Mark Cuban just described the largest wealth transfer of the AI era.
Almost nobody understood what he said.
Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”
Not tech startups.
The shoe store. The regional trucking outfit. The accounting firm with 12 employees.
The businesses that actually run the physical economy.
They know AI is coming. They have no idea what to do with it.
Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”
Software is dead.
The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.
AI ends the contract.
The business stops bending to the software. The intelligence bends to the business.
But customized by whom.
The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.
Cuban: “Who’s going to do it for them?”
That question is worth more than the frontier models themselves.
Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.
Let them fight.
Let them burn the capital. Let them drive the cost of raw intelligence toward zero.
Because the wealth does not collect where the brain is built.
It collects where the brain meets the business.
Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.
Cuban is staring at the other 99 percent of the economy.
Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.
Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.
That is not a job title. That is an entire economic class being born.
You do not need to build the brain. You need to build the nervous system.
The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.
33 million companies are standing in the dark right now.
Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.
Hello, Mr. Desiderio,
Punchbowl News sells access to Capitol Hill for corporate clients. Their senior Senate reporter is you, Andrew Desiderio.
Here's how the access works: Punchbowl has a weekly show called "Fly Out Day," taped at the Punchbowl News Townhouse and described on their own site as an "exclusive first look" for Premium subscribers. Those Premium subscribers are the K Street corporate government affairs staff and trade association officials whose legislative interests depend on what Senate leadership decides to schedule… or kill.
The second-ever guest was Senate Majority Leader John Thune, on September 11, 2025. This is documented in your own webste.
Now let’s go over your post carefully.
You say Mike Lee "primed the GOP base to believe" something. That’s manipulative framing, the language of a man working a crowd. But Thune "pointed out" something. That’s the language of a man correcting the record, establishing fact.
This is not a one-off phrasing choice on your part.
Your Punchbowl coverage consistently frames Thune's positions as institutional reality and conservative alternatives as base management. Thune "declared" that the talking filibuster is dead. Lee and his allies "captivated Trump's base." Thune "had enough." The SAVE Act push is "a self-inflicted wound." These are not neutral verbs. They are a point of view… and it's Thune's point of view, delivered with a byline.
There's a structural reason this happens.
Jake Sherman described Punchbowl's business model in his own words on The Rebooting podcast (January 2022): nearly 90% of the outlet's revenue comes from corporate sponsorships… "trade groups and companies looking to get their public affairs messaging in front of those making public policy." The sponsors documented at Punchbowl include PhRMA, ExxonMobil, Chevron, Facebook, JPMorgan, Blackstone, the American Investment Council (private equity lobby), and others.
These sponsors need the goodwill of the Senate Majority Leader, who controls which of their legislative priorities come to the floor. Thune controls the floor. Thune sits in Punchbowl's townhouse. You reports Thune's framing as conventional wisdom.
When Desiderio writes that the talking filibuster "will ultimately fail" ... not might fail, not Thune argues it will fail, but when it ultimately fails ... is that journalism? Or is it the view from Thune's Fly Out Day chair?
You are busted, Mr. Desiderio.
🚨BREAKING: Miguel Bosé, the biggest Spanish-language pop star of the last few decades, has just released a video taking a knee and putting his hand over his heart in honour of Henry Nowak
This has now spread like a wildfire. Europe has never been more UNITED! 🇪🇸🇬🇧
Bravo to the California Post for borrowing my favorite term to describe our elections:
ELECTILE DYSFUNCTION
Remember, Electile Dysfunction is best described by five key symptoms.
1) You have difficulty maintaining an election
2) Your election lasts for longer than four days
3) You have a sudden, severe, and noticeable loss of interest in voting
4) Government goes soft on accountability
And finally, like Arizona voters know all too well…
5) Premature inauguration
Learn and share the symptoms so this doesn’t happen to a state you love.
Everyone is understandably up in arms about it seeming like the corruption of our elections is never addressed.
Let me post in assurance as to why I believe that will change:
*Even for the Trump haters out there, no one can make the case that he has abandoned the pledge to end election rigging. This is a cause clearly near and dear to his heart given the outcome of the 2020 quasi election.
*I can point to several executive orders since 1/20/25 dealing with this very issue, including some so severe due to lack of action by Congress to fix the issue, that the courts did their activist routine and tossed major portions of them. I wrote about all actions taken by Trump from 1/20/25 through Jan 2026 in my book, and even more has happened since, like March’s EO dealing with the USPS and DHS regarding citizenship verification and mail-in voting.
*The California elections are the first major taste of this level of corruption since Trump was reinaugurated. The elections in VA/NJ were trash last year but not many people expected the Dems to lose those race (I thought they would win, but not by 14+ points each). However, Pratt was widely expected to spend the next five months slamming the LA Mayor up and down and drawing major attention, funding, and support. Now that is about to go in the trash and the state of CA has nothing to do but say “WE WILL COUNT EVERY VOTE.”
*The public demand to fix this problem and the mockery that will come with it (toward the states that run elections this way) will result in the first major knot jerked in this machine - when the Supreme Court disallows the counting of late-arriving mail-in ballots in every state. It is quite clear this will happen given the comments of all six Republican-appointed Justices in hearings for Watson v. Republican National Committee a couple months ago.
*Elections are the modern day replacement for putting your opponents to the sword. No one thought it would be easy to undo the system, and in order to get the demand to do it, you have to suffer under it. California is ensuring this practice is laughed out of existence, because right now, none of these lapdogs are getting tractions with their defenses of this practice and the rest of the world is mocking them with furor.
*The biggest reason why “nothing is happening” boils down to the above and the fact that states running rigged elections are relying on the Elections Clause of the Constitution to justify their laws, when in fact the Federal Government is going to have to rely on providing a republican form of government that does not allow one state to disenfranchise another with the severity of their laws. Elections are not stolen, but rather rigged - by the laws they have on the books in the various states, which allow for nearly unlimited ballot counting capacities. The registrations are the root of the corruption of our elections and provide the credit line of the cheat.
Hold the line. The time for the criminals of California and other states for honoring themselves will soon be at an end.