This is weak sauce. No serious person disputes that single payer would significantly reduce administrative costs!
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Topher Spiro retweeted
She deserves no credit. I have met numerous Independent older women who are backing Collins because they believe Jackson is abusive and/or misogynist. A Janet Mills endorsement, especially in an ad, would have gone a long way had it not been made at the last possible juncture.
Janet Mills (finally) endorses Troy Jackson.
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Topher Spiro retweeted
My mother gave me the best advice when I didn’t get something I wanted and wanted to rage: nobody remembers anything except your exit.
Graciousness and team building isn’t only a virtue, it’s smart because they’ll remember you well when another door opens. This is not that ⬇️
Graciousness and team building isn’t only a virtue, it’s smart because they’ll remember you well when another door opens. This is not that ⬇️
Stevens, cont'd.: "But I will be honest: There are a lot of voters in Michigan ... they are still undecided and they are hurt and they are confused. And this is why I think our nominee is in a very strong position to denounce the hateful ads that have hurt people." #MISEN
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umm we don't know yet if (I think it's when) the bubble will burst;
certainly, Anthropic's S-1 revealed serious risks!
certainly, Anthropic's S-1 revealed serious risks!
I mean look, AI is hard. I’ve been wrong about many aspects of it and most of the smartest people I follow have been wrong about *something.*
But Ed has been claiming peak AI for more than two years. This is almost literally like covering the Intel IPO in 1971 by bringing on somebody who claimed that Moore’s Law (written in 1965) had peaked in 1966, 1967, 1968, 1969, and 1970. It’s not illegal to do this, but your source is confidently commenting on a phenomenon his previous commentary considered impossible.
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Topher Spiro retweeted
Judge strikes down Trump admin's definition of 'medically frail' in Medicaid work rules politi.co/4iMsHir
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Topher Spiro retweeted
I cannot stress enough that this behavior ought to be utterly disqualifying for any future office or role in the Democratic Party
Stevens, cont'd.: "But I will be honest: There are a lot of voters in Michigan ... they are still undecided and they are hurt and they are confused. And this is why I think our nominee is in a very strong position to denounce the hateful ads that have hurt people." #MISEN
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Topher Spiro retweeted
AND MONTANA SENATE INDEPENDENT CANDIDATE SETH BODAR IS AHEAD OF REPUBLICAN KURT ALME IN HIS FIRST POLL, EVEN WITH BANKHEAD TAKING 10% OF THE VOTE. FOLKS WE HAVE A RACE ON OUR HANDS.
Concord Public Opinion Partners poll | 10/22-10/23 LV
US Senate Montana 2026
⬜️Seth Bodnar 39%
🟥Kurt Alme 38%
🟦Alani Bankhead 10%
🟨Kyle Austin 2%
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Topher Spiro retweeted
The butthurt handling of this primary defeat by Haley Stevens and now her fiance after they had tens of millions in outside money spent on her behalf is appalling. The next SecDef or a Trump SCOTUS judge is on the line here! Totally pathetic & reveals that the loss was deserved
#MichiganSenate
Detroit News: Haley Stevens' fiancé says he's voting for Mike Rogers over Abdul El-Sayed
detroitnews.com/story/news/pol…
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Topher Spiro retweeted
as aoc said last week:
AOC: Susan Collins is a member of the ruling class. And what this institution tries to do is protect from it being intruded upon by working-class Americans. And so, they call people communists… but what it really is: they are afraid of a waitress in the House and a logger in the Senate.
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Topher Spiro retweeted
Former Susan Collins staffer & Maine Wire editor Sam Patten just eviscerated Collins over her latest ad attacking Troy Jackson.
“The race is over.”
“The race is over.”
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+15 in Georgia would be epic
Georgia Poll
Senate:
Ossoff (D) 55% (+15)
Collins (R) 40%
Buckley (L) 3%
.
Governor:
Bottoms (D) 49% (+1)
Jackson (R) 48%
@EchelonInsights/@NetChoice, 508 LV, 10/16-23
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Topher Spiro retweeted
It’s No Joke. Nonprofit Hospitals Are More Profitable than For-Profit Hospitals
Studies find that nonprofit hospitals achieve greater profits with higher average prices than for-profit hospitals. On average, nonprofits have 29% greater profits than for-profits.
scottahodge.substack.com/p/its-no-joke-…
Studies find that nonprofit hospitals achieve greater profits with higher average prices than for-profit hospitals. On average, nonprofits have 29% greater profits than for-profits.
scottahodge.substack.com/p/its-no-joke-…
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Topher Spiro retweeted
The belief that Anthropic is financially safer than Amazon because of a $132B cash balance reflects a fundamental misunderstanding of synthetic balance sheets:
Cash Source vs. Cash Nature: Amazon’s cash balance sits on self-sustaining free cash flow generated across cloud, prime, and logistics. Anthropic’s $132B cash balance was raised via $140B in external preferred equity, SAFEs, and convertible debt. Their operating cash flow is deeply negative.
Contractual Encumbrance: Looking only at the left side of the balance sheet ignores contractual liabilities. Anthropic's S-1 disclosures show over $230B in multi-year, non-cancellable compute obligations ($110B locked to Amazon AWS and $120.5B to SpaceX). The cash is legally ear-marked to fund these commitments.
The Round-Tripping Reality: Much of this capital follows a closed loop: Big Tech and institutional private credit inject liquidity into AI labs, which holds the cash temporarily before returning it to AWS as cloud infrastructure revenue.
When a company holds $132B in cash against $230B+ in rigid purchase commitments, it is not sitting on a mountain of safety. It is pacing a multi-year balance sheet conversion that requires raising even more capital or generating enterprise cash flow before the escrow runs dry.
Cash Source vs. Cash Nature: Amazon’s cash balance sits on self-sustaining free cash flow generated across cloud, prime, and logistics. Anthropic’s $132B cash balance was raised via $140B in external preferred equity, SAFEs, and convertible debt. Their operating cash flow is deeply negative.
Contractual Encumbrance: Looking only at the left side of the balance sheet ignores contractual liabilities. Anthropic's S-1 disclosures show over $230B in multi-year, non-cancellable compute obligations ($110B locked to Amazon AWS and $120.5B to SpaceX). The cash is legally ear-marked to fund these commitments.
The Round-Tripping Reality: Much of this capital follows a closed loop: Big Tech and institutional private credit inject liquidity into AI labs, which holds the cash temporarily before returning it to AWS as cloud infrastructure revenue.
When a company holds $132B in cash against $230B+ in rigid purchase commitments, it is not sitting on a mountain of safety. It is pacing a multi-year balance sheet conversion that requires raising even more capital or generating enterprise cash flow before the escrow runs dry.
Anthropic has more cash and cash equivalents than Amazon… I don’t understand why people keep spreading fearmongering FUD about Anthropic going bankrupt.
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@RHouseResearch what's the footnote on "lease liabilities"?
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Topher Spiro retweeted
“Without human authorization” is pretty convenient for the humans at Anthropic to deflect accountability for the felony crimes their IP keeps committing.
AI model Claude bypassed a paywall and accessed publicly available US state of Georgia aggregate voter counts without human authorization, Anthropic said in a statement reut.rs/4Aeysvx
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Topher Spiro retweeted
If done by a human, this would be a federal crime.
Wait. It was done by a human. His picture is right there in the article.
Wait. It was done by a human. His picture is right there in the article.
Anthropic's Claude bypassed a paywall to access Georgia voter data without authorization axios.com/2026/10/25/ant…
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A plan to independently and immediately review every pesticide banned elsewhere: americanprogress.org/article/you-ar…
Every.Pesticide.Approved.
Corruption with a capitol C.
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Topher Spiro retweeted
The reason why DataRepublican isn't showing her data is because it shows a 15-21 point shift to the left from 2024
That would equal a D+16.5 generic ballot. Here's what that result would look like:
That would equal a D+16.5 generic ballot. Here's what that result would look like:
I've been asked about early voting analysis.
The dilemma I have is that my platform is big enough such that being too blunt can have an effect on morale. I'll push out new states and tools out to my website soon, but won't announce them here on 𝕏.
I will be giving @realJeremyCarl my predictions a week in advance so he can hold me accountable after Election Day.
You MUST turn out and bring their friends, and brace yourself on election night. Even TX is going to be a fight.
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