June 19 2026
- Great American Politburo
- This is being formed right now in the US
- New oligarchs are taking their seats and forming their rule
- The leaders who elect themselves to dictate the economy
- Elizabeth Warren, Bernie Sanders, Ro Khanna
- They want to seize the means of production, control education and the media
- They lose to their minds any time someone builds something new
- They are the rising evil empire
- This is against the spirit of economic mobility in the US - the government giving you things takes this away - you become an indentured slave of the government
- Human agency is limitless - any time you make a system where the government gives people stuff, you are taking away that agency
- We are getting to the point where there is no longer any private property in the US
- Illinois set to begin taxing Bitcoin, Crypto transactions
- SpaceX IPO
- Cursor deal $60B consummated
- Chamath called it
- $135/share
- Raised ~$85B
- Incredible ride over 2 decades
- Wealth comes from the machines that make the stuff and the value people put in the machine’s ability to make stuff in the future
- This is the magic of capitalism and free markets because anyone can transition from labor into capital and back - its fluid
- Machines also become obsolete in a capitalist society very quickly
- Government is the one unobstructed monopoly that cannot be disrupted
- US government vs Anthropic
- Mythos, Fable 5 pulled
- According to Sacks
- the White House wasn’t informed about some companies that were already given access to Mythos
- Apparently Andy Jassy from Amazon might have informed the administration about vulnerabilities in Fable
- When administration reached out to Dario he refused to take Fable down
- Seems AI leaders are not covering themselves in glory
- Anthropic is antagonizing the government to create regulations
- We will all lose if the government has to step in here
- Natural conditions are emerging for open source and fragmentation of the AI stack
- You can trace the productivity boom in technology and software after the government forced disaggregation of the compute stack out from IBM (that way back when used to be the full vertical player including chips, OS, software, etc)
- Claude psychoanalysis of Dario based on his writings
- “His whole idea is that he is right and everyone else is wrong
- Only he can be trusted with AI and others are not worthy”
- Multiple Biden officials post administration went to work for Anthropic
- Great play by Dario to scare everyone using Mythos after they had lost the Department of War contract
- Great oped by NYTimes on asking AI companies to stop doom trolling
- Dario claims not launching Mythos without guardrails cost the company - he ignores that not putting the safety features would have caused all kinds of lawsuits
- Iran war
- Memorandum of Understanding might be codified soon - deal mediated by Pakistan - should be signed June 19
- Every military target is already flattened, we will not send any ground troops (Iran is like a mountain fortress, 3 times bigger than Iraq and that war took ~half a million troops) so seems like we would try peace
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