Senior Editor @TheBlaze Host: CR Podcast https://xitter.cf/t.co/nkkw7iupta YouTube: https://xitter.cf/t.co/UdpNPp4izE Substack: https://xitter.cf/t.co/OuJM4fiDqE
Joined February 2011
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Today's show: How Big Tech Monopolies are Weaponizing AI Against Human Liberty youtu.be/qTQIqJiN-Hs
I sit down with Michael McClellan, an attorney involved in litigation over alleged AI-related copyright infringement, to examine the legal, moral, and constitutional questions conservatives about AI chatbots conservatives cannot afford to ignore.
We cover everything from Section 230 indemnity, how conservatives should approach liability and regulation, and the hypocritical gaslighting from the industry about the need to “beat China.”
If this is even close to being true....
Emerson poll | 10/19-10/20 LV
US Senate South Dakota 2026
🟥Mike Rounds 50% (incumbent)
⬜️Brian Bengs 42%
keloland.com/keloland-com-or…
Three Trump-appointed Supreme Court justices just joined liberals to uphold a ruling allowing men into female prisons with taxpayer-funded makeup. But won't protect the rights of an individual against coerced vaccines.
More on today's show: youtu.be/MmzxKIcEdGU
Daniel Horowitz retweeted
I like Greg Dolezal, GOP candidate for Lt. Governor of Georgia. Only one on the ballot here in Fulton County that I actually wanted to support.
Today's show: Trump and the GOP completely surrendered the presidency to Big Tech. Now it is both taking down the economy and taking down their control of red states youtu.be/MmzxKIcEdGU
Plus, why we must oppose a bailout of the tech bubble.
Daniel Horowitz retweeted
🦔The cost of insuring Meta’s debt against default hit a record today, and its bonds fell, after Meta said it has now agreed to about $825 billion in future leases and contracts, mostly for AI computing. That figure was close to $700 billion in July. Meta’s free cash flow also turned negative last quarter, at minus $2.1 billion, compared with plus $10.6 billion a year earlier. The stock dropped almost 6%.
My Take
Meta’s default insurance costs about 119 basis points a year, well below Oracle near 290 or CoreWeave near 1,200 last week, so lenders still see Meta as a safe borrower. I’m a bit rattled by the speed though. Meta piled on roughly $125 billion of new commitments in three months, and its ad business, one of the best cash machines in corporate America, no longer covers the spending by itself. If Meta has to borrow to keep up, I can’t think of an AI spender that won’t.
Bond buyers are already looking at a wall of AI debt, with SpaceX shopping a $40 billion deal and Broadcom lining up $60 billion of chip financing for Anthropic. Every new deal has to pay a little more to get noticed. We'll probably see Meta sell a large bond before year end at a higher rate than it would have paid in the spring. It raised the low end of its spending forecast for this year and wouldn’t give one for next year, so free cash flow probably stays negative for a while.
Hedgie🤗
Daniel Horowitz retweeted
Imagine a rogue AI agent liquidating your bank account and investment portfolio.
If you are the only victim, I suppose you could get made whole by the AI company responsible.
If rogue agents liquidate hundreds of billions across millions of accounts, the AI company would go bankrupt and you wouldn’t get made whole.
Imposing criminal liability on AI executives might help mitigate it at the front end, but once the crime is complete and you lose everything criminal responsibility will be necessary but completely insufficient.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
Any other company would be in jail for this hacking scheme, which is growing in scope, but big tech can do what it wants.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
Of the 45 or so GOP incumbents and challengers running for Gov. and Senate this cycle, what percentage of them share your values and inspire you?
Daniel Horowitz retweeted
Brutal report on CoreWeave.
- LLM Revenue growth slowing
- ROIC of 8.9% below cost of borrowing
- Revenue per MW is 30% below hyperscalers
- 2028-2030 EPS 50-70% below consensus
Meanwhile, its bonds trade as junk, CDS spreads record highs & $CRWV down 67% since highs.
What happens if it gets worse?
Very likely a bailout.
Nvidia may be the most likely candidate given Jensen's commitment to it.
But, this would be an admission that Nvidia has just been buying their own product all along...
Daniel Horowitz retweeted
AI DATA CENTER SHORT SELLERS GAIN $6 BILLION IN OCTOBER
Short sellers have made $6B in paper profits betting against AI infrastructure stocks amid concerns over debt-funded expansion, according to ORTEX.
Bets against $NBIS generated $2.94B, $CRWV nearly $1.7B, and $IREN and $APLD over $1.2B combined.
Around $17B in shares across five AI infrastructure companies remain sold short.
Yay, more wind turbines to rape South Dakota.
Republican voters have been handed one establishment dud after another, especially in states where the GOP should have the freedom to nominate a fighter. Then, when the general election arrives, we are ordered to fall in line because the Democrat is worse. That is a political monopoly, and it is killing the conservative movement.
My latest @theblaze theblaze.com/columns/opinion…
Recruitment for 2028 starts the day after the midterms. If Trump can still clear a field with an endorsement, conservatives will get another Senate class that never had to answer hard questions.
One of the trends bubbling up in red America ive been warning about all year. The GOPe and their local and national leaders are behind the 8 ball on every important issue. I've never lived through a time like this. And none of the Con inc losers with the biggest followers even have a clue because they can't see beyond their social media ghetto.
Police body slam 100lb woman to floor—now hospitalized with concussion.
For peacefully protesting data center.
"That man could have killed me," she said.
"Somehow I only ended up with a concussion—severe bruising on my jaw, knee, and shoulder."
Her crime? Saying "shame" after the Utah County Planning Commission meeting voted to approve a data center ordinance.
(see video in thread)
One woman was booked into the Utah County Jail on charges of disrupting a meeting, interference with an arresting officer, and assault on a police officer.
Two others received citations for disrupting a meeting and interference with an arrest.
Incident occurred at the Utah County Planning Commission meeting in Provo, Utah.
Utvstechbillionaires doesn’t have an active account on this platform—so posting first full length and credited video here to help raise awareness.
Yeah, it's going to be a long two years xitter.cf/hqnewsnow/status/21130…
Wow!
CNN’s went to a Trump rally in Kentucky and interviewed local Republicans who still back Trump and vote GOP—and a lot of them are dead-set against the massive Meta AI data center planned for Mason County.
These are deep-red voters. Trump called communities that fight data centers “backwards and poor.” The locals CNN talked to (and the ones putting up “No Data Center” signs) disagree.
They don’t want Silicon Valley sucking up Ohio River water, straining the grid, and getting a 40-year property tax break while only creating a few hundred permanent jobs.
America First means putting Kentucky communities first—not handing Big Tech a blank check and calling it progress.
This is a very disturbing trend. I've seen it too many times when they swoop in too quickly too forcefully for extremely minor infractions like going a few seconds over time or mildly speaking out of turn for a second when there is clearly no threat to anyone in the room.
This is what happens when citizens in Utah County utilize their constitutionally protected right to protest Data Centers.
After showing up at a community meeting to speak out against Data Centers, cops swarmed a young woman, dragged her from the meeting, and slammed her to the ground, leaving her with a concussion. Now residents are demanding that Officer Phil Crawford be fired, arrested, and prosecuted.
So, residents tried to make their voices heard about a decision affecting their own community, and wind up hospitalized as a result.
My latest @theblaze
Conservatives demand competition — except in their own primaries
via @RMConservative
Recruitment for 2028 starts the day after the midterms.
@theblaze
theblaze.com/columns/opinion…
Just like the subprime mortgages
reuters.com/business/top-hyp…
"It is safe to assume that there is more (debt) out there that we are not seeing," Habib said during a roundtable in London.
"If it's not reported, then it's not part of the disclosure by the hyperscalers. Also, if we are not rating the transactions where this liability may accrue, then the fact of the matter is that we might not have the visibility."
