I Wonder What Anti-Democratic Surprise Trump Has Up His Sleeve For The 2026 Midterms

by Shelt Garner
@sheltgarner

As I’ve said before — the monster always come back one last time in the horror movie, so I have to assume that Trump is going to swoop in and do something dramatically anti-democratic before the 2026 midterms.

What that may be, I don’t know.

I assume whatever it is will be egregious and probably in some way superficially legal so Trump gets away with it.

This is when I note, again, that this fall could be an autocratic tipping point on way or another. It could be that the country could buckle and we have something akin to a civil war or a revolution.

But I have serious doubts about that. Blues just don’t have it in them to do such a thing, even if it might, in a sense, be necessary. But we’ll see.

The Future Of Suno (& Spotify?)

I’m extremely conflicted about Suno the AI music generating site. And I mean that in the most literal sense. On one hand, I can easily imagine myself getting really into it. Over the years, I have generated—there’s that word again—a ridiculous amount of useless song lyrics that were never going to become actual songs. They were little verses, choruses, hooks and fragments that amused me for a while and then simply sat there because I don’t have a band, a producer or a recording studio. Historically, that was where the process ended. You could write all the lyrics you wanted, but unless you had some musical ability or knew the right people, they remained lyrics rather than songs. Suno changes that equation in a way that is enormously tempting to me.

The appeal is obvious. I could sit down, write lyrics about artificial intelligence, heartbreak, Richmond, the end of the world or whatever other subject happens to be rattling around in my head, and then actually hear something resembling a finished song come out the other side. That’s kind of amazing. For someone who has written a lot of lyrics without ever really having a practical way to turn them into music, a tool like Suno suddenly closes the gap between writing words and hearing a song. I can absolutely see myself losing an afternoon to that.

And yet I also kind of hate what this technology could do to music.

The nightmare scenario is obvious: the music industry gets absolutely flooded with AI slop. Not thousands of songs, but millions upon millions of songs, generated cheaply and instantly in every imaginable genre. Songs engineered to imitate whatever style is currently popular. Songs designed to game recommendation algorithms. Songs that sound enough like Taylor Swift or Radiohead or Fleetwood Mac to scratch the same itch without technically being copies. At some point, the supply of music could become effectively infinite, and I’m not sure anybody really knows what happens to culture when that occurs.

The problem, of course, is that bad AI music isn’t much of a threat. If it sounds fake, derivative or just plain awful, then human musicians don’t have much to worry about. The much more interesting—and much more unsettling—possibility is that AI-generated music becomes genuinely good. That’s why a song like “I’m Upping My P(doom),” as interpreted by Mexicat, gets my attention. It’s actually a bop, as the kids say. And I find that much more disturbing than if it sucked, because once AI can consistently produce music that people genuinely enjoy, the conversation changes completely.

At that point, one of the obvious secondary effects would be some kind of fusion between a music generator like Suno and a streaming service like Spotify. I don’t necessarily mean those exact two companies, but the model seems inevitable. Spotify already knows what you listen to, what you skip, what you replay and what genres you suddenly become obsessed with for two weeks. It probably has a reasonably good model of your taste already. Add generative AI to that and suddenly Spotify doesn’t merely have to recommend music to you. It can make music for you.

Imagine opening Spotify a few years from now and finding a song that didn’t exist ten seconds earlier. The system knows that you like a certain tempo, a certain kind of vocal, a certain era of production and a certain emotional tone. Maybe it knows you’ve been listening to a lot of early Talking Heads lately, or melancholy Radiohead, or 1980s synthpop. Instead of searching its catalog for something close to what you might want, it simply generates a new song tailored to those preferences. If you don’t like it, you skip it, and the next one is adjusted accordingly.

That would represent a pretty profound change in the relationship between audiences and music. Historically, an artist created something first and an audience discovered it afterward. Even Spotify’s recommendation algorithm still operates on that basic model. The song already exists. The system merely tries to figure out whether you might enjoy it. Generative music reverses that relationship. The listener comes first and the song comes afterward. Instead of asking, “Which existing song would this person like?” the system asks, “What song should exist right now for this person?”

That is both fascinating and deeply weird.

It also raises another possibility that I think could become important: some of these bespoke songs might escape their original audience. Imagine an AI generates a ridiculously catchy song for one person. That person shares it with friends. Somebody posts it online. Suddenly millions of people are listening to a song that was originally created for an audience of one. There is no particular reason that couldn’t happen. In fact, if enough personalized music is being generated, you’d expect at least a few songs to accidentally turn out to have mass appeal.

Celebrities could make this even stranger. Imagine Taylor Swift using generative music tools to create songs for herself, perhaps about things happening in her life. Maybe she generates dozens or hundreds of little experiments that nobody else ever hears. A song about Travis Kelce. A song about some argument. A song about waking up in Paris. A song based on something funny one of her friends said. Most of them remain private, but every now and then one of them absolutely bangs, so she releases it.

Would Taylor Nation care that an AI had played a major role in generating the song? Maybe. But maybe not as much as we assume. Part of Taylor Swift’s appeal has always been autobiographical. Fans aren’t just listening to a melody; they’re listening for clues about her life, her relationships and her emotional state. If Taylor released a song and said, “This is what I was thinking about last Tuesday,” I suspect a lot of people would still be fascinated by it, regardless of how much of the music itself was generated. At that point, the song becomes almost like a social-media post with a chorus.

That could create an entirely new category of popular music: songs that begin as personalized artifacts and later become public entertainment. And once again, I can’t decide whether I find that thrilling or horrifying.

That’s the problem I keep running into with generative AI in general. I can imagine all these wonderful creative possibilities at exactly the same time that I can imagine the technology bulldozing the economic ecosystem that allows human artists to make a living. Those two ideas aren’t contradictory. I could personally get enormous enjoyment out of Suno while also believing that Suno, or technologies like it, might be disastrous for working musicians. In fact, that tension is probably the most honest way for me to think about it.

What worries me most isn’t that AI-generated music will remain an inferior substitute that audiences grudgingly accept because it’s cheap. The more unsettling possibility is that it becomes really good. Good enough that you tap your foot. Good enough that you replay the chorus. Good enough that after a while you stop asking whether a human being made it. If we ever reach that point, the cultural consequences could be enormous.

Maybe human musicians will remain valuable precisely because they’re human. Maybe live performance becomes more important in a world saturated with synthetic music. Maybe people begin to treat concerts and bands the way we now treat handmade goods: as something valuable partly because we know a person actually made them. I hope so. There is something about a group of people in a room playing instruments together that feels difficult to replace completely, even if a machine can generate a perfect song in thirty seconds.

And yes, I still desperately want rock music to come back in a big way. Give me guitars. Give me drums. Give me some strange new band making too much noise and producing something I didn’t know I wanted until I heard it. That’s one of the things I fear losing most in a world of perfectly personalized music: surprise. The best art doesn’t merely satisfy your existing taste. Sometimes it changes your taste.

If every song is generated by an algorithm that already knows what I like, I may end up surrounded by music that is perfectly pleasant and perfectly optimized and never challenges me at all. That’s an odd possibility: infinite music, all of it tailored to my preferences, and somehow the whole thing becomes a little boring.

So I’m still conflicted about Suno. I can easily imagine playing around with it and loving it. I can imagine finally turning all those ridiculous lyrics I’ve written over the years into actual songs. And I can also imagine looking up a few years from now and realizing that the music ecosystem has been overwhelmed by billions of synthetic tracks that nobody quite knows what to do with.

I’ll probably use it anyway.

And I’ll probably feel slightly guilty while I do.

Welcome to the future.

I Would Prefer Not To Live Through The Apocalypse

I’m currently half-reading Annie Jacobsen’s Nuclear War: A Scenario, which is perhaps not the healthiest book to have sitting on the nightstand if you are already inclined to think in worst-case scenarios. And now, in an almost comically unfortunate bit of timing, the subject of Jacobsen’s newest book, Biological War: A Scenario, has wandered back into the news.

A laboratory worker in Siberia has died from what appears to have been pneumonic plague. She worked at the Irkutsk Anti-Plague Institute, and Russian authorities have placed roughly 200 people who may have had contact with her under medical observation. So far, according to current reporting, there does not appear to be evidence of a wider outbreak. The people being monitored have reportedly tested negative and are not showing symptoms. In other words, at the moment this looks like precisely the sort of thing public-health systems are designed to contain: identify the case, trace the contacts, isolate where necessary and prevent further transmission.

So: no reason to panic.

And yet.

There are few phrases less reassuring to someone with an active imagination than “possible laboratory-linked case of pneumonic plague in Siberia.”

Part of the problem is Russia itself. The Soviet Union did not exactly establish a sterling reputation for transparency when something catastrophic happened inside its borders. Chernobyl remains the obvious example: denial, delay, secrecy and an institutional instinct to control information before confronting reality. Modern Russia is not the Soviet Union, of course, and none of that proves that Russian authorities are concealing anything about this particular incident. But historical memory matters. When officials say that everything is under control, the rational response may very well be to believe them provisionally while keeping one eyebrow raised.

For the moment, that is exactly where I am. I have no particular reason to believe this event is going to become anything larger. The available evidence suggests that it probably won’t.

But I think in stories.

More specifically, I tend to think in scenarios. Give me a small, strange event somewhere in the world and some portion of my brain immediately begins gaming out Act Two. What happens if the containment procedures fail? What happens if somebody was infected before anyone realized what was happening? What happens if the first official explanation turns out to be incomplete? What happens when international travel enters the equation? What happens when governments begin withholding information because they are afraid of panic, only to create far more panic once the truth finally emerges?

Most of the time, of course, the answer is: nothing happens. The weird news story remains a weird news story. Someone gets sick, professionals do their jobs, the disease is contained and the rest of us move on to whatever fresh catastrophe the Internet has selected for us the following morning.

The difficulty is that biological risk has a peculiar asymmetry. Nuclear weapons are horrifying, but they are also conspicuous. Someone has to build the bomb. Someone has to maintain it. Someone has to deliver it. Somewhere along the line there are satellites, launch facilities, submarines, bombers, missiles, command systems and thousands of people whose job is to know where all of those things are.

A pathogen is different. Once it becomes transmissible among humans, the delivery system is us.

That is the nightmare at the heart of Jacobsen’s Biological War: A Scenario. Like Nuclear War, the book uses a fictional sequence of events to explore dangers that are rooted in real technologies, historical programs and government planning. Her biological scenario begins with a laboratory accident in Russia involving an engineered pathogen and then follows the consequences outward as infection outruns the systems designed to contain it. Jacobsen has described the timeline of her scenario as going from the initial outbreak to anarchy in just six days.

There are perfectly reasonable criticisms to make of this approach. Scenario books almost inevitably choose assumptions that make the scenario interesting. A pathogen that fizzles out after three infections does not make much of a thriller. Critics of Jacobsen have argued that her biological scenario pushes too confidently toward rapid social collapse and does not spend enough time on the many ways containment, medicine, human behavior and sheer luck might interrupt the chain of events. Even sympathetic reviewers have noted that specialists could reasonably dispute the speed and certainty with which her imagined catastrophe unfolds.

That criticism matters. There is an enormous difference between saying that something could happen and saying that it will happen.

But that is also why I find scenario thinking useful.

The point of the exercise is not necessarily prediction. It is stress-testing assumptions.

Chernobyl did not happen because somebody accurately predicted Chernobyl in advance. Neither did COVID-19 unfold according to some screenplay sitting in a government filing cabinet. Real disasters are messy. They depend upon bureaucratic failures, human mistakes, bad incentives, missed signals, unlikely coincidences and decisions that seem reasonable right up until the moment they are revealed to have been disastrous.

Scenario thinking simply asks us to follow the chain.

What if?

And then what?

And then what?

That can become paranoia if you aren’t careful. Every laboratory accident is not the opening chapter of The Stand. Every unusual cluster of disease is not the beginning of civilization’s collapse. Human beings are notoriously bad at reasoning about rare, emotionally vivid events, and a frightening story can make an extraordinarily unlikely possibility feel imminent.

But there is an opposite failure mode too: refusing to imagine a catastrophe because imagining it feels hysterical.

That is the uncomfortable territory I find myself occupying when I read about this incident in Russia while simultaneously reading Annie Jacobsen. My rational brain says the situation appears contained. There is presently no evidence that we are watching the beginning of some global biological catastrophe. Public-health authorities know how plague works, antibiotics exist, contacts are being monitored and there is every reason to expect this story to disappear from the headlines.

I hope it does.

But another part of my brain cannot help turning the little wheel marked SCENARIO.

Because the lesson of the last century is not that civilization is constantly on the verge of collapse. It plainly isn’t. The lesson is stranger and perhaps more unsettling: systems that look enormously robust can occasionally prove frighteningly brittle when confronted with exactly the wrong sequence of events.

Almost every day, nothing happens.

Almost every alarm turns out to be manageable.

Almost every frightening possibility remains only a possibility.

And then, very occasionally, history decides to write the scenario for us..

Well, It’s Happening

by Shelt Garner
@sheltgarner

My fears about an AI celebrity gooner apocalypse have been realized. I just spent a little while doing “research” on Twitter and damn are the deepfakes getting good. Spooky good.

This is authentic looking, but not as authentic looking as some of the other celebrity deepfakes I’ve seen recently on Twitter.

So good that it’s going to be just a few weeks or months before social media reaches a tipping point of AI generated celebrity porn and all hell will break loose. I suppose it’s possible that it will remain a low-grade fever and never reach the point where the mainstream notices…but I have my doubts.

What’s probably going to happen is there will be a mad rush of people to use the AI deepfake generators at some point in the near future and it’s going to get so bad that serious regulation will be enacted.

The celebrity porn I saw was jaw-dropping in how it appeared authentic. Just astonishing. And humans being humans, the ability to do such a thing is going to be abused as soon as enough horny toads figure out how to do it.

Get ready.

Hawks, Hawkeyes, and the Half-Life of a Lie

A United States senator tried to catch a former special counsel in perjury today, and the whole thing came down to two letters: e-y-e.

On Tuesday, at a Senate Judiciary Committee hearing, Sen. Eric Schmitt of Missouri told Jack Smith he had the goods. Smith, Schmitt said, had secretly been in Atlanta for a Hawks game in February 2024. Smith said he hadn’t. Schmitt produced a poster board. The poster board was wrong. Smith had been at a college women’s game in Maryland, watching Caitlin Clark and the Iowa Hawkeyes.

Hawks. Hawkeyes. That’s the scandal. Except the scandal isn’t what Schmitt thought it was.

What actually happened

Schmitt asked Smith whether he’d attended the Atlanta Hawks–Golden State Warriors game on February 3, 2024. The date mattered to Schmitt’s theory. It was the day before Fulton County DA Fani Willis admitted her relationship with Nathan Wade, the prosecutor on her Trump case. The insinuation was a secret Atlanta rendezvous between two prosecutors.

Smith said he had no recollection of being in Atlanta, and that he certainly hadn’t gone to a Hawks game. Schmitt offered him a moment to reconsider so he wouldn’t perjure himself, then said he thought Smith already had. He held up screenshots of texts from Smith’s staff about a basketball game. He called Smith a villain and a dirtbag.

Then Sen. Amy Klobuchar asked that Smith be shown the actual texts. They were about a University of Maryland women’s game against Iowa, Clark’s Hawkeyes, in Maryland. Not Atlanta. Not the NBA. Not Fani Willis. Somewhere between the texts and the poster board, “Hawkeyes” became “Hawks,” and nobody checked before a senator accused a man of a felony on national television.

The double-down

In a functioning information system, this is where the story ends. A senator gets embarrassed, his staff gets a talking-to, everyone moves on.

That isn’t what happened. Within hours, parts of the MAGA media world were running the clip as a victory. Benny Johnson told his followers Schmitt had caught Smith perjuring himself. Other accounts with hundreds of thousands of followers said Smith had “unraveled” under the weight of receipts he didn’t know existed.

The receipts said Iowa. They said Maryland. The receipts exonerated him. It didn’t matter.

The half-life of a lie

It’s tempting to call this “no shared reality.” I’ve said it myself. But that’s not quite right, and the difference matters.

Reality was shared just fine in that hearing room. The texts were on a board. Klobuchar read them correctly. The correction happened live, on camera, in the same five minutes as the accusation. Nobody who looks at those texts disputes what they say.

The problem isn’t that two sides see different facts. It’s that the accusation and the correction travel on different roads to different audiences. The clip of a senator shouting “perjury” is a great clip. The clip of a colleague patiently pointing out that Iowa is not Georgia is not. One gets shared; the other gets ignored. A certain number of people will now believe, for years, that Jack Smith lied under oath about a secret meeting in Atlanta. They will never see the poster board up close.

And here’s the part that should worry everyone, not just people who like Jack Smith: getting it wrong cost Schmitt almost nothing. For the audience he was playing to, being loud on the right side beat being right. When there’s no penalty for a false accusation, there’s no reason to check the staff work. Next time, it’ll be sloppier.

That incentive isn’t unique to one party. Every faction has its commentators who’d rather keep a good clip than issue a boring correction. But today, the pratfall belongs to Schmitt, and the doubling-down belongs to the people who cheered him on.

Hawkeyes

You can think whatever you want about Jack Smith’s prosecutions of Donald Trump. Reasonable people disagree about them. But on the one question Eric Schmitt chose to stake his credibility on, the record is not ambiguous. Smith told the truth. Schmitt didn’t read the texts.

The fix isn’t mystical. It’s the most boring virtue in journalism: check it before you say it. And when you get it wrong, say so as loudly as you said it the first time. Until that’s rewarded, expect more poster boards.

2027 Is Going To Suck

by Shelt Garner
@sheltgarner

For variety of reasons, but public and private, I have a feeling 2027 is going to suuuuuuck. It’s going to be horrible. The chief issue is a lot of the shittier elements of Trump’s Big Beautiful Bill will kick in, causing a lot of heartache for poor people like me.

Meanwhile, if somehow, miraculously, Democrats don’t blow it and manage to win big in the 2026 midterms, there is always a risk that Trump will fuck with the outcome after the fact or simply not recognize it as legitimate.

And, of course, there’s the possibility that Trump will do something so horrible, so heinous that Democrats will actually get off their asses and impeach him. He won’t be convicted, of course, unless, I don’t know, he commits treason or murders someone live on TV.

Even then, given how corrupt our political system is, it would probably be iffy.

Anyway, there’s little I can do about any of this. I just have to hunker down and prepare.

Proof of Treason Is The Only Thing I Can Think Of That Might Cause Trump To Be Impeached Should Democrats Take Congress

Indications already suggest that, should Democrats regain control of at least the House, their oversight efforts may focus primarily on Cabinet officials rather than the president himself.

Historical patterns show that presidents have often faced scrutiny directed at subordinates rather than personal removal. The constitutional impeachment process requires a simple majority in the House to impeach and a two-thirds majority in the Senate to convict and remove. President Trump was impeached twice—once in 2019 on charges of abuse of power and obstruction of Congress, and again in 2021 on a charge of incitement of insurrection—yet the Senate acquitted him on all counts both times, falling short of the required supermajority.

Experience with this administration has demonstrated a willingness to test institutional boundaries further than many observers anticipated. Should Democrats assume control of the House in 2027, it is reasonable to expect that any significant escalation beyond prior controversies could trigger formal investigations. Among potential grounds, treason stands out as the most constitutionally explicit. Article III, Section 3 of the Constitution defines treason narrowly: “levying War against [the United States], or in adhering to their Enemies, giving them Aid and Comfort.” Conviction requires the testimony of two witnesses to the same overt act or a confession in open court. The Framers deliberately constrained the offense to prevent its use as a political weapon.

Even a charge of that gravity would confront the same structural barrier that has protected every impeached president to date: the difficulty of securing a two-thirds Senate vote for conviction. Actions that in another era might have been treated as disqualifying—such as the unauthorized disclosure of classified information—would likely remain subject to intense partisan division rather than bipartisan consensus for removal.

American political institutions have so far shown limited capacity or willingness to confront the president directly through the impeachment mechanism. Looking ahead, the more consequential question concerns the period after the current administration ends. That transition will test whether constitutional norms, separation of powers, and liberal-democratic practices reassert themselves, or whether the political realignments of recent years produce lasting changes in the character of American governance.

Contemplating Martial Law Ahead of The 2026 Midterm Elections

Even President Abraham Lincoln, amid the Civil War, did not impose martial law for the purpose of disrupting free and fair elections. While Lincoln suspended the writ of habeas corpus and established martial law in limited areas (including parts of Kentucky in 1864), his proclamations explicitly provided that these measures “will not be deemed or taken to interfere with the holding of lawful elections.” The 1864 presidential election proceeded on schedule; Lincoln insisted on holding it despite unfavorable wartime conditions and personal political risk, viewing the continuation of democratic processes as central to the Union cause.

Today, serious discussion has arisen about the possibility of extraordinary executive actions—including speculation about martial law—ahead of the 2026 midterm elections. Concerns persist regarding the integrity of future elections. Although the federal Safeguard American Voter Eligibility (SAVE) Act has not been enacted into law (having passed the House in various forms but stalled in the Senate), related state-level measures requiring documentary proof of citizenship or stricter identification have advanced in multiple jurisdictions.

Under these circumstances, some observers anticipate that the administration may pursue significant pre-election measures. Declaration of martial law is frequently cited as one potential option. Legally, however, a president lacks authority to cancel or suspend federal elections. Election dates are fixed by statute and the Constitution; only Congress can alter them. Martial law—itself a contested and rarely invoked power with no clear statutory basis for nationwide application—does not confer the ability to override these constitutional and statutory frameworks. Historical precedent, Supreme Court rulings limiting military authority over civilian functions (such as Duncan v. Kahanamoku), and analyses of emergency powers confirm that elections have continued through prior wars and crises.

Any attempt to cancel elections would likely provoke profound institutional, political, and public resistance, potentially escalating into severe domestic conflict. A purely symbolic or power-asserting declaration of martial law, absent a genuine and overwhelming public-safety justification, would also carry substantial political costs. Decision-making in this domain remains difficult to predict with certainty.

In short, while historical practice and constitutional design strongly constrain the use of martial law or emergency powers to interfere with elections, vigilance regarding electoral integrity remains warranted as the 2026 midterms approach.

Motherfucking MAGA Is Going To Get Away With It

by Shelt Garner
@sheltgarner

I’ve been reading a great book about the very, very end of WW2 in Europe and the telling thing to me from reading the book is how many fucking Nazis just drifted back into the woodwork.

Nothing happened to them, for the most part.

They did all these horrible things and, lulz, they went back to living a normal life.

And, I think, the same thing is going to happen to a lot of MAGA motherfuckers after the Trumplandia era is over. Trump will (hopefully) leave office and a lot of people whose claim to fame is sucking Trump’s cock will continue to go about their business as if nothing happened.

I think some of it is it’s unlikely — I hope at least — that things will get so bad that we’ll have to have de-MAGAification just like there was de-Nazification. As it stands, there just isn’t the will to fix all the things that Trump broke.

So, in that sense, there is definitely going to be a Before Trump and an After Trump in American political life. There’s no going back to what we had during the Obama era.

To some extent, America is now a lot closer to being a white Christian ethnostate than it was before Trump. The real question, of course, is what happens after Trump.

Will it all become moot because of RSI — FOOM — ASI? Will our new ASI overlord replace Trump as our North Star? I dunno. I just dunno. Anything is possible, I guess.

The Tomato Timer Problem In AI-Generated Advertising

This morning I asked Claude, Anthropic’s AI model, to make me “a cute advertisement for a widget.” That was the whole brief. I can’t code, so I told it I wanted something that would run without me touching anything.

A few minutes later I had a 17-second animated spot. It was for a product that doesn’t exist: Tock, a kitchen timer shaped like a tomato, with a face. Tock drops onto a kitchen counter and squashes when it lands. It blinks, then hops aside for its own title card: “Meet Tock.” It twists its leaf-shaped dial to 25:00, and the countdown races to zero. It lights up and rattles when time runs out, jumps onto a refrigerator (“Sticks to the fridge”), and ends on a “$24” price stamp and a row of colors to choose from.

It didn’t have sound, and it wasn’t a Super Bowl ad. It was about as good as the animated social ads a small business pays a freelancer a couple thousand dollars for. Nobody touched After Effects. There’s no video file at all. Claude wrote code that draws every frame live in the browser, and it also came up with the product, the concept, the four-beat structure and the tagline.

I used to be the tech manager at the Virginia Press Association, and I spent a lot of time with the people who sold and built ads for newspapers. I know how they think. Watching Tock, I knew exactly what they’d think: we don’t need the creatives anymore.

The flood is coming, and it will look the same

My thesis is simple. The next severe recession will push a lot of business owners, and the ad reps who serve them, into making their own animated ads with AI. What we’ll get is a flood of competent, cheerful motion graphics that all look alike.

The tools are already here. In January, Remotion, a framework that turns code into video, released an official “skill” that teaches AI coding agents to make motion graphics. Within eight weeks it had about 150,000 installs, and by August it had passed 440,000 across platforms. People post that they can recreate “almost any motion graphic I find on Pinterest or YouTube in a couple of prompts.”

The platforms are building it in too. In June 2025, the Wall Street Journal reported that Meta aims to let brands create and target ads entirely with AI by the end of 2026, with the business supplying little more than a product image and a budget. In March 2026, Google put its Veo video model inside Google Ads, where it turns up to three still photos into short video ads.

Recessions are when that capability becomes the new normal. Economists Nir Jaimovich and Henry Siu found that 92 percent of the loss of routine middle-skill jobs happens within 12 months of a recession, and that after the downturns ending in 1991, 2001 and 2009, those jobs never came back. The recoveries were jobless. Companies didn’t automate because times were bad. Bad times gave them cover to restructure, and when spending returned, the headcount didn’t.

The bleeding has already started. WPP, the world’s biggest ad holding company, has cut roughly 11,000 jobs since early 2025 and announced up to 1,000 more this month, as clients use generative AI to produce content and run campaigns themselves. Trade press counts at least 18,000 jobs lost across WPP, Omnicom and Dentsu in 18 months. A study commissioned by the Animation Guild and other artists’ groups estimated that 21 percent of film, TV and animation jobs, about 118,500 people, would be significantly disrupted by generative AI in 2024 through 2026. That was all before any recession.

The house style is the part I find unsettling. Tock looks like what Claude makes: rounded shapes, springy easing, sans-serif type popping in one letter at a time. Multiply that by every hardware store, dentist and car dealership that decides it can skip the freelancer, and the commercial world starts to look like it came out of one designer’s hand, because in a sense it did.

Now the case against me

To its credit, Claude argued with me. Its counterarguments are strong, and some of them change the thesis.

The wily business owner is only a brief stage. I pictured scrappy owners outsmarting their agencies. But if Meta and Google build ad creation into their own platforms, owners don’t need to be clever. They need a credit card and a “generate” button. The disruption doesn’t come from thousands of do-it-yourselfers. It comes from a few platforms turning the agency’s job into a product feature. That’s even worse for the ad rep I used to know, whose value was translating between the client and the creatives. The exec who’s thrilled to cut the expensive creatives is cutting the last reason anyone needed the exec.

Sameness might not last, because testing picks the winners. Owners don’t care what an ad looks like. They care whether the phone rings. If the first cheap ad doesn’t work, the owner doesn’t go back to an agency. They let the platform generate twenty versions and keep whichever one sells. Ads tuned that way won’t necessarily settle into Claude’s tidy style. They’ll settle into whatever converts, which may be uglier and more annoying than anything a human would pitch.

Audiences may tune it out. A 2024 NielsenIQ study using eye tracking and response-time measures found consumers rated AI-generated video ads more “annoying,” “boring” and “confusing,” and remembered them less, even when they were well made. This year, the Interactive Advertising Bureau found that 82 percent of ad executives believe young consumers feel positive about AI ads, while only 45 percent actually do. That’s a 37-point gap, wider than in 2024. If every ad looks like Tock, audiences will learn to scroll past Tock.

The counter-counterpoint is Coca-Cola. Its AI-generated holiday ads drew public backlash two years running, and a Coke executive said the 2025 spot “scored off the charts” in testing, among the company’s top-tested ads ever. “The masses,” he said, “do not necessarily look behind the technology.” Critics hate it. The metrics may not care.

Canva didn’t kill designers. Graphic design has been nearly free for a decade, and plenty of small businesses still pay someone. That’s not because they can’t do it. It’s because they don’t want to spend Saturday doing it. Some of what an agency sells is taste, and a lot of it is not having to think about ads. The local human who survives may be less an artist than someone who runs the machine for you.

The creative budget was never the big number. For anything above the local level, the media buy dwarfs production. Saving $15,000 on production doesn’t matter much next to a $400,000 ad buy. That’s why the savings argument hits hardest at the bottom of the market, where production is a big share of the spend, and barely registers at the top.

Not every kind of animation is exposed the same way. Code-drawn animation is flat and designed. It’s great for explainers, logo reveals and product spots, and poor at mood and texture. Music videos will go to the video generators, not to code. And sound, the missing piece in Tock, turned out to be the easy part. Music and voice generators exist, and the same code can synthesize a “ding.”

Where I’ve landed

I still think the flood is coming. Businesses that never had a video ad will get one, and a lot of them will look alike. My thesis was too simple in one way. The winners aren’t the wily owners and savvy ad execs I imagined. They’re the platforms, which will capture the savings, the data and the margin.

The people who lose are in the middle: the working motion designer, the regional commercial director, the junior copywriter who used to pitch three concepts before anyone animated anything, and the ad rep who connected a local business to all of them. The top of the industry survives, and it may get more expensive, because distinctiveness becomes scarce.

A recession won’t cause any of this. It will make it permanent.

And Tock, my tomato-shaped kitchen timer, will be selling something by Christmas.