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The Intelligence from The Economist

3 Sep 2026 · 23m · 6 chapters

Episode artwork

Ire and ICE: the toll of America’s deportations

In short

The episode has two segments. Topic 1: America’s deportations.

Guests

Aaron Braun, West Coast correspondent for The Economist, reporting on ICE arrests and immigration courts.

Key claims

the Trump administration hasn’t published official removal statistics since Jan 2025; it claims about 1 million deported plus 2.2 million “voluntary” departures. ICE arrests are rising (50,000 in July). The strategy targets people inside the U.S. via interior arrests and a “novel legal strategy” stripping legal status, including Haitians in Ohio on temporary protected status and people on Biden-era humanitarian parole. Examples: Minneapolis street raids; later “quieter” enforcement using tech (Palantir app mapping) instead of theatrical raids; immigration “mega master hearings” (50–100 cases in hours), reduced notice, and removals in absentia. Public reaction: about half support abolishing ICE; Hispanic voters are ~10 points more likely to want to abolish it.

Topic 2

Reddit in the age of AI and the Bayer tapestry in Britain.

Guest

Shira Aviona, business correspondent for The Economist.

Key claims

AI chatbots may reduce Reddit traffic because Google’s AI overviews and search referrals are “choppy.” Reddit’s value comes from human-generated data used to train/recommend products; it struck deals with Google/OpenAI (~$60–$70M/year). Examples: BuyItForLife and SkincareAddiction product-review subreddits; Reddit stock plunged in July. Options: renegotiate deals or sue AI firms.

Written by AI. May contain mistakes.

Chapters

0:00

Impact of Trump's Deportation Policies

Explore the political and social effects of Trump's immigration policies and the current deportation campaign.

“In a world where AI is changing every role in every industry, knowing who actually has deep expertise matters more than ever.”
1:40

Impact of Trump's Deportation Policies

Explore the political and social effects of Trump's immigration policies and the current deportation campaign.

“Hello and welcome to The Intelligence from The Economist.”
10:13

Further Insights on Deportations

Gain insights into the ongoing discussions regarding deportation in related media.

“Yes, John Prudeau and James Bennett and I talk at length about deportations, as well as a reporting trip I just took to the border to see how the border wall is finally being built.”
12:45

Reddit's Struggles in the AI Era

Investigate the challenges Reddit faces as AI impacts its business model and user engagement.

“sort of self-governing internet forum whose design encourages diversity.”
14:03

Reddit's Unique Business Model and Challenges

Explore how Reddit blends social media and community-driven content while facing challenges from AI companies and search traffic changes.

“But some of it is also like Wikipedia in that it relies very heavily on an army of volunteer moderators that, you know, police their individual sub-forums or sub-Reddits in its parlance.”
19:28

The Return of the Bayeux Tapestry

Learn about the thrilling homecoming of the Bayeux Tapestry and its historical significance.

“On a sultry summer night, as a slumbering London slipped into the witching hour, I made my way to the British Museum.”
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Transcript

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0:00In a world where AI is changing every role in every industry, knowing who actually has deep expertise matters more than ever. Upwork connects you with the highly skilled freelance professionals with proven track records, so you can hire with confidence. Upwork gives your business fast access to highly skilled specialists with deep expertise, so you can fill critical skill gaps, launch projects faster, and scale support up or down without committing to full-time headcount. With Business Plus, you can access the top 1 % of talent on Upwork. AI-powered shortlisting delivers a curated shortlist of top freelancers matched to your goals in under six hours.

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1:10So we keep a stash of liquid IV in our studio. One stick mixed into 16 ounces of water is clinically demonstrated to hydrate faster than water alone with three times the electrolytes of the leading sports drink, plus eight vitamins and nutrients. Whether you're traveling, exercising, or podcasting the best business news ever, Liquid IV makes it easy to stay hydrated wherever life takes you. So shop now at liquidiv.com. Liquid IV hydration that goes wherever life takes you.

1:40The Economist.

1:46Rosie Blau: Hello and welcome to The Intelligence from The Economist. I'm Rosie Bloor. And I'm Jason Palmer.

1:56Rosie Blau: Today on the show, has Reddit had it in the age of AI? And the Bayer tapestry conquers Britain.

2:10Rosie Blau: First up, though.

2:22Rosie Blau: Donald Trump has been talking about how he'd deal with illegal immigrants since long before he was elected for a second term. The Republican platform promises to launch the largest deportation operation in the history of our country. And he's certainly followed through on that promise. Tony Arrested is the true American hero. Off the street. Back it up! Openly on the streets of Minneapolis, Chicago, and elsewhere, and in recent months much more quietly. But is a policy that helped elect Trump as president now taking a political toll? Barack Obama, a Democrat, was known as a deporter-in-chief. He removed something like 430 ,000 people in 2013.

3:16Rosie Blau: Aaron Braun is our West Coast correspondent. And he did that by focusing on recent border crossers and people in jails and prisons. Donald Trump has to do something much different because the border is quiet. So he's focusing on the interior of the country, arresting people on streets in their homes, and that's much more visible to the American people. Aaron, how many people have been deported since Trump took office for a second time? This is a great question, Rosie, and we don't actually know the answer because the Trump administration has not published official removal statistics since the president took office in January 2025.

3:58But the administration claims that they have deported a million people and about 2.2 million more have left voluntarily. Now, that's just what a Department of Homeland Security spokesman is telling me in an email. But the direction of travel is certainly becoming clear. In July, ICE arrested 50 ,000 people. That's a record for the agency. Immigration judges are eschewing removal orders at a remarkable pace. So we can see the campaign is really starting to ramp up at this point.

4:31Rosie Blau: And you say the focus for this administration is people who've been living in the States for a long time. Who are these people? I wouldn't say the administration is focusing specifically on those people, but because they need to focus on interior arrests rather than people who are just walking across the border, those folks who have been living in the U.S. for potentially decades are getting caught up in the dragnet. And so you have people who perhaps have been undocumented for decades that are getting caught up in the mass deportation campaign. But you also have this novel legal strategy that the administration is using to strip people who are in America legally of their legal status.

5:15You think about Haitians in Ohio, for example, who have temporary protected status, who are now being fitted with ankle monitors and who are now vulnerable to deportation. People who were let in on humanitarian parole during the Biden administration are now vulnerable to deportation. And this is a novel strategy. We've never really seen anything like this from other presidents before.

5:39Rosie Blau: Earlier in the year, we had extraordinary scenes in Minneapolis. There There were thousands of federal agents on the streets. Two people were killed in those protests. And yet we haven't seen anything like that for some months now. So what's going on? Yeah, I think that that was sort of the Minneapolis effect, right? Like Americans were really horrified by what they saw on the streets in Minneapolis. Border patrol agents assaulting protesters, like you say, two American citizens killed. And the administration really was on the back foot after that, I think it's fair to say. They sacked Kristi Noem, the Department of Homeland Security secretary.

6:19Tom Homan got sent in. Donald Trump's borders are to kind of clean up the mess. And so after that, things really quieted down. You had Marquine Mullen come in to lead DHS. He was a senator for Oklahoma. He said in his confirmation hearing he didn't want to be in the news. He wanted to do a kind of quiet, effective job. And he's been aided by 70 billion more dollars that Congress has now appropriated for immigration enforcement. And so now I think the mass deportation campaign is much quieter. It's a bit less visible, but it's even more effective. And it's still aggressive. I mean, if you think about, for example, the way that ICE agents are using technology to target people, there's court testimony that shows an agent saying that he pulls up an app on his phone created by Palantir and it basically gives them a map he says like Google Maps in which he can see all of the potential immigrants that they might be able to target in the area that they're in and that's how they make their target lists so it's still an incredibly aggressive campaign it's just not as focused on these showy theatrical raids.

7:28Rosie Blau: So what happens after people are arrested As you say, lots of people are being targeted. Presumably there isn't reason to deport all of them. Can they argue their case? So after an immigrant gets picked up by ICE, they go through proceedings in immigration court. And these courts are run by the Department of Justice. It's not an independent court system by any means. I went to an immigration court in Los Angeles for half of a day just to sit in on proceedings and see what they were like. and the courts are so overcrowded with cases. Judges are hearing what folks are calling these mega master hearings, which is 50 cases, 100 cases in a three-hour setting.

8:12Immigrants and their families are clogging the hallways of judicial buildings. The judge that I was watching just had his eyes trained on the clock the whole time. He was so worried about getting through the 96 cases that he had on the docket that morning. And these hearings are being changed around. Immigrants aren't getting as much notice for when they need to show up in court. If they show up in court, they might be unprepared. They might not have a lawyer. They might not show up at all. And I think that's part of the administration's strategy. If a migrant doesn't show up in court, they can be ordered removed in absentia, it's called.

8:48And that's a way for the administration to just continue to rack up more removal orders.

8:53Rosie Blau: And what do ordinary Americans think about all of this? This is the million dollar question that I'm thinking a lot about as we head into the midterms. Donald Trump has campaigned on immigration. It's been the issue that arguably has won him both of his campaigns. But now his net approval rating for immigration is underwater. Americans writ large are not happy with the level of force that ICE has been using to carry out the deportation campaign. Roughly half of Americans say they support abolishing ICE. And one of the most interesting things that I'm tracking is how Hispanic voters are reacting to the mass deportation campaign.

9:33They really helped Donald Trump secure his victory in 2024. He had record support among Hispanic voters. But more than other ethnic groups, Hispanics do not like what is going on with ICE. There are 10 percentage points more likely to say they want to abolish the agency. And so that might have a big effect on who wins swingy house seats in South Texas or in California, for example. Americans were promised a deportation campaign that would go after criminals and gang members. And that's not what's being delivered.

10:06Rosie Blau: Aaron, we can hear more from you on this subject on the current edition of Checks and Balance. Yes, John Prudeau and James Bennett and I talk at length about deportations, as well as a reporting trip I just took to the border to see how the border wall is finally being built. And there's also been a discussion about this on Insider as well. So lots of other things to listen to. Aaron, thank you so much. Thank you, Rosie.

10:46Okay, real talk. Every time I open up my inbox, I've got this vision of the day I'm going to have. Deep work. Big ideas. The project I keep meaning to start. Three hours vanish into replying to threads and hunting down a file someone sent last week. I've tried AI tools that promised to fix this. They didn't. They were just another tab I had to open, explain myself to, and abandon by Thursday. Superhuman is different. It's at your service, not after your job. It's already where you work, so I'm never starting from a blank tab. It's from the makers of Grammarly, living right inside of the tools I already use, like Gmail and Slack.

11:24When I'm drafting a message or making sense of a messy thread, it just helps. Like a thought partner that's already caught up, so we get to the hard part together. The problem was never too little time. It's that busy work crowds out the work that actually matters. Start streamlining your workflows with Superhuman. Try today at superhuman.com.

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13:02sort of self-governing internet forum whose design encourages diversity. Whatever your interest or curiosity or obsession, there's a subreddit for it. It bills itself as the heart of the internet, but there are palpitations. Reddit's shareholders are rightly worried about what happens to all that sweet, sweet human-generated stuff in the era of AI. Reddit has had a difficult time as of late. Its share price has dropped by about a third this year. Shira Aviona is a business correspondent for The Economist. If you've done a Google search lately, you might have noticed one reason why. That AI-generated box at the top above the old-school 10 blue links.

13:45Investors worry that if people get their information from that box and not from links like sites to Reddit, that will hurt its traffic and therefore its business. so before we get into what sort of business model troubles it's got what is its business model so reddit's executives like to say that it's kind of neither fish nor foul it's not quite social media and in fact it kind of harkens back to the old forums of the early internet in the 90s so some of its business is like instagram which generates profit from an ads business that's based on serving users, things that might be relevant to them.

14:24But some of it is also like Wikipedia in that it relies very heavily on an army of volunteer moderators that, you know, police their individual sub-forums or sub-Reddits in its parlance. And in fact, this kind of tension between being kind of like social media but kind of not has caused Reddit problems in the past. So, for example, in 2023, many of Reddit's volunteer moderators went on strike after the company announced that it would start charging for access to its application programming interface, or API, which many independent developers used to kind of build apps off Reddit. But in the end, the platform stuck with the policy.

15:08And in fact, at the time, it may not have had small developers in mind because the following year it announced deals with Google and OpenAI, who reportedly agreed to pay$60 and$70 million a year to use Reddit's data to, in part, train AI chatbots like ChatGPT. And why is Reddit's data worth so much to the likes of Google and OpenAI? So a study commissioned by the company showed that at least among many leading American chatbots, Reddit is the most cited source. And one super valuable use of its data is generating product recommendations. So some really popular subreddits like BuyItForLife, but also my personal favorite, SkincareAddiction, have a really passionate community of people that will give you honest, non-sponsored product reviews.

15:59reviews and Reddit says that about 40 % of conversations across the site as a whole relate to commercial activity in some shape or form and a lot of that is shopping. And having that kind of corpus of high quality reviews and in fact human debate about, well, which dishwasher lasts longer and which hairdryer is better is really useful for AI chatbots that want to generate their own shopping recommendations and in fact themselves one day hope to make revenue off of presenting products to users and then taking a cut when they buy them. So in turn, they want to make recommendations and sell ads against them.

16:39So Reddit has sold its golden goose already, though, to these chatbot makers. As of late, Google's relationship with Reddit in particular has become a bit less of a two-way street. So for years, it directed a lot of search traffic Reddit's way. You can think of the kind of classic search tool of just appending Reddit to your query if you wanted results from Reddit comments. But as Google steers people away from sending them to other sites and toward its own kind of AI overview of information, that might affect Reddit's traffic. Investors worry. Reddit stock took its largest ever single day plunge in July after it said that, quote, choppy search referrals may have hurt.

17:27And independent data suggests that the average amount of time per user spent on Reddit's app has been dropping too in recent months. So what's to be done then, given that this relationship is already sort of set in stone? So Reddit has two main options. One is to bargain for a better deal with Google and other companies now that it knows just how valuable its data is. And the company is reportedly working on negotiating those agreements, although it hasn't said whether or not it's committed to re-upping the ones that it made several years ago. It's also sued a number of AI companies with whom it didn't make agreements saying that they illegally used its data to train AI chatbots anyway.

18:13And if it wins those lawsuits, that might give it useful leverage in future negotiations if it decides to go down that route. But I think the second path is probably the one that Reddit's executives have suggested they would prefer, which is rather than becoming a kind of data mine for other companies to attract more users to come to its site and even more its app directly without needing to be referred either from a chatbot or from search. So in its last earnings call, its boss, Steve Huffman, said that traffic from search which is not where the business lives. And it hopes that more people will create an account, log into the app, and that that will help it make its ads business, which is growing really rapidly already, the kind of cornerstone of its revenue rather than training deals.

19:09Any specific skincare recommendations for me on the basis of what you've learned on Reddit? Wear sunscreen. I really like the cheap Japanese ones that you can get in convenience stores there. Right. Not sponsored. Other brands are available. Shira, thanks very much for your time. Thanks, Jason.

19:54On a sultry summer night, as a slumbering London slipped into the witching hour, I made my way to the British Museum.

20:02Rosie Blau: Alexandra Sewitch-Bass is The Economist's culture editor. Sounds like a lorry. Standing in a loading bay, I waited until a truck loomed out of the darkness. Chaperoned by a police escort from an undisclosed location in France, this delivery is why we were all here. To witness a homecoming some 900 years in the making. An enormous crate was unloaded and ushered inside. There, a small army of curators began the breathless task of unfurling its cargo, slowly revealing an epic saga of war and conquest. You start to get these kind of glimpses of the story that you're used to, and you're going to predict what the next kind of bit is.

20:51So a bit geeky, really, but it was just amazing just to kind of say, oh my gosh, we're going to see this now, and that's going to come off. Stretching the length of a Boeing 747, the bio-tapestry is the only surviving work of medieval art of its size. Though it was likely stitched in England, it's named after the French town where it's lived for close to a millennium. Its much-anticipated exhibition at the British Museum is the first outside of France. The tapestry depicts William the Bastard-turned-conqueror's invasion of England in 1066.

21:30It begins with England's childless king, Edward, sending a nobleman named Harold to Normandy. Once there, he befriends William and appears to swear an oath that William should have the crown. But when Edward dies, Harold breaks his promise and claims the throne. High above, the cosmos voice their displeasure. Haley's comet blazes across the sky, an omen of doom. Then comes the war. William and his Norman countrymen are easily identified by their odd hairstyle Long locks in the front, shaved bald in the back Their English rivals, meanwhile, sport mustaches Medieval as the scene is, there's something immediately legible about it It has that kind of three-dimensional look, those cartoon-like characters They have an immediacy, don't they, that makes you kind of quite familiar with it Michael Lewis is one of the curators behind the new exhibition.

22:33It's a sort of style that we're familiar with nowadays in other ways. So, for example, cartoon books or graphic novels. You know, there's something about that that you kind of easily kind of relate to. Indeed, this bit is cartoonishly brutal. The battlefield is strewn with stripped corpses, felled horses, flying arrows and pointed suffering. Harold is killed, English troops flee, William is victorious. And then... We don't know how it ends, do we? No. That's because the end of the tapestry is missing. It's theorized that it once showed William's triumphant coronation, but no one knows for sure.

23:22one expert told me it could have gone on for a few centimeters or even a few meters but this air of mystery is part of what makes it so compelling I think things that you have to kind of fill in the blanks are more alluring than if everything is I don't want to use the phrase nailed down because that feels unfortunate for a tapestry but I think the fact that there is something missing it kind of actually invites you in as both a narrative, but, you know, as a supreme piece of medieval art, to engage with it and think about why it was made, what's missing, what it means. It's an object with real presence.

23:56As Nick Cullinan, the British Museum's director, explained to me, much of the tapestry's creation remains unknown. Who commissioned it? Who made it? And how was it actually all done? You know, a 70-plus-meter tapestry. The physical act of embroidering that, how many hands? you know, probably women, probably nuns. It's probably done outside because of leading lights. I just think, the idea of all of these nuns sitting in a field is, I mean, something that's so monumental, but is so intimate in its making is really interesting. Whoever held the needle, their work still has so much to offer. The richly embroidered linen teams with 737 animals and 627 people.

24:42There are the Latin phrases, the Aesop's fables in the margins, the oddly prominent genitalia. And then there's all the timestamps it's collected over the centuries, the little artistic liberties restorers have taken, an arrow hitting an eye here, a man wrapped in a vine there. And of course, there's the story of its survival, how it dodged being ripped up for wagon covers during the French Revolution, Napoleon's fondness for its visions of victory over the English, the Nazis' efforts to steal it. At its heart, it evokes unchanging themes of the human experience, promises and power, suffering and salvation.

25:25The people who are living through that, I mean, just the kind of strife and turmoil that they would have experienced around them. And if you think of the women who embroidered the tapestry, then they probably would be reflecting on some of this as they do those stitches. You know, there's scenes of women experiencing violence, there's scenes of houses being plundered, there's scenes of men being killed. So this probably would have hit them pretty hard as they were creating this embroidery. It's a tableau that's as tragic as it is timeless. A world ravaged by violence, survivors seeking solace and understanding in art.

26:02These threads stretch across time and generations.

26:34Rosie Blau: The Intelligence We'll see you back here tomorrow.

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From the publisher

Donald Trump’s stance on immigration helped him win the presidency. Our correspondent asks if a backlash against the campaign could damage Republican midterm prospects. Reddit is struggling in an age of AI. And the enduring beauty of the Bayeux tapestry.


Guests and host:

  • Aryn Braun, West Coast correspondent
  • Shera Avi-Yonah, business correspondent
  • Alexandra Suich Bass, culture editor
  • Rosie Blau, co-host of “The Intelligence”
  • Jason Palmer, co-host of “The Intelligence”


Topics covered: 

  • Deportation, ICE, immigration, Minneapolis
  • Reddit, Google, AI
  • Bayeux tapestry, 1066, British Museum


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