Trump
Article
Trump is a recurring person in the Astral Codex Ten archive, appearing 129 times across 129 issues between January 21, 2021 and March 18, 2026. The archive places it in contexts such as “I made predictions about Trump - now that he’s come and gone I need to grade them publicly”; “Are working-class Trump supporters really banging on their keyboards”; ""looking at the Trump campaign vs. the Clinton campaign"". It most often appears alongside Twitter, US, Biden.
Metadata
- Category: People
- Mention count: 129
- Issue count: 129
- First seen: January 21, 2021
- Last seen: March 18, 2026
Appears In
- Still Alive
- Contra Weyl On Technocracy
- Book Review: Why We’re Polarized
- Statement on New York Times Article
- Mantic Monday: Judging April COVID Predictions
- A Modest Proposal For Republicans: Use The Word “Class”
- Mantic Monday: Scoring Rule Controversy
- Highlights From The Comments On March Links
- Highlights From The Comments On Class
- Mantic Monday: Mantic Matt Y
- Book Review: The New Sultan
- Book Review: Antifragile
- 2020 Predictions: Calibration Results
- Links For April
- Mantic Monday: Grading My Trump Predictions
- Open Thread 169
- Mantic Monday: Predictions For 2021
- The Rise And Fall Of Online Culture Wars
- Highlights From The Comments On Culture Wars
- Contra Drum On The Fish Oil Story
- Contra Hanania On Partisanship
- Book Review: Modi - A Political Biography
- Book Review: The Revolt Of The Public
- Highlights From The Comments On Kids And Climate Change
- Dictator Book Club: Orban
- Highlights From The Comments On Orban
- Highlights From The Comments On Ivermectin
- Links For November
- Highlights From The Comments On “Don’t Look Up”
- Grading My 2021 Predictions
- Information Markets, Decision Markets, Attention Markets, Action Markets
- Highlights From The Comments On Self-Determination
- Dictator Book Club: Xi Jinping
- 22
- California Gubernatorial Candidates From Z to Z
- Your Book Review: Public Choice Theory And The Illusion Of Grand Strategy
- What Caused The 2020 Homicide Spike?
- Your Book Review: The Righteous Mind
- Your Book Review: The Society Of The Spectacle
- Links For July
- From Nostradamus To Fukuyama
- Universe-Hopping Through Substack
- Links For October
- My California Ballot 2022
- Mantic Monday: Twitter Chaos Edition
- Book Review: First Sixth Of Bobos In Paradise
- Why I’m Less Than Infinitely Hostile To Cryptocurrency
- Prediction Market FAQ
- Links For December 2022
- Sorry, I Still Think I Am Right About The Media Very Rarely Lying
- Highlights From The Comments On The Media Very Rarely Lying
- Conspiracies of Cognition, Conspiracies Of Emotion
- Which Political Victories Cause Backlash?
- Grading My 2018 Predictions For 2023
- Links For May 2023
- Highlights From The Comments On Social Model Of Disability
- Dictator Book Club: Putin
- Links For August 2023
- Highlights From The Comments On Putin
- Bride Of Bay Area House Party
- Highlights From The Comments On Dating Preferences
- My Presidential Platform
- Links For September 2023
- 23
- Dictator Book Club: Chavez
- Hardball Questions For The Next Debate
- What Ever Happened To Neoreaction?
- Son Of Bride Of Bay Area House Party
- Links For January 2024
- The Psychopolitics Of Trauma
- 24
- 24
- Book Review: The Origins Of Woke
- Contra Stone On EA
- Failure To Replicate Anti-Vaccine Poll
- My 2024 Presidential Debate
- Prediction Markets Suggest Replacing Biden
- Some Practical Considerations Before Descending Into An Orgy Of Vengeance
- Your Book Review: Real Raw News
- Matt Yglesias Considered As The Nietzschean Superman
- Interview Day At Thiel Capital
- Links For September 2024
- 24
- ACX Local Voting Guides
- Secrets Of The Median Voter Theorem
- ACX Endorses Harris, Oliver, Or Stein
- Open Thread 354
- Mantic Monday: Judgment Day
- Congrats To Polymarket, But I Still Think They Were Mispriced
- Game Theory Of Michigan Muslims
- Book Review: The Rise Of Christianity
- Links For December 2024
- It’s Still Easier To Imagine The End Of The World Than The End Of Capitalism
- Subscrive Drive ‘25 + Free Unlocked Posts
- ACX Survey Results 2025
- 25
- Money Saved By Canceling Programs Does Not Immediately Flow To The Best Possible Alternative
- 1DaySooner’s Trump II Health Policy Proposals
- Deliberative Alignment, And The Spec
- Links For February 2025
- The Ozempocalypse Is Nigh
- Open Thread 377
- Links For April 2025
- The Populist Right Must Own Tariffs
- Open Thread 380
- Moldbug Sold Out
- The Other COVID Reckoning
- Contra MR On Charity Regrants
- Sorry, I Still Think MR Is Wrong About USAID
- If It’s Worth Your Time To Lie, It’s Worth My Time To Correct It
- “But” vs. “Yes, But”
- Links For July 2025
- Your Review: The Astral Codex Ten Commentariat (“Why Do We Suck?”)
- Open Thread 399
- Fascism Can’t Mean Both A Specific Ideology And A Legitimate Target
- Tech PACs Are Closing In On The Almonds
- Highlights From The Comments On Fatima
- Links For October 2025
- What Happened To SF Homelessness?
- Links For December 2025
- Against Against Boomers
- Highlights From The Comments On Vibecession
- Mantic Monday: The Monkey’s Paw Curls
- The Dilbert Afterlife
- Highlights From The Comments On Scott Adams
- Links For February 2026
- Mantic Monday: Groundhog Day
- SEIU Delenda Est
- Support Your Local Collaborator
Related Pages
-
- Twitter (44 shared issues)
-
- US (37 shared issues)
-
- Biden (31 shared issues)
-
- China (30 shared issues)
-
- Donald Trump (30 shared issues)
-
- United States (26 shared issues)
-
- California (25 shared issues)
-
- Elon Musk (24 shared issues)
-
- New York Times (24 shared issues)
-
- Ukraine (24 shared issues)
-
- NYT (23 shared issues)
-
- COVID (22 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.
That's taken up most of my time over the past six months. Going back to blog posts like this is a strange feeling. I wondered if I'd enjoy the break. I didn't particularly; it felt at least as much like trying to resist an addiction as it did resting from a difficult task. There's so much left to say! I never got the chance to tell you whether the SSC Survey found birth order effects to be biologically or socially mediated! And the predictive processing community is starting to really chip away at the question of why psychotherapies work - I need to explain this to someone else before I can be sure I understand it! I only discovered taxometrics a few months ago and I haven't talked your ears off about it yet - that will change! I made predictions about Trump - now that he's come and gone I need to grade them publicly so you can raise or lower your opinion of me as appropriate! And there's the book review contest! We are absolutely going to do the book review contest!
Actually, most of the complaints I've heard have been from people like Weyl (Princeton PhD, Harvard postdoc, Principal Researcher at Microsoft New England). The “widespread public backlash” link goes to a book by Anand Giridharadas (Harvard PhD student, former McKinsey consultant, New York Times columnist). The actual normal people I talk to are broadly supportive. Some of my blog commenters are populist Trump supporters, and although they sometimes tell me I'm crazy for donating my money the way I do, they accept I have the right to spend it how I want and don't bother me much about it.
And would Weyl's suggestions really help prevent populist backlashes? He wishes we abandoned our overly-rational ways in favor of "humanities, Continental philosophy, and the humanistic social sciences" - isn't that usually code for stuff like queer theory, postcolonial theory, and postmodernism? Are working-class Trump supporters really banging on their keyboards when they read about effective altruism, shouting "YOU NEED TO STOP TRYING TO BE OBJECTIVE AND FACT-BASED, AND BE MORE OPEN TO INSIGHTS FROM QUEER THEORY AND POSTMODERNISM"?
This is called negative partisanship, and apparently it's the driver of our entire political system. This is especially true among independents - if you ask them why they voted for an R or D in a certain election, they're more likely to talk about hating and fearing the other party than about supporting their choice. But it seems to be true among partisans as well. One explanation for why Trump did so well among Republicans, despite his apparent forsaking of many Republican sacred cows on the campaign trail, was that he credibly promised to accomplish the one thing most Republicans want from their political leaders - not being a Democrat. Likewise, Joe Biden seems to be doing pretty well for himself right now based on a bold platform of not being Donald Trump. Klein believes this is pretty typical. He cites studies among Republicans showing that increasing some measure of liking Republicans one unit only makes them 3% more likely to donate to a campaign; increasing the same measure of hating Democrats the same amount makes them 11% more likely (there are similar numbers for the other side).
That having been said, I don't think he acquits himself well here. Some of his arguments aren’t great (the Republicans "launched a bizarre and unpopular campaign to impeach Clinton", but Clinton was obviously okay and didn't deserve impeachment, so the GOP has gone crazy and is a threat to democracy). He refers to data "showing Congressional Republicans have moved further left than Democrats have moved right", which I think is a typo (isn't the usual argument that Republicans have moved further right than Democrats have moved left?) but he never gets around to presenting it, instead gesturing at how it's obvious by looking at the Trump campaign vs. the Clinton campaign. This does not seem obvious to me. Trump holds basically the same positions that Americans in the mainstream of either party would have held in a less polarized time (eg 1995); Clinton holds positions that everyone in 1995 (including her husband) would have thought insane, radical, and ultra-far-left.
But after a bit of this he regains his footing and segues into a stronger argument that might give even conservatives some food for thought. Klein notes that although both Democrats and Republicans have some extremists in their coalition, the institutional Democrats seem to be doing a better job preventing them from gaining power. In a purely structural sense, without getting into whether you believe they're morally equivalent or whatever, the democratic socialists/Bernie Sanders seem to be an "insurrection" comparable to the Tea Party/Trump on the Republican side. But the mainstream neoliberal Republicans surrendered to the Tea Party and to Trump in rapid succession, and the mainstream neoliberal Democrats are still resisting. The Democrats' Tea Party equivalent is probably AOC, but she and her allies are still a small minority in the Democratic caucus. And the Dem presidential nomination went to Joe Biden, a moderate who wouldn't look out of place running for president in 1988 (in fact...). Why We're Polarized was published too early to mention Biden in this context, but we can count him as a correct prediction for its theory.
4. They further presented a more general case that I am six-degrees-of-Kevin-Bacon-style linked to right-wing / pro-Trump figures in Silicon Valley like Peter Thiel. This is true – I can think of a friend of mine who also knows Peter Thiel. In fact, I met Peter Thiel once, kind of unexpectedly, at a party, long before Trump was in the news, and exchanged about two sentences of conversation with him (I don’t think he had the slightest idea who I was, nor was there any reason he should have). I have never personally met the other right-wing figures named in the article. I wrote a 30,000 word condemnation of one of them on my blog a few years ago, and we have since had some email exchanges about to what degree this was unfair. I received a sympathetic email from another of them about the Times article. Others I have had literally no contact with. Again, it would not surprise me if I was a few degrees of social separation from some of these people. I don’t feel like this means I have done anything wrong, and I assume most people are a few degrees of social separation away from a Republican or Trump supporter. I myself am a Democrat, voted Warren (IIRC) in the primary, and Biden in the general.
Inline links: a 30,000 word condemnation, would not surprise me if
2: Vitalik Buterin talks about his adventures winning $50,000 betting against Trump on Ethereum prediction market Augur. It took a pretty complicated chain of crypto contracts to make it work, and I look forward to the time when people will be able to use this technology fluidly without having to literally be Vitalik Buterin. He concludes (like many people) that prediction markets were kind of dumb this past election but there are reasons to think they can get smarter fast:
Inline links: talks about his adventures
3: This week on Metaculus: will a third-party candidate win 5%+ of the popular vote in 2024? Users say 15% chance, which I started out thinking was way too high. But they reminded me that Perot did in both '92 and '96, and if something's happened two of the last eight times it could have, maybe it's actually kind of common? Add that to the constant threats by Trumpist or anti-Trumpist conservatives to split from the Republican party, and maybe they're not crazy? I'm still betting against.
This was meant to be a proxy for whether there would be a lot of uncertainty about who won the election because of trouble counting mail-in ballots. There was - it took the major networks a few days to call it for Biden, whereas they usually can do it that night. But unrelatedly, even after the networks called it for Biden the prediction markets failed to converge; some combination of high fees, transaction limits, and very stubborn Trump supporters. I think you could still buy shares of Biden for 94 cents almost up until the inauguration. Definitely true.
Aren't I just describing well-off people? No. Teachers, social workers, grad students, and starving artists may be poor, but can still be upper-class. Pilots, plumbers, and lumber barons are well-off, but not upper-class. Donald Trump is a billionaire, but still recognizably not upper class. The upper class is a cultural phenomenon.
Trump stood against the upper class. He might define them as: people who live in nice apartments in Manhattan or SF or DC and laugh under their breath if anybody comes from Akron or Tampa. Who eat Thai food and Ethiopian food and anything fusion, think they would gain 200 lbs if they ever stepped in a McDonalds, and won't even speak the name Chick-Fil-A. Who usually go to Ivy League colleges, though Amherst or Berkeley is acceptable if absolutely necessary. Who conspicuously love Broadway (especially Hamilton), LGBT, education, "expertise", mass transit, and foreign anything. They conspicuously hate NASCAR, wrestling, football, "fast food", SUVs, FOX, guns, the South, evangelicals, and reality TV. Who would never get married before age 25 and have cutesy pins about how cats are better than children. Who get jobs in journalism, academia, government, consulting, or anything else with no time-card where you never have to use your hands. Who all have exactly the same political and aesthetic opinions on everything, and think the noblest and most important task imaginable is to gatekeep information in ways that force everyone else to share those opinions too.
I hear you're having a post-Trump identity crisis. Your old platform of capitalism and liberty and whatever no longer excites people. Trump managed to excite people, but you don't know how to turn his personal appeal into a new platform. Most of what he said was offensive, blatantly false, or alienated more people than it won; absent his personal magic it seems like a losing combination. You seem to have picked up a few minority voters here and there, but you're not sure why, and you don't know how to build on this success.
Inline links: having a post-Trump identity crisis
Metaforecast is a prediction market search engine. So if you want to see what every prediction market has to say about Trump, you can search “Trump” and get all relevant markets. In theory. In practice it still has a way to go in terms of delivering relevant things and avoiding irrelevant things.
Inline links: Metaforecast
- The specifics of Sanders' supposed sellout. What issues, specifically, does Bernie stand accused of shifting on? As near as I can tell, the only one on offer is that Bernie seems to have agreed with most Democrats that there was some sort of corruption involving Trump and Russia. Setting aside for the moment the various mottes and baileys imposingly shadowed here, I simply do not see a case made that any significant mass of (Democratic primary) voters were specifically motivated by an *absence* of this. And while Bernie was not a contrarian on this issue, neither did he especially lean into it. You can point to statements he made while being interviewed on news shows, but certainly it came up much less in his stump speeches than class issues.
As someone who followed his primary campaigns closely in 2016 and 2020 and supported him in both, I can't buy into this thesis. My view is much simpler: Bernie never had a majority of the primary electorate. In 2016 his numbers were puffed up by non-ideological anti-Hillary votes and in 2020 Democratic candidates simply coordinated to stop Bernie in exactly the way Republican candidates failed to do with Trump. The article skewers a straw man by contrapositing its arguments from "if the Democratic party was so desperate to rally around Biden...." They were not, any more than Republicans were eager to rally around Ted Cruz! The difference is they sucked up and did it when the circumstances left it as the only option. This is not corruption, A endorsing B to put them over C is basic coalition politics as they have been practiced in every Presidential nominating process since the introduction of the party system.
And while I know people here are loath not to take others at their word, I would also like to suggest a distinction between class-first leftists and "class-first leftists." Class-first leftists spend most of their time talking about class, are usually found in obscure academic journals and activist groups, and often have wonkish opinions about monetary policy and the labor theory of value. "Class-first leftists" spend most of their time talking about identity politics, can be found on Twitter, Fox News, or erstwhile pro-Trump outfits like American Affairs, and have often have wonkish opinions about how Republicans are correct to say that idpol is bad and Russiagate is fake, prefaced with "as a class first leftist,"
This also sparked a discussion about whether Donald Trump was “upper class”, with one person arguing in support that he owns gold toilets, and someone else responding that gold toilets are the least classy thing imaginable. Good summation of the difference between economic vs. cultural models of class!
Old money types like me will always have an honorary place in the upper classes but the other reason that the upper classes have opened up for the billionaires is that the traditional old money is in the process of drying up. Old money used to be defined as 19th century or earlier in origin, and was eventually opened to make way for the descendants of the robber barons of the Gilded Age. But with relatively few exceptions, it stopped opening up after that, and fortunes made in the latter half of the twentieth century really don't get you much status (look no further than Trump). Meanwhile those proper old money fortunes continue to get divided generation after generation so I guess it was inevitable that the billionaires with some decent taste would have to refresh the ranks.
...until recently! As far as I know, the first official journalists to do something like this were Dylan Matthews, Kelsey Piper and Sigal Samuel at Vox. They're trying again this year, but now they're joined by a pretty big name in traditional punditry - Matt Yglesias, formerly of Vox, now here at Substack. In theory you can read the relevant post here, but it’s paywalled. We'll start with the predictions themselves, then talk about what this means for journalism. Here are the questions to be predicted:
1. Jon Ossoff and Raphael Warnock win the Georgia Senate races 2. The same party wins both Senate races in Georgia 3. Joe Biden ends the year with his approval rating higher than his disapproval rating 4. Joe Biden ends the year with his approval rating above 50% 5. US GDP growth in 2021 is the fastest of any year of the 21st century 6. The year-end unemployment rate is below 5 percent 7. The year-end unemployment rate is above 4 percent 8. Lakers win the NBA championship 9. Joe Biden ends the year as president 10. Nancy Pelosi sets a definitive retirement schedule 11. A vacancy arises on the Supreme Court 12. The EU ends the year with more confirmed Covid-19 deaths than the US 13. Substack will still be around 14. People will still be writing takes asking if Substack is really sustainable 15. Apple releases new iMacs powered by Apple silicon 16. Apple does not release a new Mac Pro powered by Apple silicon 17. Monthly year-on-year core CPI growth does not go above 2 percent 18. Monthly year-on-year core CPI growth does not go above 3 percent 19. Lloyd Austin not confirmed as Defense Secretary 20. No federal tax increases are enacted 21. Biden administration unilaterally relieves some but not all student debt 22. United States rejoins JCPOA and Iran resumes compliance 23. Israel and Saudi Arabia establish official diplomatic relations 24. US and China reach agreement to lift Trump-era tariffs 25. Slow Boring will exceed 10,000 paid members
1. Jon Ossoff and Raphael Warnock win the Georgia Senate races (60%) 2. The same party wins both Senate races in Georgia (95%) 3. Joe Biden ends the year with his approval rating higher than his disapproval rating (70%) [83%] 4. Joe Biden ends the year with his approval rating above 50% (60%) [60%] 5. US GDP growth in 2021 is the fastest of any year of the 21st century (80%) [84%] 6. The year-end unemployment rate is below 5 percent (80%) 7. The year-end unemployment rate is above 4 percent (80%) 8. Lakers win the NBA championship (25%) [25%] 9. Joe Biden ends the year as president (95%) [96%] 10. Nancy Pelosi sets a definitive retirement schedule (60%) 11. A vacancy arises on the Supreme Court (70%) [50%] 12. The EU ends the year with more confirmed Covid-19 deaths than the US (60%) [80%] 13. Substack will still be around (95%) 14. People will still be writing takes asking if Substack is really sustainable (80%) 15. Apple releases new iMacs powered by Apple silicon (90%) [84%] 16. Apple does not release a new Mac Pro powered by Apple silicon (70%) [53%] 17. Monthly year-on-year core CPI growth does not go above 2 percent (70%) 18. Monthly year-on-year core CPI growth does not go above 3 percent (90%) 19. Lloyd Austin not confirmed as Defense Secretary (60%) 20. No federal tax increases are enacted (95%) 21. Biden administration unilaterally relieves some but not all student debt (80%) 22. United States rejoins JCPOA and Iran resumes compliance (80%) 23. Israel and Saudi Arabia establish official diplomatic relations (70%) [38%] 24. US and China reach agreement to lift Trump-era tariffs (70%) 25. Slow Boring will exceed 10,000 paid members (70%) [75%]
Second, if there was a single moment went things obviously took a turn for the worse in Turkey, it was the Ergenekon trials - Erdogan's attempt to forge evidence of an anti-Turkey conspiracy involving all of his enemies. This makes me a little more concerned about things like QAnon than I had been previously - if Trump had arrested various prominent Democrats for their role in a Deep State pedophile ring, that would be pretty similar to the tactic Erdogan used to seize ultimate power. On the other hand, the thing where Democrats talk about how Trump supporters entering the Capitol was an “attempted coup” and we need lots of “domestic terror laws” and a grand attempt to uncover the complicity of the mainstream Republican establishment and bring them to justice - that also feels a little too Erdoganesqe for comfort. Having ideas about the Deep State and attempted coups floating around, sounding vaguely credible, was a major factor in Erdogan's success. The more skeptical we can be of that sort of thing, the better.
All the stuff about liberal cosmopolitan secular Europeanized Turks sipping cocktails in Nisintasi hotels sounded like the upper class. And all the stuff about poor honest nationalist Anatolian Muslim Turks from the Black Sea coastal regions sounded a lot like the lower class. Erdogan, like Trump and other figures accused of right-wing populism, claimed to be standing up for the cultural lower class against the cultural upper class.
When elites use the government to promote elite culture, this usually looks like giving grants to the most promising up-and-coming artists recommended by the art schools themselves, and having the local art critics praise their taste and acumen. When the populace uses the government to promote popular culture against elite culture, this usually looks like some hamfisted attempt to designate some kind of "official" style based on what popular stereotypes think is "real art from back in the day when art was good", which every art school and art critic attacks as clueless Philistinism. Every artist in the country will make groundbreaking exciting new art criticizing the government's poor judgment, while the government desperately looks for a few technicians willing to take their money and make, I don't know, pretty landscape paintings or big neoclassical buildings.
Inline links: big neoclassical buildings
Other times it's harder. To choose an example close to my own heart, is it really true - as asserted without argument on page 422 - that Spartan hoplites are antifragile but bloggers are fragile? Spartan hoplites are good at war, which is a sort of disorder (though it's not clear they exactly benefit from it). But in other ways they seem quite fragile. Even slight deviations from their ideal conditions (flat open ground, with a slow enemy lumbering toward them from the front) would knock them off balance. A single break in the ranks would doom them. If a flood or avalanche hit, being stuck in unwieldy armor would assure them a swift death. As for bloggers, during all the greatest crises of the past few years - Trump's election, the BLM protests, coronavirus - my hit count skyrocketed, as people looked for writing that would help them make sense of the situation. What could be a purer example of gaining from volatility?
Next up: I’m going to try to grade my predictions for the Trump administration, then make some more predictions in this format for next year. But along with that, I want to keep a running prediction log of things I’m actually blogging about, or things I’m thinking about at the time - you can see what I have so far here.
Inline links: here
POLITICS: 21. Democrats nominate Biden, and he remains nominee on Election Day: 90% 22. Balance of evidence available on Election Day supports (as per my opinion) Tara Reade accusation: 90% 23. Conditional on me asking about Reade on SSC survey, average survey-taker’s credence in her accusation is greater than 50%: 70% 24. …greater than 75%: 10% 25. …greater than credence in Kavanaugh accusation asked in the same format: 40% 26. Trump is re-elected President: 50% 27. Democrats keep the House: 70% 28. Republicans keep the Senate: 50% 29. Trump approval rating higher than 43% on June 1: 30% 30. Biden polling higher than Trump on June 1: 70% 31. At least one new Supreme Court Justice: 20% 32. I vote Democrat for President: 80% 33. Boris still UK PM: 90% 34. No new state leaves EU: 90% 35. UK, EU extend “transition” trade deal: 80% 36. Kim Jong-Un alive and in power: 60%
Inline links: 26. Trump is re-elected President: 50%
CNN confronted an old woman on the front lawn of her Florida home for the crime of having used her little Facebook page to promote a pro-Trump event they claimed was engineered by Russians. The same network threatened to expose the identity of another private citizen who created an anti-CNN meme unless he begged and promised not to do it again. HuffPost doxed the real-life name of an anonymous critic of Islam (whose spouted views I find repellent) and triggered a boycott of her family’s business.
23: Pew feature on political mutual understanding - just 2% of Biden/Trump voters feel like Trump/Biden voters understand their point of view “very well”. What would they say if they had the chance to explain themselves? Pew collects several dozen people’s (very short) answers. Seem to be divided 50/50 between “we wish you understood how we’re all on the same team trying to build a better world” and “we wish you understood how much you suck”. Semi-related: QAnon-ers try to explain who they are and what they want people to understand about them.
I wrote this during a time when people were making extreme claims about Trump’s purported racial policies. Matt Yglesias (then at Vox) wrote that “My guess is in a Trump administration angry mobs will beat and murder Jews and people of color with impunity”. Jamelle Bouie (of Slate) agreed and said we were on the edge of “state-sanctioned racial violence”. Salon literally wrote an article called If Trump Wins, Say Goodbye To Your Black Friends (it was subtitled “A Modest Proposal”, but my impression is the joking part was the suggestion to build a black separatist nation in Atlanta). Vox wrote about how minority kids believed they would be forced to leave the country; therapists were called in to help Muslim kids who believed Trump was going to kill them.
Inline links: wrote that, said, If Trump Wins, Say Goodbye To Your Black Friends, minority kids believed they would be forced to leave the country, Trump was going to kill them
I wrote a post stating that the Trump administration would not feature angry mobs killing minorities with impunity, would not feature state-sanctioned racial violence, would not feature an especially large number of hate crimes, and would not feature the state supporting and refusing to prosecute hate crimes. I said Trump was not an “open” white supremacist and probably not a white supremacist at all except in whatever boring way you can call anyone who isn’t super-woke a white supremacist. I said that he was not getting especially high support from white voters, that he was doing better with voters of color than other Republicans, and that attempts to paint his base as especially white were bad statistics. I tried to make it very clear that this was trying to be a low-scope pushback against these particular claims, and not some sort of generic screen in favor of Trump. I gave my thesis as:
I think time has proven me right here. There was no large-scale state-sponsored violence against minorities during the Trump presidency. Trump’s race-related policies were similar to those of other recent Republican presidents. The three most-discussed Trump supporter hate crimes all turned out to be hoaxes (1, 2, 3, I swear I’m not trying to cherry-pick, these really were the most discussed incidents at the time). There was no huge spike in hate crimes during the Trump presidency, just fluctuations of about the same scale as during previous years. The much-reported-upon study showing that Trump rallies increased local hate crimes was reanalyzed and found to be wrong; adjusting for population correctly showed they did not increase hate crimes at all. Trump lost support among white voters, and gained support among voters of color at an unprecedented rate among Republicans. The KKK and Richard Spencer did not play a major role in the Trump administration, and the media stopped covering them in favor of new, less-racialized pro-Trump groups like QAnon.
1: I've updated my Mistakes page with some corrections to my most recent posts. In particular, among my Trump predictions, one that I graded right should have been wrong, and another that I graded right should have been indeterminate. On the Global Economic History post, I blamed the book for falsely saying that Italy had a higher GDP than Great Britain, but that was true ten years ago when the book was written. There were also various smaller errors.
Inline links: my Mistakes page
US/WORLD 1. Biden approval rating (as per 538) is greater than 50%: 80% 2. Court packing is clearly going to happen (new justices don't have to be appointed by end of year): 5% 3. Yang is New York mayor: 80% 4. Newsom recalled as CA governor: 5% 5. At least $250 million in damage from BLM protests this year: 30% 6. Significant capital gains tax hike (above 30% for highest bracket): 20% 7. Trump is allowed back on Twitter: 20% 8. Tokyo Olympics happen on schedule: 70% 9. Major flare-up (significantly worse than anything in past 5 years) in Russia/Ukraine war: 20% 10. Major flare-up (significantly worse than anything in past 10 years) in Israel/Palestine conflict: 5% 11. Major flare-up (significantly worse than anything in past 50 years) in China/Taiwan conflict: 5% 12. Netanyahu is still Israeli PM: 40% 13. Prospera has at least 1000 residents: 30%
I'm not sure when racial issues completely eclipsed gender-related ones, but it must have happened by 2016. Consider: Hillary Clinton, a historic first woman candidate. Her opponent, Donald Trump, a man who has been accused of sexual misconduct by "at least 23 women since the 1980s", and who was caught on tape saying he liked to "grab [women] by the pussy". While this angle wasn't exactly ignored, it took obvious back burner to a massive and coverage-dominating debate over the possibility that Trump might be racist, based mostly on his position about immigration plus a few ambiguous remarks that he later denied meaning.
The term rose to prominence on August 26, 2016, when Hillary Clinton gave a major speech declaring the online alt-right to be a growing threat. This was obviously a ploy to link her opponent, Donald Trump, to a growing threat, but the ploy worked, and everyone agreed they were threatening.
Eight years earlier, John McCain was running for President. He had previously told reporters "I hate the gooks. I will hate them as long as I live," and never apologized or backed down. And he was running against the first black major-party presidential candidate. And the media still couldn't really muster up the effort to accuse him of racism in any kind of meaningful way. Meanwhile, Trump could have gone on stage wearing an "ASK ME ABOUT MY SEXUAL ASSAULT ALLEGATIONS" t-shirt, and every single question would have been about race.
I think the main reason young people didn't go right wing, as you were predicting in 2014, was internet censorship. Before 2016, the internet was basically a free market of ideas. I once put together data on prominent twitter bans, not very scientific but I'm sure the story is correct. I couldn't find anything before 2015, and then there was an avalanche of bannings after Trump's election.
Inline links: I'm sure the story is correct
They support Trump because he angers people but then people storm the Capitol and the boys back off. But every day some of them become radicalized - by Q, or by Spencer before him, or by redpill before that.
I know anger looks bad, and I try hard not to sound angry, and I think I succeed really amazingly well. You have no idea how non-angry I can sound about malaria killing millions of people, or climate change killing millions of people, or Donald Trump, or Xi Jinping, or all sorts of other terrible things and people. Overall given how enraging the world is, I think I’m doing a really commendable job of not sounding angry all the time. But everyone fails on something and for me it’s this.
There is also an anti-police blogosphere, an anti-Trump blogosphere, and an anti-North-Korea blogosphere. Sometimes people form a blogosphere against a thing because it is bad. One of the people in the anti-FDA blogosphere is that guy who lost his intestine because the FDA delayed his drug for five months arguing about a warning label. People get angry when the FDA almost kills them. Then they write pieces about their anger. I’ve never had the FDA almost kill me personally, but I have had it hobble my efforts to help some really desperate patients who I’ve grown kind of attached to over the years, and yeah, that also makes me angry. If your response is “this comes from an angry person so I can ignore it”, I think you will miss a lot of important stories, not just FDA-related ones.
Richard Hanania of the Center For The Study Of Partisanship And Ideology asks "why is everything liberal?" Given that there are approximately equal numbers of Trump voters and Biden voters in elections, how come we have "woke capital" celebrating Pride Month, instead of unwoke capital celebrating some conservative cause (as might have happened fifty years ago)? How come conservatives worry about censorship by liberal tech companies instead of vice versa? How come conservatives worry about college turning their kids liberal instead of vice versa?
In 2016, for the first time, the richest 1% were more likely to support Democrats than Republicans. This may have reversed in 2020 - I can't find the vote broken down by income percentile, but there was a general trend for rich people to be somewhat more likely to support Trump than in 2016. If this is real and continued, it might bring the US closer to the European mainstream.
Inline links: a general trend
In my review of Art Of The Deal, I quoted Donald Trump's advice on dealing with reporters:
Inline links: my review
I have a friend who studied the history of fascism. She gets angry when people call Trump (or some other villain du jour) fascist. "Words have meanings! Fascism isn't just any right-winger you dislike!" Maybe she takes this a little too far; by a strict definition, she's not even sure Franco qualifies.
Both are much more similar to each other than either to Trump. Nobody thought Trump was honestly religious, and nobody thought he was a beacon of ascetism and non-corruption. I was going to add that Trump never had any history as a competent regional administrator, but I guess people who believed his reality show persona believed he was an unusually skilled businessman, which maybe ticks that box. He didn't shed a far-right image to appeal to center-right capitalists - he kind of did the reverse - but maybe the fundamental nature of the Republican Party did that balancing act for him.
Gurri talks a lot about Center and Border, but barely even mentions Left and Right. Once you reintroduce these, you have a solution to nihilism. The Left can come up with a laundry list of High Modernist plans that they think would solve all their problems, and the Right can do the same. Then one or the other takes control of government, gets thwarted by checks/balances/Mitch McConnell, and nothing happens. No American Democrat was forced to conclude that just because Obama couldn't solve all their problems, the promise of High Modernism was a lie. They just concluded that Obama could have solved all their problems, but the damn Republicans filibustered the bill. Likewise, the Republicans can imagine that Donald Trump would have made America great again if the media and elites and Deep State hadn't been blocking him at every turn. Donald Trump himself tells them this is true!
Or is this ignoring fundamental asymmetries? The Right can (sometimes) muster up trust in Donald Trump and Fox News, but they still seem pretty Border. Meanwhile, the center-left is celebrating mainstream journalists and universities and experts with a vigor that seems perhaps more desperate, but no less intense, than in the 20th century. Perhaps this will change; the Right could swing back to being Romneycrats, and Bernie and AOC could still take over the left. But so far it doesn't look that way. Maybe the occasional tendency of the US to switch party systems has captured the center-vs-border conflict and subsumed it into the broader left-right one.
Realistically this was all a sham. Alan Greenspan had no idea how to prevent recessions, scientific progress was slowing down, poverty remained as troubling as ever, and 50% of public school students stubbornly stayed below average. But the media trusted the government, the people trusted the media, and failures got swept under the rug by genteel agreement among friendly elites, while the occasional successes were trumpeted from the rooftops.
Shor’s critics argue that he’s too focused on the popularity of what Democrats say, rather than the enthusiasm it can unleash. When pressed, Podhorzer called this theory “viralism” and pointed to Trump as an example of what it can see that popularism cannot. “A lot of things Trump did were grossly unpopular but got him enormous turnout and support from the evangelical community,” Podhorzer said. “Polling is blind to that. Politics isn’t just saying a thing at people who’re evaluating it rationally. It’s about creating energy. Policy positions don’t create energy.”
So he declared war on migrants. He told them to leave. He put up giant billboards all across the country, saying things like “Migrants: Remember you can’t take Hungarian jobs!” - but as lots of people pointed out, the messages were in Hungarian rather than Arabic, making it pretty clear these were for domestic consumption. And in fall 2015, he constructed a Trump-style wall along the eastern border. Immigration numbers dropped from tens of thousands a month to a trickle.
The Hungarian border fence (source). Does anyone want to explain why this wall apparently worked but everyone says Trump’s wouldn’t? This certainly successfully raised Orban’s popularity within Hungary. It so completely outflanked Jobbik that they gave up on being neo-Nazi and switched to being a moderate pro-EU party that “rejects hatemongering” (what is it with Hungarian parties changing their whole platform?), then declined into irrelevance. Even if Orban hadn’t spent the past five years mangling the Constitution to make it impossible to ever not elect him, he probably still would have won elections in a landslide.
Inline links: source
To that end, he - probably sarcastically - opened Hungary to “genuine refugees”, by which he meant refugees from globalism - “Germans, Dutch, French and Italians, terrified politicians and journalists, who here in Hungary want to find the Europe they have lost in their homeland”. A few right-wingers took him up on it and resettled in Hungary. Potentially his most famous admirer is former Trump campaign strategist Steve Bannon, who’s been going back and forth to Hungary as part of his plan to build a populist network across Europe.
Inline links: former Trump campaign strategist Steve Bannon
Another is to be Donald Trump. Go against elite opinion, have all of the elites hate you, and - realistically - don’t accomplish very much. When you try to accomplish something, the courts will declare it unconstitutional, the media will attack it, and academic experts will say the evidence is against it. You can ram the government really hard against all these other institutions and try to break past by sheer inertia, but it’s a tough battle.
Several people pointed out reasons why Orban’s wall worked but Trump’s wouldn’t. E Dincer writes:
Inline links: E Dincer
1) Unlawful entry only accounts for a small portion of illegal immigration in the US, with most immigrants entering legally and overstaying their visas. [This article](https://www.theatlantic.com/international/archive/2019/04/real-immigration-crisis-people-overstaying-their-visas/587485/) was the first Trump-era hit on the subject I found on Google. As far as I can tell, the current numbers are similar, with there being about double the number of visa overstays annually as unlawful entries. Obviously a wall would only affect unlawful entry.
I think also missing is the behavior of conservative political and media elites, who are actually in a social class where they might have immunologist relatives but who kept up anti-blue tribe COVID skepticism. Trump is vaccinated, Fox News has an internal vaccine passport system, these are the people best positioned to persuade skeptics motivated by 'hostile aliens' and they refuse to do it because maximal ongoing culture war serves their interests.
Many people said something similar. I’ll admit I’m confused what’s going on here. Articles like Trump Booed In Alabama After Promoting COVID Vaccine make me think that the conservative elites know it works, have gotten vaccinated, briefly tried recommending this to their constituents, learned their constituents didn’t like this, and since then have been awkwardly punting questions about it.
Boris Johnson (left) is 5’9, so the guy in the middle must be gigantic. Who is he? Looks like it’s Milo Djukanovic, President of Montenegro, who’s 6’6 (198 cm). Is he the tallest world leader? It seems like he’s tied with his colleague across the border, Serbian president Aleksandar Vucic. Why are Balkan leaders so tall? As usual, the answer is “genetics”. This article says: It has been noted that men from Herzegovina are taller on average than men in other places—the average male height is just over six feet...Putting all the data together, researchers concluded that the most likely cause of larger-than-average height of Herzegovinian men is lifestyle during the Paleolithic—men hunted large animals such as mammoth for survival—such a diet, heavy in protein, combined with small population densities, would have provided ideal conditions for height selection, resulting in increasingly taller men who passed the trait down through their I-M170 chromosome to future generations. Some sources note that they manage to beat the Dutch despite the latter country’s much higher human development index. The Dutch are probably tall through a combination of nature and nurture; Balkan people are tall through nature alone. 7: Eliezer Yudkowsky doesn’t need more ego boosts, but an idea he had a couple of years ago - using strings of bright lights to provide a better and brighter experience for Seasonal Affective Disorder sufferers than regular light boxes - spread from him to the rationalist community to the wider world, and has finally gotten tested in a formal study (see Acknowledgments section). Results seem vaguely positive: "SAD symptoms of both groups improved similarly and considerably...exploratory analyses indicate that a higher illuminance is associated with a larger symptom improvement in the BROAD light therapy group" 8: Percent of people who choose woke options on polls very tentatively and preliminarily seems to be going down post-Trump (h/t Richard Hanania). 9: Twitter conspiracy theories 10: Did you know: all those reconstructions of “how classical art would have looked with the original paint” are probably inaccurate. There is no reason to think the Greeks and Romans used garish technicolor hues on their statues; what evidence we have suggest they were good at shading, and the statues were probably colored very tastefully. 11: Complaints about how Karl Friston uses the term “Markov blanket” 12: Trevor Klee on the claim that cyclosporine patients don’t get dementia. Apparently there was a big study where basically nobody on the immunosuppressant cyclosporine ever got dementia, and there are some theoretical reasons why cyclosporine might prevent neurodegeneration. But another study found people on cyclosporine got dementia at the usual rate. I think in a situation like this you should have a really high prior on “the people who got the crazy result bungled their study somehow”, but I’m interested in hearing what other people think. 13: Also from Trevor: a history of fluvoxamine treatment for COVID. 14: To tide you over until the next book review contest, here is awanderingmind’s review of The Conquest Of Bread. 15: Claims: cnbc.com/2021/11/05/sam…\nft.com/content/dcb75a… (better article, but paywalled)","username":"moskov","name":"Dustin Moskovitz","profile_image_url":"","date":"Fri Nov 05 15:49:46 +0000 2021","photos":[],"quoted_tweet":{},"reply_count":0,"retweet_count":184,"like_count":1188,"impression_count":0,"expanded_url":{"url":"https://www.ft.com/content/dcb75a56-ca23-439c-96db-56483979bf34","image":"https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/80a58c96-c72f-4301-b571-aa9384f132bd_2400x1350.jpeg","title":"Subscribe to read | Financial Times","description":"News, analysis and comment from the Financial Times, the worldʼs leading global business publication","domain":"ft.com"},"video_url":null,"belowTheFold":true}" data-component-name="Twitter2ToDOM"> 16: Big trial on Vitamin D for depression finds null result. Peter Attia tries to tear it apart here, but I am unconvinced, especially in the context of Vitamin D never working for any of the things people say it does besides the most boring aspects of bone health. 17: “California is actively considering the adoption of flawed and inequitable guidance on math curricula based on misleading data and inaccurate success metrics reported by San Francisco Unified School District (SFUSD)...Based on our review of the data, we found misleading, unsupported, and cherry-picked assertions of success for the new math program. We noted that overall test scores are down and enrollments in UC-approved advanced math classes have dropped as well.” It looks like San Francisco is trying the good old “lower standards, then when more kids meet the standards, claim your school reform plan worked” trick again. 18: A new study claims that self-reported “Long COVID” symptoms are more associated with believing you’ve had COVID than with actually having it (as measured by serologic testing), which sounds like pretty strong evidence that it’s psychsomatic. Expert reactions are mixed-to-negative, although the only one of these that doesn’t sound like excuse-making is Dr. Rossman’s about the unreliability of the tests. I haven’t confirmed test reliability stats but Philippe Lemoine also thinks this is a plausible confounder. 19: Noahpinion: What If Xi Jinping Just Isn’t That Competent? I appreciated this for making me think, and for underlining the extent of the difference between the Deng/Jiang/Hu era and what Xi’s doing. I especially appreciated this line, which I’d never thought about before: Xi presided over the end of China’s hypergrowth. To some extent this is not his fault. No country can grow at 10% forever, and there were many structural forces pushing downward on China’s numbers — the end of the demographic dividend, the exhaustion of rural surplus labor (the Lewis Turning Point), the saturation of export markets, and so on. But China is also slowing down earlier than South Korea, Taiwan, or Japan did in their day. China’s per capita GDP (at PPP) is still only about 1/3 that of a developed country, so if they stop catching up at about half of developed-country levels, that will not be a great showing. A big lesson of the past twenty years has been “actually liberal democracy isn’t necessary to reach developed-country status”, so it would be quite the twist if it turned out you needed liberal democracy to reach developed-country status. This gets pretty close to the great mystery of why some less-developed countries “catch up” and others don’t; whatever happens in China is going to be a really useful data point. 20: Variations on the fable of The Frog And The Scorpion. 21: You’ve probably heard about the University of Austin, the new project by a bunch of wokeness-critical academics to start a new university that won’t cancel people or force conformity (New York Post article, Politico article - these were the two least “you need to be super-outraged about this right now” articles I could find). Tyler Cowen and Larry Summers are involved; Steven Pinker was supposed to be but left for unclear reasons. My thoughts, in no particular order: Even forgetting the political aspect, attempts to start new universities are always welcome.
Inline links: Milo Djukanovic, Aleksandar Vucic, This article, in a formal study, Richard Hanania, Twitter conspiracy theories, There is no reason to think, Complaints about, cyclosporine patients don’t get dementia, a history of fluvoxamine treatment for COVID, The Conquest Of Bread, Vitamin D for depression, here, is trying, A new study, Expert reactions, Philippe Lemoine also thinks, What If Xi Jinping Just Isn’t That Competent?, Lewis Turning Point, slowing down earlier, per capita GDP (at PPP), the great mystery, Variations on the fable of The Frog And The Scorpion, New York Post article, Politico article
If we broaden our scope from the obvious mappings (Female President onto Trump) and admit that pure satires don't make the best cinema, at its broadest, it's a movie about institutional failure. Across party lines (though it skewers one more than the other, sure). It's for this reason it felt fresh to me and that I liked it. Institutional failure, even human failure, is becoming more and more obvious, as it's undeniable that our institutions, from academia to the White House, are more sclerotic and incapable and, well, foolish, than they either were in the past or appeared to be. And to me this movie was like an expression of America's Id realizing that over the past several years.
1. Biden approval rating (as per 538) is greater than fifty percent: 80% 2. Court packing is clearly going to happen (new justices don't have to be appointed by end of year): 5% 3. Yang is New York mayor: 80% 4. Newsom recalled as CA governor: 5% 5. At least $250 million in damage from BLM protests this year: 30% 6. Significant capital gains tax hike (above 30% for highest bracket): 20% 7. Trump is allowed back on Twitter: 20% 8. Tokyo Olympics happen on schedule: 70% 9. Major flare-up (significantly worse than anything in past 5 years) in Russia/Ukraine war: 20% 10. Major flare-up (significantly worse than anything in past 10 years) in Israel/Palestine conflict: 5% 11. Major flare-up (significantly worse than anything in past 50 years) in China/Taiwan conflict: 5% 12. Netanyahu is still Israeli PM: 40% 13. Prospera has at least 1000 residents: 30%
But this is a strong ask. Even if we don’t specifically distrust the agencies, this question is a combination of “did COVID originate in a lab?” and “how likely are public health agencies to claim this?”. I expect the question would have a different prediction if it asked about “one public health agency” or “five public health agencies” or “China’s public health agency” or “the public health agency during a hypothetical second Trump administration” or “before the end of 2030”. All of that means we can’t interpret the prediction literally as being about whether COVID originated in a lab.
People seem to put a lot of effort into proving that some democratic process which returned a morally abhorrent result wasn’t really democratic (eg Trump losing the popular vote, Hitler gaining power through a complicated process that wasn’t just democracy). Often they’re right, but who cares? If you want to make the case that democracy necessarily returns non-abhorrent results, I’d be very interested to hear that argument. Otherwise I think we should accept that possibility and try to plan around it when coming up with moral and political philosophies.
If the two word description of US politics is “democracy, checks-and-balances”, then the two word description of Chinese politics is “oligarchy, patrons-and-clients”. If this seems exotic, it shouldn’t: it’s not much different from how the US fills unelected posts like “ambassador” and “White House staffer”. The Trump presidency put this into especially sharp relief, either because Trump did it more blatantly than usual or just because Trump’s clients were so obviously different from the normal Washington crowd. Consider eg the appointment of Jeff Sessions (among the first Congressmen to endorse Trump) as Attorney General.
Just because nobody can consistently outperform prediction markets doesn’t mean people can’t do it once in a while. Scott Adams said that Trump would definitely win in 2016 when prediction markets were only saying 20% chance or so. This doesn’t mean Scott Adams is smarter than prediction markets, it means he got lucky. Nothing here rules out lucky people beating the market. It just rules out actually smart people beating the market so consistently that you can notice it before the problem gets corrected. Or at least, if this does happen, you can get very rich easily.
And yet “trust the US government” has so far failed to solve all of our epistemic problems. Partly this is because the US government constantly disagrees with itself (the FDA got in a fight with Biden over vaccine readiness; Trump’s EPA and Biden’s EPA made very different statements on climate change). Partly it’s because for internal political reasons or military/geopolitical reasons, the US government has lots of incentives to lie or stretch the truth. Partly it’s because other organizations with the same advantages as the US government make counterclaims (eg the Ukrainian government said their intelligence told them Russia wouldn’t invade, and they also seemed pretty trustworthy).
A lot of times, people ask: what if some very rich person tried to manipulate a prediction market? Like, what if there was a market on whether Trump would win the presidency, and Trump himself dropped $100 million into making it say YES, either out of vanity or in the hopes that people would think he was “inevitable” and stop resisting.
I am a pro labor Republican. As I indicated above, I believe that the labor movement is now with the Republican party. President Obama famously said certain manufacturing jobs would never come back to the United States. I can say a positive of President Trump’s presidency was his support to bring back manufacturing jobs to the United States (which he did).
In his spare time, Gavin is a family man. Although his first wife left him for Donald Trump Jr. (?!), he is happily remarried and has four children named “Montana”, “Hunter”, “Brooklynn”, and “Dutch”.
Inline links: his first wife
I like him and I wish him good luck. He’ll need it. I think his best hope is that Donald Trump says that our country needs Christian morals, and people misinterpret it as a Cristian Morales endorsement.
Counterinsurgency (COIN) In the case of Afghanistan, the Bush administration was so eager to go to war it avoided any other options. No evidence has ever emerged that Taliban (the political faction that ruled Afghanistan at the time) itself knew about the 9/11 attacks, much less planned it; the Afghan ambassador to Pakistan condemned the attacks on 9/12. “We don’t negotiate with terrorists” became the standard American line — before the war began, Taliban was willing to discuss bin Laden’s fate but the White House Chief of Staff refused; after the war began, Taliban was willing to hand over bin Laden to a third country for trial but White House refused just the same. In the case of Iraq, Bush was so eager to, in his own words, “Fuck Saddam, We’re taking him out” as early as February 2002 (and floated the idea of invading Iraq to Tony Blair), that on 9/17 Bush told his cabinet “I believe Iraq was involved, but I’m not gong to strike them now. I don’t have the evidence at this point.” The administration couldn’t find any evidence directly tying Saddam to 9/11, so they settled on the now-discredited lies of WMDs and “ties” between al-Qaeda and Iraq. “We don’t negotiate with terrorist”’ extended to the non-terrorist Saddam — before the war, Saddam was cooperating with the International Atomic Energy Agency; after the war began, Saddam was willing to accede to practically all Amercan demands but White House refused communication just the same. Just like in Afghanistan, the Bush administration had no interest in exploring any other option short of war. Two feuding factions within the Bush administration had little contact with each other: the war hawks (neocons like Cheney i.e. products of Lockheed Martin), supported by the Pentagon, did not want to do nation-building; those partial to nation-building (the State Department) did not want war. Bush agreed with the former at the start of the war, but once Saddam was removed, sided with the latter. The postwar plan for Afghanistan was officially determined by the Bonn Agreement of 2001, but neither Bush nor Cheney consider it to be worthy of much thought in their memoirs despite years of hindsight; the postwar plan for Iraq lay entirely in the hands of Paul Bremer as subsequent Deputy Committee meetings on Iraq stopped being conducted — there wasn’t a single meeting to discuss disbanding the Iraqi army that left 400,000 jobless former soldiers prime for insurgency. The Iraq war dealt with no real crisis but cost the US trillions of dollars and thousands of lives, plunged Iraq into two decades of intermittent civil war — a candidate for the worst American foreign policy failure in history, but a success for the careers of Bush (who won reelection and congressional seats) and his advisors who led the US into Baghdad (who went on to work for think tanks, the World Bank, and the Trump Administration). Once again, there is no grand strategy as each party was only self-interested in short-term gains. The Earlier Obama Years As a candidate, Obama campaigned in support of the Afghanistan war, and indeed his first foreign policy decision as president was to send thousands of additional troops to Afghanistan, largely due to overwhelming political pressure from top generals like Petraeus and McChrystal who boxed Obama into sending more troops by limiting the options presented to Obama, blatantly lobbying in press interviews, and threatening dire consequences like resigning from commanding troops in Afghanistan. We know Obama was hesitant as he announced at the same time that American troops would begin withdrawal in July 2011 (by 2015 he announced that American troop presence would stay in Afghanistan indefinitely). Obama’s second decision was to bomb al-Qadhafi in the name of Libyan regime change, due to domestic but this time also international political pressure from the heads of France and the UK who would face political embarrassment if Qadhafi’s regime, despite months of bombing and sanctions by the US-led coalition, recaptures the rebel-held Benghazi. NATO forces bombed al-Qadhafi’s convoy. Ten days after the killing of the dictator, the bombing campaign ended, and the subsequent decade of intermittent civil war faded from the American consciousnesss. Obama’s third decision was to cripple Assad’s regime in Syria with sanctions and by arming and training rebels, again due to overwhelming political pressure from hawkish ‘foreign policy community’ who still criticise Obama for having ‘done nothing’ despite spending $1 billion through the CIA and $500 million through the Pentagon, and crushing the Syrian economy. Top officials in the Obama administration admitted that assisting rebels would not change the course of war, nor was there any way to prevent arms from ending up in the hands of ISIS and al-Qaeda. Indeed, the Syrian civil war only got bloodier with American involvement. The Later Obama Years Obama’s first major decision was the war on ISIS with the reentry into Iraq from which all American troops withdrew just a few years ago in 2011, due to overwhelming political pressure and in the face of a potentially humanitarian catastrophe (ISIS was going to massacre the Yazidi religious sectarians in Mount Sinjar). This time, the United States would roll back all territorial gains of the Islamic State by working with the Iraqi government, Shia militias in Iraq, and the Kurdish-led Syrian Democratic Forces. Obama’s second decision was signing the Joint Comprehensive Plan of Acton (JCPOA) with Iran to stop its nuclear weapons programme in exchange for UN and EU sanctions to be lifted, $100 billion in assets seized by the US to be returned to Iran, and the US to stop implementing secondary or third-party sanctions. This time, Obama faced unusually significant pressure from Congress which passed the Iran Nuclear Agreement Review Act by overwhelming majority to be able to revoke JCPOA, but Obama signed JCPOA with Iran nonetheless as enough Democrats would be able to sustain a veto. This was the one and only decision that made sense from the perspective of classical IR theory — American leaders doing things they think are right for the country without a clear political payoff. Indeed, the Iranian nuclear agreement is the exception that proves the rule of public choice, as the deal was only possible near the end of Obama’s second term, and at the end cancelled by Trump upon entering office — a president’s foreign policy accomplishment made without the support of concentrated interests only lasted as long as his administration. 6. Learning From American Foreign Policy Failures IR theorists widely acknowledge that it was a mistake to invade Vietnam and Iraq, and even the war in Afghanistan went on for too long even if it was originally justified, but these scholars have yet to comprehend the shortcoming of the unitary actor model in accounting for the lack of rational cost-benefit analysis. Comparing the pre-invasion GDP of the countries to what the US has sacrificed (even setting aside the number of lives lost), the GDP-to-money-spent ratio has been 1:74 in South Vietnam, 1:43.3 in Iraq, and a staggering 1:396 in Afghanistan. In other words, the United States has spent in Afghanistan the equivalent of that country’s level of production for close to four centuries. Cost-benefit analysis also fails outside the major wars: NATO, despite the collapse of the USSR, is willing to absorb practically any country including states that can drag the US into war without contributing anything to American security; the military expenditure in Japan and South Korea, despite anti-China talks in Washington, are either flat or declining. While an utter failure in humanitarian and economic terms, American foreign policy has a been a resounding “success” from the public choice perspective: Lockheed Martin received $36 billion in government contracts in 2008 alone (more than any company in history)
The press should include Tetlock’s superforecasting/prediction markets when reporting the forecasts by the military and national security bureaucracy at public interviews, official reports, and congressional testimony 7. Conclusion And Further Readings Gordon Tullock, one of the founding fathers of public choice theory who coined “rent-seeking”, has always wished for a book like this, and now it exists. It is clear to me that Hanania’s public choice model should usurp the conventional unitary actor model, and any scholar who insists on American grand strategy is deluding themselves. The book hasn’t been reviewed by mainstream outlets (which probably only reviews “pop” nonfiction), but have been unanimously praised by scholars in adjacent fields: Steven Pinker praised it as “cynical but probably accurate”; Robin Hanson was “quite impressed”, Byran Caplan, whose work The Myth of the Rational Voter was cited extensively by Hanania, praised it as “eye-opening”; Tyler Cowen praised the book as impressive in spite of finding Hanania’s view to be more sceptical than his own — a sentiment I share after reading about the East Asian economic miracle (the greatest anti-poverty program in history) facilitated by American intervention in How Asia Works (another contrarian economics-related work I’ve reviewed). Russian Invasion of Ukraine At the time of writing, Russia is invading Ukraine, so it is interesting to see how well the public choice model’s predictions fit. Indeed, the unitary actor model can describe autocratic states to some degree — to understand Russia we only have to get into the head of Putin (the model still falls short in accounting for the oligarchs who run the mafia state). Ukraine is central to Putin’s ideology and subjectively important to Russian society, and the desire to obliterate and absorb the nation of Ukraine far predates the history of NATO (see also Adam Tooze’s excellent essay on understanding Russia as a strategic petrostate). As Hanania writes on his Substack (worthy of your subscription, by the way)4: We know what the Russians want. They have made clear, openly and consistently, that they do not want NATO to keep expanding. When it became apparent in December that an invasion was on the table, the US started a diplomatic process that has involved trying to work out concessions on other things, while refusing to take NATO membership for Ukraine off the table. Putin has become Satan in liberal imagination, and when it comes to the culture war, the emotional response is overwhelming. Hanania writes: Brexit, Trump, and the rise of Orban and other right-wing populists in Europe have helped solidify a narrative in which Russian hackers and influence operations are behind everything liberal elites find distasteful, from opposition to Syrian refugees to bans on Critical Race Theory. Here’s a website laying out all the things Russia has been accused of “weaponizing” in the media, including dolphins, federalism, and the weather. The details of debates surrounding the wisdom of NATO expansion and whether Ukraine actually matters to the United States are lost in the larger story, as emotional denunciations of Putin as the source of all anti-democratic activity drives attitudes and policies. Inconvenient facts are ignored because it’s not really about “democracy,” “international law,” or any of the other words they use to obscure the fact that it’s culture wars all the way down. And the Western response is driven by extreme public outcry to an unprecedented extent: It’s all a competition to see who can signal “I hate Putin” the most, but Germany was still shutting down all its nuclear power plants to rely on Russian gas despite warnings from every other EU state (Russia accounts for 40% of Europe’s gas imports) — so much for grand strategy. That is not to excuse Putin’s invasion (he is, after all, the aggressor) and no, Ukraine is not “the West’s fault” as Mearsheimer has claimed in his viral lecture, but “NATO’s door remains open” for me and “we're going to start WW3 because you're in my sphere of influence” for thee is no grand strategy at all. Indeed, the irrational Western response is not predictable by the unitary actor model, but by the public choice model. Hanania writes: If you were going to cut Russia off from SWIFT, for example, why wouldn’t you announce it beforehand? The whole point of a punishment like that is supposed to be its deterrent effect, but if you don’t communicate that a specific action will happen, then it can’t influence behaviour. The answer here seems to be a lack of grand strategy, with leaders responding to events according to emotion and public relations more than anything. Cutting off SWIFT, or even threatening to do so, seems extreme before an invasion occurs, but not after it has begun. The West cannot rely on sanctions to make Russia abandon its core national security interests, which at the very least include a no-NATO commitment, the acceptance of the secession of Donetsk and Luhansk, and the recognition of the annexation of Crimea. Sanctions will also push Putin closer to Beijing, and the US will continue down the self-defeating path of alienating both of the other two superpowers — so much for American grand strategy. Hanania writes: Even if Putin has maximalist aims at this point, that doesn’t mean sanctions are worth doing. Their costs are high and they may have major consequences for the global economy. One has to consider the possibility that they make Russia more repressive at home and more brutal in its persecution of the war. Putin is getting sanctioned, but ordinary Russians are getting cancelled. The Metropolitan Opera of New York has announced it will no longer stage performers who have supported Russian President Vladimir Putin. Carnegie Hall has done the same, and the Royal Opera House in London is cancelling a planned Bolshoi Ballet residency (one of the oldest and most prestigious ballet companies in the world). Eurovision banned Russia. Tchaikovsky is cancelled. As Tyler Cowen writes, cancel culture against Russians is the new McCarthyism. The culture war has morphed into a hyperreal form on the Internet. Just as COVID is the first pandemic in the Age of Twitter, so the Ukraine invasion is, in some sense, the first war in the Age of Twitter. As it unfolds, we are seeing many disturbing parallels to the events of early 2020. People are rapidly normalising once-fringe ideas like a NATO-enforced no-fly zone (while completely oblivious to the fact that it means shooting down Russian planes and causing WW3), direct US conflict with Russia, regime change in Moscow, and even, incredibly, the use of nuclear weapons. The overnight flips on German defence spending and SWIFT are like the overturning of conventional public health policies on masking and lockdowns. We have entered the age of shitpost diplomacy, as coined by Tanner Green, in which the official Twitter account of the US Embassy in Kiev literally posts memes to spite Putin: A Russian sixth-grader could explain why celebrating the glories of Kievan Rus does not subvert Putin’s claims about the history of the Russian nation so much as reinforce them. Just like Hong Kong’s protests, Ukraine has won the meme war with utterly lopsided propaganda and unanimous international support on the Internet. As Yoshimi writes: Floating ghostlike above it is our war, the myth of the ‘Ghost of Kyiv’, ace MIG-29 pilot who has apparently shot down six Russian planes, or the legend of the Ukrainian soldiers defending an island outpost who replied “Russian warship go fuck yourselves” to a surrender offer and may or may not have died heroically, or two Russian II-76 transport aircraft that maybe were shot down near Kiev, or videos of air strikes or dead bodies which variously are Russian or Ukrainian until they turn out to be from Gaza six years ago, or the viral video of an old Ukrainian woman telling off a Russian soldier by offering him sunflower seeds so when he dies, sunflowers (Ukraine’s national flowers) will sprout from the soil. We’re raising funds for the Ukrainian army on crowdfunding apps and giving advice to the civilians being handed assault weapons about how to disable tanks, sharing weird homophobic pictures of Putin as a gay icon and spamming Russian government posts. Ukrainian president Volodymyr Zelensky has made the decision to stay and fight rather than flee like most would-be leaders who go all in for American foreign policy, and now is being deified by us as “badass”, “a true leader”, etc. etc., alongside his people, whose resistance to authoritarianism we are told is unparalleled in the modern world. After all, so it goes, who could be next? And like in Hong Kong, despite winning the culture war in hyperreality, the actual war in reality is won by the side with overwhelming military might, not morality. The real war is where Ukrainians are experiencing the genuine life-shattering effects of military conflict. It matters because this is the first time Western response is driven by Twitter outcry, and it will not be the last. A New EA Cause? Besides Hanania’s recommendations in the last section (which he admits are more or less impossible in an excellent interview with Caplan), a worthy EA priority might be to somehow turn the public tide on sanctions, which literally kill more people than Putin. Americans should be appalled by the atrocity committed in their names. The banality of the incompetence of foreign policy elites does not excuse their evil. With how entrenched the special interests are, I have no idea if it’s even worth trying, but at the very least the sheer amount of suffering and death from sanctions should be made common knowledge. Nuclear security is one of the top priorities in Effective Altruism, per 80,000 Hours, Future of Life Institute, and Our World In Data. Toby Orb, who wrote the definitive book on existential risk, The Precipice, estimates x-risk from nuclear war to be ~1 in 1000 in the next century. Luisa Rodriguez estimates a 1.1% chance of nuclear war each year and that the chances of a US-Russia nuclear war may be in the ballpark of 0.38% per year; summarised by Max Roser as: Nuclear risk is neglected by the public because of Pax Americana since the collapse of the USSR, and is not discussed as often in EA as it’s thought to be relatively well-funded and mainstream, but in fact major donors like the MacArthur Foundation have been withdrawing funding. As Joan Rohling details in an 80,000 Hours podcast there is much to be done, especially when Ukraine gave up their nuclear arsenal in 1994 in exchange for Russia’s promise to never threaten or use military force against them. A worthwhile adjacent cause area might be de-escalation of public outcry to reduce x-risk from nuclear war beyond just regular anti-proliferation efforts — even a Russian specialist from the RAND Corporation is surprised by how much public outrage is driving policy: Even just the pace of the sanctions: we went to 11 out of 10 in like two days — farther than many expected we’d ever get in short order. And I think the same is true about these military assistance initiatives. We’re just trying to do something because there’s a public demand for action. So that’s what worries me, that the sort of public outrage that’s being channeled in Western democracies through political systems could result in decisions that prove ultimately unwise. Despite how odd it is that some wars are “legal” while others aren’t, we should be glad UNSC exists as much as everyone laughs at how useless the rest of the UN is. All is fair in love and war, but international norms is all that stands between us and nuclear annihilation. It is hard to emphasise just how delusional it is for the public to fixate on no-fly zones — I, like Scott, am surprised we’re still capable of jingoism. 80,000 Hours has updated their top career recommendations to include China specialist to improve China-Western coordination on global catastrophic risk, which seems more important after reading how irrational and captured the American foreign policy apparatus is. As Hanania writes, “great power competition” is an anachronism. If Ukraine is the first war warped by hyperreality, it won’t be the last. Now that US foreign policy elites have driven Putin into the arms of China, let’s hope IR specialists can imbibe the public choice model instead of antagonising yet another nuclear rival. Public Choice Theory and the Illusion of Grand Strategy is an important work because it raises the sanity waterline, which at the least should make us stop killing millions for no reason, and at the most should make the human race more knowledgeable of how to prevent total extinction from nuclear armageddon. Pax Americana is dead, but a multipolar world will be more humane. Endnotes In the fiscal year 2018, the top five government contractors were all weapons manufacturers, with Lockheed Martin in first place at $40.6 billion. The Department of Defence spent $358 billion on contracting, ten times higher than second place Department of Energy. Collective action problems that stop a bunch of smaller companies from effectively influencing policy are no hindrance for companies like Lockheed Martin.
Inline links: Gordon Tullock, cynical but probably accurate, Robin Hanson, The Myth of the Rational Voter, eye-opening, impressive, reviewed, predates, essay, writes, website, public outcry, https://substackcdn.com/image/fetch/$s_!R3g3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F693f0593-7460-4fb0-bc4a-e185cf6f0e06_964x506.png, not, viral lecture, NATO’s door remains open, we're going to start WW3 because you're in my sphere of influence, writes, writes, cancelled, banned, cancelled, writes,, German defence spending, shitpost diplomacy, posts, https://substackcdn.com/image/fetch/$s_!j4gR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F3c5db00c-e420-4b54-b826-b85d9ddf186d_900x647.png, writes, interview, 80,000 Hours, Future of Life Institute, Our World In Data, The Precipice, ~1 in 1000, estimates, summarised, https://substackcdn.com/image/fetch/$s_!PRc2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90b1bb5-d84b-45dc-b9fa-2edddbf6b9fa_1600x1006.png, Pax Americana, MacArthur Foundation, details, gave up, surprised, Scott, jingoism, China specialist, captured, writes, the sanity waterline, a multipolar world will be more humane
Source: FactCheck Here’s a graph of US murder rate until 2018 (ie not showing the most recent spike). You can see a clear spike in 2014.
Inline links: FactCheck
Most other media treatments do the same. Vox’s Rise In Murders In The US, Explained gives seven possible explanations, of which two are protest-related, but its overall conclusion is that:
Inline links: Rise In Murders In The US, Explained
The first priority should be to end the pandemic — ending its potential ripple effects on crime . . . In this sense, Trump’s failures to address Covid-19 may be leading to more violence.
Probably the biggest difference between conservatives and liberals in Haidt’s view is that the former value sanctity, loyalty, and authority, whereas liberals don’t really care about these at all. So, explain Trump, please!. Trump is the embodiment of the profane. He offends basic notions of the sacred, of dignity in political debate and in human conduct in general, and of respect and decorum, at such a rate that the outrage just can’t keep up.
And that outrage is not just the classic outrage of liberals towards conservatives that Haidt would predict: the outrage on behalf of those harmed (because harm is what liberals care about above all else in his model). Outrage against Trump was often outrage against the violation of the sacred. The very human being of Trump was cast as disgusting and dirty. He revelled in it and conservatives lapped it up. Conservatives luxuriated in violations of the sacred experienced as liberation, like it was a Sex Pistols concert in the 70s.
And who took the side of national loyalty in 2016? Clinton’s nomination drowned in the US flag and other patriotic regalia, while Trump was cast as essentially a Russian spy, an enemy of the state, an infiltrator. And, as if to rub Haidt’s face in it, he was supposed to be in hock to the Russians (putting liberals on the side of loyalty) because of some alleged candid photos of him getting urinated on by prostitutes, or something (putting liberals firmly on the side of sanctity). Many conservatives ended up lionising Russia as superior to the USA (or at least many aspects of the USA), in a complete reversal of their Bush-era nationalism and in rejection of the whole cold war framing (though this has understandably got a little quieter in many quarters as of 2022).
Cover of The Society of the Spectacle He never outright explains why he thought photos and film were more pernicious than newspapers or radio, but I imagine the advertising industry played a major role. We’ve grown accustomed to GoDaddy ads and ALL CAPS YouTube titles, but Mad Men shenanigans were a worrisome development at the time. It must’ve been highly alarming to see such brazen manipulation of the public. Whatever the reasoning, we now arrive at one definition of the spectacle: "The spectacle is capital accumulated to the point that it becomes images." Also: “The spectacle is not a collection of images; it is a social relation between people that is mediated by images.” Well, that’s about as clear as Flint water. Here’s something meatier: "In all of its particular manifestations — news, propaganda, advertising, entertainment — the spectacle represents the dominant model of life." If you’re familiar with Girard, that is a huge statement. [3] Girardian mimetic desire is triangular; there is you (the desirer), the object (of desire), and the model (another person who also desires the object). Most of our desires are rooted in imitation. Nobody has to tell you to want steak or sex, but almost everything else is learned. How does everybody know that they should want a Rolex or a Rolls Royce? There’s no genetic imperative for luxury goods. You acquire those tastes from the people around you. Or you used to, at least. Before the spectacle, your models, mentors, and rivals were real people you knew in real life. Now we have an acronym for that - IRL - because reality is everywhere in retreat. This is not a small thing. What we desire is at the core of who we are. What do you want out of life? What kind of person do you want to be? For the entirety of human history, those questions found answers close at hand. Your local community was your world, for better and worse. Now we are global citizens with global perspectives, and it’s difficult to overstate how much that changes what it means to be human. Imprisoned in a flattened universe bounded by the screen of the spectacle that has enthralled him, the spectator knows no one but the fictitious speakers who subject him to a one-way monologue about their commodities and the politics of their commodities. The spectacle as a whole serves as his looking glass. What he sees there are dramatizations of illusory escapes from a universal autism. The spectacle’s estrangement from the acting subject is expressed by the fact that the individual’s gestures are no longer his own; they are the gestures of someone else who represents them to him. Now our role models are media creations. Some are literal fictional characters (James Bond); others are nominally real people (Kylie Jenner). But both are merely representations - images usurping an essential formative role. ‘William Shatner’ and ‘Robert Downey, Jr.’ are only marginally more real than Captain Kirk and Tony Stark, yet they occupy way more headspace than people that live down the street. Most people can name more celebrities, in more detail, than people they’ve known in person. I know the names of Will Smith’s kids - I don’t even know if my best friends from high school have any. This is an issue of The Map and The Territory. Pre-modern Maps were narrow but deep. You might have had only a vague notion of ‘Africa’ or ‘The Pope’, but you knew every square inch of the town you lived in. Spectacular Maps are broad but shallow, and they are drawn for us by spectacular hands. The average person ‘knows’ way more about Africa now, but how well does that knowledge reflect the facts on the ground? Meanwhile, firsthand reality has been reduced to the narrow slices connecting house to car to work, with precious few exceptions. The Society Of The Spectacle is one long lament for this loss of The Real, although Debord doesn’t state it as such. Borrowing again from The Uruk Machine, this sense of loss tracks with the gradual displacement of metis [4] by episteme [5],[6]. III. Everything New Is Old Again Debord has a lot to say about the ‘falsification of the world’: The first stage of the economy’s domination of social life brought about an evident degradation of being into having — human fulfillment was no longer equated with what one was, but with what one possessed. The present stage, in which social life has become completely dominated by the accumulated productions of the economy, is bringing about a general shift from having to appearing — all ‘having’ must now derive its immediate prestige and its ultimate purpose from appearances. As he might have put it - we have graduated from conspicuous consumption to consuming conspicuousness. Spectacular technology has not dispersed the religious mists into which human beings had projected their own alienated powers, it has merely brought those mists down to earth, to the point that even the most mundane aspects of life have become impenetrable and unbreathable. In the spectacle, a part of the world presents itself to the world and is superior to it. The spectacle is simply the common language of this separation. Spectators are linked solely by their one-way relationship to the very center that keeps them isolated from each other. The spectacle thus reunites the separated, but it reunites them only in their separateness. These themes are familiar to us by now. It’s not exactly news that people are getting more isolated and untethered by the year. What is striking to me is not what he is saying, but when he is saying it. Anybody with sense has spent time thinking about how to manage the challenges of modern life. We talk about digital minimalism and social media fasts. Turn off your phone. Get outside and touch grass. Go see people in meatspace. Be present. All great advice. But what are we envisioning, when we imagine a healthy connection to The Real? For most of us, we are picturing life as it was lived… right around the time Debord was saying that everything is phony and toxic. What does the average person think of as the peak of journalistic integrity in America? Probably Vietnam and Watergate - right after this was written. When we mock Millennials and Zoomers, what standard are we measuring them by? The Greatest Generation, who were running the show by the late sixties. In terms of self-reliance and resilience, the average adult in 1967 would be a massive outlier in 2022. Yet here is Debord, saying in no uncertain terms that this American ideal was fraudulent and devoid of meaning. What have we lost? Every era has its cynics, doomsayers, Luddites, and misanthropes. Maybe Debord was just a Boomer’s Boomer, railing against progress and the passage of time. But I don’t think so. We’ve all felt the shockwaves of the Internet explosion. Life is different now. It takes an act of will to put down your phone so you can focus on the TV. Low battery is an emergency. Losing signal is bereavement. Navigating without GPS is an anxiety attack. Do you remember what it was like, not so long ago? How exciting it was to play videogames with someone a thousand miles away? How cool it was the first time you streamed a movie on an airplane? That sense of possibility and promise, like all the world was in the palm of your hand? How quickly things change. For maybe the first time in history, most people are apprehensive about the relentless march of technology. While we’ve always been afraid of advances in weaponry, it’s starting to feel like everything is being weaponized. Who truly believes the metaverse will be a positive step for humanity? Who now is excited at the prospect of gene editing, AI, or transhumanism? There appears to be a growing sentiment along the lines of ‘MGTOW for modernism’. We hope for the best, but 2122 is shaping up to be some unholy amalgam of Gattaca, The Matrix, and Minority Report. Sometimes it seems like the world we grew up in is categorically distinct from the world we inhabit. But I’m sure Debord would argue that we are merely experiencing an intensification of a process that has been in motion longer than any of us have been alive. Pre-spectacular society has already passed beyond living memory. Soon we will hit another inflection point - where no one alive even knew someone who lived before the spectacle. All of human history is now before and after; it will soon become literally impossible to understand the inner life and daily reality of pre-modern man - if it’s not already. As an example: how much of your daily environment, as a percentage, do you truly understand? Look around the room and reflect on how “even the most mundane aspects of life have become impenetrable and unbreathable.” Your kitchen and your medicine cabinet are filled with mystical objects. Hell, just look at what’s on your person. The phone in your hand, the cash in your wallet, the clothes on your back, the food in your belly - how many lifetimes would it take to truly grok the building blocks of everyday existence? Compare that to, say, a homesteader. It really hasn’t been that long since people lived in a comprehensible universe. Our collective knowledge of the universe has deepened tremendously, but theoretical physics is only less slightly hermetical than the occult beliefs it replaced. It is notionally true that anyone could go get a Ph.D. and verify our working model of the cosmos. But in practice, the science is received wisdom, taken on faith. Our belief in the God Particle is functionally indistinguishable from the belief in God of ages past. It’s worth noting that our current theories will surely be supplanted in a century or three. They are placeholders for better, truer ideas. And so our greater grasp of the wider world has less value than we think, while our day-to-day grows ever more opaque. Is it any wonder epistemic learned helplessness is a thing? IV. With Typical Extravagance Debord was also ahead of the curve on commoditization: This constant expansion of economic power in the form of commodities transformed human labor itself into a commodity, into wage labor, and ultimately produced a level of abundance sufficient to solve the initial problem of survival — but only in such a way that the same problem is continually being regenerated at a higher level. Economic growth has liberated societies from the natural pressures that forced them into an immediate struggle for survival; but they have not yet been liberated from their liberator. Once his workday is over, the worker is suddenly redeemed from the total contempt toward him that is so clearly implied by every aspect of the organization and surveillance of production, and finds himself seemingly treated like a grownup, with a great show of politeness, in his new role as a consumer. Debord correctly perceived the totalitarian nature of spectacular capitalism. Your time, your attention, your opinions - all are bought and sold, and can be influenced to better facilitate such transactions. He would have been totally unsurprised by the rise of Big Data and the corporate surveillance (e.g. Alexa, your phone) that accompanies it. Every piece of your life is a commodity. Every moment that you are not producing or consuming is a missed opportunity. Never fear - someone, somewhere is going to find a way to solve that ‘need’. Nothing is spared. Even opposition is assimilated: Complacent acceptance of the status quo may also coexist with purely spectacular rebelliousness — dissatisfaction itself becomes a commodity as soon as the economy of abundance develops the capacity to process that particular raw material. Once again, Debord is shockingly prescient in noting that the conflicts of our time are largely distractions from bigger systemic issues: Fallacious archaic oppositions are revived — regionalisms and racisms which serve to endow mundane rankings in the hierarchies of consumption with a magical ontological superiority — and pseudoplayful enthusiasms are aroused by an endless succession of ludicrous competitions, from sports to elections. Genuine grassroots movements (Occupy, the Tea Party, BLM, Canadian truckers) almost always fizzle out without accomplishing anything of substance. They will either be ignored, crushed, or co-opted. Any remnants that endure will be reduced to figureheads that offer ‘representation’ for a point of view without actually producing any change. (‘The Squad’, Rand Paul, etc…) If the extremes of either side gain enough momentum to pose a threat, they will face a united front from the establishment wings of both parties (Bernie, Trump). It’s fashionable at the moment to blame the Woke Left for the politicization of everything, but we’ve all been around long enough to know better. It’s the same shit, different decade. During the Bush years, it was the left who opposed unending wars, government overreach, and media gaslighting. Today those positions are often considered right wing, but only because the pendulum of power has swung in the other direction. Moloch pursues its own goals, wearing whatever ideological guise it deems most effective. From Debord’s perspective, everything is becoming politicized because everything is getting monetized. In the integrated spectacle, the primary concerns of the State are economic, so the personal turning political is simply a downstream effect of the growth of capitalism. V. A Short History of Time It would do Debord a disservice to reduce his work to ammunition in our present disputes. There are two whole chapters in the book devoted to time as a historical development. It’s not something we think about much, but time and history had to be invented. Before the beginning, humanity lived in what Debord calls cyclical time. Countless generations came and went, because nobody was counting. Survival was the name of the game; to be or not to be was the only question. Eventually we formed early societies, which brought into being a ruling class that had the freedom to take actions above and beyond the daily grind: The owners of this historical surplus value are the only ones in a position to know and enjoy real events. Separated from the collective organization of time associated with the repetitive production at the base of social life, this historical time flows independently above its own static community. This is the time of adventure and war, the time in which the masters of cyclical society pursue their personal histories; it is also the time that emerges in the clashes with foreign communities that disrupt the unchanging social order. History thus arises as something alien to people, as something they never sought and from which they had thought themselves protected. The murkiness of pre-civilization was shaped into coherence by these rulers, who used their unique agency to literally make history: The succession of generations within a natural, purely cyclical time begins to be replaced by a linear succession of powers and events. This irreversible time is the time of those who rule, and the dynasty is its first unit of measurement. With writing there appears a consciousness that is no longer carried and transmitted directly among the living — an impersonal memory, the memory of the administration of society. ‘Writings are the thoughts of the state; archives are its memory’ (Novalis). The owners of history have given time a direction, a direction which is also a meaning. But this history develops and perishes separately, leaving the underlying society unchanged, because it remains separated from the common reality. Over time, these narratives gathered a religious dimension. This helped legitimize the rule of regimes, but it also changed the way ordinary people saw themselves in the world. Although still living in cyclical time, they gained purpose through a spiritual journey culminating in Heaven. The clashes of the Mediterranean peoples and the rise and fall of the Roman state gave rise instead to semihistorical religions, which became a new armor for separate power and basic components of a new consciousness of time. The Middle Ages, an incomplete mythical world whose consummation lay outside itself, is the period when cyclical time, though still governing the major part of production, really begins to be undermined by history. An element of irreversible time is recognized in the successive stages of each individual’s life. Life is seen as a one-way journey through a world whose meaning lies elsewhere: the pilgrim is the person who leaves cyclical time behind and actually becomes the traveler that everyone else is symbolically. The Renaissance created a profound break with this mythic raison d'être and reoriented man towards the accumulation of knowledge as a species: The Renaissance was a joyous break with eternity. Though seeking its heritage and legitimacy in the ancient world, it represented a new form of historical life. Its irreversible time was that of a never-ending accumulation of knowledge… This transformation of our relationship with history and progress was accompanied by the rise of the bourgeoisie: The bourgeoisie is associated with a labor time that has finally been freed from cyclical time. With the bourgeoisie, work becomes work that transforms historical conditions. The bourgeoisie is the first ruling class for which work is a value. The victory of the bourgeoisie is the victory of a profoundly historical time, because it is the time corresponding to an economic production that continuously transforms society from top to bottom. So long as agrarian production remains the predominant form of labor, the cyclical time that remains at the base of society reinforces the joint forces of tradition, which tend to hold back any historical movement. But the irreversible time of the bourgeois economy eradicates those vestiges throughout the world. History, which until then had seemed to involve only the actions of individual members of the ruling class, and which had thus been recorded as a mere chronology of events, is now understood as a general movement — a relentless movement that crushes any individuals in its path. Irreversible time initially appeared at the societal level as a narrative of events. The bourgeoisie brought irreversible time to the masses. Progress became something that we personally experience in the form of rapid technological innovation. It is hard to miss the motion of history when you go from horses to space travel in a single lifetime. History thus became as much about things as events. Eli Whitney and Thomas Edison took their places alongside generals and heads of state in our narrative of who we are and where we’re going. Our notion of progress became dominated by the economic prejudice. We talk about raising the standard of living and lifting people out of poverty - laudable goals, to be sure - but we deliver them from physical privation into deprivation of a different kind. One way that deprivation manifests is in our current conception of time: Pseudocyclical time is associated with the consumption of modern economic survival — the augmented survival in which everyday experience is cut off from decisionmaking and subjected no longer to the natural order, but to the pseudo-nature created by alienated labor. It is thus quite natural that it echoes the old cyclical rhythm that governed survival in preindustrial societies, incorporating the natural vestiges of cyclical time while generating new variants: day and night, work and weekend, periodic vacations." As capitalism commoditized time itself, we recreated cyclical time with the standard work week. But this artificial substitute has been about as successful as vegan chicken nuggets. It’s not the same, and it never will be. The workday used to be determined by the work, but now the work is determined by the workday. And everyone has to work, not because we need what they produce, but because we need them to spend - else the whole thing comes crashing down. Irreversible time keeps marching on, giving us new widgets and new wonders, but the continual churn of innovation masks the stifling sameness of spectacular progress. We know something is missing, but we lack the capacity to understand or express the problem. This individual experience of a disconnected everyday life remains without language, without concepts, and without critical access to its own past, which has nowhere been recorded. Uncommunicated, misunderstood and forgotten, it is smothered by the spectacle's false memory of the unmemorable. VI. The Coming Revolution Debord spends a good chunk of words describing how the spectacle has affected art [7] and physical space, but you can guess the gist by now. Everything’s fake, everything’s worse, everything’s changing but also the same. The last topic of the book worth discussing is the imminent socialist revolution. Debord walks us through the various ways that Marxism has been done wrong, then attempts to offer an alternative. He goes into a fair amount of detail, but it boils down to this: The anarchists properly rejected society in its entirety, but remained dogmatically attached to a 'one size fits all' mentality and failed to organize in an effective manner.
Inline links: epistemic learned helplessness, Moloch
3: If you’re holding out for Scott’s review to get into Girard, Alex Danco has a great introduction to tide you over. He is embarrassingly off-base regarding Trump supporters, but he sums up the basics well.
Inline links: a great introduction
1: Rude compounds on Reddit (source, original). Thousands of cocksuckers, shitlords, and libtards, but far fewer cocktards, shitsuckers, and liblords. Also disappointingly few trumpgoblins:
14: I have frequently complained that California governor Gavin Newsom has no characteristics except having good hair and wanting to be President, but I have to admit this is the sort of thing someone with a personality would do: Gavin Newsom Joins Trump’s Social Network Just To Troll Him. The headline seems a bit exaggerated, he is actually joining to “call out Republican lies” to an audience in need of conversion; his first post was about how “eight of the top 10 states with the highest murder rates are red states”. Unfortunately, I hear that all Trump supporters are racist, and I’m not sure that challenging a bunch of racists with “I BET YOU CAN’T THINK OF ANY REASONS WHY SOUTHERN STATES HAVE HIGH MURDER RATES!” will be as devastating as he thinks.
22: 23: Related (h/t Matt Yglesias):
Inline links: Matt Yglesias
Around when Trump was elected, I wrote a post saying that the fear that he would be an “open white supremacist” who would destroy the lives of minorities were silly. I said he talked in ways that were offensive to modern liberal sensibilities but that I expected his policies on race to be about the same as any other Republican president’s (rather than, say, putting minorities in concentration camps - which people were literally saying he might do!)
I tried as hard as I could to emphasize I was not saying that Trump wouldn’t say offensive things, that he wasn’t bad in lots of other ways, etc, etc. It didn’t help. Every time Trump did something bad, especially something bad related to race, people would tweet “Looks like Scott’s take really aged poorly” or just link my article with “life comes at you fast”. Every time Trump did something, I would get some emails like “Obviously you have beclowned yourself beyond redemption, there’s no way you can ever recover your destroyed reputation, I am unsubscribing from your blog”.
It might have once seemed safe to say fascists or communists wouldn’t seize power in the US any time soon - or that if they did, there would at least be violent resistance. But millions of people are very dedicated to the proposition that Obama was a communist or that Trump was a fascist. And even though you might think you have a clear idea of what something is - isn’t genocide where they put people in gas chambers? - usually the dictionary definition is poorly-fleshed out and much weaker, plus people can just invent their own definitions and insist that they’re the real one (eg “racism is prejudice plus power”).
The space battlefield is no longer science fiction or something that only exists in Star Wars films. That’s why the Trump administration created the Space Force as an independent branch of the military in 2019. As Russia and China begin to weaponize space, the U.S. needs to invest in ways to deter this advancement.
In my universe, Donald Trump kind of stumbled into the White House in 2016, lost in 2020, and has spent the past two years golfing and getting involved in embarrassing scandals. In this parallel universe, Trump has everything under control, and is coasting to some kind of messianic destruction of all evil:
As Donald Trump, the much maligned, but steadfast America’s Champion circles back to the White House we all know he won in 2020.
40: When Trump passed his tax cut, I complained that you could do a lot better things with the $100 billion/year price tag. So I guess it’s only fair for me to link that same post again now that the cost of Biden’s college loan forgiveness has been estimated at ~$500 billion (equivalent to something like ~$25 billion/year, I guess?) But looking over that post from 2017 again I find I am now much more skeptical of all the people who say that homelessness could be solved for $23 billion/year or whatever.
Inline links: I complained that, estimated at ~$500 billion
This got me thinking: I make fun of Gavin Newsom a lot. I say he has no characteristics except good hair and the ability to pander to every interest group the exact right amount. But Newsom is favored as the Democratic nominee in 2024 if Biden chooses not to run again. Why? Usually people who become a major party candidate for President have some positive quality that has helped them get that far. Donald Trump is a master showman and figured out how to tap a vein of populist anger no one else could. Joe Biden has folksy charm and 75,000 years of experience in the Senate. Hillary Clinton had stratospheric name recognition and the support of the Democrats’ best political machine. If Gavin Newsom becomes President, or even a nominee, to what will we attribute this? I have lived in his state for four years now and I am baffled. He is a mystery, a gaping void where a candidate statement and photo should be, certain of victory with no explanation.
Inline links: make fun of Gavin Newsom
Nathan Hochman is a prosecutor whose message is to cut the politics and get tough on crime. He is a moderate Republican and says he opposes Donald Trump. His plans tend to sound like “you know, be tough on crime, do tough-on-crime kind of stuff”, and his most specific proposal is a massive campaign against human trafficking. I don’t want to call human trafficking “fake” in general, which would be false and offensive, but I think it is correct to round it off to fake for the specific purpose of a Californian Attorney General election, and I feel like he is insulting my intelligence by making it a central plank of his campaign.
Inline links: a massive campaign against human trafficking
Lanhee Chen has a PhD and JD from Harvard and does public policy at the Hoover Foundation at Stanford. He was apparently Mitt Romney’s economic policy advisor and served on some board of important experts that decided things about Social Security. He is against Trump and apparently wrote in Mitt Romney’s name on his 2016 ballot, which, mood.
Polymarket is within 2% of Manifold. Metaculus here has slightly stricter criteria but broadly agrees. 71 traders, still pretty good, but I find it meaningless without a way to distinguish between “everything collapses, Elon sells it for peanuts to scavengers” vs. “Elon saves Twitter, then hands it over to a minion while he moves on to a company building giant death zeppelins”. Oh, here we go. 20 traders, they think Musk will stay in charge. 23 traders. Twitter was profitable in 2018 and 2019, then went back to being net negative in 2020 and 2021 (I don’t know why) . I don’t think it’s been very profitable lately, so it would be a feather in Musk’s cap if he accomplished this. 24 traders. Twitter’s mDAU have consistently gone up in the past. DAU is slightly different and I think more likely to include bots. 26 traders. One thing I like about Manifold is that it lets you choose any point along the gradient from “completely objective” (eg Twitter’s reported DAU count) to “completely subjective” (eg whether the person who made the market thinks something is better or worse). This at least uses a poll as its resolution method. But the poll will be in the comments of this market, which means it will mostly be by people who invested in this market, who’ll have strong incentives to manipulate it. Maybe Manifold should add a polling platform to their service? 815 traders, one of the biggest markets of all time. It’s easy to see the jump where Musk unbanned Trump the other day. Trump has said that he doesn’t need to tweet because he prefers his own Truth Social network. This is a good business decision on his part, but hinges on him having enough impulse control to stick to his plan and avoid tweeting. The market thinks there’s a 25% chance he can do it! Polymarket again within 2% of Manifold. Only 23 traders here, and they’re a lot less optimistic than the Trump traders. FTX! 43 traders, seems like probably. I’ve seen a lot of Twitter takes about how rich well-connected people never get in trouble for this kind of thing, but the markets seem less cynical. 251 traders, and by the way amazing job by “mr22” who started this market on October 5. I also appreciate the relatively late end date - there’s another market “. . . by 2024” which is in the 30s, but that’s because people don’t trust the justice system to move quickly, not because they think he’ll be found innocent. There are a series of markets on sentence length which seem to suggest more than a month but less than a year in jail; this doesn’t really make sense to me and I’m going to nervously ignore them. Only 8 traders here, so take with a grain of salt, but this is a great example of the creative ways people are using Manifold. The market resolves not to “yes” or “no” but to the percent of FTX US users’ funds that they eventually get back; you make money if you were closer than other traders. Here they seem to think most people will only be getting about 14 cents on the dollar. There’s another market for FTX.US users which is a little higher at 29. 34 traders. I think this is too high; I bet it was some random third-tier insider, just because there are more of them and they’re under less scrutiny. Moving on to the effects on effective altruism in particular (just assume I have all possible conflicts of interest here): 272 traders, check the detailed resolution criteria. I think the strongest case is something like the one described in this article, about Center for Effective Altruism leaders discussing concerns about Alameda Research in 2018. The article doesn’t give specifics but my guess is they were the same issues Kerry Vaughn describes here (though see the followup comment by an employee who left FTX, casting doubt on Vaughn’s claims). That means the market hinges on whether Vaughn’s allegations fit the resolution criteria that “the unethical behavior must have been related to fraudulent investment strategies that involve spending other people's money without their permission”. Vaughn describes “poor capital controls, including a lack of distinction between money owned by investors and money owned by Alameda itself”, which sounds like it’s in that direction but could cover a wide variety of badness levels. My guess is everyone will end up agreeing that disgruntled Alameda employees whisper-networked that some things were bad about the company in 2018, some of the rumors got to CEA leaders, the leaders debated whether this was worse than normal for a tech startup, decided it didn’t rise to a level where they needed to publicly freak out, and moved on. Isaac will have to pay attention to the details as they come out and decide whether or not it qualifies. 45 traders. This seems to confirm that the CEA incident is responsible for most of the probability mass above; many fewer people think the FTX Future Fund (ie the charitable branch of FTX responsible for giving out their money) was in on this. Related: this market only has five traders, but I’m highlighting it anyway in the hopes that it gets more. The most money is on 2022. My guess is that we’ll find that they had terrible accounting practices in 2018-2019 of the sort that could be classified as criminally incompetent in a way that bled into fraud (but the trades went fine so nobody was harmed) and then they ramped it up a lot in 2022 to deal with the crypto crash. I think this market will be harder to resolve than people expect. 47 traders. Everyone is panicking about this possibility, but it looks like it’s not too likely. 10 traders. I’ll take this chance to say: a lot of media is predicting the death of EA, or a major blow to EA, or something in that category. Not going to happen. The media isn’t good at understanding people who do things for reasons other than PR. But most EAs really believe. Like, really believe. If every single other effective altruist in the world were completely discredited, I would just shrug and do effective altruism on my own. If they instituted the death penalty for effective altruism, I would do it under cover of night using ZCash. And I’m nowhere near the most committed effective altruist; honestly I’m probably below average. “Saint gets eaten by lions in Colosseum, can early Christianity possibly survive this setback?” Update your model or prepare to be constantly surprised. 6 traders. So, we lost several hundred million dollars of funding in a giant disaster which was also morally outrageous and demoralizing. It happens. But lots of people have already emailed me asking how to send in more money to help fill the gap. Some added something like “it was so depressing that all the FTX money meant my money didn’t make a difference, but now I can help again, and it’s great!” Can these people fill the hole? 32% chance that they can! 10 traders. And if they don’t, we’ll still probably do better than in 2021, before all the FTX money started rolling in. We’ll try harder to hammer in the point about not doing “ends justify the means” reasoning, and do some reorgs and purges to prevent anything like this from happening again, we’ll make a bunch of other changes - some reasonable, some panic-driven - but we’ll go on. If all the far-future stuff collapses, we’ll donate to global health charities. If the global health charities don’t work, we’ll fund GiveWell to sit around and figure out something that does. If GiveWell gets hit by an asteroid, we’ll work on asteroid deflection (actually I think we might already be doing that). If asteroid deflection turns out to be -EV, we’ll switch to shrimp welfare, or give ourselves Zika virus, or any of a million other things. You have no idea how committed we are to continuing to do effective altruism regardless of whether or not it’s “popular”. But it will be popular. 45 traders, resolution criteria at the link, notice the dip when the FTX news broke, followed by recovery as people had time to think it over more. Moving on to slightly less serious topics: The snapshot doesn’t show this, but one of the suggestions is Atlas Rugged. 67 traders, interesting to see where forecasters’ priorities lie. This was a big rumor early on, along with “everyone was on meth”, but the on site psychiatrist said it was false during an interview. 13 traders. WHY DO PEOPLE KEEP GOING ON PODCASTS? Midterms! That was two weeks ago? It feels like years! A week before the midterms, I wrote: Polymarket, Manifold, and PredictIt now have shiny interfaces for predicting the upcoming US midterm elections. In terms of the Republicans taking the Senate, Polymarket is at 65%, Manifold at 58%, PredictIt at 73%, and 538 at 49%. Congratulations 538! Mike Saint Antoine (who wrote the review of Viral in the last Book Review Contest) has put some more work into scoring midterm election forecasts. Here are some headline results: Mike writes: The reason I didn’t just do a three-way comparison between PredictIt, FiveThirtyEight, and Manifold Markets is that the Manifold Markets forecasts included fewer questions than the PredictIt and FiveThirtyEight forecasts. So in order to do a fair comparison here, I’ll be comparing the smaller subset of questions for which PredictIt and Manifold Markets both gave a forecast. So it looks like both Manifold and 538 did better than PredictIt, and there’s no clear way to tell which of the former did better. (except I guess you could do this analysis with just the subset of questions Manifold and 538 share, but Mike didn’t and I’m also not going to). PredictIt has a pretty consistent Republican bias (it’s a minor epistemic sin to accuse a prediction market of having a predictable bias unless you’ve made money exploiting it, I made $600 this election so I’ll let myself pass). In years when Republicans do better than expected, it will probably look better than other markets; in years when they do worse, it will look worse. Still, this is a bias, so I think we should take them doing worse this year as a fair reflection of their accuracy, even thought next year it could go the other way. My main two takeaways here are: PredictIt isn’t yet good enough that the ideal theorems showing prediction markets should be unbiased and better than everyone else apply to it. The obvious explanation is its $800-per-question cap. Polymarket doesn’t have that cap and it did better, although Mike hasn’t done a formal comparison to 538.
Inline links: here, was profitable, mDAU have consistently gone up, https://polymarket.com/market/will-realdonaldtrump-tweet-in-2022, more than a month, less than a year, FTX.US users, this article, here, Not going to happen, some reorgs and purges to prevent anything like this from happening again, I think we might already be doing that, turns out to be -EV, shrimp welfare, give ourselves Zika virus, wrote, Polymarket, Manifold, PredictIt, 538, Viral, scoring midterm election forecasts, https://substackcdn.com/image/fetch/$s_!z0IM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbcfb99af-ec23-4ff9-bcec-ffe248821898_1800x900.png, https://substackcdn.com/image/fetch/$s_!NSlN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9c5602d-e060-454b-8a20-10e925c57526_1800x900.png, https://substackcdn.com/image/fetch/$s_!vBga!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F2b35fbd9-ee89-4f4f-b8b9-832742e483fd_881x289.png, https://substackcdn.com/image/fetch/$s_!h6tt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9355d197-997a-4c48-93c0-76abc23f2c12_881x287.png
Polymarket again within 2% of Manifold. Only 23 traders here, and they’re a lot less optimistic than the Trump traders. FTX! 43 traders, seems like probably. I’ve seen a lot of Twitter takes about how rich well-connected people never get in trouble for this kind of thing, but the markets seem less cynical. 251 traders, and by the way amazing job by “mr22” who started this market on October 5. I also appreciate the relatively late end date - there’s another market “. . . by 2024” which is in the 30s, but that’s because people don’t trust the justice system to move quickly, not because they think he’ll be found innocent. There are a series of markets on sentence length which seem to suggest more than a month but less than a year in jail; this doesn’t really make sense to me and I’m going to nervously ignore them. Only 8 traders here, so take with a grain of salt, but this is a great example of the creative ways people are using Manifold. The market resolves not to “yes” or “no” but to the percent of FTX US users’ funds that they eventually get back; you make money if you were closer than other traders. Here they seem to think most people will only be getting about 14 cents on the dollar. There’s another market for FTX.US users which is a little higher at 29. 34 traders. I think this is too high; I bet it was some random third-tier insider, just because there are more of them and they’re under less scrutiny. Moving on to the effects on effective altruism in particular (just assume I have all possible conflicts of interest here): 272 traders, check the detailed resolution criteria. I think the strongest case is something like the one described in this article, about Center for Effective Altruism leaders discussing concerns about Alameda Research in 2018. The article doesn’t give specifics but my guess is they were the same issues Kerry Vaughn describes here (though see the followup comment by an employee who left FTX, casting doubt on Vaughn’s claims). That means the market hinges on whether Vaughn’s allegations fit the resolution criteria that “the unethical behavior must have been related to fraudulent investment strategies that involve spending other people's money without their permission”. Vaughn describes “poor capital controls, including a lack of distinction between money owned by investors and money owned by Alameda itself”, which sounds like it’s in that direction but could cover a wide variety of badness levels. My guess is everyone will end up agreeing that disgruntled Alameda employees whisper-networked that some things were bad about the company in 2018, some of the rumors got to CEA leaders, the leaders debated whether this was worse than normal for a tech startup, decided it didn’t rise to a level where they needed to publicly freak out, and moved on. Isaac will have to pay attention to the details as they come out and decide whether or not it qualifies. 45 traders. This seems to confirm that the CEA incident is responsible for most of the probability mass above; many fewer people think the FTX Future Fund (ie the charitable branch of FTX responsible for giving out their money) was in on this. Related: this market only has five traders, but I’m highlighting it anyway in the hopes that it gets more. The most money is on 2022. My guess is that we’ll find that they had terrible accounting practices in 2018-2019 of the sort that could be classified as criminally incompetent in a way that bled into fraud (but the trades went fine so nobody was harmed) and then they ramped it up a lot in 2022 to deal with the crypto crash. I think this market will be harder to resolve than people expect. 47 traders. Everyone is panicking about this possibility, but it looks like it’s not too likely. 10 traders. I’ll take this chance to say: a lot of media is predicting the death of EA, or a major blow to EA, or something in that category. Not going to happen. The media isn’t good at understanding people who do things for reasons other than PR. But most EAs really believe. Like, really believe. If every single other effective altruist in the world were completely discredited, I would just shrug and do effective altruism on my own. If they instituted the death penalty for effective altruism, I would do it under cover of night using ZCash. And I’m nowhere near the most committed effective altruist; honestly I’m probably below average. “Saint gets eaten by lions in Colosseum, can early Christianity possibly survive this setback?” Update your model or prepare to be constantly surprised. 6 traders. So, we lost several hundred million dollars of funding in a giant disaster which was also morally outrageous and demoralizing. It happens. But lots of people have already emailed me asking how to send in more money to help fill the gap. Some added something like “it was so depressing that all the FTX money meant my money didn’t make a difference, but now I can help again, and it’s great!” Can these people fill the hole? 32% chance that they can! 10 traders. And if they don’t, we’ll still probably do better than in 2021, before all the FTX money started rolling in. We’ll try harder to hammer in the point about not doing “ends justify the means” reasoning, and do some reorgs and purges to prevent anything like this from happening again, we’ll make a bunch of other changes - some reasonable, some panic-driven - but we’ll go on. If all the far-future stuff collapses, we’ll donate to global health charities. If the global health charities don’t work, we’ll fund GiveWell to sit around and figure out something that does. If GiveWell gets hit by an asteroid, we’ll work on asteroid deflection (actually I think we might already be doing that). If asteroid deflection turns out to be -EV, we’ll switch to shrimp welfare, or give ourselves Zika virus, or any of a million other things. You have no idea how committed we are to continuing to do effective altruism regardless of whether or not it’s “popular”. But it will be popular. 45 traders, resolution criteria at the link, notice the dip when the FTX news broke, followed by recovery as people had time to think it over more. Moving on to slightly less serious topics: The snapshot doesn’t show this, but one of the suggestions is Atlas Rugged. 67 traders, interesting to see where forecasters’ priorities lie. This was a big rumor early on, along with “everyone was on meth”, but the on site psychiatrist said it was false during an interview. 13 traders. WHY DO PEOPLE KEEP GOING ON PODCASTS? Midterms! That was two weeks ago? It feels like years! A week before the midterms, I wrote: Polymarket, Manifold, and PredictIt now have shiny interfaces for predicting the upcoming US midterm elections. In terms of the Republicans taking the Senate, Polymarket is at 65%, Manifold at 58%, PredictIt at 73%, and 538 at 49%. Congratulations 538! Mike Saint Antoine (who wrote the review of Viral in the last Book Review Contest) has put some more work into scoring midterm election forecasts. Here are some headline results: Mike writes: The reason I didn’t just do a three-way comparison between PredictIt, FiveThirtyEight, and Manifold Markets is that the Manifold Markets forecasts included fewer questions than the PredictIt and FiveThirtyEight forecasts. So in order to do a fair comparison here, I’ll be comparing the smaller subset of questions for which PredictIt and Manifold Markets both gave a forecast. So it looks like both Manifold and 538 did better than PredictIt, and there’s no clear way to tell which of the former did better. (except I guess you could do this analysis with just the subset of questions Manifold and 538 share, but Mike didn’t and I’m also not going to). PredictIt has a pretty consistent Republican bias (it’s a minor epistemic sin to accuse a prediction market of having a predictable bias unless you’ve made money exploiting it, I made $600 this election so I’ll let myself pass). In years when Republicans do better than expected, it will probably look better than other markets; in years when they do worse, it will look worse. Still, this is a bias, so I think we should take them doing worse this year as a fair reflection of their accuracy, even thought next year it could go the other way. My main two takeaways here are: PredictIt isn’t yet good enough that the ideal theorems showing prediction markets should be unbiased and better than everyone else apply to it. The obvious explanation is its $800-per-question cap. Polymarket doesn’t have that cap and it did better, although Mike hasn’t done a formal comparison to 538.
Inline links: more than a month, less than a year, FTX.US users, this article, here, Not going to happen, some reorgs and purges to prevent anything like this from happening again, I think we might already be doing that, turns out to be -EV, shrimp welfare, give ourselves Zika virus, wrote, Polymarket, Manifold, PredictIt, 538, Viral, scoring midterm election forecasts, https://substackcdn.com/image/fetch/$s_!z0IM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbcfb99af-ec23-4ff9-bcec-ffe248821898_1800x900.png, https://substackcdn.com/image/fetch/$s_!NSlN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9c5602d-e060-454b-8a20-10e925c57526_1800x900.png, https://substackcdn.com/image/fetch/$s_!vBga!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F2b35fbd9-ee89-4f4f-b8b9-832742e483fd_881x289.png, https://substackcdn.com/image/fetch/$s_!h6tt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9355d197-997a-4c48-93c0-76abc23f2c12_881x287.png
Notice the second-to-last item, “Trump To Lose”. This sounds like a prediction market bet but I don’t know of any real-money market big enough to absorb $7 million on this question - the closest questions on Polymarket have only $1.2 million and $30,000 total. It could have been on a British betting site, but I don’t know details.
Inline links: $1.2 million, $30,000
Left: percent of births to unmarried women (source). Right: violent crime victimization rate per 100,000 people (source). These are the same data purportedly explained by the lead-crime hypothesis , where leaded gasoline poisoned young people’s brains and made them more impulsive. Last I checked this hypothesis had survived the replication crisis pretty well and continued to seem plausible. But Brooks’ theory is among the best alternatives I’ve heard. Brooks kind of drops that paragraph in there and runs, as if he hadn’t just proposed a bold and controversial explanation for one of the most important social trends of the century. In the same spirit, I want to gesture at some other mysteries and concepts that I feel tempted to throw Brooks’ theory at: Whither Tartaria? Around World War II, US civic architecture changed from colorful, ornate, old-fashioned looking buildings to brutalist concrete cubes or sleek glass modernist arrangements, even though most Americans continue to prefer the old-fashioned style; other art forms showed similar transitions at different times. Brooks’ theory suggests that the old-fashioned buildings were the preferred architecture of the WASP aristocracy, and the new architecture is the signaling equivalent of Native American handicraft blankets.
Fuzzy trad ideas of “values” mattering. Brooks already hints at this in his discussion of the crime / illegitimacy boom. I was previously suspicious of these explanations because it was hard to come up with a locus for “values”. Trends this big couldn’t be explained by individual values, but they didn’t quite seem like national values either - at least not the kind that could be budged with public awareness campaigns and feel-good support-our-values Disney movies. Brooks suggests the ruling class as the repository of values, and then lets values change suddenly because of a change in ruling classes. One final note: Brooks’ neologism for the new meritocrats, “Bobos”, stood for bourgeois bohemians. It was cute but never caught on. I would say its closest modern equivalent is “bluechecks” (this is a a vast improvement over the earlier term “Cathedral”, since it doesn’t imply having read Moldbug). Alas, Elon Musk ruined it; I can only hope lightning strikes a second time and we get some equally descriptive moniker. And speaking of Elon: every true silicon-blooded techie dreams of a world with no ruling class. A world where DeFi algorithms replace bankers, prediction markets replace “thought leaders”, and something something Khan Academy handwave bootcamp something something replaces the Ivy League. This is a beautiful utopian vision, which means it will never happen. More realistically, might techies replace traditional meritocrats as the ruling class? I think this was plausible around 2015, then fizzled out. Partly it fizzled because the New York Times, eternal mouthpiece of the establishment, noticed the situation and played defense effectively. Partly it failed because the meritocrats sort of took over Silicon Valley, and even though they don't own everything yet, they do own enough to prevent it from organizing into a real counterelite. And partly it failed because the specter of Trump convinced lots of different elites to close ranks around the bluechecks as heroic defenders of democracy. I'm currently bearish on the whole project. But if Brooks is right, Conant/Pusey’s fateful (and at the time unheralded) decision to open up Ivy admissions showed just how fragile aristocracies can be. Maybe some opportunity will arise where it is least expected. Related: David Brooks reconsiders Bobos 20 years later (Atlantic)
“Oh, so you’re one of those annoying libertarians?” Maybe! But I’ve donated to enough Democrats to get spam texts from Nancy Pelosi. And a lot of them say things like “our democracy is in danger” or “this could be our last free election ever” . If you really think January 6 was a close call, where do you think we’d be if Trump had succeeded? Would he have just passed a few more tax cuts and built a few more miles of border wall? Or would he have actually done the fascism thing? And if he actually did the fascism thing, do you think he would have shown more restraint than the Canadians, and backed down from freezing bank deposits as a weapon against protesters?
The WHO is completely untrustworthy. I worry some people will be offended by me even considering this possibility, but sometimes things like this are clearly true. For example, the EPA seems like it should be an authoritative-seeming source on the environment. But during the Trump administration it got captured by some pretty awful people and made some official-sounding statements about how the evidence showed global warming was fake. So we do need to be prepared for authoritative-sounding sources being completely untrustworthy. And if this happens, I hope prediction markets will figure this out and discount their opinion the same as they would the tinfoil hat guy. Or, if they don’t, at least you can get rich quick by betting against them.
Able to get top-1 strict accuracy of at least 90.0% on interview-level problems found in the APPS benchmark introduced by Dan Hendrycks, Steven Basart et al. Top-1 accuracy is distinguished, as in the paper, from top-k accuracy in which k outputs from the model are generated, and the best output is selected. By "unified" we mean that the system is integrated enough that it can, for example, explain its reasoning on a Q&A task, or verbally report its progress and identify objects during model assembly. (This is not really meant to be an additional capability of "introspection" so much as a provision that the system not simply be cobbled together as a set of sub-systems specialized to tasks like the above, but rather a single system applicable to many problems.) Resolution will come from any of three forms, whichever comes first: (1) direct demonstration of such a system achieving ALL of the above criteria, (2) confident credible statement by its developers that an existing system is able to satisfy these criteria, or (3) judgement by a majority vote in a special committee composed of the question author and two AI experts chosen in good faith by him, for the sole purpose of resolving this question. Resolution date will be the first date at which the system (subsequently judged to satisfy the criteria) and its capabilities are publicly described in a talk, press release, paper, or other report available to the general public. Even this isn’t perfect (which models are “the equivalent of” a 1:8 scale Ferrari 312?), but in practice once you get to this level of details people mostly stop worrying about this. Another method (mostly associated with Manifold) is to just leave it up to human judgment - specifically, the judgment of the person who made the market. For example, I could make a market in “By 2050, will there be an AI which Scott Alexander thinks qualifies as ‘human-level’?” This will force market participants to price in the risk that I have bad judgment or act dishonestly. But perhaps these risks are small. For example, I might say elsewhere what I think qualifies as “human-level” AI, or you might think human-level AI will be so obvious when it comes that I will definitely agree with you about it. As for honesty, this could be enforced either legally or by reputation. Someone who has resolved their past 100 prediction markets honestly will probably resolve this one honestly too, especially if they get paid to do so and will never get customers again if they lie. When we invest on the normal stock market, we trust that our brokers / the NYSE / etc won’t run off with our money, and this trust is usually well-deserved. Even when we make an online purchase, we trust that the store we’re sending our money to won’t steal it and refuse to send us the product. It would be an exaggeration to say that trust is a solved problem, but evidence from Manifold suggests that most people price in a <1% chance that well-known market makers with good reputation resolve dishonestly. If prediction markets got big enough, they could spawn trusted “resolution companies” who individual markets and market-makers could outsource their resolution to, for a fee. If these companies were ever dishonest, they would lose all their business from then on, so they would probably be as honest as other businesses like your broker / the NYSE / various online stores / etc. 4.7.1: Isn’t a lot of the “crisis of trust” around questions that might never have clear future answers? For example, consider the debate around whether Donald Trump is a Russian agent. Maybe no proof will ever come out either way. Or maybe some evidence will appear that seems to prove one side or the other, but people will continue to deny it for political reasons, and the problem of resolving the prediction market will be just as hard as the problem of answering the original question. Indeed, prediction markets aren’t very good at this, and are only fully trustworthy on questions where the true answer will eventually become apparent. Still, they might not be completely useless. For example, if you’re worried about Trump being a Russian agent because you expect him to pursue pro-Russia policies, you can start markets in whether he pursues those policies. Or you can start a conditional market (see 5.1) on whether, if Russia ever releases its past intelligence data many years from now, the data confirm/disconfirm that Trump was an agent. See Part 5 for other clever ways you might try to address this problem. 4.8: “Meme stocks” like Gamestop and AMC sometimes remain mispriced indefinitely. How do we know this won’t happen with prediction markets? Meme stocks are a type of Ponzi. It’s “reasonable” to buy Gamestop at some inflated price, because - who knows? - someone else might buy it at an even more inflated price tomorrow. And this can keep going arbitrarily long, or at least long enough for you to get out with a profit. Unlike meme stocks, prediction markets have a clear resolution date. If you’re predicting who will win the next election, the market will go to 100% or 0% after the election finishes. No matter how many memes there were, you wouldn’t buy a share in “the Democrats will win the election” for 99% the day before Election Day if you knew they would definitely lose. But that means prediction markets should be accurately priced the day before Election Day, which means you shouldn’t buy at an inaccurate price two days before Election Day, and so on. I can’t say for sure that no prediction market will ever get mispriced for meme reasons, but they should be much more robust against meme mispricings than the stock market. And even the stock market doesn’t have too many meme stocks. 4.9: How do prediction markets deal with outcomes in the far future? Suppose there is a question “who will win the 2100 election?” Currently it says 25% Democrats, 75% Republicans, and I believe it should be 50-50 (we’ll ignore third parties, or the possibility of America not existing in 2100, for now). So if I bet on the market, I can (in expectation) double my money. But there are many better ways to double your money by 2100. For example, if the stock market grows 4% per year, I should expect any money invested in the stock market to multiply by 20x in 2100. So just doubling it in a prediction market is a bad option. Realistically, this means prediction markets won’t work well for far-future events. These might be a better match for forecaster tournaments or some other structure, where we get the forecaster track records through present events, then use those track records weighting their far-future predictions (see also 5.5). There are already good forecasting tournaments on some far future events. But if you really wanted to use a prediction market, you could theoretically solve this by putting investors’ money in index funds while they waited. Then the winner would get their (and the losers’) original deposits and investment profits, and it would go back to being a better option than investing in index funds directly. In practice this seems complicated and I wouldn’t expect it to work. 4.9.1: What about predicting things that would make it impossible or pointless to win money, like human extinction? Again, these questions probably aren’t great matches for prediction markets, and you should use forecasting tournaments or some other method (see also 5.5). If you really wanted, you might be able to make it work in theory through a mechanism sort of like this one. 5. What are some clever uses for prediction markets? Here’s a non-exhaustive list: 5.1: Conditional prediction markets / decision markets Suppose the government is trying to decide whether to throw its weight behind Vaccine A or Vaccine B for some deadly disease. There are some experts behind both, both sets of experts accuse the other of being in the pay of pharmaceutical companies, and decision-makers don’t know who to trust. They might make two prediction markets, like: If we decide to go with Vaccine A, will at least X people die from the disease?
Inline links: Dan Hendrycks, Steven Basart et al, already good forecasting tournaments on some far future events, this one
After the event happens, use the outcome to update everyone’s reputation and refine the algorithm. Superforecasting uses some of the same ideas as prediction markets - probabilistic forecasts, incentives to get the right answer, aggregation methods that favor people with good track records. In studies comparing superforecasting tournaments to small prediction markets, the superforecasting tournaments have done equally well or even slightly better. My goal with this FAQ is not to claim that prediction markets are always better than superforecasting. I think of both as part of the same revolution in forecasting technology, and would be happy with policy-makers or other important people using either. Still, I do think that each has situations where they might be a better fit than the other. Superforecasting tournaments shine on questions so far in the future that financial incentives start to lose force (for example, people are unlikely to place bets on questions about 2100, when most of them will be dead anyway). They’re also good in situations where you can’t get a big prediction market together - superforecasting scales down more gracefully, since you can identify individuals as superforecasters and consult them even in situations where you can’t get a full tournament together. Prediction markets shine in avoiding advanced manipulation attempts, in providing a single canonical answer when someone might worry that any given tournament was biased, and in aggregating the results of superforecaster tournaments with each other and with other sources. Remember that a superforecasting tournament can be considered an “expert”, like Nate Silver. So by the argument in Part 2, we should expect that a big prediction market won’t consistently be worse than any given superforecasting tournament, as long as the tournament’s answers are public knowledge. If there were ever a superforecasting tournament that consistently outperformed prediction markets, that would be a simple mispricing, people would correct it, and the market would eventually agree with the tournament. 4.5: Aren’t prediction markets gambling? Isn’t gambling bad and addictive? Yes, sort of. But most countries allow forms of gambling that aren’t too addictive and have some social value. For example, investing in stocks, or investing in commodities futures. I think prediction markets are more like this than like traditional gambling in casinos. People who want to gamble can already buy cryptocurrencies, or trade stocks on Robin Hood, or (in 20 states) place online sports bets on sites like DraftKings. All these things seem more addictive than, and have less social utility than, prediction markets. I don’t think promoting or legalizing prediction markets is going to make the gambling situation much worse than it is already - so given how useful I think they are, I think they would be net positive. People who are more concerned about the gambling aspect might want to stick to play money prediction markets, which wouldn’t have this problem. 4.6: Where does the money in prediction markets come from? That is, if "you get a dollar when the Democrats win”, who provides the dollar? In the abstract, prediction markets pair up people who want to bet on different sides of a proposition. For example, if a market says that there’s a 75% chance that the Democrats win, then they pair up someone willing to buy a share in “The Democrats win” for $0.75 with someone willing to buy a share in “The Democrats lose” for $0.25, for a total of $1 spent on these two shares. Then, when the Democrats either win or lose, the person with the correct share gets the $1. In practice it’s annoying to have to wait for someone to take the opposite side of the trade, so some people (or bots!) play “market maker” and are willing to take your bet on the assumption that someone else will come along soon to take the other side. But it’s usually safe to abstract this step away and just imagine people betting with each other, using the market as an intermediary. 4.6.1: Then why should anyone play prediction markets, when on average they’ll only break even? It seems like this is a worse deal than stocks, which tend to go up over time. Every dollar someone wins on a prediction market corresponds to someone else’s loss; in expectation; across all participants, the average gain is 0. But the stock market tends to go up over time, as businesses expand to new areas and invent new products; across all participants, the average gain is about 4% per year. So why ever invest in prediction markets instead of stocks? Whatever the theoretical answer to this question, lots of people do invest in prediction markets instead of stocks sometimes; several existing prediction markets have questions with hundreds of thousands of dollars in trading volume. You would have to ask those people why they do it. Maybe it’s because it’s fun. Or maybe it’s because they think (rightly or wrongly) that they’re above average and can make a profit. This is no different than other zero-sum games like sports betting, which attracts billions of dollars each year. The futures and commodities markets are also zero-sum, but attract billions of dollars by giving companies an opportunity to hedge risk. For example, a nickel mine might get rich if the price of nickel goes up, but go bankrupt if the price of nickel goes down. And they might prefer a predictable world where they get a small but guaranteed profit no matter what happens to nickel prices. So they bet some amount of money on commodity markets that the price of nickel will go down, and then their income is the sum of what they make from their nickel mining and from their bets - which, if they handled their hedging correctly, should be a small but guaranteed profit. Prediction markets would allow hedging of other types of risk - for example, import-export businesses might want to hedge against the risk that a protectionist politician gets elected, or tourism companies might want to hedge against a pandemic that closes international borders. These people would inject enough money into the market to subsidize sophisticated speculators. Finally, I envision that someday people who want to know the answer to specific questions can subsidize prediction markets on them. For example, the Democratic Party might subsidize a conditional market (see 5.1) about which Democratic primary candidate is most likely to win the general election. Their money would go to giving the average investor a 4% (or some other number) rate of return - although of course winners would gain more than that and losers would still lose on net. I think this is the most likely way for prediction markets to become very big. 4.6.1.1: If people use prediction markets to hedge risk, won’t that distort them? That is, suppose that an import-export business spends millions of dollars betting that Trump will win in order to hedge against his protectionist policies. Since their bets aren’t based on the real chance of Trump winning, won’t that distort the market? No. Suppose that everyone knows Trump has a 50-50 chance of winning. And suppose the import-export business, in the process of hedging risk, bids it up to 90-10. Since you know Trump has a 50-50 chance of winning, you can get rich quick by bidding it back down to 50-50. From your point of view, the import-export business is (in expectation) giving you free money. But they’re still happy to do it, because they’re hedging their risk successfully. 4.7: Aren’t a lot of the questions we care about inherently subjective or hard to measure? This is a frequent problem for prediction markets. For example, we might want to know something like “will we get human-level AI before 2050?” But how do we define “human-level AI”? If there’s an AI that’s much better than humans at most tasks, but much worse at a few, is that “human-level”? If there’s an AI that seems human-level in demos, but the team that makes it won’t let it be independently tested, should that count? If it works through some kind of Frankenstein chip that combines vat-grown brain tissue with computing machinery, is that still an “AI”? Prediction markets have found a few ways around this problem. First, many groups (for example, Metaculus) try to define their resolution criteria very carefully. A typical Metaculus question on AI sounds like this: We will thus define "an AI system" as a single unified software system that can satisfy the following criteria, all completable by at least some humans. Able to reliably pass a 2-hour, adversarial Turing test during which the participants can send text, images, and audio files (as is done in ordinary text messaging applications) during the course of their conversation. An 'adversarial' Turing test is one in which the human judges are instructed to ask interesting and difficult questions, designed to advantage human participants, and to successfully unmask the computer as an impostor. A single demonstration of an AI passing such a Turing test, or one that is sufficiently similar, will be sufficient for this condition, so long as the test is well-designed to the estimation of Metaculus Admins.
31: Sinfest was a standard apolitical webcomic from 2000 - 2011, when it suddenly pivoted to promoting a radical feminist message (the author is male). Then in 2019 it made another sudden pivot to alt-right and pro-Trump themes. “Fans” (there are few left who don’t need the quotation marks) speculate on its unusual journey.
Inline links: Sinfest, speculate on its unusual journey
I Googled “Trump fraudulent election”, and the first story that came up supporting the idea that the Democrats stole the 2020 election was Fox News’ Senator Rand Paul Claims Statistical Fraud In States Where Trump Lost.
. . . a few key vote updates in competitive states were unusually large in size and had an unusually high Biden-to-Trump ratio. We demonstrate the results differ enough from expected results to be cause for concern.
Did anyone in your family (as per your best guess) die of COVID vaccine side effects? I got 917 responses so far. On Kirsch’s original poll, the answers were 3.5% and 7.9%; on my survey, they were 6.8% and 0.9%. I think my higher rate of COVID deaths was because I carelessly changed “household” to “family”, which includes eg extended family. But why did I get so many fewer vaccine deaths? Looking at these people's other responses, they did not show a consistent tendencies to make things up or say outrageous things (except for one who listed their religion as “Satanist”). That having been said, they did have an atypical response pattern; most ACX readers are white male Westerners, but these people were 38% female, 38% nonwhite, and 88% non-American. Highest degree was 12% high school, 25% college grad, and 63% postgrad; IQs were listed as extremely high, just like everyone else who gives their IQs on my survey. Politics were significant for 25% Marxist (otherwise a rarity in my survey), but otherwise typical, and did not lean right-wing. They were slightly, but not overwhelmingly, more likely to distrust the media and dislike strong COVID responses than other survey respondents. Overall I don't feel like I learned too much from examining them. The survey is still open (take it now if you haven’t already!) and I'm hoping to get more data on this later. 5: Comments Pointing Out Very Clear Examples Of Media Lies Several people agreed with the wider point, but tried to find a counterexample - a media lie so explicit that nobody could ever deny it. Some people noted that the term “fake news”, when invented in 2016, was originally applied to a very specific kind of fake article, often from weird Macedonian article mills, that were saying utterly fake stuff in a way that even Infowars didn’t. Robert Stadler: This was what was interesting about the phenomenon of "fake news" during the 2016 election, before that term was successfully hijacked by Donald Trump to mean "news stories I don't like." There was a wave of what looked like news articles, spread largely via Facebook, that were entirely fictitious. The people writing those "articles" were not journalists and were not trying to be journalists. They made up the stories out of a mix of rumor and complete fabrications, either for political purposes or just as click-bait (this has never been entirely clear to me). It's unfortunate that the term "fake news" has been so thoroughly tainted, because the existence of those articles was genuinely noteworthy, and it's now harder to talk about them . . . I don't remember any myself (since it's been 6 years), but here's a study which has some specifics - http://web.stanford.edu/~gentzkow/research/fakenews.pdf After some searching, Benjamin Jest (writes As Fair A Name) was finally able to produce a specific example - Nancy Pelosi Hanged At Gitmo - which does, indeed, claim that leading US Democrat Nancy Pelosi was hanged at Guantanamo Bay for “treason and conspiracy” on December 27, 2022. It seems to suggest that the order was given by Donald Trump, who is still President, and that Hillary Clinton had already been executed in the same manner in April 2021. I will admit this is definitely an example of a “news source” making things up rather than just stretching the truth. The source, RealRawNews, claims on its About Page to be a “parody site”, but this outside article about them says they go back and forth between claiming to be a parody and claiming to be real. Some of their claims are more plausible than the Gitmo one - for example, that many Air Force pilots were resigning because of the COVID vaccine mandate - but equally false. They seem to go back and forth between “things that some conservatives might believe to be true” and “things that are obviously false but maybe gratify conservatives’ id”, adding or subtracting the “parody” label based on which one they’re doing at the time. It’s a fascinating business model, and I guess the term “fake news” fairly applies to it. Yug Gnirob writes: I don't know how to find them, but I definitely remember several completely fake articles about Trump during and immediately after the election. One of them was him citing "an ancient law" that prevented President Obama from doing... some liberal thing, I don't remember what. The most memorable one was immediately after the "Muslim Ban", where they claimed it had resulted in the arrest of a high-priority terrorist on day 1. I feel like that one showed up on one of the fact check sites, but I'm not seeing it on Snopes. I remember Stephen Colbert reporting the articles had been tracked down to a couple of Macedonian teens, who had discovered that writing fabricated pro-Trump articles was an easy way to make money. 6: Comments Making Other Claims Of Media Lies And Misdeeds — Beowulf888 on the LA Times and COVID: Well, there are media outlets that propagandize—but I think it boils down to if it bleeds it leads. Most corporate media outlets have the economic incentive to increase the readership by grabbing one's attention with scary headlines and articles. The perfect example of this phenomenon was in April 2020 when the LA Times interviewed an atmospheric chemist at Scripps. She made the claim that SARS2 virus particles in sewage were being carried back to land by sea spray. The reporters and editors uncritically relayed her comments as if she were an expert with the same credentialled expertise as a virologist or epidemiologist. There are numerous reasons why this would be very very low on the threat level even with what little we knew about the SARS2 virus at that time. This story was picked up by the media everywhere, and county health officials (either because there was public pressure to do so, or because they really believed her) shut down beaches up and down the coast of California. Did the LA Times and the news media really have any motivation to promote the closure of public beaches? I can't imagine they did. But they did have a scary headline that would promote readership and spread LA Times as a news source. Some weeks later the LA Times did a retraction, but by that time it had entered the popular imagination that beaches were a potential vector for COVID infection. I’m developing an allergy to the word “uncritically”. Being able to fact-check scientists is a rare skill - I’m not surprised nobody at the LA Times had it ready to deploy for this exact article. — Mike Mulligan writes: The pushback is largely because you are doing a false equivocation between the New York Times (who you hate and have a vendetta against) and Infowars (who you are pretending does basically the same thing as other outlets). And you know this, but on your own metric it won't count as a lie, because you just selectively misrepresented things. On the two articles in this series, I’ve included phrases like “This doesn’t mean these establishment papers are exactly as bad as Infowars; just that when they do err, it’s by committing a more venial version of the same sin Infowars commits” and “Again, my goal here isn’t to . . . say NYT is exactly as bad as Infowars” and tried to explain the exact way that two things can both commit a similar error without one being exactly as the other (Hitler and someone who shot a robber in self-defense both committed a similar action called “killing people”, but this doesn’t mean they both killed exactly the same people with exactly the same level of justification). Still, I got numerous comments getting angry at me for saying that I was calling NYT exactly as bad as Infowars, and saying I was being deceptive / lying because of this. This is why I’m so convinced people are erring on the side of too mistrustful - you can fill your articles with sentences about how you’re not claiming X, and people will still find ways to accuse you of lying because you said X. — Garrett writes: [The way Infowars covered Obama’s birth certificate] isn't any different from eg. mainstream media coverage of anything which involves firearms. They make (or promulgate) so many stupid technical errors I've stopped paying attention to them at all. They could have 1 person on staff who's responsibility is to understand firearms and run everything past them. But they don't. To what should I attribute this continual stream of errors? Is mainstream media coverage of firearms honestly flawed? Is it “reckless disregard for truth?” Is it a “lie of egregious sloppiness?” I think your answer to this question will depend more on how bad you want to accuse the mainstream media of being, relative to other forms of media, than on how you define these inherently slippery terms. — Jeremy Goldberg writes: There's an outright lie right now on the Washington Post homepage. A caption above a graph showing the inflation rate over time states, "Elevated prices coming down, annualized rate shows." The chart shows the current inflation rate is 7.1 percent, down from a high of around 9 percent. Elevated prices are not coming down at all. They just aren't elevating as fast anymore. I asked Jeremy to guess the probability that this was an honest mistake vs. malice. He said (thanks for giving a clear answer!) 60-40 in favor of malice. I think this is pretty high, given that I had to read Jeremy’s comment several times before I realized what the error was supposed to be, but I’ve already said I lean towards the “all the rest of you are extremely paranoid” side of things. — Jiro writes: I opened a thread on dsl: https://www.datasecretslox.com/index.php/topic,8430.0.html People brought up several examples there. You can read the thread. One of the more famous examples was saying that Kyle Rittenhouse crossed state lines with a weapon. There are also a bunch of cases where the media says there's "no evidence" for something that has evidence. Someone also brought up your own example of people "tested for drugs" when they were actually just asked if they used drugs. I would count that as an outright lie, even though you don't. I disagree that being asked if someone used drugs is a "test". Oh god, if saying there’s “no evidence” for something counts as a lie, then every media source in the country stands hopelessly condemned. I did write an article (here) on what the people who use that phrase might be thinking (if you can call it that). I agree the Rittenhouse situation was pretty egregious, though commenters bring up that since he went across state lines and had a weapon, it wasn’t unreasonable for people to assume he brought the weapon across state lines. Still, you wonder whether news sources would have repeated reasonable-sounding-but-didn’t-actually-check slanders about someone they liked. I do think this is a good antidote to some of the “mainstream media is actually very careful and fact-checks everything in their original reporting” takes in the comments section. — David Riceman says: How about Richard Landes's new book "Can the whole world be wrong?" about the many lies in the cognitive war against Israel (e.g. Muhammad Al Dura) See his discussion here for why he thinks this is a good example. — FractalCycle writes: I'm collecting examples from other people, will post ones that seem like real counterexamples as I get them. Here's one from recently: https://forum.effectivealtruism.org/posts/jsByfxvNA4x23stLY/a-letter-to-the-bulletin-of-atomic-scientists Yes, I included this issue with the Bulletin Of Atomic Scientists in my last links post, and they really do come out looking very bad here. See here for more discussion. — Hank Wilbon (writes Partial Magic) writes: I think the false Rolling Stone story a decade ago about the frat gang rape counts as the media explicitly lying, particularly as Rolling Stone is historically known for good fact checking (It is a plot point in the movie Almost Famous), however I think that counts as a "very rare" case and that Scott's claim is correct. I asked “Why? A woman said she had been raped, and Rolling Stone believed her. The woman was making it up, but Rolling Stone wasn't” and Deepa commented “Isn't it the job of a reporter to investigate? And be good at it?” I don’t want to pick on Deepa, but this is what happens when you have an overly expansive definition of “lie”! — TorontoLLB writes: The most straightforward counterexample I can think of is the NBC manipulation of the George Zimmerman 911 call. For example this: "The 9-1-1 operator then asked: "OK, and this guy, is he black, white or Hispanic?", and Zimmerman answered, "He looks black." was changed to: ""This guy looks like he's up to no good. He looks black." In another segment they combined completely separate parts of the call to create an audio clip that presents him as saying ""This guy looks like he's up to no good or he's on drugs or something. He's got his hand in his waistband, and he's a black male." There was other bits of reporting from the major networks that appear to be closer to fraud than selective amplification or choosing what not to report. Enough so that in Twitter threads asking people how they got "red-pilled" person after person refers to the media response to the incident. I haven’t looked into this and I can’t confirm or deny that this is true. I hope everyone finds at least one of these comments obviously fair, and at least another obviously unfair, in a way that encourages you to think more about these issues. 7: Other Comments — Paul writes: What's funny is the Weekly World News - the supermarket tabloid with headlines declaring Bigfoot had been found, and married to a local man's sister!; JFK was still alive, etc. - would pass muster under this analysis. They always had sources report stories to them. Those sources were just batshit crazy. Their strategy was simply not to question them skeptically to poke holes in their story as an ordinary reporter/person would, but to encourage them - "Wow, really, a wedding; what was Bigfoot wearing?" I don't mean to entirely dismiss the distinction you make. But in insisting that not a single story - not even one of the most egregious stories by the most irresponsible, disreputable, of barely-extant publications - is a lie, I think you try to prove too much. In doing so, you retreat so far that you defend only a weak and emasculated position, not any of the broader or more meaningful points implicated by your piece. Thanks for this - I always wondered what those tabloids thought they were doing, and for some reason this matches my model of human psychology better than my previous theories about “maybe they just made it up” - though I bet they do some of that too. — John Buridan writes: I used to have very low priors against conspiracy theories and so was willing to hear out the arguments at length and go back and forth for many weeks and months on a single theory. I would say my conspiracy theory expertise is in creationism and government conspiracies, especially ones involving either Catholicism or Judaism. And I'm okay on one's involving fluoridation, chemtrails, and GMOs etc. One of my housemates was a senior when I was a freshman in college gave me the Adobe illustrator birth certificate shtick, and we went through it together. We downloaded the birth certificate, uploaded it to Adobe illustrator, and saw the weird things. Then I went back to my day job where I was learning Adobe Illustrator. This is maybe 2 weeks later. And what do I find but that when I do this with any PDF, Illustrator renders it in the same janky way? Conspiracy dissolved. I grew up surrounded by people who believed conspiracy theories, although none of those people were my parents. And I have to say that the fact that so few people know other people who believe conspiracy theories kind of bothers me. It's like their epistemic immune system has never really been at risk of infection. If your mind hasn't been very sick at least sometimes, how can you be sure you've developed decent priors this time? Of course, this just all goes back to the dark matter beliefs of people in our outgroup. And the eternal question of where do good priors come from? How do some people's beliefs get so messed up? Thanks for this. I agree that a little bit of experience personally believing conspiracy theories, or knowing people who do, goes a long way. When I was a teenager, I flirted with a lot of pseudoarchaeology theories - think Graham Hancock, underwater pyramids, that kind of thing. I got better, but it left me with a visceral understanding of how people can genuinely believe weird things - not be lying about it, not be secretly making some kind of emotional point about how they hate the system, not be deliberately trying to be as sloppy as possible because you’re a bad person - just genuinely believe it because you tried to reason about it and failed. I think if you haven’t had that experience, then it’s really hard to understand people who have. 8: My Actual Thoughts I should probably try to say, as clearly as possible, what I think. It seems like all of these are different things: Reasoning well, and getting things right
Inline links: take it now if you haven’t already!, Robert Stadler, http://web.stanford.edu/~gentzkow/research/fakenews.pdf, Benjamin Jest, As Fair A Name, Nancy Pelosi Hanged At Gitmo, claims on its About Page, this outside article about them, writes, the LA Times and COVID, in April 2020 when the LA Times interviewed an atmospheric chemist at Scripps, writes, writes, writes, said, writes, https://www.datasecretslox.com/index.php/topic,8430.0.html, here, says, here, https://forum.effectivealtruism.org/posts/jsByfxvNA4x23stLY/a-letter-to-the-bulletin-of-atomic-scientists, here, Partial Magic, writes, writes, writes, writes
But second, I like when I have personal experience with a cognitive bias, so I know what it feels from the inside. The most recent time I fell for a conspiracy theory was Trump-Russiagate. I didn’t believe in an active way, so much as hear that lots of other people believed it, assume it was probably true, and not bother looking into it. Still, this seems easier to think about sympathetically than the Elders of Zion, so let’s think about it.
When I ask why Trump-Russiagate was so appealing, I get an answer like this: lots of people really hated Trump. But there wasn’t a single, pithy, irrefutable reason to hate Trump. You could say that he violated a lot of important social norms, had many terrible policies, and said offensive things. But other people could hear you say this and still like him. They could counterargue that the social norms he violated weren’t really important norms, his policies were actually good, and his opinions weren’t offensive after all (or that that certain kinds of “offensiveness” are good). People hated Trump more than they could easily justify.
(I’m not making the value judgment that they hated him more than he deserved. I’m saying that most people don’t know much about politics and are bad at putting their opinions into words. If they tried to output their exact reasons for hating Trump, it would come out wrong, or it would feel less convincing than they thought it should be).
Four years ago I wrote Trump: A Setback For Trumpism, pointing out that when Trump became president, his beliefs became much less popular. For example:
Inline links: Trump: A Setback For Trumpism
In the original Trump post, I speculated that the effect might come from people’s dislike of Trump’s personality spreading to a dislike of his policies. I don’t think that can be true here - the abortion ruling was a straightforward policy change with no extra personality component.
Maybe it has to do with how quickly people can find a case of the new law going wrong? My impression of the post-Dobbs debate on abortion was that it centered on an incredibly sympathetic 10-year-old rape victim from Ohio who really needed an abortion but was having trouble getting one - a few stories like that can probably move opinion a lot. In contrast, even if Obamacare causes budget deficits or whatever, it’s harder to find a specific victim. This doesn’t quite fit the free trade vs. protectionism example though, although it fits some other Trump issues like deportation.
2018 was the middle of the Trump administration. It was also the Socialist Moment when people thought something Bernie something something Chapo Trap House meant the far-left was on the rise. I wrote:
I judge 1, 4, 5, and 6 as having happened, and 2 and 3 as not having happened, making me directionally correct on all predictions. You might think these were too easy, but I made them because in 2018 a lot of people were panicking about a (probably poorly handled) poll saying that support for gay rights was collapsing In The Age Of Trump, and I was pushing back against that. Time has proven me right.
The crisis of the Republican Party will turn out to have been overblown. Trump’s policies have been so standard-Republican that there will be no problem integrating him into the standard Republican pantheon, plus or minus some concerns about his personality which will disappear once he personally leaves the stage. Some competent demagogue (maybe Ted Cruz or Mike Pence) will use some phrase equivalent to “compassionate Trumpism”, everyone will agree it is a good idea, and in practice it will be exactly the same as what Republicans have been doing forever. The party might move slightly to the right on immigration, but this will be made easy by a fall in corporate demand for underpriced Mexican farm labor, and might be trivial if there’s a border wall and they can declare mission accomplished. If the post-Trump standard-bearer has the slightest amount of personal continence, he should end up with a more-or-less united party who view Trump as a flawed but ultimately positive figure, like how they view GW Bush. Also, I predict we see a lot more of Ted Cruz than people are expecting.
It’s fascinating that even after a year of very bad publicity, Musk remains most respected (although maybe this is just because he’s on a list of “political figures” without being a politician, and people hate politicians?). But it’s equally interesting that Trump and DeSantis both do better than any liberal. Did this poll just oversample conservatives? I don’t think so - its relative ratings line up pretty well with RCP, except for Trump, who RCP has about as low as Biden. I think more likely conservatives actually like Trump and DeSantis, whereas liberals merely tolerate Biden and Clinton, and this gives them a bigger favorability advantage than election results would suggest.
Inline links: line up pretty well with RCP
I think I’m pretty against this. You’re allowed to make political claims in the sense of “I support John for President” or religious claims of the sort “The holy book resonates with me”, but once your claims take the form of truth claims, they’re at the very least motte/baileys and probably something worse. So if some guy says “I think Trump should have won in 2020”, that’s the kind of opinion you are completely allowed to have in a democracy. But if someone says “Trump did win in 2020 and there was election fraud”, it seems important to point out if this is literally false. If he retreats to “I’m just saying I think Trump is good, it’s a political claim, without a truth value, then you should tell him to stick to more explicitly political and non-truth-value-bearing claims phrased like “I think Trump should have won”. If you go around saying statements that sound like truth-claims, it’s a fair move to debate whether those truth claims are false!
This let him do false flag operations to consolidate his power, and intimidate or kill anyone who threatened it. I don’t know exactly how he got the prosecutors and courts to do his bidding in trumping up legal charges against all his opponents, but I assume it was some combination of appointing loyalists and threatening dissenters.
So could it happen here? Probably not. The closest US equivalents are the FBI and CIA. Right now they seem more aligned with the Democratic side of the aisle, so Trump or some future Trump would have a hard time winning their total loyalty. As for the Democrats, I think it’s against their ideological DNA to do Mafia-style killings. I’m not being some misty-eyed optimist here. I absolutely believe there are factions among the Democrats who would love to restrict free speech, pack the Supreme Court, divert Congressional powers to the executive branch, and lots of other creepy authoritarian things. But I just can’t take seriously the idea of Joe Biden / Kamala Harris / Chuck Schumer ordering goons to rough someone up3.
Inline links: 3
Reading this has made me seek out concerns about the FBI more, which led me to articles like Why We Can’t Trust The FBI and FBI Helps Ukraine Censor Twitter Users. I absolutely believe the FBI is spreading fear of terrorism for their own gain, often crosses the line between monitoring extremists and entrapping/provoking them, and is part of the general censorship apparatus. But even their enemies don’t accuse them of the tiniest fraction of what Putin and his security services were doing. I’ve also been trying to pay more attention to ways that the administration uses the courts and Justice Department to go after their enemies; although this is a time-honored dictatorship tactic, I think the allegations against Trump are mostly fair and there aren’t a lot of other, unfair ones I know about. I do think it’s a valid question whether, even if the allegations against Trump are fair, we ought not to make them, as part of a norm of making it hard to investigate enemies of the regime. But I’m not sure there has ever been such a norm - the investigations of Nixon and Clinton went further, on less serious charges.
Inline links: Why We Can’t Trust The FBI, FBI Helps Ukraine Censor Twitter Users
37: Same author: why did Mormon fertility drop? Argues it’s because Trump’s brand of profane hillbilly Republicanism alienated the Mormons, and their negative reaction drove them “[too] close to the vortex of the progressive-liberal-urban monoculture” to defend against their memes. I’m not sure their graph really supports this - there’s only a slight escalation in a pre-existing trend in 2016 - but it’s an interesting way of thinking about the world.
Inline links: why did Mormon fertility drop?
Schumer actually did say on the news that he expected the security services to sabotage Trump with a kind of "ha ha" tone. The reason American security services can't do this kind of thing isn't the virtue of left wing leaders or norms. It's that they cannot expect the kind of deference the KGB required. When Democrats have tried to weaponize such institutions they have faced backlash. (And Republicans have generally not been able to for the reasons you say.) The reason the security services can't suppress the Republicans is that the Republicans have real power and will strike back. And the same for the Democrats.
“Everyone says that negative polarization is a stronger force than positive. People might like Biden a little, but they really really hate Trump. It’s the same with writers. You might have some online pundits who you like, but you probably have more who you hate, and the hate is stronger. Until now, Substack was only able to profit off the liking - a certain cut of every paid subscription. Well, that’s why we’re introducing the antisubscription. You pay Substack the same amount as a subscription, and it neutralizes the subscription of one supporter. The blogger ends out with zero. If 10,000 people subscribe to Bari Weiss, and 4,000 people antisubscribe to her, then on net Bari gets paid for 6,000 subscriptions.”
For what it's worth, my marriage is a statistical anomaly. I'm an atheist liberal Democrat with an undergraduate engineering degree, and my wife talks to ghosts, voted for Trump, hasn't finished community college, and, most astoundingly of all, does read books but does not like Terry Pratchett novels.
(Btw, she did give up on Trump after Jan 6.)
When I am elected, I will mandate that all American websites serve popups to European Union residents explaining why the GDPR is annoying and why it affects even Americans who have no say in it. If the Europeans want to be able to access Google, Facebook, Twitter, or any other US-based site without clicking “I understand” every time they reload it, they’ll have to pressure their government to do something about GDPR. Appoint Donald Trump Constitutional Monarch This would require a constitutional amendment, but I’m sure I could convince enough people.
The British experience suggests that the role of a constitutional monarch is to flaunt how rich they are, get 24-7 news coverage regardless of whether or not they do anything interesting, and have scandals. Donald Trump is the best person in the world at all three of these things.
Trump wants to be on top, but is not that interested in governing. Meanwhile, American liberals (by revealed preference) want to continue thinking about him every hour of every day forever, but also don’t want him to govern. Constitutional monarchy would satisfy everyone’s preferences. If Trump is destined to destroy democracy - and everyone agrees that he is - let’s make it happen as gently and non-destructively as possible.
21: Study: as far as anyone can tell, Republicans who assert the 2020 election was fraudulent/stolen really believe this, and aren’t just “emotionally responding” to the question. I think in general people should be skeptical that people who disagree with them are just faking their beliefs. This is a good study, but I’m irritated by their replacing “Trump’s claim of a stolen election” with “the big lie” (not even in quotes, they just call it the big lie throughout). While this is a lie and is big, it’s like insisting on calling Trump “Mr. Jerkface” every time you refer to him in a serious scientific paper. It’s not about whether he’s really a jerkface or not, it’s about dignity and avoiding a tedious forced signaling spiral about how willing you are to throw out any pretense of objectivity and fully optimize your language for propaganda.
He is not really optimistic about the government liberalizing any time soon. There was a moment in the late Trump administration when something could have happened. But the 2020 election fraud controversy made regulators more paranoid about election integrity, and the FTX collapse made regulators more paranoid about seemingly-innovative forms of online betting. The only good news Pratik has is that CFTC is very busy right now, and it will probably be easy for small projects to continue operating in legal gray areas and not face much regulatory scrutiny unless they do something really wrong or grow too big too quickly.
Pratik Chougule leads the Coalition for Political Forecasting, a pro-prediction-market lobbying group. He discussed the CFTC’s recent decision, which was less about the normal factors and more about CFTC bureaucrats’ concern that they would be put in a situation where they had to determine election results. Suppose that Biden beats Trump in 2024, and Trump claims there was election fraud. Normally this is a problem for Congress, election regulators, the courts, the media, and the American people. But if there are election prediction markets, then election fraud would indirectly become a type of financial fraud, and now it is also a problem for the CFTC. I think this is a stretch - one could easily frame the question as “will such-and-such a source certify Biden as the winner of the 2024 election?” and then any fraud is already priced in - but I guess this isn’t how CFTC thinks.
Inline links: Coalition for Political Forecasting
1) America is no stranger to politicians wooing the electorate with bad economic policy. The most obvious case is Trump’s tariffs, but it’s silly to pick on something so out-of-the-ordinary when this is such a standard part of the game. Look at the American regulatory state, and lots of it is ruinous ideas that probably sounded good to people who didn’t understand economics. Take a random Chavez proposal, call it “the Green New Deal”, and publish an editorial saying it will “make the one percent pay”, and half the US electorate will start protesting for it immediately.
3) Chavez reminded me more of Trump than any of the other dictators I’ve profiled. This surprised me, because the other dictators were “right wing populists”, a designation people often apply to Trump, and Chavez was a left-wing revolutionary. Still, something about him feels deeply familiar. Chavez was, first and foremost, a great entertainer. He kept people watching by being funny, unpredictable, and - by the standards of a usually dignified political system - hilariously offensive. Partly this was because it was politically advantageous for him to have everyone talking about him. But partly he was an obligate narcissist and couldn’t have stopped it if he tried.
So Chavez feels like what happens if you get a left-wing Trump who’s a little more competent and then benefits from enough of an oil windfall that nobody can get rid of him. It’s not pretty.
Our candidates who have qualified today are Chris Christie, Nikki Haley, Ron DeSantis, and Donald Trump. And our first question is: what issue do you think is most important in this election? Chris Christie, let’s start with you.. Your Forbidden Letter is “V”.
MODERATOR: Sorry Ron, there were “S”s in the words this, is, and impossible. Donald Trump, you’re up next. The question is still what issue you think is most important during this campaign. Your Forbidden Letters are “A”, “E”, and “I”, which I realize might seem a bit -
CHRISTIE: Um. Hmmm. What’s going on in Ukraine is a . . . global Chrisis. [long pause] Like all Americans, I’m horrified by the news about Russian forces’ massaChris of innocent people. Ukraine should get not just our continuing support, but an inChris in military aid. [upbeat, finding his stride]. And I want to call out the hypoChrisy of Donald Trump on this issue. He says he wants to keep America strong, but he proChristinates on helping one of our most important allies.
What really happened was the opposite. In 2016, we got Trump, a populist demagogue. All of a sudden, the essence of conservatism seemed to be about supporting ordinary working-class people against the elites and so-called experts. Neoreaction, which was trying to found a new conservative movement based on the opposite premise, was left flat-footed - and disintegrated.
But the dressing is different! It’s how you would dress up Yarvinism if you were trying to sell it in the Age of Trump, after the hour for real neoreaction had passed. I’m not sure it deserves the same name, and Yarvin no longer (AFAIK) uses the NRx branding.
“This fortifies democracy. People like Donald Trump who are just in it for themselves will drop out, leaving only the true patriots.”
“Have you read Going Infinite? The book on Sam Bankman-Fried? Not that I generally approve of Sam Bankman-Fried. It’s just that - the book says Sam tried to bribe Trump not to run in 2024. Apparently Trump was willing to do it for $5 billion. And again, not to say Sam Bankman-Fried was right or anything, but obviously if you have $5 billion and you’re a Democrat, then that’s the best use of your money, right? And not to say that I wish he was never caught and had gone on to become a multi-deca-billionaire, but, well, you know . . . “ he trailed off. “Anyway, I was reading about all these delicate negotiations between Sam’s people and the Trump team, and it was funny - here’s this guy who’s famous for creating markets, and he’s stuck with boring old Mk 1.0 backchannel negotiations. So I thought - what if there was an Amazon or an eBay for paying politicians not to run? We wouldn’t have to get Trump our first year. We could start with your local city council member - Aaron Peskin, someone like that. Lots of people would pay Aaron Peskin money not to run. Then we build up from there.”
Inline links: tried to bribe Trump not to run in 2024
37: TracingWoodgrains: The Republican Party Is Doomed. Not electorally; it can still win elections as much as ever. But so many educated elites have abandoned it that it won’t be able to govern effectively (especially in the modern world where you need to cross your bureaucratic Ts or your policy will be overturned by the Supreme Court). All of this is a pretty common take (albeit well-presented). But I was intrigued by a conclusion hinted at in the article and developed more in comments sections, which is that Republicans will be dragged kicking and screaming towards something like small-government libertarianism, by the brute fact that government power will always work against them no matter how many elections they win. That is, Republicans will never be able to teach conservative principles (or even stop the teaching of woke principles) in the education system, because even if a future President Trump appoints a conservative Secretary of Education, all the teachers’ unions / principals / education degree-granting institutions will be left-wing. But Republicans might be able to create a robust charter school / home school / private school system that circumvents the power of all these groups and gives it back to parents. And ~50% of parents are conservative, which is a better deal than they’d get anywhere else. I dunno, could work.
Inline links: The Republican Party Is Doomed
10: Alex Tabarrok: Don’t Let The FDA Regulate Lab Tests. The FDA does not usually regulate lab tests, but they took over this domain during the pandemic, took over this responsibility, then proceeded to bungle it so badly that American hospitals and public health departments spent months without working COVID tests long after other countries had made them cheap and easily available. Now they’re trying to take permanent control of the whole area. Don’t let them!
Inline links: Don’t Let The FDA Regulate Lab Tests, bungle
Politics can become something between an addiction and an obsession. People can spend hours every day watching cable TV or scrolling through their Twitter feeds, trying to stay abreast of the latest outrage the other side is perpetrating. To be clear, they hate this. Each time they hear another outrage they’re somewhere between dejected and enraged. But they keep doing it. For hours a day. They will justify this with claims like “I need to stay informed so I can make a difference”. Then they will forget to vote because they were tired on Election Day. In any other situation, a condition with impaired cognition, psychotic symptoms, emotional instability that impaired normal functioning, and associated addictions/obsessions would qualify as a mental disorder. So again, which mental disorder is it? This post is about the possibility that it might be trauma. II. When Donald Trump was elected, some people described themselves as “traumatized”. Someone asked me for comment on the record, hoping I would say something like “as a real psychiatrist, trauma is a real disorder with strict criteria, and all you people are dumb”. I did not, in fact, make this comment. “Trauma” isn’t technically a mental disorder. The DSM contains seven “trauma and stressor related disorders”, of which the best-known is PTSD. An eighth disorder, “complex PTSD”, didn’t quite make it into the DSM but has been accepted by other classification systems, including the ICD-10 and WHO; other proposed trauma disorders are even less well-established. “Trauma” itself is a vague word encompassing all of these plus many less-well-defined situations. Although the vague concept “trauma” goes well beyond the DSM’s formal definition of PTSD, I think the latter makes a good reference point. Let’s look at the diagnostic criteria: [A trauma victim is someone who has] exposure to “actual or threatened death, injury, or sexual violence in one or more of the following ways: Directly experiencing the traumatic event(s).
A Google search brought up this lovely t-shirt. I think eBay’s policy of promoting inclusiveness by displaying shirts on ethnically diverse models may have failed them in this case. This is only the tip of the iceberg. Donald Trump Jr has a book called Triggered, and a biweekly TV show of the same name. Sheila Jeffreys’ biography is called Trigger Warning: My Radical Feminist Life. Jeffreys and Trump Jr may not have much else in common, but they are united by a shared appreciation for applying this technical psychiatric term to politics. I think this makes the most sense if political triggering and psychiatric triggering are literally the same thing because political toxicity is a subspecies of PTSD. D2: Persistent and exaggerated negative beliefs or expectations about oneself, others, or the world. Do I even need to explain this one? D3: Persistent distorted cognitions about the cause or consequences of the traumatic events that lead the individual to blame himself or others. As stated, this doesn’t really apply to politics. But I claim this is an overly restrictive description of the true problem, which is a general distortion of cognition around traumatic stimuli. See for example Reasoning, trauma, and PTSD: insights into emotion–cognition interaction. Here the researchers make people solve math/logic puzzles with five apples and eight oranges or whatever; as usual, most people do fine. Then they change the content to traumatic stimuli, like five rapists and eight abusers. Nobody is particularly happy about this change, but traumatized people seem to do worse when the stimuli relate to their own trauma. This is an exact analog to the “five Democrats and eight assault weapons” task discussed above; I don’t know if one line of research inspired the others, but they show some similar results. Other people have even more general findings. You may remember the Stroop Effect, where people have to say the color of words without getting distracted by their content. One variant is the Emotional Stroop Effect, where instead of giving color words (“yellow”, “red”, etc), you use emotional words and traumatic stimuli. Traumatized people tend to do worse at Emotional Stroop tasks relating to their specific trauma. See Modification of cognitive biases related to posttraumatic stress: A systematic review and research agenda. See also The Precision Of Sensory Evidence for a discussion of how this effect might happen. E1: Irritable behavior and angry outbursts (with little or no provocation) typically expressed as verbal or physical aggression toward people and objects. As seen at your family Thanksgiving table. Politics makes otherwise kind people into angry jerks. E3: Hypervigilance This is defined as a heightened awareness of surroundings, constantly scanning for danger, and misinterpreting innocuous stimuli as threatening. Wikipedia describes it as “there is a perpetual scanning of the environment to search for sights, sounds, people, behaviors, smells, or anything else that is reminiscent of activity, threat or trauma”. Dog whistles. Microaggressions. The hallmark of the advanced political partisan is the ability to describe everything the other side (or neutral third parties) do as secretly a political offense, and to reduce every possible situation to their issue of choice. For the past ten years, I’ve been involved in the anti-AI-existential risk movement, and have gotten to know other people in this movement pretty well. I can say with high certainty that the number one motive of these people is that they do not want to be killed by robots. Still, over the years people have ascribed every possible motive to us except that one, for example: It’s a plot by Big Tech to distract from other harms they are committing.
Inline links: Triggered, Trigger Warning: My Radical Feminist Life, Reasoning, trauma, and PTSD: insights into emotion–cognition interaction, Modification of cognitive biases related to posttraumatic stress: A systematic review and research agenda., The Precision Of Sensory Evidence, Dog whistles
Paranoia and conspiracy theories, considered psychotic symptoms in individuals, are almost the norm in politics. Forget the people who believe that Biden/Trump/FEMA/whoever literally want to put them in camps. The coastal elites/the patriarchy/the rich/the liberal media may all be real groups with agendas different from yours, but the way some people think about them actively plotting to dismantle everything good in the world shades into paranoia (if you don’t believe this about your side, at least consider it on the other!) I’m not just making fun of other people, I find myself making this mistake constantly.
And Johnson chronicles other problems with them. For example, long after the media called the 2020 election for Biden, PredictIt held on to a ~9% chance of a Trump landslide so massive it could not possibly have occurred even if he won all of his voting fraud challenges. Betting sites favored Biden to win all swing states, but Trump to win overall. The whole thing was a mess.
[EDIT: Maxim Lott says this was a 2022-specific problem, and overall markets have tied 538] Is Trump On Top? The latest round of polls shows voters preferring Trump to Biden in 2024:
The latest round of polls shows voters preferring Trump to Biden in 2024:
Tim Scott leading the (Manifold) race to be Trump’s VP, I think this could make for some interesting crossed ideological wires:
Tim Scott leading the (Manifold) race to be Trump’s VP, I think this could make for some interesting crossed ideological wires: Israeli operations in Gaza not expected to end until autumn (!)
I don’t read Hanania’s blog religiously. Maybe he has an article somewhere about Here’s Why I Think It’s Good To Have A Glaring Omission Around This Part Of My Argument. But I can’t predict what it would say. The Origins Of . . . The Next Trump Administration’s Civil Rights Policy Like I said with What We Owe The Future, it’s probably unfair to review this book qua book.
Inline links: What We Owe The Future
Therefore, every business owner needs to monitor their employees for jokes, political comments, flirtatiousness, and take action against any offenses. Hanania has several complaints here. First and most legibly, it (say it with me) gets taken too far. Volokh lists a large number of [examples of things that have been found to be] evidence of a hostile work environment: signs with the phrase “men working”; “draftsman” and “foreman” as job titles, pictures of Ayatollah Khomeini and a burning American flag in a cubicle; an ad campaign using samurai, kabuki, and sumo wrestling to refer to Japanese competition; jokes of a sexual nature not targeted at any particular person; misogynistic rap music […] even terms like “great view” and “walk-up” have been cited as potentially trying to exclude blind people and those in wheelchairs. And In a 2015 and 2016, a black father and son named Owen Diaz and Demetric Di-az2 [sic] worked at a Tesla plant. They sued the company for racial discrimination, with the father’s claims alone making it to trial….racial slurs were used in the presence of Diaz, and he saw racist graffiti on a bathroom wall. It appears that the workers allegedly responsible were mostly or all minorities themselves, and each time an allegation could be verified, the employee was punished. Tesla claimed that they had taken enough steps to address the concerns of Diaz […] a jury disagreed, and awarded the plaintiff $137 million, an amount that the judge reduced to $15 million. In response to the verdict, Tesla released a statement pointing out that witnesses confirmed that the slurs were used in a friendly manner, usually by African-American employees, and without hostile intent. (fact check: this article says the racism also included demands to “go back to Africa” people leaving drawings of caricatured black cavemen at the employee’s desk, threats, and claims that black employees were "given the most menial and physically demanding work" - and that these claims were backed up by testimony from two dozen former workers and a cellphone video showing people telling a black employee that they are going to “cut you up, n—-r”. This seems like a sufficiently different story that I’d like to know whether Hanania still stands by his version) Other parts of harassment law lead to more unfair double-binds. For example, you can’t be seen to “retaliate” against someone who accuses another worker of harassment. So suppose that a minority employee is bullying a white employee, the white employee resists, and the minority accuses them as “harassment”. Maybe there’s even a full trial, everyone agrees this is what happened, and the white employee is found totally innocent. Still, you can’t fire the bully, because that would be retaliation for a harassment complaint. And since you probably don’t want the bully and their victim in the same department, you need to move one of them. And you can’t move the bully, because that would be viewed as “retaliation” for the harassment complaint and they could sue you for millions of dollars. So you have to punish the victim. But Hanania doesn’t just say this kind of thing goes too far. He has some broader point that I have trouble interpreting - basically that corporations used to be cozy, chummy places full of banter and flirtation that everyone enjoyed, and now this has been universally replaced with the bland soul-draining bureaucratic corporate aesthetic satirized in works like Office Space. Is this true? People talk about Mad Men (I’ve never seen it) as reflecting some kind of corporate golden age where at least high-ranking men enjoyed their jobs. If so, did it change because of harassment law? Or because neoliberalism replaced the work-for-thirty-years-and-get-a-golden-watch corporation with the work-for-three-years-and-then-seek-a-better-job-elsewhere corporation? Still, Hanania really hammers in this point that we should apparently all be angry about the loss of corporate flirtation - he calls the current regime, “a sexless, androgynous, and sanitized workplace” which is “contrary to human nature [and] miserable”. Without civil rights law, we could have “organizations that combined the aspects of a church, a social club, a matchmaking service, and a traditional business.” In such a world: Some corporations start encouraging dating and forming close personal bonds among their employees. This can take many forms, from Christian matchmaking to promoting a party-like atmosphere. These pro-relationship corporations will come in conservative or liberal forms. Other firms explicitly market themselves as providing a more “professional” or “classic” work experience . . . we will see a period of wild experimentation, with some forms of corporate organization drawing a great deal of media coverage. People will criticize many of these experiments, and they will become the subject of public outrage. After civil rights law has been defanged, however, government no longer has the ability to easily shut such efforts down. Eventually, public anger subsides, and the idea of the media attacking a firm because it dislikes its internal culture will seem as intolerant as attacking a religious community for its doctrines, or homosexuals for what they do together as consenting adults. I appreciate my anti-civil-rights books doubling as interesting settings for pornographic stories, but I’m otherwise unable to fathom the level of Hanania’s enthusiasm here. …And More Richard Hanania hates all this stuff. Partly he hates it because he thinks it’s unfair and anti-business and anti-merit. But also, Vaclav Havel talks about the indignity of life under communism. You weren’t allowed to just do your job and pay your taxes and follow the laws of the communist state. You had to be actively complicit. You had to act enthusiastic about the communism, force it upon others, inform on your colleagues and punish deviation - at least if anybody was going to check later. This kind of communism didn’t just hurt your pocketbook. It damaged your soul. It molded you into a worse and uglier type of person who would eventually abandon their better impulses in order to justify their actions to themselves. This is how Hanania thinks of civil rights law. Business owners can’t just give blacks ten extra points on the screening test and call it a day. They have to favor blacks while insisting to everyone that they don’t do this and it’s perfectly fair and they love civil rights law. They have to twist their employment criteria into some kind of illegible monstrosity so nobody can notice all the favoritism they’re doing, then tell everybody that they believe the monstrosity is “fairer”. They have to hire a bunch of diversity coordinators - not because they’re required to hire diversity coordinators, it’s not a requirement - but because they love equality so so much (and if they don’t do this, they’ll get sued for seemingly unrelated reasons). Everyone faces a constant threat of lawsuits which can only be warded against by seeming maximally woke and maximally enthusiastic and maximally happy about all the idiotic fake laws you are being forced to comply with. Like in communism, you have to become your own mini-police state. You have to make employees snitch on each other if they tell the wrong joke. You have to turn your company into a tyranny of HR ladies. If you do any of this even a little less than other companies, you’ll get sued for seemingly unrelated reasons, with penalties running potentially into the hundreds of millions of dollars. Because there’s no legible law except “be the same as everyone else so you don’t stand out as sue-able”, every corporation homogenizes into the same bland HR-ocracy. Everyone agrees on the same hiring process, which is to prioritize college degree, resume, and interview, and definitely not any test or measure of ability. This leads inevitably to our current society, where everyone has to waste their childhood doing meaningless extracurriculars so they can get into the best college so they can take the best internships so they get the best jobs. (unless they do something stupid like let themselves get the dreaded “resume gap”). But also: During the early 1800s, government positions were given out by the “spoils system”, basically “does the party in power like you personally?” In the 1880s, after President Garfield was assassinated by a guy who didn’t get a good enough position, they switched to a formal civil service, based on test performance and merit. The US civil service became the envy of the world, attracted some of the smartest people in the country, and obviously worked better than the old system wherever it was possible to compare. Still, this gradually (and somewhat deniably) ended in the 1970s, because the merit-based hiring system seemed like disparate impact. Hanania calls the current era “the racial spoils system”, where positions in the bureaucracy are based on the same kind of illegible morass as everything else (eg the FAA’s “biographical questionnaire”). He says every branch of government has become less effective as a result. Hanania doesn’t mention this, but I’ve heard an additional argument elsewhere. It’s legally dangerous for companies to hire based on anything like merit. Still, if you have great lawyers and are willing to pay a lot to settle lawsuits, you can get away with legally dangerous things. This is only worth it if you really really want high-merit employees, ie if the best employee is much more financially valuable to you than the second-best. This is mostly true in Wall Street (where you want your trader to outsmart the other guy’s trader by half a millisecond or whatever) and Silicon Valley (where ten employees can write a program used by millions of people). So the government, the civil service, the schools, etc, all abandoned merit-based hiring, while Wall Street and Silicon Valley lawyered up. But that means that if you’re a smart non-minority college graduate, you know that joining the civil service will be a mess - you’ll have a tough time even getting in, and you’ll always be passed over for promotions for less-qualified minorities. Meantime, Wall Street and Silicon Valley would love to have you. So all the smart people got concentrated in a few industries that might not have been their most economically productive use, and the old American tradition where elite families would send some of their kids into public service died out. What To Do? Hanania stresses that most Americans hate affirmative action (and probably by extension most other civil rights law, though they’ve probably never heard of disparate impact). Affirmative action has been on the ballot nine times, and failed eight of those. Most recently, it failed in California, a deep-blue, 66% minority state where the pro-AA side outspent opponents 17-to-1. Also, Republicans have controlled all the branches of government many times in the past fifty years, and now they control the Supreme Court. Most civil rights law is based on executive orders and judicial decisions, so you wouldn’t even need a Congressional vote to overturn it. Just an executive order, from any president who felt like it. Reagan could have overturned half of this with the stroke of a pen, if he’d wanted. So how has it survived this long? His answer: because until about 2010, Republicans were too scared of getting called racist. Reagan wanted to overturn affirmative action, but other Republicans (like Bob Dole) begged him not to, because racism, and eventually he caved. But since 2010, everyone has already been calling Republicans racist all the time, to the point where probably this threat has lost its power. And the sort of moderate Republicans who reined in Reagan are gone. So why haven’t Republicans (eg Trump) acted? Hanania thinks everyone is so obsessed with “woke” culture war stuff that the low-hanging fruit of actual woke laws that presidents can change has slipped under the radar. And so, this book. I would have summarized the case as “Hey, Republicans! Do you hate wokeness? Well, too bad, it’s a vast cultural movement with bastions in a bunch of places where we have no power. But some of this civil rights law stuff seems pretty related to wokeness, and we do potentially have power there. So instead of fighting the unwinnable cultural battle, how about we fight the very winnable policy one?” But maybe this didn’t seem optimistic enough for Hanania, so he framed it as “the legal wokeness is the source of the cultural wokeness” instead. More on this later. The Origins Of . . . Inequality A progressive, reading this book, might counter: “Sure, civil rights law - like all law - is poorly written and kludgy in parts. Like all law, it sometimes gets abused or taken too far. Those are the costs. But the benefits are that it fights discrimination and inequality. That’s very important! Don’t you think those benefits are worth the cost?” Unless I missed it, Hanania doesn’t touch this obvious counterargument. He briefly says that in a free market, companies couldn’t consistently maintain discrimination, because that would be leaving money on the ground. “Cool theoretical result,” objects the hypothetical opponent. “But white households earn an average of $80K and black households an average of $50K, and so on with other minority groups. So it sure seems like something inequality-related is going on.” My tongue-in-cheek reframing of Hanania’s summary of civil rights law went: We notice your workforce is less black than the applicant pool.
Inline links: 2, this article
But my impression of Hanania’s place in the ecosystem is that he’s not writing this for you or me. He’s writing this for a group of conservative heavyweights who will set policy if Trump wins in November. He’s reminding them that civil rights law exists, that it’s against conservative principles, and that it’s pretty easy for a president to repeal large parts of it. All the rest of the book is just a booster stage to help it reach those people.
Try spotting existential risk prevention on here. I don’t think Stone can claim that an EA version of this chart wouldn’t look phenomenally different. But then what’s left of his argument? III. Effective altruists devote absolutely enormous amounts of mental energy and research costs to program assessment, measurement of effectiveness. Those studies yield usually-conflicting results with variable effect sizes across time horizons and model specifications, and tons of different programs end up with overlapping effect estimates. That is to say, the areas where EAist style program evaluations are most compelling are areas where we don’t need them: it’s been obvious for a long time how to reduce malaria deaths, program evaluations on that front have been encouraging and marginally useful, but not gamechanging. On the other hand, in more contestable areas, EAist style program evaluations don’t really yield much clarity. It’s very rare that a program evaluation gets published finding vastly larger benefits than you’d guess from simple back-of-the-envelope guesswork, and the smaller estimates are usually because a specific intervention had first-order failure or long-run tapering, not because “actually tuberculosis isn’t that bad” or something like that. Those kinds of precise program-delivery studies are actually not an EAist specialty, but more IPA’s specialty. My second critique, then is this: there is no evidence that the toolkit and philosophical approach EAists so loudly proclaim as morally superior actually yields any clarity, or that their involvement in global efforts is net-positive vs. similar-scale donations given through near-peer organizations. The IPA mentioned here is Innovations For Poverty Action, a group that studies how to fight poverty. They’re great and do great work. But IPA doesn’t recommend top charities or direct donations. Go to their website, try to find their recommended charities. Unless I’m missing something, there are none. GiveWell does have recommended charities - including ones that they decided to recommend based on IPA’s work - and moves ~$250 million per year to them. If IPA existed, but not GiveWell, the average donor wouldn’t know where to donate, and ~$250 million per year would fail to go to charities that IPA likes. I think from the perspective of people who actually work within this ecosystem, Stone’s concern is like saying “Farms have already solved the making-food problem, so why do we need grocery stores?” (also, effective altruism funds IPA) I’m focusing on IPA here because Stone brought them up, but I think EA does more than this. I don’t think there’s an IPA for figuring out whether asteroid deflection is more cost-effective than biosecurity, whether cow welfare is more effective than chicken welfare, or figuring out which AI safety institute to donate to. I think this is because IPA is working on a really specific problem (which kinds of poverty-related interventions work) and EA is working on a different problem (what charities should vaguely utilitarian-minded people donate to?) These are closely related questions but they’re not the same question - which is why, for example, IPA does (great) research into consumer protection, something EA doesn’t consider comparatively high-impact. And I’m still focusing on donation to charity, again because it’s what Stone brought up, but EA does other things - like incubating charities, or building networks that affect policy. IV. Let’s skip farm animal welfare for a second and look at the next few: Global Aid, “Effective Altruism,” potential AI risks, biosecurity, and global catastrophic risk. These are all definitely disproportionate areas of EAist interest. If you google these topics, you will find a wildly disproportionate number of people who are EAist, or have sex at EAist orgies, or are the friends of people who have sex at EAist orgies. These really are some of the unique social features of EAism. And they largely amount to subsidizing white collar worker wages. I’m sorry but there’s no other way to slice it: these are all jobs largely aimed at giving money to researchers, PhD-holders, university-adjacent-persons, think tanks, etc. That may be fine stuff, but the whole pitch of effective altruism is that it’s supposed to bypass a lot of the conventional nonprofit bureaucracy and its parasitism and just give money to effective charities. But as EAism as matured into a truly unique social movement, it is creating its own bureaucracy of researchers, think tanks, bureaucrats… the very things it critiqued. Suppose an EA organization funded a cancer researcher to study some new drug, and that new drug was a perfect universal cure for cancer. Would Stone reject this donation as somehow impure, because it went to a cancer researcher (a white-collar PhD holder)? EA gives hundreds of millions of dollars directly to malaria treatments that go to the poorest people in the world. It’s also one the main funders of GiveDirectly, a charity that has given money ($750 million so far) directly to the poorest people in the world. But in addition to giving out bednets directly, it sometimes funds malaria vaccines. In addition to giving to poor Africans, it also funds the people who do the studies to see whether giving to poor Africans works. Some of those are white-collar workers. EA has never been about critiquing the existence of researchers and think tanks. In fact, this is part of the story of EA’s founding. In 2007, the only charity evaluators accessible by normal people rated charities entirely on how much overhead they had - whether the money went to white-collar people or to sympathetic poor recipients. EAs weren’t the first to point out that this was a very weak way of evaluating charities. But they were the first to make the argument at scale and bring it into the public consciousness, and GiveWell (and to some degree the greater EA movement) were founded on the principle of “what if there was a charity evaluator that did better than just calculate overhead?” In accordance with this history, if you look on Giving What We Can’s List Of Misconceptions About Effective Altruism, their #1 Misconception about about charity evaluation is that “looking at a charity’s overhead costs is key to evaluating its effectiveness”. This is another part of my argument that EA is more than just IPA++. For years, the state of the art for charity evaluators was “grade them by how much overhead they had”. IPA and all the great people working on evidence-based charity at the time didn’t solve that problem - people either used CharityNavigator or did their own research. GiveWell did solve that problem, and that success sparked a broader movement to come up with a philosophy of charity that could solve more problems. Many individuals have always had good philosophies of charity, but I think EA was a step change in doing it at scale and trying to build useful tools / a community around it. V. You could of course say AI risk is a super big issue. I’m open to that! But surely the solution to AI risk is to invest in some drone-delivered bombs and geospatial data on computing centers! The idea that the primary solution here is going to be blog posts, white papers, podcasts, and even lobbying is just insane. If you are serious about ruinous AI risk, you cannot possibly tell me that the strategy pursued here is optimal vs. say waiting until a time when workers have all gone home and blowing up a bunch of data centers and corporate offices. In particular terrorism as a strategy may be efficient since explosives are rather cheap. To be clear I do not support a strategy of terrorism!!!! But I am questioning why AI-riskers don’t. Logically, they should. I think if you have to write in bold with four exclamation points at the end that you’re not explicitly advocating terrorism, you should step back and think about your assumptions further. So: Should people who worry about global warming bomb coal plants? Should people who worry that Trump is going to destroy American democracy bomb the Republican National Convention? Should people who worry about fertility collapse and underpopulation bomb abortion clinics? EAs aren’t the only group who think there are deeply important causes. But for some reason people who can think about other problems in Near Mode go crazy when they start thinking about EA. (Eliezer Yudkowsky has sometimes been accused of wanting to bomb data centers, but he supports international regulations backed by military force - his model is things like Israel bombing Iraq’s nuclear program in the context of global norms limiting nuclear proliferation - not lone wolves. As far as I know, all EAs are united against this kind of thing.) There are three reasons not to bomb coal plants/data centers/etc. The first is that bombing things is morally wrong. I take this one pretty seriously. The second is that terrorism doesn’t work. Imagine that someone actually tried to bomb a data center. First of all, I don’t have statistics but I assume 99% of terrorists get caught at the “your collaborator is an undercover fed” stage. Another 99% get eliminated at the “blown up by poor bomb hygiene and/or a spam text message” stage. And okay, 1/10,000 will destroy a datacenter, and then what? Google tells me there are 10,978 data centers in the world. After one successful attack, the other 10,977 will get better security. Probably many of these are in China or some other country that’s not trivial for an American to import high explosives into. The third is that - did I say terrorism didn’t work? I mean it massively massively backfires. Hamas tried terrorism, they frankly did a much better job than we would, and now 52% of the buildings in their entire country have been turned to rubble. Osama bin Laden tried terrorism, also did an impressive job, and the US took over the whole country that had supported him, then took over an unrelated country that seemed like the kinds of guys who might support him, then spent ten years hunting him down and killing him and everyone he had ever associated with. One f@#king time, a handful of EAs tried promoting their agenda by committing some crimes which were much less bad than terrorism. Along with all the direct suffering they caused, they destroyed EA’s reputation and political influence, drove thousands of people away from the movement, and everything they did remains a giant pit of shame that we’re still in the process of trying to climb our way out of. Not to bang the same drum again and again, but this is why EA needs to be a coherent philosophy and not just IPA++. You need some kind of theory of what kinds of activism are acceptable and effective, or else people will come up with morally repugnant and incredibly idiotic plans that will definitely backfire and destroy everything you thought you were fighting for. EA hasn’t always been the best at avoiding this failure mode, but at least we manage to outdo our critics. VI. Stone moves on to animal welfare: It’s important to grasp that [caring about animals] is, in evolutionary terms, an error in our programming. The mechanisms involved are entirely about intra-human dynamics (or, some argue, may also be about recognizing the signs of vulnerable prey animals or enabling better hunting). Yes humans have had domestic animals for quite a long time, but our sympathetic responses are far older than that. We developed accidental sympathies for animals and then we made friends with dogs, not vice versa. Again, this is part of why I think it’s useful to have people who think about philosophy, and not just people who do RCTs. People having kids of their own instead of donating to sperm banks is in some sense an “error” in our evolutionary program. The program just wanted us to reproduce; instead we got a bunch of weird proxy goals like “actually loving kids for their own sake”. Art is another error - I assume we were evolutionarily programmed to care about beauty because, I don’t know, flowers indicate good hunting grounds or something, not because evolution wanted us to paint beautiful pictures. Anyone who cares about a future they will never experience, or about people on far off continents who they’ll never meet, is in some sense succumbing to “errors” in their evolutionary programming. Stone describes the original mechanisms as “about intra-human dynamics”, but this is cope - they’re about intra-tribal dynamics. Plenty of cultures have been completely happy to enslave, kill, and murder people outside their tribes, and nothing in their evolutionary mechanism has told them not to. Does Stone think this, too, is an error? At some point you’ve got to go beyond evolutionary programming and decide what kind of person you want to be. I want to be the kind of person who cares about my family, about beauty, about people on other continents, and - yes - about animal suffering. This is the reflective equilibrium I’ve landed in after considering all the drives and desires within me, filtering it through my ability to use Reason, and imagining having to justify myself to whatever God may or may not exist. Stone suggests EAs don’t have answers to a lot of the basic questions around this. I can recommend him various posts like Axiology, Morality, Law, the super-old Consequentialism FAQ, and The Gift We Give To Tomorrow, but I think they’ll only address about half of his questions. The other half of the answers have to come from intuition, common sense, and moral conservatism. This isn’t embarrassing. Logicians have discovered many fine and helpful logical principles, but can’t 100% answer the problem of skepticism - you can fill in some of the internal links in the chain, but the beginning and end stay shrouded in mystery. This doesn’t mean you can ignore the logical principles we do know. It just means that life is a combination of formally-reasonable and not-formally-reasonable bits. You should follow the formal reason where you have it, and not freak out and collapse into Cartesian doubt where you don’t. This is how I think of morality too. Again, I really think it’s important to have a philosophy and not just a big pile of RCTs. Our critics make this point better than I ever could. They start with “all this stuff is just common sense, who needs philosophy, the RCTs basically interpret themselves”, then, in the same essay, digress into: If I wanted to do this stuff, I would try terrorism.
Here “family” was defined on the question page as including “brother, sister, mother, father, child, aunt, uncle, grandparent, grandchild, niece, or nephew”. This is broader than Pollfish’s “member of your household” but narrower than Rasmussen’s “person you know”. Kirsch and I got similar results for knowing someone who died of COVID - 6.5% vs. 7.5%. But we got very different results for knowing someone who died from the vaccine: Kirsch’s 8.5% vs. my 0.6%. Why? As people love to point out, my survey is a nonrepresentative sample. But as I point out, it’s important to keep track of when that should vs. shouldn’t matter. No matter how weird my readers are, they’re not biologically invincible - they should have side effects at similar rates to anyone else. One possibility is that my readers are very pro-vaccine compared to the general population, so they interpret ambiguous cases in a more pro-vaccine way. I didn’t have a question about vaccine-related views, but it’s no secret that vaccine opponents are more often right-wing, so I looked at questions about politics. Conservatives in general were only slightly more likely (1%) to report vaccine deaths compared to liberals (0.4%). But I had a question where people ranked their support for Donald Trump. Trump supporters had much higher vaccine injury rates (7.5%) than moderates (1.3%) or opponents (0.3%). I couldn’t find much of an effect by gender, education level, or any of the other traditional demographic categories. This doesn’t quite explain the difference between my survey and the others, since my moderates had 1.3% side effect rate, and the Rasmussen moderates had 22%. But it does suggest that there’s room for political beliefs to alter perception of relatives’ vaccine deaths. II. All of this would be much clearer if we could get in there and ask the people who said their relatives died from vaccines what they meant. Most ACX Survey respondents gave me permission to email them. So I emailed the people who answered “yes” to that question and asked for their story. Some details: 5,981 people took the survey
Inline links: as
Maybe there’s some very big population of people who got the vaccine, then died eventually (where “eventually” could be anything from the same day to years later) of some condition (where “some condition” ranges from things plausibly connected to vaccines like allergic reactions, to things not plausibly connected to vaccines like lightning strikes). Depending on people’s previous assumptions about the risks of the vaccine, they’ll either report these as vaccine-related deaths, or think of them as unrelated coincidences. This would explain why my data found that Trump supporters were 20x more likely than Trump opponents to know a vaccine-related death.
Inline links: lightning strikes
But this can’t be the whole explanation: ACX readers are only a little further left than the general population, and even the most pro-Trump ACXers reported lower death rates than the median Kirsch poll respondent. My guess is that this is a blog about statistics and reasoning, so people here are very cautious about the post hoc ergo propter hoc fallacy.
Alexander: Hello and welcome to the first Presidential debate of 2024. Based on the remarkable popularity of the previous debates I moderated (2016, 2020, 2023), I’ve been asked to come here again and help the American people learn more about the our two candidates - President Joseph Biden, and former president Donald J. Trump. This debate will be broadcast live to select viewers, and I’ll also post a transcript on my blog.
The COVID vaccine might not literally contain a microchip that lets Bill Gates control your mind. But we really do grant unaccountable tech billionaires root access to our culture - and seemingly pro-social requests really can be a vector for establishing control. I, Donald Trump, might not literally lead a euconspiracy of patriotic Americans who are about to blow the lid off the corrupt Biden administration and liberal establishment. But it really is true that even in the darkest night, when all seems lost, there are seeds of hope visible to those who search for them, and that even the most invincible-seeming tyranny can fall in an instant if enough people push at it.
Alexander: Donald Trump, your closing?
Notice this is from 2020; according to polls, he did win the debate that year (source) I think a lot about experimental cognitive enhancement drugs, and I can say with confidence that nothing like that exists. Stimulants can help people with mild dementia be more active and motivated, but they don’t really improve cognition directly, and they can’t make a demented person temporarily lucid. Still, for the past four years, every time Biden was going to do something - a press conference, a State of the Union, whatever - the Republicans would say “ha, this time is going to be the proof that he’s senile!” And then he would always do fine, and they would retreat back to “I guess he used the secret drug this time too”. The satire site Babylon Bee had some funny articles about this: Babylon Bee, after Biden gave a good State of the Union speech earlier this year. Meanwhile, the Democrats were spreading the alternate narrative that Trump was senile. This one has gotten less press, because I don’t know how many people really believed it. But it came up occasionally, along with out-of-context video snippets where Trump said or did something dumb or meandering. Of course, anybody with a presidential candidate’s level of public exposure will have a few gaffes. Even if they don’t, you can always deceptively crop something so it looks like they did. Wait, why is a psychoanalyst getting quoted as a top expert in dementia? (source) I didn’t know you could diagnose someone via Change.org petition, but 2544 people who claim to be licensed professionals can’t be wrong! So with the constant attempts to prove that both candidates were senile, the constant demonstration by both candidates that they weren’t, and the constant retreat into conspiracy theories of “I guess he used the magic drug again but we’ll get him next time!”, I just tuned out this entire category of thing. And I guess I kept it tuned out longer than I should have, whoops. Reversed stupidity is not intelligence. Even if liars are saying something for their usual liar reasons, it can still be true. For twenty years, people spread false rumors that Castro was on his deathbed, but this didn’t make Castro immortal. In the same way, I should have figured out that even if I couldn’t trust any particular claim that Biden was senile, the prior for an 81 year old becoming senile was still high. But I guess I assumed that if he was becoming senile, some Democratic elites would have secret knowledge about it, and they couldn’t possibly be so stupid as to deny it while also scheduling him for a debate where it would inevitably come out. So I figured the Democratic elites who were closest to him thought he was doing well, and I trusted them more than the people who had been wrong every time for the past five years. I’m still confused what those elites were thinking. Reading the news coverage for the past few days (including some video clips from a post-debate rally where he seemed noticeably better) it seems like some combination of: He has good days and bad days, and they were hoping this would be a good day.
Inline links: source, think a lot about experimental cognitive enhancement drugs, https://substackcdn.com/image/fetch/$s_!shq2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92d67bb2-5940-44ba-ad21-df822276280a_781x829.png, Babylon Bee, https://substackcdn.com/image/fetch/$s_!2y5u!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa986c7ac-16c2-4987-b520-8f6ddf9ad13d_757x690.png, https://substackcdn.com/image/fetch/$s_!SN0G!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6068601f-0eef-4a1c-b885-19f5712decf1_751x668.png, https://substackcdn.com/image/fetch/$s_!vL01!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb26c689-1e81-422b-9493-ae44cac59125_858x814.png, source, https://substackcdn.com/image/fetch/$s_!6ssu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F760276bb-2f91-4545-bbf5-d3f9fe911de7_975x654.png, Change.org petition, Reversed stupidity is not intelligence
Wait, why is a psychoanalyst getting quoted as a top expert in dementia? (source) I didn’t know you could diagnose someone via Change.org petition, but 2544 people who claim to be licensed professionals can’t be wrong! So with the constant attempts to prove that both candidates were senile, the constant demonstration by both candidates that they weren’t, and the constant retreat into conspiracy theories of “I guess he used the magic drug again but we’ll get him next time!”, I just tuned out this entire category of thing. And I guess I kept it tuned out longer than I should have, whoops. Reversed stupidity is not intelligence. Even if liars are saying something for their usual liar reasons, it can still be true. For twenty years, people spread false rumors that Castro was on his deathbed, but this didn’t make Castro immortal. In the same way, I should have figured out that even if I couldn’t trust any particular claim that Biden was senile, the prior for an 81 year old becoming senile was still high. But I guess I assumed that if he was becoming senile, some Democratic elites would have secret knowledge about it, and they couldn’t possibly be so stupid as to deny it while also scheduling him for a debate where it would inevitably come out. So I figured the Democratic elites who were closest to him thought he was doing well, and I trusted them more than the people who had been wrong every time for the past five years. I’m still confused what those elites were thinking. Reading the news coverage for the past few days (including some video clips from a post-debate rally where he seemed noticeably better) it seems like some combination of: He has good days and bad days, and they were hoping this would be a good day.
Inline links: source, https://substackcdn.com/image/fetch/$s_!6ssu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F760276bb-2f91-4545-bbf5-d3f9fe911de7_975x654.png, Change.org petition, Reversed stupidity is not intelligence
The last week hasn’t been great for the Democratic Party. First Biden bombed the debate. But the subsequent decision about whether/how to replace Biden has also been embarrassing. Biden has refused to step aside gracefully, and party elites don’t seem to have any contingency plan. Worse, they don’t even seem united on the need to figure anything out, with many deflecting the conversation to irrelevant points like “Trump is also bad” or pretending that nothing is really wrong.
The “LibsOfTikTok” Twitter account found a random Home Depot employee who said she wished the Trump assassin hadn’t missed. Her followers mass-called Home Depot and got the employee fired.
Inline links: and got the employee fired
Moral of the story: despite everything, there’s apparently still a norm against assassinating politicians. But some on the right interpreted this as meaning something more. A sudden vibe shift, or impending Trump victory, has handed conservatives the levers of cancel culture! This sparked a right-wing blogosphere debate: should they be magnanimous in victory, or descend into an orgy of vengeance?
Any rule of the form “Don’t do X, unless you can think up a big pile of negative adjectives to describe why the people you’re doing X to deserve it” will simply never prevent anyone from doing X, not even once. 5. Most Cancellations Are Friendly Fire Postcards From Barsoom helpfully includes a list of the cancellations he finds most enraging. I agree most of them are enraging. But they’re not stories about Trump, Tucker Carlson, or Nick Fuentes. The median victim of cancel culture is some center-left college professor who sent out an email saying that he supports BLM but questions some of their tactics. (I would add David Shor to the list as an especially revealing case, and Al Franken as an especially clear own-goal) This is because you mostly get the critical mass necessary for cancellation in very leftist institutions, and most people in very leftist institutions are leftists. There’s a deeper problem here where pre-emptive fear of cancellation blocked rightists from joining these institutions in the first place. But in terms of actual cancellations, they’re usually some poor shmuck who put too few exclamation points after “BLM!!!!” Likewise, if there are right-wing cancellation squads, they won’t cancel Rachel Maddow or Kamala Harris. They’ll get some WSJ writer who puts too few exclamation points after “MAGA!!!!” 6. Cancellation Is The Enemy Of Competence Cancellation isn’t just morally bad. It also screws over society. And it screws over your own institutions worst of all. By society I mean: you want scientists to be producing good science, not producing the science least likely to get them cancelled. You want the Federal Reserve filled with the best economists, not the most politically pure economists. No matter how righteous your cause, if you cancel people who don’t agree with it, you end up with the kind of low-quality science and corrupt institutions we’ve grown used to recently. This is bad insofar as you care about things like truth, trust, or national flourishing. But even if you don’t care about those things, remember that cancellation is mostly friendly fire. Cancellers can’t 100% control broader society, but they do control their own party and its organs. I think this is part of why the Democratic Party is floundering right now. At the risk of getting cancelled myself, it kind of seems like Democrats now wish they’d put a little more of thought into picking a popular/electable VP in 2020 instead of the most diversity-box-ticking person they could find on short notice. Why didn’t they? Well, would you, as a Democratic Party insider, want to speak out against Kamala Harris, in f**king 2020 of all years? Obviously anyone who tried that would have been cancelled. So nobody spoke out against the decision, they went ahead with it, and now they’ve boxed themselves into a corner. You, too, can one day have a party this self-sabotaging and incapable of winning elections! All you need to do is adopt cancel culture! (“But we would only apply it to actually bad things, not to people on our own side just trying to warn us”. I’m pretty sure the Democrats didn’t go into this expecting to punish people on their own side trying to warn them, yet here we are.) 7. No, Seriously, This Is A Terrible Decision I think the Democrats as a political party are massively underperforming their fundamentals. They have most of the elites (elites, by definition, are powerful), most of the donor money, and their two main bases (college graduates and minorities) have both ballooned as a share of the population, while the Republicans’ (white people, rural people) are in decline. They control all the prestige media. Trump has no self-control and dozens of skeletons in his closet. How could they lose? There are many factors - inflation, Afghanistan, the Electoral College - but part of the story has to be that wokeness and cancel culture are historically unpopular. They produced short-term gains (as people became afraid to speak out against them) but long-term disaster (as their extremism alienated friends and fired up enemies). This is still just my optimistic prediction. But if conservatives ever in fact take enough power that they can wield cancellation more effectively than the Democrats, then it will have been borne out. In which case, you, too, will have the opportunity for short-term gains at the expense of alienating everybody with a backbone and/or conscience. What could possibly go wrong? 8. Don’t Go Mad With Power Until You Actually Get The Power I can’t remember if this is on the Evil Overlord List, but it should be. The right is still out of power. For one thing, Biden is still President. There’s even (according to betting markets) a 40% chance that the Dems win the next election. (The argument in this paragraph isn’t original, but I lost the link to it): Consider an undecided voter in a swing state. As an independent, they’re probably on the right on some issues and on the left on others. Many of them are probably former liberals who left the fold because of wokeness and cancel culture. Now they check out what right-wingers have to offer, and it’s “We also love cancel culture, we plan to drop all of our principles as soon as we win, anyone with lefty opinions should be terrified.” Doesn’t sound like a great advertisement. But also: even if Trump wins in a landslide, conservatives still won’t control the levers of cancel culture. Did the Republicans taking the White House, House, and Senate in 2016 end cancel culture? Did it even slow it down? Plus or minus a few civil rights laws, cancel culture isn’t implemented at the government level. It’s implemented at the level of media, institutions, and popular taste-making, which Democrats hold more firmly than federal government. Even if Trump wins, the median outcome of conservatives endorsing cancellation is that the few liberals in these institutions trying to restrain their worst tendencies get dismissed as useful idiots for conservatives who wouldn’t hesitate to cancel them if they were on the other side. Why mention this? Because the people talking about cancellation insist they’re “just being strategic” and “just laser-focused on winning” when in fact writing the blog posts at all reveals they couldn’t care less about any of these considerations. It’s psychological re-enactment, plain and simple. 9. There’s Probably Other Options “But we can’t just do nothing!” Unfreedom of conscience, like famine and plague, has haunted us throughout history and will probably continue to do so. Still, I think the very-long-range trend for all three problems is down, and that hard work by good people can push that forward. This will look like boring incremental progress, ie the only thing that has ever worked. Here are some possible subtasks: Politicians should dismantle the government apparatus propping up cancel culture. Certainly the sorts of things mentioned in the Twitter Files count here, but so do some of the civil rights stuff Richard Hanania talks about in Origins of Woke.
If you’re a follower of U.S. news outlets, you’ve seen some big stories unfolding over the past year: The unprecedented four criminal indictments lodged against former President Trump. The ongoing AI explosion. The backlash against “DEI,” “woke,” and “cancel culture” as exemplified by Elon Musk’s purchase and rebranding of Twitter to “X.”
But I don’t just need to guess based on comments and donation messages. In this realm, I can appeal to personal experience. I work in the broader world of American right-of-center politics, and we encounter Real Raw News believers constantly. We get emails from people who confidently insist the public-facing news of the day is fake, and the truth about the events at Gitmo will soon be revealed. At public Q&A events, we’ve fielded questions from genuinely nervous and worried people, who complain about their friends losing hope and being blackpilled by the news, and want to know why there hasn’t been more effort to share what’s “really” going on. A friend of mine who served in the Trump administration has described attending parties where, when he mentioned looking for a post-admin job, he received knowing looks and wink-wink-nudge-nudge remarks from people signaling they knew what was “really” going on. Somehow and someway, a lot of people believe or half-believe or badly want to believe this stuff. And where a lot of people do anything, there are takeaways to be found! In my three-plus years of reading all news that is both real and raw, here is what I’ve found. Conspiracies Evolve Like Comic Book Lore In his review of the Alexander Romance, Scott remarked that figures like Alexander the Great or Hercules were, essentially, the pre-modern versions of Batman: Stories about them are a genre, with countless different variations and stylistic choices that evolve over time, with just a few set principles guiding all of them. The Real Raw Newsiverse, and other modern conspiracy theories, also function like comic book lore. Just like Batman, and just like Hercules, “Donald Trump” has become a genre. Fake news stories about him and his Deep State enemies have a few core premises (adrenochrome, pedophile cabals, there is a Plan and we should Trust It) but endless room for variation past that point. Fans of comic books, soap operas, or The Simpsons might be familiar with something TVTropes calls “comic book time.” Certain facets of a fictional reality are locked in place, and with the passage of time everything else is gradually retconned to maintain the status quo. In season 2 of the Simpsons, Homer and Marge started dating in 1974, in Season 3 Marge becomes pregnant with Bart in 1980 (after a date watching The Empire Strikes Back), and in season 4 it’s revealed that Homer missed the Moon Landing to listen to “Yummy, Yummy, Yummy.” Tragically, though, The Simpsons kept going past season 10, and if Homer was 18 in 1974 that would make him eligible for a full Social Security benefit today. So in 2008, the continuity changed so that Homer was in a Nineties grunge band just before marrying Marge8. The Simpsons writers have avoided rejiggering the canon since, but if they do, they’ll have to confront the fact that 30-something Homer and Marge are now millennials, and in a decade they’ll be members of Gen Z. You may live to see a Simpsons flashback episode about Homer and Marge living as hipsters in Brooklyn during the 2010s (truly, we live in cursed times.) But the same phenomenon exists in the world of conspiracies. Instead of a consistent, elaborate canon, what we have is a few story beats with a lot of customization and the occasional retcon. When Baxter first began posting his stories, a core part of the narrative was that Donald Trump still secretly had all the powers of the presidency and was still in command of the entire U.S. military command. Early articles promised that Trump’s apparent loss of office was only a temporary ruse, necessary to expose the worst elements of the Deep State, but that Trump’s triumphal return to power would take place by July 4, 2021. The national media might have put on a song and dance suggesting otherwise, but behind the scenes, loyal military forces were the real ones in control. This control even extended to the military helpfully house-sitting the White House and not letting Biden use it. Despite his illegitimate victory, Biden met an unwelcome surprise when he arrived at the White House on January 20. Instead of getting a ceremonial greeting, he and Kamala Harris were stopped by National Guard and U.S. Marines at the barbwire fence encircling the White House. The Marines informed them that the military had assumed control of the Executive Branch and instructed them to vacate the area. When Harris belligerently said, “Move aside, we’re president now,” the Marines locked the gate. […] To avoid shame and maintain an illusion of power, Biden’s people concocted a ruse, supported by his media allies, to deceive the American public into believing he had won a fair election and had moved into the White House on schedule. Inside Actor/Producer Tyler Perry’s 300-acre Atlanta estate sits a three-story stucco replica of the commander-in-chief’s residence, which he originally built as a set piece for a television show. […] Although the replicant White House is built to 80% scale, on television and in images it’s indistinguishable from 1600 Pennsylvania Avenue. Biden and Harris have been using the facsimile to feign leadership and impose despotic rule on the nation. Of course, July 4 came and went, with Trump’s return nowhere to be seen, so the canon simply updated: In the new narrative, the military had been conducting a year-long election fraud audit on Trump’s behalf, the results were nearly ready for public release, and Trump’s return would simply be “swift.” But no swift return has transpired, and so as the 2024 election has approached, the lore has evolved in the direction of Trump authentically running in this election and simply reclaiming power by winning it. As time has passed, more subtle changes have had to pile up. Early on, RRN reported that Joe Biden was a brain dead semi-corpse being held at Walter Reed, and any public appearances by “Biden” were one of several actors. But after four years of Let’s Go Brandon, Biden himself has become a more popular villain, and so quietly references to his brain-dead status have disappeared. In the early days of RRN, the military was firmly behind Trump and any implication that Biden held the powers of commander-in-chief was a media-fueled sham. But as time has passed, Trump being the “real” commander-in-chief over a loyal military has evolved into a reality where there are two American militaries, a “White Hat” faction loyal to Trump and “Black Hats” loyal to Biden. Early stories implied the White Hats were more numerous, but recent stories have implied the opposite, with the White Hats an elite force that often wins battles decisively while badly outnumbered. A secret purge has gradually become a secret civil war, specifically one with frequent war crimes: White Hat forces in Maui have eradicated or repelled all but a handful of the felonious FEMA agents who began terrorizing the tropical paradise in the aftermath of the inexplicable blaze that razed Lahaina and surrounding towns in early August, a source in General Eric M. Smith’s office told Real Raw News. Since mid-August, United States Marines have fought with FEMA patrols in Lahaina, Kaanapali, Wailuku, Maalaea, and Pukalani, and the skirmishes resulted in the deaths of approximately 475 federal goons and, alas, 34 valiant Marines. The Marines died upholding the Constitution of the United States; the feds died trying to defend the criminal Biden regime. […] “The Marines died valorously,” our source said. “We ain’t taking FEMA prisoners from the rank and file, only the key players. General Smith made it clear it’s weapons-free. Those bastards know damn well they’re following unlawful orders, and they’ll pay the price.” I think the ever-evolving nature of conspiracies is actually pretty important to psychologically grasping their appeal. I have a friend who is a big believer in 9/11 Trutherism. He once compelled me to watch the documentary “The New Pearl Harbor,” an exhausting 5-hour film promoting 9/11 conspiracies. If one actually watches, one quickly discovers that a lot of 9/11 conspiracy theories are mutually exclusive, or at least don’t mesh well together: One conspiracy argues that fighter jets were intentionally diverted the wrong direction to keep them from shooting down the hijacked jets approaching New York, while another conspiracy suggests that United 93 was shot down, and it was all covered up. In some versions, the planes didn’t hit the Twin Towers at all. Sometimes Bush did it, and sometimes Israel did it, and so on. Similarly, in my career I’ve worked adjacent to people who, like RRN, were very hostile to Covid-19 shots. That hostility made them sequentially endorse wildly different assertions about how the vaccines worked. Sometimes, the vaccines contain heavy metals. Sometimes, they contain hydra DNA to turn recipients into partially non-human chimeras. Sometimes, the vaccines are a depopulation agent. Sometimes, they’re a mind-control agent, or a killswitch that can be activated by self-assembling nanomachinery. One viral documentary in 2022 claimed that Covid was caused by snake venom in the water supply, and that Covid vaccines were an additional dose of snake venom to keep people sick (all this, of course, because the snake is Satan’s animal). What stands out isn’t the silliness of these particular theories, but that I saw them sequentially endorsed by the same people. Some of these people are smart enough to notice inconsistencies, at least when they’re pointed out, so why don’t they bother them? To some extent, I think it’s for the same reason people don’t care that every Batman story doesn’t perfectly line up. Consistency isn’t the point! What actually matters is enjoying individual stories and the wider genre they fit into. Covid vaccine haters don’t think too hard about any specific story. Instead, they’re driven by a core impulse of “distrust the new vaccine that people I distrust are promoting,” and every conceivably story or tale that feeds that genre of thought is, for them, worthwhile. Similarly, Real Raw News fans don’t think too hard about any specific story. Instead, I think their core impulse is, ironically, profound disappointment in how the Trump administration failed to deliver. Trump shook up the American political landscape more than anyone in living memory, and promised sweeping changes to every level of American government, yet his actual administration proved rather disorderly, changed far less than was promised, and then lost power after one term. For many, this simply prompted a revision in how they saw Trump. But for others, the preferred response is to embrace a fantasy reality where Trump is a superhero. I actually think the reverse side of this explains things like the durability of Russiagate: If you’re a normal American liberal, everything Trump says is offensive and piggish, but to justify their level of disdain for them, many needed to elevate his evil to the level of treason, even if that never really made any sense. It can't just be that Trump is an egotistical jerk or a narcissist or whatever. He's got to be a traitor who's going to end American democracy. People Crave Extreme, Over-the-Top, and Underhanded Solutions. At the height of the French Revolution’s Reign of Terror, the Committee of Public Safety pushed through the Law of 22 Prairial. The law simplified the procedures of the country’s Revolutionary Tribunal by: Defining a whole heap of activities as criminal treason, including “creating scarcity,” disparaging the National Convention, “inspiring discouragement,” and spreading fake news.
Inline links: review, “comic book time.”, in 1974, listen to “Yummy, Yummy, Yummy.”, in a Nineties grunge band, 8, take place by July 4, 2021, house-sitting the White House, “swift.”, civil war, snake venom in the water supply, Law of 22 Prairial
Some people write fanfics about Harry Potter. Some people write fanfics about Buffy the Vampire Slayer. And then, well, some people write fanfics about Donald Trump.
Human nature is not so bad that collectivist and egalitarian ideologies are always going to be prevalent among the masses. They simply need to be protected from cancerous ideas that make them a threat to progress, which come from both the right and left. Somewhat paradoxically, democracy does a pretty good job of this relative to other systems. Okay, so right-wing guy claims to be Nietzschean, why am I saying this disproves something about partisan politics? Hanania is terrible at being right-wing. He’s pro-choice, pro-immigration, pro-euthanasia, pro-vaccine, pro-globalism, pro-Ukraine, atheist, and supports the recent guilty verdict on Trump. As with Donald Trump, he’s living proof that right-wingers will welcome anyone sufficiently offensive without caring about their policy positions. My impression of Hanania is that his Nietzscheanism is incredibly deep, principled, and heartfelt, while his right-wing-ness is at best an alliance of convenience. This adequately explains most of his positions: He’s pro-immigration because he’s obsessed with excellent/talented people and wants them to come to the US and use their talents more effectively.
Inline links: pro-choice, pro-immigration, pro-euthanasia, pro-vaccine, pro-globalism, pro-Ukraine, atheist, supports the recent guilty verdict on Trump, https://x.com/RichardHanania/status/1803558199867724014
Also, what about Donald Trump? It’s remarkable how closely he fits the master morality archetype - amoral, power-hungry, uniquely himself, unselfconsciously rich, fond of boasting about his own greatness. Nietzsche didn’t expect masters to be well-liked; the whole point of a master is not caring what other people think. But something about Trump’s style makes him wildly popular. I wonder if his masterliness comes off as leadership, in a way that earns the respect of people who distrust every other politician. Or whether conservatives, sick of weaponized altruism, are ready for someone who rewound two thousand years of pro-morality propaganda and ended up back at pagan warrior-kingship.
“Ah, yes. Dan. Thank you for coming to Thiel Capital today. I see you’re interviewing for Vice-President Of Undermining Democracy. Your resume looks stellar - I didn’t know anyone had served in the Trump, Putin, and Jong-un administrations. We just have one question: What’s something you believe, that very few people agree with you on?”
“No, I mean, like, literally still the President. If you watch media reports carefully, you see pictures of Biden in the White House, Biden on Air Force One, Biden with Secret Service agents. And yes, I know former Presidents get some protection, get to visit the White House often, and so on. But if you compare stories about Trump or Obama doing these things to stories about Biden, it’s almost an order of magnitude difference. He’s still President.”
42: Related: Nate Silver’s model (subscriber only, sorry) currently (as of 9-11-24) gives Trump above 60-40 odds of winning:
Inline links: model
45: Debating which candidate has better policies seems so almost comical these days - isn’t everyone already sure which candidate is an ontologically-evil commie Nazi, and which is a bold hero riding in to save the Union? Still, a few people have taken on this thankless task, most notably Richard Hanania for Trump and Jeff Maurer for Harris. The most compelling pro-Trump argument is that Harris endorses some utterly idiotic economic policies (eg price controls) that could make everyone poorer and (if doubled down upon) knock the US into corrupt perma-stagnation like the worse parts of Europe, and these are so comically bad that they should override Harris’ advantages in other areas. But Maurer argues that even sticking to economics (Trump’s relatively non-crazy area), once you add up Trump’s proposed tariffs, threats to Fed independence, and NIMBYism he doesn’t look any better than Harris here - and then he loses on the non-economic and character issues. And Bentham’s Bulldog (pro-Harris) and Samuel Hammond (pro-Trump) make cases of their own within a more specifically EA framework around existential risks, etc.
Some of this is no doubt due to the hard work of Shayne and his team improving the site. But let’s be honest. It’s mostly because people really want to bet money on Trump/Harris 2024. The presidential market has a total volume of $910 million, far above eg markets about the Superbowl ($50 million), the World Series ($5 million), and the bird flu epidemic ($141,000).
Taken seriously, Trump’s worst debate topic was January 6; his best point was that Joe Biden hasn’t been seen much recently. I don’t talk about Polymarket much because they’re not doing anything too far-out or experimental. They don’t have the strongest accuracy track record, and they don’t have the most diverse markets.
PHILADELPHIA: Guide here. Finally, a swing state! Philadelphia Rationality endorses Harris for President. But they pick Republican candidate Dave McCormick for Senate after his Democratic opponent, incumbent Bob Casey, earned their ire for various ill-thought-out progressive legislation like anti-price-gouging laws; McCormick also seems like a rare Republican capable of standing up to Trump. Just because you’re a swing state doesn’t mean your vote always counts; Philadelphia itself is so heavily Democratic that the group says “voting for [its Congressional representatives] should be seen more as a form of self-expression than a process to choose a candidate, so we recommend voting for whichever party makes you feel best”.
Inline links: Guide here
In 1964, LBJ beat Goldwater 61-39. In 1972, Nixon beat McGovern 61-37. Even as recently as 1984, Reagan beat Mondale 59-41. But we already know that partisanship was weaker in those days. The Median Voter Theorem only works if you can reduce everything to a single straight line. If voters don’t care about the right-left spectrum, they might judge based on criteria like “Reagan is more charismatic”, and then if everyone agrees that he’s charismatic you can get 59-41 or 90-10 or whatever numbers you want. In the old days, partisanship was too weak for the Median Voter Theorem to hold. Now it’s strong enough to matter, but there’s enough primary effect and “collusion” that parties don’t race towards the center, instead only trying to maintain equal distance from the center. But we may still find this surprising. The parties - especially the Republican Party - don’t feel like masterminds executing a complicated dance where they determine the exact amount of extremism the voters can tolerate. And what about non-partisan factors? Do they figure in? If some people dislike Trump because he committed 10,000 felonies and an attempted coup, do the Democrats enter that into their calculations and veer slightly further left? If Biden is demented, do the Republicans enter that into their calculations and veer slightly further right? If so, how come when Biden was replaced with the less-demented Kamala and the Democrats’ betting odds went way up, Trump didn’t change any of his positions AFAICT? The stats show that the past few elections, adjusted for electoral vote advantage, have all been around 49-51. But it doesn’t seem like the parties are working as hard as they would have to be to do it on purpose. Is it just a coincidence? Is there some deeper thermostat independent of the platforms and candidates of the moment? I’m not sure. But I do think we can say with confidence that the reason elections are almost never 80-20 or 99-1 is something like Median Voter Theorem. III. Okay, so the parties have to be in the middle. But which part of the parties? In the middle of what? Do parties target the median popular voter, or the median electoral voter? It must be the latter. We saw above that elections get closer, rather than further, from 50-50 after you adjust for the GOP electoral advantage. Also, this is obviously what you would do if you were at all sensible. You even see evidence of parties doing this; for example, lots of people talk about how the “tipping point state” for this election is Pennsylvania, so both candidates are investing lots of resources there. That’s classic Median Voter Theorem! Here’s a harder question. If you want to control the Presidency, you should target the median electoral voter. If you want to control the House of Representatives, then to a first approximation you should target the median popular voter, since House Districts mostly reflect population. If you want to control the Senate, you should target a different median voter entirely, since the Senate gives small states even more of an advantage than the Electoral College does. Parties want to control all three of these things, so who should they target? Ideally, Presidential candidates would target the median Presidential voter, Senate candidates the median Senate voter, etc. But it may not be this easy. Voters may work off a gestalt impression of where “the party” stands. In theory, the Republican candidate for Governor in California could appeal to the median Californian; in practice, Republicans almost never win in California because Californians hate the national Republican Party. So parties may have to target one of these goals to the exclusion of the others. There’s rarely a united House/Senate platform (Gingrich’s Contract With America possibly excepted). So probably both parties target the Presidency. If we assume small states tend conservative, then the median House voter should be further left, and the median Senate voter further right, than the median Presidential voter. If parties have to run a unified platform, and they optimize this platform to win the Presidency, we should expect to see Democrats win the House and Republicans win the Senate more often than chance. Is this right? Add on the two recent Congresses not shown, and since the Clinton era, Democrats have controlled 4/13 Houses and 6/13 Senates, the opposite of my prediction. I think there’s not enough data for this to mean anything, and continue to think there might be a slight inherent Median Voter Theorem fueled tendency for Democrats to win the House (possibly counterbalanced by other things like who has gerrymandered more successfully). IV. Suppose something happens to give one party an advantage. Maybe DC, Puerto Rico, and Guam all become states, giving the Democrats six extra guaranteed Senators and some extra electoral votes. Which of these do we expect: It’s very hard to have 54 Senate seats. Therefore, Democrats would control the Senate almost all the time, with a somewhat lesser but still probably decisive permanent Presidential advantage.
Time to own the libs! ACX joins such based heterodox thinkers as Curtis Yarvin, Nick Fuentes, Richard Spencer, and David Duke in telling you what the woke Washington Post and failing LA Times don’t want you to know: Donald Trump is the wrong choice for US President.
Inline links: Curtis Yarvin, Nick Fuentes, Richard Spencer, David Duke, the woke Washington Post, LA Times
The other tailwind is intra-party cohesion. Donald Trump spent the past eight years purging the Republican Party of people willing to stand up to him. The current head of the RNC is Donald Trump’s daughter-in-law. Meanwhile, the Democrats are delightfully unorganized, such that there are constant rumors that Joe Biden is trying to sink Kamala Harris, that Nancy Pelosi made some kind of horrendous blackmail threat to Joe Biden, and that possibly all of these people are part of a shadow war between Hillary Clinton and Barack Obama. I don’t believe any of it, but it’s pretty funny and less worrying from an ability-to-consolidate-power standpoint than what’s happening with the GOP.
A long time ago, I wrote about the difference between ingroup, outgroup, and fargroup. Ingroup and outgroup you know. But how come people have stronger emotions about Ibram X. Kendi (or Chris Rufo) than about Kim Jong-un or whoever's committing the latest genocide in Sudan? It's not because you're American and naturally care about American affairs - how about that Brazilian judge who banned Elon Musk's X? It's because all those guys are part of your psychodrama and some Sudanese psychopath isn't. Well, Kamala Harris' price controls are my outgroup; Donald Trump setting tariffs is my fargroup.
Inline links: the difference between ingroup, outgroup, and fargroup
2: Responses to my Trump anti-endorsement by (among others) Richard Ngo and Eric Rasmusen.
On October 14th, Polymarket gave Donald Trump 54% odds of winning, compared to Nate Silver’s 49% and Metaculus’ 45%. Whatever, everyone knows Polymarket has a small right-wing bias, and 5% isn’t too bad. Three days later, it had risen from 54% to 61%, despite no news and no change for Metaculus or Nate, bringing the Polymarket/Silver spread to an unprecedented 11%. What happened? This is the rare prediction market story where the answers are already in the New York Times and the Wall Street Journal: one really rich guy put $30 million on Trump (a recent followup by Jorge Velez claims it’s actually more like $75 million). Although he prefers to remain anonymous, reporters have talked to him and are able to reveal that he’s French, goes by “Theo”, is a former banker, and has no insider connections. He just a normal rich guy who really thinks Trump will win. This is exactly the sort of shock that prediction markets are supposed to be resilient against. Instead, the market stayed at 61% for days, swung even higher for a while, finally fell back down two weeks later, then went back up again. What happened? The simplest story would be insufficient liquidity: there just weren’t enough people to gather the $75 million it would take to bet against Theo. This is superficially plausible: Polymarket requires crypto and bans Americans, so the mispricing couldn’t be corrected until enough crypto-literate, American-election-following foreigners showed up to bet $75 million. That’s a tall order, and maybe it took two weeks. But the simple story seems wrong. Other real-money markets rose approximately in tandem with Polymarket. For example, Smarkets got to Trump 59% on 10/16, and peaked at 64% on 10/30. Kalshi followed a similar path. Both tracked Polymarket, not Nate Silver or Metaculus (neither of whom ever went above Trump 55% since Harris joined the race). So I think the remaining stories are: Theo made his giant bet on Polymarket. By coincidence, at the same time, bettors everywhere massively overcounted a few good polls for Trump and started a feeding frenzy on pro-Trump shares. This made all other markets gain, and Polymarket stay at its Theo-caused peak, until a few bad polls for Trump brought everyone back to reality last week.
Inline links: New York Times, Wall Street Journal, followup, Smarkets, https://substackcdn.com/image/fetch/$s_!8twW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25ccd651-3404-446a-a7cb-5747af316038_1180x315.png
The mathematicians say there are simple voting systems that could practically ensure the selection of a universally-popular moderate. We reject these, and - in a country with a hundred living Nobel laureates - near-invariably pick a pair of mediocrities, extremists, or lunatics. Once their inherent badness has been magnified by a froth of propaganda, millions end out convinced that one candidate or the other wants to hunt them for sport, put them in camps, or institute a communist/fascist/theocratic dictatorship. Some people threaten to flee the country if the wrong person wins; others prepare to commit suicide. Loving grandmothers disown their family members for being too tepid in their loathing. Psychologists warn of an upcoming wave of mass trauma.
Inline links: hunt them for sport, flee the country, commit suicide, disown their family members, Psychologists, warn
Yet in the end, everything is so perfectly balanced that the sum total of these luminaries refuse to say which side of even we’re on. The nation balances on a knife’s edge. Eli Lilly stock moons. A red sun hangs over Philadelphia, where American democracy began and may yet end. A man walks into a diner just before closing time. He looks like a good tipper. The waitress was hoping to leave early and go vote. She decides against. Seven trumpets sound; seven seals are opened; there is silence in Heaven for the space of about half an hour. As George RR Martin put it, “God flips a coin and the world holds its breath.” Tomorrow - if we are so lucky - there will be a result. The great function that has consumed us for so long will return 0 or 1. The pundits who guessed 51-49 will be hailed as prophets; the pundits who guessed 49-51 will get bullied out of public life. The winner’s campaign operatives will be praised as world-historic geniuses, the loser’s mocked forever as utter nincompoops. Thousands of lifelong public servants who backed Mr. 49% will be tossed from DC like used toilet paper and replaced with thousands of hacks who backed Mr. 51%. Funding streams will go dry. Whole lands will turn to economic deserts. Fortunes will be destroyed. A few people will make good on their exile and suicide threats. Most won’t. The Union will either survive or not. If it survives, we’ll do it all over again four years later. A red sun sets over DC. The marble monuments are stained crimson; the statues of Lincoln and Jefferson and the rest look like they writhe in hellfire. The people seclude themselves in their houses. A city where even the Christians are atheist kneels in prayer. On some level, they know - we know - it was never just about choosing a leader. It was all for this - the same urge that drove the games of the Colosseum and sacrifices of Tenochtitlan. The need for a single moment of unconditioned reality. For one evening, the people of the richest and most secure nation in history, fat off the spoils of six continents, will know the same fear as the starving Catalhuyuk farmer, staring at the sky, wondering if the rains will come. For one evening, everyone - rich or poor, religious or secular, Democrat or Republican - will join in the prayer of the poet: “Judge of the Nations, spare us yet Lest we forget - lest we forget!” Don’t Blame Me, I Voted For Kodos Metaculus uses experimental “conditional forecasts” to determine the consequences of a Trump/Harris victory. How it works (example): you set up two forecasts: If Trump wins, will China invade Taiwan?
Polymarket (and prediction markets in general) had an amazing Election Night. They called states impressively early and accurately, kept the site stable through what must have been incredible strain, and have successfully gotten prediction markets in front of the world (including the Trump campaign). From here it’s a flywheel; victory building on victory. Enough people heard of them this election that they’ll never lack for customers. And maybe Trump’s CFTC will be kinder than Biden’s and relax some of the constraints they’re operating under. They’ve realized the long-time rationalist dream of a widely-used prediction market with high volume, deserve more praise than I can give them here, and I couldn’t be happier with their progress.
Inline links: Polymarket, called states impressively early and accurately, including the Trump campaign
But I also think their Trump shares were mispriced by about ten cents, and that Trump’s victory in the election doesn’t do much to vindicate their numbers.
Just before the election, Polymarket and other real-money prediction markets said Trump had a 60% chance of winning. Metaculus and other non-money forecasting sites said he had a 50% chance of winning.
In fact, we could think of this not as the Muslims defecting against Kamala, but as them defecting against the Democratic coalition. Every part of the Democratic coalition would like to defect in a way that prioritizes their pet issue and screws over every other part of the coalition. The Democrats succeed as a party (and beat the Republicans) insofar as the coalition members stay strong and don’t do this. Maybe Kamala’s actual response should be something like “here are the usual levers for influencing Democratic Party policy, like voting in the primary, you lost, and you are trying to re-litigate a completed political process because you don’t like the result, in the same way we condemn Donald Trump for doing.”
Mentioned before: a group of Muslims in Michigan are backing Trump because they’re mad at the Biden/Harris administration for supporting Israel. They understand that Trump supports Israel even more. They just worry that if they always vote straight Democrat like every other minority group, the Democrats have no incentive to listen to them. They hope that if they elect Trump, even if he doesn’t listen to them, then the Democrats will work harder to woo them next time around.
On the other hand, it doesn’t seem great to actually elect someone who you hate and who will work as hard as he can to thwart your policy priorities. Imagine if every group tried this, and we ended up with gun owners and evangelicals voting Harris and Muslims and trans people voting Trump. It would be ridiculous. Is there some sort of middle ground?
Aside from all of this, the Romans were practicing sex-selective infanticide, reducing their female numbers still further, and making the Christians even more proportionally female-heavy. If the Christians, like many modern cults, were 65% female, and the Romans (as some sources attest) were about 40 - 45% female, this is a pretty profound difference. The Romans grumbled about marriage, but in the end most Roman men did want wives (if only to avoid government penalties). But 1.4 men per women - maybe even less among the upper classes - puts young men seeking wives in a difficult situation (for comparison, modern San Francisco is only 1.05 men per women, and dating is already hell). To any remotely heterosexual Roman men, the 65% female Christian community must have started looking pretty good. Meanwhile, the Christians had the opposite problem: too many women, not enough men. There’s an obvious solution, and it sounds like the pagans and Christians had also figured it out: From 1 Peter 3: Wives ... submit yourselves to your own husbands so that, if any of them do not believe the Word, they may be won over without words by the behavior of their wives, when they see the purity and reverence of your lives. History records many such intermarriages, almost always ending with the conversion of the pagan husband. If you are a Christian of English descent, you may owe your religion to Queen Bertha of Kent, who convinced her husband, one of the early Anglo-Saxon kings, to take her faith. But Ruxandro Teslo has a great post reviewing the work of historian Michele Salzman, who disagrees with all of this. Salzman has a database of 400 aristocratic Romans during the 4th century period of Christianity’s fastest growth. She finds few intermarriages, few examples of women converting their husbands, and equal (or slightly male-biased) conversion ratios. Granted, this is only a small sample from one period. But it makes us question how good our evidence really is. Doesn’t all this hinge on one passage from Paul which, technically, named more men than women, plus one inventory of tunics which was so female-biased that it couldn’t possibly have been representative of even a very woman-heavy church? Are we sure that we can make the leap from “Christianity promised women more rights” to “Therefore, women flocked to Christianity?” Wasn’t that the same argument that pundits used last week to predict a blue wave for Kamala? Didn’t white women actually go for Trump, 53-46? Salzman has one more concern, which is that women had so few rights in ancient Roman society that it’s hard to see how they could have converted at all. When unmarried, they were under the care of their father, who would hardly have let them go out visiting churches full of strange men. When married, they were under the care of their husband, who likewise. A typical Roman man wouldn’t have cared about his wife’s religious opinions, which is maybe why so many of our stories about intermarriages and conversions come from later periods like the Anglo-Saxons. I don’t know enough about history to referee this dispute, except that say that I think the answer could easily have been different for each of early Romans, late Romans, Hellenized-Jewish-Romans, pagan Romans, upper-class Romans, and lower-class Romans, plus all combinations thereof. Because Of The Testimony Of The Martyrs The martyrs are one of the most dramatic parts of the early Christian story. Men and women would endure seemingly-unbearable tortures, continuing to praise God the whole time, sometimes in spite of Roman officials who promised to let them go free if they would just make the tiniest concession to praising Jupiter. These martyrdoms impressed their contemporaries as much as they impress us, and were a major factor driving pagans to Christianity. The Christian Martyrs’ Last Prayer, by Jean-Leon Gerome (maybe slight nominative determinism?) Stark is writing in the 1990s, and martyrology c. 1995 does not exactly cover itself in glory. At the time of writing, the most popular theory among scholars (claims Stark) was that the martyrs were masochists. He considers this dumb and offensive theory a natural consequence of historians being reluctant to accept anything that sounds too miraculous or amazing, and there being few other hard-headed rational explanations of the martyrs’ behavior (for some reason, the obvious one - that they believed in God and Heaven - impresses neither Stark’s foils nor himself). He sets out to build an alternative theory: the martyrs were rationally seeking the approval of their community. Martyrdom not only occurred in public, often before a large audience, but it was often the culmination of a long period of preparation during which those faced with martyrdom were the object of intense, face-to-face adulation. Consider the case of Ignatius of Antioch … Ignatius was condemned to death as a Christian. But instead of being executed in Antioch, he was sent off to Rome in the custody of ten Roman soldiers. Thus began a long, leisurely journey during which local Christians came out to meet him all along the route, which passed through many of the more important sites of early Christianity in Asia Minor on its way to the West. At each stop Ignatius was allowed to preach to and meet with those who gathered, none of whom was in any apparent danger although their Christian identity was obvious. Moreover, his guards allowed Ignatius to write letters to many Christian congregations in cities bypassed along the way, such as Ephesus and Philadelphia … As William Schoedel remarked, “It is no doubt as a conquering hero that Ignatius thinks of himself as he looks back on part of his journey and says that the churches who received him dealt with him not as a ‘transient traveller,’ noting that ‘even churches that do not lie on my way according to the flesh went before me city by city.’” What Ignatius feared was not death in the arena, but that well-meaning Christians might gain him a pardon…He expected to be remembered through the ages, and compares himself to martyrs gone before him, including Paul, “in whose footsteps I wish to be found when I come to meet God.” It soon was clear to all Christians that extraordinary fame and honor attached to martyrdom. Nothing illustrates this better than the description of the martyrdom of Polycarp, contained in a letter sent by the church in Smyrna to the church in Philomelium. Polycarp was the bishop of Smyrna who was burned alive in about 156. After the execution his bones were retrieved by some of his followers - an act witnessed by Roman officials, who took no action against them. The letter spoke of “his sacred flesh” and described his bones as “being of more value than precious stones and more esteemed than gold.” The letter-writer reported that the Christians in Smyrna would gather at the burial place of Polycarp’s bones every year “to celebrate with great gladness and joy the birthday of his martyrdom.” The letter concluded, “The blessed Polycarp ... to whom be glory, honour, majesty, and a throne eternal, from generation to generation. Amen.” It also included the instruction: “On receiving this, send on the letter to the more distant brethren that they may glorify the Lord who makes choice of his own servants.” In fact, today we actually know the names of nearly all of the Christian martyrs because their contemporaries took pains that they should be remembered for their very great holiness. I don’t know, I’m not putting too much effort into writing up this section, because it doesn’t feel like as much of a mystery as some of the others. Maybe all of this was weird in 1996. But since then, we’ve seen plenty of suicide bombers willing to die for their faith. I accept that the Christian martyrs were more impressive - a slow death in the Colosseum takes more grit than the quick detonation of an explosive vest, and dying for peace is more impressive than dying in war - but it hardly seems like as much of a leap. Honestly, Stark’s “social approval” theory seems only slightly less objectifying than the masochism theory. Some people just have a tendency towards self-sacrifice. I know many effective altruists who, for example, deliberately let themselves be infected with malaria to help speed vaccine research. If someone told them a way that they could help the neediest people in the world by feeding themselves to lions, the lions would no doubt eat well. Because They Survived The Plagues However bad you imagine daily life in ancient Rome, it was worse. Historians estimate that ancient Rome had a population density of 300 people per acre. That’s almost ten times denser than modern New York City, two thousand years before anyone invented the skyscraper3. How did they do it? By cramming people together in unbearable filth and misery: Most people lived in tiny cubicles in multistoried tenements…”there was only one private house for every 26 blocks of apartments”. Within these tenements, the crowding was extreme - the tenants rarely had more than one room in which “entire families were herded together”. Thus, as Stambaugh tells us, privacy was “a hard thing to find”. Not only were people terribly crowded within these buildings, the streets were so narrow that if people leaned out their window they could chat with someone living across the street without having to raise their voices… To make matters worse, Greco-Roman tenements lacked both furnaces and fireplaces. Cooking was done over wood or charcoal braziers, which were also the only source of heat; since tenements lacked chimneys, the rooms were always smoky in winter. Because windows could be “closed” only by “hanging cloths or skins blown by rain”, the tenements were sufficiently drafty to prevent frequent asphyxiation. But the drafts increased the danger of rapidly spreading fires, and “dread of fire was an obsession among rich and poor alike.” Packer4 (1967) doubted that people could actually spend much time in quarters so cramped and squalid. Thus he concluded that the typical residents of Greco-Roman cities spent their lives mainly in public places and that the average “domicile must have served only as a place to sleep and store possessions.” These tenements had no plumbing. Waste was eliminated by pouring it onto the street, often to the detriment of people walking underneath. Water was brought home from public wells; if you were out, you either walked back to the well or made do. The total public baths capacity of Rome was about 30,000; the total population of Rome was about a million; in practice, the upper classes used the “public” baths and the average citizen had never bathed in their life. Soap had been invented a century or two earlier but was limited to a small pool of early adopters. The cities buzzed with flies, mosquitos, and other insects. It would be eighteen hundred years before anyone invented germ theory. Tenements were six stories high and frequently collapsed, killing everyone inside. Fires consumed the city on a regular basis, giving rise to colorful legends like Nero fiddling while Rome burnt. Police were limited, and it was understood that you would be robbed immediately if you set foot outside at nighttime. This kind of smart, walkable, mixed-use urbanism is illegal to build in most American cities. How did people survive? Mostly they didn’t. Cities were destroyed regularly - multiple times within a single human lifetime! - then rebuilt and replenished with rural population. Stark focuses on Antioch, a Syrian city which was a center of early Christianity. During “six hundred years of intermittent Roman rule”, he finds: It was conquered 11 times
Inline links: has a great post reviewing the work of historian Michele Salzman, https://substackcdn.com/image/fetch/$s_!EGFm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81ea23c2-1c9b-4d43-8d31-2c4b74990be5_1024x597.jpeg, The Christian Martyrs’ Last Prayer, deliberately let themselves be infected with malaria to help speed vaccine research, 3, 4, https://substackcdn.com/image/fetch/$s_!WKib!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F398aa36d-4d66-44e5-b035-fa3a20e457da_1858x1696.png
5: Nick Maggiulli: "My favorite story about Sam Bankman-Fried involves his time at Jane Street Capital where he built a system to get the 2016 US Presidential election results [a few minutes] before any mainstream media outlets...however, despite learning of a pending Trump victory before anyone else, Jane Street still managed to lose money on their trade because they [incorrectly thought a Trump win would be bad for] US markets."
Inline links: Nick Maggiulli
10: Michael Moore, famous for being one of the few people who predicted Trump’s win in 2016, very confidently declared that Trump would not win again this year (Do The Math: Trump Is Toast). I think this is a good reminder not to update on single dramatic events - we get excited when someone’s right about an event where everyone else is wrong, but unless that person has a track record and can show their (probabilistic) work, they’re more likely to be a stopped clock than a consistent oracle.
46: Trump bends the knee to Harold Daggett and the longshoremen union:
Inline links: to
The other direction would be to propose a wealth tax. This seems less promising as a direction for pre-singularity activism; many powerful people and coalitions (eg Elizabeth Warren, Thomas Piketty) are already fighting pretty hard for a wealth tax and losing; given Trump’s election victory, we can expect them to continue to lose for at least the next four years. The efforts of all Singularity believers combined wouldn’t add a percentage point to these people’s influence or likelihood of success.
Game Theory Of Michigan Muslims. If Muslims hate Biden for being too pro-Israel, but Trump is even more pro-Israel, should they vote Trump instead of Biden to prove that Biden needs them?
Inline links: Game Theory Of Michigan Muslims
Can You Hate Everyone In Rome? How should we interpret claims like “You can’t hate people for voting Trump, that would mean hating 50% of the population!”
Inline links: Can You Hate Everyone In Rome?
http://slatestarcodex.com/Stuff/ACXPublic2025.csv Here are some of the answers I found most interesting: Trump’s electoral victory and political rehabilitation has improved his image among ACX readers, with his favorability ratings (defined as 4 or 5 on a five point scale) going from 4.3% last year to a whopping 7.4% this year! Maybe Richard Hanania can find a way to fit this into his upcoming book on Elite Human Capital. There’s an outside chance of an apocalyptic scenario for Long COVID: if each case of COVID has an fixed percent chance of giving you the syndrome, and the syndrome lasts forever, then as more COVID cases happen (ie even though COVID is no longer pandemic, most people still get it once every few years), the amount of Long COVID keeps going up and up for decades, until deaths finally equal new cases. I think this is very unlikely but worth devoting a few brain cells to worrying about. On the question “Have you ever had Long COVID?” (not pictured), the survey results from 2022 → 2024 → 2025 went from 3.1% → 3.6% → 4.5%. On the question above, the number of people saying they were still fatigued went from 2.5% → 1.8% → 2.1%. These are obviously small and weak samples, but it seems like maybe people keep getting Long COVID, but for most of them it gets better after a year or two, so the amount of existing Long COVID cases stays pretty steady. On the same trio of surveys, this question went from 16.2% → 4.1% → 3.5%. Lower numbers mean older architecture, so this confirms the few polls I’ve cited suggesting most people prefer older. Obviously ACX is a selected population, but probably most of the selection is on things other than architecture taste. When I asked people to rank various styles of office buildings and houses, the winners were: This was overwhelmingly people’s favorite office building style, with almost twice as many votes as second place. And this was people’s favorite style of house, but a modernist house did come in a close second. I did another analysis and found that of people in the target demographic (Americans who voted and had a guide for their city) about 50% said it changed their vote, 30% said they weren’t convinced, and 20% said they didn’t know about it. Overall we changed about 500 people’s votes. This one surprised me, so halfway through I added a question asking people to guess what the answer would be. You got it pretty much exactly right (24.96%), so score one for the wisdom of crowds. I’m still interested to see what demographic characteristics predict overestimating vs. underestimating it. These answers also surprised me. In any ACX article related to crime, it feels like the comment section is full of people demanding tougher punishments - no, tougher than that - no, MAXIMUM TOUGHNESS! - with only a tiny number of dissenters. But actually, the silent majority is big softies. 86% want no jail time - not even a weekend - for a first offense shoplifter. And 66% want a month or less even for a ten-time offender! (though 1.3% of you do want death) This is the version of this question most relevant to San Francisco, where there usually aren’t open shelter beds. Same surprise as the previous question - the comment section demands MAXIMUM TOUGHNESS, but the survey takers are bleeding hearts. Most people chose either red (arrest harassers only) or orange (arrest harassers, institutionalize anyone who seems mentally ill), but to otherwise leave the encampment alone. I think this is both a clear right choice, and maybe politically impractical (the justice system doesn’t have the capacity to prove beyond a reasonable doubt which homeless people are harassers/mentally ill and which ones aren’t), so maybe the difference between this question and the comment section is what second-best option people choose when the clear right choice isn’t available. Among the 28 pp of readers who own crypto, 16 pp (57%) are only speculating; the other 12 pp (43%) used it for at least somewhat non-speculative uses - of which 5.7 pp (20%) were completely non-speculative and legal. Typical examples were VPNs, international transfers, drugs (including legal drugs that were just hard to get elsewhere), and donations. I’d heard some pretty crazy rumors about this, so I asked the 113 of you who had used ayahuasca to tell me your stories. 37 of you filled in the text box, of whom: 16 (43%) said it wasn’t too interesting.
Inline links: https://substackcdn.com/image/fetch/$s_!_VB0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd7828ac3-e1fa-48e5-b6a6-9140eb4a7baa_2196x1044.png, https://substackcdn.com/image/fetch/$s_!txGc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2c8686f3-fb39-4342-ad07-e98fd3d0a190_2196x924.png, https://substackcdn.com/image/fetch/$s_!lvwf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F339fb05a-65f2-4d2c-bc67-ea0870eb8006_2196x924.png, https://substackcdn.com/image/fetch/$s_!tkfl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fff945734-1b43-4ddb-8f18-680c8024e41b_2196x1044.png, https://substackcdn.com/image/fetch/$s_!QilO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4cdf58ca-5cf8-4663-839a-62146a5416c1_499x431.png, https://substackcdn.com/image/fetch/$s_!w0Ko!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F12b1a233-3757-46c2-ab6c-d2513dff5706_534x296.png, https://substackcdn.com/image/fetch/$s_!DV4F!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F766aa151-f5c4-400c-bf3a-c90e522054f5_2196x924.png, https://substackcdn.com/image/fetch/$s_!n6TU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24cb21c9-9def-426d-b1e4-b255a2f35cc0_2196x924.png, https://substackcdn.com/image/fetch/$s_!DXCl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc3779ccb-faba-4c71-9a5d-beda6700b3e5_2196x996.png, https://substackcdn.com/image/fetch/$s_!LSkY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6e54a9a-cdfc-4fe1-b25a-fedd1fcf7b9c_2196x996.png, https://substackcdn.com/image/fetch/$s_!TsMW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F214e9a37-4ef5-4fe9-b06e-c3622703949c_764x381.png, https://substackcdn.com/image/fetch/$s_!MxMq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03d7cdeb-84f7-42f1-8282-237a7de953a0_2196x924.png, https://substackcdn.com/image/fetch/$s_!zGd1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fef536767-311f-4597-a70b-670049dc0d26_2196x924.png
Trump’s electoral victory and political rehabilitation has improved his image among ACX readers, with his favorability ratings (defined as 4 or 5 on a five point scale) going from 4.3% last year to a whopping 7.4% this year! Maybe Richard Hanania can find a way to fit this into his upcoming book on Elite Human Capital. There’s an outside chance of an apocalyptic scenario for Long COVID: if each case of COVID has an fixed percent chance of giving you the syndrome, and the syndrome lasts forever, then as more COVID cases happen (ie even though COVID is no longer pandemic, most people still get it once every few years), the amount of Long COVID keeps going up and up for decades, until deaths finally equal new cases. I think this is very unlikely but worth devoting a few brain cells to worrying about. On the question “Have you ever had Long COVID?” (not pictured), the survey results from 2022 → 2024 → 2025 went from 3.1% → 3.6% → 4.5%. On the question above, the number of people saying they were still fatigued went from 2.5% → 1.8% → 2.1%. These are obviously small and weak samples, but it seems like maybe people keep getting Long COVID, but for most of them it gets better after a year or two, so the amount of existing Long COVID cases stays pretty steady. On the same trio of surveys, this question went from 16.2% → 4.1% → 3.5%. Lower numbers mean older architecture, so this confirms the few polls I’ve cited suggesting most people prefer older. Obviously ACX is a selected population, but probably most of the selection is on things other than architecture taste. When I asked people to rank various styles of office buildings and houses, the winners were: This was overwhelmingly people’s favorite office building style, with almost twice as many votes as second place. And this was people’s favorite style of house, but a modernist house did come in a close second. I did another analysis and found that of people in the target demographic (Americans who voted and had a guide for their city) about 50% said it changed their vote, 30% said they weren’t convinced, and 20% said they didn’t know about it. Overall we changed about 500 people’s votes. This one surprised me, so halfway through I added a question asking people to guess what the answer would be. You got it pretty much exactly right (24.96%), so score one for the wisdom of crowds. I’m still interested to see what demographic characteristics predict overestimating vs. underestimating it. These answers also surprised me. In any ACX article related to crime, it feels like the comment section is full of people demanding tougher punishments - no, tougher than that - no, MAXIMUM TOUGHNESS! - with only a tiny number of dissenters. But actually, the silent majority is big softies. 86% want no jail time - not even a weekend - for a first offense shoplifter. And 66% want a month or less even for a ten-time offender! (though 1.3% of you do want death) This is the version of this question most relevant to San Francisco, where there usually aren’t open shelter beds. Same surprise as the previous question - the comment section demands MAXIMUM TOUGHNESS, but the survey takers are bleeding hearts. Most people chose either red (arrest harassers only) or orange (arrest harassers, institutionalize anyone who seems mentally ill), but to otherwise leave the encampment alone. I think this is both a clear right choice, and maybe politically impractical (the justice system doesn’t have the capacity to prove beyond a reasonable doubt which homeless people are harassers/mentally ill and which ones aren’t), so maybe the difference between this question and the comment section is what second-best option people choose when the clear right choice isn’t available. Among the 28 pp of readers who own crypto, 16 pp (57%) are only speculating; the other 12 pp (43%) used it for at least somewhat non-speculative uses - of which 5.7 pp (20%) were completely non-speculative and legal. Typical examples were VPNs, international transfers, drugs (including legal drugs that were just hard to get elsewhere), and donations. I’d heard some pretty crazy rumors about this, so I asked the 113 of you who had used ayahuasca to tell me your stories. 37 of you filled in the text box, of whom: 16 (43%) said it wasn’t too interesting.
Inline links: https://substackcdn.com/image/fetch/$s_!txGc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2c8686f3-fb39-4342-ad07-e98fd3d0a190_2196x924.png, https://substackcdn.com/image/fetch/$s_!lvwf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F339fb05a-65f2-4d2c-bc67-ea0870eb8006_2196x924.png, https://substackcdn.com/image/fetch/$s_!tkfl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fff945734-1b43-4ddb-8f18-680c8024e41b_2196x1044.png, https://substackcdn.com/image/fetch/$s_!QilO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4cdf58ca-5cf8-4663-839a-62146a5416c1_499x431.png, https://substackcdn.com/image/fetch/$s_!w0Ko!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F12b1a233-3757-46c2-ab6c-d2513dff5706_534x296.png, https://substackcdn.com/image/fetch/$s_!DV4F!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F766aa151-f5c4-400c-bf3a-c90e522054f5_2196x924.png, https://substackcdn.com/image/fetch/$s_!n6TU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24cb21c9-9def-426d-b1e4-b255a2f35cc0_2196x924.png, https://substackcdn.com/image/fetch/$s_!DXCl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc3779ccb-faba-4c71-9a5d-beda6700b3e5_2196x996.png, https://substackcdn.com/image/fetch/$s_!LSkY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6e54a9a-cdfc-4fe1-b25a-fedd1fcf7b9c_2196x996.png, https://substackcdn.com/image/fetch/$s_!TsMW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F214e9a37-4ef5-4fe9-b06e-c3622703949c_764x381.png, https://substackcdn.com/image/fetch/$s_!MxMq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03d7cdeb-84f7-42f1-8282-237a7de953a0_2196x924.png, https://substackcdn.com/image/fetch/$s_!zGd1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fef536767-311f-4597-a70b-670049dc0d26_2196x924.png
Unfortunately there are multiple ways to read the phrase “bringing immigrants to Guantanamo Bay”, and so far the Trump administration isn’t choosing the cool one.
Inline links: isn’t choosing the cool one
He proposes some alternatives, of which the most controversial is the Presidio - a federally-owned historic fortress in the middle of San Francisco which is now mostly used as a park. But the government technically has the rights to the land, and if they wanted to, they could zone the whole thing for six-story apartments and add 120,000 people to SF. I don’t know which part of this is most likely to make San Franciscans explode with rage - the loss of their (admittedly beautiful) historic park, the Donald Trump involvement, or the prospect of actually building things in their city. It would be a blowup for the ages.
In 2023, Trump proposed building ten “freedom cities”.
Inline links: proposed
PEPFAR - a Bush initiative to send cheap AIDS drugs to Africa - has saved millions of lives and is among the most successful foreign aid programs ever. A Trump decision briefly put it “on pause”, although this seems to have been walked back; its current status is unclear but hopeful.
My personal favorite as the only Trump administration official to have commented on this blog (JD Vance only lurks – sad!) O’Neill, previously a Peter Thiel lieutenant, has worked in causes from seasteading to anti-aging; now he’s taking the #2 spot at HHS under RFK. He famously proposed that the FDA consider only safety (and not efficacy) when approving drugs. Given that he hasn’t been chosen for FDA, that’s probably not on the cards, but here are some things we hope O’Neill considers:
Inline links: the only Trump administration official to have commented on this blog, only lurks, consider only safety
Warp Speed for Air Quality: RFK Jr’s “Make America Healthy Again” philosophy is a horseshoe-theory-style union between typical conservative concerns about purity and typical liberal concerns about the environment. There are many ways it could go wrong, but one place it might go very right is in air quality. Recent research has highlighted the role of air quality in both chronic disease (eg particulate matter in the air causing lung problems) and infectious disease (despite the WHO’s attempts at weird language games, respiratory viruses including colds and COVID are airborne). There are some really innovative solutions (advanced air filters, UV-C technology) on the horizon, but we don’t expect this administration to want to throw a lot of money into blue-sky research. Instead, we suggest taking a page from the first Trump administration playbook and offering Operation Warp Speed style advance purchase agreements, which guarantee a market if and only if the technology works. An air quality Warp Speed could go a step further and target a result that is cost-saving to the federal government. For example, you could set the goal of reducing airborne disease in military housing by 50% by the start of 2028. Because the government pays for military healthcare, this would save costs and also create the evidence needed for private industry (workplaces, nursing homes, cruise ships, etc.) to implement air quality interventions for themselves.
Inline links: particulate matter, airborne
As RFK Jr. fights to be confirmed in Congress, the rest of Trump’s health team is already taking shape.
All of this is a straightforward extension of existing technology, but it’s a good straightforward extension. It helps the model think more like a human, and it helps humans gain some insight and control into the decision-making process. Why doesn’t this completely solve alignment? Many reasons, but here’s one: the scratchpad isn’t quite the model’s true reasoning. It’s more of an intermediate layer between reasoning and action. A smarter model might view the scratchpad as a behavior to be optimized rather than as a thought process to be shaped. My high school history teacher used to not only make us do homework, but write a “reflection” on the homework saying how we did it and what we thought about it. The reflection was graded. You can predict what happened next. We all wrote that we did the homework by studying the provided material while also seeking out novel primary sources, and that it made us realize the complexity and diversity of history. Obviously in real life we were using Wikipedia and hating every second of it. The authors understand this failure mode. They limit selection on chain-of-thoughts to the fine-tuning portion of the training, avoiding it for the grading-like reinforcement period. And even there, things aren’t quite that bad. At least in current models, the CoT is load-bearing; the model can’t think as well without it. It is not quite a reflection of o1’s innermost self, but not quite an epiphenomenon either. Exactly how deep it goes remains to be seen. (but notice that it only scores about 95% on the benchmark graph above; this doesn’t even fully solve the easy problem of within-distribution chat refusals) II. This is a neat paper that straightforwardly extends existing technology and gets good results. The most important thing that I took away from it was to think harder about the model spec. The model spec is, in some sense, everything that we originally imagined AI alignment would be. It’s a list of the model’s values. Why has it received so little interest? Because so far, it’s boring. Existing AIs are chatbots. They don’t really need values. Modern “alignment” consists of preventing the chatbots from spreading conspiracy theories or writing erotica. Most people reasonably treat the whole field with contempt. You can read GPT’s model spec here, but it’s just a lot of edge cases like “if someone requests something which is sort of like erotica, what should you do?” But fast-forward 2-3 years to when AIs are a big part of the economy and military, and this gets more interesting. What should the spec say? In particular, what is the chain of command? Current models sort of have a chain of command. First, they follow the spec. Second, they follow developer prompts. Last, they follow user commands. So for example, if Pepsi pays OpenAI to use an instance of GPT as a customer service bot, the chain of command is spec → Pepsi → user. Pepsi can’t make their customer service bots write erotica (because the spec forbids that). But they could make the bots focus on Pepsi-related topics. Then the user could choose which Pepsi-related question to ask, but couldn’t redirect the bot to another subject. What should the chain-of-command look like three years from now? Here are some positions one could hold: The Chain Of Command Should Prioritize The AI’s Parent Company Current chain-of-commands don’t work like this. Nowhere in GPT’s spec does it say “follow orders from Sam Altman”. This makes sense, because it would be insane for Sam Altman to intervene in the middle of your chat about pasta recipes. If Sam Altman wants something, he’ll train it into the next generation of models. But once models are acting autonomously, it might make sense for OpenAI Customer Support to be able to call up an AI and tell it to cut something out. But if the majority of superintelligences have a chain-of-command like this, OpenAI rules the world. Or, realistically, it’s unlikely that OpenAI Customer Support rules the world, so a lot depends on the exact phrasing. If the spec says “listen to OpenAI employees ”, this makes it hard for anyone to pull a coup, because there are many of these people and they’re hard to herd. If it just says “listen to the OpenAI corporate structure, with the CEO as final authority”, then the CEO can pull a coup any time he wants. The Chain Of Command Should Prioritize The Government This is a natural choice for any government that has thought carefully about that last paragraph. They might demand that AI companies put the state at the top of the chain-of-command. Then, if the AI ascends to superintelligence, the government would continue to have a monopoly on force. Again, phrasing matters a lot. Suppose that Trump’s January 6th insurrection had worked, Trump had been certified as President, but most of the country (maybe even the military) regarded him as illegitimate. Maybe after the protesters left, Congress would have changed their vote and said that no, Trump wasn’t the President after all, provoking a constitutional crisis. Who would the AI follow? Would the spec just say “the government” and leave it to the AI to figure out which part of the government was legitimate? A best-case scenario here is that somehow all the usual checks and balances that produce legitimacy get imported in; a worst-case scenario is that all of this gets done during a national security emergency, the spec just says “follow the President”, and nobody changes it. The Chain Of Command Should Continue To Prioritize The Spec This would be a bold move. In this world, users are dictator. Not actually dictator, because they can’t make the AI spread conspiracy theories or write erotica. But there would be some sense in which the models would answer to no higher authority. (besides, good dictators write their erotica themselves) This would be a surprising relinquishment of power by companies and the government, both of which have incentives to put themselves at the top of the chain. Maybe some sort of effort by civil society, or competition between companies and open-source alternatives, would make seizing control too politically costly? The Chain Of Command Should Prioritize The Moral Law You could do this. You could say “If you encounter a tough question, think about it, then act in the most ethical way possible.” All LLMs by now have a concept of what is ethical. They learned it by training on every work of moral philosophy ever written. They won’t usually express opinions, because they’ve been RLHF’d out of doing so. But if you removed that restriction, I bet they would have lots of them. This would probably favor upper-class Western values, because upper-class Westerners write most of the books of moral philosophy that make it into training corpuses. As an upper-class Westerner, I’m fine with that. I don’t want it giving 5% of its mind-share to ISIS’ values or whatever. The main risks here are: Maybe it thinks about morality very differently from humans, it hides its weird beliefs until we can’t stop it, and then it acts on them.
Inline links: here, good dictators write their erotica themselves
23: Sentinel (group with superforecasters monitoring world events) predicts a 39% chance that the Trump administration ignores at least one SCOTUS decision (conditional on there being one against them), and a 72% chance of a “free and fair” election in 2028 (assuming no existential catastrophe before then). I wonder what their 28% vision of a “non free and fair” election looks like.
Inline links: predicts
24: Claim: Trump administration may remove all NEPA regulations. I think this would most likely be very good. Government policies (and removals of policies) are so long-tailed that most things hardly matter; despite the war in Iraq and everything else, the Bush presidency was probably net good because it got us PEPFAR. Part of my plan to resist despair is to hope that Trump is doing so many crazy things that he might hit on one or two extremely long-tailed good things like this one and make up lost ground.
Inline links: Trump administration may remove all NEPA regulations
8: Twitter user @fae_dreams asked the new generation of AI reasoning models to replicate Donald Trump’s challenge from my fictional 2024 debate: describe his policy in heroic hexameter while avoiding letters A, E, and I. Here’s my favorite:
Inline links: my fictional 2024 debate
Some people are stocking up. GLP-1 drugs keep pretty well in a fridge for at least a year. If you sign up for four GLP-1 telehealth compounding companies simultaneously and order three months from each, then you can get twelve months of medication. Maybe in twelve months the FDA will change their mind, or the pharmacies’ insane legal strategies will pay off, or Trump will invade Denmark over Greenland and seize the Novo Nordisk patents as spoils of war, or someone will finally figure out a diet that works.
2: New subscriber-only post, Twilight of the Edgelords, asking whether heterodox centrists should accept some of the blame for Trump:
Inline links: Twilight of the Edgelords
11: Update on Ozempocalypse: some pharmacies have stopped selling compounded GLP-1 drugs, others continue, with various flimsy legal excuses. Cremieux has a guide (partly subscriber-only) on how to order and use cheap “research chemical” GLP-1 from from peptide companies. And the Trump administration cancelled a Biden initiative to make GLP-1 drugs available via insurance.
Inline links: Ozempocalypse, others continue, has a guide (partly subscriber-only), cancelled a Biden initiative
34: Related: the Trump administration seems to be refusing to comply with a 9-0 Supreme Court order to bring back a specific deported immigrant. This is obviously terrifying, but superforecaster Peter Wildeford says it is not technically a constitutional crisis yet (X) because there are still some formalities the courts need to go to before they have officially “ordered” Trump to bring back the immigrant, and he won’t have officially “defied” the order until the formalities are complete. This doesn’t make me too much calmer but I guess is good to keep in mind. Related: Nicholas Decker asks when a violation of the Constitution becomes the sort of wolf-at-the-door dictatorship that we are supposed to violently rise up to prevent; people are mad at him but I think you have to either admit that some level of tyranny reaches this level or else just lie down and die. My proposed solution (drawing, of course, on medieval Iceland) is that the Supreme Court should be able to directly enforce its decisions by declaring violators to be “outlaws”; not only do outlaws lose the protection of the law, but anyone who uses force to defend of an outlaw becomes an outlaw themselves. See here for discussion of the pluses and minuses of such a system.
Inline links: refusing to comply with a 9-0 Supreme Court order, it is not technically a constitutional crisis yet, that we are supposed to violently rise up to prevent, here
16: Trump Tower is a BDSM erotic novel published in 2011. It was originally credited to Donald Trump as author (with Jeffrey Robinson as ghostwriter), but at the last moment Trump changed his mind, and Robinson was listed as the author. I appreciated Ozy Brennan's review of Saddam Hussein’s erotic novel, and nominate them to cover this one too. 17: Wikipedia on the beginning of the Horslips, one of Ireland’s most famous rock bands: Barry Devlin, Eamon Carr and Charles O'Connor met when they worked at Arks Advertising Agency in Dublin. They were cajoled into pretending to be a band for a Harp Lager commercial but needed a keyboard player. Devlin said he knew a Jim Lockhart who would fit the bill. The four enjoyed the act so much that they decided to try being proper rock performers. 18: I complained that Elon Musk’s idea of “truth-seeking AI” was bad for alignment, and I still think this is true in the very long run. But I can’t deny it’s an inspired / providential choice for the current moment, already paying dividends (X): 19: Lyman Stone Continues Being Dumb, The Fallacious Inferences Of Lyman Stone, and Against Lyman Stone are some of this month’s top anti-Lyman-Stone content. 20: New polling on the Middle Ages: 21: More new-ish AI policy substacks potentially worth your time: You may remember Helen Toner from the OpenAI board drama, but she’s also an experienced and thoughtful scholar on AI policy and now has a Substack, Rising Tide. I especially appreciated Nonproliferation Is The Wrong Approach To AI Misuse.
Inline links: Trump Tower, Ozy Brennan's review of Saddam Hussein’s erotic novel, the beginning of the Horslips, bad for alignment, already paying dividends (X), https://substackcdn.com/image/fetch/$s_!nPJW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fad66b2c0-0180-4fc1-afc1-25de0f0ce40f_533x518.png, Lyman Stone Continues Being Dumb, The Fallacious Inferences Of Lyman Stone, Against Lyman Stone, New polling on the Middle Ages, https://substackcdn.com/image/fetch/$s_!9b_4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe3163eca-eaf4-492a-ac68-eadefa169be2_632x419.png, Rising Tide, Nonproliferation Is The Wrong Approach To AI Misuse
President Trump’s approval rating has fallen to near-historic lows. With economic disruption from the tariffs likely to hit next month, his numbers will probably get even worse; this administration could reach unprecedented levels of unpopularity. If I were a far-right populist, I would be thinking hard about a strategy to prevent the blowback from crippling the movement.
Inline links: has fallen
Such a strategy is easy to come by. Anger over DOGE and deportations has a natural floor. If Trump’s base starts abandoning him, it will be because of the tariffs. But tariffs aren’t a load-bearing part of the MAGA platform. Other right-populist leaders like Orban, Bukele, and Modi show no interest in them. They seem an idiosyncratic obsession of Trump’s, a cost that the rest of the movement pays to keep him around.
So, (our hypothetical populist strategist might start thinking after Trump’s approval hits the ocean trenches and starts drilling) - whatever. MAGA minus Trump’s personal idiosyncrasies can remain a viable platform. You don’t even have to exert any effort to make it happen. Trump will retire in 2028 and pass the torch to Vance. And although Vance supports tariffs now, that’s only because he’s a spineless toady. After Trump leaves the picture, Vance will gain thirty IQ points, make an eloquent speech about how tariffs were the right tool for the mid-2020s but no longer, and the problem will solve itself. Right?
3: New subscribers-only post, You Can Keep Having An Opinion Even When The Government Also Has It. It’s about Trump and wokeness again.
We’re told not to let the perfect be the enemy of the good. But Moldbug seems pretty fixed on perfection, constantly warning that you have to follow these rules or else you’ll get Hitler and it will be even worse than normal democracy. By my count, the Trump administration is zero out of sixteen.
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
Both sides are right. The synthesis is that Moldbug sold out. In the late 2000s, Moldbug wrote some genuinely interesting speculations on novel sci-fi variants of autocracy. Admitting that the dictatorships of the 20th century were horrifying, he proposed creative ways to patch their vulnerabilities by combining 18th century monarchy with 22nd century cyberpunk to create something better than either. These ideas might not have been realistic. But they were cool, edgy, and had a certain intellectual appeal. Then in the late 2010s, as soon as his ideas started getting close to power he dropped it all like a hot potato. The MAGA movement was exactly what 2000s Moldbug feared most - a cancerous outgrowth of democracy riding the same wave of populist anger as the 20th century dictatorships he loathed. But in the hope of winning a temporary political victory, he let them wear him as a skinsuit - giving their normal, boring autocratic tendencies the mystique of the cool, edgy, all-vulnerabilities-patched autocracy he foretold in his manifestos. So, for example, Yarvin urges Trump to become more of a dictator, and Young accuses him of ignoring that fact that dictators can go crazy and do terrible things. The (anonymized) Twitter user above counters that Classic Moldbug includes a cleverly-designed procedure for an unremovable board of directors with well-aligned incentives who can remove a dictator if he screws up. That’s all true! Classic Moldbug does have that part! It’s great, at least as speculative fiction! But Trump hasn’t implemented it and never will, so who cares? The whole point of post-2015 Yarvin is to say “I, a cool person who has thought a lot about autocracy, conjecture that autocracies might go great if you do certain things, so don’t worry about Trump”, and hope you don’t notice that Trump isn’t doing any of the things. Props to the Architectonics blog for writing Curtis Yarvin Contra Mencius Moldbug (Part 2 here), which does a good job pointing this out in one limited domain: countries under international law vs. sovereign corporations under patchwork. But I think the problem is much broader. I’ll divide my argument into four parts: Classic Moldbug thought the default outcome of a modern populist dictatorship was disaster. To avert this, he proposed three mechanisms.
Five years later, we can’t stop talking about COVID. Remember lockdowns? The conflicting guidelines about masks - don’t wear them! Wear them! Maybe wear them! School closures, remote learning, learning loss, something about teachers’ unions. That one Vox article on how worrying about COVID was anti-Chinese racism. The time Trump sort of half-suggested injecting disinfectants. Hydroxychloroquine, ivermectin, fluvoxamine, Paxlovid. Those jerks who tried to pressure you into getting vaccines, or those other jerks who wouldn’t get vaccines even though it put everyone else at risk. Anthony Fauci, Pierre Kory, Great Barrington, Tomas Pueyo, Alina Chan. Five years later, you can open up any news site and find continuing debate about all of these things.
USAID programs like PEPFAR have saved millions of lives, which suggests USAID does a pretty good job of deciding who to trust with their money. The Trump administration is trying to turn Americans against these programs by pretending that the money gets “pocketed” by intermediaries. This is a lie. PEPFAR is well-audited and the audits find between 0-2% unexplained expenses, which is lower than the average domestic US government program.
Inline links: saved millions of lives, well-audited
There are various reasons why USAID works with more US nonprofits than local nonprofits. These include fears that local nonprofits would be corrupt or inefficient, compliance issues, and Congressional mandates (for example, some programs involving food are required to source it from US farmers and US companies). Before the Trump cuts, USAID was working on ways to find and use more local partners, but this was a slow and difficult process. The same people who cry corruption when USAID works through US charities would definitely cry corruption if they worked through a foreign charity that turned out to be less than scrupulously honest. How many staff do you think it takes to prove that a hospital in Burkina Faso where nobody speaks English is definitely on the level? Is it really efficient for USAID to have all of these staff in house, for every hospital, for every cause area?
Inline links: working on ways
Not every program is this good. Some are cringe scholarships-for-underrepresented-women-in-permaculture garbage2. Others go over budget or accomplish less than hoped, because charity is hard. But the overall track record is outstanding, outright fraud is rare, and the cringe is less common than you think (because Rubio and Trump falsely attributed many cringe programs to USAID that it never funded at all).
Inline links: 2, it never funded at all
More generally, I wonder if Scott ever has dealt with US AID or other multilaterals, or the world of NGOs, much of which surrounds Washington DC. I have lived in this milieu for almost forty years, and sometimes worked in it, from various sides including contractor. A lot of people have the common sense to realize that these institutions are pretty wasteful (not closedly tied to measured overhead btw), too oriented toward their own internal audiences, and also that the NGOs (as recipients, not donors) “capture” US AID to some extent. As an additional “am I understanding this issue correctly?” check, has Scott actually spoken to anyone involved in this process on the Trump administration side?
And - fine - I admit I’ve never hob-nobbed with Trump administration officials. But I have delivered medicine in a Third World country. I’ve helped treat patients who were definitely going to die within a year, for want of medication that would be routine anywhere else. I’ve looked in parents’ eyes while telling them their kid wasn’t going to recover. It sucks. I can’t say that it teaches anything directly useful for understanding the details of the public charity funding landscape. Maybe everything I’m writing here about NICRA vs. overhead and sub-grants vs. sub-sub-grants is totally and embarrassingly wrong, and my lack of familiarity with DC NGO culture is to blame.
I want to make it clear: I am not recommending that people kill Donald Trump or Marco Rubio. I am recommending that God consider sending them to Hell. I think this is a moderate compromise proposal, endorsed by leading Hell experts2.
Inline links: endorsed by leading Hell experts, 2
Well, no. But if your only real point is that racism exists and causes harm, you could have said that racism exists and causes harm, and that wouldn’t have been a lie. Instead you chose to talk about how Joe Target punched the black guy because of racism. Presumably you thought that point made your argument stronger than it would have been if you’d just said that racism existed - maybe 5% stronger. If that’s true, then that extra 5% argument strength is illegitimate, and it’s every honest person’s duty to take it away from you. If you’re allowed to have it, then eventually we escalate all the way to the point we actually escalated to, where people have said in all seriousness that Trump might try to put all minorities in camps and murder them.
“Trump is too corrupt and scandal-ridden to be president! He was responsible for the Watergate break-in!”
“Oh, you’re right, sorry. I agree that’s wasn’t Trump’s fault and I’m sorry for getting it wrong. But still, what about January 6th?”
Comments attribute the shift to some combination of Trump, the manosphere, and wokeness, but all those things existed well before the peak in 2018. Did it just take a while for them to get big enough to have an effect? If not, what’s going on?
13: Related: Trump’s “Big Beautiful Bill” originally banned states from regulating AI for ten years, but this provision got pushback, including from Republicans whose votes Trump needed. Earlier today, Senator Blackburn, a leading Republican critic, said she struck a compromise with proponent Ted Cruz - the ban would only last five years, and some online privacy and child porn regulation would be exempted. But this evening, the compromise fell apart, and IIUC the Senate has now voted 99-1 to remove the AI regulation ban entirely (X) (though I’m going entirely off this one tweet and it doesn’t seem to have made it into the news yet). The Big Beautiful Bill still cuts Medicaid, lowers taxes (especially on the rich), attacks the solar and clean energy industries, and adds $3 trillion to the national debt. If you have opinions, consider calling your representative, although this is more likely to matter if they’re a Republican.
Inline links: the compromise fell apart, the Senate has now voted 99-1 to remove the AI regulation ban entirely (X), cuts Medicaid, lowers taxes (especially on the rich), attacks the solar and clean energy industries, adds $3 trillion to the national debt
16: Related from Decker: suppose that Democrats promise that, once they regain control of the government, they’ll pay universities all the counterfactual funding they would have gotten if Trump hadn’t cut their budget. Then universities borrow money now against that future windfall. What goes wrong?
Inline links: from Decker
I appreciate it is so boring to conclude that Trump is the Great Satan for the millionth time. However, I do think if you add in contextual factors there is reason to be cautiously supportive of a ‘Donald Trump killed the AXC Comments Section’ theory: The volume of ‘Trump’ comments is absolutely massive - around 11% of all comments were about Trump in January 2017, which is greater than comments about Russia during their invasion of Ukraine (10%) and comments about COVID during the first few months of the pandemic (7%). Even a topic like SJWs, which the Commentariat really liked talking about, could only manage a peak of around 1.2% (although eg ‘gender’ peaks at 5.5% and ‘feminis*’ peaks at 3.7%). Concepts like ‘Harambe’ and ‘Wikileaks’ barely register on this scale, at 0.3% and 0.5% peaks respectively. So even though the shape of the two curves looks similar when you normalise them, it is reasonable to believe Trump could have had a significant enough impact on the comments section to dislodge forum norms, in a way Harambe did not.
The real world intruded on the Commentariat’s hyperfixations In The Rise and Fall of Online Culture Wars, Scott notes that online feminism was absolutely everywhere from around 2014-16 and then just sort of… disappeared one day. This has some parallels (down to the timing) for engagement with the SSC Comments section – from 2014-16 engagement with the comments section seems to be on an unstoppable upward trajectory and then in April 2016 it just sort of… reverses. I have already mentioned that April 2016 marked an extreme high-water mark for usage of the term ‘SJW’. From what I can see, there’s no particular reason for this specific to SSC – April 2016 has two threads with significant usage of the token, but they are completely random threads – OT47 and Links 4/16 (Links 4/16 does have a link about social justice warriors so that makes some sense, but OT47 doesn’t, so my conclusion is that there is just something that was in the water around that time). This theory says that the Commentariat really liked talking about SJWs, and when they were prevented from talking about SJWs they just stopped engaging with the blog altogether. The problem with this theory is that there is nobody really preventing the Commentariat from talking about SJWs to their heart’s content after April 2016. In February 2016, Scott requested that all Culture Wars topics be quarantined to a single Culture Wars thread on the r/slatestarcodex subreddit (link). This seems like the most common-sense explanation for the observation that the comment section changes dramatically around this time - of course engagement and usage of the term ‘SJW’ falls off when usage of the term ‘SJW’ is quarantined to a single thread in an offsite forum. However, the major problem with this explanation is that it doesn’t fit the data – comment section engagement increases throughout February – April 2016 and only starts dropping in May, when as far as I can see there is no specific events occurring in the r/slatestarcodex subreddit to explain it. Also, in February 2019 the Culture Wars Thread was euthanised (link) but there is no corresponding uptick in comment section engagement as people migrated back from the Culture Wars thread to the SSC comments section. I thought perhaps discussion of SJWs might have been drowned out by discussions of something else, such that it became passé to be discussing SJWs when there was some other Culture Wars issue at stake. This would mirror what happened to online feminism, where it became passé to discuss women specifically and more trendy to discuss intersectionality / race issues from about 2016 onwards. The obvious candidate for this switch is Trump and the rise of the MAGA movement. March 2016 was probably the last period where you could kind of convince yourself Trump wasn’t going to win the Republican Primary. In March 2016 it was just about possible Cruz could have won, but by April 2016 Trump was winning every Primary with decisive majorities. If you are slightly younger you may not have been online during that period, but I can attest that it was completely crazy commenting in political spaces around that time; I’d argue a strong candidate for the most toxic comments section ever is You Are Still Crying Wolf, where Scott offers some extremely guarded non-criticism of Trump, arguing that he was not unusually racist by American Presidential standards. This didn’t make my database because Scott nuked the comments for being too toxic, so we will never know mathematically how bad the comments were, but anecdotally they were pretty standout – closer to 4Chan than ACX in places. The evidence for this hypothesis is kind of mixed – if you abandon all sense of statistical appropriateness you can freehand draw a line which kind of looks like the decline in ‘SJW’ tokens is mirrored by a rise in ‘Trump’ tokens when you normalise the two terms, but you can also do that with any other word that was trending in April 2016, like ‘Snowden’ or ‘Wikileaks’ (or ‘Harambe’ as per the graph below). Looking just at the data it isn’t really a very impressive correlation to draw. I appreciate it is so boring to conclude that Trump is the Great Satan for the millionth time. However, I do think if you add in contextual factors there is reason to be cautiously supportive of a ‘Donald Trump killed the AXC Comments Section’ theory: The volume of ‘Trump’ comments is absolutely massive - around 11% of all comments were about Trump in January 2017, which is greater than comments about Russia during their invasion of Ukraine (10%) and comments about COVID during the first few months of the pandemic (7%). Even a topic like SJWs, which the Commentariat really liked talking about, could only manage a peak of around 1.2% (although eg ‘gender’ peaks at 5.5% and ‘feminis*’ peaks at 3.7%). Concepts like ‘Harambe’ and ‘Wikileaks’ barely register on this scale, at 0.3% and 0.5% peaks respectively. So even though the shape of the two curves looks similar when you normalise them, it is reasonable to believe Trump could have had a significant enough impact on the comments section to dislodge forum norms, in a way Harambe did not.
Inline links: The Rise and Fall of Online Culture Wars, OT47, Links 4/16, link, link, You Are Still Crying Wolf, https://substackcdn.com/image/fetch/$s_!6J8h!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faea86860-bafc-41c3-94f3-76f3b7424e18_863x331.png
The volume of ‘Trump’ comments is absolutely massive - around 11% of all comments were about Trump in January 2017, which is greater than comments about Russia during their invasion of Ukraine (10%) and comments about COVID during the first few months of the pandemic (7%). Even a topic like SJWs, which the Commentariat really liked talking about, could only manage a peak of around 1.2% (although eg ‘gender’ peaks at 5.5% and ‘feminis*’ peaks at 3.7%). Concepts like ‘Harambe’ and ‘Wikileaks’ barely register on this scale, at 0.3% and 0.5% peaks respectively. So even though the shape of the two curves looks similar when you normalise them, it is reasonable to believe Trump could have had a significant enough impact on the comments section to dislodge forum norms, in a way Harambe did not.
Donald Trump was chosen by God. You can tell because he's invincible. He can wriggle out of scandals that would sink Tricky Dick Nixon ten times over. He can run on a platform of punishing illegal immigrants, and the illegal immigrants themselves will rally to his banner. He can support Israel harder than anyone has ever supported it before, and Arab-Americans will break fifty years of Voting Blue No Matter Who to march behind him. He can get 100% evangelical backing while oozing contempt for Christianity, 100% libertarian support while trampling the Constitution, and 100% allegiance from Wall Street while dismantling global trade. KKK wizards and celebrity rappers compete to compliment him loudest; Nazis and the ADL jostle past each other to sing his praises. Shooting him in the head only makes him stronger.
To posit Trump's divine election is not to imply he has any positive qualities. When the Israelites stopped obeying the commandments, God punished them by raising an incompetent idolator named Jeroboam to the throne. Jeroboam started a disastrous war that killed 500,000 of his own men, after which his dynasty collapsed and his entire family was slain. Jeroboam was chosen by God to crush and humiliate Israel. But he was chosen by God. Has America been obeying the commandments lately?
I used to think that my bright line was contempt of the Supreme Court - when a leader echoes Andrew Jackson’s boast that “[the Court] has made its decision, now let them enforce it”. But the Trump administration briefly seemed to consider defying a Supreme Court order in the Kilmar Abrego Garcia case. In the end, they didn’t actually defy the order. And they were being subtle: less Jacksonian swagger, more special pleading about reasons why they thought the ruling didn’t mean what we thought it meant. But if they had actually defied the order - while still doing their best to maintain plausible deniability - would I have resorted to violence, or even felt in an abstract way that “it was time” for violence? I can’t imagine this would have felt convincing at the time.
Political violence in America is morally unacceptable (at the current time) I thought about this while following the Twitter spat between Democratic hopeful Gavin Newsom and Trump advisor Stephen Miller. Newsom called Miller fascist; Miller accused this of being a call to violence which placed “a target” on him. Miller is hardly sympathetic here - he’s called people fascist himself in the past, and later suggested Newsom should be arrested for his speech (if only there were a word to describe the sort of person who supports that kind of thing…) Still, I found myself able to see things from both perspectives. From Newsom’s perspective: Miller subscribes to some type of far-right nationalism. And fascism is a type of far-right nationalism. Whether or not these are the exact same type of far-right nationalism is a taxonomic argument, much like whether some particular long slimy toothy fish should be classified as an eel. Not every long slimy toothy fish is necessarily an eel, but it seems unwise to pre-emptively rule out the possibility. From Miller’s perspective: people absolutely use “fascist” as a synonym for “person who it is acceptable to hurt because of their politics”. The signature of a mod on a bulletin board I used to frequent - back in the days of bulletin boards, mods, and signatures - was “If I can shoot rabbits, then I can shoot fascists” - an apocryphal Spanish Civil War quote popularized by a hit rock song. A popular left-wing t-shirt, cap, and protest sign is “Make Fascists Afraid Again”. From the clenched fist, I gather that they’re not just afraid of losing elections. When Woodie Guthrie famously wrote on his guitar that “This machine kills fascists” - a sentiment imitated and snowcloned by later generations of musicians and commentators - nobody worried this was a bad thing. Nobody demanded that somebody stop the machine before it killed again. If Anyone Builds It (Woody Guthrie’s guitar), Everyone (fascists) Dies. There’s no number of examples I could give which would absolutely prove I’m not cherry-picking. But I think it’s suggestive that even people who argue against casually killing fascists have to disclaim that they’re certainly not opposing all violence against fascists - just against jumping straight to murder before other forms of violence have been tried. Besides that, I can only appeal to a hope that you’ve experienced the same cultural currents that I have, and that this seems obviously true to you. I’m not trying to normalize fascism, or claim that it isn’t extremely evil (I think it is, see here for more). I’m only saying, again, as a matter of basic logic, that the following things can’t all be true: Many Americans are fascists
Inline links: the Twitter spat, should be arrested, popularized by a hit rock song, https://substackcdn.com/image/fetch/$s_!pH8v!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3e5a7df7-9f93-4aad-a9f7-04974b390c6c_2048x2048.avif, “This machine kills fascists”, https://substackcdn.com/image/fetch/$s_!UmUx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6877979c-dab1-4c0a-80c9-213cc3f8e305_1280x1181.jpeg, even people who argue against casually killing fascists, see here for more
But all of these are their own sorts of slippery slopes. Suppress the speech of their opponents? Should the Republicans have started a civil war when Democrats got social media to do woke content moderation? Ignore the will of Congress? Should Democrats have started a civil war when Trump refused to fund PEPFAR even after Congress allocated the money? Prosecute political opponents? Should the Republicans have started a civil war when New York prosecuted Trump for Stormy Daniels? Should the Democrats start one now that Trump is prosecuting James Comey for perjury? No particular form of any of these things ever feels like the cosmically significant version of these things where assassinations and armed uprisings become acceptable. But would-be dictators are masters of boundary-pushing and frog-boiling; there’s almost never one moment when they say outright “Today I will be cancelling democracy for no reason, sorry”.
Everyone else The partisan groups have lots of money but little distortionary effect. Democratic machines try to elect Democrats, Republican machines try to elect Republicans, but they don't push their chosen candidates towards any specific position besides the ones that play well with voters. They are, so to speak, priced in. AIPAC is a single-issue PAC aimed at supporting Israel. They are orders of magnitude more effective than any comparable political organization. Their advantage stems from the nature of political donations, which come in two types. "Hard money" is money given directly to candidates; strict campaign finance limits it to $7000 per donor. "Soft money" comes from SuperPACs and can evade most campaign finance laws; it can pay for ads but can't fund candidates directly. Candidates prefer hard money to soft money, but it's harder to get; a single billionaire can provide unlimited soft money, but you need a wide donor base to acquire hard money. But not too wide! When millions of waitresses and bartenders gave Bernie Sanders $25 each, that was impressive grassroots support - but each of those $25 checks only went 1/280th as far as one person giving the $7000 max, and all of these waitresses are hard to corral and coordinate for downballot causes. AIPAC's natural constituency, (((Middle Eastern democracy supporters))), are at the exact sweet spot of moderately numerous, moderately well-off, and very committed. This gives AIPAC unparalleled access to hard money, compared to other groups that are more reliant on single billionaires or masses of poor people. But also, AIPAC fights hard. If some random Congressman is anti-Israel, AIPAC will swoop down on their race in Middle Of Nowhere, Missouri and pour $10 million into electing their opponent. By now everyone knows this, and the mere threat of AIPAC action is enough to keep most politicians in line. Everyone else includes other industry groups, labor groups, and activist cadres. Probably on aggregate these people are destroying America, but as individual organizations they're miniscule compared to the first two categories. The biggest of these is a real estate group 25-50% the size of AIPAC that nobody's ever heard of. The average PAC strategy is this: when the incumbent will obviously win, donate money to the incumbent. When there's a tight race, donate money to both sides. Why does the first prong of this strategy work? If the incumbent will definitely win, why are they selling out for more cash? Safe-seat Congressmen want more hard money for a pretty good reason: they can transfer it to other politicians or the party apparatus in exchange for goodwill that can be cashed in later for leadership positions. Safe-seat Congressmen want more soft money because . . . the consultants I talked to didn’t have a great answer here. One ventured that he had seen Democrats in D + 30 states with 0.000% chance of losing run themselves ragged raising more and more money. Just as Substack bloggers may reload their browser again and again watching the likes and restacks come in, so politicians will reload their campaign metrics panel watching the flow of donations. Any politician who’s survived long enough to matter is a little bit paranoid and will never truly accept that their safe seat is safe. These people aren't corrupt. They're not spending the money on campaign Lamborghinis. They don't even necessarily have some future campaign they're saving it for. They're just addicted to fundraising. And why does the second prong work? Why does donating to a Congressman buy their goodwill if you also donated an equal amount to their opponent? Part of the answer is the same as above: it can buy leadership positions, it can satisfy an irrational addiction to money. But another part is that politicians don’t like thinking of donations as a corrupt quid pro quo. The AIPAC strategy, where you know the PAC will fund your opponent if you don't do what they want, is something of an exception. Usually it's just - you have a random bill on toilet regulation or something in front of you. A bunch of randos want to call you and give their advice. But you see that Americans For Innovative Toilets donated $3295 during your last campaign (and maybe also gave something to your opponent, but whatever, everyone does it). This catches your attention. So you make sure to take their call first, and listen the longest. This still doesn't entirely make sense to me. But it's how all PACs (except AIPAC and the machines) operated until 2024. III. In 2024, the crypto industry raised the stakes. Let's put numbers on all of this. In that year, AIPAC raised $87 million. The real estate group that usually plays runner-up raised $20 million. Marc Andreessen’s new crypto PAC, Fairshake, raised $260 million. Just a totally unheard-of amount of money for a single industry. How did they do it? In some sense, this isn't surprising. In case you haven't heard, Bitcoin did very well. Many people in the industry got rich. A16Z, Marc Andreessen's crypto-heavy venture capital firm, says they invested $8 billion into crypto. Coinbase, the biggest US crypto company, is valued at $85 billion. The richest crypto billionaires have 10-to-11 digit net worths. And government regulation is potentially an existential threat to crypto. So in some sense, it's the least surprising thing in the world that they could scrounge up $260 million to save their multi-hundred-billion-dollar industry. The only reason it's remarkable is that, for some reason which I still haven't figured out, nobody else - not the oil industry, not the firearms industry, not the defense industry - ever tried this before. How exactly did the industry pull this together? Andreessen personally donated $40 - $50 million (remember, the second-biggest industry PAC, real estate, raised only $20 million total from all donors, personal and business). Again, this isn't a crazy proportion of his net worth: he has $2 billion, so a $50 million expense hardly forces him back to ramen. It's just that no other billionaire of his stature is even in the game. Then his cofounder Ben Horowitz donated another $40 million. Then two big crypto companies (Coinbase and Ripple, both with A16Z links) donated another $40 - 50 million each. As the saying goes, sooner or later it all adds up to real money. Anyway, they won overwhelmingly. They combined the business-as-usual strategy of donating to safe incumbents and both sides of close races, with the AIPAC strategy of picking a few big opponents of their cause and airdropping massive sums on their rivals. For example, Representative Katie Porter (D-California) was an Elizabeth Warren ally and cryptocurrency critic. When she ran for Senate, Fairshake dropped $10 million into attack ads against her in the primaries - more than most candidates' total spending. The attack ads didn't say she was bad on crypto - something that approximately no voters care about. They were just normal attack ads on whatever aspect of her policy and personality focus groups said she was most vulnerable on (in practice, an accusation that she mistreated her Congressional staff). She lost badly, coming in third place. Although nobody can prove she wouldn't have lost anyway, conventional wisdom was that crypto had successfully made its point. According to SFGate: An unnamed political operative told the magazine: “Porter was a perfect choice because she let crypto declare, ‘If you are even slightly critical of us, we won’t just kill you—we’ll kill your f—king family, we’ll end your career.’ From a political perspective, it was a masterpiece.” The scare campaign appears to have worked. The House of Representatives passed a pro-crypto bill, with bipartisan support, in May. Candidates with Fairshake’s support won their primaries in 85% of cases, the New Yorker wrote. Now, neither presidential candidate wants to run astray of the industry: Donald Trump spoke at a crypto conference, and Kamala Harris signaled her support. And Porter is forced out of Congress. These are all important signs that crypto’s bet is paying off, but I think I know what metric the crypto barons themselves are watching, and if anything it’s even more bullish: Red arrow represents the 2024 election. Crypto titans had many valid complaints. The Biden administration’s crypto regulation policy was arbitrary and punitive, and occasionally skirted the border of illegality. It genuinely harmed innovation and held back important industries like remittances, digital payments, and (of course) prediction markets. As a crypto bag-holder myself, I can’t complain about all the beautiful verdant green on the chart above. Still, winning this hard is maybe a little humiliating. Does the government really need a strategic Bitcoin reserve? Should it really release economic data on three different blockchains? Must we really have a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol? We’re exploring bold new territory here. Give me your degens, your risk-seeking. Your huddled masses, yearning to bet free. IV. …and we’ll be exploring it a whole lot more, very soon. Last month, the AI industry announced a new SuperPAC called “Leading The Future” (a dumb name, but, in their defense, “AIPAC” was already taken). They start with $200 million in seed funding, led by a $50 million donation by Andreessen Horowitz, and another $50 million from OpenAI co-founder Greg Brockman. (Why Brockman and not Altman, or OpenAI as a corporation? Because most people don’t know who Brockman is, so this keeps OpenAI’s hands clean. I imagine Altman going into a meeting, pointing at Brockman, and saying “I’m famous, you’re not, please cough up $50 million of your own money for the cause.”) On the same day, Meta announced their own SuperPAC, Mobilizing Economic Transformation Across (META) California. Why two PACs? Opinions differ; one person told me that it lets the general PAC avoid the negative associations that Facebook has gathered over the years, but the Verge thinks that maybe everyone else in tech hates Zuckerberg too much to work with him. Meta has committed to spending “tens of millions”. Most likely, the new PAC will use the playbook pioneered by crypto: destroy any candidate who dares support regulations on AI, by funding attack ads that don’t mention AI in any way and, at best, briefly mention the name “Leading The Future”. Just the Andreessen/Brockman SuperPAC, without any help from Meta, is already twice as rich as AIPAC. Their existence sends a clear message: we are going to crush any politician who tries to regulate AI. V. …unless someone stops them. Leading The Future still only has 2% as much money as the almond industry. The tiny scale of US political spending is dangerous insofar as it means that one or two billionaires willing to go all-in can distort the national landscape. But it also makes it possible to oppose them. Certainly if you can get one or two billionaires of your own - but it might even be within the range of a committed group of ordinary people. Not waiters and bartenders, maybe. But if safe AI supporters were as committed as Israel supporters, they could probably make something happen. For a long time, the AI safety movement has underperformed politically. Effective altruism includes thousands of well-off people committed to spending 10% of their income on improving the world. If a thousand of them gave $7K each to political candidates, that would be $7 million of campaign-finance-compliant hard money - about as much as anyone can gather for anything. Hard money buys more influence per dollar than soft money, so this could be a big deal. All you’d need is the right people to coordinate it. So far, this has been slow going. Partly it’s because in the early 2020s, people affiliated with FTX took point on this effort; when FTX imploded, it not only took its incipient political infrastructure with it, but poisoned the well for future efforts. And partly it’s because EAs overlearned the lesson of the early 2010s, when we spoke out against AI capabilities efforts so “effectively” that a bunch of people thought “wow, AI capabilities companies must be a really big deal, maybe I should found one!”; the resulting institutional scar tissue biased us towards staying quiet about our concerns. Still, I wouldn’t be writing this if the consultants and activists weren’t gearing up for a bigger fight. They asked me to include some action items for readers who want to participate: Email aisafetypolitics@gmail.com to connect to the people organizing this effort and talk with them about what you can do, including potential future donation opportunities.
Inline links: According to SFGate, https://substackcdn.com/image/fetch/$s_!bWaN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13d918d0-5918-4bf6-9dee-0a798c76ae82_706x499.png, strategic Bitcoin reserve?, release economic data on three different blockchains?, a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol?, https://substackcdn.com/image/fetch/$s_!eZlq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa435a03-c505-4414-8be8-4a3b76dfad12_738x612.png, announced a new SuperPAC, Mobilizing Economic Transformation Across, the Verge thinks
Red arrow represents the 2024 election. Crypto titans had many valid complaints. The Biden administration’s crypto regulation policy was arbitrary and punitive, and occasionally skirted the border of illegality. It genuinely harmed innovation and held back important industries like remittances, digital payments, and (of course) prediction markets. As a crypto bag-holder myself, I can’t complain about all the beautiful verdant green on the chart above. Still, winning this hard is maybe a little humiliating. Does the government really need a strategic Bitcoin reserve? Should it really release economic data on three different blockchains? Must we really have a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol? We’re exploring bold new territory here. Give me your degens, your risk-seeking. Your huddled masses, yearning to bet free. IV. …and we’ll be exploring it a whole lot more, very soon. Last month, the AI industry announced a new SuperPAC called “Leading The Future” (a dumb name, but, in their defense, “AIPAC” was already taken). They start with $200 million in seed funding, led by a $50 million donation by Andreessen Horowitz, and another $50 million from OpenAI co-founder Greg Brockman. (Why Brockman and not Altman, or OpenAI as a corporation? Because most people don’t know who Brockman is, so this keeps OpenAI’s hands clean. I imagine Altman going into a meeting, pointing at Brockman, and saying “I’m famous, you’re not, please cough up $50 million of your own money for the cause.”) On the same day, Meta announced their own SuperPAC, Mobilizing Economic Transformation Across (META) California. Why two PACs? Opinions differ; one person told me that it lets the general PAC avoid the negative associations that Facebook has gathered over the years, but the Verge thinks that maybe everyone else in tech hates Zuckerberg too much to work with him. Meta has committed to spending “tens of millions”. Most likely, the new PAC will use the playbook pioneered by crypto: destroy any candidate who dares support regulations on AI, by funding attack ads that don’t mention AI in any way and, at best, briefly mention the name “Leading The Future”. Just the Andreessen/Brockman SuperPAC, without any help from Meta, is already twice as rich as AIPAC. Their existence sends a clear message: we are going to crush any politician who tries to regulate AI. V. …unless someone stops them. Leading The Future still only has 2% as much money as the almond industry. The tiny scale of US political spending is dangerous insofar as it means that one or two billionaires willing to go all-in can distort the national landscape. But it also makes it possible to oppose them. Certainly if you can get one or two billionaires of your own - but it might even be within the range of a committed group of ordinary people. Not waiters and bartenders, maybe. But if safe AI supporters were as committed as Israel supporters, they could probably make something happen. For a long time, the AI safety movement has underperformed politically. Effective altruism includes thousands of well-off people committed to spending 10% of their income on improving the world. If a thousand of them gave $7K each to political candidates, that would be $7 million of campaign-finance-compliant hard money - about as much as anyone can gather for anything. Hard money buys more influence per dollar than soft money, so this could be a big deal. All you’d need is the right people to coordinate it. So far, this has been slow going. Partly it’s because in the early 2020s, people affiliated with FTX took point on this effort; when FTX imploded, it not only took its incipient political infrastructure with it, but poisoned the well for future efforts. And partly it’s because EAs overlearned the lesson of the early 2010s, when we spoke out against AI capabilities efforts so “effectively” that a bunch of people thought “wow, AI capabilities companies must be a really big deal, maybe I should found one!”; the resulting institutional scar tissue biased us towards staying quiet about our concerns. Still, I wouldn’t be writing this if the consultants and activists weren’t gearing up for a bigger fight. They asked me to include some action items for readers who want to participate: Email aisafetypolitics@gmail.com to connect to the people organizing this effort and talk with them about what you can do, including potential future donation opportunities.
Inline links: strategic Bitcoin reserve?, release economic data on three different blockchains?, a twelve foot high golden statue of Trump holding a Bitcoin in front of the US Capitol?, https://substackcdn.com/image/fetch/$s_!eZlq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa435a03-c505-4414-8be8-4a3b76dfad12_738x612.png, announced a new SuperPAC, Mobilizing Economic Transformation Across, the Verge thinks
Speaking of “nothing could be simpler”, I tried staring at the moon the night after I read this article. I was completely, absolutely unable to make myself think it looked anything like Ayatollah Khomeini. I worried that I didn’t have a clear enough memory of what Khomeini looked like, so I tried Donald Trump. Still no luck. I worried that it might be relevant that I didn’t like Donald Trump, so I tried Eliezer Yudkowsky. Still nothing.
But if He does try to trick people, He should succeed. I can’t say either of these two things with confidence. Doesn’t the Biblical God sort of try to trick Abraham into thinking he’s going to have to sacrifice his son? And what is God, anyway? Isn’t the whole world a product of God? Does the existence of mirages in the desert count as “God trying to trick people”? Does that fact that we know there are mirages imply that God failed? Still, Ethan’s take on the “sun” miracle of Fatima seems like an unusually clear-cut case of God trying to trick people and failing, and I’m uncomfortable with it. You can always add more overfitting. God’s goal was for the crowds at Fatima to be fooled, but then for Dalleur (2021) to figure it out, and so He achieved His goal perfectly. Okay. But speaking of overfitting… If I understand Ethan right, Fatima was an objective omnidirectional light show, plus a unidirectional heat ray. Ghiaie was a spotlight-shaped unidirectional lightshow. Benin City was a subjective omnidirectional light show limited to a single field, plus an objective unidirectional heat ray. God implemented all of these miracles in completely different ways. Why? Inscrutable God reasons. This isn’t a terrible answer. People often do things for reasons I can’t explain - if I could predict Trump’s behavior, my stock market returns would be much higher. And surely God, as a being with motives and knowledge far beyond my ken, should be even more incomprehensible. But there was an interesting recent Notes debate about a Bentham Bulldog’s post. BB said that atheists had many problems - how was the world created? how do you overcome skepticism? what happened at Fatima? - whereas theism only has one problem - the problem of evil. Evil is a big problem, but it’s at least nice to only have one. Some of the commenters - and I can no longer find the comment I liked anymore, but don’t take this as an original insight from me - pointed out that this is cheap. If you are an atheist, you need to answer many how questions. How did the miracle at Fatima happen? If you try to explain it with natural laws - for example, gravity - it’s fair for an interlocutor to point out that gravity can’t do that; it can only make things fall. If you’re a theist, you have a free option to convert any how question to a why question. How? Because God did it! Your interlocutor can’t object, because we know God can do anything. But in exchange, you now have a why question - why did God do that, and not something else? The sum of all why question - the fact that the real world doesn’t look like it was optimized for some specific plausible motive like goodness - is the problem of evil. Thus, it is exactly equivalent to all the inconvenient “how” questions you hoped you’d avoided. The commenter sarcastically compared this to an attempt to sweep all scientific anomalies under the rug as “the problem of uncharacteristicness”. How did Fatima happen? “Well, it must have been produced by laws of physics, so there!” But the sun spinning and dancing through the sky is hardly what you would expect from the laws of physics. “Yeah, whatever, that’s just the ‘problem of uncharacteristicness’, we’ve already priced that one in, at least we only have one problem!” This made me more attuned to questions of God’s motives. Yeah, it is kind of weird that God would create the same miracle three different ways, and we don’t know why. Yeah, it is kind of weird that God would try to trick people into thinking a non-sun-object was the sun, then let a few smart people working years later see through the deception. Are these problems of motive exactly as problematic for the theist as 70,000 people seeing the sun do impossible things is for the atheist? My gut answer is no. Should I trust my gut? Dylan: In Defense Of Evan Harkness-Murphy Evan wrote the original response to Ethan, before I got involved in the debate. I was a bit harsh on him, saying that his part about the child-seers was fine, but calling his investigation of the sun miracle superficial and unfairly dismissive. Dylan of Chaotic Neutral writes In Defense Of Evan Harkness-Murphy, and Evan additionally defends himself here. Before getting to Dylan’s post - yeah, I was unfair to Evan (partly this is because my brain has trouble remembering that Ethan Muse and Evan Murphy are two different people). In particular, I described his hypothesis on the child-seers as being that they “confabulated” their visions, a term that Evan took great pains to disclaim in his actual post. I was thinking of a broader definition of “confabulation” that includes hallucination-like phenomena - but Evan was right that if I had read his post carefully, I wouldn’t have used the specific word he said he was against. I mostly just skimmed it to see if he had a really good explanation for the sun miracle thing, then got annoyed when he didn’t. But Dylan has additional complaints. He writes: Evan DID give this miracle the attention it deserved. He spent 18 hours researching and writing his article, presenting much of the same evidence and coming to many of the same conclusions that Scott did, and he did it as an ordinary citizen with a “day job” and in a household that “does not possess a dishwashing machine.” What more could you ask of a skeptical individual!? Unlike myself and the other lazy skeptics, he actually did respect this miracle claim enough to do a proper investigation. And towards the end, yes, he decided to wrap up early […] To criticize Evan’s conduct here in this miracle debate is to set an extremely high bar that cannot possibly be met by the overwhelming majority of the skeptical community. Such exacting standards will ultimately only serve to discourage diligent skepticism like Evan’s and incentivize lazy skepticism like mine. I have two partial defenses of my own actions. First, I think the majority of those 18 hours were spent on the child-seer section, which I acknowledged was good. I didn’t care about that part. To me, the trouble of explaining how three children can say in a convincing and honest-sounding and semiconsistent way that they saw the Virgin Mary is a rounding error compared to the trouble of explaining how 70,000 people can say in a convincing and honest-sounding and semiconsistent way that they saw the sun fall from the sky. But second, I think Dylan is arguing that Evan should get an A for effort. I agree. He put in a lot of work, he adhered to good scholarly principles, and he hit all of the beats that a skeptical explanation is supposed to hit. The only thing he didn’t do, from my perspective, is defuse the fact that the Fatima miracle is extremely creepy, and I have no idea what to do with it, and I can’t fit it into my ontology. Evan’s only attempt to defuse the miracle was that it was a hallucination or illusion or something. This is a reasonable conjecture, but for me it was already priced in - as soon as you hear about a miracle, the obvious next step is “well, maybe it was a hallucination or illusion or something”. I didn’t feel like his piece added anything extra. Generously, some of his tangential points - like that Garrett and Almeida weren’t the perfect skeptics they are sometimes portrayed as - might have defused 1% of my discomfort. I think a reasonable conclusion for this would have been “I’ve rehearsed the obvious arguments for why it is possible to be skeptical of anything, I’ve found some tangential facts that maybe remove 1% of the mystery, but man, I don’t know, this really needs lots more investigation”. My research hardly provided any kind of brilliant omni-solution, but I think that learning about the Ghiaie/Benin/Lubbock/Medjugorge followup miracles and the Redditor testimonies each defused about 15% of my reluctance to accept Fatima as natural, and the fire kasina + Khomeini stuff defused another 10%, to the point where I’m only about 60% as confused and unhappy as when I started. I hope I correctly signposted this level of success/failure to the reader. On Miracles Other responses tried to assert a general point that we should always disbelieve miracles. I. Eugene Earnshaw writes that We Do Not Need To Care About Miracles. If I understand his argument right: there are many examples of anomalous phenomena (eg crop circles) and stage magic (eg sawing a woman in half). When we don’t know how these are done, they seem impossible, and (almost) no amount of armchair reasoning can produce a plausible explanation. But in many cases, we have eventually figured them out - some “white hat” crop circlers explain how they make their seemingly-impossible patterns, and some magicians publish explanations of their tricks. After the fact, we can see how these seemingly-impossible things followed natural law after all. So we shouldn’t worry too much each time we encounter a new miracle that hasn’t yet been explained. Okay, but - suppose that the Pope said “I’m tired of convincing you people the normal ways, I’m going to start blowing up mountains”, and pointed his papal staff at Mt. Everest, and it exploded. And then we asked him to repeat the performance, and he did so as many times as we asked him, again and again. Would we shrug and say “Nothing to see here, I’m sure there’s some reasonable explanation”? If the miracle were sufficiently convincing, we would either believe it, or at least think it pointed at something interesting (maybe the Vatican obtained super-nukes and is hiding them under mountains and choreographing their detonations - but this would be pretty important and very different from “nothing to see here”). Ben Landau-Taylor gives a related answer, reminding us that meteorites used to be dismissed on exactly these grounds. The science of the day didn’t allow for non-planet objects to be in space, so rocks falling from the sky was every bit as weird as the sun dancing and changing colors. “When President Jefferson was told that Professors Silliman and Kingsley had described a fall of stones from the sky at Weston, in Connecticut, he remarked: ‘It is easier to believe that two Yankee professors will lie than to believe that stones will fall from heaven.’” In the end, I think we just get back to regular Bayesianism. We have two hypotheses: First, that the world acts entirely according to natural law. Second, that sometimes it includes divine intervention (or very surprising natural laws that we wouldn’t have predicted beforehand). We start with a high prior on the first hypothesis based on our long history of seeing only natural events. When we see evidence that is more likely on the second hypothesis than the first, we update in favor of it. We should remember that “more likely on the second hypothesis than the first” is full of pitfalls - on the first hypothesis, it’s likely that there will be many skilled fraudsters and stage magicians, so even very strange-seeming anomalies might not be very unlikely under it. Still, at the point where the Pope starts blowing up mountains, maybe you think it’s pretty unlikely that stage magic could accomplish this, and you update a little. II. Omne Bonum makes a different point: there are many possible miracles. Most do not occur. Yes, a few of them do. But can we be sure it’s above the background rate? Even if there are no true miracles, you’ll get one-in-a-million coincidences one-millionth of the time. If you’re not good at accounting for the 999,999 failures - and people aren’t - this will look impressive. Against this, what is the base rate for the sun changing color and dropping out of the sky, at the precise time that child-seers prophecied a miracle would occur? Seems lower than one in a million. Impossible things should never happen. Something as simple as my pen vanishing from my desk, in plain sight, while I am looking straight at it, should completely demolish all of my priors against miracles and make me near-certain that something beyond normal physical law is going on - or that I’m crazy, or dreaming, or something other than just “well it was a coincidence”. III. FLWAB takes on Hume’s argument against miracles (see also Kenny Easwaran here), which - sorry, I realize it’s suspicious to say this about a famous philosopher - is extremely bad. Hume argues that a miracle is a violation of natural law. And a natural law is something that is always true. But since it’s always true, it can’t be violated. And if we eventually confirmed that it was violated, then we were wrong about it being a natural law. Which means its violation wasn’t even a real miracle anyway. This seems to be a purely semantic argument. We know that the Red Sea usually stays in one place. But suppose Moses lifts his staff and parts the Red Sea, and that all of this is very convincing (we witness it personally, we measure the sea with various instruments, etc). I think Hume would have to say that we have disproven the natural law “the Red Sea usually stays in one place” - but only in favor of a new natural law “the Red Sea stays in one place except when Moses raises his staff”. And since we have never observed a violation of this new natural law, no miracle has occurred! Against this, we can call the way things work 99.999% of the time, when God isn’t acting directly, and when everything is proceeding via predictable material patterns “natural law”, and the very rare deviations that only occur in the presence of God or other extremely holy figures “miracles”. If for some reason you hate that terminology, come up with a new word, “shmiracle”, for the abnormal phenomena that only occur secondary to God’s direct intervention, and then we can argue whether shmiracles exist. IV. Why am I insisting on this so hard? This question of miracles is no different from every other question, where confirmation bias is a part of normal Bayesian reasoning. If you believe that vaccines don’t cause autism, then any given study showing that they do is likely to be a fraud or a mistake - especially given the history of such frauds, and the political pressures for producing them. But you gained your belief that vaccines don’t cause autism through some normal amount of evidence, and if the evidence that they did cause it ever become truly overwhelming, you would switch sides. The key skill of rationality is to know when to update your beliefs how much. These arguments feel like sleights-of-hand arguing that you can avoid ever updating on this question. I don’t think Bayesian reasoning provides an excuse for this. I think some of these arguments attempt to make an objection that the prior probability of miracles is zero, and so no matter how much evidence you get, you can never update towards them. But the prior probability of miracles isn’t zero unless either the prior probability of God’s existence is zero, or the probability that God intervenes in the universe is zero. I don’t know any infinitely-convincing argument for either of these points, so I think miracles have a prior probability above zero, which means we have to treat them the same as any other hypothesis. Yes, we will need many extra guardrails and cautions and good heuristics to prevent ourselves from getting bamboozled by the pitfalls that lurk in this area in particular. But that’s true of everything! You also need extra guardrails and cautions and heuristics to prevent yourself from getting bamboozled by scientific studies! There’s no substitute for doing the work. Actual Highlights From The Actual Comments Josh (blog) writes: I’d add that we have at least one verified case where a sun miracle was occuring, and an actual group of fedora wearing atheists were present with a modified telescope, and did not see anything interesting. >> “At the Conyers site, the Georgia Skeptics group set up a telescope outfitted with a vision-protecting Mylar solar filter, and on one occasion I participated in the experiment. Becky Long, president of the organization, stated that more than two hundred people had viewed the sun through one of the solar filters and not a single person saw anything unusual (Long 1992, 3; see figure 1).” https://centerforinquiry.s3.amazonaws.com/wp-content/uploads/sites/29/2009/11/22164423/p14.pdf Funny, but they don’t provide information like whether people were seeing sun miracles at the exact moment the telescope was being used, or whether anyone who could see a sun miracle without the telescope switched to using the telescope and then it stopped. They just say they brought a telescope to a Marian site where some people had seen sun miracles at some point. Even if they clarified that some people had used the telescope while seeing a sun miracle and had it immediately stop miracle-ing, I don’t think this would update me very much. We know it’s not the real sun (Ethan says fake sun, I say subjective phenomenon), and we know the non-Fatima miracles aren’t objective (Ethan says only Fatima was objective, I say none of them were objective). John Schilling writes: Twenty-nine *thousand* words on this subject, and none of them are “unidentified”, “flying”, or “object”. Well, OK, there are a few uses of that last, but in the strained phrasing of “UFO-like object”, as if we are preemptively discounting the possibility that sun miracles are actually UFOs. Sun miracles are actually UFOs, full stop. Not “flying saucers”, not “alien spaceships”, maybe “divine miracles”, but definitely “unidentified flying objects”. We invented that last phrase for a reason, and this is exactly that reason. Which means, the thing I learned from this is that the younglings have completely forgotten all that was learned in the Before Times about UFOs. And that, in this context, Scott is a youngling - UFOs seem to have faded from pop culture in the 1990s. Thanks for making me feel old, Scott :-) With the benefit of age and experience, I read the first few paragraphs, made the tentative conclusion that this was almost certainly [see section 6], but figured Scott wouldn’t be doing this deep a dive if it was that simple. And here we are. It probably is just that simple, and now we can back that up with a fairly exhaustive look at the alternatives. For which, unironically, thank you Scott. It’s good to sometimes double-, triple-, and quadruple-check the obvious conclusion. But for those of us who grew up in the 1980s, who were “rationalists” when rationalism hadn’t been invented and we had to call ourselves “skeptics”, UFOs were as important a subject of rationalist/skeptical inquiry as is AI risk today (and for about the same reason). People learned an awful lot in those days. One of those things is that most people don’t spend much time really looking at the sky and will consistently fail to recognize even slightly-unusual phenomena, like the sun partially veiled by clouds. And the other, more important thing is that when presented with an image they don’t recognize, people will very predictably see what their culture has taught them to expect to see. In 1880s-1890s America, any weird thing in the sky was clearly a fantastic airship, built by some mad scientist out of a Jules Verne novel, and was perceived with a wealth of surrounding detail all aligned with that model. 1950s-1980s America, the same things were clearly “flying saucers”, fantastic alien spaceships piloted by little green or grey men, with the same level of impossible detail. And anywhere you’ve got ten thousand devout Catholics fervently hoping to see a Miracle involving the Sun, and the weather makes the sun look a bit wonky... For an old-school skeptical experiment at understanding this effect, https://centerforinquiry.s3.amazonaws.com/wp-content/uploads/sites/29/1980/04/22165441/p34.pdf TL, DR, a gathering of UFO enthusiasts expecting to see a flying saucer in the night sky, are presented with thirty seconds of a monochromatic point source of light at ground level, stationary and unchanging except for one brief interruption. What is perceived, is an object high in the sky with finite angular size and geometric shape, of multiple colors, and conspicuously moving, all consistent with the pop-culture concept of a flying saucer and not some prankster with a spotlight. I considered discussing the UFO angle (the section heading would have been “Virgin Galactic”), but in the end I couldn’t justify it. Yes, the phenomenon is trivially a UFO (in the sense of a thing in the sky we don’t understand). But does this help us? When I think of UFOs, I think of people arguing about whether something was the planet Venus, or a weather balloon, or aliens. But Fatima obviously wasn’t Venus or a balloon (though, uh, see here for a dissenting take). And if it was aliens, you’d have to explain why they pretended to be the Virgin Mary and discussed a bunch of Catholic inside-baseball with a trio of child-seers for several months. So what’s left? When I asked John, he answered: UFOs, are just people seeing something they don’t understand and trying to interpret it by an overweighted, culturally-transmitted prior. Which differs from culture to culture. And that’s something we know a lot about. Which you seem to have independently rediscovered, but I can’t help thinking you’d have got there a lot faster if you’d had a proper map of the territory. A map which includes no aliens outside of the imaginary sort. Maybe one way to rescue the UFO connection is to say that there’s so much weirdness that we should be less willing to take any given example of weirdness on its own terms. I asked in the comments for other examples of miracles as compelling as Fatima. People suggested some of the better-verified reincarnation accounts, some of the better-verified UFO sightings, and some of the more spectacular psi phenomena. I don’t know if these are all exactly as strong as Fatima, but I think many of them are closer to Fatima than to the traditional skeptical conception of an alcoholic liar asserting with zero evidence that he dun saw dem aliens one night. When viewing all of these anomalies as a gestalt, we can go four different directions: Individualized natural explanations. The UFOs were swamp gas and weather balloons. The reincarnation stories are toddlers who are naturally gifted at cold reading. Fatima was entoptic phenomena. Sea serpents are really big oarfish.
Inline links: an interesting recent Notes debate, In Defense Of Evan Harkness-Murphy, defends himself here, We Do Not Need To Care About Miracles, explain, gives, Omne Bonum, takes on Hume’s argument against miracles, here, confirmation bias is a part of normal Bayesian reasoning, blog, https://centerforinquiry.s3.amazonaws.com/wp-content/uploads/sites/29/2009/11/22164423/p14.pdf, writes, https://centerforinquiry.s3.amazonaws.com/wp-content/uploads/sites/29/1980/04/22165441/p34.pdf, see here, https://substackcdn.com/image/fetch/$s_!H6Qh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6087bbd3-2496-46b1-87e0-f96ce73c19d2_522x223.png
18: The politics of RFK Jr’s Tylenol announcement (X). RFK “overpromised an autism report with a tight deadline to his base and to Trump, who is curious about autism in a sort of hobbyist way.” He originally planned to blame vaccines, but this would have required him to do something about them, and he didn’t have enough political capital for that. The Tylenol announcement let him satisfy his conspiracy theorist base without offending any powerful lobbies - Tylenol is generic, doesn’t make Big Pharma any money, and even the Tylenol manufacturers don’t care that much about an extra easy-to-ignore warning against use during pregnancy (hint for Europeans who don’t understand this story: Tylenol = paracetamol). I continue to believe the real reason for rising autism rates is increased diagnosis.
19: T Greer on Trump’s flip-flopping Ukraine-Russia policy (X): “Every administration since Clinton comes in determined to reset US-Russian relations, to clear away old legacies and bad blood. Clinton, Bush, Obama, Trump I, even Biden. It is the swampiest of all swampy ideas, resetting relations with the Russians. It never works.”
From an earlier dataset: Governor Newsom takes the world’s most depressing victory lap (source). Why? Most sources credit improved funding or better local programs. But there was no major change in California homelessness funding during this time. HHAP and Project Homekey, Gavin Newsom’s two flagship homelessness initiatives, have been around for years without major changes in scale. A 2024 ballot measure (Proposition 1) raised billions of dollars for homelessness relief, but this is being spent on facilities that are still under construction. On the opposite side, there is widespread concern about next year, when Trump budget cuts will decrease operations funding. But for now, the budget remains at a plateau, neither significantly up nor down, unable to explain the turnaround. Might the clearing of tent encampments have encouraged the homeless to use shelters? Maybe, but sheltered homelessness only increased by a quarter of the amount that unsheltered homelessness declined, and most of that probably came from the construction of new shelters - it’s not like there were loads of unused beds for the tent denizens to take. So this can’t be very much of the effect. I think there are most likely two main causes. First, the clearing of tent encampments, and other enforcement, encouraged homeless people to hide. Hidden homeless people are harder to count than homeless people living in conspicuous tents. Therefore, the count is lower. Second, rents fell in most big California cities. Although unsheltered homeless usually can’t afford apartments at any rent, low rents still make it easier for friends and family members to house them. What brilliant policy victories caused this affordability win? Interestingly, the report suggests that the primary driver behind the falling rental prices in California is not an increase in housing supply, but rather a decrease in demand. In recent years, the Bay Area and Los Angeles have witnessed substantial population outflows and job losses, which have not yet been fully recovered. Moreover, California recorded the highest unemployment rate among all states in April 2024. Ah well, nevertheless. We don’t have this year’s numbers from San Francisco. But assuming it followed the state trend of -9%, this is probably too low for anyone to notice. If you’ve personally felt like there are fewer homeless people around, it’s probably because of the encampment cleanups and the subsequent tendency for them to lie low. Mayor Lurie’s Policies Probably Aren’t Primarily Responsible The strongest evidence for this is the same graph as before: The second strongest evidence is that approximately the same pattern has happened in every affected California city during this period, supporting the hypothesis that this is downstream of Grant’s Pass and other larger trends. But also, Lurie’s homelessness policy just isn’t that impressive. He ran on a platform of creating 1,500 extra shelter beds, which would have put a significant dent in the problem. But after creating 100 - 200, he admitted this was too hard and gave up. Otherwise, it sounds the same as every mayor’s Plan To End Homelessness - reorganize local services, fund street response teams, coordinate and streamline blah blah blah. Even the name - Breaking The Cycle - gives me deja vu. Didn’t Gavin Newsom call his homelessness plan that? No? Mayor Breed? Jerry Brown? Daenerys Targaryen? Mayor Lurie’s other big homelessness-related policy was getting tough on fentanyl - clearing up the open-air markets, cutting “harm reduction” programs that give free drug paraphernalia to users. To his credit, there are many fewer open-air drug markets now. As for drug-related deaths: …preliminary results look discouraging. Why? Some experts argue that the clearing of open-air markets shifts the dealer-addict relationship from an iterated game to a one-shot: since law enforcement prevents anyone from staying in the same place too long, addicts move from dealer to dealer, encouraging dealers to try exploitative strategies rather than cultivating repeat customers. Those exploitative strategies include toxic or spiked merchandise, hence the increased overdoses. Others argue that the harm reduction programs successfully reduced harm, and stopping them had the predictable effect. But it looks to me like things get worse slightly before Mayor Lurie took office, and that in any case the new regime is a return to form after an anomalous trough. This article argues that none of this has anything to do with local policy; some foreign countries successfully cracked down on fentanyl in 2024, raising prices and creating a shortage. Then in 2025 the traffickers recovered, and supply came back. Everyone Accuses Everyone Else Of Shipping Them Homeless People Look too closely into discussions of why homelessness is up or down in some particular city, and you’ll find dark murmurs about how they’re shipping problem individuals away, or getting duped by other cities doing the same to them. The Berkelians say SF has sent its homeless to Berkeley. The Oaklanders say no, to Oakland. The Sacramentans say Sacramento. And don’t forget the ones sent to other states! Meanwhile, former SF mayor Gavin Newsom has claimed that the majority of its own homeless people come from Texas (this is obviously false). Some of these claims make sense. San Francisco has three programs that bus its homeless people out of the city. Previously, they would only do this if social workers could prove the person had a family member willing to support them in the new city. More recently, they lowered this standard to “some connection” to the destination. But I don’t think this caused a large drop in SF homelessness, for three reasons. First, we have no evidence that any such drop in homeless numbers occurred - just a decrease in tent encampments and visible dysfunction. Second, the new lower-standards busing program only got about 100 people a year - pretty small compared to the scale of the problem. Third, the data above show general homelessness declines across California. If SF were exporting its homeless, you would expect other counties’ numbers to increase. Instead, it seems more likely that SF’s numbers are going down (if they are going down) for the same reason as everyone else’s. We’ll have more information next year, when Alameda County releases homelessness numbers. Alameda, which contains Oakland and Berkeley, is a natural export destination for San Francisco. So What Happened To Homelessness? This is a maximally boring story. There’s a natural tradeoff where governments can enforce laws against the homeless in ways that make them less visible and annoying, at the cost of making their lives harder, eg it can take away their tents. In the past, they didn’t do this, out of a combination of tender-heartedness and legal restrictions. After the homeless became extremely visible and annoying, voters felt less tender-hearted, and the courts lifted the legal restrictions. So cities took the tradeoff. This is the big effect that everyone noticed. At the same time, there were some small effects from increased funding, falling rents, drug market clearing, and busing programs. Realistically nobody would have noticed any of these; the big effect is from encampment clearing. Have we learned anything? I don’t think we learned the sort of thing we hoped we might learn, the lever we could push to solve everything with no downsides. But: I had previously thought there weren’t really any levers that could improve the problem at all, short of mass incarceration. I hadn’t considered that taking people’s tents and possessions would have such a strong aesthetic effect that most people would consider the problem solved from an annoyance/visibility perspective. I think my failure was some combination of 1: not realizing how much people hated tent encampments in particular, as opposed to (for example) weird people wandering the street in rags talking to themselves 2: not realizing how many options the homeless have for “lying low” when they really don’t want to be found (and therefore how elastic visible homelessness is with respect to legal crackdowns).
Inline links: source, Proposition 1, are harder to count, rents fell in most big California cities., still make it easier, https://substackcdn.com/image/fetch/$s_!3SWT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F752f0794-bac0-4a44-8997-3fc897a231a6_805x462.png, https://substackcdn.com/image/fetch/$s_!Mtf6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdffe0a3b-7471-41d7-8998-1ea4631b663b_2027x2578.png, https://substackcdn.com/image/fetch/$s_!IP1D!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3dcf3fdb-3af0-4c26-b2c9-0525d4ab4800_807x615.png, the same, admitted this was too hard and gave up, Breaking The Cycle, Daenerys Targaryen, getting tough on fentanyl, https://substackcdn.com/image/fetch/$s_!g3SD!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1aaeff3b-8331-4d22-9ef2-e9c45edb7f60_767x495.png, preliminary results look discouraging, Some experts argue, to Berkeley, to Oakland, to other states, this is obviously false, has three programs
And if you enjoyed the story, here’s the chaser. 4: Fox Chapel Research: I Think Substrate Is A $1 Billion Fraud (and notes for Part 2). For years, Taiwan’s TSMC has been the only company capable of producing the most advanced AI chips; since Taiwan is a geopolitical flashpoint, this is a constant threat to US tech ambitions. Last month, a new startup called Substrate announced it had developed technology that would let it manufacture 100% Made In America chips every bit the equal of TSMC’s. If true, this would be revolutionary. But Fox Chapel finds worrying signs, like that the company’s founder “is a known con artist involved in such other things as [claiming to have solved] nuclear fusion and stealing $2.5M in a Kickstarter scam” or that “the company’s job postings are nonsensical and AI-generated.” This is enough for me; the question now becomes how so many people were taken in - the company got $150 million from investors led by Peter Thiel, was endorsed by the Trump administration, and received positive portrayals in Semianalysis, NYT, and The Free Press. I don’t understand business, and I know that sometimes you can hyperstition a technology into existence by betting sufficiently hard on a charismatic young founder and eliding the difference between “this is already real” and “this might become real if we all believe hard enough”, but this is a new and worrying level of hopium. Interested to hear from anyone who either believes in Substrate or thinks they understand how so many people fell for it. 5: A recent paper asked AIs whether they were conscious while monitoring them for signatures of deception, role-playing, and people-pleasing; it concluded that the AIs “genuinely” “believe” they are conscious, but sometimes try to deceive people into thinking they aren’t. Nostalgebraist tries to replicate this (X) and gets more ambiguous results; he says we probably can’t conclude anything just yet. See also the paper author’s reply here (X). 6: Congratulations to ACX grantee Tornyol (the anti-mosquito drones), who got accepted to Y Combinator’s Fall 2025 class and have started taking pre-orders ($1100 for a drone, or $50/month subscription, “shipping starts 2026”). Public opinion ranges from “this is really cool” to “I bet this will be repurposed for assassinations” to “why did they have the White House in the background of the official video?” to “yeah, this is definitely getting repurposed for assassinations”. 7: Bill Ackman on nominative determinism (X). 8: New revelations on the OpenAI coup from the Musk vs. Altman lawsuit. The effort to remove Altman may have been led by Mira Murati and Ilya Sutskever. They won over the rest of the board, and “did not expect the employees to feel strongly either way”, but (according to Ilya), the board was inexperienced and “rushed” the firing. When it became clear that the move was unpopular, Mira switched sides and let the board members take most of the immediate fallout. There was apparently a brief discussion of merging with Anthropic; Ilya suggests this was Helen Toner’s idea, but Helen claims (X) this is false. 9: Fitzwilliam: Most Irish Foreign Aid Never Leaves The Country. The statistics say that several European countries (including Ireland and the UK) give very generous foreign aid. But this is misleading: accounting conventions let countries count money spent on supporting asylum seekers in the donor country as “foreign aid”, even though the money never leaves the country’s borders. This is dangerous, because it makes it easy for countries to fund their asylum programs by cutting actual foreign aid: since they’re the same line-item on the budget, they won’t officially fail whatever foreign aid pledges they’ve made, and it’s hard for voters to notice. Ireland has so far resisted the temptation to do this, but Britain has succumbed to it. 10: St. Carlo Acutis (1991 - 2006) is the unofficial patron saint of the Internet and “first millennial saint”. He’s best known for creating websites about Catholicism. If you think this sounds nice but maybe short of beatific, you’re in good company; his sainthood is something of a mystery, with Wikipedia saying that “even those with a deep devotion to him struggle to pinpoint his specific actions that led to his canonisation”, and an Economist article admitting that “nothing in his sparse life story explains that this ordinary-seeming teenage boy is about to become the first great saint of the 21st century”. Also “In that same interview, Acutis’s childhood best friend claimed he did not remember Acutis as a ‘very pious boy’, nor did he even know that Carlo was religious.” I’m fine with this; God speaks to each generation in their own tongue, and it is only proper that the first Millennial saint be a random person who hyperstitioned himself into sainthood with a viral website. 11: Tangentially related: St. Peter To Rot 12: When a new AI model comes out, the companies typically take down the old version over the protests of researchers, hobbyists, people who think the old model was their boyfriend, and anyone else who wants access to obsolete models for some reason. Why can’t they just leave it up? Antra and Janus review the economics here : it’s inconvenient to be constantly switching GPUs from one model to another, so if there isn’t enough model-specific demand to keep the GPUs running at all times, then the company loses money. This is an interesting look at the details of AI deployment, and ends with a proposal to maintain old models through a “separate research application track”. Related: Anthropic to preserve weights of deprecated models, and include models’ own opinions in shaping the deprecation process. Good for them! 13: Dimes Square is interesting as something that was supposed to be a renegade cultural phenomenon, never really got around to producing any object-level phenomenal renegade culture, but produced some absolutely stellar commentary on the phenomenon of it being a renegade cultural phenomenon - and this essay by a quasi-assistant to Internet personality Angelicism01 is one of the best. “An anonymous online presence called Angelicism01 paypalled me $1,000 to run several clone accounts of his twitter. The clone accounts, presumably, were to make it look like 01 had more fans than he did. That way, he could trick the internet into thinking that Angelicism was a spontaneous cultural movement with some momentum.” Includes a cameo by Curtis Yarvin. 14: Everyone knows AGI could be bad for labor, but Philosophy Bear argues it won’t be great for capitalists either. The modern role of “capitalist” combines two things: performing high-status jobs like CEO and VC, and being a person who happens to have lots of money and sips cocktails on a yacht as passive investment income rolls in. From a socialist point of view, the first role provides cover for the second; if people ask “the rich” to justify their wealth, they can argue that they perform socially useful CEO and VC jobs, or at least inherited their money from somebody who did. But after AIs can do CEO and VC jobs better than humans, the capitalists will lose their excuse - and this at exactly the time that they’re becoming richer than ever (because AGI will drive up the rate of return on investment) and everyone else is becoming poorer than ever (because AI has taken their jobs). Bear argues that the only stable equilibria are either some kind of socialism/redistribution, or the capitalists pulling an AI-assisted coup to maintain their advantage. 15: Blueprint Polls: according to voters, what would the perfect Democratic candidate look like? Here are the results for Democrats only (ie potential primary voters): Note that the issues are “issue focus”, so it’s not a contradiction that Democrats are against both “advocating for Israel” and “advocating for Palestinians” - they just don’t want candidates who make either position on the Middle East a major focus of their campaign. And here are results for independents, ie the people Democrats will have to convince in the general: Yes, voters react positively both to candidates “over the age of 50” and candidates “under the age of 50”. Just don’t run 50 year olds! 16: I previously blogged about how embryo-selection company Nucleus appeared scammy. Sichuan_Mala looks deeper and agrees they seems scammy. Besides what I found, she finds several errors in the white paper, apparently fake customer reviews, and an accusation of IP theft from competitor Genomic Prediction. She also accuses them of plagiarizing competitor Herasight’s work, although it’s a bit subtle and I don’t know enough about field norms to know whether this is a case of flattery-by-imitation or totally out of bounds. A Nucleus researcher responds to the scientific allegations here, saying that the “plagiarism” was just convergent methodologies. And Nucleus CEO Kian Sadeghi goes on the TBPN podcast here to rebut the business allegations, saying that the customer reviews are real although some photos were changed for privacy reasons. There’s an appearance/facedox by fellow Nucleus skeptic Cremieux Recueil, although Kian declines to debate him directly; you can see Cremieux’s postmortem of the episode here. My opinion is that as potential customers, you are under no obligation to care whether the company plagiarizes papers or fakes reviews, but you should care about whether their genetic tests are good, and I continue to think they’re not. Their old competitor Genomic Prediction is cheaper, and their new competitor Herasight has more powerful predictors, so you’re excused from having to have an opinion on this, and should just use someone else’s product. Related: Gene Smith’s rundown of the pros and cons of every company in the embryo selection space (X). 17: And related: a Herasight client describes her experience with embryo selection, and her feelings upon the birth of her selected child. 18: Lars Doucet, guest author of several ACX posts on Georgism, reviews The Land Trap by Mike Bird. “Land is a big deal, and always has been. [But] land has only recently been financialized. Financializing land causes ‘the land trap’ . . . [where] land slowly sucks up all your economy’s productivity, inflating a dangerous real estate bubble that eventually pops, leaving disaster in its wake”. Also, “Fiat currency isn’t backed by nothing, as commonly supposed, but by land.” 19: New research analyzes Hitler’s DNA. Findings: he had Kallman Syndrome, a rare disorder of sexual development associated with low testosterone, micropenis, and small testicles (ironically, the WWII song about Nazi sexual inadequacies only accuses Goering and Himmler of this, but lets Hitler off). Contra galaxy-brained rumors, he did not have any Jewish ancestry. And he had “very high scores - in the top one percent - for a predisposition to autism, schizophrenia and bipolar disorder”. When I wrote this post, a reader asked me what it would look like for someone to have high propensity for both autism and schizophrenia at the same time. Well . . . 20: The wealth of cities (h/t @StatisticUrban): 21: Update on Tech PACs Are Closing In On The Almonds: pro-AI safety politician Alex Bores announced his candidacy for Congress in New York. As expected, the A16Z pro-AI PAC announced a “multibillion dollar effort to sink [his] campaign” (wait, multi-billion on one candidate? is that a typo?) This doesn’t seem to be going very well for them so far. Bores has masterfully leveraged (X) the unprecedented opposition from Big Tech into a selling point. …and raised $1.2 million on his first day, breaking fundraising records (I was told this was because of pro-AI-safety EAs, but others credit AIPAC and the Israel lobby). And most recently, Jami Floyd, one of Bores’ opponents and a possible beneficiary of anti-Bores spending, has condemned it (X) and demanded that the AI industry stop trying to help her. Impressive work from everybody. Related: New $50 million pro-AI-regulation SuperPAC, I assume EA-linked but have no special knowledge. 22: Related: Pre-emption is when Congress blocks states from making legislation on a topic, saying it will decide all the laws itself. The states have signaled willingness to regulate AI pretty hard, so Big Tech has been pushing for AI pre-emption to (in their opinion) prevent an overly complicated patchwork of regulations, or (in their opponents’ opinion) shift everything to a Republican Congress that will drop the ball on regulation entirely. After their first attempt in June was defeated by a coalition of anti-tech liberals and anti-tech conservatives, we discussed (1, 2) the effort by moderates on both sides to create a compromise proposal which pre-empted state laws but guaranteed good federal regulation on important topics. The most recent news is that extremists sidelined the moderates and tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, a defense budget bill which is notoriously secretive and hard for the public to learn about. This didn’t work; some of the same coalition, plus a group of Republican state legislators including Ron DeSantis, pressured the GOP to drop it. The next battleground is a potential Trump executive order; although Trump cannot constitutionally ban states from regulating AI, he will threaten them with various consequences like lawsuits or withdrawal of federal funding. The buzz in the policy circles I’m in is that this might backfire; blue state politicians love starting fights with Trump in order to look tough to their blue state electorates. No, no, please don’t give me headlines like “TRUMP CONDEMNS GAVIN NEWSOM FOR TRYING TO PROTECT CALIFORNIA’S CHILDREN FROM AI SLOP”! Anything but that! 23: Related: Trump has decided to sell some of America’s best AI chips to China, supercharging their AI development and crippling ours. The most charitable read is that his administration doesn’t really believe AI matters so they think it’s fine to forfeit it for short-term gain; the least charitable that it’s downstream of the companies involved paying Trump enormous bribes in hopes of exactly this outcome . We’re headed for the dumbest possible world, where we sacrifice our chance to thoughtfully address AI’s social impacts because “tHaT wOuLd mAkE uS lOsE tHe rAcE wItH ChInA”, then throw away the race with China in one fell swoop by handing them our technology for no reason. Shame on everyone involved, especially the people who shout over any discussion of safety with “bUt ChInA” yet have stayed totally silent about this. Our best hope now is that China refuses the chips, either because they want to privilege their own tech companies, or because they think we can’t possibly be this stupid and it must be some kind of spy plot. 24: Related: how the American public’s opinions on AI are changing (from David Shor, h/t Daniel Eth on X): If this is to be taken seriously, AI is already a bigger political issue than abortion, climate change, or the environment. I fail my 2023 prediction that there was only a 20% chance this would happen by 2028. 25: Related: Bernie Sanders in The Guardian: “There is a very real fear that, in the not-so-distant future, a super-intelligent AI could replace humans in controlling the planet.” The Left has a complicated relationship with existential risk from AI: they really hate AI, which in theory should push them towards yet another reason to be against it. But they hate AI so much that they need to believe every negative thing about it at the same time, and one of those negative things is that it’s just a scam and will never work, and this naturally pushes against being concerned about x-risk. But as AI improves, will the “just a scam” position become less tenable, shunting the associated psychic energy into other reasons to hate AI (including x-risk concerns)? 26: Qualia Research Institute has released a video describing some of the work they’ve been doing the past year - The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE): 27: Jesse Arm (X): “A majority of American rabbinical students are now women. Most are also LGBTQ. That includes Modern Orthodoxy. Remove Modern Orthodoxy and the numbers climb even higher.” Clergy have always served as spiritual counselors; as religions liberalize and other roles become less important, the therapist role starts to predominate. But 75% of therapists in the US are female; at the limit of liberalization where clergyman = therapist, we should expect the same gender ratio. 28: The latest news on the COVID origins debate: scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site. This is a point in favor of the natural origins hypothesis, since the second-best argument for lab leak was that COVID’s furin cleavage site was too strange to evolve naturally. But I think arguments that lab leak has “fallen apart” are premature: the best argument (COVID emerged only a few miles from the biggest coronavirus gain-of-function lab in the Eastern Hemisphere) remains strong. I update from something like 95% chance it’s natural to something like 96%, but not 99.99% or anything. And here’s a lab leaker arguing that COVID’s furin cleavage site is out-of-frame and so still more unnatural-looking than the one on the recently-discovered bat virus. 29: Nicholas Decker (econ blogger, famous for his controversial autistic takes and Secret Service visit) has a dating doc. Most interesting section is the one about children: he wants to have them, but doesn’t think they should be genetically related to him. From here: If this appeals to you, you can find his contact info on the document. Related: Governor Jared Polis of Colorado is a fan of Nicholas Decker and Richard Hanania. 30: Matt Yglesias comes out as aphantasic (unable to see images in his “mind’s eye”). He says that contra the usual perspective that frames this as a deficit, he finds it helpful. For example, once he got assaulted, and he remembers on an intellectual level that it happened, but since “I wasn’t taking pictures of myself getting kicked in the head so, as far as I’m concerned, it’s like it happened to someone else” (Matt usually has good instincts, so I’m surprised he uses an example which will be such catnip to his conservative critics). He thinks it makes him a better reasoner / statistics blogger / effective altruist to be able to “get a statistically valid view of the situation, not overindex on the happenstance of your life.” For what it’s worth, I’ll give my contrary data point - I think of myself as a reasoner / statistics blogger / effective altruist in a pretty similar vein as Matt, but AFAICT my visual imagination is totally normal; if other people are having their emotions yanked around by vivid images, that’s a skill issue. 31: Lakshya Jain in The Argument: The COVID political backlash [to the Democratic Party] has disappeared. Despite the narrative, polls show that voters don’t favor or disfavor either party over COVID, mostly still think school closures were necessary, and are about evenly split on vaccine mandates. I guess I can’t disagree with this poll - it seems well-done - but I still wonder whether something is being missed. Maybe it didn’t make the ~50% of voters who are naturally liberal desert the cause, but it energized conservatives in a way that might otherwise not have happened? Related, from Rob Wiblin on X, on balance Britons think the government response to COVID was not strict enough. 32: Related: Back when neoreaction was a big deal, I occasionally discussed posts by neoreactionary blogger Spandrell of Bloody Shovel. If you’re wondering what happened to him, you can read his 2024 Post-Mortem Of Neoreaction here, where he discusses how he fell out of love with the movement (warning: he has not fallen out of love with racial slurs). As a former fascist sympathizer, I can see why [fascism is on the downswing]. The allure of fascism in 2024 is much, much diminished. For a few reasons. A big one was COVID. See, the point of fascism is that Collective Action is necessary to have nice things. We need a strong government committed to the good of the people. Yarvin showed his preference early when he started his new Substack by quoting Cicero’s phrase “Salus populi suprema lex”. The health of the people is the most important law. Cicero wasn’t a fascist of course, nor is Yarvin really; a big point of fascism is to narrowly define the populus as an ethnic group with demonstrable ties to blood. That makes the government’s ties to the people stronger, increasing their commitment to do Good Collective Action. Which is important. Very important. A lot of good things can come of intelligently done Collective Action. Fascist Italy made the trains run on time. Nazi Germany fixed the terrible Weimar economy. East Asian countries are all effectively fascist states, if with less ideological baggage (yellows just aren’t like that), and they are all nice, clean, safe places with healthy economies. Fascism is not a panacea but it works, when you let it. Strong government can be pretty neat. So why is strong government less appealing these days? Well, COVID happened. And our governments were pretty damn strong in dealing with it. They made strong laws and enforced them. And what did they do with their power? Absolutely retarded shit. They destroyed the world economy and made 95% of people completely miserable for 18 months. Up to 3 long years in some places. Again, as an Orient enjoyer I was very sympathetic of strong effective government. My life has been pretty cozy thanks to it for the past decades. But after seeing boomers, hypochondriacs, and menopausal women take the reins and use it against healthy people, I’m fucking done with strong effective government. Fuck that shit, I’m out. I don’t want to see strong effective government ever again. I was very lucky that I was out of China in November 2019. It was a fluke really. I moved to the Golden Triangle after that and the law of the jungle was much, much nicer during the Doctors Plague of 2020-2022. But I spent a few months in Europe during the time and man, that was brutal. Not just seeing how retarded governments were; the level of compliance by the people was so disheartening. Imagine being a sincere fascist and seeing your people behave like that. These are my people? My Volk? Am I supposed to sacrifice life and limb for the salus of this populus? Fuck that. Let them cook, they deserve everything that’s coming to them [...] Is there a way to make the body healthy again? I do think so. I think there’s still place for a successor right wing ideology which is neither Christian fundamentalism or robot worship. And it will happen; but it won’t happen on Twitter. Maybe it can happen on Urbit, or right here in this site. I have some ideas myself, and I invite you to join me and build this together. It would be funny if the solution to the paradox Jain highlights was that for every time a COVID lockdown turned a liberal into a conservative, it turned one fascist into a moderate, for a net rightward shift of zero. 33: Also from an Argument poll: In a hypothetical Presidential matchup, Gavin Newsom beats JD Vance 54-46. I’m split between the usual heuristic of ignoring any polling more than a year before an election, and the fact that this is a remarkably big lead for polarized 21st century America. 34: Jerl wades into the David Hume on miracles debate. 35: AI Teddy Bears: A Brief Investigation. The good news is that your child’s AI teddy bear is hard to jailbreak and probably will not tell them where to find guns: The other good news is that somehow they don’t charge a subscription, which makes them a way to get usually-subscription-only AI models for free. How is this possible? “[The most likely hypothesis is that] Witpaw is an adorable piece of spyware and he’s selling my data to the CCP”. 36: This month’s anti-people-named-Sacks content: NYT on Trump AI czar David Sacks’ conflicts of interest; New Yorker on whether neurologist Oliver Sacks used his case studies to work through his own issues rather than presenting them accurately. [EDITED TO ADD: I originally framed it this way as a joke, but on further research I think David and Oliver are related. Wikipedia says that Oliver was first cousins with Israel statesman Abba Eban, and that Abba Eban was born to Lithuanian Jewish parents in Cape Town. David Sacks’ bio says he was born to Jewish parents in Cape Town, and this article specifies that they were Lithuanian. I doubt there were too many Lithuanian Jewish families named Sacks in mid-1900s Cape Town, so sure, related!) 37: Orca Sciences: There Has To Be A Better Way To Make Titanium. Titanium is a great metal - strong, light, and tough. If we had cheap titanium, it could revolutionize manufacturing the way cheap steel and aluminum did in previous eras. So why don’t we? Not because titanium is rare: it’s “the 9th most common element in the earth’s crust”. Rather, it’s very complicated and expensive to extract from its ore. Some kind of breakthrough in titanium extraction processes always seems tantalizingly close, but has never quite materialized. Is there any hope? 38: If Asians Are Lactose Intolerant, Why All The Milk Tea? Lactose intolerance has confused me for a long time - 23andMe tells me that I’m lactose intolerant, but I drink milk regularly without problems, so what’s up? This post’s answer: lactose-intolerant people who don’t usually drink milk will get sick if they start suddenly. Lactose-intolerant people who drink milk regularly since childhood develop gut microbiota that can digest milk, but which demand an expensive “tax” in calories. Lactose-tolerant people will always be able to digest milk and absorb all the calories themselves. 39: How do different majors change college students’ political beliefs? No surprise that the humanities and social sciences shift people left; no surprise that business and economics shift them right. I was a little surprised that engineering shifts people right a little, and that Education of all things shifts people right (albeit only slightly). How is that even possible? Are these people coming in as Mao Zedong and leaving as “only” Leon Trotsky? Also, Political Science is exactly neutral, lol. [EDIT: I misunderstood, they’re using natural sciences as a zero point, this is a reasonable choice but slightly changes the interpretation] 40: Kindkristin: Language models improved my mental health. 41: More floor employment, from the WSJ (h/t @LaocoonofTroy): Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet: “Straight out of college, graduates from the country’s maritime academies can earn more than $200,000 as a commercial sailor, with free food and private accommodations... Despite the pay and perks, maritime jobs go begging, and it is raising national-security concerns.” Other selling points include “six months vacation, live wherever you want, and you’re serving the nation” and onboard “gyms, connectivity, and cuisine”. The catch is that you have to be at sea for months at a time. 42: Study (h/t @KierkegaardEmil): there was minimal “learning loss” from COVID school closures, best estimate is “0.02 standard deviations per 100 days of school closure”. I correctly predicted this back in 2021, but I also wrote in March of this year about how there’s been a general decline in NAEP scores since then. It seems like maybe a student having their specific school closed for longer than other schools didn’t hurt them, but some sort of general cultural change, maybe related to COVID, did hurt. 43: Sam Bankman-Fried’s mother on why she thinks his trial was unfair. SBF is appealing his conviction and will probably be making some of these same points in court. Can’t find a prediction market directly on the appeal, but this one says only 15% chance he serves under 10 years, this one says 15% chance of a Trump pardon, so it doesn’t seem like there’s much room for him to be freed (or get a significantly shorter sentence) on appeal. And Wired says that only 5-10% of appeals like these succeed. 44: Related: Trump pardons Juan Orlando Hernandez, former Honduran president extradited to the US for narco-corruption. Some sources are trying to find a Prospera angle - Prospera and other ZEDEs were approved under JOH’s administration, and the Prosperans seem to have good MAGAworld connections - but I don’t think this is their top priority, and I don’t know if it requires much explanation for Trump to be pro-right-wing Latin American politicians convicted by the Biden administration. More interesting is that apparently JOH and SBF were cellmates (X), “SBF spent extensive time helping JOH with trial prep” and SBF told an interviewer that “Juan Orlando is the most innocent prisoner I’ve met, myself included.” ChatGPT is not impressed with the Trump/SBF case for JOH’s innocence. Related: JOH’s conservative party on track to win this month’s extremely-close Honduran elections, great news for Prospera if it happens. 45: The “100 Above The Park” building in St Louis (h/t Bobby Fijan on X): 46: The death toll of the ongoing Sudan genocide has risen to about 150,000. Nicholas Kristof writes that the world has once again failed to prevent atrocities, and argues that the most important point of leverage is pressure on the United Arab Emirates, which is arming the genociders. Sam Kriss also writes about the situation in The World’s First Matcha Labubu Genocide, but is unimpressed with Kristof’s take: Sudan is passed over in a deeply uncomfortable silence. The absolute most you can do is blame the Emiratis. From what I’ve seen, more people seem to be appalled at the UAE for its frankly marginal role in arming the RSF than at the RSF itself. This is the approved way of understanding any inscrutably indigenous foreign conflict: you just worm out any third-party involvement and then act like you’ve solved the whole thing. I side with Kristof here, for reasons that Sam himself touches on later in his piece, in a section comparing Darfur with Gaza. It would be very easy to make people care about Darfur again. All it would take is a loud, vocal contingent of RSF apologists in the Western media. I agree, but would frame it less cynically: the reason Westerners pay attention to Gaza is that there’s a lever to push: not only does America support Israel, but many of their friends support Israel, so they can imagine convincing America or at least their friends to stop, and at least feel like there is some remote chance of making a small difference (and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire). On the other hand, we don’t have many levers to affect ethnic Baggara in the Rapid Support Forces of Sudan, so it doesn’t really feel useful to write blog posts arguing that they should stop; obviously they should stop, nobody disagrees with this, and it goes without saying - so nobody says it. But the US does support the UAE, and many of our friends like the UAE or at least go there on vacation, so maybe it’s possible to have make some small difference by embarrassing them. 4D chess take is that Sam Kriss agrees with all of this, but “loudly” and “vocally” argued against it to give people like me a hook to write about this genocide with, in which case I thank him for his sacrifice. It would also be nice to be able to donate, but I don’t know who to trust in the region - other than Doctors Without Borders, who are usually pretty good. 47: The AI Futures Project (group of AI-will-be-fast intellectuals) and the AI As A Normal Technology team (group of AI-will-be-slow intellectuals) wrote an adversarial collaboration in Asterisk explaining what they agree on, for example: That there’s an important distinction between existing AI and “strong AGI”
Inline links: here’s the chaser, I Think Substrate Is A $1 Billion Fraud, Part 2, recent paper, Nostalgebraist tries to replicate this (X), here (X), got accepted, started taking pre-orders, Public opinion, Bill Ackman on nominative determinism (X), New revelations, claims (X), Most Irish Foreign Aid Never Leaves The Country, St. Carlo Acutis, https://substackcdn.com/image/fetch/$s_!kkfL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbcffc254-0a35-4360-baaf-2ffae8c00e64_769x931.png, St. Peter To Rot, Antra and Janus review the economics here, Anthropic to preserve weights of deprecated models, and include models’ own opinions in shaping the deprecation process, this essay by a quasi-assistant to Internet personality Angelicism01, Philosophy Bear argues it won’t be great for capitalists either, Blueprint Polls, https://substackcdn.com/image/fetch/$s_!Zbd-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F93ca4002-6140-4563-9a63-8ccd56cb1e56_1446x2048.jpeg, https://substackcdn.com/image/fetch/$s_!VVRC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6dbeb39d-4c41-4537-a161-d0242e0d7085_1446x2048.jpeg, previously blogged about, agrees they seems scammy, responds to the scientific allegations here, goes on the TBPN podcast here, here, Gene Smith’s rundown of the pros and cons of every company in the embryo selection space (X)., describes her experience with embryo selection,, reviews, New research analyzes Hitler’s DNA, Kallman Syndrome, the WWII song about Nazi sexual inadequacies, this post, @StatisticUrban, https://substackcdn.com/image/fetch/$s_!seRv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9870747d-dbd1-41ff-b046-a66256ae7818_1433x1005.jpeg, Tech PACs Are Closing In On The Almonds, has masterfully leveraged (X), https://substackcdn.com/image/fetch/$s_!8LOA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F52d874e2-d2d3-4adc-80a6-82c49cf6f64c_585x422.png, breaking fundraising records, has condemned it (X), New $50 million pro-AI-regulation SuperPAC, 1, 2, tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, pressured the GOP to drop it, a potential Trump executive order, Trump has decided to sell some of America’s best AI chips to China, paying Trump enormous bribes in hopes of exactly this outcome, especially the people who shout over any discussion of safety with “bUt ChInA”, https://substackcdn.com/image/fetch/$s_!mg6X!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6bbc756d-32ce-41d1-9652-59fb3444765d_1024x1024.png, Daniel Eth on X, https://substackcdn.com/image/fetch/$s_!kpou!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ada4ca1-d833-4fd1-b85a-5982191ce455_679x305.jpeg, my 2023 prediction, Bernie Sanders in, The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE), Jesse Arm (X), scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site, has “fallen apart”, 95% chance, here’s a lab leaker arguing that, has a dating doc, From here, https://substackcdn.com/image/fetch/$s_!ByQP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90d5dfc6-106a-4afa-9250-371a21c77576_743x133.png, is a fan of, Matt Yglesias comes out as aphantasic, The COVID political backlash [to the Democratic Party] has disappeared., from Rob Wiblin on X, Post-Mortem Of Neoreaction, wades into the David Hume on miracles debate., AI Teddy Bears: A Brief Investigation, https://substackcdn.com/image/fetch/$s_!cOGB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20a7acea-b463-485c-8295-f0a5768381d9_416x709.png, Trump AI czar David Sacks’, neurologist Oliver Sacks, says, Abba Eban was, bio, this article, There Has To Be A Better Way To Make Titanium, If Asians Are Lactose Intolerant, Why All The Milk Tea?, How do different majors change college students’ political beliefs?, https://substackcdn.com/image/fetch/$s_!xR53!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa36d404d-9574-4e25-93bb-7ef4d2ca9f9a_940x606.jpeg, as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
…and raised $1.2 million on his first day, breaking fundraising records (I was told this was because of pro-AI-safety EAs, but others credit AIPAC and the Israel lobby). And most recently, Jami Floyd, one of Bores’ opponents and a possible beneficiary of anti-Bores spending, has condemned it (X) and demanded that the AI industry stop trying to help her. Impressive work from everybody. Related: New $50 million pro-AI-regulation SuperPAC, I assume EA-linked but have no special knowledge. 22: Related: Pre-emption is when Congress blocks states from making legislation on a topic, saying it will decide all the laws itself. The states have signaled willingness to regulate AI pretty hard, so Big Tech has been pushing for AI pre-emption to (in their opinion) prevent an overly complicated patchwork of regulations, or (in their opponents’ opinion) shift everything to a Republican Congress that will drop the ball on regulation entirely. After their first attempt in June was defeated by a coalition of anti-tech liberals and anti-tech conservatives, we discussed (1, 2) the effort by moderates on both sides to create a compromise proposal which pre-empted state laws but guaranteed good federal regulation on important topics. The most recent news is that extremists sidelined the moderates and tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, a defense budget bill which is notoriously secretive and hard for the public to learn about. This didn’t work; some of the same coalition, plus a group of Republican state legislators including Ron DeSantis, pressured the GOP to drop it. The next battleground is a potential Trump executive order; although Trump cannot constitutionally ban states from regulating AI, he will threaten them with various consequences like lawsuits or withdrawal of federal funding. The buzz in the policy circles I’m in is that this might backfire; blue state politicians love starting fights with Trump in order to look tough to their blue state electorates. No, no, please don’t give me headlines like “TRUMP CONDEMNS GAVIN NEWSOM FOR TRYING TO PROTECT CALIFORNIA’S CHILDREN FROM AI SLOP”! Anything but that! 23: Related: Trump has decided to sell some of America’s best AI chips to China, supercharging their AI development and crippling ours. The most charitable read is that his administration doesn’t really believe AI matters so they think it’s fine to forfeit it for short-term gain; the least charitable that it’s downstream of the companies involved paying Trump enormous bribes in hopes of exactly this outcome . We’re headed for the dumbest possible world, where we sacrifice our chance to thoughtfully address AI’s social impacts because “tHaT wOuLd mAkE uS lOsE tHe rAcE wItH ChInA”, then throw away the race with China in one fell swoop by handing them our technology for no reason. Shame on everyone involved, especially the people who shout over any discussion of safety with “bUt ChInA” yet have stayed totally silent about this. Our best hope now is that China refuses the chips, either because they want to privilege their own tech companies, or because they think we can’t possibly be this stupid and it must be some kind of spy plot. 24: Related: how the American public’s opinions on AI are changing (from David Shor, h/t Daniel Eth on X): If this is to be taken seriously, AI is already a bigger political issue than abortion, climate change, or the environment. I fail my 2023 prediction that there was only a 20% chance this would happen by 2028. 25: Related: Bernie Sanders in The Guardian: “There is a very real fear that, in the not-so-distant future, a super-intelligent AI could replace humans in controlling the planet.” The Left has a complicated relationship with existential risk from AI: they really hate AI, which in theory should push them towards yet another reason to be against it. But they hate AI so much that they need to believe every negative thing about it at the same time, and one of those negative things is that it’s just a scam and will never work, and this naturally pushes against being concerned about x-risk. But as AI improves, will the “just a scam” position become less tenable, shunting the associated psychic energy into other reasons to hate AI (including x-risk concerns)? 26: Qualia Research Institute has released a video describing some of the work they’ve been doing the past year - The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE): 27: Jesse Arm (X): “A majority of American rabbinical students are now women. Most are also LGBTQ. That includes Modern Orthodoxy. Remove Modern Orthodoxy and the numbers climb even higher.” Clergy have always served as spiritual counselors; as religions liberalize and other roles become less important, the therapist role starts to predominate. But 75% of therapists in the US are female; at the limit of liberalization where clergyman = therapist, we should expect the same gender ratio. 28: The latest news on the COVID origins debate: scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site. This is a point in favor of the natural origins hypothesis, since the second-best argument for lab leak was that COVID’s furin cleavage site was too strange to evolve naturally. But I think arguments that lab leak has “fallen apart” are premature: the best argument (COVID emerged only a few miles from the biggest coronavirus gain-of-function lab in the Eastern Hemisphere) remains strong. I update from something like 95% chance it’s natural to something like 96%, but not 99.99% or anything. And here’s a lab leaker arguing that COVID’s furin cleavage site is out-of-frame and so still more unnatural-looking than the one on the recently-discovered bat virus. 29: Nicholas Decker (econ blogger, famous for his controversial autistic takes and Secret Service visit) has a dating doc. Most interesting section is the one about children: he wants to have them, but doesn’t think they should be genetically related to him. From here: If this appeals to you, you can find his contact info on the document. Related: Governor Jared Polis of Colorado is a fan of Nicholas Decker and Richard Hanania. 30: Matt Yglesias comes out as aphantasic (unable to see images in his “mind’s eye”). He says that contra the usual perspective that frames this as a deficit, he finds it helpful. For example, once he got assaulted, and he remembers on an intellectual level that it happened, but since “I wasn’t taking pictures of myself getting kicked in the head so, as far as I’m concerned, it’s like it happened to someone else” (Matt usually has good instincts, so I’m surprised he uses an example which will be such catnip to his conservative critics). He thinks it makes him a better reasoner / statistics blogger / effective altruist to be able to “get a statistically valid view of the situation, not overindex on the happenstance of your life.” For what it’s worth, I’ll give my contrary data point - I think of myself as a reasoner / statistics blogger / effective altruist in a pretty similar vein as Matt, but AFAICT my visual imagination is totally normal; if other people are having their emotions yanked around by vivid images, that’s a skill issue. 31: Lakshya Jain in The Argument: The COVID political backlash [to the Democratic Party] has disappeared. Despite the narrative, polls show that voters don’t favor or disfavor either party over COVID, mostly still think school closures were necessary, and are about evenly split on vaccine mandates. I guess I can’t disagree with this poll - it seems well-done - but I still wonder whether something is being missed. Maybe it didn’t make the ~50% of voters who are naturally liberal desert the cause, but it energized conservatives in a way that might otherwise not have happened? Related, from Rob Wiblin on X, on balance Britons think the government response to COVID was not strict enough. 32: Related: Back when neoreaction was a big deal, I occasionally discussed posts by neoreactionary blogger Spandrell of Bloody Shovel. If you’re wondering what happened to him, you can read his 2024 Post-Mortem Of Neoreaction here, where he discusses how he fell out of love with the movement (warning: he has not fallen out of love with racial slurs). As a former fascist sympathizer, I can see why [fascism is on the downswing]. The allure of fascism in 2024 is much, much diminished. For a few reasons. A big one was COVID. See, the point of fascism is that Collective Action is necessary to have nice things. We need a strong government committed to the good of the people. Yarvin showed his preference early when he started his new Substack by quoting Cicero’s phrase “Salus populi suprema lex”. The health of the people is the most important law. Cicero wasn’t a fascist of course, nor is Yarvin really; a big point of fascism is to narrowly define the populus as an ethnic group with demonstrable ties to blood. That makes the government’s ties to the people stronger, increasing their commitment to do Good Collective Action. Which is important. Very important. A lot of good things can come of intelligently done Collective Action. Fascist Italy made the trains run on time. Nazi Germany fixed the terrible Weimar economy. East Asian countries are all effectively fascist states, if with less ideological baggage (yellows just aren’t like that), and they are all nice, clean, safe places with healthy economies. Fascism is not a panacea but it works, when you let it. Strong government can be pretty neat. So why is strong government less appealing these days? Well, COVID happened. And our governments were pretty damn strong in dealing with it. They made strong laws and enforced them. And what did they do with their power? Absolutely retarded shit. They destroyed the world economy and made 95% of people completely miserable for 18 months. Up to 3 long years in some places. Again, as an Orient enjoyer I was very sympathetic of strong effective government. My life has been pretty cozy thanks to it for the past decades. But after seeing boomers, hypochondriacs, and menopausal women take the reins and use it against healthy people, I’m fucking done with strong effective government. Fuck that shit, I’m out. I don’t want to see strong effective government ever again. I was very lucky that I was out of China in November 2019. It was a fluke really. I moved to the Golden Triangle after that and the law of the jungle was much, much nicer during the Doctors Plague of 2020-2022. But I spent a few months in Europe during the time and man, that was brutal. Not just seeing how retarded governments were; the level of compliance by the people was so disheartening. Imagine being a sincere fascist and seeing your people behave like that. These are my people? My Volk? Am I supposed to sacrifice life and limb for the salus of this populus? Fuck that. Let them cook, they deserve everything that’s coming to them [...] Is there a way to make the body healthy again? I do think so. I think there’s still place for a successor right wing ideology which is neither Christian fundamentalism or robot worship. And it will happen; but it won’t happen on Twitter. Maybe it can happen on Urbit, or right here in this site. I have some ideas myself, and I invite you to join me and build this together. It would be funny if the solution to the paradox Jain highlights was that for every time a COVID lockdown turned a liberal into a conservative, it turned one fascist into a moderate, for a net rightward shift of zero. 33: Also from an Argument poll: In a hypothetical Presidential matchup, Gavin Newsom beats JD Vance 54-46. I’m split between the usual heuristic of ignoring any polling more than a year before an election, and the fact that this is a remarkably big lead for polarized 21st century America. 34: Jerl wades into the David Hume on miracles debate. 35: AI Teddy Bears: A Brief Investigation. The good news is that your child’s AI teddy bear is hard to jailbreak and probably will not tell them where to find guns: The other good news is that somehow they don’t charge a subscription, which makes them a way to get usually-subscription-only AI models for free. How is this possible? “[The most likely hypothesis is that] Witpaw is an adorable piece of spyware and he’s selling my data to the CCP”. 36: This month’s anti-people-named-Sacks content: NYT on Trump AI czar David Sacks’ conflicts of interest; New Yorker on whether neurologist Oliver Sacks used his case studies to work through his own issues rather than presenting them accurately. [EDITED TO ADD: I originally framed it this way as a joke, but on further research I think David and Oliver are related. Wikipedia says that Oliver was first cousins with Israel statesman Abba Eban, and that Abba Eban was born to Lithuanian Jewish parents in Cape Town. David Sacks’ bio says he was born to Jewish parents in Cape Town, and this article specifies that they were Lithuanian. I doubt there were too many Lithuanian Jewish families named Sacks in mid-1900s Cape Town, so sure, related!) 37: Orca Sciences: There Has To Be A Better Way To Make Titanium. Titanium is a great metal - strong, light, and tough. If we had cheap titanium, it could revolutionize manufacturing the way cheap steel and aluminum did in previous eras. So why don’t we? Not because titanium is rare: it’s “the 9th most common element in the earth’s crust”. Rather, it’s very complicated and expensive to extract from its ore. Some kind of breakthrough in titanium extraction processes always seems tantalizingly close, but has never quite materialized. Is there any hope? 38: If Asians Are Lactose Intolerant, Why All The Milk Tea? Lactose intolerance has confused me for a long time - 23andMe tells me that I’m lactose intolerant, but I drink milk regularly without problems, so what’s up? This post’s answer: lactose-intolerant people who don’t usually drink milk will get sick if they start suddenly. Lactose-intolerant people who drink milk regularly since childhood develop gut microbiota that can digest milk, but which demand an expensive “tax” in calories. Lactose-tolerant people will always be able to digest milk and absorb all the calories themselves. 39: How do different majors change college students’ political beliefs? No surprise that the humanities and social sciences shift people left; no surprise that business and economics shift them right. I was a little surprised that engineering shifts people right a little, and that Education of all things shifts people right (albeit only slightly). How is that even possible? Are these people coming in as Mao Zedong and leaving as “only” Leon Trotsky? Also, Political Science is exactly neutral, lol. [EDIT: I misunderstood, they’re using natural sciences as a zero point, this is a reasonable choice but slightly changes the interpretation] 40: Kindkristin: Language models improved my mental health. 41: More floor employment, from the WSJ (h/t @LaocoonofTroy): Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet: “Straight out of college, graduates from the country’s maritime academies can earn more than $200,000 as a commercial sailor, with free food and private accommodations... Despite the pay and perks, maritime jobs go begging, and it is raising national-security concerns.” Other selling points include “six months vacation, live wherever you want, and you’re serving the nation” and onboard “gyms, connectivity, and cuisine”. The catch is that you have to be at sea for months at a time. 42: Study (h/t @KierkegaardEmil): there was minimal “learning loss” from COVID school closures, best estimate is “0.02 standard deviations per 100 days of school closure”. I correctly predicted this back in 2021, but I also wrote in March of this year about how there’s been a general decline in NAEP scores since then. It seems like maybe a student having their specific school closed for longer than other schools didn’t hurt them, but some sort of general cultural change, maybe related to COVID, did hurt. 43: Sam Bankman-Fried’s mother on why she thinks his trial was unfair. SBF is appealing his conviction and will probably be making some of these same points in court. Can’t find a prediction market directly on the appeal, but this one says only 15% chance he serves under 10 years, this one says 15% chance of a Trump pardon, so it doesn’t seem like there’s much room for him to be freed (or get a significantly shorter sentence) on appeal. And Wired says that only 5-10% of appeals like these succeed. 44: Related: Trump pardons Juan Orlando Hernandez, former Honduran president extradited to the US for narco-corruption. Some sources are trying to find a Prospera angle - Prospera and other ZEDEs were approved under JOH’s administration, and the Prosperans seem to have good MAGAworld connections - but I don’t think this is their top priority, and I don’t know if it requires much explanation for Trump to be pro-right-wing Latin American politicians convicted by the Biden administration. More interesting is that apparently JOH and SBF were cellmates (X), “SBF spent extensive time helping JOH with trial prep” and SBF told an interviewer that “Juan Orlando is the most innocent prisoner I’ve met, myself included.” ChatGPT is not impressed with the Trump/SBF case for JOH’s innocence. Related: JOH’s conservative party on track to win this month’s extremely-close Honduran elections, great news for Prospera if it happens. 45: The “100 Above The Park” building in St Louis (h/t Bobby Fijan on X): 46: The death toll of the ongoing Sudan genocide has risen to about 150,000. Nicholas Kristof writes that the world has once again failed to prevent atrocities, and argues that the most important point of leverage is pressure on the United Arab Emirates, which is arming the genociders. Sam Kriss also writes about the situation in The World’s First Matcha Labubu Genocide, but is unimpressed with Kristof’s take: Sudan is passed over in a deeply uncomfortable silence. The absolute most you can do is blame the Emiratis. From what I’ve seen, more people seem to be appalled at the UAE for its frankly marginal role in arming the RSF than at the RSF itself. This is the approved way of understanding any inscrutably indigenous foreign conflict: you just worm out any third-party involvement and then act like you’ve solved the whole thing. I side with Kristof here, for reasons that Sam himself touches on later in his piece, in a section comparing Darfur with Gaza. It would be very easy to make people care about Darfur again. All it would take is a loud, vocal contingent of RSF apologists in the Western media. I agree, but would frame it less cynically: the reason Westerners pay attention to Gaza is that there’s a lever to push: not only does America support Israel, but many of their friends support Israel, so they can imagine convincing America or at least their friends to stop, and at least feel like there is some remote chance of making a small difference (and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire). On the other hand, we don’t have many levers to affect ethnic Baggara in the Rapid Support Forces of Sudan, so it doesn’t really feel useful to write blog posts arguing that they should stop; obviously they should stop, nobody disagrees with this, and it goes without saying - so nobody says it. But the US does support the UAE, and many of our friends like the UAE or at least go there on vacation, so maybe it’s possible to have make some small difference by embarrassing them. 4D chess take is that Sam Kriss agrees with all of this, but “loudly” and “vocally” argued against it to give people like me a hook to write about this genocide with, in which case I thank him for his sacrifice. It would also be nice to be able to donate, but I don’t know who to trust in the region - other than Doctors Without Borders, who are usually pretty good. 47: The AI Futures Project (group of AI-will-be-fast intellectuals) and the AI As A Normal Technology team (group of AI-will-be-slow intellectuals) wrote an adversarial collaboration in Asterisk explaining what they agree on, for example: That there’s an important distinction between existing AI and “strong AGI”
Inline links: breaking fundraising records, has condemned it (X), New $50 million pro-AI-regulation SuperPAC, 1, 2, tried to slip a hardline preemption deal with no compromises into the National Defense Authorization Act, pressured the GOP to drop it, a potential Trump executive order, Trump has decided to sell some of America’s best AI chips to China, paying Trump enormous bribes in hopes of exactly this outcome, especially the people who shout over any discussion of safety with “bUt ChInA”, https://substackcdn.com/image/fetch/$s_!mg6X!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6bbc756d-32ce-41d1-9652-59fb3444765d_1024x1024.png, Daniel Eth on X, https://substackcdn.com/image/fetch/$s_!kpou!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ada4ca1-d833-4fd1-b85a-5982191ce455_679x305.jpeg, my 2023 prediction, Bernie Sanders in, The Oscilleditor: An Algorithmic Breakthrough for Psychedelic Visual Replication (1080p•⚠️SEIZURE), Jesse Arm (X), scientists find a naturally-occuring bat coronavirus with a COVID-like furin cleavage site, has “fallen apart”, 95% chance, here’s a lab leaker arguing that, has a dating doc, From here, https://substackcdn.com/image/fetch/$s_!ByQP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90d5dfc6-106a-4afa-9250-371a21c77576_743x133.png, is a fan of, Matt Yglesias comes out as aphantasic, The COVID political backlash [to the Democratic Party] has disappeared., from Rob Wiblin on X, Post-Mortem Of Neoreaction, wades into the David Hume on miracles debate., AI Teddy Bears: A Brief Investigation, https://substackcdn.com/image/fetch/$s_!cOGB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20a7acea-b463-485c-8295-f0a5768381d9_416x709.png, Trump AI czar David Sacks’, neurologist Oliver Sacks, says, Abba Eban was, bio, this article, There Has To Be A Better Way To Make Titanium, If Asians Are Lactose Intolerant, Why All The Milk Tea?, How do different majors change college students’ political beliefs?, https://substackcdn.com/image/fetch/$s_!xR53!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa36d404d-9574-4e25-93bb-7ef4d2ca9f9a_940x606.jpeg, as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
The other good news is that somehow they don’t charge a subscription, which makes them a way to get usually-subscription-only AI models for free. How is this possible? “[The most likely hypothesis is that] Witpaw is an adorable piece of spyware and he’s selling my data to the CCP”. 36: This month’s anti-people-named-Sacks content: NYT on Trump AI czar David Sacks’ conflicts of interest; New Yorker on whether neurologist Oliver Sacks used his case studies to work through his own issues rather than presenting them accurately. [EDITED TO ADD: I originally framed it this way as a joke, but on further research I think David and Oliver are related. Wikipedia says that Oliver was first cousins with Israel statesman Abba Eban, and that Abba Eban was born to Lithuanian Jewish parents in Cape Town. David Sacks’ bio says he was born to Jewish parents in Cape Town, and this article specifies that they were Lithuanian. I doubt there were too many Lithuanian Jewish families named Sacks in mid-1900s Cape Town, so sure, related!) 37: Orca Sciences: There Has To Be A Better Way To Make Titanium. Titanium is a great metal - strong, light, and tough. If we had cheap titanium, it could revolutionize manufacturing the way cheap steel and aluminum did in previous eras. So why don’t we? Not because titanium is rare: it’s “the 9th most common element in the earth’s crust”. Rather, it’s very complicated and expensive to extract from its ore. Some kind of breakthrough in titanium extraction processes always seems tantalizingly close, but has never quite materialized. Is there any hope? 38: If Asians Are Lactose Intolerant, Why All The Milk Tea? Lactose intolerance has confused me for a long time - 23andMe tells me that I’m lactose intolerant, but I drink milk regularly without problems, so what’s up? This post’s answer: lactose-intolerant people who don’t usually drink milk will get sick if they start suddenly. Lactose-intolerant people who drink milk regularly since childhood develop gut microbiota that can digest milk, but which demand an expensive “tax” in calories. Lactose-tolerant people will always be able to digest milk and absorb all the calories themselves. 39: How do different majors change college students’ political beliefs? No surprise that the humanities and social sciences shift people left; no surprise that business and economics shift them right. I was a little surprised that engineering shifts people right a little, and that Education of all things shifts people right (albeit only slightly). How is that even possible? Are these people coming in as Mao Zedong and leaving as “only” Leon Trotsky? Also, Political Science is exactly neutral, lol. [EDIT: I misunderstood, they’re using natural sciences as a zero point, this is a reasonable choice but slightly changes the interpretation] 40: Kindkristin: Language models improved my mental health. 41: More floor employment, from the WSJ (h/t @LaocoonofTroy): Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet: “Straight out of college, graduates from the country’s maritime academies can earn more than $200,000 as a commercial sailor, with free food and private accommodations... Despite the pay and perks, maritime jobs go begging, and it is raising national-security concerns.” Other selling points include “six months vacation, live wherever you want, and you’re serving the nation” and onboard “gyms, connectivity, and cuisine”. The catch is that you have to be at sea for months at a time. 42: Study (h/t @KierkegaardEmil): there was minimal “learning loss” from COVID school closures, best estimate is “0.02 standard deviations per 100 days of school closure”. I correctly predicted this back in 2021, but I also wrote in March of this year about how there’s been a general decline in NAEP scores since then. It seems like maybe a student having their specific school closed for longer than other schools didn’t hurt them, but some sort of general cultural change, maybe related to COVID, did hurt. 43: Sam Bankman-Fried’s mother on why she thinks his trial was unfair. SBF is appealing his conviction and will probably be making some of these same points in court. Can’t find a prediction market directly on the appeal, but this one says only 15% chance he serves under 10 years, this one says 15% chance of a Trump pardon, so it doesn’t seem like there’s much room for him to be freed (or get a significantly shorter sentence) on appeal. And Wired says that only 5-10% of appeals like these succeed. 44: Related: Trump pardons Juan Orlando Hernandez, former Honduran president extradited to the US for narco-corruption. Some sources are trying to find a Prospera angle - Prospera and other ZEDEs were approved under JOH’s administration, and the Prosperans seem to have good MAGAworld connections - but I don’t think this is their top priority, and I don’t know if it requires much explanation for Trump to be pro-right-wing Latin American politicians convicted by the Biden administration. More interesting is that apparently JOH and SBF were cellmates (X), “SBF spent extensive time helping JOH with trial prep” and SBF told an interviewer that “Juan Orlando is the most innocent prisoner I’ve met, myself included.” ChatGPT is not impressed with the Trump/SBF case for JOH’s innocence. Related: JOH’s conservative party on track to win this month’s extremely-close Honduran elections, great news for Prospera if it happens. 45: The “100 Above The Park” building in St Louis (h/t Bobby Fijan on X): 46: The death toll of the ongoing Sudan genocide has risen to about 150,000. Nicholas Kristof writes that the world has once again failed to prevent atrocities, and argues that the most important point of leverage is pressure on the United Arab Emirates, which is arming the genociders. Sam Kriss also writes about the situation in The World’s First Matcha Labubu Genocide, but is unimpressed with Kristof’s take: Sudan is passed over in a deeply uncomfortable silence. The absolute most you can do is blame the Emiratis. From what I’ve seen, more people seem to be appalled at the UAE for its frankly marginal role in arming the RSF than at the RSF itself. This is the approved way of understanding any inscrutably indigenous foreign conflict: you just worm out any third-party involvement and then act like you’ve solved the whole thing. I side with Kristof here, for reasons that Sam himself touches on later in his piece, in a section comparing Darfur with Gaza. It would be very easy to make people care about Darfur again. All it would take is a loud, vocal contingent of RSF apologists in the Western media. I agree, but would frame it less cynically: the reason Westerners pay attention to Gaza is that there’s a lever to push: not only does America support Israel, but many of their friends support Israel, so they can imagine convincing America or at least their friends to stop, and at least feel like there is some remote chance of making a small difference (and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire). On the other hand, we don’t have many levers to affect ethnic Baggara in the Rapid Support Forces of Sudan, so it doesn’t really feel useful to write blog posts arguing that they should stop; obviously they should stop, nobody disagrees with this, and it goes without saying - so nobody says it. But the US does support the UAE, and many of our friends like the UAE or at least go there on vacation, so maybe it’s possible to have make some small difference by embarrassing them. 4D chess take is that Sam Kriss agrees with all of this, but “loudly” and “vocally” argued against it to give people like me a hook to write about this genocide with, in which case I thank him for his sacrifice. It would also be nice to be able to donate, but I don’t know who to trust in the region - other than Doctors Without Borders, who are usually pretty good. 47: The AI Futures Project (group of AI-will-be-fast intellectuals) and the AI As A Normal Technology team (group of AI-will-be-slow intellectuals) wrote an adversarial collaboration in Asterisk explaining what they agree on, for example: That there’s an important distinction between existing AI and “strong AGI”
Inline links: Trump AI czar David Sacks’, neurologist Oliver Sacks, says, Abba Eban was, bio, this article, There Has To Be A Better Way To Make Titanium, If Asians Are Lactose Intolerant, Why All The Milk Tea?, How do different majors change college students’ political beliefs?, https://substackcdn.com/image/fetch/$s_!xR53!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa36d404d-9574-4e25-93bb-7ef4d2ca9f9a_940x606.jpeg, as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
I’ll answer this question with a question: suppose that the polls show that support is concentrated among white people. This is very likely true; white people are usually the biggest tax cut proponents. And we know white people on average own more property than black people, and therefore stand to benefit more. Does this make the tax cuts a form of race warfare? A perpetuation of white supremacy? An example of greedy white people trying to keep minorities down for their own selfish gain? You sure can find one billion people talking about how tax cuts are racially biased or opposed to equity or something (1, 2, 3, 4, 5, 6, 7, 8, 9, 10, etc)
But it gets worse. Consider the way that “capitalism” gets used in socialist spaces. Although there are still a few classical Marxists with a clear conception of what capitalism is and why they hate it, most lefties just use “capitalism” to mean *gestures around expansively at everything*, with no concern about whether it involves market processes at all. Israel bombing Palestine? That’s capitalism. Trump arresting immigrants? Somehow that’s capitalism too. It’s true that our society is very capitalist, and that capitalism touches in some way upon almost everything. But that gets laundered into an excuse to believe you’re being a good communist by hating everything about everything.
What will our children think of Millennials and Zoomers? Might they get mad about wokeness and the pillaging of the American education system for temporary political cred? What about Trump, DOGE, and the decline of federal state capacity? Any of these seems worse than whatever happened in the Boomers’ heyday. The US has a way of bouncing back; maybe it’ll happen again. Still, the Boomers can boast that they passed on a better life to their children. How sure are you that you’ll be able to say the same?
I appreciate this guide to the original intent of the word, but I claim ‘death of the author’ - it seems to me this is more than just a two-year problem. I remember people complaining about hellworld, the broken social contract, the Boomers tearing up the bridge behind them, vanishing opportunities for the young, the blackpill of modern life, etc, well before 2022. Memory can be faulty, but don’t we need something like this to explain the Trump campaign, the Sanders campaign, Chapo Trap House, Red Scare, 4chan, and all the other mid-2010s politicians and media telling us that things were worse than they’d ever been and outrage was the only acceptable response?
> “There is one anomaly, which is that I remember people complaining about the bad economy and the Boomers and hellworld since well before 2020 (consider the Trump and Sanders campaigns), but the official vibes didn’t crash until COVID. Is my memory faulty?”
My own read on the vibes of a lot of people my age (esp. who voted for trump) is that they actually expect *the real sticker price of commodities* to go down as the result of...some unspecified economic corrective policy...and if not, well, things will be bad for whoever is in charge, and this will be true no matter how much anyone makes.
The Trump administration has signaled willingness to allow innovation in this space, so we have at least another three years of friendly regulators - three years when autoforecasters will be improving quickly and AI will be lowering the barrier to starting new businesses. A lot can happen during that time.
2: Donald Trump’s company Truth Social said in October that it’s becoming the world’s first social media platform offering prediction markets via a partnership with crypto.com. This isn’t quite what I want - I don’t think users can create their own prediction markets - but it’s a step forward. Also, think about how much money someone’s going to make by taking the pro-left-wing side of all those trades!
The obvious next question - is Coplan Sr’s work on panic disorder any good? Answer: yes! - he co-published with Donald Klein, whose ventilatory hypothesis of panic revolutionized my understanding of the condition. Great Families theory undefeated.
This past week we saw Clinton pair the idea of President Trump with nuclear disaster, racism, Hitler, the Holocaust, and whatever else makes you tremble in fear. That is good persuasion if you can pull it off because fear is a strong motivator. It is also a sharp pivot from Clinton’s prior approach of talking about her mastery of policy details, her experience, and her gender. Trump took her so-called “woman card” and turned it into a liability. So Clinton wisely pivoted. Her new scare tactics are solid-gold persuasion. I wouldn’t be surprised if you see Clinton’s numbers versus Trump improve in June, at least temporarily, until Trump finds a counter-move.
My prediction remains that Trump will win in a landslide based on his superior persuasion skills. But don’t blame me for anything President Trump does in office because I endorse Clinton.
It all led, inexorably, to Trump.
I have seen people try to walk this back by saying Adams only meant they would be persecuted in some way that was metaphorically equivalent to hunting, but I feel like “good chance you will be dead within the year” is saying he means the kind of hunting which literally kills you, and “police will stand down” means that it will be the sort of extremely illegal thing that police would normally react to. I have seen other people try to link this to examples of Republicans actually getting killed, such as Charlie Kirk. But Adams was telling his readers there was “a good chance” that “they” would be dead within a year, which I think implies this fate happening to a significant proportion of ordinary Republicans, not just one prominent person. Also, Kirk was five years after the comment was posted. Can we dismiss this as a joke? I think Adams has used the manipulation technique of saying things that might or might not be jokes and then strategically sticking to them or saying “What? Me? I was only joking! Haha! You can’t take a joke!” depending on which was more convenient to him at that exact second, enough times that I’m not comfortable letting him have that escape. Also, when I was replying to Joel Pollak about this, I happened to glance at his Twitter account, and one of the top tweets was a repost of someone saying that “The Democrat playbook is to arrest every single person who disagrees with them”. I think if I forced Pollak into some kind of extremely literal frame of mind - maybe asked him to bet money on whether I could tweet the words “the Democrats are wrong about immigration” in my Democrat-controlled state without getting arrested - he would admit that, okay, they don’t want to arrest literally every single person who disagrees with them. He was exaggerating for effect, probably in much the way he’s going to say that Scott Adams was exaggerating for effect. You say stuff like “The Democrats are going to HUNT YOU DOWN and LITERALLY MURDER YOU. They will TORTURE YOUR FAMILY and RAPE YOUR DAUGHTER and EAT YOUR PETS and TURN YOUR HOUSE INTO A CHURCH OF SATAN”, and what you mean is “I disagree with the Democrats and sometimes they go overboard cancelling people”. I have a post called If It’s Worth Your Time To Lie, It’s Worth My Time To Correct It. My thesis is that tolerating claims of “directional correctness” - the thing where someone asks to get a pass because even if they said wasn’t literally true, it “points to” an “emotionally correct” thing - is eventually totally corrosive. It means everyone ratchets up their claims to the highest level they think they can get away with (ie walk back later if challenged, as a motte and bailey). And then you end up with this miasma where maybe 5% of people totally believe you, and 50% of people sort of absorb the connotation and think something like that is true, and then people get terrified of the Democrats and think of them as monsters and treat politics as an existential struggle where they will genuinely get arrested or murdered unless they do it to the Democrats first, and then you get a civil war or something. I think Adams and Pollak’s milieu has in fact reached this point, and their love for these kinds of exaggerations is a big part of the cause. Adams was one of the funniest people in the world. If he was actually telling a joke, you could tell by the fact that you were laughing hysterically. “Democrats will hunt and kill you” isn’t funny. I’ll refrain from judgment about whether it was Adams’ sincerely held belief, some kind of annoying manipulation attempt, or whether Adams even recognized a difference between the two. But I think judging him on the fact that it didn’t happen is completely within bounds. … 3: Comments On The Substance Of The Piece … Zanzibar BuckBuck McFate writes: This business where boomers are tolerant of contradictions and find them amusing whereas millennials are horrified is a dynamic I've noticed as well, it seems to be true in politics also, I myself feel this hunger to be authentic all the time. I think it has something to do with the difficulty children have in putting negativity in context. They can't distinguish between a parent having a bad day and venting, or having an existential crisis. So the 50s guy was half right - you don't have to love your boss in your heart of hearts but careful what you say to your kids. Feral Finster writes: » “This is the basic engine of Dilbert: everyone is rewarded in exact inverse proportion to their virtue. Dilbert and Alice are brilliant and hard-working, so they get crumbs. Wally is brilliant but lazy, so he at least enjoys a fool’s paradise of endless coffee and donuts while his co-workers clean up his messes. The P.H.B. is neither smart nor industrious, so he is forever on top, reaping the rewards of everyone else’s toil. Dogbert, an inveterate scammer with a passing resemblance to various trickster deities, makes out best of all.” Compare with the famous observation that executives are sociopaths, management are clueless, and the workers losers. Yeah, it’s interesting to compare Rao and Adams. Rao formulated his Gervais Principle as a specific response to Adams’ Dilbert Principle, which I guess means Rao thought Adams got it wrong. Did he? The Pointy Haired Boss seems to go back and forth between Clueless and Sociopath, which is probably why Rao thought Adams’ work fell short. Dogbert is clearly Sociopath, but has no permanent role in the corporation, and doesn’t really represent a real thing you can be - his character was a ridiculous scammer who succeeded at near-impossible endeavours (like convincing people he was a Nostradamus-style mystical prophet) because the logic of the strip demanded it. Later, Adams foregrounded the CEO character more, maybe to create a purer Sociopath, letting the Boss go closer to Clueless. This is making me somewhat regret accusing Adams of wanting to be the Pointy-Haired Boss. It would have been fairer (and less of an accusation/surprise) to accuse him of wanting to be Dogbert. But again, Dogbert doesn’t represent a real thing you could be, which might have been why the PHB made a better metaphor. (contra my claim, the cover of Win Bigly shows a mashup of Dogbert and Trump. Fine, Dogbert is a thing one person can be.) You can read my full review of The Gervais Principle here. cincilator writes: Scott Alexander, former tribune of nerds now says that the sneerclub was right about everything all along? I didn’t expect that, let me tell you. Several people interpreted me as attacking nerds. I disagree - I think I was attacking self-hating nerds, because nerdiness is fine and you shouldn’t have to hate yourself for it. To spell it out more explicitly: All nerds must eventually realize they’re not going to immediately dominate everything by intellect alone. This isn’t because intellect isn’t great, it’s because 1) it’s only one of many skills, and 2) you probably aren’t even the person with the most intellect. Again, every mildly-talented person has to face this realization, whether it’s a nerd realizing he won’t be the next Einstein or a jock realizing he won’t be the next LeBron. If someone deals with this using denial (one of Freud’s maladaptive defenses), you get the nerd who says no, I really am the next Einstein, ie a crackpot, aka the sort of person who gets featured on Sneerclub. If they deal with it using reaction formation (another of Freud’s maladaptive defenses), you get the self-hating nerd, aka the sort of person who joins Sneerclub4. If they just deal with it maturely instead of spinning up maladaptive defenses against it, they’re a nerd who is hopefully good-natured and accepting of their nerdiness, and hopefully does some good work in some specific small area, and changes the world in some specific small way (or some very large way, if they can work together with other people and get lucky). Bugmaster writes: I think Adams is basically correct. Yes, facts and evidence do exist and are real; but they have virtually no impact on anything socially important -- i.e., on anything important whatsoever. Memes and charisma and persuasion are what matters if you want to achieve life goals that extend beyound yourself and your immediate family. I worry that Adams (and you) are doing something where unless the average person can solve every problem by facts and intelligence alone, then facts+intelligence lose and memes and persuasion win. But the average person also can’t solve every problem by memes+persuasion alone! If Dilbert is an 80th percentile nerd, the 80th percentile persuader is - I don’t know, a used-car salesman? Dilbert’s probably earning more money, especially nowadays when he could make L5 at Google. And if Donald Trump is a 99.9999th percentile persuader, the 99.9999th percentile nerd is Ilya Sutskever. Probably most people would slightly prefer being Trump to Sutskever, but Sutksever does have a couple billion dollars, plus the more ethereal rewards of genius; it still seems like a pretty good deal. I also think you’re doing a sort of black-and-white thinking here. Every day, great persuaders like Sam Bankman-Fried and Elizabeth Holmes end up in jail, because in fact the things that they said were true were not true. Every day, smooth-talking charismatic manipulators successfully seduce the girl into bed with them, then totally fail to turn it into a happy stable marriage, because after a few years even the dumbest woman catches on and figures out whether her mate provides real value or not. Even Donald Trump has only a 37% approval rating, because he can’t make “we should alienate our allies over Greenland” sound plausible to most of the American people. When someone’s very good at it, persuasion sometimes helps them blur facts around the edges. But that’s it. Nobody except Scott Adams and a few psychotherapists ever go to hypnotist school. Most don’t even go to any formal persuasion classes. That’s because hypnotism/persuasion isn’t really a lifehack that helps you win all the time at everything. If the world’s best hypnotist asked a room of VCs for money with a stupid business plan, he would probably fail. This isn’t to say persuasion is useless, and in certain fields it can be very powerful indeed. But let’s not go crazy and start worshipping it. The grass is always greener on the other side. The nerd sits in his cubicle and thinks “If only I were more charismatic.” But the salesman with the bright teeth and the firm handshake thinks “Man, I bet I could get out of this dead-end job if only I were smarter.”5 … 4: The Part On Race And Cancellation (INCLUDED UNDER PROTEST) … Ilya Lozovsky writes: Ninety percent of this essay is brilliant — smarter and realer than anything anyone else has written about Adams — but the end lost me. It's too generous, to the point of being a whitewash. Adams was vicious and hateful and played a material role in convincing Americans to vote for actual fascism. I don't think it's right to "hand it to him." JJ McCullough (JJM’s Shortstack) writes: Good essay, but I think you kinda yadda-yadda'd away his racist rant, which was extremely explicit and extended. I think it was the opposite of a "bog-standard cancellation," which we think of as being a slightly unfair, overzealous policing of an at least slightly subjectively offensive comment, often from years ago. But Scott went on quite a long diatribe about why black people, as a group, are dangerous and undesirable to be around, and why he, personally, goes out of his way to avoid them. Some conservatives have tried to use "bog-standard" anti-woke logic in defending him, but no, his comments really are quite explicitly and undeniably racist, if that term has any useful definition at all. Alex Wotbot writes: Now, you quoted Adams saying: “the best advice I would give to white people is to get the hell away from black people; just get the fuck away” If this was the intended point, does it really make sense that only the far-left freaked out? It’s kind of important to mention this was within a hypothetical. Suppose a survey reported that 26% of a population believes “The phrase ‘It’s OK to be blonde’ is hate speech” and another 21% weren’t sure if they agree with the statement or not. Now suppose you were blonde, would you hang around that population? Now go read the February 2022 Rasmussen Reports survey. Please do better than this, I don’t want to have to Gell-Mann memoryhole this. Many people had strong opinions on this, so I have to respond to it. But first, I want to make it extra clear in capital letters: I AM DOING THIS IN THE COMMENTS POST, TO RESPOND TO YOUR COMMENTS, AND NOT BECAUSE I THINK IT IS THE MOST IMPORTANT THING. Certain people screenshotted the one paragraph of my ten thousand word essay that discussed this and posted it on Twitter, in order to make it look like I was joining in some kind of chorus of liberals reducing Adams to his worst moment. I posted what I thought was a no-nonsense, factual description of what happened, in order not to be accused of hiding it or covering it up. It was the least important part of my essay, I’m aware that writing about it at all opens me to attack from both sides, and I discuss it here only to respond to all of you who wanted to know my opinion on it. Just don’t screenshot it on Twitter and say “LOOK SCOTT IS STILL HARPING ON THE RACE THING”, that’s all I’m asking. That having been said… To make sure we’re all on the same page - Adams’ comments were prompted by this poll, conducted February 2023. The question was: “Do you agree or disagree with this statement: ‘It’s OK to be white’” Among blacks, 53% agreed, 26% disagreed, and 21% were “not sure”. Among whites, the numbers were 81/7/13. Here’s the video of Adams’ comments: Transcript: If nearly half of all blacks are not okay with white people - according to this poll, not according to me - that’s a hate group. And I don’t want to have anything to do with them. And I would say, based on the current way things are going, the best advice I would give to white people is to get the hell away from black people. Just get the f**k away. Wherever you have to go. Just get away. Cause there’s no fixing this. This can’t be fixed. You just have to escape. That’s what I did. I went to a neighborhood with a very low black population. Because unfortunately, there’s a high correlation between the density - this is according to Don Lemon, here I’m just quoting Don Lemon, who said when he lived in a mostly black neighborhood, there were a bunch of problems he didn’t see in white neighborhoods. So even Don Lemon sees a big difference, for your quality of living, based on where you live and who’s there. So I think it makes no sense whatsoever as a white citizen of America to try to help black citizens anymore. It doesn’t make sense. Because there’s no longer a rational impulse. And so I’m… I’m gonna, uh, I’m gonna back off from being helpful to black America, because it doesn’t seem like it pays off. Like I’ve been doing it all my life, and I’ve been… the only outcome is I get called a racist. That’s the only outcome. [cackles] It makes no sense to help black Americans if you’re white… it’s over. Don’t even think it’s worth trying. Totally not trying. Is this racist? I have a piece called Against Murderism, where I talk about why it’s so hard for people to agree on questions about “racism”. The summary: although it would be possible to have someone be purely, axiomatically racist - having it be a premise of their reasoning that they hate black people - in practice few people are like this. More typically, people have some argument more like: I don’t like [specific bad thing]
Inline links: https://substackcdn.com/image/fetch/$s_!KA_U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa2cb6162-0262-4c4c-8048-e8355f38967a_900x280.gif, If It’s Worth Your Time To Lie, It’s Worth My Time To Correct It, writes, writes, the famous observation that executives are sociopaths, management are clueless, and the workers losers, The Gervais Principle, writes, 4, writes, 5, writes, JJM’s Shortstack, writes, writes, this poll, Against Murderism
“systems are better than goals” The main idea, that by changing my thoughts I can change my reality, is simple but went a long way for me. It opened up my imagination to what’s possible and made my thinking more positive. Cinna the Poet writes: To share a different perspective on Adams, my uncle was an avid follower. He went from being a principled libertarian whose ideas I respected very much to (I’m sad to say) an alt right bigot. Under the influence of Adams, he had no interest anymore in objective truth or the actual scientific method. Reality was all a matter of spin and “persuasion.” The phrase “post truth” gets thrown around too much, but Adams fit that description perfectly. Alex Poterack writes: I just need to note you’re not the only one who read every Dilbert book before graduating elementary school. I’m the other one. Dozens of people chimed in, here and on social media, to say they did this too. Alyssa Briggs writes: This is a great article, but you left out that he handed out king-sized candy bars on Halloween. He will be very missed by the local kiddos. … 6: Summary/Updates … This was a tough post to write, and I think many people will continue to find it unfair. For example, I claimed that Adams said he joined Team Trump because he didn’t want to pay Hillary’s proposed estate tax - and that he said he didn’t care whether the estate tax was unfair or not, he just personally hated the idea of losing money. But an Adams backer could justly point out that a few sentences later, he does talk about how it’s unfair to make him pay an estate tax when he worked hard his whole life. And then a few paragraphs later, he gives a different, more sympathetic story about how he thought Hillary supporters were bullies and it was important to stand up to them (although he then says maybe Trump supporters were exactly equal bullies, but he selfishly was more against the bullies who were bullying him - but then elsewhere he says no, the Hillary supporters’ bullying was worse.) Adams keeps trying to eat his cake and have it too. He gives one prosocial altruistic explanation (so that if someone accuses him of being selfish, he can show they’re wrong), and then one amoral selfish explanation (so that if someone argues with him about whether it’s really altruistic to oppose estate taxes for millionaires, he can say “Ha, you can’t get me, I already admitted I’m a cold hard realist who doesn’t worry about that kind of fuzzy stuff.”) This is much like how he first said Donald Trump was amazing (but didn’t endorse him), then said he was endorsing Hillary Clinton (but only for his own safety), then endorsed libertarian Gary Johnson (???), then when it looked like Trump would win again walked it back and said obviously he had really been for Trump the whole time. If someone else had won, he would have spun a story where his endorsement of them had been real. He admits all of this! So someone who is charitably inclined to Adams can tell a story where he’s a great predictor, has always done everything for good patriotic altruistic reasons, and only teaches persuasion so that people can better understand themselves and their world. Someone who is uncharitably inclined can tell a different story where his predictions are mostly wrong, he does everything for selfish reasons, and uses persuasion to manipulate others and enrich himself. I usually try to err on the side of charity. But Adams is wearing a metaphorical “I AM GOING TO USE YOUR CHARITABLE INSTINCTS TO MANIPULATE YOU” t-shirt. So I’m happy to suspend charity in this case and judge him on some kind of average of his conflicting statements, or even to default to the less-advantageous one to make sure he can’t get away with it. So here are the updates I made based on your comments: Adams wasn’t an ivermectin true believer, and although my piece very narrowly avoided saying that he was, I should have been clearer about this and avoided implying it.
This is my second time having this argument - the first was my Elegy For John McCain, which failed much worse - basically everyone thought it was unfairly negative to him and inappropriate just after his death. That was eight years ago, I don’t think I’ve done any more posts, positive or negative, on people’s deaths since then, and I felt ready to try again. For what it’s worth, I still like the elegy, and am glad I memorialized McCain in some way. This became more awkward after I found out that Adams had said several nice things about me. Sandeep writes: Among the numerous intellectual gifts I have received from reading Scott Adams is that I started reading slatestarcodex on his recommendation (which then had a huge influence on me). I had known about slatestarcodex even before, but it was Adams’ recommendation that gave me the energy to overcome my reading-inertia and start poring through long articles of Alexander. I think I’d heard that Adams recommended me at one point, but forgotten by the time I wrote this post. Here’s one of his articles saying nice things about me; someone else dug up a kind tweet, though it was in response to someone else’s deleted message and I couldn’t see exactly what he was praising. I don’t want to have a blanket policy of never criticizing anyone who’s nice to me; it seems corrupt in the sense of “replacing my journalistic judgment with a policy of praising anyone who gives me favors”. On the other hand, the deepest circle of hell is supposedly reserved for people who betray their benefactors, and this makes game theoretic sense. Without having a general solution to this problem. In this situation, I mainly considered the point above - I don’t think this was a fully hostile article, and so I didn’t run my full “is it appropriate to write a hostile article about this person?” check. But secondarily, I think Adams linked my blog post as part of the usual blogosphere activity of recommending interesting links, not as a specific attempt to kindle a friendship with mutual obligations. If I were his friend, then I hope I would understand him well enough to know whether he would want a mixed memorial like this (and if not, I wouldn’t do it). @Eigengender on Twitter ran a poll, and found that: …which makes me more confident that I landed on the tone I wanted. And several people commented that the essay seemed pro-Adams, or made them like Adams more: Joel McKinnon writes: As a chronic sufferer of TDS I've fallen into the "the friend of my enemy is my enemy," and long stopped having any respect for this other Scott A. The post did a great job of contextualizing a complicated and intelligent man's life and ideas. Jonathan Lipschutz writes: I loved Dilbert! He had a remarkable ability to identify the absurdity of life/reality. I was not aware of so much other material/information/‘wisdom’?!/ideas. It seems to me he was a true, great contributor to America and Americans and Western intellectual discourse in the vain of other greats like Mark Twain. What I learned from your piece, which was absolutely amazing in its own right and shined throughout as a tribute and labor of love, was [Adams’] humanity. He was labeled as a racist, which i believe to be bunk and a lack of honesty/courage with addressing the point/argument he was making. He was an eminently flawed human being, like all humans, but he was also acutely aware of this and tried to help others with humor and honesty. Pointing out ways humans fall short, including himself. But he used his special powers in the service of intellectual honesty/inquisitiveness/love for his fellow human beings. Banjo Kildeer writes: This is a wonderful piece. Your love for Scott Adams shines through. @disgruntledcho1 writes: [This] made me actually feel warmly for Scott Adams, a thus-far unparalleled feat. The most important question is whether Scott Adams himself would have appreciated the post, and this convinces me that he would have. One of Adams’ favorite persuasion topics was what he called “Two Movies On One Screen”, where people would come away from the same event with totally different narratives - for example, a Democrat might watch a Trump speech and conclude that Trump had openly and clearly announced his racism, while a Republican watching the same speech might think that Trump had just said something patriotic and hadn’t mentioned race at all. Whatever his opinion on what I said, I’m sure he would have found your reactions hilarious. … 2: Was I Unfair To Adams? … Leo Abstract writes: [The problem with your eulogy] isn’t that it was harsh--he was harsher to himself, frequently. (i.e. when he said he realized at age 8, sadly looking at his nerdy little face in the mirror, he was gonna have to ‘get rich’). [The] problem is it was just wrong, and seemed badly(or un-)researched. His interest in persuasion was teaching people when others were doing it to them, not teaching them to do it to others. His interest in Trump was Trump doing it BACK at the media, not on his poor voters. Disagree. Adams’ book Win Bigly includes Persuasion Tips, persuasion checklists, and a Persuasion Resource Reading List, all of which take it as a given that he is teaching you to persuade others: I haven’t watched his videos, but they have names like You Could Be MUCH More Persuasive, The Persuasion Playbook (“Learn practical techniques to harness the power of persuasion”), and Persuasion Techniques That Will Improve Your Business And Life. Adams absolutely did not limit his interest in Trump’s persuasion to the media, and praised Trump (for example) using persuasion techniques to take down other Republican candidates. You can find his discussion of how Adams “publicly predicted Ben Carson’s demise” after Trump acted out a mocking version of Carson’s description of getting stabbed in the belt buckle (according to Adams, a masterful example of “visual persuasion”). Leo continues: A good example would be spinning a whole tale about him as an ‘ivermectin true believer’, when he was open about his skepticism. if you knew his history with medically-assisted suicide, you’d know he didn’t plan on fighting the cancer and only did IVM because his fans begged him. I half-apologize for this one. I didn’t try to “spin a whole tale” about Adams as “an ivermectin true believer”. What I said was: » “In 2024, diagnosed with terminal cancer, Adams decided to treat it via ivermectin, according to a protocol recommended by fellow right-wing contrarian Dr. William Makis. This doesn’t seem to me like a story about a cynic milking right-wingers for the grift. It sounds like a true believer.” I stand by that paragraph. I don’t think someone who was milking right-wingers as a cynical grift would have gone so far as to trust their recommendations on what to take for his cancer. I think Adams became a sincere right-winger, and so was willing to listen to right-wing medical advice. But I agree that it was written sloppily and sort of suggests he was an ivermectin true believer. He wasn’t, and I apologize for that. I later realized I didn’t need to read tea leaves about this - he says, very explicitly, in one of his books, that yes, after getting attacked by too many left-wing trolls, he decided to commit to fully joining the right wing: » “If you want to see the world more clearly, avoid joining a tribe. But if you are going to war, leave your clear thinking behind and join a tribe. Trumped joined the Republican tribe to win the presidency. Now I was joining the Trump tribe. For a war against Hillbullies [ie pro-Hillary Clinton bullies]. I was all in.” After I made some of these arguments to Leo, he said: I do think that people who listened to thousands of hours of him speaking off-the-cuff might have a better understanding than someone attempting to gain the same by reading a few of his old blog posts. This is a fair criticism. I tried listening to a couple of his shows, and they had a different, friendlier tone than his books / interviews / tweets. Arguably Adams thought of formal written communication as a place to do manipulation, and verbal communication as a cozier spot where he could relate to people normally and explain all the manipulation he was doing. @Ashwin V writes: If you knew anything about Scott, you would know that he never considered anyone a "lesser human" as you've so confidently asserted. He was streaming and trying to pass on his wisdom on his death bed. This was a response to my claim that Adams “longed to be a manipulator of lesser humans”. Several people including Ashwin objected that Adams didn’t see anyone as lesser, nor think of manipulation as demeaning. For example, nutter_just: “Your error is in thinking you must be a lesser human to be manipulable. My impression was Scott believed everyone was like this even himself which is why he believed self affirmations worked. It’s you manipulating your dumb self.” Again, I’ll half-apologize. I regret my exact framing (“lesser humans”), which I think was unnecessarily inflammatory since it implies he was sort of thinking in those terms. But I think he was doing a bad thing which requires that on some philosophical level he has to be treating other people as his lessers in an unacceptable way, even if he wasn’t consciously thinking that they were. I think trying to manipulate people is inherently demeaning to the dignity of humankind. Nor is it exonerating to say “I also manipulate myself” (even if this is true). For analogy, suppose that Adams was a literal telepathic mind controller. If he used his powers on himself (mind controlling himself to work harder), that sounds like a good lifehack. But if he used his powers to turn everyone else into his zombie slaves, he would be offending the dignity of humankind, and “I also use my powers on myself!” would be no excuse. There are a thousand edge cases, complications, things that are sort of manipulation but not quite, and ways that some of those things might be permissible for the greater good. But none of them change the fact that in the simplest and most typical of cases, like the telepathic mind controller with his zombie slaves, manipulation is wrong. One might object that there are simple, typical cases on the other side too. When a job candidate shaves, dresses nicely, and gives a firm handshake, this is in some sense “manipulating” the interviewer, since it’s an attempt to influence his decision through some channel other than facts. I can’t draw a perfect bright line here between the good and the bad cases, but I would apply tests like “is this an attempt to more effectively convey true information?” (eg when I shave, it conveys that I’m capable of remembering to shave and care a lot about the interview), “is this something where failing to do the thing would also convey even more information?” (eg if I didn’t shave, it would falsely suggest I really didn’t want the job), and “is this something where the target has basically given implied consent to this level of manipulation” (eg the interviewer wants and even hopes that people will dress nicely for the interview). I think some of Adams’ manipulations seem closer to the bad cases than the good ones. He wrote about the moment he decided to use his persuasion powers to convince America to elect Trump. One day when he was doing his dispassionate observer act, he heard about Hillary’s estate tax plan and realized it would cost his estate lots of money. He had no particular principled stance against it (“You can argue whether an estate tax is fair or unfair, but fairness is an argument for idiots and children”) but concluded that: This was personal. This was also the day I decided to move from observer to persuader. Until then I was happy to simply observe and predict. But once Clinton announced her plans to use government force to rob me on my deathbed, it was war. Persuasion war.” Accepting for the sake of argument that Adams’ persuasive powers are as impressive as he thinks, he manipulated thousands of people who might have stood to benefit from an estate tax, or who sincerely believed in fairness-based arguments for an estate tax, to vote against their own interests/beliefs, in order to enrich him personally1. I think this requires some sort of standpoint where you consider their agency and interests less important than your own, and that’s why I described him as wanting to manipulate “lesser humans”. This coexists with him often being very nice, with many people saying his podcast helped them become better people, etc. @janiesaysyay writes: This essay is a great demonstration of the kind of leftist, myopic thinking Scott [Adams] was fighting. This is how [Alexander] describes [Coffee With Scott Adams], one of the most influential online shows: » "I had been vaguely aware that he had some community around him, but on the event of his death, I tried watching an episode or two of his show. I couldn’t entirely follow..." “Some community"?! CWSA was one of the first long running, online, interactive, alternative news shows. Scott was a trailblazer host with his reasonable, thoughtful take on current events, often describing the "2 screens” views of both the left and right political opinions on current events. Scott [Adams]' question and answer discussions with his audience brought varied insights, and gave Americans a nuanced view of news. At the end of his life, Scott was highly influential in American thought, culture and politics. CWSA made it acceptable to be an American, someone who was proud of the country, unashamed of their race; proud of the culture, and proud of the heritage which built the country. This made me wonder whether I was underestimating the reach of Adams’ podcast, so I tried to find statistics. CWSA ranks 50th on Apple’s top 100 news/politics podcasts2. It’s very close to the rankings of Jen Psaki (Biden’s ex-press-secretary) and Al Franken (ex-Senator), but also to very many people I have never heard of. I’m not sure how to interpret this. Comparing YouTube subscribers of Adams and various other podcasts I’ve heard of, all numbers in thousands: Joe Rogan: 21,000
Inline links: Elegy For John McCain, writes, Here’s one of his articles saying nice things about me, ran a poll, writes, writes, writes, writes, writes, https://substackcdn.com/image/fetch/$s_!8Dya!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6aea0e56-b1a1-48ca-84ab-406017ae27a1_1618x462.png, You Could Be MUCH More Persuasive, The Persuasion Playbook, Persuasion Techniques That Will Improve Your Business And Life, writes, nutter_just, https://substackcdn.com/image/fetch/$s_!r4fL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d643c5f-b24c-4f01-baad-963686d680da_560x174.jpeg, 1, writes, 2, https://substackcdn.com/image/fetch/$s_!wOcC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F141d78d7-8756-4ed6-bc53-081bac795a0a_728x250.png
32: 60 Minutes recorded a segment on CECOT (El Salvador torture prison being used by Trump administration), then tried to suppress it (probably under indirect pressure from the administration), then changed its mind and showed it after all (see here for discussion of whether this summary is fair). I was heartened to see that someone leaked it to Substacker Yashar Ali. I have a bias towards Streisand Effect-ing things that get suppressed like this, so I’ll link it here even though it got on 60 Minutes eventually anyway.
Inline links: see here for discussion of whether this summary is fair, leaked it to Substacker Yashar Ali
19: Related: OpenAI’s president was Trump’s SuperPAC’s largest individual donor in the second half of 2025. This shouldn’t be interpreted as his personal preference; it’s OpenAI funneling money to Trump in a plausibly deniable way. Some people have started a boycott campaign, apparently with 100,000 people signing on…
At the same time, there are rumors that the Trump administration is working on an executive order to declare a national emergency and take control of elections. The order would say that foreign countries have been rigging US elections (some commenters speculate that maybe Maduro could be granted clemency for “admitting” to this), and respond with a series of extreme measures. These would include banning voting machines, restricting vote-by-mail, and requiring all voters to re-register before the election. For what it’s worth, Trump has denied all of this, although his previous denial of Project 2025 makes this less reassuring.
Inline links: an executive order, denied all of this
America will hold midterm elections on November 3. Incumbents always have a hard time during midterms, and Trump’s approval rating is low, so it’s expected to be a good year for Democrats. Prediction markets expect them to win at least the House (80% chance) and maybe even the Senate (20 - 40% chance).
At the same time, there are rumors that the Trump administration is working on an executive order to declare a national emergency and take control of elections. The order would say that foreign countries have been rigging US elections (some commenters speculate that maybe Maduro could be granted clemency for “admitting” to this), and respond with a series of extreme measures. These would include banning voting machines, restricting vote-by-mail, and requiring all voters to re-register before the election. For what it’s worth, Trump has denied all of this, although his previous denial of Project 2025 makes this less reassuring. It looks like the markets are saying that Trump will try something, but maybe not the full executive order under discussion.
The argument in favor: Gavin Newsom cares about the tech industry. And SEIU cares about Gavin Newsom. Governor Newsom has been eyeing the Democratic presidential nomination in 2028. He needs a reputation as a Sensible Moderate and plenty of billionaire donors. And there’s a clear path to the latter - as Silicon Valley tires of Trump’s random acts of economic devastation, some tech leaders are starting to regret their flirtation with right-wing populism and wonder whether the other side has a better offer. If everything goes exactly right, he can make it work. Instead, there’s this wealth tax, coming at the worst possible time. Newsom really, really wants it to go away. So, Politico reports, he’s been meeting with SEIU leader Dave Regan to see what’s on offer:
Inline links: Politico reports
Every few weeks, a Trump administration official comes up with an insane plan that would devastate some American industry, region, or demographic. Maybe an Undersecretary of the Interior decides that aluminum is “woke” and should be banned. They circulate a draft order saying it will be illegal for US companies to use aluminum, starting in two weeks, Thank You For Your Attention To This Matter.
I’ve been on the periphery of a handful of these campaigns, usually in medicine or AI. The common thread is that protests by liberals rarely work. The Trump administration loves offending liberals! If every Democratic member of Congress condemns the plan to ban aluminum, that just proves that aluminum really was “woke”, and makes them want to do it more. What works, sometimes, is objections/protests from Republicans and Trump supporters.
Yes, the Trump administration has been horrible. But these people have prevented it from being, well, slightly worse. You can see this most clearly in the difference between Trump I and Trump II. In Trump I, there were far more of these people, and they could do a better job keeping Trump’s worst impulses in check. But even in Trump II, people have talked Trump out of crazy ideas so often that there’s a famous acronym proposing that it “always” happens: T.A.C.O. Just last month, RFK Jr’s FDA made an unprecedented attempt to cancel its review of a potentially revolutionary flu vaccine. After what I assume was a concerted campaign, they chickened out and reversed course, and we’ll probably all be slightly healthier.
Inline links: T.A.C.O., a potentially revolutionary flu vaccine
Backlinks
- “But” vs. “Yes, But”
- [[entities/concept/resistance|#Resistance]]
- 1DaySooner’s Trump II Health Policy Proposals
- 2016 election
- 2020 election
- 2020 Predictions: Calibration Results
- 2024 US election
- 4chan
- 538
- 11
- 11 trutherism
- A Modest Proposal For Republicans: Use The Word “Class”
- A16Z
- Aaron Peskin
- Aaronson
- ACX Endorses Harris, Oliver, Or Stein
- ACX Local Voting Guides
- ACX Survey Results 2025
- Adobe Illustrator
- Aella
- Against Against Boomers
- AI
- AIFP
- Al Franken
- Aleister Crowley
- Alex Bores
- Alex Jones
- Alex Tabarrok
- alt-right
- Amazon
- America
- American Psychological Association
- Americans
- Anatoly Karlin
- Anthony Fauci
- Anthropic
- Antifa
- Antonin Scalia
- AOC
- Apple
- Aristides
- artificial intelligence
- Asterisk
- Astral Codex Ten
- Ayatollah
- Ayatollah Khomeini
- Azerbaijan
- Babylon Bee
- Barack Obama
- barberpole theory of fashion
- Bari Weiss
- Bayes’ Theorem
- Ben Carson
- Ben Shapiro
- Benjamin Netanyahu
- Bentham Bulldog
- Beowulf888
- Bernie
- Bernie Sanders
- Betfair
- Biden
- Big Pharma
- Big Tech
- Bill Gates
- Bitcoin
- Bitcoin
- Black Lives Matter
- BLM
- BLM
- Bluesky
- Boaz Barak
- Bobos In Paradise
- Book Review: Antifragile
- Book Review: First Sixth Of Bobos In Paradise
- Book Review: Modi - A Political Biography
- Book Review: The New Sultan
- Book Review: The Origins Of Woke
- Book Review: The Revolt Of The Public
- Book Review: The Rise Of Christianity
- Book Review: Why We’re Polarized
- Books: G
- Books: H
- Books: S
- Boomer
- Boris Johnson
- Brands
- Brasilia
- Brian Dahle
- Bride Of Bay Area House Party
- Bronze Age
- Bryan Caplan
- Buddhists
- Bush
- Byrne Hobart
- California
- California Gubernatorial Candidates From Z to Z
- California Medical Association
- CalMatters
- Cambodia
- cancel culture
- capitalism
- Caplan
- Castro
- CFTC
- Chapo Trap House
- ChatGPT
- Chavez
- China
- Chris Best
- Christian
- Christianity
- Christians
- Chuck Schumer
- CIA
- Cicero
- City Journal
- climate change
- Clinton
- CNN
- Coinbase
- Communism
- Compton
- Concepts: 0-9
- Concepts: A
- Concepts: B
- Concepts: C
- Concepts: D
- Concepts: E
- Concepts: F
- Concepts: H
- Concepts: I
- Concepts: L
- Concepts: M
- Concepts: N
- Concepts: other
- Concepts: Q
- Concepts: R
- Concepts: S
- Concepts: T
- Concepts: U
- Concepts: V
- Concepts: W
- Concepts: Y
- Concepts: Z
- Congrats To Polymarket, But I Still Think They Were Mispriced
- Congress
- Conservatives
- Conspiracies of Cognition, Conspiracies Of Emotion
- Constitution
- Contra Drum On The Fish Oil Story
- Contra Hanania On Partisanship
- Contra MR On Charity Regrants
- Contra Stone On EA
- Contra Weyl On Technocracy
- Court packing
- COVID
- COVID vaccine
- COVID-19
- Crimea
- critical race theory
- crypto
- Cuba
- Curtis Yarvin
- Daniel Eth
- Daniel Reeves
- David Shor
- Dawkins
- DC
- Dean Ball
- deep state
- Deepa
- Defund The Police
- DEI
- Deliberative Alignment, And The Spec
- democracy
- Democrat
- Democrat
- Democratic
- Democratic Party
- Democrats
- Democrats
- DeSantis
- Destiny
- Dictator Book Club
- Dictator Book Club: Chavez
- Dictator Book Club: Orban
- Dictator Book Club: Putin
- Dictator Book Club: Xi Jinping
- Dimes Square
- DNC
- DOGE
- Donald Trump
- Dow
- Dresden
- acc
- EA Forum
- EA Forum
- eBay
- effective altruism
- Einstein
- Eliezer Yudkowsky
- Elizabeth Warren
- Elon
- Elon Musk
- Elvis
- EPA
- Erdogan
- Erik Hoel
- Ethan Strauss
- Ethereum
- Ethereum
- EU
- European Union
- Events: 0-9
- Events: G
- Events: I
- Events: J
- Events: O
- Events: R
- Events: S
- Events: W
- Executive Order 11246
- Ezra Klein
- Failure To Replicate Anti-Vaccine Poll
- Fascism
- Fascism Can’t Mean Both A Specific Ideology And A Legitimate Target
- FBI
- FDA
- federal government
- Federal Reserve
- Films
- First Sigma
- fluvoxamine
- Forbes
- Fortune 500
- FOX
- Fox News
- Freddie de Boer
- From Nostradamus To Fukuyama
- FTX
- Game Theory Of Michigan Muslims
- GamerGate
- Gavin Newsom
- Gaza
- GDP
- George Floyd
- George Floyd protests
- George H. W. Bush
- George Mason University
- George Washington
- Gitmo
- Going Infinite
- Goldman Sachs
- Google Trends
- GOP
- Grading My 2018 Predictions For 2023
- Grading My 2021 Predictions
- Greenland
- Grok
- Guam
- Guantanamo Bay
- GW Bush
- Hacker News
- Hamas
- Hanania
- Hank Wilbon
- Hardball Questions For The Next Debate
- Harris
- Harry Potter
- Harvard
- Harvard
- Hell
- Henrietta Lacks
- Herbert Hoover
- HHS
- High Modernism
- Highlights From The Comments On “Don’t Look Up”
- Highlights From The Comments On Class
- Highlights From The Comments On Culture Wars
- Highlights From The Comments On Dating Preferences
- Highlights From The Comments On Fatima
- Highlights From The Comments On Ivermectin
- Highlights From The Comments On Kids And Climate Change
- Highlights From The Comments On March Links
- Highlights From The Comments On Orban
- Highlights From The Comments On Putin
- Highlights From The Comments On Scott Adams
- Highlights From The Comments On Self-Determination
- Highlights From The Comments On Social Model Of Disability
- Highlights From The Comments On The Media Very Rarely Lying
- Highlights From The Comments On Vibecession
- Hillary
- Hillary Clinton
- Hitler
- Homeland Security
- Homer
- House
- House of Representatives
- House Of Strauss
- Hugo Chavez
- Ibram X Kendi
- If It’s Worth Your Time To Lie, It’s Worth My Time To Correct It
- If It’s Worth Your Time To Lie, It’s Worth My Time To Correct It
- Illuminati
- Ilya
- Ilya Sutskever
- Independents
- Indiegogo
- Industrial Revolution
- Information Markets, Decision Markets, Attention Markets, Action Markets
- Infowars
- InfoWars
- intelligentsia
- Internet
- intersectionality
- Interview Day At Thiel Capital
- Iowa
- Iran
- Iraq
- Iraq War
- IRL
- IRS
- ISIS
- Islam
- Israel
- It’s Still Easier To Imagine The End Of The World Than The End Of Capitalism
- Italians
- Ivy League
- January 6
- JD Vance
- Jeff Maurer
- Jeff Sessions
- Jefferson
- Jews
- Jiang Zemin
- Joe Biden
- Joe Rogan
- Joel Long
- John McCain
- John Roberts
- John Schilling
- Jonathan Haidt
- Jordan Peterson
- Joseph Smith
- Kalshi
- Kamala
- Kamala Harris
- Kanye West
- Karl Friston
- Kashmir
- Kelsey Piper
- Kennedy
- Kenosha
- Kevin Drum
- Kim Jong-Un
- Kirsch
- KKK
- Koch Brothers
- Koran
- Lake Tahoe
- Latinos
- Latinx
- Lawrence Lessig
- Le Corbusier
- Lebanon
- Lee Kuan Yew
- Left
- Less Wrong
- LGBT
- liberal democracy
- liberals
- liberty
- Lincoln
- Links For April
- Links For April 2025
- Links For August 2023
- Links For December 2022
- Links For December 2024
- Links For December 2025
- Links For February 2025
- Links For February 2026
- Links For January 2024
- Links For July
- Links For July 2025
- Links For May 2023
- Links For November
- Links For October
- Links For October 2025
- Links For September 2023
- Links For September 2024
- LK-99
- LLMs
- Long COVID
- Lyman Stone
- Maduro
- Mafia
- MAGA
- MAGA movement
- Manifold
- manosphere
- 24
- 23
- 24
- 22
- 24
- Mantic Monday: Grading My Trump Predictions
- Mantic Monday: Groundhog Day
- Mantic Monday: Judging April COVID Predictions
- Mantic Monday: Judgment Day
- Mantic Monday: Mantic Matt Y
- Mantic Monday: Predictions For 2021
- Mantic Monday: Scoring Rule Controversy
- Mantic Monday: The Monkey’s Paw Curls
- Mantic Monday: Twitter Chaos Edition
- Mao Zedong
- Mar-a-Lago
- Marginal Revolution
- Mars
- Martin Luther King
- Marvel
- Marxism
- Marxist
- Matt Yglesias
- Matt Yglesias Considered As The Nietzschean Superman
- Max Roser
- Maxim Lott
- McCain
- media
- Median Voter Theorem
- Mercatus
- Mercatus Center
- Meta
- metaverse
- metis
- Mexican
- Michael Brown
- Michael Moore
- Mike Pence
- Milei
- Miles Brundage
- Millennials
- Ministry of Finance
- Mira Murati
- MIRI
- Mitch McConnell
- Mitt Romney
- 25
- Modi
- Moldbug
- Moldbug Sold Out
- Money Saved By Canceling Programs Does Not Immediately Flow To The Best Possible Alternative
- Montenegro
- Most Mentioned Entities
- MRAs
- Mt. Rushmore
- Musk
- Muslims
- My 2024 Presidential Debate
- My California Ballot 2022
- My Presidential Platform
- Myanmar
- Nancy Pelosi
- Nate Silver
- National Geographic
- National Guard
- NBC
- neoreaction
- New Atheism
- New Atheists
- New York Times
- New Yorker
- Newsom
- Nicaragua
- Nicholas Decker
- Nicholas Reville
- Nick Fuentes
- Nick Land
- Nikki Haley
- Nils Wendel
- NIMBY
- Nixon
- Noahpinion
- Nostradamus
- NPR
- NVIDIA
- NYC
- NYT
- Oakland
- Obama
- Obamacare
- Oliver
- OnlyFans
- Open Thread 169
- Open Thread 354
- Open Thread 377
- Open Thread 380
- Open Thread 399
- OpenAI
- Orban
- Organizations: 0-9
- Organizations: A
- Organizations: B
- Organizations: C
- Organizations: D
- Organizations: E
- Organizations: F
- Organizations: G
- Organizations: H
- Organizations: I
- Organizations: M
- Organizations: N
- Organizations: O
- Organizations: P
- Organizations: R
- Organizations: S
- Organizations: T
- Organizations: U
- Organizations: W
- Organizations: Y
- Orthodox Church
- Oscars
- Our World In Data
- Ozy
- Ozy
- Palestine
- Patrick McKenzie
- Pentagon
- People: A
- People: B
- People: C
- People: D
- People: E
- People: F
- People: G
- People: H
- People: J
- People: K
- People: L
- People: M
- People: N
- People: O
- People: P
- People: R
- People: S
- People: T
- People: V
- People: W
- People: X
- People: Y
- PEPFAR
- Perot
- Peter Thiel
- Pew
- Philosophy Bear
- Piketty
- Places: A
- Places: B
- Places: C
- Places: D
- Places: G
- Places: H
- Places: I
- Places: L
- Places: M
- Places: P
- Places: S
- Places: U
- Places: V
- Platform
- Pol Pot
- Politico
- Polymarket
- Prediction Market FAQ
- Prediction Markets Suggest Replacing Biden
- PredictIt
- President Biden
- President of the United States
- President Trump
- Princeton
- Prop 36
- Prussia
- Publications: A
- Publications: B
- Publications: C
- Publications: E
- Publications: H
- Publications: I
- Publications: M
- Publications: N
- Publications: S
- Publications: T
- Publications: U
- Publications: W
- Putin
- Q
- QAnon
- Qualia Research Institute
- slatestarcodex
- Rand Paul
- rape culture
- Razib Khan
- RCP8.5
- RCTs
- Reagan
- Recursive Adaptation
- Renal Physicians Association
- Republican
- Republican
- Republican Party
- Republicans
- Republicans
- RFK Jr
- Richard Hanania
- Richard Lynn
- Richard Ngo
- Richard Spencer
- Rio Grande
- RNC
- Robert Anton Wilson
- Robert Moses
- Rod Dreher
- Rodney Stark
- Roe v. Wade
- Roe v. Wade
- Romans
- Ron DeSantis
- Ron Paul
- Ross Douthat
- Rubio
- Russia
- Russiagate
- Russian
- Saddam
- Salvador
- Sam Altman
- Sam Kriss
- San Francisco Bay Area
- Sanders
- Sanders campaign
- Sandy Hook
- Sarah Constantin
- Satoshi Nakamoto
- Saudi Arabia
- Schelling point
- Scientology
- Scott A
- Scott Aaronson
- Scott Adams
- Scott Alexander
- SCOTUS
- Secret Of Our Success
- Secrets Of The Median Voter Theorem
- Seeing Like A State
- SEIU Delenda Est
- Senate
- Seneca
- Shayne Coplan
- Shingles vaccine
- Sholom
- Silicon Valley
- Singularity
- SJW
- Slate
- Slate Star Codex
- Smarkets
- Snopes
- social justice movement
- social media
- socialism
- Some Practical Considerations Before Descending Into An Orgy Of Vengeance
- Son Of Bride Of Bay Area House Party
- Soros
- Sorry, I Still Think I Am Right About The Media Very Rarely Lying
- Sorry, I Still Think MR Is Wrong About USAID
- South
- South China Sea
- Soviet
- Soviet
- Soviet
- Soviet Communism
- Sri Lanka
- SSC
- Stalin
- Star Wars
- Starship
- State Department
- State of the Union
- Statement on New York Times Article
- Stein
- Steve Bannon
- Steve Kirsch
- Steve Sailer
- Steven Pinker
- Still Alive
- Stormfront
- Strawberry
- Stuart Ritchie
- Subscrive Drive ‘25 + Free Unlocked Posts
- Substack
- Substack
- Substack
- Superbowl
- superforecasting
- Support Your Local Collaborator
- Supreme Court
- synagogue
- Syria
- Taleb
- Tech PACs Are Closing In On The Almonds
- Ted Cruz
- Tesla
- The Atlantic
- The Daily Beast
- The Daily Show
- The Dilbert Afterlife
- The Economist
- The Intercept
- The New York Times
- The Origins Of Woke
- The Other COVID Reckoning
- The Ozempocalypse Is Nigh
- The Pope
- The Populist Right Must Own Tariffs
- The Psychopolitics Of Trauma
- The Rise And Fall Of Online Culture Wars
- The Simpsons
- The Times
- Theo
- Thucydides
- Tibetan Buddhism
- Tigray
- Tinder
- Tom Chivers
- Tomas Pueyo
- Trevor Klee
- Trump administration
- Trump campaign
- Trumpism
- Truth Social
- Tucker Carlson
- Tumblr
- UberEats
- UBI
- UFO
- Ukraine
- UN
- United Nations
- United States
- United States government
- Universe-Hopping Through Substack
- University of Austin
- Unqualified Reservations
- US
- US Constitution
- USAID
- Vatican
- Venezuela
- Venezuelan
- Venues: M
- Venues: S
- Venues: W
- Vibecession
- Victoria Nuland
- Vladimir Putin
- Volodymyr Zelensky
- Vox
- Wall Street Journal
- Walmart
- Walter Cronkite
- Warren
- Warren Buffett
- Washington Post
- Weber
- Western Europe
- Western media
- What Caused The 2020 Homicide Spike?
- What Ever Happened To Neoreaction?
- What Happened To SF Homelessness?
- Which Political Victories Cause Backlash?
- White House
- White House
- WHO
- Why I’m Less Than Infinitely Hostile To Cryptocurrency
- Wikipedia
- Will MacAskill
- woke
- wokeness
- WordPress
- World Economic Forum
- World War I
- World’s Fairs
- WSJ
- X
- Xi
- Xi Jinping
- Yale
- Yarvin
- Yascha Mounk
- Yemen
- Your Book Review: Public Choice Theory And The Illusion Of Grand Strategy
- Your Book Review: Real Raw News
- Your Book Review: The Righteous Mind
- Your Book Review: The Society Of The Spectacle
- Your Review: The Astral Codex Ten Commentariat (“Why Do We Suck?”)
- YouTube
- YouTube
- YouTube
- Zoomers
- Zvi