Group Chats: The Dark Matter of American Politics - podcast episode cover

Group Chats: The Dark Matter of American Politics

May 23, 202527 min
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Summary

This episode dives into the world of powerful, private group chats used by tech moguls and political elites. Journalist Ben Smith discusses how networks like those assembled by Marc Andreessen operate on platforms like Signal and WhatsApp, serving as a "dark matter" shaping American politics. The conversation explores their origins, internal dynamics, and how ideas discussed privately can influence public discourse and events, including the Silicon Valley Bank collapse.

Episode description

The thing about social media when it was created was that it was public. Ideas shared were debated for all to see. Today much of that is happening behind closed doors—in group chats.

Ben Smith, editor-in-chief of the media outlet Semafor and co-host of the podcast Mixed Signals, speaks with Endless Thread about the elite group chats on Signal and WhatsApp that are shaping American politics.

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Credits: This episode was produced by Dean Russell. Mix and sound design by Emily Jankowski. The co-hosts are Ben Brock Johnson and Amory Sivertson.

Transcript

Support for this podcast comes from Is Business Broken? A podcast from BU's Mehrotra Institute that explores questions like why are executives paid so much? Do they deserve it? Listen wherever you get your podcasts. WBUR Podcast. Boston. How many group chats are you in? Just like text chats. High five. I don't know the number off the top of my head, but I'd like to read you the titles of them. Okay. And by group chat, we're talking like text.

Group texts? Yeah, texting. Yeah, texting. Group texts. I mean... Oh, I'm in some WhatsApp groups, too. That's what I'm saying. And I have a couple of signal groups. Okay, this is expanding. Yeah. All right, how many you got? I have one called Chewy Orbs Melted Gel. And that's like the big, I don't even know. We've renamed it so many times. That has 27 unread messages in it right now. How many people are in that? Probably like eight or nine. Wow. I have one called Billy from Billy Bob's Hat...

which is a reference to a very ridiculous photo of Billy Bob. Um, Thornton with a crazy hat grommet. I have one called East Coast Girls Are Hip from my friend who lives in LA when he comes to the East Coast. That's how we organize our visiting him. I have one called The Brutalists, which is just about discussing the movie The Brutalist. For real? Yeah, that one's not very busy right now. Yeah, that one's going cold, yeah. I have one called Cardamom Etc. These all sound super nefarious.

Yeah, well, they're an affair. Dark deeds that you're organizing. We're organizing war plans on Signal, no question. But they're like fun war plans. I have a group chat for the clothing swap group that I'm in because we post pictures of ourselves in the clothes that we got from each other at the swap. And it's just like, I'm rocking someone's jumpsuit today. I had a group chat from when I went to... Okay. Because that group has sort of stayed in touch, which is fun. I love it.

i've got my family text chain i've got like two family text chains cool cool cool and then i've got like my good high school friends some of my good college friends okay you know they use All right, cool. Well, I will admit none of these groups, it sounds like, are the kinds of group chats that are as powerful as the ones we are going to talk about today. I mean, they have power in small form. Yeah, we need to really raise our stakes if we're gonna.

Yeah, the kinds of group chats that we're going to talk about today are at the highest levels of government and between the wealthy tech elite. the kinds of group chats like the now infamous one that led to signal gate in which u.s national security leaders Use the app signal to discuss military operations in Yemen. From WBUR, Boston's NPR, this is Endless Thread, the group chat.

Today, we got a conversation with a journalist who got a look into what he called Group chats that changed Ben Smith is co-founder and editor-in-chief of the new media outlet Semaphore, and he's host of the podcast Mixed Signal. He recently published a piece documenting a network of elite political conversations revolving around the venture capitalist Mark Andreessen and a circle of Silicon Valley figures.

The other man writes that these group chats, quote, are the single most important place in which a stunning realignment toward Donald Trump was shaped and negotiated and an alliance between Silicon Valley and the new right. formed put another way these group chats quote constitute a dark matter of american politics group chats all right let's get into the

Ben Smith, thanks for joining us. Thank you. Thanks for having me. So you have written a whole piece. You've done a bunch of reporting on group chats, and yet... When I say the term group chats to maybe just a friend, they are not imagining the kind of group chats that you're talking about per se. We might be imagining the group chats that we might have with four or five of our close friends. Can you give us a sense of...

the size and the scope of the group chats that you have focused on in your reporting. Yeah, for sure. And in fact, of course, like all through human history, there have been elite conversations and side conversations and back channels, whether it's... letters or email groups or the boys on the bus covering the old political campaigns. Who gets to hang out in one corner of the special cave?

Versus the other caves. Exactly, the special cave. But what happened in the spring of 2020, really, was that a lot of people, but certainly a lot of people in Silicon Valley... felt that social media had become this very left-wing, social movement-dominated space where they could

no longer express their more right-wing views and In particular, for a lot of Silicon people running these big Silicon Valley companies, that the culture of Slack, their own company's internal messaging tool, had been taken over by what they basically viewed as the woke mob. and they were being harangued by their employees to... What up? Black Lives Matter flags and things like that. And so they...

They had developed a set of WhatsApp groups, you know, partly to gossip about their own industries, partly to exchange ideas, but also these very quickly became places where they could kind of, you know...

discuss these political challenges that were new to them and that they were dealing with and coordinate and say, hey, what should I do? What are you doing in this very politicized summer of 2020? And so I think... A lot of them who'd been huge social media users, founders and creators of social media platforms and investors in them, led by a guy named Marc Andreessen.

retreated into a set of WhatsApp and Signal groups where they kind of, I think, formed a new kind of politics and built this new set of relationships. You talk a lot about this specific chat, which is named Chatham House. And you write, you know, the Chatham House is this kind of giant, raucous signal group that forms part of this sprawling network of these influential private chats. that really started during COVID.

And Chatham House is really at the center of this and starts to fuel this new alliance between kind of tech moguls and the political right in the United States. So of all these chat groups, Chatham House specifically, why does this particular chat stand out to you?

Yeah, so these groups started actually, the first group was called Build, and it was named after an essay Mark Andreessen had written called It's Time to Build, basically saying, you know, enough of the software platforms, what we need are kind of big patriotic industries building rocket ships and things like that.

And had a sort of tiny, a little group of top, top Silicon Valley CEOs. And he liked it so much. And he's a very... high-energy, extremely communicative, curious guy that he asked an aide. to create dozens of other groups like it, one for each industry, one for software, one for engineering, one for AI, one for space. And he was in all of these groups, often kind of dominating the conversation in many groups at the same time.

And a lot of them were very political, but also very focused on industry gossip. Somebody talked about being in the AI group when the coup happened or the attempted coup happened at OpenAI and Sam Altman is in the group. and you're sort of watching him react with emojis to certain posts and feel like, wow, I'm really in it. Like, you know, people who are part of it felt like they're part of this secret elite.

And then they spend a while talking about politics in this signal group. And at some point, Andreessen and another guy who's in that particular group named Christopher Ruffo, who's sort of the leading anti-DEI activist in the country, decide that these liberals are just like... and all they want to talk about is free speech and this isn't going anywhere and they're just talking in circles.

And Andreessen and Christopher Rufo basically blow up the group, and that's it for that group. And Andreessen starts another group and reaches out to another conservative activist and says, can you start me a group with some smart right-wing people so that he can learn more about right-wing stuff? And that group goes on for a while and then blows up.

And then in the summer of 2024, I've got a friend of Andreas and Skyrim, Derek Torenberg, who now has since gone to work for Andreessen, starts a group called Chatham House, which is a lot of the people from all the other groups who are mostly at this point on the right supporting Trump, but they also invite in some liberals to debate them, maybe to convince them. And that group, you know, to some degree goes totally off the rails and is basically at this point, I think,

an arena in which people have fights with Mark Cuban. And so people pick fights with Mark Cuban and Mark Cuban argues back. And there was a perception that if you're good enough with arguing with Mark Cuban, that might get you a job in the Trump administration because David Sack There's a very powerful Trump advisor is also in that group. I actually asked after the story was published, I asked Cuban about it. He wouldn't comment for the story.

and he told me he actually had no idea who a lot of these people were who were taking fights with him but he'll just take the bait every time he'll just fight with the anonymous group chairs their numbers weren't in his phone but he didn't mind So how does someone get invited to some of these groups? I do think Mark Andreessen and a couple of people around him, a guy named Shriram Krishnan, who's now the AI advisor to Saks in the White House and this guy, Eric Torenberg.

really formed and shaped a lot of this. There are a couple other really big voices in it. One's a guy named Balaji Srinivasan, who's another tech investor and former executive at Coinbase. And they were, you know, they curate, to some degree, very carefully curated this. In Chatham House, it was a giant, less carefully curated space. But I don't know, I think it was people who felt that the public conversation was too left-wing, maybe it was too anti-Trump.

and who are trying to lead a kind of counter-revolution out of these group chats. And in your piece, you point out that Sriram Krishnan, former partner at Mark Andreessen's venture capital firm Andreessen Horowitz, Krishnan calls these group chats... The memetic upstream of mainstream opinion, which to me means these kind of elite private conversations, are ultimately, according to Krishnan, flowing into wider culture and mainstream discourse.

Yes, and Shroom Christian, who wrote a really interesting essay on his blog a few years ago about what group chats are and how, yes, that they're the mimetic upstream of public opinion, about how you have to curate them very carefully. He has a couple of kind of amazing rules. One is that... every group needs a nuclear reactor, which is like someone who talks all the time and has lots of energy. And Andreessen, if you will. And he's obviously referring to Andreessen. They're also cooling rods.

who can go in and take the temperature back down at times. And the other thing he writes, which I think is probably familiar to anybody who's in a group chat, that there's all, for every group chat, of n number of people. There's a side chat of n minus one number of people where you discuss the most annoying person in the group. And if you are not in the side chat, that is you.

Wow. That sounds exhausting. I'm in a couple of group chats and one of them sort of blew up. Somebody was excommunicated from the group chat in 2020. And so it's interesting because there are these places where... supposedly, it sounds like the way that you're describing the story and the way that you've written about it, in some ways, people flee to them or sort of reset in these group chats because they're more a safer space.

to say what you really feel. But that also means that by their very nature, they are potentially very explosive. It's funny because a lot of the people who I talk to describe them, I think, unironically as safe spaces, having felt threatened by progressives on social media, by their employees and Slack. But also there's a kind of, I think in these conservative ones, there's a kind of edgelord culture where you're trying to figure out exactly how obnoxious or extreme you can be for laughs.

The hottest take. Yeah, deliver the hottest take. And Andreessen said somewhere that you can tell because people will set the disappearing message to like 30 seconds or five minutes. depending on exactly how spicy the tank is. What they're about to say. Yeah, and I do think, I mean, one of the interesting things about these spaces is they really were enabled by WhatsApp and Signal in particular. And there is something interesting about, we've been through this period where

every thought, every stray thought is not only written down, it's documented forever. And I was in a group years ago called Journalists. It was a bunch of kind of centrists and lefty journalists. you know, sending each other a stream of consciousness emails that eventually leaked and kind of, you know, really got a couple people fired for sharing basically half-baked ideas that were more or less the same thing they said in public, but a little...

a little hotter. And I don't know. I mean, I actually think that the notion that you ought to have spaces where your half-baked thoughts quickly disappear and aren't preserved forever seems actually like basically the right idea. Why the right idea? because you want to be able to try out ideas as you do in spoken conversation. I mean, in some sense, like a lot of what...

is now written down as what used to be said aloud, right? I mean, I think, you know, if you were talking to five friends over dinner, that wouldn't be transcribed, written down, and available for the rest of history. And I think there has been a shift over the last, what, 20, 25 years.

from oral to written communication for offhand remarks and jokes and speculation and workshopping. And I think that we're now, that has peaked. And what you see is people are retreating into spaces where stuff isn't preserved. And yet, there is something different about group chats like Chatham House, and that is the power and influence they hold over sectors that affect all of us. More on that in a minute. Personal finance isn't just about spreadsheets and... It's emotional.

talking to your partner about money, negotiating a raise, even the smallest decisions, like... This is Uncomfortable, a podcast from Marketplace about life and how money messes with it. In this season, we get into topics like workplace drama, tough financial challenges, and the quiet tension that builds when love and Listen to This Is Uncomfortable wherever you get your podcasts All right, we're back in the group chat with Ben Smith from Semaphore.

I guess just the term group chat and something you said kind of stirred this up for me, but just the term group chat to me sounds, it just sounds like inherently social. Like this is going to be a social.

silly place and we don't think of anything that would you know feel remotely professional we don't think of that stuff happening in group chats which is maybe why yeah when the news broke about members of the Trump administration using Signal to discuss military plans, my first thought was like, Signal? What? This is how they're doing things? I don't know. How surprised were you, given the reporting that you've already been doing on these kinds of group chats?

So it definitely kind of explained to me like, oh, okay, it makes sense that these guys are in signal because they're always in signal. This is a place where, you know, people, powerful people in politics and media.

talk to each other. By the way, that's, I think, broadly true. If you talk to powerful people in politics and media, they're in a lot of group chats and some of them are signal groups. I think among the kind of Donald Trump's orbit and the tech right, it really, over the last few years, become... this central, central way of communicating, driven in a lot of ways by Andreessen, because I mean, I did actually call around to other sectors of media and politics, you know, liberals and socialists.

You know, people in the center left and say, hey, are you in a bunch of group chats like this? And everybody, a lot of people. Actually, Ezra Klein told me it wasn't really in any group chats, but everybody else told me, oh yeah, there's some group chats, but there's nothing like this network that Andreessen had very deliberately assembled. And somebody described to me sitting next to Mark and just watched him.

manically toggle from chat to chat to chat to chat to chat and sort of immediately absorb it and write things in each one in kind of a wild way. Well your use of the term deliberately assemble that Marc Andreessen deliberately assembled these groups makes me wonder Is there a goal to these group chats, like even an unspoken goal in bringing these particular groups of people together?

Well, I mean, I think there were two goals. And the obvious one is that Andreessen, who's an investor and has always been kind of an information junkie. had basically set himself up this incredible kind of intelligence gathering network right like he was just he had the sort of top executives in every field and any thinker that he wanted

answering his questions all day. And I think that's just sort of self-evidently pretty valuable. But I do think more subtly, and I don't really know what his intention was, but it was very influential. And somebody in one of the groups said that you could just sort of see the... the writers and thinkers and non-billionaires sort of gradually being drawn by the gravity of the billionaires and their money and power toward their point of view.

It's interesting, too, that it's not... It's sort of, again, one of the contrasts is it's not algorithmic. It's...

old-fashioned filter bubbles. You know, a filter bubble is an idea that social media is filtering or some sort of outside force or algorithm is filtering what you see. I mean, this is more just an old-fashioned cabal, right? Right. And I guess that's an interesting also, like, like an interesting difference between the public facing stuff and the group chats to me like when I was reading your piece I was thinking a lot about like the early blogosphere yeah and the audience

in that world was limited in how interested the general web surfing public was and what blogs had to say. but they were still publicly accessible you could sort of like see what people in the tech world were talking about and we seem to be moving back towards these private

What does that make you think about when it comes to how we cross-examine ideas, how we push back? I mean, you know, I have mixed feelings. I think each area is sort of reacting to the last. I loved early social media and, you know, was a blogger and found...

and found that kind of very earnest and open exchange of ideas incredibly valuable. But you could also feel on social media at some point that it became a place where... that was sort of secondary you can just feel that people were forming a consensus and manufacturing consent in other places and then coming to social media to kind of be brigade and yell at each other and it was like participating in a debate tournament like nobody's being convinced People are just scoring points.

I want to get a sense of how something moves from the group chat into the real world. So is there... An example of an idea that started in one of these chats and then. has now taken new real life outside of the chat? Yeah, I have a few examples. One is just a big idea, which is that Donald Trump is going to... reverse the culture, is going to take the conservative side in the culture wars while basically protecting the American tech industry and supporting it.

And they really talked themselves into that. And I think it did turn out to be half true. I think in a more specific way is, you know, one of the sort of popular figure in these chats is this conservative, people call him a philosopher, Curtis Yarvin. whose sort of shtick is that he doesn't believe in democracy. And he kind of, I think a lot of people...

Met him there and felt like he became a more mainstream figure from being seen as a really fringy figure through the chats. And then a more sort of very noticeable thing if you're in a certain part of social media. is that a lot of these tech people really, really hate this journalist named Taylor Lorenz in a somewhat obsessive way. And honestly, you can criticize her work. And I don't know, I've agreed with her on things. I've had fights with her about things.

But there is a sort of like, why are these people so focused on this person? It does seem like they've been talking about her somewhere else and the conversation is spilled out into public because they have these really developed theories about why they don't like her. And that certainly came out of the group chat. How many of these chats are you in, Ben? So nobody invites me to any chats. I was a journalist back in the day.

I write about this stuff and so I think people don't totally trust me to be in their chats although I'm very pleased to say that after My story published a very prominent journalist who I won't name, created a chat called Shadowy Media Elites. And there are now five or six of us in there. Nice. Damn, I didn't get my invite. Sorry. So how did you go about reporting this then? You have these exclusive group chats with messages that disappear pretty quickly. What did this take?

I basically learned of it from people I know who were in them and who I just sort of put two and two together. I was like, oh, this is all the same network of stuff. And then you look at social media and you're like, oh, you can tell these people are all talking to each other. So it wasn't hard to figure out who was in the groups. And I just started calling them.

And I suppose the ones who wanted to be quoted in an article talking about their influence were willing to be quoted in an article talking about their influence. The classic journalism hoodwink. People... And a handful of people went on the record, although often talking in general terms. I think a lot of people...

you know, actually felt that these were really important to their intellectual development. And so a lot of people talked to me because they felt like it was an important chapter in American intellectual history that... was worth documenting, even though all the documents are gone or almost all of them are gone. It's not concerning that people would talk to each other in private. It's not concerning that people would gather in large groups.

on the one side I can see that that's like yeah that's what technology does it's beautiful man and on the other side I guess I worry about large groups of people being able to communicate instantaneously about. any number of things with each other all throughout the day. You're just mad you're not invited, Emery. You're just mad you're not invited. No, no, I'm not. I couldn't keep up with it anyway. So if you would like like a politically neutral downside to this sort of communication.

it's that it can create panics. And this happened with Silicon Valley Bank. I mean, no bank has 100% of its deposits in hand in the vault.

So any bank will collapse if all of its customers panic and show up in a line outside the bank. And the FDIC insurance is intended to prevent people from panicking. But Silicon Valley Bank, which had made some dumb decisions and was not in great shape, And if you go back and read the stories, you'll see what happened was that over the weekend, in the run-up to the weekend in which it collapsed,

investors were talking to each other in WhatsApp groups and it was a large part of this network of groups where these tech executives whose company's treasury was at this bank. texting each other and realizing that they're all in the same position and working each other into a state of total panic very, very fast and caused essentially a really high-speed bank run that destroyed that bank.

That seems bad. It does seem bad. I mean, on the other hand, if your bank was on the verge of collapse and your friend texted you, you'd probably be grateful that they'd done that. Yeah, you'd probably head over there to take your money out. Yeah, absolutely. So maybe it is just too soon to tell in many ways where this goes from here, but do you have a thought on where the group chats are going from here and the potential that they can have?

I mean, I think they represented a kind of political movement that realigned these tech billionaires and a lot of their people, sort of fellow travelers around Donald Trump's campaign and that that is... really totally splintered in the early months the tech presence of the trump presidency and probably isn't coming back and i'm sure people will find all sorts of ways to communicate i mean i do think and i guess

There's a place where I am a little ideological. I do think it's good that people have private, secure ways to communicate with each other and that the rise of signal is a real alternative to this kind of universal surveillance that's being built around us. And so in that sense... is pretty salutary, and I'm sure all sorts of different people, and all sorts of different people and groups, and some of them definitely extremely unsavory will use that.

Ben Smith, editor-in-chief of the new media outlet, and the very soon invitee to Amory's and my group chat. This episode was produced by Dean Russell. Mix and sound design by Emily Jankowski. It was co-hosted by group chat participants, Emery Sievertson and myself, Ben Brock Johnson. The rest of our team is managing producer, Samata Joshi. Our production manager, Paul Vikas. Grace Tatter, Franny Monahan, and our show is edited.

By Meg Kramer. If you have an untold history, an unsolved mystery, or some kind of wild story from the internet, some group chat that you want to let us in on, hit us up. EndlessThread at WBUR.org.

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