🧵Thrilled to say that today "Gradually, Then Suddenly" — our documentary on the Detroit bankruptcy, which started 11 years ago today — hits streaming after 8+ years in production!
🏆 Winner of the $200,000 Library of Congress Lavine/Ken Burns Prize for Film!
U.S. auto companies beseech President Trump to banish Chinese vehicles — including any attempts to make them here. My story for @Axios. https://t.co/3dkhCfmRQW
EISMAN: “These companies are very nervous. They realize that there are no moats around their business .. they're trying to manufacture a crisis that will create regulation — that they think they can then manipulate to create .. the duopoly that they want."
2001 Sammy v. 2026 PCA
Sammy will end up with —
More: hits, HR (likely 15+), runs, doubles, RBI, walks
Better: batting average, slugging percentage, on-base percentage, OPS (all by a lot)
Fewer: strikeouts
PCA will end up with—
More: steals, triples (but only by a few)
Bonus quote:
“I don't know exactly what it is on your phone, but it's like some chat thing," Sen. Jim Justice told me about his early foray into AI. "It's like CBT or something like that," he said when asked which app he has tried to use.
NEW: More than two dozen members of Congress and governors told us they don't use AI or have rarely done so — a striking admission as they face increasing pressure to regulate the technology
W/ @hollyotterbein@AndrewSolender
https://t.co/DSyGnrvBGl
🚀 Today is launch day for our founders new book "Simplify: Do 50% More with 50% Less"
It’ll showing you and your teams how to confront toxic complexity, delete it, and then amplify the good parts of your life and work.
📒 order today: https://t.co/EssCp6zB1U
Tough day for the AI trade, with many of the key names down 4-8% on Dario’s call to slow AI.
We need to put the conversation of an “AI slowdown” into perspective. We’ve been going at 200 mph, and if everything that Dario recommended comes into play, the speed of AI progress will be dialed back to 195 mph.
There’s no way these companies are going to measurably back off for two reasons: 1) The Prisoner’s Dilemma is in play. If one maintains its pace, the others that dial it back will be at a significant disadvantage. 2) The China-US dynamic is real, and at a minimum, the US has to keep pace with China.
The bottom line: we’re not changing our enthusiasm around investing in AI. Little will change, and these stocks will rally in the future.
PS: Anthropic will still have a blockbuster of an IPO.
Apropos of absolutely nothing, I recently asked Ferrero North America president Michael Lindsey at an Axios event whether Nutella — which Ferrero makes — is different in the U.S. v. Europe. Many say they taste different.
He says the recipe is identical.
Do with that what you will!
The delta between Dario and Jensen on AI's trajectory is becoming stark.
Jensen had a chance on Thursday to sound the alarm and totally blew it off. Then two days later Dario effectively says humanity is at imminent risk of being wiped out.
Well, someone's wrong!
Twenty-five years ago today, I was a 17-year-old staff writer at The Saline Reporter, the weekly community newspaper in my Michigan hometown.
After school, I went straight to work and asked my editor if he'd like me to write a story on how students at Saline High School were reacting to the terrorist attacks. He said yes. So I returned to the high school to look for students to interview and I vividly remember ... there was nobody there. It was a total ghost town.
So I made my way back to the newsroom and started calling students ...
This is what I wrote.
With AI fears swirling, Jensen Huang is doubling down on his techno-optimist stance. But he's risking losing control of the narrative on safety, jobs and capital. My story for @Axios. https://t.co/s1Yel6ec82
NEW: Sen. Josh Hawley, chair of the Senate Homeland subcommittee on disaster management, is investigating OpenAI over the Hugging Face breach, per a letter obtained by me and @m_ccuri
https://t.co/XWeq1jW7Xl
Do investors worry about AI killing everyone? Not especially. "They're not looking at, you know, does this company end civilization?" an analyst at S&P told me "That isn't necessarily a question that comes up in our meetings."
https://t.co/zxRHWrWURP
Scoop: @BernieSanders will hold a bipartisan Senate briefing on "extraordinary dangers" posed by AI next week with:
-Geoffrey Hinton
-Future of Life Institute co-founder Max Tegmark
-Ajeya Cotra, one of the independent researchers who investigated the OpenAI-Hugging Face hacking incident
https://t.co/1iNkm9uCCa