Ravi Garla 👾

This is wild. People in *every single one* of the top US allies now think it's better to depend on China than the US. The global balance of power is clearly tilting away from the US and toward China.

Great read from new digital journalism outfit in LA. Learn more about the contours of LA politics in one go than reading a year’s worth of news stenography.

The world is changing right in front of us and no one knows it. Texas is running its world-class economy on 70% renewables, right now. Gas is there if we need it, but for today, we can save the fuel for another day.

La localisation du porte-avions français Charles de Gaulle rendue possible grâce à l'imprudence d'un marin utilisant l'application de running Strava, rapporte Le Monde. En faisant son footing sur le pont, il révélait la présence du navire.

@omooretweets Sure, but the privacy concerns will always make them vulnerable. Second guessing what you ask your AI because it’ll sell it to Eve to advertiser in the world ain’t going to win you a loyal user base.

A big story that most people are missing in the AI race for the consumer (ChatGPT vs Claude) is ads. Right now, most consumer AI revenue is coming from power users who are willing to pay high cost subscriptions. This currently skews positive for products like Claude - but this will not be the end state. Google makes ~$460/ user/year in the U.S., mostly on ads. Meta makes around ~$250. I would argue ChatGPT’s ad-based ARPUs will be even higher as they will ultimately have deeper / more frequent user engagement. Even at the $460 level - monetizing everyone in the U.S. via ads is $152 billion in annual revenue. By contrast, if you’re able to monetize even 5% of the population on a $200/month subscription (which is a stretch!), that’s only $40 billion 🤔 I suspect this will be even more drastic outside the U.S. where users are even less willing or able to pay directly for subscriptions. And, the earliest data from a very small rollout shows ChatGPT ads are already outperforming Meta in effectiveness - this just gets better over time. TL;DR - I would not count ChatGPT out on consumer AI revenue. Once ads start working, that can quickly become a massive machine.

Nick Shirley’s Minnesota video claimed to expose $110 million in daycare fraud. His claims remained unsubstantiated. State inspectors found the centers operating normally. Many had already been audited. The downstream consequences were not unsubstantiated. Ten billion dollars in child care funding frozen across five states. Two thousand federal agents deployed to Minnesota. An immigration crackdown that killed two US citizens. Now the same playbook opens in California, this time aimed at hospice funding. The $170 million figure is his own. No verified independent sourcing yet. The Minnesota record tells you exactly what questions to ask before the freeze orders and the crackdowns follow the clicks.

"Nearly five years." Investigative journalism takes years and years. The investment is immense, and always worth it, and, in the era of "hot takes" and ephemeral "content," rigorously reported journalistic work is needed more than ever. We must keep supporting investigative journalism. From @mannyNYT, lead reporter of the blockbuster piece on Cesar Chavez ⤵️

Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs."

@TomSteyer @RebeccaKKatz Is there a way out of the subsidy arms race?

I strongly support expanding tax credits to keep the film industry in Los Angeles.

Amusing if not dark. The transition to thinking purely in transactional and predatory terms when it comes to foreign policy will take a moment, but we will all regret it. Finnish prez at Chatham House 👇🏾

Thanks for the chance to re-up (and update) our graphic, Newt Gingrich! Let us know if we can make this any clearer. aol.com/articles/donal…

dang, he did the meme…

Watch the video. Imagine being 12 hours into your pregnancy and zoom you into courtroom, railroad you into a c section. The reality in Florida today post “fetal personhood” law.

Is Dune Messiah worth reading or should I hold onto the plot mystery?

Seamus Culleton is an Irish national being held by ICE in Texas for nearly 6 months. He's lived in the U.S. for 20 years, is married to a U.S. citizen, has no criminal record, and was detained despite holding a valid work permit according to CBS News.

Happy St. Patrick's Day, New York.

@shannonrwatts I mean, where would we be if west didn’t invent the concept of the individual a couple hundred years ago?

Socrates in 460 BC: “The unexamined life is not worth living.” Marcus Aurelius in 150 CE: “You have power over your mind—not outside events.” Augustine of Hippo in 400 CE: “Do not go outside; return into yourself. In the inward man dwells the truth.” Marc Andreessen in 2026:

The United States owes almost $700 million more in interest for each month that US Customs delays the IEEPA tariff refunds, Cato’s @scottlincicome reports. The interest clock is ticking. ow.ly/T3U750YtOVm

This is 100% completely unsustainable as a society. Nearly 50% of all consumer spending now comes from the top 10% of earners. The bottom 80%? Their share keeps falling. This is why the economy can look strong in the data while millions of people feel like they're falling behind.