A11. | September 18

***  Ross Rant ***

YouTube's $100 billion creator payout: The end of media as we know it

Not long ago, most people saw YouTube creators as hobbyists, nerds, or amateur filmmakers shooting videos in their basements for fun. Fast forward twenty years, and YouTube has paid them $100 billion. That's real money—one hundred billion dollars flowing directly to people who make videos, bypassing the traditional media giants entirely.

This shift isn't an anomaly. 

It's a signal that the creator economy has outgrown its humble beginnings. What started as a quirky corner of the web now rivals Hollywood and major newsrooms. When a single platform pays out more than most countries' entire media budgets, it's time to pay attention.

YouTube's recent push into artificial intelligence amplifies this transformation. These new tools enable anyone to create professional-looking videos without expensive equipment or advanced technical skills. I've been discussing the shift toward more amateur, agile video creation for years, and now we're witnessing it unfold in real time. Anyone with a smartphone can produce content that rivals professional TV studios. The barriers that once protected big media have crumbled.

For decades, traditional media companies controlled the game. They owned the channels, theaters, expensive cameras, and the professionals who operated them. That advantage is rapidly disappearing.

Today, solo creators armed with AI tools can move faster than any corporate team. They don't need sign-off from multiple layers of management. They speak directly to their audiences—no focus groups, no market research required. When people crave authentic voices over corporate messaging, these creators win.

Big Media spends millions producing a single TV episode. Creators make content people love for a fraction of that cost. They don't pay for sprawling offices, high-paid executives, or legacy distribution networks. Every dollar saved can be reinvested in content—or go straight to their pockets.

This wave extends far beyond entertainment. Newsrooms now compete with independent journalists breaking stories on social media. Educational institutions face YouTubers who explain complex topics through engaging, accessible videos. Even corporate trainers struggle to match the reach and effectiveness of online educators.

Policymakers face a significant challenge. Existing broadcast regulations were designed when only a select few could reach mass audiences. Now anyone can reach millions instantly. We need new frameworks for content moderation, information accuracy, and fair competition—the old rules simply don't apply.

TikTok represents another seismic shift. It's not merely social media; it's handheld television on steroids, delivering access to countless global creators through hyper-personalized feeds. Its AI-driven recommendation engine tailors content to individual preferences with unprecedented precision.

Communications experts like Kevin Munger from Penn State University argue that short-form video communicates information more efficiently than traditional text-based content. Given TikTok's television-like influence, there's growing momentum to regulate it similarly to traditional broadcasters under frameworks like the Communications Act of 1934.

Countries from Canada to China have implemented television and communications regulations, highlighting the urgent need for similar oversight of platforms like TikTok.

Civic leaders and communications professionals cannot afford to ignore this transformation. Many still rely on strategies built for a world of media gatekeepers—a world that's rapidly disappearing. Tomorrow's leaders must understand creator economics, AI-powered tools, and direct-to-audience models. 

The $100 billion YouTube payout isn't the conclusion of this story—it's the opening chapter. As AI capabilities expand, content creation will become even more accessible. Traditional media companies face a stark choice: adapt to this new reality or watch their influence diminish. The creators have already moved forward. The rest of us should take note.

-Marc

***  A11. ***

People around the world want political change, but many doubt it can happen: Large shares give politicians low marks on honesty and understanding the needs of ordinary people. Pew

It isn’t just the US. The whole world has soured on climate politics. How do we think about the climate future, now that the era marked by the Paris Agreement has so utterly disappeared? David Wallace-Wells

WP: Trump tariffed the British. They’re still rolling out the red carpet.

The Times: Royals give Trump a spectacular welcome for ‘ultimate’ state visit

Trump has no need of reality, deep in the land of make-believe:
The skies rained on his parade, but the US president seemed to enjoy the pomp and pageantry in a Windsor hermetically sealed from outside protests. Tom Peck

UK and US are two notes of the same chord, says Trump: The Times reports the King praised the special relationship at the state banquet, which also hosted tech leaders from Apple, Microsoft, and Google.

Trump meets with royal family in pomp-filled state visit to Britain: WP reports the day ended with a state banquet at Windsor Castle, where President Donald Trump and King Charles III both toasted to the special relationship between their nations.

+ Trump’s interview from the UK with Fox News’ Martha MacCallum will air at 3:00 pm ET tomorrow

Starmer banks on £150bn investment to placate critics of Trump state visit: Guradian reports the prime minister seeks to make best of difficult state visit by US president with package of commitments by US firms.

US tech groups answer Starmer’s call for AI infrastructure spending: FT reports multibillion-dollar pledges on data centres come during Trump visit despite unresolved issues around digital services tax.

Nvidia invests £500m in Nscale to boost UK AI data centers: The Times reports investment promises 250 jobs and a significant boost to national tech infrastructure as part of a wave of tech deals announced during President Trump’s visit.

Nvidia says Britain will have to burn gas to power technology revolution: The Times reports the company chief executive Jensen Huang says the UK’s costly electricity means new data centres will rely on fossil fuel as well as renewable energy.

It’s Britain’s fault the special relationship isn’t working: The Prime Minister’s woeful record of poor judgment has the Trump administration questioning the value of a friendship with Downing Street. Con Coughlin

Why MAGA’s next project is to fix ‘broken Britain’: President Trump has been vocal about what he perceives as the UK’s shortcomings. After America is fixed, his administration wants to make it great again. The Times

How conservative America turned on Britain: Donald Trump may go easy on Starmer during this week’s state visit, but his supporters see the UK as a stark warning for the US. Telegraph

Won’t the British right stand up for sovereignty? A hatred of interference in national affairs disappears when American conservatives are doing it. Janan Ganesh

The Times: Starmer will recognise Palestine after end of Trump’s state visit

Ukraine’s best hope for influencing Trump? King Charles.
The US president will be lauded with the finest pomp and pageantry Britain has to offer. Politico

TKI: Ukraine aims for Trump meeting during Zelensky’s upcoming New York visit, FM says

Tests show Navalny was poisoned in jail, his widow says:
BBC reports the wife of the late Russian opposition leader Alexei Navalny has said he was killed by poisoning while serving a prison sentence in an Arctic penal colony in 2024. In a video shared on social media, Yulia Navalnaya said analysis of smuggled biological samples carried out by laboratories in two countries showed that her husband had been "murdered."

Germany faces ruin without reform of welfare state, warns economist: Economic adviser says younger workers face an unsustainable burden without radical action to tackle the €400 billion-a-year pensions bill. The Times

EU unveils plan to hit Israel with tariffs, sanctions amid Gaza war outcry: Politico reports European Commission moves to get tough on Israel — but now it needs member countries on board.

EU will present social media regulation bill in 2026, says official: Nikkei reports new law may include restrictions on underage use.

EU's new approach to lure India away from Russia's orbit: DW reports The EU has proposed better strategic ties with India to pull New Delhi closer to Europe and away from Russia. While a trade deal is currently in focus, the EU also looks to boost defense cooperation.

AI is erupting in India: American firms are piling on users—and sucking up mountains of data. Economist

Saudi Arabia signs ‘strategic mutual defence’ pact with Pakistan: FT reports deal with nuclear-armed power comes a week after Gulf states were deeply rattled by Israeli attack on Hamas leaders in Doha.

Scott Bessent’s chief of staff set to move to IMF: FT reports Dan Katz expected to become second to fund chief Kristalina Georgieva.

The Philippines will keep up support for the country’s fishermen near the Scarborough Shoal, said an official on Sept 17, despite China’s increased efforts to assert control after designating the disputed atoll a national nature reserve.

Taiwan unveiled its first missile to be jointly manufactured with a US company on Sept 17, marking a major step in the fast-growing defence cooperation between Taipei and Washington to counter China’s military threat.

Taiwan chipmakers struggle to curtail tech leaks to China: Nikkei reports industrial espionage investigations up 31% as Beijing bolsters companies at home.

Chinese officials urge firms to shun Nvidia AI chip: WSJ reports the world’s most valuable company was dragged further into the US-China trade war after Beijing’s top cybersecurity regulator urged big tech firms not to buy one of its newest chips. 

China bans tech companies from buying Nvidia’s AI chips: FT reports Beijing steps up efforts to boost semiconductor independence and compete with US.

Trump’s China trip may hinge on Boeing and soybean deals, sources say: ‘Significant progress’ made on plans since Beijing’s invitation to US leader for formal state visit, source says. SCMP

See how China is dominating the global EV market WSJ 

Future EVs must be made in Europe, EU president says: WSJ reports EU President von der Leyen said the EU executive will work toward safeguarding a broad range of industries.

Ontario expected to have the worst economic growth in Canada thanks to Trump’s tariffs, report says: The Toronto Star reports that despite Premier Doug Ford's battle against the tariffs, demand for Ontario exports has declined, as has business investment and hiring.

Surge of imports into Southern California ends: WSJ reports retailers and manufacturers pulled back on orders in August after tariffs spurred a rush of cargo into the ports of Los Angeles and Long Beach in previous months.

ARG: Argentine President Javier Milei’s disapproval rating rose for a third straight month to a new high in September amid bribery allegations involving his sister, while his party’s lead in October’s crucial midterm race narrowed in a new poll.

America loves cocaine again—Mexico’s new drug king cashes in: The Trump administration’s war on fentanyl created an opening for ‘El Señor Mencho’ to smuggle cocaine into the US by the ton. WSJ

Trump adopts war on terror tactics to fight drug cartels: WSJ reports the White House has depicted smugglers as terrorists similar to members of al Qaeda and Islamic State who should be neutralized by military force.

Pentagon lawyers raise concerns over Trump’s strikes on alleged drug boats: WSJ reports defense officials worry about the legal implications for military personnel involved in the operation.

Fed lowers rates by quarter-point, signals more cuts are likely: WSJ reports concerns about a job-market slowdown are overriding jitters about inflation in justifying a pivot towards a shallow sequence of rate reductions.

Surging US power costs defy Donald Trump’s pledge to halve bills: FT reports electricity price inflation sparks political debate ahead of elections.

Rising electricity price? Thank Trump: Bigger bills are a direct result of the One Big Beautiful Bill Act, which cut green-energy subsidies. Rahm Emanuel

A seamlessly unserious president: Damage from Trump’s protectionism mounts domestically as danger abroad rises. George Will

‘Department of War’: The branding our soldiers deserve Micheal Keane

Anti-Trump influencers flood the White House’s new TikTok account: WP reports the rocky rollout of the president’s official presence on the social platform showcases the challenges he faces among younger people online, even as he says he’s nearing a deal to get it sold to US owners.

Inside Trumpworld’s reality distortion field: In the immediate aftermath of Charlie Kirk's killing, Donald Trump's advisors were sure who was to blame. That law enforcement says they were wrong didn't, and doesn't, much seem to matter. Wired

‘They’ didn’t kill Charlie Kirk: It insults his memory to blame political opponents for one man’s heinous act. Karl Rove

Obama condemns ‘horrific’ Kirk shooting, urges country to unite: WP reports former president Barack Obama called the killing of Kirk a tragedy and said the Trump administration was wrong to try and sow division after the shooting.

ABC pulls Jimmy Kimmel off air for Charlie Kirk comments: NYT reports Kimmel faced some criticism for comments he made on Monday about the motives of the man who is accused of killing Charlie Kirk.

The constant battle: The first excerpt from 107 Days. Kamala Harris

Bernie Sanders becomes first US senator to say Israel committing genocide in Gaza: Guardian reports the Vermont senator had taken flak for avoiding term as UN panel says Israel’s conduct meets criteria for genocide.

In ‘Dead Center,’ Joe Manchin says he’s been right all along: In a new memoir, the former Democratic senator from West Virginia defends his centrist politics, portraying himself as a high-minded public servant with unshakable convictions. NYT

GA-GOV: Republican Secretary of State Brad Raffensperger, who defied President Donald Trump’s calls to help overturn the 2020 presidential election results in his state, on Wednesday announced he’ll run for governor of Georgia in 2026.

Senators weigh regulating AI chatbots to protect kids: WP reports parents told a Senate Judiciary subcommittee that chatbots had harmed their teens, even contributing to deaths by suicide.

The looming crackdown on AI companionship: The risks posed when kids form bonds with chatbots have turned AI safety from an abstract worry into a political flashpoint. What happens now? James O'Donnell

How to legislate for AI in an age of uncertainty: We need laws that only kick in once we know the impact of the technology. Martin Skladany

AI is making online dating even worse: What happens when users are inundated with machine-generated profiles and pickup lines? Anna Louie Sussman

AI firm DeepSeek writes less-secure code for groups China disfavors: Research by a US security firm points to the country’s leading player in AI providing higher-quality results for some purposes than others. WP

Google DeepMind claims ‘historic’ AI breakthrough in problem solving: Version of company’s Gemini 2.5 AI model solved complex real-world problem that stumped human programmers. Guardian

DeepMind and OpenAI achieve gold at ‘coding Olympics’ in AI milestone: FT reports artificial intelligence labs attain top grade in prestigious programming contest. 

AI agents are getting ready to handle your whole financial life: Artificial intelligence promises to reshape Wall Street—and individual investors—like few other tech changes in its history. WSJ

AI is turning traditional corporate org charts upside down: Teams are getting leaner and flatter, while leaders at the top are overseeing more than ever before. Everyone, everywhere is restructuring. Welcome to the AI age. WSJ

The Japanese business philosophy fueling Microsoft’s AI transformation: Microsoft COO Carolina Dybeck Happe said the principle of kaizen is key to how she’s approaching AI transformation inside the organization. WSJ

Apple explores possible test production of foldable iPhones in Taiwan: Nikkei reports the tech giant eyes new form factor to help boost total shipments by 10% in 2026.

StubHub raised $800 million in its IPO after pricing its shares at $23.50, in the middle of its expected range.

Death & Co. made cocktails cool. Now they’re coming for boutique hotels: Great bars have long been a luxury hotel amenity. For new hospitality brand Midnight Auteur, they’re the entire point. Bloomberg

United Airlines CEO Scott Kirby is trying to lure back customers with a promise: The long-troubled Newark Liberty International Airport will soon be the most dependable New York City-area airport.

‘Rocket Dreams’ recounts the highs and lows of the billionaire space race: Christian Davenport’s second book is a thorough accounting of the growing friction between Jeff Bezos and Elon Musk. WP

Robert Redford’s greatest roles, from ‘Sundance Kid’ to ‘All the President’s Men’: Plus directorial efforts such as “Quiz Show” and “A River Runs Through It.” WP

What the Odeon’s maître d’ wants you to know before you walk through the door: For more than two decades, Roya Shanks has been the quiet force behind the widely recognizable dining room—balancing family meals, fashion crowds, and the theater of hospitality with style all her own. Cultured

A cappuccino war breaks out in Berlin: In the German capital, a coffee chain is booming on the promise of affordable prices. The success is generating as much enthusiasm as hostility, with some seeing it as the work of destructive 'turbo-capitalism.' Le Monde

AFP: Louboutin taps Jaden Smith to lead well-heeled shoemaker's men's line

DC’s $3.7 billion Commanders stadium deal gets final council approval:
WP reports the Commanders stadium project will transform a largely vacant and blighted swath of DC and return the team to the city its owners have described as its “spiritual home.”

Tom Brady is doing too much: The former star quarterback is a television announcer, and he’s also a partial team owner. He shouldn’t be allowed to be both. Barry Svrluga

Testing the latest surf watches on the biggest breakers on earth: Peter Howarth tests his stamina — and an ocean-going Tudor watch — with pros who ride the biggest waves on the planet. The Times

How NIL money changes the game for German basketball: Germany's national basketball teams are enjoying a golden era, but are there concerns domestically that NIL money from US colleges might impact future generations. DW

Enjoy the ride + plan accordingly. 

-Marc 

Marc A. Ross | Chief Communications Strategist @ Caracal 

Send me A11 by email.

A11. | September 17

A11.

September 17, 2025


***  Ross Rant ***

The Keynes-Hayek paradox: Why a camel driver and a CEO share the same economic DNA

I took this photograph in 2008 in rural India—a man guiding his camel through a marketplace, laden with produce which I believe was destined for local vendors. The image has stayed with me for years, not for its exotic appeal, but for what it represents about our interconnected yet paradoxical world. This farmer and I inhabit the same planet, participate in the same global economy, and live under the same pressures of supply and demand. Yet our methods of moving goods to market could hardly be more different. While I navigate web-based technologies and have access to e-commerce in a climate-controlled office, he relies on a beast of burden his ancestors might have used a thousand years ago.

This stark contrast illuminates a fundamental question that has shaped international economics and American foreign policy for over a century: Why do nations organize their economies so differently? Why does China's government direct massive state-owned enterprises while Silicon Valley entrepreneurs launch companies from garages? Why do European governments maintain extensive social safety nets while Americans celebrate individual self-reliance? How do these different approaches to economic organization affect global trade, international relations, and America's role in the world?

The answers lie not in abstract economic theory, but in a very human story—an intellectual battle between two brilliant economists whose ideas were forged in the crucible of global war, economic collapse, and social upheaval. John Maynard Keynes and Friedrich Hayek, working literally side by side during World War II blackouts in Cambridge, developed fundamentally opposing visions of how modern economies should function. Their debate, intensely personal yet profoundly philosophical, would reshape not just economic policy but the entire architecture of international relations.

Keynes, the celebrity intellectual with artistic connections and media savvy, argued that government intervention could smooth capitalism's destructive boom-and-bust cycles. His ideas promised democratic leaders a middle path between laissez-faire capitalism and communist central planning—a way to "do something" about economic crises without abandoning democratic principles. Hayek, the Austrian exile who had witnessed firsthand the collapse of empires and the rise of totalitarianism, warned that government intervention in markets would inevitably lead down a "road to serfdom." For him, free markets weren't just efficient—they were essential to human freedom.

This wasn't merely an academic dispute. The stakes were enormous: which economic philosophy would guide the reconstruction of a war-torn world? How would the emerging American superpower organize global trade and finance? What role would a government play in managing industrial economies? The answers would determine whether the twentieth century belonged to capitalism or communism, to American leadership or Soviet dominance, to individual liberty or collective planning.

The intellectual battle between Keynes and Hayek ultimately shaped the Bretton Woods system, the Marshall Plan, NATO, and every major institution of the post-war international order. Even boardrooms of the greatest, world-class multinational corporations cannot escape this intellectual battle. More importantly, their competing visions continue to influence how American policymakers understand globalization, trade policy, and economic competition with China. When US President Biden announces massive infrastructure investments, he's channeling Keynesian logic. When US President Trump makes a ten percent investment stake in Intel, he's channeling Keynesian logic. When critics warn about industrial policy distorting markets, they're echoing Hayekian concerns. When the US Treasury Secretary travels to Beijing to discuss economic cooperation, they are navigating the same fundamental tension between state-directed and market-driven approaches to development.

Understanding this historical context isn't merely academic—it's essential for anyone seeking to comprehend modern globalization and America's evolving foreign policy. The intellectual framework established in the 1940s continues to shape our understanding of economic sovereignty, international cooperation, and the relationship between prosperity and security. The camel driver in rural India and the Silicon Valley entrepreneur operate in an economic system whose basic architecture was designed by thinkers responding to crises that predated both of their births.

-Marc

+ This text is from the opening chapter of the book I am authoring, entitled Globalization and American Politics: How International Economics Redefined American Foreign Policy and Domestic Politics.

***  A11. ***

Trump arrives in UK for his second state visit: The Times reports President landed at Stansted airport at the start of a trip that is likely to involve trade deal talks and investment announcements.

UK hopes pomp and ceremony of Trump’s state visit will distract from tricky questions: Jeffrey Epstein affair will hang heavily over trip after Sir Keir Starmer sacked Lord Peter Mandelson. FT

+ Trump left one Epstein nightmare at home but is heading towards another.

Windsor poised for global spotlight with Trump state visit: AFP reports the historic town of Windsor braced Tuesday for a return to the global spotlight, as its world-famous castle prepared to host Donald Trump amid pomp, protests, support, and mammoth security.

Trump and the limits to British flattery: Keir Starmer might be tempted to hymn ‘shared values’, but such talk rings increasingly hollow. Edward Luce

King Charles III has mellowed over the past 30 years: Blandness is a feature of the British crown, not a bug. Economist

Kyiv presses allies for Russia's defeat as diplomacy with Moscow falters: Le Monde reports Volodymyr Zelensky denounced 'an obvious expansion of the war by Russia' after Russian drones flew over NATO countries.

Make Putin fear you: Ukraine says it's time Trump took a 'clear position' on Russia: NBC News reports: “All that’s lacking now is a strong sanctions package from the US,” Volodymyr Zelenskyy said in an interview, urging Washington to impose promised punishment on the Kremlin.

CNN: NATO launches ‘Eastern Sentry’ operation in response to Russian drone incursions

Cold war deterrence doesn’t work any more:
Why the West is finding it so hard to deter China and Russia. Economist

Israel launches new ground offensive seeking to force end to Gaza War: WSJ reports the expanding operation comes as a UN commission concluded in a new report that Israel is committing genocide against Palestinians in Gaza.

Israeli military begins ground invasion of Gaza City: WP reports Palestinians in Gaza City reported a night of heavy bombardment. A UN commission said Israel was committing genocide in Gaza; Israel rejected it as “falsehoods.”

A futile push in Gaza will deepen Israel’s isolation: Israel’s leaders fear American support for their war is about to run out. Economist

WP: UN commission finds that Israel committed genocide in Gaza

The Bayeux Tapestry, a barometer of Franco-British relations:
France's decision to lend the nearly 1,000-year-old tapestry to the United Kingdom represents part of the long and tumultuous relationship between the two countries; Brexit supporters had even turned the tapestry into a symbol of national humiliation. Le Monde

Industrial strategy needs more than ‘superstars’: The bulk of UK jobs are in the everyday economy, not internationally competitive clusters. Andy Haldane

EU and Indonesia agree trade deal: Brussels and Jakarta to sign pact next week as they seek to reduce reliance on US. FT

IEA says more oil and gas investment may be needed: AFP reports new oil and gas projects may be necessary to maintain current production levels, the IEA said Tuesday, as it is in a public feud with the Trump administration over its forecasts for lower demand.

Despite presidential animus, America’s solar industry is buzzing: And investment is on the rise. Economist

US in talks to fund multibillion-dollar mining initiative for critical minerals: FT reports investments would finance projects to extract materials crucial for defence and high-tech manufacturing.

Trump delays TikTok ban again: NYT reports it was the fourth time President Trump extended the deadline for TikTok to find a new owner or face a ban in the United States. This time, officials have said they are nearing a deal to address concerns about the app.

US and China reach deal to keep TikTok operating in US, Trump says: Nikkei reports White House extends deadline for divestment to Dec. 16.

Beijing says TikTok’s US app will use Chinese algorithm: FT reports Donald Trump extends deadline to shut down social media platform as he promises a deal with China.

US investors, Trump close in on TikTok deal with China: WSJ reports Oracle, Silver Lake, and Andreessen Horowitz are part of a consortium that would control an 80% stake.

Brazil’s ex-president plans to wield political power from prison: America calls Jair Bolsonaro’s conviction a “witch hunt.” Economist

AP: US designates Colombia as failing to cooperate in the drug war for first time in nearly 30 years

Colombia halts US arms purchases in row over drug fight delisting:
AFP reports Colombia on Tuesday halted arms purchases from the United States, its biggest military partner, after Washington decertified the South American country as an anti-drugs ally for failing to halt cocaine trafficking.

Bloomberg: Trump says US military hit third drug boat from Venezuela

Trump brings the war on terrorism to the Caribbean:
The military blows up another Venezuelan boat without congressional authorization. WP-Editorial

The US is preparing for war with Venezuela: Who cares if it achieves anything. Donald Trump’s policy on Latin America isn’t bothered by either consistency or the lessons of history. Daniel DePetris

JD Vance vows retribution on liberal institutions after Charlie Kirk killing: WP reports Trump also denounced groups on the left and renewed his talk of prosecutions of unnamed organizations that he says fund violent protests.

Bondi prompts broad backlash after saying she’ll target ‘hate speech’: NYT reports the attorney general also said she could investigate businesses that refused to print Charlie Kirk vigil posters as the Trump administration pushes to punish anyone who celebrated his killing.

Pam Bondi is clueless about the First Amendment Ed Kilgore

Sotomayor rebukes calls to ‘criminalize free speech’ in apparent swipe at Pam Bondi: Politico reports the justice, in public remarks, didn’t name the attorney general, who has come under fire for comments to target people over “hate speech.”

Senator Ted Cruz (R-TX) says First Amendment ‘absolutely protects hate speech’ in wake of Charlie Kirk killing: Politico reports: “You cannot be prosecuted for speech, even if it is evil and bigoted and wrong,” he says.

Carr splits from the GOP's social media crackdown after Kirk killing: Politico reports amid anger over Charlie Kirk posts, a key Trump ally said the First Amendment protects online speech.

Trump files $15 billion lawsuit against New York Times: WSJ reports the suit accuses the paper of interference in the 2024 presidential election and of “spreading false and defamatory content” about Trump.

The president is putting America’s armed forces in a bind: Turning soldiers into cops was once a last resort. How far might he go? Economist

Trump says Republicans will host a midterm convention next year: The event could be an opportunity to energize the party, which will be playing defense as it seeks to retain control of Congress. NYT

Trump’s approval hits new low: A new Economist/YouGov poll finds President Trump’s approval rating is now 17 percentage points underwater, 39% to 56%, a new low.

Tim Walz to run for a 3rd term in Minnesota: Politico reports Walz’s 2026 campaign will see him try to become the state’s longest-serving governor, after fanning speculations that he’d seek a presidential bid in 2028.

DEM-2028: Kentucky Gov. Andy Beshear (D) will visit the Granite State on October 7, holding multiple events to help Democrats at the municipal and state levels, WMUR reports.

European textile industry urges EU to take action against Chinese platforms like Shein: Le Monde reports that, in a joint statement, around 20 industry federations have called on the European Union to take immediate action to curb the rise of low-cost online sales platforms.

A tariff lesson for coffee drinkers: A case study in how border taxes raise the daily cost of living. WSJ-Editorial

14 smaller WTO members, including Singapore, tie up to support open and fair trade: Straits Times reports that 14 small and medium-sized members of the World Trade Organisation (WTO), including Singapore, established a partnership on Sept 16 to boost their trading links, amid strains on the rules-based trading system. The other members of the Future of Investment and Trade (FIT) Partnership, which was launched during a virtual ministerial meeting, are Brunei, Chile, Costa Rica, Iceland, Liechtenstein, Morocco, New Zealand, Norway, Panama, Rwanda, Switzerland, the United Arab Emirates (UAE), and Uruguay.

US auto tariffs push Mitsubishi, Mazda toward Latin America: Nikkei reports duties in No. 2 auto market still high for Japan carmakers even after cut to 15%.

VinFast bets on 'Vietnam playbook' to crack India and other Asian markets: EV maker deploys three-pronged strategy closer to home after US setback. Nikkei

Parents slam OpenAI, CharacterAI over safety in Senate hearing: Bloomberg reports OpenAI and other leading artificial intelligence companies, including Alphabet’s Google and Meta Platforms, have come under fire in recent months over their chatbots’ risks to young users. The Federal Trade Commission last week launched an investigation into those companies, as well as Elon Musk’s xAI, Snap, and Character Technologies, over potential harms their chatbots pose to children.

What exactly are AI companies trying to build? Here’s a guide. Amazon, Microsoft, Google, Meta, and OpenAI plan to spend at least $325 billion by the end of the year in pursuit of AI. We explain why they’re doing it. NYT

What has ChatGPT become? Less synthetic brain, more replacement for the whole internet. John Herrman

The AI-scraping free-for-all is coming to an end: The web would like to make a deal. John Herrman

Hollywood giants sue Chinese AI firm over copyright infringement: AFP reports top Hollywood studios filed a federal lawsuit Monday against Chinese artificial intelligence company MiniMax, alleging massive copyright infringement.

Disney, Universal, and Warner launch copyright lawsuit against Chinese AI company: FT reports Disney, Universal, and Warner Bros Discovery claim MiniMax engaged in ‘wilful and brazen’ violations.

YouTube on Tuesday boosted artificial intelligence tools for creators, saying it has paid out more than $100 billion to content-makers in the past four years.

Switzerland’s US tech ‘whale’: Swiss National Bank has more than $42bn invested in Apple, Microsoft, Amazon, Nvidia, and Meta. FT

The ‘ghost particle’ machine rewriting our understanding of the universe: At a futuristic underground observatory in China, particle physicists hope that by studying neutrinos, they can unlock the greatest secrets of science. The Times

WP: Robert Redford, movie star and Sundance founder, dies at 89

Digital dopamine is consuming America.
It’s time to fight for IRL. Jake Auchincloss

Why YouTube Premium beats the BBC Rory Sutherland

Camille Cottin on comedy, the red carpet and Call My Agent! the movie: The French actor has always made clowning look cool. FT

Sabrina Carpenter, Justin Bieber, Karol G to headline Coachella: AFP reports American singer-songwriter Sabrina Carpenter, Canadian pop star Justin Bieber, and Colombian reggaeton artist Karol G will headline the prestigious Coachella festival in 2026, organizers said Tuesday.

SFC: Oakland Ballers’ manager let AI take his job. A bold call, some glitches and a win followed

Welcome to the Luka Doncic revenge tour:
After an unexpected trade to the LA Lakers followed by sniping about his fitness level, the NBA star is ready to answer his doubters—both off and on the court. WSJ

The Raiders lean on Tom Brady’s insight. Other NFL teams don’t love that. Brady’s seat in the Las Vegas coaches’ booth Monday night inflamed angst over his dual role as Fox broadcaster and Raiders minority owner. WP

IndyCar reveals 17-race 2026 season with March opening: AFP reports IndyCar unveiled its 17-race schedule for the 2026 season on Tuesday with three new events, a record four races in March, and the 110th Indianapolis 500 on May 24.

Masters deal with Amazon Prime boosts US TV coverage hours: AFP reports a new deal between Augusta National and Amazon Prime Video will boost US television coverage of the Masters by four hours starting next year, club chairman Fred Riley announced Tuesday.

Enjoy the ride + plan accordingly. 

-Marc 

Marc A. Ross | Chief Communications Strategist @ Caracal 

Send me A11 by email.

A11. | September 16

A week that shook the old order: Most Western leaders are flailing while foreign foes capitalize on their opportunity. Walter Russell Mead

How Ukraine and Gaza scrambled the ideological map: The two wars have divided the West — and not along the old left-right lines. Gideon Rachman

Xi, Putin, Kim, and the optics of a new world order: Alliance of global autocrats has been accelerated by Donald Trump’s use of political and economic pressure against friends and foes alike. Guardian

China’s snub of US soybeans is a crisis for American farmers: Since President Trump imposed tariffs on Chinese goods in February, Beijing has retaliated by halting all purchases of American soybeans. NYT

Reuters: US, China reach framework deal on TikTok; Trump and Xi to speak on Friday

Trump administration says it’s reached ‘framework’ deal to keep TikTok running in US:
Politico reports Treasury Secretary Scott Bessent said the US and China agreed to a framework to allow TikTok to continue operating in the US after Congress banned it last year.

Why is TikTok dangerous? Consider this scenario. The White House is weighing another reprieve. Every day the app continues operating is a threat. Carrie Filipetti

Bessent’s China talks point to a familiar pattern Shawn Donnan

China ruled that Nvidia violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive trade negotiations. The US chipmaker was found in violation of antitrust regulations after the acquisition of networking gear maker Mellanox Technologies, the State Administration for Market Regulation said after concluding a preliminary investigation.

India’s push for EU trade deal hit by basmati rice dispute: Brussels plays for time as New Delhi and neighbouring Pakistan press competing claims to grain’s protected status. FT

India and the United States will hold trade talks on September 16, New Delhi said, raising hopes for a breakthrough weeks after President Donald Trump imposed punitive tariffs on the South Asian nation for buying Russian oil.

Indonesia announced a new economic stimulus package worth 16.23 trillion rupiah (approximately S$1.27 billion), including food assistance and an infrastructure building program that could provide temporary work for more than 600,000 people.

The Gen Z revolution spreading in Asia: Nepal is just the most recent country to have seen the ruling elite toppled by frustrated young people. FT

Qatar owns 20% of property on Paris' Champs-Elysées: By reviewing land registry records, Le Monde determined that the small Gulf monarchy owns one-fifth of the facades on Paris's prestigious avenue.

Africa holds 30% of the world’s reserves of critical minerals – an essential component of advanced and green technologies. However, producers in these regions exert little control over the global market for these resources and the wealth they generate. To change that, the 54-nation African Union has announced a coalition of producers to coordinate strategies for production and investment.

Mike Pompeo calls on US to move faster on critical minerals: FT reports former secretary of state expects America’s ‘deregulatory mindset’ to attract mining listings.

UK and US pledge to boost financial ties ahead of Trump state visit: Sir Keir Starmer to explore closer alignment of capital markets during US president’s three-day trip. FT

What Britain needs from Donald Trump: Keir Starmer will be keen to shout about tech and nuclear deals during Donald Trump’s UK state visit — but Ukraine, steel and other issues remain thorny. Politico

Now is a good time to state the lessons from America: The US and UK share many essential values, yet we confound each other in forgetting some of our greatest attributes. William Hague

Trump’s state visit must be more than ceremonious: Only a US-UK bargain, forged during this trip, can safeguard Western leadership through tomorrow. Liam Byrne

Keir Starmer must use the state visit to defend our creators from AI: Tech giants’ revenues rival small nations, yet they give little in return.Owen Meredith

Channel 4 to mark Trump’s UK visit with “longest uninterrupted reel of untruths ever broadcast on television”: THR reports, 'Trump v the Truth' will run for several hours on Sept. 17 and is set to be punctuated by "brief text-based fact-checks."

Donald Trump is unpopular in Britain. Trumpism is thriving: America’s president is paying a state visit to a land where there are growing calls to Make England Great Again. Economist

Trump to go easy on embattled Starmer during state visit: US president understands the Prime Minister is ‘on the ropes’ as controversy over Mandelson intensifies. Telegraph

Pressure mounts on Keir Starmer over Peter Mandelson scandal: The prime minister has acknowledged he knew about emails between his ambassador and Jeffrey Epstein before he defended the peer at PMQs. The Times

Is a Labour leadership challenge a realistic prospect? Sir Keir Starmer’s authority is fading markedly after yet another scandal, but an alternative candidate, such as Andy Burnham, could struggle to force a contest. The Times

Tories ‘face more defections’ after Danny Kruger MP joins Reform: The Times reports Nigel Farage, the Reform leader, hints at further switches and says the MP for East Wiltshire will head the party’s preparations for government.

Is British politics broken? Its centre is cracking: The two traditional parties of government are under siege as never before. Economist

Is Moscow declaring war on NATO? AFP reports the Kremlin proclaimed on Monday that NATO is already at war with Russia, arguing that the alliance's firm and unwavering support for Ukraine leaves no need for further evidence. This statement is likely to heighten concerns among NATO members, especially after recent Russian drone incursions into Polish and Romanian airspace. While Moscow has denied that these incidents were intentional, NATO allies are speculating about Russia's motives, with many believing Russia is testing NATO’s readiness—and possibly the US’s commitment to European security.

Europe stumped by Trump demands over Russia sanctions: AFP reports Trump has demanded that allies stop buying Russian oil before he moves on to punishing Moscow, and told them to hit China with tariffs.

Kyiv presses allies for Russia's defeat as diplomacy with Moscow falters: Le Monde reports Volodymyr Zelensky denounced 'an obvious expansion of the war by Russia' after Russian drones flew over NATO countries.

Ukraine’s most lethal soldiers: From the front lines in Kherson, with a unit that kills Russians for points. Ken Harbaugh

Spain cancels €700 million Israeli arms deal: Le Monde reports the decision follows Prime Minister Pedro Sanchez's pledge to enshrine in law a ban on arms trade with Israel over its offensive in Gaza. On Monday, he also urged Israel's exclusion from international sport.

43: The median age in Europe is ten years higher than the global average.
 
Reuters: Canada announces new federal agency to build affordable housing

Reuters: Trump says US struck another alleged Venezuelan drug vessel, killing three

Maduro calls US attack on boat ‘a heinous crime,’ as Trump announces another:
NYT reports the Venezuelan leader, Nicolás Maduro, claimed that the Trump administration was trying to start a war in the Caribbean.

US companies put brakes on hiring after Donald Trump’s tariffs hit: FT reports industries most exposed to rising costs caused by trade wars launch a wave of job cuts.

CNBC: Trump tariffs are fueling inflation, congressional budget chief says

Whirlpool tells US authorities its rivals could be evading tariffs:
WSJ reports citing federal data, the company says the declared customs value of numerous appliances from overseas started to plummet in June.

Texas restaurants pay price for ICE raids as scared customers stay home: AFP reports Trump’s crackdown on immigrants without papers intensifies, restaurant owners in Texas say the frequent raids by ICE are taking a significant toll on business, with most workers and customers staying home for fear of being targeted. Nearly a quarter have said they lost employees because of the raids, while 16 percent have seen a drop in customers, according to the Texas Restaurant Association.

Why Trump regrets ICE’s raid on a Hyundai plant in Georgia Ed Kilgore

The ICE raid at Hyundai was a massive own goal: Georgia spent years wooing the foreign carmaker. Economist

South Korean minister says US admits Georgia plant raid was 'excessive': Le Monde reports Trade Minister Yeo Han-koo made the remarks to reporters on Monday as he arrived in Washington for talks with US counterparts on finalizing a bilateral deal. Seoul said it would review whether any human rights violations were committed in the massive immigration raid on a Hyundai-LG battery plant in Georgia.

South Korea probes human rights abuses after US raid detains hundreds of its workers: Le Monde reports Seoul said Monday it is investigating possible rights violations after around 475 workers, mostly South Koreans, were arrested in a massive immigration raid at a Hyundai-LG battery plant in the state of Georgia.

‘It was me’: Suspect in Charlie Kirk shooting appeared to confess in Discord chat: ' I'm sorry for all of this,’ read a message from the suspect’s account, according to two people familiar with the message and screenshots obtained by The Post.

Charlie Kirk helped Republicans break through to young people: WSJ reports it was nearly impossible for college students to open social media without being served a video of Kirk.

CBS News: JD Vance hosting "The Charlie Kirk Show" today after Kirk's assassination

Fox: VP Vance hosts 'The Charlie Kirk Show' as memorial for conservative icon nears

White House plans broad crackdown on liberal groups:
NYT reports some of the highest-ranking officials in the federal government used Charlie Kirk’s podcast, guest-hosted by Vice President JD Vance, to lay out their plans.

+ White House senior adviser Stephen Miller pledged to use “every resource” across the federal government to combat what he called a “vast domestic terror movement” on the left, which he said is pushed by NGOs.

+ Rep. Chip Roy (R-TX) is leading a group of lawmakers calling for a select committee to investigate “the money, influence, and power behind the radical left’s assault on America and the rule of law” after Kirk’s death. 

+ Rep. Nancy Mace (R-SC) penned a letter to the Education Department asking to end federal funding to public schools that don’t fire teachers who voice criticism of Kirk.


AP: Trump says people on the left ‘under major investigation’ after Charlie Kirk investigation

Jeffrey Epstein estate turns over more documents to House committee:
NBC News reports the newly turned-over documents include an additional name from the convicted sex offender's birthday book and his address book.

Anatomy of two giant deals: The UAE got chips. The Trump team got crypto riches. A lucrative transaction involving the Trump family’s cryptocurrency firm and an agreement giving the Emiratis access to AI chips were connected in ways that have not been previously reported. NYT

Presidents’ names are getting shorter. Why? We’ve gone from Roosevelts and Eisenhowers to Bushes, Obamas, and Trumps. What gives? WP

Sherrod Brown’s old-school medicine could help an ailing Democratic Party: Sherrod Brown tries to revive Democrats’ blue-collar appeal in Ohio’s Senate race. Justin H. Vassallo

Trump loves AI, and the MAGA world is getting worried: Trump's White House is all-in on building powerful American artificial intelligence. The populist base is starting to push back. Politico

A California AI law passes the legislature: On Thursday, the California state legislature passed a first-of-its-kind bill. It would require AI companies to include reminders for users they know to be minors that responses are AI-generated. Companies would also need to have a protocol for addressing suicide and self-harm and provide annual reports on instances of suicidal ideation in users’ conversations with their chatbots. Democratic state senator Steve Padilla led it, passed with heavy bipartisan support, and now awaits Governor Gavin Newsom’s signature. 

The myth of sovereign AI: Countries rely on US and Chinese tech: As countries pursue self-sufficiency in AI, they risk depending on foreign companies, undermining their independence and their goals. ROW

The city leading China’s charge to pull ahead in AI: Money, talent, and entrepreneurial spirit have turned DeepSeek’s hometown into a global AI hub. WSJ

+ These days, Hangzhou is an AI hub at the center of China’s global tech ambitions. Its breakthrough moment came earlier this year, when local company DeepSeek shocked the world with an AI model that rivaled American programs, at a much lower cost.

Here’s what the data says people ask ChatGPT: OpenAI released the first detailed public study on who uses its chatbot and what they most often ask it to do. WP

Anthropic finds businesses are mainly using AI to automate work: Bloomberg reports businesses are overwhelmingly relying on Anthropic’s artificial intelligence software to automate rather than collaborate on work, according to a new report from the OpenAI rival, adding to the risk that AI will upend livelihoods. More than three-quarters (77%) of companies’ usage of Anthropic’s Claude AI software involved automation patterns, often including “full task delegation,” according to a research report the startup released on Monday. The finding was based on an analysis of traffic from Anthropic’s application programming interface, which is used by developers and businesses.

Anthropic Economic Index: Tracking AI's role in the US and global economy Website

Shipping industry enlists AI to tackle rising number of cargo fires: Failure to declare dangerous goods and ever bigger ships mean fires are more common and harder to put out. FT

How a former junior lawyer created a $5bn AI legal start-up: FT reports Winston Weinberg’s company is making lawyers ‘a lot more productive’, but critics say it offers little more than ChatGPT.

FT: Alphabet market value exceeds $3tn

The brutal fight to dominate Chinese carmaking:
Pity Ford, VW, and other Western manufacturers. Economist

Used EV sales take off as prices plummet: NYT reports electric vehicles on the used market often cost less than comparable gasoline models, making the technology affordable to many more buyers.

A self-driving car traffic jam is coming for US cities: A century ago, cars remade America. Autonomous vehicles could do it again. Vox

Detroit Free Press: Ford Motor Company to say goodbye to 'Glass House' in Dearborn, move world headquarters

+ Ford will move to a new innovation hub and dedicate it as its new world headquarters in November.

How to build table-top fusion reactors: An American startup is revisiting a 60-year-old idea. Economist

Hackers steal customer data from Gucci and Alexander McQueen: The Times reports Balenciaga and Brioni were also the victims of a cyberattack by the ShinyHunters gang on Kering, the fashion brands’ owner.

‘Adolescence’ leads Emmys with 8 wins as ‘The Studio’ claims comedy crown: AFP reports searing teen murder saga “Adolescence” swept Sunday’s Emmy Awards with eight trophies including best limited series, while HBO Max’s “The Pitt” won best drama. Seth Rogen’s Hollywood satire “The Studio” dominated comedy, taking best series and a record 13 Emmys overall, surpassing all previous comedy series tallies.

Theatre Picasso is the most thrilling show at Tate Modern in years: The artist was attracted to theatre by its glamour and sexual possibilities— this riveting exhibition is a five-star tribute that should be kept on display for ever. The Times

Sotheby’s lands a Leonard Lauder art collection worth more than $400 million: The collector’s trove of 55 works, including Klimt, Matisse, and Munch, will be auctioned in November. NYT

Football is coming to Saudi Arabia, where soccer is king: Saudi Arabia will host a flag football tournament featuring NFL stars in the spring, in a mutually beneficial sports expansion. NYT

Enjoy the ride + plan accordingly. 

-Marc 

Marc A. Ross | Chief Communications Strategist @ Caracal 

Send me A11 by email.