God Bless America!
Free and fair elections. Historic wins across gubernatorial and Senate races. Large voter turnout repudiating specific policies. Exactly how democracy is supposed to work.
Better outcomes require better policies and candidates
No tears in baseball. Play on!
Free and fair elections. Historic wins across gubernatorial and Senate races. Large voter turnout repudiating specific policies. Exactly how democracy is supposed to work.
Better outcomes require better policies and candidates
No tears in baseball. Play on!
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👀 👇
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.
So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."
Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.
There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true.
But the real reason we lost is obvious to almost everyone.
Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:
1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel
Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.)
In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.
The reason we lost is the war. The president himself said so last night.
If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.
But everyone knows why we lost. And any honest conversation about where we go from here must start there.
I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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Americans have a choice:
A future of abundance: innovation, industrial renewal, and the confidence to reach for the stars. Or a future of scarcity that seizes wealth, expands government, and treats progress as the problem.
One renews the American experiment. The other manages its decline
A future of abundance: innovation, industrial renewal, and the confidence to reach for the stars. Or a future of scarcity that seizes wealth, expands government, and treats progress as the problem.
One renews the American experiment. The other manages its decline
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Agents are a new form of labor.
They take time to ramp up, just like a new hire, especially in swarms
We’re still early. If you’re not running agents in your actual workflows, you’re not seeing AI’s full potential
They take time to ramp up, just like a new hire, especially in swarms
We’re still early. If you’re not running agents in your actual workflows, you’re not seeing AI’s full potential
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Is legacy search the dial-up of 2026?
Beyond habit and “take me to this exact site” queries, what’s the real edge traditional search still has over AI alternatives?
Beyond habit and “take me to this exact site” queries, what’s the real edge traditional search still has over AI alternatives?
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T-Mobile as customer of SpaceX? Some interesting commentary from TMUS. Note the reference to the physical and edge AI
TMUS CEO Srini Gopalan explicitly rejected a SpaceX MVNO on the edge-AI side, but left customer/supplier agreements open.
On SpaceX and edge:
"But the answer to the MVNO is I see no room for an MVNO with SpaceX either on the consumer side or on the physical and edge AI side."
On other commercial arrangements:
"If we're talking about SpaceX as a customer or us being a customer of them, that's a purely commercial agreement."
TMUS CEO Srini Gopalan explicitly rejected a SpaceX MVNO on the edge-AI side, but left customer/supplier agreements open.
On SpaceX and edge:
"But the answer to the MVNO is I see no room for an MVNO with SpaceX either on the consumer side or on the physical and edge AI side."
On other commercial arrangements:
"If we're talking about SpaceX as a customer or us being a customer of them, that's a purely commercial agreement."
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SpaceX as shape shifter 🤔
Gopalan, responding to Barclays' Kannan Venkateshwar:
"I saw your note as well in terms of the shape shifting nature of SpaceX strategy. So it's hard to refer to them now as a satellite provider or a satellite provider that is going to build terrestrial."
He then distinguished complementary satellite resale from an MVNO:
"If it's a complementary product I'm very happy to look at a resale arrangement, which is exactly what the satellite was, which gets built into it. But an MVNO is a wholly different thing."
Gopalan is acknowledging that SpaceX is becoming more than a satellite provider. His objection is to giving it an MVNO route onto T-Mobile's network, not to every resale or commercial relationship. 🤔
Gopalan, responding to Barclays' Kannan Venkateshwar:
"I saw your note as well in terms of the shape shifting nature of SpaceX strategy. So it's hard to refer to them now as a satellite provider or a satellite provider that is going to build terrestrial."
He then distinguished complementary satellite resale from an MVNO:
"If it's a complementary product I'm very happy to look at a resale arrangement, which is exactly what the satellite was, which gets built into it. But an MVNO is a wholly different thing."
Gopalan is acknowledging that SpaceX is becoming more than a satellite provider. His objection is to giving it an MVNO route onto T-Mobile's network, not to every resale or commercial relationship. 🤔
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Tim McDonald retweeted
Mark Cuban's advice for young people boils down to "there's gonna be two types of companies: those who are great at AI and those who have gone out of business."
"And then there's two types of people in how they use AI: those who use AI to learn anything, and those who use AI so n anything."
"And if you're one of those people who uses AI so that you can learn anything, and you realize what type of companies and problems aren't being solved by AI, don't be shy to just talk to your AI."
"And I say this not just to kids, but to 50 60, 70-year-old entrepreneurs. The biggest challenge right now with entrepreneurs using AI is the comfort level of talking to your AI... there's still a lot of hesitancy."
"Just like back in the day, those first spreadsheets, people still had their 10-key adding machine, and they would check it to make sure the spreadsheets were right."
"So when you ask me, is there one thing I truly believe, it's everything. Everything will change. This is the greatest transitional technology we have ever seen, and I've been around for all of them, right? This blows them all away."
@mcuban @julesyoo @eriktorenberg
"And then there's two types of people in how they use AI: those who use AI to learn anything, and those who use AI so n anything."
"And if you're one of those people who uses AI so that you can learn anything, and you realize what type of companies and problems aren't being solved by AI, don't be shy to just talk to your AI."
"And I say this not just to kids, but to 50 60, 70-year-old entrepreneurs. The biggest challenge right now with entrepreneurs using AI is the comfort level of talking to your AI... there's still a lot of hesitancy."
"Just like back in the day, those first spreadsheets, people still had their 10-key adding machine, and they would check it to make sure the spreadsheets were right."
"So when you ask me, is there one thing I truly believe, it's everything. Everything will change. This is the greatest transitional technology we have ever seen, and I've been around for all of them, right? This blows them all away."
@mcuban @julesyoo @eriktorenberg
Mark Cuban scaled Cost Plus Drugs from about 100 generics to roughly 4,000 at a flat 15% markup, forcing incumbents to change prices in ways decades of policy never did.
He thinks AI could transform healthcare, but it won't fix opaque prices and broken incentives on its own.
6z's Julie Yoo and Erik Torenberg to discuss what he's learned building Cost Plus Drugs, why trust is its core product, and how greater transparency could put pressure on healthcare costs.
They also explore why drugs designed for your DNA could cost close to nothing, the football field-sized drug plant his team shrank into tractor trailer-sized pods, his plan to make generics in Dallas for less than he pays manufacturers in India, and why every company will either be great at AI or go out of business.
0:50 Cost Plus beat decades of policy
3:15 111 generics to 4,000 drugs
5:00 A drug plant shrunk to 5K sq ft
5:55 $20M drug factories in a trailer
8:10 Hospital deals with zero denials
9:50 Why health plans are rigged
14:05 1,335 pages no human can check
18:35 "Where are they f**king me over?"
22:45 Making drugs cheaper than India
26:50 Why you still need entry-level hires
31:45 Nonprofit hospitals must offer aid
35:55 DNA-matched drugs for near $0
39:30 Why AI will mean more doctors
48:00 Mark's plan: "bye bye insurers"
52:25 Why AI labs' ads are useless
56:35 Get good at AI or go out of business
YouTube: youtu.be/5UWDUD6qaM4
@mcuban @julesyoo @eriktorenberg
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Cyber defense is the second largest vertical next to programming. The demand for defensive capacity will drive significant revenues. The demand for compute will skyrocket.
We will wish we had listened to these warnings before the massive attack that is coming. To summarize: all code has bugs, continuous attacks by thousand of AI agents guarantees that they WILL eventually find their way into any website/database/system. So we need a new way of thinking about defense.
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More than 80% of ANT’s Q3 revenue sat on models shipped in the prior six months.
The labs are already two+ generations ahead of what’s public. Large-scale agent swarms aren’t in the market yet.
Investors are still underwriting last year’s product.
The labs are already two+ generations ahead of what’s public. Large-scale agent swarms aren’t in the market yet.
Investors are still underwriting last year’s product.
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Fortune 500 accounts at $100K+ still averaged under 0.1% of total expenses on Anthropic in Q3. The top 10 were under 1%.
Everyone is arguing about the multiple. The filing argues there’s still almost no wallet share.
Everyone is arguing about the multiple. The filing argues there’s still almost no wallet share.
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+ @SpaceX isn’t done with spectrum acquisitions IMHO
Massive network transformation underway and the carriers are stumbling around spending all their time in opposition to the very structural changes the @FCC is now supporting.
Capital markets will puke when the carriers say they need to spend $10’s of billions on additional spectrum to compete
At some point the bankers will push the weakest player, Verizon, to structurally separate. I welcome that day and it will likely unleash economic value as they enter the innovation economy.
Massive network transformation underway and the carriers are stumbling around spending all their time in opposition to the very structural changes the @FCC is now supporting.
Capital markets will puke when the carriers say they need to spend $10’s of billions on additional spectrum to compete
At some point the bankers will push the weakest player, Verizon, to structurally separate. I welcome that day and it will likely unleash economic value as they enter the innovation economy.
To compete in satellite broadband you need massive capital, owned spectrum, dedicated launch capacity, and proven technology.
SpaceX stands alone with the fully integrated stack. Others are nipping at the edges, but no one else has the complete package.
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The ANT S1 is driving AI adoption across the market right now, as investors see how quickly the various agentic platforms can process the filing, respond to queries and produce analysis. What percent of the market is reading the full filing vs using the technology to analyze and glean insights.
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