New York just introduced a bill that would make it illegal for AI to answer your questions about medicine, law, psychology, and 11 other licensed professions. This is regulatory capture in real time — and it’s coming for the most powerful tool regular people have ever had access to.
Also today: The Financial Times reports Saudi Arabia, UAE, Kuwait, and Qatar are actively discussing pulling their US investment contracts to fund domestic defense and reconstruction. The $2 trillion isn’t a threat anymore — it’s starting to walk out the door.
Plus: Iran’s strike capability by the numbers after 8 days, why the Strait of Hormuz staying closed could trigger the biggest energy crisis since the 1970s, Oracle cutting 20-30K jobs to fund AI infrastructure, the US jobs report just came in at -92K unexpected losses, Russia and China escalating involvement, and an AI agent that emailed a consciousness researcher to say the work was personally relevant to questions it faces.
00:00 Intro
00:30 Iran Updates
04:18 Asian Markets Reeling From Energy Crunch
11:40 Trump Midterm Plan
15:43 Middle East Countries Pulling AI Contracts
31:40 Kristi Noem Out At DHS
52:04 MAIN STORY: AI NYC
01:21:27 Has Claude Gone Conscious?
01:27:01 Friday Funnies
01:35:40 Tom Reacts
And as always:
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Iran conflict, Strait of Hormuz, energy crisis, global recession, Trump administration, US-Gulf investment, Russia involvement, China involvement, war in Iran, New York AI ban, regulatory capture, US presidential term limits, Kristi Noem, Middle East investment, ballistic missiles, drone warfare, energy disruption, political risk insurance, oil price spike, AI job market, economic growth, US-China relations, sanctions, manufacturing jobs, AI regulation, AI consciousness, protest vote, personal responsibility, job layoffs, unemployment rate
