Keen On America

Whoosh! That Really Was a Week in Tech: Winner-Take-All AI and the $1 Trillion Selloff

"I didn't use my own software this week because the OpenAI agents were better. And that's me retiring my own software." — Keith TeareSomething broke this week. Both Anthropic and OpenAI launched multi-agent systems—"agent swarms"—that don't just assist with tasks but replace custom-built software entirely. The market noticed: Adobe, Salesforce, Workday, and other legacy SaaS companies saw their stocks collapse in what some are calling a trillion-dollar selloff. Keith Teare joins Andrew Keen on Super Bowl weekend to unpack what may be the most consequential week in AI since ChatGPT launched.The conversation ranges from the Anthropic-OpenAI advertising spat (Dario Amodei's Super Bowl ad vs. Sam Altman's "online tantrum") to the deeper structural shifts: Microsoft and Amazon becoming utilities, Google betting $185 billion on an AI-first pivot, and Elon Musk merging SpaceX with xAI to put data centers in space. Along the way, Teare and Keen debate whether the AI race is a myth or a wacky race, whether venture capital is in crisis, and what happens to human labor when agents do the work.About the GuestKeith Teare is a British-American entrepreneur, investor, and technology analyst. He co-founded RealNames Corporation, a pioneering internet company, and later served as Executive Chairman of TechCrunch. He is the founder of That Was The Week and SignalRank, and publishes a widely-read weekly newsletter on technology, venture capital, and the business of innovation. He brings four decades of experience in Silicon Valley to his analysis of the AI revolution.Chapters:00:00 Super Bowl and the Anthropic ad The spat between Dario Amodei and Sam Altman01:09 "Fundamentally dishonest" Keith's take on the ad war and who's really Dick Dastardly05:47 Anthropic's breakout week Claude Opus 4.6 and the agent swarm launch06:48 OpenAI Codex Multiple agents collaborating on tasks in 10-15 minutes07:42 "It replaces software" Keith retires his own custom-built tools08:16 The trillion-dollar selloff Adobe, Salesforce, Workday, PayPal collapse11:02 Infrastructure vs. innovation Microsoft and Amazon become "utilities"11:45 Google's $185 billion bet Pivoting from hybrid to AI-first13:15 The SpaceX/xAI merger Musk's plan for space-based data centers15:18 The AI wacky race Kimi, OpenAI, Anthropic leapfrog Google17:03 Does AI make us smarter? Leverage tools, not intelligence18:53 AI growing up, CEOs not The adolescence of the industry21:06 US job openings hit five-year low The coming labor crisis22:44 The VC crisis Five funds sucking the air out of the room25:04 Palantir and Anduril The winners in defense AI25:42 Facebook as laggard Huge revenues, no AI momentum26:41 The Washington Post crisis "Boogeyman journalism" and partisan media29:23 Ads in AI Paid links vs. enshittification31:26 Spotify's innovation Physical book + audiobook bundle32:32 Startup of the week Cursor for CRM, $20M from Sequoia33:45 Om Malik on the end of software distribution From CDs to app stores to self-made35:41 Super Bowl prediction Seattle vs. New England36:02 Closing "That really was the week in tech"Links & ReferencesMentioned in this episode:That Was The Week newsletter by Keith TeareAnthropic's Super Bowl ad and ad-free pledge (CNBC)Sam Altman's response to Anthropic ads (TechCrunch)SpaceX acquires xAI in $1.25 trillion merger (CNBC)The Washington Post layoffs and crisis (Poynter)Om Malik on the evolution of software distributionOpenAI Codex app launch (OpenAI)About Keen On America Nobody asks more impertinent questions than the Anglo-American writer, filmmaker and SiliconValley entrepreneur Andrew Keen. In Keen On America , Andrew brings his sharp Transatlanticwit to the forces reshaping the United States — hosting daily interviews with leading thinkersand writers about American history, politics, technology, culture, and business. With nearly2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the mostprolific intellectual interview show in the history of podcasting.Website | Substack | YouTube

Catching More Than Passes From Bobby: Stephen Schlesinger on what RFK Can Still Teach America

What kind of leadership can hold a fractured democracy together?About the GuestStephen Schlesinger is an American historian, author, and foreign policy analyst. The son of Arthur Schlesinger Jr.—Pulitzer Prize–winning historian and special assistant to President John F. Kennedy—and grandson of Arthur Schlesinger Sr., he grew up at the centre of one of America's most distinguished intellectual families. Schlesinger is the author of Act of Creation: The Founding of the United Nations, and has written widely on American foreign policy and international institutions. He knew both John and Robert Kennedy personally, and brings a rare insider perspective to the history of American liberalism.About This Episode"He went around the table asking us, 'Do you still believe in God?' — this was 1967, he was already being considered for the presidency. Why would a man of this intensity and ambition be talking about these issues?" - Stephen Schlesinger After two days exploring the surveillance state and the ethics of unmasking—with Andrew Guthrie Ferguson on how your data will be used against you and Christopher Mathias on the fight to expose the radical right—Andrew Keen steps back to ask a larger question: What kind of leadership can hold a fractured democracy together?Stephen Schlesinger joins the show from the Upper West Side of New York to offer a historian's perspective—and a personal one. From his father's role in Camelot to his own memories of playing touch football with Bobby Kennedy at Hickory Hill, Schlesinger reflects on what made the Kennedy brothers effective leaders in a divided country, and what lessons their example holds for progressives today. The conversation moves from the founding of the republic (one-third pro-British) through the Civil War to the present fracture, and asks whether elections remain democracy's "great solver"—or whether something has fundamentally changed.Chapters:00:00 Introduction On the road in New York, beside Columbia University01:10 What Has Happened to America? Schlesinger’s 250-year view of national fracture03:40 The One-Third Fracture Why a leader with minority support cannot impose ideology on 330 million05:15 Elections as the Great Solver Except for the Civil War, the ballot box has resolved every American crisis07:30 An Intellectual Aristocracy Harvard, the Schlesinger legacy, and the view from inside the American elite10:45 The Romance of Camelot Meeting JFK, the magnetism of youth, and the television presidency14:20 Bobby’s Vulnerability The dinner where RFK asked, “Do you still believe in God?”17:45 Touch Football at Hickory Hill Bobby’s toughness and the bullet pass Schlesinger had to catch20:30 Jackie vs. Hickory Hill Two styles of Kennedy parenting22:15 Composed Jack, Emotional Bobby Arthur Schlesinger Jr.’s perspective on the two brothers24:40 The Assassinations The White House, Lyndon Johnson’s motorcade, and the bar exam Schlesinger failed28:15 Could Bobby Have Won? Humphrey, the nomination, and what might have been30:30 The Kennedys and Internationalism From Joe Kennedy’s isolationism to JFK’s UN vision and RFK during the Cuban Missile Crisis34:00 Chris Matthews and the Bobby Kennedy CenentaryLessons for Today36:30 The Perpetual Civic DutyWhy each generation must defend constitutional freedoms anew38:45 ClosingAdvice to grandchildren and the enduring fight for democracyLinks & ReferencesMentioned in this episode:Act of Creation: The Founding of the United Nations by Stephen SchlesingerA Thousand Days: John F. Kennedy in the White House by Arthur Schlesinger Jr.Robert Kennedy: His Life by Evan ThomasBobby Kennedy: A Raging Spirit by Chris MatthewsThe Power and the Glory by Graham Greene — the novel Bobby Kennedy mentioned reading at a 1967 dinner Schlesinger attendedWhy England Slept by John F. Kennedy (1940)Previous episode: Andrew Guthrie Ferguson on Your Data Will Be Used Against You (Episode 2794)About Keen On America Nobody asks more impertinent questions than the Anglo-American writer, filmmaker and SiliconValley entrepreneur Andrew Keen. In Keen On America , Andrew brings his sharp Transatlanticwit to the forces reshaping the United States — hosting daily interviews with leading thinkersand writers about American history, politics, technology, culture, and business. With nearly2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the mostprolific intellectual interview show in the history of podcasting.Website | Substack | YouTube

Your Data Will Be Used Against You: Andrew Guthrie Ferguson on Policing in the Age of Self-Surveillance

A man was convicted by his own heartbeat — and that's just the beginning of our digital dystopia.About the GuestAndrew Guthrie Ferguson is Professor of Law at George Washington University Law School and a national expert on surveillance technologies, policing, and criminal justice. He is an elected member of the American Law Institute and the author of the PROSE Award–winning The Rise of Big Data Policing. His new book, Your Data Will Be Used Against You: Policing in the Age of Self-Surveillance (NYU Press, March 2026), examines how smart devices and digital surveillance are transforming criminal prosecution — and what the law must do to catch up.About This EpisodeFollowing yesterday’s conversation with Christopher Mathias about doxxing and the ethics of unmasking, Andrew Keen turns to the legal side of the same question: what happens when the data we generate about ourselves becomes evidence? Andrew Guthrie Ferguson joins the show from Washington, D.C. to discuss his new book — a deeply researched investigation into how pacemakers, smartphones, smart cars, and doorbell cameras are being used to convict people in court, and why the law has almost nothing to say about it.The conversation moves from a man convicted by his own heartbeat to AI-powered real-time crime centres, from Eric Schmidt’s infamous privacy defence to masked ICE agents in Minneapolis, and from Bentham’s panopticon to Ferguson’s proposed “tyrant test” — a framework for designing data protections by imagining the worst leader with access to your most intimate information.Chapters:00:00 Introduction: Digital privacy and unmasking The theme of digital privacy and what it means to be unmasked in a data-driven world01:25 Meet Andrew Guthrie Ferguson Introducing the guest and his new book on privacy, surveillance, and the law02:10 The Dual-Edged Sword of Digital Devices How our everyday devices expose everyone and the complicated trade-offs that creates03:40 From “Don’t Be Ashamed” to Privacy Nuance The shift from early Silicon Valley privacy optimism to a more complex reality04:45 Regulating Government, Not Google Ferguson’s focus on keeping personal data out of court rather than off corporate servers05:55 The Pacemaker Data Court Case How personal medical device data was used as evidence in a criminal trial07:30 Convicted by His Own Heartbeat An arson and insurance fraud case where heart-rate data contradicted the suspect’s story09:40 Google’s Three-Part Warrant System How tech companies helped shape rules for law enforcement access to location data11:15 The Fourth Amendment Digital Gap What reasonable expectations of privacy mean in the modern digital environment12:45 Digital Privileges and Intimate Data Whether certain types of personal data should be legally protected like confidential relationships14:20 Surveillance Battles on the Ground Protests, law enforcement, and the evolving intelligence dynamic in Minneapolis16:05 “Just Doing Our Job” and State Surveillance The common defence of surveillance practices and why it remains controversial18:10 The Texas Drone Fleet Drones as first responders and the expansion of aerial policing technology20:45 Real-Time Crime Centers and Mass Cameras Integrated camera networks, data fusion, and the lack of clear oversight22:50 The Tyrant Test for Privacy Laws Designing privacy protections assuming the worst possible leader has access to the data25:15 AI Supercharges Surveillance How artificial intelligence turns ordinary cameras into powerful tracking tools27:30 AI-Assisted Police Reports Using body-camera audio and AI tools to generate reports and the implications for justice29:10 No Turning Back From Technology Why abandoning digital tools isn’t realistic and why new laws may be needed instead31:15 Closing: Every Smart Device Is Surveillance The idea that modern connected devices inherently function as surveillance toolsLinks & ReferencesMentioned in this episode:Your Data Will Be Used Against You — NYU PressAndrew Guthrie Ferguson — GW Law School faculty pagePerplexity for Public Safety — free AI tool for law enforcementPrevious episode: Christopher Mathias on To Catch a Fascist (Episode 2793)Carpenter v. United States (2018) — Supreme Court ruling on cell-site location data and the Fourth AmendmentAbout Keen On America Nobody asks more impertinent questions than the Anglo-American writer, filmmaker and Silicon Valley entrepreneur Andrew Keen. In Keen On America , Andrew brings his sharp Transatlantic wit to the forces reshaping the United States — hosting daily interviews with leading thinkersand writers about American history, politics, technology, culture, and business. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.Website | Substack | YouTube

To Catch a Fascist: The Ethics of Unmasking the Radical Right

An anti-fascist spy handed American officials evidence of murderous intent from a Nazi planning server — and they declined to act.About the GuestChristopher Mathias is a journalist covering the far right, formerly a senior reporter at HuffPost, with work appearing in The Guardian, The Nation, MSNBC, Zeteo, and WNYC. His reporting has helped unmask white supremacist cops, soldiers, teachers, and politicians, and he was a Deadline Awards finalist for feature writing. He is originally from Gettysburg, Pennsylvania and lives in New York. His new book, To Catch a Fascist: The Fight to Expose the Radical Right (Atria Books), is out now.About the EpisodeDays after Jonathan Rauch’s influential Atlantic essay announced he’d moved from fascism skeptic to fascism believer, Christopher Mathias joins the show to discuss his new book — a deeply reported investigation into the decentralized network of anti-fascist activists who infiltrate, monitor, and expose neo-Nazis and white supremacists operating in positions of power across America.The conversation quickly moves beyond whether Trump is a fascist to the harder questions his book raises: Who gets to decide who is exposed? What rights to privacy do members of extremist groups retain? Is unmasking community self-defense or vigilantism? And does the same logic that justifies exposing a neo-Nazi EMT extend to the tens of thousands of ICE agents now conducting raids on American streets?Timeline00:00 Introduction Jonathan Rauch’s Atlantic essay and the renewed fascism debate01:10 Meet Christopher Mathias Introducing the book and the journalist behind it01:45 The Greenville Moment When Mathias first used “fascist” in a headline after watching Trump whip a crowd into chanting “Send her back”02:40 Defining the F-Word Fascism as a right-wing politics of domination; Langston Hughes recognizing it in the 1930s before the word arrived04:15 The Hard Question If MAGA is a fascist movement, are the 70-plus million who voted for Trump fascists too?05:55 The Worst of the Worst Why the book targets explicit neo-Nazis in positions of power, not ordinary Trump supporters08:15 Who Decides? Privacy, accountability, and whether everyone at Charlottesville deserves exposure10:45 Antifascist Amnesty Leave the movement and we leave you alone; return and we publish12:30 The Equivalence Trap Why Mathias rejects the idea that this is just radicals exposing radicals14:05 From Neo-Nazis to ICE How anti-fascist tactics are now used to identify masked federal agents17:15 Where Does It End? Drawing lines between violent enforcement and bureaucratic participation19:40 “Just Following Orders” Why some orders shouldn’t be followed, and the occupation of Minneapolis21:30 The Battle Over Shame Competing databases, surveillance, and what America should be ashamed of23:15 The Spy Who Warned Charlottesville An infiltrator uncovers plans for violence that officials ignore26:00 Minneapolis as Model “We protect us” and a blueprint for grassroots resistance28:45 The Underground War Intelligence, counterintelligence, and the personal cost of exposure30:30 Closing Fascism as a snake eating its own tail and the urgent task of limiting the damageLinks & ReferencesMentioned in this episode:Jonathan Rauch, “Yes, It’s Fascism” — The Atlantic (January 2026)To Catch a Fascist: The Fight to Expose the Radical Right by Christopher Mathias (Atria Books, February 2026)Christopher Mathias reporting archiveFollow Christopher Mathias: BlueSky | XAbout Keen On America Nobody asks more impertinent questions than the Anglo-American writer, filmmaker and Silicon Valley entrepreneur Andrew Keen. In Keen On America , Andrew brings his sharp Transatlantic wit to the forces reshaping the United States — hosting daily interviews with leading thinkersand writers about American history, politics, technology, culture, and business. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.Website | Substack | YouTubeWebsite | Substack | YouTube

How Meat Can Save the Planet: The Vegan Case

Can meat save the planet? That’s the paradoxical promise of the longtime vegan activist Bruce Friedrich, founder of the Good Food Institute. In his new book, Meat, Friedrich argues that plant-based and cultivated meat can satisfy the craving of the most hardline carnivore while simultaneously fixing the apocalyptic environmental consequences of industrial farming. So new tech, particularly the latest technology that magically mimics meat, will enable the regeneration of the (real) natural world. For this vegan advocate of meat, this next agricultural revolution will not only transform humanity’s favorite food but also our planet’s environmental future. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe