I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

“Every time you pass a law, you take away freedom.” Beautifully put. Banning tires, Becerra telling you when you can do your laundry or charge your phone, crushing small businesses with insane regulations...ENOUGH IS ENOUGH! A special day yesterday in Little Saigon, San Jose.

BREAKING: CA Voter ID just got our Prop # Here's our new campaign logo - share it and tell people to support at VoterIDInitiative.com

BREAKING UPDATE! Gov. Gavin Newsom just SIGNED the "Stop Nick Shirley Act" (AB 2624) into law! A completely unconstitutional attack on free speech!

If everyone can build with AI, what becomes the new competitive advantage?

For context, Global bandwidth is somewhere between 2-8 Pbps (2,000-8,000 Tbps) depending on if your measuring fiber public backhaul (like international fiber) or all public and private connections. 100,000 V3 Starlinks equals 100 Pbps 10x-50x the total bandwidth available today. If Starlinks V4s are 5x more capable we are looking at 50x-250x more bandwidth than world has today over the next 10 years. This may sounds like a supply shock but remember ~2B people don’t have regular access to the internet today, and we are connecting robots (digital and physical agents) to the internet at an accelerating pace. Distributed sensor data collection (on and off planet) is growing. On top of that individual internet usage does steadily increasing. In 10 years we’re probably going to move two orders of magnitude more information per second around than we do today.

Just spotted at Ralph’s: Milk: $7.49 Butter: $8.29 Eggs: $13.49 Thanks to Becerra's machine, California has the highest grocery prices in the country. Time for some relief — your first $150k tax free.

Someone asked for the single best piece of investing advice for people in their 20s. The top answer: choosing your spouse.

Fauci should be held in contempt. He received a blanket pardon and had no basis to invoke the Fifth.

⚡️California’s Democratic Party endorsement shows the ideological center of gravity has moved beyond taxing income toward challenging the legitimacy of extreme private wealth itself. That is the phase shift. The billionaire is no longer treated merely as a rich taxpayer. The billionaire is increasingly treated as a rival center of power. That changes the political objective. Revenue becomes only part of the motive. The deeper motive is subordination. The state wants to establish that no private balance sheet sits beyond public claim, even when the wealth has not been sold, distributed, or converted into cash. A wealth tax reaches into ownership itself. That makes it qualitatively different from higher income or capital-gains taxes. The state begins taxing the continued possession of accumulated power. The coalition supporting this believes concentrated wealth already governs too much of society through capital allocation, media ownership, philanthropy, lobbying, technology, housing, and political access. Taxation becomes a tool for reducing that independent power, not merely funding programs. That is why the argument will spread. AI will increase the political pressure. The next productivity wave will reward ownership of models, chips, platforms, data, energy, and equity far more than ordinary labor. A small number of people will accumulate fortunes at a speed the political system cannot culturally absorb. The public will see machine-driven abundance alongside professional displacement, wage compression, housing scarcity, and concentrated ownership. The demand to tax wealth will become stronger because the ownership gap will become harder to defend through traditional merit narratives. The technology class helped finance the political culture now turning against it because it believed social liberalism and capital accumulation could remain permanently aligned. That bargain is ending. Progressive politics accepted concentrated wealth while that wealth funded its institutions, media, nonprofits, universities, and campaigns. The emerging faction sees the concentration itself as the violation. Moving to Texas solves state residency exposure. It does not solve national political exposure. It also does not solve reputational exposure, federal taxation, corporate regulation, antitrust pressure, or the growing belief that geographic exit is proof of disloyalty. The claim that this automatically becomes federal policy in 2028 is overstated. The constitutional, legislative, electoral, and enforcement barriers are real. The more likely outcome is that wealth taxation becomes a required Democratic primary position before it becomes enacted federal law. Candidates will endorse the principle. The details will remain vague. The policy will function first as a loyalty test. That matters because political normalization precedes legislation. Once every major candidate accepts that accumulated wealth is a legitimate annual tax base, the argument has already crossed the hardest cultural threshold. The implementation can come later through narrower mechanisms: higher estate taxes, mark-to-market taxation, minimum taxes on unrealized gains, limits on borrowing against appreciated assets, exit taxes, trust restrictions, and tighter treatment of foundations and private holdings. A direct federal wealth tax may fail. The state can still construct its economic equivalent through multiple channels. The wealthy respond by reorganizing ownership, residency, trusts, liquidity, citizenship, and political giving. The state responds by expanding reporting, coordination, valuation rules, and exit penalties. Capital mobility then becomes evidence for stronger enforcement. Stronger enforcement accelerates mobility. The loop hardens. The larger political consequence is a durable split between the Democratic Party and the entrepreneurial class that once financed much of its ascent.

Pete Buttigieg says higher taxes would help America build fast trains. Has he seen California’s high-speed rail? "If we had a more reasonable rate of taxation on capital gains and corporate income, and made it harder to pass along inherited wealth..." "We’d be out of this doom loop we’re in saying... We can’t possibly do something like fast trains here in the United States. Of course we can. This is the wealthiest economy in the world." "If we aren't collecting a fair level of taxes, then of course we're going to come up short when we're trying to fund those things." California started its high-speed rail 18 years ago. Original cost: $33 billion. Current estimate: $230 billion. They've already spent $15 billion. They've built 0 miles of operational high-speed rail. Low taxes isn't why America can't build fast trains.