Astral Codex Ten

A16Z

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A16Z

Article

A16Z is a recurring organization in the Astral Codex Ten archive, appearing 8 times across 8 issues between February 29, 2024 and February 05, 2026. The archive places it in contexts such as “venture capital firm A16Z testified to the British House of Lords”; “Andreessen Horowitz (aka A16Z, a famous Bay Area VC firm)”; “Vlaakith Outrance on A16Z returns”. It most often appears alongside Elon Musk, Israel, OpenAI.

Metadata

  • Category: Organizations
  • Mention count: 8
  • Issue count: 8
  • First seen: February 29, 2024
  • Last seen: February 05, 2026

Appears In

Source Context

Recovered passages from the original issue text. When the raw archive preserved outbound links inside the source passage, they are listed directly under the quote.

Links For February 2024
February 29, 2024 · Original source
13: Claim: venture capital firm A16Z testified to the British House of Lords that AI interpretability has been “resolved” and the logic behind AI decisions is now fully transparent. No AI researcher would support this claim (despite some recent promising first steps), suggesting A16Z either doesn’t understand even the very basics of the field it’s investing in, or else that they’re committing perjury. Zvi discusses here, CTRL+F “The Quest For Sane Regulations”.
Inline links: some recent promising first steps, Zvi discusses here
Links For January 2025
January 17, 2025 · Original source
20: Claim: since their 2010 fund, at least until our last data source in 2018, Andreessen Horowitz (aka A16Z, a famous Bay Area VC firm) has overall underperformed the S&P500.
Inline links: Claim, underperformed
This is especially surprising because A16Z is famous for going all in on crypto early. But during the 2015 - 2018 period, Bitcoin - the absolute dumbest and most obvious crypto bet - went up 2,000%. So how is performance this bad even possible? The Twitter thread speculates that just as Uber used to happily lose money on every ride in order to gain market share, A16Z is happily losing money on every investment in order to gain VC market share. But ride-sharing is a natural monopoly; how will A16Z prevent competitors from entering venture capital? And why should people give it any market share at all if it can’t make them money? Maybe their pitch could be that you’ll make less money, but it will be uncorrelated with the regular stock market? But is that true? Aren’t tech startups pretty cyclical? Also, I wonder if this was framed to their LPs as “yeah we’ll definitely lose your money for the first ten years, but eventually it’ll all work out”. They must be the most trusting people in the world.
Open Thread 365
January 20, 2025 · Original source
3: Comments from Links: Vlaakith Outrance on A16Z returns, Erusian on dominance within party systems, Hadi Khan corrects my AI training cost numbers (but it ends up not mattering much), and someone linked Alice Evans’ posts on Turkey and fertility (Lyman Stone supposedly discusses this too, though the post is paywalled). And in response to the story about the Chinese warlord misunderstanding basketball, a Jewish friend relates a suspiciously similar legend:
Inline links: on A16Z returns, dominance within party systems, corrects my AI training cost numbers, Turkey, fertility, the post
Tech PACs Are Closing In On The Almonds
October 21, 2025 · Original source
Give me your degens, your risk-seeking. Your huddled masses, yearning to bet free. IV. …and we’ll be exploring it a whole lot more, very soon. Last month, the AI industry announced a new SuperPAC called “Leading The Future” (a dumb name, but, in their defense, “AIPAC” was already taken). They start with $200 million in seed funding, led by a $50 million donation by Andreessen Horowitz, and another $50 million from OpenAI co-founder Greg Brockman. (Why Brockman and not Altman, or OpenAI as a corporation? Because most people don’t know who Brockman is, so this keeps OpenAI’s hands clean. I imagine Altman going into a meeting, pointing at Brockman, and saying “I’m famous, you’re not, please cough up $50 million of your own money for the cause.”) On the same day, Meta announced their own SuperPAC, Mobilizing Economic Transformation Across (META) California. Why two PACs? Opinions differ; one person told me that it lets the general PAC avoid the negative associations that Facebook has gathered over the years, but the Verge thinks that maybe everyone else in tech hates Zuckerberg too much to work with him. Meta has committed to spending “tens of millions”. Most likely, the new PAC will use the playbook pioneered by crypto: destroy any candidate who dares support regulations on AI, by funding attack ads that don’t mention AI in any way and, at best, briefly mention the name “Leading The Future”. Just the Andreessen/Brockman SuperPAC, without any help from Meta, is already twice as rich as AIPAC. Their existence sends a clear message: we are going to crush any politician who tries to regulate AI. V. …unless someone stops them. Leading The Future still only has 2% as much money as the almond industry. The tiny scale of US political spending is dangerous insofar as it means that one or two billionaires willing to go all-in can distort the national landscape. But it also makes it possible to oppose them. Certainly if you can get one or two billionaires of your own - but it might even be within the range of a committed group of ordinary people. Not waiters and bartenders, maybe. But if safe AI supporters were as committed as Israel supporters, they could probably make something happen. For a long time, the AI safety movement has underperformed politically. Effective altruism includes thousands of well-off people committed to spending 10% of their income on improving the world. If a thousand of them gave $7K each to political candidates, that would be $7 million of campaign-finance-compliant hard money - about as much as anyone can gather for anything. Hard money buys more influence per dollar than soft money, so this could be a big deal. All you’d need is the right people to coordinate it. So far, this has been slow going. Partly it’s because in the early 2020s, people affiliated with FTX took point on this effort; when FTX imploded, it not only took its incipient political infrastructure with it, but poisoned the well for future efforts. And partly it’s because EAs overlearned the lesson of the early 2010s, when we spoke out against AI capabilities efforts so “effectively” that a bunch of people thought “wow, AI capabilities companies must be a really big deal, maybe I should found one!”; the resulting institutional scar tissue biased us towards staying quiet about our concerns. Still, I wouldn’t be writing this if the consultants and activists weren’t gearing up for a bigger fight. They asked me to include some action items for readers who want to participate: Email aisafetypolitics@gmail.com to connect to the people organizing this effort and talk with them about what you can do, including potential future donation opportunities.
Inline links: announced a new SuperPAC, Mobilizing Economic Transformation Across, the Verge thinks
Everyone else The partisan groups have lots of money but little distortionary effect. Democratic machines try to elect Democrats, Republican machines try to elect Republicans, but they don't push their chosen candidates towards any specific position besides the ones that play well with voters. They are, so to speak, priced in. AIPAC is a single-issue PAC aimed at supporting Israel. They are orders of magnitude more effective than any comparable political organization. Their advantage stems from the nature of political donations, which come in two types. "Hard money" is money given directly to candidates; strict campaign finance limits it to $7000 per donor. "Soft money" comes from SuperPACs and can evade most campaign finance laws; it can pay for ads but can't fund candidates directly. Candidates prefer hard money to soft money, but it's harder to get; a single billionaire can provide unlimited soft money, but you need a wide donor base to acquire hard money. But not too wide! When millions of waitresses and bartenders gave Bernie Sanders $25 each, that was impressive grassroots support - but each of those $25 checks only went 1/280th as far as one person giving the $7000 max, and all of these waitresses are hard to corral and coordinate for downballot causes. AIPAC's natural constituency, (((Middle Eastern democracy supporters))), are at the exact sweet spot of moderately numerous, moderately well-off, and very committed. This gives AIPAC unparalleled access to hard money, compared to other groups that are more reliant on single billionaires or masses of poor people. But also, AIPAC fights hard. If some random Congressman is anti-Israel, AIPAC will swoop down on their race in Middle Of Nowhere, Missouri and pour $10 million into electing their opponent. By now everyone knows this, and the mere threat of AIPAC action is enough to keep most politicians in line. Everyone else includes other industry groups, labor groups, and activist cadres. Probably on aggregate these people are destroying America, but as individual organizations they're miniscule compared to the first two categories. The biggest of these is a real estate group 25-50% the size of AIPAC that nobody's ever heard of. The average PAC strategy is this: when the incumbent will obviously win, donate money to the incumbent. When there's a tight race, donate money to both sides. Why does the first prong of this strategy work? If the incumbent will definitely win, why are they selling out for more cash? Safe-seat Congressmen want more hard money for a pretty good reason: they can transfer it to other politicians or the party apparatus in exchange for goodwill that can be cashed in later for leadership positions. Safe-seat Congressmen want more soft money because . . . the consultants I talked to didn’t have a great answer here. One ventured that he had seen Democrats in D + 30 states with 0.000% chance of losing run themselves ragged raising more and more money. Just as Substack bloggers may reload their browser again and again watching the likes and restacks come in, so politicians will reload their campaign metrics panel watching the flow of donations. Any politician who’s survived long enough to matter is a little bit paranoid and will never truly accept that their safe seat is safe. These people aren't corrupt. They're not spending the money on campaign Lamborghinis. They don't even necessarily have some future campaign they're saving it for. They're just addicted to fundraising. And why does the second prong work? Why does donating to a Congressman buy their goodwill if you also donated an equal amount to their opponent? Part of the answer is the same as above: it can buy leadership positions, it can satisfy an irrational addiction to money. But another part is that politicians don’t like thinking of donations as a corrupt quid pro quo. The AIPAC strategy, where you know the PAC will fund your opponent if you don't do what they want, is something of an exception. Usually it's just - you have a random bill on toilet regulation or something in front of you. A bunch of randos want to call you and give their advice. But you see that Americans For Innovative Toilets donated $3295 during your last campaign (and maybe also gave something to your opponent, but whatever, everyone does it). This catches your attention. So you make sure to take their call first, and listen the longest. This still doesn't entirely make sense to me. But it's how all PACs (except AIPAC and the machines) operated until 2024. III. In 2024, the crypto industry raised the stakes. Let's put numbers on all of this. In that year, AIPAC raised $87 million. The real estate group that usually plays runner-up raised $20 million. Marc Andreessen’s new crypto PAC, Fairshake, raised $260 million. Just a totally unheard-of amount of money for a single industry. How did they do it? In some sense, this isn't surprising. In case you haven't heard, Bitcoin did very well. Many people in the industry got rich. A16Z, Marc Andreessen's crypto-heavy venture capital firm, says they invested $8 billion into crypto. Coinbase, the biggest US crypto company, is valued at $85 billion. The richest crypto billionaires have 10-to-11 digit net worths. And government regulation is potentially an existential threat to crypto. So in some sense, it's the least surprising thing in the world that they could scrounge up $260 million to save their multi-hundred-billion-dollar industry. The only reason it's remarkable is that, for some reason which I still haven't figured out, nobody else - not the oil industry, not the firearms industry, not the defense industry - ever tried this before. How exactly did the industry pull this together? Andreessen personally donated $40 - $50 million (remember, the second-biggest industry PAC, real estate, raised only $20 million total from all donors, personal and business). Again, this isn't a crazy proportion of his net worth: he has $2 billion, so a $50 million expense hardly forces him back to ramen. It's just that no other billionaire of his stature is even in the game. Then his cofounder Ben Horowitz donated another $40 million. Then two big crypto companies (Coinbase and Ripple, both with A16Z links) donated another $40 - 50 million each. As the saying goes, sooner or later it all adds up to real money. Anyway, they won overwhelmingly. They combined the business-as-usual strategy of donating to safe incumbents and both sides of close races, with the AIPAC strategy of picking a few big opponents of their cause and airdropping massive sums on their rivals. For example, Representative Katie Porter (D-California) was an Elizabeth Warren ally and cryptocurrency critic. When she ran for Senate, Fairshake dropped $10 million into attack ads against her in the primaries - more than most candidates' total spending. The attack ads didn't say she was bad on crypto - something that approximately no voters care about. They were just normal attack ads on whatever aspect of her policy and personality focus groups said she was most vulnerable on (in practice, an accusation that she mistreated her Congressional staff). She lost badly, coming in third place. Although nobody can prove she wouldn't have lost anyway, conventional wisdom was that crypto had successfully made its point. According to SFGate: An unnamed political operative told the magazine: “Porter was a perfect choice because she let crypto declare, ‘If you are even slightly critical of us, we won’t just kill you—we’ll kill your f—king family, we’ll end your career.’ From a political perspective, it was a masterpiece.” The scare campaign appears to have worked. The House of Representatives passed a pro-crypto bill, with bipartisan support, in May. Candidates with Fairshake’s support won their primaries in 85% of cases, the New Yorker wrote. Now, neither presidential candidate wants to run astray of the industry: Donald Trump spoke at a crypto conference, and Kamala Harris signaled her support. And Porter is forced out of Congress. These are all important signs that crypto’s bet is paying off, but I think I know what metric the crypto barons themselves are watching, and if anything it’s even more bullish: Red arrow represents the 2024 election. Crypto titans had many valid complaints. The Biden administration’s crypto regulation policy was arbitrary and punitive, and occasionally skirted the border of illegality. It genuinely harmed innovation and held back important industries like remittances, digital payments, and (of course) prediction markets. As a crypto bag-holder myself, I can’t complain about all the beautiful verdant green on the chart above. Still, winning this hard is maybe a little humiliating. Does the government really need a strategic Bitcoin reserve? Should it really release economic data on three different blockchains? Must we really have a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol? We’re exploring bold new territory here. Give me your degens, your risk-seeking. Your huddled masses, yearning to bet free. IV. …and we’ll be exploring it a whole lot more, very soon. Last month, the AI industry announced a new SuperPAC called “Leading The Future” (a dumb name, but, in their defense, “AIPAC” was already taken). They start with $200 million in seed funding, led by a $50 million donation by Andreessen Horowitz, and another $50 million from OpenAI co-founder Greg Brockman. (Why Brockman and not Altman, or OpenAI as a corporation? Because most people don’t know who Brockman is, so this keeps OpenAI’s hands clean. I imagine Altman going into a meeting, pointing at Brockman, and saying “I’m famous, you’re not, please cough up $50 million of your own money for the cause.”) On the same day, Meta announced their own SuperPAC, Mobilizing Economic Transformation Across (META) California. Why two PACs? Opinions differ; one person told me that it lets the general PAC avoid the negative associations that Facebook has gathered over the years, but the Verge thinks that maybe everyone else in tech hates Zuckerberg too much to work with him. Meta has committed to spending “tens of millions”. Most likely, the new PAC will use the playbook pioneered by crypto: destroy any candidate who dares support regulations on AI, by funding attack ads that don’t mention AI in any way and, at best, briefly mention the name “Leading The Future”. Just the Andreessen/Brockman SuperPAC, without any help from Meta, is already twice as rich as AIPAC. Their existence sends a clear message: we are going to crush any politician who tries to regulate AI. V. …unless someone stops them. Leading The Future still only has 2% as much money as the almond industry. The tiny scale of US political spending is dangerous insofar as it means that one or two billionaires willing to go all-in can distort the national landscape. But it also makes it possible to oppose them. Certainly if you can get one or two billionaires of your own - but it might even be within the range of a committed group of ordinary people. Not waiters and bartenders, maybe. But if safe AI supporters were as committed as Israel supporters, they could probably make something happen. For a long time, the AI safety movement has underperformed politically. Effective altruism includes thousands of well-off people committed to spending 10% of their income on improving the world. If a thousand of them gave $7K each to political candidates, that would be $7 million of campaign-finance-compliant hard money - about as much as anyone can gather for anything. Hard money buys more influence per dollar than soft money, so this could be a big deal. All you’d need is the right people to coordinate it. So far, this has been slow going. Partly it’s because in the early 2020s, people affiliated with FTX took point on this effort; when FTX imploded, it not only took its incipient political infrastructure with it, but poisoned the well for future efforts. And partly it’s because EAs overlearned the lesson of the early 2010s, when we spoke out against AI capabilities efforts so “effectively” that a bunch of people thought “wow, AI capabilities companies must be a really big deal, maybe I should found one!”; the resulting institutional scar tissue biased us towards staying quiet about our concerns. Still, I wouldn’t be writing this if the consultants and activists weren’t gearing up for a bigger fight. They asked me to include some action items for readers who want to participate: Email aisafetypolitics@gmail.com to connect to the people organizing this effort and talk with them about what you can do, including potential future donation opportunities.
Inline links: According to SFGate, https://substackcdn.com/image/fetch/$s_!bWaN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13d918d0-5918-4bf6-9dee-0a798c76ae82_706x499.png, strategic Bitcoin reserve?, release economic data on three different blockchains?, a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol?, https://substackcdn.com/image/fetch/$s_!eZlq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa435a03-c505-4414-8be8-4a3b76dfad12_738x612.png, announced a new SuperPAC, Mobilizing Economic Transformation Across, the Verge thinks
My Antichrist Lecture
October 22, 2025 · Original source
Alpha is the first letter of the Greek alphabet and omega the last: “Alpha and omega” is an implicit claim to span all things, similar to the English phrase “from A to Z”. Marc Andreessen’s company, Andreessen Horowitz, is more commonly called A16Z - superficially a reference to its first and last letters, but also making the same implicit claim. Just as Ursula von der Leyen is a leader in AI regulation, Marc Andreessen is the leader of the anti-regulation faction, having recently founded a $100 million anti-AI-safety SuperPAC. If the fight for AI alignment is Revelation’s final fight of Good vs. Evil, then John was correct to name him as the leader of the evil side. During my original lecture, an audience member objected that Andreessen holds stakes in several other AI companies, but not Anthropic. In what sense, then, can he be said to be giving power to the Beast? This might be a reference to his general anti-AI safety lobbying activities. In 16:13, “three unclean spirits like frogs” emanate from the mouth of the Antichrist and his allies, which muster the kings of the world to the side of evil. I think this is a good match for Andreessen packing the Trump administration with lieutenants charged with turning the government against AI safety, and I tentatively identify the three spirits as David Sacks, Sriram Krishnan, and Michael Kratsios. They are “like frogs” in that they act like MAGA populists, who use the frog as their symbol. Feels bad, man But it’s also possible that Andreessen will become a major Anthropic investor before the end. There’s some textual support here too, this time in Daniel 7, another apocalyptic prophecy generally considered to address the same events as Revelation from a different perspective. Daniel has a vision of four beasts: a winged lion, a bear, a leopard, and a many-headed monster. The monster is the worst and final beast, and it has ten horns. Then a “little horn”, a “horn with human eyes”, shows up, defeats three of the original horns, and takes over. Then the monster begins a reign of terror, and finally is defeated by God. If, as before, the beasts represent companies, then the four beasts of Daniel correspond to the four major AI labs: Google DeepMind, X.AI, OpenAI, and Anthropic. How? I think these correspond to the ethnicity of the founders: Bear = Google, founded by Sergey Brin (Russian)
Inline links: A16Z, is the leader of the anti-regulation faction, https://substackcdn.com/image/fetch/$s_!FhC5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e5e8be9-ed2d-4f51-855c-f55deac58c02_976x850.jpeg
Links For December 2025
December 10, 2025 · Original source
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”
Inline links: Tech PACs Are Closing In On The Almonds, has masterfully leveraged (X), https://substackcdn.com/image/fetch/$s_!8LOA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F52d874e2-d2d3-4adc-80a6-82c49cf6f64c_585x422.png, breaking fundraising records, has condemned it (X), New $50 million pro-AI-regulation SuperPAC, 1, 2, tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, pressured the GOP to drop it, a potential Trump executive order, Trump has decided to sell some of America’s best AI chips to China, paying Trump enormous bribes in hopes of exactly this outcome, especially the people who shout over any discussion of safety with “bUt ChInA”, https://substackcdn.com/image/fetch/$s_!mg6X!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6bbc756d-32ce-41d1-9652-59fb3444765d_1024x1024.png, Daniel Eth on X, https://substackcdn.com/image/fetch/$s_!kpou!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ada4ca1-d833-4fd1-b85a-5982191ce455_679x305.jpeg, my 2023 prediction, Bernie Sanders in, The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE), Jesse Arm (X), scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site, has “fallen apart”, 95% chance, here’s a lab leaker arguing that, has a dating doc, From here, https://substackcdn.com/image/fetch/$s_!ByQP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90d5dfc6-106a-4afa-9250-371a21c77576_743x133.png, is a fan of, Matt Yglesias comes out as aphantasic, The COVID political backlash [to the Democratic Party] has disappeared., from Rob Wiblin on X, Post-Mortem Of Neoreaction, wades into the David Hume on miracles debate., AI Teddy Bears: A Brief Investigation, https://substackcdn.com/image/fetch/$s_!cOGB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20a7acea-b463-485c-8295-f0a5768381d9_416x709.png, Trump AI czar David Sacks’, neurologist Oliver Sacks, says, Abba Eban was, bio, this article, There Has To Be A Better Way To Make Titanium, If Asians Are Lactose Intolerant, Why All The Milk Tea?, How do different majors change college students’ political beliefs?, https://substackcdn.com/image/fetch/$s_!xR53!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa36d404d-9574-4e25-93bb-7ef4d2ca9f9a_940x606.jpeg, as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
Highlights From The Comments On Scott Adams
January 21, 2026 · Original source
A16Z: 241
Links For February 2026
February 05, 2026 · Original source
16: A16Z’s latest annoying gambit to muddy and confuse the AI regulatory landscape: propose a package of “transparency regulations” (seemingly good! transparency regulations are what we want!) which are just things like that AI companies must be transparent about what their name is (a real example, I’m not making it up).
Inline links: latest annoying gambit