We’re working with universities to help realize the benefits of AI. Last week we announced Claude for Education, with a new Learning Mode that helps develop students’ critical thinking skills. It's available for all Pro users with an .edu email: https://t.co/PshM6m5hjw

i was recently having a convo with my buddy (largely as a joke) about how to truly succeed in bureaucracies. we discussed how one of the biggest mistakes ppl make in very bigcorp life, especially in bloated orgs, is thinking simplification is the goal. it’s not. simplification is punished. it reveals too much. it threatens power structures, uncovers incompetence, & removes the need for whole teams. simplification will create enemies. the real game is complexification. not in a chaotic way. it has to be fashionable complexity. complexity that looks like intelligence. introduce ambiguity. spin up cross functional workstreams. launch studies with no end state. raise questions that can’t be answered. build “alignment” across 12 stakeholders. this is how you win. if you want to succeed in bureaucracies make things seem hard. then make them even harder. inject process. delay clarity. make your presence essential to navigating the mess you helped create. that’s how you get promoted.

Elon Musk CONFIRMS with Jesse Watters Democrats are laundering money through a network of NGO’s, the money is coming back to them, and that’s how they’ve gotten so rich Elon Musk also confirms Democrats need to start being arrested for the fake NGO money laundering scam. “With respect to the non-governmental organizations, these sort of fake NGOs, I think there needs to be a number of arrests in that regard as well. Because these are fake charities where mostly Democrats and what's it called, and I want to be clear, there's sometimes a little bit of Republican in there — So that's where you start getting the uniparty thing going on. But it is overwhelmingly to Democrats and they give these billions of dollars to NGOs run by Democrats that then go through a whole network of additional NGOs. It's a giant money laundering scheme. Really at this point, I think the word NGO and money laundering are almost synonymous.” More on Democrats Social Security fraud: Jesse Watters “You said the other day uncovered some evidence that there was massive Social Security fraud and that arrests were imminent. What can you tell us about that? And what can you tell us about what you've seen politicians do to make massive amounts of money off of the federal government Like Nancy Pelosi?” Elon Musk “So we've encountered. There's really so much for it. It's deciding what should be prosecuted first. Because it's such a long list, you have to actually prioritize list. We convey the list to the Department of Justice. The DOJ has a process that they go through to review and think about it. The wheels of justice turn slowly. In fact, obviously I have a maniacal sense of urgency. So to me, when I see that terrible fraud has happened, I'm like, why haven't we arrested someone already? But as the saying goes, the wheels of justice turned slowly but surely. I think probably the person that stole 400,000 Social Security numbers, at least, maybe more will be arrested hopefully this week”

Wow! This project looks amazing. In it, three scientists at Columbia, Michigan, and Maryland introduce VRscores: a measure of the partisan leanings of employers in the United States. The dataset is constructed by linking U.S. voter registrations to online worker profiles. The dataset covers the 2012-2022 period. VRscores capture the political affiliations of 21.8 million workers across 2.6 million employers. Wow!

Other Countries Seem to Like Tariffs. So Why Are People Opposed to Trump’s Tariffs? On April 2, 2025, President Donald Trump proclaimed the start of “Liberation Day.” “Whatever a particular country tariffs us, we reciprocate. In other words, it's their choice, not ours.” While the U.S. has been standing idly by, other countries have taken advantage of America’s no-tariff policy for decades, argues @VDHanson on last week’s “Victor Davis Hanson: In His Own Words.” Trump’s tariffs are only half of what other countries have been placing on American goods. Watch the full episode now: https://t.co/Ojy8Mp2ymx

🧵 A friend Airbnbs a luxury home in a trendy, exclusive neighborhood in Los Angeles. Recently, a couple stayed in the home for a week. It costs ~ $1000 a night. My friend noticed that the bill was paid by "AirBnB . org." AirBnB runs a charitable foundation that gives free stays to poor people and people made homeless by natural disasters, etc. https://t.co/EUD7mcTcY4

The last time the market dropped 9.5% in two days, the Fed unleashed a multi-trillion bailout of the economy including $500BN in QE, $1 trillion daily repo and tens of billions in junk bond ETF purchases https://t.co/5QOtHD9P9j

Tariffs are dumb. We’re not going back to making toasters in Toledo. But if they crush yields and we refi $30T of debt just 100bps cheaper, that’s $300B+ a year in savings. Corporates have largely extended their debt maturity profile and maybe it’s time for Bessent to do the same. Stocks? They can be juiced anytime with a surprise cut or QE. So maybe it’s not totally dumb. How am I wrong?

The departure of a top FDA official is bad news, say the media. It's not. A new Public investigation finds that Peter Marks was behind: the approval of two dangerous and failed drugs; the forcing out of scientists to get Covid vax mandates; and Covid vax for young kids. https://t.co/TC3C6OPkPZ

Folks just don’t get it. Rates are declining, Bessent is a happy man. His North Star is the UST 10 yr yield. Not the Fed! Tariffs will eventually force the Feds hand. Let the crazies in the equity futures have their fun. The real information is in the credit markets. UST 10 yr about to break 4%

Tariffs are not the story! Since Trump took office in Jan 2025, the 10-year yield has dropped from 4.79% to 4.17%. Look how much it’s dropped today! That 0.62% drop may not sound like much—until you realize the U.S. has $36.5 trillion in debt. This is stealth refinancing on a historic scale. Lower yields = trillions in interest savings. More breathing room. Less inflationary pressure. And the market is front-running it. Everyone’s watching tariffs. But this yield curve shift? It’s the real game. Trump isn’t just cutting spending— he’s restructuring America’s balance sheet in real time.