The risks to Musk and Tesla from a Trump-Musk war go beyond money and politics. Trump could pressure the Justice Department to investigate Musk, which would likely require him to step down as Tesla CEO. www.regenerator1.com/p/trump-coul...

I’ll say this as many times as I have to. No tax cut in the history of tax cuts has ever paid for itself. Not a one.

NYT is in great shape. Amazing business. Leading the industry. And benefitting from consolidation and trends.

After a worrying report about the behavior and capabilities of a new AI model, you may be wondering about the latest expert consensus that AI will destroy us. It’s now up to 34%! open.substack.com/pub/regenera...

I had a simple question: Has President Trump increased has net worth since taking the White House? And if so, by how much? The answer was more surprising than I anticipated. Simply put, he has more than doubled his net worth in 4 months. Here's how:

You probably won’t have time to read the 120-page report about the risky behavior and capabilities of a new Anthropic’s new AI model. So I did. Wow… open.substack.com/pub/regenera...

My favorite was @henryblodget.bsky.social's fresh take on the dangerously manufactured U.S.-China rivalry: "I actually do not believe that China's an enemy, and I actually liked the fact that our economies were super integrated."

FEARLESS PREDICTION: Tesla won’t launch real robotaxis next month — or millions of autonomous cars next year. www.regenerator1.com/p/tesla-wont...

Rooting for Tesla, but “full self driving” still isn’t there yet. In @businessinsider.com Tesla v Waymo test, Tesla ran a red light. www.businessinsider.com/tesla-vs-way...

ChatGPT got 780m visitors in April. That is dominant, and a business and culture changing level.

The latest in my AI journalism/research experiments, in which I ask AI to do something I think I’m pretty good at — and am astonished by the results… www.regenerator1.com/p/ai-comes-f...

Yes, thank goodness he caved. Unfortunately, 30% tariff will still hammer Americans and American companies, and unfortunately pointless trade war only postponed 90 days. But still better than whimsical embargo with critical trading partner.

There are two ways to frame this news: 1. U.S. trade policy and our macroeconomic prospects are much better today than they were yesterday 2. U.S. trade policy and our macroeconomic prospects are much worse today than on Inauguration day Both are true.

Donald Trump is about to accept a gift of a jet from Qatar. This is a gift to him personally. He wants to transfer the jet to his presidential "library" - meaning to his personal use and that of his heirs. More analysis of Trump corruption here www.youtube.com/watch?v=cpU2...

BYD electric truck… much better than EV trucks available in US and much cheaper (half). Even has a small generator, so no range anxiety. Alas, Americans can’t buy. US protectionism sucks. www.businessinsider.com/swapped-gas-...

I just really need everybody to understand that everything that’s happening in and to the global economy now (and all the businesses and people in it) is the entirely predictable result of the intentional decisions of one guy who doesn’t understand how the global economy works.

To make matters worse, importers are leaving inventory in China ports. Waiting for tariffs to be lowered. If they are lowered enough, there will be a crush to ship them here and transport them when they get here. That will drive transportation costs way up. = More inflation, post tariffs

Ruh roh! Google stock poleaxed on AI disruption fears. Are they toast? Or is the knee-jerk reaction to Apple’s testimony overdone? open.substack.com/pub/regenera...

Breaking News: Harvard signaled that it would resist President Trump’s threat to revoke its tax-exempt status, saying there was no legal basis for a change.

Holy moly - what a win for Perkins Coie and law firms fighting executive orders that Judge Howell calls “ unconstitutional retaliation and viewpoint discrimination, plain and simple.” www.wsj.com/us-news/law/...

Hello, everyone! Great to finally join you on Bluesky. I gather it's civil and sane over here. Look forward to engaging with you!