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MrBeast Sales Slow, Angel Stock Falls, MUBI and Neon Look for Hits, and Will an NBA Franchise Set a Sales Record?

(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy. I write a weekly Streaming Ratings Report and a bi-weekly strategy column, along with occasional deep dives into other topics, like today’s article. Please subscribe.) You probably remember egg prices spiking a few years ago. This led to a lot of debate between the pro-market/pro-competition/antitrust/Neo-Brandesian crowd and the center/center-right/center-left/abundance/libertarian crowd over the cause, whether it was the avian flu outbreak or whether industry consolidation led to price fixing, using avian flu as a convenient cover. Basel Musharbash wrote a whole investigation at BIG looking at it. Well, two years later, we have our answer: it was price fixing. The Justice Department found proof, via emails, of price fixing. Indeed, just the threat of an investigation brought prices down two years ago: I bring this up because at least half a dozen of my favorite political writers and pundits, who were skeptical about price fixing at the time, haven’t written any mea culpas on this issue. It’s really dispiriting and makes it much, much harder to trust their work on other issues. If you take a hard stand on an issue, then you get it wrong, you need to explain how and why you got it wrong. Or update your priors. This is how epistemological bubbles are formed! All of which is to say, it’s time for another installment of “What I Got Right, What I Got Wrong”. Last issue, I mostly focused on the “wrong” side of the equation, so today’s is a bit more balanced, but with one big mea culpa (though I still stand by my original concerns). Let’s dive right in! Subscribe CORRECTION: UFC Didn’t Release Subscriber Data (But Seems to Have Bragged About It Internally) In my analysis of the viewership of UFC Freedom 250, I wrote... “Paramount has also released datecdotes bragging about their subscriber numbers. Earlier this year, they claimed that the first UFC fight on Paramount+ brought in 1 million subscribers.” Well, that datecdote did not come from a PR rep, but from great reporting from James Faris at Business Insider. The actual quote was this: “Paramount’s flagship streaming service generated about a million new subscribers on the day of its first-ever UFC event, Paramount product chief Dane Glasgow told employees in a town hall on Tuesday morning, three staffers who attended the meeting told Business Insider.“ This wasn’t the biggest goof in the world; even Faris emphasized to me that this is more a “clarification” than a correction. Still, it sounds like, internally, the folks at Paramount were very happy about this result—and I’m guessing they were happy with this news getting out—even though the gains didn’t last through the quarter, dropping to 700K adds. RIGHT: MrBeast’s Struggles Continue... I’m very skeptical about MrBeast’s burgeoning media “empire” and, in particular, its $5 billion valuation, as I wrote earlier this year and last year. Sure enough, according to Business Insider, regarding its “booming” consumer products division_:_ “US sales volume grew 13% year-over-year in 2025, following a 33% leap the previous year, according to a presentation deck dated May 2026....A February 2025 investor deck viewed by Business Insider showed Feastables’ net revenue more than doubled in 2024 from 2023, to $215 million, and was forecast to grow 74% in 2025, to $375 million.” [Emphasis mine.] If you told investors that you projected 74% growth but delivered 13%,1 that’s not ideal. But it’s not just MrBeast. Logan Paul and KSI’s Prime had sales drop in half for their energy drinks. It’s one thing to build a successful entertainment company and an entirely different thing to succeed in the heavily-consolidated-but-also-very-competitive consumer packaged goods space! CPGs are dominated by a few firms with very wide moats compared to YouTube, which has few barriers to entry. These businesses require different skill sets and have completely different business environments. WRONG: Does the NBA Have an $8 Billion Bidder? Almost as soon as I published my article about the NBA’s finances, casting skepticism on NBA expansion, I saw this Front Office Sports headline: One group “claims to have already raised $8 billion” for the Vegas expansion team. I mean, wow. That’s just $2 billion less than what the Los Angeles Lakers were valued at when they were sold just last year. And they’re arguably the most popular team in the NBA. (Side note: the new owner is now under an investigation for fraud in how he went about financing the Lakers and the Dodgers purchases.) So much for the “dried up” language I used in that article. (This is why I usually stick to my “Entertainment Nuance Guy” tone in articles...) I went off old information—from April, when I read/heard about the NBA downplaying expansion efforts—instead of doing a quick double-check for new news. That said...if you read the article, the market for Seattle is “slow”, with just one reported bidder. So I wasn’t entirely off. This goof has annoyed me since I first published it, mainly because it undercut that article’s real point, which I stand by: NBA franchises are really overvalued right now. Now, I get why NBA teams are overvalued. When it comes to owning sports teams, it’s basically never wrong to assume that some rich person somewhere will care more about owning a team (or just being part of a group since they’re so expensive) than the actual financials. There are only so many teams to own, and opportunities to buy in preferred markets don’t come along very often. This explains why the teams sell for such high multiples (usually above a 10 to 12.5 revenue multiple, which is very high). You only need one person to overpay! Beyond the ultra-wealthy luxury good explanation, I worry NBA teams are becoming speculative assets. More and more private equity investors are buying into NBA teams. But the value, in owning a team, comes from selling it later, not any meaningful relationship to revenue or profit growth. In other words, the newer NBA owners are increasingly expecting someone later to buy their inflated asset. That’s not sound economics; that’s the “greater fool” theory at work.2 At some point, actually making money has to matter. Especially since revenue growth is now below the growth of the stock market. (And this matters because the NBA doesn’t have easy levers to pull to drastically lower their costs—half of their revenue has to go to players and then you actually have to run a team, including coaching, training, travel, media expenses, and more—or raise revenues aside from one-off expansions in America and overseas.) I just don’t see how investors make their money back buying NBA teams, except for selling at a higher price later on down the line. But if revenue/profit growth continues to slow, at some point, someone will be left holding the bag. RIGHT: Baseball and Basketball are about equally popular. Related to the above, I wanted to cite two quick pieces of evidence for one of my other theories: that the NBA and MLB are about as popular as each other, but the NBA gets much, much better media coverage. One YouGov survey has that fans prefer basketball to baseball by 52% to 48%, which I’m guessing is within the margin of error for that poll. That’s virtually even, meaning they’re about the same popularity. Over on NBC, a recent Red Sox-Yankees game averaged 4 million viewers, higher than Sunday Night Basketball’s average of 3.4 million on the same network. A Yankees-Dodgers game averaged 3.9 million two weeks ago. Not every game averages this much, but it shows you that baseball isn’t far off from basketball, depending on the matchup. Altogether, the NBA is just slightly more popular than baseball, but NBC is paying MLB a fraction of what they pay the NBA, a point I’ve made before. RIGHT: Angel, MUBI and Neon Updates... I’ve long been skeptical about many of Hollywood’s buzziest startups/smaller indie studios. It’s not that they don’t make great movies—films like Anora and Everything Everywhere All at Once are amazing—or that they’re not (rightfully) pushing the majors to make better films, but...they get a ton of hype, and that hype often doesn’t live up to the reality or difficulty in scaling up. Starting with MUBI, well, The Wall Street Journal wrote a feature on MUBI’s struggles last April, best summarized by the subheader “After Sequoia valued Mubi at $1 billion, a left-wing revolt sent the indie film company into a tailspin”. MUBI lost $7.3 million on $200 million in revenue in Q4 2025, but reportedly hit a record 1.7 million subscribers at the end of Q1. As for Neon, Department M purchased a “significant stake” in the company earlier this year. How much is that “stake” worth? According to Deadline, “No financial figures for the Neon-Department M deal were disclosed.” So...that’s not great! If it was a big valuation, we’d hear about. Also, I found this curious: “Both Neon and Department M already have separate partnerships with Qatar. The Qatar Film Committee has a slate deal in place with the former, and a biopic production pact with the latter.” Color me skeptical about much Middle Eastern investment dollars. See: LIV Golf. Finally, as for Angel (formerly Angel Studios), their stock very, very slightly popped last month after Young Washington ($20 million budget) which made $45 million in the US, but their stock is still way down from its opening. Smaller Updates RIGHT: The WGA should focus on antitrust concerns! I’ve been on this for years. Post-WGA/AMTPT deal in 2023, I wrote an article for the Ankler calling on the WGA to focus and organize against industry consolidation. Sure enough, the WGA filed a lawsuit against the Paramount-WBD merger, and people are organizing around this issue now. I wish this energy had coalesced earlier (specifically to lobby Washington much earlier), but better late than never! WRONG: Actually, the chip shortage might be due to market manipulation. In my last “Long Reads for the Long Summer” article, I shared an article about how LLMs are causing memory chip prices to spike, which will make all electronics more expensive. Well, turns out, three RAM manufacturers control 90% of the market, and now a private lawsuit accuses them of price-fixing. So yeah. WRONG/UPDATE: The Odyssey will hold! Two weeks ago, I wrote, “As of this moment, we haven’t had a super-blockbuster, though The Odyssey, Spider-Man: Brand New Day and Avengers: Doomsday could all cross the $500 million mark. (At this point, The Odyssey would need a very strong hold to get there.)” Well, it’s safe to say it’s going to have that hold! It only dropped 30% in weekend two and IMAX screenings are sold out all month. Spider-Man: Brand New Day is also off to a great start. RIGHT: People are rushing to get shows out yearly. I’ve long been bullish on yearly, weekly-released shows, and Leslie Goldberg at The Ankler wrote about how many people in town are now listening. WRONG: Mark Carney reverses Canada’s stance on homegrown production. After writing about Canada installing domestic production quotas, Canada has backed off. WRONG: I don’t trust Spider-Man: Brand New Day’s online “views”. When I originally wrote about the latest Spider-Man film’s record-breaking trailer, I thought this was just YouTube views, but after watching this Corridor Crew video and doing more research, well, it’s all social views of the trailer globally. Really? That stat includes TikTok, Reels and YouTube Shorts views. Basically, I don’t trust it anymore. (This film will probably set record, but I trust the pre-sales data more.) RIGHT: Celebrity Production companies are still struggling. I’ve written about this for years, but the company that I didn’t track was Kevin Hart’s HartBeat, which was valued at $650 million but is struggling now and might just end soon, especially after Kevin Hart pulled his endorsement deals. And Bad Robot is moving to NYC. CORRECTION: SpongeBob is a “second run” title. In my 2025 recap article, I had _SpongeBob SquarePants_labelled as a “library” title, when it is still a “second run” show, with new episodes still coming out on Nickelodeon. CORRECTION: In my last “What I Got Right, What I Got Wrong” update, I offered a correction from Doug Creutz and misspelled TD Cowen. Thanks, Grammarly! 1 Though he could have increased prices to make up for the gap, he couldn’t have increased them that much. 2 There’s a theory, which I think that Daryl Morey created and Bill Simmons popularized, that, to be successful building your team, you only need a handful of bad GMs in the league to take advantage of. To be clear, Daryl Morey’s theory was also for signing bad contracts, that you could always get out of bad contracts. Basically, there’s always someone who will make a bad trade. It’s not the same exact thing, but similar enough to the Greater Fool Theory that I really like it.

Aug 4 • 11:55 AM EDT • Entertainment • entertainment.substack.com

One of California's Biggest $5B Entertainment Projects Just Crossed a Major Milestone

Construction is progressing on OCVIBE's Anaheim concert hall, with seats, backstage areas, and new amenities taking shape.

Aug 4 • 10:24 AM EDT • Entertainment • edhat.com

What to watch in Michigan’s Democratic Senate showdown and other key races in Tuesday’s primaries

Michigan Democrats on Tuesday will settle a Senate primary that has emerged as the most significant test of the party’s direction this year — one that will gauge whether the progressive insurgency that has toppled establishment figures and incumbents on deep blue turf all spring and summer extends into one of the nation’s biggest political battlegrounds.

Aug 4 • 5:00 AM EDT • Politics • cnn.com

Former progressive Squad member Cori Bush attempts political comeback against Missouri US Rep. Bell

Former U.S. Rep. Cori Bush is attempting a political comeback in a Missouri Democratic primary

Aug 4 • 12:06 AM EDT • Politics • washingtonpost.com

A common sugar may help cancer cells break free and spread

Chemotherapy-surviving ovarian cancer cells may release fructose to help neighboring tumor cells loosen, escape, and spread. The discovery suggests that sugary diets and cholesterol-lowering drugs could influence cancer progression, though the effects have not yet been confirmed in patients.

Aug 3 • 8:00 PM EDT • Science • sciencedaily.com

Human creativity elevates AI potential at Philip Morris

Business progress is driven as much by human creativity, judgment, and connection as by technology, says PMI's Dr. Moira Gilchrist.

Aug 3 • 3:24 PM EDT • Business • businessinsider.com

If Not AOC, Then Who?

What do we do if Alexandria Ocasio-Cortez decides not to run for president in 2028? It makes sense that many leftists are currently focused on calling on her to take the plunge. But the absence of a Plan B, or even much discussion about one, is worrisome. The US Left can’t afford to sit out the 2028 Democratic primary. Doing so in 2024 was a disaster: our abstention self-marginalized anti-billionaire politics from the national conversation and thereby gave space for Harris to pivot to the “center” (i.e. the policy preferences of corporate donors, establishment hacks, and AIPAC). Abstaining again in 2028 would be especially counterproductive since democratic socialists now have so much wind in our sails after our big electoral wins in NYC and across the country. It’s time to deepen our momentum, organization, and profile — not to retreat to the margins during America’s single most important political battle. Even more urgently, keeping Trump’s heir out of the White House may depend on whether leftists and the party’s unprecedentedly disenchanted base can force the Democrats in 2028 to take meaningful steps towards a very angry electorate and away from the corporate-consultant blob that has helped get us into this mess. If AOC (or Abdul El-Sayed) decides to run, we should enthusiastically go all in — DSA, fighting unions, progressive organizations, anybody who wants to see a better country and world. But, as far as I can tell from the outside, there’s a real chance that she doesn’t run. And we can’t just wait and see where she lands before discussing alternatives, since AOC’s decision might not come for quite a while, giving us little time to scramble at the last minute for an alternative. So we should start working now on getting a Plan B into motion, and recruiting a good candidate for the role. Here’s one idea. A Worker Candidate — Healthcare Not Warfare 2028 Run a union worker Leftists don’t need to always run experienced, well-known socialist politicians for high-profile contests. Lula, the current president of Brazil, began his political career as a metalworker militant who ran for governor of São Paulo in 1982. Especially in an era of institutional distrust, it’s possible to lean hard into making a virtue out of a working-class comrade’s distance from traditional politics. Experience abroad shows this clearly. Rachel Kéké — an immigrant hotel housekeeper — ran as the candidate of the leftist La France Insoumise for the National Assembly in 2022, defeating a former minister in the Macron government. The Belgian Workers’ Party in 2024 won its first Flemish seat in the European Parliament by running Rudi Kennes, a three-decade veteran of the Opel Antwerp auto factory. And the South Korean left in 2024 elected auto factory militant Yoon Jong-oh to the National Assembly. If a tiny French Trotskyist organization could make such a big splash in 2002 and 2007 by running a well-spoken postal worker cadre for office — the LCR’s Olivier Besancenot received about 1.5 million first-round votes — it’s not far-fetched to expect that a much larger organization like DSA, together with a broader coalition of the willing, could run this playbook to much greater effect. This is especially the case now that almost everything DSA does immediately becomes a national news story. We don’t need someone famous. We just need a charismatic, well-vetted comrade who works in a relatable working-class occupation — e.g. a nurse, or a worker in auto or construction, or at Amazon. Ideally, they have a compelling personal story or have been part of a significant strike or organizing campaign, but even those criteria don’t necessarily have to be deal-breakers. The main lesson of the Graham Platner fiasco isn’t that we should never run outsiders for office (the momentum he generated proves the exact opposite), but that they need proper vetting and roots in democratic membership organizations like DSA or a union. In any case, there are plenty of ways to signal working-class authenticity without resorting to Platner’s or Fetterman’s performative macho white dude affect. Better to have someone of any gender or race who is actually working class, with firm socialist politics, who can speak from experience about the day-to-day realities of trying to make it in America. There are surely at least a dozen such worker leaders in our movement nationwide; we just need to sit down and convince one that their personal sacrifice for the greater good (i.e. running for president) will be worth it. If we don’t have a frontrunner with a clear path to victory like AOC (or El-Sayed, were he to win Michigan), it’s better to embrace someone whose decision to run in itself tells an important story about US politics: workers have been iced out of our political system and are now fighting hard to break back in. The novelty factor, in itself, would generate press. And it would help democratic socialists signal to the American public that our movement’s defining characteristic is that we represent workers vs. bosses, not that we’re “the furthest left” force in American politics — a framework that suggests we’re extremists and that helps our opponents isolate us from non-college-educated voters by highlighting extremely minoritarian (and misguided) stances included in DSA’s platform like prison abolition. We don’t get many opportunities to speak to tens of millions of Americans; we need to use these opportunities to broaden our appeal beyond those already in our orbit. Run to polarize the 2028 primary and general election around “Medicare for All” and “End All Aid to Israel” Why should democratic socialists use our scarce time and volunteer energy to run in a race we’re unlikely to win? Running in the 2028 primary will not only recruit us scores of members (imagine having a DSA member intervening in eleven nationally televised primary debates!), but — more importantly — it has the potential to be a decisive leap forward towards an America that finally starts meeting the needs of working people instead of HMO and AIPAC billionaire donors. Polarizing litmus tests are good, actually — as long as they’re fought for around popular demands in a thoughtful and strategic way. Democratic socialists have an opportunity and responsibility to make the 2028 primary about two of the most widely and deeply felt issues of our moment: domestically, America’s unaffordable, family-breaking private healthcare system; internationally, America’s bankrolling of the genocidal Israeli government. A candidacy relentlessly demanding Medicare for All and No Aid to Israel would pose a sharp question to the American public, the Democratic Party, and other 2028 contenders: Why can’t working-class Americans afford their healthcare bills at the same time that our government is spending at least $3.8 billion yearly to fund an Israeli regime eager to keep dragging us and the world into more forever wars? Our candidate can agitate around a clear message: I’m running to give voice to all those working-class Americans who are struggling to get by. No matter what state you live in, who you voted for in 2024, or your background, it’s just plain common sense that we should make healthcare more affordable instead of spending billions to enable the Israeli government’s crimes against humanity. Every American who agrees with me when I say ‘Medicare for All — Not a Dime for Israel’ should make their voice heard through our campaign. Racking up a high number of votes for this agenda is a crucial way to show the Democratic Party and the country as a whole that we can’t keep supporting a life-destroying status quo in our healthcare system and in the Middle East. If we want to defeat Trump’s handpicked crony this coming November, we need to speak to ordinary people’s frustrations with the status quo — we can’t keep running the same tired establishment playbook and expecting a different result. For those highly engaged voters (or skeptical media pundits) who raise concerns about wasting votes, the candidate can take the time to explain why this isn’t the case: It's true I'm a long shot. But Zohran showed anything can happen — and voting for me is a pragmatic decision, not a wasted vote. In a heavily divided primary with a large number of candidates and a very discredited establishment, my campaign and the democratic socialist movement I’m part of are positioned to be the balance of power if we can get a large enough number of voters to loudly demand Healthcare Not Warfare. Since there’s a high chance no candidate will get to 50% in the 2028 primaries, the Democrats could very well be heading towards a brokered convention, where a disciplined, principled current committed to breaking from corporate donors can play an outsized role in making sure whoever ends up with the nomination raises the banner of single-payer healthcare and cutting aid to Israel. How exactly could running this sort of primary campaign be translated into actual leverage? The candidate replies: I’m aiming to win the nomination, but if I don’t achieve that goal, my delegates and I will pledge our support in the primary only for a candidate who agrees in the general election to call for ending US aid to Israel and establishing Medicare for All at home. These are both winning planks for November against the Republicans, and the only reason I can see that other candidates haven’t yet raised these is that they’re still more scared of the donor class than they are of the people. That needs to change. If Democratic leaders want young people, workers, and those sick of the status quo to show up in big numbers this November, they need to meet us halfway. In this way, whether or not we win the nomination, democratic socialists could still play a decisive role in 2028. The approach outlined here is similar to what radical left parties periodically do in parliamentary democracies like Denmark or Sweden when they find themselves as a junior partner electorally: they dictate to center-left allies what their terms would be for enabling, from the outside, the formation of a new government. Running a Healthcare Not Warfare candidate will make it significantly more likely that the 2028 Democratic candidate stands with ordinary people instead of donors on these two pivotal planks — a shift that will, in turn, make it easier to achieve the existentially important task of defeating MAGA’s heir in November. Look at how much popular traction the Uncommitted movement got with a similar strategy in 2024 with so little on-the-ground organization — surely we can go much further with a working-class candidate, a much bigger DSA, and a Democratic Party base that has turned against Israel, billionaires, and the hacks in the party who prop them up. Objections and Responses There are quite a few objections to this proposal, many of which are very reasonable. Let me briefly address each here. Socialists shouldn’t waste their scarce time and resources on a candidate unlikely to win. This is a good rule in general, but there are important exceptions, and presidential elections are the main one. There’s no other political contest that gets anything like this level of attention and engagement in the US, so if you want to be a serious force in nationwide politics, you basically can’t afford not to have a candidate. Far from being an overall drain on our resources, running a dynamic 2028 campaign would likely result in a major net increase in members and capacity. In that spirit, the very pragmatic Milwaukee sewer socialists — who mostly ran to win at home in Wisconsin — supported Eugene Debs’s propagandistic presidential campaigns, which they correctly saw as a crucial means of recruiting to the Socialist Party. And now that the (post-1972) Democratic Party gives more weight to voters than party operatives in determining its presidential nomination, it’s become feasible to run as a socialist in primaries without risking a split in the vote against the Republicans in November. We should just support Ro Khanna, who also supports M4A and ending aid to Israel. I like Ro Khanna and would enthusiastically vote and canvass for him for president were he to get the nomination. But there’s a real chance that Khanna’s bid for office doesn’t catch on; he lacks the grassroots organizational apparatus of DSA, and, because he’s not really of the Left or labor (despite his current very good positions), he’s unlikely to generate the type of buy-in and enthusiasm that a DSA candidate would. Moreover, Khanna would be running as an individual, not as someone emerging from and building an organized movement — his campaign would not likely focus on building sustained power from below, nor would it likely polarize the 2028 primary around M4A and Israel aid. Also, and not inconsequentially, the poor electoral results for Tom Steyer and Saikat Chakrabarti this spring suggest that there’s perhaps not much of a popular appetite in the Democrats’ base to support multi-millionaire class traitors. Much better, then, to run a democratic socialist worker. If by Super Tuesday it’s clear that our campaign has captured the main left lane in the primary, Khanna should drop out and endorse us; conversely, if he’s managed to capture this lane, DSA could at that point transform its Healthcare Not Warfare campaign into an independent campaign to elect Ro Khanna focused on winning (and holding him accountable to) those two critical planks. An openness to consolidating an anti-corporate candidate by Super Tuesday is a necessary component of the strategy I’m proposing, because otherwise we risk splitting the primary votes (per DNC rules, you need at least 15% to get any delegates to convention). We should convince Shawn Fain or Sara Nelson to run for president instead. I agree it’d be great if either ran for president, but my impression is that there’s basically no chance that will happen in 2028, because both are firmly focused on their union leadership duties (and, in the case of Fain, beating back a federal witch-hunt). This plan could have DSA end up endorsing a non-socialist, non-DSAer for president. That’s against our principles. It’s a myth, and bad politics, that socialists can’t ever support candidates who aren’t members of their organization and/or who don’t call themselves socialists. Bernie, after all, was not a DSAer. And socialists abroad regularly make tactical decisions about if and when supporting a non-socialist candidate makes sense from the standpoint of promoting working-class interests, defending democracy, and building a socialist current in the process. If your “principles” prevent you and DSA from helping achieve the momentous stride forward of having a Democratic candidate in 2028 run on Medicare for All and ending aid to Israel, those “principles” are not very good. In fact, they actively undermine the causes they’re aiming to support. We shouldn’t confuse principles (working-class independence) with tactics (the best way to advance this in a given context). In my recent article in Catalyst on Milwaukee sewer socialism (I’ve uploaded the full text here), I have a section showing how similarly rigid rules about endorsements had to be eventually discarded in the old Socialist Party nationwide after WWI because they tended to lead socialists towards a sectarian abstention from broader anti-corporate electoral insurgencies beyond their party’s control. For what it’s worth, Lenin’s current under Tsarism frequently backed bourgeois candidates in the second round of elections and Lenin himself advocated that British Communists support Labour Party candidates; for his part, Kautsky in 1912 defended the German Social Democracy’s electoral pact with the Progressives in the runoffs. If our predecessors could be that tactically flexible in an era before the limits of their underlying strategic assumptions about intransigent class politics in capitalist democracies were made clear, then there’s no need to insist on being more tactically rigid today, after a century’s worth of accumulated experience. As long as you maintain your own political profile and organization while engaging in broader coalitional efforts, there’s zero inherent contradiction with the principle of political independence. More specifically: DSA and allied organizations should enthusiastically back Michigan’s Abdul El-Sayed if AOC declines to run and he throws his hat in the presidential ring. (I have no idea whether he’s even considering this path, but there’ll surely be chatter about it if he wins his Senate race this November.) Though he doesn’t call himself a socialist, El-Sayed is a principled Berniecrat, a consistent fighter for Palestine, and would have a clear path to victory. Using the “s” word is far less important than whether a campaign fights for the interests of working people at home and abroad — and whether actively participating in it can grow the organized working class and the Left. And the same holds true if a less anti-corporate candidate were, under pressure, to adopt our two Healthcare Not Warfare planks. Why focus only on M4A and ending US aid to Israel? There are so many other important issues to fight for! Obviously there are many pivotal issues beyond healthcare and Israel, and our candidate — and especially our organizations involved in the campaign — should be prepared to speak on all of these. But one of the crucial lessons of the Zohran campaign is that you have to relentlessly stay on message if you want to cut through the noise. CNN and Fox News will want to talk about DSA’s views on Venezuela and abolishing the police; we need to polarize the debate on the widely and deeply felt issues that are most favorable for growing the Left, isolating our opponents, and winning urgently needed changes. One recent poll found 63% of Americans support M4A, even after respondents were told it would raise taxes and eliminate most private insurance. Another found that 74% of Democrats opposed “providing additional economic and military support to Israel.” And focusing on two demands sets the campaign up to be able to leverage its mandate to make clear demands upon other candidates (which we can’t do if we run with a laundry list of demands). Talking about a Plan B is a distraction from the more urgent work of building a groundswell of calls on AOC to run. It’s good for DSAers, fightback unionists, and progressive organizations to try to convince AOC to run. This proposal is meant as an addendum to pushes to get AOC to run and to line DSA up for that eventuality, not as a substitute for those efforts. But I’m worried that, like in 2024, we might eventually find ourselves with no time to find a viable alternative unless we start now. DSA, with its abundant deliberative processes, moves slowly. The approach you’re suggesting seems risky. If a DSA candidate runs but doesn’t receive a lot of votes, it’ll undercut our current national momentum. This is a reasonable worry. All big initiatives always carry risks, and the path I’m advocating is certainly not free of these. That said, if a Healthcare Not Warfare campaign doesn’t catch on like we envisioned, it’s a pretty simple pivot in March 2028 to explain that in the future we really need our standard-bearers like AOC, or our growing bench of national electeds, to step up in presidential primaries. Moreover, it’s worth noting that the risk of my Plan B proposal is on the whole significantly less than the risk entailed by an AOC run. We should all back her if she runs, since she’d fire up the base, provide huge openings for organizing, have a real shot at defeating a Republican (especially given MAGA’s unpopularity), be a great standard-bearer for our issues, particularly M4A and ending aid to Israel, and be less willing than mainstream candidates to capitulate to any anti-democratic machinations from Trump and co. But it’s also true that AOC could lose, which would be a devastating setback to the country and the Left. Or she could win and find herself unable to pass much, if any, of her (and our) program, a demoralizing prospect. So if we’re willing to take these risks with AOC (and we should), it follows that we should be able to take lower-level risks if she doesn’t throw her hat in the ring. What’s Your Plan B? The US Left is facing its biggest opening for growth and influence since the 1930s. Initiatives that would have been impossible a few months ago are now potentially feasible. A President AOC is now easier to imagine, but if she ultimately assesses that the risks aren’t worth the potential reward in 2028, we can’t be left flat-footed. So even if you’re not convinced by the specifics of my Plan B, I hope you can at least agree that it’d be a disaster for us not to have one — and not to start getting a Plan B into motion. Hopefully other organizers and political currents will put forward their responses and alternative ideas ASAP. The stakes are too high to just wait and see. More As always, please share this article widely. This newsletter depends on all you lovely people to get the word out. Thank you! I uploaded the full text of my Catalyst article on Milwaukee sewer socialism here (it’s updated and 3x as long as the version published earlier on this substack). If you haven’t yet, please make sure to subscribe to Catalyst here; I read every issue front to back, highly recommend. 🌹🎵 Ivan Lins (arranged by Arthur Verocai) — “General da Banda” 🌹🎵

Aug 3 • 12:50 PM EDT • Politics • laborpolitics.com

Africa Making Progress on Health Security; Sustained Actions & Investment Are Essential

African countries are building stronger systems to advance health security and sovereignty. However, the scale and speed of rising health threats call for urgent action and increased investment.

Aug 3 • 10:23 AM EDT • Health • nti.org

Seasons are coming to Escape from Tarkov, with more customization and swathes of new gear

Escape from Tarkov is introducing seasonal characters and a fresh way to progress, and you can grab some free loot using our EFT promo code.

Aug 3 • 9:24 AM EDT • Technology • pcgamesn.com

Black voters, divided on progressives, are pivotal in Michigan Senate primary

A disruptor or a pragmatist? In Tuesday's contest between Abdul El-Sayed and Haley Stevens, Democrats weigh whether to remake the political system or work within it.

Aug 3 • 5:00 AM EDT • Politics • washingtonpost.com

Let’s do science: Share your wild turkey sightings

MAINE—All good wildlife management starts with science, and all good science starts with data. That’s where you come in. Maine’s Wild Turkey August Production Survey invites community scientists to play a direct role in monitoring our state’s wild turkey population. Whether you enjoy watching wildlife from your window, spend time hiking, hunting, or exploring the outdoors, or just need an excuse to get outside, you can help. Each summer, Maine’s wild turkey hens are busy raising the next generation of birds. By reporting your sightings and observations, you’ll help our biologists monitor annual reproduction rates, track population trends, and make informed management decisions that support healthy, sustainable turkey populations for generations to come. The information collected helps ensure there are abundant opportunities for both wildlife watchers and hunters to enjoy Maine’s wild turkeys. It’s easy to participate! Whenever you see wild turkeys anywhere in Maine during August, simply report: Date and location of your observation Number of adult females (hens) Number of adult males (gobblers) Number of poults (young turkeys) Estimated poult size relative to the adult hens Every observation counts, even if you don’t see poults. Together, these reports provide a clearer picture of turkey productivity across the state and are an important part of Maine’s wildlife management. Ready to help? Report your turkey sightings online using the Wild Turkey August Production Survey. Submit an Observation Subscribe Share Leave a comment

Aug 2 • 4:11 PM EDT • Science • barharborstory.substack.com

Cori Bush’s Comeback Bid Tests Limits of Progressive Momentum

Cori Bush is trying to overcome millions in spending from pro-Israel groups to reclaim her old House seat.

Aug 2 • 1:00 PM EDT • Politics • wsj.com

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressives are swearing off traditional media, joining a shift toward podcasts, social media and digital news that conservatives saw years ago.

Aug 2 • 6:20 AM EDT • Politics • wmur.com

How a Top Law Firm Went From Standing Up to Trump to Bending the Knee

Paul Weiss was a progressive stalwart for decades and led the legal resistance against President Trump in his first term. Then it surrendered without a fight. This is the inside story of its transformation.

Aug 2 • 5:00 AM EDT • Politics • nytimes.com

Panama: Haemophilus influenzae meningitis case reported in Veraguas Health Region

The Veraguas Health Region, located in the central-western region of Panama, confirmed a case of meningitis caused by the Haemophilus influenzae bacteria in a 12-year-old student from La Primavera School, diagnosed on July 29. The patient remains hospitalized, is receiving appropriate treatment, and is in stable clinical condition. The regional health director of Veraguas, Xavier A. Torres Domínguez, reported that, once the diagnosis was confirmed, the Ministry of Health (Minsa), in coordination with the Social Security Fund (CSS), immediately activated the epidemiological investigation and health response protocols established for this type of event. Canada: Haemophilus influenzae type B outbreak in Calgary As part of the actions implemented, the Epidemiology teams carried out the identification and monitoring of the patient’s close contacts, applying the corresponding preventive measures to reduce the risk of transmission and safeguard the health of the educational community. Health authorities explained that meningitis caused by Haemophilus influenzae is a bacterial disease that requires timely medical attention. In that regard, they urged the population to immediately seek medical attention if they experience symptoms such as high fever, severe headache, stiff neck, vomiting, drowsiness, or altered mental status. They also reiterated that vaccination is the main preventive measure against this disease, and therefore called on parents and guardians to verify that their children’s immunization schedules are complete, in accordance with the Expanded Program on Immunization (EPI). Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe

Aug 1 • 6:29 PM EDT • Health • outbreaknewstoday.substack.com

The Manchester mayoral result holds the key to the future of progressive politics

Voters on the left may be fragmented – but they will pull together behind a convincing cross-party message, says Neal Lawson, director of cross-party campaign organisation Compass

Aug 1 • 8:50 AM EDT • Politics • theguardian.com

Chile declares health alert for hantavirus

The Chile Ministry of Health issued a Health Alert for hantavirus and other diseases, such as some arboviruses and avian influenza. This is the first time this measure has been taken and it will be in effect until July 31, 2027 and it extends from the Atacama region to the Magallanes region. “Hantavirus causes a disease that is endemic to Chile, transmitted by the long-tailed pygmy rice rat that lives in rural and semi-rural areas throughout almost the entire country. As a ministry, we are constantly monitoring its behavior and are very concerned and actively working because this year the virus's lethality has increased, and for this reason, we decided to declare this alert. As of last week, there were 46 confirmed cases and 18 deaths, representing a 39% lethality rate,” reported the Undersecretary of Public Health, Dr. Alejandra Pizarro. Cases have occurred in the regions of Valparaíso, Metropolitan, O'Higgins, Maule, Ñuble, Biobío, La Araucanía, Los Ríos, Los Lagos, and Aysén. By comparison, in 2025, there were 44 infections and eight deaths (18% case fatality rate). The health alert, which is preventative and prepared, will allow for the granting of extraordinary powers in the event of serious health emergencies to strengthen surveillance, ensure timely resource management, hire specialized personnel, implement health control measures, and expedite the acquisition of supplies through direct procurement. The alert does not imply that there is an ongoing epidemic or that the healthcare system is overwhelmed. Subscribe to Outbreak News TV on YouTube “Hantavirus is not exclusively a summer virus, as the long-tailed pygmy rice rat is present year-round. Therefore, we urge everyone to take extreme precautions: avoid touching rodents, ventilate homes before entering if they have been closed, clean unused spaces with water and bleach, and keep garbage covered and food stored away. Furthermore, it is crucial to be aware of the symptoms: fever, intense muscle pain, and difficulty breathing. If someone experiences these symptoms and has been in rural or semi-rural areas where the long-tailed pygmy rice rat may have been present, they should immediately go to a health center and inform the medical staff so that a hantavirus diagnosis can be considered promptly,” the official added. Since December 2025, the Pan American Health Organization (PAHO) has maintained an epidemiological alert due to the rise in hantavirus cases throughout the Southern Cone, and that the Ministry of Health had an epidemiological alert in place since November of last year. Chile eliminates leprosy As mentioned above, the Health Alert decree also covers diseases transmitted by the Aedes aegypti, Aedes vexans, and Anopheles pseudopunctipennis mosquitoes, such as dengue and Zika, which, according to the alert, “have a high epidemic potential, which could generate high demand and overload for health facilities.” For these diseases, the alert is in effect from Arica to Los Ríos. The authority stressed that it is essential to prevent mosquitoes from breeding in stagnant water and to monitor any suspected cases of people arriving from abroad infected with any of these diseases, in order to prevent any of these vectors from biting a sick person and starting to spread the disease. In the case of avian influenza, the alert was extended to the entire country, because unlike other years, the disease has been concentrated in wild and farm birds, not in poultry farms, increasing the risk of exposure for people. Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe

Aug 1 • 7:41 AM EDT • Health • outbreaknewstoday.substack.com

All In On Swine Health

NPB is going all in on swine health. Learn how the Pork Checkoff is driving swine health progress with the National Swine Health Strategy.

Aug 1 • 7:00 AM EDT • Health • nationalhogfarmer.com

These Democratic Voters Are Battling Over What Their Party Stands For

Progressive candidates are gaining momentum in primary battles with voters who are fed up with the status quo and drawn to populist policies like universal healthcare.

Jul 31 • 11:00 PM EDT • Politics • wsj.com

Sphere Entertainment Q2 Earnings Call Highlights

Sphere Entertainment (NYSE:SPHR) reported second-quarter revenue of $313.6 million and adjusted operating income of $50.9 million, while executives highlighted progress on venue expansion, original content development and advertising partnerships. Executive Chairman and Chief Executive Officer Jim

Jul 31 • 10:03 PM EDT • Entertainment • finance.yahoo.com

Efforts Continue to Stabilize LINK Spacecraft for NASA’s Swift Boost

Teams at Katalyst Space are making progress slowing the spin of their LINK spacecraft, which is designed to boost the orbit of NASA’s Swift.

Jul 31 • 6:28 PM EDT • Science • science.nasa.gov

How scientists are trying to repair the body from within: Regenerative medicine and anti-aging

At Scripps Research and its drug discovery arm, the Calibr-Skaggs Institute for Innovative Medicines, scientists are developing regenerative medicine therapies designed to help the body repair itself from within. Unlike traditional medicines that primarily manage symptoms or slow disease progression, regenerative medicine aims to restore damaged tissues and rebuild function lost to aging and disease. Researchers are advancing programs focused on the heart, lungs, digestive tract and eyes, including investigational therapies for heart failure, idiopathic pulmonary fibrosis, inflammatory bowel disease, age-related macular degeneration and other chronic conditions that become more common as we age. Learn how scientists are activating the body’s natural repair mechanisms to explore a future where medicine may not only treat disease, but help reverse its damage.

Jul 31 • 3:06 PM EDT • Science • scripps.edu

The myth of the innovation tradeoff: Our chemical safety law protects health without stifling progress

The Toxic Substances Control Act is the primary safety law protecting Americans from harmful chemicals in everyday products. Bipartisan updates in 2016 strengthened the law by giving EPA the authority and responsibility to evaluate new chemicals more effectively, and to protect vulnerable populations, including children, pregnant women and those who work at or live by

Jul 31 • 3:01 PM EDT • Health • blogs.edf.org

The Streaming Bubble Keeps Popping

(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy. I write a weekly Streaming Ratings Report and a bi-weekly strategy column, along with occasional deep dives into other topics, like today’s article. Please subscribe.) One of my rules is “never bet against PE [private equity]”. This isn’t to say that I agree with their methods or tactics or strategies or financial innovations (aka shenanigans). Just that in the long arc of financial history, they’ve tended to return very good returns to their shareholders. That said, their forays into entertainment have left me...skeptical. I’ve written before about PE’s production company/celebrity production company roll ups, and those haven’t really worked out. Some PE groups tried to “roll up” an industry that isn’t “roll-up-able” for lack of a better term—since the barrier to entry for starting a production company is very low—often paying top dollar for celebrity production companies at the height of streaming valuations. So yeah maybe we can bet against PE when they venture into filmed entertainment. I’ve also noted that studio lots seemed to be a bubble back in 2022. Sure enough… Yikes! That sure sounds like some private equity guys lost some money. The only caveat being that holding a lot of land in Los Angeles is always valuable. But that wasn’t the pitch and likely real estate investment companies overpaid for said land. I mean, Goldman Sachs had to repossess it after all. (Technically, I’m not sure these buyers were traditional private equity, but PE was buying LA studio lots earlier this decade.) All to say: I call out bubbles when I see them, and they often pop. Anywho, my most famous bubble call was the “streaming bubble”, specifically that the major streamers were making too many shows and films. And that it could all come crashing down. Notably, I made this call before the strikes of 2023, but those strikes potentially accelerated the popping. And now it has indeed popped. One of my most popular articles of last year made that exact case. A year later, it’s time to update that analysis. The bottom line is that the streaming contraction continues. Credit where credit is due, Luminate—an analytics company whose data I use weekly in my streaming ratings report—called this out in a recent report I saw highlighted in both Bloomberg and The Hollywood Reporter. But I’m adding my data to their look, including streaming films and kids TV shows. I’ll also provide some other data that all tells the same picture. Let’s dive in! Subscribe The Number of Streaming TV Shows, Films and Specials Is Declining AGAIN in 2026 Let’s get right to the data, starting with my dataset. Specifically, each week I track every “notable” title to come out on streaming. I try to grab every title on every major streamer, meaning if it’s a first run or original or exclusive, I track it. This helps me call out the “dogs not barking” and the misses/flops each week. So that will be our first series of charts, my weekly collection data. Let’s start with the raw TV show, film and special data, by week. Note: As the years have gone by, I have actually added more sources (going from just one source to five sources) to find new titles, meaning that this data collection is, likely, more accurate now than in the past. Which means my team and I are more likely to have undercounted titles in the past rather than today. I like to cut the data several different ways. Here’s that same look, by quarter, to more sharply show the trends: And here’s the data just looking at the first half of each year. That’s the same data, just cut three different ways with three different time periods. Note that films, TV shows, and specials are all down by 25%, 42% and 17%, respectively, from 2022. The good news is that the number of films and specials actually increased year-over-year from 2025 to 2026, but not enough to offset the 25% decline in TV shows. Now, I also look at kids shows, and here they are pulled out on their own: And here’s that by quarter: This really seems to be a notable area of pullback by the streamers. Kids shows are down 80% from 2022. This reflects some formerly Disney+ shows going to cable TV first, but also pullbacks from HBO Max, Prime Video and Netflix. I also categorize the TV shows by English language and non-English language, and that also reveals a lot of where the drop comes from: And here is by the half-year: In this look, the good news is the drop for English language shows seems to have stabilized in the last year. But the bad news is the long term decline from the 2022 peak. Other Data So I wasn’t the only person to notice this decline in the number of shows. I have a few other data sources for this, though most only go through the end of 2025. As I said, Luminate beat me to the punch, so let’s look at their data. We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… What TV loss streaming didn’t make up for... How Netflix has changed their programming slate over time… Ten more images charting the decline of production... What type of films aren’t being made anymore... The good news (for movie theaters)… And more... ...please subscribe! We can only keep doing this great work with your support.

Jul 31 • 2:43 PM EDT • Entertainment • entertainment.substack.com

We Need More Embedded Critics In Healthcare

Healthcare needs more leaders willing to call their babies ugly. This kind of self-indictment will be necessary for the industry to finally begin to make real progress.

Jul 31 • 2:29 PM EDT • Health • forbes.com

Chiefs Coach Eyes Mahomes’ Footwork As Key To His Progress

Jul 31 • 10:58 AM EDT • Sports • sports.yahoo.com

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressive Americans are swearing off traditional media.

Jul 31 • 9:13 AM EDT • Politics • inquirer.com

As progressives seek to take on inequality, some cite religion as a motivating factor

Michigan Democratic U.S. Senate candidate Abdul El-Sayed says his Muslim faith shapes his progressive views

Jul 31 • 7:30 AM EDT • Politics • washingtonpost.com

Sony vows to press on with discless plans, saying "digitalization is progressing" across all media despite heavy protest from players

Sony has heard your complaints, but it's done little to move the needle when it comes to PlayStation physical media and discs.

Jul 31 • 5:35 AM EDT • Technology • eurogamer.net

Majestic Care touts hospitals progress; lawmakers worry about unknown location

The New York-based developer now operating four long-term care hospitals in West Virginia -- Hopemont Hospital in Terra Alta, Jackie Withrow Hospital in Beckley, John Manchin Sr. Health Care Center in Fairmont; and Lakin Hospital in West Columbia -- says it is making progress on new builds, while state lawmakers worry that the new facilities could move elderly patients and jobs out of their communities.

Jul 31 • 5:30 AM EDT • Health • wvgazettemail.com

Politics Chat, July 30, 2026

A newsletter about the history behind today's politics.

Jul 30 • 9:51 PM EDT • Politics • heathercoxrichardson.substack.com

In Missouri, Cori Bush and Wesley Bell's primary rematch sets up key test for Democrats

A progressive firebrand who started her political career as a Black Lives Matter organizer in Ferguson, Bush served two terms before losing a primary challenge to Wesley Bell, a moderate local prosecutor.

Jul 30 • 7:37 PM EDT • Politics • pbs.org

[AIDS 2026] Health Policy Watch: Fiji has the world’s fastest growing HIV epidemic

A graph showing the progression of HIV infections in Fiji resembles a cobra poised to strike.

Jul 30 • 5:57 PM EDT • Health • eatg.org

NFL Catchup: Mayfield Contract Update, Mahomes Progresses, Bay Area Reunion

NFL training camps continued on Thursday with injury updates, quarterback and contract developments emerging across the league.

Jul 30 • 4:24 PM EDT • Sports • foxsports.com

Brandon Johnson credits Chicago for leading progressive politics

Amid uncertainty about whether he’ll seek reelection, Chicago mayor discusses Democratic climate and progressive politics

Jul 30 • 2:35 PM EDT • Politics • austinweeklynews.com

Science, Systems, and Communities: Turning Progress into Impact

As the AIDS 2026 conference enters its second half, one message has emerged above all others: the barriers to ending HIV are no longer primarily scientific; they are political. In one of the “most spectacular plenaries”, Raphy Landovitz argued that the field now faces “a challenge of political will” and “moral decision-making,” asking whether the world will choose […]

Jul 30 • 11:38 AM EDT • Science • avac.org

The new "science golden age" looks suspiciously like a grift

This edition of PN is made possible by paid subscribers. Become one ⬇️ 🚀 Subscribe to PN 🚀 The Trump regime is trying to usher in a “Golden Age in Science” where scientific research is run like a Trump family business, artificial intelligence is all that matters, profit is everything, and expertise is for chumps. Or at least that’s the vision emerging from a new 123-page “Report to the President” from Michael Kratsios, the Director of the White House Office of Science and Technology Policy. In a normal administration, you could probably skip over learning about a science policy document — but this is no normal administration, and this is no normal science policy document. Instead, it’s Trump’s attempt to end the actual golden age of science that was kicked off in 1945 with the publication of '“The Endless Frontier” by Vannevar Bush. [ ](https://www.publicnotice.co/p/harmeet-dhillon-portland) [ Harmeet Dhillon demonstrates danger of posting through it ](https://www.publicnotice.co/p/harmeet-dhillon-portland) Liz Dye · Jul 29 [ Read full story ](https://www.publicnotice.co/p/harmeet-dhillon-portland) Bush, at President Franklin Delano Roosevelt’s request, laid out a vision of federal support for science that centered on funding universities to do basic research, saying that as long as those institutions were “vigorous and healthy and their scientists are free to pursue the truth wherever it may lead, there will be a flow of new scientific knowledge to those who can apply it to practical problems in Government, in industry, or elsewhere.” Kratsios’s report is supposed to be the successor to Bush’s, and even apes the format, but this isn’t really a document about science policy. It’s one about ending science research as we know it in favor of shoveling cash at big tech companies. While it might be temping to wave this away as an aspirational policy document, Trump has already begun to shift billions in research funds to AI projects and has taken a hatchet to science funding across the board. He’s teed up the shift Kratsios proposes here, and since neither Congress nor the Supreme Court seem inclined to stop him from doing whatever he wants with taxpayer money, it isn’t doomering or hyperbole to say we are staring down the barrel of a world where the only “science” the government intends to support is for-profit tech and defense advancements. Science for dummies Part of how you can tell this isn’t a document about science is that you are immediately faced with an absolute wall of business-speak of the worst sort. Did you know we must “tightly couple our science and technology enterprises to ensure that groundbreaking ideas invented in the United States are rapidly prototyped, tested, manufactured, and scaled domestically”? You do now! That tone isn’t surprising, because Kratsios has no background in science or research. He has a bachelor’s in political science and spent most of his career working for Peter Thiel at Thiel Capital. After a stint in the first Trump administration as Chief Technology Officer, where he also did not do any science, Kratsios was tasked in 2020 with overseeing the Pentagon’s research budget for a brief time, a position that, as the Wall Street Journal put it, “carries a great deal of power in terms of dictating investment allocations.” He spent the Biden years at Scale AI as “head of strategy,” which you will also note is neither a science nor a research job. But Scale AI has contracts with the Department of Defense and, as the Washington Post wrote in 2023, “has been aggressively pitching itself as the company that will help the US military in its existential battle with China.” And now you have the necessary background for our new golden age, which is going to be a golden age of taking money away from scientists and universities and giving it to companies like Scale AI. A note from Aaron: Working with brilliant contributors like Lisa takes resources. If you aren’t already a paid subscriber, please become one to support our work. 👇 Subscribe In a genuinely galling move, Katsios spends a lot of time slamming universities because of “administrative burdens on researchers” and the “well-documented inefficiencies” in academia, the message being that those damn universities waste the time of amazing researchers with paperwork. Except it’s the administration that is attempting to impose inefficient, unnecessary burdens on those researchers with a proposed Office of Management and Budget rule that would require senior political appointees to approve every science grant and ensure it aligns with Trump’s personal priorities. Researchers would also have to seek prior government approval to attend conferences or publicize their research. And political appointees could terminate any grant at any time if they feel like it. [ ](https://www.publicnotice.co/p/omb-rule-science-funding) [ The murder of expertise ](https://www.publicnotice.co/p/omb-rule-science-funding) Lisa Needham · Jun 11 [ Read full story ](https://www.publicnotice.co/p/omb-rule-science-funding) But when it comes to AI, we’re going to “restore permissionless innovation.” The report proposes to give lucky ducky innovators a pile of cash up front for grants lasting five years or longer, saying “awards should be fully-funded in year one, with all resources earmarked upfront, to minimize administrative burdens and reduce pressure for researchers to generate intermediate results to secure continued funding.” Yeah, wouldn’t want to have to make the Very Special Tech Bros show results or get money parceled out year by year like the plebes at universities. The report also proposes that we should have “fast grants” with “simplified applications requiring just a few pages of writing” because that is definitely how science works, just writing a bit off the dome and getting some cash. [ ](https://www.publicnotice.co/p/trump-ai-action-plan-altman-llms) [ Tech elites are turning AI into ChatGPTrump ](https://www.publicnotice.co/p/trump-ai-action-plan-altman-llms) Paul Waldman · July 29, 2025 [ Read full story ](https://www.publicnotice.co/p/trump-ai-action-plan-altman-llms) Oh, and we should have prizes and challenges, where multiple teams compete. The proposed prizes include incentives like “advance procurement commitments,” which means the federal government agrees to buy whatever is being developed. There’s also “regulatory fast-tracking,” making sure all those great AI thingies don’t have to wait too long to be unleashed on a market. These aren’t incentives to do science. These are incentives to develop things with tax dollars that you can then sell to the government for more tax dollars. In the suggestion that might be the most unhinged, the most very opposite of how both government and research work, our new age will include “golden tickets.” That’s where an individual reviewer in an agency — yes, just one person — can “recommend unconventional proposals that may not pass consensus-driven review panels” because somehow this will “surface valuable ideas too divisive for committees and attract higher quality reviewers by empowering them to exercise independent scientific judgment.” Yes, that’s saying that a random person in an agency should be able to shovel money at some idea even if it can’t pass a review panel, and that the opportunity to do so will attract better employees because apparently all the best minds in science are chomping at the bit to be allowed to unilaterally fund AI research based on their personal vibes. But that isn’t at all how actual science works, and actual scientists aren’t unhappy about review panels. They work collaboratively, not siloed in some secret race to create the next AI chatbot. A 2020 study by the National Bureau of Economic Research examined whether peer review panels succeed in helping agencies predict which research ideas will best advance science. Peer review was better at finding “diamond in the rough” applicants than a single government program official. How about that. Trump always wants a taste It’s painfully clear that what Katsios is trying to do here is turn the whole of government science research and funding into the sort of “move fast and break things” paradigm that is the hallmark of big tech. That method works to line the pockets of tech executives, but it isn’t science. There’s a reason the government funds different kinds of research than private tech companies do. What Katsios either fails to understand or deliberately ignores is that the federal government is the main funder of basic research precisely because it can take a long time for it to bear fruit and is not intended to be profitable as such. “Basic” here does not mean rudimentary or simple, but rather research that is designed to advance scientific knowledge instead of achieving a specific outcome or product. Big tech companies don’t widely fund that sort of research, because it doesn’t make them money. Industry dollars account for only about 20 percent of basic research funding, while the government contributes around 60 percent. Big tech companies and startups do, however, rely on and benefit from that basic research. A 2019 study found that 35 percent of all patents obtained by venture-backed startups from 1976 to 2016 cited federally supported research. Basic research funded by the NIH contributed to every single drug the FDA approved from 2010 to 2016. [ ](https://www.publicnotice.co/p/trump-saudi-nuclear-deal) [ The Saudi nuclear farce and governance by whim and meme ](https://www.publicnotice.co/p/trump-saudi-nuclear-deal) Noah Berlatsky · Jul 27 [ Read full story ](https://www.publicnotice.co/p/trump-saudi-nuclear-deal) Unlike inventing the next ChatGPT, actual science is slow and iterative. Government funding of research that, on its face, would not appear to lead to any big new invention is actually what underpins those big new inventions. If the government hadn’t funded research into desert lizard venom, we wouldn’t know about semaglutide, and we wouldn’t have Ozempic. If research scientists hadn’t studied how bees optimize nectar foraging within a colony, we wouldn’t have the algorithm that assigns internet traffic across computer servers. The report assiduously ignores that a symbiotic, profitable relationship between the federal government, universities, and private companies already exists. Each federal research dollar generates about $1.50 to $3.00 in long-term economic benefits. The $36 billion the government awarded in NIH research funding in fiscal year 2025 generated $94 billion in new economic activity. Trump’s proposed new golden age is intended to strip those billions from universities, resulting in the dismantling of departments and the shuttering of labs. But Katsios has a plan for that: Universities should just become trade schools to churn out no-show STEM degrees! “Require universities and community colleges to embed practical technical training and externships into STEM curricula. Let hands-on experience and industry credentials count toward degrees.” It’s quite the feat to, on the one hand, strip schools of funding for scientific research while simultaneously demanding to control what is taught and, oh, also, colleges need to give degrees to employees at big tech companies just for being employees at big tech companies. The new golden age would also exacerbate the brain drain Trump’s policies have already caused. Nature found that in the first quarter of 2025, US scientists submitted 32 percent more job applications abroad than in 2024. A March 2025 poll by Nature of roughly 1,600 scientists found that over 1,200 said they were considering leaving the country. Europe is investing $565 million to make it a “magnet for researchers” and provide funding for scientists who relocate. The new golden age is also about embedding Trump’s xenophobia into the fabric of American science. The report complains of an “over-reliance on foreign students” that “creates a security challenge our institutions are ill-equipped to address” and that a “reliance on foreign talent sidelines American students.” This is, to put it mildly, nonsense. International students pay far higher tuition and often receive no financial aid. Their tuition dollars are what make it possible for American students to get financial aid. In the 2023-2024 school year alone, international students contributed $43.8 billion to the US economy and supported over 378,000 jobs. Those 1.1 million international students accounted for only six percent of the total number of students in higher education that year, but were such an economic engine that for every three international students, one job was created or supported. It’s impossible not to wonder whether part of Trump’s loathing for universities and their leading role in scientific research is that there is no way for him to corrupt the process and make money off it in the same way he can by giving millions and billions to Silicon Valley types who, in turn, give him millions in cash. There’s no way for his children to invest in universities that the government then gives no-bid contracts to, fattening the family’s bottom line, which is pretty much the Trump sons’ current venture capital practice. Trump and Katsios’s view of science is narrow, cramped, and wrong. We’re not in a crisis, we’re not a failed state. We’ve been a science superpower for decades, and the only thing that threatens that is Donald Trump. Tech bros are already living high off the hog in this administration. They don’t need any more of our tax dollars. Hopefully this new golden age never comes to pass. Thanks for reading Public Notice. This post is public so feel free to share it. Share We’ll be back with more tomorrow. If you appreciate today’s PN, please do your part to keep us free by signing up for a paid subscription. 🚀 Subscribe to PN 🚀 Thanks for reading, and for your support.

Jul 30 • 8:12 AM EDT • Science • publicnotice.co

Sphere Entertainment Q2 revenue rises 11% to $313.6 million

Sphere Entertainment (SPHR) reported second-quarter 2026 revenue of $313.6 million, up 11% from the prior-year quarter. The company reported an operating loss of $61.3 million and adjusted operating income of $50.9 million.The Sphere segment posted revenue of $226.4 million, up 29%, while MSG Networks revenue fell 18% to $87.3 million. The company also cited progress on Sphere Abu Dhabi, National Harbor plans, new content and an extended Formula

Jul 30 • 7:46 AM EDT • Entertainment • quiverquant.com

WNBA suddenly wants to stick to basketball after years of making politics part of the product

The WNBA spent years integrating progressive activism into its product, but now its media wants to refocus on basketball after conservative voices arrived.

Jul 30 • 7:24 AM EDT • Politics • foxnews.com

Why are biomedical scientists being vilified?

Protect those scientists who provide the underlying research that can continue furthering progress toward lifesaving preventions and treatments

Jul 30 • 6:05 AM EDT • Science • news-press.com

Progressives See Their Next Trophy in Michigan

Michigan could give them their biggest prize yet.

Jul 29 • 4:26 PM EDT • Politics • theatlantic.com

Ohtani’s Lingering Knee, Bicep Issues for Dodgers Hinder Pitching Progress

The Los Angeles Dodgers have to navigate Shohei Ohtani's recurring knee and bicep issues for a postseason push.

Jul 29 • 10:53 AM EDT • Sports • sports.yahoo.com

Progressives float ‘Green New Deal’ for health, schools

The bills would help the medical and education sectors prepare for the impacts of climate change.

Jul 29 • 6:18 AM EDT • Health • eenews.net

Progressives float ‘Green New Deal’ for health, schools

The bills would help the medical and education sectors prepare for the impacts of climate change.

Jul 29 • 6:06 AM EDT • Health • eenews.net

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressive Americans are swearing off traditional media.

Jul 29 • 12:02 AM EDT • Politics • seattletimes.com

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressive Americans are swearing off traditional media. They’re turning to independent podcasts, social media and digital news for information. This shift could impact Democratic primaries by...

Jul 29 • 12:01 AM EDT • Politics • sfgate.com

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressive Americans are swearing off traditional media

Jul 29 • 12:01 AM EDT • Politics • abcnews.com

A new media ecosystem is taking root on the left, reshaping Democratic politics

More progressive Americans are swearing off traditional media.

Jul 29 • 12:01 AM EDT • Politics • clickorlando.com

Politics Chat, July 28, 2026

A newsletter about the history behind today's politics.

Jul 28 • 8:14 PM EDT • Politics • heathercoxrichardson.substack.com

New Health Data Unlocks Progress

AI-powered wearable health trackers are transforming healthcare by using massive datasets to predict risks, personalize insights, and empower individuals.

Jul 28 • 4:55 PM EDT • Health • forbes.com

Moments from Nancy Pelosi's four-decade career in politics

Nancy Pelosi is the first woman to serve as the Speaker of the U.S. House of Representatives with a four-decade career as a progressive Democratic icon.

Jul 28 • 1:48 PM EDT • Politics • freep.com

UMW’s Summer Science Institute Showcases Student Discovery From Lab to Lectern

byOne by one, University of Mary Washington students stepped to the podium or stood beside posters, ready to present the results of 10 weeks of intensive research to faculty, classmates and judges. As the symposium progressed, students grew increasingly confident, discussing their findings and fielding questions like seasoned researchers.Now in its 27th year, the Irene […]

Jul 28 • 1:08 PM EDT • Science • umw.edu

See progress of CyTown and the new McFarland Clinic in Ames

Plenty of progress is being made at the Cytown development in Ames, anchored by McFarland Clinic's new building between Jack Trice and Hilton.

Jul 28 • 11:02 AM EDT • Entertainment • amestrib.com

Soros network rebuilds progressive prosecutor push after string of election losses

Soros family pumped more than $1 million into PACs backing progressive prosecutors for 2026 elections, despite recall elections and defeats that removed dozens of district attorneys.

Jul 28 • 6:17 AM EDT • Politics • foxnews.com

Season predictions: Top-six achievable & progress expected

If Jim Goodwin can effectively solve the defensive issues of last season then the top six simply has to be the target, and it feels achievable. Going out on a limb here, I'll say that Idjessie Metsoko will be our best signing. First season back up Goodwin had us finishing in fourth.

Jul 28 • 5:21 AM EDT • Sports • sports.yahoo.com

CMS evaluates one year of health tech progress, announces eight new pledge categories

One year after launching the CMS Health Tech Ecosystem, officials convened in D.C. to celebrate the Trump administration modernizing health technology.

Jul 28 • 4:30 AM EDT • Health • statnews.com

Incoming Apple CEO aims to build on movie and TV progress

Apple's incoming CEO, hardware chief John Ternus, ‌said he was committed to building on the company's momentum in the entertainment business when he takes the helm of the iPhone maker in September.

Jul 27 • 11:39 PM EDT • Technology • reuters.com

Incoming Apple CEO aims to build on movie and TV progress

By Rollo Ross LOS ANGELES, July 27 (Reuters) - Apple's incoming CEO, hardware chief John Ternus, said he was committed to building on the company's momentum in the entertainment business when he takes the helm of ​the iPhone maker in September. The tec...

Jul 27 • 11:39 PM EDT • Entertainment • wtvbam.com

Misfolded insulin may be quietly driving diabetes

Researchers found that insulin-producing cells depend on a team of helper proteins to keep insulin production on track. When one key partner was missing, damaged proteins built up and the cells made less insulin. Strengthening this system could offer a new way to protect the pancreas as diabetes progresses.

Jul 27 • 8:00 PM EDT • Science • sciencedaily.com

Palmetto Sports Daily: Panthers wrap first week of training camp, ‘It Just Means More’ turns 10

On today’s episode of Palmetto Sports Daily, the crew discusses Panthers EDGE Nic Scourton going down with a knee injury, and Stephen Garcia speaks to WIS on his progress during SEC Media Days.

Jul 27 • 6:39 PM EDT • Sports • wistv.com

Republicans decry a new Democratic Socialists of America platform as Dem primaries split the party

A new platform from the progressive Democratic Socialists of America is sparking Republican attacks.

Jul 27 • 3:33 PM EDT • Politics • pbs.org

The New Face of Progressive Politics in Japan

Can a mother dreaming of peace for children lead the most progressive political party in Japan?

Jul 27 • 10:40 AM EDT • Politics • fpif.org

BMO Celebrating Women Grant Program Marks 10 Years, Reaching $1 Million in Support for Canadian Women-Owned Businesses

BMO, in collaboration with Deloitte, today announced the 2026 recipients of its BMO Celebrating Women grant program, an annual initiative dedicated to supporting real financial progress for women-owned businesses.

Jul 27 • 8:00 AM EDT • Business • finance.yahoo.com

Did League Cup come too early for Saints?

Does the League Cup group stage come too early in the season for teams like St Johnstone? Simo Valakari's side were one of two Premiership sides, Falkirk were the other, that failed to progress to the last 16 of the League Cup. St Johnstone finished third in Group F with seven points after their 1-1 draw with East Fife, which Dick Campbell's side snagged a bonus point in after winning the shootout.

Jul 27 • 6:37 AM EDT • Sports • sports.yahoo.com

Fertitta Entertainment’s buyout of Caesars progresses

Fertitta’s $17.6B all-cash Caesars deal advances after a Nevada Gaming Board hearing.

Jul 27 • 6:33 AM EDT • Entertainment • seekingalpha.com

After voting against rent control, a Providence councilman’s political future is at stake

Progressive groups are trying to oust Councilman John Goncalves, and the race for his Ward 1 seat may be seen as a proxy for the mayoral contest.

Jul 27 • 5:55 AM EDT • Politics • bostonglobe.com

Can a Progressive Win in a Purple State? Abdul El-Sayed Wants to Find Out.

Michigan’s Aug. 4 primary is a critical front in the fight between Democrats’ progressive and moderate flanks and a preview of the 2028 presidential primary.

Jul 27 • 5:05 AM EDT • Politics • nytimes.com

Black voters may decide the nation’s biggest Democratic primary. Many are clearly against the more progressive option

Abdul El-Sayed is seeking to deliver the Democratic Party’s progressive insurgency its biggest win yet in the Michigan Senate primary. But he is running into resistance among Black voters, many of whom say the establishment he eschews has delivered for them in important ways.

Jul 27 • 5:00 AM EDT • Politics • cnn.com

WEST SEATTLE ARTIST: Another new business mural

On Saturday, we showed you the new mural at Circa (WSB sponsor). Today, a reader report reveals another new West Seattle business mural: That's artist Elie Flanagan. Alki resident Geraldine happened onto Elie and her work in progress outside Alki Coffee Co. and Ben & Jerry's Ice Cream (2742 Alki SW) on Saturday, and noted the theme fits ...

Jul 26 • 7:46 PM EDT • Business • westseattleblog.com

Exclusive | United Approached Delta Last Year About Merging Airlines

United Chief Executive Scott Kirby called Delta’s CEO to discuss a potential deal but the talks didn’t progress, according to people familiar with the matter.

Jul 26 • 2:12 PM EDT • Business • wsj.com

Jeffries Not Committing to Holding Votes on Progressive Issues

Jul 26 • 11:01 AM EDT • Politics • cnn.com

The Galaxy Z Fold 8 is Samsung preparing for battle, but is it enough?

There was a bit of an undertone present in Samsung’s latest Unpacked keynote. Not one of progress or triumph, but...

Jul 26 • 9:00 AM EDT • Technology • 9to5google.com

Katie Wilson tries to find balance in move from organizer to mayor

Wilson said she’s trying to make the right decisions for the city, but admits the balancing of her time, priorities and projections is still a work in progress.

Jul 26 • 9:00 AM EDT • Politics • seattletimes.com

Goals will come for Kilmarnock, says Kiltie

Greg Kiltie has "full faith" Kilmarnock will find their scoring form once the Premiership season gets under way. Despite creating a slew of chances, the Ayrshire side drew a blank in a goalless draw at Peterhead in their final Premier Sports Cup group game on Saturday. Despite losing the penalty shootout, a point was enough to ensure they finished top of Group H and progressed to the last 16.

Jul 26 • 7:20 AM EDT • Sports • sports.yahoo.com

Massachusetts Democratic Senate primary sets up a battle of generations

Rep. Seth Moulton, a frequent critic of the old guard of Democratic leadership in Congress, is now taking on one of his party’s progressive stalwarts.

Jul 26 • 6:30 AM EDT • Politics • cnn.com

Hernández Nearing Dodgers Return From Triple-A

Kiké Hernández continues making progress in his rehab assignment and could rejoin the Los Angeles Dodgers next week.

Jul 25 • 10:00 PM EDT • Sports • sports.yahoo.com

'No panic' despite shock cup exit, says Valakari

St Johnstone boss Simo Valakari insists there is "no panic" from him despite his team suffering a shock exit from the Scottish League Cup. A draw with third-tier East Fife ensured Saints could not progress from the group stage.

Jul 25 • 1:43 PM EDT • Sports • sports.yahoo.com

Democrats pick new Senate candidate in Maine in aftermath of Platner debacle

Troy Jackson won his party's nomination by commandeering the progressive movement that fueled Graham Platner's rise. He will face off against GOP Sen. Susan Collins in November.

Jul 25 • 11:31 AM EDT • Politics • washingtonpost.com

Troy Jackson Picked to Replace Platner as Democratic Nominee in Maine Senate Race

Mr. Jackson, a progressive former State Senate president, clinched the nomination at a hastily arranged state party convention.

Jul 25 • 11:30 AM EDT • Politics • nytimes.com

Science Made Ice Cream Better - And For Some, That's Worse

Nostalgia says things were always better when you were a child. Sometimes that is objectively true. McDonald's french fries were better, for example, before shoddy epidemiology and progressive

Jul 25 • 10:43 AM EDT • Science • science20.com

Erie KFC on Peach Street cited for 15 health code violations in 2026

Erie County is monitoring the Peach Street KFC restaurant's progress toward cleaning up after being cited for multiple health code violations in 2026.

Jul 25 • 5:07 AM EDT • Health • goerie.com

Academy of Science and Medicine expansion ‘on schedule,’ EVSC says

The EVSC says progress is on schedule, and it will bring in a lot of new features, and will be a great opportunity for students.

Jul 24 • 7:23 PM EDT • Science • 14news.com

Michigan Gov. Gretchen Whitmer endorses Haley Stevens in Democratic US Senate primary

Michigan Gov. Gretchen Whitmer has endorsed Rep. Haley Stevens in the Democratic primary for U.S. Senate over progressive Abdul El-Sayed

Jul 24 • 4:06 PM EDT • Politics • washingtonpost.com

Who needs what in Premier Sports Cup?

With one round of fixtures left in the Premier Sports Cup group stage, who needs what to progress this weekend?

Jul 24 • 2:37 PM EDT • Sports • sports.yahoo.com

Zohran Mamdani shakes politics far away from New York City

These days, everyone wants a piece of Zohran Mamdani. Progressives hang on to his every word and say more Democratic politicians should be like him. Moderates fear him and worry he has too mu…

Jul 24 • 6:00 AM EDT • Politics • thehill.com