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Alex Tabarrok
x.com
What Real Regulatory Capture Actually Looks Like
regulatory capture
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21 September
Author and clean-energy analyst who writes on solar cost curves.
This matches my expectations. Cheaper models (open and closed) will capture most of the token volume. But in a great many domains (and anything adversarial, zero sum, or first past the post), people will pay for the very most advanced model. Quoting @KonstantinPilz Narrative violation: Open models still account for only 10% of global spending on AI inference. Related
16 September
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
I'm not of fan of regulation for two reasons - 1) its hard to get right, and 2) its highly susceptible to regulatory capture. That said, if we insist on doing it, we should try to get it correct. As "safety" seems is the primary goal of this AI regulation exercise, I wanted to share that I recently went deep on both the 737 Max (2 crashes) and Fukushima accidents. In both cases, the investigations led to a conclusion that "regulatory capture" was the EXACT failure that led to both safety incidents. Boeing/FAA and Tepco/NISA. As a result, with safety as the #1 goal, the regulator MUST BE someo… Related
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Their words
The usual default math assumes debtors want to pay. But founder-controlled firms with a "you lent us too much" attitude introduce a strategic-default option that standard systems of ratings do not fully capture.
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braddelong.substack.com
15 September
Writer and teacher on productivity and personal knowledge management. Author of Building a Second Brain and founder of Forte Labs, which runs the course of the same name.
Last call! Enrollment for Cohort 2 of The AI Second Brain closes tonight at midnight PT Our next (and last) cohort this year starts Thursday Here's what you'll walk away with: • Stop re-explaining yourself to every new AI chat. Build one document it reads first, so it already knows you • Connect AI to your notes and files safely, so its answers come from your real situation, not a guess • Get every file and note organized once, synced everywhere, so you stop hunting for the right document • Capture your best ideas the moment they happen, so nothing gets buried in your inbox or forgotten by Fr… Related
14 September
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
It was exactly three years ago that I gave this talk on “regulatory capture” at the @theallinpod Summit. I did predict that the large incumbent AI companies would “beg for” regulation. No idea they would beg this hard. youtu.be
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Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
12 September
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
Speaking as head of the Center for Study of Public Choice, the capture story for an AI pause doesn't fit. Reg capture is what you attempt when you're losing. Anthropic is about to have the biggest IPO in history. Winners don't lobby for regulation. Anthropic Related
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
John Deere makes engines, transmissions, frames, and software in-house. Deere controls the interfaces and provides services. This is what Steve Jobs once called "software in a box." The hardware and software capture customer data enabling the feedback loop which creates a moat. Related
Dutch bootstrapper who builds and runs their internet startups alone — Nomads.com, Remote OK, Hoodmaps, Photo AI and Interior AI — and has written about it at levels.io since 2013. Posts as @levelsio.
open source China
Their words
Next in regulatory capture will be banning open source and/or Chinese models, mark my words
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levels.io
11 September
Product designer and entrepreneur; author of Mobile First and Web Form Design; formerly a product director at Google; now building AI products.
new in Intent today: - agents capture a screenshots, page structures & console output, then attach as evidence in the spec - better multi-device support - workspaces open and render faster - new multi-device coordination features - plus UI polish Related
Founder of Platformer, a newsletter on tech platforms and the people they affect, and co-host of the Hard Fork podcast at the New York Times.
10 September
Mac and iOS developer at the Iconfactory, where he has worked on apps including Twitterrific and Tot. He writes about development at furbo.org.
Apple has clearly thought a lot about how to handle the persistent capture and transmission of audio from a watch. The “Audio Intelligence Privacy Overview” linked below shows this. But it may all be for naught: folks first reaction is “it’s always listening to me!” and that’s an instinctive reaction that’s hard to overcome. This is a societal problem not a technical one. apple.com
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7 September
Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
20 August
Security engineer; founder of Matasano Security and Latacora.
Their words
I want to see a native UI built to capture everything that’s great about Magit or Lazygit (without having to build it myself).
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sockpuppet.org
16 August
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
💯Regulatory capture IS the problem. Quoting @ccatalini No, the underlying economics are not the problem. If we let the market play this out, we will be fine. The only real risk is concentration through regulatory capture. Related
10 August
Sequoia Professor of Computer Science at Stanford, co-director of the Stanford Institute for Human-Centered AI, and co-founder and CEO of World Labs.
Their words
Internet is not some random thing. Internet is the biggest collection of human behavior in multimodal forms.
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youtube.com
3 August
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
9 June
Swedish programmer with degrees in engineering and psychology, author of Your Code as a Crime Scene and founder of CodeScene.
28 May
Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
Their words
We are advancing a potential pipeline that would carry at least one million barrels of low-emission Alberta oil per day to Asian markets, while creating a new industry of large-scale carbon capture and storage.
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pm.gc.ca
26 May
Writes Strange Loop Canon, on the intersection of technology, economics and business — "building models of the world to understand these problem areas and to define them better".
21 May
Writes Strange Loop Canon, on the intersection of technology, economics and business — "building models of the world to understand these problem areas and to define them better".
25 April
Programmer known online as technomancy; author of Leiningen, the Clojure build tool, and a maintainer of the Fennel programming language.
Their words
When a company dominates the market, they capture not only their own users but even the imaginations of people actively resisting them.
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technomancy.us
9 February
French software engineer, public speaker and fully remote nomadic worker; writes about frontend development at maxpou.fr.
Their words
Giphy Capture is my go-to screen recording app when I need to share something with my colleagues. I found it simple to use.
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maxpou.fr
31 January
Writer of MacSparky and author of the MacSparky Field Guides on Apple productivity software. A lawyer for 30 years before going full-time on the site, he co-hosts the Mac Power Users and Focused podcasts.
Their words
Screen Studio is less powerful and requires more post-production in DaVinci Resolve. But it does the pieces I need very well for screen video capture.
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macsparky.com
9 December 2025
Co-founder and co-chairman of Oaktree Capital Management; author of the Oaktree memos.
15 September 2025
Software engineer working on distributed systems and databases; creator of rqlite, the distributed database built on SQLite.
rqlite, the distributed database built on SQLite. 9.0 released - major upgrade. rqlite now supports Change Data Capture, allowing you to stream database changes to other systems #sqlite #golang #distributedsystems philipotoole.com
SQLite Related
2 September 2025
Technology analyst whose weekly email on tech reaches over 150,000 readers. Publishes essays and an annual presentation on where the industry is going.
Their words
It wasn't clear that the browser wasn't where the value capture was cuz Microsoft crowbarred its way into dominance in browsers but that turned out not to matter and then all the value is in search advertising and social which were 5 years later and 10 years later and so like you can be very very clear that this is the thing and then still be completely unclear how it's going to work.
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youtube.com
12 May 2025
Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.
From one piece
Why Tony Blair needs to reset his climate reset
2 beliefs, in the piece's order there
5 September 2023
Software developer who wrote Winamp and Gnutella, and now develops the REAPER digital audio workstation at Cockos.
9 June 2022
Machine-learning researcher; has written the Lil'Log survey posts on how a model technique works since 2017, and worked at OpenAI from 2018 to 2024, latterly leading its safety systems team.
Generalized Visual Language Models Processing images to generate text, such as image captioning and visual question-answering, has been studied for years. Traditionally such systems rely on an object detection network as a vision encoder to capture visua…
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