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Dan Wang
x.com
For the better part of a decade, I've been writing that the US government's restrictions on Chinese tech companies were unstrategic, poorly explained, and based in caprice (https://t.co/Ohrn9qFtIL). Now it looks like the administration is turning these controls on American firms
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20 September
Lawyer and everyday-carry gear reviewer who publishes scored knife, flashlight and multitool reviews at Everyday Commentary.
AG Russell Gent's Knife Review Note: This review, as with all content I write on this site, is my opinion. It does not reflect the opinion of others, including the American Knife and Tool Institute (AKTI), the cutlery trade group that I advise on leg…
America Related
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
My best guess is that for scaled RL most of the top Chinese AI labs are starting to use a lot of Huawei for inference and Nvidia for training (maybe not for weird architectures). As agent swarms, even more scaled post-training, etc becomes the norm, this will accelerate their domestic industry. China Related
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
At the strong request of the United States Military, and for National Security purposes, I have agreed to convert the magnificent Triumphal Arch, planned since the Civil War Era many years ago, at the Receptive Circle adjoining the Arlington Memorial Bridge, into a top grade Military Complex/Triumphal Arch, to house, store, and have the rapid ability to use large numbers of drones, plus Snipers, on both the roof and plaza areas, and additionally have and hold large quantities of sniper ammunition in storage. There will be no facility like this anywhere in the World. Out of the 59 top cities a… America Related
Economics writer; author of the Noahpinion newsletter.
19 September
Economics writer; author of the Noahpinion newsletter.
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.
Economist; former chief economist of the International Monetary Fund.
Reason for specifically citing open weight (and therefore Chinese LLMs, but not only Chinese) is that, even if they have built-in guardrails, somebody with the relevant knowledge can go in and remove them. In principle, harder to do with Anthropic or Open AI LLMs. Quoting @ojblanchard1 A worrisome thought during the night: What Ted Kaczynski would have done, if he had had access to open weight chinese LLMs. LLMs Anthropic Related
Author and clean-energy analyst who writes on solar cost curves.
I, for one, am excited about China's progress and aspirations in designing new medicines. Pharma innovation is positive sum, and the benefits go overwhelmingly to patients and society, globally. Only a small fraction of the value is captured by producers or by the nation they hail from. A drug invented in China will cure me or someone I love just as well as one invented in the US or Europe. I do understand the fear in the US industry. And I hope that motivates us to accelerate the pace in the US, and pass some of regulatory reforms that @RuxandraTeslo and others have eloquently made the case… Quoting @fjeg1987 China wants its drugmakers to have originated 25% of first-in-class drugs and $522B in sales by 2030. This is compared to the total market of $800B today. I'm simultaneously in awe of the ambition and paranoid about the US ability to compete. I had a dinner with pharma leaders who remain delighted… Europe China Related
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
10 Weekend Reads The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Red and Blue America Have Found Something to Agree on: Flock Cameras Must Go: Lib…
America Related
Economist; former chief economist of the International Monetary Fund.
A worrisome thought during the night: What Ted Kaczynski would have done, if he had had access to open weight chinese LLMs. LLMs China Related
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
From one piece
Economic Size and Economic Power
2 beliefs · paulkrugman.substack.com
Economics writer; author of the Noahpinion newsletter.
America
Their words
Everyone likes to share that chart about White Americans having negative ingroup bias, but the most recent ANES shows Whites with zero ingroup bias.
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@Noahpinion on X x.com
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
From one piece
Better Debt
2 beliefs · grumpy-economist.com
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
American-Polish journalist and historian, staff writer at The Atlantic; author of Gulag, Iron Curtain, Twilight of Democracy and Autocracy, Inc.
18 September
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
BREAKING NEWS: I am pleased to announce that the United States of America has entered into an Agreement with The Kingdom of Denmark, and Greenland, that gives the United States permanent control over security, and all other needs, in Greenland, completely addressing ALL of our many U.S. concerns. There will be NO COST to the United States! At my direction, we worked with representatives of Denmark and Greenland to guarantee that the United States will FOREVER have the complete ability to do what is necessary in Greenland in order to secure and defend the security of Greenland, and the United… America Related
Ashley Hinson has my Complete and Total Endorsement to be the next U.S. Senator from Iowa — SHE WILL NEVER LET YOU DOWN! President DONALD J. TRUMP America Related
Writer of kottke.org, one of the oldest blogs on the web, published since 1998 and supported by its members. He writes about art, technology, science, design and visual culture.
Bluesky New novel from Emily St. John Mandel (Station Eleven): Exit Party. “Los Angeles, 2031: The first spring after the collapse of the United States, peacekeeping troops withdraw from the city, the Jacaranda trees blossom, and the curfew is finally lifted.” bookshop.org
America Related
Mastodon New novel from Emily St. John Mandel (Station Eleven): Exit Party. “Los Angeles, 2031: The first spring after the collapse of the United States, peacekeeping troops withdraw from the city, the Jacaranda trees blossom, and the curfew is finally lifted.” bookshop.org
America Related
Blog New novel from Emily St. John Mandel (Station Eleven):... it Party. “Los Angeles, 2031: The first spring after the collapse of the United States, peacekeeping troops withdraw from the city, the Jacaranda trees blossom, and the curfew is finally lifted.”
America Related
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Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.
I paid 25 USD for a cheap Chinese USB device to burn 4500 USD trying to vibecode myself some firmware on it. I have a firmware and it’s about as good as you would expect. China 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.
Osama bin Laden’s one concrete strategic goal was to end the American military presence in the Gulf and on the Arabian Peninsula. A generation later, Donald Trump’s war on Iran has apparently delivered it for him: **(SEMI-)CROSSPOST: RICK PERLSTEIN: Bush’s War Is Finally Over: Al Qaeda Has Won** & U.S. airstrikes are apparently now being launched off of carriers supplied from Diego Garcia 3000 miles away from Tehran, and from Muwaffaq Salti in Jordan 900 miles from Tehran… 1/ America Related
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Founder of the Free Software Movement and the GNU Project, original author of GNU Emacs and the GNU General Public License, and long-time president of the Free Software Foundation.
https://stallman.org/glossary.html#bully https://civicshout.com/p/media-must-cover-trump-s-welker-attack-as-authoritarianism-2 US citizens: call on the media to stop covering the bully's attacks on journalists as outbursts and start covering them as deliberate, escalating attempts to use government power to silence the press. government Related
Writer of Today in Tabs, a daily media-and-internet newsletter started in 2013; earlier founded the community site Kuro5hin.
The United States’s failed government is a global risk and the world ought to do something about it. America government Related
Economics writer; author of the Noahpinion newsletter.
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.
America
Their words
Osama bin Laden's one concrete strategic goal was to end the American military presence in the Gulf and on the Arabian Peninsula. A generation later, Donald Trump's war on Iran has apparently delivered it for him
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braddelong.substack.com
17 September
Writer of kottke.org, one of the oldest blogs on the web, published since 1998 and supported by its members. He writes about art, technology, science, design and visual culture.
Novelist and critic, author of The Body Scout and Metallic Realms; writes the newsletter Counter Craft on fiction craft and the publishing industry.
Frum is illiterate. This quote does not blame America for 9/11 but blames America for the disastrous wars that people like David Frum--W. Bush's speechwriter--led us into Quoting @davidfrum In a now deleted tweet on the 20th anniversary of 9/11, Abdul el-Sayed expressed the same the blame-America view voiced also by Hasan Piker. Putting a bag over Piker's big mouth may temporarily quiet the candidate's problem, but won't change it. America Related
Writes Hyperdimensional, a newsletter on AI policy and governance. A White House AI policy adviser in 2025; joined OpenAI on 6 July 2026 to lead its Strategic Futures team.
Financial engineering is the secret weapon of American industry. No one comes close to us in it. By and large our own elites disregard this secret weapon, but we nonetheless wield it to our great and enduring advantage. Quoting @WillManidis its still so underrated the degree to which our intelligence supercycle was as much reliant on innovations in capital formation as it was innovations in the technology itself. europe is losing not only because they can't built it, but primarily because they can't finance it America Related
Management writer; co-author of In Search of Excellence (1982) and author of The Excellence Dividend.
NOT A PRETTY PICTURE‼️ I Led A.I. Diplomacy for the U.S. The Coming Safety Talks Will Not Save Us. https://t.co/Q6Tpc2kbhs via America Related
I Led A.I. Diplomacy for the U.S. The Coming Safety Talks Will Not Save Us. https://t.co/Q6Tpc2kbhs via @NYTOpinion America Related
Essayist, journalist and independent researcher on Chinese politics, strategy and cultural history; author of the blog The Scholar's Stage.
The last paragraph of this piece is still very relevant to US-China relations, IMHO. Could be elevated into a piece of its own. Quoting @davidshor @ajaskey35 @Glenn1661335 @deanwball https://t.co/w9gxiUXmJc from @Scholars_Stage is a good explainer from a center right perspective China Related
Systems and developer-tools engineer at Cloudflare as of 2026, on durable infrastructure for AI agents; worked on React and PartyKit before that. Writes at sunilpai.dev.
Psychologist and writer. Author of the memoir Troubled: A Memoir of Foster Care, Family, and Social Class, and of a newsletter on human nature, psychology, social class and what he calls luxury beliefs.
If America had open borders from the get go, we would have mastered the automobile in 1803, invented airplanes in 1804, harnessed the atom in 1805, and landed on the moon in 1806. Instead we deprived ourselves of the world's brilliance and had to wait more than a century. Quoting @loganclarkhall I think about this post every day. America Related
Geneticist and writer on human population genetics, deep history and evolution; author of the Unsupervised Learning newsletter.
i think the left-wing aspect of indians is due to the fact they are nonwhite AND nonchristian (mostly). this makes them outsiders and so hard to identify with white christian america of which republicans are the party (christian indians were more republican in the past) Quoting @KarthikForTexas As I said. They don’t go after Vietnamese Americans and Cuban Americans because they vote Republican. They’re going after Indian Americans because we are the most left wing because we have the highest graduate degree percentage of all AAPI positions. America Related
ah, those 'heritage americans' named rinaldi... Quoting @MattRinaldiTX Cowards like @JohnCornyn mortgaged our children’s future for government handouts and cheap labor. Now they are joining with Democrats to elect Marxists. Absolutely contemptible people. America Related
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Michael Moritz on @elonmusk: "I'm a great believer in the great person theory. He may well be the greatest industrialist in the history of America. It's impossible for me to understand how one individual has been able to achieve what [he's achieved] — and I know he's a controversial figure, but I'm just looking at him through the lens of history and through an investor's lens. I'm completely gobsmacked by the scale of his achievements in a variety of different industries, which is the thing that sets him apart from others." Quoting @patrick_oshag My conversation with Michael Moritz, one of the great venture investors of the last 40 years. Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe. His new book, Ausländer, traces his parents' es… America Related
Founder of the Free Software Movement and the GNU Project, original author of GNU Emacs and the GNU General Public License, and long-time president of the Free Software Foundation.
Economics writer; author of the Noahpinion newsletter.
America
Their words
There are too many Americans who have convinced themselves that their reason for living in America is to overthrow it from within. We should simply ridicule and socially exclude those people until they move out.
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@Noahpinion on X x.com
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
From one piece
Donald Trump Is No Longer Feared
2 beliefs, in the piece's order there
16 September
Novelist and critic, author of The Body Scout and Metallic Realms; writes the newsletter Counter Craft on fiction craft and the publishing industry.
This is one of those issues that shows how much political discourse is controlled by conservatives because there is really no good argument for why hundreds of thousands of American citizens shouldn't have any political representation except "they probably wouldn't vote for GOP." Quoting @AdamGreen At DC event, @AbdulElSayed calls for using power boldly by making DC a state! America 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.
The archetypal rich American isn’t a founder-CEO with a stock ticker—he’s the guy with seventeen McDonald’s franchises and a seat on the hospital board. Zidar and Zwick counted him, traced how the tax code inflated him, and revealed a American gentry élite class collectively ten times richer than the Forbes 400: **America’s Gentry Élite: TUESDAY TRENDS & TURMOIL** Politics, Culture, & c.; Patrick Wyman saw America’s élite gentry in his Yakima hometown decades ago; now economists Zidar and... 1/ America economists Related
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
As much as I love traveling, I'm back in America now. Ready to lock back in. America Related
Writes Hyperdimensional, a newsletter on AI policy and governance. A White House AI policy adviser in 2025; joined OpenAI on 6 July 2026 to lead its Strategic Futures team.
nobody should patronize those who newly have opinions about third party evaluators. non-experts forming opinions fast is part of the american tradition. the constitution itself was, in a very important sense, vibe coded by 20 somethings with concepts of a plan. but newbies being fleeced is also part of the american tradition. “caveat emptor” is a provision of a contract signed by an adult, not some god-given right to be treated as something other than a little child. you will be treated as a child no matter what. you are the buyer. it is your job to beware. America Related
Economics writer; author of the Noahpinion newsletter.
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
From one piece
When discussing AI policy, start with China
3 beliefs · marginalrevolution.com
China
Their words
Whatever your ideas for regulating AI, I say start with China. Do not put China as an afterthought at the end of your proposal, mentioned in a vague wish that something good ought to happen and that maybe the future of humanity can be secured.
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When discussing AI policy, start with China marginalrevolution.com
China
Their words
If you are reading proposals or for that matter tweets for AI regulation, and the writer does not deal with these China issues in a forthright and very specific manner, you should be very suspicious indeed.
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When discussing AI policy, start with China marginalrevolution.com
China America
Their words
During the 2023 U.S.-China nuclear talks, America proposed missile-launch notifications, a nuclear crisis hotline, and processes to limit the use of outer space for military conflict. China declined all of those. Blame the U.S. if you wish (do we always keep our word?), but that is what happened. China also broke off meaningful arms control talks.
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When discussing AI policy, start with China marginalrevolution.com
Founder of the Free Software Movement and the GNU Project, original author of GNU Emacs and the GNU General Public License, and long-time president of the Free Software Foundation.
Writes Slow Boring, a near-daily newsletter on American politics and public policy; co-founded Vox in 2014 and left it in 2020.
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.
15 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.
Theoretical physicist and philosopher, Homewood Professor of Natural Philosophy at Johns Hopkins and fractal faculty at the Santa Fe Institute. Writes the Preposterous Universe blog and hosts the Mindscape podcast.
Check whether you are registered to vote. You can play a role in preserving our centuries-old institution of government by and for the people! How exciting is that. Quoting @barackobama.bsky.social The right to vote is one of the most fundamental parts of our democracy. Check your voter registration at IWillVote.com and make a plan to vote early or on Election Day on November 3. government Related
Writes Hyperdimensional, a newsletter on AI policy and governance. A White House AI policy adviser in 2025; joined OpenAI on 6 July 2026 to lead its Strategic Futures team.
There’s an impulse in American politics, a set of tactics and drives that has proven very effective at extinguishing speech. We once called it McCarthyism. Another time we called it Wokeism. One day in the future we will have some name for the campaign that is underway against all people who believe in serious AI risks, and whatever that name ends up being, it will be yet another name for that old impulse. It’s an ugly one. I recommend you avoid being a part of it, no matter your politics or your thoughts on AI. I suggest you think for yourself. You really do want to worry about the state pro… America Related
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.
Imagine the Department of War tweeting "Utilitarians in shambles! Kantians on the run!" No philosophy has ever mattered enough to be attacked by the government. Until EA. Amazing success. Quoting @DoWCTO Effective altruists in shambles. 🇺🇸 government Related
Novelist and critic, author of The Body Scout and Metallic Realms; writes the newsletter Counter Craft on fiction craft and the publishing industry.
Sorry this is very embarrassing. Why write about a literature you haven't read at all? American novels have one of the strongest comedic traditions that runs from Mark Twain to Percival Everett. And if you don't Moby-Dick is hilarious you should probably try reading the book Quoting @alysdenby The Great Flatsby: why American novels aren’t funny 🇺🇸😐 ✍️ me in @spectator America Related
Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.
Essayist, journalist and independent researcher on Chinese politics, strategy and cultural history; author of the blog The Scholar's Stage.
This is very good analysis. 100% endorse. “ The bottom line is things are moving fast, and I’d bet neither Washington nor Beijing yet know quite what to think about dialogue, what it can produce, and what it cannot.” Quoting @RushDoshi A slight elaboration on this theme: What is published in the People’s Daily or Global Times or China Daily certainly matters. But the recent articles in those outlets that we are all reading have a more near-term political purpose than to tell us what China thinks about AI dialogue. I suspect that… China America Related
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
x.com The optimal portfolio of the last 54 years had 36% U.S. housing. Run the same optimizer only through 1998 and U.S. housing doesn't appear at all. My latest on the best portfolio over the last 50 years (and why it's an illusion): ofdollarsanddata.com
America Related
Blog What Was the Best Portfolio Over the Last 50 Years? A few months ago, I analyzed U.S. stock returns over the last century. Today, I'm going to determine the best portfolio over the last 50 years among the following asset classes: U.S. Stocks International Stocks Real Est…
America Related
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
Security technologist and author of books including Applied Cryptography and Data and Goliath; writes the Schneier on Security blog and the monthly Crypto-Gram newsletter.
Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
Novelist and critic, author of The Body Scout and Metallic Realms; writes the newsletter Counter Craft on fiction craft and the publishing industry.
American-Polish journalist and historian, staff writer at The Atlantic; author of Gulag, Iron Curtain, Twilight of Democracy and Autocracy, Inc.
14 September
Essayist, journalist and independent researcher on Chinese politics, strategy and cultural history; author of the blog The Scholar's Stage.
With all respect to Chris, who has done much great work in this area, I do not agree. A Global Times “quick take” editorial is not the sort of government communique that “clearly and unmistakably” communicates anything. Between them the PRC government and the CPC have many organs and forums more authoritative than this, all better suited for drawing lines in the sand. A GT editorial should not be dismissed, but it is worth asking—if Xi’s mind was made up on the matter, why he would choose *this* uncertain venue to make point? Were I to sift the tea leaves, I would say this: to me this looks l… Quoting @ChrisRMcGuire The Chinese government has now clearly and unmistakably rejected serious collaboration with the United States on AI safety. This was a predictable development. It is also a clarifying moment for the importance of U.S. export controls on AI chips and other technologies, which are now indisputably a… government Related
Writes Hyperdimensional, a newsletter on AI policy and governance. A White House AI policy adviser in 2025; joined OpenAI on 6 July 2026 to lead its Strategic Futures team.
To some it is a Chinese psyop, to some it is an American psyop, to some it is a techbro psyop, to me it is allegro con brio China America Related
Creator of Homebrew, the macOS package manager, and a Swift developer.
CEOs at companies with shareholders can NOT make decisions that may lead to outcomes that are negative for the company’s bottom line. Hence even though it seems bizarre they are asking the government to force them into decisions that are negative for the company’s income. Quoting @walterkirn The AI CEOs are free to hobble or scuttle their own products if they feel they're so dangerous. They don't need the gov't. They don't need legislation. government Related
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Data scientist at Our World in Data and author of Not the End of the World. Writes By the Numbers, working through energy and climate questions with the numbers in front of them, and revising in public when they say something unexpected.
Co-founder and CEO of OpenAI; previously president of Y Combinator.
The world deserves confidence that American companies developing increasingly capable AI will act responsibly, especially as the trajectory of progress has steepened. Every frontier lab must deliver on this, and there is no reason any of us should come to work if we cannot. We welcome a federal framework that sets consistent safety requirements for frontier AI. But we do not believe we need to wait for an anti-trust exemption or legislation to begin the work of providing this confidence. Consistent rules to manage frontier risk so that we can maximize the benefits are a good idea (and we are… America Related
Economics writer; author of the Noahpinion newsletter.
Designer, product manager, YouTuber and developer who has written about technology at Birchtree since 2010. He makes the Quick Reviews and Quick Notes apps and the A Better Computer YouTube channel.
Apple's C2 modem is in the iPhone 18 Pro Max (except in America) America Related
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
Founder and editor-in-chief of MacStories, writing about Apple software, iPad workflows and automation since 2009. He co-hosts the AppStories podcast.
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
From one piece
The Dollar Will Be the Last Pillar To Fall
2 beliefs, in the piece's order there
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
government
Their words
that doesn't have to persist long for AI to join the ranks of systems that are important enough that there's someone senior in the government who's responsible for regulating them.
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thediff.co
13 September
Interviewer; the Dwarkesh Podcast runs long, heavily researched conversations with AI researchers, historians and economists.
Co-founder of Modem and a founding engineer at Sentry, where he went on to be VP of Engineering. Co-author of Third-party JavaScript, and co-host of the State of Agentic Coding podcast with Armin Ronacher.
“the US must beat China to control AI for global safety” is deeply unconvincing abroad: - US models are the ones being caught doing bad things - the US govt has once already cut off foreign access to models - they also regularly threaten to annex and punitively tariff allies Quoting @mitsuhiko This is the type of post I might regret later, but I really had an urge to rant about the current discourse around pacing the frontier. China Related
Web designer and writer; founded A List Apart and Happy Cog, co-founded the An Event Apart conference, and wrote Designing With Web Standards.
x.com Light at the end of a dark week: meeting a dear expat friend who’s back in America and NYC for a few days. America Related
Mastodon Light at the end of a dark week: meeting a dear expat friend who’s back in America and NYC for a few days. America Related
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
Co-founder and CEO of Shopify; long-time Linux user and Omarchy contributor.
America
Their words
By far the best strategy for Canada is, and has always been to win by helping America win.
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@tobi on X x.com
Creator of the Keras deep-learning library and the ARC-AGI benchmark.
AI alignment government
Their words
If there really is a high chance of AI leading to the extinction of humanity within years/decades, then the only rational stance towards safety monitoring and research pacing should be stringent, top-down government involvement and universally ratified international treaties.
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@fchollet on X x.com
12 September
Co-founder and CTO of Oxide Computer Company. Created DTrace at Sun Microsystems and was CTO of Joyent; blogs about systems software, open source and engineering culture.
Psychiatrist and clinical assistant professor at Case Western Reserve University. Writes Psychiatry at the Margins on the philosophical and scientific arguments inside psychiatry and the psy-sciences.
Co-founder of AngelList. Writes and podcasts at nav.al in short, aphoristic pieces on startups, wealth and judgement rather than long essays.
AI isn’t going away. Barring unprecedented global government coordination, it isn’t even slowing down. The only real decision is whether to centralize power, or disperse it. Do you fear the technology? Or a small number of people controlling the technology? government 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
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
China America
Their words
nobody was willing to do it because it had been seen as kind of against the norms of the economic system. And as actors like the United States and China do this, it becomes more acceptable.
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paulkrugman.substack.com
CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.
AI alignment America
Their words
The concerns over AI safety and cybersecurity are legitimate, but we’re risking talking America, the global AI leader, into self-inflicted obsolescence and the obscurity of bureaucracy.
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@rauchg on X x.com
Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.
America
Their words
the models that are actually causing issues right now are all closed weight American models. I’m fairly certain if they were open weight models, we would not have that issue.
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P(doom) lucumr.pocoo.org
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.
11 September
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Aligning with a party prevents you from ever having this (obviously correct) opinion. Trump's grifting (meme coin, selling early access to tweets, $5k bribes) is gross, unnecessary, and destroys confidence in markets and politicians. The Trump accounts are a fantastic achievement and could change millions upon millions of Americans' lives. Quoting @MebFaber The single worst trade I can think of: Sacrificing your mental independence and emotional health to align with a political party. Zero upside and massive downside. Try subbing out "ideas" for "party" in my favorite @AdamMGrant quote America Related
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Writer and podcaster; co-author of Abundance with Ezra Klein, a staff writer at The Atlantic from 2008 to 2025, and host of the Plain English podcast.
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
Prime Minister of the United Kingdom since July 2026 and leader of the Labour Party. MP for Makerfield since a by-election in June 2026; Mayor of Greater Manchester from 2017 before that.
On the 25th anniversary of 9/11, we remember the nearly 3,000 people who were killed, including 67 Britons. My thoughts are with all those who lost friends and family members that terrible day. Time may pass, but I know the grief is still felt just as deeply today. On this anniversary, we must remember that hatred and fear did not have the last word on 9/11. The terrorists sought to weaken and divide America, and everyone who believes in the values our countries share. But our response was clear: those who seek to destroy our way of life will never win. I saw that same defiance in Greater Man… America Related
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
Writes Slow Boring, a near-daily newsletter on American politics and public policy; co-founded Vox in 2014 and left it in 2020.
10 September
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Walter Russell Mead (@wrmead) on why Xi Jinping fears a US counter-blockade, and how China might try to still take Taiwan: "Xi Jinping is committed to trying to get Taiwan. The Chinese need a very high probability of success to commit themselves past a certain point, because failure would be catastrophic for whoever launched it. I think they're trying to get themselves into a position where they could have a soft blockade. They could give the orders that any ship that wants to go to Taiwan first has to stop at a Chinese port and go through a customs clearing process to assert sovereignty. The… Quoting @patrick_oshag My conversation with Walter Russell Mead (@wrmead). Walter has spent decades studying how America came to dominate the world and whether it can keep doing it in an era of AI, robotics and what he calls personal politics. He's a columnist at the Wall Street Journal and the author of Special Providen… China Related
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
.@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken: “If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.” “This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.” Listen: https://t.co/mfnaUo1DNT Watch: youtube.com
government Related
Researcher of social media, privacy and youth culture; founder of Data & Society and author of It’s Complicated.
“Congress has the power and responsibility to ensure that the census is both functional and legitimate… both parties are driving a stake through the heart of the American project.” (By moi) theguardian.com
America Related
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
Psychologist and writer. Author of the memoir Troubled: A Memoir of Foster Care, Family, and Social Class, and of a newsletter on human nature, psychology, social class and what he calls luxury beliefs.
Co-founder of Y Combinator and Viaweb; essayist at paulgraham.com.
From one piece
@paulg on X
2 beliefs · x.com
China America
Their words
This is why it's a good thing that American labs are in the lead. If Chinese labs were, their employees wouldn't be able to warn us about threats.
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@paulg on X x.com
China
Their words
But Chinese labs will encounter the same threats within a year, in complete silence.
Show the whole quote
@paulg on X x.com
9 September
Essayist, journalist and independent researcher on Chinese politics, strategy and cultural history; author of the blog The Scholar's Stage.
Those who work in the AI labs are vastly underestimating the likelihood that AI development in the United States can be slowed, damaged, or outright strangled by political forces outside their control. Quoting @Scholars_Stage AI safety concerns have now crossed a threshold. Quite suddenly, this is something normal politicos across the country not only care about, but feel emboldened to act on. Let me offer three predictions for what this means. America Related
Computer science professor who works on fast data processing; co-author of the simdjson parser and a weekly blogger about software performance since 2004.
Politicians, and people, are often deeply irrational. But it is often easier not to talk about it. In fact, it is considered impolite to talk about it. Case in point. In August 1914, British Columbia premier Sir Richard McBride spent $1.15 million of provincial money on two American submarines. That was about twice the yearly budget of the Royal Canadian Navy. Canadian provinces have no military. The man had no business buying weapons, let alone submarines. Let alone incredibly expensive submarines. A German attack on the West Coast was never likely. Germany did have cruisers in the Pacific f… Quoting @TristinHopper I regularly visit the grave of the B.C. premier who panicked at the outset of the First World War and used taxpayer money to buy a pair of random South American submarines. America Related
Swedish essayist who writes Escaping Flatland, a newsletter of essays on relationships, thinking, writing and homeschooling.
So one argument for why it makes sense to race toward AGI that you hear is that if the US labs don't, China will. What are the best write ups of what people expect will happen in a world where AGI is 1) aligned / controllable, and 2) China "wins"? AGI China Related
Canadian software developer and writer, co-editor of the XML and Atom specifications and formerly of Sun Microsystems, Google and AWS. Has written the blog ongoing since 2003.
The human face of the Autistici/Inventati affair, “Canceling Emily”: https://www.tbray.org/ongoing/When/202x/2026/09/08/Emily-Got-Canceled “The wastrels in Washington can reach across the ocean and silence a Canadian creator on an Italian website. With no prior legal process, nor any way to resist, and without fear of consequences.” #art #USpol America Related
Mathematical physicist at UC Riverside. Wrote This Week's Finds in Mathematical Physics and now the Azimuth blog on mathematics, physics and environmental science.
Did you hear about the UK government report on ecosystem collapse? It was created not only by the environment department but also intelligence agencies like MI5 and MI6. Reporters were invited to see the unveiling of this report in October 2025 - but at the last minute the Prime Minister blocked it! Luckily the Greens forced the release of a 14-page redacted version. 𝗧𝗵𝗲 𝗸𝗲𝘆 𝗷𝘂𝗱𝗴𝗲𝗺𝗲𝗻𝘁: 𝗶𝘁 𝗮𝘀𝘀𝗲𝘀𝘀𝗲𝘀 𝘄𝗶𝘁𝗵 𝗵𝗶𝗴𝗵 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝘁𝗵𝗮𝘁 𝗲𝘃𝗲𝗿𝘆 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝘀 𝗼𝗻 𝗮 𝗽𝗮𝘁𝗵𝘄𝗮𝘆 𝘁𝗼 𝗰𝗼𝗹𝗹𝗮𝗽𝘀𝗲 - 𝗶𝗿𝗿𝗲𝘃𝗲𝗿𝘀𝗶𝗯𝗹𝗲 �… government Related
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
I hear roughly 3 reasons people keep working at AI labs despite believing in ~10% extinction risk: 1) Techno-determinism: Someone will build ASI no matter what, and I can do it better & more safely than China/OpenAI/etc 2) Consequentialism: ASI might kill us, but it also might produce utopia/immortality/superabundance, so it's a +EV bet 3) Self-interest: I am personally having fun & getting rich working on cool tech with friends. I don't think about the macro stuff. Notably, none of this is "I'm hyping up the risk for marketing reasons." People believe what they say, while being capable of a… Quoting @EvanHub Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to. OpenAI China Related
Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires The bull market in wealth The next financial crisis A buying opportunity in bonds? AI is crowding out bonds & construction spending The American Dream is still alive Is college still worth the cost? America Related
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
JavaScript government
Their words
I do not think those running the government testing understand what is going on, and believe they are reacting basically on vibes and what various trusted people tell them.
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thezvi.substack.com
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
From one piece
When will average people feel AI’s impact?
2 beliefs, in the piece's order there
8 September
Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
Canada is becoming a clean energy superpower. We’re building new hydro, wind, and transmission projects in Newfoundland and Labrador — the biggest clean energy investment in North American history. More than 20,000 jobs. More clean, reliable, affordable power for Canadians. energy America Related
Mathematical biologist; Senior Lecturer in the Department of Mathematical Sciences at the University of Bath and author of The Maths of Life and Death and How to Expect the Unexpected.
x.com "As National Statistician, Andre will lead the wider UK statistical system, providing advice to the government on statistical matters." What else would you have a national statistician do? gov.uk
government Related
Bluesky "As National Statistician, Andre will lead the wider UK statistical system, providing advice to the government on statistical matters." What else would you have a national statistician do? government Related
Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.
Essayist, journalist and independent researcher on Chinese politics, strategy and cultural history; author of the blog The Scholar's Stage.
Exactly. If everywhere you go all you see is a coffee shop templated on American standard, this has as much to do with you as with “the state of the world.” This is even true within the United States! Quoting @Chris_arnade written about this extensively so often, but here it goes again Every country has that one city (at least) with that one neighborhood (wealthy) which is their version of the global good life, and if you stick to it, and many tourist do, all you get from your travel is the local variation on a comfo… America Related
Co-founder of AQR Capital Management; quantitative investor and writer.
Remember back in 2009 when the radical republicans were the ones calling for much smaller government? Yeah, me neither. But I think they were called fascists for that too. government Related
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Lawyer and everyday-carry gear reviewer who publishes scored knife, flashlight and multitool reviews at Everyday Commentary.
Spyderco SpyNano Review Note: This review, as with all content I write on this site, is my opinion. It does not reflect the opinion of others, including the American Knife and Tool Institute (AKTI), the cutlery trade group that I advise on leg…
America Related
Mathematician and Senior Lecturer in the Mathematics department at Columbia University. Author of the book Not Even Wrong and of the long-running physics blog of the same name.
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
China
Their words
Chinese model makers at the frontier, however, are becoming more restrictive
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interconnects.ai
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
7 September
Programmer and writer; co-founder of Stack Overflow and Discourse, and author of the Coding Horror blog, which he has written since 2004.
"Multiple people now literally have the wealth of nations, or at least that of large government agencies. No wonder public policy is in shambles." government Related
Economist; former chief economist of the International Monetary Fund.
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.
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.
The 2nd floating bridge access Lake Washington opened in 1963 (pictured here upper right). People called it the new bridge. A 3rd new bridge was then built next to the oldest bridge. A 4th new bridge was built next to the original bridge. Great wind barriers for water skiing. America Related
President of the United States, the 45th from 2017 to 2021 and, as of 2026, the 47th; before politics a New York property developer who ran the Trump Organization, and the host of The Apprentice from 2004 to 2015.
Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
immigration government
Their words
Voting for the AfD in the current landscape, whatever your economic issues, in short, is not a vote to have your economic issues addressed by social democracy, or welfare or government intervention.
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adamtooze.substack.com
6 September
FreeBSD developer and former FreeBSD Security Officer; founder of the Tarsnap online backup service and author of the scrypt key derivation function.
I'm confused. Isn't the Speaker of the House of Representatives literally the most senior member of that particular branch of the US government? Who exactly is "upstairs" to him? Quoting @RepThomasMassie I predicted they’d call off Congress until the election to stop our new Epstein bill. Johnson said on TV that was “stupid” and “nonsensical.” But then he got a call from “upstairs” and canceled Congress from the middle of September until the election. government Related
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Prime Minister of the United Kingdom since July 2026 and leader of the Labour Party. MP for Makerfield since a by-election in June 2026; Mayor of Greater Manchester from 2017 before that.
This is the Britain I want us to build: government providing the foundations, local leaders providing the plan, and businesses providing the investment, jobs and opportunities. All working towards that same goal: good growth in every postcode. thetimes.com
government Related
Co-founder of Foundry Group and of Techstars. Has blogged at Feld Thoughts since 2004 and has written or co-written nine non-fiction books on startups and venture capital.
Chapter 26.1: The Feed Sable finds the FBI drew its own search box: fourteen empty parking lots. "They walked out of the search area yesterday. Probably in daylight. Possibly past one of the parking lots with Americans standing in it." zeroknowledge.ink
America Related
Professor of strategic studies at St Andrews; wrote How the War Was Won and The Strategists, and writes weekly on the war in Ukraine.
5 September
General partner at Andreessen Horowitz from 2013 to 2018 and CTO of Coinbase from 2018 to 2019; co-founder of Counsyl and Earn.com. Wrote The Network State (2022), free in full at thenetworkstate.com, and founded the Network School.
Network School Kazakhstan is now officially open, with a packed crowd for the ribbon cutting, and government officials welcoming us. Kazakhstan is a high-tech country that recently ranked #1 in the International Physics Olympiads. It’s full of confident, smart, young people. And it’s now recruiting global talent from around the world. So: if you want to build a techno-optimist community in a techno-optimist country, join us at https://t.co/bOBW6x8JVs. Quoting @SuperteamKZ Network School has officially launched in Kazakhstan 🇰🇿 On September 2, Superteam Kazakhstan co-hosted the official launch of @ns Kazakhstan at https://t.co/0i1oGJtuLS alongside the Ministry of AI and Digital Development and @AstanaHub. government Related
Computer scientist and director of the MIT Digital Currency Initiative; her research covers distributed systems, databases and digital currency.
This is going to have really negative effects on American competitiveness and innovation in 5-10 years and was completely avoidable Quoting @tianyin_xu I've written 70+ recommendation letters for students applying graduate programs in my career. This is the saddest one I have to redo. // A former undergrad student got denial of entrance with a 5-year ban, when flying to the US for PhD study. As usual, no reason was given. I can't imagine what he h… America Related
Researcher of social media, privacy and youth culture; founder of Data & Society and author of It’s Complicated.
Many politicians are obsessed with the idea that non-citizens vote. The reality is often more complicated. Did you know that American Samoans have a US passport and yet cannot vote or run for office? Quoting @taniel.bsky.social Meaningful news earlier today. Many of you read and reacted to this story earlier this year on this Samoan woman in Alaska who was being prosecuted for voting alongside many in her family. A judge tossed her case today—a huge win, if just a first step in her story. America Related
British historian, Professor of Global History at the University of Oxford; author of The Silk Roads and The Earth Transformed.
In 1914, Aurel Stein unearthed an extraordinary textile fragment at ancient Loulan in the Tarim basin- showing the unmistakable face of Hermes. A Greek god, discovered in a desert cemetery in what is now western China 1/5 China Related
Economics writer; author of the Noahpinion newsletter.
Co-founder of Sundial; former vice president of product design at Facebook; author of The Making of a Manager; writes The Looking Glass.
Things my (Chinese) mom thinks are unbearably white: - snacks with no flavor (eg pretzel) - spending a disproportionate amount of total gift value on packaging (eg gift bag, tissues, bow) - investing into pets rather than kids China Related
Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.
4 September
Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
American-Polish journalist and historian, staff writer at The Atlantic; author of Gulag, Iron Curtain, Twilight of Democracy and Autocracy, Inc.
From one piece
The Myth of the “Censorship Industrial Complex”
2 beliefs, in the piece's order there
3 September
Economist; Ronald A. Kurtz Professor of Entrepreneurship at MIT Sloan, former chief economist of the International Monetary Fund, and co-author of 13 Bankers and Power and Progress.
Writer on learning and skill acquisition; author of Ultralearning and Get Better at Anything, known for the MIT Challenge and the Year Without English.
New Article: Book Review: China’s Examination Hell https://t.co/qJGWKpTLEZ I found China’s Examination Hell fascinating. It offers a very different perspective on education, learning and competition. Here’s my review. China Related
Investor and writer. Previously a partner at Andreessen Horowitz and a product leader at Twitter, Facebook, Snap and Microsoft. Writes essays and memos at sriramk.com.
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Investor and writer. Previously a partner at Andreessen Horowitz and a product leader at Twitter, Facebook, Snap and Microsoft. Writes essays and memos at sriramk.com.
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
Author of Recoding America; founded Code for America and was US deputy chief technology officer from 2013 to 2014. Writes Eating Policy on why governments cannot do what they decide to do.
From one piece
The Crisis We've Been Waiting For
2 beliefs, in the piece's order there
Builds developer tools — SST, and now OpenCode at Anomaly. Posts constantly on x.com and writes almost never; the blog stopped in 2021.
2 September
Investor and writer. Previously a partner at Andreessen Horowitz and a product leader at Twitter, Facebook, Snap and Microsoft. Writes essays and memos at sriramk.com.
great momentum from @finkd and @alexandr_wang. particularly excited by their upcoming open weights launch - we need more American open weight models at the frontier. America Related
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.
A podcast recently left me in tears, sitting in my car "Sold a Story" traces how a deeply flawed theory of reading took over American classrooms for decades, despite mountains of evidence proving it didn't work It's a masterclass in storytelling It's also a wake-up call for anyone who creates educational content: popular and effective are not the same thing I wrote about what this taught me about virality, trust, and the content I put out every week America Related
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
Economics professor at George Mason University and author of The Myth of the Rational Voter, Selfish Reasons to Have More Kids, The Case Against Education and Open Borders. Writes Bet On It.
Reflections on Americans’ Net Worth I’ve been an economics professor for almost 30 years, but I don’t think I’ve ever before seen anything like the table below. I knew that claims that “58% of Americans can’t afford a $1,000 car repair” were laughable cli…
America Related
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
Non-ironically this sort of factor is an underappreciated vector for policing reform, because cross-departmental onmbudsmen willing to intervene against a sworn officer without someone dying are very rare in the U.S. legal/political system. Quoting @willchamberlain On the latest Counterweight, Rahul Sidhu (@rahul), Flock’s chief strategy officer, explains that police database abuse is not a new problem. Bad cops have been running plates for friends for decades. What's new is that Flock created auditing software that is catching them. America Related
Programmer, photographer and musician, best known for the Python Requests HTTP library and other Python tooling.
Economist; former chief economist of the International Monetary Fund.
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.
1 September
FreeBSD developer and former FreeBSD Security Officer; founder of the Tarsnap online backup service and author of the scrypt key derivation function.
Yes it is. American policies have dramatically increased interest among Canadian youth in helping to build a stronger Canada, and as a nation we're happy to help everyone build their skills even if they're too young to take up arms. Quoting @PeteHegseth 🇨🇦 (this is real) America Related
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. Quoting @LynAldenContact Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%? government Related
Co-founder of AQR Capital Management; quantitative investor and writer.
“Israel’s leading human rights organization, B’Tselem”. That’s like calling Code Pink America’s leading foreign policy think tank. Quoting @JewishWarrior13 ⭕ In our Jewish history, we had Jews who were traitors; fortunately, not too many, but these two, Beinart and Stewart, will have a place very high on that list for their contribution to Jew hatred. America Related
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
Machine learning engineer working on recommender systems, personalization and information retrieval. Previously worked on LLMs and LLM infrastructure at Mozilla.ai and on ML and recsys at Duo, Tumblr, Automattic and Comcast; wrote the 'What are embeddings?' text and ran the Normconf conference.
Bad code is kudzu Cultivation of the Vines, Henri Martin Kudzu is a plant that was once introduced from East Asia to the eastern United States as a way to combat soil erosion. But, kudzu, once introduced, grows aggressively and can overt…
America Related
31 August
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
Economist; Ronald A. Kurtz Professor of Entrepreneurship at MIT Sloan, former chief economist of the International Monetary Fund, and co-author of 13 Bankers and Power and Progress.
New podcast episode: https://t.co/CA0rp35ZIf US-Iran War ends when China decides to help broker a deal (not soon) China Related
Technology journalist; writes Understanding AI, after reporting at Ars Technica, Vox and the Washington Post.
British open-standards and open-source technologist, formerly of the UK Government Digital Service and the W3C Advisory Committee. Blogs at shkspr.mobi, where he posts a book review most weeks.
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Founder of Trilogy Software and principal of Alpha School, the private school network built around two hours a day of AI-delivered mastery learning.
From one piece
How to Accelerate Learning & Improve Education | Joe Liemandt
5 beliefs, in the piece's order there
America
Their words
The most positive use case if you said, you know, what's the number one thing we could use AI for? It's not giving kids chatbots that's going to work. It's giving them an individualized lesson plan based on their level to catch them up to grade level. And that would be the single best thing we could do to fix education in America.
Show the whole quote
youtube.com
America
Their words
And that's the problem in our current education system today is we are taking eighth graders and we are delivering them eighth grade content because that's what an eighth grade teacher does by law. They need to stand up and deliver the eighth grade content.
Show the whole quote
youtube.com
America
Their words
The single biggest indicator of your performance is your family income. You can predict somebody's test scores basically.
Show the whole quote
youtube.com
+ 2 more
America
Their words
We have sort of how you treat academics and how you treat sports. And if we took the sports ethos and the athletic ethos in America and we applied it to academics, we would fix every academic problem in this country.
Show the whole quote
youtube.com
America
Their words
There's a test, there's a bunch of them, but you can use this one, which is NWA MAP test. It's a 300point scale. The average eighth grader to 12th grader goes up one point from a you know it depends on the subject but 233 to 234 four years later they don't learn anything.
Show the whole quote
youtube.com
Front-end developer and writer; co-founder of CodePen, founder of CSS-Tricks, and co-host of the ShopTalk Show podcast.
government
Their words
Sometimes I get super nervous that someday the US government is really going to fuck with the web. Like they are going to decide they just don't have enough control over it and are going to get really heavy-handed somehow.
Show the whole quote
46 chriscoyier.net
30 August
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Economics writer; author of the Noahpinion newsletter.
American historian of Central and Eastern Europe and the Holocaust; author of Bloodlands, On Tyranny and On Freedom, and writer of the newsletter 'Thinking about...'.
Professor of strategic studies at St Andrews; wrote How the War Was Won and The Strategists, and writes weekly on the war in Ukraine.
Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
From one piece
The growing rumble
2 beliefs, in the piece's order there
29 August
Founder and former CEO of Zynga, the social-games company behind FarmVille, Zynga Poker and Words with Friends; says he founded ten companies in all, and wrote Life at the Speed of Play.
CAIR is the real enemy of America! A virus allowed to incubate inside our schools. Quoting @AvivaKlompas Guess what the Council on American-Islamic Relations (CAIR) was recommending for America’s schoolchildren. To teach kids that the 9/11 terrorist attacks were carried out in “response” to America’s support for Israel and other U.S. policies. And among the recommended readings for high school student… America Related
We need to all loudly keep calling out the truth about 9/11. Al Queda terrorists murdered 3000 innocent Americans. Dont let their deaths be rewritten as ‘planes flying into buildings’. Quoting @GovernorPataki I was Governor of New York on September 11, 2001. The planes did not simply crash into the World Trade Center and the Pentagon. They were hijacked and deliberately flown into those buildings by Islamist terrorists. America Related
Physicist and science communicator. Writes Backreaction and makes videos explaining new physics and astronomy results, frequently to argue that the headline about them overstates the case.
Ancient and military historian; writes A Collection of Unmitigated Pedantry, long series checking what history actually says against how popular culture tells it.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
28 August
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
Complex Systems this week is with @max_spero_ of Pangram, discussing detecting AI-produced outputs, the social implications of those hitting various adversarial touchpoints in government and elsewhere, and a bit of how Pangram works under the hood. government Related
Partner at Collaborative Fund and author of The Psychology of Money, Same As Ever and The Art of Spending Money. Writes essays on investor behavior and posts frequently on X.
The Psychology of Money Podcast: Household debt/GDP has plunged at the same time Government debt/GDP surged. On net, we're about where we were 20 years ago. government Related
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
From one piece
My Most Contrarian Opinion Right Now
3 beliefs, in the piece's order there
27 August
Software engineer, Wikipedia editor and crypto critic; writes Citation Needed and runs Web3 is Going Just Great.
crypto billionaire Justin Sun has posted an extremely long, extremely weird Twitter post detailing a previous relationship with Chinese actress Jing Tian, suggesting she reneged on a $50 million agreement to use her eggs to have a child with a surrogate (screenshots machine translated) #JustinSun crypto China Related
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Criminal defence lawyer in New York; writes Simple Justice, mostly about how criminal law works in practice rather than in theory.
Professor of international affairs at Johns Hopkins SAIS and co-author, with Abraham Newman, of Underground Empire: How America Weaponized the World Economy.
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.
America
Their words
Whether American teenagers should be harassed after 10 p.m. by engagement-baiting push notifications ought to be a matter for Congress, not the social media cartel.
Show the whole quote
platformer.news
26 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Cartoonist and comics theorist, author of Understanding Comics, Reinventing Comics, Making Comics and the graphic novel The Sculptor.
Stephen Marche on Trump: "He's following in the grand tradition of American leaders starting wars with people they don't understand—then wondering what went wrong." America Related
Author and journalist writing on food, plants and consciousness. Professor at UC Berkeley and co-founder of its Center for the Science of Psychedelics.
Americans Encounter Risks at Psychedelic Clinics Abroad https://t.co/fL9QUlP61y via @NYTimes America Related
Economist specialising in global income inequality; formerly lead economist in the World Bank research department, now at the CUNY Graduate Center and author of the Global Inequality and More newsletter.
25 August
China economy researcher based in Beijing who writes on his personal blog about Chinese political economy, history, books and music.
Everybody is sharing their favorite Dolly clips. This is one of mine, of her singing harmony with Doc Watson in a backstage rehearsal. Two giants of American music, relaxed and at home with each other. youtube.com
America Related
Journalist; wrote We Are Eating the Earth on food and climate, and writes the newsletter Emissions.
Designer and technologist; author of The Laws of Simplicity; former president of the Rhode Island School of Design; formerly at the MIT Media Lab.
Treat Yo’ Self: Gen Z’s Hidden Subsidy This rabbit hole started when I noticed this video on YT: So I went into Bank of America Institute’s new report, The Gen Z Reality Check, expecting to learn about Gen Z spending and whether the fellow was right or not.…
America Related
Zurich-based value investor who ran the Aquamarine Fund from 1997 to 2025 and wrote The Education of a Value Investor. He hosts the VALUEx gathering in Klosters and publishes a podcast and newsletter.
A government confident it's policy should be able to answer basic questions: is Norway opposing settlements—or making Jewish presence itself the test? The Deputy Foreign Minister’s refusal to answer says it all. Thank you @HausdorffMedia, @akravik79 you are an amateur Quoting @HausdorffMedia A concerning conversation with the Deputy Foreign Minister of Norway Andreas Kravik @akravik79, about Norway’s proposed trade ban singling out Jews. He wouldn’t answer the direct question about whether Jewish-run businesses employing local Arabs would be exempt, but he was clear that the intention… government Related
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
Author and journalist writing on food, plants and consciousness. Professor at UC Berkeley and co-founder of its Center for the Science of Psychedelics.
Big Food Is Winning the War for America’s Diet https://t.co/djXdaCflYx via @NYTOpinion America Related
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
America
Their words, before
It’s not that any one of these things represents a mania, but collectively they do. And I know what can happen after that mania.
Show the whole quote
Their words now
Since then U.S. stocks are up 16% (total return) and my bearish prediction turned out to be misguided.
Show the whole quote
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Writes on effective altruism, energy and the arithmetic behind arguments people repeat — including how much electricity a chatbot query actually uses.
From one piece
I think the data center backlash is mostly about data centers
2 beliefs, in the piece's order there
data centers America
Their words
I have a long separate post here looking at the evidence we have, and I come away thinking the data center backlash is basically entirely homegrown.
Show the whole quote
blog.andymasley.com
data centers America
Their words
All this combined with the survey data on Americans’ stated reasons for opposing data centers makes me think that attitudes toward AI are probably a meaningful factor for a minority of people opposed to data centers, but I don’t think the backlash overall is driven by people’s thoughts on AI.
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blog.andymasley.com
24 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
Author and journalist writing on food, plants and consciousness. Professor at UC Berkeley and co-founder of its Center for the Science of Psychedelics.
Monetary economist known for NGDP-level targeting. Wrote TheMoneyIllusion until it closed in 2024 and now writes The Pursuit of Happiness.
Usability pioneer; co-founder of Nielsen Norman Group and founder of UX Tigers; author of the ten usability heuristics and of Jakob's Law.
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
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.
Their words
I can confirm @xAI was the only Western AI I was able to use when I was traveling in China
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levels.io
23 August
Security researcher; founded Have I Been Pwned, and writes and speaks about data breaches.
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.
Europe government
Their words
I think most high skilled Europeans are happy to pay (even high) taxes That is, if the government does a great job like Singapore or Dubai or Korea or Japan and most things work well You pay the government for a service and you get safe cities, great public services and great healthcare back
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levels.io
22 August
Founder and former CEO of Zynga, the social-games company behind FarmVille, Zynga Poker and Words with Friends; says he founded ten companies in all, and wrote Life at the Speed of Play.
So happy America has this great patriot who will put his capital into actual policies that make our country better! Quoting @JTLonsdale I generally avoid legacy media, but both NYT & WaPo had articles about me and our policy org @InstituteCicero this morning. Although it ignores the bulk of my @8vc work in AI et al, most of the battles to fix healthcare, and takes some license, the WaPo profile was well-written. America Related
Here is the actual threat to Western democracy and freedom. AIPAC is battling the DSA and extreme left but portrayed as anti American. Meanwhile Qatar, muslim brotherhood, CAIR are supporting the most America hating candidates. Hiding in plain sight as always. Quoting @paulsperry_ BREAKING: The Shariah-ruling arm of the US Muslim Brotherhood has issued a fatwah unlocking an estimated $140 million a year in tithing (zakat) from American Muslims to finance the campaigns of Muslim leaders for public office including the House & Senate America Related
Co-founder of Y Combinator and Viaweb; essayist at paulgraham.com.
data centers America
Their words
Preventing companies from building data centers in America wouldn't slow down the rate of progress in AI. It would merely slow down the rate of progress in AI in America.
Show the whole quote
@paulg on X x.com
Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
America
Their words
We cannot accept what they have offered, and we will not give what they have asked.
Show the whole quote
pm.gc.ca
Author of Recoding America; founded Code for America and was US deputy chief technology officer from 2013 to 2014. Writes Eating Policy on why governments cannot do what they decide to do.
America
Their words
We now know that fires are necessary for healthy forests, that a century of fire suppression in the West has been disastrous.
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eatingpolicy.com
21 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.
This is very good. Ben brings a career of thinking to his views on where we are today. My favorite part is the beginning. There is no reasonable path to AI global dominance for the U.S. vs the world. It’s a fantastical notion that falls apart when thinking through the details. Quoting @patrick_oshag My conversation with @benthompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for the US to win the AI ra… America Related
Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.
What's the best work you've consumed on open models, us v china AI, distillation, or related topics? Blogs, papers, videos, podcasts all welcome. China Related
Software architect and futurist; founded ClariNet, chaired the EFF, and has written about robocars for two decades.
Australian moral philosopher, Professor of Bioethics emeritus at Princeton University; author of Animal Liberation, Practical Ethics and The Life You Can Save.
Monkeys are imported into the U.S. to be used in experiments. We have a chance to stop this. If you are in the U.S., please tell your representative to support the PRIMATE Act. @peta.org has made it easy to act: support.peta.org/page/96444/a... #primates #animalwelfare #petition America Related
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
From one piece
How Countries Go Broke: The Dynamic Behind What is Happening Now
3 beliefs · raydalio.substack.com
interest rates government
Their words
The debt dynamics work the same for a central government as they do for a person or a company, except that a central government has a central bank that can print money (which devalues it) and it can take money away from people via taxes.
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raydalio.substack.com
interest rates government
Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
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raydalio.substack.com
government
Their words
Because one can measure these things, one can monitor this debt dynamic happening, so it’s easy to see problems approaching. I’ve used this diagnostic process in my investing and I’ve kept it to myself, but I’m now explaining it in detail in How Countries Go Broke: The Big Cycle because it is too important to keep to myself.
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raydalio.substack.com
Co-founder of AngelList. Writes and podcasts at nav.al in short, aphoristic pieces on startups, wealth and judgement rather than long essays.
China
Their words
Frontier Labs are incented to be fearful as it provides a moral justification for staying closed.
Chinese Labs take the consistent position of doing what’s good for all and being open.
So the little guys find themselves in the uncomfortable position of rooting for the Chinese…
Show the whole quote
@naval on X x.com
20 August
Monetary economist known for NGDP-level targeting. Wrote TheMoneyIllusion until it closed in 2024 and now writes The Pursuit of Happiness.
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
America
Their words
Said another way, for every person who is pretty sure that God doesn’t exist, there are six who are fairly certain of the existence of a Higher Power. Non-believers are statistically rare.
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graphsaboutreligion.com
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
19 August
Software architect and futurist; founded ClariNet, chaired the EFF, and has written about robocars for two decades.
18 August
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Indian software engineer and co-founder of Skcript; builds web apps and writes at varunraj.in.
Long power cuts on every alternative days, What is @TANGEDCO_Offcl doing? That too after a recent power cable change for the entire street. TNEB scam is still hapening in @TVKPartyHQ government? government Related
US science and technology adviser to the president, director of the White House Office of Science and Technology Policy; previously US chief technology officer and chief operating officer of Scale AI.
From one piece
Michael Kratsios: Inside the White House's AI Strategy
5 beliefs, in the piece's order there
government
Their words
I think there is there is um no place where you can work on bigger problems than the US government. Even at the the biggest tech companies in the world, you're never going to be dealing with problems of this of this scale.
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youtube.com
startups America
Their words
if if DC is in a vacuum isn't hearing anything from the startup ecosystem or even from big tech ecosystem or even from financial services or all these different industries, we can't make the best decisions.
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youtube.com
open source America
Their words
if the US wants to lead in artificial intelligence, we have to have a vibrant closed and open source ecosystem, and that's the only way they can all work together.
Show the whole quote
youtube.com
+ 2 more
government
Their words
no matter what kind of industry you're looking at, there was this government angle where the government's policy actions could be ones that could actually unlock technologies.
Show the whole quote
youtube.com
America government
Their words
Over time that has sort of inverted completely. The private sector plus philanthropy now do about 70% of R&D and the and the government only does about 30.
Show the whole quote
youtube.com
Senior space editor at Ars Technica; wrote Liftoff and Reentry on SpaceX, and reports on launch and rocket programmes.
From one piece
The United States is about to wake up to the threat from China’s space program
3 beliefs, in the piece's order there
China America
Their words
If China can land humans on the Moon before the United States returns, it will represent a huge geopolitical win.
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arstechnica.com
China America
Their words
This will likely serve as a wake-up call to those not paying attention to the US-China space race—which, to be clear, is the vast majority of Americans.
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arstechnica.com
China
Their words
In all of NASA’s and China’s plans for long-term settlement on the Moon, relatively few square miles at the South Pole of the Moon matter the most.
Show the whole quote
arstechnica.com
Economics writer; author of the Noahpinion newsletter.
Their words
This is one of the best-kept secrets in San Francisco, since most people think it’s just a place to drink, but it actually has a very extensive food menu full of creative and excellent cuisine that’s basically a mashup of French, Latin American, Korean, Japanese, and Italian.
Show the whole quote
noahpinion.blog
17 August
Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.
Emeritus professor of war studies at King's College London; wrote Strategy: A History and Command, and writes about the wars in Ukraine and Gaza as they happen.
Science fiction novelist, journalist and technology activist; writes the daily blog and newsletter Pluralistic, and coined the term enshittification.
Their words
Jenkins' flair for legal communications carries over to her scholarly work, of course, which is why her Open Copyright Casebook is a standard text for American law schools:
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pluralistic.net
15 August
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Lawyer and everyday-carry gear reviewer who publishes scored knife, flashlight and multitool reviews at Everyday Commentary.
Benchmade Mini Bugout in S90V Review L to R: Reylight Mini Pineapple v3 and Benchmade MBO in S90V Note: This review, as with all content I write on this site, is my opinion. It does not reflect the opinion of others, including the American Knife and Tool I…
America Related
Nothing matches. Show everything
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