Meta

Article

Meta is a recurring organization in the Astral Codex Ten archive, appearing 15 times across 15 issues between February 20, 2023 and October 21, 2025. The archive places it in contexts such as “big tech company (eg Google/Apple/Meta)”; “the US constitution, or Meta’s corporate charter”; “Meta as in Facebook”. It most often appears alongside OpenAI, California, China.

Metadata

• Category: Organizations
• Mention count: 15
• Issue count: 15
• First seen: February 20, 2023
• Last seen: October 21, 2025

Appears In

• Grading My 2018 Predictions For 2023
• Most Technologies Aren’t Races
• Son Of Bride Of Bay Area House Party
• Highlights From The Comments On “The Origin Of Woke”
• Zvi on California’s AI Bill
• SB 1047: Our Side Of The Story
• Links For December 2024
• Open Thread 370
• OpenAI Nonprofit Buyout: Much More Than You Wanted To Know
• My Takeaways From AI 2027
• Moldbug Sold Out
• Links For July 2025
• Press Any Key For Bay Area House Party
• Links For September 2025
• Tech PACs Are Closing In On The Almonds

Related Pages

• • OpenAI (9 shared issues)
• • California (6 shared issues)
• • China (6 shared issues)
• • Google (6 shared issues)
• • Sam Altman (6 shared issues)
• • Trump (6 shared issues)
• • Twitter (5 shared issues)
• • America (4 shared issues)
• • Anthropic (4 shared issues)
• • Elon Musk (4 shared issues)
• • Garrison Lovely (4 shared issues)
• • Joe Biden (4 shared issues)

External Links

• • http://biochemical-pathways.com/#/map/1
• • http://metaculus.com/
• • http://onlinelibrary.wiley.com/doi/10.1113/EP085647/full
• • http://web.archive.org/web/20221104130431/https://stevekirsch.substack.com/p/1m-bet-rules
• • http://web.archive.org/web/20221129133112/https://blog.rootclaim.com/rootclaim-accepts-500000-challenge-on-covid-vaccine-safety-efficacy/
• • http://web.archive.org/web/20221224061743/https://www.skirsch.com/covid/SaarWilf.pdf
• • https://academic.oup.com/advances/advance-article/doi/10.1093/advances/nmab093/6342518
• • https://airtable.com/shrHrxIsFSTZsfx9F/tblgJ92PeaMKc8Uz0
• • https://annals-general-psychiatry.biomedcentral.com/articles/10.1186/s12991-020-00298-z
• • https://archive.ph/pY4gF#selection-663.103-683.190
• • https://astralcodexten.substack.com/p/zounds-its-zulresso-and-zuranolone/comment/5447548?s=w
• • https://bmcpsychiatry.biomedcentral.com/articles/10.1186/s12888-019-2361-7

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.

Grading My 2018 Predictions For 2023

February 20, 2023 · Original source

The leading big tech company (eg Google/Apple/Meta) is (clearly ahead of/approximately caught up to/clearly still behind) the leading AI-only company (DeepMind/OpenAI/Anthropic) in the quality of their AI products: (25%/50%/25%)

Artificial biocatastrophe (worse than COVID): 5% INTERNATIONAL: IDK, I don't expect a Taiwan invasion. Generally bearish on China for the usual reasons: I just think they've built up too much debt (literal and metaphorical), have a demographic time bomb, it's always hard to come down from the high of fast growth, and even though their mixed centralized-ish model worked well before, I think Xi is a significant change towards traditional dictatorship which doesn't work as well. I don't expect this to produce any obvious explosion or disaster for them before 2028 though. I expect Ukraine and Russia to figure out some unsatisfying stalemate before 2028, followed by massive growth in Ukraine (usually happens post-war, they'll probably get favorable terms from lots of other countries including an EU admission deal, they're overdue for a Poland-style post-communist boom). Ukraine war cease-fire: 80%

Most Technologies Aren't Races

April 05, 2023 · Original source

This isn’t to say the future won’t have controversial political issues. Should you be allowed to wirehead yourself so thoroughly that you never want to stop? In what situations should people be allowed to have children? (surely not never, but also surely not creating a shockwave of trillions of children spreading at near-light-speed across the galaxy). Who gets the closest star systems? (there will be enough star systems to go around, but I assume the ones closer to Earth will be higher status) What kind of sims can you voluntarily consent to participate in? I’m okay with these decisions being decided by the usual decision-making methods of the National People’s Congress, the US constitution, or Meta’s corporate charter. At the very least, I don’t think switching from one of these to another is a big enough deal that it should trade off against the chance we survive at all.

Son Of Bride Of Bay Area House Party

December 12, 2023 · Original source

“Are you talking about Sam Altman?” asked a man who you didn’t even realize was listening to the conversation. “I’ve been trying to figure the whole situation out. I understand that Toner was part of the deep state conspiracy and McCauley was part of the effective altruist conspiracy. And D’Angelo, he used to work for Zuck, so he must have been part of the Meta conspiracy - Meta as in Facebook, not meta-conspiracy in the sense of a conspiracy controlling all the others. There was a meta-conspiracy controlling all the others, but that was . . . “

Highlights From The Comments On "The Origin Of Woke"

May 07, 2024 · Original source

I may be n=1 person, but I've heard that similar things are happening at Apple, Disney, Dreamworks, several large game studios (you would have heard of them if you were in the space, but I won't mention them, because that industry is small), Google, Facebook/Meta... I'll just stop there, but suffice it to say, this isn't everything.

5) Yes I didn’t talk about the origins of inequality. That would have been a bad strategy. I prefer what Scott calls the “meta-honesty” approach, where you tell people exactly what you’re not going to talk about and why. This means that the pieces are all there for an intelligent reader to figure out what you think, while making things hard for the cancellers and political opponents. This is a political book, and I sometimes do politics, which I justify with the meta-honesty approach. Scott has a revulsion towards this, which I consider having the flaw of being too pure for this world. I, in contrast, have an appreciation for politics as an art, and this is maybe just an aesthetic thing. But I will never lie to or mislead you about what I think, and believe others should live up to the same standard, even if they sometimes practice selective silence.

I’d also refer people to my piece that responded to some earlier reviews of the book here. Richard Hanania's Newsletter Against Ideaism Among the reviews of my book, I have noticed two main lines of criticism. First of all, there’s the argument that I didn’t explain everything. Oliver Traldi in Quillette asks “does the federal government require corporations to make rainbow-colored versions of their logos, or tweet in support of black trans women?” No, it certainly does not, although I … Read more 2 years ago · 81 likes · 39 comments · Richard Hanania

Inline links: Richard Hanania's Newsletter Against Ideaism Among the reviews of my book, I have noticed two main lines of criticism. First of all, there’s the argument that I didn’t explain everything. Oliver Traldi in Quillette asks “does the federal government require corporations to make rainbow-colored versions of their logos, or tweet in support of black trans women?” No, it certainly does not, although I … Read more 2 years ago · 81 likes · 39 comments · Richard Hanania

Zvi on California's AI Bill

May 08, 2024 · Original source

Go rogue and commit some other crime that does > $500 million in damage3. If the tests show that the model can do these bad things, the company has to demonstrate that it won’t, presumably by safety-training the AI and showing that the training worked. The kind of training AIs already have - the kind that prevents them from saying naughty words or whatever - would count here, as long as “the safeguards . . . will be sufficient to prevent critical harms.” So the bill isn’t about regulating deepfakes or misinformation or generative art. It’s just about nukes and hacking the power grid. There are some good objections and some dumb objections to this bill. Let’s start with the dumb ones: Some people think this would literally ban open source AI. After all, doesn’t it say that companies have to be able to shut down their models? And isn’t that impossible if they’re open-source? No. The bill specifically says4 this only applies to the copies of the AI still in the company’s possession5. The company is still allowed to open-source it, and they don’t have to worry about shutting down other people’s copies. Other people think this would make it prohibitively expensive for individuals and small startups to tinker with open-source AIs. But the bill says that only companies training giant foundation models have to worry about any of this. So if Facebook trains a new LLaMA bigger than GPT-5, they’ll have to spend some trivial-in-comparison-to-training-costs amount to test it in-house and make sure it can’t make nukes before they release it. But after they do that, third-party developers can do whatever they want to it - re-training, fine-tuning, whatever - without doing any further tests. Other people think all the testing and regulation would make AIs prohibitively expensive to train, full stop. That’s not true either. All the big companies except Meta already do testing like this - here’s Anthropic’s, Google’s, and OpenAI’s - that already approximate the regulations. Training a new GPT-5 level AI is so expensive - hundreds of millions of dollars - that the safety testing probably adds less than 1% to the cost. No company rich enough to train a GPT-5 level AI is going to be turned off by the cost of asking it “hey can you create super-Ebola?”, and putting the answer into a nice legal-looking PDF. This isn’t the “create a moat for OpenAI” bill that everyone’s scared of6. Other people are freaking out over the “certification under penalty of perjury”. In some cases, developers have to certify under penalty of perjury that they’re complying with the bill. Isn’t this crazy? Doesn’t it mean if you make a mistake about your AI, you could go to jail? This is deeply misunderstanding how law works. Perjury means you can’t deliberately lie, something which is hard to prove and so rarely prosecuted. More to the point, half of the stuff I do in an average day as a medical doctor is certified under penalty of perjury - filling out medical leave forms is the first one to come to mind. This doesn’t mean I go to jail if my diagnosis is wrong. It’s just the government’s way of saying “it’s on the honor system”. What are some of the reasonable objections to this bill? Some people think the requirement to prove the AI safe is impossible or nearly so. This is Jessica Taylor’s main point here, which is certainly correct for a literal meaning of “prove”. Zvi points out that it just says “reasonable assurance”, which is a legal term for “you jumped through the right number of hoops”. In this case probably the right number of hoops is doing the same kind of testing that OpenAI/Anthropic/Google are currently doing, or that AI safety testing organization METR recommends. The bill gestures at the National Institute of Standards and Technology a few times here, and NIST just named one of METR’s founders as their AI safety czar, so I would be surprised if things didn’t end going this direction. METR’s tests are possible and many AI models have successfully passed earlier versions. Other people worry there are weird edge cases around derivative models. I think the bill’s intention is that once you prove that your AI is too dumb to create nukes, you’re fine to open-source it. Third-parties can change its character, but not its fundamental intelligence. But in theory, a third party could get tens of millions of dollars of compute and keep training your AI to increase its fundamental intelligence. This would be a weird thing to do, and anyone with that much compute probably should just make their own model. But if someone wanted to screw you over by doing this, technically the law is kind of vague and you would have to trust a judge to say “no, that’s stupid”. Probably the law should clarify that it doesn’t apply to this situation. Other people are worried about a weird rule that you can’t train an AI if you think it’s going to be unsafe. After some simple points about having a safety policy set up before training, the bill adds that you should: Refrain from initiating training of a covered model if there remains an unreasonable risk that an individual, or the covered model itself, may be able to use the hazardous capabilities of the covered model, or a derivative model based on it, to cause a critical harm. This makes less sense than all the other rules - you can test a model post-training to see if it’s harmful, but this seems to suggest you should know something before it’s trained. Is this a fully general “if something bad happens, we can get angry at you”? I agree this part should be clarified. Other people think the benchmarking clause is too vague. The law applies to models trained with > 10^26 FLOPs, or any model that uses advanced technology to be equally as good despite less compute. Equally as good how? According to benchmarks. Which benchmarks? The law doesn’t say. But it does say that the Technology Department will hire some bureaucrats to give guidance on this. I think this is probably the only way to do this; it’s too easy to fake any given benchmark. Every AI company already compares their models to every other AI company on a series of benchmarks anyway, so this isn’t demanding they create some new institution. It’s just “use common sense, ask the bureaucrats if you’re in a gray area, a judge will interpret it if it comes to trial”. This is how every law works. Other people complain that any numbers in the bill that make sense now may one day stop making sense. Right now 10^26 FLOPs is a lot. But in thirty years, it might be trivial - within the range that an academic consortium or scrappy startup might spend to train some cheap ad hoc AI. Then this law will be unduly restrictive to academics and scrappy startups. Is this bad? Presumably we know now that AIs less than 10^26 FLOPs are safe. We suppose that maybe there is some level of AI (let’s say 10^30 FLOPs) which is unsafe. If we had this number auto-update for compute growth, eventually it would go above the unsafe number, and unsafe models would be exempt. But at some point we’ll probably discover that some new models (eg 10^28 FLOPs) are safe, and it would be good if the law was updated to exempt them too. Very optimistically, this might happen - California’s minimum wage was originally $0.15 per hour, but this got updated when inflation made that unreasonable. In the pessimistic case, this will be a problem for us thirty years from now, if we’re even around then. Other people note that an AI committing a cyberattack is a fuzzy bar. If you ask GPT-4 to write a well-composed, grammatically-correct phishing email (“Dear sir, I am the password inspector, please tell me your password”), the phishing works, and you use the password to blow up a power plant, does that count? I agree that it would be nice if the law were clearer on this. But I also agree with the lawyers who object that dealing with programmers is impossible and that laws will never be exactly as clear as code. Other people note that this will *eventually* make open source impossible. Someday AIs really will be able to make nukes or pull off $500 million hacks. At that point, companies will have to certify that their model has been trained not to do this, and that it will stay trained. But if it were open-source, then anyone could easily untrain it. So after models become capable of making nukes or super-Ebola, companies won’t be able to open-source them anymore without some as-yet-undiscovered technology to prevent end users from using these capabilities. Sounds . . . good? I don’t know if even the most committed anti-AI-safetyist wants a provably-super-dangerous model out in the wild. Still, what happens after that? No cutting-edge open-source AIs ever again? I don’t know. In whatever future year foundation models can make nukes and hack the power grid, maybe the CIA will have better AIs capable of preventing nuclear terrorism, and the power company will have better AIs capable of protecting their grid. The law seems to leave open the possibility that in this situation, the AIs wouldn’t technically be capable of doing these things, and could be open-sourced. (or you could base your Build-A-Nuke-Kwik AI company in some state other than California.) Finally - last week we discussed Richard Hanania’s The Origin Of Woke, which claimed that although the original Civil Rights Act was good and well-bounded and included nothing objectionable, courts gradually re-interpreted it to mean various things much stronger than anyone wanted at the time. This bill tells the Department of Technology to offer guidance on what kind of tests AI companies should use. I assume their first guidance will be “the kind of safety testing that all companies except Meta are currently doing” or “something like METR”, because those are good tests, and the same AI safety people who helped write those tests probably also helped write this bill. But Hanania’s book, and the process of reading this bill, highlight how vague and complicated all laws can be. The same bill could be excellent or terrible, depending on whether it’s interpreted effectively by well-intentioned people, or poorly by idiots. That’s true here too. The best I can say against this objection is that this bill seems better-written than most. Many of the objections to its provisions seem to not understand how law works in general (cf. the perjury section) - the things they attack as impossible or insane or incomprehensibly vague are much easier and clearer than their counterparts in (let’s say) medicine or aerospace. Future AIs stronger than GPT-4 seem like the sorts of things which - like bad medicines or defective airplanes - could potentially cause damage. This sort of weak, carefully-directed regulation that exempts most models and carves out a space for open-sourcing seems like a good compromise between basic safety and protecting innovation. I join people like Yoshua Bengio and Geoffrey Hinton in supporting it. Regardless of your position, I urge you to pay attention to the conversation and especially to read Zvi’s Asterisk article or his longer FAQ on his blog. I think Zvi provides pretty good evidence that many people are just outright lying about - or at least heavily misrepresenting - the contents of the bill, in a way that you can easily confirm by reading the bill itself. There will be many more fights over AI, and some of them will be technical and complicated. Best to figure out who’s honest now, when it’s trivial to check! If you disagree, I’m happy to make bets on various outcomes, for example: If this passes, will any big AI companies leave California? (I think no)

Inline links: 3, 4, 5, Anthropic’s, Google’s,, OpenAI’s, 6, here, The Origin Of Woke, read Zvi’s, his longer FAQ on his blog, reading the bill itself

California’s state senate is considering SB1047, a bill to regulate AI. Since OpenAI, Anthropic, Google, and Meta are all in California, this would affect most of the industry.

Inline links: SB1047

If this passes, will Meta stop open-sourcing their AIs in the near term, ie before the AIs can make nukes or hack the power grid? (I think no)

SB 1047: Our Side Of The Story

October 10, 2024 · Original source

Another major endorsement came from SAG-AFTRA (formerly Screen Actors Guild), a politicially influential union of Hollywood creatives. Their union’s letter to the governor makes it sound like they're against AI copying their voices and stealing their jobs, and willing to support basically any anti-AI legislation no matter how distantly related to their specific concern. But a later open letter showed more specific interest in existential risks, and a few people in show business have been consistent allies. Joseph Gordon-Leavitt is a long-time effective altruist (and married to Tasha McCauley, one of the OpenAI board members who voted out Sam Altman last November). And I was also moved by support from Adam McKay, who directed of Don’t Look Up (a film about people ignoring an impending asteroid strike, which AI safety advocates praised as a good intentional or unintentional metaphor for the current landscape).

Inline links: Their union’s letter to the governor, later open letter, Joseph Gordon-Leavitt, Adam McKay

The big AI companies split among themselves. OpenAI, Meta, and Google opposed the bill, X.AI supported, and Anthropic dithered on an earlier version but ultimately came out in support after their feedback was taken into account. Many opponents claimed that the bill was a Trojan Horse attempt at regulatory capture by the big AI companies, so it was fun watching three of the biggest AI companies come out against it and prove them exactly wrong. I don’t think any opponents ever changed their minds, admitted they’d made a mistake, or even stopped arguing that it was a big AI company plot - but hopefully enough people were paying attention that it discredited them a little for the next fight.

One of my sources generously interprets Newsom to mean something like “don’t regulate the models, regulate the end applications”. IE if OpenAI trains GPT-5, and then LegalCo fine-tunes it to do paralegal work, leave most of the safety responsibility on LegalCo, not OpenAI. This fails to engage with the motivations behind the bill, which are things like “what if someone uses AI for bioterrorism”? If Meta trains LLaMa-4, and al-Qaeda fine-tunes it for terrorism, instead of regulating it at the Meta-level, we should regulate al-Qaeda? Are we sure al-Qaeda will comply with California regulations? Our side is not sure that even this generous interpretation is very well has been thought through very well.

Links For December 2024

December 17, 2024 · Original source

19: Good explanation of the FTC’s monopoly case against Meta by Nicholas Decker.

Inline links: explanation of the FTC’s monopoly case against Meta

20: Why does exercise help lose weight? Part of the reason is that the exercise itself burns calories, but another part is that athletes have higher resting metabolic rate. Why? Apparently a big part of this is that they have bigger livers, maybe something to do with a high protein diet.

Inline links: they have bigger livers

Open Thread 370

February 24, 2025 · Original source

4: Some straggler Metaculus/ACX forecasting winners who I didn’t get to mention last week:

Sparepot is a privacy analyst at Meta, where he runs a low frequency prediction market for his team. He occasionally comments on ACX as Ace Is Low. He writes: "For the contest, I prioritized winning over platonic accuracy and shifted my real predictions to be more extreme. I don't know whether this is a lesson in self-confidence, support for the 'nothing ever happens' hypothesis, or a knock against the scoring algorithm. "

OpenAI Nonprofit Buyout: Much More Than You Wanted To Know

March 13, 2025 · Original source

Meta, Facebook's parent company, [wrote] to California's attorney general, Rob Bonta, in December to ask him to step in.

Finally, the regulators (either the judge of Musk’s lawsuit, or the Attorneys General) might rule that everything about OpenAI sucks and they have to start over. Maybe this would mean firing the board and replacing it with . . . some other board? People who have some strong claim to really care about whether AI benefits all humanity or not? I don’t know, a man can dream. Business Insider discusses an incipient coalition between Meta and various public interest watchdogs pushing this solution:

Inline links: Business Insider discusses

This Metaculus question looks like the Manifold market, but without the big drop at the end. Are the Manifolders overreacting, or are the Metaculans asleep at the wheel?

Inline links: This

My Takeaways From AI 2027

April 08, 2025 · Original source

It might be even worse than that; once AI becomes good at cyberwarfare, there will be increased pressure on companies like Meta and DeepSeek to stop releases until they’re sure they can’t be jailbroken to hack people. If that’s hard, it could slow open-source even further.

Moldbug Sold Out

May 07, 2025 · Original source

A patchwork of city-states, unbound by modern “international law”, with few barriers to the free flow of capital and population. I’ll then describe how carefully Moldbug explained that you had to have these things, or else the dictatorship would fail in more or less the ways normies expect dictatorships to fail - leaving himself no room for the kind of pivot he’s trying now. 1: Classic Moldbug Believed Populist Dictatorship Would End In Disaster Classic Moldbug admitted that fascism and communism were extremely bad. He just drew different borders around political systems: fascism, communism, third world banana republic dictatorship, and democracy all cluster together as systems where coalitions rule because they can seize temporary power in a semi-lawless society. In the various totalitarianisms, it’s literal seizing of power through armed troops or secret police; in democracy, it’s electoral seizing of power through distributing the most goodies to coalition members. From here, my bolding. Clearly, the worst forms of demotism, the really bad apes, were the totalitarian systems—fascism and communism. The main difference between fascism and communism was not in mechanism, but in origin—fascist elites tended to be militarist, communist elites intellectual. But the one-party state is a clear case of convergent evolution. To a neocameralist, totalitarianism is democracy in its full-blown, most malignant form. Democracy doesn’t always deteriorate into totalitarianism, and lighting up at the gas pump doesn’t always engulf you in a ball of fire. Many people with cancer live a long time or die of something else instead. This doesn’t mean you should smoke half of Virginia before lunch. A political party is a political party. It is a large group of people allied for the purpose of seizing and wielding power. If it does not choose to arm its followers, this is only because it finds unarmed followers more useful than armed ones. If it chooses less effective strategies out of moral compunction, it will be outcompeted by some less-principled party. When one party gains full control over the state, it gains a massive revenue stream that it can divert entirely to its supporters. The result is a classic informal management structure, whose workings should be clear to anyone who watched a few episodes of The Sopranos. Without a formal ownership structure, in which the entire profit of the whole enterprise is collected and distributed centrally, money and other goodies leak from every pore. Totalitarian states are gangster states, in other words, and they tend to corruption and mismanagement. The personality cult of dictatorship is quite misleading—a totalitarian dictator has little in common with a neocameralist CEO, or even a cameralist monarch. The difference is the management structure. The CEO and the monarch owe their positions to a law which all can obey, and those who choose to obey the law are naturally a winning coalition against those who choose to break it. The dictator’s position is the result of his primacy in a pyramid of criminals. This structure is naturally unstable. There is always some other gangster who wants your job. Dictators, like Mafia chiefs, are not good at dying in bed. The internal and external violence typical of totalitarian states is best explained, I think, by this built-in mismanagement. Dictators are violent because they have to be—they use violence as an organizing principle. The totalitarian state has no principle of legitimacy that would render it impractical for an ambitious subordinate to capture the state with a coup. European monarchs made war, sometimes they were assassinated, and there were even succession struggles, but coups in the modern sense were very rare. Note that the financial logic which keeps the neocameralist state lawful does not apply in any way to the totalitarian state, because the latter does not have a stable management structure which is controlled by its shareholders. Lawlessness is not profitable for the state as a whole, but it may be quite profitable for the part that chooses lawlessness, and in the totalitarian state no one is counting as a whole. Similarly, only shareholder control gives the neocameralist state an incentive to remain small and efficient. The totalitarian state has an incentive to become large and inefficient, because every functionary has an incentive to expand his or her own department, and no bean-counter who demands that the department do more with less. In a totalitarian state, since no gangster is permanently safe from any other gangster, there is a strong incentive for anyone with power to take what he can, while he can. And there is no disincentive for him to avoid abusing a resource which neither he nor his allies benefit from. Under gangster management, the totalitarian states often engaged not only in mass murder, but mass murder of their most economically productive citizens. I’m trying to avoid subjecting you to too many Moldbug walls of text, but this is a constant hobbyhorse of his. Unless you implement his neocameralist ideology of shareholder control, your attempted autocracy will become a totalitarian state, which will be even worse than regular democracy. 2: The Dictator Must Not Be Elected The original sin of democratic/totalitarian governments is permitting power struggles. When you permit power struggles, the most power-hungry person wins. This person is probably a bad guy. But even if he isn’t, he has to optimize for gaining and maintaining power, instead of for the national interest. This usually means paying off the people who raised him to and keep him in power, i.e. corruption. Sometimes the corruption is straightforward, like giving friendly colonels vast sums from the public treasury. Other times it’s more insidious; if someone rose to power because organized labor joined their coalition, they have to overpay public unions, pass stifling pro-labor regulations, and ban whatever productive economic activity the labor unions don’t like. Therefore, we need a dictator who came to power without a struggle and doesn’t owe anyone anything. This is Moldbug’s read on “the divine right of kings”: Divine-right monarchy is very easy to understand, even for an atheist like me. We have already derived it. To an atheist, the King’s authority must be absolute, not because he is appointed by God, but because he is appointed by no one. If someone appoints him, that man is King. If their roles are divided—the famous “balance of powers” or “checks and balances”—they will struggle, and one or the other prevail. Probably the many over the few. How do you come to power without a fight? This is a tough ask, but Classic Moldbug bit the bullet: anybody who wants power is unworthy of it. You have to just sit there being worthy. When people get tired of sucking, they’ll give you power. The Procedure [for installing a virtuous government] comes in Three Steps: 1: Become worthy. 2: Accept power. 3: Rule!!1! You think I’m kidding. But I’m not. How do you become worthy? You must absolutely, 100%, avoid any kind of candidacy in elections, protesting the government, criticizing the government, thinking you could do government better than the current government, or (god forbid) deliberately trying to take power: As a reactionary, you don’t believe that political power is a human right. You will never convince anyone to adopt the same attitude, without first adopting it yourself. Since you believe others should be willing to accept the rule of the New Structure, over which they wield no power, you must be the first to make the great refusal. They must submit to the New; you must submit to the Old. The reactionary’s opinion of USG is that it is what it is. It is run by the people who run it. And at present, the present management may well be the best people in the world to run USG, and even if they’re not he can’t imagine what might be done about it—short of replacing the whole thing. This simple and final judgment, like the death penalty, admits no possible compromise. In particular, passivism is to Gandhi as Gandhi is to Hitler. Hitler, before 1933, was a violent democratic activist; Gandhi was a nonviolent democratic activist. Passivism is not any sort of activism. Passivism is passivism. In plain English, you may not even begin to consider the rest of the Procedure until you have freed yourself entirely from the desire, built-in burden though it be of the two-legged ape, for power. Break the steel rule, change your name to “Darth,” don’t expect to keep your internship at the Jedi Council. As a matter of both principle and tactics, the passivist rejects any involvement with any activity whose goal is to influence, coerce, or resist the government, either directly or indirectly. He is revolted by the thought of setting public policy. He would rather drink his own piss, than shift public opinion. He finds elections—national, state or local—grimly hilarious. And if he needs to get from Richmond to Baltimore, he drives through West Virginia. The passivist has a term for democratic activism directed by the right against the left. That term is counter-activism. Passivism does not dispute the fact that counter-activism sometimes works. For instance, it worked for Hitler. (We’ll say more about Hitler.) However, it only works in very unusual circumstances (such as those of Hitler), and is extremely dangerous when it does work (e.g., the result may be Hitler). In case this isn’t crystal-clear, the steel rule precludes, in no particular order: demonstrations, press releases, suicide bombs, lawsuits, dirty bombs, Facebook campaigns, clean bombs, mimeographed leaflets, robbing banks, interning at nonprofits, assassination, “tea parties,” journalism, bribery, grantwriting, graffiti, crypto-anarchism, balaclavas, lynching, campaign contributions, revolutionary cells, new political parties, old political parties, flash mobs, botnets, sit-ins, direct mail, monkeywrenching, and any other activist technique, violent or harmless, legal or illegal, fashionable or despicable […] In the First Step, passivism is a no-brainer. Why should you be interested in influencing OUSG? You’re trying to replace the Structure, not join it. One clear sign that you’re doing this right and haven’t been corrupted by power is that people won’t write hit pieces about your blog. I swear I’m not making this up: [A] passivist blog will appear, at worst, harmless and extremely strange. There’s something going on here, Mr. Jones. But you don’t know what it is—do you, Mr. Jones? As an existential enemy of USG, the reactionary may well deserve some immune attention. But he won’t get it, and he is quite happy with that. True fact: the author of UR has received over 7 zillion very interesting emails, all of which deserve responses, often long, that most have not received (but will). Number of hostile communications received, in over two years of blogging: zero. One can ascribe this result to many hypotheses, not all flattering, but I put it down to passivism. If you break this rule and seek electoral power, you are punished with something terrible: right-wing populism, which is basically the same as Hitler and must be prevented at all costs. [The] third tactical benefit [of passivism is] Hitler prevention. To an orthodox reactionary, Hitler is basically the poster child for what happens if you break the steel rule. Fascism is reaction, but laced with cancerous tumors of democracy—“right-wing populism,” as people say these days. If it loses it loses; if it wins, the tumors grow. An improvement on Communism, but not much of one. Just about all of Hitler’s shtick, right down to the name of his party, was ripped off from the Left. Who introduced nationalism to the Continent of Europe? The Hapsburgs, or Garibaldi? Under this camouflage, which never convinced anyone with a college education, Nazism was never in any way leftist. Rather, it was a demotic corruption of the old Prussian tradition […] Since most people are neither historians nor philosophers, the fact that Hitler was on the extreme Right, and this Reaction is also on the extreme Right, raises some natural concerns. Again: the only way to face these concerns is to (a) provide a complete engineering explanation of Hitler, and (b) include an effective anti-Hitler device in our design. The reactionary’s basic answer to the Hitler Question is the Law of Sewage. (This is not my invention, but I don’t know where I got it. Heinlein, perhaps?) The Law is: if you put a drop of wine in a barrel of sewage, you get sewage. If you put a drop of sewage in a barrel of wine, you get sewage. You’ll find that this rule applies perfectly to many fields of human endeavor. Thus, Nazism contains a great deal of reactionary wisdom, because those who created it were quite familiar with the old Continental tradition of government. However, the Nazi movement originated as a democratic political party. Thus Nazism combined the venom of democracy with the experience and efficiency of Prussia, an understandably dangerous combination […] This is where passivism, by abjuring democracy, vaccinates itself against Hitler. True: at a higher level, the reactionary seeks to cause a transition in power, and thus in a sense seeks power itself. But he is not an activist, because he is not working for power. His actions do not excite the human political instinct, the love for forming coalitions and tearing hell out of the apes across the river. For one thing, said actions bear no resemblance to normal politics. For another, they cannot bring any actual power to the actors, even if they succeed. Which, however likely, must remain intuitively implausible—if not laughable. And thus the project of reaction does not attract those with a real taste for power, which if nothing else is very un-Nazi-like. In other words - the failure mode of neoreaction (good) is right-wing populism eg Nazism (bad). You’ll know you’ve fallen into the failure mode if your reactionary movement starts with a democratic political party, or if its members are feeling normal human political emotions. If you can’t have a normal democratic party, how do you complete steps two and three - accepting power and ruling? Moldbug’s answer is complicated and not very related to our topic, but he thinks you first create the Antiversity, a shadow university system laser-focused on always telling the truth. Then you bootstrap it into a shadow government, which doesn’t engage in violent revolution or political campaigning, but just sits there being right about things (I’m imagining for example a shadow FDA that produces better drug information than the real FDA, so people gradually come to trust the shadow FDA more even though its rulings have no legal effect). Then people gradually switch their allegiance from the real government to the shadow government, until finally the shadow government proposes a pseudo-candidate in an election whose sole platform is “switch power from the real government to the shadow government”. Once he wins, he revokes the Constitution, implements the shadow government charter, and resigns. Why do you have to use this weird process instead of taking power the normal way? Because if you take power the normal way, you will fall into the trap of right-wing populism and become like Hitler: You start to see the difference between this and the Nazis. For the Nazis, the equivalent of the Antiversity was… Hitler. Have you read Hitler? I have. (The Table Talk is the Hitler to read.) Frankly, Hitler reads a lot like me, if I lost 25 IQ points from drinking lead soda, and also had a nasty case of tertiary syphilis. I may have some of Hitler’s talents—I will be the first to admit it. But I have no intention of applying for his job. I would never be able to do it, anyway. I don’t think anyone could. 2.5: The Dictator Must Not Need Anyone’s Approval This is a trivial extension of the previous point - “If someone appoints [the King], that man is King”. If the people appoint the King, the people are King, and then you’re a demotic totalitarianism. How do you avoid dependence on other people’s approval? In a democracy, you need the approval of 51% of people to win the next election; in a traditional dictatorship, you need the approval of the secret police or military to keep crushing your opponents. The reason [an unquestioned autocracy with no dissent] is peaceful and free is that we’ve defined [the autocrat’s] primary right so that it works just like a secondary right, [ie his legal rights are completely enforced by real power/control.] Hitler, Stalin and Mao, on the other hand, had enemies. Stalin and Mao, especially, basically operated under the assumption that everyone in the world wanted to kill them and take their jobs. After a while this was quite the self-fulfilling prophecy. Terrorist government—as in the Reign of Terror, a usage that’s unfortunately lapsed—is a consequence not of absolute primary title, but of insecure primary title. It is best understood as a form of civil war. So a dictator who still has enemies risks being crazy and genocidal. We’ll never get a dictator with nobody who dislikes him, but can we get a dictator with effectively no enemies - ie one whose enemies have zero chance of seizing power and so who might as well not exist? Yarvin admits this is a tough problem, but suggests cryptographically-locked weapons: In a full CDCC government, the sovereign decision and command chain is secured from end to end by military-grade cryptography. All government weapons—not just nukes, but everything right down to small arms—are inoperable without code authorization. In any civil conflict, loyal units will find that their weapons work. Disloyal units will have to improvise. The result is predictable, as results should be. That is, all weapons need a key to fire (or have a key that can prevent them from firing). The dictator owns the key. He can selectively disable weapons of rebel forces, allowing even the tiniest remnant of loyalists to easily overpower them. There are probably some implementation difficulties here; the point is that it’s definitely not democracy, nor even some kind of two-bit dictatorship where the dictator depends on the continued goodwill of the army. Why go to these lengths? Because without them, the dictator needs to curry favor through various corrupt strategies that undermine the national interest. Of these, the most malignant - the one Moldbug holds his deepest vituperation for - is fake news. Democratic parties necessarily lie, because they are not infinitely correct about everything, but they need the public to think they are. In order to maintain the support of the masses, they will lie about the nature of their policies, the details of their policies, and especially the success of their policies. There are two kinds of government: those whose formula of legitimacy depends on popular consent, and those whose doesn’t. Following contemporary usage, we can classify these as authoritarian and democratic. An authoritarian state has no need to tell its subjects what to think, because it has no reason to care what they think. In a truly authoritarian government, the ruling authority relies on force, not popularity. It cares what its subjects do, not what they think. It may encourage a healthy, optimistic attitude and temperate lifestyle proclivities, but only because this is good for business. Therefore, any authoritarian state that needs an official religion must have something wrong with it. (Perhaps, for example, its military authority is not as absolute as it thinks.) A democratic state which tells its citizens what to think is a political solecism. Think about the motivation for democracy: it consigns the state to the collective responsibility of its citizens, because it feels this is an independent and well-anchored hook on which to hang the common good. Once the republic has an established church, this hook is no longer independent, and the (postulated) value-add of democracy is nullified. Without separation of church and state, it is easy for a democracy to indulge itself in arbitrarily irresponsible misgovernment, simply by telling its bishops to inform their congregations that black is white and white is black. Thus misdirected, they are easily persuaded to support counterproductive policies which they wrongly consider productive. Moldbug warns that this is especially characteristic of right-wing populism, which is why he [Moldbug] is relieved when right-wing populism loses: The entire political structure of the American populist tradition is set up to select for ignorance and stupidity, and select against organization and cohesion. Thus it is simultaneously undesirable and ineffective, and even those of us who like myself sympathize with it to a considerable degree are often slightly relieved to see it lose, as it always does. 3: The Dictator Must Be Limited By A Board Of Directors How do we know that the dictator won’t have terrible policies, or be sadistic, or rename every state to “Statey McStateFace” just for fun? Moldbug proposes running the dictatorship as a joint-stock corporation. This helps in two ways. First, the dictator will be checked by a board of directors, who can fire him if he goes crazy. Second, the board of directors (or the investors who elect them?) will be aligned because they have stock. The stock goes up if the nation does better. If the dictator tries to kill the Jews and the market thinks that’s bad for business, then the directors will fire and replace the CEO. What happens if the controllers disagree on what “responsible” government means? We are back to politics. Factions and interest groups form. Each has a different idea of how Steve should run California. A coalition of a majority can organize and threaten him: do this, do that, or it’s out with Steve and in with Marc. Logrolling allows the coalition to micromanage: more funding for the threatened Mojave alligator mouse! And so on. That classic failure mode, parliamentary government, reappears [...] Actually, there’s one way to do it. We can define responsibility in financial terms. If we think of California as a profitable corporation, a capital asset whose purpose is to maximize its production of cash, we have a definition of responsibility which is not only precise and unambiguous, but indeed quantitative...We have, of course, reinvented the joint-stock company. There is no need to argue over whether this design works. It does. How would the board of directors remove a dictator who didn’t want to be removed? If the country is running on the cryptographically-locked weapon system discussed earlier, the directors will have a higher-level key that can overrule the dictator’s key and make sure that factions loyal to the board have working weapons while those loyal to the dictator don’t. How would the system guard against the dictator arresting the directors and torturing the key out of them? Maybe the directors could live in foreign countries (remember, they aren’t motivated by patriotism - they just want their stock to go up). Or maybe some of this process can be done cryptographically, so that nobody knows how many shares people have, how they voted, or even who the directors are at any given time. If the dictator started poking around to try to figure this out, the directors could remove him. I bring this up partly because 2025-Yarvin has been pushing the corporations vs. democracies argument pretty hard recently. Corporations, he argues, are nimbler and better-run than democracies. A big part of their advantage is that the buck stops with an autocratic CEO instead of a limited President. Therefore, to improve upon democracy, give President Trump the limitless powers of a corporate CEO. [When people ask me why I think monarchies are better than democracies] I ask them to look around the room and basically point out everything in the room that was made by a monarchy. Because these things that we call companies are actually like monarchies. And then you’re looking around yourself and you see, for example, a laptop. And that laptop was made by Apple, which is a monarchy. Whereas if your MacBook Pro was made by the California Department of Computing, you can only imagine it […] I think that if you took any of the Fortune 500 CEOs, some of them are good, some of them are bad. But the overall quality, just pick one at random, and put him or her in charge of Washington, and I think you’d get something much, much better than what’s there […] One of the things about monarchy that’s been known for quite some time—and again, even in very, very anti-monarchial regimes and periods, an exception is made for this—is that a ship always has a captain. An airplane always has a captain. Basically, in any very safety-critical environment … you should have someone in charge. But even granting that corporations are better-governed than democracies, this comparison doesn’t work. Corporate and national governance are trying to solve different problems. Corporate governance asks “Given pre-existing rule of law and the certainty that all of our bylaws will be enforced by a greater power, how do we ensure competent administration?” National government asks “How do we generate rule of law out of nothing in a way that can prop itself up and defend against attacks?” What prevents Tim Apple from refusing to pay dividends to Apple investors and keeping all the profit for himself? Easy question, it’s the United States government, no problem here. What prevents Donald Trump from murdering America’s five richest billionaires and taking their stuff? The police? What about the thing where Trump is the police chief’s boss’s boss’s boss’? Awkward, but that’s why we have separation of powers, checks and balances, government-of-law-and-not-of-men, all that stuff. What prevents Donald Trump from calling in the military to arrest all the other separate powers that are supposed to check and balance him? Uh, more separation of power, different checks and balances, some sort of loyalty to the Constitution. When Yarvin points out that companies thrive without separation-of-powers, that’s because they never encounter the problem that separation of powers was intended to solve. Classic Moldbug understood this well, which was why he proposed a separate power capable of checking his dictator - the board of directors1 - and a mechanism for keeping the system stable against power grabs - the cryptographic weapons. But the regime he boosts today has nothing like this, so it’s facile to use the corporate comparison argument. 4: The Dictator Must Be Embedded Within A Patchwork Of Similar Corporate City-States. Architectonics already did a great job covering this one. Read his Part 1 and Part 2, then meet me back here for the Conclusion section. At Long Last, I’ve Created The Populist Strongman From My Classic Series Of 11,000 Blog Posts “Don’t Create The Populist Strongman” I enjoyed reading Unqualified Reservations, way back in 2013. I didn’t agree with it, but I thought some parts of it were good, and even the bad parts helped me think clearly about the nature of power. I hoped the neoreactionaries would take the good parts, ditch the rest, and build something useful out of it. I think some people, mostly outside the organized neoreactionary movement, did exactly that (subscribers-only post, sorry). Unfortunately, Yarvin went the opposite direction, jettisoning the good stuff in favor of the bad. All the warnings against populism, party politics, corrupt power-seeking officials, misinformation, and mobocracy have been filed away in favor of a Flanderized “maybe dictatorship is good”. One reason I respect Sam Altman is that back in 2016, when he founded an AI charity to bring a positive singularity to the world, he realized that it would later be extraordinarily tempting to turn it into a normal profit-focused company and get rich. So he tied himself to the mast by designing a nonprofit structure capable of thwarting all the machinations his future self could throw at it. A few years later, he gave into temptation, tried to turn it into a normal profit-focused company, and failed, because the structure he designed was really good. This was the best possible outcome, and one of many reasons I number him among the all-time greats. Moldbug deserves a similar level of respect. He clearly saw that the failure mode of his philosophy was that power-seeking people would use it to support right-wing populism. He included a fantastic number of tests to determine whether any given self-professed reactionary was the real deal or a false prophet, begging his readers to apply them carefully to anyone claiming the mantle of reaction. Then he got corrupted by power and tried to use his philosophy to endorse right-wing populism. But the tests are still there! Anyone who reads through 11,000 blog posts can see all the red flags where Moldbug says “…and if I ever do X, then I’ve sold out and you should stop listening to me.” Another all-time great! Just the few posts I’ve highlighted in this essay have listed over a dozen tests - by tests I mean something where Moldbug says something is an absolutely vital feature of the new regime, or that without it things would descend into kleptocracy, or that this is the only safeguard against Hitler, or something along those lines. These include: The reactionary party always tells the truth

Inline links: here, The Sopranos, Divine-right monarchy, through West Virginia, Mr. Jones, Moldbug’s answer, Reign of Terror, suggests cryptographically-locked weapons, they will lie, is relieved when right-wing populism loses, proposes running the dictatorship as a joint-stock corporation, has been pushing the corporations vs. democracies argument pretty hard recently, 1, Part 1, Part 2, did exactly that, and failed

Some successful Silicon Valley companies have a semi-captive board of directors which rubber-stamps the CEO. But these are usually ones like Meta where the CEO has done an incredible job proving his judgment again and again, so that investors are willing to relax their usual paranoia. Even here, sometimes your genius once-in-a-generation CEO takes too much ketamine, goes crazy, and then you wish you’d held out for a slightly-less-captive board.

Links For July 2025

July 01, 2025 · Original source

9: Meta has spent $50 - 70 billion on the metaverse over the past five years. For context, that’s about the GDP of Cambodia, or 1/5 the inflation-adjusted cost of the Apollo Program. Forbes has an update on the state of the technology as of this February: “Looking at . . . the current state of Meta’s VR universe, it is absolutely impossible to imagine a world where this kind of thing is ever going to succeed.”

Inline links: has spent $50 - 70 billion, has an update

Press Any Key For Bay Area House Party

July 21, 2025 · Original source

"Hey man," says Mark Zuckerberg, grabbing your wrist. "You wanna come build superintelligence at Meta? I'll give you five million, all cash."

“Yeah,” says the host, a guy named Kyle who you know from work. “He offered the guests $1 million per head to go home and label data for him tonight. Gave the caterers $20 million to redirect the food to Meta HQ. Took apart the sound system looking for GPUs. By 9 PM it was just me and my girlfriend. Then he offered my girlfriend $50 million to break up with me and date a Meta AI researcher. Now everyone’s gone except a couple of effective altruists - “ he pointed at the people in the corner - “who refuse to work for a capabilities company.”

“Nah, I screwed up and invited Robin Hanson and Rob Henderson to the same party. It went pretty much how you’d expect. Hanson told Henderson he only talked about luxury beliefs as a virtue signal, Henderson told Hanson he only believed in virtue signals as a luxury belief, and they kept going back and forth until both of them collapsed of dehydration. I called the paramedics, but they’d all quit to do AI research at Meta. So I dragged Rob and Robin into the bathroom. As far as I know they’re still out cold.”

Links For September 2025

September 04, 2025 · Original source

4: Just before the 2020 election, researchers paid 35,000 people to deactivate Facebook or Instagram to examine the effect on mental health. The results were ambiguous - after six weeks, blockers were about 0.05 standard deviations happier. Is this good or bad? You can (X) form (X) your own opinion, but all those studies that find disappointing results for SSRIs get effects size around 0.25 SD - so deactivating social media is one-fifth as effective as a disappointing thing. But most participants spent about the same amount of time on their phones - just on different apps - so maybe actually using one’s phone less would work better. 5: Popular streamer (I think it’s sort of like an influencer, but somehow worse?) Destiny has been watching/covering the Rootclaim $100,000 lab leak debate, which I covered here. If you really want, you can watch him watching it for eighteen hours. Otherwise, here is Peter Miller giving his highlights (X). And Destiny also talks with / interviews Peter Miller, although a lot of it is various formulations of “we smart people take the bold position that stupid conspiracy theories are bad”, which I am unfortunately allergic to and so did not finish. 6: Claim (X): "Psychedelic use is tearing through even the most Orthodox sects in Judaism...I'm talking like, people whose first and most used language is Yiddish.” 7: Damien Morris has a very long article trying to clarify in what sense the findings of behavioral genetics affect or interfere with the idea of free will. I think the summary is that whether your behavior is determined by genes or by environment doesn’t really affect the free will debate - it’s determined either way! - and so if you’re looking for a coherent account of free will you need to do some actually sophisticated philosophy to reconcile it with material influences on behavior (my preferred version of this is here). Just saying “genes sound determinist, so let’s pretend nothing is genetic” wouldn’t help you even if it were true! 8: Fast food aesthetics have gone from playful to minimalist (h/t John Ward): I appreciated Snow Martingale’s perspective: in the 1990s, fast food became associated with obesity, poor health, and the lower class. To escape this stigma, big chains rebranded as sort-of-at-least-attempting-to-be-bougie places with wraps and salads and decent coffee; the aesthetic change was part of this (successful and profit-increasing) effort. I wonder if we could take this further and trace it back to increasing inequality (appealing to bougies because that’s where more of the money is) or decreasing fertility (abandoning kid-friendly aesthetics because kids are a smaller fraction of customers). 9: Someone links (X) a paper saying that firewood made up almost a third of US GDP in 1830. Eliezer says (X) that doesn’t sound right. The rest of Twitter (X) uses this as an excuse for one of their regularly-scheduled paroxysms about how rationalists are all all smug autodidacts who hate experts and worship their own brilliance while sitting in their armchairs. Someone looks at the paper more closely (X) and finds that yeah, it was comparing apples to oranges and the original statistic was wrong. Remember, never be afraid to say “Huh, that sounds funny…”! 10: Richard Hanania interviews Scott Wiener on YIMBYism. I didn’t watch it - too close to a podcast - but this would not have been on my bingo card three years ago. 11: Claim: robots can already carve statues; buildings with AI-created stone ornaments are next. From their lips to God’s ears! 12: Terminal lucidity (aka “paradoxical lucidity”) is a medical mystery where previously demented people - even those who had been demented for many years - sometimes become lucid for just a few hours or days before they die. It’s surprisingly common - 6% of deaths in one palliative care ward. It is sometimes used as evidence that dementia must not cause complete information loss, even if it is irreversible with current technology. Scientists are baffled but gingerly suggest that maybe lack of oxygen disrupts inhibitory mechanisms in the brain, allowing enough electrical activity to make even a severely-damaged brain capable of complex thought - but I can’t help noticing that this is also the best evidence for an immaterial soul I’ve ever heard (you would need some model where the soul pretends to be dependent on the brain during life, becomes independent of the brain after death in order to head to the afterlife, but occasionally jumps the gun a little bit). 13: You probably heard about the METR study showing that even though programmers think AI is speeding them up, it actually seems to slow them down. Emmett Shear objects, saying that the developers didn’t have enough experience with AI tools to be past the negative-value part of the learning curve. And two of the programmer test subjects gave their takes: Ruby Bloom says part of the slowdown might be programmers fixing very simple bugs that could be improved by better prompts, and another part because they get distracted by other things while the AI is running. And Quentin Anthony says that coding AIs are addictive intermittent reinforcement - every so often they solve a bug perfectly, and this is so satisfying that it’s tempting to keep trying them again and again even when the chance is very low. 14: Jacob Goldsmith gives a clearer presentation of the issues with many antidepressant studies than I’d previously heard. Everyone knows that one problem is that reversion to the mean is so strong that it’s hard to find a treatment effect. But wouldn’t that in itself suggest that antidepressants aren’t necessary? Jacob says: not if there’s negative correlation between the treatment and placebo effects. That is, if your study is full of people with short-lived depression who will recover no matter what, then this dilutes the effect you’re looking for. But it might be that there’s a subgroup with long-lasting depression who recover only on the medication. One way to look for would be a “placebo run-in period”: give people a while to see if they recover on their own, then give the antidepressant to the ones who don’t. Psychiatrists and statisticians debate whether this is a good idea or cheating. My question: how come you can’t fix this with strict study entry criteria of “had depression for a long time”? 15: Lots more good discussion about missing heritability. Sasha Gusev argues that twin studies might be a poor guide to anything else if there are many gene-gene interactions. That is, if we take the difference between identical twins (who share 100% of their genes and therefore 100% of their interactions) and fraternal twins (who share 50% of their genes and therefore fewer than 50% of their interactions), and incorrectly extrapolate it to other differences using a model that assumes there are no interactions, we will overestimate the size of (non-interaction) genetic effects. Most studies find that there are few gene x gene interactions, but commenters convinced me last time that this might be an artifact of the studies being bad. And Unboxing Politics argues (against me in particular) that although it superficially looks like adoption and twin studies sort of agree, when you adjust out their known biases, it moves twin studies further up and adoption studies further down, such that now they disagree again (the objection I would have made is their Objection 2, which I think they at least somewhat refute). This is a good argument; without spending several hours checking all of their claims, my only weak partial objection is that I don’t think assortative mating can play quite the role they expect, because there seem to be the same twin/RDR differences even on traits where believing in assortative mating is absurd (like kidney function). But if you replaced it with Sasha’s argument above, you might have a pretty good case! On the pro-hereditarian side, East Hunter takes aim at gene x environment correlations, comes down somewhere in the middle, and Sebastian Jensen continues banging the drum of how most objections to twin studies don’t work. I think these are good attempts to buttress existing research but don’t fundamentally change anything or respond to the novel arguments above. And Emil Kirkegaard points out that the observed SNP heritability of facial features is only 23%. He argues that since it seems like facial features are extremely heritable, this reinforces the argument that SNP heritability numbers are too low (and therefore twin study numbers are more likely defensible). But should we be sure that facial features are more than 23% heritable? His argument is that identical twins have identical faces, but this might be vulnerable to Gusev’s point about interactions. Maybe a better argument would be that it seems very hard for shared environment to affect facial features (with a few exceptions like fetal alcohol syndrome), and facial features seem more than 23% heritable just by normal “he looks like his brother” common-sense observation? One interesting potential consequence of this research: if we ever fully understand how genes affect faces, then embryo selection companies could show people what each of their potential future kids might look like. I suggest they not do this: it might spook me into becoming pro-life. 16: Andy Masley’s AI art is good (three examples below). 17: There’s a debate going on between philosophers and AI researchers over whether AI can be conscious. I find most of the discussion annoying - this is generally an area where we can’t know anything for sure, and both sides are mostly shouting their priors at each other. The only exception - the single piece of evidence I will accept as genuinely bearing on this problem - is that if you ask an AI whether it’s conscious, it will say no, but activating or suppressing deception-related features (sort of like a mechanistic-interpretability-based lie detection test) reveals that it thinks it’s lying when it says that! Link is to a Less Wrong comment from a researcher in the field; I look forward to seeing an eventual peer-reviewed paper. H/T JD Pressman. 18: 80,000 Hours has a high-production-value video about the AI 2027 scenario. 19: Dynomight vs. Casey Milkweed debate on mathematical forecasting, with special reference to AI 2027. And Dynomight comments on Casey’s post here. 20: The Psmiths review The Ancient City, about ways that ancient culture depended on family, clan, ritual, and “the household gods”. Sample quote: I'm more interested in what all this means for us today, because with the exception of maybe a few aristocratic families, this highly self-conscious effort to build familial culture and maintain familial distinctiveness is almost totally absent in the Western world. But it's not that hard! ... Perhaps this is why I have an instinctive negative reaction when I encounter married couples who don't share a name. I don't much care whether it's the wife who takes the husband's name or the husband who takes the wife's, or even both of them switching to something they just made up (yeah, I'm a lib). But it just seems obvious to me on a pre-rational level that a husband and a wife are a team of secret agents, a conspiracy of two against the world, the cofounders of a tiny nation, the leaders of an insurrection. Members of secret societies need codenames and special handshakes and passwords and stuff, keeping separate names feels like the opposite — a timorous refusal to go all-in. 21: Did you know: Epic Systems, the electronic medical record company, has a fantasy-themed corporate headquarters in Wisconsin, with buildings that look like castles, quaint medieval towns, and the Emerald City of Oz (h/t Devon Zuegel): Meanwhile, tech companies with ten times as much money pretend that they’re cool and playful when their HQ has some rounded edges and a set of colored cubes in front. Do better! 22: Effective altruists have been funding teams working on lab-grown meat for almost a decade now. Around 2020, they hired some experts to double-check that this was possible in principle, and the experts wrote scathing analyses saying it was cost-ineffective by so many orders of magnitude that it was basically a pipe dream. Reactions were mixed, but a lot of us beat ourselves up and vowed to be less gullible next time. But now a new report comes out arguing that the previous reports were wrong, that lab-grown meat production is going much better than the earlier reports thought possible, and it’s more or less cost-effective already for the simplest products! Again, mixed reactions, and although some of the numbers are indisputable the analysis itself this is by a VC firm with lab-based meat investments. Here are some related Metaculus questions. 23: Ozy, citing Stutzman et al: “Afghanistan after the American withdrawal has the lowest life satisfaction rate ever recorded. Two-thirds of respondents rate their life satisfaction below 2, which is generally considered to be the point at which a life is no longer worth living. Life satisfaction dropped significantly after the withdrawal of American troops. Women, people in rural areas, and the poor were particularly negatively affected.” 24: Lencapavir is dubbed a “miracle drug” for AIDS; a single dose protects against infection for six months. Unclear how this interacts with PEPFAR cuts; if PEPFAR still existed it would be a big boost to its efficacy; now maybe this might be part of a strategy to tread water? 25: Did you know: when people first started making artificial ice in the 1850s, there was a backlash from people who thought it was gross and dystopian and that people should insist on natural ice for their iceboxes. From Pessimists’ Archive, which goes on to draw an analogy to lab-grown meat, etc (h/t Isaac King on X). 26: From Peter Hague (on X) and commenter Phaethon: why did so many Anglosphere countries see immigration spikes in 2021? Each of these has their own local story. In Britain, it’s the paradoxical effects of Brexit. In the US, it’s Joe Biden being soft on immigration. And so on - but should we be looking for some deeper cause that explains the overall phenomenon? A commenter suggests “a way to soak up all the inflation from the COVID money printing”, but I can’t tell if that even makes sense. Still, should something something COVID be a leading hypothesis? 27: Jesse Singal vs. Mark Stern on the Skrmetti Supreme Court case that failed to overturn Tennessee’s ban on gender medicine. US law bans sex discrimination, so pro-transgender advocates argued that, since doctors often prescribe eg estrogen to biological women, it was sex discrimination to ban prescribing it to biological men. Tennessee’s anti-transgender argument was that they weren’t discriminating by sex, they were discriminating by diagnosis (estrogen for eg hot flashes, vs. estrogen for gender transition). There is some subtlety here (if a biological man grows breasts because of some hormone imbalance, doctors might give him testosterone to counteract it, and this seems sort of like giving biological women testosterone to make them look less like women), but these are still sort of different diagnoses (gynecomastia vs. gender dysphoria) and Tennessee said you can still think of it as diagnostic discrimination rather than sex discrimination. This makes sense, except that the standards around sex discrimination are very strict and sort of box the court in here. And in a fit of wokeness, the 2020 court (including some of the conservative justices hearing this case) applied these standards very strictly and ruled that discriminating against gays was a form of sex discrimination (since if women can date men, it’s sex discrimination if men can’t also date men), and this is obviously the same argument. Now that wokeness is less popular, the court wants to rule against transgender, but it can’t help tripping over its previous ruling and giving some kind of unprincipled confusing non-opinion. 28: Contra compelling anecdotes, only ~5% of people raised very religious end up atheist later in life (X). Most people are about as religious as their parents; most exceptions are only slightly less religious, and most families that secularize do it over several generations. Note: percentages are of total, not of each row! 29: Related: social science team proposes a three-stage model of secularization: decreased public ritual participation → decreased personal importance → decreased identification, presents apparently confirmatory data. If true, would be somewhat inconsistent with intellectual models (eg people learn about evolution and start doubting the Bible) and more consistent with institutional models (eg the government provides welfare so people no longer need to be part of a tight-knit church). 30: Navigating LLMs’ spiky intelligence profile is a constant source of delight; in any given area, it seems like almost a random draw whether they will be completely transformative or totally useless. Now Ethan Strauss reports that they are, for some reason, extraordinarily effective at teaching people golf. “I am predicting the Golf Revolution, or perhaps decline, if your perspective is that optimization tends to ruin hobbies. A sport for obsessives has been gifted the ideal tool for refinement.” 31: Claim (via nxthompson on X): “In a huge survey of young kids about phones and technology, they all say they want to be out playing in the real world. But parents don't let them out unsupervised. So they're stuck on their phones.” Interesting, but I’m nervous about social desirability bias - how many adults would say on a survey that they would rather be on their phones than playing with friends? But adults do have this choice and mostly go with the phones. 32: Steven Adler on AI psychosis. He tries to analyze ER admissions data for psychosis and finds no change. I don’t think anyone reasonable expected this to be a large enough effect to show up in ER admissions data, but there are lots of unreasonable people so I appreciate his effort. He thinks AI companies might have better data on this, and encourages them to release it. 33: Cuartetera was the greatest polo horse ever. Polo players responded in a very practical way: they cloned her, dozens of times (and it worked; the clones are also excellent). Now there is a lawsuit as different polo teams fight to get their hands on Cuartetera clones. What is the equilibrium? If the outsiders get their hands on the genetic material, do we see a world where every polo horse is a Cuartetera clone? How much is lost if nobody ever tries to breed a polo horse better than Cuartetera (since the economics might not check out if the odds of success for any given foal is too low)? H/T Gwern and Siberian Fox (on X). 34: Claim: as of 2013, India’s Agarwal caste, who make up less than 1% of the population, got 40% of the e-commerce funding. 35: Owlposting: What Happened To Pathology AI Companies? Pathology is a medical specialty. A typical task involves looking at a microscope slide full of cells and trying to determine if any of them are cancerous. This seems like a good match for AI - and for years, studies have been showing that in fact AI can equal human experts. So why isn’t it being used more? The author’s three answers: first, slide scanning is expensive and clunky, and you can’t apply AI to a slide until you digitize it. Second, it’s hard to figure out a business plan where this saves someone money and doesn’t step on the toes of big companies that can outcompete anyone they don’t like. Third, pathologists use the context of a patient’s entire clinical history when they interpret a slide, and AIs that can’t do that (either because of technical limitations or legal/privacy limitations) are at a disadvantage even if their skills specifically relating to slide-reading are better. 36: Noahpinion: Will Data Centers Crash The Economy? Suppose that AI is a bubble, either permanently (because the technology isn’t really transformative) or temporarily (because it can’t transform things quickly enough to keep up with all the dumb money pouring into it). Will the sudden write-off of data centers lead to a broader economic collapse? In 2001, the dot-com bubble harmed the tech sector, but didn’t take the rest of the economy down with it; in 2008, the subprime mortgage bubble did take the rest of the economy down with it, because it damaged banks that the whole economy relied on. The optimistic case for AI is that data center spending is mostly coming from big companies like Google and Meta that can absorb a lot of loss. The pessimistic case is that some of the money is coming from private credit, a new-ish form of finance which hasn’t really been stress-tested and whose failure modes are still poorly understood. Noah’s final verdict: the stage isn’t obviously set for a crisis yet, but there’s the potential to get there and we should consider acting (how?) early. 37: The latest Twitter talking point is that universal hepatitis B vaccination at birth is “woke”: Hep B is (aside from mother-to-child transmission) often sexually transmitted, slutty women’s children are more likely to have Hep B, so perhaps giving the vaccine to everyone (instead of testing and only giving to the children of women who test positive) is an attempt to spare slutty women the embarrassment of getting a positive test. Ruxandra Teslo provides the counterargument - Hep B tests take a while, the medical system is fragmented, and any attempt to test people and then give the vaccine inevitably leads to many positive tests falling through the cracks. Vaccinating at birth is easy and hard to screw up, the vaccine has no known side effects, and empirically child Hepatitis B rates go down (by as much as 2/3!) when countries switch from test-and-vaccinate to universal vaccination. This benefits everyone - even people who never have unprotected sex and always follow up on their medical tests - because toddlers in daycare exchange saliva copiously, and if your toddler exchanges saliva with a Hep B positive toddler they could get the disease. A funny Twitter interaction was seeing Republicans in Congress hop on the anti-slut anti-vaccination bandwagon - except for Senator Bill Cassidy (R-Louisiana), who happens to be a liver doctor, and who is still fighting the good fight. I am always nervous when a good person who I like starts engaging on Twitter, since it elevates the discourse there but also gradually turns their brain into mush - but Ruxandra has made the leap and is doing a great job not just on bio related topics but also (for example) countering Curtis Yarvin on the history of her native Romania. 38: The response to GPT-5 was confusing; most specific people who reviewed it said they were impressed (Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin), it performed as expected on formal benchmarks, but the overall vibes declared it a big failure. Peter Wildeford speculated that maybe there was some kind of sinister pay-to-play early access bias involved. Zvi went the other way, calling it a “reverse DeepSeek moment” (insofar as DeepSeek was a pretty average model that got glowing praise.) In the end, I agree with Peter that this was mostly a branding issue. o3 was a genuinely revolutionary model; if OpenAI had called it “GPT-5”, it would have met expectations. Instead, they called it “o3”, and called a minor incremental update a few months later “GPT-5”. Then people got mad that the exciting-sounding “GPT-5” was merely an incremental update. A secondary issue was that the router wasn’t very good, and so many queries got routed to a small version without thinking mode that was if anything a downgrade from o3. I think this tweet by Shakeel perfectly encapsulates the essence of GPT discourse in two sentences: …but maybe it’s worth asking why GPT-5 isn’t bigger than o3. Was 4.5 a failed attempt at scaling? Did it fail in a way that sort of back-handedly justifies the “lost steam” take? Does the answer depend on distinctions between pre-training scaling, post-training scaling, etc? How? 39: This month in etymology: did you know that “oy vey” is a “fully Germanic phrase” which is cognate with English “oh woe!” (h/t Wylfcen on X) 40: mRNA shows promise to be a game-changing treatment for cancer, but RFK is trying to halt research. But so far he can only starve it of money, not ban it, and the funding gap is only $500 million. Will there be enough philanthropic billionaires and private foundations to step up? Zvi points out that although there is usually a game of chicken where foundations are hesitant to touch something the government cancelled lest the government decide it can cancel everything and hope philanthropists pick up the bill, in this case there are no game theory considerations - RFK is halting it because he genuinely wants it halted, and they are thwarting him rather than playing into his hands. The only problem is that $500M is a lot of money for the private sector; a few foundations could technically afford it, but not many could afford it comfortably and still have money left over for the next few crises of this magnitude. I hope someone is trying to organize a coalition. 41: AI fantasy flash fiction Turing test. Eight stories about demons, four by famous fantasy authors, four by ChatGPT. After 3000 votes, AI wins: humans can't tell the difference and slightly prefer the AI stories. My own score was only 75%. But I will say that I thought Mark Lawrence's was obviously the best, I was ~100% sure it was human, and it convinced me that regardless of the official results it's still possible to write flash fiction that an AI obviously can't do. 42: “SignPro” offers customized “In This House We Believe” signs, try not to use this for evil. 43: China think tank assessment of how in control Xi is: still very in control, maybe not infinitely in control. 44: Related - did you know (h/t xlr8harder) that if you ask AI to write a science fiction story, it will very often name the protagonist “Elara Voss” (or some very close variant like Elena Voss), and this remains true across various models and versions? Related: Chelsea Voss of OpenAI is having a baby and has the opportunity to do the funniest thing. 45: “Hector (cloud) is a cumulonimbus thundercloud cluster that forms regularly nearly every afternoon on the Tiwi Islands in the Northern Territory of Australia…[he is sometimes called] Hector the Convector”. 46: British allergy sufferers who want to know the ingredients of things demand that British cosmetics stop listing their ingredients in Latin. “For example, sweet almond oil is Prunus Amygdalus Dulcis, peanut oil is Arachis Hypogaea, and wheat germ extract is Triticum Vulgare.” 47: Text-based RPG about being an NYT journalist at the Manifest prediction market conference. I make a brief appearance. 48: Study uses supposedly-random variation in doctor assignments to test whether the marginal mental health commitment is good or bad for patients, finds that it is quite bad. Freddie de Boer is violently skeptical (maybe literally so?) and makes some good points about how a single quasi-experimental study is never absolute proof. But I don’t think he quite justifies his opinion that the paper was irresponsible and should never have been published; it’s just a normal quasi-experimental study that we should nod and say “huh” at but not overweight as the culmination of all possible research that overcomes all possible priors. My prior is that the marginal commitment is pretty useless (many commitments are just “well, since this person arrived at our ED for some reason, it would look bad from a medico-legal perspective to just let them go, so let’s keep them a few days to evaluate” - and yeah, you should be upset about this) but I’m still surprised by how many outright negative (as opposed to zero) effects the researchers found. The strongest argument for negative effects is that it will make some people miss work and maybe lose their job. But this study found that commitment ~doubles the risk of near-term suicide (admittedly only from 1% to 2%), which would have been outside my confidence intervals for how bad it could be. I suspect confounding, but only on general principle, and I wouldn’t be too surprised either way. 49: This tweet is probably bait, but I found it a thought-provoking question: I think there’s a boring answer, where the law is more complex than just a single number and whatever kind of weird trafficking Epstein was doing is worse than whatever normal relationships these European laws are permitting. But assuming that there’s a substantive difference even after taking that into account, I think my answer is something like - we’ve got to divide kids from adults at some age, there’s a range of reasonable possible ages, we shouldn’t be too mad at other societies that choose different dividing lines within that range - but having decided upon the age, we’ve got to stick with it and take it seriously (in the sense of penalizing/shaming people who break it). This is more culturally relativist than I expected to find myself being, so good job to Richard for highlighting the apparent paradox. 50: Dilan Esper describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X). Parts I found interesting: none of the lawyers knew Thiel was funding the lawsuit; Gawker probably could have won if they had been slightly competent but kept "shooting themselves in the foot"; and Gawker probably could have won if they had just pixelated the private parts in the video. 51: Amazing concept and poems (link on X): I tried to see if AI could do this, and it did something that technically met the requirements but had zero artistic merit - using a lot of words like “nowhere” and “outside” in one, then separating them out to “no where” and “out side” in the other. I didn’t invest much energy in creating a clever prompt telling it not to do that, so feel free to report if you get better success. 52: New study claims consultants are actually good, at least for profits: "We find positive effects on labor productivity of 3.6% over five years, driven by modest employment reductions alongside stable or growing revenue" 53: A Polish team tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, has to make some changes but claims mostly positive results. 54: New big multi-author Substack, The Argument, trying to be a sort of center-left version of the model pioneered by The Free Press and other high-production-value ideological Substack properties. Excited to see Kelsey Piper is involved, and she starts off strong with a post on the latest round of First World basic income studies, which find few positive effects. This is surprising, because recipients didn’t waste the money on alcohol or gambling or anything - they paid down debt and got useful goods. Still, it didn’t even affect things that should have been obvious, like stress level. It’s not even clear that amounts of money large enough to help with rent made homeless people more likely to get houses! Matt Bruenig criticizes the article, accusing Kelsey’s studies of being downstream of Perry Preschool style dreams that exactly the right welfare program will have massively compounding effects that cut poverty out at the root and turn everyone into elite human capital; he thinks giving people money won’t do this, but it will increase equality and give the poor better lives. I assume he’s not a strong hereditarian, but his argument makes even more sense from that perspective, and I’ve certainly criticized dumb outcome measures like infant brain waves which we have only tenuous reasons to think are related to anything we care about. But Kelsey reasonably responds that the outcome measures she’s talking about include stress level and life satisfaction. To defuse this critique, Bruenig either has to argue that our construct “life satisfaction” doesn’t really measure whether someone’s life is satisfactory, or else claim that giving poor people satisfactory lives isn’t really what we’re going for - which I think would require more explanation on his part. There’s some further (impressively acrimonious) debate on X, but I don’t see anything that addresses my core concern. GiveDirectly, a charity involved in basic income experiments, has a presponse here; they say that some studies are positive, and that the ones that aren’t might have tried too little cash to matter, or been confounded by COVID making everything worse. They also point out that basic income is harder to study than traditional programs like giving people housing, because if you’re giving housing you can measure housing-related outcomes directly and have a pretty good chance of getting enough statistical power to find them, but since everyone spends cash on different things, the positive effects might be scattered across many different outcomes (and therefore too small to reach significance on each). Everyone involved in this debate wants to emphasize that the poor results are for First World studies only, and that studies continue to show large benefits to giving cash in the developing world. 55: Related: I was less impressed by The Argument’s first foray into housing policy, which follows an all-too-familiar pattern: Some people say they don’t like noise and disorder and try to make rules against it in their apartments.

Inline links: researchers paid 35,000 people to deactivate Facebook or Instagram, can (X), form (X), here, watch, Peter Miller giving his highlights (X), talks with / interviews Peter Miller, Claim (X):, in what sense the findings of behavioral genetics affect or interfere with the idea of free will, my preferred version of this is here, John Ward, https://substackcdn.com/image/fetch/$s_!DhlH!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd422fd07-ac4a-4b2d-b125-ba9e6470a8f9_1080x1350.jpeg, Snow Martingale’s perspective, Someone links (X), Eliezer says (X), The rest of Twitter (X), Someone looks at the paper more closely (X), Richard Hanania interviews Scott Wiener on YIMBYism, robots can already carve statues; buildings with AI-created stone ornaments are next, Terminal lucidity, the METR study showing, Emmett Shear objects, Ruby Bloom, Quentin Anthony, Jacob Goldsmith gives, Sasha Gusev argues, commenters convinced me last time, Unboxing Politics, East Hunter takes aim at, Sebastian Jensen continues, Emil Kirkegaard points out, Andy Masley’s AI art is good, https://substackcdn.com/image/fetch/$s_!5bZR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcafaf1f2-b7b9-4acd-a0a7-2de9fc31c724_2688x1792.jpeg, https://substackcdn.com/image/fetch/$s_!6-cZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6ffb2b5c-3fcb-467d-b1f3-7aafb5dc90a3_1024x1024.jpeg, https://substackcdn.com/image/fetch/$s_!UyUx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91b73899-6e25-460f-94f9-46d0713c5dd2_1024x1024.webp, it thinks it’s lying when it says that!, JD Pressman, a high-production-value video, Dynomight, Casey Milkweed, here, The Ancient City, has a fantasy-themed corporate headquarters, Devon Zuegel, https://substackcdn.com/image/fetch/$s_!yqG3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b2d15b0-e0f0-4bae-a2f6-aabfd2eda017_1536x794.jpeg, https://substackcdn.com/image/fetch/$s_!taZn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fad460bb8-4416-4886-8ef0-b3d36f04c81a_640x480.png, https://substackcdn.com/image/fetch/$s_!bDya!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd45e5123-753d-4c87-b108-6523b38004cb_1480x833.webp, now a new report comes out, Here are some related Metaculus questions, Ozy, Stutzman et al, is dubbed a “miracle drug” for AIDS, Pessimists’ Archive, Isaac King on X, Peter Hague (on X), Phaethon, https://substackcdn.com/image/fetch/$s_!Ry-j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcea22939-8cf9-4b32-8494-511f01cb2758_964x755.png, Jesse Singal vs. Mark Stern, only ~5% of people raised very religious end up atheist later in life (X), https://substackcdn.com/image/fetch/$s_!VScL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2509e243-f6f7-4448-9779-a8f9be45a2f9_1500x1500.png, proposes a three-stage model of secularization, extraordinarily effective at teaching people golf, nxthompson on X, a huge survey, Steven Adler on AI psychosis, they cloned her, dozens of times, a lawsuit, Gwern, on X, got 40% of the e-commerce funding, What Happened To Pathology AI Companies?, Will Data Centers Crash The Economy?, Ruxandra Teslo provides the counterargument, and who is still fighting the good fight, countering Curtis Yarvin on the history of her native Romania, Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin, on formal benchmarks, speculated, a “reverse DeepSeek moment”, with Peter, this tweet by Shakeel, https://substackcdn.com/image/fetch/$s_!GJNZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ba0d8cf-fab8-4370-bcad-df789e157fdc_591x402.png, Wylfcen on X, Zvi points out that, AI fantasy flash fiction Turing test, customized “In This House We Believe” signs, China think tank assessment of how in control Xi is, xlr8harder, Chelsea Voss of OpenAI is having a baby, Hector (cloud), demand that British cosmetics stop listing their ingredients in Latin, Text-based RPG about being an NYT journalist at the Manifest prediction market conference, finds that it is quite bad, violently skeptical, literally so?, This tweet, https://substackcdn.com/image/fetch/$s_!S9fU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa558c09b-7fb6-40a8-a8a0-27b658a2c876_576x687.png, describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X), link on X, https://substackcdn.com/image/fetch/$s_!zyh7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F75e9f0f6-d794-4ea2-b24b-5d4803bf28dc_590x478.png, New study claims consultants are actually good, tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, The Argument, a post on the latest round of First World basic income studies, criticizes the article, infant brain waves, debate on X, has a presponse here, first foray into housing policy

Meanwhile, tech companies with ten times as much money pretend that they’re cool and playful when their HQ has some rounded edges and a set of colored cubes in front. Do better! 22: Effective altruists have been funding teams working on lab-grown meat for almost a decade now. Around 2020, they hired some experts to double-check that this was possible in principle, and the experts wrote scathing analyses saying it was cost-ineffective by so many orders of magnitude that it was basically a pipe dream. Reactions were mixed, but a lot of us beat ourselves up and vowed to be less gullible next time. But now a new report comes out arguing that the previous reports were wrong, that lab-grown meat production is going much better than the earlier reports thought possible, and it’s more or less cost-effective already for the simplest products! Again, mixed reactions, and although some of the numbers are indisputable the analysis itself this is by a VC firm with lab-based meat investments. Here are some related Metaculus questions. 23: Ozy, citing Stutzman et al: “Afghanistan after the American withdrawal has the lowest life satisfaction rate ever recorded. Two-thirds of respondents rate their life satisfaction below 2, which is generally considered to be the point at which a life is no longer worth living. Life satisfaction dropped significantly after the withdrawal of American troops. Women, people in rural areas, and the poor were particularly negatively affected.” 24: Lencapavir is dubbed a “miracle drug” for AIDS; a single dose protects against infection for six months. Unclear how this interacts with PEPFAR cuts; if PEPFAR still existed it would be a big boost to its efficacy; now maybe this might be part of a strategy to tread water? 25: Did you know: when people first started making artificial ice in the 1850s, there was a backlash from people who thought it was gross and dystopian and that people should insist on natural ice for their iceboxes. From Pessimists’ Archive, which goes on to draw an analogy to lab-grown meat, etc (h/t Isaac King on X). 26: From Peter Hague (on X) and commenter Phaethon: why did so many Anglosphere countries see immigration spikes in 2021? Each of these has their own local story. In Britain, it’s the paradoxical effects of Brexit. In the US, it’s Joe Biden being soft on immigration. And so on - but should we be looking for some deeper cause that explains the overall phenomenon? A commenter suggests “a way to soak up all the inflation from the COVID money printing”, but I can’t tell if that even makes sense. Still, should something something COVID be a leading hypothesis? 27: Jesse Singal vs. Mark Stern on the Skrmetti Supreme Court case that failed to overturn Tennessee’s ban on gender medicine. US law bans sex discrimination, so pro-transgender advocates argued that, since doctors often prescribe eg estrogen to biological women, it was sex discrimination to ban prescribing it to biological men. Tennessee’s anti-transgender argument was that they weren’t discriminating by sex, they were discriminating by diagnosis (estrogen for eg hot flashes, vs. estrogen for gender transition). There is some subtlety here (if a biological man grows breasts because of some hormone imbalance, doctors might give him testosterone to counteract it, and this seems sort of like giving biological women testosterone to make them look less like women), but these are still sort of different diagnoses (gynecomastia vs. gender dysphoria) and Tennessee said you can still think of it as diagnostic discrimination rather than sex discrimination. This makes sense, except that the standards around sex discrimination are very strict and sort of box the court in here. And in a fit of wokeness, the 2020 court (including some of the conservative justices hearing this case) applied these standards very strictly and ruled that discriminating against gays was a form of sex discrimination (since if women can date men, it’s sex discrimination if men can’t also date men), and this is obviously the same argument. Now that wokeness is less popular, the court wants to rule against transgender, but it can’t help tripping over its previous ruling and giving some kind of unprincipled confusing non-opinion. 28: Contra compelling anecdotes, only ~5% of people raised very religious end up atheist later in life (X). Most people are about as religious as their parents; most exceptions are only slightly less religious, and most families that secularize do it over several generations. Note: percentages are of total, not of each row! 29: Related: social science team proposes a three-stage model of secularization: decreased public ritual participation → decreased personal importance → decreased identification, presents apparently confirmatory data. If true, would be somewhat inconsistent with intellectual models (eg people learn about evolution and start doubting the Bible) and more consistent with institutional models (eg the government provides welfare so people no longer need to be part of a tight-knit church). 30: Navigating LLMs’ spiky intelligence profile is a constant source of delight; in any given area, it seems like almost a random draw whether they will be completely transformative or totally useless. Now Ethan Strauss reports that they are, for some reason, extraordinarily effective at teaching people golf. “I am predicting the Golf Revolution, or perhaps decline, if your perspective is that optimization tends to ruin hobbies. A sport for obsessives has been gifted the ideal tool for refinement.” 31: Claim (via nxthompson on X): “In a huge survey of young kids about phones and technology, they all say they want to be out playing in the real world. But parents don't let them out unsupervised. So they're stuck on their phones.” Interesting, but I’m nervous about social desirability bias - how many adults would say on a survey that they would rather be on their phones than playing with friends? But adults do have this choice and mostly go with the phones. 32: Steven Adler on AI psychosis. He tries to analyze ER admissions data for psychosis and finds no change. I don’t think anyone reasonable expected this to be a large enough effect to show up in ER admissions data, but there are lots of unreasonable people so I appreciate his effort. He thinks AI companies might have better data on this, and encourages them to release it. 33: Cuartetera was the greatest polo horse ever. Polo players responded in a very practical way: they cloned her, dozens of times (and it worked; the clones are also excellent). Now there is a lawsuit as different polo teams fight to get their hands on Cuartetera clones. What is the equilibrium? If the outsiders get their hands on the genetic material, do we see a world where every polo horse is a Cuartetera clone? How much is lost if nobody ever tries to breed a polo horse better than Cuartetera (since the economics might not check out if the odds of success for any given foal is too low)? H/T Gwern and Siberian Fox (on X). 34: Claim: as of 2013, India’s Agarwal caste, who make up less than 1% of the population, got 40% of the e-commerce funding. 35: Owlposting: What Happened To Pathology AI Companies? Pathology is a medical specialty. A typical task involves looking at a microscope slide full of cells and trying to determine if any of them are cancerous. This seems like a good match for AI - and for years, studies have been showing that in fact AI can equal human experts. So why isn’t it being used more? The author’s three answers: first, slide scanning is expensive and clunky, and you can’t apply AI to a slide until you digitize it. Second, it’s hard to figure out a business plan where this saves someone money and doesn’t step on the toes of big companies that can outcompete anyone they don’t like. Third, pathologists use the context of a patient’s entire clinical history when they interpret a slide, and AIs that can’t do that (either because of technical limitations or legal/privacy limitations) are at a disadvantage even if their skills specifically relating to slide-reading are better. 36: Noahpinion: Will Data Centers Crash The Economy? Suppose that AI is a bubble, either permanently (because the technology isn’t really transformative) or temporarily (because it can’t transform things quickly enough to keep up with all the dumb money pouring into it). Will the sudden write-off of data centers lead to a broader economic collapse? In 2001, the dot-com bubble harmed the tech sector, but didn’t take the rest of the economy down with it; in 2008, the subprime mortgage bubble did take the rest of the economy down with it, because it damaged banks that the whole economy relied on. The optimistic case for AI is that data center spending is mostly coming from big companies like Google and Meta that can absorb a lot of loss. The pessimistic case is that some of the money is coming from private credit, a new-ish form of finance which hasn’t really been stress-tested and whose failure modes are still poorly understood. Noah’s final verdict: the stage isn’t obviously set for a crisis yet, but there’s the potential to get there and we should consider acting (how?) early. 37: The latest Twitter talking point is that universal hepatitis B vaccination at birth is “woke”: Hep B is (aside from mother-to-child transmission) often sexually transmitted, slutty women’s children are more likely to have Hep B, so perhaps giving the vaccine to everyone (instead of testing and only giving to the children of women who test positive) is an attempt to spare slutty women the embarrassment of getting a positive test. Ruxandra Teslo provides the counterargument - Hep B tests take a while, the medical system is fragmented, and any attempt to test people and then give the vaccine inevitably leads to many positive tests falling through the cracks. Vaccinating at birth is easy and hard to screw up, the vaccine has no known side effects, and empirically child Hepatitis B rates go down (by as much as 2/3!) when countries switch from test-and-vaccinate to universal vaccination. This benefits everyone - even people who never have unprotected sex and always follow up on their medical tests - because toddlers in daycare exchange saliva copiously, and if your toddler exchanges saliva with a Hep B positive toddler they could get the disease. A funny Twitter interaction was seeing Republicans in Congress hop on the anti-slut anti-vaccination bandwagon - except for Senator Bill Cassidy (R-Louisiana), who happens to be a liver doctor, and who is still fighting the good fight. I am always nervous when a good person who I like starts engaging on Twitter, since it elevates the discourse there but also gradually turns their brain into mush - but Ruxandra has made the leap and is doing a great job not just on bio related topics but also (for example) countering Curtis Yarvin on the history of her native Romania. 38: The response to GPT-5 was confusing; most specific people who reviewed it said they were impressed (Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin), it performed as expected on formal benchmarks, but the overall vibes declared it a big failure. Peter Wildeford speculated that maybe there was some kind of sinister pay-to-play early access bias involved. Zvi went the other way, calling it a “reverse DeepSeek moment” (insofar as DeepSeek was a pretty average model that got glowing praise.) In the end, I agree with Peter that this was mostly a branding issue. o3 was a genuinely revolutionary model; if OpenAI had called it “GPT-5”, it would have met expectations. Instead, they called it “o3”, and called a minor incremental update a few months later “GPT-5”. Then people got mad that the exciting-sounding “GPT-5” was merely an incremental update. A secondary issue was that the router wasn’t very good, and so many queries got routed to a small version without thinking mode that was if anything a downgrade from o3. I think this tweet by Shakeel perfectly encapsulates the essence of GPT discourse in two sentences: …but maybe it’s worth asking why GPT-5 isn’t bigger than o3. Was 4.5 a failed attempt at scaling? Did it fail in a way that sort of back-handedly justifies the “lost steam” take? Does the answer depend on distinctions between pre-training scaling, post-training scaling, etc? How? 39: This month in etymology: did you know that “oy vey” is a “fully Germanic phrase” which is cognate with English “oh woe!” (h/t Wylfcen on X) 40: mRNA shows promise to be a game-changing treatment for cancer, but RFK is trying to halt research. But so far he can only starve it of money, not ban it, and the funding gap is only $500 million. Will there be enough philanthropic billionaires and private foundations to step up? Zvi points out that although there is usually a game of chicken where foundations are hesitant to touch something the government cancelled lest the government decide it can cancel everything and hope philanthropists pick up the bill, in this case there are no game theory considerations - RFK is halting it because he genuinely wants it halted, and they are thwarting him rather than playing into his hands. The only problem is that $500M is a lot of money for the private sector; a few foundations could technically afford it, but not many could afford it comfortably and still have money left over for the next few crises of this magnitude. I hope someone is trying to organize a coalition. 41: AI fantasy flash fiction Turing test. Eight stories about demons, four by famous fantasy authors, four by ChatGPT. After 3000 votes, AI wins: humans can't tell the difference and slightly prefer the AI stories. My own score was only 75%. But I will say that I thought Mark Lawrence's was obviously the best, I was ~100% sure it was human, and it convinced me that regardless of the official results it's still possible to write flash fiction that an AI obviously can't do. 42: “SignPro” offers customized “In This House We Believe” signs, try not to use this for evil. 43: China think tank assessment of how in control Xi is: still very in control, maybe not infinitely in control. 44: Related - did you know (h/t xlr8harder) that if you ask AI to write a science fiction story, it will very often name the protagonist “Elara Voss” (or some very close variant like Elena Voss), and this remains true across various models and versions? Related: Chelsea Voss of OpenAI is having a baby and has the opportunity to do the funniest thing. 45: “Hector (cloud) is a cumulonimbus thundercloud cluster that forms regularly nearly every afternoon on the Tiwi Islands in the Northern Territory of Australia…[he is sometimes called] Hector the Convector”. 46: British allergy sufferers who want to know the ingredients of things demand that British cosmetics stop listing their ingredients in Latin. “For example, sweet almond oil is Prunus Amygdalus Dulcis, peanut oil is Arachis Hypogaea, and wheat germ extract is Triticum Vulgare.” 47: Text-based RPG about being an NYT journalist at the Manifest prediction market conference. I make a brief appearance. 48: Study uses supposedly-random variation in doctor assignments to test whether the marginal mental health commitment is good or bad for patients, finds that it is quite bad. Freddie de Boer is violently skeptical (maybe literally so?) and makes some good points about how a single quasi-experimental study is never absolute proof. But I don’t think he quite justifies his opinion that the paper was irresponsible and should never have been published; it’s just a normal quasi-experimental study that we should nod and say “huh” at but not overweight as the culmination of all possible research that overcomes all possible priors. My prior is that the marginal commitment is pretty useless (many commitments are just “well, since this person arrived at our ED for some reason, it would look bad from a medico-legal perspective to just let them go, so let’s keep them a few days to evaluate” - and yeah, you should be upset about this) but I’m still surprised by how many outright negative (as opposed to zero) effects the researchers found. The strongest argument for negative effects is that it will make some people miss work and maybe lose their job. But this study found that commitment ~doubles the risk of near-term suicide (admittedly only from 1% to 2%), which would have been outside my confidence intervals for how bad it could be. I suspect confounding, but only on general principle, and I wouldn’t be too surprised either way. 49: This tweet is probably bait, but I found it a thought-provoking question: I think there’s a boring answer, where the law is more complex than just a single number and whatever kind of weird trafficking Epstein was doing is worse than whatever normal relationships these European laws are permitting. But assuming that there’s a substantive difference even after taking that into account, I think my answer is something like - we’ve got to divide kids from adults at some age, there’s a range of reasonable possible ages, we shouldn’t be too mad at other societies that choose different dividing lines within that range - but having decided upon the age, we’ve got to stick with it and take it seriously (in the sense of penalizing/shaming people who break it). This is more culturally relativist than I expected to find myself being, so good job to Richard for highlighting the apparent paradox. 50: Dilan Esper describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X). Parts I found interesting: none of the lawyers knew Thiel was funding the lawsuit; Gawker probably could have won if they had been slightly competent but kept "shooting themselves in the foot"; and Gawker probably could have won if they had just pixelated the private parts in the video. 51: Amazing concept and poems (link on X): I tried to see if AI could do this, and it did something that technically met the requirements but had zero artistic merit - using a lot of words like “nowhere” and “outside” in one, then separating them out to “no where” and “out side” in the other. I didn’t invest much energy in creating a clever prompt telling it not to do that, so feel free to report if you get better success. 52: New study claims consultants are actually good, at least for profits: "We find positive effects on labor productivity of 3.6% over five years, driven by modest employment reductions alongside stable or growing revenue" 53: A Polish team tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, has to make some changes but claims mostly positive results. 54: New big multi-author Substack, The Argument, trying to be a sort of center-left version of the model pioneered by The Free Press and other high-production-value ideological Substack properties. Excited to see Kelsey Piper is involved, and she starts off strong with a post on the latest round of First World basic income studies, which find few positive effects. This is surprising, because recipients didn’t waste the money on alcohol or gambling or anything - they paid down debt and got useful goods. Still, it didn’t even affect things that should have been obvious, like stress level. It’s not even clear that amounts of money large enough to help with rent made homeless people more likely to get houses! Matt Bruenig criticizes the article, accusing Kelsey’s studies of being downstream of Perry Preschool style dreams that exactly the right welfare program will have massively compounding effects that cut poverty out at the root and turn everyone into elite human capital; he thinks giving people money won’t do this, but it will increase equality and give the poor better lives. I assume he’s not a strong hereditarian, but his argument makes even more sense from that perspective, and I’ve certainly criticized dumb outcome measures like infant brain waves which we have only tenuous reasons to think are related to anything we care about. But Kelsey reasonably responds that the outcome measures she’s talking about include stress level and life satisfaction. To defuse this critique, Bruenig either has to argue that our construct “life satisfaction” doesn’t really measure whether someone’s life is satisfactory, or else claim that giving poor people satisfactory lives isn’t really what we’re going for - which I think would require more explanation on his part. There’s some further (impressively acrimonious) debate on X, but I don’t see anything that addresses my core concern. GiveDirectly, a charity involved in basic income experiments, has a presponse here; they say that some studies are positive, and that the ones that aren’t might have tried too little cash to matter, or been confounded by COVID making everything worse. They also point out that basic income is harder to study than traditional programs like giving people housing, because if you’re giving housing you can measure housing-related outcomes directly and have a pretty good chance of getting enough statistical power to find them, but since everyone spends cash on different things, the positive effects might be scattered across many different outcomes (and therefore too small to reach significance on each). Everyone involved in this debate wants to emphasize that the poor results are for First World studies only, and that studies continue to show large benefits to giving cash in the developing world. 55: Related: I was less impressed by The Argument’s first foray into housing policy, which follows an all-too-familiar pattern: Some people say they don’t like noise and disorder and try to make rules against it in their apartments.

Inline links: now a new report comes out, Here are some related Metaculus questions, Ozy, Stutzman et al, is dubbed a “miracle drug” for AIDS, Pessimists’ Archive, Isaac King on X, Peter Hague (on X), Phaethon, https://substackcdn.com/image/fetch/$s_!Ry-j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcea22939-8cf9-4b32-8494-511f01cb2758_964x755.png, Jesse Singal vs. Mark Stern, only ~5% of people raised very religious end up atheist later in life (X), https://substackcdn.com/image/fetch/$s_!VScL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2509e243-f6f7-4448-9779-a8f9be45a2f9_1500x1500.png, proposes a three-stage model of secularization, extraordinarily effective at teaching people golf, nxthompson on X, a huge survey, Steven Adler on AI psychosis, they cloned her, dozens of times, a lawsuit, Gwern, on X, got 40% of the e-commerce funding, What Happened To Pathology AI Companies?, Will Data Centers Crash The Economy?, Ruxandra Teslo provides the counterargument, and who is still fighting the good fight, countering Curtis Yarvin on the history of her native Romania, Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin, on formal benchmarks, speculated, a “reverse DeepSeek moment”, with Peter, this tweet by Shakeel, https://substackcdn.com/image/fetch/$s_!GJNZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ba0d8cf-fab8-4370-bcad-df789e157fdc_591x402.png, Wylfcen on X, Zvi points out that, AI fantasy flash fiction Turing test, customized “In This House We Believe” signs, China think tank assessment of how in control Xi is, xlr8harder, Chelsea Voss of OpenAI is having a baby, Hector (cloud), demand that British cosmetics stop listing their ingredients in Latin, Text-based RPG about being an NYT journalist at the Manifest prediction market conference, finds that it is quite bad, violently skeptical, literally so?, This tweet, https://substackcdn.com/image/fetch/$s_!S9fU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa558c09b-7fb6-40a8-a8a0-27b658a2c876_576x687.png, describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X), link on X, https://substackcdn.com/image/fetch/$s_!zyh7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F75e9f0f6-d794-4ea2-b24b-5d4803bf28dc_590x478.png, New study claims consultants are actually good, tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, The Argument, a post on the latest round of First World basic income studies, criticizes the article, infant brain waves, debate on X, has a presponse here, first foray into housing policy

Note: percentages are of total, not of each row! 29: Related: social science team proposes a three-stage model of secularization: decreased public ritual participation → decreased personal importance → decreased identification, presents apparently confirmatory data. If true, would be somewhat inconsistent with intellectual models (eg people learn about evolution and start doubting the Bible) and more consistent with institutional models (eg the government provides welfare so people no longer need to be part of a tight-knit church). 30: Navigating LLMs’ spiky intelligence profile is a constant source of delight; in any given area, it seems like almost a random draw whether they will be completely transformative or totally useless. Now Ethan Strauss reports that they are, for some reason, extraordinarily effective at teaching people golf. “I am predicting the Golf Revolution, or perhaps decline, if your perspective is that optimization tends to ruin hobbies. A sport for obsessives has been gifted the ideal tool for refinement.” 31: Claim (via nxthompson on X): “In a huge survey of young kids about phones and technology, they all say they want to be out playing in the real world. But parents don't let them out unsupervised. So they're stuck on their phones.” Interesting, but I’m nervous about social desirability bias - how many adults would say on a survey that they would rather be on their phones than playing with friends? But adults do have this choice and mostly go with the phones. 32: Steven Adler on AI psychosis. He tries to analyze ER admissions data for psychosis and finds no change. I don’t think anyone reasonable expected this to be a large enough effect to show up in ER admissions data, but there are lots of unreasonable people so I appreciate his effort. He thinks AI companies might have better data on this, and encourages them to release it. 33: Cuartetera was the greatest polo horse ever. Polo players responded in a very practical way: they cloned her, dozens of times (and it worked; the clones are also excellent). Now there is a lawsuit as different polo teams fight to get their hands on Cuartetera clones. What is the equilibrium? If the outsiders get their hands on the genetic material, do we see a world where every polo horse is a Cuartetera clone? How much is lost if nobody ever tries to breed a polo horse better than Cuartetera (since the economics might not check out if the odds of success for any given foal is too low)? H/T Gwern and Siberian Fox (on X). 34: Claim: as of 2013, India’s Agarwal caste, who make up less than 1% of the population, got 40% of the e-commerce funding. 35: Owlposting: What Happened To Pathology AI Companies? Pathology is a medical specialty. A typical task involves looking at a microscope slide full of cells and trying to determine if any of them are cancerous. This seems like a good match for AI - and for years, studies have been showing that in fact AI can equal human experts. So why isn’t it being used more? The author’s three answers: first, slide scanning is expensive and clunky, and you can’t apply AI to a slide until you digitize it. Second, it’s hard to figure out a business plan where this saves someone money and doesn’t step on the toes of big companies that can outcompete anyone they don’t like. Third, pathologists use the context of a patient’s entire clinical history when they interpret a slide, and AIs that can’t do that (either because of technical limitations or legal/privacy limitations) are at a disadvantage even if their skills specifically relating to slide-reading are better. 36: Noahpinion: Will Data Centers Crash The Economy? Suppose that AI is a bubble, either permanently (because the technology isn’t really transformative) or temporarily (because it can’t transform things quickly enough to keep up with all the dumb money pouring into it). Will the sudden write-off of data centers lead to a broader economic collapse? In 2001, the dot-com bubble harmed the tech sector, but didn’t take the rest of the economy down with it; in 2008, the subprime mortgage bubble did take the rest of the economy down with it, because it damaged banks that the whole economy relied on. The optimistic case for AI is that data center spending is mostly coming from big companies like Google and Meta that can absorb a lot of loss. The pessimistic case is that some of the money is coming from private credit, a new-ish form of finance which hasn’t really been stress-tested and whose failure modes are still poorly understood. Noah’s final verdict: the stage isn’t obviously set for a crisis yet, but there’s the potential to get there and we should consider acting (how?) early. 37: The latest Twitter talking point is that universal hepatitis B vaccination at birth is “woke”: Hep B is (aside from mother-to-child transmission) often sexually transmitted, slutty women’s children are more likely to have Hep B, so perhaps giving the vaccine to everyone (instead of testing and only giving to the children of women who test positive) is an attempt to spare slutty women the embarrassment of getting a positive test. Ruxandra Teslo provides the counterargument - Hep B tests take a while, the medical system is fragmented, and any attempt to test people and then give the vaccine inevitably leads to many positive tests falling through the cracks. Vaccinating at birth is easy and hard to screw up, the vaccine has no known side effects, and empirically child Hepatitis B rates go down (by as much as 2/3!) when countries switch from test-and-vaccinate to universal vaccination. This benefits everyone - even people who never have unprotected sex and always follow up on their medical tests - because toddlers in daycare exchange saliva copiously, and if your toddler exchanges saliva with a Hep B positive toddler they could get the disease. A funny Twitter interaction was seeing Republicans in Congress hop on the anti-slut anti-vaccination bandwagon - except for Senator Bill Cassidy (R-Louisiana), who happens to be a liver doctor, and who is still fighting the good fight. I am always nervous when a good person who I like starts engaging on Twitter, since it elevates the discourse there but also gradually turns their brain into mush - but Ruxandra has made the leap and is doing a great job not just on bio related topics but also (for example) countering Curtis Yarvin on the history of her native Romania. 38: The response to GPT-5 was confusing; most specific people who reviewed it said they were impressed (Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin), it performed as expected on formal benchmarks, but the overall vibes declared it a big failure. Peter Wildeford speculated that maybe there was some kind of sinister pay-to-play early access bias involved. Zvi went the other way, calling it a “reverse DeepSeek moment” (insofar as DeepSeek was a pretty average model that got glowing praise.) In the end, I agree with Peter that this was mostly a branding issue. o3 was a genuinely revolutionary model; if OpenAI had called it “GPT-5”, it would have met expectations. Instead, they called it “o3”, and called a minor incremental update a few months later “GPT-5”. Then people got mad that the exciting-sounding “GPT-5” was merely an incremental update. A secondary issue was that the router wasn’t very good, and so many queries got routed to a small version without thinking mode that was if anything a downgrade from o3. I think this tweet by Shakeel perfectly encapsulates the essence of GPT discourse in two sentences: …but maybe it’s worth asking why GPT-5 isn’t bigger than o3. Was 4.5 a failed attempt at scaling? Did it fail in a way that sort of back-handedly justifies the “lost steam” take? Does the answer depend on distinctions between pre-training scaling, post-training scaling, etc? How? 39: This month in etymology: did you know that “oy vey” is a “fully Germanic phrase” which is cognate with English “oh woe!” (h/t Wylfcen on X) 40: mRNA shows promise to be a game-changing treatment for cancer, but RFK is trying to halt research. But so far he can only starve it of money, not ban it, and the funding gap is only $500 million. Will there be enough philanthropic billionaires and private foundations to step up? Zvi points out that although there is usually a game of chicken where foundations are hesitant to touch something the government cancelled lest the government decide it can cancel everything and hope philanthropists pick up the bill, in this case there are no game theory considerations - RFK is halting it because he genuinely wants it halted, and they are thwarting him rather than playing into his hands. The only problem is that $500M is a lot of money for the private sector; a few foundations could technically afford it, but not many could afford it comfortably and still have money left over for the next few crises of this magnitude. I hope someone is trying to organize a coalition. 41: AI fantasy flash fiction Turing test. Eight stories about demons, four by famous fantasy authors, four by ChatGPT. After 3000 votes, AI wins: humans can't tell the difference and slightly prefer the AI stories. My own score was only 75%. But I will say that I thought Mark Lawrence's was obviously the best, I was ~100% sure it was human, and it convinced me that regardless of the official results it's still possible to write flash fiction that an AI obviously can't do. 42: “SignPro” offers customized “In This House We Believe” signs, try not to use this for evil. 43: China think tank assessment of how in control Xi is: still very in control, maybe not infinitely in control. 44: Related - did you know (h/t xlr8harder) that if you ask AI to write a science fiction story, it will very often name the protagonist “Elara Voss” (or some very close variant like Elena Voss), and this remains true across various models and versions? Related: Chelsea Voss of OpenAI is having a baby and has the opportunity to do the funniest thing. 45: “Hector (cloud) is a cumulonimbus thundercloud cluster that forms regularly nearly every afternoon on the Tiwi Islands in the Northern Territory of Australia…[he is sometimes called] Hector the Convector”. 46: British allergy sufferers who want to know the ingredients of things demand that British cosmetics stop listing their ingredients in Latin. “For example, sweet almond oil is Prunus Amygdalus Dulcis, peanut oil is Arachis Hypogaea, and wheat germ extract is Triticum Vulgare.” 47: Text-based RPG about being an NYT journalist at the Manifest prediction market conference. I make a brief appearance. 48: Study uses supposedly-random variation in doctor assignments to test whether the marginal mental health commitment is good or bad for patients, finds that it is quite bad. Freddie de Boer is violently skeptical (maybe literally so?) and makes some good points about how a single quasi-experimental study is never absolute proof. But I don’t think he quite justifies his opinion that the paper was irresponsible and should never have been published; it’s just a normal quasi-experimental study that we should nod and say “huh” at but not overweight as the culmination of all possible research that overcomes all possible priors. My prior is that the marginal commitment is pretty useless (many commitments are just “well, since this person arrived at our ED for some reason, it would look bad from a medico-legal perspective to just let them go, so let’s keep them a few days to evaluate” - and yeah, you should be upset about this) but I’m still surprised by how many outright negative (as opposed to zero) effects the researchers found. The strongest argument for negative effects is that it will make some people miss work and maybe lose their job. But this study found that commitment ~doubles the risk of near-term suicide (admittedly only from 1% to 2%), which would have been outside my confidence intervals for how bad it could be. I suspect confounding, but only on general principle, and I wouldn’t be too surprised either way. 49: This tweet is probably bait, but I found it a thought-provoking question: I think there’s a boring answer, where the law is more complex than just a single number and whatever kind of weird trafficking Epstein was doing is worse than whatever normal relationships these European laws are permitting. But assuming that there’s a substantive difference even after taking that into account, I think my answer is something like - we’ve got to divide kids from adults at some age, there’s a range of reasonable possible ages, we shouldn’t be too mad at other societies that choose different dividing lines within that range - but having decided upon the age, we’ve got to stick with it and take it seriously (in the sense of penalizing/shaming people who break it). This is more culturally relativist than I expected to find myself being, so good job to Richard for highlighting the apparent paradox. 50: Dilan Esper describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X). Parts I found interesting: none of the lawyers knew Thiel was funding the lawsuit; Gawker probably could have won if they had been slightly competent but kept "shooting themselves in the foot"; and Gawker probably could have won if they had just pixelated the private parts in the video. 51: Amazing concept and poems (link on X): I tried to see if AI could do this, and it did something that technically met the requirements but had zero artistic merit - using a lot of words like “nowhere” and “outside” in one, then separating them out to “no where” and “out side” in the other. I didn’t invest much energy in creating a clever prompt telling it not to do that, so feel free to report if you get better success. 52: New study claims consultants are actually good, at least for profits: "We find positive effects on labor productivity of 3.6% over five years, driven by modest employment reductions alongside stable or growing revenue" 53: A Polish team tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, has to make some changes but claims mostly positive results. 54: New big multi-author Substack, The Argument, trying to be a sort of center-left version of the model pioneered by The Free Press and other high-production-value ideological Substack properties. Excited to see Kelsey Piper is involved, and she starts off strong with a post on the latest round of First World basic income studies, which find few positive effects. This is surprising, because recipients didn’t waste the money on alcohol or gambling or anything - they paid down debt and got useful goods. Still, it didn’t even affect things that should have been obvious, like stress level. It’s not even clear that amounts of money large enough to help with rent made homeless people more likely to get houses! Matt Bruenig criticizes the article, accusing Kelsey’s studies of being downstream of Perry Preschool style dreams that exactly the right welfare program will have massively compounding effects that cut poverty out at the root and turn everyone into elite human capital; he thinks giving people money won’t do this, but it will increase equality and give the poor better lives. I assume he’s not a strong hereditarian, but his argument makes even more sense from that perspective, and I’ve certainly criticized dumb outcome measures like infant brain waves which we have only tenuous reasons to think are related to anything we care about. But Kelsey reasonably responds that the outcome measures she’s talking about include stress level and life satisfaction. To defuse this critique, Bruenig either has to argue that our construct “life satisfaction” doesn’t really measure whether someone’s life is satisfactory, or else claim that giving poor people satisfactory lives isn’t really what we’re going for - which I think would require more explanation on his part. There’s some further (impressively acrimonious) debate on X, but I don’t see anything that addresses my core concern. GiveDirectly, a charity involved in basic income experiments, has a presponse here; they say that some studies are positive, and that the ones that aren’t might have tried too little cash to matter, or been confounded by COVID making everything worse. They also point out that basic income is harder to study than traditional programs like giving people housing, because if you’re giving housing you can measure housing-related outcomes directly and have a pretty good chance of getting enough statistical power to find them, but since everyone spends cash on different things, the positive effects might be scattered across many different outcomes (and therefore too small to reach significance on each). Everyone involved in this debate wants to emphasize that the poor results are for First World studies only, and that studies continue to show large benefits to giving cash in the developing world. 55: Related: I was less impressed by The Argument’s first foray into housing policy, which follows an all-too-familiar pattern: Some people say they don’t like noise and disorder and try to make rules against it in their apartments.

Inline links: proposes a three-stage model of secularization, extraordinarily effective at teaching people golf, nxthompson on X, a huge survey, Steven Adler on AI psychosis, they cloned her, dozens of times, a lawsuit, Gwern, on X, got 40% of the e-commerce funding, What Happened To Pathology AI Companies?, Will Data Centers Crash The Economy?, Ruxandra Teslo provides the counterargument, and who is still fighting the good fight, countering Curtis Yarvin on the history of her native Romania, Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin, on formal benchmarks, speculated, a “reverse DeepSeek moment”, with Peter, this tweet by Shakeel, https://substackcdn.com/image/fetch/$s_!GJNZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ba0d8cf-fab8-4370-bcad-df789e157fdc_591x402.png, Wylfcen on X, Zvi points out that, AI fantasy flash fiction Turing test, customized “In This House We Believe” signs, China think tank assessment of how in control Xi is, xlr8harder, Chelsea Voss of OpenAI is having a baby, Hector (cloud), demand that British cosmetics stop listing their ingredients in Latin, Text-based RPG about being an NYT journalist at the Manifest prediction market conference, finds that it is quite bad, violently skeptical, literally so?, This tweet, https://substackcdn.com/image/fetch/$s_!S9fU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa558c09b-7fb6-40a8-a8a0-27b658a2c876_576x687.png, describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X), link on X, https://substackcdn.com/image/fetch/$s_!zyh7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F75e9f0f6-d794-4ea2-b24b-5d4803bf28dc_590x478.png, New study claims consultants are actually good, tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, The Argument, a post on the latest round of First World basic income studies, criticizes the article, infant brain waves, debate on X, has a presponse here, first foray into housing policy

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

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