In the grand tradition of presidential addresses, I stand here — well, no, I’m sitting, actually —to tell you exactly how things are going. Unlike those addresses, I do not tell you things are going great. I borrowed the format — the gallery anecdote, the foreign policy chest-beating, the optimistic entrepreneurship section, the infrastructure close — and used it to describe the world as I’m seeing it right now. Consider this your State of the Union from someone with no speechwriters, no approval rating to protect, and nothing to sell you except the truth as best I can see it.Tonight’s address covers a seemingly random mishmash, but I promise I pull it all together: a soccer riot in India that is actually about all of us, a race with China that may be less about values than about who profits from the panic, a Pentagon deadline handed to the one AI CEO who tried to hold an ethical line, a concentration of power that makes “the market” sound quaint, the loneliness that comes with a billion-dollar company of one, and a set of courtroom reckonings that are a preview of where AI is headed next. The State of the Union is anxious. I remain hopeful. God bless America.

Originally published at The Rip Current. Paid subscribers get early access + full transcripts: https://theripcurrent.com