November 3, 2026

EVERY TIME I’M CONVINCED WE’RE IN AN AI BUBBLE, ALONG COMES A STORY LIKE THIS ONE: Palantir reports booming U.S. commercial revenue growth, topping government for first time.

Revenue nearly doubled from a year ago and blew past $2 billion for the first time ever, Palantir said. Net income more than doubled to $1.13 billion, or 44 cents per share, from about $476 million, or 18 cents per share.

“I don’t believe anyone’s had consistent results like this in the history of software AI, ever,” CEO Alex Karp told CNBC’s Seema Mody in an interview, adding that the business is succeeding without salespeople.

Palantir has long been known for its strength in the government sector, but its commercial segment caught up in Q3.

Anthropic just reported a solid quarter, too.

Posted at 10:39 am by Stephen Green

I DON’T KNOW IF I NEED A LUNAR ROVER…:

…and there would certainly be some discussion with my wife over where to put it.

But hats off to Georgia Tech AstroX Lab for open-sourcing one.

Posted at 10:23 am by Stephen Green

DISPATCHES FROM THE OCCUPIED ZONES: Mamdani’s Massive Real Estate Swindle Just Took a Huge Step Forward. “New York City’s Commie-Islamie Mayor Zohran Mamdani imposed a rent freeze earlier this year, and now the nation’s two biggest mortgage backers just made it ‘impossible or extremely difficult for landlords to get financing.’ If your first response isn’t to laugh at this news with a hearty ‘Gooder and harder, NYC!’ you might not want to read the rest of this column — but we have some serious stuff to cover, too. So stick around.”

Posted at 10:08 am by Stephen Green

PRIORITIES:

Posted at 9:52 am by Stephen Green

WHICH WAY, CALIFORNIA? Billionaire tax puts California’s economic future before midterm voters. “Proponents of the billionaire tax argue that it would bring in about $100 billion in revenue from the roughly $2.3 trillion in wealth held by the state’s billionaires in mid-2026, though a recent analysis suggests the tax could permanently shrink the state’s tax base over the long-term and with losses exceeding near-term revenue gains.”

Posted at 9:37 am by Stephen Green

WELL PUT:

Posted at 9:21 am by Stephen Green

KRUISER’S MORNING BRIEFING: Dems Will ‘Protest’ Anyway, So Let’s Give Them a Good Reason To. “We live in an ever-changing world, but one reliable constant is that the Democrats will always be on their worst behavior. I remarked many times during the God-awful Biden puppet presidency that the Democrats never once acted like they got everything that they wanted in the 2020 election.”

Posted at 9:06 am by Stephen Green

ROBERT STACY MCCAIN: The End of Polls and Predictions.

Election Day 2026 has finally arrived, bringing with it the merciful end of polls and predictions being presented as “news.” Back in the late 1990s, when I was an assistant national editor at The Washington Times, I sort of assigned myself to be the weekly poll aggregator during election season. This was before Real Clear Politics had become the one-stop source for election polls. It was also pre-Google, when scouring the Internet was done with search engines like Dogpile and others whose names I can’t recall. Each week, using the crude tools available, I would gather up every relevant poll I could find online and compile the results for a graphic that would run in the main news section.

Having been an accumulator of polling data through multiple election cycles, I learned a lot about the variation in quality, and became quite skeptical of polls in general. The fact that deliberate frauds have recently been revealed in the polling racket should serve as an exclamation mark on warnings about the reliability of these numbers. The best way to respond to any election prediction is always, “We’ll see.”

It’s amazing to me that there are people all over X/Twitter giving their analysis of the election before a single vote has been counted: “Trump is to blame for this disaster” is a typical reaction based on a Republican Doomsday reading of the polls, which might be valid, but we don’t know yet.

Vote.

Posted at 8:50 am by Stephen Green

BEYOND CENSURE: I Saw Slotkin Threaten GOP Staff. She Deserves An Ethics Probe.

While free speech is absolutely an American bedrock, our society and law have long recognized that threats of harassment and other potentially illegal behavior do not constitute free speech. Here is what I would like to see instead of censure that would protect these basic free speech norms forbidding government intimidation of law-abiding citizens.

First, the Senate Select Committee on Ethics should open a preliminary inquiry based on the complaints of myself, the Center to Advance Security in America (CASA) formal filing, and anyone else who has come forward about this threat.

Second, Sen. Slotkin should publicly answer these three questions: Was the purpose of the “deterrence message” to discourage young people from taking lawful jobs in the executive branch? Does she believe a senator may use investigations, or the threat of them, for that purpose? Would she say the same if a Republican senator said it about staffers in a Democratic administration?

Third, the committee should reach a clear determination based on the facts presented. If the committee concludes Sen. Slotkin did not breach the Ethics Manual, it should say so and explain why. Make the line explicit for senators and citizens alike.

Sounds great. Won’t happen.

Posted at 8:35 am by Stephen Green

CONSERVING CONSERVATISM MOST CONSERVATIVELY…:

…by nationalizing the assets of those who have fallen out of political favor.

Posted at 8:19 am by Stephen Green

VERY OUTGOING: ‘Outgoing and Friendly’ California Engineer Wanted to Kill Infidels and ‘Die in the Cause of Allah.’ “On LinkedIn, Ammaad Akhtar describes himself as a ‘mechanical Engineering graduate. Outgoing and friendly with a strong motivation for success.’ And he was no doubt all of those things, but there was another side to Ammaad Akhtar as well. The Department of Justice revealed that Akhtar pleaded guilty on Friday to ‘attempting to provide material support to a designated foreign terrorist organization.'”

Posted at 8:04 am by Stephen Green

FINALLY:  My new book—WHY WE WALK ON EGGSHELLS:  How Our Civil Rights Laws Stifle Our Civic Discourse–is being officially released TODAY!

Here’s the way the book is described in on the Amazon web site:

What happens when left-of-center ideas on matters of race or sex can’t be challenged in polite company? Free from criticism, they slowly grow increasingly extreme, eventually losing touch with reality. This is how we find ourselves in the Woke Era. In Why We Walk on Eggshells, Gail Heriot sketches out the practical incentives created by our civil rights law and policies that caused the woke ideology to develop and flourish. One of the most important of those incentives was the Civil Rights Act of 1991, which for the first time made employment-discrimination lawsuits–including those based on harassment–lucrative for plaintiffs. Employers understandably panicked and started requiring what came to be called diversity, equity, and inclusion (DEI) training to ensure that employees would never say anything, no matter how trivial or even how true, that might be considered offensive. Employees were urged to walk on eggshells. Even statements like “I believe the most qualified person should get the job” were often forbidden. Slowly workplace culture (and eventually American culture in general) evolved to resemble the culture that had taken hold on college campuses more than a decade earlier as a result of another of the many wrong turns in civil rights law–the Supreme Court’s fateful decision in Regents of the University of California v. Bakke(1978).Why We Walk on Eggshells is a masterful treatment of the legislation and judicial decisions that helped give birth to the Woke Era. It is for anyone who wants to grapple with how we arrived at our present woke crisis and discover a way out of it.

I hope you find it worthy of a read.

Posted at 7:56 am by Gail Heriot

SETH MANDEL: Democrats’ Day of Rage.

The background to this is the intra-Democratic Party explosion over Haley Stevens endorsing a Republican.

Until Sunday, Democrats had managed to avoid projecting the same convulsive anger that has come to define the campaign of Abdul El-Sayed, the grouchy left-wing bureaucrat running for Senate in Michigan against the former GOP congressman Mike Rogers.

El-Sayed’s hair-trigger temper has dogged him all campaign but especially since his ties to extremists have come to light and even landed in the New York Times, albeit couched in terms that obscure their significance. Those revelations filled in the picture that was outlined earlier in the campaign when El-Sayed made excuses for a terrorist who attempted to murder dozens of Jewish children in Michigan—“hurt people hurt people,” he said—and then refused to apologize for his justifications of horrific attempted violence. These days he spends his time snapping at reporters who ask him questions.

All of this made El-Sayed’s defeat of Haley Stevens in the Democratic primary the beginning, not the end, of his troubles.

Still, Democrats backed El-Sayed, a fanatically obsessive anti-Zionist with a temper.

That certainly tells you where the party is now — particularly since El-Sayed’s primary win seems to have been due to dirty tricks on his behalf: Sick trolls fess up to making fake polls that helped Abdul El-Sayed in Michigan: ‘Far too easy.’

Posted at 7:33 am by Stephen Green

LOL, TOM NICHOLS.

Posted at 7:22 am by Glenn Reynolds

“CONSPIRACY THEORY” NOW JUST MEANS “SLIGHTLY AHEAD OF THE NEWS CYCLE”:

Good thread. Check it out.

Posted at 7:17 am by Stephen Green

TAKING STOCK OF THE TRUMP ADMINISTRATION’S VICTORIES:

Reagan speechwriter Peggy Noonan, who endorsed Obama in October of 2008 and praised Kamala Harris in the summer of 2020, is “unexpectedly” displeased by the developments of the last two years:

 

 

Posted at 7:14 am by Ed Driscoll