Linda Brooke

[Linda Brooke @lindabrooke6]

"To make matters worse, nobody understands how AI works – not even the people who create it. AI is grown like an organism, not hand-crafted like traditional software. Few outside the industry appreciate this fact, despite the AI builders affirming it repeatedly."

[Nate Soares ⏹️ @So8res]

Here's roughly the I remarks I delivered to the intelligence community folks:

Good evening. I am Nate Soares, the president of the Machine Intelligence Research Institute, a nonprofit founded to make AI go well.

Artificial intelligence is different from other technologies. Normal technologies cannot improve themselves. Normal technologies cannot outthink their creators. Normal technologies cannot break themselves out of the lab.

Nor can AI – yet. But creating the sort of AI that can is the explicit purpose of the top AI labs. They say they're trying to "create superintelligence in the true sense of the word", and heading towards "a country worth of geniuses in a datacenter".

And AI keeps moving faster than experts expect. In 2021, the average expert prediction for how long before AI could win an International Math Olympiad Gold Medal was 22 years. In reality, it happened last year.

To make matters worse, nobody understands how AI works – not even the people who create it. AI is grown like an organism, not hand-crafted like traditional software. Few outside the industry appreciate this fact, despite the AI builders affirming it repeatedly.

Racing to grow superintelligent machines that nobody understands is a recipe for disaster.

The people behind AI are spooked. Industry leaders and Nobel prize winers alike have warned of the possibility of catastrophe. Multiple AI executives have said that, ideally, the world would slow down this reckless race. The level of danger here far exceeds what we'd accept in any other industry.

Most of the world hasn't understood that danger yet. But that's starting to change.

This suggests a critical role for the intelligence community: prepare for a huge shift in geopolitics as the world orients to AI.

Humanity is going to need global coordination to stop this suicide race, once our leaders realize the danger. And that global coordination is going to require support from the intelligence community.

It's going to require the capacity to know where the chips are, and how they're being used. It's going to require capacity to monitor whether international agreements are being followed. World leaders are going to need to know when someone's trying to create a superintelligence that would put the world at risk, so that they can respond.

I hope the intelligence community can rise to the challenge that AI poses. It is the most pressing global security threat of our age.

[Linda Brooke @lindabrooke6]

https://t.co/yGQJAsR3wP

[Hamidreza Azizi @HamidRezaAz]

More important than the report itself, which is indeed significant, is the fact that the IRGC clearly knew what it had targeted and the actual damage it had inflicted.

In a statement published shortly after the attack, the IRGC said that several U.S. aircraft had been successfully targeted.

This suggests that, apart from its military capabilities and the political will to take risks and act more offensively, something has fundamentally changed in the military intelligence sphere as well — most probably with the help of #Iran’s partners, Russia and China.

[Linda Brooke @lindabrooke6]

@joerglau Das sagt viel über das Vorgehen der AfD.
Gegenteil zu den wie es das BSW lang gemacht hat.

[Joerg Lau @joerglau]

"Das bedeutet, dass wir es mit einer Enttabuisierung und Normalisierung von rechtsextremen Politikangeboten zu tun haben, die wir uns vor 35 Jahren nicht hätten vorstellen können."
Dieses Interview ist das Beste, was man zum AfD-Sieg lesen kann.
https://t.co/o7xNz2nozO

[The Kobeissi Letter @KobeissiLetter]

The current decline in US bonds is unprecedented:

15+ year Treasuries have returned -2% per year on average over the last 10 years, their worst performance in history.

This is also only the 2nd period in data going back to 1936 where Treasuries have posted negative 10-year annualized returns.

By comparison, US stocks have returned +15% per year on average, while commodities have returned +11% per year on average over the same timeframe.

To put this into perspective, before the 2020 pandemic, Treasuries gained +9% per year on average over a 10-year period.

Since the start of 2020, the popular bond-tracking ETF $TLT has dropped -26%, with its biggest drawdown at -34%.

The bond market is no longer the safe haven it once was.

[Rafael Domenech | @BBVAResearch & @UV_EG @rdomenechv]

Excellent talk by @ChadJonesEcon on "AI and Our Economic Future."

He breaks down how AI could reshape productivity, growth models, and the broader macroeconomy.

Highly recommended watch if you're tracking the economics of AI.

https://t.co/EvO2j1Ogu1 @YouTube

[Jakob @Jakob_D04]

1. Frank-Ronald Bischoff: 78 Jahre alt, 12 Jahre hauptamtlicher Stasi-Offizier. Dazu Vorwürfe um Jobangebote bei seiner Nominierung. Erststimmen: 37,9 %.

[Peter R. Neumann @PeterRNeumann]

If you think the AfD is a “normal” party, look at who’s just been elected: former neo-Nazis, a convicted forger, two porn producers, several Putin admirers -- and even a former full-time Stasi officer. The future of Germany! 😉👇

[Linda Brooke @lindabrooke6]

@ConStelz Immer wenn ich meinen Eltern diese Arten von Posts des US Präsidenten zeige fragt mich meine Mutter warum da niemand was tut, wann sie ihn abholen kommen.
Ich weiß nicht was ich antworten soll.

[Hamidreza Azizi @HamidRezaAz]

Interestingly, some circles in Tehran interpret all these developments as just another show by Trump aimed at preventing oil prices from rising too sharply.

To them, there is a recurring pattern. Every time oil prices approach $100 per barrel, Trump starts sending mediators, and reports of a potential breakthrough begin to emerge. Once prices decline to around $80 per barrel, however, the more significant threats start again.

This view is yet another indication that there is zero trust left between the two sides, making any return to genuine diplomacy a much more difficult task.

[Robert Pausch @bertpsch]

https://t.co/bjmJxqq4uz

[Mujtaba Rahman @Mij_Europe]

Contextual point given the Saxony-Anhalt result: the AfD has no plausible route to federal power. In France, unless Le Pen radically alters her economic platform (unlikely) she will struggle to get to 50%+1 on 2 May

The EU tends to be more resilient than consensus suggests

[Rafael Domenech | @BBVAResearch & @UV_EG @rdomenechv]

The jobs apocalypse is postponed. An AI jobs boom is here

According to @TheEconomist, AI is actually proving to be a net job creator in the US, easily generating over 1M new positions (from data center construction to AI engineering) to offset back-office layoffs.

While routine admin and customer service roles face real disruption, the overall labor market is proving resilient.

https://t.co/uVomCUvwSf

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Bombardier will no longer be able to sell in the United States.

"Buy American. Fly on American airliners," President Trump says.

[POLITICOEurope @POLITICOEurope]

Swedish center-left party leader Magdalena Andersson has sounded the alarm over the Sweden Democrats, which may have been infiltrated by the Kremlin.

“These are extremely serious allegations … Russia is the greatest threat to Sweden,” she told us.

🔗 https://t.co/1KMCT6xG3a

[Brookings Foreign Policy @BrookingsFP]

If the AfD party wins Sunday's elections in the small eastern German state of Saxony-Anhalt, it could set off a political earthquake with reverberations all the way to Berlin.
@ConStelz & Mathilda Silbiger explain why: https://t.co/flbmvKLgXC

[Gero von Randow 🦖 @randow]

Ich habe seit langer, langer Zeit nicht so etwas Gutes gelesen wie das hier: https://t.co/DIg5BW2mM5

[Jim Bianco @biancoresearch]

1/3

Here's the chart back to 1793, courtesy of Ed McQuarrie at Santa Clara. (BofA's starts in 1936.)

The past 10 years through this summer have been the worst since 1803.

Read that carefully.

Bonds WERE the worst investment in American history. It says nothing about what they do next.

[Robin Brooks @robin_j_brooks]

@LukeGromen I hear this all the time too - that yields are being pushed up by the AI buildout - but there's no evidence of that in the macro data for the US. What's pushing up US yields is a massive budget deficit. The IT bubble in the early 2000s was different...
https://t.co/QBNCDecC05

[The Kobeissi Letter @KobeissiLetter]

We believe the AI debt boom is now driving Treasury yields higher.

Combined bond issuance from Big Tech firms, including their Special Purpose Vehicles (SPVs), is expected to surge to a record $320 billion this year.

This would mark a +$120 billion YoY increase, or +60%.

As a % of Treasury bond issuance, this is estimated to rise to a record ~70%.

This would be more than double the 30% recorded in 2025 and nearly 9x larger than 2024 levels.

In other words, Big Tech is now emerging as a serious competitor to the US government in the long-term debt market, increasingly competing for the same pool of buyers just as investors are demanding more compensation to hold this debt.

Big Tech debt is increasingly competing with US Treasuries for investor capital.