2026-03-08
I still don't think we have crystal-clear, I-will-hear-no-objections evidence of AI's effect on the macroeconomy. And yet. If you asked me “what would change your mind here?” I'd probably say, “emerging evidence of a productivity boom combined with a major slowdown in tech
Business Insider
The US' February jobs report shows the tech sector's post-2022 job losses are now outpacing past downturns in 2008 and 2020
- Tech industries are losing their strength. — One economist said tech job losses outpaced the past two recessions. — Still, there is weakness in other areas of the job market.
2026-03-07
I still don't think we have crystal-clear, I-will-hear-no-objections evidence of AI's effect on the macroeconomy. And yet. If you asked me “what would change your mind here?” I'd probably say, “emerging evidence of a productivity boom combined with a major slowdown in tech
Business Insider
The US' February jobs report shows the tech sector's post-2022 job losses are now outpacing past downturns in 2008 and 2020
- Tech industries are losing their strength. — One economist said tech job losses outpaced the past two recessions. — Still, there is weakness in other areas of the job market.
2026-03-03
Three things that can be true at the same time 1. That this WH has a commendable talent for turning public opinion against its actions. 2. That govt regulation of AI was always going to be a very tricky multi-stage muddle no matter who the president was in 2026. 3. That Pete
Reuters
The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI
The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …
I continue to think that a useful way to see this administration is a kind of systematic “Control-F: monarchy” search function to discover the tools of authoritarianism embedded in the legal code. The White House keeps finding dormant, esoteric, picayune statutes to justify
Hyperdimensional
The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity
On Anthropic and the Department of War — I. — A little more than a decade ago, I sat with my father and watched him die.
I continue to think that a useful way to see this administration is a kind of systematic “Control-F: monarchy” search function to discover the tools of authoritarianism embedded in the legal code. The White House keeps finding dormant, esoteric, picayune statutes to justify
Reuters
The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI
The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …
Three things that can be true at the same time 1. That this WH has a commendable talent for turning public opinion against its actions. 2. That govt regulation of AI was always going to be a very tricky multi-stage muddle no matter who the president was in 2026. 3. That Pete
Hyperdimensional
The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity
On Anthropic and the Department of War — I. — A little more than a decade ago, I sat with my father and watched him die.
A quite brilliant essay on AI, the law, and the future of the republic. An upshot: If the US govt can go to any company, demand any contract language, and reserve the right to destroy your company if you have qualms, there is no such thing as private property rights in America.
Reuters
The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI
The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …
Three things that can be true at the same time 1. That this WH has a commendable talent for turning public opinion against its actions. 2. That govt regulation of AI was always going to be a very tricky multi-stage muddle no matter who the president was in 2026. 3. That Pete
Bloomberg
Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech
Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …
A quite brilliant essay on AI, the law, and the future of the republic. An upshot: If the US govt can go to any company, demand any contract language, and reserve the right to destroy your company if you have qualms, there is no such thing as private property rights in America.
Bloomberg
Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech
Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …
I continue to think that a useful way to see this administration is a kind of systematic “Control-F: monarchy” search function to discover the tools of authoritarianism embedded in the legal code. The White House keeps finding dormant, esoteric, picayune statutes to justify
Bloomberg
Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech
Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …
A quite brilliant essay on AI, the law, and the future of the republic. An upshot: If the US govt can go to any company, demand any contract language, and reserve the right to destroy your company if you have qualms, there is no such thing as private property rights in America.
Hyperdimensional
The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity
On Anthropic and the Department of War — I. — A little more than a decade ago, I sat with my father and watched him die.
2026-03-02
A quite brilliant essay on AI, the law, and the future of the republic. An upshot: If the US govt can go to any company, demand any contract language, and reserve the right to destroy your company if you have qualms, there is no such thing as private property rights in America.
The Verge
Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data
On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …
A quite brilliant essay on AI, the law, and the future of the republic. An upshot: If the US govt can go to any company, demand any contract language, and reserve the right to destroy your company if you have qualms, there is no such thing as private property rights in America.
Hyperdimensional
The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity
On Anthropic and the Department of War — I. — A little more than a decade ago, I sat with my father and watched him die.
2026-02-27
I'm seeing Chart 1 below being shared widely, suggesting the possibility that software programming jobs are booming as vibe coding gets cheaper. Hey, look, maybe. But zoom out a bit. Chart 2 is the 4 year history of software jobs. Huge boom, big bust, teeny bounce back. [image]
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
2026-02-26
I'm seeing Chart 1 below being shared widely, suggesting the possibility that software programming jobs are booming as vibe coding gets cheaper. Hey, look, maybe. But zoom out a bit. Chart 2 is the 4 year history of software jobs. Huge boom, big bust, teeny bounce back. [image]
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …
2026-02-25
I really want people to see the story above the story here, which is that whether you're reading Citrini, or listening to Jamie Dimon at a cocktial party, the conversation about AI is a marketplace of competing science fiction narratives. That's not to say I think the
Financial Times
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
2026-02-24
I really want people to see the story above the story here, which is that whether you're reading Citrini, or listening to Jamie Dimon at a cocktial party, the conversation about AI is a marketplace of competing science fiction narratives. That's not to say I think the
Financial Times
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.
2026-02-11
There are still a lot of journalists and commentators that I follow who think AI is nothing of much significance—still just a mildly fancy auto complete machine that hallucinates half the time and can't even think. If you're in that category: What is something I could write, or
Matt Shumer
GPT-5.3-Codex and Claude Opus 4.6 can meaningfully contribute to the improvement of AI models, a sign of what's coming for most knowledge work within five years
Think back to February 2020. — If you were paying close attention, you might have noticed a few people talking about a virus spreading overseas.
This is a great catch by Matt Levine. KPMG is trying to force its auditor to accept less money, since accounting work can be significantly automated by AI. But KMPG ... makes money ... from accounting. So this looks like a company accidentally announcing to the world that its [image]
Financial Times
Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI
2026-02-10
This is a great catch by Matt Levine. KPMG is trying to force its auditor to accept less money, since accounting work can be significantly automated by AI. But KMPG ... makes money ... from accounting. So this looks like a company accidentally announcing to the world that its [image]
Financial Times
Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI
Big Four accounting firm's move to cut fees for its own audit comes amid debate over pricing model