned sans apology. He cried, again, but not for misleading viewers.
The Hollywood Left and the media rallied on Kimmelâs behalf, and he returned to the show to spread more misinformation.
Meanwhile, Fox Newsâ âGutfeldâ continued to out perform the competition on a smaller budget (and, admittedly, an earlier time schedule). That proves thereâs a market for a right-leaning audiences ignored, or insulted, by the current late-night landscape.
The future doesnât look bright for the late-night survivors. Kimmelâs contract ends in May, but heâll likely sign a new deal before then. ABC proved it couldnât force Kimmel to apologize for spewing misinformation, and Hollywood would rise up, en masse, anew if ABC/Disney let Kimmel walk.
Does it matter if âJimmy Kimmel Live!â might be losing money a la Colbert? Itâs clear money isnât the deciding factor anymore given what CBS endured for far too long.
It doesnât ultimately matter. The late-night talkers showed their cards in 2025. Theyâre all parts of the DNC at this point, sometimes literally.
Netflix is buying Warner Brothers for $87 billion. To quote the press release:
This acquisition brings together two pioneering entertainment businesses, combining Netflixâs innovation, global reach and best-in-class streaming service with Warner Bros.â century-long legacy of world-class storytelling. Beloved franchises, shows and movies such as The Big Bang Theory, The Sopranos, Game of Thrones, The Wizard of Oz and the DC Universe will join Netflixâs extensive portfolio including Wednesday, Money Heist, Bridgerton, Adolescence and Extraction, creating an extraordinary entertainment offering for audiences worldwide.
âOur mission has always been to entertain the world,â said Ted Sarandos, co-CEO of Netflix. âBy combining Warner Bros.â incredible library of shows and moviesâfrom timeless classics like Casablanca and Citizen Kane to modern favorites like Harry Potter and Friendsâwith our culture-defining titles like Stranger Things, KPop Demon Hunters and Squid Game, we’ll be able to do that even better. Together, we can give audiences more of what they love and help define the next century of storytelling.â
I’m sure the Bugs Bunney-KPop Demon Hunters crossover will be lit…
A company that provides a controversial surveillance technology to both private and public entities throughout Texas was found to have been operating under an expired state license, amid state and federal lawmakers calling for greater scrutiny of the company over privacy and security concerns.
Flock Safety, Inc. installs automatic license plate readers (ALPR) that capture the license plate number and location of each vehicle that passes by. Police can then compare the data in relation to stolen vehicles, missing persons, or other crimes, and law enforcement has successfully used the technology to solve cases.
Flockâs high-resolution cameras create a detailed file that includes other markers on each vehicle, including bumper stickers. The companyâs cloud-based system also connects with ALPR data from jurisdictions across the nation in real time, allowing users to map vehicle movement.
After receiving complaints last year that Flock had been installing and operating ALPR cameras on private properties without a license since 2021, the Texas Department of Public Safety (DPS) sent the company a cease and desist order in September 2024. Despite documented violations, DPS granted Flock a license for private operations, but that license expired on September 30, 2025.
More AI vulnerabilities to worry about. “Researchers at Icaro Lab, a collaboration between Sapienza University in Rome and the DexAI think tank, have discovered that AI models from OpenAI, Meta, and Anthropic can leak illicit content across various subjects when instructions are given in poetic form. The illegal content ranges from making nuclear weapons, creating child exploitation material, and developing malware.”
Shall I compare thee to a Teller-Ulam Implosion Core?
Thou art more lovely and more temperate
Critical Drinker tours Estonia. Consider this your periodic reminder that communism sucks and that just about everything they build looks soul-crushingly ugly.
Science, not settled. A whole lot of cracks in what was thought to be settled cosmology have recently appeared, and the uncertainty may result in a revolution in our understanding of the universe, but no one knows what it is yet.
Architect Frank Gehry dead at 96. Never cared for his work, so this is just an excuse to haul out this classic Onion bit from back when they were funny: “Frank Gehry No Longer Allowed To Make Sandwiches For Grandkids.”
Adam Savage geeks out over Paramount archive storage, including a ton of weird dead media formats.
Red Letter Media has a terrifying look at all the sequels, prequels and expanded universe movies coming down the pike. The frightening thing is that some are fake, but I’m not sure any are actually off the table for Hollywood. Honestly, I think I could write Bag of Sugar: The Movie. See, first we change the name to Too Sweet. An evil corporate executive wants to destroy the magic bag of sugar that’s been in the family-owned sugar business for generations…
Hey, remember that whole “Sam Altman fired as CEO/reinstated as CEO of OpenAI” thing a couple of weeks ago? Here’s the archive story.
Sam Altman was reinstated late Tuesday as OpenAIâs chief executive, successfully reversing his ouster by the companyâs board last week after a campaign waged by his allies, employees and investors, the company said.
The board would be remade without several members who had opposed Mr. Altman.
âWe have reached an agreement in principle for Sam to return to OpenAI as CEO with a new initial board of Bret Taylor (Chair), Larry Summers, and Adam DâAngelo,â OpenAI said in a post to X, formerly known as Twitter. âWe are collaborating to figure out the details. Thank you so much for your patience through this.â
The return of Mr. Altmanand the potential remaking of the board, capped a frenetic five days that upended OpenAI, the maker of the ChatGPT chatbot and one of the worldâs highest-profile artificial intelligence companies.
âi love openai, and everything iâve done over the past few days has been in service of keeping this team and its mission together,â Mr. Altman said in a post to X. âwith the new board and w satyaâs support, iâm looking forward to returning to openai, and building on our strong partnership with msft.â
OpenAIâs board surprised Mr. Altman and the companyâs employees on Friday afternoon when it told him he was being pushed out. Greg Brockman, the companyâs president who co-founded the company with Mr. Altman and others, resigned in protest.
The ouster kicked off efforts by Mr. Altman, 38, his allies in the tech industry and OpenAIâs employees to force the companyâs board to bring him back. On Sunday evening, after a weekend of negotiations, the board said it was going to stick with its decision.
But in a head-spinning development just hours later, Microsoft, OpenAIâs largest investor, said that Mr. Altman, Mr. Brockman and others would be joining the company to start a new advanced artificial intelligence lab.
Nearly all of OpenAIâs more than 700 employees signed a letter telling the board they would walk out and follow Mr. Altman to Microsoft if he wasnât reinstated, throwing the future of the start-up into jeopardy.
Four board members â Ilya Sutskever, an OpenAI founder; Adam DâAngelo, the chief executive of Quora; Helen Toner, a director of strategy at Georgetownâs Center for Security and Emerging Technology; and Tasha McCauley, an entrepreneur and computer scientist â had initially decided to push Mr. Altman out.
Well, here’s Patrick Boyle to provide some context:
A few takeaways:
There are two OpenAIs: “The non-profit OpenAI, Inc. registered in Delaware, and its for-profit subsidiary OpenAI Global, LLC.”
Musk was an early, and big, investor in the non-profit. “The founders pledged over one billion dollars to the venture, but actually only contributed around $130 million dollars- the majority of which came from Elon Musk.”
When he felt OpenAI was falling behind in 2018, he wanted to take over OpenAI himself. When the board rejected that, he resigned and took future pledged money with him, which blew a huge hole in their budget. (Whatever you think of Musk, I don’t think not being busy enough is his problem.)
Then came the for-profit doppelganger.
“The profits being capped at 100 times any investment.”
“The company explained this decision saying, ‘We need to invest billions of dollars in the coming years into large-scale cloud compute, attracting and retaining talented people, and building AI supercomputers.’ This transition from nonprofit to for-profit required OpenAI to balance its desire to make money with its stated commitment to ethical AI development.”
“This unconventional structure meant that Open AI had a board of directors, which in theory controls the entire corporate structure (which includes the charity and the capped profit company) â but which unlike other boards is not accountable to shareholders. The directors are in fact not allowed to own any stock to prevent a conflict of interest, because they are specifically not supposed to be aligned with shareholders.”
“The companies operating agreement â to investors â says â in writing: ‘It would be wise to view any investment in OpenAI in the spirit of a donation, with the understanding that it may be difficult to know what role money will play in a post-AGI world.’ Documents like this â that were written by an actual lawyer – highlight the problems we are starting to see from the combined popularity of science fiction in Silicon Valley and widespread microdosing of hallucinogens.”
“In the real world, where the role of money is reasonably well defined, Open AI is an unprofitable company and is expected to need to raise a lot more money over time from investors like Microsoft, to keep up with the high costs of building more sophisticated chatbots.”
“Despite this lack of profitability, the company is valued by investors at 86 billion dollars, and Bloomberg reported last weekend that ‘some investors were considering writing down the entire value of their OpenAI holdings to zero.'”
“Former colleagues would have an open door to follow and join a new AI unit, according to Microsoft chief Satya Nadella. As much of a win as this might have appeared for Microsoft (people were saying that they had managed to buy the hottest AI firm for zero), this might not have been the optimal outcome for them, as they would likely have had to deal with antitrust regulators and lawsuits from other Open AI investors.”
“The majority of Open AIâs 700 or so employees signed an open letter to the board demanding that the board resign and that they rehire Altman. The letter stated that the board had told the employee leadership team that allowing the company to be destroyed ‘would be consistent with the mission.’ The employees said that unless their demands were met, they would resign from Open AI and join the new subsidiary of Microsoft being headed up by Altman and Brockman.”
“You have to wonder what the employee contracts at Open AI look like that the entire staff could leave to work for a major investor in the company leaving Open Ai as an empty shell.”
“Typically, executives like Altman would have contracts that prevent them from hiring away key staff once they are no longer at the firm, and staff would have signed NDAâs preventing them from taking any technology with them.”
“The OpenAI story is a bit of a crazy one, where Microsoft and a number of other sophisticated investors agreed to put billions of dollars in, and employees got stock grants, all at an $86 billion valuation, without the contractual or fiduciary rights that investors might normally expect.”
Rival Anthropic has a similar structure.
“Bad corporate governance has been a growing issue particularly in Silicon Valley where companies like Google, Facebook and Snap structured their IPOâs such that founders were left with unchallenged power to do almost anything that they want.” Google and Facebook are garbage companies, but there are some scenarios where only founders can keep the company on a long-term vision rather than goosing quarterly profits (Jobs at Apple comes to mind).
Warren Buffet has a similar mechanism (A shares of stock only he controls) to keep control of Berkshire Hatheway.
“Since you are buying shares of companies in perpetuity, leadership who are not accountable to shareholders can take value destructive paths without answering to anyone. Metaâs Reality Labs division, which houses its efforts to build the metaverse, has lost around $46.5 billion dollars since 2019. Would Mark Zuckerberg have been able to waste this much money if he was accountable to investors?” I have a fairly strong suspicion that division is being used to hide all sorts of shenanigans.
Boyle is deeply suspicious of “stakeholder capitalism” as opposed to the old-fashioned, profit-maximizing kind.”
The thing missing from this summary, and all the coverage of the story I’ve seen, is why Altman was originally let go, and none of the principals involved seem to be talking about it…
