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Exciting times: I'm moving over to author Decoded, @POLITICO's new daily briefing on tech and the economy, launching Oct. 5. I'm thrilled to be on an amazing team covering how tech's rapid evolution is impacting our society and our politics. Subscribe --> politico.com/decoded-by-poli…
Up next!
I’ll be on @CNN with @jimsciutto in about an hour to discuss POLITICO’s coverage of the Jensen Huang saga. Tune in.
And read today’s story with @SophiaCai99 @_AriHawkins @jacob_wendler @BrendanBordelon @Owen_Dahlkamp and others
politico.com/news/2026/11/11…
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I’ll be on @CNN with @jimsciutto in about an hour to discuss POLITICO’s coverage of the Jensen Huang saga. Tune in.
And read today’s story with @SophiaCai99 @_AriHawkins @jacob_wendler @BrendanBordelon @Owen_Dahlkamp and others
politico.com/news/2026/11/11…
“[Huang’s] central role as Nvidia’s public face and chief advocate has made the most powerful executive in tech a major target for lawmakers from both parties, casting doubt on whether Nvidia’s fortunes can be separated from those of its co-founder.” politico.com/news/2026/11/11…
From today's Decoded by POLITICO: CEOs have been felled by smaller scandals ... But Huang is no ordinary executive. And critically, there doesn’t appear to be anyone waiting in the wings to take his place.
We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view
"Congress is back, and Nvidia’s on the menu." Killer lede from @_AriHawkins politico.com/news/2026/11/09…
Read this 👇and then read this morning’s Decoded for what it means for Anthropic as it prepares for its IPO.
politico.com/newsletters/dec…
Democrats’ plans to use their newfound power to slow, if not outright stop, the costly infrastructure buildout that’s underpinning the AI race is rattling Wall Street
via @declanharty and me:
politico.com/news/2026/11/06…
Rohit Chopra knows the makings of an economic crisis when he sees one. And Chopra — a top consumer protection watchdog under Biden who was ousted by Trump — thinks the current administration is ill-prepared to handle the fallout of a possible AI bubble.
politico.com/news/2026/10/29…
If there’s an AI bubble, @ChopraUSA doesn’t see Washington doing anything about it. In today’s Decoded by POLITICO, I spoke with CA’s top regulator about how he’s kicking the tires on systematic risks, the rise of AI agents, and if he’d ever consider coming back to Washington.
Anthropic CEO Dario Amodei warned investorsthat his lab’s AI models could threaten humanity as he prepares for what may be the largest initial public offering of all time. Doomsday warnings don’t matter a lick to the AI bulls on Wall Street.
politico.com/newsletters/dec…
It's the prediction market election. Just as importantly, @declanharty's back!
politico.com/newsletters/mor…
Today's Decoded: Liability risks from AI are rising. Regulation of enterprise usage, to the extent it exists at all, is coming from the states. And most companies haven't set their own rules for using the tech. Lawyers, start your engines. tag team effort with @BrendanBordelon
Plus, Brendan goes deep on why major AI super PACs have gone dark in the final weeks of the midterms.
politico.com/newsletters/dec…
First, Americans were stressed about AI job losses. Then, cybersecurity/existential threats. Now, increasingly, they're starting to freak about the bubble. Interesting findings shared exclusively with @POLITICO Decoded from @csaiporg, @blueroseorg @davidshor and Jamie Keene
Scoop from me in today's Decoded: @Replit is ramping up efforts to sell its vibe coding software to the U.S. government. politico.com/newsletters/dec…
Today in Decoded: @calder_mchugh and I unpack what the Trumpification and corporatization of crypto has meant for the technology's true believers. It was fascinating to hear @valkenburgh's thoughts on how movement evolves in an AI-driven future. politico.com/newsletters/dec…
Everyone knows the President thinks the affordability crisis is a hoax. What this essay presupposes is… what if it is?
politico.com/news/magazine/2…
Why We Can’t Solve the Affordability Crisis
Voters are fed up, but there is no quick fix.
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“Economists are taught to watch what people do, not what they say,” @econjared, a longtime economic adviser to Biden, told me. “I learned that that lesson that economists are taught is not correct. When people tell me they’re hurting, I tend to believe them.”
POLITICO Magazine’s affordability issue is out. There are 25 stories and essays from across the newsroom about how we can fix it. I’m number 26, and this is why we can’t:
politico.com/news/magazine/2…
POLITICO Magazine’s affordability issue is out. There are 25 stories and essays from across the newsroom about how we can fix it. I’m number 26, and this is why we can’t:
politico.com/news/magazine/2…
In today's Decoded: @BrendanBordelon talks with Microsoft's Brad Smith about AI regulation, Trump's crackdown on permanent residency for highly skilled immigrants, and more. Plus, an exclusive from me on a Biden alum joining the @PalmerLuckey-backed Erebor Bank.
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