Good Morning And welcome back to The Morning Rundown.
Hey, Good to have You With US. Grab The coffee, Maya And I will handle The headlines.
Yeah, Yeah, Wevee got You. Today, Weree starting at The Border. New polling On ICE,
Democrats pushing Body cams And extra warrants, And Trump redeploying 700 officers For What
looks like Big optics, But softer interior enforcement. Right. So Welll get into What
That actually means For safety In your town, Not just DCC. talking points. Then We pivot to tech
And markets. Anthropic drops A New AII. coding tool. Wall Street freaks out. Asia follows. And
like everyone suddenly thinks robots Are coming For their stock portfolio. Spoiler,
Dontt panic sell On AII. hype. But Do update your Microsoft Office Because That New patch tied to
Russian hackers Is The real story. Exactly. And Welll close With The latest Epstein Fallout,
Comer circling The Clintons, Big name resignations, And whether This Is actual
Accountability Or elites cleaning Up their brands late. A lot of folks In Power suddenly
discovering standards once The public's watching. Stay With US. Letss jump Right into USS. politics,
Immigration And law enforcement. Crisp SEGMENT one starts now.
This First story Is one That actually changes What happens On your Street,
Not just In DCC. headlines. Yeah, Totally. New polling says about Two thirds of Americans think
ICE Has, quote, gone too far. That Sounds huge. But What does That really mean, David? Right. So
This Is where The nuance matters. The top line Is roughly 66 percent say ICE Has gone too far at
times. That doesn't mean Two thirds want open borders Or to abolish ICE. Exactly. Pollsters
Are basically capturing discomfort With specific tactics, raids at workplaces, stories about mixed
status families being split Up. People can want enforcement And still think, OK, This feels heavy
handed. Right. Like Most Americans still say They want A secure Border. They want laws enforced.
They just Dontt love seeing videos of Agents banging On doors at 5 a.m. With kids inside. Yeah.
And The other thing Is These questions Are often worded as Has ICE gone too far at least sometimes.
So If You think occasionally They mess Up, You end Up In The gone too far bucket. So Itss more
Do You think there have been excesses? Not Should We shut ICE down tomorrow? Exactly. Most surveys
still show solid majorities against abolishing ICE. Even among independents And A chunk of
Democrats, Theress support For interior enforcement If Itss targeted at criminals And Cartels. And
That If Is The key Because Democrats Are taking This polling And saying, See, Voters want dramatic
change at ICE. Right. So Theyree pushing This Big package. Masks, Body cameras, judicial warrants,
all tied into funding talks. On paper, Thatss under A law And order banner. But David,
Is This really law And order Or Is It law And orderish branding? A little of column A, A little
of column B. Masks And Body cams Are basically about Accountability And optics. Body cameras,
I think Most conservatives Are actually open to That. Same way We Are With local police.
If It protects Good officers from false claims And documents bad behavior, fine. Yeah. I Dontt hate
cameras. I Do side eye The selective outrage, though. Like You can't spend years calling ICE
racist thugs And Then suddenly be The We back The blue party Because It polls better In an
election year. Thatss The thing. Theress This pivot. Democrats realizing defund was A political
disaster. So now Itss reform And fund, But With strings attached. Letss talk warrants, Because
Thatss A Big one. They want ICE to get A judicial warrant For A lot more interior arrests. Sounds
reasonable until You, like, remember Immigration law already uses A different standard. Exactly.
ICE currently operates mostly On administrative warrants, which Are part of civil Immigration law.
Shifting to judicial warrants For routine enforcement would massively slow things.
Johnson.
If Youree A legal immigrant living In A rough neighborhood, Are You safer If ICE basically
can't touch anyone unless A judge signs off Every time?
Idd argue No.
The People who benefit Most from interior enforcement Are often other immigrants In
working class communities who deal With gangs And trafficking.
And That part almost never makes The headline.
Nope.
Okay, last piece here.
Trumpss team pulling about 700 Immigration officers from places like Minnesota And sending
them to The Border.
The administration says, Weree In A Crisis.
We need bodies at The line.
Yeah.
So These Are ICE officers who normally Do interior work, tracking down visa overstays,
fugitives, That kind of thing.
In White House argument Is If The House Is On fire at The Border, everyone grabs A hose.
And politically, Itss great optics.
For sure.
You get visuals of more Agents, more trucks, more drones On The Border.
But The tradeoff Is Fewer resources going after People already inside The country who've
ignored court orders Or committed crimes.
So, like If Youree In Minneapolis And you've been calling about A known gang House, You
might See even less follow Up now?
Yeah.
Thatss The risk.
Border looks tougher.
Interior gets softer.
If Cartels And smugglers Are smart, And They Are, they'll adapt to where Weree weaker.
So you've got Democrats saying slow ICE down With New rules And Trump reassigning officers
For The cameras at The Border.
And The average person just wants Fewer criminals In their neighborhood And less chaos at The
Border.
Thatss where The public actually Is.
Secure Border, humane system, clear rules, And some basic respect For Agents doing A
hard job.
So, bottom line, That gone too far headline Is real, But Itss Not A mandate to gut enforcement.
Itss more A warning shot.
Do This job, But Do It The Right way.
Exactly.
And If either party overreads That And goes to an extreme, It will backfire.
There And shift gears.
Speaking of things That can backfire, Up next, Anthropic drops A New AI tool, markets
freak out, And suddenly software stocks Are like, uh, Are We obsolete now?
Plus, Bitcoin tumbling, Asia In The red, And A Big Microsoft security patch tied to Russian
hackers.
Stick around.
While everybody's watching The Border, Wall Street And Silicon Valley had A rough night.
Yeah, Itss like Weree arguing about ICE poles And Body cams, And meanwhile, The market's
over here having an identity Crisis.
Exactly.
So, headline version, tech got hit hard.
You had This New Anthropic AI announcement freak People out, software names sold off,
Bitcoin slipped, And Asian markets, especially Koreass Kospi, took A hit.
Letss start With Anthropic Because, um, Every week Theress A revolutionary AI tool.
What was different about This one That actually spooked investors?
The pitch was basically, This tool can write, debug, And maintain code at A Pretty advanced
level.
So, If Youree holding A bunch of stock In companies That sell developer tools Or outsourced
coding services, You suddenly go, wait, does This eat my lunch?
Right.
The whole AI Is coming For your job thing, But now pointed straight at software engineers
And vendor companies.
Yeah.
And markets, especially Right now, Are hypersensitive.
Big funds Are asking, who survives The AI arms race, And who gets commoditized?
I mean, I get why investors flinch, But Also, Wevee heard This song before, No more coders,
The robots have It handled, And Then In practice, The tools Are buggy, need Oversight, And companies
still hire like crazy.
Totally.
Idd say This was less about The actual product, And more about The narrative.
When The story shifts from AI lifts everyone, to AI lifts AI.
Ipix Winners And Losers, The weaker names get punished First.
And Itss concentrated, Right?
Like If Youree Not one of The giants, Microsoft, Amazon, maybe Anthropic Or OpenAI, Youree
automatically In The maybe roadkill bucket.
Thatss The fear.
Plus rates Are still high.
So Anything That looks even A little risky, A little overhyped, People sell First And
ask questions later.
So basically AI Plus expensive money equals panic.
Pretty much.
OK.
Connect This to The broader Tech-Led selloff.
Because You mentioned Bitcoin, The Kospi, all of Asia looking shaky.
Yeah.
So Bitcoin dropped back.
Nothing catastrophic, But enough to remind People That The whole everything only goes
Up phase Is over.
In Korea, The Kospi slid Because Itss stacked With chip makers And tech exporters.
When tech wobbles, Asia feels It.
And those markets Are already super tied to This AI chip story.
Exactly.
So investors think AI demand might be slower than The hype Or That only A couple of firms
capture The value.
You get This domino effect.
Big tech jitters In The USS., Then weakness In chip names In Korea, Then broader Asian
risk off.
And under all That Is What You always say, David, interest rates Are The gravity.
Yeah.
Gravityss still On.
With higher rates, those Big future profit stories Are harder to justify.
So When A headline hits, Anthropic tool, whatever, It becomes A trigger For People
who Are already nervous to hit sell.
Youree listening to This On The way to work.
The takeaway Is Not AI killed The stock Market.
Itss more The AI hype bubble Is getting tested.
Thatss A Good way to put It.
All Right.
Letss pivot to something way more practical, getting hacked through Microsoft Office.
Because This, to me, Is The real world side of all This fancy tech talk.
Yeah, This matters For regular People.
Microsoft pushed A security patch after USS. officials said A Russian state-linked group
was exploiting an Office vulnerability.
So This isn't just some random teenager In A basement.
This Is Moscow.
Right.
These Are The Same style of actors Wevee seen go after government agencies, infrastructure,
think tanks, You name It.
But They often get In through really basic stuff, an unpatched Word Or Outlook, A malicious
email attachment.
So What Do average users actually need to Do here?
Like If my mom Is listening, what's her move?
Two things.
First Is update.
If You use Office, let The update run.
Dontt Keep hitting remind me later For six months.
Guilty.
Second Is be paranoid With attachments And links.
If You weren't expecting That invoice Or doc file, Dontt open It.
I mean, This Is What scares me about all The AI hype.
Weree talking about smarter And smarter tools, But We can't even get basic patching And phishing
hygiene Right.
Exactly.
Our digital infrastructure Is fragile.
Itss A bunch of Legacy systems, half-updated software, And humans who Are busy And distracted.
And foreign Intel services know That.
Theyree Not always doing some Oceanss 11 hack.
Theyree just waiting For You to click The wrong thing.
Yep.
So compared to everything We just said about markets, Dontt panic sell On AI headlines
But Do panic update your software.
Thatss The priority.
Thatss The pull quote.
Dontt panic sell, panic update.
And If you've got A small business, by The way, This Is even more important.
Youree A softer target than A Big bank, But You can still get hit With ransomware.
All Right.
So to wrap This one, AI tools may Or may Not be world-ending For software jobs.
Markets Are jumpy.
But your best move Today Is update your apps And Keep living your life.
Exactly.
And Speaking of updates, after The break, Weree going to talk about some very overdue
updates For powerful People.
Yeah.
Wevee got House Republicans trying to haul The Clintons In over Epstein, elites losing
jobs And titles, even royals getting shuffled out of palaces.
Stay With US.
Weree asking whether This Is real Accountability Or just politics picking which villains to
spotlight.
Done The Morning Rundown.
OK.
So markets react In milliseconds to AI headlines.
But When It comes to holding powerful People accountable, It takes A lot more than A few
minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
It takes A lot more than A few minutes.
Hannibal. Glacial speed. Exactly. And Thatss where This latest Epstein Fallout comes In.
House Oversight Chair James Comer Is pushing to force Bill And Hillary Clinton to testify
about their ties to Jeffrey Epstein. Subpoenas, sworn testimony, The whole thing.
Republicans Are saying, If Democrats can drag conservative witnesses For January 6th,
Then We can drag Democrats On Epstein. Itss The precedent argument.
And A lot of regular People hear That And go, Honestly, Good. Because For years,
Itss felt like Theress A separate justice track For elites.
Theress Also A real question here. Is This about truth Or just revenge politics?
Thatss The tricky part. Epsteinss network clearly involved powerful People On both sides.
Flight logs, donations, all of It. For A long time, The attitude was, Dontt ask too many questions.
And Democrats built A lot of their messaging around, No one Is above The law When It came
to Trump. So If They suddenly say, Not The Clintons, Thatss A witch hunt, It looks hypocritical.
At The Same time, People Are tired of Congress using real victims' trauma as A political prop.
If This Is going to happen, It Should be about exposing who enabled Epstein And making sure It
can happen again, Not just scoring cable news clips. 100%. But even Beyond Congress,
Youree seeing This slow motion reckoning hit other institutions. Brad Karp, The powerhouse
Chair at Paul Weiss, Is facing reputational damage over past Epstein-related work. David A. Ross In
The art world Is stepping away from leadership after questions about connections And who looked
The other way. These aren't fringe People. Theyree The gatekeepers, The ones sitting On museum boards,
shaping Big lawsuits, deciding which charities get money. For years, A lot of them Were perfectly
happy to cash checks, sit at dinners And pretend Epstein was just A quirky rich guy With an island.
But everyone had heard The rumors. I think What lands For People Is You miss A car payment,
Youree In collections. These guys can be tied to an actual sex trafficker And They Keep their jobs
For decades. Thatss The double standard. So When They finally resign years after Epstein Is dead,
Itss like, OK, But where was This backbone When It mattered? Is This Accountability Or Is This
brand management? Crisis PR disguised as A moral awakening. Exactly. Wevee Also got Melinda French
Gates being more vocal about philanthropy And Power. Prince Andrew losing his royal residence.
He only really faced consequences once The public outrage became impossible to ignore.
Not When accusations First surfaced, Not When victims spoke Up, When It became A PR nightmare.
Same pattern. Institutions act only When silence costs more than action.
Here's What Imm wrestling With. Are We finally moving toward one standard
Or Is This just selective Accountability That happens When Itss politically convenient?
Idd say Itss partial. Weree closer than We Were 10, 15 years ago,
But Itss still mostly driven by optics, Not principle.
So basically, If Theress enough public pressure And headlines,
Then suddenly everyone finds their conscience. Yeah. Itss like markets. Fear moves People.
Except here, Itss fear of Voters And donors instead of fear of losing money.
But It Also means public pressure actually works. Exactly. People calling offices,
canceling donations, posting evidence. Those things force institutional change.
For listeners, The Big thing to watch Is, does Comer actually get These Clinton hearings
scheduled? And If He does, Is It A circus Or serious fact finding?
Also watch For which other names step down quietly from boards as more Epstein documents service.
If You See A drip of resignations In finance, academia, non-profits,
institutions Are bracing For revelations. And We Should say This clearly. Hoping For
Accountability isn't The Same as cheering For chaos. Wanting one standard of justice
Is basic fairness. Keep an eye On any Subpoenas That
actually get enforced, New document dumps from Courts,
And resignations With suspiciously vague family time language.
Yeah, That line Is doing A lot of work These days.
It really Is.
Tech markets swing overnight, But Accountability takes pressure And time.
Thanks For starting your Morning With US On The Morning Rundown.
Welll See You tomorrow.
Alright, Thatss The Morning Rundown.
If You remember one thing Today, Itss This.
That ICE polling doesn't mean America wants open borders.
People want enforcement Thatss tough And actually fair.
Yeah, And When politicians play games With redeploying officers just For optics, Maya,
regular communities pay The price.
Elections have consequences On The ground, Not just On cable news.
Exactly.
So, um, Stay informed, Not just headline-triggered, whether Itss Immigration, AI sell-offs, Or
The latest Epstein Fallout.
And Hey, If This helped You cut through The noise, hit subscribe, leave A quick review,
And share It With A friend.
Thanks For starting your day With US.
Welll be back tomorrow With your next Morning Rundown.
See You Then!