
AMERICA FIRST PODCAST - Peter Saddington#agile #bitcoin #startups #venturecapital #racing #life #lessons
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Pope Leo XIV is preparing an encyclical on artificial intelligence — the first document of its kind from any global institution older than the machine. He took the name Leo specifically to echo Leo XIII, who wrote Rerum Novarum in 1891. That was the Church's response to industrial capitalism. This is the response to whatever comes next.<br /><br />The Vatican has more cultural authority on labor ethics than any government because it survived industrial capitalism, late capitalism, and communism. CEOs who ignore UN reports read papal statements. Tech executives are already requesting audiences. 1.4 billion Catholics doesn't move legislation. It moves boards.<br...

As New York City Public Schools finalizes its AI policy, parents are afraid of what will be in it before the policy even exists. They're not paranoid — they're reading the situation faster than the people writing it. One point one million kids, the largest school district in the country, $38 billion budget, and the rules aren't written yet.<br /><br />The "policy" is functionally a procurement decision wrapped in language about ethics. Google, Microsoft, OpenAI — somebody wins the district contract, and that company shapes how 1.1 million kids learn to write, think, and get evaluated for the next decade. Whatever NYC picks beco...

Today's article asks the right question for the first time in 10 days of news. Who actually benefits from AI? Not who lobbied the bill. Not who got the federal regulation. Not who showed up to the protest. Who gets the money, the time saved, the leverage.<br /><br />The honest answer has three parts. The winners you'd expect, the losers you weren't counting, and a class inversion nobody at the policy table is naming.<br /><br />Picks and shovels. Nvidia is up four trillion in market cap. Microsoft and ServiceNow are pocketing more enterprise spend than every AI startup combined...

Yesterday I said the federal layer was coming. I thought 18 months. It took 18 hours. Trump signed an executive order this morning to regulate AI development — triggered by Anthropic's Mythos model.<br /><br />The lab that markets itself as the safety-first AI shop just released a model the White House classified as a cybersecurity threat. The cascade jumped from state to federal in one day.<br /><br />Federal AI regulation just got pulled forward by 18 months. The mid-tier labs die. The big three — Anthropic, OpenAI, Google — survive on legal teams. Open-source becomes a permit, not a download.<br /><br />The model that t...

Six days I've spent on the politics of AI — who got told, paid, asked, recorded, who showed up, who got the bill distributed before the senator read it. Today is a different question. Does the technology actually do something that matters?<br /><br />Today's article is about rare diseases. 30 million Americans live with one. The average diagnostic odyssey is seven years. AI is starting to compress that to weeks.<br /><br />Rare disease is the cleanest commercial case in medical AI. Motivated families. Niche markets. The orphan drug pipeline is a $200 billion market by 2030. Three winners — genomics labs, AI diagnosis vend...

Boise is not Berkeley. It's not San Francisco. It's not Cambridge. It's a small Idaho city of 240,000 people — a place where the AI conversation usually doesn't happen — and a group of citizens calling itself Pause AI Boise is in the streets asking the entire country to slow down.<br /><br />The last four days we walked through how this story plays out at the level of institutions, regulators, and the doctor's office. Today is the citizen layer. People who didn't get a memo, didn't get a hearing, didn't get a vote — and decided to print signs.<br /><br />You can't pause...

The AI conversation walked into the doctor's office today. Should you let your physician record your visit? Should you trust an AI scribe to listen to the most private conversation you'll have this year? AI scribes — software that transcribes the patient encounter directly into the medical record — are quietly becoming default at major health systems.<br /><br />The last three days we talked about institutions. County. State. Federal. Today is about your body.<br /><br />A new vendor category got born — HIPAA-compliant AI transcription. Every health system in America buys this in 18 months. The vendor that wins owns the medical record...

Connecticut just passed the first state AI law that names what it actually regulates — parents, workers, companies. Not abstract principles. Specific people, specific protections. Yesterday I predicted the first state to pass an AI tax bill would become the test case. Connecticut volunteered.<br /><br />A compliance industry got born overnight. Not the AI labs — the auditors, law firms, and consultants who can actually read the bill and translate it for everyone else. When government writes rules, lawyers eat first. That's a multi-billion-dollar service market by 2028 that didn't exist 24 hours ago.<br /><br />Compliance costs scale down badly. The startup with...

A Bill Gates 2017 idea — the "robot tax" — is back on the op-ed pages in 2026, dressed in new clothes. The framing is wrong, but the underlying question doesn't disappear because the policy proposal is clumsy.<br /><br />A tax on AI lands on whoever deploys it, not whoever owns it. The startup paying for API access pays the tax. The hyperscaler collecting that revenue collects the tax. Wrong target every time. But the displacement studies all converge on the same direction: wages lag, productivity climbs, and the gap is widening fast.<br /><br />The real reframe: tax was never the question. The...

Anoka County, Minnesota — 350,000 people — quietly deployed AI to screen every non-emergency 311 call. No keynote. No announcement. They just shipped it.<br /><br />This is how AI actually arrives in your town: not through a hyperscaler stage, but through county budget pressure. 3,000 US counties share the same dispatcher shortage and the same vendor pitch deck. By Memorial Day 2027, this is the new normal.<br /><br />The deeper problem: the classifier IS the policy. "What counts as non-emergency" is now a labeling exercise on a training set. Some product manager decided. Some annotator labeled. Nobody voted. The most important policy in this roll...