As you’ve likely seen, a strange and perhaps positive chain of events unfolded over the weekend in the world of AI and what we might call human extinction discourse. Dario Amodei, CEO and cofounder of Anthropic, posted an essay calling for a global slow-down in AI development to allow more time to prioritize safety and what the industry calls “alignment” and pledging that Anthropic would take a series of steps in that direction unilaterally. Somewhat surprisingly, OpenAI CEO Sam Altman and archvillain Elon Musk stepped forward and said they agreed and appeared to agree to join Anthropic in the proposed slowdown.
Regardless of what one thinks of AI and its possible dangers — existential or otherwise — it’s hard not to see this as at least a somewhat good development. And I say that with full cognizance of the various arguments about financial overextension or heading off sterner regulation that may make these moves self-interested. (AI critic Gary Marcus gives it a qualified endorsement along with a good cross-section of responses.) But I wanted to step back for a moment and talk more generally about the question of “externalities” which has always been the problem lurking in the background of Big Tech’s road to national and global domination.
You’ve probably seen these reports of an employee of the AI company Anthropic who quit his job and issued a warning on X that suggested AI could, in next few years, escape control and lead to the extinction of humanity. These sound like not just wild but science fiction-type claims. And they’ve lurked around frontier AI labs for years. It’s one of the many weirdnesses of the AI world and those who lead it. The basic pitch: AI is awesome. We need to built it as quickly as possible. Also it might lead to human extinction. Quite an attractive offer! There’s always been a strong sense among many observers that these claims or suggestions or warnings are part of the AI hype machine itself, albeit of a kind of contradictory or paradoxical variety.
But this warning by the ex-Anthropic employee, Jacob Coxon, seems different and is unquestionably being reacted to very differently. That’s the one part of this that is new and real – the reaction to this warning/comment etc is much bigger and operating in the tech, financial and general media. Wired has a good interview with him here. (I think you can read it as a free article if you haven’t read other Wired articles this month.) The gist is that Coxon says it’s imperative to create a regulatory structure, or at least an ad-hoc agreement that can slow the competition between OpenAI and Anthropic, the two most advanced AI engines and research entities. (The inflection point people are focusing on is something called “recursive self-improvement,” which is when this generation of AI model builds the next one.) The problem is that you really need an agreement that brings China into some common framework too. Because they’re in this same hunt, running these same risks, even though I think the common consensus is that Chinese companies are running at least somewhat behind the most advanced U.S. companies. China’s strength has been building models which are only a bit behind the U.S. models but at dramatically lowest costs.
On Tuesday the United Kingdom announced a series of sanctions against Israeli settlements in the West Bank. They were joined in this by Canada and France. The sanctions include a ban on imports on goods produced in the West Bank as well as those who provide services including “construction, infrastructure, financing or real estate for settlement expansion.” That sounds like it involves sanctions on banks funding settlements. The Times refers to this as a “symbolic step.” But I’m not sure that’s the case. The devil is really in the details of that clause I quoted, how it is interpreted and enforced; just what counts as services, direct or incidental; and what counts as expansion. It also, of course, matters a great deal whether other countries adopt the same policy.
This is a wise, judicious and necessary policy. If Barack Obama had put measures like this at least on the table back in 2009 when he tried to force a resumption of final settlement talks we might be living in a much better and very different reality today. When the then-newly elected Benjamin Netanyahu rejected Obama’s overtures Obama mostly walked away and gave up. In his semi-defense he wasn’t elected to bring about a final settlement of the Israel-Palestine conflict and it would have required an immense amount of political capital simply to set the stage for it, let alone accomplish it. The key feature of this new British policy is that it distinguishes between what is legitimate (Israel within its internationally recognized 1967 borders) and what is not (its settlements on the West Bank).
Yesterday I was kind of randomly rereading some details about Spain’s transition to democracy after the death of Francisco Franco in 1975, as one does. And I noticed that Spain had finally released the last classified documents tied to the attempted coup of 1981. The non-disclosure of these documents had helped maintain various conspiracy theories and counter-narratives about whether King Juan Carlos played quite the heroic role history has assigned him. In brief, Franco groomed Juan Carlos to succeed him believing he would maintain the Franco-ist dictatorship. But Juan Carlos quickly set about putting Spain on a path to democracy and when Francoist dead-enders in the army mounted a coup in 1981, Juan Carlos famously went on television, denounced the coup, thus leading to its total collapse. The counter-argument or claim is that Juan Carlos knew about the coup or perhaps even supported it and only pulled the plug when it looked like it was failing.
The release of the documents was just this last February. And they basically confirmed the established story, that there was no reason to believe Juan Carlos knew about the coup in advance and acted decisively to undermine and bring it to an end. But it was a small note in the Times article I read about this that got my attention: one of the reasons for the release, overseen by Spain’s current center-left government, was to combat historical revisionism and growing nostalgia for Franco among young men.
Over the last day or so, a number of the big inside DC sheets have run pieces striking a skeptical note about the GOP’s 2025-26 redistricting — Axios and Politico, for examples. It’s not just that they maybe aren’t strong enough to withstand a Democratic wave (no gerrymanders are impregnable) but that they are fundamentally based on the assumption that the 2026 electorate would look basically like the 2024 electorate, as Axios put it. That’s not quite the same as saying “as popular as.” It’s more the shape of the electorate. And that’s why it’s not quite as silly as it might sound, though not wholly unsilly. And one example of this is that Republicans made a bet that things like the big Hispanic shift toward the GOP, especially in places like Texas and the Southwest, represented a kind of realignment as opposed to just a really bad year for Democrats.
Longtime election analyst Charlie Cook has a piece up on his Substack looking at the fast-approaching midterms. It’s an interesting piece, an artifact of the moment, not simply because of what it predicts but because of the nature of the writing in which Cook seems to be grasping for metaphors about just how bad a situation Republicans face — a bit more stream of consciousness and performance art than one is used to in election analysis.
Let’s start with the lede …
With 64 days before Election Day (although the first mail-in ballots will go out in a matter of days), Republicans should brace themselves: The three most plausible outcomes are that it will be bad, really bad, or truly horrible.
A few sentences later he describes what he considers the most likely scenario.
Let’s start with the most likely scenario: that this is a “really bad” election for Republicans, losing between 26 and 35 seats in the House, and either four or five seats in the Senate.
He then describes a less drastic and merely “bad” scenario in which aggressive gerrymandering on both sides keeps House losses in the 15 to 25 range. But he thinks that this scenario still nets Democrats four to five Senate seats. He calls the GOP’s worst-case scenario the same 26 to 35 House seats lost but “at least six” Senate seats gone too.
As you can see in my most recent post, yesterday evening TPM Reader BC flagged this news out of Independence, Missouri, best known as the hometown of Harry Truman. A city councilman, John Perkins, got canned in a recall election over a data center and by a massive margin: 68% of the town’s residents voted to end Perkin’s term immediately. It’s all backlash from the town’s approval of a major hyperscale AI data center on which construction is now already well underway.
While this is just one city council race, the broader metastory and this particular development sounds like one of the ur-stories of the 2026 midterm cycle. It coincides with and is related to the backlash against Donald Trump and all his corruption and wrongdoing over the last 18 months. But it’s only in the last three or four months that the AI data center story has fully broken into the national headlines. For all these reasons, I wanted to dig in and find out a bit more of the details. It’s really quite storybook in a kind of made-for-TV-movie dystopian kind of way.
Here’s the story as I understand it.
Over the last week, there have been a number of examples popping up on social media of Republicans, often very conservative Republicans in red states, removing President Trump from their campaign websites. It’s not terribly conspicuous. It usually amounts to taking an “endorsed by Trump!” button down and replacing it with some other innocuous tagline, or taking Trump out of a campaign biography. It’s very different from attacking Trump or doing anything publicly. But it still speaks volumes about the political moment, one in which Trump and everything about him if not everything he stands for is politically toxic, even in very conservative states and districts.
It allows us to look a bit over the horizon. What we see won’t surprise us. We probably know it already if we think about it. But it’s worth thinking about. If the midterms go more or less as expected, a lot of Republicans are going to be really, really pissed at Donald Trump. No, I’m not predicting some anti-Trump rebellion or reversion to the pre-Trump GOP. But it will be more than the standard disgruntlement after a bad election cycle. Because a Democratic wave won’t just be the expected thermostatic sloshing back and forth of modern politics. We’re still in a deeply sour public mood in which incumbents are always in some level of trouble. But in this case, Trump has taken step after step almost inviting a major backlash. The tariffs, the disastrous Iran War and resultant high fuel prices, the late fourth quarter trade war with Canada.
Last week, after the death of Dolly Parton, I wrote about how Parton had aggressively and carefully preserved her various royalty rights through her life and how that was the foundation of her fortune, much of which she gave to charity. I also noted a story which figured prominently in many obituaries and commentaries: how Parton had refused to hand over a chunk of her royalties in exchange for Elvis Presley recording “I Will Always Love You” — a song which Parton herself had had a country number one hit with in 1974 and would later become a global mega-hit for Whitney Houston in 1992.
This reminded me of something I’ve wondered about for a long time, because it was tied to a bundle of interrelated minor interests of mine. To set the stage, the guy who actually put the squeeze on Dolly was a guy named Colonel Tom Parker. And yes, “Colonel” could easily have been mistaken for his first name. Parker was technically Presley’s manager. But that greatly understated the nature of the relationship, along with his role in Presley’s rise to fame and arguably his slow downfall. Parker was a kind of cigar-chomping, hard-charging good ole boy, someone out of central casting or perhaps a comic book. Maybe one part Albert Grossman, Bob Dylan’s early manager, and one part Boss Hogg — one of a long line of impresarios who both have some claim to making their charges into stars, but also then cocooning them, cheating them and cutting them off from other channels of advice, contact and more. And he wasn’t really one in a line — he was arguably the archetype, at least in the post-war era and in the history of Rock ‘n Roll and late 20th century popular music.
This is a touch meta. But indulge me because I think it could have real world effects. When real world players start acting on new perceptions, beliefs, prognostications, those beliefs become meaningful and consequential even if they’re absurd or unsupported in themselves. Because they are driving actions.