April 17 2026 Mamdani Tax Pied-a-terre tax Dumb because second home will be taxed and thats the most elastic part of the market - so no one will buy second home in NY This is like a dog whistle - asking for United Healthcare CEO type shooting or Sam Altman home firebombing Maybe this is good for hotels This hurt London - land banking - so maybe it will work out for NY Maybe the solution is building more housing - like in Austin Its obviously good for the city to have billionaires park their money in these cities They also don’t consume resources but pay property taxes so its profitable for the city So this will hurt With the London situation rich people moved to other cities in Europe Transaction costs in LA and SF are too high (could be 13% of property) Your property is not safe in blue states - wealthy people will realize that - the political class thinks they can take a chunk of it OpenAI Internal memo shows targeting Anthropic and going after their market shar...
April 10 2026 Brad Gerstner back in for Friedberg Just do stuff - build and don’t ruminate Works at all levels of society and desires Anthropic Mythos Found many security vulnerabilities Good job setting up Project Glasswing - signed up a bunch of amazing companies like Google, Apple, etc to find vulnerabilities before hackers exploit them OpenAI and Google will likely do the same thing with their upcoming powerful models While Anthropic has a track record of scaring people alongside their product releases or fund raising - in this instance it does seem they have been very responsible Frontier Model Forum cooperates and coordinates on items of such high importance Why did they contact these software giants and NOT nuclear reactor makers, airplane manufacturers, airline operators, etc? Anthropic ankles OpenClaw Switch to API usage instead of $200 bundle Are they giving themselves an unfair advantage? Apparent competitors for OpenClaw Hermes Anthropic Claude ...