Andy Kessler
941 posts
Andy Kessler
@andykessler
Inside View column Wall Street Journal @WSJ opinion page
Northern California เข้าร่วม Mayıs 2010
0 กำลังติดตาม14.2K ผู้ติดตาม
With oil prices flying, you can surely hear someone screaming, “$120 to fill my Ford F-150 pickup? Who’s to blame?” ($200 in California.) The answer is government, but that won’t stop the affordability screechers from turning the volume up to 11.
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War ain’t beanbag. AI won’t only run battle simulations, but war simulations. MAD, Mutually Assured Destruction stopped nuclear wars. With gigawatts of AI simulations, adversaries can simulate their own demise —SAD, Strongly Assured Destruction—and negotiate peace instead. 3-D checkmate.
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Is artificial intelligence coming for your job? More likely your title. Org charts are over. The latest lingo bingo words are AI agents, context and business ontology. Consultant's Full Employment Act. But what do they mean?
wsj.com/opinion/ai-fre…
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In 1812 Luddites took hammers to knitting machines for fear of jobs. Substack and podcasts, equally misinformed about AI and jobs, are the new word hammers. Bang bang!
wsj.com/opinion/ignore…
@ylecun @mustafasuleyman @elonmusk @sama @openai @GoogleDeepMind @AnthropicAI @Meta @ajassy @nvidia @geoffreyhinton @demishassabis @gdb @ESYudkowsky @ericschmidt @AndrewYNg @drfeifei @finkd @ajassy @emollick @miramurati @thinkymachines
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This stands up from January 2025:
"The International Emergency Economic Powers Act 1977 allows presidents to regulate trade during national emergencies. Congress sure loves giving its power away. No wonder Mr. Trump has a crush on the word “tariff.”
Notice how everything is now either a national-security concern or an emergency. Tariffs on Canadian bacon for national defense? A national emergency? Hardly.
wsj.com/opinion/trump-…
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“Markets trade to inflict the maximum amount of pain” will always be my favorite Wall Street adage. Investors in software companies learned that lesson the hard way.
wsj.com/opinion/how-to…
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WSJ: The 2026 Activism Awards
Ah, another award season, another round of trendy celebrity word vomiting.
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QME
WSL: A Middle Man for California
Of Matt Mahan, San Jose mayor. A moderate Democrat? In California? To quote “Ghostbusters”: “Dogs and cats living together. Mass hysteria!”
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QME
WSJ: Ro and Our New Health Sherpas
Sometimes you just have to break the cycle of crazy—from ObamaCare subsidies to high list prices and rebates for drugs. “Prices went from $1,300 to $149 in 18 months. This never before happened in healthcare, what regulators were trying to do for decades.”
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WSJ: Take a Nonconformist Out to Lunch
Everyone wants to be a rebel. So here’s a modern paradox: Many who rebel against the status quo don’t realize it when they become the status quo. Non-nonconformists! So out they’re in.
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wsj.com/opinion/go-aro…
@musk @amazon @meta @RobinhoodApp
@ylecun @mustafasuleyman @elonmusk @sama @openai @GoogleDeepMind @AnthropicAI @Meta @ajassy @nvidia @geoffreyhinton @demishassabis @gdb @ESYudkowsky @ericschmidt @AndrewYNg @drfeifei @finkd @ajassy @emollick @miramurati @thinkymachines
@JohnStossel @steve_hanke @CliffordAsness @AndrewLilico @lymanstoneky @tylercowen @FelixSalmon #EconTwitter @adam_tooze @Austan_Goolsbee @JustinWolfers @elerianm @yardeni @TruthGundlach
QME
WSJ: Go Around and Strangle Things
I’m not a fan of rollups. Amazon didn’t roll up local bookstores. Tesla didn’t buy Chrysler. Facebook didn’t buy yellow pages or local newspapers. The famous Facebook motto “Move fast and break things” is cute, but a better Silicon Valley mantra would be “Go around and strangle things.”
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