Thomas Jefferson
Article
Thomas Jefferson is a recurring person in the Astral Codex Ten archive, appearing 6 times across 6 issues between April 16, 2021 and January 16, 2026. The archive places it in contexts such as “polemic about Thomas Jefferson by candlelight with a goose feather”; “having to write your scathing polemics about Thomas Jefferson”; “cf. Thomas Jefferson: “I tremble for my country when I remember that God is just.”“. It most often appears alongside California, China, New York Times.
Metadata
- Category: People
- Mention count: 6
- Issue count: 6
- First seen: April 16, 2021
- Last seen: January 16, 2026
Appears In
- Your Book Review: Progress And Poverty
- Justice Creep
- Practically-A-Book Review: Rootclaim $100,000 Lab Leak Debate
- Links For January 2025
- Your Review: Ollantay
- The Dilbert Afterlife
Related Pages
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- California (3 shared issues)
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- China (3 shared issues)
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- New York Times (3 shared issues)
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- Silicon Valley (3 shared issues)
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- Bay Area (2 shared issues)
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- COVID (2 shared issues)
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- Elon Musk (2 shared issues)
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- Freud (2 shared issues)
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- India (2 shared issues)
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- Kansas (2 shared issues)
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- New York (2 shared issues)
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- Paul Krugman (2 shared issues)
External Links
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.
Although 2021 seems better than 1879 in absolute material terms, George's complaint still rings true: healthcare and higher education are increasingly unaffordable, inequality is as bad as it ever was, and The Rent Is Too Damn High. And even if all of these measures had improved as well, we still have to contend with a fundamental complaint: how can human civilization have piled up an amount of wealth best described as absolutely banana pants insane, and yetstill have poverty, oppression and cyclical recessions? Yes, greed, evil, and human nature will always be with us, but isn't it weird that we haven't eliminated these economic problems the same way we've eliminated Smallpox, Scurvy, and having to write your scathing polemics about Thomas Jefferson by candlelight with a goose feather? Giving the mic back to George, he closes the chapter with this haunting quote, first written 142 years ago: If there is less deep poverty in San Fran Francisco than in New York, is it not because San Francisco is yet behind new York in all that both cities are striving for? When San Francisco reaches the point where New York now is, who can doubt that there will also be ragged and barefooted children on her streets? I'll just leave this here: Number of Homeless Children in U.S. At All-Time High; California Among Worst States. I. Wages and Capital George insists sloppy terminology leads to sloppy thinking. Naturally, he spends an entire chapter beating words to death to correct this. The Meaning of the Terms Let's start with Wealth. The common usage, both then and now, is "anything with an exchange value." George doesn't like how this mixes dissimilar things. By George, what is wealth? Wealth is produced when Nature's bounty is touched by human labor resulting in a tangible product that is the object of human desire. Labor is required, but the amount and type doesn't matter - George offers the example of simply picking a berry off a bush as an act that transforms nature's gifts into human wealth. Note particularly that human desire is an important requirement of wealth; it doesn't matter how much work someone put into something, if it doesn't gratify human needs or desires in some way, it's not wealth. Speaking of human desire, let's talk about Value. Where does a thing's value come from? The prevailing theory of the day was the Labor Theory of Value which originated with Adam Smith and David Ricardo, which says that Labor is the source of value. The early formulations were a bit ambiguous, here's Smith in Wealth of Nations for instance: The value of any commodity ... is equal to the quantity of labor which it enables him to purchase or command. Labor, therefore, is the real measure of the exchangeable value of all commodities. So... is a thing's value how much labor it takes to make the thing, or how much labor someone's willing to exchange for the thing? Nowadays Labor Theory of Value is most commonly associated with Marx. Marx picks a lane and says the value of something is tied to the amount of "socially necessary labor" required to produce it. George goes the other way: It is never the amount of labor that has been exerted in bringing a thing into being that determines its value, but always the amount of labor that will be rendered in exchange for it. - Henry George, The Science of Political Economy, p. 253 In other words, "a thing's value is whatever someone is willing to pay for it." This is in line with the so-called marginal revolution (the movement, not the blog) and modern theories of value. Labor Labor is the exertion of human beings. It's possible to labor to no avail (try punching a concrete wall), but typically humans labor towards an end, such as gaining wealth. But whether or not we accomplish anything with our efforts, George calls them labor. Labor isn't just making things, by the way – it's also moving or exchanging them. Production Production is labor applied "to the production of wealth." You know, productively. This is all human exertion that isn't punching a concrete wall and rewards you for your efforts with something that fits the definition of wealth. Said wealth is the "product of labor." Wages whatever is received as the result or reward of exertion is "wages." No distinction here is made between blue-collar work and white-collar work – whether one is called "hourly pay" and the other is called "annual salary," George calls them both "wages." It doesn't matter whether you receive them from your boss, from customers, or from nature. If you do work and get something from it, you have received "wages." With those basics under our belt, let's circle back to Wealth: What are some examples of wealth? By George, Gold is wealth. Teddy bears are wealth. Tesla roadsters and candy canes and young adult vampire romance novels are wealth. The same goes for fish you've caught, deer you've hunted, and cool looking rocks you've picked up on your morning walk. The value of these things may differ, but as long as they're tangible, originate in nature, someone ever did a lick of work to make or acquire them, and a human being somewhere desires them for any reason, they're wealth. It gets a little clearer when we ask what isn't wealth. And by George, Money isn't wealth. Articles of gold are wealth because they're tangible things that have been dug up, crafted, and fulfill certain human desires. But paper currency, digital currencies, and other things that aren't inherently valuable but merely represent value are not wealth (outside of putting their physical articles in coin collections or making paper airplanes, and so forth). Now don't get the man wrong, these things are certainly valuable. They're just not wealth. They are certificates that represent claims on wealth. For any computer programmers in the audience, money is a pointer to wealth. Likewise Stocks and Bonds and other financial instruments are not wealth. These are also just claims on wealth. A creditor's title to Debt isn't wealth, either, it's just a claim on the debtor's (typically future) wealth. And, writing as he was not long after the Civil War, George points out that Slaves are not wealth either but, represent "merely the power of one class to appropriate the earnings of another class." Wealth, thus defined, is the terminal "ground truth" bits of the economy, and all the financial layers on top are fancy IOUs that just encode various claims on it. George offers a thought experiment to test if something is wealth: if you produce a pile of gold, fish, or Lego bricks, you've clearly increased the amount of wealth in the world. But if you produce a giant pile of IOUs that just records who owns what and who owes what to whom, it doesn't matter how many of them you pile up or how long the chains of ownership get, you still haven't increased the amount of real wealth in the world. Again, this isn't saying the IOUs aren't valuable, they are. But they're only valuable because they ultimately point to real wealth. If you magically transported everyone over to a hypothetical Earth 2, carrying over all of Earth 1's money and financial instruments but none of Earth 1's tangible wealth, the value of all those IOUs would instantly evaporate. Now what about digital goods? Leaving things like Bitcoin aside for the moment, let's consider the case of a digital image file: By George, this is wealth. Digital though it may be, it's physically encoded on a storage device somewhere, and is thus tangible (it's not a pure abstract concept flitting about in Platonic heaven) and has its origins in nature. Human exertion built the computer that encodes it, and clicking the button that saves it to disk or displays it on your screen is labor. Finally, it directly satisfies human desires (mine, at the very least). It's value may be negligible, but it's wealth. By contrast, the digital bit sitting in some database that says I own a particular eBook or mp3 is just a digital IOU – a claim on the wealth that are the physical bits on my local storage device or remote server that digitally encodes the files. The fact that digital files don't seem particularly physical, and that they can be trivially and endlessly copied, doesn't mean that Henry George, magically transported to today, wouldn't regard them as wealth. Okay, so is there anything else that's not wealth? By George, Bitcoin isn't wealth, in case you were wondering. It's just a (very fancy) financial instrument, a digital claim on wealth. And that goes for most crypto assets – a token on some blockchain that says I own a painting by Banksy is just another IOU, regardless of the technical sophistication of its distributed trustless ledger. What about intellectual property? Copyrights, patents, and trademarks are all different forms of Monopoly – the exclusive, government-granted legal right to do a particular thing (publish a certain book, manufacture a certain product, use a certain name in business, etc). The exclusive right to do or produce a thing, valuable as it may be, is not the thing itself. By George, Monopoly is not wealth. But there is something big that is wealth – the C-word. Capital. By George, Capital is "wealth devoted to procuring more wealth", and it's the next thing he insists everyone is hopelessly confused about. He quotes Adam Smith, agreeing with him thus far: That part of a man's stock which he expects to afford him revenue is called his capital. ...and also gives us a short etymology lesson on the origin of the term: The word capital, as philologists trace it, comes down to us from a time when wealth was estimated in cattle, and a man's income depended upon the number of head he could keep for their increase. ("Per capita" being the Latin for "by head") By George, all capital is wealth, but not all wealth is capital. George notes capital is often described as being "stored up labor", and endorses this view – but what it really means, is capital is stored up production. It's not literally the labor that's stored up but the wealth generated by it, set aside and then dedicated to the purpose of getting more wealth. George insists that it is the owner's intention that transforms wealth into capital. If you buy an old factory to throw parties in for your hipster friends, it's just wealth. But the minute you decide to put it to work to make something useful (or start charging your hipster friends a cover charge at the door), it becomes capital. George therefore further insists that a laborer's daily bread and the clothes on their back do not count as capital, because a person has to eat and wear clothes whether they work or not. The laborer's tools (and arguably their steel-toed work boots) can however be counted as capital, because their purpose is to assist the laborer in getting more wealth by working for wages, and the laborer wouldn't acquire, use, and maintain those things otherwise. George has more exclusions: We must exclude from the category of capital everything that may be included either as land or labor. Human exertion (labor) by itself can never be capital. The products of human labor become capital when they are stored up and set to the purpose of getting more wealth. To muddle this distinction defeats the point of having separate terms for those things at all, and prevents us from reasoning meaningfully about how they relate to one another. Labor is not capital, and neither is labor by itself wealth, it produces wealth – and if it ain't wealth, it ain't capital. And that brings us to land. Land, land, land. By George, land is not wealth. And it's definitely not capital. The unique specialness of land is George's entire schtick and the very core of his philosophy. The term land embraces, in short, all natural materials, forces, and opportunities That means that a field or a meadow is "land", as is a mountain. But so are the fish in the sea, the clouds in the sky, veins of gold in the earth's crust, and the oil deep under ground. These things aren't yet wealth – not until human beings both a) desire them and b) touch them with labor. So... land is not wealth. But... how come? I mean, look: land is tangible, it "comes from nature", humans are always productively applying their labor to it, and it certainly seems capable of gratifying human desires. George sees this reasoning as understandable, but insists it's the root mistake that leads other political economists astray – because for George, land just is nature itself. Come again? Land is the ultimate source of all wealth, but it's most useful to think of it as a generator, acompletely separate entity from the wealth that human labor and desire draws from it. Players of Magic: the Gathering and Settlers of Catan should already have a solid grasp of this distinction: In modern times, George would grant electromagnetic spectrum and orbital real estate for satellites the same status of "land" that already applies to farmland and terrestrial real estate. We don't even need to speculate about whether he'd attach this status to sunlight because he straight-up predicted solar power: Even the lack of rain which makes some parts of the globe useless to man, may, if invention ever succeeds in directly utilizing the power of the sun's rays, be found to be especially advantageous for certain parts of production. (That's from Protection or Free Trade, footnote 19) The important thing to grasp about land is that it comes before everything humans do or make, and is itself a thing no human can make. Okay, smarty-pants, what about the Netherlands? They've been making land for centuries! Well, land in the Georgist sense doesn't refer simply to "dry land", but also the sea bed, the oceans, and the skies above. The "new land" in the Netherlands counts as an improvement to land that already existed. The seabed was always there, but by filling it in so you can walk around on it, now it's more useful to us (George has a lot to say about improvements to land, which we'll get to later). Okay, what is land not? nothing that is freely supplied by nature can be properly classed as capital By George, land is not wealth. And since it's not wealth, it's not capital. Okay, we get it. Land is very special to Mr. George and we must never put it in the same category as wealth, labor, capital, wages, production, money, or anything else. Why exactly is this so damn important? Well, by George, if you treat land the same way you would a bar of pig iron, an hour of work, or a dollar bill, before you know it you'll get poverty paradoxically advancing alongside progress, inexplicable bouts of industrial depression, literal genocides and holocausts (he's dead serious about this), and The Rent Being Too Damn High. With terminology now firmly established, George moves on to the relationship between wages and capital. 3-for-1 special on Wages, Capital, and Labor I'm condensing three chapters here because they all deal with the same basic thing. The question George wants to answer is: Why, in spite of increase in productive power, do wages tend to a minimum which will give but a bare living? The conventional wisdom of George's time is that wages are governed by a fixed ratio between the number of laborers and the amount of capital devoted to their employment, because "the increase in the number of laborers tends naturally to follow and overtake any increase in capital." So it doesn't matter how much capital you throw at employing workers, it'll just attract even more workers splitting it up, so although wages might temporarily wiggle a bit in the long term they'll always settle back to a "natural" minimum. (As we'll see in the next section, this argument stems from Malthusianism). George spends some time methodically poking holes in the theory (it's predictions don't line up with the facts he observes), and then sets out to prove his replacement theory (emphases mine): wages, instead of being drawn from capital, are in reality drawn from the product of the labor for which they are paid. He pulls a G.K. Chesterton to make his point: During the time [the laborer] is earning the wages he is advancing capital to his employer, but at no time, unless wages are paid before work is done, is the employer advancing capital to him. He starts by identifying the source of confusion: Because wages are generally paid in money, and in many of the operations of production are paid before the product is fully completed, or can be utilized, it is inferred that wages are drawn from pre-existing capital I mean, the old theory seems sensible: the employer has capital and uses it to pay wages. But however you slice it, capital's investment gets paid back by production when it takes its cut, so does it even make a difference to talk about where wages are "drawn" from? Value goes out, value comes in, isn't it all a wash? By George, it isn't: in the old theory, because capital "must come first", it follows that "industry is limited by capital - that capital must be accumulated before labor is employed", which leads to a reductio ad absurdum – We are told that capital is stored-up or accumulated labor – "that part of wealth which is saved to assist future production." If we substitute for the word "capital" this definition of the word, the proposition carries its own refutation, for that labor cannot be employed until the results of labor are saved becomes too absurd for discussion. George anticipates the following rejoinder – Well, when we say 'labor is paid out of capital' we don't mean it as an absolute statement for all stages of human development (or else we have a chicken-and-the-egg problem and civilization could never have begun), we just mean it applies to, say, every civilization that's left the stone age. George will have none of it and spends three entire chapters relentlessly beating to death the idea that wages are drawn from capital instead of from production. He starts with the simple case where wages are paid in the form of direct, concrete wealth, then moves on to the more complex case where people are paid in money and other instruments. Laboring for wages: Imagine a fishing village where nobody cooperates – each person digs their own bait and catches their own fish. Then they discover labor specialization and realize they can catch more fish together if one specializes in digging and the other in catching. So the digger digs, the catcher catches, and they share the fish. The digger really contributes as much to the catch as the one who physically pulls the fish off the hook even though the digger never directly "caught" a fish, and the fish he gets for his work is directly paid out of his contribution to the total production. Later, our fisherfolk invent canoes, and one stays home making and repairing canoes. This increases the haul of the digger and catcher, and the canoe-er gets paid out of her contribution to the increased production. And so it goes as society continues to advance. The work the specialist puts in causes more fish to be caught, and that person's wages is drawn from the growing pile of fish. As George puts it: "Earning is making." George gives another example: If I take a piece of leather and work it up into a pair of shoes, the shoes are my wages – the reward of my exertion. Surely they are not drawn from capital – either my capital or any one else's capital – but are brought into existence by the labor of which they become the wages; and in obtaining this pair of shoes as the wages of my labor, capital is not even momentarily lessened one iota... As my labor goes on, value is steadily added, until, when my labor results in the finished shoes, I have my capital plus the difference in value between the material and the shoes. And another: If I hire a man to gather eggs, to pick berries, or to make shoes, paying him from the eggs, the berries, or the shoes that his labor secures, there can be no question that the source of the wages is the labor for which they are paid. George goes on to say it doesn't matter if you're paid in money or directly in wealth, because the money is a direct claim on the underlying wealth. It also doesn't matter if you get paid on commission. Imagine a whaling ship where each crewman gets paid a share out of whatever the ship catches. When the ship sails back into port with a hold full of whale oil and bone, the crew gets paid in money, the owner simultaneously adds to his capital oil and bone. The crew's money directly represents their share of the concrete wealth that is the oil and bone. The owner's capital hasn't decreased, and the workers drew their wages directly from the production. So let's get to the point, Mr. George – wages aren't drawn from capital but instead from production. Great, let's grant that – so what? George hammers away at this because thinking wages are drawn from capital leads to a false conclusion, namely that "labor cannot exert its productive power unless supplied by capital with maintenance." "Maintenance?" Well, workers need food and clothing and they get paid by their employers, so you could imagine capital as a limiting factor on labor. But by George, food and clothing isn't capital, it's just wealth, as we said before. And with regard to wages, the point is that the employer always gets "paid" first, because the second the laborer produces value, the employer's capital increases: As in the exchange of labor for wages the employer always gets the capital created by the labor before he pays out capital in the wages, at what point is his capital lessened even temporarily? Okay, but what if I'm just a terrible businessman and I pay somebody $500 an hour to smash Ming vases, then sell the fragments as aggregate to a construction crew for a few pennies a pound, all at a tremendous loss? Surely then the laborer's wages must be drawn from my capital, because there's not enough productive value generated by the labor to draw them from! George says okay, sure, but only because I'm an idiot and will soon be out of business: Yet, unless the new value created by the labor is less than the wages paid, which can be only an exceptional case, the capital which he had before in money he now has in goods – it has been changed in form, but not lessened. Fair enough, Mr. George, but what if I'm building some enormously expensive multi-decade project, like a dam or a nuclear power plant or a cathedral? The kind of thing we call a "capital-intensive" project? What do you have to say to that? George points out that as laborers labor, they progressively add value to whatever they're producing. Take the case of a shipwright building ships for an employer – even if the boss can't sell a half-finished ship, it still holds value (for one, it costs less to finish a half-finished ship then no ship at all). And with every stroke of the laborer's work, the employer who owns the shipyard gets an incremental increase in his stock of capital. It is not the last blow, any more than the first blow, that creates the value of the finished product – the creation of value is continuous, it immediately results from the exertion of labor. A pedant would point out that the "last hit" that finishes the product which makes it ready for market adds disproportionate value, but George's point is just to establish that value is continuously created, and doesn't magically come into being allat once right at the end. George further points out that if you look at things like agriculture you'll see the market directly acknowledging his theory: As a plowed field will bring more than an unplowed field, or a field that has been sown more than one merely plowed... It is tangible in the case of orchards and vineyards which, though not yet in bearing, bring prices proportionate to their age. George freely admits that capital can be required for certain kinds of work, but he disagrees with what its purpose is. It's not a pool that wages get paid out of. He goes on for another chapter on "The Maintenance of Laborers Not Drawn From Capital" but I think we can safely skip it and move on. TL:DR – George hammers to absolute death the idea that Laborers derive their own maintenance (food/shelter/clothing/etc) from their wages, with George insisting it is drawn from production and... you guessed it, not from capital. At least some of George's ideas will not seem so radical to modern readers (especially those already critical of capitalism or neoclassical economics), but it's important to understand that at the time almost everything he was saying was considered deeply radical and shocking. Capital was the fundamental driving force of the economy and labor was utterly dependent on it, and the Malthusian theory of overpopulation was the accepted explanation for why wages were low and workers were starving. Political Cartoon literally demonizing Henry George – Puck magazine Oct. 20, 1886 The Real Functions of Capital Okay, Mr. George. You've spent three whole chapters beating me over the head with what the functions of capital aren't. So what are the functions of capital? Capital "increases the power of labor to produce wealth." How? By enabling labor to apply itself more effectively (power tools go brrrr)
Inline links: absolutely banana pants insane, Number of Homeless Children in U.S. At All-Time High; California Among Worst States, Labor Theory of Value, marginal revolution, blog, https://substackcdn.com/image/fetch/$s_!szbX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F02e3f9db-5fe4-4a1b-bd19-5a13bac84aa1_500x500.png, https://substackcdn.com/image/fetch/$s_!cDFG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F28ef979e-83da-4d1b-8d81-5f08fd6103a5_516x600.png, https://substackcdn.com/image/fetch/$s_!PVE6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F68f4f7f0-2016-4fe9-9996-879a3c92db74_516x600.png, Protection or Free Trade, https://substackcdn.com/image/fetch/$s_!aeD5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F348d4d74-8c98-42e6-b5f7-7bd79b30a816_960x611.png
(cf. Thomas Jefferson: “I tremble for my country when I remember that God is just.”)
Okay, this one is just awful. It takes the risky gambit above - giving extreme odds to something - then doubles down on it by multiplying across twenty different stages to get a stupendously low probability of 1/5*10^25. If we believe this, it’s more likely that we win the lottery three times in a row than that we learn lab leak was true after all. Eliezer Yudkowsky calls this the Multiple Stage Fallacy. Even aside from the failure mode in the sunrise example above (where people are too reluctant to give strong probabilities), it fails because people don’t think enough about the correlations between stages. For example, maybe there’s only 1/10 odds that the Wuhan scientists would choose the suboptimal RRAR furin cleavage site. And maybe there’s only 1/20 odds that they would add a proline in front to make it PRRAR. But are these really two separate forms of weirdness, such that we can multiply them together and get 1/200? Or are scientists who do one weird thing with a furin cleavage site more likely to do another? Mightn’t they be pursuing some general strategy of testing weird furin cleavage sites? (For example, Yuri proposed that, because the scientists wanted to understand how pandemic coronaviruses originate in nature, they might deliberately pick more natural-looking features over more designed-looking ones, which would neatly explain many features seemingly inconsistent with lab leak. Is this a conspiracy theory? Rootclaim is able to successfully route around this question. If the probability of a feature happening in nature is X, then the probability of it happening in this variant of lab leak scenario is X * [chance that the scientists wanted to imitate nature). This gives it a (deserved) complexity penalty without ruling out this (non-zero and potentially important) possibility.) In any case, Peter didn’t care as much about probabilistic analysis as Saar, he didn’t make his case hinge on this slide, and he might have been kind of using it to troll Rootclaim (which definitely worked). He might not have been making any of the mistakes above. But anyone who took this slide seriously would end up dramatically miscalibrated. The Math: Big Pictures Another of Saar’s concerns with the verdict was that Peter was an extraordinary debater, to the point where it could have overwhelmed the signal from the evidence. It’s hard to watch the videos and not come away impressed. Peter seems to have a photographic memory for every detail of every study he’s ever read. He has some kind of 3D model in his brain of Wuhan, the wet market, and how all of its ventilation ducts and drains interacted with each other. Whenever someone challenged one of his points, he had a ten-slide PowerPoint presentation already made up to address that particular challenge, and would go over it with complete fluency, like he was reciting a memorized speech. I sometimes get accused of overdoing things, but I can’t imagine how many mutations it would take to make me even a fraction as competent as Peter was. Saar’s closing argument included the admission: Peter, I think everyone can agree, has much more knowledge on [COVID] origins than we do. He's invested much more time. He may be a much more talented researcher. He's much more into the details. He probably knows the best in the world on origins at this point. Once you’ve described your opponent that way in your closing argument, what’s left of your case? Saar thought a lot was left. Throughout the debate, he tried to make a point about how getting the inference right was more important than winning sub-sub-sub-debates about individual lines of evidence. Although Peter won most specific points of contention, Saar thought that if the judges could just keep their mind on the big picture, they would realize a lab leak was more likely. I’m potentially sympathetic to arguments like Saar’s. Imagine a debate about UFOs. Imaginary-Saar says “UFOs can’t be real, because it doesn’t make sense for aliens to come to Earth, circle around a few fields in Kansas, then leave without providing any other evidence of their existence.” Imaginary-Peter says “John Smith of Topeka saw a UFO at 4:52 PM on 6/12/2010, and everyone agrees he’s an honorable person who wouldn’t lie, so what’s your explanation of that?” Saar says “I don’t know, maybe he was drunk or something?” Peter says “Ha, I’ve hacked his cell phone records and geolocated him to coordinates XYZ, which is a mosque. My analysis finds that he’s there on 99.5% of Islamic holy days, which proves he’s a very religious Muslim. And religious Muslims don’t drink! Your argument is invalid!” On the one hand, imaginary-Peter is very impressive and sure did shoot down Saar’s point. On the other, imaginary-Saar never really claimed to have a great explanation for this particular UFO sighting, and his argument doesn’t depend on it. Instead of debating whether Smith could or couldn’t have been drunk, we need to zoom out and realize that the aliens explanation makes no sense. The problem was, Saar couldn’t effectively communicate what his big picture was. Neither deployed some kind of amazingly elegant prior. They both used the same kind of evidence. The only difference was that Peter’s evidence hung together, and Saar’s evidence fell apart on cross-examination. I think - not because Saar really explained it, but just reading between the lines - Saar thought the un-ignorable big picture evidence was the origin in a city with a coronavirus gain-of-function lab, and the twelve-nucleotide insertion in the furin cleavage site. To some degree, Peter just ate the loss on those questions. No matter how you slice it, it really is a weird coincidence that the epidemic started so close to Asia’s biggest coronavirus laboratory. Peter tried to deflect this - he pointed out there were other BSL-3 and BSL-4 laboratories in Beijing, Shanghai, Shenzhen, etc. But this was a rare question where he unambiguously came out looking worse - the other cities’ labs had much less coronavirus-specific research. Wuhan really was unique (aside from the other big coronavirus lab in North Carolina). Peter did better when he tried to control the damage: there are a couple hundred million people in the South Asian areas where people eat weird animals exposed to virus-infected bats, Wuhan has a population of about 12 million, so maybe 1.5% of all potential zoonotic pandemics should start in Wuhan. Peter tried to argue that Wuhan was a local trade center, so maybe we should up that to 5 - 10%. 5 - 10% coincidences aren’t that rare. Even 1.5% coincidences happen sometimes. Likewise, the furin cleavage site really does stand on a genetic map. I didn’t feel like either side did much math to quantify how weird it was. Naively, I might think of this as “30,000 bases in COVID, only one insertion, it’s in what’s obviously the most interesting place - sounds like 30,000-to-one odds against”. Against that, a virus with a boring insertion would never have become a pandemic, so maybe you need to multiply this by however much viral evolution is going on in weird caves in Laos, and then you would get the odds that at least one virus would have an insertion interesting enough to go global. Neither participant calculated this in a way that satisfied me (though see here for related discussion). Instead, Peter tried to undermine the furin argument by showing that, as surprising as the site was under a natural origin, it would be an even more surprising choice for human engineers. Saar argued it wasn’t - but because of his policy of giving adjusted-for-model-error odds, he only gave this a factor of 30 in his analysis. Since Peter gave it a higher factor of 50 in his analysis, it looked from the outside like Saar had already conceded this point, and the judges were mostly happy to go with Saar’s artificially-low estimate. The Math: Double Coincidences Saar brought up an interesting point halfway through the debate: you should rarely see high Bayes factors on both sides of an argument. That is, suppose you accept that there’s only a 1-in-10,000 chance that the pandemic starts at a wet market under lab leak. And suppose you accept there’s only a 1-in-10,000 chance that COVID’s furin cleavage site could evolve naturally. If lab leak is true, then you might find 1-in-10,000 evidence for lab leak. But it’s a freak coincidence that there was 1-in-10,000 evidence for zoonosis5. Likewise, if zoonosis is true, you might find 1-in-10,000 evidence for this true thing. But it’s a freak coincidence that there was 1-in-10,000 evidence for lab leak. Either way, you’re accepting that a 1-in-10,000 freak coincidence happened. Isn’t it more likely you’ve bungled your analysis? I was following along at home, and I definitely bungled this point; I had some high Bayes factors on both sides. I adjusted some of them downward based on Saar’s good point, but how far should we take it? Here I remember The Pyramid And The Garden: you can get very strong coincidences if you have many degrees of freedom, ie buy a lot of lottery tickets. So for example, suppose there are fifty things about a virus. You should expect at least one of those to have a one-in-fifty coincidence by pure chance. What about more than that? You might be able to get away with this by saying there are an infinite number of possible conspiracy theories, and some from that infinite set are brought into existence when a strong enough coincidence makes them plausible. For example, it’s really weird that John Adams and Thomas Jefferson both died on the 50th anniversary of the Declaration of Independence. If I wanted, I could form a conspiracy theory about a group of weird assassins obsessed with killing Founding Fathers on important dates, and then Jefferson and Adams’ deaths would be 1/10,000 evidence for that theory. But this is the Texas Sharpshooter Fallacy, which Saar warned against several times. I don’t know if “the virus started in Wuhan, which is where they’re doing this research” gets a Texas Sharpshooter penalty, or how high that penalty should be. But the furin cleavage site doesn’t - people were talking about lab leak before anyone noticed it. The Aftermath: Peter Peter seemed satisfied with the result, in an understated sort of way: It seemed like an interesting experiment in monetizing the debunking of a conspiracy theory. I think there's usually a big asymmetry where it's easy to get rich spreading bullshit (like, the top anti-vaxxers during the pandemic all made a million dollars a year on substack), but it's almost impossible to make money on debunking it. The Rootclaim challenge seemed like one rare case where the opposite was true. Beyond that, I don't know what it's good for. It does seem like there could be a positive social impact from more people understanding that the lab leak hypothesis is (almost certainly) false. The Aftermath: Saar Saar says the debate didn’t change his mind. In fact, by the end of the debate, Rootclaim released an updated analysis that placed an even higher probability on lab leak than when they started. In his blog post, he discussed the issues above, and said the judges had erred in not considering them. He respects the judges, he appreciates their efforts, he just thinks they got it wrong. Although he respected their decision, he wanted the judges to correct what he saw as mistakes in their published statements, which delayed the public verdict and which which Viewers Like You did not appreciate: I ran an early draft of this post by him. There was some miscommunication about the exact publication date, so he hasn’t had time to write up a full response, but he has some quick thoughts (and I’ll link the full response when he writes it). He says: We will provide a full response to this post soon, but the main problem with it is fairly simple: There is general agreement that the main evidence for zoonosis is HSM (Huanan Seafood Market) forming an early cluster of cases. The contention is whether it is amazing 10,000x evidence, or is it negligible. All other evidence points to a lab leak, and if HSM is shown to be weak, lab leak is a clear winner. We provided an analysis of why it is negligible that is as close to mathematical proof as such things can be. Read it here. Scott and I exchanged a few emails on this issue and Scott preferred to discuss more intuitive analyses of HSM, using rules of thumb that likely served him well in the past. While I believe I managed to mostly explain where these failed, and Scott understands HSM is far weaker evidence than he initially thought6, he still has a very strong intuitive feeling (based on years of dealing with probabilities) that this is some exceptional coincidence, and that prevents him from properly updating his posterior. At the end of the day, this cannot be settled without going through our semi-formal derivation, understanding it, and either identifying the problem with it or accepting it (and thereby accepting lab-leak to be more likely). Here is a quick summary of the mistakes made by those claiming HSM is strong evidence: The first mistake is conflating Bayes factors with conditional probabilities. 1/10000 is the supposed conditional probability p(HSM|Lab Leak), That should be divided by the conditional probability of HSM under Zoonosis. Markets were not identified as a high-risk location prior to this outbreak (This will be elaborated in the full response), and in SARS1 the spillovers were mostly at restaurants and other food handlers that deal more closely with wildlife. While it's cool to point to the raccoon dog photo, that was a result of a retrospective search (we don't know what other photos they took which in retrospect would be brought up as premonition). Unbiased data shows markets are not a likely spillover location for zoonosis. We originally estimated p(HSM|Zoonosis)<0.1. Following more research we did to answer Scott's questions, this is more likely <0.03.
Inline links: Multiple Stage Fallacy, see here, 5, The Pyramid And The Garden, Texas Sharpshooter Fallacy, blog post, 6
The circumstances surrounding the death of Meriwether Lewis (of Lewis and Clark) are shrouded in conspiracy. In the months leading up to his death many people reported that Lewis had become paranoid, claiming that he was being followed and that his life was in danger. In a desperate attempt for help, he sent a letter to his close friend, and then president Thomas Jefferson to request an audience. While traveling along the Natchez Trace, he stayed a night at an inn. During the night, the owner reported hearing multiple gunshots but never went out to check on the source. In the morning, Lewis was found dead in his cabin, sitting against the wall looking at the door, rifle in hand and shot in the back. In addition, while the room was ransacked, the only missing objects of note were Lewis’ riding back and personal documents.
This is actually not as implausible as it might seem. Túpac Amaru I had a lot of children, and Condorcanqui was wealthy enough that his lineage could be traced back to royalty. And we’re not talking like 2,000 years here - Túpac Amaru I was executed in 1572. This would be akin to a rich Virginian claiming to be a direct descendant of Thomas Jefferson.
Nothing is more American than inventing weird cringe fusions of religion and atheism where you say that God doesn’t exist as (gestures upward) some Big Man In The Sky the way those people believe, but also, there totally is a God, in some complicated sense which only I understand. When Thomas Jefferson cut all the passages with miracles out of his Bible, he was already standing on the shoulders of generations of Unitarians, Quakers, and Latitudinarians.