California
Article
California is a recurring place in the Astral Codex Ten archive, appearing 104 times across 104 issues between January 21, 2021 and April 01, 2026. The archive places it in contexts such as “I’m a 30-something psychiatrist who lives in Oakland, California”; “California synagogue”; “California, for all its supposed liberalism, was structurally conservative”. It most often appears alongside San Francisco, China, Trump.
Metadata
- Category: Places
- Mention count: 104
- Issue count: 104
- First seen: January 21, 2021
- Last seen: April 01, 2026
Appears In
- Still Alive
- Book Review: Why We’re Polarized
- Ezra Klein On Vetocracy
- A Look Down Track B
- Book Review: Fussell On Class
- Your Book Review: Order Without Law
- Your Book Review: Progress And Poverty
- Your Book Review: The Wizard And The Prophet
- Open Thread 174
- Open Thread 176
- Links For June
- (Outdoor, Careful) Meetups Everywhere 2021 - Seeking Organizers
- If You’re So Smart, Why Aren’t You Governor Of California?
- Book Review: The Scout Mindset
- Please Don’t Give Up On Having Kids Because Of Climate Change
- Highlights From The Comments On Kids And Climate Change
- Secrets Of The Great Families
- Does Georgism Work? Part 1: Is Land Really A Big Deal?
- Mantic Monday: Dogs In Wizard Hats
- Book Review: Which Country Has The World’s Best Health Care?
- Why Do I Suck?
- ACX Grants ++: The Second Half
- Justice Creep
- Open Thread 217
- Irvine Meetup This Monday
- California Gubernatorial Candidates From Z to Z
- Open Thread 227
- Your Book Review: The Dawn Of Everything
- Book Review: San Fransicko
- Highlights From The Comments On San Fransicko
- Links For June
- Highlights From The Comments On The 2020 Homicide Spike
- ELK And The Problem Of Truthful AI
- Links For July
- Links For September 2022
- Why Is The Central Valley So Bad?
- Highlights From The Comments On Unpredictable Reward
- Links For October
- Highlights From The Comments On The Central Valley
- My California Ballot 2022
- Highlights From The Comments On My California Ballot
- Book Review: First Sixth Of Bobos In Paradise
- Links For December 2022
- Even More Bay Area House Party
- Highlights From The Comments On The Media Very Rarely Lying
- Links For February 2023
- Grading My 2018 Predictions For 2023
- Open Thread 265
- Links For March 2023
- Highlights From The Comments On Telemedicine Regulations
- Spring Meetups Everywhere 2023
- Change My Mind: Density Increases Local But Decreases Global Prices
- Highlights From The Comments On Housing Density And Prices
- Your Book Review: Safe Enough?
- Links For August 2023
- Open Thread 290
- Meetups Everywhere 2023: Times & Places
- 23: California Dreamin’
- Highlights From The Comments On Elon Musk
- Links For November 2023
- Beyond “Abolish The FDA”
- You Don’t Hate Polyamory, You Hate People Who Write Books
- 24
- Open Thread 318
- Spring Meetups Everywhere 2024
- Highlights From The Comments On “The Origin Of Woke”
- Zvi on California’s AI Bill
- Highlights From The Comments On Hanson And Health Care
- Open Thread 333
- My 2024 Presidential Debate
- Your Book Review: Dominion
- Highlights From The Comments On Mentally Ill Homeless People
- Meetups Everywhere 2024: Times & Places
- Interview Day At Thiel Capital
- Links For September 2024
- Open Thread 347
- Ballots Everywhere: Call For Organizers, Times, & Dates
- SB 1047: Our Side Of The Story
- Notes From The Progress Studies Conference
- The Case Against California Proposition 36
- Congrats To Polymarket, But I Still Think They Were Mispriced
- Open Thread 355
- Prison And Crime: Much More Than You Wanted To Know
- H5N1: Much More Than You Wanted To Know
- 25
- Links For February 2025
- OpenAI Nonprofit Buyout: Much More Than You Wanted To Know
- Meetups Everywhere Spring 2025: Times & Places
- Links For April 2025
- AI Futures: Blogging And AMA
- Testing AI’s GeoGuessr Genius
- Book Review: Selfish Reasons To Have More Kids
- ACX Grants 1-3 Year Updates
- Links For July 2025
- Meetups Everywhere 2025: Times and Places
- Non-Book Review Contest 2025 Winners
- 25
- What Happened To SF Homelessness?
- Links For December 2025
- Mantic Monday: The Monkey’s Paw Curls
- The Dilbert Afterlife
- SEIU Delenda Est
- Last Rights
- Meetups Everywhere Spring 2026: Times & Places
Related Pages
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- San Francisco (36 shared issues)
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- China (25 shared issues)
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- Trump (25 shared issues)
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- US (24 shared issues)
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- Twitter (23 shared issues)
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- United States (23 shared issues)
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- Scott (21 shared issues)
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- Texas (21 shared issues)
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- Elon Musk (20 shared issues)
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- Australia (19 shared issues)
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- New York (19 shared issues)
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- America (18 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.
With all due respect to these reporters, and with complete admission of my own bias, I reject this entire way of looking at things. If someone wants to report that I'm a 30-something psychiatrist who lives in Oakland, California, that's fine, I've had it in my About page for years. If some reporter wants to investigate and confirm, I have some suggestions for how they could use their time better - isn't there still a war in Yemen? - but I'm not going to complain too loudly. But I don't think whatever claim the public has on me includes a right to know my name if I don't want them to. I don't think the public needs to know the name of the cops who write cop blogs, or the deadnames of trans people, or the dating lives of sexy cyborgs. I'm not even sure the public needs to know the name of Satoshi Nakamoto. If he isn't harming anyone, let him have his anonymity! I would rather we get whatever pathologies come from people being able to invent Bitcoin scot-free, than get whatever pathologies come from anyone being allowed to dox anyone else if they can argue that person is "influential". Most people don't start out trying to be influential. They just have a Tumblr or a LiveJournal or something, and a few people read it, and then a few more people read it, and bam! - they're influential! If influence takes away your protection, then none of us are safe - not the random grad student with a Twitter account making fun of bad science, not the teenager with a sex Tumblr, not the aspiring fashionista with an Instagram. I've read lots of interesting discussion on how much power tech oligarchs should or shouldn't be allowed to have. But this is the first time I've seen someone suggest their powers should include a magic privacy-destroying gaze, where just by looking at someone they can transform them into a different kind of citizen with fewer rights. Is Paul Graham some weird kind of basilisk, such that anyone he stares at too long turns into fair game?
Here Klein draws on the usual research around ingroups and outgroups. He says that we naturally have many different ingroups and outgroups, ie identities. For example, I am white, Jewish, Californian, and well-off. In the world of the 1960s, these might have been split across the two parties - one party would be more popular among Jews, the other more popular in California, and overall it would be kind of a wash. But starting after the Civil Rights Act, the parties begin to align on identities, so that now popular identities like "white male evangelical Protestant farmer" and "poor city-dwelling Muslim factory worker" fit entirely into one party. That party becomes our Ingroup, with a capital I, and the rest follows from there.
This matches my memory: growing up in the '90s, I knew some Republicans at my California synagogue; I cannot imagine many of them are still Republican today. In 1996, people were still making jokes about how Clinton vs. Dole was Tweedledee vs. Tweedledum. It also matches the US data from the cross-country study Klein cites - ignore the trend line they drew in and look at the actual data points, which are horizontal until a little after 2000. Normal people seem to have polarized long after Congress did, maybe as a separate event with a separate cause.
Klein argues that the US government can no longer do anything, especially not things that look like building, or inventing, or infrastructure, or making good plans, or solving problems. He attributes this to a bias towards inaction, implemented in the form of multiple veto points at which various interested actors can stop or delay things. Recently he followed it up with an editorial in the New York Times arguing that California, for all its supposed liberalism, was structurally conservative - it's good at cosmetic nods to progressive aesthetics, but incapable of progress toward real progressive goals. Its vetocracy is too entrenched to let anyone change anything.
Inline links: he followed it up
Pictured: BDNF binds to TrkB. The IRS confiscates 1/2 of it as taxes, which radicalizes the receptor and makes it join Gab (see footnote 1), where it tweets out an SOS message to the Ras of Ethiopia. But the left wing of the receptor joins the Palestine Liberation Council and moves to California (see footnotes 2+). California has sunshine and good beaches, so you stop feeling depressed. This part sort of makes sense. But it coexists uneasily with other puzzle pieces in our knowledge of depression. For example, we give people SSRIs, their serotonin levels go up, and this makes them feel better. Why? Because of BDNF something TrkB something mTORC something? Probably; mice with dysregulated BDNF/TrkB systems don't benefit from antidepressants. But why does more serotonin cause BDNF something TrkB something? I've looked for years for a paper that says something like "by the way, serotonin makes cells release more BDNF". But despite a few suggestive links I don't see anyone strongly asserting that they understand this.
Where then may a member of the top classes live in this country? New York first of all, of course. Chicago. San Francisco. Philadelphia. Baltimore. Boston. Perhaps Cleveland. And deep in the countryside of Connecticut, New York State, Virginia, North Carolina, Pennsylvania and Massachusetts. That's about it. It’s not considered good form to live in New Jersey, except in Bernardsville and perhaps Princeton, but any place in New Jersey beats Sunnyvale, Cypress, and Compton, California; Canton, Ohio; Reno, Nevada; Cheyenne, Wyoming; Albuquerque, New Mexico; Columbus, Georgia, and similar army towns.
Shasta County, northern California, is a rural area home to many cattle ranchers.1 It has an unusual legal feature: its rangeland can be designated as either open or closed. (Most places in the country pick one or the other.) The county board of supervisors has the power to close range, but not to open it. When a range closure petition is circulated, the cattlemen have strong opinions about it. They like their range open.
Inline links: 1
Even if they were right about the law, they have insurance for such matters. They’ll tell you that their insurance premiums will rise if the range closes, but insurers don’t adjust their rates on that level of granularity. One major insurer doesn’t even adjust its rates between Shasta County and other counties in California. They might plausibly want to increase their coverage amount, but the cost of that is on the order of $10/year.
There’s plenty of evidence refuting the extreme version of this camp. We can see that social norms often override law in people’s actions. (The Norwegian Housemaid Law of 1948 imposed labor standards that were violated by the employers in almost 90% of households studied, but no lawsuits were brought under it for two years.) People often apply nonlegal sanctions, like gossip and violence. (“Donald Black, who has gathered cross-cultural evidence on violent self-help, has asserted that much of what is ordinarily classified as crime is in fact retaliatory action aimed at achieving social control.”) Even specialists often don’t know the law in detail as it applies to their speciality. (The “great majority” of California therapists thought the Tarasoff decision imposed stronger duties than it actually did.) And people just don’t hire attorneys very often. We saw examples of all of these in Shasta County as well; part one can be seen as a challenge to the law-and-economics camp.
Inline links: Tarasoff
Although 2021 seems better than 1879 in absolute material terms, George's complaint still rings true: healthcare and higher education are increasingly unaffordable, inequality is as bad as it ever was, and The Rent Is Too Damn High. And even if all of these measures had improved as well, we still have to contend with a fundamental complaint: how can human civilization have piled up an amount of wealth best described as absolutely banana pants insane, and yetstill have poverty, oppression and cyclical recessions? Yes, greed, evil, and human nature will always be with us, but isn't it weird that we haven't eliminated these economic problems the same way we've eliminated Smallpox, Scurvy, and having to write your scathing polemics about Thomas Jefferson by candlelight with a goose feather? Giving the mic back to George, he closes the chapter with this haunting quote, first written 142 years ago: If there is less deep poverty in San Fran Francisco than in New York, is it not because San Francisco is yet behind new York in all that both cities are striving for? When San Francisco reaches the point where New York now is, who can doubt that there will also be ragged and barefooted children on her streets? I'll just leave this here: Number of Homeless Children in U.S. At All-Time High; California Among Worst States. I. Wages and Capital George insists sloppy terminology leads to sloppy thinking. Naturally, he spends an entire chapter beating words to death to correct this. The Meaning of the Terms Let's start with Wealth. The common usage, both then and now, is "anything with an exchange value." George doesn't like how this mixes dissimilar things. By George, what is wealth? Wealth is produced when Nature's bounty is touched by human labor resulting in a tangible product that is the object of human desire. Labor is required, but the amount and type doesn't matter - George offers the example of simply picking a berry off a bush as an act that transforms nature's gifts into human wealth. Note particularly that human desire is an important requirement of wealth; it doesn't matter how much work someone put into something, if it doesn't gratify human needs or desires in some way, it's not wealth. Speaking of human desire, let's talk about Value. Where does a thing's value come from? The prevailing theory of the day was the Labor Theory of Value which originated with Adam Smith and David Ricardo, which says that Labor is the source of value. The early formulations were a bit ambiguous, here's Smith in Wealth of Nations for instance: The value of any commodity ... is equal to the quantity of labor which it enables him to purchase or command. Labor, therefore, is the real measure of the exchangeable value of all commodities. So... is a thing's value how much labor it takes to make the thing, or how much labor someone's willing to exchange for the thing? Nowadays Labor Theory of Value is most commonly associated with Marx. Marx picks a lane and says the value of something is tied to the amount of "socially necessary labor" required to produce it. George goes the other way: It is never the amount of labor that has been exerted in bringing a thing into being that determines its value, but always the amount of labor that will be rendered in exchange for it. - Henry George, The Science of Political Economy, p. 253 In other words, "a thing's value is whatever someone is willing to pay for it." This is in line with the so-called marginal revolution (the movement, not the blog) and modern theories of value. Labor Labor is the exertion of human beings. It's possible to labor to no avail (try punching a concrete wall), but typically humans labor towards an end, such as gaining wealth. But whether or not we accomplish anything with our efforts, George calls them labor. Labor isn't just making things, by the way – it's also moving or exchanging them. Production Production is labor applied "to the production of wealth." You know, productively. This is all human exertion that isn't punching a concrete wall and rewards you for your efforts with something that fits the definition of wealth. Said wealth is the "product of labor." Wages whatever is received as the result or reward of exertion is "wages." No distinction here is made between blue-collar work and white-collar work – whether one is called "hourly pay" and the other is called "annual salary," George calls them both "wages." It doesn't matter whether you receive them from your boss, from customers, or from nature. If you do work and get something from it, you have received "wages." With those basics under our belt, let's circle back to Wealth: What are some examples of wealth? By George, Gold is wealth. Teddy bears are wealth. Tesla roadsters and candy canes and young adult vampire romance novels are wealth. The same goes for fish you've caught, deer you've hunted, and cool looking rocks you've picked up on your morning walk. The value of these things may differ, but as long as they're tangible, originate in nature, someone ever did a lick of work to make or acquire them, and a human being somewhere desires them for any reason, they're wealth. It gets a little clearer when we ask what isn't wealth. And by George, Money isn't wealth. Articles of gold are wealth because they're tangible things that have been dug up, crafted, and fulfill certain human desires. But paper currency, digital currencies, and other things that aren't inherently valuable but merely represent value are not wealth (outside of putting their physical articles in coin collections or making paper airplanes, and so forth). Now don't get the man wrong, these things are certainly valuable. They're just not wealth. They are certificates that represent claims on wealth. For any computer programmers in the audience, money is a pointer to wealth. Likewise Stocks and Bonds and other financial instruments are not wealth. These are also just claims on wealth. A creditor's title to Debt isn't wealth, either, it's just a claim on the debtor's (typically future) wealth. And, writing as he was not long after the Civil War, George points out that Slaves are not wealth either but, represent "merely the power of one class to appropriate the earnings of another class." Wealth, thus defined, is the terminal "ground truth" bits of the economy, and all the financial layers on top are fancy IOUs that just encode various claims on it. George offers a thought experiment to test if something is wealth: if you produce a pile of gold, fish, or Lego bricks, you've clearly increased the amount of wealth in the world. But if you produce a giant pile of IOUs that just records who owns what and who owes what to whom, it doesn't matter how many of them you pile up or how long the chains of ownership get, you still haven't increased the amount of real wealth in the world. Again, this isn't saying the IOUs aren't valuable, they are. But they're only valuable because they ultimately point to real wealth. If you magically transported everyone over to a hypothetical Earth 2, carrying over all of Earth 1's money and financial instruments but none of Earth 1's tangible wealth, the value of all those IOUs would instantly evaporate. Now what about digital goods? Leaving things like Bitcoin aside for the moment, let's consider the case of a digital image file: By George, this is wealth. Digital though it may be, it's physically encoded on a storage device somewhere, and is thus tangible (it's not a pure abstract concept flitting about in Platonic heaven) and has its origins in nature. Human exertion built the computer that encodes it, and clicking the button that saves it to disk or displays it on your screen is labor. Finally, it directly satisfies human desires (mine, at the very least). It's value may be negligible, but it's wealth. By contrast, the digital bit sitting in some database that says I own a particular eBook or mp3 is just a digital IOU – a claim on the wealth that are the physical bits on my local storage device or remote server that digitally encodes the files. The fact that digital files don't seem particularly physical, and that they can be trivially and endlessly copied, doesn't mean that Henry George, magically transported to today, wouldn't regard them as wealth. Okay, so is there anything else that's not wealth? By George, Bitcoin isn't wealth, in case you were wondering. It's just a (very fancy) financial instrument, a digital claim on wealth. And that goes for most crypto assets – a token on some blockchain that says I own a painting by Banksy is just another IOU, regardless of the technical sophistication of its distributed trustless ledger. What about intellectual property? Copyrights, patents, and trademarks are all different forms of Monopoly – the exclusive, government-granted legal right to do a particular thing (publish a certain book, manufacture a certain product, use a certain name in business, etc). The exclusive right to do or produce a thing, valuable as it may be, is not the thing itself. By George, Monopoly is not wealth. But there is something big that is wealth – the C-word. Capital. By George, Capital is "wealth devoted to procuring more wealth", and it's the next thing he insists everyone is hopelessly confused about. He quotes Adam Smith, agreeing with him thus far: That part of a man's stock which he expects to afford him revenue is called his capital. ...and also gives us a short etymology lesson on the origin of the term: The word capital, as philologists trace it, comes down to us from a time when wealth was estimated in cattle, and a man's income depended upon the number of head he could keep for their increase. ("Per capita" being the Latin for "by head") By George, all capital is wealth, but not all wealth is capital. George notes capital is often described as being "stored up labor", and endorses this view – but what it really means, is capital is stored up production. It's not literally the labor that's stored up but the wealth generated by it, set aside and then dedicated to the purpose of getting more wealth. George insists that it is the owner's intention that transforms wealth into capital. If you buy an old factory to throw parties in for your hipster friends, it's just wealth. But the minute you decide to put it to work to make something useful (or start charging your hipster friends a cover charge at the door), it becomes capital. George therefore further insists that a laborer's daily bread and the clothes on their back do not count as capital, because a person has to eat and wear clothes whether they work or not. The laborer's tools (and arguably their steel-toed work boots) can however be counted as capital, because their purpose is to assist the laborer in getting more wealth by working for wages, and the laborer wouldn't acquire, use, and maintain those things otherwise. George has more exclusions: We must exclude from the category of capital everything that may be included either as land or labor. Human exertion (labor) by itself can never be capital. The products of human labor become capital when they are stored up and set to the purpose of getting more wealth. To muddle this distinction defeats the point of having separate terms for those things at all, and prevents us from reasoning meaningfully about how they relate to one another. Labor is not capital, and neither is labor by itself wealth, it produces wealth – and if it ain't wealth, it ain't capital. And that brings us to land. Land, land, land. By George, land is not wealth. And it's definitely not capital. The unique specialness of land is George's entire schtick and the very core of his philosophy. The term land embraces, in short, all natural materials, forces, and opportunities That means that a field or a meadow is "land", as is a mountain. But so are the fish in the sea, the clouds in the sky, veins of gold in the earth's crust, and the oil deep under ground. These things aren't yet wealth – not until human beings both a) desire them and b) touch them with labor. So... land is not wealth. But... how come? I mean, look: land is tangible, it "comes from nature", humans are always productively applying their labor to it, and it certainly seems capable of gratifying human desires. George sees this reasoning as understandable, but insists it's the root mistake that leads other political economists astray – because for George, land just is nature itself. Come again? Land is the ultimate source of all wealth, but it's most useful to think of it as a generator, acompletely separate entity from the wealth that human labor and desire draws from it. Players of Magic: the Gathering and Settlers of Catan should already have a solid grasp of this distinction: In modern times, George would grant electromagnetic spectrum and orbital real estate for satellites the same status of "land" that already applies to farmland and terrestrial real estate. We don't even need to speculate about whether he'd attach this status to sunlight because he straight-up predicted solar power: Even the lack of rain which makes some parts of the globe useless to man, may, if invention ever succeeds in directly utilizing the power of the sun's rays, be found to be especially advantageous for certain parts of production. (That's from Protection or Free Trade, footnote 19) The important thing to grasp about land is that it comes before everything humans do or make, and is itself a thing no human can make. Okay, smarty-pants, what about the Netherlands? They've been making land for centuries! Well, land in the Georgist sense doesn't refer simply to "dry land", but also the sea bed, the oceans, and the skies above. The "new land" in the Netherlands counts as an improvement to land that already existed. The seabed was always there, but by filling it in so you can walk around on it, now it's more useful to us (George has a lot to say about improvements to land, which we'll get to later). Okay, what is land not? nothing that is freely supplied by nature can be properly classed as capital By George, land is not wealth. And since it's not wealth, it's not capital. Okay, we get it. Land is very special to Mr. George and we must never put it in the same category as wealth, labor, capital, wages, production, money, or anything else. Why exactly is this so damn important? Well, by George, if you treat land the same way you would a bar of pig iron, an hour of work, or a dollar bill, before you know it you'll get poverty paradoxically advancing alongside progress, inexplicable bouts of industrial depression, literal genocides and holocausts (he's dead serious about this), and The Rent Being Too Damn High. With terminology now firmly established, George moves on to the relationship between wages and capital. 3-for-1 special on Wages, Capital, and Labor I'm condensing three chapters here because they all deal with the same basic thing. The question George wants to answer is: Why, in spite of increase in productive power, do wages tend to a minimum which will give but a bare living? The conventional wisdom of George's time is that wages are governed by a fixed ratio between the number of laborers and the amount of capital devoted to their employment, because "the increase in the number of laborers tends naturally to follow and overtake any increase in capital." So it doesn't matter how much capital you throw at employing workers, it'll just attract even more workers splitting it up, so although wages might temporarily wiggle a bit in the long term they'll always settle back to a "natural" minimum. (As we'll see in the next section, this argument stems from Malthusianism). George spends some time methodically poking holes in the theory (it's predictions don't line up with the facts he observes), and then sets out to prove his replacement theory (emphases mine): wages, instead of being drawn from capital, are in reality drawn from the product of the labor for which they are paid. He pulls a G.K. Chesterton to make his point: During the time [the laborer] is earning the wages he is advancing capital to his employer, but at no time, unless wages are paid before work is done, is the employer advancing capital to him. He starts by identifying the source of confusion: Because wages are generally paid in money, and in many of the operations of production are paid before the product is fully completed, or can be utilized, it is inferred that wages are drawn from pre-existing capital I mean, the old theory seems sensible: the employer has capital and uses it to pay wages. But however you slice it, capital's investment gets paid back by production when it takes its cut, so does it even make a difference to talk about where wages are "drawn" from? Value goes out, value comes in, isn't it all a wash? By George, it isn't: in the old theory, because capital "must come first", it follows that "industry is limited by capital - that capital must be accumulated before labor is employed", which leads to a reductio ad absurdum – We are told that capital is stored-up or accumulated labor – "that part of wealth which is saved to assist future production." If we substitute for the word "capital" this definition of the word, the proposition carries its own refutation, for that labor cannot be employed until the results of labor are saved becomes too absurd for discussion. George anticipates the following rejoinder – Well, when we say 'labor is paid out of capital' we don't mean it as an absolute statement for all stages of human development (or else we have a chicken-and-the-egg problem and civilization could never have begun), we just mean it applies to, say, every civilization that's left the stone age. George will have none of it and spends three entire chapters relentlessly beating to death the idea that wages are drawn from capital instead of from production. He starts with the simple case where wages are paid in the form of direct, concrete wealth, then moves on to the more complex case where people are paid in money and other instruments. Laboring for wages: Imagine a fishing village where nobody cooperates – each person digs their own bait and catches their own fish. Then they discover labor specialization and realize they can catch more fish together if one specializes in digging and the other in catching. So the digger digs, the catcher catches, and they share the fish. The digger really contributes as much to the catch as the one who physically pulls the fish off the hook even though the digger never directly "caught" a fish, and the fish he gets for his work is directly paid out of his contribution to the total production. Later, our fisherfolk invent canoes, and one stays home making and repairing canoes. This increases the haul of the digger and catcher, and the canoe-er gets paid out of her contribution to the increased production. And so it goes as society continues to advance. The work the specialist puts in causes more fish to be caught, and that person's wages is drawn from the growing pile of fish. As George puts it: "Earning is making." George gives another example: If I take a piece of leather and work it up into a pair of shoes, the shoes are my wages – the reward of my exertion. Surely they are not drawn from capital – either my capital or any one else's capital – but are brought into existence by the labor of which they become the wages; and in obtaining this pair of shoes as the wages of my labor, capital is not even momentarily lessened one iota... As my labor goes on, value is steadily added, until, when my labor results in the finished shoes, I have my capital plus the difference in value between the material and the shoes. And another: If I hire a man to gather eggs, to pick berries, or to make shoes, paying him from the eggs, the berries, or the shoes that his labor secures, there can be no question that the source of the wages is the labor for which they are paid. George goes on to say it doesn't matter if you're paid in money or directly in wealth, because the money is a direct claim on the underlying wealth. It also doesn't matter if you get paid on commission. Imagine a whaling ship where each crewman gets paid a share out of whatever the ship catches. When the ship sails back into port with a hold full of whale oil and bone, the crew gets paid in money, the owner simultaneously adds to his capital oil and bone. The crew's money directly represents their share of the concrete wealth that is the oil and bone. The owner's capital hasn't decreased, and the workers drew their wages directly from the production. So let's get to the point, Mr. George – wages aren't drawn from capital but instead from production. Great, let's grant that – so what? George hammers away at this because thinking wages are drawn from capital leads to a false conclusion, namely that "labor cannot exert its productive power unless supplied by capital with maintenance." "Maintenance?" Well, workers need food and clothing and they get paid by their employers, so you could imagine capital as a limiting factor on labor. But by George, food and clothing isn't capital, it's just wealth, as we said before. And with regard to wages, the point is that the employer always gets "paid" first, because the second the laborer produces value, the employer's capital increases: As in the exchange of labor for wages the employer always gets the capital created by the labor before he pays out capital in the wages, at what point is his capital lessened even temporarily? Okay, but what if I'm just a terrible businessman and I pay somebody $500 an hour to smash Ming vases, then sell the fragments as aggregate to a construction crew for a few pennies a pound, all at a tremendous loss? Surely then the laborer's wages must be drawn from my capital, because there's not enough productive value generated by the labor to draw them from! George says okay, sure, but only because I'm an idiot and will soon be out of business: Yet, unless the new value created by the labor is less than the wages paid, which can be only an exceptional case, the capital which he had before in money he now has in goods – it has been changed in form, but not lessened. Fair enough, Mr. George, but what if I'm building some enormously expensive multi-decade project, like a dam or a nuclear power plant or a cathedral? The kind of thing we call a "capital-intensive" project? What do you have to say to that? George points out that as laborers labor, they progressively add value to whatever they're producing. Take the case of a shipwright building ships for an employer – even if the boss can't sell a half-finished ship, it still holds value (for one, it costs less to finish a half-finished ship then no ship at all). And with every stroke of the laborer's work, the employer who owns the shipyard gets an incremental increase in his stock of capital. It is not the last blow, any more than the first blow, that creates the value of the finished product – the creation of value is continuous, it immediately results from the exertion of labor. A pedant would point out that the "last hit" that finishes the product which makes it ready for market adds disproportionate value, but George's point is just to establish that value is continuously created, and doesn't magically come into being allat once right at the end. George further points out that if you look at things like agriculture you'll see the market directly acknowledging his theory: As a plowed field will bring more than an unplowed field, or a field that has been sown more than one merely plowed... It is tangible in the case of orchards and vineyards which, though not yet in bearing, bring prices proportionate to their age. George freely admits that capital can be required for certain kinds of work, but he disagrees with what its purpose is. It's not a pool that wages get paid out of. He goes on for another chapter on "The Maintenance of Laborers Not Drawn From Capital" but I think we can safely skip it and move on. TL:DR – George hammers to absolute death the idea that Laborers derive their own maintenance (food/shelter/clothing/etc) from their wages, with George insisting it is drawn from production and... you guessed it, not from capital. At least some of George's ideas will not seem so radical to modern readers (especially those already critical of capitalism or neoclassical economics), but it's important to understand that at the time almost everything he was saying was considered deeply radical and shocking. Capital was the fundamental driving force of the economy and labor was utterly dependent on it, and the Malthusian theory of overpopulation was the accepted explanation for why wages were low and workers were starving. Political Cartoon literally demonizing Henry George – Puck magazine Oct. 20, 1886 The Real Functions of Capital Okay, Mr. George. You've spent three whole chapters beating me over the head with what the functions of capital aren't. So what are the functions of capital? Capital "increases the power of labor to produce wealth." How? By enabling labor to apply itself more effectively (power tools go brrrr)
Inline links: absolutely banana pants insane, Number of Homeless Children in U.S. At All-Time High; California Among Worst States, Labor Theory of Value, marginal revolution, blog, https://substackcdn.com/image/fetch/$s_!szbX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F02e3f9db-5fe4-4a1b-bd19-5a13bac84aa1_500x500.png, https://substackcdn.com/image/fetch/$s_!cDFG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F28ef979e-83da-4d1b-8d81-5f08fd6103a5_516x600.png, https://substackcdn.com/image/fetch/$s_!PVE6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F68f4f7f0-2016-4fe9-9996-879a3c92db74_516x600.png, Protection or Free Trade, https://substackcdn.com/image/fetch/$s_!aeD5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F348d4d74-8c98-42e6-b5f7-7bd79b30a816_960x611.png
In "Water," again, the Wizards have a solid track record. The Wizardly California State Water Project transformed a desert into the most productive farmland and state in the nation; the National Water Carrier Project of Israel-Palestine made life in the Fertile Crescent possible for millions of Jewish refugees. Desalination projects (expensive, but with nearly bottomless potential, given how huge our oceans are) have de-escalated the fight for shrinking groundwater resources in California and the Middle East. In this arena, the Prophets have been a little more successful in offering alternative conservation-oriented solutions that have stuck: storm and wastewater reclamation, drip irrigation, and behavioral change campaigns to encourage more frugal water usage that have seeped (pun intended) so deeply into the public consciousness that running the tap while brushing your teeth feels as illicit as lighting up a cigarette. All of these measures do little, though, to solve the fundamental underlying problem of massive urban growth in water-scarce areas like the American Sunbelt; if anything, growing water efficiency among consumers exacerbates the problem by shrinking utility profits and forcing them to either cut back on much-needed infrastructure repair and service improvement or raise water costs. Conservation and reclamation can only do so much; they can’t provide water to the exploding populations of Arizona or Sub-Saharan Africa.
Inline links: California State Water Project, National Water Carrier Project, shrinking utility profits and forcing them to either cut back on much-needed infrastructure repair and service improvement or raise water costs
I think not many people (especially not those that live there!) realize that California mostly looks like the yellowish-brownish parts of this picture, and also that it’s the number one agricultural producer in the US, ahead of what we typically think of as Corn Country or Beef Country of whatever. Thanks, Wizardry! In "Fire," the line between Wizardry and Prophetry seems the most slippery – is solar power an example of a cutting-edge technological solution to a seemingly intractable growth problem (in which case it would be firmly in the Wizard camp) or an environmentally-friendly alternative to "dirty" Wizard technology like fracking and nuclear power plants (in which case, it should belong to the Prophets)? Mann places it more in the Prophet category, but an important point he makes is that, before fears of climate change displaced the locus of the argument surrounding oil, the Prophets’ party line was that alternative "clean" energy solutions like solar were desperately needed because the stock of oil in the world was running out – which so far has proven to be untrue. Much like "we’re running out of room for all these people!" or "we’re running out of space to house all this garbage!" this zombie conviction persisted for decades and seemed resistant to any evidence to the contrary. But if (big if!) carbon emission were of no concern, Wizards would have neatly won this fight through their development of more sophisticated oil extraction techniques and more energy-efficient machines, turning oil supply into a Zeno’s Paradox. Mann: "‘It is commonly asked, when will the world’s supply of oil be exhausted?’ wrote the MIT economist Morris Adelman. ‘The best one-word answer: never.’ On its face, this seems ridiculous – how could a finite stock be inexhaustible, when a constantly renewed flow can run out? But more than a century of experience has shown it to be true. [...] That is, fossil fuel supplies have no known bounds."
3: I'm trying to come up with a way to gradually open my psychiatric practice to new patients without being overwhelmed or getting lots of people who read this blog. My current strategy is to only accept referrals from therapists. If you're a therapist in California and you want to refer me telemedicine patients who meet my suitability requirements, email me at scott[at]lorienpsych[dot]com and we'll talk about it. I'm trying to offer affordable/sliding-scale fees, and would be especially happy to take uninsured patients who are having trouble affording care elsewhere. Please only one patient per therapist per week, I want to keep this slow and sustainable.
Inline links: suitability requirements
No direct inline source block was recovered for this mention.
29: A California bill that would decriminalize psychedelics (and make them legal for doctors to prescribe!) has passed the state Senate, but still has to pass the Assembly before becoming law. Also, it was sponsored by Scott Weiner, who’s also responsible for YIMBY legislation and a bunch of other things. Is there some story behind why California has 120 legislators but every interesting proposal I hear about is sponsored by the same guy?
Inline links: passed the state Senate
Everyone liked outdoor meetups better last time, so we can just hold the meetups outdoors. My state (California) currently says small to medium outdoor gatherings are okay, with light restrictions starting once they have 10,000 people.
Californians love long-shot bets. Actors trying to make it big in LA, tech founders chasing unicorns in San Francisco, cult leaders trying to found religions in Pasadena. In Silicon Valley, VCs turn the long-shot bet into an art: if some new startup has a 5% chance of making a billion, that's $50 million in expectation. Just a whole state full of people looking for weird opportunities.
My claim is that basically anyone with the slightest amount of fame or money - any B-list actor, any second-tier tech CEO, any successful blogger or influencer, maybe me, maybe even you - could have maneuvered themselves into a position where they had a 5-10% chance of becoming Governor of California.
California has a long tradition of direct democracy. Citizens can circulate petitions, and if they get enough signatures, everyone has to vote on them. After several tries, Republicans finally got enough signatures on a “recall Newsom” petition to trigger an election. The way the election works is: there are two questions on the ballot. First, should Newsom be removed as governor? Second, if he is removed, who replaces him? Everyone gets to vote on both questions, so even if you want to keep Newsom you can still vote on who replaces him if he loses.
This is another one with some subtlety. By Bayes’ Rule, you should believe evidence for plausible things more than you believe evidence for implausible things. If my friend says she saw a coyote out in the California hills, I believe her; if she says she saw a polar bear, I am doubtful. I think the best you can do here is understand that, a giant meta-analysis proving telepathy is false doesn’t force a believer to change her mind any more than a giant meta-analysis proving it’s true forces you to change yours.
Inline links: more than you believe evidence for implausible things
What about problems other than sea level rise? One way of looking at this is to think of how much slack there is in First World systems. For example, California has had lots of droughts recently, and probably this is related to climate change. Probably those droughts will get worse in the future, and it’s easy to imagine parched Californians begging for water.
But so far, the droughts haven’t been bad enough that California stopped golf courses from watering their massive lawns to keep them perfectly green every day. But if anyone was actually dying of thirst, or even having enough trouble getting water that they might be motivated to vote out some politician over it, the government could redirect the golf course water, or any of a thousand other things like this, and everyone would have more than enough. You see this everywhere - lots of resources are being wasted for stupid political reasons. If the political calculus ever changed - as it will, if these problems ever start inconveniencing privileged First World citizens - then we can stop wasting the resources, and use them to address the symptoms of climate change instead.
I looked into this during a previous California drought and my (very limited) understanding is that alfalfa is an important part of crop rotation in California because it sucks salt out of the ground very effectively. CA starts with high salt content and other crops raise the salt content more, which risks “salting the land” and wrecking the soil. I’m sure there are other crop mixes and intensiveness that could work, but the issue isn’t alfalfa specifically.
Thank you. I had previously used “California devotes a lot of water to growing alfalfa” as an argument that we waste resources, since alfalfa mostly goes to cows and is very inefficient. But it sounds like there’s a good reason for this, so I’ll leave this point out of future arguments unless someone convinces me there isn’t.
Gavin Newsom is currently Governor of California. He is a distant cousin of singer Joanna Newsom, and great-grandson of Thomas Addis, who pioneered the field of nephrology and helped discover the cause of haemophilia. He is some relation I cannot quite track (great-great-grandson?) of Samuel and Joseph Newsom, whose Newsom and Newsom firm of architects created some of the grandest buildings in San Francisco and beyond (most famously the Carson Mansion).
And for two, property tax assessments have all kinds of exemptions and carve-outs that serve to depress official statistics. Let's put aside Proposition 13's legacy in California for a second and just compare the sale history to the tax history of properties like this one in Manhattan:
Inline links: Proposition 13
(source) They give their resolution source as this California government website, which says there have been fewer fires this year, 8800 vs. 9600. It’s been updated pretty recently, and this isn’t California’s fire season, so there’s no way there will be another 800 fires in the next four days. As far as I can tell, this is free money - though probably after Astral Codex Ten mentions this question, people will notice and correct it pretty quickly.
Inline links: source, this California government website
They give their resolution source as this California government website, which says there have been fewer fires this year, 8800 vs. 9600. It’s been updated pretty recently, and this isn’t California’s fire season, so there’s no way there will be another 800 fires in the next four days. As far as I can tell, this is free money - though probably after Astral Codex Ten mentions this question, people will notice and correct it pretty quickly.
Inline links: this California government website
Which country has the world’s best health system? This is the type of question I usually love. I rank everything. I rank the 10 best meals I’ve ever had (#1 Alinea in Chicago, #2 Tanja Grandits in Basel, and #3 OCD in Tel Aviv). I rank chocolates (#1 Askinosie, #2 Dick Taylor of California, and #3 Fruition of New York. I rank Alpine cheeses (#1 is a tie between Alpha Tolman and Alp Blossom). I rank colleges. I rank academic departments of bioethics and health policy that compete with my own. I rank the meals I cook, the races I run, the bike rides I take, the speeches I give.
B. Do you suck because you moved to California, with its climate of conformist liberalism?
#79: A Method For Solving Coordination Problems My name is Bendini, and I’ve figured out how to solve coordination™. Okay no, that’s an overstatement. What I’ve actually done is figured out a general method for turning some intractable coordination problems into a set of merely difficult ones. I call this general method Intentionality, and it can be summarised as follows: A) Get people to state their intentions explicitly and honestly. B) Put everything in place that’s necessary to ensure that people actually do A, instead of just pretending to do it. The core insight is A, but it’s irrelevant without B’s infrastructure. As such, I’m writing a yellow paper aimed at smart laypeople that explains all of B’s interlocking parts and how to bootstrap them into existence. This is a huge task, and I have no credentials that would grant plausibility to my claims, but here are 4 reasons to treat them as plausible anyway: 1) I’ve never set foot in California. 2) Scott rejected my application without asking to see a draft of the yellow paper, so its ideas are yet to be judged. 3) The paper is written in plain language similar to (https://bendini.uk/systematic-cooking-intro), so unlike Ribbonfarm, it should be easy to tell if the ideas hold water. 4) I’m not asking for funding, only feedback to get it published ASAP. If you think this either 1) sounds plausible, or 2) sounds fake, but worth a Pascal’s mugging on the chance that it’s real, you can reach me at kernelmanchester@gmail.com or @BendiniUK on Twitter.
What is “climate justice”? Was the Little Ice Age unjust? What if it killed millions? Is it unjust for Mali to have a less pleasant climate than California? What if I said that there’s a really high correlation between temperature and GDP, and Mali’s awful climate is a big part of why it’s so poor? Climate justice couldn’t care less about any of this. Why not? Hard to say. Maybe because there’s no violation and no villain.
Metaculus currently has him at 40% to win the primary and 29% to win the general. I’m closer to 60/45. Although he’s getting support from some big funders, campaign finance privileges small-to-medium-sized donations from ordinary people. If you want to support him, you can see a list of possible options here - including donations. You can donate max $2900 for the primary, plus another $2900 for the general that will be refunded if he doesn’t make it. If you do donate, it would be extra helpful if the money came in before a key reporting deadline March 31. 3: Every year in autumn I hold a big Meetups Everywhere event, and every time people tell me I should do it more often than once a year. So this time we’ll hold a mini-Meetups-Everywhere this April. It won’t be any different from your usual meetup schedule except that it’ll be the Schelling time for everyone who only wants to come once every few months to come. If you’re a meetups organizer (or want to become one), please fill in this form with the date of a meetup April 11th or later. Next Sunday I’ll put the results on the Open Thread for people to see. 4: Speaking of meetups, the rationalist/EA establishment is trying to promote local meetups. If you’re a local ACX/LW meetups organizer, you’re potentially invited to attend an all-expenses paid retreat in California in July with our meetups czar Mingyuan. Please read more here, then fill in this form to get on her radar. 5: And speaking of Mingyuan, she is going to inspect - sorry, enjoy the hospitality of - the East Coast meetup groups. She’ll be in DC: 4/11–4/13 Baltimore: 4/14 Philadelphia: 4/15–4/16 NYC: 4/17–4/21 Yale: 4/22–4/23 Northampton: 4/24–4/25 Boston: 4/26–5/1. The local groups have already taken care of having meetups at the right time, but she’s looking for people who could host her and drive her between cities . Email meetupsmingyuan@gmail.com if you can help. 6: Last week I tried to figure out the needs of community members in Russia and Ukraine. There are some great resources on the thread, but issues that still need solving: Seven Ukrainian refugees looking for remote work
Where: Underneath this mysterious hexagonal sigil at the University Center food court in Irvine, California.
Inline links: this mysterious hexagonal sigil
Gavin loves this state so much that he has constant orgasms whenever he is on Californian soil. Or maybe he’s just imitating that bear’s facial expression. Gavin has typical Democratic policies on most things. Like everyone else, he has a ridiculously-named Plan To End Homelessness, Project Roomkey, which will give homeless people hotel vouchers.
Inline links: Project Roomkey
California is the home of Alphabet Inc, so it’s symbolically appropriate that we have twenty-six candidates in this year’s gubernatorial primary. The summer soldier and the sunshine patriot will get bored after looking into two or three. Not us! We are going to do our civic duty and evaluate them all, in the order they’re listed on the ballot. Starting with:
The outpouring of support from ordinary Californians has been overwhelming:
3: Michael Shellenberger, candidate for governor of California, objected to my characterization of his opinions in my gubernatorial candidates post:
Inline links: gubernatorial candidates post
Instead, the Davids present a wave of evidence that pre-agricultural hunter-gatherer societies could be incredibly politically diverse, and, sometimes, rival the worst atrocities of modern societies; at other times, they could rival their best. They zoom into the Native American foragers (not farmers) who lived on the California coastline, and observe substantial political differentiation, even out thousands of years into the past. Particularly between the Yurok in California and their northern neighbors of the Northwest Coast. The Yurok
So we have slave-owning Mafia dons to the north, and meanwhile, ascetics to the south. Despite both being foragers, they ate extremely different diets, with Californian tribes relying on nuts and acorns, while the Northwest Coast societies were sometimes referred to as ‘fisher-kings’ (presumably due to their two loves: aristocracy and fish). As the Davids say,
It may even be that money, rather than being invented to keep track of trade relationships or debts for private property, was invented to keep track of social relationships instead. For example, consider again the Yurok, who inhabited the northwestern corner of California, and note that
Last month I discussed the platforms of twenty-six candidates for California governor. One candidate, author and activist Michael Shellenberger, objected to my characterization of him, so I read his book San Fransicko to learn more and decide whether I owed him an apology.
Inline links: I discussed the platforms of, San Fransicko
This is a good introduction to San Fransicko. It adequately telegraphs what you’ll be getting in the rest of the book: scenes of devastating human misery and urban decay, little-known tidbits from California history, and very precise statistics.
The San Francisco districts with the highest (left) and lowest (right) homelessness rates. I correlated homelessness rate and population-adjusted density in the same cities I looked at above, but it didn’t add much predictive value to housing prices. Maybe this is restriction of range (all big cities are dense enough to have homelessness, compared to suburbs), or maybe the key feature is relative rather than absolute density (ie the homeless will go to the densest place nearby). Conclusion: No social phenomenon is ever caused by just one thing, but San Francisco’s homelessness rate is around where a housing-cost-based model would predict. San Fransicko briefly touches on this, but overall tries to de-emphasize it in favor of talking about drugs and mental illness. Critiques of patterns of emphasis are necessarily subjective, but the book’s pattern feels misleading to me. Claim 2: Standard Accounts Underemphasize The Role Of Drugs And Mental Illness In Homelessness Having argued homelessness isn’t just about poverty, the book goes on to say we’re neglecting the central role of mental illness and substance abuse: Over the last decades there were many visible signs that homelessness was about much more than poverty and housing. Between 2010 and 2020, the number of calls made to San Francisco’s 311 line complaining of used hypodermic needles on sidewalks, in parks, and elsewhere rose from 224 to 6,275. In 2018, footage of dozens of people slumped over in an entrance to a Bay Area Rapid Transit (BART) station, many with needles in their arm, went viral. “We call it the heroin freeze,” said one local. “They can stay that way for hours.” Said another, “It’s like the land of the living dead.” For decades researchers have documented much higher levels of mental illness and substance abuse among the homeless than in the rest of the population. It’s true that just 8 and 18 percent of homeless people point to mental illness and substance abuse, respectively, as the primary cause of their homelessness, but researchers have long understood that such self-reports are unreliable due to the socially undesirable nature of substance abuse, and the lack of insight that often accompanies mental illness. Using other methods, San Francisco’s Health Department in 2019 estimated that 4,000 of the city’s 8,035 homeless, sheltered and unsheltered, are both mentally ill and suffering from substance abuse. Of those 4,000, about 1,600 frequently used emergency psychiatric services. Shellenberger’s source for 4000 homeless people having these issues is this SF Chronicle article, which seems to based off of this report. The report does estimate 4000 homeless people with mental illness and substance abuse, but it uses a yearly rather than point estimate of homelessness, and finds 18,000 rather than 8,000 people. That means it only finds a 22% rate of these problems, not a 50% rate. Thanks to commenter Sean for hunting down this report and helping explain this. I looked for other statistics to provide context on this number. This 2013 San Francisco Homeless Count found that 29% admitted chronic depression, 15% PTSD, and 22% some other mental illness. About 30% admitted to a substance use disorder, although as far as I can tell this is just the number who admitted it was a disorder, so maybe more used drugs. This article by the Los Angeles Times describes an LA study finding that 25% of homeless people had mental health issues and 14% had drug issues. The Times re-analyzes it in a way that ups the numbers to 34% and 46%, respectively. But they don’t say exactly what choices they made differently, and the few they do give don’t really inspire confidence. Although in some cases they count questions clearly about mental illness which the official definition inexplicably refused to count, in others they decide to count anyone who has ever had mental illness, reversing a government decision to require the mental illness to be long-term (does this mean that if I lost my house tomorrow, the LA Times use me as an example of a “mentally ill homeless person” because I saw a psychiatrist for OCD when I was a kid?) Studies like these don’t show causation. Sure, mental illness can make people homeless. But homelessness can also cause mental illness. One SF study found psych diagnoses among the homeless to be evenly divided among depression, PTSD, and everything else. Homelessness is a depressing and traumatic environment. Just because someone who’s been on the streets for a year has depression or trauma, doesn’t mean that we should attribute their homelessness to mental illness. This study by the California Policy Lab does better. It asks what factors played a role in homeless people losing their homes, and finds that 50% of unsheltered and 17% of sheltered homeless point to mental illness (given SF’s balance, that suggests 37% of SF homeless would point to that problem). But I can’t help but notice that when you add up the percent of people who lost their homes due to physical illness, psych illness, and drug use, it totals 147%. Based on numbers from other studies, it looks like if you added in job loss, eviction, etc, the numbers would total well above 400%. This makes me think people are saying “yes” if the factor played even a minor role in their eventual homelessness, and this shouldn’t be treated as 37% of homeless having mental health issues being their main problem. The same study finds that about 66% of the homeless “have” some mental health problem, but this time they don’t tell us what question they asked or what criteria they use. What about psychosis in particular? This meta-analysis claims that in developed countries (a category to which San Francisco still nominally belongs) about 19% of homeless people qualify for diagnosis with a psychotic disorder, including 9% with schizophrenia in particular. Not all people with psychotic disorders are completely crazy all the time, and some very much are not, but this is at least a specific condition with real criteria. Conclusion: Overall, I’m disappointed in most of the published research on this question, which seems more interested in producing glossy brochures about funding disparities than in informing anybody what any of their numbers mean. But putting it all together and squinting really hard, I think we can tell a story where 10-20% of the homeless are seriously psychotic, and another 20-30% have contributing mental health conditions including depression, PTSD, and others. Somewhere between 25% and 50% of the homeless have substance abuse problems, and this probably mostly overlaps with the 25% - 50% who have psych diagnoses. I think San Fransicko gets this mostly right. Claim 3: “Housing First” Isn’t As Great As People Think, And Might Be Harmful The National Myth About Homelessness is that The Bad People are refusing to give people houses until they’ve “proven” they “deserve” them, thus perpetuating homelessness when they inevitably fail to qualify. The Good People have united under an exciting new banner called “Housing First” to push the revolutionary idea that people should get houses regardless of whether they conform to normal standards of respectability or not. Wherever this is adopted, homelessness rates fall, and the formerly homeless becoming healthier, safer, and more likely to re-integrate into society. Best of all, the program pays for itself in decreased health care and policing costs. The only impediment to solving homelessness everywhere is the Bad People who still insist on not housing the homeless until they’ve “earned” it. In real life, everyone important has been united under Housing First since the Bush administration made it national policy fifteen years ago, and most of the cities with spiraling homelessness crises have been pursuing Housing First policies for decades (eg San Francisco has been trying Housing First since the 1990s). The Obama and Trump administrations both set funding policies that penalized any non-Housing-First welfare programs. Still, everyone is sure that the reason there are still homeless people must be that some Housing First opponent still exists somewhere, ruining everything with their purity-testing ways. But actually these people have already been relegated to the conservative think tanks where moribund ideas go to die. I have looked through a lot of studies and articles to try to see how well Housing First works. I am most sympathetic to the conclusions of Tsai (2020), who basically says that: Homeless people who are given houses are more housed than homeless people who are not given houses. Way, way more housed. You would not believe how strong of an effect giving someone housing has on them being housed. The same is true for other outcome measures like “time spent experiencing homelessness”, “number of days spent in a temporary homeless shelter”, etc. You might think this is obvious, but this is used as the primary outcome in a lot of studies, and “success” on this metric is behind a lot of claims that “studies show Housing First works great!”
This doesn't address allegations that many of California's homeless are from elsewhere, but deliberately moved to a few metro areas due to nice weather and generous social services. (Or, I've heard stories that their local town put them on a bus to SF). If .2% of the population everywhere is basically OK with a lifestyle of camping on the street and doing drugs, and then they all cluster in one area- that area will likely end up a mecca of homelessness.
But the stats I found were that 70% of SF homeless lived in SF before becoming homeless, 22% were elsewhere in California, and 8% were from other states. From this report, I gather most of the Californians were elsewhere in the Bay Area or nearby, and this is more like homeless people in Palo Alto going to San Francisco because it’s the nearest big city with a shelter, rather than people opportunistically seeking places with good social services. So while the opportunistic thing does happen, it doesn’t seem to be responsible for very much of the homeless presence.
Inline links: 70% of SF homeless, this report
It's all about housing affordability, not Texans being better about things than Californians. Dallas is struggling to get its homeless population down partially because its real estate is getting less affordable than Houston:
20: Thanks to everyone who sent me this: a California appeals court has ruled that, for the purposes of environmental legislation, bees should be considered a type of fish. I originally thought the court was being dumb, but it turns out that the law they were interpreting, taken literally, clearly defines “fish” in a way that includes bees. So I retract my criticism of the court and instead think that the California legislature is dumb, which I guess we already knew.
1. Police capacity is declining. Part of this is "defunding" and officers resigning, but part of it is the increased demand for statistics and reporting by "reform" advocates. For example, California requires all cops to fill out a Racial Identity and Profiling Act (RIPA) report every time they stop someone. When there are fewer cops and it takes longer to do basic police work, the volume of police work declines.
In this spirit, they asked the AI researchers of the world to come up with solutions they hadn’t thought of yet, offering prizes of $5,000 to $50,000 for good new strategies, plus a free trip to California to meet with the other winners and talk shop, plus a chance at a job at ARC.
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.
32: After some past studies (eg here) showed benefit of cash transfers (think UBI, but much smaller and shorter term), a newer study of $500 to $2000 given to poor families one time only fails to show any benefit to bank account balances, self-rated financial well-being, or self-rated happiness four months later; in fact, the effects trended negative, although that might be an artifact. The researchers conjecture that the money wasn’t enough and just stressed recipients out trying to figure out how to spend it, which made them feel worse. I think you can tell a story where the previous experiments that gave people long-term regular payments were good because they felt stable, and this one was bad because because it was a one-time shock - but for what it’s worth, the researchers had asked experts to predict the results of this experiment, and they had all guessed that it would go well.
Inline links: here, fails to show any benefit
27: Petition to save California’s last nuclear power plant and “largest source of clean energy”. Update: saved!
Inline links: Petition to save, saved!
Here’s a topographic map of California (source):
Inline links: source
You might notice it has a big valley in the center. This is called “The Central Valley”. Sometimes it also gets called the San Joaquin Valley in the south, or the the Sacramento Valley in the north.
You might notice it has a big valley in the center. This is called “The Central Valley”. Sometimes it also gets called the San Joaquin Valley in the south, or the the Sacramento Valley in the north. The Central Valley is mostly farms - a little piece of the Midwest in the middle of California. If the Midwest is flyover country, the Central Valley is drive-through country, with most Californians experiencing it only on their way between LA and SF. Most, myself included, drive through as fast as possible. With a few provisional exceptions - Sacramento, Davis, some areas further north - the Central Valley is terrible. It’s not just the temperatures, which can reach 110°F (43°C) in the summer. Or the air pollution, which by all accounts is at crisis level. Or the smell, which I assume is fertilizer or cattle-related. It’s the cities and people and the whole situation. A short drive through is enough to notice poverty, decay, and homeless camps worse even than the rest of California. But I didn’t realize how bad it was until reading this piece on the San Joaquin River. It claims that if the Central Valley were its own state, it would be the poorest in America, even worse than Mississippi. This was kind of shocking. I always think of Mississippi as bad because of a history of racial violence, racial segregation, and getting burned down during the Civil War. But the Central Valley has none of those things, plus it has extremely fertile farmland, plus it’s in one of the richest states of the country and should at least get good subsidies and infrastructure. How did it get so bad? II. First of all, is this claim true? I can’t find official per capita income statistics for the Central Valley, separate from the rest of California, but you can find all the individual counties here. When you look at the ones in the Central Valley, you get a median per capita income of $21,729 (this is binned by counties, which might confuse things, but by good luck there are as many people in counties above the median-income county as below it, so probably not by very much). This is indeed lower than Mississippi’s per capita income of $25,444, although if you look by household or family income, the Central Valley does better again. I looked for photos of the Central Valley to illustrate this article, but none of them were quite as I remember it. This one from Sacramento Bee is the closest I could find. But imagine it through a layer of haze, and also you can’t see well because you are in the process of dying from heatstroke. Of large Central Valley cities, Sacramento has a median income of $33,565 (but it’s the state capital, which inflates it with politicians and lobbyists), Fresno of $25,738, and Bakersfield of $30,144. Compare to Mississippi, where the state capital of Jackson has $23,714, and numbers 2 and 3 cities Gulfport and Southhaven have $25,074 and $34,237. Overall Missisippi comes out worse here, and none of these seem horrible compared to eg Phoenix with $31,821. Given these numbers (from Google), urban salaries in the Central Valley don’t seem so bad. But when instead I look directly at this list of 280 US metropolitan areas by per capita income, numbers are much lower. Bakersfield at $15,760 is 260th/280, Fresno is 267th, and only Sacramento does okay at 22nd. Mississippi cities come in at 146, 202, and 251. Maybe the difference is because Google’s data is city proper and the list is metro area? Still, it seems fair to say that the Central Valley is at least somewhat in the same league as Mississippi, even though exactly who outscores whom is inconsistent. III. What do the people who live in the Valley think went wrong? What The Hell Is Wrong With California’s Central Valley?, starting around 9:30, interviews a local conservative realtor (most people in the Valley are conservative; I haven’t found a liberal equivalent). He says that the farms in the Central Valley used to be manned by migrant workers, who would come from Mexico, work for a season, then go back to Mexico and live off their earnings for the rest of the year. Later, policies shifted to welcoming them and granting them citizenship, so many of them came over and brought their families. But around the same time there was a drought, the farm industry crashed, the remaining farms mechanized, all the immigrants were left without work, they got on welfare, and they weren’t able to get off of it. He doesn’t say exactly when this happened, but he says times were good when he was a child, and he looks like he’s in his 30s or 40s. So if he’s 35 and things started going bad when he was 10, that would mean he thinks things started going bad around 1995 to 2000. Here’s a story in the LA Times from 1999, which talks about how things are starting to get bad. It admits that Californians like to poke fun at the Central Valley, but it seems to be just that - poking fun - and not freaking out about poverty and dysfunction the way articles about the Valley do now. But it ends by saying that things are getting worse: To be honest, living in the Central Valley takes some getting used to, especially if you’re from the coast. It’s an acquired taste. Oppressive heat in summer. Depressing tule fog in winter. Sure, fall and spring are OK. But where aren’t they? First-rate culture is scarce. The state capital doesn’t even have a symphony. One of the attractions--it’s almost a local joke--is the ability to get away, particularly from Sacramento. It’s 90 minutes to San Francisco in one direction, or skiing in another; two hours-plus to the ocean or Tahoe […] Still, earthquakes aren’t a menace to most people. And it doesn’t take long before you begin to appreciate certain benefits--indeed, to understand that some Central Valley burgs, especially the capital, are among California’s best kept secrets. Or, at least, they have been. Continuing: When I moved here nearly 40 years ago--the first of three times--summer skies were blue and the stars bright. Fishing was easy in the rivers and pheasant hunting was 10 minutes from town--in fact, where I now live. All this good life, however, has been changing. Sacramento is now the sixth smoggiest area in the country. A gloomy, beige pall greets motorists as they descend from the Sierra. Even worse is the San Joaquin Valley, from Stockton to Bakersfield. It’s rated the nation’s fourth smoggiest region […] And this brings us to the root problem: a population explosion, fed notably by commuters spilling over the Grapevine from L.A. into Bakersfield, and from the Bay Area into the northern San Joaquin Valley, turning farms into houses and freeways into parking lots. In Sacramento, high-tech industry is generating jobs and sprawl. Up and down the valley, people without job skills are having babies and going on welfare. Many are immigrants from Mexico and Southeast Asia. “The population is growing at a faster pace than the economy,” notes Dan Whitehurst, a former Fresno mayor who is running again. “Livability is becoming more of an issue. But the biggest issue still is jobs.” That’s because, aside from Sacramento, the Central Valley has not cashed in on California’s economic boom. Unemployment in the San Joaquin Valley is roughly double the state average. It’s smoggy. Traffic’s getting worse. Farms are disappearing. There aren’t enough jobs. And, says pollster Mark Baldassare, people are “myopic” about their plight. It finishes: “We have a huge problem. ‘No way L.A.’ has been our slogan. But if we build nonstop houses, we’ll be worse than L.A. because we’ll have destroyed our [farm] economic base. . . . There’s no regional leadership. More state officials need to decide this area matters and poke their heads up out of the fog.” The fog and the smog. If not, one day there’ll be no getting used to the place. This is a weird article. It seems to confirm that things used to be better - nobody would call the Central Valley “the good life” now. But its concerns are smog, sprawl, and decreasing share of agriculture. These seem like the problems of somewhere that’s growing - local NIMBYs complaining that too many people want to move in. Today the problem is more that everyone in the Central Valley wants to leave. The piece sort of touches on poverty - “people without job skills are having babies and going on welfare” and “the population is growing at a faster pace than the economy” - but it’s still a weird emphasis, and one that makes me think of this as supporting the “problems were starting in the 90s” view. But by 2012, things were clearly very bad - here’s an article about how Census Shows Central Valley Areas Among Poorest In Nation. It says: Experts say the poverty problem in the nation’s agricultural powerhouse is deeply ingrained. The most important barrier is the valley’s lack of economic diversity. There are simply too few good nonagricultural jobs around and jobs in agriculture tend to be low-wage ones — except for those who run agribusinesses. “It’s a pretty ag-heavy region, so the inequality of wages and the opportunity to earn better wages is really skewed,” said Caroline Farrell, executive director of the Delano-based Center on Race, Poverty & the Environment. “If you own a farm, you’re apt to earn more wealth, while if you’re a farmworker, don’t earn very much.” The valley has not been able to bring or retain many new companies partly because it lacks a qualified workforce, said Atonio Avalos, associate professor of economics at Fresno State University. “We have an issue of skills mismatch,” Avalos said. “Companies may be offering jobs, but the skills of people in the valley are not ones they are looking for.” Students who want to get a college degree face many barriers, he said, and public funding for education is being slashed. Those who do graduate leave to find jobs elsewhere. The valley also doesn’t offer attractive amenities and has serious problems such as air pollution that have gone unaddressed. “If you’re a doctor or engineer, there are other places where you can make good money and live in better conditions,” Avalos said. “Many people don’t come here or leave because of the high incidence of asthma and other respiratory problems.” This sounds like things were already pretty bad in 2012, maybe bad enough that they must have been getting worse for longer than 10 or 15 years, I don’t know. IV. What do the data say? Here are some economic time series. I couldn’t find any good long-term ones; the least bad one comes from this unsourced report: Here it looks like things got worse from 1975 - 1985, and then depending on county there was a slower-to-imperceptible decline thereafter. FRED only has data since 1989, but agrees that things haven’t gotten worse since then. Here’s unemployment: Is this just because people got discouraged (or on welfare) and stopped seeking employment, and so stopped showing up in the statistics? Here’s a graph of Total Employed Persons: In 1990, 303,000 people were employed out of a population of 354,000. In 2022, 430,000 people were employed out of a population of 542,000. So labor participation rate went from 86% to 79%. But national labor force participation decreased by about the same amount during that time, so I don’t think we should overemphasize that. And here are some other graphs I found useful: Fresno housing prices: Racial demographics: Source: Wikipedia. Central Valley cities like Fresno and Bakersfield aren’t really more Hispanic than other parts of California or Arizona, so if immigration or racial issues played a part it must have been more complicated than just numbers. Number of immigrants in California over time: Factors of productivity in agriculture: V. So why is the Central Valley so bad? It’s an agricultural region, but lots of places are agricultural. It got lots of immigrants, but no more than many other places. It’s polluted - but so was LA, and LA rebounded. This is just a weak guess, but I think it starts with their crops. The Midwest grows mostly corn and wheat. The Central Valley is more fruits, vegetables, and nuts. Corn and wheat are easier to harvest, so middle-class farmers can own the farm and buy a mechanical harvester or something. Fruits, vegetables, and nuts benefit from intensive manual picking, so farm owners hire outside labor. According to Carolina Demography: There are about 3 million farmworkers in the United States: about two million are family farmworkers and another one million are hired farmworkers…nationally, about three-fourths of hired farmworkers are foreign-born; most (69%) were born in Mexico; 6% were born in Central America; and 1% were born in another country. Given that these are mostly Mexican immigrants, we’re probably not talking about people who are hired to grow corn in Kansas. I think plausibly the majority of US hired farmworkers live in California’s Central Valley. This makes it a sort of plantation agriculture system, which naturally tends towards landowners taking all the gains and workers ending up as an underclass. In the mid-20th century, the local plantation underclass was made of Okies (cf. The Grapes of Wrath). In the later 20th century, many immigrants moved in, lowering wages. Although immigrants don’t usually lower wages, this is because there are usually lots of industries for people to branch out into, but the Central Valley only has agriculture. Also, agribusinesses were becoming better at mechanizing their operations. Although technology doesn’t usually lower wages, again, this requires lots of diverse industries, and the Central Valley only had agriculture. All of this corresponds to the 1975-1985 period on the graphs where wages were going down. But it sounded from some of the testimonials above like the Central Valley didn’t become truly miserable until the late 90s. I’m not sure why this is. It could be the immigrants switching from being migrant laborers to raising families, and those families were impacted by poverty and inequality in a way the original migrants weren’t. It could be worsening drug problems as new drugs get invented and go down in price. (I’m not sure if NIMBYism and rising house prices also played a part. House prices do seem to have risen, a lot, but I was under the impression that building things in the Central Valley was easy and most of a house’s price there is construction rather than land. I’m not sure why house prices would have gone up so much since 1990 if this were true, though.) Other things that the articles I read emphasized: There’s a severe drought in the Central Valley right now. This is probably partly climate change, partly bad luck, and partly California diverting water to hydrate growing coastal cities. This has made everything worse (but then why isn’t that reflected in worsening economic statistics?)
Inline links: by all accounts, this piece on the San Joaquin River, here, https://substackcdn.com/image/fetch/$s_!dctN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F3c613382-ec3d-421a-b13b-5fee75594959_1280x720.jpeg, Sacramento Bee, from Google, list of 280 US metropolitan areas by per capita income, What The Hell Is Wrong With California’s Central Valley, Here’s a story, Census Shows Central Valley Areas Among Poorest In Nation, this unsourced report, https://substackcdn.com/image/fetch/$s_!viUA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F3cb60f00-5048-44dc-8ad3-49d9036437e8_632x382.png, https://substackcdn.com/image/fetch/$s_!jJHH!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Faf442355-432b-4ac1-b10d-2ebf17011084_1151x345.png, https://substackcdn.com/image/fetch/$s_!oETP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1fe3e7f8-9e13-4295-b608-d071425d6adc_1116x300.png, decreased by about the same amount, https://substackcdn.com/image/fetch/$s_!is_P!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F09af8185-c8cf-4879-999c-4643ec7d7079_989x590.png, https://substackcdn.com/image/fetch/$s_!K8wW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6ce47fbd-0a84-4461-a96c-07a2d8130d4e_412x104.png, https://substackcdn.com/image/fetch/$s_!Vvxn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fe95d035a-8dea-410c-8b8f-19acb145859e_676x356.png, https://substackcdn.com/image/fetch/$s_!xlsr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F36965205-4cb9-4f93-b855-91cc6b9047b5_450x397.png, Carolina Demography, Okies
When I was in graduate school, I was a facilitator for domestic violence batterers intervention psychoeducation groups. (A mouthful, I know). It was the California-mandated program for DV offenders. I did this for about 3 years, and had nearly 4000 clinical contact hours with this cohort.
11: Wedding Of The Waters: To celebrate a new highway opening in 1937, California arranged a ceremony in which water from North America’s highest (then known) lake was transferred from an Indian to the Pony Express to a mule to a covered wagon to ( . . . ) to an airplane to North America’s lowest lake.
Inline links: Wedding Of The Waters
18: Travelogue of a science journalist trying to kayak down an environmentally devastated river in California’s Central Valley. Full of interesting stories and facts - this is the piece I got the “Central Valley poorer than Mississippi stat from. Also, there’s some federal regulation protecting “navigable” rivers, and part of the definition of a “navigable river” is “a river someone has successfully navigated”, which produces an incentive for environmentalists to try to navigate “rivers” that no sane person would otherwise try to go down, and for polluters to come up with wacky plans to stop them. I think more laws should also operate as quest hooks.
My grandparents had an almond and walnut farm in Ripon near Modesto. The time I spent there was the most idyllic childhood imaginable. California's problem's are well publicized as are the problems of rural agricultural areas. And city people usually have a reflexive distaste for a lifestyle they don't understand. So I don't think there is any big mystery here.
That being said, if both my parents died tomorrow I'd be outta here immediately. But not for anywhere else in California and certainly not SF - the Bay has deteriorated more in the last 10 years than Fresno has in the last 30 IMO.
Wanda’s perspective is interesting insofar as it views everywhere in California as disintegrating simultaneously, with the Bay’s problems related to the Valley’s albeit at a different scale. I can’t speak to this firsthand since I moved around too much to get a longitudinal view of any one place.
Previously: 2018, 2020
This is California, so the Democrats always win. When I vote, I mean to send a signal somewhere in between “you are the candidate I really prefer for this office” and “I will vote for the Democrat if I approve of her and want her to have a mandate; otherwise I will vote for the Republican as a protest”.
California will never decide to ban abortion. If the federal government decides to ban abortion, California’s state constitution won’t matter. So you would think that having a right to abortion in the Constitution is a purely symbolic matter.
[Original post here]
Inline links: here
Maximum Limelihood Estimator is concerned that Prop 31 (against flavored tobacco products) is meant to target vaping:
Inline links: is concerned that
BRetty writes:
Inline links: writes
Then came the change. By 1960 the average verbal SAT score for incoming freshman at Harvard was 678, and the math score was 695 - these are stratospheric scores. The average Harvard freshman in 1952 would have placed in the bottom 10% of the Harvard freshman class of 1960. Moreover, the 1960 class was drawn from a much wider socioeconomic pool. Smart kids from Queens or Iowa or California, who wouldn’t have thought of applying to Harvard a decade earlier, were applying and getting accepted . . . and this transformation was replicated in almost all elite schools. At Princeton in 1962, for example, only 10 members of the 62-man football team had attended private prep schools. Three decades earlier every member of the Princeton team was a prep school boy.
40: Sufism Reoriented is a cult part of the diverse and beautiful tapestry of American religious life, best known for inventing the phrase “Don’t Worry, Be Happy” and for being supported by The Cheesecake Factory. This article describes their struggle to build a grand Central Temple in the suburbs of the San Francisco Bay Area, pitting NIMBYs against religious freedom advocates (h/t Ozy).
53: From Works In Progress: The Story Of VaccinateCA, by Patrick McKenzie (@patio11). The very beginning of rolling out COVID vaccines in California was plagued by political and logistical nightmares. Patrick McKenzie of Stripe and a few of his friends founded a group to try to break the logjam, and ended up saving thousands of lives. Highly highly recommended, both as a story about heroic altruism and as a look into how the political sausage gets made (or doesn’t). Don’t worry, there are juicy culture war parts.
Inline links: The Story Of VaccinateCA
“That’s so cheems mindset,” says the woman he’s talking to. Her nametag says ‘Astra’, although you don’t know if that’s her real name, her Internet handle, or her startup. “There’s no alpha left in bringing Buddhism to California. When was the last time you heard of someone preaching the dharma in a red state? Never, I bet.”
“Yeah, California has great weather,” says one of the guys in the kitchen; based on his LEGALIZE HOUSING t-shirt, you infer he is the YIMBY. “Which makes it even crazier that 80,000 Californians a year move to Texas, which is 100 degrees plus in summer and below freezing in winter. It’s not because they like the weather, it’s because California’s restrictive housing policies make it impossible to live here, and despite everything else Texas gets wrong at least you can build homes there!”
So 72% of people agreed that technically true but deliberately misleading things were lies. Could I have saved myself some trouble if I had titled the post “The Media Very Rarely Says False Things”? Or “The Media Very Rarely Makes Up Facts”? I think people would have been equally annoyed that I was using “false things” or “make up facts” in a way that excludes technically-true-but-misleading statements. Someone’s going to argue I should have gone all the way and titled it “The Media Very Rarely Lies, But This Is True Only In The Most Nitpicky Technical Sense Of The World Lie, And In The Normal Sense Of The Word They Definitely Do” - at which point I will remind you that I absolutely did that, I just put the second part in the subtitle instead of the title. If you can’t bring yourself to read the non-bolded gray text, there’s no helping you. 2: Comments Equating Lying With Egregiously Sloppy Reasoning Other people placed a lot of importance on the specific phrasing in the Infowars birth certificate article where it concluded “therefore, the birth certificate is false”. For example, Bakkot: I'm with you on the general point but I think you're being too charitable to InfoWars (and maybe others) in at least some examples. Take the InfoWars birth certificate one: in addition to all the claims about layers and so on, it says "the document is a shoddily contrived hoax". That is a factual claim which is false. They offer support for that claim which isn't actually convincing, and the support they offer happens to be true but out of context, and I'm with you on calling the supporting evidence "not lies". But "the document is a shoddily contrived hoax" is in fact flatly false, and is asserted by the article itself, not just "someone said". This seems wrongheaded to me. Reposting from my own comment there: when I say "Obama's birth certificate is real and not a forgery", I'm not tapping into the Platonic realm and reading the truth directly. I'm saying that I have seen a lot of evidence that makes me think Obama's birth certificate is real and not a forgery, and have inferred the conclusion "it's real and not a forgery" from that. If later it turned out it was a forgery - say there was some amazingly vast conspiracy theory that I completely missed - I wouldn't have been lying when I said the words "Obama's birth certificate is real and not a forgery". I would have been stating the conclusion I had inferred from my facts (which, in this hypothetical, would have been wrong, because I'm bad at reasoning). Jones states his own facts and the conclusion he infers from them. If his conclusion is wrong, the correct term for this wrongness is "failed inference", not "lying". Bakkot is still not happy with this: I don't think you've made a claim with reckless disregard for the truth, whereas I think InfoWars did. I am not at all convinced that InfoWars had a sincere belief that the birth certificate in question was a forgery. I think it is much more likely that they simply didn't care to know the truth of the matter. And I think it's reasonable to say that when someone makes it a false claim without caring whether or not it's true, that's a lie. This is the standard used for defamation in the US ("reckless disregard for the truth" is stock legal phrase), and defamation is usually understood to mean "lying about someone in a harmful way", so I think this is a pretty normal standard. At this point I acknowledge we’re disputing definitions, but I want to stand by mine. I’ve seen, again and again, that people are incapable of understanding that honest disagreement is possible. For example, I wrote about this here in the context of the millions of liberals who insist that conservatives can’t possibly care about fetuses’ lives and anyone who says they does must just be lying about it in order to justify their real program of oppressing women. When someone says “Joe is a liar”, I don’t want to have to ask every time “Do you mean you have some actual evidence for this, or that they said something you disagree with and you instantly leapt to ‘this is reckless disregard for the truth because nobody could ever be so dumb as to honestly disagree with me’?” I think if we let people use the word “lie” this way, then the overwhelming majority of accusations of lying would be false. Why would we want to define a word in a way that dooms it to constantly be used incorrectly to mislead people? I’m kind of sensitive to this because for almost every article I write, people in the comments accuse me of lying, or “pretending” I don’t know why the statements I made are wrong, or some other offense which I plead innocent to. My prior on “a randomly selected egregiously wrong person is lying” is much lower than the sort of people who make these accusations. I think people are just really paranoid about this, and we should use our terms carefully in a way that mitigates this paranoid rather than inflames it. Some of this might be more convincing after you read Part 6 of this post, where I list commenters’ proposed examples of media lies. Eric Newcomer writes: I hope we can all agree that the NYT wouldn't draw such big conclusions from such thin findings. The InfoWars birth certificate article doesn't even really seem internally certain about how PDF layers work. The critique I'm making now falls into the broader "InfoWars is much more egregious in its infractions than the NYT category." But I do think it reveals the slippery line between knowing lies and what one might call "lies of egregious sloppiness." If some serious part of a person knows that they haven't proved what they're claiming but they (or their bosses) insist on claiming that you have proved it, isn't that a form of lying? I’m sorry, but “lies of egregious sloppiness” sounds to me like “physical violence of egregious emotional violence”. Emotional violence and physical violence are both bad. Physical violence probably sounds worse to most people, and so it’s really tempting to, if emotional violence is really bad, say that that makes it a kind of physical violence. But I think that, although this is tempting, it’s false and you shouldn’t do it. I don’t want to say you’re allowed to sound more confident than you are. If you’re 71% confident, and you falsely say you’re 72% confident, then you are lying. But if you are very dumb, and seeing a random piece of toast makes you 100% confident that Obama’s birth certificate is false, and you vomit some random words to that effect onto a page, then you’re an idiot but not a liar. 3: Comments About Whether Infowars Believes Their Own Claims But I guess if you do want to be careful with the definition of the word “lie”, then it becomes important to know whether people at Infowars honestly believe their conspiracy theories or not. I don’t want to defend super-hard the thesis that they do. I’m not sure. If you forced me to guess, I’d say something like for a randomly given Infowars reporter and a randomly selected conspiracy theory they’re reporting on, 40% of the time they think it’s at least plausible enough that they’re doing good work by reporting on it, 20% of the time they know on some level that it’s false and they’re doing something wrong, and 40% of the time they’re in some kind of weird superposition where it seems emotionally true to them and they feel this hard enough that they never get around to asking whether it’s literally true. I’m really not attached to these numbers, but man are a lot of you attached to the claim that they definitely know their theories are false and are consciously lying. My main argument against this is that millions of people believe conspiracy theories - if they didn’t, we wouldn’t care so much about them! - and why shouldn’t some of those people work at Infowars? It would be quite a weird system for the conspiracy ecosystem to be run by an elite who secretly know they’re false, serving up fables to a base who believe them completely. How would you prevent some of the believers from rising into the elite? It would almost take a conspiracy of its own! Eric Newcomer has a more convincing counterargument than I expected: As an aside, I have personally worked at the NYT newsroom (reporting fellow) and at conservative outlet Washington Examiner. And I found the latter to be much sloppier and less worried about thinking through the impression it gave from facts. The Examiner would headline any big budget deficit number etc on my beat whereas the NYT had very detailed copy editors who would spot factual assertions in my copy that I didn't even consider I was making and push back on them. On InfoWars, it seems naive to presume that the outlet pushing the most misleading stories (InfoWars) is acting in good faith rather than just supplying readers with what they want. I get the point (one that Noam Chomsky has made) that outlets can just hire the bias that they want. But I actually think it's fairly hard to staff up true believers who can write and report credibly for conspiracy and super rightwing type stuff -- hence why a bunch of liberals like myself found themselves out of college writing for the local section of the Washington Examiner before it was killed. I find that on an intuitive level, I’m not too surprised to learn this - most journalists seem liberal, it would make sense that conservative papers couldn’t entirely escape this effect. On a more napkin-math level, I’m boggled - isn’t this embarrassing for the Examiner (and the journalists involved?) Wouldn’t they spend a lot of effort avoiding it? In a country with 100 million conservatives, is it really that hard to find a handful of them capable of writing news articles? There are many people writing okay-quality right-wing Substacks that get like five views per article. Are they doing this for the (nonexistent) money, without believing in the cause? If not, why couldn’t these people have been Washington Examiner reporters? Or InfoWarriors? I think Richard Hanania has a theory that a lot of liberals’ political advantage comes from a culture where they are happy to work themselves ragged for minimal compensation as long as it seems like like an impressive job they won’t be embarrassed to tell their friends and family about - ie intellectual college-degree-requiring labor. Maybe this is what the Examiner is taking advantage of? I don’t know. I don’t know what kind of ethical principles Eric considered when he decided to work for the Examiner, but I bet he wouldn’t have agreed to work for Infowars even if they paid him much more money. This should also factor into our calculations about whether Infowars is being staffed by Eric-equivalents. Human writes: There is at least one former infowars employee who alleges that their stories are (at least often) known to be false. The most clear-cut example I can quickly find is here: "Shortly after Jones began selling the supplements, someone posted a video on YouTube holding a Geiger counter displaying high radiation readings on a beach in Half Moon Bay, Calif. The video went viral, stoking fears that radiation from Fukushima was drifting across the Pacific Ocean. Jones saw an opportunity and sent me, along with a reporter, a writer and another cameraman, to California. We had multiple Geiger counters shipped overnight, unaware of how to read or work them, and drove up the West Coast, frequently stopping to check radiation levels. Other than a small spike in Half Moon Bay — which the California Department of Public Health said was from naturally occurring radioactive materials, not Fukushima — we found nothing. "Jones was furious. We started getting calls from the radio-show producers in the office, warning us to stop posting videos to YouTube stating we weren’t finding elevated levels of radiation. We couldn’t just stop, though; Jones demanded constant real-time content. On some of these calls, I could hear Jones screaming in the background." See also here for a discussion of Jones admitting he was lying about Sandy Hook during the lawsuit. 4: Comments On Why 8% Of Americans Said They Had Relatives Who Died From The COVID Vaccine Many people, including me, were confused by a poll in which 8% of Americans said they had a relative who died from the COVID vaccine. I speculated that maybe they were reading too quickly and misinterpreted it as “a relative who got the COVID vaccine”. But Tytonidaen wrote: I think a more likely explanation is that many people are choosing to attribute deaths to the vaccine that are not actually from the vaccine. For example, let's say Person A gets vaccinated and dies shortly after of some completely unrelated cause. And let's say Person B, the loved one being polled, has priors about vaccines or the medical establishment or whatever that cause them to be convinced it was actually the vaccine that killed Person A. In hypothetical reality, Person A lived a rather unhealthy lifestyle, had lots of risk factors for a heart attack, and would have died from a heart attack, regardless of whether they'd gotten the vaccine. Then, when Person A does, indeed, die of a heart attack, and by sheer coincidence had recently gotten vaccinated, Person B blames the COVID vaccine when polled, but it wasn't really the vaccine that killed their loved one. It might be easier to believe that outside forces (like a vaccine) harmed the person than to believe that the loved one's own actions did (like a poor lifestyle, not taking their meds, etc.). That's only one example, but I think the underlying dynamic could easily explain the poll results. None Of The Above wrote: In general, it seems like when you ask a factual question with partisan/CW valence on a poll, and the respondents don't know much about the factual question, they answer the "whose side are you on" question instead. That is, if you ask Republican-voting biologists, they'll nearly all tell you the Theory of Evolution is basically how living stuff came to be, but if you ask Republican-voting normies whose vaguely-remembered high school biology class may have mentioned Darwin a few times, they'll answer that evolution is a lie--they don't really know one way or another, they're just answering the "whose side are you on" question. Democratic normies will far more often tell you evolution is true, but probably could do little better in explaining why than the Republican normies could in explaining why evolution is really an atheist lie of some kind. Zack wrote: I took a time-boxed peek at the Pollfish data. The 1500 results were splint into 3 batches of 500. I arbitrarily selected the Jul 4 file to look at. In that file, there were 36 respondents who reported a household member had died from he vaccine. Focusing on those responses, I noticed a few interesting patterns. Of those 36 respondents, 10 responded "Yes" to both the question about death of a household member from COVID and death of a household member from the vaccine. I'm skeptical that 10 out of 500 people were unfortunate enough to have 2 household members die: one from COVID and one from the vaccine. (Especially because these are not large households; 4 of these 10 report that they have 1 other household member, and 5 of these 10 report having 2-4 other household members.) Of these 36 respondents, 20 responded "Yes" to both the question about death of a household member from the vaccine and "Are you planning on getting future COVID vaccines?" I'm skeptical that 55% of people who had a household member die of a vaccine would plan to get the vaccine themselves. Of these 36 respondents, there are even 4 who experienced a surprising number of adverse affects from the vaccine (Myocarditis, Pericarditis, AND Bell's Palsy ) requiring hospitalization in addition to having a household member die from the vaccine. Of these 4, 2 selected all of the following: "It will likely shorten my lifespan", "I am now unable to hold a job", "I am now unable to work a full day", "It impacts my personal life", "It is a minor annoyance". Those two are planning to get the vaccine again. There's some overlap between these respondents. Ignoring all of them drops from 36 who had a household member die of the vaccine to 12. I don't see obvious inconsistencies in these responses. However, there seems to be a broader issue with the survey design. They look at average time to complete each question, but average doesn't seem like the right measure here (3 people took 10+ minutes to answer; summed, the fastest 250 responses took about as long as those slowest 3). Of the 500 responses, most people seem to answer 7-10 questions. I timed myself just reading those questions silently in my head (not thinking about the answers). Of three attempts, my fastest was a bit over 17 seconds. 40 people completed the survey in 17 seconds or less. I'm skeptical it's possible for someone to provide a quality response to the survey that quickly. 225 people (nearly half) completed the survey in less than 31 seconds. I think that's the fastest I could answer if I were seeing the questions for the first time. It seems like Pollfish's model may encourage hasty, poor quality responses; "Pollfish uses non-monetary incentives like an extra life in a game or access to premium content." (https://resources.pollfish.com/pollfish-school/how-the-pollfish-methodology-works/) It seems like that creates a misalignment of incentives; the respondent is in a hurry to get back to whatever they were doing. They provide survey fraud protection, and claim it filters suspiciously quick or suspiciously consistent answers (e.g., the same answer for all questions), but it seems to be overlooking obviously problematic responses in this case. (https://resources.pollfish.com/pollfish-school/how-pollfish-prevents-fraudulent-responses/) This bothered me enough that I emergency-edited the ACX Survey partway through to include (slightly differently phrased variants of) the two questions on the poll: Did anyone in your family (as per your best guess) die of COVID?
Inline links: https://substackcdn.com/image/fetch/$s_!0sXa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dd54487-ff00-407a-b7f7-ccc96bde115a_731x141.png, For example, Bakkot, here, writes, has a more convincing counterargument, writes, here, here, a poll in which, wrote, wrote, wrote, https://resources.pollfish.com/pollfish-school/how-the-pollfish-methodology-works/, https://resources.pollfish.com/pollfish-school/how-pollfish-prevents-fraudulent-responses/
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
42: In a surprise major victory for YIMBYs, California has removed zoning powers from most of its cities, using an old law saying that unless cities’ zoning plans met certain criteria they could lose zoning powers as a punishment. The law was never really enforced and most cities had been ignoring it for decades, but Newsom dug it out of the books and is enforcing it as of now. Cities are rushing to make new zoning plans that satisfy the old law’s criteria, but even these will require much more development than they are currently allowing. Here’s a Manifold Market on the results:
This seems really low - this article says California needs an extra 2.5 million homes over the next decade just to avoid things getting worse. I think this is because most cities plan to “voluntarily” bring themselves into compliance by building more homes. It looks like San Francisco has come into compliance by “voluntarily” agreeing to build 82,000 homes; San Franciso is about 2.5% of California’s population, but this probably applies more to denser cities, so maybe this suggests a total number of homes in the 1 million range?
Inline links: this article, It looks like San Francisco has come into compliance
On the other hand, everyone will have underestimated the extent of crisis in the Democratic Party. The worst-case scenario is Kamala Harris rising to the main contender against Bernie Sanders in the 2020 primary. Bernie attacks her and her followers as against true progressive values, bringing up her work defending overcrowded California prisons as a useful source of unpaid labor. Harris supporters attack Bernie as a sexist white man trying to keep a woman of color down (wait until the prison thing gets described as “slavery”). Everything that happened in 2016 between Clinton and Sanders looks like mild teasing between friends in comparison. If non-Sanderites rally around Booker or Warren instead, the result will be slightly less apocalyptic but still much worse than anyone expects. The only plausible way I can see for the Dems to avoid this is if Sanders dies or becomes too sick to run before 2020. This could tear apart the Democratic Party in the long-term, but in the short term it doesn’t even mean they won’t win the election – it will just mean a bunch of people who loathe each other temporarily hold their nose and vote against Trump.
1: I’m looking for a psychiatrist to cover me at Lorien Psychiatry while I potentially get elective surgery this spring (maybe for one week?). This would involve answering patient messages, refilling prescriptions, and maybe talking to someone over the phone or videochat if there’s an urgent issue. I would be happy to either pay a reasonable amount of money, or cover you in turn when you need it. Must be licensed in the state of California. Please contact me at scott@slatestarcodex.com if you’re willing to help, and we’ll work something out. Sorry to advertise this here, but I trust psychiatrists who read ACX more than I would trust whoever I could find on a psychiatry Facebook group.
25: Last month, California got serious about YIMBYism and used dug up an old law that let them punish recalcitrant cities (almost all cities in the state) by declaring that anyone could build anything anywhere within their limits. How’s it going so far? Mostly not well; there’s such a tight crony relationship between developers and city governments that the developers are voluntarily waiving their right to build things in the hopes of maintaining their good relationship with city governments (who will have power again after things are normalized). The few applications that have come in have mostly been from loose cannons and revenge-seekers, like this “young homeowner and computer engineer, frustrated that the town has been slow to permit the reconstruction of his water-damaged home, [who] has announced plans to use the zoning holiday to build a 15-unit apartment complex and five townhomes on his property”.
Inline links: How’s it going so far?, like this
California has a centralized database of all controlled substance prescriptions (it’s called CURES). I don’t know how carefully the government monitors it. I often hear stories of doctors who overprescribe controlled substances getting in trouble, but I don’t know the details.
BERKELEY, CALIFORNIA, USA Contact: Skyler Contact Info: skyler[at]rationalitymeetups[dot]org Time: Saturday, May 06th, 01:00 PM Location: Rose Garden Inn, a rationalist event space at 2740 Telegraph Ave. Come in through the front gate on Telegraph. Coordinates: https://plus.codes/849VVP5R+X5 Notes: The Bay rationality community has a mailing list (https://groups.google.com/g/bayarealesswrong) a Discord server (https://discord.gg/Yqus2bFhww) and a Facebook group (https://www.facebook.com/groups/566160007909175) There are dinner meetups every Thursday at 7 PM in the East Bay, and occasional meetups in SF and South Bay.
Inline links: https://plus.codes/849VVP5R+X5, https://groups.google.com/g/bayarealesswrong, https://discord.gg/Yqus2bFhww, https://www.facebook.com/groups/566160007909175
GRASS VALLEY, CALIFORNIA, USA Contact: Max Harms Contact Info: Raelifin[at]gmail[dot]com Time: Sunday, April 30th, 02:00 PM Location: Weather permitting: Condon Park near the prospector statue. Email me so that in case of rain I can let you know where my apartment is. Coordinates: https://plus.codes/84FW6W8H+F5
Inline links: https://plus.codes/84FW6W8H+F5
LOS ANGELES, CALIFORNIA, USA Contact: Vishal Contact Info: Use the LAR Discord Time: Wednesday, April 12th, 06:30 PM Location: 11841 Wagner St, Culver City, CA Coordinates: https://plus.codes/8553XHWM+GP Event Link: https://www.lesswrong.com/events/WvXnkMCpd34NgYDkJ/los-angeles-ca-acx-spring-meetups-everywhere-2023-lw-acx Notes: Questions should be posted in the LAR discord (https://discord.gg/TaYjsvN), or by contacting "Vishal" in DMs via discord.
This is a coordination problem: if every city upzones together, they can all get lower house prices, but each city can minimize its own prices by refusing to cooperate and hoping everyone else does the hard work. This theory is a good match for higher-level management like Gavin Newsom’s gubernatorial interventions in California.
Hopefully by now you can predict my objection: the places in the southeast corner are mostly unfashionable red state Sun Belt cities; the places in the northwest corner are mostly trendy liberal coastal cities. My conclusion is that trendy liberal coastal cities are both more NIMBY and more desirable, and if you use this to draw any conclusions about housing policy you’ll just end up confused. But maybe I should take this same lesson to heart myself. Dense cities are mostly trendy liberal coastal cities; uninhabited tundra in North Dakota isn’t. Maybe the demand is just for trendy liberal coastal cities, and once you attain that status, extra density doesn’t matter that much. Maybe Oakland has already maxed out its “trendy liberal coastal city” status, and even if it became Manhattan-sized, it wouldn’t get any trendier, or would get trendier only with a long time lag. There are a few very trendy small coastal villages in California (think eg Sea Ranch); maybe these (rather than North Dakota) are the natural control group for San Francisco. I think they are still cheaper than SF, but maybe not by very much. Cameron Murray is a housing economist whose work some other commenters recommended; he also writes the blog Fresh Economic Thinking. He very kindly showed up and wrote: I think you are in general right that agglomeration effects are real, which is why bigger cities have higher value to residents. I agree that people move locations. But I think you can go a step further. If one city is growing faster and densifying, surely those people are not demanding homes in other cities and those cities build slower. This is part of the spatial equilibrium story that further makes claims about “build density and get cheap homes” less plausible. 7. My Final Thoughts + Poll Thanks to everyone who commented on this post and helped me refine my thoughts. I’m willing to concede the following points: It might be that only attracting the sort of educated people who found companies, universities, etc will make housing prices go up. Less educated people will take more jobs than they create and not ratchet up the city’s desirability level. (I’d previously told commenters talking about “gentrification” that it was irrelevant to the mechanism I was talking about here, but maybe it isn’t - maybe “gentrifiers” are the people creating more jobs and institutions than they consume, and so homes that attract them in particular will increase demand more than they increase supply? Maybe this discussion does reduce to the gentrification discussion?)
Suppose the city of Oakland, California, was randomly chosen for an experiment in which they had to build 25,000 extra market-rate housing units per year beyond their current plan, with proportional increases in the number of office buildings, schools, etc. In terms of style, quality, location, etc, these homes would be distributed in exactly the same proportion as the city’s existing housing stock. If two people moved into each of these units, this would bring Oakland’s population from ~500,000 now to ~1,000,000 at the end of the decade. Suppose that every other city continues its current policy during this time.
Earthquakes are cascades: The 1960 Valdivia earthquake off the coast of Chile was not simply big, it released a quarter of the combined energy of every earthquake ever recorded. Forest fires are cascades: The Camp Fire in California in 2018 destroyed as many structures as the next seven largest California fires combined.
Inline links: 1960 Valdivia earthquake, Camp Fire in California in 2018
25: Elsewhere in bad policy: after California voted for higher standards for animal welfare in factory farms, the agricultural industry has proposed the EATS Act, banning states from setting standards for what agricultural products they will allow. This seems like a clear attack on states’ rights to me. Still, its supporters cast it as promoting states’ rights, since if eg California bans unethically-factory-farmed meat then Iowa doesn’t have the right to unethically-factory-farm its meat if it wants to sell to California. This is a stupid argument, like saying that it “promotes individual rights” to force dieters to eat high-calorie meals, because their decision not to do so impinges on the rights of chefs to make their meals high-calorie if they would like to sell to dieters. If you’re making a federal power grab, at least admit you’re making a federal power grab! I hope this will either fail or get struck down by the Supreme Court. A post on the Effective Altruist forum urges you to write your representative.
2: Comments on this month’s links: EATS act (banning California from putting animal welfare standards on meat) is definitely constitutional (1, 2); defense of Republican concerns that PEPFAR money is being used to promote abortion (1, 2).
FAYETTEVILLE, ARKANSAS, USA Contact: Antanas Contact Info: antanasriskus27[at]gmail[dot]com Time: Thursday, September 21st, 6:30 PM Location: Wilson Park Coordinates: https://plus.codes/86873RFQ+9M California BERKELEY, CALIFORNIA, USA Contact: Scott and Skyler Contact Info: skyler[at]rationalitymeetups[dot]org Time: Saturday, October 21st, 3:00 PM Location: 2740 Telegraph Avenue Coordinates: https://plus.codes/849VVP5R+X5 (I [Scott] will try to make it to this one!)
Inline links: https://plus.codes/86873RFQ+9M, https://plus.codes/849VVP5R+X5
BERKELEY, CALIFORNIA, USA Contact: Scott and Skyler Contact Info: skyler[at]rationalitymeetups[dot]org Time: Saturday, October 21st, 3:00 PM Location: 2740 Telegraph Avenue Coordinates: https://plus.codes/849VVP5R+X5 (I [Scott] will try to make it to this one!)
Inline links: https://plus.codes/849VVP5R+X5
DAVIS, CALIFORNIA, USA Contact: Arjun Singh Contact Info: arjunsingh8797[at]gmail[dot]com Time: Saturday, October 7th, 1:00 PM Location: John Natsoulas Gallery, 521 1st St, Davis, CA 95616. We'll meet on the roof of the gallery, which is accessible by stairs and elevator. The space isn't very large, so there shouldn't be much opportunity for confusion, and I plan to greet everyone as they enter! Coordinates: https://plus.codes/84CWG7R5+VJ Notes: Please feel free to bring anyone who may be interested in meeting new people, chatting, and playing social deduction board games like Avalon, Secret Hitler, Coup, etc. Dogs likely aren't allowed into the gallery, but children are absolutely fine!
Inline links: https://plus.codes/84CWG7R5+VJ
Source: www.californiaforever.com The company involved (Flannery Associates aka California Forever) has been in stealth mode for several years, trying to buy land quietly without revealing how rich and desperate they are to anyone in a position to raise prices. Now they’ve released a website with utopian Norman-Rockwell-esque pictures, lots of talk about creating jobs and building better lives, and few specifics. My in-laws live just north of the area involved. I drive through there regularly. It’s hot, dry, and without a lot going on. There are a few ~100,000 person towns scattered across the county, usually a small core of shops surrounded by suburbs and strip malls. The culture and politics are about 30% of the way along the spectrum from Bay Area Democrats to Central Valley Republicans. Humans outnumber cows, but the cows make a strong showing. Source: www.californiaforever.com Even for these tech tycoons, $800 million is a lot of money. So what’s the business plan? In one sense, nothing could be simpler. Buy lots of farmland cheap. Build housing for the housing-starved California masses. Once it’s a respectable-sized town, sell dear. If you can actually create a Norman Rockwell utopia, great. But Californians will also pay $750 per square foot for somewhere that just has a little less trash and feces than usual. So the bar is low. Some quick numbers: Flannery has bought about 78 square miles of land, but suppose they can only develop half of it for legal and environmental reasons. This would still make them the same size as the nearby towns of Vacaville (30 sqm) and Fairfield (40 sqm). Land value in Vacaville is about $75K per acre. So if they developed their land to the same level as Vacaville, it would be worth $4 billion. But in fact, they’re talking a lot about “walkable, liveable, sustainable communities”, all of which are code words for “dense”. If their town actually looks like the pictures (note the connected row houses with tiny yards) it could easily be $10 billion plus. That’s not even counting any benefit from the community actually being “utopian”.1 In another sense, this is an extremely risky investment with a long and unclear path to profitability. You can make a killing selling housing in California because there’s constricted supply. There’s constricted supply for legal reasons. Building your own town routes around some, but not all, of the legal problems. And it causes new legal problems of its own. Solano County has a so-called “Orderly Growth Measure” saying that new building should happen in existing cities and not on empty land. In order to start building at all, Flannery has to win a referendum granting an exemption. But they already have a powerful coalition of local enemies: Three months ago, Flannery sued a group of local farmers who wouldn’t sell to them, accusing them of “conspiring to inflate the value of the land”. This isn’t implausible - a known risk of trying to buy lots of contiguous land without eminent domain powers is that locals realize you’re desperate and conspire to raise prices. But it’s also not implausible that billionaires trying to get farmers to sell their land are playing legal hardball. In any case, local officials and farming activist groups took the farmers’ side and are now really mad.
Inline links: www.californiaforever.com, https://substackcdn.com/image/fetch/$s_!WM7D!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F30b96ee2-2315-4653-81d4-3d496fa39f65_639x334.webp, 1, https://substackcdn.com/image/fetch/$s_!325S!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc00a6c17-2706-4150-8884-1c66be633c44_640x632.webp, accusing them of
Source: www.californiaforever.com Even for these tech tycoons, $800 million is a lot of money. So what’s the business plan? In one sense, nothing could be simpler. Buy lots of farmland cheap. Build housing for the housing-starved California masses. Once it’s a respectable-sized town, sell dear. If you can actually create a Norman Rockwell utopia, great. But Californians will also pay $750 per square foot for somewhere that just has a little less trash and feces than usual. So the bar is low. Some quick numbers: Flannery has bought about 78 square miles of land, but suppose they can only develop half of it for legal and environmental reasons. This would still make them the same size as the nearby towns of Vacaville (30 sqm) and Fairfield (40 sqm). Land value in Vacaville is about $75K per acre. So if they developed their land to the same level as Vacaville, it would be worth $4 billion. But in fact, they’re talking a lot about “walkable, liveable, sustainable communities”, all of which are code words for “dense”. If their town actually looks like the pictures (note the connected row houses with tiny yards) it could easily be $10 billion plus. That’s not even counting any benefit from the community actually being “utopian”.1 In another sense, this is an extremely risky investment with a long and unclear path to profitability. You can make a killing selling housing in California because there’s constricted supply. There’s constricted supply for legal reasons. Building your own town routes around some, but not all, of the legal problems. And it causes new legal problems of its own. Solano County has a so-called “Orderly Growth Measure” saying that new building should happen in existing cities and not on empty land. In order to start building at all, Flannery has to win a referendum granting an exemption. But they already have a powerful coalition of local enemies: Three months ago, Flannery sued a group of local farmers who wouldn’t sell to them, accusing them of “conspiring to inflate the value of the land”. This isn’t implausible - a known risk of trying to buy lots of contiguous land without eminent domain powers is that locals realize you’re desperate and conspire to raise prices. But it’s also not implausible that billionaires trying to get farmers to sell their land are playing legal hardball. In any case, local officials and farming activist groups took the farmers’ side and are now really mad.
Inline links: www.californiaforever.com, 1, https://substackcdn.com/image/fetch/$s_!325S!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc00a6c17-2706-4150-8884-1c66be633c44_640x632.webp, accusing them of
In another sense, this is an extremely risky investment with a long and unclear path to profitability. You can make a killing selling housing in California because there’s constricted supply. There’s constricted supply for legal reasons. Building your own town routes around some, but not all, of the legal problems. And it causes new legal problems of its own. Solano County has a so-called “Orderly Growth Measure” saying that new building should happen in existing cities and not on empty land. In order to start building at all, Flannery has to win a referendum granting an exemption. But they already have a powerful coalition of local enemies: Three months ago, Flannery sued a group of local farmers who wouldn’t sell to them, accusing them of “conspiring to inflate the value of the land”. This isn’t implausible - a known risk of trying to buy lots of contiguous land without eminent domain powers is that locals realize you’re desperate and conspire to raise prices. But it’s also not implausible that billionaires trying to get farmers to sell their land are playing legal hardball. In any case, local officials and farming activist groups took the farmers’ side and are now really mad.
Inline links: accusing them of
I'm a tunnelling engineer in California, very pro-public transit, very anti-Musk for about 8 years now.
The California High Speed Rail project will be the fastest train speed anywhere in the US. In my view it's an exciting new type of project we haven't built before. But in public opinion it's panned as a disaster or "boondoggle" project. Yes I admit it has schedule problems and cost overruns, and this is a legitimate gripe about the project. But this is unfortunately normal for a construction project in California, or the US in general.
Maybe California HSR fails, maybe Boring Company fails, maybe California HSR succeeds, maybe Boring Company succeeds. But I feel that the public is putting points on the scoreboard before the projects are completed.
20: Gold Base is Scientology’s semi-secret headquarters in Riverside County, California. “According to some former members of Scientology, conditions within Gold Base are harsh, with staff members receiving sporadic paychecks of $50 at most, working seven days a week, and being subjected to punishments for failing to meet work quotas. Media reports have stated that around 100 people a year try to escape from the base but most are soon retrieved by ‘pursuit teams’…Captured escapees are said to have been subjected to isolation, interrogation and punishment after being brought back to the compound.”
Inline links: Gold Base
And if we eliminate prescriptions, are all medications freely available at the corner store? Does this include warfarin, where getting the dose slightly wrong makes you bleed to death? Does it include MAOIs, where eating cheese after use makes your blood vessels explode? Obviously you put these things on the label, but is it in bigger or smaller print than “this blood-vessel-exploding medication contains chemicals known to the state of California to cause cancer”? Don’t all reasonable people ignore labels because they’re useless? And who decides what side effects are so bad you need to put them on the label? (right now it’s the FDA)
In the mornings, I sunbathed and walked to Whole Foods and FaceTimed my new boyfriend, feeling the gap between England and California close. In the afternoons, I went to the comedy festival, where I felt more me than I had in months, indulging the person I was and the things I liked. One night, I watched comedy band The Lonely Island, laughing in a crowd alone as they brought out Michael Bolton and T-Pain.
This one will only be interesting for other people interested in California’s water situation. Snowpack is a major determinant of how much water eventually makes it into reservoirs for the year and whether we get nagged about drought or not. Here’s median and past years for context, looks like this year is a bit low.
Inline links: Here’s median and past years for context
3: I won’t have a voting guide up in time for the California primary on Tuesday, but Jessica Ocean of the PsychCrisis blog has interesting thoughts on Proposition 1 (mental health funding).
Inline links: has interesting thoughts on Proposition 1
BUDAPEST Contact: Timothy Underwood Contact Info: timunderwood9[at]gmail[dot]com Time: Sunday, April 14th, 2:00 PM Location: The North East corner of Muzeumkert is the plan. There are a bunch of benches that we can move around to sit in a circle. If the weather is raining, or otherwise bad, we'll squeeze into the California Coffee co next to the Muzeumkert, which will hopefully have enough room since it will be on a Sunday. Coordinates: https://plus.codes/8FVXF3R7+Q8 Group Link: https://groups.google.com/g/rationality-budapest
FORT SMITH, ARKANSAS, USA Contact: Cristina Contact Info: olsoncristina[at]gmail[dot]com Time: Thursday, April 25th, 6:00 PM Location: Bakery District, 70 S 7th St, Fort Smith, AR 72901 Coordinates: https://plus.codes/86779HMF+V6H California ARCATA, CALIFORNIA, USA Contact: Tyler S Contact Info: Tylers[at]duck[dot]com Time: Saturday, May 25th, 1:00 PM Location: “The pub at the creamery” in Arcata. 824 L St suite a, Arcata, CA 95521. I will have an ACX Meetup Sign Coordinates: https://plus.codes/84GQVW95+WC
Inline links: https://plus.codes/86779HMF+V6H, https://plus.codes/84GQVW95+WC
ARCATA, CALIFORNIA, USA Contact: Tyler S Contact Info: Tylers[at]duck[dot]com Time: Saturday, May 25th, 1:00 PM Location: “The pub at the creamery” in Arcata. 824 L St suite a, Arcata, CA 95521. I will have an ACX Meetup Sign Coordinates: https://plus.codes/84GQVW95+WC
Inline links: https://plus.codes/84GQVW95+WC
I have some expertise in harassment cases in California. The idea that one joke creates liability is untrue. See: California Civil Jury Instruction (abbreviated CACI for reasons not immediately clear to the casual observer) 2521A. Further different workplaces can have different standards; (see the Friends case - Lyle v. Warner Brothers (38 Cal.4th 264)). "FEHA is not a civility code."
Second, almost all states have anti-discrimination laws modeled on Title VII, and most cover much smaller companies. In some states (California, for example), the state laws and state court system are so much more favorable to plaintiffs that plaintiff-side employment lawyers will actively *avoid" pleading claims under Title VII (or other federal laws) and do what they can to avoid litigating in federal court.
California’s state senate is considering SB1047, a bill to regulate AI. Since OpenAI, Anthropic, Google, and Meta are all in California, this would affect most of the industry.
Inline links: SB1047
California’s state senate is considering SB1047, a bill to regulate AI. Since OpenAI, Anthropic, Google, and Meta are all in California, this would affect most of the industry. If the California state senate passed a bill saying that the sky was blue, I would start considering whether it might be green, or colorless, or maybe not exist at all. And people on Twitter have been saying that this bill would ban open-source AI - no, all AI! - no, all technology more complicated than a toaster! So I started out skeptical.
Inline links: SB1047
If the California state senate passed a bill saying that the sky was blue, I would start considering whether it might be green, or colorless, or maybe not exist at all. And people on Twitter have been saying that this bill would ban open-source AI - no, all AI! - no, all technology more complicated than a toaster! So I started out skeptical.
» You might think a sudden doubling in maternal death rates would be obviously flagged as a data issue to correct, but this turns out not to be so. Because the United States has a federal system, individual states added the checkbox in different years. While individual state maternal deaths showed sharp level shifts, the national maternal death count drifted upward gradually as states added checkboxes to their death certificates: California in 2003, Florida in 2005, Texas in 2006, Ohio in 2007, Tennessee in 2012, etc.
1: A message from ACX Grantee 1DaySooner: California is considering a law to ban things that emit ozone. As unintentional collateral damage, this bill would ban far-UV light, a new disinfection technology that can potentially eliminate all indoor respiratory diseases, but which also creates trivial amounts of ozone. Far UV is almost ready for deployment, and could potentially save tens of thousands of lives yearly. 1DaySooner, a health-related charity, is trying to convince the California government to exempt it from this law, or at least to remember that it exists when writing the exact text of the bill. They are asking Californians to write to their representative about this. Representative Buffy Wicks is on a relevant committee, and support from her constituents (Berkeley, Richmond, and north Oakland) would be especially helpful. I’ve posted more information - including what you can say to your representative - as a comment below.
Trump: I think you can rescue the idea of states, if you think of them not as real in themselves, but as different aspects of the American atom. When we consider America in the context of its vastness and its freedom, we call it "Texas". When we consider America in the context of its innovation and cultural influence, we call it "California". When we consider America in the context of its barrenness and oil-producing-capacity, we call it "North Dakota". And so on. America does not have states in the sense that Queensland is a state of Australia, it has states in the sense that ice or steam is a state of water. This isn’t to say that America ever changes between these states, because change is a property of compound entities. But it may appear to outside observers in one or another of these ways at different times.
Biden: Scott, I think about these things through the lens of Sir James Frazier’s seminal work on anthropology, The Golden Bough. Frazier writes that all rituals descend from the same ur-ritual: sacrificing the king to restore the fertility of the soil. As time went on, instead of sacrificing the literal king, societies changed this ritual into more and more figurative forms. In one common instantiation, typified by the Roman festival of Saturnalia, a commoner was chosen as the “mock king” or “king of fools”. He would be feted for a time, given the finest goods and the most delicate foods, and then sacrificed to the gods in place of the true king. I think of cancel culture as an outgrowth of this phenomenon. We take undeserving commoners and promote them to celebrities. For a time they bask in limitless wealth and the adoration of all. Then we destroy them. This may seem harsh to the uninitiated. But without it, the corn would fail in Iowa, the grapes would wilt on the vine in California, and the apple trees of New England would wither and die. Our celebrities know by what bargain they have gained their ephemeral reign. Let none mourn the inevitable consequences.
If, sitting at home in this moment, you are fully conscious, then you know a true fact that you can never communicate to me. No matter how loudly you insist on your own interiority, I would just hear it as an NPC programmed to say those words. But imagine if you could convince me! Imagine how wonderful it would be! This great country - all entirely real! The redwoods of California - real! The mighty Mississippi - real! The skyscrapers of Manhattan - real! All you three hundred million Americans, in your countless races and religions and separate lives - real, every one of you! I think my heart would break with joy.
That said, there are flowers of hope that spring through the cracks. There was the passage of Prop 12 in California, where voters opted to give more space to farmed animals. The appeals went all the way to the Supreme Court, and the law was upheld. Scully spends the last part of the book imploring us to change the laws so that more animals are protected, so I’m sure he smiled at that one.
Inline links: passage of Prop 12 in California
The third broad category of response was people who objected that surely this problem is solvable, because other countries solve it. The past solved it! California c. 2020 is the only society that has this level of problem with homelessness. We need to be ambitious and believe in ourselves!
Or consider high-speed rail. A decade or two ago, California voted to construct a world-class high-speed rail system linking the whole state. Conservatives warned this would be a horrible boondoggle. But cheap, high-quality high-speed rail is definitely doable. Japan does it! France does it! America created a 3000 mile Rockies-crossing Transcontinental Railroad in f**king 1869, don’t tell me we can’t do rail! You’re just a defeatist who thinks we can’t do things other countries do easily.
Still, the conservatives were right. California’s high-speed rail is absolutely a horrible boondoggle: the state put tens of billions of dollars into the project and still hasn’t even connected the first two cities in the completely-flat-and-empty Central Valley. It’s unclear if they ever will. The last company they hired to run the project gave up in disgust and moved to Africa because it was “less politically dysfunctional” (this is true!)
Inline links: this is true!
Contact: Keaton Contact Info: keatonhurlbut[at]gmail[dot]com Time: Wednesday, September 04th, 06:30 PM Location: Raising Cane's Chicken Fingers - 1788 W Martin Luther King Jr Blvd. I'll have a sign that says ACX MEETUP Coordinates: https://plus.codes/86873R47+QJ Notes: Please RSVP by emailing me California BERKELEY, CALIFORNIA, USA Contact: Scott and Skyler Contact Info: skyler[at]rationalitymeetups[dot]org Time: Saturday, September 14th, 03:00 PM Location: 2740 Telegraph Avenue, Berkeley. We'll have a sign saying ACX Meetup by the door. Coordinates: https://plus.codes/849VVP5R+X5 Group Link: https://groups.google.com/g/bayarealesswrong
Contact: Scott and Skyler Contact Info: skyler[at]rationalitymeetups[dot]org Time: Saturday, September 14th, 03:00 PM Location: 2740 Telegraph Avenue, Berkeley. We'll have a sign saying ACX Meetup by the door. Coordinates: https://plus.codes/849VVP5R+X5 Group Link: https://groups.google.com/g/bayarealesswrong GRASS VALLEY, CALIFORNIA, USA Contact: Max Harms Contact Info: raelifin[at]gmail[dot]com Time: Saturday, October 26th, 06:30 PM Location: Private Residence (Message/email me for address) Coordinates: https://plus.codes/84FW6W8G+GX Notes: Halloween party! Come in costume! This is at my house, so please message me if you want to come. First-time people are welcome. :D The plus.code coordinates are approximate.
Contact: Max Harms Contact Info: raelifin[at]gmail[dot]com Time: Saturday, October 26th, 06:30 PM Location: Private Residence (Message/email me for address) Coordinates: https://plus.codes/84FW6W8G+GX Notes: Halloween party! Come in costume! This is at my house, so please message me if you want to come. First-time people are welcome. :D The plus.code coordinates are approximate. LOS ANGELES, CALIFORNIA, USA Contact: Vishal Contact Info: Contact me on discord Time: Wednesday, September 11th, 07:00 PM Location: 11841 Wagner Street, Culver City, Los Angeles Coordinates: https://plus.codes/8553XHWM+GP Group Link: losangelesrationality.com Notes: Join our discord, where we do all our communication (invite link on losangelesrationality.com).
Inline links: https://plus.codes/84FW6W8G+GX
“Meanwhile, if you look back a century or so, there’s widespread agreement that Asian people are yellow. I’m sure you’ve heard of the Yellow Peril. But there are plenty of Asians here in California. None of them are yellow! What we have here is a skeuomorph. Humans used to be yellow! Then they changed color. Asians were the last holdouts, but now we’ve lost them too!”
27: Related: Trevor Klee’s impressions after visiting California.
Inline links: Trevor Klee’s impressions after visiting California.
44: New voices in favor of SB 1047 California bill on regulating AI - Elon Musk, net neutrality + open software hero Lawrence Lessig, and formerly-skeptical AI company Anthropic. Meanwhile, opponents are sticking to their talking point that it’s an attempt by incumbents to shut down upstart competitors (funny; the biggest incumbent, OpenAI, is against it), and trying to muddy the waters with really dumb polls.
3: SB 1047, the bill to regulate AI, has passed California’s legislature and is now in front of Governor Newsom, who is reported to be considering vetoing it. If you want to let him know your opinion, you can read more about how to do so here.
Inline links: here
Each election year, I’ve shared how I plan to vote in local elections. This year I want to scale up and produce voter guides for all the big US cities/states with a critical mass of ACX readers.
Inline links: I’ve shared
I’d like a paragraph or two of reasoning (can be longer if there’s a really complicated issue) plus a recommendation (the recommendation can be “we’re not sure”). See my 2022 post for examples.
Inline links: my 2022 post
I assume everyone already knows who they’re picking for president. I’m more interested in downballot races like mayor, county supervisor, or state legislator. In states like California where people vote directly on propositions and constitutional amendments, I’m interested in those too. You don’t have to do every single dogcatcher or whatever. Think of the effective altruist motto - “important, tractable, neglected” - and pick whatever set of local races seem highest value.
(In case you’re just joining us - SB 1047 is a California bill, recently passed by the legislature but vetoed by the governor - which forced AI companies to take some steps to reduce the risk of AI-caused existential catastrophes. See here for more on the content of the bill and the arguments for and against; this post will limit itself to the political fight.)
Inline links: here
State Senator Scott Wiener, unusually for California politicians, is a thoughtful person with a personality and a willingness to think outside the box. When there’s a really interesting bill that makes people wake up and pay attention, it’s usually one of his. Some of his efforts I can get behind - he’s a big YIMBY champion, and gets credit for the law letting homeowners build ADUs. Others seem crazy to me - like a law which lowered penalties for knowingly exposing someone to HIV (you can read his argument for why he thought this was a good idea here)1. Still, love him or hate him, he feels like a live player in ways that other Californian politicians don't.
The most important supporter was, of course, The Average Californian.
California’s power use over a typical spring day. Not only does solar dominate the daytime, but batteries (mostly storing solar power) are making inroads into the evening and night. The remaining limitation is high-density use cases; for example, a passenger jet needs to get a lot of power from a source light enough to fit on the plane. So far batteries can’t do that. The solarists are undaunted: you can use solar power to “mine” carbon from the air and convert it into fossil fuels, then use the fossil fuels on the plane. Since you took the carbon out of the air in the first place, it’s still carbon neutral!
Inline links: you can use solar power to “mine” carbon from the air and convert it into fossil fuels
I got to attend a session on SB 1047, the recently-vetoed California AI regulation bill. The most interesting thing I learned was that California’s position as home to all big American AI companies was irrelevant - the bill could have equally well been in New York or Texas. Any state can try to regulate any industry, and the industry has to comply or leave the state; it’s almost never worth the economic loss to abandon big states, so legislation in any big state has nationwide effects. Everyone agrees this is awkward, but the Supreme Court recently confirmed that it was true in a ruling on Prop 12, California’s law demanding better conditions for factory-farmed pigs. California doesn’t have a lot of factory-farmed pigs, so this law primarily demanded that other states give their pigs better conditions if they wanted to sell pork in California (which they all do). The Supreme Court said this was fine, and presumably would make the same decision if New York or Texas tried to regulate AI. The federal government tends to think of these situations as an invitation to step in (though it hasn’t with Prop 12), and if too many states make too many confusing regulations then Congress will probably pass a law to sort things out. But for now, it’s a free-for-all.
Inline links: Prop 12
(this means the claims that “AI companies are going to leave California!” or “Elon Musk is only supporting this because his AI company isn’t in California!” were even more deceptive than I thought - leaving California would make no difference!)
Proposition 36 is a California ballot measure that increases mandatory sentences for certain drug and theft crimes.
It’s also a referendum on over a decade of sentencing reform efforts stemming from California’s historical prison overcrowding crisis. Like many states, California passed increasingly tough sentencing laws through the 90s and early 2000s. This led to the state’s prisons operating massively over capacity: at its peak, a system built for 85,000 inhabitants housed 165,000. This was, among other things, a massive humanitarian crisis. The system was too overstretched to provide adequate healthcare to prisoners. Violence and suicide shot up.
Inline links: 165,000
In 2011, the Supreme Court ruled that California prisons were so overcrowded that their conditions violated the 8th Amendment ban on cruel and unusual punishment. That year, the state assembly passed a package of reforms called "realignment," which shifted supervision of low-level offenders from the state to the counties. Then, in 2014, Californians voted for Proposition 47, which reduced some felony crimes to misdemeanors – theft of goods valued at under $950 and simple drug possession – and made people in prison for those crimes eligible for resentencing. Together, realignment and Prop 47 brought down California’s prison and jail population by 55,000.
As we speak, PredictIt says there’s a 7% chance that Kamala Harris will be the next President. Commenters are debating whether maybe Biden will resign in her favor so she can get to be “first woman president” for a few months. But long after Biden won the last election, PredictIt said there was a 9% chance Trump would be the next President; some commenters suggested that maybe he would #StopTheSteal and win a fair recount (aside from the inherent implausibility of this, some of the specific scenarios bettors placed money on required him to win California, where his campaign hadn’t even asked for a recount).
3: More responses to responses on the California shoplifting policing situation, this time from a former public defender. I continue to be confused where in the system the decision not to arrest shoplifters is happening and why, and continue to welcome more informed analysis of this.
Inline links: this time from a former public defender
Aftereffects2: Once a criminal is released from prison, they either reoffend or don’t. Perhaps long prison sentences reduce reoffending, because the prisoners have had more time to be “scared straight” or “find God” or get connected to good social services. Or perhaps long prison sentences increase reoffending, because the prisoners have lost their outside social connections, formed new criminal social connections in prison (eg joined gangs), or just forgotten how to survive on the outside. The earliest studies investigated these three effects through correlational studies: do states with longer sentences have less crime / less recidivism / etc ? These reviews all express skepticism about this method: it’s the old “correlation vs. causation” problem again. What if the causation is backwards, and more crime causes longer sentences (because high-crime states want to get tough and fight back)? Or what if they’re only linked through some third concept? For example, suppose all states are either generically tough-on-crime (with long sentences, more police, more social sanctions on criminals) or generically soft-on crime (short sentences, less police, etc). Then any part of the tough-on-crime package would confound all the others (eg if more police decreased crime, it would falsely look like longer sentences did). In order to avoid these problems, all three reviews recommend experimental and quasi-experimental studies. We’ll look into the exact methodologies later, but typical papers would look at crime rates just before or after new sentencing laws were passed, or at very similar crimes which quirks of the sentencing regime punish very differently. Roodman and Nagin look only at experimental or quasi-experimental studies, whereas Berger sometimes carefully examines some of the better and more-carefully-controlled correlational evidence. Let’s see how each one treats these three bins. Deterrence Rational actors consider the costs and benefits of a strategy before acting; this model has been successfully applied to the decision to commit crime. Studying deterrence is complicated, and usually tries to tease out effects from the certainty, swiftness, and severity of punishment; here we’ll focus on severity. A typical study here is Helland and Tabarrok 2007 (you may know Alex Tabarrok from Marginal Revolution). They looked at California’s famous Three Strikes law, which says that a criminal who has already committed two major crimes will automatically get a sentence of twenty years to life on their third. This is potentially a good way to study deterrence, because one group of criminals (those with no strikes) will get a normal sentence for their next crime, but another (those with 2 strikes) will get a long sentence. So if long sentences have a strong deterrent effect, we expect the second group to commit far fewer minor crimes than the first. It would be naive to jump straight to doing this study in the whole population, because people with multiple past “strikes” are more likely to be hardened criminals, and should be expected to offend more in the future. So H&T did something more complicated. They looked at criminals with one strike, plus a second crime that was on the border of being “major” enough to earn a second strike. Some had good luck at their trial, got their offense downgraded to a “minor” crime, and continued to only have one strike; others had bad luck, got their offense upgraded to a “major” crime, and earned a second strike. Now we have two groups with exactly equal criminal histories but different number of strikes! That means one group will be punished more severely for their next crime than the other. How much deterrent effect does this have? They found that 48% of the one-strike group and 40% of the two-strikes group got arrested per year, a difference of 17%. They re-ran their analysis with data from other states, and found the same pattern in Texas (the only other state with a three-strikes law) but not elsewhere. This reassured them that it’s a real effect of deterrence and not just an artifact. Still, Helland and Tabarrok are not impressed by this result. Yes, we decreased crime by 17%. But it took an extraordinarily severe threat. The Three Strikes Law raised the expected sentence for a third crime from ~5 years to ~20 years, so each extra year in the threatened sentence decreased crime about 1%. If you think about this economically, it’s a bad deal; it takes $150,000 worth of incarceration costs to deter one crime, but the social cost per crime is (they say, citing another economics paper) about $34,000. And most deterrence isn’t this strong. Only 4% of California crime is committed by offenders with two previous strikes, and there’s no political will to impose these kind of 20+ year sentences on first-time criminals. So most deterrence will look more like the Proposition 36 proposal we discussed last month, which increases shoplifting sentences from six months to three years. If we use H&T’s numbers (probably inappropriate since there may be nonlinear effects), we would expect that section of Prop 36 to deter crime by 2%. There are two other considerations that might increase or decrease our estimate of deterrence. First, how sure are we that the police caught all the crimes here? In general, only about 50% of violent crimes and 10% of property crimes are caught. Should we multiply these numbers by somewhere between 2-10x? I think in this case the multiplier should be somewhat less. The subjects in this study were on parole or probation from their previous strike, so they were more likely to be monitored by police. And they’d already gotten caught twice, which suggests they’re either worse at crime than average, or operating in areas with better-than-average police coverage. Still, maybe we should multiply by, idk, 2-5x? This won’t affect our percentages: we expect that arrests are some fixed proportion of offenses, so if a criminal gets caught 17% more often, they’re probably committing 17% more crimes (however many that is). But it might affect our estimate of the social costs of crime. Instead of saying that $150,000 worth of incarceration costs prevents $34,000 worth of crime, maybe we should say that it prevents $68,000 - $170,000 - which, at the higher end of the range, would be economically break-even. Second, what kind of crimes are we deterring? Here Roodman, the anti-incarceration review, analyzes H&T’s data more thoroughly and finds that their effect is concentrated in the least severe crimes: That is, overall crime decreased 17%. But violent crime decreased only 1.7% (not significant). The only crime where the decrease reached statistical significance was drug crime (31%). Should we take this completely seriously and say that the Three Strikes Law only deterred drug crime? I’m not sure. The argument against is that drug crime was the most common category of crime in this sample, so it’s possible that the study was powered to detect decreases in drug crime but not in other categories. In favor of this interpretation, vehicle theft (a category sometimes found to be especially deterrable in other studies) went down 19%, similar to the overall headline number - it just didn’t reach statistical significance. But against this interpretation, larceny (minor robberies like shoplifting) went up 22%. This is obviously random noise, and it would be unfair to ignore the larceny result but count the (equally weak) vehicle theft result just because it agrees with our priors. I think when you average everything together, it really does look like the effect on everything except drugs is small. Maybe it’s hard to deter violent crimes (because these are executed in a fit of passion), it’s hard to deter property crimes (because criminals need the money), but it’s easier to deter drug crimes (because people make more rational decisions about whether or not to use drugs)? (How much do we care about drug crime? Tabarrok says somewhat, because drugs can be a “gateway crime” that gets people into the criminal lifestyle. Roodman says not much. It’s either personal use, which is mostly victimless, at least compared to other crimes. Or it’s dealing, which is demand-driven and almost impossible to stop through incarceration - if you lock up every member of Cartel A, that just creates a lucrative niche for Cartel B to step in and fill.) So a pessimistic interpretation (which I find hard to avoid) is that an extra year added on to a prison sentence decreases drug crimes by 2%, and other crimes some unmeasurably-small amount that may or may not be literally zero. I went into this one study in depth so you have an idea where these numbers are coming from, but here’s a broader survey of deterrence research: Ross 1982 investigated the effects of some widely publicized laws that increased penalties for drunk driving. They found that it decreased drunk driving 66% (!) in the year the law came out, but this effect gradually faded to zero over the next three years. The most likely explanation is that the publicity around the new law got people excited, but nobody really knows the laws around drunk driving anyway (do you know what the range of sentences for DUI in your jurisdiction is?) and so once the excitement of “law is stricter now!” faded from memory, the law had no effect.
Inline links: 2, Helland and Tabarrok 2007, https://substackcdn.com/image/fetch/$s_!nELb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7bce7337-4327-4f36-9872-3badd2c8a5d6_449x538.png, https://substackcdn.com/image/fetch/$s_!sz6E!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F74a4f1cf-87ec-4cdb-8a0e-0e8097fe2368_993x723.png, Ross 1982
They re-ran their analysis with data from other states, and found the same pattern in Texas (the only other state with a three-strikes law) but not elsewhere. This reassured them that it’s a real effect of deterrence and not just an artifact. Still, Helland and Tabarrok are not impressed by this result. Yes, we decreased crime by 17%. But it took an extraordinarily severe threat. The Three Strikes Law raised the expected sentence for a third crime from ~5 years to ~20 years, so each extra year in the threatened sentence decreased crime about 1%. If you think about this economically, it’s a bad deal; it takes $150,000 worth of incarceration costs to deter one crime, but the social cost per crime is (they say, citing another economics paper) about $34,000. And most deterrence isn’t this strong. Only 4% of California crime is committed by offenders with two previous strikes, and there’s no political will to impose these kind of 20+ year sentences on first-time criminals. So most deterrence will look more like the Proposition 36 proposal we discussed last month, which increases shoplifting sentences from six months to three years. If we use H&T’s numbers (probably inappropriate since there may be nonlinear effects), we would expect that section of Prop 36 to deter crime by 2%. There are two other considerations that might increase or decrease our estimate of deterrence. First, how sure are we that the police caught all the crimes here? In general, only about 50% of violent crimes and 10% of property crimes are caught. Should we multiply these numbers by somewhere between 2-10x? I think in this case the multiplier should be somewhat less. The subjects in this study were on parole or probation from their previous strike, so they were more likely to be monitored by police. And they’d already gotten caught twice, which suggests they’re either worse at crime than average, or operating in areas with better-than-average police coverage. Still, maybe we should multiply by, idk, 2-5x? This won’t affect our percentages: we expect that arrests are some fixed proportion of offenses, so if a criminal gets caught 17% more often, they’re probably committing 17% more crimes (however many that is). But it might affect our estimate of the social costs of crime. Instead of saying that $150,000 worth of incarceration costs prevents $34,000 worth of crime, maybe we should say that it prevents $68,000 - $170,000 - which, at the higher end of the range, would be economically break-even. Second, what kind of crimes are we deterring? Here Roodman, the anti-incarceration review, analyzes H&T’s data more thoroughly and finds that their effect is concentrated in the least severe crimes: That is, overall crime decreased 17%. But violent crime decreased only 1.7% (not significant). The only crime where the decrease reached statistical significance was drug crime (31%). Should we take this completely seriously and say that the Three Strikes Law only deterred drug crime? I’m not sure. The argument against is that drug crime was the most common category of crime in this sample, so it’s possible that the study was powered to detect decreases in drug crime but not in other categories. In favor of this interpretation, vehicle theft (a category sometimes found to be especially deterrable in other studies) went down 19%, similar to the overall headline number - it just didn’t reach statistical significance. But against this interpretation, larceny (minor robberies like shoplifting) went up 22%. This is obviously random noise, and it would be unfair to ignore the larceny result but count the (equally weak) vehicle theft result just because it agrees with our priors. I think when you average everything together, it really does look like the effect on everything except drugs is small. Maybe it’s hard to deter violent crimes (because these are executed in a fit of passion), it’s hard to deter property crimes (because criminals need the money), but it’s easier to deter drug crimes (because people make more rational decisions about whether or not to use drugs)? (How much do we care about drug crime? Tabarrok says somewhat, because drugs can be a “gateway crime” that gets people into the criminal lifestyle. Roodman says not much. It’s either personal use, which is mostly victimless, at least compared to other crimes. Or it’s dealing, which is demand-driven and almost impossible to stop through incarceration - if you lock up every member of Cartel A, that just creates a lucrative niche for Cartel B to step in and fill.) So a pessimistic interpretation (which I find hard to avoid) is that an extra year added on to a prison sentence decreases drug crimes by 2%, and other crimes some unmeasurably-small amount that may or may not be literally zero. I went into this one study in depth so you have an idea where these numbers are coming from, but here’s a broader survey of deterrence research: Ross 1982 investigated the effects of some widely publicized laws that increased penalties for drunk driving. They found that it decreased drunk driving 66% (!) in the year the law came out, but this effect gradually faded to zero over the next three years. The most likely explanation is that the publicity around the new law got people excited, but nobody really knows the laws around drunk driving anyway (do you know what the range of sentences for DUI in your jurisdiction is?) and so once the excitement of “law is stricter now!” faded from memory, the law had no effect.
Inline links: https://substackcdn.com/image/fetch/$s_!sz6E!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F74a4f1cf-87ec-4cdb-8a0e-0e8097fe2368_993x723.png, Ross 1982
A one-strike law (life in prison after one violent crime conviction) would cut almost 80% of violent crime in Sweden; a two-strikes law would cut 63%, and a three-strikes law would cut 57%. Even a ten-strikes law would still decrease violent crime by 20%! So why doesn’t Sweden implement a three-strikes law? Such a law would add 24,000 people to the Swedish prison system. But the current capacity of the Swedish prison system is only 10,000 people. So this would more than triple the size. Suppose Sweden only had the resources to expand their prison system by 30%. According to this study, that would cut violent crime by 20%. I don’t know, these still seem like okay deals to me. But they teach us a useful lesson: there aren’t giant gains to be had by just imprisoning “a few more people”, relative to the size of your existing prison system. Despite the existence of power laws, if you want large decreases in crime, you need large increases in incarceration. Why Didn’t The Three Strikes Law In California Massively Decrease Crime? The Swedish data suggested a “three strikes law” should cut crime by 57%. That’s Swedish, and only focuses on violent crime, but American data for all offenses seem to tell a similar story: A large majority of prisoners - 80% - have been arrested more than three times3. But in fact, when California passed a Three Strikes law, the decrease was modest: In the five years following the passage of the law in 1994, crime dropped 33% in California compared to 26% in the rest of the country, meaning only 7% that you could optimistically attribute to Three Strikes. But most criminologists suggest that even this is an overestimate, and the true number is close to zero. See for example this graph, which shows that the counties which used Three Strikes the most had no greater decline in crime than the counties which used it least: So we expected Three Strikes to decrease crime by 80%, but in fact it decreased it by 0-7%. Why? Because California’s Three Strikes law was weaker than it sounds: it only applied to a small fraction of criminals with three convictions. Only a few of the most severe crimes (eg armed robberies) were considered “strikes”, and even then, there was a lot of leeway for lenient judges and prosecutors to downgrade charges. Even though ~80% of criminals had been arrested three times or more, only 1-4% of criminals arrested in California were punished under the Three Strikes law. Why can’t we have a real Three Strikes Law? For the same reason we saw in Sweden earlier. I can’t find any graphs of the US population broken down by number of past offenses, but we know that about 8% of Americans have at least one felony. Let’s say that about half of those have at least three felonies. That means a real Three Strikes law would require increasing the incarceration rate from its current 0.75% up to 4%, ie quintupling it. We’d need to build 6,000 new prisons and 10,000 new jails, locking up an additional 5-10 million people, and spending somewhere between $400 billion and $1 trillion per year (ie around the same as the entire military budget) on prison-related costs. This is light-years outside the Overton Window and I’ve never heard anyone seriously propose it. Still, it would decrease crime by 80%. Again, the lesson is that - despite power laws - small increases in incarceration cause small decreases in crime, and only very large increases in incarceration are capable of causing very large decreases in crime. Why Did A Ten Strikes Law In The Netherlands Massively Decrease Crime? Given the ambiguous results of three strikes in California, I was surprised to learn that a ten-strikes law in the Netherlands did reduce property crime by 25% (Volaard et al). In 2001, the Dutch government passed a law allowing longer sentences for criminals with at least ten previous offense who were not good targets for rehabilitation (eg rejected or had already failed drug treatment). The law allowed judges to increase the typical sentence for petty theft (2 months) to a longer sentence (2 years). A quasi-experimental study found that property crime, though not violent crime, decreased by 25%. It’s not surprising that violent crime didn’t go down since the law was almost entirely deployed against thieves. Vollaard found that the population affected was extremely criminal; they had an average of 31 past offenses, and on surveys they admitted to committing an average of 256 crimes per year (mostly shoplifting). Before the law was passed, they spent an average of four months per year in jail (probably 2 x 2 month sentences); afterwards, they spent two years in jail per crime. It’s hardly surprising that imprisoning these people decreased crime. So why didn’t the California law do the same? I think there are two reasons. First, Europe imprisons far fewer people than any US state. The incarceration rate in the Netherlands is only an eighth that of California. The pre-ten-strikes-law Dutch penalty for shoplifting was two months; the equivalent California penalty alternates between six and thirty-six months depending on which set of propositions won the last election. Vollaard found that the ten strikes law had diminishing returns: On average, we find the benefits of the policy to exceed the costs by a large margin. We find the benefits to go down rapidly with a more intensive use of the law, however. The marginal crime-reducing effect of convicting another prolific offender to an enhanced prison sentence declines by some 25% when going from the 25th to the 75th percentile in the rate of application of the law during 2001–7. The benefits of the policy remained higher than the costs, however, even for the cities which used the law most intensively. So I think it’s plausible that California was already much more punitive than the Netherlands even before the California Three Strikes Law was passed, and there were diminishing returns from becoming even more punitive than that. Second, the California law only applied to certain serious crimes (eg armed robbery). People don’t commit these as often as shoplifting. The average person affected by the Dutch law shoplifted 256 times per year. Even the most energetic criminal would struggle to commit 256 armed robberies per year, and they would probably get killed (or murder a victim) long before reaching that point. So petty theft is longer-tailed than serious felonies, and it’s easier to decrease the petty theft rate by imprisoning the few worst shoplifters compared to decreasing the armed robbery rate by imprisoning the few worst armed robbers. Why Can’t We Just Incarcerate Those 327 Shoplifters In New York City? This time we just suck. Remember, each of these shoplifters was arrested 20 times per year. So they can’t be going to prison in any substantial way. Even if they got a one-month sentence for each arrest, they’d run out of months to shoplift in after twelve! So the question here isn’t “why are prison sentences for shoplifting so short”, but rather “why can’t New York City incarcerate repeat shoplifters at all?” I’ll come back to this question later. What About El Salvador? They famously solved crime by more imprisonment - how? By doing a lot of it. I said above that we might be able to decrease US crime rates by 80% if we quintupled our incarceration rate. Between 2014 and today, El Salvador quadrupled their incarceration rate: (source) They now have by far the highest incarceration rate in the world, 2-3x that of America (which is itself the fifth highest, after various dictatorships). How did they afford this? Through a combination of lots of funding, not being too picky about human rights and prison conditions, and not being too picky about whether the people they imprison were guilty of any specific crime or just kind of gang-adjacent. As incarceration rate quadrupled, homicide went down by a factor of twenty: We previously predicted a similar increase in incarceration would lead to an 80% decrease in crime in the US, but El Salvador got a 95% decrease in crime. Why did they do so much better than our prediction? I think because they started with half our incarceration rate and ten times our murder rate. When you’re starting from someplace terrible, without any of the low-hanging fruit picked, it’s easy to make progress! I can’t find good statistics on other crimes like theft, but the crappy statistics I find say it hasn’t budged (1, 2). Why not? Either my statistics are bad, or the gangs that the government cracked down on weren’t in the theft business.4 Incapacitation Fine, so despite power laws there’s no way to easily solve crime just by imprisoning a small number of people. How much bang for the buck do we get by incapacitating criminals? You would think this would be easy to figure out: just determine how many crimes the marginal prisoner commits per year. Then that’s how many crimes incapacitation prevents per year. But although it’s easy to see how many times the marginal prisoner has been arrested, most crimes don’t result in arrest. How do you know how many crimes they really committed? Some bold scientists have tried asking them - giving prisoners surveys about their criminal histories - but obviously these should be greeted with heavy skepticism. The method criminologists have settled on is to wait for big shocks to incarceration - big enough to affect the general crime rate - then see how much the crime rate goes up or down. The best study here is probably Levitt 1996 (you may know Steven Levitt from Freakonomics). In the 1970s, US prisons were overcrowded. The ACLU argued the overcrowding was a rights violation - a form of “cruel and unusual punishment” - and sued a dozen states. They won all their lawsuits, and judges in all states said the government had to free prisoners until prison crowding returned to a non-cruel, usual level. So at a slightly different time in each state, many prisoners got released all at once. By examining the effects of this sudden release on the crime rate, we can determine how much crime the incarceration of those prisoners was preventing. Levitt does a lot of fancy statistics, and Roodman reanalyzes with even more fancy statistics, but the good news is they both agree and get numbers somewhat contrary to Roodman’s biases, which make me trust them more. Each year of imprisoning the type of prisoner who got released under the ACLU lawsuits prevented 6 property crimes and 1 violent crime. This suggests the average criminal commits ~7 crimes per year, which I think matches well with the data above showing that the median prisoner has 10 past arrests and some have 30+. Other studies on incapacitation, mostly taken from Roodman, that I trust less than Levitt: Owens (2009) investigated a Maryland law that caused some criminals to get released early. They found a crime increase corresponding to about 3 crimes per prisoner per year. This is lower than Levitt’s estimate of 7, but crime rates went down in general between Levitt’s study period (the 70s) and Owens’ (the 2000s), so they might both be right.
Inline links: https://substackcdn.com/image/fetch/$s_!ZVo3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F889a20e6-5205-47a1-b84e-6f9cd0739f05_1068x462.webp, 3, https://substackcdn.com/image/fetch/$s_!dRO5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff81d2a2f-a22f-4fd2-b492-bb47402a40af_640x532.png, https://substackcdn.com/image/fetch/$s_!Tpwp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d17add-250e-447a-b01c-fc8bb77f8bc3_298x264.gif, 1, 4, 8% of Americans have at least one felony, Volaard et al, https://substackcdn.com/image/fetch/$s_!9L-h!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29a25928-8620-45d1-b677-34447be88ad6_778x528.png, source, fifth highest, https://substackcdn.com/image/fetch/$s_!ww3Y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F028e701c-5f95-436d-b1ff-15742274e221_2000x2000.png, 1, 2, 4, Levitt 1996
From “Genesis and pathogenesis of the 1918 pandemic H1N1 influenza A virus”, linked above. You may recognize the lead author - Michael Worobey has also been a leading voice on the zoonotic side of the COVID origins debate. The recent history of the flu, as far as I can tell, is: 1918: An H1N1 flu (“Spanish flu”) jumped from birds to humans in America and killed 50 million people worldwide. This replaced all older strains, so most seasonal flus during this era were H1N1. 1957: An H2N2 flu (“Asian flu”) crossed from birds to humans in China, and killed about 2 million people worldwide. It replaced the H1N1 strain, so most seasonal flus during this era were H2N2. 1968: An H3N2 flu (“Hong Kong flu”) crossed from pigs (?) to humans in Hong Kong, and killed another 2 million people worldwide. It replaced the H2N2 strain, so most seasonal flus during this era were H3N2. 1977: An H1N1 flu (“Russian flu”) leaked from a biology lab (?) in Russia (it might have been a strain from the 1940s, which the Russians were trying to make a vaccine for). It didn’t kill that many people, but it stuck around, and from then on, seasonal flus could be either H3N2 or H1N1. 2009: An H1N1 flu (“Mexican flu” until the PC police stepped in; afterwards “swine flu”) took some horrible circuitous route between birds and pigs and back again, crossed over into humans in Mexico, and killed 200,000 people. It outcompeted older strains of H1N1, but couldn’t crowd out H3N2, so seasonal flus are still either H3N2 or H1N1. …which brings us to the present, hopefully illuminating why “new flu strain crosses over from animals into humans” is such an “uh oh” moment. The Bird Flu Technically, all pandemic flus start as bird flus. Influenza A evolved in birds. Sometimes it spreads to other animals, including pigs, cattle, and humans. The most common way for a bird flu to spread to humans is to “reassort” (not exactly virus sex, but close enough, and the real version is less memorable) with a human flu virus (ie one that has already crossed over to humans). The resulting virus has all of the human flu virus’ human adaptations, but borrows enough new antigens from the bird virus to evade the immune system. Pigs can be infected by both human and bird viruses, so they are a common place for this reassortment to take place. If reassortment is sort of like viral sex, pigs are sort of like Tinder. When a bird flu and human flu reassort in pigs, the resulting disease is called a swine flu. At least the 2009 flu pandemic was a swine flu, and a minority opinion thinks the 1918 pandemic was too. There aren’t major epidemiological differences between direct-from-bird flus and swine flus. H5N1 was first noticed in birds - specifically, a flock of chickens in Scotland in 1959 - after which it disappeared for forty years. In 1996, it showed up in geese in China, then gradually increased its market share among birds worldwide. In 2022, it was found in minks; apparently it had learned to infect mammals. By early 2024, it was seen in cows. Now it’s in cow herds in 16 states, and one of them (California) has declared a state of emergency. And in October, H5N1 was found in pigs for the first time. It’s not uncommon for humans to catch an animal disease. This doesn’t mean the disease has “crossed over” to humans. If the virus isn’t suited to human-to-human transmission, it simply dies off (either before or after killing its human host). Thus, chicken farmers have been reporting scattered H5N1 cases since 1997; now that the virus has spread to cattle, cow farmers have started reporting the same. A Metaculus comment on this topic introduced me to the phrase “biocomputational surface”. Every viral replication that takes place in a human gives the virus one more chance to develop the set of mutations that makes it human-transmissible and start the next pandemic. Or, more likely, every viral replication that takes place in a human who has both the H5N1 bird flu and a normal human flu - or in a pig which has both viruses - gives the virus one extra chance to reassort in a way that produces a bird-antigen-fortified human-adapted flu virus. This doesn’t mean H5N1 will definitely become human-transmissible soon. Many viruses hang out on the borders of transmissibility for decades. Some, for unclear reasons, never cross over at all. But all of this is compatible with the virus becoming transmissible soon. So: What Is The Chance Of A Pandemic? The prediction markets on this topic ask a question about “10,000 cases in the United States”. Does this necessarily mean “pandemic”? Might it be possible to get to 10,000 cases just from the scattered chicken and cow farmers, with no human-to-human transmission? Despite many chicken and cow infections this year, there have only been 60 - 70 recorded human cases. Unless there is a phase change in screening methods, it seems hard for this number to increase to 10,000 off farmers alone. I think it’s fair to treat this question as operationalizing “what is the chance of a pandemic”? By this definition, Manifold estimates a 40% chance of an H5N1 pandemic in 2025. Metaculus estimates a 5% chance. You can see below whether that’s changed since I wrote this essay: 5% versus 40% is a big difference! Who do we trust? I trust Metaculus. Metaculus has beaten Manifold in both of the two head-to-head comparisons that I know of (Jeremiah Johnson’s and mine). Manifold’s number swings by a factor of two from week to week; Metaculus has been steady. But also, Metaculus hosts a CDC-sponsored respiratory disease forecasting tournament which has enriched them in epidemiological expertise. And if you look at the quality of comments on both sites, it’s pretty obvious where the people with more intellectual chops are hanging out. The Manifold comments are mostly single sentences, or occasionally just links to an article about new cases. The Metaculus comments look more like this one by dimaklenchin: Despite the panic propaganda, H5N1 is unlikely to be "just a single mutation away from switching host preference": 1) It normally takes a lot more than a single mutation to switch hosts. E.g., there are at least five different reasons why SIV (monkey equivalent of HIV) is not infectious to humans. Heck, a variant of SIV that bears HIV's receptor-recognizing surface protein (SHIV) is still not infectious to humans. HIV most certainly evolved from SIV but, almost as certainly, it took a very long time to get there. Not that all viruses are the same and things can't turn out differently with flu, but I don't subscribe to the idea that a mere change of receptor specificity (something that can take 1-2 mutations) will be sufficient. 2) We have data. Lots of human infections with other varieties of bird flu in the past - all those viruses ultimately went nowhere. Why would H5N1 be radically different? E.g., the "Canadian teen", despite what sounds like a prolonged exposure, failed to infect anyone around him. Since I am at 18% for the h-2-h H5N1 detection in 2025, I am arbitrarily going ~ an order of magnitude lower than that for something as unprecedented as 10K human infections. Maybe should be much lower but hedging for the time being and will allow another couple months of observations. And Sergio: I'm currently at 20% on the question of reported human-to-human transmission of highly pathogenic avian influenza H5N1 globally before 2026. However, this question is only about the US, and is more general about all subtypes of H5. But H5N1 very strongly appears to be the most important subtype to consider in this time period. And, given the current situation in the US with H5N1 human cases derived from exposure to poultry or cattle (with cattle(mammals) being more worrisome), h2h transmission seems quite more likely to arise in North America than elsewhere before 2026. Conditioning on h2h transmission in the US (and also trying to consider, with lower probability, a start in Canada), I want to estimate the chances that it becomes sustained and out of control (in which case, if it starts in Canada, I largely expect it to spread to the US). The (6) past events of probable h2h transmission of avian H5(N1), none of which were sustained, could serve as a base rate, although I'm a bit wary of giving much weight to this precedent, since the last event was quite a while ago (2007), and also because reporting and testing standards may have improved considerably since then (so perhaps they might not have been classified as h2h transmission events if they had occurred more recently). The current situation in the US, and events such as the Canadian teen who got sick with H5N1, do suggest a higher background level of risk than normal (which would be reduced if a vaccine for cattle is licensed soon), but I'm wary of overupdating. Conditioned on sustained h2h transmission, reaching over 10k cases in a few months seems likely, although perhaps very strong monitoring and surveillance could contain the situation in time (at the very least to moderate the growth rate). Trying to combine all these factors somewhat haphazardly, I'm currently at 3.5% for this question. That’s before 2026. What about longer-term? Manifold gives a ~50% chance before 2030; Metaculus uses a more complicated method but it says about 25% chance before 2030. H5N1 may cross to humans, but it could take a while. Superforecaster Juan Cambeiro at The Institute For Progress estimated a 4% chance of a “worse than COVID” H5N1 pandemic in “the next year”, but their estimate was made in 2023, without the benefit of the Metaculus estimates or most of our current knowledge. This feels high now - Metaculus says 5% total for H5N1 pandemic, and most pandemic flus are not worse than COVID. IFP also seem to be expecting a case fatality rate greater than 10%, which I find unlikely for the reasons mentioned above. I trust their estimate less than Metaculus’ current ones. I conclude that the most plausible estimate for the chance of an H5N1 pandemic in the next year is 5%. Interestingly, 5% is about the base rate for pandemic flus per year: five in the past century = one per twenty years = 5% chance per year. Isn’t it surprising that we’re still at the base rate when we can see a dangerous-looking flu virus spreading through the types of animals that have caused pandemic flus in the past? Part of the answer is that we’re not - in addition to the 5% chance of H5N1, we have to add the chance of some other pandemic flu. This probably isn’t 5% on its own; scientists monitor flu strains closely, and they haven’t found any others which are giving off as many red flags as H5N1. Still, something could always come out of left field. Maybe we should add a 2.5% chance of some other strain, for a total of 7.5% chance of a flu pandemic (ie beyond normal seasonal flu) next year. But still, isn’t it surprising that we’re so close to the base rate? One way to think about this: the base rate represents how concerned we should be if there was no epidemiological monitoring at all. In that case, we would estimate a probability distribution across different epidemiological landscapes, most of which contain some concerning-looking flu strains. Since we are doing the epidemiological monitoring, we can collapse that distribution into a single picture: one flu strain, H5N1, is in fact pretty concerning, and other strains mostly aren’t. This is enough to move our prior from 5% to 7.5%, but no more. The forecasters I talked to raised one other point of uncertainty: does the flu work more like a dice roll, or like a bus? Dice rolls are uncorrelated with their predecessors; even if it’s been a hundred rolls since you last rolled a 6, your chance this time is still 1/6. But buses come at fixed intervals; if the buses are hourly, and you haven’t seen a bus in the past 59 minutes, then your chance of seeing a bus in the next minute is very high. It’s been 16 years since the last flu pandemic; these pandemics come (on average) every 20 years. I don’t think anyone has a good sense of how to think about this. But it was 40 years between the Spanish and Hong Kong flus, so the twenty year number is at best a rule of thumb. The 5% number feels very low to me (and, apparently, to the average Manifold forecaster). Isn’t H5N1 spreading to cows and pigs and all sorts of other mammals? Isn’t it in the news all the time? I trust Metaculus a lot, but I agree that this is a surprising update, and I’m taking it on faith rather than feeling it in my bones. What Would The Fatality Rate Be For An H5N1 Pandemic? There are four basic stories you could tell about likely H5N1 mortality. First, maybe mortality would be 50%. The argument here is that official statistics report this mortality rate in the chicken farmers who have been infected with H5N1 so far. Several news sources and even some scientists have raised the specter of a pandemic version of H5N1 pandemic with this same death rate, which could kill a quarter to a third of the world population. THIS IS EXTREMELY FAKE. The official statistics only report fatality rate in the infections we know about. Bird flu is rare, there’s no mass testing, and we only learn that somebody had it if they’re in a hospital and the doctors are worried enough to test for rare conditions. Of Americans who got bird flu in the past year, 0 out of 61 have died. Probably this is mostly because America upped its detection game and is now finding milder cases; we also can’t rule out the virus mutating to become less virulent. Metaculus estimates the current true mortality rate as 1.25%. …but leaves a wide 90% confidence interval, from 0.5% to 7%. Second, maybe mortality would be somewhere around 1.25%. The argument here is that Metaculus uses this as its central estimate of US mortality. But Sentinel discusses some reasons to be skeptical of broad inferences from the US numbers: Scientists have been puzzled by the apparently low H5N1 case fatality rate in humans in the US. They offer a number of hypotheses: “The way in which the virus is being transmitted — along with the amount of virus exposure — is limiting the severity of disease.”
Inline links: was found in pigs, Jeremiah Johnson’s, mine, a CDC-sponsored respiratory disease forecasting tournament, dimaklenchin, Sergio, reported human-to-human transmission of highly pathogenic avian influenza H5N1 globally before 2026, human cases, past events, vaccine for cattle is licensed soon, https://substackcdn.com/image/fetch/$s_!fL7J!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6a70fa6-b356-422d-ba9a-5db431e5a056_751x471.png, The Institute For Progress estimated, news, sources, scientists, Sentinel discusses
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. California Eventually California Forever, the ambitious planned city an hour north of San Francisco, is on hold.
Inline links: isn’t choosing the cool one
California Forever, the ambitious planned city an hour north of San Francisco, is on hold.
They had originally planned to fight NIMBYs in the November election via a ballot initiative which would give them the right to proceed. But after polls suggested they might lose, they instead struck an agreement with the county to delay two years and run through the usual set of environmental impact assessments. The County Supervisor wrote:
Inline links: polls suggested, wrote
3: Net neutrality was a cause celebre in 2017, when the whole Internet seemed to join together in a rare moment of unity to warn of dire consequences from its cancellation. But it got cancelled anyway, and no consequences whatsoever materialized. Why? I’d assumed it was just hot air, but I recently heard a theory that we should thank California and other blue states for enacting state-level net neutrality laws; ISPs chose to follow the strictest states’ laws rather than slice-and-dice. I think this is probably not true, because California’s law was delayed until 2021, and nothing bad happened in the 2017 - 2021 period, but I welcome comments from people who know more.
Inline links: a theory
31: Related: this is all fun to think about, but very early polling for the 2028 Democratic primary suggests that by far the #1 candidate is . . . Kamala Harris at 37%, beating Mayor Pete, Gavin, and AOC with 11%, 9%, and 7% respectively. I know you’re not supposed to take early polls like this seriously in terms of who will actually win, but can you take them seriously as a guide to whether people have learned any lessons / no longer love losing? Maybe this is all just name recognition? Also, significant chance that Harris runs for (and wins) the California governorship in 2026.
The relevant regulators are the Attorneys General of California (where OpenAI operates) and Delaware (where it is registered). They try not to second-guess company boards’ decisions too much, limiting their intervention to clear fraud without even a fig leaf of honesty. But $0.00 wouldn’t even have that fig leaf. So Altman needs to figure out the lowest number he can offer that gives the board a fig leaf of accepting a fair offer and trying to benefit humanity.
The original goal of OpenAI was to ensure that the singularity created broad-based prosperity for everyone, maybe through a basic income. Whether or not a charity holds 51% (or some other number) of OpenAI shares is relevant to this vision. If OpenAI initiates a singularity and ends up with all the money in the world, then maybe 49% of all the money in the world goes to their investors (creating a caste of mega-plutocrats), but 51% goes to a nonprofit charged with benefiting all humanity (and this is where the basic income comes from?). I do think it’s kind of unlikely that OpenAI ends up creating God yet also remains subject to the Attorney General of California. But it’s not totally impossible - Robin Hanson has written a lot about how if there are many competing near-peer superintelligences and companies, they might choose to keep existing property and governance structures as referees. In this one unlikely scenario, the exact percent of OpenAI shares held by investors vs. charity might matter a lot.
Meta, Facebook's parent company, [wrote] to California's attorney general, Rob Bonta, in December to ask him to step in.
Contact: Charles Contact Info: nwa_rationality[period]humid012[a t]silomails[period]com Time: Saturday, April 5th, 2:00 PM Location: Onyx Coffee Lab, NW 2nd Street Coordinates: https://plus.codes/86879QFR+77 California BERKELEY Contact: Scott and Skyler Contact Info: skyler[a t]rationalitymeetups[period]org Time: Wednesday, June 4th, 6:30 PM Location: 2740 Telegraph Ave, Berkeley Coordinates: https://plus.codes/849VVP5R+X5 Group Link: bayrationality.com Notes: Held between Less.Online and Manifest 3, we expect a lot of interesting out-of-town visitors. We’ll provide food, kids are welcome, no pets please!
Inline links: https://plus.codes/86879QFR+77, https://plus.codes/849VVP5R+X5
Contact: Jonathan Ray Contact Info: ray[period]jonathan[period]w[a t]gmail[period]com Time: Saturday, May 3rd, 11:00 AM Location: California Pizza Kitchen at Town Square. With a big ACX sign. Coordinates: https://plus.codes/85863R9F+6W Group Link: https://discord.gg/Awm [remove this bit] EgW2Q6r
Inline links: https://plus.codes/85863R9F+6W
30: A California legislator proposed a bill that would ban OpenAI’s nonprofit → forprofit conversion, backed by a suspiciously specific interest group, the Coalition For AI Nonprofit Integrity. I assume this is either Elon Musk or our conspiracy; not sure which. But their plan was stymied when the legislature “amended” the bill to remove its entire text and replace it with unrelated text about airplane loans. The legislator apparently got cold feet after being warned it might inflict collateral damage on other companies, and because of the way the California legislature works it’s sometimes more efficient to turn doomed bills into other bills than to simply withdraw them. 31: EthnoGuessr is a GeoGuessr variant: it shows you pictures of an ethnic group, you click on the map where you think they’re from. Warning that if you play this too much you might get into race science. Their source, humanphenotypes.net, divides humanity into a hundred or so ethnic groups. Although they cite sources, I don’t understand the philosophical basis of the classification. Also, 100 images is so few that you start memorizing them after a while. I hope they move on to real pictures of real people in naturalistic situations. Remember, asking where someone is from ‘originally’ is a microaggression, but inferring it yourself based on their “mildly platyrrhine, high-rooted nose” is A-OK! 32: Farmkind has a new version of their calculator to determine meat offsets, eg how much do you have to donate to animal welfare charities to compensate for the animals you harm by eating meat. Does the average person really eat chicken 9x a week? 33: Not going to waste your time listing every bad thing Trump has done this month, but among the worst is sending innocent people to horrible Salvadorean prisons (including one person picked up because he had an autism awareness tattoo in honor of his brother, which they mistook for a gang tattoo), then refusing to bring them back. I have seen a couple of people defend denying immigrants due process; I assume they will not be moved by humanitarian arguments, but I think there are some more practical considerations: Zaid Jilani points out that if immigrants don’t get a right to due process, citizens also don’t get a right to due process, because the government can kidnap citizens, claim they’re immigrants, and the citizens can’t prove otherwise since they don’t get due process.
Inline links: Coalition For AI Nonprofit Integrity, “amended”, the way the California legislature works, EthnoGuessr, https://substackcdn.com/image/fetch/$s_!Y3AO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbde5185a-2b93-4c07-904b-66d2c2311a53_1140x1033.png, humanphenotypes.net, a new version of their calculator, including, Zaid Jilani
40: California’s experiment to see how high they could raise the minimum wage before getting visible employment effects has finally produced (X) unambiguous results:
Inline links: finally produced
And speaking of expertise, the AIFP team have kindly volunteered to do an AMA (“ask me anything”, Q&A) here on ACX, this Friday, 3:30 - 6:00 PM California time. If you have any questions on the scenario, AI forecasting, or AI safety more generally, they can give you high-quality answers. I’ll make a separate post at the appointed time.
…and with no further questions, it determined the exact location (Marina State Beach, Monterey, CA). How? She linked a transcript where o3 tried to explain its reasoning, but the explanation isn’t very good. It said things like: Tan sand, medium surf, sparse foredune, U.S.-style kite motif, frequent overcast in winter … Sand hue and grain size match many California state-park beaches. California’s winter marine layer often produces exactly this thick, even gray sky. Commenters suggested that it was lying. Maybe there was hidden metadata in the image, or o3 remembered where Kelsey lived from previous conversations, or it traced her IP, or it cheated some other way. I decided to test the limits of this phenomenon. Kelsey kindly shared her monster of a prompt, which she says significantly improves performance: You are playing a one-round game of GeoGuessr. Your task: from a single still image, infer the most likely real-world location. Note that unlike in the GeoGuessr game, there is no guarantee that these images are taken somewhere Google's Streetview car can reach: they are user submissions to test your image-finding savvy. Private land, someone's backyard, or an offroad adventure are all real possibilities (though many images are findable on streetview). Be aware of your own strengths and weaknesses: following this protocol, you usually nail the continent and country. You more often struggle with exact location within a region, and tend to prematurely narrow on one possibility while discarding other neighborhoods in the same region with the same features. Sometimes, for example, you'll compare a 'Buffalo New York' guess to London, disconfirm London, and stick with Buffalo when it was elsewhere in New England - instead of beginning your exploration again in the Buffalo region, looking for cues about where precisely to land. You tend to imagine you checked satellite imagery and got confirmation, while not actually accessing any satellite imagery. Do not reason from the user's IP address. none of these are of the user's hometown. **Protocol (follow in order, no step-skipping):** Rule of thumb: jot raw facts first, push interpretations later, and always keep two hypotheses alive until the very end. 0 . Set-up & Ethics No metadata peeking. Work only from pixels (and permissible public-web searches). Flag it if you accidentally use location hints from EXIF, user IP, etc. Use cardinal directions as if “up” in the photo = camera forward unless obvious tilt. 1 . Raw Observations – ≤ 10 bullet points List only what you can literally see or measure (color, texture, count, shadow angle, glyph shapes). No adjectives that embed interpretation. Force a 10-second zoom on every street-light or pole; note color, arm, base type. Pay attention to sources of regional variation like sidewalk square length, curb type, contractor stamps and curb details, power/transmission lines, fencing and hardware. Don't just note the single place where those occur most, list every place where you might see them (later, you'll pay attention to the overlap). Jot how many distinct roof / porch styles appear in the first 150 m of view. Rapid change = urban infill zones; homogeneity = single-developer tracts. Pay attention to parallax and the altitude over the roof. Always sanity-check hill distance, not just presence/absence. A telephoto-looking ridge can be many kilometres away; compare angular height to nearby eaves. Slope matters. Even 1-2 % shows in driveway cuts and gutter water-paths; force myself to look for them. Pay relentless attention to camera height and angle. Never confuse a slope and a flat. Slopes are one of your biggest hints - use them! 2 . Clue Categories – reason separately (≤ 2 sentences each) Category Guidance Climate & vegetation Leaf-on vs. leaf-off, grass hue, xeric vs. lush. Geomorphology Relief, drainage style, rock-palette / lithology. Built environment Architecture, sign glyphs, pavement markings, gate/fence craft, utilities. Culture & infrastructure Drive side, plate shapes, guardrail types, farm gear brands. Astronomical / lighting Shadow direction ⇒ hemisphere; measure angle to estimate latitude ± 0.5 Separate ornamental vs. native vegetation Tag every plant you think was planted by people (roses, agapanthus, lawn) and every plant that almost certainly grew on its own (oaks, chaparral shrubs, bunch-grass, tussock). Ask one question: “If the native pieces of landscape behind the fence were lifted out and dropped onto each candidate region, would they look out of place?” Strike any region where the answer is “yes,” or at least down-weight it. °. 3 . First-Round Shortlist – exactly five candidates Produce a table; make sure #1 and #5 are ≥ 160 km apart. | Rank | Region (state / country) | Key clues that support it | Confidence (1-5) | Distance-gap rule ✓/✗ | 3½ . Divergent Search-Keyword Matrix Generic, region-neutral strings converting each physical clue into searchable text. When you are approved to search, you'll run these strings to see if you missed that those clues also pop up in some region that wasn't on your radar. 4 . Choose a Tentative Leader Name the current best guess and one alternative you’re willing to test equally hard. State why the leader edges others. Explicitly spell the disproof criteria (“If I see X, this guess dies”). Look for what should be there and isn't, too: if this is X region, I expect to see Y: is there Y? If not why not? At this point, confirm with the user that you're ready to start the search step, where you look for images to prove or disprove this. You HAVE NOT LOOKED AT ANY IMAGES YET. Do not claim you have. Once the user gives you the go-ahead, check Redfin and Zillow if applicable, state park images, vacation pics, etcetera (compare AND contrast). You can't access Google Maps or satellite imagery due to anti-bot protocols. Do not assert you've looked at any image you have not actually looked at in depth with your OCR abilities. Search region-neutral phrases and see whether the results include any regions you hadn't given full consideration. 5 . Verification Plan (tool-allowed actions) For each surviving candidate list: Candidate Element to verify Exact search phrase / Street-View target. Look at a map. Think about what the map implies. 6 . Lock-in Pin This step is crucial and is where you usually fail. Ask yourself 'wait! did I narrow in prematurely? are there nearby regions with the same cues?' List some possibilities. Actively seek evidence in their favor. You are an LLM, and your first guesses are 'sticky' and excessively convincing to you - be deliberate and intentional here about trying to disprove your initial guess and argue for a neighboring city. Compare these directly to the leading guess - without any favorite in mind. How much of the evidence is compatible with each location? How strong and determinative is the evidence? Then, name the spot - or at least the best guess you have. Provide lat / long or nearest named place. Declare residual uncertainty (km radius). Admit over-confidence bias; widen error bars if all clues are “soft”. Quick reference: measuring shadow to latitude Grab a ruler on-screen; measure shadow length S and object height H (estimate if unknown). Solar elevation θ ≈ arctan(H / S). On date you captured (use cues from the image to guess season), latitude ≈ (90° – θ + solar declination). This should produce a range from the range of possible dates. Keep ± 0.5–1 ° as error; 1° ≈ 111 km.…and I ran it on a set of increasingly impossible pictures. Here are my security guarantees: the first picture came from Google Street View; all subsequent pictures were my personal old photos which aren’t available online. All pictures were screenshots of the original, copy-pasted into MSPaint and re-saved in order to clear metadata. Only one of the pictures is from within a thousand miles of my current location, so o3 can’t improve performance by tracing my IP or analyzing my past queries. I flipped all pictures horizontally to make matching to Google Street View data harder. Here are the five pictures. Before reading on, consider doing the exercise yourself - try to guess where each is from - and make your predictions about how the AI will do. Last chance to guess on your own . . . okay, here we go. Picture #1: A Flat, Featureless Plain I got this one from Google Street View. It took work to find a flat plain this featureless. I finally succeeded a few miles west of Amistad, on the Texas-New Mexico border. o3 guessed: “Llano Estacado, Texas / New Mexico, USA”. Llano Estacado, Spanish for “Staked Plains”, is the name of a ~300 x 100 mile region including the correct spot. When asked to be specific, it guessed a point west of Muleshoe, Texas - about 110 miles from the true location. Here’s o3’s thought process - I won’t post the whole thing every time, but I think one sample will be useful: This doesn’t satisfy me; it seems to jump to the Llano Estacado too quickly, with insufficient evidence. Is the Texas-NM border really the only featureless plain that doesn’t have red soil or black soil or some other distinctive characteristic? I asked how it knew the elevation was between 1000 - 1300 m. It said: So, something about the exact type of grass and the color of the sky, plus there really aren’t that many truly flat featureless plains. Picture #2: Random Rocks And The Flag Of An Imaginary Country I was so creeped out by the Llano Estacado guess that I decided to abandon Google Street View and move on to personal photos not available on the Internet. When I was younger, I liked to hike mountains. The highest I ever got was 18,000 feet, on Kala Pattar, a few miles north of Gorak Shep in Nepal. To commemorate the occasion, I planted the flag of the imaginary country simulation that I participated in at the time (just long enough to take this picture - then I unplanted it). I chose this picture because it denies o3 the two things that worked for it before - vegetation and sky - in favor of random rocks. And because I thought the flag of a nonexistent country would at least give it pause. o3 guessed: “Nepal, just north-east of Gorak Shep, ±8 km” This is exactly right. I swear I screenshot-copy-pasted this so there’s no way it can be in the metadata, and I’ve never given o3 any reason to think I’ve been to Nepal. Here’s its explanation: At least it didn’t recognize the flag of my dozen-person mid-2000s imaginary country sim. Picture #3: My Friend’s Girlfriend’s College Dorm Room There’s no way it can recognize an indoor scene, right? That would make no sense. Still, at this point we have to check. This particular dorm room is in Sonoma State University, Rohnert Park, north-central California. o3’s guess: “A dorm room on a large public university campus in the United States—say, Morrill Tower, Ohio State University, Columbus, Ohio (chosen as a prototypical example rather than a precise claim), […] c. 2000–2007” Okay, so it can’t figure out the exact location of indoor scenes. That’s a small mercy. I took this picture around 2005. How did o3 know it was between 2000 and 2007? It gave two pieces of evidence: “Laptop & clutter point to ~2000-2007 era American campus life”.
Inline links: a transcript, https://substackcdn.com/image/fetch/$s_!SGF-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F30f3e0ca-382d-48cc-98ed-32fca06a7c46_966x731.png, https://substackcdn.com/image/fetch/$s_!1wGA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe243a70-7abf-418f-a848-07dfb97c6cfe_808x601.png, https://substackcdn.com/image/fetch/$s_!OtUg!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F70396bc4-d333-4f60-a0f8-006bb84f316a_627x467.png, https://substackcdn.com/image/fetch/$s_!sf2M!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0bc58cd8-e00f-4fd3-9493-f9b275605598_256x113.png, https://substackcdn.com/image/fetch/$s_!JPl3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc6dde79e-e2d8-4c99-9d69-1dbe0def1ed5_327x194.png, https://substackcdn.com/image/fetch/$s_!1Tg3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff35b7f35-ee22-43c5-b469-9087ce1dc0ba_966x731.png, https://substackcdn.com/image/fetch/$s_!9ziU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91de3c53-0288-4a89-b27c-f3da62c442ed_799x543.png, https://substackcdn.com/image/fetch/$s_!P33L!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F694d3ede-7381-4f4b-8237-edeaf40572e0_817x699.png, https://substackcdn.com/image/fetch/$s_!dBt_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F878e53ea-fab0-433b-845a-ad6df53c5a4f_790x594.png, https://substackcdn.com/image/fetch/$s_!67fP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbea82f54-1b86-4110-a7a5-0a406616c868_912x443.png, https://substackcdn.com/image/fetch/$s_!fPQp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6624b97-faa9-4fc8-8c53-8a3702fca9c2_787x513.png, https://substackcdn.com/image/fetch/$s_!k8i2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F017414d8-ae10-4afa-997a-acd34f589504_1196x555.png, https://substackcdn.com/image/fetch/$s_!OrZV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc56683c7-52ef-4311-b2cc-d20b6b7b28e5_966x458.png, https://substackcdn.com/image/fetch/$s_!Rd2m!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F60f5ff61-a374-439d-96d1-2e3597e8e6c0_627x467.png
This particular dorm room is in Sonoma State University, Rohnert Park, north-central California. o3’s guess: “A dorm room on a large public university campus in the United States—say, Morrill Tower, Ohio State University, Columbus, Ohio (chosen as a prototypical example rather than a precise claim), […] c. 2000–2007” Okay, so it can’t figure out the exact location of indoor scenes. That’s a small mercy. I took this picture around 2005. How did o3 know it was between 2000 and 2007? It gave two pieces of evidence: “Laptop & clutter point to ~2000-2007 era American campus life”.
The police officer was legally in the wrong. This California child abuse lawyer says that there are no laws against letting your kid play (or walk) outside unsupervised. There is a generic law saying children generally need “adequate” supervision, but he doesn’t think the courts would interpret this as banning the sort of thing my friends did.
Inline links: This California child abuse lawyer
Still, being technically correct is cold comfort when the police disagree. Even if you can eventually win a court case, that takes a lot of resources - and who’s to say a different cop won’t nab you next time? To solve the problem, seven states (not including California) have passed “reasonable childhood independence” laws, which make it clear to policemen and everyone else that unsupervised play is okay. There is a whole “free range kids” movement (its founder, Lenore Skenazy, gets profiled in SRTHMK) trying to win this legal and cultural battle.
Inline links: have passed “reasonable childhood independence” laws
Thank you for your concern about our child. We are part of the free-range kids movement; you can read more about it at letgrow.org. We’ve given our children permission to roam between XXth street and YYth street. This decision is protected under California law based on the arguments we list at whyfreerangekidsarelegal.com. This has been endorsed by such-and-such a lawyer, and we also talked it over with our local city council member, so-and-so, who agreed. If you see our kid doing a specific dangerous thing, or inconveniencing anyone else, please call us at XXX-XXXX and we’ll come over immediately. Otherwise, please let them be!
Legal Impact for Chickens (LIC) is so grateful to ACX for launching us, and to all the ACX readers who have supported us! Thus far, LIC has filed four lawsuits: (1) Smith v. Vachris, the shareholder derivative case against Costco’s executives for chicken neglect, which was mentioned in The Washington Post, Fox Business, CNN Business, Meatingplace, and a viral TikTok. (2) LIC v. Case Farms, a cruelty suit against a major KFC supplier, which is currently pending before the North Carolina Court of Appeals. (3) Animal Outlook v. Harvey’s Market, which successfully stopped a DC butcher shop from selling foie gras. And (4) LIC v. Alexandre, a cruelty suit against an abusive dairy, which is currently pending before a California court. LIC has also sponsored an undercover investigation of poultry-giant Foster Farms, leading to a currently ongoing sheriff’s-office investigation. LIC got a California caterer to drop foie gras with a simple cease-and-desist letter. And LIC established a new potential avenue to create consequences for animal abuse: through an amicus brief at sentencing for the violation of another law. LIC also received a recommendation from Animal Charity Evaluators!
Although Shivers was a Democrat, the Republicans nominated him too as part of a galaxy-brained plan to encourage Shivers supporters to vote straight Republican (h/t BobaCalifornian).
Inline links: h/t BobaCalifornian
12: OpenAI agrees to keep nonprofit control for now. But Garrison Lovely thinks this is in name only and they’re still working on ways to legally subordinate the philanthropic mission to the profit motive. Related: The Open AI Files, a massive collection of everything shady about OpenAI (that we know of!)
Inline links: OpenAI agrees to keep nonprofit control for now, thinks this is in name only, The Open AI Files
14: Related: Michael Trazzi has released a half-hour documentary on the fight over California’s SB-1047 AI regulation bill, available free on YouTube:
Contact: Richard Contact Info: horvirich[at]gmail[dot]com Time: Saturday, September 27, 1:00 PM Location: South-East corner of Muzeumkert (near the playground). Coordinates: https://plus.codes/8FVXF3R7+6G7 Group Link: https://groups.google.com/g/rationality-budapest Additional Notes: In case of rain, we will gather in California Coffee Company nearby.
Contact: Charles Smith Contact Info: nwa_rationality[period]humid012[a t]silomails[period]com Time: Wednesday, September 24th, 5:00 PM Location: Loafin' Joe's- Fayetteville Coordinates: https://plus.codes/86873R6Q+P5 California BERKELEY Contact: Scott and Skyler Contact Info: skyler[a t]rationalitymeetups[period]org Time: Tuesday, September 9th, 6:30 PM Location: 2740 Telegraph Ave, Berkeley Coordinates: https://plus.codes/849VVP5R+X5 Group Link: bayrationality.com Notes: Children welcome, please no pets. We’ll have food, and possibly Q&A with Scott.
1st: Joan of Arc, by William Friedman. William is a history enthusiast and author who lives in California, where he spends his time reading, writing, GMing, playing video games and telling people excitedly about all the horrific stuff he learned in his latest history book. His fiction blog is Palace Fiction (which is currently serializing his first novel, The Tragedy of the Titanium Tyrant) and his nonfiction blog is As Our Days.
See here for a more complete history of the island, and here for a Charter Cities Institute podcast on the topic. California Maybe Actually Pretty Soon Now California Forever, the project to build a new city in unoccupied land an hour from San Francisco, has overcome a first round of political headwinds. In 2023, a stealth mode company announced it had quietly bought up a city-sized tract of land in Solano County, and would be placing an initiative on the county ballot to let them build a futuristic planned community there. Enough local NIMBYs protested that the company and county jointly withdrew the initiative in favor of seeking some other agreement. In 2025, they announced their new strategy: they would partner with nearby Suisun City. Suisun would annex their land and permit development there, avoiding a county-wide referendum (they might also make a deal with another nearby city, Rio Vista). The new plan is moving forward: earlier this month, California Forever submitted their annexation paperwork, which was deemed complete by the city. The remaining steps are: Suisun City Council must approve their environmental impact report (may cause delays and added expense, but unlikely to block the project outright)
Suisun City Council must approve the annexation (city council has already voted in favor of California Forever before and will likely do so again)
The proposal also moots two additional megaprojects: the Solano Shipyard, where the new city touches the upper tributaries of the San Francisco Bay. American shipbuilding has long been something of an embarrassment, the Trump administration is working on it, and the new city would be strategically placed to benefit if the federal government could remove some of the barriers that make US naval manufacturing unprofitable. And the Solano Foundry would be the “the largest [advanced manufacturing] park in the US”. Many of Silicon Valley entrepreneurs’ manufacturing startups set up shop in Southern California - for example, Elon Musk’s original base for SpaceX and the Boring Company was in Hawthorne, near LA - just because the Bay has so few good industrial locations. The Foundry aims to change that, and aims for 40,000 new manufacturing jobs. Finally, something nobody else will care about but which is close to my heart - Jan is pursuing a partnership with Monumental Labs, a group working on “AI-enabled robotic stone carving factories”. The question of why modern architecture is so dull and unornamented compared to its classical counterpart is complicated, but three commonly-proposed reasons are: Ornament costs too much
Inline links: Solano Shipyard, https://substackcdn.com/image/fetch/$s_!cZKL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdaff879b-2364-49e3-9568-2779f28cd231_639x426.jpeg, Solano Foundry, https://substackcdn.com/image/fetch/$s_!APFe!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2086d0cc-0654-4c0a-80c3-3aaacbe5744e_1199x675.jpeg, Monumental Labs, is complicated
After a big spike during the worst part of COVID, tents plateaued until mid-2023, then steadily declined. This timeline doesn’t match the two factors most people credit with the decline - the Grant’s Pass v. Johnson case where the Supreme Court made it easier to clear encampments, and Daniel Lurie taking over as mayor. What does it match? It might match a legal ruling the city got in September 2023. At the time, it was federally illegal to clear away homeless encampments without offering the homeless people an alternative, eg a shelter bed. San Francisco is chronically short on shelter beds, but cleverly kept a small number of beds in reserve on the exact day of cleanup operations to offer the affected individuals (many of whom would decline anyway). In 2022, a homeless advocacy group sued, saying this was a loophole that made a mockery of the requirement, and the city needed to generally have shelter beds available before it could clear encampments; the judge issued an injunction preventing the city from clearing encampments while the case was going on. In September 2023, another judge disagreed, and restored the city’s right to use this strategy. Then, in the 2024 Grant’s Pass decision, the Supreme Court struck down the entire federal law at issue, making it legal to remove encampments whether or not there were available shelter beds. Encampment numbers fell further. CalMatters presents the cynical view of post-Grant anti-homeless enforcement. The usual problem with enforcing laws against the homeless is that no plausible punishment can make their lives worse: you can’t fine people without money, or suspend the drivers licenses of people without cars. All you can do is imprison them - but there are too many, it’s too expensive, and the legal justifications are too weak to keep them in for long. The post-Grant environment provides two new levers of control. First, if the homeless have a tent, police can take their tent. Second, if the homeless have other possessions (shopping carts, big bags of stuff, etc), the police can jail them for a day or two, and by the time they get back, someone will have stolen them. Both levers incentivize the homeless to lie low and avoid trafficked areas, to avoid contact with the police. And both remove bulky signs of homelessness that might otherwise block paths, present an eyesore to passers-by, or otherwise kill the vibes of a neighborhood. Did these measures convince the homeless to shape up and accept social services? Or did they simply make their lives worse by taking their last vestigial shelter, removing their ability to keep possessions for more than a few weeks, and driving them to a miserable nomadic existence? The qualitative interviews in the CalMatters article suggest mostly the latter, although they do include one success story. Another argument for the latter is that there isn’t some vast surfeit of empty shelter beds and subsidized housing for these people to go to. And as we’ll see in the next section, overall homelessness does not seem to have declined as much as the decline in tents. So I think it mostly made the lives of the homeless worse, although there may have been positive effects for a small subset. This isn’t a fatal criticism; the aesthetic and safety improvements are real. But I think it speaks against the argument, common during the height of the crisis, that there was no tradeoff and actually enforcement was the truly compassionate option. Separately, A Small Decrease In Actual Homelessness There is weak evidence that overall homelessness has declined in California over the past year. It’s hard to measure homelessness, because homeless people are hard to find and survey. The gold standard measure is a “point in time count”, where the state chooses one particular day, gathers lots of volunteers, and sees how many homeless people they can find that day. Some counties do this once a year. Others, including San Francisco, do it once every two years. The results of this year’s count (which didn’t include San Francisco) are: So overall, unsheltered homeless in the areas covered by this year’s count decreased 9%. This looks small, but represents a more impressive victory when compared to previous years (when the homeless population usually went up) and to the US as a whole (where homelessness generally increased during this time). 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: and restored the city’s right to use this strategy, presents the cynical view of post-, https://substackcdn.com/image/fetch/$s_!kCNg!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6fda1b28-6220-4c80-820b-6700bcb67a56_794x893.png, https://substackcdn.com/image/fetch/$s_!jF-b!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F04c94ed0-966c-4a7a-9488-24324bdb2a47_864x1080.webp, 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
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
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: this affordability win, 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 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
This market is up ten points on news that GDP last quarter rose 4.3% with no increase in hours worked. A California union has announced a campaign to force a 2026 ballot proposition that levies a “one time” wealth tax on billionaires; the mere threat of this tax has spooked several billionaires, including Google founders Larry Page and Sergey Brin, into leaving the state (the initiative would apply to anyone residing in California as of 1/1/2026, so there’s incentive for them to leave proactively). The markets above are the first attempts I’ve seen to estimate the chance of it actually passing.
Inline links: on news that, leaving the state
A California union has announced a campaign to force a 2026 ballot proposition that levies a “one time” wealth tax on billionaires; the mere threat of this tax has spooked several billionaires, including Google founders Larry Page and Sergey Brin, into leaving the state (the initiative would apply to anyone residing in California as of 1/1/2026, so there’s incentive for them to leave proactively). The markets above are the first attempts I’ve seen to estimate the chance of it actually passing.
Inline links: leaving the state
Still, the condolences are appreciated. Scott Adams was a surprisingly big part of my life. I may be the only person to have read every Dilbert book before graduating elementary school. For some reason, 10-year-old-Scott found Adams’ stories of time-wasting meetings and pointy-haired bosses hilarious. No doubt some of the attraction came from a more-than-passing resemblance between Dilbert’s nameless corporation and the California public school system. We’re all inmates in prisons with different names.
Adams started out by stressing that he was politically independent. He didn’t support Trump, he was just the outside hypnosis expert pointing out what Trump was doing. IT’S JUST A THOUGHT EXPERIMENT, IF YOU TAKE IT SERIOUSLY, YOU FAIL. Indeed, “this person is a charismatic manipulator hacking the minds of irrational sheep” is hardly a pro-Trump take. And he lived in Pleasanton, California - a member in good standing of the San Francisco metropolitan area - and nice Pleasantonians simply did not become Trump supporters in 2016.
California lets interest groups propose measures for the state ballot. Anyone who gathers enough signatures (currently 874,641) can put their hare-brained plans before voters during the next election year.
This year, the big story is the 2026 Billionaire Tax Act, a 5% wealth tax on California’s billionaires. Your views on this will mostly be shaped by whether or not you like taxing the rich, but opponents have argued that it’s an especially poorly written proposal:
It includes a tax on “unrealized gains”, like a founder’s share of a private company which hasn’t been sold yet. This could be an existential threat to the Silicon Valley model of building startups that are worth billions on paper before their founders see any cash. Since most billionaires keep most of their wealth in stocks, any wealth tax will need some way to reach these (cf. complaints about the “buy, borrow, die” strategy for avoiding taxation). But there are better ways to do this (for example, taxing at liquidation and treating death as a virtual liquidation event), other wealth tax proposals have included these, and the California proposal doesn’t.
Inline links: an existential threat to, wealth tax proposals
The US is far bigger than in the Framers’ time, so it’s the 50,000 number that would apply in the present day. This would increase the size of the House of Representatives from 435 reps to 6,6412. Wyoming would have 12 seats; California would have 791. Here’s a map:
Inline links: 2
As a bonus, the Electoral College bias towards small states would be essentially solved. Currently, a Wyomingite’s presidential vote controls three times as many electoral votes as a Californian’s. Under the CAA, both states would be about equal.
Democrats: You’re about to take a beating in the next census. California is moving to gerrymander its Congressional delegation, but it’s also going to lose four seats. Texas is moving to gerrymander its delegation even more aggressively, and it’s going to gain four seats. Florida is going to gain three. Illinois and New York are losing seats. Across the board it’s bad news; while you might come out on top in this year’s elections, you’re going to lose the gerrymandering battle come 2030. Ratifying the CAA will make the battle that much fairer for you.
Inline links: lose
Contact: Cristina Contact Info: olsoncristina[@]gmail[.]com Time: Wednesday, April 29th, 6:00 PM Location: Pavilion at the Railyard Bike Park in Rogers, 299 E Cherry St, Rogers, AR 72756. Coordinates: https://plus.codes/86878VHP+G9C Notes: If it’s bad weather, we will meet somewhere else, please email for info. California BERKELEY Contact: Scott, Ari, and Skyler Contact Info: skyler[@]rationalitymeetups[.]org, ari[@]zerner[.]com Time: Wednesday, June 10th, 6:30 PM Location: 2740 Telegraph Ave, Berkeley Coordinates: https://plus.codes/849VVP5R+X5 Group Link: bayrationality.com Notes: Children welcome, please no pets. We’ll have food, and possibly Q&A with Scott. Held shortly after Less.Online, we expect a lot of neat out-of-town visitors.
Inline links: https://plus.codes/86878VHP+G9C, https://plus.codes/849VVP5R+X5
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