Peter Thiel is a recurring person in the Astral Codex Ten archive, appearing 26 times across 26 issues between February 14, 2021 and January 06, 2026. The archive places it in contexts such as "linked to right-wing / pro-Trump figures in Silicon Valley like Peter Thiel. This is true"; "I met Peter Thiel once, kind of unexpectedly, at a party"; "I think we would all be disappointed in Peter Thiel if he were not involved in this somehow". It most often appears alongside Trump, Twitter, Elon Musk.
- Article page
- Peter Thiel
- Mention count
- 26
- Issue count
- 26
- First seen
- February 14, 2021
- Last seen
- January 06, 2026
- Statement on New York Times Article
- Prospectus On Próspera
- Mantic Monday: Grading My Trump Predictions
- Highlights From The Comments On Culture Wars
- If You're So Smart, Why Aren't You Governor Of California?
- 21
- 21
- So You Want To Run A Microgrants Program
- Every Bay Area House Party
- Highlights From The Comments On Billionaire Replaceability
- Another Bay Area House Party
- Even More Bay Area House Party
- 23
- Book Review: Paper Belt On Fire
- Links For April 2023
- Bride Of Bay Area House Party
- Book Review: Elon Musk
- What Ever Happened To Neoreaction?
- Son Of Bride Of Bay Area House Party
- Subscrive Drive 2024 + Free Unlocked Posts
- 25
- 1DaySooner's Trump II Health Policy Proposals
- Sources Say Bay Area House Party
- The Bloomer's Paradox
- Links For December 2025
- Highlights From The Comments On Boomers
4. They further presented a more general case that I am six-degrees-of-Kevin-Bacon-style linked to right-wing / pro-Trump figures in Silicon Valley like Peter Thiel. This is true – I can think of a friend of mine who also knows Peter Thiel. In fact, I met Peter Thiel once, kind of unexpectedly, at a party, long before Trump was in the news, and exchanged about two sentences of conversation with him (I don’t think he had the slightest idea who I was, nor was there any reason he should have). I have never personally met the other right-wing figures named in the article. I wrote a 30,000 word condemnation of one of them on my blog a few years ago, and we have since had some email exchanges about to what degree this was unfair. I received a sympathetic email from another of them about the Times article. Others I have had literally no contact with. Again, it would not surprise me if I was a few degrees of social separation from some of these people. I don’t feel like this means I have done anything wrong, and I assume most people are a few degrees of social separation away from a Republican or Trump supporter. I myself am a Democrat, voted Warren (IIRC) in the primary, and Biden in the general.
HPI is getting some funding from Pronomos Capital, who are exactly the sort of people you would expect to see founding their own city. Pronomos is a group of Silicon Valley libertarians interested in competitive governance; their site predicts "crowd choice in governance providers, new startup societies approved by existing states, and completely new developments in unclaimed areas such as the high seas or celestial bodies". Some of them are veterans of the Seasteading Institute, who wanted to create charter cities on floating platforms in international waters. Pronomos is run by former SI head Patri Friedman (grandson of Milton Friedman, son of David Friedman), and their advisors include cryptocurrency mogul / VC / outspoken libertarian Balaji Srinivasan, legendary venture capitalist Naval Ravikant, and lots of other apparently rich and famous people who I know less about. I think we would all be disappointed in Peter Thiel if he were not involved in this somehow, and it looks like in fact he’s a major Pronomos funder.
I think the biggest mistake I made was to expect Trump to be more competent (at achieving his own goals) than he was. Trump's winning the election was weird enough that I think everyone was flirting with Scott Adams' thesis that he was some kind of bizarre "clown genius" or "drunken master" type whose apparent bumbling was just him playing so many levels above the rest of us that we couldn't understand it. I think something like this might be true for his ability to speak to the Republican base, but it obviously didn't translate into politics, policy, or having any idea what to do with the Presidency. Possibly my underlying error here was overestimating the correlation between different types of intelligence - just because someone has figured out a weird drunken-master strategy for winning the hearts of conservatives doesn't mean he has any special talent at anything else. I think it took me a year or two to fix this misapprehension, aided by things like his split with the potentially-competent-Machiavellians in his administration like Steve Bannon or Peter Thiel, and the constant churn of corrupt and ineffective appointees.
I think this vastly undervalues the demise of Gawker after being taken out by Peter Thiel in 2016. Gawker was not just one site, but many sites cross referencing each other in a hipster cacophony of pseudo-anti-capitalist ilk that only Ivy league educations can provide. The main beneficiary for all of the years leading up to 2016 was Jezebel, the feminist(ish) newsblog, that is one of the few remaining veterans of the Nic Denton side of the war. They were amplified by all the other Gawker sites fighting the man (I guess) and mentioning each other's stories, all in the heart of the NYC in a news world that was still reeling from the fact that online blogs were actually competing and putting out new content (gasp) hourly, not just daily. They clearly didn't care about fact checking that much, and had no qualms about being two-faced; so scruples were right out the window. And for all of the preceding years this article mentions, not coincidentally around the same time as Gawker's supremacy, gender as a topic, indeed, did rule the roost.
3. Californians are lucky Peter Thiel isn't a Democrat, because his mind is minmaxed for spotting opportunities like this, and you can bet he would have gotten involved here if he could have. The rest of us should keep re-reading Zero To One until it penetrates our thick skulls.
Lots of online learning startups hope to disrupt college. Intellectuals like Bryan Caplan have been pointing out that college gives people a lifetime of debt for little value beyond signaling, and business leaders like Peter Thiel have tried to incentivize young people to break out of the college racket and gain education and experience in other ways.
Second, Bitcoin miners don’t want a city the shape of a Bitcoin with a central plaza in the shape of a Bitcoin logo. They want cheap electricity. Bukele has promised that there will be cheap geothermal power from the volcano, which sounds good, but this article says El Salvador’s existing geothermal energy costs about 12 cents/kilowatt-hour, much higher than the 4 cents/megawatt-hour miners can get in the current cheapest areas. Maybe El Salvador could do a really good job upgrading their energy infrastructure, but at some point you’re subsidizing this rather than using it as a cash cow. And third, this isn’t even the stupidest plan to build a cryptocurrency-themed city in the Third World. That arguably goes to Akon City, a thing where a pop singer named Akon was going to build a cryptocurrency city in Senegal. Now, without any construction having started, they’re planning to build a second one in Uganda! All competing for the same handful of crypto companies! But I looked into Bukele to see if he was a moron with a habit of coming up with terrible ideas. It seems like no. He rose from nothing to become El Salvador’s first outside-the-traditional-party-system president, and has an approval rating of around 90%. And apparently he’s presided over a historic drop in the homicide rate of this previously murder-capital-of-the-world country. Although I’m betting that one day he’ll make a great Dictator Book Club entry, I’m prepared to give him the benefit of the doubt on “doesn’t do stupid things for no reason” What’s the non-stupid explanation for this? Maybe it’s supposed to be a signal. You can give up 5% of the way through, but even trying to build a Bitcoin-shaped city at least shows very conclusively that you’ve got a crypto-friendly regulatory climate, so many easily-spooked crypto companies will flock to you. This makes sense in the context of big crypto companies moving to the Caribbean for regulatory reasons, eg FTX moving to the Bahamas and Binance moving to the Cayman Islands. But if I understand correctly, both of these companies make on the order of $1 billion a year. If El Salvador can tax them at 5% (dubious, since a big part of promising a friendly regulatory climate is low taxes), that’s still only $100 million if they can capture both of them. Which they can’t, because these companies seem happy where they are. And I don’t think there are a lot of similarly-sized crypto companies looking for Central American homes that I don’t know about. And even though El Salvador is pretty poor, it’s not so poor that $100 million is worth embarrassing themselves over. So I’m stumped. EDIT: See this comment. Praxis, aka Bluebook Cities, the Internet Speaking of stumped, who are these people? Right now, they’re a web page with a lot of buzz promising the City Of The Future, in very poetic language: Praxis is a grassroots movement of modern pioneers building a new city. We are technologists and artists, builders and dreamers. We are building a place where we can develop to our fullest potentials, physically, culturally, and spiritually. Bitcoin was developed as a financial technology with political goals identical to those of the Founding Fathers: liberation. The ultimate end of crypto is the possibility of a future for humanity unshackled from the institutions that seek to limit our growth. Our ultimate goal is to bring about a more vital future for humanity, and we will use technology to achieve this righteous end. Our civilization is unwell. We eat food that kills us, we’ve lost sight of beauty, and we neglect our spiritual lives. The world is deranged and decayed, and this frightens people. We don’t look up from our screens; we seek to live within them. Crypto is a fundamentally political technology -- escape to the metaverse is a betrayal of the principles on which it was founded. We are descended from the people who built Rome and Athens, who dared to split atoms and voyage to the Moon. We can build new worlds not just of bits, but of atoms. But where is this city? What will its policies be? As we leave old lands, our values are our compass. Like wolves, tribes of pioneers are muscular by necessity. For voyaging tribes to settle, they must perform murmurations: intricate coordination with little communication, at scale. This is only possible with a strong sense of asabiyya (group feeling derived from deeply-held shared values). Our values inform the destiny we desire, and for which we struggle. Asabiyya is forged in this struggle. With asabiyya, pioneers can earn the divine mandate to build a city. Cities are the fount of human ingenuity. In cities, people enjoy their fullest potential by contributing their resources under the auspices of civilization. Who even are you? What experience do you have with city-building? Civilizations rise and fall. All around us, we see civilizational decay. The people are not vital: physically, culturally, spiritually. We live in an era of obesity, remakes, and pollution. We are losing the divine mandate, and in an era of absolute weapons, what’s at stake is everything. But perhaps there’s some glory in death by a light brighter than a thousand suns. A worse fate may await humanity: atrophied bodies submerged in gel, fed synthetic bug paste, minds occupied by the petty amusements of a corporate metaverse. There, nothing is at stake; there are no frontiers to explore; no growth is possible. Nothing to live for, and nothing to die for. As we walk between these twin fates, the light of our civilization dims. But beyond the horizon, we see a new light emerging. Like the sun at dawn, it cannot be stopped. Vitality itself is the foundational value of this new civilizational form, and we have the technology to enact our moral imperative as never before. You’re not answering my…okay, fine, whatever, forget it. As far as I can tell, Praxis is two 25-year-olds with no previous experience, armed with about $10 million in Peter Thiel’s money. Peter Thiel is a smart person known for having good business sense, but he’s also known to have a weakness for young people who dream big and sound like purveyors of esoteric secrets. I wonder if the simplest explanation is just that this is one of the cases where his weakness got the better of his sense, and now these two random people have $10 million earmarked for building a city, and no idea what to do. [CORRECTION: some people involved in Praxis have reached out to tell me that it was $4 million instead of $10 million, and that it was Thiel-backed Pronomos and not Thiel himself. I’ll be getting in touch with them to learn if there are other issues or things I should correct here] But that’s not how they put it! The way they put it is - all previous charter city founders have started by approaching governments and pitching their ideas. But there’s a chicken-and-egg problem: governments don’t want to give land to a purely hypothetical city that might not pan out, and the city can’t pan out until governments give it land. Praxis’ plan is to build the community first, then go to a government saying “Here’s 50,000 people who have agreed to join our city, and lots of businesses and organizations that are excited about it. Please give us land for our guaranteed-success, concretely-existing project.” Now this is a different chicken-and-egg problem: why join a community of people with no land and no plans? Praxis writes: What if we try to draw people to new cities not on an economic basis, but rather on a spiritual one? Which city (or country) founding projects have succeeded that have drawn people on a predominantly non-economic, but rather spiritual basis? Among others, Israel and America. Both groups were oppressed, and sought the freedom to live by their values. Both felt the intangible pull of the frontier. Both had a keen historical instinct. This is how cities with spiritual significance are founded. The correct approach to city building in this new world is demand-first (or as Balaji Srinivasan calls it, Cloud City first). We build the citizenry before the city. First, we create communities of true believers, organized around shared values, online. People move to cities for people, and it follows that if you collect a group of people who all want to live together, they’ll all move together if at a moment in time everyone else does, too. Today, we have new tools. The emergence of Web3 enables us to supercharge communities with self-ownership, governance, and determination. Once you build a community of people ready to move to a new city together, you can self-finance the entire project. With something real to offer nations, conversations with governments become productive (e.g. Gigafactory). That’s how you make the risk dominoes fall. The problem is, Israel worked because it had Judaism. Judaism is a very specific belief. Prospera is specifically libertarian, Telosa is specifically Georgist, and even the Bitcoin-shaped volcano city knows what it’s about. What is Praxis? The use of “atrophied bodies submerged in gel, fed synthetic bug paste” as a warning reads very slightly right-wing to me - there’s a right-wing meme about how the media keeps trying to get people to eat bugs, and how this is the shape our future dystopia will take. But whether I’m right or wrong, the fact that it’s hard to tell is a problem. The only other clues we’re getting are their Discord, which seems to be focused around getting a currency called PRAX for completing tasks. Once you get enough, you can become a Member, which seems to be where the real excitement starts. (source) I’m not even being sarcastic - I expect being a member to be quite fun. I say this because when I was a teenager I was part of a bunch of country simulation projects, some of which got past the inherent nerdiness of being a country simulation project exactly the same way Praxis is doing it - by saying that we were going to become a real country someday, as soon as we were big enough to convince people. These were usually fun and interesting and educational, and I made lots of great like-minded teenage and twenty-something friends. But none of them ever came close to becoming a real country, and I’m not sure it was merely for lack of millions of dollars. I hope I’m wrong and they manage to forge new lands through struggle to uplift the human spirit or whatever. Elsewhere In Model Cities Vitalik Buterin on the intersection between local government and blockchain technologies. He recommends they “start with self-contained experiments, and take things slowly on moves that are truly irreversible”, which is a weird way of saying “what we crypto leaders really want is a city at the base of a volcano, shaped like a giant Bitcoin”.
One applicant mentioned that his bio project was advised by George Church - Harvard professor, National Academy of Sciences member, one of TIME Magazine’s “100 Most Influential People In The World”, and generally amazing guy. I was astonished that a project with Church’s endorsement was pitching to me, and not to Peter Thiel or Elon Musk or someone.
You and Wind say it together: “ . . . Peter Thiel!”
“Same place every overly confident young person gets money! Peter Thiel!”
“It doesn’t have to be Elon Musk. Depending on who your guests would be interested in, it could be Taylor Swift, or Tyler Cowen, or Peter Thiel . . .”
I think you can do better as a long-term shadowy manipulator like Peter Thiel or George Soros. But I’m not sure either of them has succeeded very much; the amount of good their money has done for their cause might be less valuable than the backlash against them is harmful. And I think a lot of their value added is less money per se than reputation and strategizing.
Maybe Michael or David senses your skepticism. His tone becomes more confrontational. “And if myths are really just for ‘galaxy-brainers who are too obsessed with the classical western humanities tradition’, then explain why my startup has already gotten $10 million in funding from Peter Thiel!”
“You’d be surprised how few it takes! At that level, you spend most of your time just keeping on top of what you’re already doing. A Forum or two a month is enough to bring most billionaires from actively expanding their influence to just treading water. Sometimes they even get addicted. Like Peter Thiel; I don’t think the poor dear has made a business decision in years.”
You’re not sure how much of the conversation you have permission to share, so you take evasive maneuvers. “Um. The Innovation Forum. Peter Thiel. That kind of thing.”
“Oh!” says hoodie guy, who introduces himself as Max. “I work for Peter Thiel! I do anti-aging research for him!”
(brief acknowledgment that all of this is heteronormative, but I think reasonably so: gays and lesbians probably already have symmetric, well-functioning dating scenes) What Can Peter Thiel Teach Us About Dating? There are hundreds of weird niche dating sites. Dating sites for cowboys. Dating sites for communists. Dating sites for clowns. Dating sites for chessmasters.
In Zero To One, Peter Thiel talks about a chicken-and-egg problem for social startups. Many people would like to use a social network like Facebook to talk to their friends. But when Facebook first starts, none of your friends are on it, which means you won’t join it, which means your friends won’t join it, and so on. Any new social startup has to find a way to grow quickly at exactly the time when the site is least useful.
Thiel describes how PayPal solved this: they advertised really heavily within the small community of eBay power users, who often buy and sell to other eBay power users. Eventually many of these people started using PayPal, and then other people who might want to transact with eBay power users started using it, and so on to the rest of society. Mark Zuckerberg solved this by starting with Harvard students, then other college students, and then the rest of the world.
A hagiography of Peter Thiel
An advertisement for the author’s hedge fund Michael Gibson’s memoir Paper Belt On Fire succeeds on all counts. The year was 2007. Gibson had just dropped out of Oxford (grad student, philosophy), and applied for a job with the CIA. His secret reason: when he was one year old, his father had admitted to his mother that he was a spy and might be in danger. Before he could tell her anything else, he was found dead, apparently of a heart attack. He thought maybe if he worked at the CIA, he would have access to more information about what happened. The CIA evaluated him (along with a telephone interview, an “IQ test, a personality test, a statement of values, [and] a set of essay questions”) and rejected him. Gibson got a job as an editorial assistant at a tech magazine and blogged on the side. Some of his blog posts came to the attention of Peter Thiel, who offered him a job at his hedge fund. Wasn’t it a bit bold to offer an Oxford philosopher a hedge fund job? Yes, the book mentions how brave and radical and unconventional Thiel’s hiring policies are about twice per paragraph. For example: The media consistently gets Peter wrong . . .The Atlantic’s George Packer wrote . . . that Peter’s hedge fund had the reputation of being a “Thiel cult” that was “staffed by young libertarian brains who were in awe of their boss, emulating his work habits, chess-playing, and aversion to sports.” Packer is a great writer, but in this he was dead wrong, as anyone actually working on the desk knew. Sure, Patrick “the Wolf Man” Wolff was technically a chess grandmaster, ranked higher than Peter, but hardly anyone else ever played. More importantly, the Wolf Man was a diehard Krugman Keynesian. Woersching was a lefty, too, an ardent fan of the egalitarian philosophy of John Rawls. And Josh, he was a dirt-road California Democrat who was a downhill ski junkie […] In truth, Peter didn’t hire just libertarians. He hired scapegoats who’d survived a mob. People who felt comfortable being a minority of one. Thiel in no way selects employees who agree with all of his controversial libertarian opinions. But, by total coincidence, Michael Gibson does agree with all of Peter Thiel’s controversial libertarian opinions. He writes about Cardwell’s Law; historian Donald Cardwell noted that no country remains on the cutting edge for long. During the early Renaissance, Italy was where it was at; a century later, it was Spain and Holland; later still, Britain and Germany, and now new discoveries and businesses come disproportionately from the United States. Why? Gibson and Thiel think that innovation is a rare and fragile plant, which thrives only in the hidden cracks between power structures. Established structures either stamp it out as a threat, or rent-seek off of it so hard that they bleed it dry. Wherever it succeeds, it has succeeded through weird quirks that prevent fat cats from parasitizing it to death. Hong Kong’s economic miracle was during the administration of John Cowperthwaite, an eccentric British libertarian who refused to collect economic statistics because he thought they would make it too easy for meddlers to extract value. America’s economic miracle happened because of a vast frontier - which not only provided freedom for westerners, but served as a BATNA for easterners, preventing their own institutions from sucking them too dry. Now the frontier has closed. New York City recently abandoned its attempt to build a light rail line to the airport: after reaching a $2.4 billion price tag and spending eight years in the planning phase, the government realized it wouldn't be able to overcome all the legal hurdles necessary to grant itself permission. The San Francisco Chronicle reported that it requires 87 permits, two to three years, and $500,000 to get permission to build houses in SF - and your plan might still get shot down because a planning commissioner thinks its glass windows are “a statement of class privilege”. The cracks have shut; the rare fragile plant has been shredded by a combine harvester. Gibson, like Thiel, is a believer in the Great Stagnation - the theory that we’re already reaping the consequences of our newly parasitic society. The early 20th century gave us cars, airplanes, electricity, and penicillin; the early 21st has so far given us some truly excellent social media sites but not much else. Innovation in the world of bits - unbound by geography, comparatively hard to regulate or extort - has sort of continued; innovation in the world of atoms has ground to a halt. And Gibson, like Thiel, talks like a man on a mission. What is good in man thrives only in a few tiny cracks, easily found and destroyed. The last crack was closed within living memory, but its legend hasn’t completely died; the few people who managed to pick up a little of its lore are racing against time to open a new crack before it is entirely forgotten and their project is left to the vicissitudes of history. The cover of “Paper Belt On Fire” goes hard. And yes, the “money” part is a reference to Bitcoin. Gibson’s heart was originally in charter cities - asking some government to open a tiny controlled crack in a sliver of its territory, promising it more meat in the end if it lets its victims grow fat and healthy than if it strangled them in the cradle. But for whatever reason they thought the time wasn’t ripe (the right time, apparently, would be 2019). Instead, Thiel asked Gibson to work on what would become the Thiel Fellowship. He teamed up with Danielle Strachman, a dangerously-hippie-adjacent burnt-out former charter school principal. Their plan was simple: offer talented kids $100,000 to drop out of school and do something exciting in the real world (usually start a company). Paper Belt spends long pages on the hate they got. Larry Summers called it “the single most misdirected bit of philanthropy this decade”. Journalist Jacob Weisberg said anyone who accepted the Fellowship would “halt their intellectual development at the onset of adulthood, maintaining a narrow-minded focus on getting rich as young as possible and thereby avoid the siren lure of helping others or pursuing knowledge for its own sake” (this was before journalists decided that helping others was also evil). Others focused on how there was no way any of these young people would possibly succeed or make money - when the first batch of Thiel fellows failed to revolutionize the world within one year, journalist Vivek Wadhwa wrote Billionaire’s Failed Education Experiment Proves There’s No Shortcut To Success. In fact (slightly conflating the part with the Fellowship with its successor fund): The press . . . hated us. In a 2016 New York Times op-ed, science journalist and author Tom Clynes claimed that “radical innovation has yet to emerge” from anything related to the Thiel Fellowship, and that “the biggest hits have been the most pedestrian.” Antonio Garcia Martinez, the author of the Silicon Valley memoir Chaos Monkeys, spewed forth his bile for us on social media: “For fans of ironic stupidity, Silicon Valley is a never-ending feast”, he wrote on Facebook. He went on to explain, with great vulgarity, why our fund would fail by backing young dropouts. My favorite . . . has to be the challenge issued by Scott Galloway, a professor and bloviator in marketing from NYU’s business school . . . who told Business Insider that if he picked ten smart recent graduates from his alma mater, the University of California at Berkeley, they would outperform any ten dropouts we worked with on some dimension of success related to income or startup formation. Of course he wouldn’t have written the book if any of these people had been right. I can’t find a list of all Thiel fellows, but there are ~20 per year and it’s been running about 12 years, so maybe 200 - 250? At least eight have founded companies valued at over a billion dollars, and others have become impressive philanthropists, activists, and scientists. Pretty good success rate. Gibson argues it’s not about the money, it’s about the mission. We’ve told young people they can’t succeed without the stamp of approval from big institutions. In order to get that stamp, they sacrifice their childhood on the altar of doing things that look nice to admissions officials, then go deep into debt to pay ruinous tuitions. All to waste four years of their lives listening to some professor drone on about post-colonial gender relations in Harry Potter so they can satisfy their gen ed requirement so they can learn the stuff they want to learn so they can get hired by McKinsey so that one day they can be cool and important enough to make a difference in the world. Why not tell young people they can just make the difference right now, without doing any of that? It’s not about the money - but when your graduates are routinely founding billion dollar companies, you’d be crazy to keep it that way. After a few years, Gibson and Strachman noticed the billion-dollar-bill lying on the ground, left the Thiel Fellowship, and started a new VC fund, 1517 (named after the year Martin Luther did some institution-challenging of his own). Their business plan was to do roughly the same thing as the Thiel Fellowship - only this time, invest in the companies beforehand (the parting with Thiel seems to have been amicable; he invested $4 million). So Gibson adopted the life of a venture capitalist. He talks frankly about the difficulties. For example, in one case he found someone nobody else believed in, gave them enough money to keep going, and helped them start their company in exchange for them giving Gibson a certain stake. After the company succeeded, Gibson accuses bigger VC firm Sequoia Capital of convincing the founder to kick him out, and stealing his stake. He says that in the world of VCs it’s poison to sue founders for any reason, so nobody can enforce contracts, so if your founders defect to a different VC for more money, there’s nothing you can do (this is not legal advice). Also, “please give me millions of dollars so I can invest it in college dropouts” is a tough sale for everyone except Peter Thiel. Still, he got a bit of money and tried his best. He takes as his - would it be insensitive to say “role model”? - John Walker Lindh, the American who defected to the Taliban (and who he apparently looked like). Probably it depends on the angle or something. Lindh was the only American to find Osama bin Laden in the early 2000s - he went to lots of jihadi training camps in the process of learning how to jihad, and Osama happened to be at one of them. The lesson, Walker says, is that if you want to find people who are hard to find, you need to steep yourself in their culture, truly understand them, become one with them. Good founders are hard to find. But he and Strachman went to dozens of dingy college dorms, math competitions, group houses, and hackathons, looking for people with the right sort of talent. After pooh-poohing IQ (“Marilyn vos Savant is listed as having the highest recorded IQ, and what does she do? She writes a column for a Sunday supplement in the newspaper”) he lists some of his own preferred metrics for judging would-be Thiel fellows and founders: Polytropon - a famously untranslatable Greek word (“of-many-turns”? “always-has-a-trick-up-his-sleeve” “clever bastard”?) used to describe Odysseus. Edge control - willingness to constantly surf the boundary between order and disorder Crawl-walk-run - ability to scale from a tiny startup to a big company. …and several others, including “tensive brilliance” and “Friday night Dyson sphere”. He and Danielle searched the country for people with these qualities, annoying colleges (he was banned from MIT after showing up too often to convince their students to drop out) and doing various stunts (on October 31 2017, the 500th anniversary of Luther’s theses, he nailed a list of anti-formal-education theses to the doors of the admin buildings of top colleges (“Our commercial printer had misunderstood our request and printed them on seven-foot-long scrolls. They were ridiculous . . . but it turned out for the best.”) At one point, he negotiated with a brilliant 21 year old who may have discovered a transformative diabetes therapeutic, but the hidebound conformist novelty-hating establishment refused to work with him just because he liked the Marvel Cinemat - okay, fine, he may have legally changed his name to “Tony Stark”. Still, Gibson saw past his eccentricities, helped him start his company, and gave him sage advice (he should introduce himself to other investors as “Anthony”). Skip through several more chapters of everyone hating Gibson and telling him he was wrong and refusing to give him money and cheating him out of the money he already had, and the payoff is Luminar. One of the dropouts they cultivated founded a beyond-cutting-edge lasers-for-self-driving-cars company which went public at $3 billion. 1517 made $200 million from the deal - it sounds like they had only ever raised about $25 million, so their investors must have octupled their money on that company alone. Everyone involved is now very rich, and Gibson considers his anti-education thesis on the way to being proven. The book ends with a newly-resourced Gibson continuing his quest to figure out whether and why the CIA killed his father, but it’s slow going. If any of you know a guy named Albert van Dam in Amsterdam, or how to convince Swiss banks to reveal secret account information, get in touch with him. II. A common pattern: I assert something. Everyone yells at me and tells me I’m wrong and stupid, sometimes in very colorful language. I wait, time proves me right, and I write an essay gloating educating people about this. The median comment is “of course this is true, nobody ever denied this was true, why are you wasting our time with something obvious?” I hate this and I try to avoid doing it to other people. This is too bad, because I’m tempted to say: obviously talented dropouts can start good companies. We’ve known this at least since Bill Gates dropped out of Harvard in 1975 to start Microsoft. But also, obviously they can. Brilliant and driven people can succeed whether they get a college education or not. If Bill Gates had stayed an extra two years at Harvard, he probably would have taken a few more advanced math classes not really related to programming software or running a company. So why should we even have as a hypothesis that he couldn’t start Microsoft successfully without doing that? Still, Gibson adequately proves that lots of people hated him and were sure he would fail. Either we should read this backwards - learn that there was once a time when pro-college messages were even stronger than now, so strong that people thought it was literally impossible to succeed without every single day of a four-year college application - or the critics were trying to get at something deeper they were bad at expressing. For example: what, exactly, is Gibson’s alternative to the education system? The back-of-book-blurb says Paper Belt On Fire is about “how higher education and other institutions must evolve to meet the dire challenges of tomorrow” - but evolve how? What exactly has been proven here? A few of the very brightest young people, hand-picked by an expert young-person-picker and given $100K, can become billionaires or make great discoveries without a college degree. What are the implications? Suppose you are an average college student with an average level of talent and motivation. Should you drop out and try to create a company for Peter Thiel? Based on how many average-talent people Thiel rejects, even he doesn’t think you should do that. And if you don’t have a good answer to this question - the one relevant to 99.9% of education system inmates - have you really launched a challenge to the educational system? Gibson doesn’t address this question, but I predict he would admit that, fine, he doesn’t have an alternative to the education system in the sense of “educate people this way rather than that way”. He just wants less formal education, and has proven this will work fine. True, he’s only proven it for a tiny subset of ultra-talented people. But “billionaire tech founder” is a hard job - if it wasn’t, more people would do it and reap the $1 billion reward. Proving that people can become billionaire tech founders without college degrees implicitly suggests they can be successful middle managers or budget analysts without college degrees. So the sort of companies that need middle managers and budget analysts should also consider hiring people without degrees, and the sorts of average-level-of-talent-and-motivation people who want these jobs should consider skipping college. Would this work? Probably. It worked in the early 1900s, when only 5-10% of Americans had college degrees but the country seemed about as dynamic and successful as it does now. It worked for people like George Washington, Abraham Lincoln, and Thomas Edison, none of whom went to college. It works in other countries - for example in the UK where young doctors skip undergrad and go straight to medical school, and whose patients get about the same outcomes as in the US. It works for people with impractical degrees like philosophy, who are constantly getting jobs in (and doing well in) fields that don’t require you to compare Locke vs. Leibniz’s perspective on a priori truths. So this would work if everyone agreed to do it at once, which they won’t. The way college gets you is adverse selection. Suppose that tomorrow, you - a smart and hard-working person who could easily get a college degree - decline to do so, because you appreciate Peter Thiel and Michael Gibson’s anti-institutional perspective. The pool of people without college degrees is now, to a first approximation: 200 million people who weren’t smart to get in, rich enough to afford it, or motivated enough to finish.
Probably it depends on the angle or something. Lindh was the only American to find Osama bin Laden in the early 2000s - he went to lots of jihadi training camps in the process of learning how to jihad, and Osama happened to be at one of them. The lesson, Walker says, is that if you want to find people who are hard to find, you need to steep yourself in their culture, truly understand them, become one with them. Good founders are hard to find. But he and Strachman went to dozens of dingy college dorms, math competitions, group houses, and hackathons, looking for people with the right sort of talent. After pooh-poohing IQ (“Marilyn vos Savant is listed as having the highest recorded IQ, and what does she do? She writes a column for a Sunday supplement in the newspaper”) he lists some of his own preferred metrics for judging would-be Thiel fellows and founders: Polytropon - a famously untranslatable Greek word (“of-many-turns”? “always-has-a-trick-up-his-sleeve” “clever bastard”?) used to describe Odysseus. Edge control - willingness to constantly surf the boundary between order and disorder Crawl-walk-run - ability to scale from a tiny startup to a big company. …and several others, including “tensive brilliance” and “Friday night Dyson sphere”. He and Danielle searched the country for people with these qualities, annoying colleges (he was banned from MIT after showing up too often to convince their students to drop out) and doing various stunts (on October 31 2017, the 500th anniversary of Luther’s theses, he nailed a list of anti-formal-education theses to the doors of the admin buildings of top colleges (“Our commercial printer had misunderstood our request and printed them on seven-foot-long scrolls. They were ridiculous . . . but it turned out for the best.”) At one point, he negotiated with a brilliant 21 year old who may have discovered a transformative diabetes therapeutic, but the hidebound conformist novelty-hating establishment refused to work with him just because he liked the Marvel Cinemat - okay, fine, he may have legally changed his name to “Tony Stark”. Still, Gibson saw past his eccentricities, helped him start his company, and gave him sage advice (he should introduce himself to other investors as “Anthony”). Skip through several more chapters of everyone hating Gibson and telling him he was wrong and refusing to give him money and cheating him out of the money he already had, and the payoff is Luminar. One of the dropouts they cultivated founded a beyond-cutting-edge lasers-for-self-driving-cars company which went public at $3 billion. 1517 made $200 million from the deal - it sounds like they had only ever raised about $25 million, so their investors must have octupled their money on that company alone. Everyone involved is now very rich, and Gibson considers his anti-education thesis on the way to being proven. The book ends with a newly-resourced Gibson continuing his quest to figure out whether and why the CIA killed his father, but it’s slow going. If any of you know a guy named Albert van Dam in Amsterdam, or how to convince Swiss banks to reveal secret account information, get in touch with him. II. A common pattern: I assert something. Everyone yells at me and tells me I’m wrong and stupid, sometimes in very colorful language. I wait, time proves me right, and I write an essay gloating educating people about this. The median comment is “of course this is true, nobody ever denied this was true, why are you wasting our time with something obvious?” I hate this and I try to avoid doing it to other people. This is too bad, because I’m tempted to say: obviously talented dropouts can start good companies. We’ve known this at least since Bill Gates dropped out of Harvard in 1975 to start Microsoft. But also, obviously they can. Brilliant and driven people can succeed whether they get a college education or not. If Bill Gates had stayed an extra two years at Harvard, he probably would have taken a few more advanced math classes not really related to programming software or running a company. So why should we even have as a hypothesis that he couldn’t start Microsoft successfully without doing that? Still, Gibson adequately proves that lots of people hated him and were sure he would fail. Either we should read this backwards - learn that there was once a time when pro-college messages were even stronger than now, so strong that people thought it was literally impossible to succeed without every single day of a four-year college application - or the critics were trying to get at something deeper they were bad at expressing. For example: what, exactly, is Gibson’s alternative to the education system? The back-of-book-blurb says Paper Belt On Fire is about “how higher education and other institutions must evolve to meet the dire challenges of tomorrow” - but evolve how? What exactly has been proven here? A few of the very brightest young people, hand-picked by an expert young-person-picker and given $100K, can become billionaires or make great discoveries without a college degree. What are the implications? Suppose you are an average college student with an average level of talent and motivation. Should you drop out and try to create a company for Peter Thiel? Based on how many average-talent people Thiel rejects, even he doesn’t think you should do that. And if you don’t have a good answer to this question - the one relevant to 99.9% of education system inmates - have you really launched a challenge to the educational system? Gibson doesn’t address this question, but I predict he would admit that, fine, he doesn’t have an alternative to the education system in the sense of “educate people this way rather than that way”. He just wants less formal education, and has proven this will work fine. True, he’s only proven it for a tiny subset of ultra-talented people. But “billionaire tech founder” is a hard job - if it wasn’t, more people would do it and reap the $1 billion reward. Proving that people can become billionaire tech founders without college degrees implicitly suggests they can be successful middle managers or budget analysts without college degrees. So the sort of companies that need middle managers and budget analysts should also consider hiring people without degrees, and the sorts of average-level-of-talent-and-motivation people who want these jobs should consider skipping college. Would this work? Probably. It worked in the early 1900s, when only 5-10% of Americans had college degrees but the country seemed about as dynamic and successful as it does now. It worked for people like George Washington, Abraham Lincoln, and Thomas Edison, none of whom went to college. It works in other countries - for example in the UK where young doctors skip undergrad and go straight to medical school, and whose patients get about the same outcomes as in the US. It works for people with impractical degrees like philosophy, who are constantly getting jobs in (and doing well in) fields that don’t require you to compare Locke vs. Leibniz’s perspective on a priori truths. So this would work if everyone agreed to do it at once, which they won’t. The way college gets you is adverse selection. Suppose that tomorrow, you - a smart and hard-working person who could easily get a college degree - decline to do so, because you appreciate Peter Thiel and Michael Gibson’s anti-institutional perspective. The pool of people without college degrees is now, to a first approximation: 200 million people who weren’t smart to get in, rich enough to afford it, or motivated enough to finish.
16: The Extended IQ Classification (Classified) 17: Eliezer in TIME Magazine. Related: 18: Related: interview with Ryan Kupyn, winner of the 2022 ACX Forecasting contest, on forecasting AGI: 19: Related: Geoffrey Hinton, probably the most accomplished AI scientist in the world, says that “until quite recently, I thought it was going to be like 20 to 50 years before we have general purpose AI, and now I think it may be 20 years or less”. Also that AI wiping out humanity is “not inconceivable . . . that’s all I’ll say”. 20: Related: you’ve probably all seen this by now, but Pause Giant AI Experiments: An Open Letter. 30,000 people - including deep learning pioneer Yoshua Bengio, former presidential candidate Andrew Yang, Elon Musk, Steve Wozniak, Gary Marcus, and MIRI director Nate Soares - have signed a letter calling for a six month pause on training AIs bigger than GPT-4. Many people have made fun of this, noting that nobody has an argument for why a six month delay would help anything. And an additional reason for eye-rolling: training AIs larger than GPT-4 is extremely expensive and hard, the most likely people to do it within a six month timespan are OpenAI themselves, and they’ve announced they’re taking a break and not planning on doing this, so the letter is demanding a stop to something which probably won’t happen anyway. I think it’s intended be a compromise between many people all vaguely against current levels of AI progress for different reasons (Scott Aaronson says - I can’t tell how seriously - that some are AI researchers who want to be able to publish papers on the current generation of AI without them becoming obsolete halfway through peer review), most of them are thinking of it as mood-affiliation-y “let’s make noise and show lots of people are worried about AI and want action”, and “a six month pause” was a sufficiently vague proposal that it didn’t prevent any of these people from signing. You could have done just as well with a letter saying “AI BAD”, except that people would have taken it less seriously. Less cynically, FLI (the group behind the letter) has put out a list of concrete policy proposals they would like people to discuss during the pause. [update: here’s Max Tegmark from FLI explaining what he hopes to achieve with the letter/pause] The alignment community always figured their concerns sounded too weird for normal people to care about, that politics was a lost cause, and that our best hope lay in technical research. They also hoped that sometime in the future there would be a “fire alarm” - something would happen to get people and policy-makers’ attention - and then the political route would open up. I think we always imagined this as some AI-initiated disaster destroying a city or something. I personally am pretty surprised it was just “GPT-4 got released and was very good”. Still, that is what happened, and I’m updating. In fact, I’ve updated so far that I’m starting to worry that the problem won’t be building a political coalition against unsafe AI, the problem will be not overshooting and banning all AI forever. I’m against this: I think society’s current track is toward other existential risks or dystopia, that AI could kill everybody but could also create post-scarcity and an end to most of our current problems, and that at some point (not yet!) the risk of continuing the current path indefinitely becomes worse than the risk of just going with AI and seeing what happens. In my ideal world, we would take ten or twenty years to go really slowly with AI, pouring lots of resources into alignment the whole time - but eventually, we would take the plunge. Everything I’ve said on this topic in the has been about giving us that breathing room and those resources. Still, I also want to make sure we don’t totally kill AI the way we’ve killed (to various degrees) nuclear power, supersonic flight, and genetic engineering. I’m still trying to calibrate what that means I should be doing, but I have a lot of respect for everyone on all sides. Except the people making terrible arguments (you know who you are!) 21: I’m not sure what this means in real life or why this would have changed, but congratulations to Peter Thiel, I guess: 22: This month in institution design: The Pear Ring is a distinctive ring you can wear to signal that you’re single and interested in people introducing themselves or flirting with you. Good idea in a vacuum, but I’m worried about the two usual banes of things like this - how do you build up a critical mass who understand the signal, and how do you prevent negative selection (even if it’s just “selection for weird people who like weird institution design things”?) Also, this is one of the rare cases where a startup is selling a practical product and I’d prefer a subscription-based Internet Of Things monstrosity - surely it would be even better if you spotted someone wearing the ring and then you could use your smartphone to call up their dating profile. 23: A few years ago I wrote Trump: A Setback For Trumpism, about how after Trump was elected, support for most of his policies (including immigration restrictions) fell. A new paper confirms that this is a general pattern whenever right-wing populists win an election. I continue to be interested in why this is true for right-wing populists in particular. 24: 200 Concrete Problems In AI Interpretability. “You can note which you're working on, and reach out to other people doing the same.” 25: Some good discussion of Nayib Bukele’s apparently successful anti-gang crackdown in El Salvador: Richard Hanania presents evidence that it’s not just a “deal with the gangs”, it’s a real crackdown that should be embarrassing to other countries that choose not to do this.
You imagine the Emperor Nero, who has tasted every delicacy in the world, hearing about such wonders and considering them the pinnacle of his lifetime of hedonism. You honestly kind of crave a fried egg. “I would like to invest in your restaurant,” you tell him. “Too late,” he answers, “Peter Thiel has already taken the whole seed round.”
Musk creates cognitive dissonance: how can someone be so smart and so dumb at the same time? To reduce the dissonance, people have spawned a whole industry of Musk-bashing, trying to explain away each of his accomplishments: Peter Thiel gets all the credit for PayPal, Martin Eberhard gets all the credit for Tesla, NASA cash keeps SpaceX afloat, something something blood emeralds. Others try to come up with reasons he’s wholly smart - a 4D chessmaster whose apparent drunken stumbles lead inexorably to victory.
In 1999, a young Elon Musk founded a payments startup called X. It did okay, but it soon became clear that the savvy business decision was to merge with competitor Confinity. The original plan was to stay X and keep Musk as chairman (later CEO). But Confinity leader Peter Thiel pulled a coup, took the CEO position, and renamed the company PayPal.
Musk has a saying: “The most entertaining outcome is the most likely”. The most entertaining outcome here would be for Peter Thiel to take over Twitter and rename it “PayPal”. I can’t wait.
Neoreaction fascinated a lot of people. Lots of people really hate tech, and the easiest way to hate something these days is to accuse it to being right wing. But this is an uphill battle when tech company employees lean 10-to-1 Democrat, and a quick walk through any Silicon Valley office will find it festooned with Trans Pride flags and BLM posters. The most popular solution was to talk about Peter Thiel a lot (now it’s Elon Musk). But you can only publish so many thinkpieces about the same guy before the public reaches semantic satiation on his name. Luckily for everyone, Curtis Yarvin was in tech and seemed to be inventing a new way of being far-right, so people were able to replace Thiel Article #26018 with something on neoreaction, and then people got excited enough about hating it that they started harassing random bloggers who were (I can’t stress this enough) technically against it.
“Peter Thiel!”
Book Review: Paper Belt On Fire - A Peter Thiel minion’s memoir of his war against the education system.
In 2021, Art Finch proposed that Bhutan turn the village of Geluphu into a cool high-tech charter city that would create jobs for Bhutanese youth and prevent them from emigrating. Finch, a South-African-American entrepreneur with Bhutanese connections, got the highest levels of the government to listen to his idea. Then something went wrong. Based on this thread, it seems like a Facebook video about the project went viral, the Bhutanese people had the usual qualms about Thiel-backed billionaire startup Silicon Valley whatever stealing their precious sovereignty (of course it was Thiel-backed), and the deal fell apart.
Bhutan says they have partnered with the Bjarke Ingels Group of landscape architects as well as McKinsey - I feel like whichever Bhutanese official decided to replace Thiel with McKinsey got the short end of that trade.
My personal favorite as the only Trump administration official to have commented on this blog (JD Vance only lurks – sad!) O’Neill, previously a Peter Thiel lieutenant, has worked in causes from seasteading to anti-aging; now he’s taking the #2 spot at HHS under RFK. He famously proposed that the FDA consider only safety (and not efficacy) when approving drugs. Given that he hasn’t been chosen for FDA, that’s probably not on the cards, but here are some things we hope O’Neill considers:
“No, this is actually my first time. I can’t believe how many people there are here. I thought it was just Curtis Yarvin, Peter Thiel, and the Theranos woman. So, are you all Zizians?”
Peter Thiel recently gave a lecture on the End Times, described as “portraying the Antichrist as a technocratic leader exploiting fears of catastrophe to impose global control.” Thiel suggested that maybe the Antichrist would use worries about global warming, or inequality, or AI safety, to frighten people into accepting some kind of evil surveillance state. His moral was that we need to stop living in fear of people’s scare stories.
But isn’t the idea that if we try to regulate things, it will summon the literal Antichrist and plunge the world into eternal darkness, kind of a scare story? Isn’t Thiel using this scare story to frighten people into accepting the, uh, evil surveillance state he’s enabling? Thiel seems to have the same blind spot as Pargin’s characters - you need to stop letting scary stories ruin your life, except the scary story about how scary stories can ruin your life, which you should let ruin your life as quickly and decisively as possible.
And how strong is the evidence for the “crisis of doomerism”? Nobody has proven its existence with a p < 0.05 study. There is no universal scientific consensus on its existence. And there is no shortage of stories about how bad people might be using it to accumulate power (I’ve given you Thiel and China for free). So whatever evidentiary bar bloomers set for “a real crisis” cannot hold these as absolute demands.
And if you enjoyed the story, here’s the chaser. 4: Fox Chapel Research: I Think Substrate Is A $1 Billion Fraud (and notes for Part 2). For years, Taiwan’s TSMC has been the only company capable of producing the most advanced AI chips; since Taiwan is a geopolitical flashpoint, this is a constant threat to US tech ambitions. Last month, a new startup called Substrate announced it had developed technology that would let it manufacture 100% Made In America chips every bit the equal of TSMC’s. If true, this would be revolutionary. But Fox Chapel finds worrying signs, like that the company’s founder “is a known con artist involved in such other things as [claiming to have solved] nuclear fusion and stealing $2.5M in a Kickstarter scam” or that “the company’s job postings are nonsensical and AI-generated.” This is enough for me; the question now becomes how so many people were taken in - the company got $150 million from investors led by Peter Thiel, was endorsed by the Trump administration, and received positive portrayals in Semianalysis, NYT, and The Free Press. I don’t understand business, and I know that sometimes you can hyperstition a technology into existence by betting sufficiently hard on a charismatic young founder and eliding the difference between “this is already real” and “this might become real if we all believe hard enough”, but this is a new and worrying level of hopium. Interested to hear from anyone who either believes in Substrate or thinks they understand how so many people fell for it. 5: A recent paper asked AIs whether they were conscious while monitoring them for signatures of deception, role-playing, and people-pleasing; it concluded that the AIs “genuinely” “believe” they are conscious, but sometimes try to deceive people into thinking they aren’t. Nostalgebraist tries to replicate this (X) and gets more ambiguous results; he says we probably can’t conclude anything just yet. See also the paper author’s reply here (X). 6: Congratulations to ACX grantee Tornyol (the anti-mosquito drones), who got accepted to Y Combinator’s Fall 2025 class and have started taking pre-orders ($1100 for a drone, or $50/month subscription, “shipping starts 2026”). Public opinion ranges from “this is really cool” to “I bet this will be repurposed for assassinations” to “why did they have the White House in the background of the official video?” to “yeah, this is definitely getting repurposed for assassinations”. 7: Bill Ackman on nominative determinism (X). 8: New revelations on the OpenAI coup from the Musk vs. Altman lawsuit. The effort to remove Altman may have been led by Mira Murati and Ilya Sutskever. They won over the rest of the board, and “did not expect the employees to feel strongly either way”, but (according to Ilya), the board was inexperienced and “rushed” the firing. When it became clear that the move was unpopular, Mira switched sides and let the board members take most of the immediate fallout. There was apparently a brief discussion of merging with Anthropic; Ilya suggests this was Helen Toner’s idea, but Helen claims (X) this is false. 9: Fitzwilliam: Most Irish Foreign Aid Never Leaves The Country. The statistics say that several European countries (including Ireland and the UK) give very generous foreign aid. But this is misleading: accounting conventions let countries count money spent on supporting asylum seekers in the donor country as “foreign aid”, even though the money never leaves the country’s borders. This is dangerous, because it makes it easy for countries to fund their asylum programs by cutting actual foreign aid: since they’re the same line-item on the budget, they won’t officially fail whatever foreign aid pledges they’ve made, and it’s hard for voters to notice. Ireland has so far resisted the temptation to do this, but Britain has succumbed to it. 10: St. Carlo Acutis (1991 - 2006) is the unofficial patron saint of the Internet and “first millennial saint”. He’s best known for creating websites about Catholicism. If you think this sounds nice but maybe short of beatific, you’re in good company; his sainthood is something of a mystery, with Wikipedia saying that “even those with a deep devotion to him struggle to pinpoint his specific actions that led to his canonisation”, and an Economist article admitting that “nothing in his sparse life story explains that this ordinary-seeming teenage boy is about to become the first great saint of the 21st century”. Also “In that same interview, Acutis’s childhood best friend claimed he did not remember Acutis as a ‘very pious boy’, nor did he even know that Carlo was religious.” I’m fine with this; God speaks to each generation in their own tongue, and it is only proper that the first Millennial saint be a random person who hyperstitioned himself into sainthood with a viral website. 11: Tangentially related: St. Peter To Rot 12: When a new AI model comes out, the companies typically take down the old version over the protests of researchers, hobbyists, people who think the old model was their boyfriend, and anyone else who wants access to obsolete models for some reason. Why can’t they just leave it up? Antra and Janus review the economics here : it’s inconvenient to be constantly switching GPUs from one model to another, so if there isn’t enough model-specific demand to keep the GPUs running at all times, then the company loses money. This is an interesting look at the details of AI deployment, and ends with a proposal to maintain old models through a “separate research application track”. Related: Anthropic to preserve weights of deprecated models, and include models’ own opinions in shaping the deprecation process. Good for them! 13: Dimes Square is interesting as something that was supposed to be a renegade cultural phenomenon, never really got around to producing any object-level phenomenal renegade culture, but produced some absolutely stellar commentary on the phenomenon of it being a renegade cultural phenomenon - and this essay by a quasi-assistant to Internet personality Angelicism01 is one of the best. “An anonymous online presence called Angelicism01 paypalled me $1,000 to run several clone accounts of his twitter. The clone accounts, presumably, were to make it look like 01 had more fans than he did. That way, he could trick the internet into thinking that Angelicism was a spontaneous cultural movement with some momentum.” Includes a cameo by Curtis Yarvin. 14: Everyone knows AGI could be bad for labor, but Philosophy Bear argues it won’t be great for capitalists either. The modern role of “capitalist” combines two things: performing high-status jobs like CEO and VC, and being a person who happens to have lots of money and sips cocktails on a yacht as passive investment income rolls in. From a socialist point of view, the first role provides cover for the second; if people ask “the rich” to justify their wealth, they can argue that they perform socially useful CEO and VC jobs, or at least inherited their money from somebody who did. But after AIs can do CEO and VC jobs better than humans, the capitalists will lose their excuse - and this at exactly the time that they’re becoming richer than ever (because AGI will drive up the rate of return on investment) and everyone else is becoming poorer than ever (because AI has taken their jobs). Bear argues that the only stable equilibria are either some kind of socialism/redistribution, or the capitalists pulling an AI-assisted coup to maintain their advantage. 15: Blueprint Polls: according to voters, what would the perfect Democratic candidate look like? Here are the results for Democrats only (ie potential primary voters): Note that the issues are “issue focus”, so it’s not a contradiction that Democrats are against both “advocating for Israel” and “advocating for Palestinians” - they just don’t want candidates who make either position on the Middle East a major focus of their campaign. And here are results for independents, ie the people Democrats will have to convince in the general: Yes, voters react positively both to candidates “over the age of 50” and candidates “under the age of 50”. Just don’t run 50 year olds! 16: I previously blogged about how embryo-selection company Nucleus appeared scammy. Sichuan_Mala looks deeper and agrees they seems scammy. Besides what I found, she finds several errors in the white paper, apparently fake customer reviews, and an accusation of IP theft from competitor Genomic Prediction. She also accuses them of plagiarizing competitor Herasight’s work, although it’s a bit subtle and I don’t know enough about field norms to know whether this is a case of flattery-by-imitation or totally out of bounds. A Nucleus researcher responds to the scientific allegations here, saying that the “plagiarism” was just convergent methodologies. And Nucleus CEO Kian Sadeghi goes on the TBPN podcast here to rebut the business allegations, saying that the customer reviews are real although some photos were changed for privacy reasons. There’s an appearance/facedox by fellow Nucleus skeptic Cremieux Recueil, although Kian declines to debate him directly; you can see Cremieux’s postmortem of the episode here. My opinion is that as potential customers, you are under no obligation to care whether the company plagiarizes papers or fakes reviews, but you should care about whether their genetic tests are good, and I continue to think they’re not. Their old competitor Genomic Prediction is cheaper, and their new competitor Herasight has more powerful predictors, so you’re excused from having to have an opinion on this, and should just use someone else’s product. Related: Gene Smith’s rundown of the pros and cons of every company in the embryo selection space (X). 17: And related: a Herasight client describes her experience with embryo selection, and her feelings upon the birth of her selected child. 18: Lars Doucet, guest author of several ACX posts on Georgism, reviews The Land Trap by Mike Bird. “Land is a big deal, and always has been. [But] land has only recently been financialized. Financializing land causes ‘the land trap’ . . . [where] land slowly sucks up all your economy’s productivity, inflating a dangerous real estate bubble that eventually pops, leaving disaster in its wake”. Also, “Fiat currency isn’t backed by nothing, as commonly supposed, but by land.” 19: New research analyzes Hitler’s DNA. Findings: he had Kallman Syndrome, a rare disorder of sexual development associated with low testosterone, micropenis, and small testicles (ironically, the WWII song about Nazi sexual inadequacies only accuses Goering and Himmler of this, but lets Hitler off). Contra galaxy-brained rumors, he did not have any Jewish ancestry. And he had “very high scores - in the top one percent - for a predisposition to autism, schizophrenia and bipolar disorder”. When I wrote this post, a reader asked me what it would look like for someone to have high propensity for both autism and schizophrenia at the same time. Well . . . 20: The wealth of cities (h/t @StatisticUrban): 21: Update on Tech PACs Are Closing In On The Almonds: pro-AI safety politician Alex Bores announced his candidacy for Congress in New York. As expected, the A16Z pro-AI PAC announced a “multibillion dollar effort to sink [his] campaign” (wait, multi-billion on one candidate? is that a typo?) This doesn’t seem to be going very well for them so far. Bores has masterfully leveraged (X) the unprecedented opposition from Big Tech into a selling point. …and raised $1.2 million on his first day, breaking fundraising records (I was told this was because of pro-AI-safety EAs, but others credit AIPAC and the Israel lobby). And most recently, Jami Floyd, one of Bores’ opponents and a possible beneficiary of anti-Bores spending, has condemned it (X) and demanded that the AI industry stop trying to help her. Impressive work from everybody. Related: New $50 million pro-AI-regulation SuperPAC, I assume EA-linked but have no special knowledge. 22: Related: Pre-emption is when Congress blocks states from making legislation on a topic, saying it will decide all the laws itself. The states have signaled willingness to regulate AI pretty hard, so Big Tech has been pushing for AI pre-emption to (in their opinion) prevent an overly complicated patchwork of regulations, or (in their opponents’ opinion) shift everything to a Republican Congress that will drop the ball on regulation entirely. After their first attempt in June was defeated by a coalition of anti-tech liberals and anti-tech conservatives, we discussed (1, 2) the effort by moderates on both sides to create a compromise proposal which pre-empted state laws but guaranteed good federal regulation on important topics. The most recent news is that extremists sidelined the moderates and tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, a defense budget bill which is notoriously secretive and hard for the public to learn about. This didn’t work; some of the same coalition, plus a group of Republican state legislators including Ron DeSantis, pressured the GOP to drop it. The next battleground is a potential Trump executive order; although Trump cannot constitutionally ban states from regulating AI, he will threaten them with various consequences like lawsuits or withdrawal of federal funding. The buzz in the policy circles I’m in is that this might backfire; blue state politicians love starting fights with Trump in order to look tough to their blue state electorates. No, no, please don’t give me headlines like “TRUMP CONDEMNS GAVIN NEWSOM FOR TRYING TO PROTECT CALIFORNIA’S CHILDREN FROM AI SLOP”! Anything but that! 23: Related: Trump has decided to sell some of America’s best AI chips to China, supercharging their AI development and crippling ours. The most charitable read is that his administration doesn’t really believe AI matters so they think it’s fine to forfeit it for short-term gain; the least charitable that it’s downstream of the companies involved paying Trump enormous bribes in hopes of exactly this outcome . We’re headed for the dumbest possible world, where we sacrifice our chance to thoughtfully address AI’s social impacts because “tHaT wOuLd mAkE uS lOsE tHe rAcE wItH ChInA”, then throw away the race with China in one fell swoop by handing them our technology for no reason. Shame on everyone involved, especially the people who shout over any discussion of safety with “bUt ChInA” yet have stayed totally silent about this. Our best hope now is that China refuses the chips, either because they want to privilege their own tech companies, or because they think we can’t possibly be this stupid and it must be some kind of spy plot. 24: Related: how the American public’s opinions on AI are changing (from David Shor, h/t Daniel Eth on X): If this is to be taken seriously, AI is already a bigger political issue than abortion, climate change, or the environment. I fail my 2023 prediction that there was only a 20% chance this would happen by 2028. 25: Related: Bernie Sanders in The Guardian: “There is a very real fear that, in the not-so-distant future, a super-intelligent AI could replace humans in controlling the planet.” The Left has a complicated relationship with existential risk from AI: they really hate AI, which in theory should push them towards yet another reason to be against it. But they hate AI so much that they need to believe every negative thing about it at the same time, and one of those negative things is that it’s just a scam and will never work, and this naturally pushes against being concerned about x-risk. But as AI improves, will the “just a scam” position become less tenable, shunting the associated psychic energy into other reasons to hate AI (including x-risk concerns)? 26: Qualia Research Institute has released a video describing some of the work they’ve been doing the past year - The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE): 27: Jesse Arm (X): “A majority of American rabbinical students are now women. Most are also LGBTQ. That includes Modern Orthodoxy. Remove Modern Orthodoxy and the numbers climb even higher.” Clergy have always served as spiritual counselors; as religions liberalize and other roles become less important, the therapist role starts to predominate. But 75% of therapists in the US are female; at the limit of liberalization where clergyman = therapist, we should expect the same gender ratio. 28: The latest news on the COVID origins debate: scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site. This is a point in favor of the natural origins hypothesis, since the second-best argument for lab leak was that COVID’s furin cleavage site was too strange to evolve naturally. But I think arguments that lab leak has “fallen apart” are premature: the best argument (COVID emerged only a few miles from the biggest coronavirus gain-of-function lab in the Eastern Hemisphere) remains strong. I update from something like 95% chance it’s natural to something like 96%, but not 99.99% or anything. And here’s a lab leaker arguing that COVID’s furin cleavage site is out-of-frame and so still more unnatural-looking than the one on the recently-discovered bat virus. 29: Nicholas Decker (econ blogger, famous for his controversial autistic takes and Secret Service visit) has a dating doc. Most interesting section is the one about children: he wants to have them, but doesn’t think they should be genetically related to him. From here: If this appeals to you, you can find his contact info on the document. Related: Governor Jared Polis of Colorado is a fan of Nicholas Decker and Richard Hanania. 30: Matt Yglesias comes out as aphantasic (unable to see images in his “mind’s eye”). He says that contra the usual perspective that frames this as a deficit, he finds it helpful. For example, once he got assaulted, and he remembers on an intellectual level that it happened, but since “I wasn’t taking pictures of myself getting kicked in the head so, as far as I’m concerned, it’s like it happened to someone else” (Matt usually has good instincts, so I’m surprised he uses an example which will be such catnip to his conservative critics). He thinks it makes him a better reasoner / statistics blogger / effective altruist to be able to “get a statistically valid view of the situation, not overindex on the happenstance of your life.” For what it’s worth, I’ll give my contrary data point - I think of myself as a reasoner / statistics blogger / effective altruist in a pretty similar vein as Matt, but AFAICT my visual imagination is totally normal; if other people are having their emotions yanked around by vivid images, that’s a skill issue. 31: Lakshya Jain in The Argument: The COVID political backlash [to the Democratic Party] has disappeared. Despite the narrative, polls show that voters don’t favor or disfavor either party over COVID, mostly still think school closures were necessary, and are about evenly split on vaccine mandates. I guess I can’t disagree with this poll - it seems well-done - but I still wonder whether something is being missed. Maybe it didn’t make the ~50% of voters who are naturally liberal desert the cause, but it energized conservatives in a way that might otherwise not have happened? Related, from Rob Wiblin on X, on balance Britons think the government response to COVID was not strict enough. 32: Related: Back when neoreaction was a big deal, I occasionally discussed posts by neoreactionary blogger Spandrell of Bloody Shovel. If you’re wondering what happened to him, you can read his 2024 Post-Mortem Of Neoreaction here, where he discusses how he fell out of love with the movement (warning: he has not fallen out of love with racial slurs). As a former fascist sympathizer, I can see why [fascism is on the downswing]. The allure of fascism in 2024 is much, much diminished. For a few reasons. A big one was COVID. See, the point of fascism is that Collective Action is necessary to have nice things. We need a strong government committed to the good of the people. Yarvin showed his preference early when he started his new Substack by quoting Cicero’s phrase “Salus populi suprema lex”. The health of the people is the most important law. Cicero wasn’t a fascist of course, nor is Yarvin really; a big point of fascism is to narrowly define the populus as an ethnic group with demonstrable ties to blood. That makes the government’s ties to the people stronger, increasing their commitment to do Good Collective Action. Which is important. Very important. A lot of good things can come of intelligently done Collective Action. Fascist Italy made the trains run on time. Nazi Germany fixed the terrible Weimar economy. East Asian countries are all effectively fascist states, if with less ideological baggage (yellows just aren’t like that), and they are all nice, clean, safe places with healthy economies. Fascism is not a panacea but it works, when you let it. Strong government can be pretty neat. So why is strong government less appealing these days? Well, COVID happened. And our governments were pretty damn strong in dealing with it. They made strong laws and enforced them. And what did they do with their power? Absolutely retarded shit. They destroyed the world economy and made 95% of people completely miserable for 18 months. Up to 3 long years in some places. Again, as an Orient enjoyer I was very sympathetic of strong effective government. My life has been pretty cozy thanks to it for the past decades. But after seeing boomers, hypochondriacs, and menopausal women take the reins and use it against healthy people, I’m fucking done with strong effective government. Fuck that shit, I’m out. I don’t want to see strong effective government ever again. I was very lucky that I was out of China in November 2019. It was a fluke really. I moved to the Golden Triangle after that and the law of the jungle was much, much nicer during the Doctors Plague of 2020-2022. But I spent a few months in Europe during the time and man, that was brutal. Not just seeing how retarded governments were; the level of compliance by the people was so disheartening. Imagine being a sincere fascist and seeing your people behave like that. These are my people? My Volk? Am I supposed to sacrifice life and limb for the salus of this populus? Fuck that. Let them cook, they deserve everything that’s coming to them [...] Is there a way to make the body healthy again? I do think so. I think there’s still place for a successor right wing ideology which is neither Christian fundamentalism or robot worship. And it will happen; but it won’t happen on Twitter. Maybe it can happen on Urbit, or right here in this site. I have some ideas myself, and I invite you to join me and build this together. It would be funny if the solution to the paradox Jain highlights was that for every time a COVID lockdown turned a liberal into a conservative, it turned one fascist into a moderate, for a net rightward shift of zero. 33: Also from an Argument poll: In a hypothetical Presidential matchup, Gavin Newsom beats JD Vance 54-46. I’m split between the usual heuristic of ignoring any polling more than a year before an election, and the fact that this is a remarkably big lead for polarized 21st century America. 34: Jerl wades into the David Hume on miracles debate. 35: AI Teddy Bears: A Brief Investigation. The good news is that your child’s AI teddy bear is hard to jailbreak and probably will not tell them where to find guns: The other good news is that somehow they don’t charge a subscription, which makes them a way to get usually-subscription-only AI models for free. How is this possible? “[The most likely hypothesis is that] Witpaw is an adorable piece of spyware and he’s selling my data to the CCP”. 36: This month’s anti-people-named-Sacks content: NYT on Trump AI czar David Sacks’ conflicts of interest; New Yorker on whether neurologist Oliver Sacks used his case studies to work through his own issues rather than presenting them accurately. [EDITED TO ADD: I originally framed it this way as a joke, but on further research I think David and Oliver are related. Wikipedia says that Oliver was first cousins with Israel statesman Abba Eban, and that Abba Eban was born to Lithuanian Jewish parents in Cape Town. David Sacks’ bio says he was born to Jewish parents in Cape Town, and this article specifies that they were Lithuanian. I doubt there were too many Lithuanian Jewish families named Sacks in mid-1900s Cape Town, so sure, related!) 37: Orca Sciences: There Has To Be A Better Way To Make Titanium. Titanium is a great metal - strong, light, and tough. If we had cheap titanium, it could revolutionize manufacturing the way cheap steel and aluminum did in previous eras. So why don’t we? Not because titanium is rare: it’s “the 9th most common element in the earth’s crust”. Rather, it’s very complicated and expensive to extract from its ore. Some kind of breakthrough in titanium extraction processes always seems tantalizingly close, but has never quite materialized. Is there any hope? 38: If Asians Are Lactose Intolerant, Why All The Milk Tea? Lactose intolerance has confused me for a long time - 23andMe tells me that I’m lactose intolerant, but I drink milk regularly without problems, so what’s up? This post’s answer: lactose-intolerant people who don’t usually drink milk will get sick if they start suddenly. Lactose-intolerant people who drink milk regularly since childhood develop gut microbiota that can digest milk, but which demand an expensive “tax” in calories. Lactose-tolerant people will always be able to digest milk and absorb all the calories themselves. 39: How do different majors change college students’ political beliefs? No surprise that the humanities and social sciences shift people left; no surprise that business and economics shift them right. I was a little surprised that engineering shifts people right a little, and that Education of all things shifts people right (albeit only slightly). How is that even possible? Are these people coming in as Mao Zedong and leaving as “only” Leon Trotsky? Also, Political Science is exactly neutral, lol. [EDIT: I misunderstood, they’re using natural sciences as a zero point, this is a reasonable choice but slightly changes the interpretation] 40: Kindkristin: Language models improved my mental health. 41: More floor employment, from the WSJ (h/t @LaocoonofTroy): Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet: “Straight out of college, graduates from the country’s maritime academies can earn more than $200,000 as a commercial sailor, with free food and private accommodations... Despite the pay and perks, maritime jobs go begging, and it is raising national-security concerns.” Other selling points include “six months vacation, live wherever you want, and you’re serving the nation” and onboard “gyms, connectivity, and cuisine”. The catch is that you have to be at sea for months at a time. 42: Study (h/t @KierkegaardEmil): there was minimal “learning loss” from COVID school closures, best estimate is “0.02 standard deviations per 100 days of school closure”. I correctly predicted this back in 2021, but I also wrote in March of this year about how there’s been a general decline in NAEP scores since then. It seems like maybe a student having their specific school closed for longer than other schools didn’t hurt them, but some sort of general cultural change, maybe related to COVID, did hurt. 43: Sam Bankman-Fried’s mother on why she thinks his trial was unfair. SBF is appealing his conviction and will probably be making some of these same points in court. Can’t find a prediction market directly on the appeal, but this one says only 15% chance he serves under 10 years, this one says 15% chance of a Trump pardon, so it doesn’t seem like there’s much room for him to be freed (or get a significantly shorter sentence) on appeal. And Wired says that only 5-10% of appeals like these succeed. 44: Related: Trump pardons Juan Orlando Hernandez, former Honduran president extradited to the US for narco-corruption. Some sources are trying to find a Prospera angle - Prospera and other ZEDEs were approved under JOH’s administration, and the Prosperans seem to have good MAGAworld connections - but I don’t think this is their top priority, and I don’t know if it requires much explanation for Trump to be pro-right-wing Latin American politicians convicted by the Biden administration. More interesting is that apparently JOH and SBF were cellmates (X), “SBF spent extensive time helping JOH with trial prep” and SBF told an interviewer that “Juan Orlando is the most innocent prisoner I’ve met, myself included.” ChatGPT is not impressed with the Trump/SBF case for JOH’s innocence. Related: JOH’s conservative party on track to win this month’s extremely-close Honduran elections, great news for Prospera if it happens. 45: The “100 Above The Park” building in St Louis (h/t Bobby Fijan on X): 46: The death toll of the ongoing Sudan genocide has risen to about 150,000. Nicholas Kristof writes that the world has once again failed to prevent atrocities, and argues that the most important point of leverage is pressure on the United Arab Emirates, which is arming the genociders. Sam Kriss also writes about the situation in The World’s First Matcha Labubu Genocide, but is unimpressed with Kristof’s take: Sudan is passed over in a deeply uncomfortable silence. The absolute most you can do is blame the Emiratis. From what I’ve seen, more people seem to be appalled at the UAE for its frankly marginal role in arming the RSF than at the RSF itself. This is the approved way of understanding any inscrutably indigenous foreign conflict: you just worm out any third-party involvement and then act like you’ve solved the whole thing. I side with Kristof here, for reasons that Sam himself touches on later in his piece, in a section comparing Darfur with Gaza. It would be very easy to make people care about Darfur again. All it would take is a loud, vocal contingent of RSF apologists in the Western media. I agree, but would frame it less cynically: the reason Westerners pay attention to Gaza is that there’s a lever to push: not only does America support Israel, but many of their friends support Israel, so they can imagine convincing America or at least their friends to stop, and at least feel like there is some remote chance of making a small difference (and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire). On the other hand, we don’t have many levers to affect ethnic Baggara in the Rapid Support Forces of Sudan, so it doesn’t really feel useful to write blog posts arguing that they should stop; obviously they should stop, nobody disagrees with this, and it goes without saying - so nobody says it. But the US does support the UAE, and many of our friends like the UAE or at least go there on vacation, so maybe it’s possible to have make some small difference by embarrassing them. 4D chess take is that Sam Kriss agrees with all of this, but “loudly” and “vocally” argued against it to give people like me a hook to write about this genocide with, in which case I thank him for his sacrifice. It would also be nice to be able to donate, but I don’t know who to trust in the region - other than Doctors Without Borders, who are usually pretty good. 47: The AI Futures Project (group of AI-will-be-fast intellectuals) and the AI As A Normal Technology team (group of AI-will-be-slow intellectuals) wrote an adversarial collaboration in Asterisk explaining what they agree on, for example: That there’s an important distinction between existing AI and “strong AGI”
This Boomers vs Millennials framing is explained very well in this email exchange between Peter Thiel and Mark Zuckerberg, I recommend the whole email exchange but I’ll heavily quote this reply from Thiel.