Astral Codex Ten

China

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China

Article

China is a recurring place in the Astral Codex Ten archive, appearing 133 times across 133 issues between February 23, 2021 and March 25, 2026. The archive places it in contexts such as “cover China (or someone) lying about their death count”; “China can equip their merchant fleet with defensive weapons”; “US and China reach agreement to lift Trump-era tariffs”. It most often appears alongside US, United States, Twitter.

Metadata

  • Category: Places
  • Mention count: 133
  • Issue count: 133
  • First seen: February 23, 2021
  • Last seen: March 25, 2026

Appears In

Source Context

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

Mantic Monday: Judging April COVID Predictions
February 23, 2021 · Original source
I haven't seen these numbers, but I haven't seen anyone make a plausible case some other country is off by a factor of two. This was mostly in there to cover China (or someone) lying about their death count in an obvious way, which didn't happen. True.
9. Will China’s reach 100,000 official cases?
China's official case count on 12/31/20 was 95,963, so false.
Highlights From The Comments On March Links
March 04, 2021 · Original source
Second, it makes no sense. It was something that people did in an era when the ability of the state to do things was sharply constrained, and it was never all that profitable. These days, the government is a lot more effective, and if it wants to hunt Chinese commerce (never mind the issues about who owns the cargo, which is rather different in the days of worldwide communications and the shipping container) it will make auxiliary commerce raiders of its own. There's definitely no need to have a DDG sit outside a Brazilian port waiting. Take any reasonable civilian ship (big yacht, fishing boat, tug, whatever) and fit it with a couple of 40mm guns and a boarding party. Have it do the waiting instead.
Modern naval weapons are too good at sinking ships, whereas privateering requires capturing ships intact to be profitable. For a trivial, and in this context uncontroversial, investment, China can equip their merchant fleet with defensive weapons that will sink any privateer, unless the privateer sinks them first.
- Privateers, being incapable of surviving a fight with real warships (especially modern ones), need to be able to hide from and if necessary outrun enemy warships. That's a lot harder to manage in a world of radio, radar, maritime patrol aircraft, and satellites. Harder still if you insist on taking prizes, which will be Lojacked beyond your ability to clear at sea. Even in a hot war with the United State, China will probably be able to spare e.g. an H-6K for a day to sink the privateer that just sank one of China's freighters, and that's all it will take.
Mantic Monday: Mantic Matt Y
March 15, 2021 · Original source
1. Jon Ossoff and Raphael Warnock win the Georgia Senate races 2. The same party wins both Senate races in Georgia 3. Joe Biden ends the year with his approval rating higher than his disapproval rating 4. Joe Biden ends the year with his approval rating above 50% 5. US GDP growth in 2021 is the fastest of any year of the 21st century 6. The year-end unemployment rate is below 5 percent 7. The year-end unemployment rate is above 4 percent 8. Lakers win the NBA championship 9. Joe Biden ends the year as president 10. Nancy Pelosi sets a definitive retirement schedule 11. A vacancy arises on the Supreme Court 12. The EU ends the year with more confirmed Covid-19 deaths than the US 13. Substack will still be around 14. People will still be writing takes asking if Substack is really sustainable 15. Apple releases new iMacs powered by Apple silicon 16. Apple does not release a new Mac Pro powered by Apple silicon 17. Monthly year-on-year core CPI growth does not go above 2 percent 18. Monthly year-on-year core CPI growth does not go above 3 percent 19. Lloyd Austin not confirmed as Defense Secretary 20. No federal tax increases are enacted 21. Biden administration unilaterally relieves some but not all student debt 22. United States rejoins JCPOA and Iran resumes compliance 23. Israel and Saudi Arabia establish official diplomatic relations 24. US and China reach agreement to lift Trump-era tariffs 25. Slow Boring will exceed 10,000 paid members
1. Jon Ossoff and Raphael Warnock win the Georgia Senate races (60%) 2. The same party wins both Senate races in Georgia (95%) 3. Joe Biden ends the year with his approval rating higher than his disapproval rating (70%) [83%] 4. Joe Biden ends the year with his approval rating above 50% (60%) [60%] 5. US GDP growth in 2021 is the fastest of any year of the 21st century (80%) [84%] 6. The year-end unemployment rate is below 5 percent (80%) 7. The year-end unemployment rate is above 4 percent (80%) 8. Lakers win the NBA championship (25%) [25%] 9. Joe Biden ends the year as president (95%) [96%] 10. Nancy Pelosi sets a definitive retirement schedule (60%) 11. A vacancy arises on the Supreme Court (70%) [50%] 12. The EU ends the year with more confirmed Covid-19 deaths than the US (60%) [80%] 13. Substack will still be around (95%) 14. People will still be writing takes asking if Substack is really sustainable (80%) 15. Apple releases new iMacs powered by Apple silicon (90%) [84%] 16. Apple does not release a new Mac Pro powered by Apple silicon (70%) [53%] 17. Monthly year-on-year core CPI growth does not go above 2 percent (70%) 18. Monthly year-on-year core CPI growth does not go above 3 percent (90%) 19. Lloyd Austin not confirmed as Defense Secretary (60%) 20. No federal tax increases are enacted (95%) 21. Biden administration unilaterally relieves some but not all student debt (80%) 22. United States rejoins JCPOA and Iran resumes compliance (80%) 23. Israel and Saudi Arabia establish official diplomatic relations (70%) [38%] 24. US and China reach agreement to lift Trump-era tariffs (70%) 25. Slow Boring will exceed 10,000 paid members (70%) [75%]
Book Review: The New Sultan
March 18, 2021 · Original source
But even quashing conspiracy theories isn't enough. When Erdogan wasn't spinning wild stories about vast treasonous conspiracies, he got his opponents on smaller things. Ordinary bribe-taking style corruption, admittedly totally endemic in Turkey, such that any given allegation was completely plausible, becoming suspicious only because of the consistency with which people standing in Erdogan's way got accused. Businessmen and tycoons who Erdogan needed swept aside got accused of tax fraud, or sometimes just audited with such a fine-toothed comb that they agreed to what Erdogan wanted knowing it would get the audit called off. Maybe it's easy to instantly dismiss wild treason accusations; what about corruption and tax evasion? Don't we want to punish those crimes? I think Erdogan's story has me sufficiently spooked that I wonder if we should trade off our ability to catch corrupt officials and tax evaders, in favor of very high burdens of proof for those specific misdeeds. "Anti corruption campaign" seems to be a code word for "arresting the enemies of people in power", whether in Erdogan's Turkey or Xi's China. I'm not sure what to do about it without leaving corruption in place, but, uh, maybe we should leave corruption in place. Hard to say.
2020 Predictions: Calibration Results
April 05, 2021 · Original source
CORONAVIRUS: 1. Bay Area lockdown (eg restaurants closed) will be extended beyond June 15: 60% 2. …until Election Day: 10% 3. Fewer than 100,000 US coronavirus deaths: 10% 4. Fewer than 300,000 US coronavirus deaths: 50% 5. Fewer than 3 million US coronavirus deaths: 90% 6. US has highest official death toll of any country: 80% 7. US has highest death toll as per expert guesses of real numbers: 70% 8. NYC widely considered worst-hit US city: 90% 9. China’s (official) case number goes from its current 82,000 to 100,000 by the end of the year: 70% 10. A coronavirus vaccine has been approved for general use and given to at least 10,000 people somewhere in the First World: 50% 11. Best scientific consensus ends up being that hydroxychloroquine was significantly effective: 20% 12. I personally will get coronavirus (as per my best guess if I had it; positive test not needed): 30% 13. Someone I am close to (housemate or close family member) will get coronavirus: 60% 14. General consensus is that we (April 2020 US) were overreacting: 50% 15. General consensus is that we (April 2020 US) were underreacting: 20% 16. General consensus is that summer made coronavirus significantly less dangerous: 70% 17. …and there is a catastrophic (50K+ US deaths, or more major lockdowns, after at least a month without these things) second wave in autumn: 30% 18. I personally am back to working not-at-home: 90% 19. At least half of states send every voter a mail-in ballot in 2020 presidential election: 20% 20. PredictIt is uncertain (less than 95% sure) who won the presidential election for more than 24 hours after Election Day. 20%
Inline links: 3. Fewer than 100,000 US coronavirus deaths: 10%
Links For April
April 12, 2021 · Original source
29: Did you know - the five-clawed dragon symbolized the Emperor of China, the four-clawed dragon the nobility, and the three-clawed dragon commoners. “Improper use of claw number…was considered treason, punishable by execution of the offender's entire clan.”
Inline links: Did you know
10: Noahpinion presents the case against global poverty decrease denialism. Also good on Noahpinion: China is very 20th century. China is at the techno-economic level that the West was in the mid-20th-century so maybe we should be less surprised that it’s growing at the rate the West did in the mid-20th-century, or has the same struggles with authoritarianism and genocide the West faced in the mid-20th-century.
Inline links: the case against global poverty decrease denialism, China is very 20th century
Prospectus On Próspera
April 14, 2021 · Original source
A timely question, given recent news about Hong Kong. Its unique position outside the Chinese system helped it grow rich and important, China promised to preserve that position, and - once it became inconvenient to China, they reneged on their promise and reapplied Chinese law. Why couldn’t the same happen here?
When China created the Shenzhen special economic zone, its success didn’t just enrich Shenzhen. It became the evidence that Chinese liberals used to enact reforms across the whole country, and Chinese GDP per capita dectupled over the next thirty years. And Vietnam saw China’s success and liberalized its own markets, and GDP there sextupled. And then Laos saw Vietnam’s success and liberalized its markets, and GDP there tripled. And before you know it, a billion and a half people were lifted out of poverty.
Proponents point out that the idea of a ZEDE or charter city is similar to (in fact, stronger than) the idea of a special economic zone, which transformed the cities of Shenzhen in China and Dubai in the United Arab Emirates.
Your Book Review: Progress And Poverty
April 16, 2021 · Original source
By making possible the division & specialization of labor (you dig bait, I'll catch fish) Capital is a force multiplier that supercharges the productive power of labor. It doesn't supply labor with raw materials (nature does), nor does it provide for the maintenance of workers (who eat bread by the sweat of their own brow). George says this is why capital isn't a limit on industry. ...okay, George grants that capital may limit the form of industry. You can't plow without a plow or milk without a cow. George also grants that the lack of specialized tools can greatly limit productivity because you don't get the benefit of the force-multiplying effect of capital. Um... aren't you contradicting yourself here, Mr. George? You spent all this time hammering home your doctrine of wages to prove that capital doesn't limit industry, but you just said its absence can limit both the form and the productivity of labor! Time to unpack what we mean by "limit" and be super clear about it from now on: But to say that capital may limit the form of industry or the productiveness of industry is a very different thing from saying that capital limits industry. Okay, what do you mean? For the dictum of the current political economy that "capital limits industry," means not that capital limits the form of labor or the productiveness of labor, but that it limits the exertion of labor. Okay, I think I see what he's saying. The existing school of thought says that because capital provides labor with both materials and maintenance, therefore if capital dries up, labor productivity must go down because workers will have nothing to work on, and nothing to eat or wear. Labor is thus "limited" by capital, for without it is literally and metaphorically starved for capital. But George says no – the only way capital actually "limits" productivity in real life is in the degrees by which it force-multiplies labor's productivity and unlocks certain forms of labor in the tech tree. The kind of "limit" George objects to is the idea that you need capital just to get any work done at all, or that without capital to sustain it, labor will shrivel up. Instead, capital is rocket fuel that labor supplies to itself by investing a portion of its wages. And yet, with all the awesome slots we've unlocked on the tech tree, and barrels and barrels of rocket fuel to fire up eager laborers, we still find our economy sinking into mysterious depressions. Something is gumming up the works, but it's not a simple scarcity of capital: the real limitation is not the want of capital, but the want of its proper distribution Or as G.K. Chesterton said, "Too much capitalism does not mean too many capitalists, but too few capitalists." This might seem like a pedantic distinction – misallocated capital could be said to be "scarce" capital – but they're not the same thing at all. As Francis Bacon said in 1625: Riches were like [Manure]: When it lay, upon an heape, it gave but a stench, and ill odour; but when it was spread upon the ground, then it was cause of much fruit. Because the prevailing theories of George's time are based on incorrect ideas about the relation between wages and capital, "all remedies, whether proposed by professors of political economy or workingmen, which look to the alleviation of poverty either by the increase of capital or the restriction of the number of laborers or the efficiency of their work, must be condemned." In short, more investment, more protectionism, and more efficiency programs can't, won't, and haven't fixed poverty and industrial depressions because they all proceed from false premises. Having finally beaten the nexus of wages, capital, and labor into a bloody pulp, George turns his eyes towards another leading theory for why everything is terrible: the specter of overpopulation. II. Population and Subsistence The entire second book might as well be titled "Why Malthus is Dumb and Wrong and Bad." It's dedicated to dunking on Malthusianism, a philosophy that ascribes economic crises to the exponential growth of the human population, which must necessarily end in catastrophe. according to Malthusian theory, poverty appears as increase in population necessitates the more minute division of subsistence. George attacks Malthusian ideas not just because they're wrong, but because they make it easier to accept the prevailing theory of wages (as more capital is allocated, laborers will keep popping up like weeds to gobble it up, so wages must eternally stagnate). George draws a straight line between these faulty ideas and holocausts and genocides – specifically citing how colonial oppression in China, India, and Ireland were explicitly justified on Malthusian grounds. One million people died in the English-engineered Irish potato famine alone, and when you add in those who fled the entire population declined by 25% percent. And this isn't a tenuous link either – George directly connects the completely avoidable famine to his favorite bugbear, private landownership and extortionate rent. Given that Malthusianism is now widely discredited I'm just going to skip this chapter, but if you want to hear George in all his righteous fury, check out Appendix A (there's a link that returns here at the end): Appendix A: George Dunks on Malthusianism III. The Laws of Distribution When society produces wealth, who gets different shares of it, and why? Let's start by beating some words to death. By George, we're told that there are three factors in production: Land, Labor, and Capital. For each of these terms there must be a "law of distribution" that explains how each gets compensated for its part in production. The reward you get from production by owning Land is called Rent. The reward you get from production by supplying Labor is called Wages. The reward you get from production by supplying Capital is called ... um, what? We're looking for a term that clearly expresses the return to capital alone and nothing else. The closest thing we have is Interest, and that's probably good enough. George gives the common definition of interest as "the return for the use of capital, exclusive of any labor in its use or management, and exclusive of any risk, except such as may be involved in the security." This is pretty close to what we want – something that expresses the sole return to capital without mixing in anything else. But ... what about Profits? Profits is "almost synonymous" with revenue, assuming you have some left after you deduct expenses. It means a gain in money or wealth, but the trouble is this gain is a mix of rent, wages, and "compensations for the risk peculiar to the various uses of capital." What we want is a term that means the return to capital alone, totally separate from the return to laborers and landowners. To talk about the distribution of wealth into rent, wages, and profits is like talking of the division of mankind into men, women, and human beings. George spends a few pages talking about how everyone from Adam Smith on down got confused about this (spoiler: it's tied up with thinking wages are drawn from capital), before presenting his model for how it all works. If you want to see him knock that stuff down, see Appendix B (there's a link that returns here at the end): Appendix B: George dunks on the Conventional Laws of Distribution Here's George's model for how it all works: Land is"all natural opportunities or forces" and its return is rent Labor is "all human exertion" and its return is wages Capital is"all wealth used to produce more wealth" and its return is interest George says the false assumption at the root of the old theories is in thinking of "capital as the prime factor in production, land as its instrument, and labor as its agent or tool." George makes the following assertions: "Labor can be exerted only upon land"
Inline links: Francis Bacon said in 1625, Malthusianism, English-engineered Irish potato famine, Appendix A: George Dunks on Malthusianism, Appendix B: George dunks on the Conventional Laws of Distribution
Towards a Truly Free Market by John Medaille Appendices These are optional elaborations on sections I glossed over because the Book Review Is Too Damn Long. Appendix A: George Dunks on Malthusianism Malthusianism in George's time was wildly popular, and often invoked by the ascendant proponents of Social Darwinism who took Charles Darwin's theory of "survival of the fittest" and recast it as a moral justification for the Just World Hypothesis. Essentially, those that are doing well do so because they are more "fit", and those that are less "fit" tend to perish, and furthermore, this brutal process will actively "improve" the human race. This philosophy was the energizing intellectual force behind both the Eugenics movement and Nazi Germany. George clearly hates everything about this philosophy but attempts to steel-man it anyways: The Malthusian doctrine, as at present held, may be thus stated in its strongest and least objectionable form: That population, constantly tending to increase, must, when unrestrained, ultimately press against the limits of subsistence, not as against a fixed, but as against an elastic barrier, which makes the procurement of subsistence progressively more and more difficult. And thus, wherever reproduction has had time to assert its power, and is unchecked by prudence, there must exist that degree of want which will keep population within the bounds of subsistence. The weak form of Malthusianism is "people are as dumb as deer and will breed endlessly until there's not enough food and everyone starves to death." The strong form of Malthusianism is, "of course people aren't mindless deer charging into a brick wall, but there is a firm upper limit that can only give so much before nature will cull the herd without mercy." And by George, we can't just dismiss the strong form out of hand: "what seems clearer than that there are too many people?" However, George is suspicious of how easily the Malthusian theory justifies contemporary economic assumptions and assuages the moral sensibilities of the establishment: The great cause of the triumph of this theory is that, instead of menacing any vested right or antagonizing any powerful interest, it is eminently soothing and reassuring to the classes who, wielding the power of wealth, largely dominate thought... It furnishes a philosophy by which Dives as he feasts can shut out the image of Lazarus who faints with hunger at his door; He points out how it lets self-styled "Good Christian Men" reframe their own greed and indifference as just plain good sense: In this view, he who in the midst of want has accumulated wealth, has but fenced in a little oasis from the driving sand which else would have overwhelmed it. He has gained for himself, but has hurt nobody. And even if the rich were literally to obey the injunctions of Christ and divide their wealth among the poor, nothing would be gained. (Aside: I've heard this exact defense offered by many of my fellow Christians) Okay, George makes a strong moral case. But a moral case isn't enough, and I think this is where many activists of all political stripes go wrong. If you attack the premises of an idea as "dangerous" because it could lead to bad consequences, you're still stuck with a real problem if the premises that animate that "dangerous" idea turn out to be actually true. If they're true we're stuck with them, and unless your competing policy admits to the same grim facts, your opponent will just dismiss your entire argument and more importantly, so will their audience. But if the premises aren't true, then the dangerous and scary policy prescription – say, "let the Irish starve to death" – is both evil and unnecessary. History has shown that many officials will shrug their shoulders at "evil" policies so long as they believe them to be "necessary." Cool, we've established that Malthusianism is bad. Now let's establish that it's wrong. A Brief Interlude from the Future From where we're sitting in 2021, we don't even need George to refute Malthusianism, history has done that for us. Instead of increasing at an exponential rate, fertility rates are crashing all over the world. Not in one country, but in virtually every country, and in many the birth rate is already below replacement. Fertility rates have been crashing so hard that some are calling it a "Global Fertility Crisis." The absolute size of the human population is still growing, but this is just due to inertia; the human population will peak somewhere between 9 and 10 billion in the 2060's, and then decline from there. The two main things Malthus got wrong were failing to anticipate 1) advances in food production technology like the Green Revolution, and 2) that humans can control their own fertility rates. George's strongest arguments against Malthusianism strike directly at the provably false claims of its 19th century proponents and provide some extremely salient applications of George's philosophy. George takes up the cause of India, China, and Ireland, which were often cited as examples of "overpopulated" countries where many have starved and been forced to emigrate. Per the Malthusians, this is the fault of too many of these poor, ignorant, and deficient people crammed together in too small a space. By George, it can't be the fault of population density – in his time, Germany, Belgium, England, Netherlands and Italy all have higher population densities than India, China, and Ireland, and could therefore support higher populations with the right conditions. And there's certainly nothing wrong with the people themselves: This arises from no innate deficiency in the people, for the Hindoo, as comparative philology has shown, is of our own blood, and China possessed a high degree of civilization and the rudiments of the most important modern inventions when our ancestors were wandering savages. Instead: It arises from the form which the social organization has in both countries taken, which has shackled productive power and robbed industry of its reward. India is poor not because it has too many Indians, but because it is oppressed by too many Englishmen: The millions of India have bowed their necks beneath the yokes of many conquerors, but worse of all is the steady grinding weight of English domination... India now is like a great estate owned by an absentee and alien landlord George gives us lots of details about the plight of India, China, and Ireland, but for the sake of brevity I'm just going to present the heartbreaking case of the Great Irish Potato Famine and let it stand in for all three. To sum up, from 1845 to 1852 there was a period of mass starvation and disease in Ireland. About one million people died, and another million fled the country. The entire population dropped by about 25%: The extreme poverty of the peasantry and the low rate of wages there prevailing, the Irish famine, and Irish emigration, are constantly referred to as a demonstration of the Malthusian theory worked out under the eyes of the civilized world. Many prominent intellectuals of the day looked at the crisis, shook their heads, and said – what do you expect when those ignorant Irish Catholics breed like rabbits and strain Ireland's carrying capacity to its limit? It's just natural selection at work! George will have none of it: The laborer was just as effectually stripped by as merciless a horde of landlords, among whom the soil had been divided as their absolute possession, regardless of any rights of those who lived upon it. Okay, they had to pay some rent, so what? Didn't they bring their suffering on themselves? Why, the intellectuals ask, didn't the Irish work harder, why did they not improve their local economy and agricultural base? And most importantly, why did they depend on a single monoculture crop (the potato) if a single blight could knock out their entire food supply? By George, because The Rent Was Too Damn High! tenants... even if the rack-rents which they were forced to pay had permitted them, did not dare to make improvements which would have been but the signal for an increase of rent. Labor was thus applied in the most inefficient and wasteful manner. (emphases mine) The Irish were really trapped. Working harder to improve the farmland to increase its yield could actually leave them worse off. Any increase in their land's productivity goes to the landlord in the form of increased rents. But even this structural impoverishment of the land wasn't sufficient to cause the famine. Ireland still produced enough food to feed its people: For when her population was at its highest, Ireland was a food-exporting country. Even during the famine, grain and meat and butter and cheese were carted for exportation along roads lined with the starving and past trenches in which the dead were piled. People were literally starving and dying, but because of the structure of land ownership they couldn't even pay their rent, let alone purchase the food grown from their own lands and raised with their own hands. Since the local population couldn't afford it, the (English) landlords sold it abroad to the highest bidder. It went not as an exchange, but as a tribute – to pay the rent of absentee landlords; a levy wrung from producers by those who in no wise contributed to production... they lived on the potato, because rack-rents stripped everything else from them. The Rent Is Too Damn High, and it's not because the designated underclass of the day have too many babies or are too uneducated, too ignorant, too religious, too lazy, or too foreign. George gets really mad about this, and calls out John Stuart Mill and Henry Thomas Buckle by name for lending credence to the Malthusian explanation of Ireland's suffering. I know of nothing better calculated to make the blood boil than the cold accounts of the grasping, grinding tyranny to which the Irish people have been subjected, and to which, and not to any inability of the land to support its population, Irish pauperism and Irish famine are to be attributed; and were it not for the enervating effect which the history of the world proves to be everywhere the result of abject poverty, it would be difficult to resist something like a feeling of contempt for a race who, stung by such wrongs, have only occasionally murdered a landlord! Appendix B: George dunks on the Conventional Laws of Distribution Conventional Law 1: Wages aredetermined by the ratio between capital devoted to the payment & subsistence of labor, divided up by the number of laborers. Conventional Law 2: Rent is determined by something called the "margin of production," AKA the "margin of cultivation." What's that? Let L be some land. Let W be the worst land available. Let A = the produce L makes. Let B = the produce you get applying the same amount of labor and capital to W. The Rent of L is given by A - B. The margin of production/cultivation is the difference between how much you can produce from a particular piece of land compared to the least productive alternative. This is the only conventional law of distribution that George accepts as correct. Conventional Law 3: Interest is the ratio between capital demanded by borrowers and supplied by lenders, falling as wages rise and vice versa. To quote Mill, interest is determined "by the cost of labor to the capitalist." The problem with these three laws is if Land, Labor, and Capital are the only three factors of production, and each gets its own return, than the three returns should balance. In other words: Return to Production = Rent + Wages + Interest If your three returns sum to more or less than 100% of the return to production, something's off, and George says the old laws don't add up – the only one of these he accepts is the law of rent. What's wrong with the other two? First we've got to stop using "profits" to mean a return to capital. If we look into a profit stream, we see more than one kind of thing. Conventional economists list the following: Wages of "superintendence"
Inline links: Towards a Truly Free Market, Social Darwinism, Just World Hypothesis, Eugenics, so long as they believe them to be "necessary.", fertility rates are crashing all over the world, Global Fertility Crisis, human population will peak, Green Revolution, Great Irish Potato Famine
Book Review: Global Economic History
April 21, 2021 · Original source
Why is the West richer than the rest of the world? Why have some non-Western countries (Japan, China) come from behind and mostly caught up? Why have others failed to replicate the West's trajectory and stayed underdeveloped despite seemingly having enough time to catch up? GEH:VSI tries to answer these questions.
GEH:VSI is also nervous talking too much about institutions, especially along the lines of strong property rights or other libertarian-adjacent ideas. While it admits that they matter to some degree, it also points out that some of the most successfully-developing economies, including Britain in the 1700s and Japan in the Meiji period, had unusually strong governments, high taxes, and poor property rights. The strong governments pursued strong industrial policies, the high taxes paid for infrastructure, and the poor property rights let governments use eminent domain to build canals, railroads, et cetera. In other cases, the book just isn't sure these helped that much. For example, China gets a lot of credit for its free-market reforms under Deng Xiaoping, but these reforms just took China from "literally Mao" to "kind of an average level of market freedom for developing countries". Given that the average developing country has an average-for-developing-countries level of market freedom, but does not experience a China-level economic miracle, these can gain only partial credit for China's success.
Is it still possible to succeed? Allen points to South Korea, the USSR, and China as examples that it might be. He describes their strategy as "the Big Push" - a strong central government producing lots of (not immediately useful or profitable) industry, in the hopes that it will pay off later:
Book Review: A Brief History Of Neoliberalism
May 04, 2021 · Original source
The two economic engines that have powered the world through the global recession that set in after 2001 have been the United States and China. The irony is that both have been behaving like Keynesian states in a world supposedly governed by neoliberal rules. The US has resorted to massive deficit-financing of its militarism and its consumerism, while China has debt-financed with non-performing bank loans massive infrastructural and fixed-capital investments. True blue neoliberals will doubtless claim that the recession [SA: I think he means the dot-com crash recession of the early 2000s, but it’s not clear even in the book] is a sign of insufficient or imperfect neoliberalization, and they could well point to the operations of the IMF and the army of well-paid lobbyists in Washington that regularly pervert the US budgetary process for their special-interest ends as evidence for their case. But their claims are impossible to verify, and, in making them, they merely follow in the footsteps of a long line of eminent economic theorists who argue that all would be well with the world if only everyone behaved according to the precepts of their textbooks.
Though it has been effectively disguised, we have lived through a whole generation of sophisticated strategizing on the part of ruling elites to restore, enhance, or, as in China and Russia, to construct an overwhelming class power. The further turn to neoconservatism is illustrative of the lengths to which economic elites will go and the authoritarian strategies they are prepared to deploy in order to sustain their power.
Traditional worker-based movements are by no means dead even in the advanced capitalist countries where they have been much weakened by the neoliberal onslaught on their power. In South Korea and South Africa vigorous labour movements arose during the 1980s and in much of Latin America working-class parties are flourishing if not in power. In Indonesia a fledgling labour movement of great potential importance is struggling to be heard. The potential for labour unrest in China is immense though unpredictable. And it is not clear either that the mass of the working people in the US, who have over this last generation often willingly voted against their own material interests for reasons of cultural nationalism, religion, and moral values, will for ever stay locked into such a politics by the machinations of Republicans and Democrats alike. Given the volatility, there is no reason to rule out the resurgence of popular social democratic or even populist anti-neoliberal politics within the US in future years.
Your Book Review: Addiction By Design
May 14, 2021 · Original source
Also because of that, the book takes for granted that capitalism is synonymous with evil. While I agree with the book that one of capitalism’s failure modes is to give people too much of a good thing, I needed more persuasion to be convinced of other things the book blames capitalism for. Take, for example, its assertion that, to the extent that personal failings are responsible for excessive gambling, those personal failings are caused by late capitalism. Capitalism exploits and damages workers so much that they seek out the comfort of machines. But this theory doesn’t explain why the propensity to gamble is present in humans across space and time. Macau is a huge gambling destination, and all types of ancient myths talk about gods and people gambling to excess. Neither modern day China nor ancient Greece or India are hotbeds of late capitalism.
Your Book Review: The Accidental Superpower
May 21, 2021 · Original source
American foreign policy comes off looking surprising competent through Zeihan’s story. In describing the history of Bretton Woods, he runs through some key participants and highlights the benefits of their membership. India, hurting the Soviets in South Asia; Sweden, hurting them in the Baltic; Argentina and Egypt, limiting their influence in South America and the Middle East; and most significantly, China, depriving them of their best ports. Why did America fight in Korea and Vietnam? To demonstrate the value of the security guarantee component of the Bretton Woods regime (“if the Americans proved unwilling to engage the Chinese in Korea, then was their security guarantee for the Germans against the Soviets really worth what they said it was?”).
Zeihan references this political unification issue when discussing the southern cities. They have ports, but no rivers, and are backed by mountains. These places historically traded with foreigners, while the northern Chinese haven’t had such easy access. (It’s not clear to me that the oppressive CCP that runs the country now doesn’t have better control over these cities. Hong Kong is off the southern coast, and the CCP’s imminent takeover of it doesn’t seem to be reversing.) Unification also comes up with respect to the interior. These regions are huge and have half the population of the country, but one generality Zeihan comes up with to describe them is “extremely poor.” He cites awful transportation as a cause.
Its historical geographic divisions have apparently held to this day, with the north controlling politics, Shanghai and central China forming an economic core, the south a perennial secessionist threat, and the interior ignored. (This book predates the genocidal campaign against the Uighurs in Xinjiang, though Tibet has suffered its share of atrocities.) Recent unification came about only after America took the threat of Japan away, and its economic rise coincided with its participation in America’s free trade network. With that change, “Instead of being raided for raw materials, China was guaranteed access to global supplies. The endless supplies of cheap labor that the Europeans and Japanese ruthlessly tapped now allowed China to generate its own goods for export, this time with the revenues flowing to the Chinese instead of overseas interests.”
Inline links: campaign against the Uighurs in Xinjiang
Open Thread 173
May 23, 2021 · Original source
2: And from the discussion of Accidental Superpower: China moves from being low-cost to high-expertise; Russia strong.
Inline links: moves from being low-cost to high-expertise, Russia strong
Book Review: Arabian Nights
May 24, 2021 · Original source
Diversity: Including Greeks, Arabs, Persians, Indians, Moroccans (always sorcerers), suspiciously Arabic-seeming Chinese, and blacks. This last group is mostly found as slaves, which felt anachronistic until I looked it up and learned more about the massive slave trade between East Africa and the medieval Middle East. In one story, when a prince is declaring his love to a princess, he says "I am your slave, your black slave", as a hyperbolic declaration of servitude. Of course, the author is very concerned about the excessive masculinity of black slaves, especially the fact that your wife is probably cheating on you with one. When one adulterer is late to a meeting with her slave beau, he swears "an oath by the valor and honor of blackamoor men (and don't think that our manliness is like the poor manliness of white men)" to ignore her from then on unless she is more timely. I have no idea how much of this is filtered through the layers of translators, or what he meant by "white men" in that sentence. Elsewhere in diversity: Jews are usually doctors or merchants, but everyone's a merchant so this isn't so remarkable. The one time a Christian appears in the stories I read, he's a drunkard - which wasn't the stereotype I was expecting, but which I guess makes sense under the circumstances.
Nights stretches from Morocco to China, across at least four centuries - and throughout that whole panoply of times and places, your wife is always cheating on you with a black man (if you're black, don't worry; she is cheating on you with a different black man). It's a weird constant. Maybe it's the author's fetish. I realize that Nights includes folktales written over centuries by dozens of different people - from legends passed along in caravanserais, to stories getting collected and written down, to manuscripts brought to Europe, to Richard Burton writing the classic English translation, to the abridged and updated version of Burton I read. But somewhere in that process, probably multiple places, someone had a fetish about their wife cheating on them with a black man, and boy did they insert it into the story.
Your Book Review: Plagues And Peoples
June 17, 2021 · Original source
Finding that Balance as a Chinese Rice Paddy Farmer
This system seemed to work. “A remarkably stable and long-lasting balance was achieved within Chinese society between peasant farmers and the two social classes most directly parasitic upon them. This balance survived, with some important elaborations but not real structural breaks, until the twentieth century. The system flourished throughout the Yellow River Valley, and eventually beyond.
Yellow River Basin The Han Dynasty never made it very far south towards the Yangtze. Political and military obstacles were relatively unimportant, and the climate and land meant longer and more productive growing seasons for agriculture. The Yangtze also has more predictable and manageable flood plains. Yangtze Valley is prettier too. Why not extend civilization southward? In McNeill’s words “for in moving southward and into better farming regions, Chinese pioneers were also climbing a rather steep disease gradient!” The climatic gradient is steep, like New England to Florida, in a shorter geographic distance. For a Chinese peasant, the mutually tolerable accommodation with the state and with the microparasites of the Yellow River Valley was maintainable. But more microparasitic intensity made the balance unmaintainable. The Han Dynasty and Confucianism really only worked at a certain latitude. By the way, guess which major Chinese city is on the Yangtze? (You can look back at the map.) In contrast to the Ganges Valley in India, with a civilization and farming starting around 600 BC but remained unstable and never consolidated. The Ganges Valley is hugely productive agriculturally but also warmer and wetter than China’s southern Yangtze Valley. “Classical Indian civilization thus took form under climatic and (presumed) disease conditions that the early Chinese found too much to bear.” It took a long time for China to populate the Yangtze River basin- biological accommodation to a microparasitic climate will take a long time. By that time, around 1200 AD, there is also evidence the Sung Dynasty was a less powerful and less demanding macroparasite. “To achieve such a mass population [100 million by A.D.1200] two things were needed: a suitable microparasistic accommodation to the ecological conditions of the Yangtze Valley and regions farther south, and a regulated macroparasitism that left enough of their product with the Chinese peasants so that they could sustain a substantial rate of natural increase over several generations.” Epistemic Status: A convincing narrative with zero evidence McNeill explicitly and regularly reminds the reader that this overarching thesis has little to no evidence. But it does have lots of examples. It’s the same problem that most overarching histories of humanity face: lack of documentation. Except this time it’s lack of documentation 10,000 years ago of something we discovered existed 300 years ago and is invisible without a microscope. In some way, though, this complete lack of documentation makes his case stronger- the invisible forces are stronger than the visible ones. We all kind of knew the narrative that the Spanish decimated the Aztecs and Mayans with help of smallpox. I just never extended that logic towards humanity’s escape from Africa, the march of civilizations into the countryside, and what type of social structures worked best at certain ‘disease gradient’ latitudes. The documentation of the conquistadors was almost adequate to infer disease as a massive influence. But earlier medical records and writings lack such detail. When McNeill contrasts this force of microparasitism balancing with and against the adequately vague force of macroparasitism, it’s hard not to nod your head and agree. McNeill provides as much detail and admits lack of detail as possible. The book is about on fifth footnotes. But the most convincing arguments for his narrative is the sum of parts that make up the narrative. I’m going to just list a few more examples that fit his framework because they are all interesting and also paint a more convincing picture of the importance microparasitism played in human history. The way that Europeans decimated Native Americans with smallpox blankets has been a key driver in ancient civilization expansion. The moment the city folk come in contact with tribes, smaller towns, anyone in the countryside they also bring the city folk diseases. This makes civilization expansion fundamentally easier.
Inline links: Yangtze Valley is prettier too
Links For June
June 23, 2021 · Original source
More here. Also from the world of pretty great anti-US Chinese cartoons (h/t Steve Hsu):
Inline links: here, Steve Hsu
15: Related: in case you wondered what would make the oppressed people of China rise up in revolt, apparently it’s having their colleges merged with vocational schools in a way that dilutes the value of their degrees.
Inline links: having their colleges merged with vocational schools in a way that dilutes the value of their degrees
Book Review: How Asia Works
June 28, 2021 · Original source
What was the best thing that ever happened? From a very zoomed-out, by-the-numbers perspective, it has to be China's sudden lurch from Third World basketcase to dynamic modern economy. A billion people went from starving peasants to the middle class. In the 1960s, sixty million people died of famine in the Chinese countryside; by the 2010s, that same countryside was criss-crossed with the world's most advanced high-speed rail network, and dotted with high-tech factories.
It was William Hinton, an American Marxist writer conducting research in the 1940s, who produced the classic outsider-insider’s tale of life in a Chinese farming village [in] Shanxi province. Hinton wrote about the mundane realities of death by starvation during the annual ‘spring hunger’ when food reserves ran out, and of the slavery (mostly of girls), landlord violence, domestic violence, usury, endemic mafia-style secret societies and other assorted brutalities that characterised everyday life. One of the most striking aspects was the attention paid to faeces, the key fertiliser. Children and old people constantly scoured public areas for animal droppings. Landlords demanded that day labourers defecate only in their landlords’ privies; out-of-village labourers were preferred by some because they could not skip off to their own toilets.
In the 1920s, when 85 per cent of Chinese people lived in the countryside, life expectancy at birth for rural dwellers was 20-25 years. Three-quarters of farming families had plots of less than one hectare, while perhaps one-tenth of the population owned seven-tenths of the cultivable land. As in Japan, there were few really big landlords, but there was sufficient inequality of land distribution and easily enough population pressure to induce high-rent tenancy and stagnant output.
Highlights From The Comments On "How Asia Works"
July 01, 2021 · Original source
He also has a longer thread discussing Chinese land reform a little further back; click on the starting tweet for more:
Followed by some examples of this working or not working. Alvaro brings up Gulf states, which got very rich without this changing their national IQ much. Somehow people missed bringing up Ireland, which is the best example of a country whose measured IQ changed a lot after it developed.
Inline links: Gulf states, best example
This is something I’ve wondered about before, in an even more disturbing way. How much of US wage stagnation has been that we “exported” our potential wage growth to China (or other developing countries)? Relocating a lot of US factories to China is surely good for Chinese factory workers and bad for US factory workers. Then once China becomes less attractive, those same factories relocate to Vietnam or Ethiopia or somewhere.
Lockdown Effectiveness: Much More Than You Wanted To Know
July 07, 2021 · Original source
If, the moment a country started getting cases, it had instituted an extremely strict lockdown where police shot anyone who left their house, presumably this would have prevented the pandemic (at least for a while) too. Only a few countries (eg China) approached anything like this level of strictness, but at this dictatorial extreme, lockdowns definitely could have worked.
Book Review: Crazy Like Us
July 15, 2021 · Original source
Anyway, according to scientists, America has the highest expressed emotion, Europe and other developed countries are also really high, and developing countries are mostly really low. 67% of Anglo-American families studied qualified as high-expressed-emotion, compared to 48% of Brits, 42% of Chinese, 41% of Mexican-Americans, and 23% of Indians. I am a little boggled by this - my stereotypes say the opposite. EG New England WASPs who never show any emotion at all, stiff-upper-lip Brits and Germans, compared to exuberant Mexicans and extremely high-pressure Asians. I hear woke people talk about how demanding a calm, quiet, low-expressed-emotion environment is white supremacy because only white people care about that kind of thing. But nope, according to Crazy Like Us scientists have determined that white Americans are the highest-expressed-emotion culture in the world. Huh.
Second, there's something weird about which societies have weight problems to begin with. Mid-20th-century America had low rates of overweight and obesity. Around 1970, rates began to grow very quickly; the same happened in other countries with various time delays. I don’t have a graph for Hong Kong, but here’s China:
26
July 27, 2021 · Original source
Dependency ratio is the ratio of non-working age people (eg elders, children) to working-age adults. Higher numbers mean more dependent people and greater economic burden. Right now it’s 50 across most of the world, except in Africa where it’s 80 (Africa has lots of kids!). Metaculus predicts that in 2039, it will have gone up a bit in the US and China, and a lot in Germany. Presumably the US escapes Germany’s fate through immigration. I don’t know why they’re so optimistic about China, but this matches more centralized projections, so probably they are right and I am wrong, maybe because they are starting from a very young base.
Inline links: this matches more centralized projections
Contra Acemoglu On...Oh God, We're Doing This Again, Aren't We?
July 27, 2021 · Original source
On the other hand, what about electricity? I am sure that electricity helps power the Chinese surveillance state. Probably the barbed wire fences on their concentration camps are electrified. Probably they use electric CCTVs to keep track of people, and electronic databases to organize their findings.
Still, a lot of platitudes are wrong, and I don’t think he puts nearly enough work into making his case. The printing press “warped public discourse” and “hampered the function” of the governments of its era. I’m sure the 16th-century Catholic Church would have loved the opportunity to exercise “oversight”, “prevent misuses” and “regulate its effects on the economy and democracy”. Would this have led to a better world? Also, exactly how is “oversight from society and government” going to prevent AI from being used by the Chinese surveillance state? Isn’t the Chinese surveillance state in some sense defined as everything having lots of oversight from society and government? I feel like parts of this may not have been fully thought through.
And of course narrow AI is powering new monitoring technologies used by corporations and governments — as with the surveillance state that Uyghurs live under in China.
When Does Worrying About Things Trade Off Against Worrying About Other Things?
July 28, 2021 · Original source
(6): Instead of worrying about racism against blacks in the US, we should worry about racism against Uighurs in China.
(5) and (6) are kind of in between. They’re a little bit like the police example in (1), but whereas it feels obvious that concern about police brutality and concern about police evidence fabrication are natural allies in decreasing the power/status of the police, the arguments in (5) and (6) feel like less natural allies. I actually don’t think that every unit of effort spent fighting anti-black racism in the US contributes very much to fighting anti-Uighur racism in China or vice versa. But these still ring false to me. Partly it’s that if someone were to seriously assert them, they would justly be accused of “whatabout-ism”. But partly it’s that I can’t imagine even a whataboutist being quite so crude about it.
Inline links: whatabout-ism
Updated Look At Long-Term AI Risks
July 30, 2021 · Original source
5. Bad actors use AI to do something bad: Maybe smarter-than-human AIs are able to invent really good superweapons, or bioweapons, and terrorists use them to destroy the world. Maybe some dictatorship (cough China cough) figures out how to use AI to predict, monitor, and crush dissent at a superhuman level, entrenching itself forever. Maybe billionaires use AI to make lots more money and become a permanent feudal oligarchy in a way which is terrible for everyone else.
Adumbrations Of Aducanumab
August 05, 2021 · Original source
So everyone sat on their defective FDA-approved coronavirus tests, and their excellent high-quality non-FDA approved coronavirus tests that they were banned from using, and didn’t test anyone for coronavirus. Meanwhile, American citizens who had recently visited Wuhan or other COVID hotspots started falling sick and asking their doctors or health departments whether they had COVID. Since the FDA had essentially banned testing, those departments told their citizens that they couldn’t help and they should just use their best judgment. Most of those people went out and interacted and spread the virus, and incidence started growing exponentially. By March 1, China was testing millions of people a week, South Korea had tested 65,000 people, and the USA had done a grand total of 459 coronavirus tests. The pandemic in these three countries went pretty much how you would expect based on those numbers.
Links For August
August 18, 2021 · Original source
13: This month in wacky Chinese propaganda (source):
Inline links: source)
11: Noah Smith on why China is smashing its tech industry (where “tech” means “consumer software”). The two leading theories seem to be “the government is concerned that tech could become an alternate power center and wants to kill it” and “the government thinks it’s better to have a normal industrial economy that manufactures products, instead of whatever sort of app-and-social-network-based monstrosity we seem to be getting here in the US, and it’s gambling that it can prevent this transition without also stopping the beneficial type of techno-economic growth”. The second theory is at least a little sympathetic, but I can’t help but be reminded of some of the discussion of how planned economies are great at catchup growth and terrible at frontier growth because the government can’t pick winners or losers very well without knowing what it’s going for (see eg here and here) - I guess China isn’t very concerned about this.
Inline links: why China is smashing its tech industry, here, here
Whither Tartaria?
September 23, 2021 · Original source
I have tried to be as fair as possible here. The first pair is the formal dress of the highest-status person in China in each time period. The second is an architecturally-celebrated building from Milan in each period (the university won the World Building Of The Year award for the the year it was constructed). The third pair is the receiving room of the mansion of a rich person from each period. For the last pair, I used a famous old public sculpture, and searched for the most-celebrated public sculpture from San Francisco, the nearest big city to where I live. Older art tends to have bright colors, ornate details, realistic representations, technical skill, and be instantly visually appealing to the average person. Newer art tends to be more abstract, require less obvious skill, and have less direct appeal. Although it doesn't fit in meme format, I would carry the analogy to poetry (cf. The Fairie Queene vs. William Carlos Williams) and certain pieces of high status music (cf. Mozart vs. Philip Glass). Obviously these are broad generalizations vulnerable to cherry-picking; I'm mostly relying on your common sense here.
Inline links: won the World Building Of The Year award, the most-celebrated public sculpture
Highlights From The Comments On Modern Architecture
October 04, 2021 · Original source
I think my objection to this is that modern buildings look alike to me on most axes. I understand that one is a pile of weirdly-shaped concrete blocks and another is a pile of differently-weirdly-shaped concrete blocks, and that in some sense those must be totally different architectural problems. But there’s no modern building that looks as different from any other modern building as either looks from a cathedral - let alone more different than a cathedral looks from a Chinese pagoda. If you were really trying to maximize variety, you should have a bunch of buildings that look “modern”, a bunch of buildings that look “traditional”, and a bunch of buildings exploring weird spaces in between or totally different from either. Instead every building looks modern in about the same way.
This reminds me of Athrelon’s claim that first-generation Chinese-American immigrants insist on slavish adherence to all the (seemingly pointless) rules of Chinese culture, second-generation immigrants have the good parts of Chinese culture (driven, intelligent, lawful) without the bad parts, and third-generation immigrants lose the good parts and become indistinguishable from other Americans. Maybe rebellion can be good and productive for one generation, and after that you’re just confused.
[But] it is overstated. This problem was encountered by pretty much every traditional society, and they almost all implemented the obvious answer of sumptuary laws. Wearing yellow clothing in China could get you in serious trouble. Wearing clothes with dragons on them *would* get you in serious trouble. Feudal Ireland had a careful system in which your social status determined the number of different colors you were permitted to wear simultaneously. Etc. etc. etc.
Epistemic Minor Leagues
October 25, 2021 · Original source
This is sort of true. But it needs to acknowledge that even being included in existing systems of knowledge production isn't that great. You become a Biology PhD student, you spend ten years learning about fungal ribosomes, and probably there's still some guy in China who knows more than you and beats you to the one interesting thing about fungal ribosomes left to figure out, plus nobody cares about fungal ribosomes anyway. Meanwhile, the QAnon devotee has discovered five earth-shattering facts about the Lizard Papacy in the last two hours, including previously-unrecognized links to the Kennedys, World War I, and ancient Lemuria.
15
November 15, 2021 · Original source
Suppose you want to know whether America will have a higher GDP than China in 2100. You want to make a real prediction market about it, none of this newfangled “reciprocal scoring” stuff. But nobody will put their money in a prediction market for more than five years at a time, because even if you double your money, 100% return over eighty years is a bad investment.
I think the advantage of iterating it this way is that you can amplify small changes. Suppose that right now, the market thinks there’s a 50% chance that America will beat China in 2100. But I am a great economic analyst who knows things the market doesn’t, which allow me to determine that the real chance is 52%. Leaving money in a market for five years to make 4% return doesn’t sound great. So we could do something like make people bet on whether the 2025 market would be <40%, 40 - 45%, 45-50%, 50-55%, 55-60%, or >60%. This way if you’re even directionally right you can double your money in five years. I bet there are more clever mathematical ways to do this which would give you finer-grained resolution.
Open Thread 200
November 28, 2021 · Original source
3: Comment of the week is Gwern on whether we should consider China “successful”:"
Inline links: Gwern on
This was a big thing with the USSR too: they'd bury us in economic productivity with their stakhanovite New Soviet Men freed from the waste of capitalism (cf. that _Conquest of Bread_ review incidentally). Then it was with Japan, they'd surpass us with their unique Japan Inc. fusion of pseudo-democracy in which one party was always elected and worked hand-in-glove with the zaibatsus (or maybe South Korea, or another Asian Tiger). Then it was China... http://web.archive.org/web/20090302203414/http://web.mit.edu/krugman/www/myth.html You'll note all the countries in question are still below (sometimes vastly) US per capita.
Inline links: http://web.archive.org/web/20090302203414/http://web.mit.edu/krugman/www/myth.html
The conclusion is more "the Industrial Revolution is a helluva drug", and can make any regime look good and get high on its own ideological supply about how it has restarted history and inaugurated the Caliphate or China Dream or Japan as #1 or whatever.
Diseasonality
December 08, 2021 · Original source
Suppose that Arizona, uniquely among places in the world, is more vulnerable to flu in summer than winter. But if all Arizona’s neighbors are flu-free in summer but severely-impacted in winter, they would be more likely to transmit the flu to Arizonans in the winter. Or if all new flu strains originate in China, and China develops a new flu strain in the late autumn, then it will sweep across the immunologically-naive world in winter, and Arizona will get hit just like everywhere else.
On a first pass, this doesn’t really work. The coronavirus seemed seasonal last year, but it was already everywhere, and there were no new strains (last winter was before the variants mattered much). Also, consider Australia. It’s in the Southern Hemisphere, so its winter is northern hemisphere summer. But it gets its flu season during its own winter, not ours. It doesn’t follow China’s timeline, and it doesn’t follow the timeline of travelers who might be bringing in flu cases (I assume most of its inbound travelers come from the Northern Hemisphere).
And it happens once or twice a year. Why? Maybe a new variety comes out of China every year, but that doesn’t explain the occasional twice-yearly spikes in tropical Australia. The article I find most enlightening here is this New York Times piece from summer 2021: Why Everyone Has The Worst Summer Cold Ever. It says that lots of people got bad colds (particularly colds spread by a pathogen called Respiratory Syncitial Virus) in summer 2021, after coronavirus restrictions were loosened. RSV is usually very seasonal and very winter, so presumably there was “built-up” RSV vulnerability that got a chance to break out once COVID restrictions were loosened. The article even says:
Inline links: Why Everyone Has The Worst Summer Cold Ever
Does Georgism Work? Part 1: Is Land Really A Big Deal?
December 09, 2021 · Original source
Anyone who lived through 2008 knows first hand how seemingly abstract real estate investment shenanigans can come smashing into your everyday life and bring the entire world economy to its knees. China in particular is now grappling with many of the same problems.
Inline links: the entire world economy to its knees, is now grappling
Book Review: Which Country Has The World's Best Health Care?
January 19, 2022 · Original source
2: Single Payer With Very Limited Private Insurance is typical of Canada, China, Norway, and Taiwan. The government runs everyone’s insurance. But doctors, hospitals, etc can be independent businesses or nonprofits. They negotiate some kind of payment rate with the national insurance, who reimburses them. This is similar to how Medicare works in the US.
(I’m ignoring China and Taiwan here for two reasons. First, they’re significantly poorer/less developed than the other countries on this list. Second, Taiwan works its doctors incredibly hard - they see about 2-3x as many patients per day as in other countries, for less money, and I’m not sure why they stay in medicine or how they stay sane. Third, China also underpays its doctors, and they compensate by being corrupt and demanding bribes before treating patients. All of these things make it hard to compare them to Western countries.)
Highlights From The Comments On Health Care Systems
January 27, 2022 · Original source
I've lived in the US, China, Australia, Singapore and Spain. I'm really surprised that the book didn't even consider Spain, which has a pretty cheap system, the world's highest life expectancy at birth and, by far, the best health system of all those I've had a first-hand experience with. No need to tell you much about the US, and Australa's system is, in my limited experience, marginally better. Singapore is hyper-expensive and hyper-effective and anyone who includes China in such a comparison must be doing it for the laughs. Very expensive and second-rate at best in big cities, third-worldist for hundreds of millions in the countryside.
Predictions For 2022
February 01, 2022 · Original source
VOX PREDICTIONS 1. Democrats will lose their majorities in the House and Senate (95%): SELL TO 90% 2. Inflation in the US will average under three percent (80%): HOLD 3. Unemployment in the US will fall below four percent by November (80%): SELL to 60% if they mean in November, otherwise hold 4. Supreme Court will overturn Roe v. Wade (65%): SELL to 60% 5. Stephen Breyer will retire from the Supreme Court (55%): N/A 6. Emmanuel Macron will be reelected president of France (65%): HOLD 7. Jair Bolsonaro will be reelected president of Brazil (55%): SELL to 50% 8. Bongbong Marcos will be elected president of the Philippines (55%): BUY to 60% 9. Rebels will not capture Addis Ababa (55%): N/A 10. China will not reopen its borders in the first half of 2022 (80%): BUY to 90% 11. Chinese GDP will continue to grow for the first 3/4 of the year (95%): SELL to 90% 12. 20% of US kids between 0.5 and 5 years old will get at least one COVID vaccine by year's end (65%): HOLD 13. WHO will designate another Variant Of Concern by year's end (75%): HOLD 14. 12 billion COVID shots will be given out globally by 11/2022 (80%): HOLD 15. At least one country will have less than 10% of people vaccinated with two shots by 11/2022 (70%): BUY to 95% 16. A psychedelic drug will be decriminalized/legalized in at least one more US state (75%): HOLD 17. AI will discover a new drug promising enough for clinical trials (85%): HOLD 18. US govt will not renew the ban on funding gain-of-function research (60%): HOLD 19. The Biden administration will set the social cost of carbon at $100/ton or more (70%): HOLD 20. 2022 will be warmer than 2021 (80%): HOLD 21. Kenneth Branagh's Belfast will win Best Picture (55%): SELL to 30% 22. Norway will win the most medals at the 2022 Winter Olympics (60%): HOLD
US/WORLD 1. Biden approval rating (as per 538) is greater than fifty percent: 40% 2. At least $250 million in damage from a single round of mass protests in US: 10% 3. PredictIt thinks Joe Biden is most likely 2024 Dem nominee: 80% 4: …thinks Donald Trump is most likely 2024 GOP nominee: 60% 5. Beijing Olympics happen successfully on schedule: 99% 6. Major flare-up (worse than past 5 years) in Russia/Ukraine conflict: 50% 7. Major flare-up (worse past 10 years) in Israel/Palestine conflict: 5% 8. Major flare-up (worse than in past 50 years) in China/Taiwan conflict: 5% 9. Honduran ZEDEs legally crippled to the point where no reasonable person would invest in them further: 5% 10. New ZEDE approved in Honduras: 30%
COVID 22. Fewer than 10K daily average official COVID cases in US in December 2022: 20% 23. Fewer than 50K daily average COVID cases worldwide in December 2022: 1% 24. >66% US population fully vaccinated (by current standards) against COVID: 70% 25. India's official case count is higher than US: 5% 26. Medical establishment reverses course and officially says any of Vitamin D, HCQ, or ivermectin is actually effective against COVID: 1% 27: FDA approves a COVID indication for fluvoxamine: 60% 28. Some new variant not currently known is greater than 25% of cases: 60% 29. Most people I see in the local grocery store 12/31/22 are wearing masks: 60% 30. Masks still required on domestic flights: 60% 31. CDC recommends that triple-vaxxed people get at least one more vax: 70% 32. China has fewer than 100,000 COVID cases this year (official estimate): 30%
Links For February
February 22, 2022 · Original source
Interested in hearing more about this: was the 2000 - 2017 period really better than previous periods? If so, why? Is it just China, or something else?
Ukraine Warcasting
March 01, 2022 · Original source
There’s a discussion of who in China was right vs. wrong here; I haven’t focused on it since I don’t recognize any of the Chinese people involved, but my takeaway is that the government seemed genuinely wrong. They weren’t just covering for Putin; they were actually taken by surprise.
Inline links: here
Who Gets Self-Determination?
March 30, 2022 · Original source
If my neighborhood declared independence from the US, China could offer to make us all multi-millionaires in exchange for hosting a military base on our territory. Doesn’t the US have the right to try to stop that?
(but doesn’t that imply that Putin has the right to invade Ukraine if he doesn’t like NATO on his borders? And China hasn’t tried putting a base in the Bahamas, probably because the US has soft power and threat-based ways of making sure that doesn’t happen. Wouldn’t it be fairer to make the US use soft power and threat-based ways of controlling my neighborhood, instead of outright annexation?)
Highlights From The Comments On Self-Determination
April 06, 2022 · Original source
I feel the whole assumption there is some list of features that grant a group of people the right to self-determination is kind of a category mistake. Sometimes it will make the world better to let a group of people form a separate country sometimes it won't. The difference between Ukraine and the confederacy is as simple as: the world was better off not letting the confederacy self-determine and worse if Russia stops Ukraine from doing so. It even plausibly depends on who the occupier is and how they treat them (if the Basque region was in China not Spain no question it would be better to allow self-determination...as of now unclear to me as it imposes costs on both sides).
Dictator Book Club: Xi Jinping
April 06, 2022 · Original source
I came to the book with questions like: How did the pre-Xi Chinese government work? How was it different from dictatorship? What safeguards did it have against it? Why hadn’t previous Chinese leaders become dictators? And: How did Xi come to power? How did he defeat those safeguards? Had previous Chinese leaders wanted more power? How come they failed to get it, but Xi succeeded?
Third Revolution barely touched on any of this. It mostly explained Xi’s domestic and foreign policies. Some of this was relevant: a lot of Xi’s policies involve repression to prop up his rule. But none of it answered my key questions. So this is less of a book review than other Dictator Book Club entries. It’s a look through recent Chinese history, with The Third Revolution as a very loose inspiration.
But you could give a similarly convoluted flowchart for America, and it would tell people much less than words like “democracy” or “balance of powers”. What’s the Chinese equivalent?
Biography of Jason Shea, 44th US President
April 13, 2022 · Original source
Take for example the Chinese characters 孔夫子. “Kong Fuzi” is a very literal translation, but means nothing to most English-speakers. “Master Kong” is less literal, and conveys a little more information. “Confucius” is a terrible translation for many technical reasons, but probably the best way to give the English-speaker useful information.
That is, imagine you’re watching some Chinese movie, and some character says “As 孔夫子 says, we need to place virtue over personal gain.”
If you’re totally unfamiliar with Chinese history and culture, translating the characters as “Kong Fuzi” or “Confucius” doesn’t help. It just sounds like a meaningless name. The speaker could be naming their friend, and saying that she’s worried being unvirtuous will disappoint them. Or it could be the dictator, and recommending virtue because the secret police will arrest unvirtuous people. Translating it “Aristotle” succinctly conveys that you should be virtuous because a widely-respected ancient philosopher said so.
22
April 18, 2022 · Original source
3: Will cumulative reported deaths from COVID-19 in China exceed 50,000 by the end of 2022?
Inline links: Will cumulative reported deaths from COVID-19 in China exceed 50,000 by the end of 2022?
Highlights From The Comments On Xi Jinping
April 28, 2022 · Original source
Communist leaderships choose their leaders for ideological reasons. You're reducing it to cynical power politics. But this isn't how the the Soviet premier got or the Chinese paramount leader gets selected. They're selected for being good Communists, effectively for outstanding achievements in Communism, combined with pragmatic political considerations. Xi didn't subvert the system. Like Deng Xiaopeng before him he rode a wave, of which he was an intellectual proponent, that it was time for a strong leader to fundamentally reform the government. The fact Xi centralized power was not a surprise. It was what his mandate was. He wrote theoretical papers that basically boil down to, "We need to end term limits and have a strong, central leader for Marxist-Leninist reasons." And then he did that. The key moment was not his removal of term limits but the adoption of his Marxist theories into the formal ideology of the CCP.
Numerous Chinese scholars (these are only relevant when they are aping western or dissident adjacent narratives, no wonder blind spots are so large) have mentioned for nearly a decade now that Xi is this powerful because the Party collectively after internal deliberations decided it. Party is Supreme, Xi on his own is nothing but a figurehead. A medium to get the rest of the structure where it is supposed (relatively, acceptably) to be.
The internal debate (NPC isn't the only place Chinese Party members talk to each other, which is obvious) was settled by the late 2000s and the consensus was, in keeping with Chinese socio-cultural-political legacies in challenging times to have a strong leader/core to safeguard the Party's future.
Every Bay Area House Party
May 04, 2022 · Original source
“Oh yeah. You look at history, and once every two hundred, three hundred years they get their act together, form a big confederation, and invade either China, the West, or both. It’s like clockwork. 400 AD, you get the Huns. 700, the Magyars. 1000, the first Turks start moving west. 1200, Genghis Khan, killed 10% of the world population. 1400, Tamerlane, killed another 5%. 1650, the Ming-Qing transition in China, also killed 5%. We’re more than 50 years overdue at this point.”
In Partial, Grudging Defense Of The Hearing Voices Movement
May 25, 2022 · Original source
A friend read an article once about someone who moved to China for several years to learn to cook rare varieties of tofu. She became insanely jealous; she doesn’t especially like China or tofu, but she felt that if she’d done something like that, she could bank enough quirkiness points that she’d never have to cultivate another hobby again.
And on one level it’s definitely true that mankind will not be free until the last admissions officer is strangled with the entrails of the last New York Times journalist. But in another sense, we do this to ourselves. We demand quirkiness from our friends, our romantic partners, even our family members. I can’t tell you how many times my mother tried to convince me it was bad that I just sat inside and read all day, and that maybe if I took up rock-climbing or whatever I would be more “well-rounded”. We can stop at any time. We can admit that you don’t need a “personality” beyond being responsible and compassionate. That if you’re good at your job and support your friends, you don’t also need to move to China and study rare varieties of tofu.
Your Book Review: The Castrato
June 03, 2022 · Original source
Before turning from the past to the present and future, a brief word should be said about the wider history of eunuchs. The Castrati were not unique simply because of their eunuch status; what made them unique was the fact that they formed a special caste of individuals who were systematically produced for purely artistic purposes over a period of three centuries. That some of the castrati came to also serve as trusted members of royal courts was actually par for the course. Since the dawn of civilization, eunuchs have served rulers from across the world (notably in the Assyrian, Byzantine, and Ottoman empires, and in various Chinese dynasties) in a variety of roles—domestic servants, cuckold-free harem guards, advisors, and spies (there was some historical basis for Varys, the eunuch spymaster from Game of Thrones). Eunuchs were preferred for these roles for obvious reasons: it was presumed that they could be trusted to a greater degree than non-eunuch males and females as they would be less interested in seizing dynastic power (no offspring to which they could pass on their rule) and less power hungry in general (and their lack of family ties meant it was easier to kill or exile them without retribution). History doesn’t offer a clear verdict on whether or not the presumption of greater trustworthiness was warranted, but examples of eunuchs who were decidedly not trustworthy—because they usurped the rulers who employed them—are not hard to find. This was a particularly common theme in Chinese history where eunuchs served emperors, and sometimes became emperors themselves (Liu Jin and Wei Zhongxian), for over 2000 years, from the Qin dynasty (200s BC) up until the abdication of the last Qing emperor in 1912 (Sun Yaoting, the last imperial eunuch, died in 1996).
Inline links: eunuchs, Varys, common theme in Chinese history, Liu Jin, Wei Zhongxian
Henri Cartier-Bresson - Eunuch of the Imperial Court of the Last Dynasty, Peking, China, December, 1948 (source). The number of eunuchs in Imperial employ fell to 470 by 1912, when the practice of using them ceased (wikipedia). Lessons and Speculations I know this is a very rare thing from historians (professionals or complete amateurs like myself) and you’ll probably be shocked to hear this, but I think there are some valuable lessons to be learned from the history of the castrati and eunuchs more generally. I’ll try to keep it brief as I know this review has dragged on long enough, but frankly after all this work I feel I’ve earned the right to share a few of my own thoughts and (wild) speculations.
Inline links: source, wikipedia, https://substackcdn.com/image/fetch/$s_!vJ1v!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fa6fc0906-9c33-4c8a-b2b1-dcff0fab8838_578x828.png
Your Book Review: The Future Of Fusion Energy
June 17, 2022 · Original source
Figure 8: Construction at ITER as of May 2021. ITER We can now answer some of our earlier questions. The reason why progress has stalled is because we did as much as we could do on medium experiments. No country has been willing to provide enough money to build its own large experiment. So the fusion community has been gathering money from all around the world for decades for a single project [13]. ITER is supported by Europe (EU + UK + Switzerland), the US (which withdrew in 1999 and rejoined in 2003 [14]), Russia, Japan, China, South Korea, and India. Figure 9: There are three people in this diagram. Can you find them? ITER is designed to get Q=10. Despite getting 10 times as much energy from fusion as we put into the plasma, ITER is not designed to get engineering breakeven. ITER is designed as an experiment, not as a power plant. There will be tons of measuring devices pointed inwards. There are four different ways to heat the plasma and drive the current. This all allows you to learn more, but it requires extra power and lowers the overall plant efficiency. ITER will be followed by a demonstration power plant, named DEMO [15]. A fully optimized power plant should be able to reach engineering breakeven as long as Q>5. This is why I chose Q=5 as my criterion for ‘getting fusion’. ITER is also testing multiple designs for the tritium breeding blanket. Tritium is expensive and radioactive, so you want to produce it on site. The D-T fusion reaction produces a neutron, which we want to absorb, so we can use it to produce tritium. ‘Breeding' is when we use a neutron to produce a more useful isotope. It is a ‘blanket' because it surrounds the entire plasma, keeping the neutrons from going anywhere else. The best reaction to produce tritium involves lithium-6: 36Li +01n 24He +13T . This reaction also releases energy, which increases the power produced by about 25%. The tritium breeding blanket needs to make this reaction occur as much as possible, to efficiently carry the heat away so it can be used to generate electricity, and to provide a way to extract the tritium produced. ITER is scheduled to begin their first experiments in 2025. Part of why I think that we are about to make rapid progress again is because we are finally getting a large experiment. There have been problems with ITER staying on schedule and under budget. This isn't surprising for a collaboration between governments representing over half the world's population. In 2014, ITER got a new director, recalculated its expected cost, and underwent a major restructuring. Since then, ITER has largely stuck to this schedule and budget. Recently, there has been a 6 month delay because the French nuclear agency did what nuclear regulatory agencies do best, but this has been the longest delay since 2014. It is still possible for ITER to fail. The biggest risk involves disruptions. Sometimes, the plasma in a tokamak becomes unstable and all of the plasma hits the wall at once. This could melt some extremely expensive equipment and take years to repair. If ITER cannot get disruptions under control, then it would be a failed experiment. This is especially challenging because pushing for higher Q makes disruptions more likely. ITER is planning on being extremely cautious: Experiments begin in 2025, but it won't operate at full capacity until 2035. ITER has been the focus of the fusion community now for decades. The Future of Fusion Energy similarly makes ITER the centerpiece of the book. Things. Have. Changed. ITER by itself is not enough to justify the high level of confidence I express at the start. When Parisi & Ball finished writing this book in April 2018, ITER was basically the only game in town. Since then, Things. Have. Changed. Historically, private fusion companies were almost entirely jokes or frauds. They make outlandish claims, use completely different designs so they can't build on the progress of Figure 3, and they can be safely ignored. For example, Lockheed Martin [16] claims that it will take them five years to build a prototype of a fusion power plant that will fit in a truck. They have yet to publish evidence that they have produced a fully ionized plasma. Maybe they're just being secretive, but their design has solid components in the plasma. That won't work. A new generation of private companies have surged into fusion. Leading the charge is Commonwealth Fusion Systems and their tokamak SPARC [17]. Recent advances in high temperature superconductors have been a game changer. They can produce a much stronger magnetic field which allows for better confinement in a smaller experiment. We should now be able to get Q=10 in a medium experiment, which costs ten times less than ITER [18] and is within the reach of private venture capital. Figure 10: Finding the person here is much easier. When the Department of Energy decided to close the third largest plasma experiment in the US, the MIT group which ran it found itself adrift. They founded Commonwealth Fusion Systems in 2018 with a goal of getting fusion within 10 years [19]. Since then, they have built the first ever high temperature superconducting coil in 2019, released their engineering plans for SPARC in 2020, began construction in 2021, and plan on finishing construction in 2025. Commonwealth Fusion had just been founded when Parisi & Ball wrote in 2018. Now they're leading the race to fusion. Several other startups are following SPARC's strategy of using stronger magnetic fields to get fusion in a smaller experiment. They use a variety of designs. Alternative Designs To understand how the alternative designs are different, we need to make sure we understand the basic strategy for getting fusion in a tokamak. Let's run through it again: (A) We want to get lots of fusion reactions … … so we want a large triple product (density * temperature * confinement time). (B) The fusion plasma is too hot to touch solid objects … … so we put it in a magnetic bottle shaped like a doughnut. (C) The particles drift outwards, leaving the bottle … … so we twist the magnetic field with a current in the plasma. I will start with the alternatives that are most similar to a tokamak. For each one, I will list the best experiments that currently exist, where they're located, and the year they began operation. Tokamaks have been better researched than any other strategy. There are currently 10 medium tokamaks: T-10 (Russia, 1975)
Inline links: https://substackcdn.com/image/fetch/$s_!RLSc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F4d89bbdd-da25-4297-afd6-871f116f2355_1600x783.jpeg, https://substackcdn.com/image/fetch/$s_!n_7L!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F80bdc472-0b30-4841-8b08-9527c70f16f4_820x369.jpeg
HL-2A (China, 2002)
EAST (China, 2006)
Book Review: San Fransicko
June 23, 2022 · Original source
The very big spike at the end might be a change in reporting by one or two stores - you can find the argument here. But it does look like shoplifting went from about 125 incidents/month in the early 2010s to more like 250/month just before the pandemic. Why is this graph so different from the other one? It looks like the top one came from the Department of Justice, and the bottom one came from SFPD. I’m not sure why these report differently. When you multiply out by 800K people in SF, by 12 months/year, and 30ish days/month, the first graph corresponds to 4 shoplifting incidents per day, and the second to 6. As LouB’s analysis here points out, that seems suspiciously low for a city of 800,000 people where stores are constantly closing because of shoplifting. Maybe off by a factor of a few hundred from what we’d expect. LouB writes: The SFPD report only references shoplifting offenses that required SFPD officers to prepare an incident report. That means either the shoplifter fought security, committed additional crimes, or stole more than $950 worth of items. It’s not that SFPD’s report is erroneous, it’s just not a representative statistic. In a parallel statistic, SFPD only completes incident reports for traffic accidents when there is an injury. Therefore, thousands of noninjury accidents are handled civilly without SFPD reports the same way thousands of shoplifting offenses are handled without reports. An insurance company would not determine premium rates based solely on SFPD incident reports, nor should readers interpret SFPD shoplifting reports as anywhere near the total picture of the shoplifting epidemic in San Francisco. (this would also explain why one or two stores changing their reporting policy can produce a spike equal to everyone else in San Francisco combined) But comparing incident reports from 2010 to incident reports from 2020 should still be apples-to-apples, unless the likelihood of reporting any given incident changed in the meantime. Did it? This news article quotes a San Franciscan who says that when they try to report shoplifting incidents, the cops tell them not to because “it doesn’t make a difference”. If cops say that now more often than they used to, it would make all these statistics meaningless. (Applied Divinity Studies claims to have an argument that shows this can’t be true. It goes something like: if San Francisco was a better place to shoplift than its neighbors - eg Oakland - then shoplifters would leave Oakland to go to San Francisco, and we would see Oakland shoplifting rates falling. Oakland shoplifting rates are falling, but no more so than the rest of the state, so there can’t be increased tolerance for shoplifting in San Francisco. I find this dubious for many reasons. First of all, many of the same reasons shoplifting is up in San Francisco - like Prop 47 or soft-on-crime progressive policies - also apply to Oakland. Second, given that shoplifting fell massively everywhere because of the pandemic, it feels dubious to try to compare different cities; maybe one city had stricter pandemic lockdowns than others. Third, do criminals really shop around for friendly jurisdictions? If so, why are so many crimes like car break-ins, concentrated in “the bad part of town”? Why wouldn’t criminals leave the bad part of town for under-exploited areas with richer residents and less competition? Maybe criminals in fact aren’t very strategic or mobile? Maybe they don’t want to stand in the BART station and then take a half-hour train ride holding a bag of stolen goods?) Maybe a better argument against this being true is how stable the shoplifting rates have been over time. Wouldn’t it be weird if (let’s say) a tripling of the real shoplifting rates was matched by a third-ing of the reporting rates (rather than a halving or a quartering or whatever)? On the other hand, here’s Shellenberger with some helpful data: Some of this is probably because of Proposition 47, which made some forms of shoplifting punishable with citation rather than arrest (but wouldn’t that be a clear discontinuity rather than a gradual trend?) But overall it sure seems like shoplifting is being taken less seriously, which might encourage people to report less. Another statistic I see is that only 2.3% of shoplifting cases result in an arrest; I don’t know how this is different from the graph above with numbers in the 30s; maybe it involves different levels of what makes something a “case”. I accept that the data don’t consistently show a spike in shoplifting. But what’s the alternative? My patient who works in loss prevention in SF stores is lying to me? The nice elderly Chinese man who sold me my last pair of glasses and chatted to me about the rampant shoplifting in his mall was lying? The San Francisco police are lying? Walgreens pretends to be concerned about shoplifting as part of a dastardly plot to close a bunch of stores for no reason? Target and CVS pretend to care about shoplifting as part of a plot to restrict their stores’ opening hours for no reason? Every big store near me has suddenly gotten a security guard at the front as part of some corporate-sponsored jobs program? Maybe the conservative narrative that soft-on-crime San Francisco must be experiencing rising crime rates took on a life of its own. Maybe it infiltrated not just the usual suspects like the SF police unions, but even such supposedly-liberal bastions as the New York Times. Maybe lots of big corporations took advantage of the fake narrative to make unpopular business decisions they were planning on making anyway. And maybe ordinary San Franciscans, confronted with everyone telling them they were in a shoplifting epidemic, started paying more attention to security guards and petty criminals who had always been there, a sort of mass hallucination that gripped everyone in the city. I can’t rule this out. Americans thought crime was rising all throughout the early 2000s, when it was in fact way down. Or maybe some statistics that we already know are off by several orders of magnitude got off by an additional factor of two or so. I think this one is more likely, but I’m genuinely not sure. Other Crime From the Economist: The Center on Juvenile And Criminal Justice puts it even more starkly, arguing that “San Francisco’s ‘Crime Wave’ Is Just One Crime”: This are potentially susceptible to the same reporting bias as shoplifting. So what about homicide? Homicide is practically always reported and investigated, making it a gold standard in crime measurement. (source) Looks pretty good until 2019. I don’t expect to gain useful information post-2020; the pandemic and the post-George-Floyd murder surge will make it impossible to evaluate for local variation. What about compared to other places? For some reason this top 20 table fails to list Washington DC, which should be just before Atlanta. SF doesn’t make the top 20, although its neighbor Oakland does. Probably most murder variation in US cities is explained by percent African-American and maybe percent Borderer; with relatively few people in these groups SF was never in the running. I’m not sure if some abstracted version of the city with all demographic factors adjusted away would have an unusually high murder rate, but at that point it would be pretty distant from any interesting real-world question. You can see the leaderboard for other types of crime here; San Francisco is often in the top ten, but never the top three. As far as I can tell, San Francisco has seen a big spike in car breakins over the past few years, with no clear trend for other property crime, violent crime, or homicides. It’s not an outlier among American cities in any kind of crime. Conclusion of this section: San Fransicko’s specific claims are basically correct, but suggest a medium-term rise in SF crime which is mostly contradicted by the data. These show stable-to-decreasing murder, stable-to-decreasing violent and property crimes other than car break-ins, and large rises in car break-ins only. The data also show stable-to-decreasing shoplifting, but I’m not sure how much to trust them vs. common sense. Honestly, I’m pretty confused here and not sure what to think. Claim 7: Jim Jones (Of Kool-Aid Cult Fame) Used To Be The Chairman Of SF’s Housing Authority Okay, this isn’t really a statistical claim that I can research different perspectives on. Still, it’s so wacky that I couldn’t resist mentioning it in this review. Jim Jones, famous for killing everyone in his Guyana-based Jonestown cult with poisoned Kool-Aid, used to be the SF government’s top guy on homelessness. Shellenberger writes: Jones married and moved first to Northern California and then to San Francisco with his wife to start a church. He called it the People’s Temple. Jones believed he was the leader of a socialist revolution. He warned of nuclear war and claimed black people would be put in concentration camps. He became a hugely charismatic preacher among African Americans, the disaffiliated poor, and young transplants to the city looking for community. Scenes from the era show a remarkably large and diverse congregation smiling and singing. The People’s Temple grew and provided services. Jones cultivated two progressive San Francisco politicians, George Moscone and Willie Brown, and mobilized people to volunteer for their campaigns […] His son and a San Francisco historian believe he stole the mayoral election for Moscone in 1975. Historian David Talbot, founder of the progressive website Salon, points to evidence that Jones committed sufficient voter fraud to account for Moscone’s narrow 4,443-vote margin of victory. “We loaded up all thirteen of our buses with maybe seventy people on each bus, and we had those buses rolling nonstop up and down the coast into San Francisco the day before the election,” said Jones Jr. “Could we have been the force that tipped the election to Moscone? Absolutely! Slam dunk. He only won by four thousand votes.” When federal investigators looked into fraud claims three years later, they discovered that all of the records were missing from the city of San Francisco’s registrar of voters. Jones also boasted of providing Moscone with black women from his congregation for sex. One time Moscone, drunk and “accompanied by a young black woman whom the politician had kindly agreed to drive home,” crashed into another car. Another time, Moscone and Willie Brown “were with a black woman in an alley at two in the morning at some restaurant in North Beach,” said a local bar owner. State legislator “John Burton was part of that gang too. They were all using marijuana and cocaine.” Said Jones Jr., Moscone would “always be there at temple parties with a cocktail in his hand and doing some ass grabbing.” A Temple member overheard Jones speaking to Moscone the day after one of those parties saying, “I want to let you know that the young lady you went off with is underage,” adding, “Now don’t worry, Mayor, we’ll take care of you—because we know that you’ll take care of us.” Afterward, Moscone made Jones the chairman of the powerful San Francisco Housing Commission. Jones cultivated progressives with money and favors. He made large donations to the ACLU, the NAACP, and United Farm Workers. Jones and Moscone met privately with vice presidential candidate Walter Mondale on a campaign plane a few days before the 1976 presidential election, and Mondale praised People’s Temple shortly afterward. Jones met with First Lady Rosalynn Carter several times. Governor Jerry Brown praised Jones. Glide Memorial Church’s Rev. Cecil Williams loved Jones. There is a photo from 1977 of a smiling Williams awarding Jones the church’s “Martin Luther King, Jr. Award.” Jones used his perch as chairman of the Housing Commission to fight for housing for the poor. He tried to use eminent domain to acquire the International Hotel, a single resident occupancy hotel. After a court sided with the hotel’s owner, Jones mobilized seven thousand protesters to picket it. By mid-January 1977, the situation had become heated. There were rumors that protesters inside the building were armed with guns and Molotov cocktails. Jones lost the legal battle in 1977, and the tenants were evicted. But the drama was a publicity victory for Jones, which burnished his image as a white savior. A conservative member of the Board of Supervisors who was defeated in the mayoral election by Moscone accused the new mayor, the San Francisco Chronicle, and the rest of the city establishment of being blind to Jones’s extremism. “There’s no radical plot in San Francisco,” insisted Moscone, in response. “There’s no one I’ve appointed to any city position whom I regard as radical or extremist.” Willie Brown, a powerful state legislator from 1964 to 1995 before becoming mayor in 1996, “seemed oblivious to Jones’ hucksterism and demagoguery,” notes a historian. Brown was master of ceremonies at a dinner for Jones in the fall of 1976 attended by an adulatory crowd of the rich and powerful, including Governor Jerry Brown. “Let me present to you a combination of Martin King, Angela Davis, Albert Einstein . . . Chairman Mao,” he said, to loud applause. And yet Jones was contemptuous of Brown even as Brown did Jones more and more favors. Jones mocked Brown for his designer suits, sports cars, and women. Once, while Brown was addressing the congregation and Jones was seated onstage behind him, Jones flipped his middle finger up to mock him. San Francisco’s establishment stood by Jones even after a California magazine, New West, owned by Rupert Murdoch, published an exposé of Jones’s beatings of Temple members and financial abuses in August 1977. The article was written by a San Francisco Chronicle reporter and was meant for the Chronicle to publish. But the newspaper killed the story because it didn’t want to alienate Jones, whom it viewed as central to its plans to expand the Chronicle’s circulation in the heavily African American Fillmore District. Jones also managed to avoid investigation and prosecution in part by getting the district attorney to hire as deputy district attorney Jones’s longtime attorney and confidant. Progressives defended Jones against the New West article. At a rally in the summer of 1977, Willie Brown said, “When somebody like Jim Jones comes on the scene, that absolutely scares the hell out of most everybody occupying positions of power in the system.” Angela Davis sent a radio message broadcast over the cult’s compound, Jonestown, in Guyana. “I know you’re in a very difficult situation right now,” she said, “and there is a very profound conspiracy designed to destroy the contributions which you have made to the struggle.” After visiting Jonestown, the attorney to the Black Panthers said, “I have seen paradise.” Harvey Milk, too, was tarnished by his association with Jones. In the fall of 1977, Milk wrote to President Carter’s secretary of health, education, and welfare requesting that Social Security checks be sent to elderly Temple members in Guyana. “People’s Temple,” wrote Milk, has “established a beautiful retirement community in Guyana.” In truth, the cult was disintegrating. Jones separated families and lovers, pitted relatives against each other, and forced neighbors to inform on each other. Jones sent people who violated the rules to solitary confinement in “the Box,” an underground cubicle where people were held as prisoners for days on end. Others were drugged. Progressives who had spent thirty years fighting to close prisons and mental hospitals found themselves praising a man who had reproduced their worst practices. In November 1978 a Bay Area congressman flew to Guyana to investigate human rights violations at Jonestown with NBC News. Jones gave the delegation a formal reception at Jonestown. A Temple member surreptitiously passed a note to one of the delegation members, saying he and another member wanted to escape. They fled the next day after a Temple member tried to stab the congressman. Jones didn’t prevent them from leaving but then sent gunmen to fire machine guns at the delegation at the airport, killing the congressman and four others. A few hours later, 907 inhabitants of Jonestown drank Flavor Aid laced with cyanide and died. Two-thirds of the victims were African American and one-third were children. Jones had told them that if they didn’t drink it they would be killed by invading soldiers from a shadowy global military conspiracy intent on imposing fascism and torturing children. As people started crying in grief, Jones scolded them. “Stop these hysterics,” he said. “This is not the way for people who are socialists or communists to die.” Jones’s wife protested the murder of children and had to be forcibly restrained. “We didn’t commit suicide,” said Jones in a tape recording, “we committed an act of revolutionary suicide protesting the conditions of an inhumane world.” Few were as stained by Jonestown as Willie Brown and George Moscone. “Even as the bloated bodies of the dead were removed from the jungle and the wounded were airlifted by the U.S. Air Force to hospitals in the United States,” wrote a historian, “Brown said he had ‘no regrets’ over his association with Jones.” They repeatedly disavowed responsibility. Said Moscone, “it’s clear that if there was a sinister plan, then we were taken in. But I’m not taking any responsibility. It’s not mine to shoulder.” This is Shellenberger at his best: telling us crazy stories from the recesses of San Francisco history, maybe kind of spinning the narration in a way that makes all progressives seem guilty by association, but with the tale itself so gripping that it’s hard to be mad. And Jones wasn’t alone. This was the golden age of San Francisco cults, when (Shellenberger tells us) “more than half of all high school students in the San Francisco Bay Area reported at least one recruiting attempt by a cult member, and 40 percent reported at least three contacts.” This chapter of SF history came to an end in 1978, when Dan White, who had just resigned from San Francisco’s Board Of Supervisors (ie City Council) entered City Hall through a window and assassinated Mayor Moscone and fellow Supervisor Harvey Milk, then successfully got charges reduced to manslaughter through a legal manuever that has gone down in history as “the Twinkie Defense” (realistically the defense was that he was depressed, but reporters seized on a comment that implied it was because he ate too many Twinkies). Everything about 1970s San Francisco was like this. With the Mayor and his right-hand-man both dead, San Francisco leadership ended up in the hands of previously second-tier politician Dianne Feinstein. Feinstein was what passed for a moderate in 1970s SF (which meant she had been targeted for assassination by various left-wing groups - she survived when a bomb left on her windowsill failed to explode). In Shellenberger’s telling, she managed to clean up some of the mess and restore a semblance of normalcy. San Francisco never forgave her. Moscone - voting fraud committer, underage sex enjoyer, and Jim Jones’ bff - is beloved as a martyr in today’s SF, but (the book points out) Feinstein is so loathed that in 2021 the Board of Education voted to rename Dianne Feinstein Elementary School. The Moscone Center is 2 million square feet and can fit about 10,000 people. Not to be confused with the Moscone Recreation Center, Moscone Station, or Moscone Elementary School. Meanwhile, all Dianne Feinstein got was one lousy elementary school and the Tithonus package of eternal life without eternal youth. Claim 8: The Intolerant Left Shuts Down Debate On These Issues Another one that’s probably hard to do a randomized controlled trial on. You could probably predict that this one was coming - it’s a necessary narrative beat in this genre of book. I think this beat is good. My impression is that people who aren’t themselves public figures disagreeing with left-wing ideas still don’t understand how scary it is and how much hate you get. Maybe now that 2/3s of every political essay written over the past five years is about this topic, people will finally get it through their thick skulls that it exists and is bad. I would also note that “traumatizing the sorts of people who write popular books about politics, in a such a way that they feel compelled as a sort of self-therapy to write page after page telling readers how angry they should be at you and your whole coalition” isn’t great political praxis. I would like people to figure this out and stop doing it. Anyway, Shellenberger is doing his part in this effort: In 2001, the San Francisco Coalition on Homelessness wheat-pasted posters of a fake front-page San Francisco Chronicle across town. Just beneath the masthead a large headline read “Fuck the Homeless!” right above a picture of San Francisco mayor Willie Brown laughing. Below his photo was the headline “Save the Tourists.” Progressives level the same charges at people thirty years later. “Because of some of the stuff I say,” said a community activist in Seattle’s historically black Capitol Hill neighborhood, “people say, ‘Oh, she’s not for them.’ But I have a heart for homeless and mentally ill. Most of my family works with the mentally ill.” Noted a Chronicle journalist in 2017, “Inevitably, homeless advocates and others will say, ‘You’re not compassionate,’” in response to stories about homeless encampments. “They called me a racist,” said Tom. “They accused me, a guy who used to be homeless, of demonizing the homeless, because I’m asking for accountability.” I found myself similarly accused. In 2019, after I published an article for Forbes about the homeless crisis, a progressive homeless activist accused me on Twitter of having written my article to “make money off of a fear tactic” of “fueling hatred [and] even increasing violence against homeless people.” After I asked the former San Francisco supervisor for the Tenderloin neighborhood, former mayoral candidate Jane Kim, how such a progressive city ended up with so much suffering, she said, “My concern, Michael, just to be very honest, is that when that kind of messaging goes out, violence against people who are unhoused goes up.” […] I soon discovered in my research that I was hardly the first person that progressive elected officials and homelessness advocates had accused of fomenting violence against unhoused people. Many others had been criticized for far worse over the years, including San Francisco’s highest elected officials. “The criticism [by progressive homelessness advocates] was heavy, political and personal,” wrote former mayor Willie Brown in his 2008 memoir. “People accused me of abandoning the problem when I was working daily to try and get a solution going. It was brutal. . . . I had become demonized, and my own efforts belittled.” It is notable that the result of such personal attacks is to frighten off people seeking to change, and perhaps improve, the situation. “The problem” of homelessness, concluded Mayor Brown within nine months of entering office, “may not be solvable.” And [Quoting Chris Rufo]. “The chief of psychiatry in a public hospital system in one of the largest California cities told me, ‘I know for a fact, and all of my colleagues know, that what we actually need to deal with the problem in the biggest cities in California is long-term residential secure psychiatric care. But I can’t say that publicly because I would be disemboweled by the activist left. My job would be in jeopardy. My reputation would be in jeopardy. My whole life would get turned upside down for even broaching the subject of expanding secure mental health facilities and compulsory mental health treatment.’ And I said, ‘So what’s the solution?’ and this person said, ‘We muddle through.’” And: In San Francisco, radical left activists protested [African-American] Mayor London Breed in front of her home. Breed said the protesters were “all white people. But that didn’t bother me as much as the taunting of me coming outside with firework torches in their hands looking like what used to happen when the KKK would show up to black people’s houses to burn their houses down.” While I was reading the book, I came across this tweet, which suggests that being unimpressed with SF’s lefty homeless activist scene is not limited to Michael Shellenberger: Claim 9: European Cities Like Amsterdam Successfully Solved Their Own Drug And Homelessness Problems By Doing The Opposite Of SF Shellenberger bases his plan to solve these problems on ideas that he says were pioneered in Amsterdam and spread to other European cities. In the 1980s, Amsterdam had the kinds of problems San Francisco deals with now: open-air drug markets, overdose deaths, homelessness, and crime. But in the 90s, they admitted they had a problem and took decisive action: What’s the secret?” I asked him. “Amsterdam has decriminalized marijuana and many other drugs but I haven’t seen any homeless. What is San Francisco doing wrong?” Rene said that in the 1980s, the Zeedijk neighborhood in Amsterdam was a lot like the Tenderloin [the worst part of San Francisco] today. There was open-air drug use, particularly of heroin, and needles strewn about, as well as crime. People started to flee the neighborhood, worsening its slum conditions. Homeless people squatted in abandoned buildings. “We had ghettos where it was not safe to go,” said Rene, who started working in the neighborhood as a nurse in 1985. It was considered a “no go” zone. “We had a lot of people from abroad who came to Amsterdam because our heroin was so good. But our heroin was so good that they died from it.” At first the city tried a “helping approach” exclusively, offering addicts clean needles, methadone, and other forms of help without any law enforcement, but it didn’t work. “In the eighties we just wanted to help people,” said Rene. “We started with methadone programs and medical treatment. We did a lot of work without much of a carrot and a stick. It was really a disappointment. They just used the methadone to stay addicted. They dealt drugs and committed other crimes. They lied and cheated about it. We were just supporting a different kind of market. We had to learn the hard way [...] The Amsterdam City Council asked the Amsterdam Municipal Health Service to develop a strategy to deal with “unmotivated drug users”...The police broke up the open-air drug scene and health workers were on hand to offer methadone, treatment, and shelter. The police broke up gatherings of more than four or five users, but did not treat personal and private use as a crime. Officers ticketed violators, and if users did not pay their fines, which was frequent, the courts ordered arrests, and sentenced individuals to follow a treatment plan or face incarceration. “For every individual homeless person, we make a plan,” said Rene. “We made tens of thousands of those plans.” Plans are overseen by a caseworker and a team that may include a psychiatrist, shelter provider, service provider, judge, employer, parole officer, and police officer. “You need people in the police and health department working together,” he said. What Amsterdam did was the same as other major European cities. Lisbon, Frankfurt, Vienna, and Zurich all dealt with their open-air drug markets, using a combination of law enforcement and social services. Crucially, Amsterdam and other European cities prevented services from being concentrated in a single neighborhood, since their concentration often enables an open-air drug scene to thrive [...] The efforts worked. “We had several thousand people who were addicted to heroin in the eighties and nineties,” said Rene. “Many died. Today we have four or five hundred people addicted to methadone. And we have about 120 in Amsterdam who we supply heroin to on a medical basis because methadone doesn’t work for them. They have to use heroin.” The Amsterdam strategy goes something like: Break up open-air drug markets and anywhere that more than 4-5 drug users are congregating. Yes, people can just use their drugs in private, but this is legitimately better. Open-air markets normalize drugs with their blatantness, and make it hard to quit for the same reason it’s hard to diet if your partner leaves boxes of donuts out in the house every day.
Inline links: here, LouB’s analysis here, This news article, only 2.3% of shoplifting cases result in an arrest, New York Times, the Economist, https://substackcdn.com/image/fetch/$s_!58I3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc63dc7bc-1f8e-49fd-9c68-61c85278d69e_608x662.png, San Francisco’s ‘Crime Wave’ Is Just One Crime, https://substackcdn.com/image/fetch/$s_!h17s!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F956c0917-2a9b-4ff7-a08e-6aee5030583a_590x376.png, https://substackcdn.com/image/fetch/$s_!TkFS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F5c5faa01-ac22-48a2-96fe-47efb6f52514_616x334.png, source, https://substackcdn.com/image/fetch/$s_!Bg2w!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F18e49c63-16ba-4878-96e6-aec12d7c5953_481x667.png, percent African-American, percent Borderer, here, the Twinkie Defense, https://substackcdn.com/image/fetch/$s_!8wK3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F683b9754-f663-47ad-88f5-aa99bc208ec8_1401x622.jpeg, https://twitter.com/weheartprez/status/1526983899309432832
They say “opiate”, but AFAICT these numbers are actually about all drugs. But the proponents link to the updated 2020 version of the same website, which all of a sudden does have data from 2001 and before. I don’t know why EMCDDA can’t make up its mind, but I think the Australians are wrong and the original graph is fine. On the other hand, does it really matter? Both of these show drug deaths decreasing until 2005, then going up and down a bit, then going back up again starting in 2011. I think a reasonable interpretation would be that decriminalization in Portugal did decrease overdose deaths a bit, and then they started rising again from that low baseline around the same time other European countries saw rising overdose deaths. I would also accept “these are pretty small effects and we shouldn’t ascribe any significance to them”. But San Fransicko’s claim - that overdose deaths increased after the reform - seems false. The only way I can see justifying it is taking the second graph - the one that wrongly claims there is no pre-2002 data - and then attributing the fact that twelve years after the reform lowered deaths, deaths finally rose above the pre-reform level to be the fault of the reform. This is like saying “people claim the Black Plague killed a lot of Europeans, but the European population actually rose after the Plague”, which is true in the sense that it was above its pre-Plague max by like 1600 or whatever. What about overall drug use? Here I recommend A Resounding Success Or Disastrous Failure: Re-examining The Interpretation Of Evidence On The Portuguese Decriminalisation Of Illicit Drugs, which is on exactly this topic of how people keep selectively quoting results from Portugal to prove their point. It argues that drug use is inherently hard to measure. There are four different Portuguese datasets for the time at issue, lots of different drugs, lots of different age/gender combinations, and lots of different ways of measuring drugs (did you use drugs in the past month? the past year? your lifetime?) It’s easy to tell a story of how past-month cocaine use skyrocketed among 14-29 year old males according to X source, or how lifetime marijuana use fell in high school-age women according to Y. The main trick that opponents use is measuring lifetime drug use. Portugal is a very conservative country; drug use is pretty new and most of the older generation wasn’t involved. So as time goes on and more and more people try drugs but “un-trying” drugs isn’t a thing, the percent of the population who have tried drugs inevitably goes up. This definitely happened but isn’t a fair reflection of any specific reform. The authors find that in the past decade or so, there has been a bit more short-term experimentation with drugs, but less long-run use. They conclude: As shown in Figure 2, general population (aged 15–64) trends for recent and current drug use in Portugal indicate minimal if any changes between 2001 and 2007. Instead, rates of discontinuation of drug use (the proportion of the population that reported ever having used a drug but opting not to in recent years) increased, which reinforces that just as in the school populations, the growth in lifetime-reported use reflected predominantly short-term experimental use. Increases in recent and current drug use were more notable in some cohorts, particularly those aged 25 to 34 (albeit, with a maximum of 7% of any one cohort reporting recent use, absolute levels remained low). But as shown in Figure 3, recent and current drug use declined among those aged 15–24, the population who were most at risk of initiation and long-term engagement. The available evidence thus gives grounds for arguing that while there was some growth in the scale of drug use in post-reform Portugal, there was an overall positive net benefit for the Portuguese community. What about San Fransicko’s main point - that as the US has wound down the War on Drugs, drug overdose rates have sextupled? I think this is mostly not causal. I think the sextupling of overdoses is a combination of expansion in prescription opioid use, various forms of social decay making people less happy and therefore more likely to use drugs, and “improvements” in drug “technology” and the “supply chain” (eg production of fentanyl in China). I don’t know of any source that attempts to tease out the exact contribution of all of these things, but I would note that overdose deaths have risen the most in very conservative Midwestern states that haven’t walked back the drug war as much as California. Conclusion: As usual, I appreciate San Fransicko’s corrections to the prevailing narrative, but its own additions are dubious. Its claim that Portugal saw increased drug-related deaths seems false as far as I can tell. Its claim that it saw increased drug use depends on your definition, but is misleading and not the most natural way to sum up the evidence. Claim 6: San Francisco’s Soft-On-Crime Policies Led To Rising Crime Ten years ago, the news was full of stories about how some teenager stole a gumdrop and was sentenced to nine hundred billion years in jail. At some point, there was a genre shift to stories about how some hardened criminal murdered fifty people with an axe and the judge let him go with a warning because having jails felt racist. Source: Ed West, do note that this example is from the UK How suspicious should we be of each type of story? There will always be an extreme right tail of overly harsh sentences, and an extreme left tail of overly lenient ones. Were the 2000s really as draconian as they felt? Is the modern era really as pathetic? Or is it all just a function of who you read and what agenda they’re pushing? Shellenberger: During California governor Jerry Brown’s time in office, voters passed several reforms aimed at reducing the size of the prison population. In 2012, voters passed a change to the Three Strikes law so that the third strike imposes a life sentence only if the new felony was serious or violent. In addition to lowering punishments for drug possession, Proposition 47, which voters passed in 2014, redefined shoplifting, forgery, petty theft, and receiving stolen property as misdemeanors when the value in question does not exceed $950. In 2016, voters approved a proposition that shortened the time it took for some nonviolent offenders to be eligible for parole and which released nonviolent offenders into drug treatment and rehabilitation. Property crimes rose in San Francisco starting in 2012. Larceny, which is shoplifting and other petty theft, rose 50 percent, from roughly 3,000 incidents per 100,000 people in 2011 to about 4,500 in 2019. Property crimes as a whole, which include larceny, motor vehicle theft, and burglary, rose from 4,000 incidents per 100,000 people in 2011 to 5,500 in 2019. One study suggests that Proposition 47 increased the rate of auto theft 17 percent and the rate of larceny (non-auto property) theft 9 percent, but discerning between causation and correlation may not be possible. Upon taking office in January 2020, [famously soft-on-crime San Francisco district attorney Chesa] Boudin followed through on his campaign promises. Instead of prosecuting and incarcerating people for breaking car windows to steal money and other items from inside, Boudin proposed creating a $1.5 million fund to reimburse car owners. But there were over 25,000 car break-ins reported in 2019. If every break-in cost just $250 in repairs, the fund would need four times that amount. And what would prevent people from falsely claiming to have been robbed in order to get city money? […] Boudin opposed efforts by the mayor and the city attorney to prevent drug dealers who had already been arrested from entering the Tenderloin. “Until the city is serious about treating addiction and the root causes of drug use and selling,” said Boudin in a statement, “these recycled, punishment-focused approaches are unlikely to succeed at doing anything more than making headlines.” Home burglaries rose in early 2021 in San Francisco. Homeowners started posting on Twitter videos from their security cameras of people breaking into homes and garages. “When I first moved here we had a car break-in problem,” said Michael Solana, a writer who works for a venture capital fund. “Now we have a home invasion problem. These things are wearing on people.” Boudin attributed the rise of burglaries in San Francisco to the decline of tourism and “people in desperate economic circumstances.” Progressive supervisor Hillary Ronen agreed. “We know that [economic insecurity and inequality] is one of the root causes of property crimes specifically,” she said. But Tom Wolf and others argued that the robberies were, like the shoplifting, done by people seeking money to buy drugs and feed their addictions. “The drugstores have been shoplifted to death and that’s all because of drug use,” said Tom. “I know. I used to do the same thing when I was out there. That’s what you do. You ‘boost.’ And then you go and you sell your stuff down at UN Plaza,” an open-air drug scene. In a May 2021 city supervisors’ meeting, a representative from CVS called San Francisco “the epicenter of organized retail crime in the country” and claimed that 85 percent of the shoplifting is committed by organized theft rings. Police broke up one such ring in October 2020 and recovered $8 million of stolen merchandise. The problem goes beyond property crime. Boudin declined to prosecute two men who went on to kill people. One man had been repeatedly arrested for stealing cars, despite having just been released from prison earlier in the year, and appeared to be abusing meth. On New Year’s Eve, 2020, the man killed two people while driving intoxicated. Police found inside of his car a semiautomatic handgun and twenty-three grams of methamphetamine. On February 4, another intoxicated driver killed a pedestrian in a stolen car. The San Francisco police had arrested him in October 2020 for possessing a stolen car, a tool for stealing cars, and what appeared to be meth. Boudin chose not to pursue charges. In December, the California Highway Patrol arrested the man again for driving a stolen vehicle under the influence. Again he was not prosecuted. The accident victim, an immigrant from Kenya, and his wife had moved to San Francisco two weeks before the fatal crash. “I blame the DA,” said the widow of the victim. The suspect, she said, “was someone who was out in the public who shouldn’t have been in the public. It was completely avoidable.” Tom said he could feel the difference on the streets. “Drug dealing is unabated and it’s not one guy, it’s fifty guys dealing fentanyl and meth,” he said. “And it’s going unabated because the district attorney says, ‘These are the nonviolent, quality-of-life crimes,’ and ‘I’m not going to prosecute them.’” [..] District Attorney Boudin was offering weaker sentences than even defense attorneys were requesting, according to Vicki Westbrook of San Francisco. “There’s a defense attorney who said, ‘It used to be that I would argue for this deal in court with the DA but now I don’t say anything because the DA is going to offer me a deal better than what I would have suggested. Somebody shot up the street with an automatic weapon. The first offer was six months in jail or time served plus two years of probation or something. And then [the DA] said, “How about thirty days in jail?”’” Vicki laughed. “You really can do anything in San Francisco,” she said. “If you do get arrested, chances are you’re going to be out of jail in less than thirty days for damn near everything except maybe killing somebody and maybe even then, too. It’s hard to say at this point.” Taking each of these points individually: Proposition 47 There are two good big studies on the effects of Prop 47, one by Public Policy Institute and one by some UCI criminologists. The PPI study finds that the proposition increased theft and car break-ins by about 10%. The UCI study finds the same, but notes that under different assumptions the effects wouldn’t quite obtain statistical significance. This seems a bit too much like post hoc trying to get rid of an inconvenient effect, plus an effect on the border of statistical significance is different from positively finding no effect. I think a reasonable interpretation is that theft and car break-ins rose about 10% because of the proposition, just as Shellenberger says. Some pro-47 sites note that most states have some limit on how much you to have to shoplift before it’s a felony, and Prop 47 brought California closer to the national average, rather than turning it into an outlier. Chesa Boudin Chesa Boudin took office two months before the COVID pandemic began. Any attempt to separate the effect of Chesa Boudin from the effect of the pandemic is doomed. Shoplifting definitely plummeted when Boudin took office, but that’s because all the stores were closed. Murders definitely rose a little after Boudin took office, but that’s because that was also when the Black Lives Matter protests happened, which demoralized police and led to a so-far-permanent spike in murders nationwide. Percent of criminals caught definitely fell when Boudin took office, but that’s because various aspects of the justice system were closed for COVID (I will grudgingly entertain speculation that a further decrease in arrest rates from 2020 to 2021 may have been a genuine Boudin effect). In the absence of any real way to judge his performance, I think San Fransicko’s points about Boudin are plausible, though speculative. Shoplifting This one is terrible. There’s a surprisingly spirited debate here (some of you may have already read Applied Divinity Studies’ article). The debate is: everyone on the ground in San Francisco - store owners, security guards, customers, random citizens - say that shoplifting has increased massively over the past decade. But statistics mostly say it hasn’t. Source here. This is shoplifting crimes per 100,000 people. Kern County is a deep red county in California (including Bakersfield) that is known for being tough on crime. Against this, seriously, everyone says that shoplifting has obviously increased. I had a patient who worked in shoplifting prevention, he told me - his psychiatrist! Who he had no reason to lie to! - that he was constantly stressed dealing with the shoplifting surge devastating the stores he covered. Here’s the San Francisco subreddit’s response to someone posting the data showing shoplifting hasn’t risen - it’s just a lot of people laughing hysterically. What’s going on? I was able to find a different set of statistics that does seem to show a longer-term increase in shoplifting (source): The very big spike at the end might be a change in reporting by one or two stores - you can find the argument here. But it does look like shoplifting went from about 125 incidents/month in the early 2010s to more like 250/month just before the pandemic. Why is this graph so different from the other one? It looks like the top one came from the Department of Justice, and the bottom one came from SFPD. I’m not sure why these report differently. When you multiply out by 800K people in SF, by 12 months/year, and 30ish days/month, the first graph corresponds to 4 shoplifting incidents per day, and the second to 6. As LouB’s analysis here points out, that seems suspiciously low for a city of 800,000 people where stores are constantly closing because of shoplifting. Maybe off by a factor of a few hundred from what we’d expect. LouB writes: The SFPD report only references shoplifting offenses that required SFPD officers to prepare an incident report. That means either the shoplifter fought security, committed additional crimes, or stole more than $950 worth of items. It’s not that SFPD’s report is erroneous, it’s just not a representative statistic. In a parallel statistic, SFPD only completes incident reports for traffic accidents when there is an injury. Therefore, thousands of noninjury accidents are handled civilly without SFPD reports the same way thousands of shoplifting offenses are handled without reports. An insurance company would not determine premium rates based solely on SFPD incident reports, nor should readers interpret SFPD shoplifting reports as anywhere near the total picture of the shoplifting epidemic in San Francisco. (this would also explain why one or two stores changing their reporting policy can produce a spike equal to everyone else in San Francisco combined) But comparing incident reports from 2010 to incident reports from 2020 should still be apples-to-apples, unless the likelihood of reporting any given incident changed in the meantime. Did it? This news article quotes a San Franciscan who says that when they try to report shoplifting incidents, the cops tell them not to because “it doesn’t make a difference”. If cops say that now more often than they used to, it would make all these statistics meaningless. (Applied Divinity Studies claims to have an argument that shows this can’t be true. It goes something like: if San Francisco was a better place to shoplift than its neighbors - eg Oakland - then shoplifters would leave Oakland to go to San Francisco, and we would see Oakland shoplifting rates falling. Oakland shoplifting rates are falling, but no more so than the rest of the state, so there can’t be increased tolerance for shoplifting in San Francisco. I find this dubious for many reasons. First of all, many of the same reasons shoplifting is up in San Francisco - like Prop 47 or soft-on-crime progressive policies - also apply to Oakland. Second, given that shoplifting fell massively everywhere because of the pandemic, it feels dubious to try to compare different cities; maybe one city had stricter pandemic lockdowns than others. Third, do criminals really shop around for friendly jurisdictions? If so, why are so many crimes like car break-ins, concentrated in “the bad part of town”? Why wouldn’t criminals leave the bad part of town for under-exploited areas with richer residents and less competition? Maybe criminals in fact aren’t very strategic or mobile? Maybe they don’t want to stand in the BART station and then take a half-hour train ride holding a bag of stolen goods?) Maybe a better argument against this being true is how stable the shoplifting rates have been over time. Wouldn’t it be weird if (let’s say) a tripling of the real shoplifting rates was matched by a third-ing of the reporting rates (rather than a halving or a quartering or whatever)? On the other hand, here’s Shellenberger with some helpful data: Some of this is probably because of Proposition 47, which made some forms of shoplifting punishable with citation rather than arrest (but wouldn’t that be a clear discontinuity rather than a gradual trend?) But overall it sure seems like shoplifting is being taken less seriously, which might encourage people to report less. Another statistic I see is that only 2.3% of shoplifting cases result in an arrest; I don’t know how this is different from the graph above with numbers in the 30s; maybe it involves different levels of what makes something a “case”. I accept that the data don’t consistently show a spike in shoplifting. But what’s the alternative? My patient who works in loss prevention in SF stores is lying to me? The nice elderly Chinese man who sold me my last pair of glasses and chatted to me about the rampant shoplifting in his mall was lying? The San Francisco police are lying? Walgreens pretends to be concerned about shoplifting as part of a dastardly plot to close a bunch of stores for no reason? Target and CVS pretend to care about shoplifting as part of a plot to restrict their stores’ opening hours for no reason? Every big store near me has suddenly gotten a security guard at the front as part of some corporate-sponsored jobs program? Maybe the conservative narrative that soft-on-crime San Francisco must be experiencing rising crime rates took on a life of its own. Maybe it infiltrated not just the usual suspects like the SF police unions, but even such supposedly-liberal bastions as the New York Times. Maybe lots of big corporations took advantage of the fake narrative to make unpopular business decisions they were planning on making anyway. And maybe ordinary San Franciscans, confronted with everyone telling them they were in a shoplifting epidemic, started paying more attention to security guards and petty criminals who had always been there, a sort of mass hallucination that gripped everyone in the city. I can’t rule this out. Americans thought crime was rising all throughout the early 2000s, when it was in fact way down. Or maybe some statistics that we already know are off by several orders of magnitude got off by an additional factor of two or so. I think this one is more likely, but I’m genuinely not sure. Other Crime From the Economist: The Center on Juvenile And Criminal Justice puts it even more starkly, arguing that “San Francisco’s ‘Crime Wave’ Is Just One Crime”: This are potentially susceptible to the same reporting bias as shoplifting. So what about homicide? Homicide is practically always reported and investigated, making it a gold standard in crime measurement. (source) Looks pretty good until 2019. I don’t expect to gain useful information post-2020; the pandemic and the post-George-Floyd murder surge will make it impossible to evaluate for local variation. What about compared to other places? For some reason this top 20 table fails to list Washington DC, which should be just before Atlanta. SF doesn’t make the top 20, although its neighbor Oakland does. Probably most murder variation in US cities is explained by percent African-American and maybe percent Borderer; with relatively few people in these groups SF was never in the running. I’m not sure if some abstracted version of the city with all demographic factors adjusted away would have an unusually high murder rate, but at that point it would be pretty distant from any interesting real-world question. You can see the leaderboard for other types of crime here; San Francisco is often in the top ten, but never the top three. As far as I can tell, San Francisco has seen a big spike in car breakins over the past few years, with no clear trend for other property crime, violent crime, or homicides. It’s not an outlier among American cities in any kind of crime. Conclusion of this section: San Fransicko’s specific claims are basically correct, but suggest a medium-term rise in SF crime which is mostly contradicted by the data. These show stable-to-decreasing murder, stable-to-decreasing violent and property crimes other than car break-ins, and large rises in car break-ins only. The data also show stable-to-decreasing shoplifting, but I’m not sure how much to trust them vs. common sense. Honestly, I’m pretty confused here and not sure what to think. Claim 7: Jim Jones (Of Kool-Aid Cult Fame) Used To Be The Chairman Of SF’s Housing Authority Okay, this isn’t really a statistical claim that I can research different perspectives on. Still, it’s so wacky that I couldn’t resist mentioning it in this review. Jim Jones, famous for killing everyone in his Guyana-based Jonestown cult with poisoned Kool-Aid, used to be the SF government’s top guy on homelessness. Shellenberger writes: Jones married and moved first to Northern California and then to San Francisco with his wife to start a church. He called it the People’s Temple. Jones believed he was the leader of a socialist revolution. He warned of nuclear war and claimed black people would be put in concentration camps. He became a hugely charismatic preacher among African Americans, the disaffiliated poor, and young transplants to the city looking for community. Scenes from the era show a remarkably large and diverse congregation smiling and singing. The People’s Temple grew and provided services. Jones cultivated two progressive San Francisco politicians, George Moscone and Willie Brown, and mobilized people to volunteer for their campaigns […] His son and a San Francisco historian believe he stole the mayoral election for Moscone in 1975. Historian David Talbot, founder of the progressive website Salon, points to evidence that Jones committed sufficient voter fraud to account for Moscone’s narrow 4,443-vote margin of victory. “We loaded up all thirteen of our buses with maybe seventy people on each bus, and we had those buses rolling nonstop up and down the coast into San Francisco the day before the election,” said Jones Jr. “Could we have been the force that tipped the election to Moscone? Absolutely! Slam dunk. He only won by four thousand votes.” When federal investigators looked into fraud claims three years later, they discovered that all of the records were missing from the city of San Francisco’s registrar of voters. Jones also boasted of providing Moscone with black women from his congregation for sex. One time Moscone, drunk and “accompanied by a young black woman whom the politician had kindly agreed to drive home,” crashed into another car. Another time, Moscone and Willie Brown “were with a black woman in an alley at two in the morning at some restaurant in North Beach,” said a local bar owner. State legislator “John Burton was part of that gang too. They were all using marijuana and cocaine.” Said Jones Jr., Moscone would “always be there at temple parties with a cocktail in his hand and doing some ass grabbing.” A Temple member overheard Jones speaking to Moscone the day after one of those parties saying, “I want to let you know that the young lady you went off with is underage,” adding, “Now don’t worry, Mayor, we’ll take care of you—because we know that you’ll take care of us.” Afterward, Moscone made Jones the chairman of the powerful San Francisco Housing Commission. Jones cultivated progressives with money and favors. He made large donations to the ACLU, the NAACP, and United Farm Workers. Jones and Moscone met privately with vice presidential candidate Walter Mondale on a campaign plane a few days before the 1976 presidential election, and Mondale praised People’s Temple shortly afterward. Jones met with First Lady Rosalynn Carter several times. Governor Jerry Brown praised Jones. Glide Memorial Church’s Rev. Cecil Williams loved Jones. There is a photo from 1977 of a smiling Williams awarding Jones the church’s “Martin Luther King, Jr. Award.” Jones used his perch as chairman of the Housing Commission to fight for housing for the poor. He tried to use eminent domain to acquire the International Hotel, a single resident occupancy hotel. After a court sided with the hotel’s owner, Jones mobilized seven thousand protesters to picket it. By mid-January 1977, the situation had become heated. There were rumors that protesters inside the building were armed with guns and Molotov cocktails. Jones lost the legal battle in 1977, and the tenants were evicted. But the drama was a publicity victory for Jones, which burnished his image as a white savior. A conservative member of the Board of Supervisors who was defeated in the mayoral election by Moscone accused the new mayor, the San Francisco Chronicle, and the rest of the city establishment of being blind to Jones’s extremism. “There’s no radical plot in San Francisco,” insisted Moscone, in response. “There’s no one I’ve appointed to any city position whom I regard as radical or extremist.” Willie Brown, a powerful state legislator from 1964 to 1995 before becoming mayor in 1996, “seemed oblivious to Jones’ hucksterism and demagoguery,” notes a historian. Brown was master of ceremonies at a dinner for Jones in the fall of 1976 attended by an adulatory crowd of the rich and powerful, including Governor Jerry Brown. “Let me present to you a combination of Martin King, Angela Davis, Albert Einstein . . . Chairman Mao,” he said, to loud applause. And yet Jones was contemptuous of Brown even as Brown did Jones more and more favors. Jones mocked Brown for his designer suits, sports cars, and women. Once, while Brown was addressing the congregation and Jones was seated onstage behind him, Jones flipped his middle finger up to mock him. San Francisco’s establishment stood by Jones even after a California magazine, New West, owned by Rupert Murdoch, published an exposé of Jones’s beatings of Temple members and financial abuses in August 1977. The article was written by a San Francisco Chronicle reporter and was meant for the Chronicle to publish. But the newspaper killed the story because it didn’t want to alienate Jones, whom it viewed as central to its plans to expand the Chronicle’s circulation in the heavily African American Fillmore District. Jones also managed to avoid investigation and prosecution in part by getting the district attorney to hire as deputy district attorney Jones’s longtime attorney and confidant. Progressives defended Jones against the New West article. At a rally in the summer of 1977, Willie Brown said, “When somebody like Jim Jones comes on the scene, that absolutely scares the hell out of most everybody occupying positions of power in the system.” Angela Davis sent a radio message broadcast over the cult’s compound, Jonestown, in Guyana. “I know you’re in a very difficult situation right now,” she said, “and there is a very profound conspiracy designed to destroy the contributions which you have made to the struggle.” After visiting Jonestown, the attorney to the Black Panthers said, “I have seen paradise.” Harvey Milk, too, was tarnished by his association with Jones. In the fall of 1977, Milk wrote to President Carter’s secretary of health, education, and welfare requesting that Social Security checks be sent to elderly Temple members in Guyana. “People’s Temple,” wrote Milk, has “established a beautiful retirement community in Guyana.” In truth, the cult was disintegrating. Jones separated families and lovers, pitted relatives against each other, and forced neighbors to inform on each other. Jones sent people who violated the rules to solitary confinement in “the Box,” an underground cubicle where people were held as prisoners for days on end. Others were drugged. Progressives who had spent thirty years fighting to close prisons and mental hospitals found themselves praising a man who had reproduced their worst practices. In November 1978 a Bay Area congressman flew to Guyana to investigate human rights violations at Jonestown with NBC News. Jones gave the delegation a formal reception at Jonestown. A Temple member surreptitiously passed a note to one of the delegation members, saying he and another member wanted to escape. They fled the next day after a Temple member tried to stab the congressman. Jones didn’t prevent them from leaving but then sent gunmen to fire machine guns at the delegation at the airport, killing the congressman and four others. A few hours later, 907 inhabitants of Jonestown drank Flavor Aid laced with cyanide and died. Two-thirds of the victims were African American and one-third were children. Jones had told them that if they didn’t drink it they would be killed by invading soldiers from a shadowy global military conspiracy intent on imposing fascism and torturing children. As people started crying in grief, Jones scolded them. “Stop these hysterics,” he said. “This is not the way for people who are socialists or communists to die.” Jones’s wife protested the murder of children and had to be forcibly restrained. “We didn’t commit suicide,” said Jones in a tape recording, “we committed an act of revolutionary suicide protesting the conditions of an inhumane world.” Few were as stained by Jonestown as Willie Brown and George Moscone. “Even as the bloated bodies of the dead were removed from the jungle and the wounded were airlifted by the U.S. Air Force to hospitals in the United States,” wrote a historian, “Brown said he had ‘no regrets’ over his association with Jones.” They repeatedly disavowed responsibility. Said Moscone, “it’s clear that if there was a sinister plan, then we were taken in. But I’m not taking any responsibility. It’s not mine to shoulder.” This is Shellenberger at his best: telling us crazy stories from the recesses of San Francisco history, maybe kind of spinning the narration in a way that makes all progressives seem guilty by association, but with the tale itself so gripping that it’s hard to be mad. And Jones wasn’t alone. This was the golden age of San Francisco cults, when (Shellenberger tells us) “more than half of all high school students in the San Francisco Bay Area reported at least one recruiting attempt by a cult member, and 40 percent reported at least three contacts.” This chapter of SF history came to an end in 1978, when Dan White, who had just resigned from San Francisco’s Board Of Supervisors (ie City Council) entered City Hall through a window and assassinated Mayor Moscone and fellow Supervisor Harvey Milk, then successfully got charges reduced to manslaughter through a legal manuever that has gone down in history as “the Twinkie Defense” (realistically the defense was that he was depressed, but reporters seized on a comment that implied it was because he ate too many Twinkies). Everything about 1970s San Francisco was like this. With the Mayor and his right-hand-man both dead, San Francisco leadership ended up in the hands of previously second-tier politician Dianne Feinstein. Feinstein was what passed for a moderate in 1970s SF (which meant she had been targeted for assassination by various left-wing groups - she survived when a bomb left on her windowsill failed to explode). In Shellenberger’s telling, she managed to clean up some of the mess and restore a semblance of normalcy. San Francisco never forgave her. Moscone - voting fraud committer, underage sex enjoyer, and Jim Jones’ bff - is beloved as a martyr in today’s SF, but (the book points out) Feinstein is so loathed that in 2021 the Board of Education voted to rename Dianne Feinstein Elementary School. The Moscone Center is 2 million square feet and can fit about 10,000 people. Not to be confused with the Moscone Recreation Center, Moscone Station, or Moscone Elementary School. Meanwhile, all Dianne Feinstein got was one lousy elementary school and the Tithonus package of eternal life without eternal youth. Claim 8: The Intolerant Left Shuts Down Debate On These Issues Another one that’s probably hard to do a randomized controlled trial on. You could probably predict that this one was coming - it’s a necessary narrative beat in this genre of book. I think this beat is good. My impression is that people who aren’t themselves public figures disagreeing with left-wing ideas still don’t understand how scary it is and how much hate you get. Maybe now that 2/3s of every political essay written over the past five years is about this topic, people will finally get it through their thick skulls that it exists and is bad. I would also note that “traumatizing the sorts of people who write popular books about politics, in a such a way that they feel compelled as a sort of self-therapy to write page after page telling readers how angry they should be at you and your whole coalition” isn’t great political praxis. I would like people to figure this out and stop doing it. Anyway, Shellenberger is doing his part in this effort: In 2001, the San Francisco Coalition on Homelessness wheat-pasted posters of a fake front-page San Francisco Chronicle across town. Just beneath the masthead a large headline read “Fuck the Homeless!” right above a picture of San Francisco mayor Willie Brown laughing. Below his photo was the headline “Save the Tourists.” Progressives level the same charges at people thirty years later. “Because of some of the stuff I say,” said a community activist in Seattle’s historically black Capitol Hill neighborhood, “people say, ‘Oh, she’s not for them.’ But I have a heart for homeless and mentally ill. Most of my family works with the mentally ill.” Noted a Chronicle journalist in 2017, “Inevitably, homeless advocates and others will say, ‘You’re not compassionate,’” in response to stories about homeless encampments. “They called me a racist,” said Tom. “They accused me, a guy who used to be homeless, of demonizing the homeless, because I’m asking for accountability.” I found myself similarly accused. In 2019, after I published an article for Forbes about the homeless crisis, a progressive homeless activist accused me on Twitter of having written my article to “make money off of a fear tactic” of “fueling hatred [and] even increasing violence against homeless people.” After I asked the former San Francisco supervisor for the Tenderloin neighborhood, former mayoral candidate Jane Kim, how such a progressive city ended up with so much suffering, she said, “My concern, Michael, just to be very honest, is that when that kind of messaging goes out, violence against people who are unhoused goes up.” […] I soon discovered in my research that I was hardly the first person that progressive elected officials and homelessness advocates had accused of fomenting violence against unhoused people. Many others had been criticized for far worse over the years, including San Francisco’s highest elected officials. “The criticism [by progressive homelessness advocates] was heavy, political and personal,” wrote former mayor Willie Brown in his 2008 memoir. “People accused me of abandoning the problem when I was working daily to try and get a solution going. It was brutal. . . . I had become demonized, and my own efforts belittled.” It is notable that the result of such personal attacks is to frighten off people seeking to change, and perhaps improve, the situation. “The problem” of homelessness, concluded Mayor Brown within nine months of entering office, “may not be solvable.” And [Quoting Chris Rufo]. “The chief of psychiatry in a public hospital system in one of the largest California cities told me, ‘I know for a fact, and all of my colleagues know, that what we actually need to deal with the problem in the biggest cities in California is long-term residential secure psychiatric care. But I can’t say that publicly because I would be disemboweled by the activist left. My job would be in jeopardy. My reputation would be in jeopardy. My whole life would get turned upside down for even broaching the subject of expanding secure mental health facilities and compulsory mental health treatment.’ And I said, ‘So what’s the solution?’ and this person said, ‘We muddle through.’” And: In San Francisco, radical left activists protested [African-American] Mayor London Breed in front of her home. Breed said the protesters were “all white people. But that didn’t bother me as much as the taunting of me coming outside with firework torches in their hands looking like what used to happen when the KKK would show up to black people’s houses to burn their houses down.” While I was reading the book, I came across this tweet, which suggests that being unimpressed with SF’s lefty homeless activist scene is not limited to Michael Shellenberger: Claim 9: European Cities Like Amsterdam Successfully Solved Their Own Drug And Homelessness Problems By Doing The Opposite Of SF Shellenberger bases his plan to solve these problems on ideas that he says were pioneered in Amsterdam and spread to other European cities. In the 1980s, Amsterdam had the kinds of problems San Francisco deals with now: open-air drug markets, overdose deaths, homelessness, and crime. But in the 90s, they admitted they had a problem and took decisive action: What’s the secret?” I asked him. “Amsterdam has decriminalized marijuana and many other drugs but I haven’t seen any homeless. What is San Francisco doing wrong?” Rene said that in the 1980s, the Zeedijk neighborhood in Amsterdam was a lot like the Tenderloin [the worst part of San Francisco] today. There was open-air drug use, particularly of heroin, and needles strewn about, as well as crime. People started to flee the neighborhood, worsening its slum conditions. Homeless people squatted in abandoned buildings. “We had ghettos where it was not safe to go,” said Rene, who started working in the neighborhood as a nurse in 1985. It was considered a “no go” zone. “We had a lot of people from abroad who came to Amsterdam because our heroin was so good. But our heroin was so good that they died from it.” At first the city tried a “helping approach” exclusively, offering addicts clean needles, methadone, and other forms of help without any law enforcement, but it didn’t work. “In the eighties we just wanted to help people,” said Rene. “We started with methadone programs and medical treatment. We did a lot of work without much of a carrot and a stick. It was really a disappointment. They just used the methadone to stay addicted. They dealt drugs and committed other crimes. They lied and cheated about it. We were just supporting a different kind of market. We had to learn the hard way [...] The Amsterdam City Council asked the Amsterdam Municipal Health Service to develop a strategy to deal with “unmotivated drug users”...The police broke up the open-air drug scene and health workers were on hand to offer methadone, treatment, and shelter. The police broke up gatherings of more than four or five users, but did not treat personal and private use as a crime. Officers ticketed violators, and if users did not pay their fines, which was frequent, the courts ordered arrests, and sentenced individuals to follow a treatment plan or face incarceration. “For every individual homeless person, we make a plan,” said Rene. “We made tens of thousands of those plans.” Plans are overseen by a caseworker and a team that may include a psychiatrist, shelter provider, service provider, judge, employer, parole officer, and police officer. “You need people in the police and health department working together,” he said. What Amsterdam did was the same as other major European cities. Lisbon, Frankfurt, Vienna, and Zurich all dealt with their open-air drug markets, using a combination of law enforcement and social services. Crucially, Amsterdam and other European cities prevented services from being concentrated in a single neighborhood, since their concentration often enables an open-air drug scene to thrive [...] The efforts worked. “We had several thousand people who were addicted to heroin in the eighties and nineties,” said Rene. “Many died. Today we have four or five hundred people addicted to methadone. And we have about 120 in Amsterdam who we supply heroin to on a medical basis because methadone doesn’t work for them. They have to use heroin.” The Amsterdam strategy goes something like: Break up open-air drug markets and anywhere that more than 4-5 drug users are congregating. Yes, people can just use their drugs in private, but this is legitimately better. Open-air markets normalize drugs with their blatantness, and make it hard to quit for the same reason it’s hard to diet if your partner leaves boxes of donuts out in the house every day.
Inline links: the updated 2020 version, A Resounding Success Or Disastrous Failure: Re-examining The Interpretation Of Evidence On The Portuguese Decriminalisation Of Illicit Drugs, https://substackcdn.com/image/fetch/$s_!VvrE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F2341944a-388d-4da9-9788-8474567b83fc_540x737.png, Ed West, Public Policy Institute, UCI criminologists, Applied Divinity Studies’ article, https://substackcdn.com/image/fetch/$s_!aTNC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fa27aeb21-ed87-4e67-b82c-b3ceecee7082_500x238.png, here, Here’s the San Francisco subreddit’s response, https://substackcdn.com/image/fetch/$s_!_NL6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf7dc478-45d3-487d-8c29-8bc7cdf182dd_2400x1500.png, LouB’s analysis here, This news article, only 2.3% of shoplifting cases result in an arrest, New York Times, the Economist, https://substackcdn.com/image/fetch/$s_!58I3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc63dc7bc-1f8e-49fd-9c68-61c85278d69e_608x662.png, San Francisco’s ‘Crime Wave’ Is Just One Crime, https://substackcdn.com/image/fetch/$s_!h17s!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F956c0917-2a9b-4ff7-a08e-6aee5030583a_590x376.png, https://substackcdn.com/image/fetch/$s_!TkFS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F5c5faa01-ac22-48a2-96fe-47efb6f52514_616x334.png, source, https://substackcdn.com/image/fetch/$s_!Bg2w!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F18e49c63-16ba-4878-96e6-aec12d7c5953_481x667.png, percent African-American, percent Borderer, here, the Twinkie Defense, https://substackcdn.com/image/fetch/$s_!8wK3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F683b9754-f663-47ad-88f5-aa99bc208ec8_1401x622.jpeg, https://twitter.com/weheartprez/status/1526983899309432832
Your Book Review: Public Choice Theory And The Illusion Of Grand Strategy
June 24, 2022 · Original source
Yugoslavia Humanitarian Intervention (1995, 1999): UNSC sanctioned NATO’s intervention against ethnic Serbs’ massacre of ethnic Bosnians in Srebrenica and Sarajevo in 1995, but not the so-called “illegal but legitimate” 1999 bombing of Kosovo to stop the Serbs’ ethnic cleansing of Bosnians as NATO would have been vetoed by Russia and China.
The War in Iraq (2003-2011): China, Russia, France, and Germany all opposed the invasion of Iraq and overthrow of the Saddam regime that was sold as a ‘preemptive war’, turns out there were no WMD and the supposed connection between Saddam Hussein and al-Qaeda was nonexistent.
The bombing of Librya (2011): a newly passed UNSC resolution allowed NATO to enforce a no-fly zone against al-Gadhaffi’s government “to protect civilians”, but did not sanction the no-fly zone intended for regime change, nor the subsequent airstrike that led to the capture and killling of al-Gadhaffi by rebels Indeed, the idea of some wars being “illegal” seems odd enough, but the fact that no country on earth violates the most fundamental tenets of international norms so flagrantly and often as the United States means that IR theorists cannot insist on the grand strategy of maintaining “rules based international order”. Hanania also dismisses other popular explanations of American grand strategy, in particular Chomsky’s argument that America’s interventions are a matter of great power competition and/or a struggle for resources. Somalia and Yugoslavia are some of the least strategically important states in the 1990s; the war in Iraq did not in any way increase American power but rather empowered Iran; and the removal of al-Gadhaffi made it clear to Kim Jong Un that any leader willing to dismantle their WMD program and ally themselves with the US in the war on terror were destined to be killed. As for intervention in oil-rich states, the US was not even willing or able to ensure American corporations benefited as Libya was already selling its oil on the open market (al-Gadhaffi’s removal only hurt production), and the largest Iraqi oil contracts under US occupation went to China and Russia (even if they went to the US, the costs of war ~$3 trillion was far from recoverable). It’s surprising how the longest-running meme of American invasion for oil is misplaced cynicism; US foreign policy elites aren’t even competent enough to secure oil for American exploitation. An additional evidence against American grand strategy is the pattern of troop deployments abroad: Practically unchanged throughout 1951, 1986, and 2019. It’s difficult to see what threat the US is protecting against in the United Kingdom, Italy, and Germany. The rise of China has not lead to increase in troop deployment in Japan or South Korea; the wars in the Greater Middle East has not resulted in the influx of the bulk of troops from the former Axis powers; the fall of the Soviet Union has not seen any withdrawal as promised to Gorbachev but rather expansion of troops right up to the border of the Russian Federation. Once again, Hanania clearly shows that status quo bias has been disguised as grand strategy. IR theorists have long debated what strategy the US should adopt when responding to potential challengers: realists are pessimistic in viewing great powers to be destined for war; liberal internationalists are optimistic in trusting the pacifying effects of trade and enlightened self interests. Either way, they assume states make rational decisions to attain long-term objectives, but the two ideologically hostile states of the Soviet Union and China show that presidents are too worried about short-term political prospects to stop American business and technology from engaging with and empowering rivals. If there is no grand strategy against the most powerful geopolitical rivals, it’s unlikely any exists for lesser adversaries. 4. The Atrocity Of American Sanctions Sanctions were introduced by the Trading with the Enemy Act of 1917, and the International Emergency Economic Powers Act (IEEPA) in 1977 gave the president the right to sign an executive order to declare a national emergency to prohibit any transaction between anyone under the jurisdiction of the United States and the foreign country or its nationals. This means most sanctions are decided on and applied within the executive branch with little input from Congress or the broader public. The three main concentrated interests do not oppose sanctions (the only exception being the unprecedented lobbying campaign from American businesses to open up trade with China). The national security bureaucracy doesn’t stand to gain or lose from trading with foreign states, nor do government contractors (most rogue states' economies are miniscule compared to China’s). Foreign governments that are candidates for sanctions also can’t oppose them — Kim Jong Un cannot fund Washington think tanks; Israel and Saudi Arabia can fund a maximum pressure campaign against Iran as even meetings with Iranian state officials bring accusations of illegality. In theory, sanctions work by: Hurting the economy
Inline links: https://substackcdn.com/image/fetch/$s_!c0Vf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F152da6ba-c572-47f8-9fb1-360b098c4117_680x707.png, https://substackcdn.com/image/fetch/$s_!Pf-j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F5bfb861a-939d-4397-bb35-3711da16c1e8_930x1488.png
What Caused The 2020 Homicide Spike?
June 29, 2022 · Original source
I promise I’m not deliberately trying to cherry pick - these are the first three foreign countries that I was able to find good graphs for on Statista (it also has an unreadable graph for China, which I think says Chinese murders declined in 2020).
Inline links: that I was able to find good graphs for on Statista
Your Book Review: The Internationalists
July 01, 2022 · Original source
The US keeps starting or engaging in wars, like in Libya, Afghanistan, and Iraq. I will briefly summarize the 3 major sections of the book and how they tackle the first five claims. Section 1: The Old World Order This section refutes the claim that outlawry of war wasn't actually a significant change for anyone at the time. To do so, it covers the history of the international laws of war as described by Hugo Grotius in a set of books titled The Law of War and Peace, including how he came to write it, what the laws were, and how they were used and understood. In this section, H&S work to fully immerse us in the laws of war before the Peace Pact, and the ways that people understood war as a result. I’ve already included a number of things about this up above, so I’ll just put in a few interesting notes here, and if you want more persuasion that people viewed war differently, I’d suggest you pick up the book. There is lots of historical evidence that attitudes toward war before the Peace Pact were not like attitudes toward war today, that people - lawyers, diplomats, sovereigns, and citizens - believed it to be normal and legal, and frequently justified. Conquest in response to debts or offenses was one of the primary motivators of war in the period ruled by the Old World Order (generally, from some time before 1625 when Grotius wrote the rules down to 1928, when the Peace Pact was signed), though H&S also document some of the weirder ones, like a King who declared that they had the right to wage war against another because the other King stole his wife. But because Grotius had declared that no one outside the belligerents could determine whose side was just without violating neutrality, the reasons for war were largely whatever Monarchs could get away, which ran the gamut. Perhaps because it was fashionable, perhaps to convince their citizenry of their rightness, Monarchs paid handsomely for famous thinkers to write manifestos explaining why they were going to war, and other Monarchs and the citizenry generally accepted these reasons. It would be like if Putin had called up Google co-founder Sergey Brin and asked him to write out why Russia had the right to conquer Ukraine, and then everyone else shrugged and decided, sure, that sounds reasonable. Heads of state enlisted esteemed writers and scholars as well as experienced lawyers to draft [war manifestos]. The English military and political leader Oliver Cromwell commissioned John Milton, the great epic poet, to write A Manifesto of the Lord Protector of the Commonwealth in 1655 when he ordered the invasion of the Spanish possessions in the Caribbean. In 1703, the Holy Roman Emperor Leopold I employed Gottfried Leibniz, the rationalist philosopher, co-inventor of calculus, and a trained lawyer, to compose the Manifesto for the Defense of the Rights of Charles III, which defended the empire’s involvement in the War of the Spanish Succession. Commodore Perry arrived in Japan in 1853 and returned for real the next year. Because they were so confused about how the laws of war were supposed to work, Japan proceeded to send Nishi Amane to the Netherlands to study the Law of War and Peace, and twenty years later, in 1875, Japan conquered Korea. Their logic for doing so was that they were afraid Europe or China would get there first. The world recognized their conquest at the time, though after WWII they were made to give it up. Korea was alluring prey for aggressive Western nations. As Nishi Amane [the scholar who brought the Grotian rules to Japan] would later explain, defending one’s borders “is like riding in a third-class train; at first there is adequate space but as more passengers enter there is no place for them to sit. The logic of necessity requires the people to plant both feet firmly and expand their elbows into any opening that may occur for, unless this is done, others will close the opening. (Chapter 6) Section 2: The Transformation Period Recall our list of counterclaims, #s 2 and 3. 2. Outlawry wasn't taken seriously at the time by the signatories - that it was just feel-good propaganda. 3. World War II proves that it failed, so it wasn't important. This section tells the story of how the Peace Pact came into existence, including how influential it was on the thinkers of the time. Throughout the 1930s and 40s, thinkers and diplomats attempted to turn the Peace Pact into practice, and then, when World War II demonstrated that they needed significantly more teeth to make the Peace Pact real, created the United Nations and other international institutions dedicated to supporting the Pact’s goals. At the time, they viewed World War II as a sign that they hadn’t gotten the right combination of institutions to make the Peace Pact succeed, not that it wasn’t important. This was a classic situation of needing More Dakka and they did, indeed, keep adding more until it worked. In an account composed more than a decade later, Jackson recounted that this view of the Pact was shared by the president and his inner circle. The Peace Pact, he reported, “left no vestige of legal right for [a state] to resort to a war of aggression. From the beginning, Roosevelt, Hull, Welles, Stimson and I had been in agreement that Hitler’s war . . . was an illegal one, and that other powers were under no obligation to remain indifferent. (Chapter 11) There is some counter-evidence in support of #2, from the side of the Japanese at least. Japan, for example, did not think that it had renounced the rules of the Old World Order on August 27, 1928. Its signing of the “No-War Pact,” as the Paris Peace Pact was known in Japan, was regarded as a diplomatic gesture, a noble proclamation affirming the aspiration of all civilized nations to seek peace. Indeed, Japanese officials considered it a sign of how far their nation had come that it was included among the fifteen countries at the grand ceremony in Paris. (Chapter 7) But at least on the Allies side, they had intended it seriously, and as World War II went on, that intention redoubled. Sumner Welles, Undersecretary of State during World War II, was assigned by Roosevelt to create a plan for peace after the war. What he and James Shotwell authored was effectively an outline of the United Nations, and they put the Peace Pact at the very center of it. Shotwell was far from subtle about his effort to treat the Pact as a starting point. He placed the Pact at the start of his preliminary draft. Article 1 repeated the Pact verbatim. Article 2 provided that “[t]he United Nations, in order to strengthen and safeguard the peace of nations as set forth in the General Pact for the Renunciation of war, agree to cooperate in the establishment of the necessary instrumentalities for its effective maintenance.” What followed was an outline of nearly every essential institutional component of the modern-day United Nations. Ten days later he circulated a more detailed draft, now entitled “Provisional Outline of International Organization.” (Chapter 8) It wasn't just the United Nations. NATO was built off of the Atlantic Charter, and it was also designed to reinforce the Peace Pact. This is why it's reasonably accurate to describe it as a defensive alliance. The [first draft of the Atlantic Charter] was a remarkable document. It began by restating the principles of the Stimson Doctrine—there would be no conquest; the two countries would “seek no aggrandizement, territorial or other.” Moreover, there would be “no territorial changes that do not accord with the freely expressed wishes of the peoples concerned.” The Charter looked ahead to a time “after the final destruction of the Nazi tyranny”—a remarkable statement for a neutral in the war—and declared the two states’ “hope to see established a peace which will afford to all nations the means of dwelling in safety within their own boundaries. (Chapter 8) This section brings to bear quotes from leaders at the time showing how important they considered the outlawry of war, how they viewed it as changing the world, but also how unprepared they were for how to react to countries choosing to ignore the Pact. Most importantly, they show how the Allies were strongly motivated to fight World War II specifically to preserve and expand the Pact, to make the world safe for peace. Unfortunately, then, as now, Russia/the Soviet Union did not quite live up to the ideals that the Allies generally advocated for. The Soviet Union took territory after World War II, the only one of the Allies to do so. The only ally to gain any significant territory after the war was the Soviet Union. More than twenty million of the nation’s citizens had died in the course of the war, and Stalin insisted on several territorial gains as the price of peace—many, but not all, of them in areas previously contested. … These concessions to Stalin were seen by the other Allied powers as regrettable deviations from accepted law, not precedents to be followed in the future. (Chapter 13) To be fair, we are talking about Josef Stalin, here. Who’s surprised? Section 3: The New World Order Recall our list of counterclaims, #s 4 and 5. 4. The world isn't more peaceful post outlawry. 5. Any increase in peace since World War II is due to democracies, nuclear weapons, or other reasons, and not the Peace Pact. H&S walk through the best academic evidence we have of whether the world is more peaceful today than it was in the period from 1816 (when our data collection starts being decent) to the Peace Pact. They then spend some time discussing why the evidence better supports the Peace Pact than other causes. In particular, H&S highlight that only since the Peace Pact have countries been denied territorial gains from their conquests. There's a lot of detail in there. Here's just a taste of it. A loose team of political scientists has assembled comprehensive data to help them study war. The resulting project, with the intentionally clinical name “Correlates of War,” hosts datasets on everything from “militarized interstate disputes” to “world religion data” to “bilateral trade.” Most relevant here, it includes extensive data on “territorial change”—a record of every single territorial exchange between states from 1816 to 2014, totaling over eight hundred entries. What do our 254 cases of territorial change tell us? They tell us something that is at once striking and surprising: Conquest, once common, has nearly disappeared. Even more unexpected, the switch point is that now familiar year when the world came together to outlaw war, 1928. From the time the data start in 1816 until the Peace Pact opened for signature in 1928, there was, on average, approximately one conquest every ten months (1.21 conquests per year). Put another way, the average state during this period had a 1.33 percent chance of being the victim of conquest in any given year. Those may seem like pretty good odds. They are not: A state with a 1.33 percent annual chance of conquest can expect to lose territory in a conquest once in an ordinary human lifetime. After 1948, the chance an average state would suffer a conquest fell from once in a lifetime to once or twice a millennium. (Chapter 13) The US wars in Afghanistan, Iraq, and Libya One disappointment I have is that H&S do not spend much time discussing the US wars of the last two decades. The book was published in 2017, so there’s really no excuse for this. Even counting them, their claim that wars since the Peace Pact have been fewer and less world-changing than before the Peace Pact still holds up, but since they don’t directly discuss the most notable wars of the last two decades, they leave a significant hole in their argument. I can imagine defenses that they would make, but they should have made them. They mostly refer to these conflicts either as not a conquest (since the US isn’t officially running those places now) or as a side effect of the Peace Pact in allowing failed states (See Addendum 1 for more on that) More recently, the United States invaded Iraq in 2003, toppled Sadaam Hussein, and installed the Coalition Provisional Authority to govern the country. But what’s most notable about these “nonconquests” is how ineffective and unstable they usually are. Exerting influence indirectly is inefficient and expensive. (Chapter 13) And in 2015 alone, high-fatality civil wars continued in Nigeria, South Sudan, Yemen, Syria, Iraq, Afghanistan, Pakistan, Somalia, and Ukraine. Why, if war has been outlawed, is there still so much conflict? The answer is that these conflicts are not prohibited by the Pact. Indeed, they are the predictable consequences of it … the prohibition on the use of force by one state against the territory of another has allowed two sources of conflict to simmer… within [states]. (Chapter 15) The broader intellectual history of war Reading The Internationalists led me to want to read a broader intellectual history of war. H&S include some comments that hint at it, for example describing the Principle of Distinction and other agreements made about how to behave during war. Fortunately for the civilians of Europe, the biblical model of war was finally repudiated. By the middle of the eighteenth century, European armies had come to recognize a “Principle of Distinction,” the doctrine central to modern humanitarian law, which distinguishes between soldiers and civilians and protects the latter from the former. The Principle of Distinction was the first curtailment of Grotius’s blanket immunity for those waging war. In the next century, it was followed by a flood of new legal regulations placing stricter controls on a soldier’s license to kill. International treaties protected the wounded and medical personnel (First Geneva Convention, 1864) prohibited the use of fragmenting, explosive, and incendiary small arms ammunition (St. Petersburg Declaration, 1874) banned explosives from balloons, asphyxiating gas, and dum-dum bullets (First Hague Convention, 1899) and proscribed pillage, the execution of surrendering soldiers and prisoners of war, and forcing civilians to swear an allegiance to a foreign power (Second Hague Convention, 1907). (Chapter 3) But the history of this and other pre-Peace Pact intellectual history of war is thin within the text, as the point H&S are chasing is specific to the Peace Pact's relevance in history, not the broader history of war. Some of my favorite books are books that tie together aspects of history across wide gulfs, which The Internationalists succeeds at. It’s rare and delightful to see how a piratical ship capture by the Dutch in the 16th century ties together with the opening of Japan, the US battles with Mexico, and finally, the creation of the United Nations. H&S’s perspective is that the Peace Pact marks a turning point, and one that should not be forgotten. It’s also clear that it marks a capstone on a long history of small changes that are also, themselves, interesting battles in the long-running war to make the world less intolerable. In the end, they identify four key changes in the intellectual landscape, with Lauterpacht’s fingers in nearly all of them. Neutrality no longer requires impartiality. States can help those they view as victims.
Inline links: More Dakka
The Axis powers stood for the Old World Order. Germany, Japan, and Italy had each rejected the principles of the Peace Pact—Japan by invading Manchuria and continuing into China, French Indochina, British Malaya, Indonesia, and Singapore; Italy by invading Ethiopia, Greece, Yugoslavia, and North Africa; and Germany by seeking to gain control of nearly all of Europe. Each had a reason to resent the Allies and their efforts to outlaw war. The Axis powers had largely missed out on the colonial land grab. Japan only began to participate in international affairs in the 1860s, and it was more than a generation before it was prepared to project military force outside its own borders, too late to successfully participate in the empire-building scramble. Both Germany and Italy finally achieved unification in the same year—1871. They joined the land grab soon after, but were never as successful as France, Spain, Portugal, Britain, and the Netherlands, which built extensive empires. Without the authority to wage war and conquer new territory, the Axis powers saw little possibility of ever achieving equality. (Chapter 8)
Your Book Review: The Society Of The Spectacle
July 22, 2022 · Original source
I accidentally proved my point in the process of writing this. I planned to reference a story where a Chinese weatherman was replaced by an AI replica for months without anyone noticing. I saw it on social media a while back - it never crossed my mind to fact check it, because nothing about the reporting seemed suspect. Here I am months later, about to use it in a piece, so I did some due diligence. Turns out that The Epoch Times is not a reliable publication. Cool, glad I checked, let me find a mainstream link… four search engines later and all I found was a couple random blogs and an InfoWars video, all pointing back to this one unassuming article.
Inline links: was replaced by an AI replica
We seem set to learn the meaning of that apocryphal Chinese curse for ourselves. The future is uncertain in a way we’ve never felt before. It’s up to each of us to make something of it.
Inline links: apocryphal Chinese curse
Debord in France, 1954 Published in 1967, The Society of the Spectacle is his magnum opus and lasting legacy. It unfolds in staccato bursts, almost like a book of aphorisms. The writing is pithy and poetic, albeit with the occasional lapse into the meandering, circular prose so typical of critical theory. This makes it extremely readable, particularly for a work of political philosophy. One downside of his style is that he tends to state his points in just-so fashion. We’ll have to do some of the legwork for him to flesh things out. Strap in, boys - we’ve got a bumpy road ahead of us. I. A More Perfect Union The spectacle is never outright defined; or rather, the entire book is a series of definitions, each approaching from a different angle. What Debord describes is really a combination of two things; the total triumph of capitalism, and the rise of mass media. It might seem strange for Debord to declare capitalism victorious at the height of the Cold War. The Soviet Union was very much a superpower, and Nixon had yet to go to China. But as a real Marxist, he had already arrived at what would become the historical consensus - communism, as practiced, was merely an inferior cousin to its free market foes. Unsurprisingly, capitalism is the best system for the accumulation of capital. And despite their pretensions, communist societies had the same goals as every modern nation - wealth, prosperity, innovation, and growth. In Debord’s reading of history, “the bourgeoisie is the only revolutionary class that has ever won; and it is also the only class for which the development of the economy was both the cause and the consequence of its taking control of society.” The revolutions of the previous centuries were economic in nature, replacing kings with merchant princes. As a result, all societies began to judge themselves in almost purely economic terms, regardless of their ideological leanings. [2] Media developed symbiotically with capitalism, and together these twin forces changed the world. Twentieth-century forms of media were one-way communications. The owners of society were also the owners of the media, and the messaging reflected this power dynamic. Long before the general public became disillusioned with the news, Debord was woke to the fact that ‘the free press’ was largely a myth. He saw the shaping of the narrative firsthand, and well knew the ability of the media to amplify or ignore as convenient. As the spectacle conquered the earth, it took on different forms. Debord differentiated between the concentrated, diffuse, and integrated modes of the spectacle: Communism and fascism were the primary examples of the concentrated spectacle, with totalitarian control of the economy and the media centralized in the hands of the State.
Inline links: The Society of the Spectacle
Your Book Review: Viral
July 30, 2022 · Original source
Also, the Chinese government and scientists deny lab origins of the virus. In the context of an authoritarian system this may count for very little, but it’s still some nonzero evidence in favor of natural origins. To say there was a lab origin, we would have to postulate that scientific institutions in China are lying and successfully engaged in a coverup, for which there have been no credible whistleblowers. Again, this may be entirely possible, but it still adds to the burden of proof that must be overcome by evidence for the lab leak hypothesis.
Image source: https://www.bloomberg.com/news/features/2020-12-30/china-is-making-it-harder-to-solve-the-mystery-of-how-covid-began If SARS-CoV-2 originated in an animal somewhere around the Yunnan / Laos area, how did it make it all the way to Wuhan without leaving a trail along the way? 4. The story of RaTG13 Although I enjoyed the book, I do have one pretty major criticism. The authors repeatedly make the claim that a virus called RaTG13, which was being studied at the WIV before the pandemic, is the closest known genetic match to SARS-CoV-2. But this claim is outdated and no longer correct. In September 2021 researchers identified a virus called BANAL-52 in Laos that’s a 96.8% match to SARS-CoV-2, closer than RaTG13’s 96.2% match. (Important note: a 96.8% match is still a long way off in genomic space, and does not imply that this is the same virus as SARS-CoV-2, or even necessarily a progenitor.) At first I thought maybe the authors didn’t mention BANAL-52 because it was discovered after the book was published, but this isn’t the case – Viral was published November 16, 2021, nearly two months after the discovery of BANAL-52 was published. Although I’m writing an overall-positive review here, I don’t want to go easy on the book where serious criticism is warranted. It’s completely unacceptable that BANAL-52 wasn’t mentioned. Even if it would have been inconvenient from a publishing standpoint, the authors should have rewritten the RaTG13 chapter, or at least included an addendum about the discovery of BANAL-52. With that being said, I think the story of RaTG13 is still interesting and important, so I’ll give a quick summary here. At the start of the pandemic in 2020, SARS-CoV-2 was quickly sequenced, and the full genome sequence was published by Dr. Shi Zhengli’s team at the WIV. In this paper, they also briefly mentioned that the genome was a 96.2% match with another bat coronavirus called RaTG13 – the closest known match at the time. Oddly, the mention of RaTG13 did not include any reference, footnote, or link to any previously published sequence. Although the WIV didn’t provide details on this mysterious RaTG13 virus, a group of internet volunteers, including both amateurs as well as professional scientists working in their free time, began to investigate. This loose collection of open-source researchers, called DRASTIC, uncovered a medical thesis describing an outbreak of a mysterious disease in 2012. Six men who had been working in a bat-infested mine in Mojiang County, China, fell ill and were admitted to a hospital with symptoms including dry coughs, shortness of breath, fevers, muscle aches, headaches, and fatigue. Three of the men eventually died of this mysterious illness. In the years following this incident, teams of researchers (including a team led by Dr. Shi Zhengli of the WIV) were sent to investigate the cause of this illness and collect samples from the Mojiang mine. This sampling led to the discovery of a novel SARS-like coronavirus in 2013, and a part of its genomic sequence was published under the name BtCoV/4991 in 2016. The DRASTIC researchers discovered that RaTG13 was genetically identical to the BtCoV/4991 sequence from the Mojiang mine – it was the same virus, and had just been renamed for some reason, without any public record of the change. They also discovered that at least eight other closely related coronaviruses were also sampled from this mine and brought to the WIV. Although unhelpful throughout the investigation, the WIV eventually verified these facts when pressed on them, and an addendum was added to the original paper confirming DRASTIC’s account of the origin of RaTG13. So what should we make of this? Well, as I mentioned before, RaTG13 is no longer the closest known genetic match to SARS-CoV-2, so maybe the whole story is less important as it pertains to the origin of the pandemic. But the discovery of BANAL-52 doesn’t really resolve things either [2]. Laos is very far away from Wuhan (actually even further than Yunnan), so we’re left with the same question as before – how did SARS-CoV-2 make it all the way to Wuhan from such a distant natural reservoir without leaving a trail along the way? 5. Lack of institutional transparency and competence A lot of the book is devoted to criticizing the Chinese government’s lack of transparency during the pandemic. Some brief examples: In the early days of the initial outbreak in Wuhan, hundreds of people were investigated and punished for the crime of “spreading rumors”. This included whistleblowing doctors who attempted to warn others [3] about the spread of the disease and its human-to-human transmission, which was being denied by the Chinese government at the time.
Inline links: https://www.bloomberg.com/news/features/2020-12-30/china-is-making-it-harder-to-solve-the-mystery-of-how-covid-began, virus called BANAL-52, published by Dr. Shi Zhengli’s team at the WIV., addendum
In the early days of the initial outbreak in Wuhan, hundreds of people were investigated and punished for the crime of “spreading rumors”. This included whistleblowing doctors who attempted to warn others [3] about the spread of the disease and its human-to-human transmission, which was being denied by the Chinese government at the time.
Slightly Against Underpopulation Worries
August 04, 2022 · Original source
But Japan and China will drop a lot. By 2100, there will only be 800 million Chinese and 70 million Japanese.
Still: in the early 1900s, America and Europe were gripped by fear of “the Yellow Peril”: what if innumerable hordes of Orientals overran the West using their limitless numbers? Chinese and Japanese people were likened to swarms of insects, or flocks of birds: so numerous that it was incomprehensible and almost obscene.
At the time, there were about 500 million Chinese and 50 million Japanese.
Your Book Review: Exhaustion
August 05, 2022 · Original source
I read this book to try to make sense of CFS and its related conditions, and the book in my opinion begins to come together as it moves into the modern conceptions of exhaustion, but it is important to first follow Schaffner as she traces the explanatory models used in science and culture throughout Western history – there are only passing mentions in the book about Eastern conceptions of this condition, although it seems as though it is almost as common in Asian countries as in the West, where versions of neurasthenia are still diagnosed in China (shenjing shuairou; 神经衰弱) and Japan (shinkeisuijaku; 神経衰弱) and elsewhere.
Inline links: almost as common
22
August 16, 2022 · Original source
This is just a lot of really smart people making lots and lots of bets on serious questions, and it makes me optimistic that Manifold’s flaws are shallow and its potential is high. Kudos to everyone involved - and if you want to participate, go to this page. This Week In The Markets Chance of a war with China by 2050 up from 30% in April to 55% now. What’s changed?
Inline links: this page, https://www.metaculus.com/questions/8051/100-deaths-from-china-us-conflict-before-2050/
Chance of a war with China by 2050 up from 30% in April to 55% now. What’s changed?
Meanwhile, on Manifold: I’m kind of confused what’s going on here. Does someone keep throwing in money to push it up to 70-90%, and then other people keep buying it back down? Also, I wouldn’t have naively expected that, with $34,455 already invested, an extra $100 would almost double the chance, from 14% to 24%. Probably I should poke around at their algorithm some more until this makes sense to me.
Inline links: https://manifold.markets/LarsDoucet/will-china-invade-taiwan-in-2022
Your Book Review: 1587, A Year Of No Significance
August 19, 2022 · Original source
I suspect part of the reason Chinese history (and Asian history in general) is so widely neglected in the West is that Asian names can be difficult for Westerners to remember and pronounce accurately.
It’s challenging to represent Chinese words in alphabetical form; the Wade-Giles and Pinyin approaches are the two main methods. This book, from 1981, uses the older Wade-Giles system. On the other hand, a nice benefit of this book's age is that it remains blessedly uncontaminated by any current “culture war” toxicity. Many of the main characters have Wikipedia pages under the newer Pinyin versions of their names, which I'll link. I’ll also include the Pinyin version in parentheses where the spelling of the Wade-Giles version is significantly different, like this: Peking (Beijing).
Huang first went to university to study electrical engineering, but during the World War II years he became an Army officer. He saw combat, recovered from a gunshot wound to the leg, and rose to the level of Major in an elite Chinese military unit known as the New First Army, which was aligned with U.S. forces. They battled Japanese troops in south-east Asia and, later, Chinese Communists during the Chinese Civil War. Huang graduated from the American Army Staff College in 1947, but after the victory of the Chinese Communists on the mainland, and the retreat of the Chinese Nationalists to Taiwan, Huang stayed in the U.S. and took up the study of Chinese history, obtaining a doctorate degree in 1964 (when he was 46). 1587 is his best-known and most widely acclaimed book, but he enjoyed a long and successful academic career and also contributed to Joseph Needham's opus Science and Civilisation in China.
Book Review: What We Owe The Future
August 23, 2022 · Original source
MacAskill frames this in terms of value malleability and value lock-in. There is a time of great malleability: maybe during the Constitutional Convention, if some delegate had given a slightly more elegant speech, they might have ditched the Senate or doubled the length of a presidential term or something. But after the Constitution was signed - and after it developed centuries of respect, and after tense battle lines got drawn up over every aspect of it - it became much harder to change the Constitution, to the point where almost nobody seriously expects this to work today. If another Chinese philosopher had fought a little harder in 100 BC, maybe his school would have beaten Confucius’ and the next 2000 years of Chinese history would have looked totally different.
This might not be impossible. For example, Mohammed asked Muslims not to eat pork, and they still follow this command thousands of years later. The US Constitution made certain design decisions that still affect America today. Confucianism won the philosophical squabbles in China around the birth of Christ, and its ethos still influences modern China.
Meetups Everywhere 2022: Times & Places
August 26, 2022 · Original source
BRISBANE, AUSTRALIA Contact: Jarred Filmer, jarred[dot]filmer[at]gmail[dot]com Time: Saturday, September 10, 7:00 PM Location: 52 McCaul Street Taringa (house) Coordinates: 5R4JFXXQ+P8 Event link(s): LessWrong, Facebook event Group info: We used to meet once a month years ago, but now just meet whenever there's a Meetups Everywhere :) Notes: Snacks will be provided but dinner will not be, would recommend eating before you come CANBERRA, AUSTRALIA Contact: Andy Bachler, Andy[dot]Bachler[at]gmail[dot]com Time: Wednesday, August 31, 5:30 PM Location: Badger & Co pub at ANU. Central location, parking free after 5pm, might be loud, sorry! Coordinates: 4RPFP4FC+34 Event link(s): LessWrong, Eventbrite Notes: Parking area just to the north of the pub, over the river, is free after 5pm! GOLD COAST (SOUTH), AUSTRALIA Contact: Lerancan, lerancan[at]gmail[dot]com Time: Sunday, September 11, 2:00 PM Location: A picnic table, Wyberba Street Reserve, Tugun Coordinates: 5R3MVF5W+555 Event link(s): LessWrong Notes: Email me in case of bad weather/you can't find me/you can't make that time etc. MELBOURNE, AUSTRALIA Contact: Ryan, xgravityx[at]hotmail[dot]com Time: Friday, September 2, 6:00 PM Location: Beer Deluxe Federation Square Coordinates: 4RJ65XM9+3Q Event link(s): LessWrong, Facebook event Group info: We're officially the Less Wrong Melbourne social meetup group, though our members include the broader rationalist community. We meet once a month for casual discussion (and beers for those so inclined). Please join our Facebook group to see the meeting invite; there you will see a WhatsApp group link - please join that group too to ensure timely updates in case of changes (Facebook notifications don't work reliably for this). Notes: Please RSVP to the meeting invite on the Facebook group so that I can make an appropriate booking. PERTH, AUSTRALIA Contact: Madge, madgech[at]gmail[dot]com Time: Sunday, September 25, 2:00 PM Location: Russell Square, Northbridge, corner of Shenton and Aberdeen St. There will be some sort of ACX meetup sign. Coordinates: 4PWQ3V34+W6 Event link(s): LessWrong, Facebook event Group info: I run one meetup per year, if someone else wants to take over please do Notes: Please RSVP on LessWrong or Facebook SYDNEY, AUSTRALIA Contact: Eliot, Redeliot[at]gmail[dot]com Time: Thursday, September 15, 6:00 PM Location: City of Sydney rsl, lvl 2 in the fishbowl Coordinates: 4RRH46F4+983 Event link(s): LessWrong, Meetup.com Group info: We meet monthly WOLLONGONG, AUSTRALIA Contact: Jason, jason[dot]bowkettblogs[at]gmail[dot]com Time: Saturday, September 3, 12:00 PM Location: UOW Library Coordinates: 4RQGHVVH+69 Event link(s): LessWrong CHENGDU, CHINA Contact: Alex, acx[dot]chengdu[at]gmail[dot]com Time: Thursday, September 15, 7:00 PM Location: Chef Wenwu Hot & Spicy Jianghu Food (Yulin store)/文武大厨·热辣江湖菜(玉林店). I (a foreigner) will be wearing a green shirt. Coordinates: 8P26J3C5+462 Event link(s): LessWrong Notes: Please RSVP at the above email address, I will give you my Wechat contact if you're interested in attending. Open to time/date/location changes, so let me know if the proposed event doesn't work for you! Can be a bilingual event; all welcome. 有双语交流的可能性。如果想来的话，请提前发给我个电子邮件。 HONG KONG Contact: Nathan, nathan[at]xevarion[dot]org Time: Saturday, September 10, 1:00 PM Location: The Catalyst, 2 Po Yan Street, Sheung Wan. Big wooden door. Coordinates: 862M74PW+6XP Event link(s): LessWrong BANGALORE, INDIA Contact: Nihal, propwash[at]duck[dot]com, Discord: propwash#4648 Time: Sunday, September 18, 4:00 PM Location: Matteo Coffea, Church Street Coordinates: 7J4VXJF4+PR Event link(s): LessWrong Group info: We're the longest active group in Asia — we've been meeting monthly for the last 4 years, discussing ACX posts, LW content with a diverse and friendly group of people. Check our website for more info. Notes: Please RSVP on LessWrong to help me be better prepared. HYDERABAD, INDIA Contact: Vatsal, vmehra[at]pm[dot]me, Whatsapp: +919944430856 (username: Vim) Time: Sunday, September 11, 5:00 PM Location: The Weekend Cafe, Plot No D, 3, Vikrampuri Colony, beside vac's bakery, Vikrampuri Colony, Lane, Secunderabad, Telangana, 500015, India Coordinates: 7J9WFF4X+5P Event link(s): LessWrong Group info: Our rationality meetup group has been around for about 3 months and we discuss articles and exercises (eg. CFAR handbook) that can help us improve epistemic and instrumental rationality. MUMBAI, INDIA Contact: PB, e2y94n1nv[at]relay[dot]firefox[dot]com Time: Sunday, October 9, 4:00 PM Location: Jamjar Diner, Versova Coordinates: 7JFJ4RM6+5W Event link(s): LessWrong Notes: Please RSVP on LessWrong or via email so I can plan activities accordingly. NEW DELHI, INDIA Contact: Suryansh Tyagi, suryanshtyagiphone[at]gmail[dot]com, WhatsApp/phone +919997299972 Time: Sunday, September 11, 5:00 PM Location: Select CityWalk Mall, Saket. Where inside the mall depends on the number of people interested. Coordinates: 7JWVG6H9+8H Event link(s): LessWrong Notes: Please either send me an email or message me on WhatsApp if you want to attend. Any suggestions/changes are welcome. UDAIPUR, RAJASTHAN, INDIA Contact: Shailendra Paliwal, acx-meetup-2022[at]shailendra[dot]me Time: Saturday, September 10, 7:00 PM Location: We'll be at Doodh Talai near Pichola Lake and I'll be wearing a gray t-shirt carrying a sign ACX Meetup Coordinates: 7JPMHM9M+HG Event link(s): LessWrong Notes: Please RSVP on LessWrong so that I can plan ahead UBUD, BALI, INDONESIA Contact: William Ubud, Napaproject[at]gmail[dot]com Time: Tuesday, August 30, 6:00 PM Location: PARQ Ubud Coordinates: 6P3QG789+F7 Event link(s): LessWrong TOKYO, JAPAN Contact: Harold Godsoe, hgodsoe[at]gmail[dot]com Time: Saturday, October 8, 10:00 AM Location: Near Nakameguro station - RSVP for details Coordinates: 8Q7XJPV2+QFP Event link(s): LessWrong, Meetup.com Notes: ACX Tokyo meets monthly since Sept 2021. Our meetups are in English, so far. To join in, feel free to get in touch in any of the many ways to do so (email, Meetup.com). It's useful to be in contact before coming to an event, to help with that first leap of faith. KUALA LUMPUR, MALAYSIA Contact: Yi-Yang, yi[dot]yang[dot]chua[at]gmail[dot]com, LessWrong profile Time: Saturday, September 17, 2:00 PM Location: I'll be in Lisette's Bangsar, which is a 5-minute walk from Bangsar LRT. I'll be wearing a pale green t-shirt and carrying an ACX sign. Coordinates: 6PM34MHH+VW Event link(s): LessWrong AUCKLAND, NEW ZEALAND Contact: Jonathan De Wet, jonpdw[at]gmail[dot]com Time: Saturday, September 3, 6:30 PM Location: 32 Stanley Ave Milford, Auckland Coordinates: 4VMP6QH4+86 Event link(s): LessWrong, Facebook event Notes: It’s a dinner party! Please RSVP on FB so I know how much food to make DUNEDIN, NEW ZEALAND Contact: Gavin, bisga673[at]student[dot]otago[dot]ac[dot]nz Time: Saturday, September 3, 3:00 PM Location: Picnic tables outside of St. David's lecture theatre on Otago University campus. I'll make a sign with ACX meetup. Coordinates: 4V6G4GP7+GM5 Event link(s): LessWrong Notes: There is no Dunedin group as far as I'm aware of, but I'd be keen to meet other likeminded people and organise group hangouts occasionally. WELLINGTON, NEW ZEALAND Contact: Ben W, benwve[at]gmail[dot]com Time: Tuesday, September 27, 5:30 PM Location: Rutherford House, Bunny Street, Wellington. Room MZ05, which is on the mezzanine floor Coordinates: 4VCPPQCH+FGC Event link(s): LessWrong Notes: We're running the event this time in partnership with Effective Altruism Wellington LAPU LAPU, CEBU, PHILIPPINES Contact: Dave, tokkolizard[at]tutanota[dot]com Time: Sunday, September 4, 2:00 PM Location: Starbucks in Mactan Newtown, there will be a sign with ACX MEETUP on it. Coordinates: 7Q268257+4F Event link(s): LessWrong Notes: Please RSVP by mail so I know if I need to set up a bigger meeting place SINGAPORE Contact: Jonathan Ng, jonathan[dot]ng1[at]gmail[dot]com, Telegram @derpy Time: Tuesday, September 6, 6:30 PM Location: Tanjong Pagar MRT gantry, I'll be wearing the dark blue EA Global 2022 jumper Coordinates: 6PH57RGW+J8 Event link(s): LessWrong
Inline links: 5R4JFXXQ+P8, LessWrong, Facebook event, 4RPFP4FC+34, LessWrong, Eventbrite, 5R3MVF5W+555, LessWrong, 4RJ65XM9+3Q, LessWrong, Facebook event, 4PWQ3V34+W6, LessWrong, Facebook event, 4RRH46F4+983, LessWrong, Meetup.com, 4RQGHVVH+69, LessWrong, 8P26J3C5+462, LessWrong, 862M74PW+6XP, LessWrong, 7J4VXJF4+PR, LessWrong, our website, 7J9WFF4X+5P, LessWrong, 7JFJ4RM6+5W, LessWrong, 7JWVG6H9+8H, LessWrong, 7JPMHM9M+HG, LessWrong, 6P3QG789+F7, LessWrong, 8Q7XJPV2+QFP, LessWrong, Meetup.com, Meetup.com, LessWrong profile, Lisette's Bangsar, 6PM34MHH+VW, LessWrong, 4VMP6QH4+86, LessWrong, Facebook event, 4V6G4GP7+GM5, LessWrong, 4VCPPQCH+FGC, LessWrong, 7Q268257+4F, LessWrong, 6PH57RGW+J8, LessWrong
From Nostradamus To Fukuyama
September 28, 2022 · Original source
I think mediocre. On the one hand, nobody has a super-compelling alternative to liberal democracy yet. On the other, China has done better than expected at maintaining its autocracy and uniting it with economic prosperity, other dictatorships have muddled along, and there’s been democratic backsliding in a few countries like Turkey. I would give this prediction maybe a C-.
Universe-Hopping Through Substack
September 29, 2022 · Original source
Ah, Culture. This is where you go to read about Shakespeare, post-modernism, arthouse films, and Chinese tapestries, right?
In other news, the Secretary of Defense has raised the alarm about potential Russian or Chinese space weapons. So:
The space battlefield is no longer science fiction or something that only exists in Star Wars films. That’s why the Trump administration created the Space Force as an independent branch of the military in 2019. As Russia and China begin to weaponize space, the U.S. needs to invest in ways to deter this advancement.
How Trustworthy Are Supplements?
October 05, 2022 · Original source
It's really hard to be competitive when we are literally the only ones following the rules! However, we have no power here. We are not the patent holder, nor are we the licensed distributor….We've asked if they could be more flexible on price before, because they are marking it up a LOT from what it costs to produce. However, they say they are using the profits from it to do more research, so they can't lower prices. I don't know, the whole thing is fucking ridiculous. We literally can't lower prices. Our margins are razor thin as it is. So either these big companies are putting less in the capsule than stated (we have proven that on some of them), are mixing generic Chinese L-threonate powder into runs to bring the cost/mg down, or they are getting favorable pricing from AIDP that we just can't get. Honestly, it's probably a mixture of all three, so we just get fucked […]
100:1 and 200:1 are lies. They are fake ratios made up to sell more tongkat. We've spoken to all the suppliers, and they have admitted that they have to call them that because that is what customers want to hear. They are more like 4:1 extracts. Even then, we have tested a ton of them on the market. Most have zero detectable eurycomanone. Some people are just selling non-extracted root and calling them 100:1 or 200:1 extracts. You can't test for extraction ratios. Anyone can claim anything they want. I can say ours is a 1,000,000:1 extract. It's all made up meaningless bullshit. You assay for eurycomanone. That's how you lab test for the potency of a tongkat ali extract. We've done that with tons of product on the market, and the results are horrible. If you straight up ask the Chinese suppliers: "Are these REALLY 100:1 extraction ratios?" they will admit they are not. It's ridiculous! They just make up fake ratios to tell everyone, and it has been going on so long everyone just plays along with the lie.
Huberman went on Rogan, and suddenly a rare plant from Nigeria that was not offered by anyone before is suddenly being offered by every single Chinese supplier out there almost overnight. We literally had random Chinese companies emailing us the same week that podcast came out offering us Fadogia. Do you expect me to believe that a rare plant found in a small part of western Africa, that is difficult to cultivate even in the region it is from, suddenly had a whole supply chain set up within a week?!? A plant that was not offered in China the night before, and doesn't grow in China, suddenly popped into existence overnight because of one Joe Rogan podcast? I guess all these other shitty brands believed it, or they just don't fucking care about everyone's health enough to question it. There's money to be made! We won't let science or validation get in the way of those profits!
Moderation Is Different From Censorship
November 03, 2022 · Original source
The racket works by pretending these are the same imperative. “Well, lots of people will be unhappy if they see offensive content, so in order to keep the platform safe for those people, we’ve got to remove it for everybody.” This is not true at all. A minimum viable product for moderation without censorship is for a platform to do exactly the same thing they’re doing now - remove all the same posts, ban all the same accounts - but have an opt-in setting, “see banned posts”. If you personally choose to see harassing and offensive content, you can toggle that setting, and everything bad will reappear. To “ban” an account would mean to prevent the half (or 75%, or 99%) of people who haven’t toggled that setting from seeing it. The people who elected to see banned posts could see them the same as always. Two “banned” accounts could still talk to each other, retweet each other, etc - as could accounts that hadn’t been banned, but had opted into the “see banned posts” setting. Does this difference seem kind of pointless and trivial? Then imagine applying it to China. If the Chinese government couldn’t censor - only moderate - the world would look completely different. Any Chinese person could get accurate information on Xinjiang, Tiananmen Square, the Shanghai lockdowns, or the top fifty criticisms of Xi Jinping - just by clicking a button on their Weibo profile. Given how much trouble ordinary Chinese people go through to get around censors, probably many of them would click the button, and then they’d have a free information environment. This switch might seem trivial in a well-functioning information ecology, but it prevents the worst abuses, and places a floor on how bad things can get. And this is just the minimum viable product, the case I’m focusing on to forestall objections of “this would be too hard to implement” or “this would be too complicated for ordinary people to understand”. If you wanted to get fancy, you could have a bunch of filters - harassing content, sexually explicit content, conspiracy theories - and let people toggle which ones they wanted to see vs. avoid. You could let people set them to different levels. Set your anti-Semitism filter to the weakest setting and it will only block literal Nazis with swastikas in their profile pic; set it to Ludicrous, and it will block anyone who isn’t an ordained Orthodox rabbi. Or you could let users choose which fact-checking organization they trusted to flag content as “disinformation”. The current level of moderation is a compromise. It makes no one happy. Allowing more personalized settings would make the free speech side happier (since they could speak freely to one another and anyone else interested in hearing what they had to say). And it would make the avoid-harassment side happier, since they could set their filters to stronger than the default setting, and see even less harassment than they do now. This doesn’t solve all our problems. There are some genuine arguments for true censorship: that is, for blocking speech that both sides want to hear. For example: That it’s a social good to avert the spread of false ideas (and maybe even some true ideas that people can’t handle). People might want to hear these ideas (“What? Joe Biden is a lizard person spy? I hadn’t heard anything about that on the so-called mainstream media!”) but they should not be allowed to.
Inline links: The racket
That people you consider bad (Nazis, Communists, Chinese pro-democracy activists) could discuss their bad ideas with each other, recruit other people, become well-organized, and then overthrow your your society.
"Is Wine Fake?" In Asterisk Magazine
November 21, 2022 · Original source
China’s Silicon Future: Why does China have so much trouble building advanced microchips? How will the CHIPS act affect its broader economic rise? By Karson Elmgren.
Inline links: China’s Silicon Future:
Links For December 2022
December 28, 2022 · Original source
24: This month in interesting architecture - Suzhou Museum, China:
Inline links: Suzhou Museum
Mostly Skeptical Thoughts On The Chatbot Propaganda Apocalypse
February 02, 2023 · Original source
So the establishment has a big propagandabot advantage even before the social media censors ban disinfo-bots but come up with some peaceful-coexistence-solution for establishment-bots. So there’s a strong argument (which I’ve never seen anyone make) that the biggest threat from propaganda bots isn’t the spread of disinformation, but a force multiplier for locking in establishment narratives and drowning out dissent. If this doesn’t worry you in the US, at least let it worry you in China, whose government already hires people to parrot propaganda on social media.
Grading My 2018 Predictions For 2023
February 20, 2023 · Original source
Gary Marcus can still figure out at least three semi-normal (ie not SolidGoldMagikarp style) situations where the most advanced language AIs make ridiculous errors that a human teenager wouldn’t make, more than half the time they’re asked the questions: 30% ACTION TRANSFORMERS: Maybe the next big thing. This is where you can give a language model an Internet connection, tell it something like "respond to all my emails" or "order some cheap Chinese food that looks good off UberEats, my credit card number is XXXXX", and it will do it. I think this technology will be ready in the next five years, although it might suffer from the self-driving car problem where you need more nines of reliability than it can provide. You want to be really sure it won't respond to an email from your boss by telling her to f@#k off, or buy a Chinese restaurant instead of food from a Chinese restaurant. I think it will start as an assistant that will run all of its decisions by you, then gradually expand out from there. AI can play arbitrary computer games at human level. I will count this as successful if an off-the-shelf AI, given a random computer game and some kind of API that lets it to against itself however many times it wants, can reach the performance of a mediocre human. The human programmers can fiddle with it to make it compatible with that particular game’s API, but this is expected to take a few days of work and not involve redesigning the AI from scratch: 25%
Polygenic scores go public – not necessarily by 2023, but not long after. It becomes possible to look at your 23andMe results and get a weak estimate of your height, IQ, criminality, et cetera. Somebody checks their spouse’s score and finds that their desirable/undesirable traits are/aren’t genetic and will/won’t be passed down to their children; this is treated as a Social Crisis but nobody really knows what to do about it. People in China or Korea start actually doing this on a large scale. If there is intelligence enhancement, it looks like third-party services that screen your gametes for genetic diseases and just so happen to give you the full genome which can be fed to a polygenic scoring app before you decide which one to implant. The first people to do this aren’t necessarily the super-rich, so much as people who are able to put the pieces together and figure out that this is an option. If you think genetics discourse is bad now, wait until polygenic score predictors become consumerized. There will be everything from “the predictor said I would be tall but actually I am medium height, this proves genes aren’t real” to “Should we track children by genetic IQ predictions for some reason even though we have their actual IQ scores right here?” Also, the products will probably be normed on white (Asian?) test subjects and not work very well on people of other races; expect everyone to say unbelievably idiotic things about this for a while.
Artificial biocatastrophe (worse than COVID): 5% INTERNATIONAL: IDK, I don't expect a Taiwan invasion. Generally bearish on China for the usual reasons: I just think they've built up too much debt (literal and metaphorical), have a demographic time bomb, it's always hard to come down from the high of fast growth, and even though their mixed centralized-ish model worked well before, I think Xi is a significant change towards traditional dictatorship which doesn't work as well. I don't expect this to produce any obvious explosion or disaster for them before 2028 though. I expect Ukraine and Russia to figure out some unsatisfying stalemate before 2028, followed by massive growth in Ukraine (usually happens post-war, they'll probably get favorable terms from lots of other countries including an EU admission deal, they're overdue for a Poland-style post-communist boom). Ukraine war cease-fire: 80%
Book Review: The Geography Of Madness
February 22, 2023 · Original source
Nobody knows when the penis-stealing witches began their malign activities. Babylonian texts include sa-zi-ga, incantations against witchcraft-induced impotence. Ancient Chinese sources describe suo yang, the penis retracting into the body because of yin/yang imbalances. But the first crystal-clear reference was the Malleus Maleficarum, the 15th-century European witch-hunters’ manual. It included several chapters on how witches cast curses that apparently (though not actually) remove men’s penises.
Inline links: sa-zi-ga, suo yang
This image (source) of a witch stealing a man’s penis, with a box of previously-stolen penises to her right accompanies the 1411 poem “Flowers Of Virtue” in its 1486 edition. Malleus Maleficarum was published in 1486, so if the original text of Flowers Of Virtue contained the incident this picture refers to, it would predate Malleus. But the original text is written in poetic medieval German and I can’t find a good translation. When I wrote my review of the Malleus, people were surprised at the penis-stealing witch chapters. Yet nothing could possibly be less surprising; the penis-stealing witches are timeless and omnipresent. When commenters continued to doubt, I promised them this review of Frank Bures’ Geography Of Madness. II. Frank Bures is a journalist. In 2001, he came across an unusual BBC article: a mob had killed twelve people in Nigeria, believing them to be penis-stealing witches. A few months later, a similar article: five people, Benin. He tried to pitch a story about the phenomenon to his editor, who “said he couldn’t pay me to fly to Nigeria and find essentially . . . nothing”. For some reason - and this is the point at which I start to worry about narrator reliability - Bures became obsessed with this. He couldn’t get it out of his mind. He started scraping together money to visit Africa on his own, story be damned: Nigeria gnawed at me. I knew that it was a terrible time to leave. I knew that [my wife] Bridgit, newly pregnant, wouldn’t want me to go. But I also knew that I had to, and that if I didn’t it would be a lifelong regret. . . three months later, I was the lone tourist on a plane full of Nigerians descending to Lagos. Africa is a relative newcomer to penis-stealing witches: The first recorded incident of penis theft in Africa I could find took place in Sudan in the 1960s. But in the mid- to late seventies in Nigeria, there were waves of well-documented cases. One of these happened in the northern city of Kaduna, where a psychiatrist named Dr. Sunday Ilechukwu was working in his office when a policeman arrived, escorting two men. One of them said he needed a medical assessment: He had accused the other of making his penis disappear. As with [a previously discussed incident], this had caused a disturbance in the street. During Ilechukwu’s examination, he later recounted, the victim stared straight ahead while the doctor examined his penis and pronounced him normal. “Exclaiming,” Ilechukwu wrote in the Transcultural Psychiatric Review, “the patient looked down at his groin for the first time, suggesting that the genitals had just reappeared.” According to Ilechukwu, this was part of an epidemic of magical penis theft that swept through Nigeria between 1975 and 1977. “Men could be seen in the streets of Lagos holding on to their genitalia either openly or discreetly with their hand in their pockets,” Ilechukwu wrote. “Women were also seen holding on to their breasts directly or discreetly, by crossing the hands across the chest . . . Vigilance and anticipatory aggression were thought to be good prophylaxes. This led to further breakdown of law and order.” During an incident, the victim would yell: “Thief! My genitals are gone!” Immediately, a culprit would be identified, apprehended by a crowd, and often killed. …but it’s been making up for lost time. Bures was able to find and interview one previous penis theft victim, plus the friend of another. Both described similar stories: someone had bumped up against them under weird circumstances, they immediately noticed their penis was much smaller than usual, they called out the culprit, and - apparently because the witch involved didn’t want to get in trouble - their penis was restored. Whatever weird itch this topic had given Bures, this didn’t satisfy him. He writes, very lucidly, about a desire to get closer to “the story”. He started bumping up against random Nigerians in suspicious ways, hoping one of them would accuse him of stealing their penis. Bures was an obvious foreigner, and a these panics often resulted in the suspected penis-stealer getting lynched, so this was a crazy thing to do. He could easily have died. Instead, everyone politely ignored him, nothing happened, and a slightly-disappointed Bures flew back to his poor family and abandoned his weird obsession. III. …for four years. After that the bug bit him again and he flew to Asia, long a center of penis-stealing witch activity. There are nature documentaries on lions, dolphins, even dinosaurs. They all share a common pattern: you talk about your subject’s habitat, their diet, their behaviors. The Asian half of The Geography Of Madness has the feel of a nature documentary on penis-stealing witches. And the last beat of every nature documentary has to be: this majestic creature, which once roamed from one end of the region to the other, is now endangered, threatened by increasing globalization and industrial activity. This is true for the witches also. Bures’ time in Hong Kong was a bust. There was a penis theft panic there forty years earlier, and he was able to interview some of the doctors who treated it. But they all said that was long ago. Now everybody is Westernized and has Western fears like vaccine injury or structural racism. They get Western mental disorders like depression and anorexia. The idea of witches stealing their penises seems as risible to them as it probably does to you. Singapore was also a bust. Bures had hoped it wouldn’t be, because it’s full of Malaysians, and Malaysia holds a special place in history as the spot where penis-stealing witches first made contact with Western science. The Malaysian word for the condition is koro (it means “head of a turtle”, based on an analogy to the penis retracting into the body the same way a turtle’s head retracts into its shell), and it is by this name that the condition gets listed in the DSM and the rest of the medical literature. Neither I nor Bures was able to find many ethnic Malays worrying about koro; most of the activity seems to be from Malaysian-Chinese. The Chinese definitely worry about it, attributing it to a wide variety of causes including poisoning, yin-yang imbalance, and - yes - witches. But Bures found nothing among any ethnicity. Once again, all the doctors said it used to be common, but disappeared as the city industrialized and adopted Western ways. Guangzhou was also a bust. The doctors said the same thing - in the old days, there would be huge epidemics of koro, social contagions that would impact hundreds of people at once. Now only a few superstitious rural people still believed. One traditional healer said he saw “three or four” cases a year. All the educated people had moved on. I once saw a nature documentary on Tasmanian tigers. Most people believe these have been extinct since 1930. Still, there are occasional unconfirmed sightings, especially in a remote area called Cape York, and every so often some scientists trudge off to Cape York with traps and cameras in the hopes of getting lucky. Bures decides end his own nature documentary with an expedition to the Cape York of the penis-stealing witches. This is a remote island village in China called Lin’gao, where in 1984: . . . rumors spread of a fox ghost - sometimes disguised an old woman roaming the land—collecting penises in covered baskets she carried on a shoulder pole. When two young men approached her and told her to uncover the baskets, they looked inside, saw that the baskets were filled with penises and died instantly of fright. Panic about koro would hit a village and last three to four days. When residents heard about a case in a neighboring village, the panic would subside, since that meant the ghost had moved on. The attacks slowly made their way around the island. The ghost struck at night, when villagers were sleeping. A chill would creep into the room, and suddenly the victim would feel his penis shrinking inward. He would grab it and run outside for help. A twenty-eight-year-old office worker was at home one night when: > “ . . . he heard a gong being beaten and the terrifying noises made by people who were panicking in a nearby neighborhood. He suddenly became anxious and experienced the sensation that his penis was shrinking. He was seized with panic and shouted loudly for help. Several men in the neighborhood rushed in and tried to rescue him by forcefully pulling his penis and making loud sounds to chase away the evil ghost that was thought to be affecting him.” Neighbors and family members were enlisted in rescue operations. Victims were beaten with sandals and slippers while the middle finger of their left had was squeezed, so that the ghost could exit the body there. The epidemic engulfed the island, with the exception of the Li and Miao minorities, who seemed to be immune to such fears. Researchers estimated that between 2,000 and 5,000 people were affected, but that “no one died from genital retraction.” One baby, however, did die when his mother tried to feed him pepper juice, and a girl was beaten to death during a two-hour exorcism. “Numerous men suffered injuries to their penises as a result of ‘rescuing’ actions.” Iron pins were sometimes inserted through the nipples of women to prevent retraction, which caused infections as well. This was, as far as anyone knows, the last great koro epidemic in Asia. Bures had a terrible time getting to Lin’gao. He had equal trouble getting an interpreter; the natives spoke a language called Be, very distantly related to Thai but not at all to regular Chinese. Finally he found someone who was able to contact a local shaman. Like any good doctor, the shaman referred him to a specialist - in this case, the designated anti-ghost shaman, who lived in a different village. He spent most of his time off on various ghost-fighting missions, but eventually Bures and his team were able to track him down. I want you to picture the scene. An American journalist has been traveling the world in search of a dying variety of witchcraft. Now he’s reached the end of the line, the wildest and most primitive region of China. With great difficulty, he has procured an interpreter. Together, they consult a shaman, who sends them on a quest to find a second, wiser shaman who specializes in ghosts. After many trials and tribulations, he reaches the second, wiser, ghost-specialist shaman, who invites him into his home, filled with strange charms and magical images. “Tell me your question,” says the shaman. And Bures asks: “What do you know about penis-stealing witches?” . . . and the shaman answers: “Haha, no one believes in that stuff anymore.” IV. So as a nature documentary, The Geography of Madness is kind of a bust. Still, Bures rescues it with some great analysis of culture-bound mental illness. A culture-bound mental illness is one that only affects people who know about it, and especially people who believe in it. Often it doesn’t make sense from a scientific point of view (there’s no such thing as witches, and the penis can’t retract into the body). It sometimes spreads contagiously: someone gets a first case, the rest of the village panics, and now everyone knows about it / believes in it / is thinking about it, and so many other people get it too. Different cultures have their own set of culture-bound illnesses. Sometimes there are commonalities - many cultures have something something penis something witches - but the details vary, and a victim almost always gets a case that matches the way their own culture understands it. THESE PEOPLE ARE NOT MAKING IT UP. I cannot stress this enough. There are plenty of examples of people driving metal objects through their penis in order to pull it out of their body or prevent the witches from getting it or something like that. There is no amount of commitment to the bit which will make people drive metal objects through their penis. People have died from these conditions - not the illness itself, which is fake, but from wasting away worrying about it, or taking dangerous sham treatments, or getting into fights with people they think caused it. If you think of it as “their unconscious mind must be doing something like making it up, but their conscious mind believes it 100%”, you will be closer to the truth, though there are various reasons I don’t like that framing. In Rajasthan, India, people come to the hospital with gilahari (lizard) syndrome. Patients say a lizard-like mass, sometimes visible as a skin swelling, is crawling around the body. They express terror that it will reach their airway and suffocate them. Japanese people may contract jikoshu-kyofu, a debilitating fear that they have terrible body odor. No amount of reassurances by friends and psychiatrists can convince these people that they smell normal, nor will any number of deodorants or perfumes make them comfortable. The French suffer from bouffée délirante, where a perfectly healthy person suddenly becomes completely psychotic, with well-formed hallucinations and delusions - then recovers just as suddenly, sometimes over hours or days. This is not how psychosis works anywhere except France and a few former French colonies. Traditional Chinese medicine monitors the balance between yin and yang. The male orgasm can deplete yang, and sure enough in China (but nowhere else) some men suffer traditional symptoms of yang depletion after they orgasm. “The symptoms can last weeks to months after a single orgasm, [and include] chills, dizziness, [and] backache”. The phrase “run amok” comes from Malaysia, where it referred to a specific phenomenon: some person who had been unhappy for a long time would suddenly snap, kill a bunch of people, then say they had no memory of doing it. Malaysian culture totally rolls with this and doesn’t hold it against them; the unhappiness is a risk factor for possession by a tiger spirit, which commits the killings. Although Malays have been doing this since at least the 1700s, there are some fascinating parallels with modern US mass shootings that suggest the damn tiger spirits have finally made it to the US common psychological origins. I have seen exactly one demonic possession case in my ten years as a psychiatrist. The man fell to the ground, mouth foaming, chanting strange syllables and the names of Biblical demons. My attending doctor at the time - one of those people who somehow manages to be an expert in everything - was an expert in demonic possession, and told us that he was in no way psychotic, antipsychotics wouldn’t help him (except insofar as they help everyone by decreasing all behaviors), and he needed to “work through his issues”. The patient was uncooperative - he was only visiting MDs because the local bishop wouldn’t call in an exorcist until he got a psych exam - and eventually left against medical advice. After going down the list, Bures asks the correct next question: how do we know whether or not our own mental illnesses are just as culture-bound as the Japanese or Malaysians’? Cultures that believe in witches have witch-related culture-bound illnesses; cultures that believe in demons have demon-related ones. We believe in science, so we should expect sciencey-sounding culture-bound illnesses, and these might be hard to tell apart from other, more physical conditions. So how suspicious should we be, and of what? Certainly we have some culture-bound mental illnesses. Electromagnetic hypersensitivity is a condition where some people supposedly become very sick when exposed to electromagnetic fields (like from cell phones). This sounds very scientific and makes perfect sense according to our culture, but researchers have found that placebo electrical devices make them exactly as sick as real ones, and that devices they don’t know about don’t make them sick at all. These people’s pain is real, and their lives are very difficult (although a few have found refuge in the National Radio Quiet Zone, an area in Virginia where the government enforces a ban on electromagnetic transmissions for secret military reasons). But their condition only afflicts them because they believe in it, much like with koro. Fine, everyone knows that one’s not real. What about DSM-style mental disorders, the stuff everyone’s supposed to believe in? Are those culture-bound? Unfortunately, I think Bures kind of flubs this section. He decides to focus on PMS (premenstrual syndrome), which is officially included in the DSM as PMDD (premenstrual dysphoric disorder). After discussing the history of hysteria, he writes that: Today, hysteria is never diagnosed, except by unwise husbands. In 1931, however, an American gynecologist named Robert Frank revived the idea in a new guise. He published an article titled, “The hormonal causes of premenstrual tension.” Frank described symptoms that occurred in the week before menstruation: irritability, bloating, fatigue, depression, attacks of pain, nervousness, restlessness, and the impulse for “foolish and ill considered actions,” due to ovarian activity. Again, the cause was the uterus. Then in 1953, British physician Katharina Dalton elaborated on this, arguing the condition came from fluctuation of estrogen and progesterone. She called it Premenstrual Syndrome, and soon symptoms grew to include: anxiety, sadness, moodiness, constipation or diarrhea, feeling out of control, insomnia, food cravings, increased sex drive, anger, arguments with family or friends, poor judgment, lack of physical coordination, decreased efficiency, increased personal strength or power, feelings of connection to nature or to other women, seizures, convulsions, asthma attacks, not to mention flare ups in asthma, allergies, sinusitis, anxiety disorders, irritable bowel syndrome, migraines, and multiple sclerosis. If any of these symptoms occurred in the second half of the menstrual cycle, one had PMS. Estimates of the number of women afflicted ranged from 5 percent to 95 percent. In the 1980s, three women in the UK were tried for arson, assault and manslaughter. The three all claimed they had diminished responsibility due to PMS, and got reduced sentences on the condition that they underwent hormone treatment. After that, according to one study, American women flooded doctors with requests for help with their PMS. “Popular groups like PMS Action were founded to promote recognition and treatment of PMS by medical professionals. Private PMS clinics began to appear in the USA, modeled after those in the UK, and progesterone therapy was enthusiastically adopted, much to the chagrin of many gynaecologists who viewed its use as ‘unscientific’ and ‘commercial’, not to mention unlicensed." Based on all this, the 1987 version of the DSM-III included a new category: Late Luteal Phase Disorder (luteal refers to progesterone). It was proposed as a topic for further research, but despite the absence of such research, it was included in the 1994 edition of the DSM-IV under the name Premenstrual Dysmorphic Disorder, or PMDD.96 In 2013, in the DSM-5, it was given its own category as a full-fledged mental illness. Yet neither PMS nor PMDD occur in most cultures. There are no biomarkers to measure them by. No conclusive correlation has ever been found between estrogen or progesterone levels and PMS. As one study noted, “the more time that women of ethnic minorities spend living in the United States, the more likely they are to report PMDD. Thus, if we are to accept PMDD as a reified medical disorder, then we must also accept exposure to U.S. culture as a risk factor for contracting PMDD.” If it is a syndrome at all, it’s a cultural one. I asked my wife what she thought of this, and she told me: The day before her first-ever period, as a teenager, when she had never really thought about PMS, she felt exceptionally weird, emotional, and generally off, to the point where it seemed to demand an explanation. Then she had her first-ever period, and retroactively explains it as PMS.
Inline links: source, my review of the, Geography Of Madness, Be, gilahari (lizard) syndrome, jikoshu-kyofu, bouffée délirante, suffer traditional symptoms of yang depletion, run amok, Electromagnetic hypersensitivity, National Radio Quiet Zone
She reminded me that yesterday she was unusually grumpy, so much so that she had apologized to me for it and tried to come up with explanations - and then later yesterday she had her period. Meanwhile, Bures’ counterargument is - what? That it sounds kind of sexist to accuse female hormones of making women overly emotional? Hasn’t he ever heard of stereotype accuracy? That people asked their doctors to be treated for it more often after they knew it was considered a medical condition, and was treatable? That seems to have a much simpler explanation! That there are no biomarkers? There are inconsistent biomarkers that work sometimes but not other times, just like for schizophrenia, epilepsy, cancer, and half the other conditions in medicine. That these conditions don’t occur in most cultures? From here: A World Health Organization (WHO) study on menstruation (1981) surveyed 5,322 women from Egypt, India, Indonesia, Jamaica, Korea, Mexico, Pakistan, Philippines, United Kingdom and Yugoslavia. . . The majority of women in all cultures report some premenstrual physical discomfort in addition to negative mood changes, however fewer women report mood change than physical change. The main cross-cultural difference was in the prevalence of specific symptoms. Immigrants to the United States report more PMDD the longer they’re here? True (source), but it’s a matter of degree, and seems more true of the PMDD diagnosis than specific symptoms. The diagnosis requires impairment, which is subjective. I imagine an immigrant from a culture where mental disorders are unthinkable - something that only happens to a few psychos in asylums - and where you work 12-hour days in sweatshops. Someone asks her “hey, has this mental disorder ever prevented you from working?”, and she says no, because obviously you grit your teeth and work through the symptoms. And I imagine an American seeing the same question and saying “Yeah, I did decide I had to take a couple of sick days because of that.” I’m not saying this definitely happened, just that it’s a possibility. Meanwhile, this entire area of study is a mess. The “PMDD is culture-bound” hypothesis was originally invented by feminist scholars trying to argue that the diagnosis was a sexist attempt to pathologize women as overemotional and untrustworthy (this is also where Bures got his “it’s just hysteria by a different name” idea). See for example here and here, the second of which says that “the feminist argument is that if women are angry/distressed, it is for good reason, not due to pathology”. Bures somehow swallowed and repeated this, and then some feminists on Vox wrote an article attacking him as a “male writer” who was denying women’s lived experiences of PMS and stereotyping them as stupid and gullible. Neither side has an argument beyond “I can think of a reason it would be sexist for people to disagree with me” and neither side will acknowledge that the other side is also feminists basing their argument entirely on how it would be sexist to disagree with them. Everything in every area of social science has been like this for at least the past twenty years. But also, this highlights the difficulties with declaring something culture-bound. How do you know if something’s culture-bound, vs. people don’t notice it or mention it if they don’t have a name for it? How do you know if something’s culture-bound vs. some cultures consider it too embarrassing or taboo to think about? How do you know if something’s culture-bound, vs. people will go to doctors about it if they think doctors can treat it, and otherwise they won’t? I’ll discuss these questions more later, but I want to finish Bures’ argument. He gestures at a few other possible candidates for culture-bound mental disorders, including repetitive strain injury and chronic pain. But he quickly moves on to a long section that tries to establish the reality of “voodoo death”, ie the thing where if you believe you are going to die hard enough, you actually die. I think most arguments for voodoo death are pretty bad, and I didn’t find Bures’ convincing. But bonus points for referencing a study claiming that chronically stressed people only die at higher rates if they believe chronic stress is bad for them, and if not then they don’t (this is not really how I interpret the abstract, but I haven’t looked closely) Is it weird to stay on the crazy train long enough to agree that cultural effects are strong enough to make you think witches are stealing your penis, and then get off it once people start talking about voodoo death? I think no - these are very different situations. Believing in koro can make you hallucinate that your penis is shrunken or gone, but no belief, however strong, can (directly) remove your penis itself. Culture → beliefs is fine; culture → reality is a step I’m not willing to take. V. Since I rejected Bures’ PMDD example, I want to digress to what I think is a stronger argument: anorexia, which Ethan Watters discusses in his book Crazy Like Us. Anorexia was mostly unknown in the West, until becoming “trendy” in the mid-1800s. During that period, doctors reported high prevalence of anorexia among “hysterics”, but the fad ended after about ten or twenty years, and it went back to being basically unknown. In 1983, famous singer Karen Carpenter died of anorexia, thrusting it back into the national news, and suddenly lots of people (in the West) were anorexic again. Meanwhile, foreign doctors who trained in the West went back to their home countries, searched far and wide for it, and found almost nothing. The few cases they did see didn’t resemble the typical Western version at all - for example, one Hong Kong psychiatrist was able to find a woman who refused to eat out of grief when a boyfriend left her, but she didn’t think she was fat, or feel any cultural pressure to be thinner. The absence of anorexia abroad was especially surprising since anorexics tend to end up in the hospital with extremely noticeable malnutrition that doesn’t really mimic anything else. It’s not really possible to hide severe anorexia the way you can hide severe depression. In 1994, Hong Kong got its own Karen Carpenter - a young girl died of anorexia, setting off a national panic and many public awareness campaigns. Near-instantly, anorexia rates shot up to the same level as the West, with the appropriate number of people presenting to hospital ERs with severe malnutrition. This story raises a lot of questions. For example: where did the first anorexics (Karen Carpenter, the girl in Hong Kong) come from? Why anorexia and not something else? And how come knowing about anorexia makes it spread so quickly? VI. Past this point I’m using this review to discuss my own thoughts, not Bures’ or Watters’. “Culture-bound” is less all-or-nothing than you’d think. Look hard enough, and you’ll find people having “culture-bound syndromes” from cultures they’ve never heard of. Ntouros et al in Thessaloniki describe “koro-like symptoms in two Greek men”. One, a paranoid schizophrenic: . . . reported for the first time a sensation that his penis retracts into the abdomen and a fear that it will subsequently be lost. This would be accompanied by anxiety and sadness pertaining only to the loss itself. He would then proceed to search manually for his penis and masturbate. No pleasure was gained by masturbation, but the anxiety would be lifted. Romero et al describe a case of koro in "an intellectually disabled Caucasian patient" in Spain. They write that "although it is widely regarded as an epidemic in South-east Asia, there are some isolated cases in other cultures as well." Wilson and Agin describe a 29 year old white male from New York, "not exposed to the Chinese culture”, who went to the doctor with a five month history of worrying that his genitals were retracting into his body: Sometimes, he would manually reaffirm the presence of his genitals. Occasionally he would, in private, remove his garments and visually confirm the presence of his genitals. On one occasion, while taking the train home from work, he experienced an acute exacerbation of these symptoms. His pain increased from 3/10 to 10/10, and he felt as if his genitals had fully retracted within his belly. Upon reaching his hometown, he immediately went to the local hospital emergency room where examinations for inguinal hernia, urinary tract infection, proctitis, prostatitis, and testicular disorders proved negative. He improved significantly on the anti-anxiety medication desipramine. Chowdhury surveys the evidence on koro and divides the condition into two types: culture-bound and non-culture-bound. The culture-bound type usually goes in large epidemics, hundreds to thousands of people, in koro-believing parts of Africa and Asia; the victims were usually previously psychologically normal. The non-culture-bound type hits a few scattered individuals, is not contagious, and can happen anywhere - Greece, Spain, America. Some patients are psychologically normal, but there are a disproportionate number of schizophrenics, drug users, brain damage victims, and other previously-mentally-ill people. Other culture-bound illnesses seem to be like this too. Running amok has been big in Malaysia for 300 years. The Columbine shooters seem to have been autocthonous American cases, equivalent to that one New Yorker who got koro - before their fame inscribed amok onto the US collective consciousness the same way Karen Carpenter’s inscribed anorexia. Japan’s jikoshu-kyofu affects occasional victims in the US under the name olfactory reference syndrome. Watters admits there were a tiny handful of unusual anorexia cases in Hong Kong before Westernization. And even that Indian there’s-a-lizard-in-my-skin condition differs only in species from delusional parasitosis. Delusional parasitosis - the false belief that you are infested with parasites and can feel them crawling in your skin - is actually an especially interesting case. Two groups are disproportionately represented among patients: menopausal women and cocaine addicts. Relatedly, two biological conditions that can sometimes cause weird skin sensations that feel like crawling insects are . . . menopause and cocaine use. So there’s no mystery here. But, also represented among delusional parasitosis patients are the roommates and family members of these people. The index case hallucinates insects for a well-understood biological reason; their close contacts hallucinate insects through social contagion. So a unified theory of these conditions might be: Some people have the condition for a normal biological or psychiatric reason. For example, someone might believe a lizard is crawling under their skin because they use cocaine, which causes hallucinatory crawling sensations. Or someone might believe their penis is missing because they’re schizophrenic, which makes them naturally hallucination-prone.
Inline links: stereotype accuracy, inconsistent biomarkers that work sometimes but not other times, here, source, here, here, and then some feminists on Vox wrote an article, chronic pain, are pretty bad, a study, Ethan Watters discusses in his book, Ntouros et al, Romero et al, Wilson and Agin, surveys the evidence, olfactory reference syndrome, delusional parasitosis
Highlights From The Comments On Geography Of Madness
February 27, 2023 · Original source
The other culture-bound illness I mentioned on the post was shenkui, a Chinese condition where people who believe in yin and yang feel like orgasming depletes them of vitality. But isn’t this pretty similar to r/NoFap? I imagine that before there was Reddit, there were a lot of Westerners individually thinking “I feel worse and sicker every time I masturbate”, but never mentioning it because nobody wants to hear about your masturbation habits.
Inline links: r/NoFap
Seriously, there was a very similar episode in The Geography Of Madness. A Chinese school was having a few cases of koro, and:
OpenAI's "Planning For AGI And Beyond"
March 01, 2023 · Original source
“The good people” (usually the people making this argument are referring to themselves) currently have the lead. They’re some amount of progress (let’s say two years) ahead of “the bad people” (usually some combination of Mark Zuckerberg and China). If they slow down for two years now, the bad people will catch up to them, and they’ll no longer be setting the pace.
Against Ice Age Civilizations
March 03, 2023 · Original source
Zhengzhou, the capital of the Shang in ancient Chinese, would survive.
The top 80m of the Great Pyramid would rise above the waterline, forming a little island. The part of the Pyramid above the water would still be taller than the entire Leaning Tower of Pisa. It would be pretty hard to miss! So a 120m sea level rise wouldn’t be enough to wipe out evidence of our crop of ancient civilizations, and shouldn’t be enough to wipe out evidence of a previous crop, unless they had a very different geographic distribution than ours. Argument 2: Where Are The Crops And Livestock? We can do genetic analysis of crops and livestock, compare them to wild plants and animals, and make good guesses about where and when they were domesticated. Wheat was domesticated somewhere around Karaca Dag, Turkey, around 9000 BC. Barley was domesticated somewhere around Jarmo, Iraq, around 9000 BC. Cows were domesticated somewhere around Cayonu Tepesi, Iraq, in 8500 BC (then a second time, in Pakistan, later on). Rice was domesticated in two places in China around 10,000 BC. All of these crops were invented exactly where the standard historical narrative says there were late pre-agricultural people of exactly the type who would domesticate crops. They spread at about the same rate as sedentary living in general, monuments, and other signs of complex civilization. The only known exception is Gobekli Tepe, a megalithic site in Turkey, which may very slightly predate known agriculture. But it also might very slightly post-date known agriculture, or exactly-date known agriculture (it’s just sixty miles from Karaca Dag, and it would make sense if they were the people who domesticated wheat). That one anomaly aside, there’s a very tight agriculture <—> things that seem to require agriculture coupling. So if there were Ice Age civilizations, what did they eat? It couldn’t have been any of our known crops, which post-date them. Could it have been their own crops, which were later lost? Seems unlikely. Throughout most of history, civilizations have risen and fallen, but they don’t lose agriculture! The empire divided longs to unite, the empire united longs to divide, but the Chinese never fragmented so hard that they forget how to cultivate rice and rice went extinct. Maize has survived nine millennia of rising and falling bloodthirsty Mexican empires. Almost everyone in the Amazon died in the 1500s when European diseases swept through, but they still left us manioc, squash, and chiles. Could Ice Age civilizations have thrived without domesticating any plants? We increasingly realize that agriculture isn’t all-or-nothing, there’s a spectrum from picking wild plants when you come across them to domestication, irrigation, and the full suite of agricultural technologies. It wouldn’t surprise me if some combination of early-non-domestication-involving agriculture and hunting-gathering off of very rich lands could create enough sophistication to build a Stonehenge or a Gobekli Tepe. But you’re not getting Egypt or Great Britain off of that, sorry. Argument 3: Lead Levels Thanks to commenter WTFwhatthehell for bringing this one up. Many ancient civilizations mined lead. Some of the lead made it into the atmosphere and settled down again in other places. You can measure the amount of lead in different places to see how much lead humans are mining. This isn’t perfect - the resolution is closer to continental than global - but you can check lots of different continents and get an okay reading. This paper finds lead levels started rising 1000 BC, which it links to the Phoenician expansion happening around that time. In theory, this could suggest that no ancient civilization reached a tech level where it started mining lead, ie the tech level the Phoenicians had in 1000 BC. This is in theory only, because I can’t find a clear record of anyone checking. I assume ice core scientists would have noticed if it happened, but there’s no publicly available dataset with lead levels 10,000 years before present, nor is there a paper titled “We Checked To See If There Were Anthropogenic Lead Emissions In 10,000 BC And There Definitely Weren’t”. Here is a paper that looks at lead level in human bones. They don’t do a great job explaining how lead makes it into human bones, but it seems like a mix of the kind of lead pollution that makes it to Greenland ice cores, plus personally wearing or consuming things that have touched lead. This study investigates skeletons from 12,000 BC onwards, and finds that lead levels start rising in 5,000 BC, when people developed “cupellation”, a technique for using lead to purify gold and silver (it then goes up much further between 1000 - 500 BC, probably the same spike the Greenland cores found). So this presents some very weak evidence against significantly elevated lead from 12,000 BC onward. But it doesn’t rule out small amounts of lead mining far away from the bones’ previous owners, and doesn’t rule out a civilization lasting from 15,000 - 13,000 BC. A Great Britain-level civilization would be expected to raise lead levels a lot, and this pretty strongly rules it out. I would expect an Egypt-level civilization to at least invent cupellation, but I don’t know if its lead would necessarily make it to wherever these bones came from. A Stonehenge or Gobekli Tepe level civilization isn’t ruled out at all. Conclusion I think there’s pretty strong evidence against lost Egypt- or Great Britain- level Ice Age civilizations. I don’t want to rule out a lost Stonehenge or Gobekli Tepe level civilization, but there’s not much positive evidence, and there’s some negative evidence. Stonehenge was built by Neolithic farmer-pastoralists, who had lots of domesticated crops and animals. Gobekli Tepe was built right next to the area where wheat was domesticated at around the same time. Existing early monuments mostly suggest a story where sedentary city- and temple- building civilizations either require domesticated agriculture, or invent it very quickly. None of this means Ice Age people didn’t have fascinating cultures of their own which were advanced in other ways - interesting laws, taboos, mythologies, customs, oral traditions. Tyler Cowen says that everything started earlier than you think, and this is what we’ve been finding about various forms of human culture too (cf. Against The Grain, The Dawn Of Everything). I just don’t expect lost Ice Age cities or giant monuments. I think Michael Shermer’s attempt to argue the same case is weak, relies on a still-controversial rejection of the Younger Dryas Impact Hypothesis, and generally leans too much on the absurdity heuristic without moving the needle one way or the other. All of the following predictions are about structures on Earth built by homo sapiens without time travel: 20% chance we ever find something demonstrating equal or greater architectural advancement to Gobekli Tepe, dating from before 11,000 BC.
Inline links: Karaca Dag, Jarmo, Iraq, Cayonu Tepesi, Iraq, in two places in China, WTFwhatthehell, This paper finds lead levels started rising 1000 BC, https://substackcdn.com/image/fetch/$s_!rPgI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6265c4a7-a563-477c-afbc-7b3c9b8dd73e_1280x1247.jpeg, Here is a paper, https://substackcdn.com/image/fetch/$s_!SS8H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b5de41a-38d8-4145-821d-5e2f6d2de228_534x215.png, Against The Grain, The Dawn Of Everything, Michael Shermer’s attempt to argue the same case, Younger Dryas Impact Hypothesis
Most Technologies Aren't Races
April 05, 2023 · Original source
“Wouldn’t Xi Jinping put people in camps?” Why? He put the Uighurs in camps because he was afraid they would revolt against Chinese rule. Nobody can revolt against someone who controls a technological singularity, so why put them in camps?
Some people argue against delaying AI because it might make China (or someone else) “win” the AI “race”.
The most consequential “races” have been for specific military technologies during wars; most famously, the US won the “race” for nuclear weapons. America’s enemies got nukes soon afterwards, but the brief moment of dominance was enough to win World War II. Maybe in some sense the British won a “race” for radar, although it wasn’t a “race” in the sense that the Axis knew about it and was competing to get it first. Maybe in some sense countries “race” to get better fighter jets, tanks, satellites, etc than their rivals. But ordinary mortals don’t concern themselves with such things. No part of US automobile policy is based on “winning the car race” against China, in some sense where consumer car R&D will affect tanks and our military risks being left behind.
Highlights From The Comments On Housing Density And Prices
May 10, 2023 · Original source
1. Comments About Whether Density Causes Desirability 2. Comments About Jobs And Amenities (And Not Density Per Se) Producing Desirability 3. Comments About Chinese Ghost Cities 4. Comments Accusing Me Of Not Considering Tokyo, Even Though I Included A Section In The Post On Why I Didn’t Think Tokyo Was Relevant 5. Comments Accusing Me Of Not Understanding Economics 6. Comments By Famous People Who Potentially Have Good Opinions 7. My Final Thoughts + Poll
Makeshift housing in a North Dakota oil boom town (source) If each person creates half a job, the original 1,000 oilmen attract 500 service workers, those 500 attract another 250, and so on until population stabilizes at 2,000 people. In this model, if there are fewer than 2,000 houses in the town, demand exceeds supply (no matter what is going on in the rest of the country), but if there are more than 2,000, supply exceeds demand. So if we imagine Google’s presence as an oil-like resource, the extra demand for housing in the Bay should gradually decline: at some point, you will have finished housing the Google workers and the service workers who support them. But this isn’t right either, because Google isn’t a natural resource - it’s a company founded by Bay Area residents. If you got more Bay Area residents, you would (with some delay) get more Googles. Or: Austin gets lots of jobs from Tesla. Tesla wasn’t founded by Austinites. But it moved to Austin when it became a known “tech hub”, ie a place with lots of tech companies and tech employees. It wouldn’t have moved to Austin if Austin was still an uninhabited plain or a one-horse town. So as Austin got bigger, it attracted more tech companies. So in both the Bay Area case and the Austin case, having more people attracted more tech companies, either because the residents themselves found the company or because the company gets attracted to this newly bustling city. Potential counterargument: Each new Bay Area resident gives the Bay another lottery ticket to found the next Google. If having the first Google gets it an extra 1 million people, but there are 300 million people in the US, then those extra 1 million only give it a 1/300 chance of winning the next lottery. So even though the Bay Area won the lottery once, and this made it have high demand, this doesn’t mean the high demand will cause it to win more lotteries. If you win the lottery once, spend all your winnings on more lottery tickets, and keep doing this forever, you haven’t invented an infinite money printing machine, eventually you’ll just lose. Potential counter-counter-argument: the Bay got Google, and Facebook, and Apple, and . . . so these can’t all be separate lotteries. I think you should probably model it as a high-level lottery to become the next hub of a tech-sized industry, plus many low-level lotteries where once you’re the tech hub, you’re attracting lots of techies, and each techie gives you a ticket in a lottery where the denominator is the number of techies to found the next big tech company. And the Bay might have half the US’s techie population. So maybe here there is a self-sustaining lottery-winning cycle, at least until tech plays itself out and nobody wants any more tech companies. And that might take a long time. Tom (author of Tom Thought) writes: The primary drivers of demand for living in NYC are the specific opportunities available in NYC. It is true that on long time horizons, one of the reasons these opportunities have tended to collect in NYC is that it is a dense place. But those aren't the only reasons - NYC is much more important than other, bigger cities in other parts of the world for complex historical reasons. Even if a catastrophe were to wipe out half the city, there would still be a great deal of demand to live near important institutions like Broadway, Wall Street, Port of NY & NJ, Columbia, etc (assuming those institutions survived the catastrophe). Increasing the number of housing units has a very mechanical impact on how many people can live in the place. But it has only a second-order impact on the types of institutions that drive demand to live in the city. People don't just generically crave to live near other people for the most part (a handful of urbanist freaks like myself excepted). The Bay Area is a great example of this. It is much less populated than other much cheaper cities. Density isn't why people want to live there - it's access to a specific culture and specific institutions. Demand for that is not simply a function of density - some people want to be part of Bay Area culture and others don't. Adding more units will induce some demand as a second-order effect, but will bring prices down as a first-order effect. To relate this to your model: we might be able to say that the country has a certain number of abstract "culture points" that have been allocated to different cities by various historical forces. Each culture point a city has increases demand to live in that city by a certain amount. Adding more people to the city may allow it to generate additional culture points over time, or acquire culture points from other cities, but this doesn't happen right away, and is determined by a host of factors other than just density. Under this model, we expect a place like NYC to always cost much more than North Dakota (since NYC possesses a large number of culture points), but we would also expect that adding additional housing units to NYC would bring costs down (since there are now additional housing units per culture point). Perhaps this process will over time allow NYC to steal away some culture points from Chicago, Boston, or other cities, but this is a secondary effect. This just seems to be passing the buck. Yes, people move to New York because it has Broadway, Columbia University, and Wall Street. Why does it have those things? Because one in every X New York citizens founds a good artistic/educations/financial institution, and New York has a large population of employees to work at those institutions and customers to patronize those institutions. If Conanicut Island had a population of 10 million people instead of Manhattan, there would be lots of great institutions on Conanicut and it would have more culture points. I don’t think it’s a culture-point game and population/density just sort of occasionally redistributes culture points, I think to a first approximation culture points just track population/density. Maybe they track the population/density of upper class people better than the total population/density, but I don’t think this is a big enough distinction to sink the argument. 3. Comments About Chinese Ghost Cities Some people brought these up as a good natural experiment: the Chinese really did try building millions of houses on their equivalent of a North Dakota plain. What happened? Jeremiah Johnson (author of Infinite Scroll) writes: You currently seem like you're at the stage of understanding the thought experiments pretty well, but not understanding them on a DEEP level. For example with your hypothetical, this has actually happened before! Kind of. China built a bunch of 'ghost cities' basically out of nothing, and while there was an initial craze of speculation and tons of investment and building... nobody went to live in those cities most of the time. And now they're deeply distressed assets worth basically nothing. When nobody actually lives in the ghost city, it doesn't matter that they have super dense housing. There's no demand. (the only reason they might be worth something is that the CCP very, very much does not want to pop their huge housing bubble and is likely to bail out some of the parties involved) Parmenides (author of Last House On The Left) writes: I think your mixing up the agglomeration effects of density, which is what induces the demand, and the housing supply. You can't just build a city and expect people to move in, China has tried that. But if you have the agglomeration effects of density and shortage of housing due to artificial constraints, which we have all across the US, then you get dense areas with high housing costs. sdwr writes: Think of China's ghost cities / apartment blocks. Prices surely can't be that high there. Maybe the answer is that developers are good at their job, and build supply where theres demand for it? But several other people object that although the Western press made a big deal about Chinese ghost cities a few years ago, it mostly just took a couple of years for people to move in, and now at least some of them seem to be thriving. For example, Michael quotes the Wikipedia article, Under-occupied Developments In China: Reporting in 2018, Shepard noted that "Today, China’s so-called ghost cities that were so prevalently showcased in 2013 and 2014 are no longer global intrigues. They have filled up to the point of being functioning, normal cities". Ash Lael writes: I'm sceptical of the Chinese "ghost city" phenomenon. I haven't explored the issue rigorously but my impression is that in areas that were previously dismissed as "ghost cities" like Ordos Kangbashi, the population is now large and growing. I think we in the west are so used to infrastructure bottlenecks and short sightedness and anti-construction policies that the idea of it being possible to build the housing and infrastructure to accomodate expected demand ten years in the future is completely foreign to us. Perhaps building brand new cities before they are even needed is what the YIMBY utopia looks like. See also Bloomberg: China’s Ghost Cities Are Finally Stirring To Life After Years Of Empty Streets. This wasn’t trivial. It looks like the Chinese government had to put in some work to make people move in, including opening good schools and universities there. Probably if they had just built apartments in the middle of the desert and nothing else, they would have stayed empty. But that’s even more of a reductio ad absurdum than the original ghost city plan. Kangbashi, China’s most famous ghost city. What are housing prices like in the ghost city? Again from Bloomberg: Sitting on the southern outskirts of Inner Mongolia’s Ordos City (population 2.2 million), Kangbashi was the archetypal ghost city 10 years ago, with barren boulevards and empty buildings standing forlornly in the desert. Local officials are adamant that things have changed. They say 91% of homes in the district are occupied. In fact, after a yearslong construction freeze, the government approved six housing projects in 2020 and expects 3,000 homes to be built by the end of this year. Apartments in a new development are selling for 9,500 yuan per square meter, and downtown they go for 15,000 to 16,000 yuan, according to Liu Yueyue, 28, a salesman at a new residential development in the district’s northeast. “Would houses in a ghost town sell at such high prices?” asks Liu. Half of his customers come from outside Kangbashi, and most are parents who want to send their children to the well-regarded local schools, he says. Looking at this list of real estate prices across Chinese cities, Kangbashi seems squarely in the middle - for example, Wuhan and Xian are also in the 15,000 - 16,000 range. I claim this supports my argument: surely twenty years ago, houses in this particular deserted corner of Inner Mongolia would have been dirt cheap (if any even existed). But if you build a city there, it becomes just as expensive as any other city! Here it’s very obvious that the density caused the high prices instead of the other way around. Still, the Chinese housing market is weird, with significant vacancies even in expensive, well-developed cities. Paul Botts: No official vacancy rates are published in China and no specific definition of it exists there. Various think tanks and researchers both within that country and elsewhere have published estimates ranging from as low as 11 percent to as high as 24 percent. Those estimates have been for varying samples of Chinese cities, have used various definitions of housing vacancy rate, etc. The best (as in most systematic) estimate yet produced has come from researchers at a university in Liaoning. They used night-time urban lightsheds captured by a new (2018 launch) Chinese satellite having a new level of light sensing technology which allows separating out light from parks and plazas. They covered a large sample (49 cities), and made their sample representative of city type, city size, regions within China, etc. They also crossed-referenced with local housing data to ensure accurate balancing of their sample and to confirm that the satellite was successfully identifying light coming from housing blocks. They found vacancy rates of just under 20 percent in China's Tier 1 cities, and found rates above 20 percent in 40 of the 49 cities. They found the highest vacancy rates in western and northeastern cities, which are also the newest ones; that finding is consistent with the hypothesis of significant numbers of recently-built ghost cities. https://www.researchgate.net/publication/345092218_Housing_Vacancy_Rate_in_Major_Cities_in_China_Perspectives_from_Nighttime_Light_Data And Phil H (author of the blog Tang Poetry) writes: The price of housing in China has skyrocketed over the past few decades, as all those extra apartments have been built. I live in a pleasant but unremarkable southern city, and I paid London prices (about 4.5m yuan/$650k for a 1,300 sq ft flat). That seems to match Scott's hypothesis that high density leads to high prices. House prices here have risen much faster than incomes. They've risen in rural areas, too, but the increases in price in cities have been stratospheric. 4. Comments Accusing Me Of Not Considering Tokyo, Even Though I Included A Section In The Post On Why I Didn’t Think Tokyo Was Relevant I won’t name and shame people, but for example: You excluded Tokyo from your dataset. Tokyo has much higher density than SF and much lower price per sqft. Tokyo just kills this. Tokyo is bigger than New York and has significantly lower rent because they build more housing! This is in a wealthy country with even lower interest rates than the US. I don't think you have justified excluding non-US metros, like Tokyo, or Auckland. Doesn't this lead to the natural conclusion that there is a sufficient level of housing to build, and that the problem is that the USA's many metros are structured to prevent housing? It seems like you're just arguing that US metros are bad at building housing, which is also what Matt Yglesias is arguing. "Change my mind about housing, but don't mention Tokyo" is like saying "Change my mind about gun possession, but don't mention Switzerland." You can't test the effect of allowing new housing unless you're willing to look at cities that do, in fact, allow it. Tokyo and NYC both attract tons of new residents But Tokyo's housing rents have been stable, while NYC rents keep rising. Why? Tokyo has permissive housing construction laws. NYC makes building new housing almost illegal. Yes, dense cities are attractive, and that makes them get more dense over time. But it only makes them more expensive if you forbid new housing to keep up with the new residents. Tokyo! But I’m like the 10th person to bring it up… As I wrote on the original post (not even edited in! it’s been there the whole time!): I worry someone will bring up Tokyo as a counterexample. But I think Tokyo managed to build its way to low housing prices in the context of the rest of Japan also having good housing policy. Even if that isn’t true, Tokyo on its own is a quarter of the Japanese market, so it might be able to exhaust the entire pool of Japanese house-seekers by itself! That is, yes, you’re all correct that cities are only expensive in the context of more demand for city housing than the (NIMBY-constrained) city housing market can currently supply. You are all correct that if this problem were solved at the national level, then city housing would be cheap, and every additional city house would make it cheaper. My claim is that marginal changes - like Oakland building an extra 10,000 units, but everyone else staying the same - will most likely increase Oakland prices. Yes, if Oakland unilaterally built 50 million units, that would soak up the entire excess demand and probably lower prices everywhere (including Oakland). Yes, if the entire US switched to good housing policy at the same time, that would probably lower prices everywhere (including Oakland). But if we don’t do any of that stuff, and just build another 10,000 houses in Oakland, I think it would probably increase prices in Oakland. Some other people brought up that Japan has a declining population, and it’s much easier to have low house prices when your population is declining (compared to some previous time when number of houses presumably matched number of people), but ddd pointed out that people continue to migrate from the Japanese countryside to Tokyo, so its population continues to increase. Also, Mike (I’m stitching together two comments here): In a country with a declining population, you would expect that fewer homes are being built per capita because there's little to no competition for existing homes. But it's exactly the opposite! Japan builds far more homes per capita than the US does, despite their declining population […] As a result, the average Japanese home is very new and the average house is torn down and replaced after a relatively short 30 years. They're living in nice new homes for cheaper. 5. Comments Accusing Me Of Not Understanding Economics Maximum Limelihood Estimator writes: I think you're making a very common mistake here of confusing supply/demand with *quantity* supplied or quantity demanded. (This is very common! we teach students about this in micro 101 because it's so easy to make!) What you're seeing is that the quantity supplied is correlated with housing prices (true!). But this is very different from establishing that the supply curve--i.e. the amount of housing that would be produced at any given price, and what moves up/down when we regulate/deregulate supply--is positively correlated with price. Figuring out what supply curves look like is a lot less intuitive and requires some high-grade econometrics, which is why economists had to set up a whole commission just to study this particular problem (the Cowles Commission). In terms of resources for understanding how these concepts are different, a micro 101 textbook will cover this distinction. For the econometrics side of this, I've heard good things about Scott Cunningham's *Causal Inference Mixtape*, although I haven't personally used it. My claim is that increasing density within a city shifts the demand curve for housing within that city, because of increasing desirability. MLE later gets more on point: The effect you're discussing here is kind of real in a sense. When the marginal utility of housing increases for *other* people, density arguably becomes more desirable for me, which is kind of like the demand curve shifting up. These are called bandwagon goods and discussed here: http://econfac.bsu.edu/research/workingpapers/bsuecwp200804gisser.pdf In theory, the bandwagon effect could be so strong that parts of the demand curve are upward-sloping. Solutions like this are not, technically, prohibited by the laws of mathematics, just the laws of economics. (And arguably of physics--see paper for conditions where these kinds of bandwagon effects imply the amount of housing in the city would have to be negative). In practice, this effect exists but just can't overcome the normal, non-weird economics that says "making more of a good makes the prices fall." Again, I claim the existence of Manhattan vs. Conanicut shows that sometimes it does. I cannot find the words “housing”, “real estate”, or “land value” anywhere in that paper. Alex Poterack writes: There's two things going on here: confusing shifts in demand with movement along the demand curve, and getting causation backwards. You're assuming density causes prosperity, rather than prosperity causing density. There are ways the former can happen, but the bigger thing is that, for a wide range of historical reasons, you can make a lot of money in NYC and SF, so lots of people want to live there, so they get very dense. This is the prosperity shifting demand right, so at any given price, more people want to live there; this drives prices up, and they go higher the more fixed supply is. If you built a bunch of housing in Oakland, lots of people would move there because it's cheaper, which is movement along the demand curve; it's still the same number of people who want to live there at any price. Now, it's possible that the increased number of people living there makes the city more prosperous (this is the phenomenon of induced demand), which would shift demand right, but there are way more differences between NYC/SF and Oakland than just the density, so I don't think it would shift demand enough to offset this. In particular, if it's just a small increase in small, it's also a small increase in density, so there's almost no shift in demand (but there is movement along the curve). I still think this is missing my point, but I present it here in case anyone else is enlightened by it and wants to try further to convince me I’m making this mistake. 6. Comments By Famous People Who Potentially Have Good Opinions Scott Sumner is an economist and blogger; he writes: It is certainly the case that building more housing can make a city more desirable, and that this effect could be so strong that it overwhelms the price depressing impact of a greater quantity supplied. But studies suggest that this is not generally the case. Texas provides a nice case study. Among Texas’s big metro areas, Austin has the tightest restrictions on building and Houston is the most willing to allow dense infill development. Even though Houston is the larger city, house prices are far higher in Austin: Houston pretty much describes the “Oakland with more housing” outcome that Alexander views as somewhat far-fetched. Only in this case, it’s Austin with more housing. Alexander seems too quick to accept the, “If you build it they will come” idea—that you can build more housing and thereby boost demand so much that prices actually rise. I started the post with a graph of about 50 cities, showing a positive correlation between density and price. I’m having trouble seeing how Sumner’s point isn’t just “if you remove 48 of those cities and cherry-pick two, the relationship is negative”. My attempt to place Austin and Houston on the original graph, using Sumner’s data plus a few other things available online. Why weren’t they on there already? Maybe because the graph is metro areas and Sumner was talking about Austin and Houston as cities, but I’m not sure and agree this is confusing. Everyone knows Austin is more expensive than Houston because Austin is a trendy tech and culture hub and Houston isn’t (and relatedly, because Austin’s median family income is 50% higher than Houston’s). Unless someone wants to claim that its failure to build housing helped turn it into a trendy tech and culture hub, I don’t think there’s much point to this comparison. It’s true that Houston’s bigger size didn’t let it leapfrog over Austin to become a trendy tech and culture hub, which goes against some of what I claimed in the first part of this post. But I never claimed there would be a perfect 1-1 correlation between city size and trendiness, or that you could never find a pair of cities where one was bigger but the other was more trendy. Just that there would be a correlation. Moving on: Here’s the problem with this argument. It mixes up population change due to economic effects such as the benefits of agglomeration, with population changes due to regulatory changes such as less strict zoning. If you look at things this way, then the stylized facts work against Alexander’s argument. Over the past 50 years, increasingly strict zoning has reduced housing construction on big cities like New York and San Francisco. As a result, their populations have increased by less than in cities with less strict zoning, such as Houston. If Alexander were correct, then the price gap between the tightly controlled cities on the coast and the more laissez-faire cities of Middle America should have shrunk over time. Instead, the price gap has widened. New York and San Francisco were always more expensive than other cites, but with tighter zoning and less new construction the gap has become far wider. During the last fifty years, there was also deindustrialization and demographic sorting. This is just the Austin vs. Houston story all over again. Alexander is implicitly viewing this outcome as a “problem” for the city that builds more housing. They must sacrifice so that the rest of the country can gain. But in his scenario, Oakland is better off. Indeed if it were not better off, then why would more people choose to live in Oakland? In order for it to be true that building more housing boosts housing prices, it must also be true that the quality of existing houses (including neighborhood effects) rises by more than enough to offset the increase in supply. That means the new housing construction must make Oakland such a desirable place to live that the amenity effect overwhelms the quantity effect [...] Of course, economic change always has winners and losers. Here’s how I would describe the impact of allowing more housing construction in Oakland, in the unlikely event that this did raise housing prices: 1. America would benefit. 2. Oakland would benefit. 3. Poor people in America would benefit, in aggregate. 4. Affluent people in America would benefit, in aggregate. 5. Homeowners in Oakland would benefit. 6. Some renters in Oakland would benefit (from a more economically dynamic city.) 7. Some renters in Oakland would suffer from higher rents. In the much more likely case where new housing construction would lower prices, the impact described in #5 and #7 might reverse. Either way, there is no defensible argument for not building more housing in Oakland, regardless of the impact on price. If building more housing reduces its price, then there is a strong argument for allowing more housing construction. If building more housing raises its price, then the argument for more construction is even stronger. I agree with all this. Jeremiah Johnson is a co-founder of the Center for New Liberalism, host of the Neoliberal Podcast, and a YIMBY activist (not to be confused with Jeremiah “Liver-Eating” Johnson, who killed 300 Native Americans and ate their livers). He writes: Here's why you're wrong in a single sentence: Demand causes high prices, not new units. Prices are high in SF and NYC because those are desirable places to live for a huge number of people. People all over the country and the world would live there if they could, and prices reflect that. The fact that the densest cities are the most expensive is true. But the high prices are not caused by density - rather, the density and the high prices are both a consequence of crushingly high demand […] There's a feedback loop, but what matters here is the elasticity, which is less than one. We can measure this empirically. New housing lowers prices via the mechanism of adding supply, which is basic economics and how we expect markets to work. New housing could raise prices if it also made the city a more desirable place to live and shifted people's preferences, such that there was more demand to live there after the new housing is built. If you think it's unclear which of these effects would dominate, luckily we have empirical data that over and over and over shows adding housing supply does indeed lower prices on a local level. This is a fairly well established result that replicates well. edit: I'm actually thinking about drawing out the weighted DAG graphs here to make the conceptual stuff easier, but it would be pretty long. I'd love to do this as a guest post. I’m skeptical of the empirical results because they don’t match the much stronger “Manhattan vs. Conanicut island” empirical results, and if I try to think about why, the best explanation I can think of is that the Manhattan experiment has been going on longer (ie long enough for Manhattan’s extra residents to found businesses and institutions that attract new people). I’ve told him he can try pitching this guest post to me; in either case, I would be interested in seeing the graphs. Several other people also posted this graph that Johnson helped make famous: 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?)
Inline links: source, Tom Thought, https://substackcdn.com/image/fetch/$s_!86gT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5788a8dd-c5ee-4111-be67-9c1533f7410b_335x172.png, Infinite Scroll, writes, Last House On The Left, writes, writes, quotes, Under-occupied Developments In China, writes, China’s Ghost Cities Are Finally Stirring To Life After Years Of Empty Streets., https://substackcdn.com/image/fetch/$s_!AAuI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5d6a6159-a16f-45e3-b15a-e62cb2c73336_1200x900.jpeg, this list of real estate prices across Chinese cities, Paul Botts, https://www.researchgate.net/publication/345092218_Housing_Vacancy_Rate_in_Major_Cities_in_China_Perspectives_from_Nighttime_Light_Data, Tang Poetry, writes, ddd pointed out, Mike, Maximum Limelihood Estimator, gets more on point, http://econfac.bsu.edu/research/workingpapers/bsuecwp200804gisser.pdf, writes, writes:, far higher in Austin, https://substackcdn.com/image/fetch/$s_!tAF8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03f2b338-da84-4d85-b71c-0ce2e02e10e1_685x559.png, https://substackcdn.com/image/fetch/$s_!mLwn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cf942da-5716-49e8-a177-20140681e7fc_573x421.png, Center for New Liberalism, the Neoliberal Podcast, Jeremiah “Liver-Eating” Johnson, Johnson helped make famous, https://substackcdn.com/image/fetch/$s_!tg5t!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc490a60a-3e97-4b73-9806-79bb967b5172_608x550.png, Sea Ranch, some other commenters, Fresh Economic Thinking, wrote
Kangbashi, China’s most famous ghost city. What are housing prices like in the ghost city? Again from Bloomberg: Sitting on the southern outskirts of Inner Mongolia’s Ordos City (population 2.2 million), Kangbashi was the archetypal ghost city 10 years ago, with barren boulevards and empty buildings standing forlornly in the desert. Local officials are adamant that things have changed. They say 91% of homes in the district are occupied. In fact, after a yearslong construction freeze, the government approved six housing projects in 2020 and expects 3,000 homes to be built by the end of this year. Apartments in a new development are selling for 9,500 yuan per square meter, and downtown they go for 15,000 to 16,000 yuan, according to Liu Yueyue, 28, a salesman at a new residential development in the district’s northeast. “Would houses in a ghost town sell at such high prices?” asks Liu. Half of his customers come from outside Kangbashi, and most are parents who want to send their children to the well-regarded local schools, he says. Looking at this list of real estate prices across Chinese cities, Kangbashi seems squarely in the middle - for example, Wuhan and Xian are also in the 15,000 - 16,000 range. I claim this supports my argument: surely twenty years ago, houses in this particular deserted corner of Inner Mongolia would have been dirt cheap (if any even existed). But if you build a city there, it becomes just as expensive as any other city! Here it’s very obvious that the density caused the high prices instead of the other way around. Still, the Chinese housing market is weird, with significant vacancies even in expensive, well-developed cities. Paul Botts: No official vacancy rates are published in China and no specific definition of it exists there. Various think tanks and researchers both within that country and elsewhere have published estimates ranging from as low as 11 percent to as high as 24 percent. Those estimates have been for varying samples of Chinese cities, have used various definitions of housing vacancy rate, etc. The best (as in most systematic) estimate yet produced has come from researchers at a university in Liaoning. They used night-time urban lightsheds captured by a new (2018 launch) Chinese satellite having a new level of light sensing technology which allows separating out light from parks and plazas. They covered a large sample (49 cities), and made their sample representative of city type, city size, regions within China, etc. They also crossed-referenced with local housing data to ensure accurate balancing of their sample and to confirm that the satellite was successfully identifying light coming from housing blocks. They found vacancy rates of just under 20 percent in China's Tier 1 cities, and found rates above 20 percent in 40 of the 49 cities. They found the highest vacancy rates in western and northeastern cities, which are also the newest ones; that finding is consistent with the hypothesis of significant numbers of recently-built ghost cities. https://www.researchgate.net/publication/345092218_Housing_Vacancy_Rate_in_Major_Cities_in_China_Perspectives_from_Nighttime_Light_Data And Phil H (author of the blog Tang Poetry) writes: The price of housing in China has skyrocketed over the past few decades, as all those extra apartments have been built. I live in a pleasant but unremarkable southern city, and I paid London prices (about 4.5m yuan/$650k for a 1,300 sq ft flat). That seems to match Scott's hypothesis that high density leads to high prices. House prices here have risen much faster than incomes. They've risen in rural areas, too, but the increases in price in cities have been stratospheric. 4. Comments Accusing Me Of Not Considering Tokyo, Even Though I Included A Section In The Post On Why I Didn’t Think Tokyo Was Relevant I won’t name and shame people, but for example: You excluded Tokyo from your dataset. Tokyo has much higher density than SF and much lower price per sqft. Tokyo just kills this. Tokyo is bigger than New York and has significantly lower rent because they build more housing! This is in a wealthy country with even lower interest rates than the US. I don't think you have justified excluding non-US metros, like Tokyo, or Auckland. Doesn't this lead to the natural conclusion that there is a sufficient level of housing to build, and that the problem is that the USA's many metros are structured to prevent housing? It seems like you're just arguing that US metros are bad at building housing, which is also what Matt Yglesias is arguing. "Change my mind about housing, but don't mention Tokyo" is like saying "Change my mind about gun possession, but don't mention Switzerland." You can't test the effect of allowing new housing unless you're willing to look at cities that do, in fact, allow it. Tokyo and NYC both attract tons of new residents But Tokyo's housing rents have been stable, while NYC rents keep rising. Why? Tokyo has permissive housing construction laws. NYC makes building new housing almost illegal. Yes, dense cities are attractive, and that makes them get more dense over time. But it only makes them more expensive if you forbid new housing to keep up with the new residents. Tokyo! But I’m like the 10th person to bring it up… As I wrote on the original post (not even edited in! it’s been there the whole time!): I worry someone will bring up Tokyo as a counterexample. But I think Tokyo managed to build its way to low housing prices in the context of the rest of Japan also having good housing policy. Even if that isn’t true, Tokyo on its own is a quarter of the Japanese market, so it might be able to exhaust the entire pool of Japanese house-seekers by itself! That is, yes, you’re all correct that cities are only expensive in the context of more demand for city housing than the (NIMBY-constrained) city housing market can currently supply. You are all correct that if this problem were solved at the national level, then city housing would be cheap, and every additional city house would make it cheaper. My claim is that marginal changes - like Oakland building an extra 10,000 units, but everyone else staying the same - will most likely increase Oakland prices. Yes, if Oakland unilaterally built 50 million units, that would soak up the entire excess demand and probably lower prices everywhere (including Oakland). Yes, if the entire US switched to good housing policy at the same time, that would probably lower prices everywhere (including Oakland). But if we don’t do any of that stuff, and just build another 10,000 houses in Oakland, I think it would probably increase prices in Oakland. Some other people brought up that Japan has a declining population, and it’s much easier to have low house prices when your population is declining (compared to some previous time when number of houses presumably matched number of people), but ddd pointed out that people continue to migrate from the Japanese countryside to Tokyo, so its population continues to increase. Also, Mike (I’m stitching together two comments here): In a country with a declining population, you would expect that fewer homes are being built per capita because there's little to no competition for existing homes. But it's exactly the opposite! Japan builds far more homes per capita than the US does, despite their declining population […] As a result, the average Japanese home is very new and the average house is torn down and replaced after a relatively short 30 years. They're living in nice new homes for cheaper. 5. Comments Accusing Me Of Not Understanding Economics Maximum Limelihood Estimator writes: I think you're making a very common mistake here of confusing supply/demand with *quantity* supplied or quantity demanded. (This is very common! we teach students about this in micro 101 because it's so easy to make!) What you're seeing is that the quantity supplied is correlated with housing prices (true!). But this is very different from establishing that the supply curve--i.e. the amount of housing that would be produced at any given price, and what moves up/down when we regulate/deregulate supply--is positively correlated with price. Figuring out what supply curves look like is a lot less intuitive and requires some high-grade econometrics, which is why economists had to set up a whole commission just to study this particular problem (the Cowles Commission). In terms of resources for understanding how these concepts are different, a micro 101 textbook will cover this distinction. For the econometrics side of this, I've heard good things about Scott Cunningham's *Causal Inference Mixtape*, although I haven't personally used it. My claim is that increasing density within a city shifts the demand curve for housing within that city, because of increasing desirability. MLE later gets more on point: The effect you're discussing here is kind of real in a sense. When the marginal utility of housing increases for *other* people, density arguably becomes more desirable for me, which is kind of like the demand curve shifting up. These are called bandwagon goods and discussed here: http://econfac.bsu.edu/research/workingpapers/bsuecwp200804gisser.pdf In theory, the bandwagon effect could be so strong that parts of the demand curve are upward-sloping. Solutions like this are not, technically, prohibited by the laws of mathematics, just the laws of economics. (And arguably of physics--see paper for conditions where these kinds of bandwagon effects imply the amount of housing in the city would have to be negative). In practice, this effect exists but just can't overcome the normal, non-weird economics that says "making more of a good makes the prices fall." Again, I claim the existence of Manhattan vs. Conanicut shows that sometimes it does. I cannot find the words “housing”, “real estate”, or “land value” anywhere in that paper. Alex Poterack writes: There's two things going on here: confusing shifts in demand with movement along the demand curve, and getting causation backwards. You're assuming density causes prosperity, rather than prosperity causing density. There are ways the former can happen, but the bigger thing is that, for a wide range of historical reasons, you can make a lot of money in NYC and SF, so lots of people want to live there, so they get very dense. This is the prosperity shifting demand right, so at any given price, more people want to live there; this drives prices up, and they go higher the more fixed supply is. If you built a bunch of housing in Oakland, lots of people would move there because it's cheaper, which is movement along the demand curve; it's still the same number of people who want to live there at any price. Now, it's possible that the increased number of people living there makes the city more prosperous (this is the phenomenon of induced demand), which would shift demand right, but there are way more differences between NYC/SF and Oakland than just the density, so I don't think it would shift demand enough to offset this. In particular, if it's just a small increase in small, it's also a small increase in density, so there's almost no shift in demand (but there is movement along the curve). I still think this is missing my point, but I present it here in case anyone else is enlightened by it and wants to try further to convince me I’m making this mistake. 6. Comments By Famous People Who Potentially Have Good Opinions Scott Sumner is an economist and blogger; he writes: It is certainly the case that building more housing can make a city more desirable, and that this effect could be so strong that it overwhelms the price depressing impact of a greater quantity supplied. But studies suggest that this is not generally the case. Texas provides a nice case study. Among Texas’s big metro areas, Austin has the tightest restrictions on building and Houston is the most willing to allow dense infill development. Even though Houston is the larger city, house prices are far higher in Austin: Houston pretty much describes the “Oakland with more housing” outcome that Alexander views as somewhat far-fetched. Only in this case, it’s Austin with more housing. Alexander seems too quick to accept the, “If you build it they will come” idea—that you can build more housing and thereby boost demand so much that prices actually rise. I started the post with a graph of about 50 cities, showing a positive correlation between density and price. I’m having trouble seeing how Sumner’s point isn’t just “if you remove 48 of those cities and cherry-pick two, the relationship is negative”. My attempt to place Austin and Houston on the original graph, using Sumner’s data plus a few other things available online. Why weren’t they on there already? Maybe because the graph is metro areas and Sumner was talking about Austin and Houston as cities, but I’m not sure and agree this is confusing. Everyone knows Austin is more expensive than Houston because Austin is a trendy tech and culture hub and Houston isn’t (and relatedly, because Austin’s median family income is 50% higher than Houston’s). Unless someone wants to claim that its failure to build housing helped turn it into a trendy tech and culture hub, I don’t think there’s much point to this comparison. It’s true that Houston’s bigger size didn’t let it leapfrog over Austin to become a trendy tech and culture hub, which goes against some of what I claimed in the first part of this post. But I never claimed there would be a perfect 1-1 correlation between city size and trendiness, or that you could never find a pair of cities where one was bigger but the other was more trendy. Just that there would be a correlation. Moving on: Here’s the problem with this argument. It mixes up population change due to economic effects such as the benefits of agglomeration, with population changes due to regulatory changes such as less strict zoning. If you look at things this way, then the stylized facts work against Alexander’s argument. Over the past 50 years, increasingly strict zoning has reduced housing construction on big cities like New York and San Francisco. As a result, their populations have increased by less than in cities with less strict zoning, such as Houston. If Alexander were correct, then the price gap between the tightly controlled cities on the coast and the more laissez-faire cities of Middle America should have shrunk over time. Instead, the price gap has widened. New York and San Francisco were always more expensive than other cites, but with tighter zoning and less new construction the gap has become far wider. During the last fifty years, there was also deindustrialization and demographic sorting. This is just the Austin vs. Houston story all over again. Alexander is implicitly viewing this outcome as a “problem” for the city that builds more housing. They must sacrifice so that the rest of the country can gain. But in his scenario, Oakland is better off. Indeed if it were not better off, then why would more people choose to live in Oakland? In order for it to be true that building more housing boosts housing prices, it must also be true that the quality of existing houses (including neighborhood effects) rises by more than enough to offset the increase in supply. That means the new housing construction must make Oakland such a desirable place to live that the amenity effect overwhelms the quantity effect [...] Of course, economic change always has winners and losers. Here’s how I would describe the impact of allowing more housing construction in Oakland, in the unlikely event that this did raise housing prices: 1. America would benefit. 2. Oakland would benefit. 3. Poor people in America would benefit, in aggregate. 4. Affluent people in America would benefit, in aggregate. 5. Homeowners in Oakland would benefit. 6. Some renters in Oakland would benefit (from a more economically dynamic city.) 7. Some renters in Oakland would suffer from higher rents. In the much more likely case where new housing construction would lower prices, the impact described in #5 and #7 might reverse. Either way, there is no defensible argument for not building more housing in Oakland, regardless of the impact on price. If building more housing reduces its price, then there is a strong argument for allowing more housing construction. If building more housing raises its price, then the argument for more construction is even stronger. I agree with all this. Jeremiah Johnson is a co-founder of the Center for New Liberalism, host of the Neoliberal Podcast, and a YIMBY activist (not to be confused with Jeremiah “Liver-Eating” Johnson, who killed 300 Native Americans and ate their livers). He writes: Here's why you're wrong in a single sentence: Demand causes high prices, not new units. Prices are high in SF and NYC because those are desirable places to live for a huge number of people. People all over the country and the world would live there if they could, and prices reflect that. The fact that the densest cities are the most expensive is true. But the high prices are not caused by density - rather, the density and the high prices are both a consequence of crushingly high demand […] There's a feedback loop, but what matters here is the elasticity, which is less than one. We can measure this empirically. New housing lowers prices via the mechanism of adding supply, which is basic economics and how we expect markets to work. New housing could raise prices if it also made the city a more desirable place to live and shifted people's preferences, such that there was more demand to live there after the new housing is built. If you think it's unclear which of these effects would dominate, luckily we have empirical data that over and over and over shows adding housing supply does indeed lower prices on a local level. This is a fairly well established result that replicates well. edit: I'm actually thinking about drawing out the weighted DAG graphs here to make the conceptual stuff easier, but it would be pretty long. I'd love to do this as a guest post. I’m skeptical of the empirical results because they don’t match the much stronger “Manhattan vs. Conanicut island” empirical results, and if I try to think about why, the best explanation I can think of is that the Manhattan experiment has been going on longer (ie long enough for Manhattan’s extra residents to found businesses and institutions that attract new people). I’ve told him he can try pitching this guest post to me; in either case, I would be interested in seeing the graphs. Several other people also posted this graph that Johnson helped make famous: 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?)
Inline links: this list of real estate prices across Chinese cities, Paul Botts, https://www.researchgate.net/publication/345092218_Housing_Vacancy_Rate_in_Major_Cities_in_China_Perspectives_from_Nighttime_Light_Data, Tang Poetry, writes, ddd pointed out, Mike, Maximum Limelihood Estimator, gets more on point, http://econfac.bsu.edu/research/workingpapers/bsuecwp200804gisser.pdf, writes, writes:, far higher in Austin, https://substackcdn.com/image/fetch/$s_!tAF8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03f2b338-da84-4d85-b71c-0ce2e02e10e1_685x559.png, https://substackcdn.com/image/fetch/$s_!mLwn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cf942da-5716-49e8-a177-20140681e7fc_573x421.png, Center for New Liberalism, the Neoliberal Podcast, Jeremiah “Liver-Eating” Johnson, Johnson helped make famous, https://substackcdn.com/image/fetch/$s_!tg5t!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc490a60a-3e97-4b73-9806-79bb967b5172_608x550.png, Sea Ranch, some other commenters, Fresh Economic Thinking, wrote
The Question Of Separatism
May 19, 2023 · Original source
This book is Jacobs’s least read. It was published in 1980, right after the first referendum where Quebecers voted to remain a part of Canada. It is based on lectures that Jacobs (who was an American but had moved to Canada in 1968) gave in Toronto right before the referendum. It’s not hard to guess why the book didn’t have a huge (read: any) impact. First, most people outside Quebec or Canada don’t have any reason to care. Second, the essay — which was written in English — argues in favor of the secession of Quebec, which virtually no one among the English-speaking population of Canada agreed with. The natural reaction from Canada’s intelligentsia was to ignore the book altogether. Meanwhile, few people in Quebec itself read it, since the referendum was over; it wasn’t even translated into French until decades later. As a result, The Question of Separatism sits awkwardly in Jane Jacobs’s bibliography, as if it were “a mistake in an otherwise brilliant career,” like I read somewhere. In a 2005 interview, one year before her death, Jacobs said that no journalist ever asked her about it. But the book was not a mistake. I don’t claim any special insight here: Jane Jacobs herself said so in that same interview. She said that she would have written the same book in 2005, “because that’s the way it is in the world, and it still holds.” Besides, The Question of Separatism is in fact not that much about the specifics of Quebec’s political situation, but rather about interesting generalities: what size means for countries and organizations, and why the fate of nations depends primarily on what happens in their cities. Taken together with Cities and the Wealth of Nations, which Jacobs wrote a few years later to expand on those ideas, we get a coherent and deeply interesting philosophy of economics: one that favors the local scale, cities and small countries, antifragility long before Nassim Taleb coined the term, and avoiding grandstanding theories that always fail to take into account the real complexity of the world. I. A Fake Mystery Cities and the Wealth of Nations opens on an economic mystery. “For a little while in the middle of this century,” writes Jacobs, “it seemed that the wild, intractable, dismal science of economics had yielded up something we all want: instructions for getting or keeping prosperity.” This was the 1940s to 1960s, and economists thought they had it all figured out. It was the golden age of high modernism and scientific technocracy. Everywhere from China to the Soviet Union to the United States and Britain and the nascent European Economic Community, leaders were coming up with elaborate plans, rooted in macroeconomic theories, that were supposed to guarantee future wealth and avoid economic crises. The theories had been developed by many thinkers over the previous two hundred years: Richard Cantillon, Adam Smith, John Stuart Mill, Karl Marx, John Maynard Keynes. Jacobs explains how they each had their own ideas of how the economy worked, disagreeing over things like whether supply or demand was the main driving mechanism, but they all agreed on a fundamental fact: inflation and unemployment have an inverse relationship to each other, like a seesaw. High inflation comes with low unemployment; high unemployment comes with low inflation, or even deflation when prices drop. The Great Depression, a time of deflation, had provided proof of the seesaw. Big government projects, as prescribed by Keynesians, were a way for states to reduce unemployment and bring the seesaw back in a balanced state. Economists developed fancy models, based on historical data, to predict the behavior of the economy. The Phillips curve in particular became popular. It was the golden age of technocracy; it was the triumph of high modernism. From now on wealth was assured, because we weren’t blind anymore: we had the curves. And yet — by the 1970s and 1980s, when Jane Jacobs was writing, the theories all stopped working. There was high inflation and high unemployment. People called it stagflation. Keynesian advisers in various governments were devastated: either their ideas were wrong, or they were applying them wrong. Economists such as Milton Friedman, from a rival school of economists called the monetarists or the Chicago school, came to the rescue — but their remedy, Jacobs believes, only made things worse. Whatever governments did to increase employment made inflation worse; whatever they did to attenuate inflation killed employment. The seesaw from the theories was working in application, even though it didn’t explain reality anymore. Stagflation was not supposed to exist, so stagflation could not be fought. At this point we’re near the end of Chapter 1, the densest part of the book. Jacobs has artfully guided us along economic history and laid out the mystery for us. What’s going on? we wonder. How are we supposed to deal with the two-headed monster of stagflation, if all economists are stumped? Then Jacobs, in a masterstroke, flips the whole thing over. I was impressed enough that I would have inserted a spoiler alert here, if it didn’t feel so silly putting a spoiler alert in an essay on economics. Stagflation is not a strange monster from legend. It is, Jacobs says, just the normal state of everything. Backward economies are in fact constantly in a state of stagflation. The prices in a poor country like Portugal or India (her two examples) feel low for an American or Canadian, but they’re high for most Portuguese or Indian people. At the same time, Portugal and India provide too few jobs to their residents. Inflation and unemployment are both perennially high, and none of that feels surprising whatsoever. Stagflation, in short, is just good ol’ poverty. All these fancy economists, from Cantillon in 1700s France to Keynes and Friedman in the 20th century Anglosphere, were thinking and writing about unusual places: rich countries that were undergoing fast economic development. They were making the classic mistake of treating poverty as a mystery and wealth as a given, when in fact poverty is the normal order of things and wealth, when it does occur, is what warrants an explanation. The result is that we don’t really know how to fix the economy of poor countries, nor do we know how to deal with decline in rich countries, whether we call it stagflation or something else. Jacobs derives from this a pretty damning view of macroeconomics. It is to her a science that has failed again and again, each time engulfing the equivalent of billions of dollars in wasted wealth. “We must,” she writes at the close of Chapter 1, “find more realistic and fruitful lines of observation and thought than we have tried to use so far. It is bootless to choose among existing schools of thought. We are on our own.” Fortunately, she has some ideas. II. Nations and the Wealth of Cities The original sin of macroeconomics, Jacobs believe, is to treat sovereign countries, or nations, as the main unit of economic analysis. This error, she claims, goes back to mercantilism, one of the first formal economic policies. Oversimplified, mercantilism states that wealth is synonymous with the amount of gold and silver in a nation’s treasury. This makes nations the main unit of economic analysis by definition. It’s a tautology — and one that was somehow embedded so deep in economic thinking that even the non-mercantilist Adam Smith would eventually choose, for his masterpiece of economic theory, the title An Inquiry into the Nature and Causes of the Wealth of Nations. Today, even though mercantilism has long been obsolete, we perpetuate the same tautology whenever we talk of the Gross Domestic Product or look at the very nice charts from Our World in Data, which for the most part allow only one level of resolution: sovereign countries. Of course, nations are an economically important concept because of that one property: they are sovereign, and therefore they write laws and implement policies that affect the economy. These policies can be productively compared. But that’s about it — for everything else, nations aren’t the right way to think about wealth. One reason is simply that they’re very different from one another: “it affronts common sense,” Jacobs writes, “to think of units as disparate as, say, Singapore and the United States, or Ecuador and the Soviet Union, or the Netherlands and Canada, as economic common denominators.” I would add that countries are arbitrary and changing: when the Soviet Union was replaced by 15 sovereign countries, the economic reality didn’t suddenly reshape itself to match the new borders. Lastly, nations contain, under the hood, many sub-economies that are also highly different from one another. None of that is secret or forbidden knowledge. Everyone has always been aware that New York City, or Milan, are economically very different from rural Mississippi or Sicily. But I find that it’s far easier to think in terms of “the United States” or “Italy,” especially when you’re not from there. Nations are an abstraction of real-life complexity, and are accordingly very tempting to use. Also, they’re often the entities that collect statistics, which is another difficult-to-resist temptation for anyone who likes quantitative data. Cities as Radiators of Economic Forces If nations aren’t the best unit to analyze the economy, what is? This is a Jane Jacobs book, so the answer is obviously going to be cities. Jacobs doesn’t actually give a clear argument why. Maybe that was in her previous book, The Economy of Cities. So far as I can see, her reasoning is, ironically, a bit tautological: “all developing economic life depends on city economies; it depends on them by definition because, wherever economic life is developing, the very process itself creates cities and has probably always done so.” But so far as I can see, this reasoning is correct. Cities concentrate people, and therefore economic life, and therefore economic power. The driving force for all this is a phenomenon that, from what I gather, was discovered by Jacobs when she wrote The Economy of Cities: import replacement. Consider, say, Boston back when it was a tiny settlement, not yet a city, in colonial times. At first, Boston didn’t produce much, especially not much that would be of interest to its main trading partner, London. It exported some natural resources: timber, fish. Whatever else the Bostonians needed, they needed to import it from other cities, again mostly London. (Remember to think of imports and exports in terms of cities, not nations.) For instance, at first, all metal tools in Boston came from European cities, and were paid for by the revenue from selling the timber and fish. Then, one day, some Bostonians decided to build an ironworks and make metal tools themselves. (Pictured: a reconstruction of the Saugus Iron Works, established 1646.) This wasn’t of any interest to London or other European cities. The Bostonians weren’t nearly as good or efficient at making metal tools as Londonians were. So Boston couldn’t export the metal tools back to Europe — but it could use them internally, and also export them to other American cities that were about as poor as Boston was, or poorer. Internally, this meant the spark of a manufacturing economy in Boston, as easily obtained metal parts made it easier for other Bostonians to replace other imports from European cities, and eventually develop a symbiotic network of industries. It also meant that the revenue from fish and timber could be used to import new things, including new innovations from European cities (which would later become opportunities for more import replacement). And because there were customers for Boston-made metal goods in New York and Philadelphia, and eventually Cincinnati and Chicago and Pittsburgh as these cities came into existence, it meant additional revenue for Boston that it could reinvest into developing its production further. For Jacobs, virtually all city development can be seen through the lens of import replacement (which, to be clear, has approximately nothing to do with policies of import substitution industrialization; import replacement is not a policy, but a naturally arising free market phenomenon). Her book contains many other examples than Boston, such as Venice, which started off in the early Middle Ages as a small town that sold salt to Constantinople, but then diversified its production to become one of the wealthiest cities of its time; or Taipei and Kaohsiung, two cities in Taiwan that kickstarted their development not long before the 1980s, by forcing expropriated landlords to invest into local import-replacing businesses. One is reminded of Scott’s review of How Asia Works. Import replacement, then, is what makes cities economically powerful. And this power is so great that it causes ripples in distant places. In fact it is the main reason that anything happens at all in non-city areas. Jacobs gives the example of Bardou, a small village in southern France. Bardou looks like this: To the extent that Bardou ever had an economic life, that life was almost entirely driven by distant cities. In ancient times, the area was populated because of iron mines nearby. The mines were exploited to serve the needs of people in the distant cities of Lugdunum (Lyon), Nemausus (Nîmes), or even Rome. As Jacobs notes, we could say that the mines served “the Roman Empire,” but that would be another example of using the abstraction of sovereign countries when we should instead be specific. It was Lugdunum, Nemausus and Rome that wanted the iron — not some random rural area of the empire, and certainly not the part of the empire in which Bardou was located. Eventually the mines and the region were abandoned. More than 1,000 years later, peasants moved into the area and built the modern village. For centuries they lived a wretchedly poor life of subsistence farming. No cities exerted any influence on it, and indeed nothing happened. Then, in the 19th century, the people of Bardou learned that they could improve their situation by moving to distant cities such as Paris, and most of them did. Again, the force wasn’t being exerted by “France”; Bardou was already part of France. The force was specifically being exerted by Paris and other cities with jobs for poor peasants. By the 1960s, only one old man was left. That’s when two foreign visitors, a German and an American, happened upon the village, decided to buy most of it, revitalized it, and turned it into a tourist spot (and even, for a brief time, into a set for a movie company). Today Bardou is a popular place for travelers — who are mostly city people, and spend money that was mostly earned in cities. The Bardou story contains examples of several of the forces that import-replacing cities radiate, according to Jacobs. These forces are central to her thinking. There are five of them: Markets. Cities house a lot of people who need a lot of goods and services, and are therefore strong markets to sell goods and services to. This was the force that acted on the Bardou area when it was a Roman mining region, and again today when it functions as a tourist spot for city vacationers.
Inline links: Phillips curve, https://substackcdn.com/image/fetch/$s_!9wEn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F850ce64a-4367-4a7a-a9ec-e8eb1af3ed08_399x292.png, Our World in Data, https://substackcdn.com/image/fetch/$s_!zS15!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d533e64-f407-4b05-aea5-5b5a9dbdc7bc_1600x1130.png, import replacement, https://substackcdn.com/image/fetch/$s_!5j2T!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7f2675d9-ce56-4ac5-9b78-a16720269dea_1600x1159.png, import substitution industrialization, Scott’s review of, Bardou, https://substackcdn.com/image/fetch/$s_!RfMs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc119b085-f7b3-4e09-a586-9f4fc4c2ea21_1200x1600.png
When people argue against separatism, they often tout the benefits of being large. A Canada that would be split in two would mean smaller markets, and a weaker political counterweight to the United States. (Not to be mean to Canadian readers, but this argument seems delusional to me — I don’t think Americans currently see Canada as a political counterweight of any significance.) It would certainly be less prestigious. Large size, Jacobs says, is associated with power, and we admire power. We love slogans like “unity makes strength.” But after the medium-sized country of Sweden-Norway became the two smaller countries of Sweden and Norway, they both did well. Small size is less powerful, but it has its own advantages, such as nimbleness and ability to fail non-catastrophically. Small size also allows more diversity in cultural and economic matters, and here Jacobs waxes philosophical, pointing out that favoring diversity over uniformity is a recent, post-Enlightenment idea that has not yet been fully embraced in politics. We can see analogs everywhere. Europe, split into numerous small countries from the Middle Ages onward, became far more advanced than China, which has been unified more often than not. The city-states of ancient Greece and Renaissance Italy are seen as golden ages of Western civilization, even if they weren’t part of larger political units and therefore constantly went to war with one another. In business, large companies are impressive and powerful, but people always complain that Google or Microsoft have become stagnant and that the best place to work is tiny startups of about 2 cofounders and 4 employees. In biology, humans are more successful than numerous larger animals, and in terms of raw numbers, small animals like rats or insects are the most successful of all. Jacobs’s point isn’t that smaller is always better. Her point is that the converse statement, “bigger is always better,” is false — despite how intuitive it feels for political entities. Just like we don’t view a small nation like Switzerland or Singapore as a failure of unity, we (and in particular, Canadians) shouldn’t see the secession of a place like Quebec, if it’s done peacefully and democratically, as a failure either. Still, some people in online reviews of the book complain that this argument is a bit thin, especially considering that it serves as the foundation for the later chapters (which are more directly about late 1970s Quebec politics). Sure, small is beautiful, but large states are great for stability, peace, markets, whatever. If the potential benefits of small national size are Jacobs’s strongest argument, then we can breathe a sigh of relief and go back to agreeing that separatism is bad. Pointing out the widespread bias in favor of unified political entities does seem valuable to me, but okay, fair enough. Does Jacobs have deeper reasons why separatism might be a good idea in general? Yes, and for this we go back to the second half of Cities and the Wealth of Nations. Why Nations and Empires Fail Our breathing rate is regulated through a feedback mechanism. Too much carbon dioxide in the blood, or too little oxygen, and the brain stem commands the diaphragm to accelerate breathing. Once the levels are back to normal, the brain stem receives this feedback and slows breathing down again. Now, Jacobs asks, imagine an impossible creature: ten people, all doing their own thing, but whose breathing is somehow regulated by a single brain stem. The feedback the brain stem receives is a consolidated average of everyone’s carbon dioxide and oxygen levels, and the breathing rate the stem decides on is applied to all ten people, regardless of whether they’re sleeping or playing tennis. This, to put it mildly, wouldn’t work. This creature is an analogy, representing a nation. The ten people are its individual cities, and the breathing rate is the cities’ economies. If it sounds like a stupid analogy, that’s because it is: “I have had to propose a preposterous situation,” writes Jacobs, “because systems as structurally flawed as this don’t exist in nature; they wouldn’t last.” Nor do they exist in machines we design; they wouldn’t work. But “nations, from this point of view, don’t work either, yet do exist.” The feedback mechanism that fails to work properly in a nation is currency. A currency always fluctuates according to the exports and imports of the area where it circulates. Let me use the Republic of Venice and its ducat as a toy example, because the coins look nice: Whenever Venice produces something (like salt) and sells it abroad, foreigners need ducats to buy the exports, so the demand for ducats increases. When Venice buys something from abroad, it needs to use foreign currencies, so the demand for ducats decreases. Add up everything that Venice exports and imports, and you get either a trade surplus (more exports than imports) or a trade deficit (more imports than exports), which determines the value of the ducat relative to other currencies. In both cases, a negative feedback loop restores balance over time, just like our brain stem does with carbon dioxide levels. A trade surplus, and therefore a strong ducat, means that when foreigners want Venetian salt, it’s expensive. So Venice’s exports decrease, while imports increase, since Venetians can use their valuable ducats to buy stuff cheaply from abroad. Conversely, a trade deficit makes exports a bargain for foreigners and imports expensive for Venetians. This feedback loop is great. It’s exactly what a city needs to trigger the crucial import replacement process. When exports decrease and a trade deficit begins (maybe because Constantinople found a cheaper source of salt somewhere else), the weak ducat means that Venice is less able to afford the resources and manufactured goods it used to import. The people of Venice don’t want to have less of those goods, though, so they figure out ways to produce some themselves — that is, they do import replacement. Later they will be able to export the output of the newly expanding industries too, strengthening the ducat and continuing the cycle. Currencies, Jacobs explains, function as automatic tariffs (to protect local industry from foreign imports) and automatic export subsidies (to encourage local industry to export). They are “automatic” because of the feedback mechanism. Just like an accelerated breathing rate, they take effect exactly when they are needed — and no longer. … Or so they should, except that import replacement, as we discussed, is a city process. Whereas most currencies are national or supranational. National currencies work well for city-states, like the Republic of Venice or today’s Singapore. But in large nations, which, remember, are not the fundamental unit of economic life, they mess everything up. Take a city like Detroit. When Detroit’s exports (primarily cars) decrease, Detroit gets no feedback about this, because its currency is the United States dollar, and the United States dollar’s value depends on much more than Detroit. It depends on other cities whose foreign exports might be increasing at the moment. And on rural regions that are selling resources like oil abroad. Also, trade between Detroit and other cities that use the United States dollar — i.e., American cities — is structurally unable to provide any feedback whatsoever. So Detroit doesn’t get the signal that it should buy less stuff from other cities and replace the missing imports with local production. Instead, it just declines. Jacobs hypothesizes that this issue of national currencies is at the root of every large country’s economic troubles. It is why nations and empires always centralize everything into one large city, whether that’s Paris, London, Tokyo, or Toronto, or ancient Rome: that city, being the largest, is simply the only one for which national-level currency feedback works fine. The rest of the nation or empire, then, declines. But of course, nations and empires don’t accept this. They care about the economic well-being of their peripheral regions, sometimes out of genuine concern for the people there, sometimes out of fear that they rebel or hold independence referendums. So nations and empires will embark on every possible solution to reverse the decline. All of their solutions will look like good ideas at first, and yet fail at helping the peripheral regions. Worse, these solutions will weaken the cities, thereby destroying the only real wealth of the country and bringing untold hardship for everyone. Eventually the nation or empire will disintegrate, as nations and empires always do, and always will. Jacobs calls these false solutions transactions of decline. She identifies three types, and, content warning, you might not like some of them depending on your political sensibilities. Sustained military production is a transaction of decline. Permanent military bases and garrison towns are a special kind of settlement: they import a lot and export nothing. Superficially, producing weapons and supplies for the military seems like a good deal for some cities — Jacobs gives the example of Seattle, which, before Microsoft and Amazon were a thing, depended mostly on making military aircraft. But because nobody in a military base ever tries to replace those weapons and supplies with their own production, the trade is sterile in terms of economic development. In a sense, the wealth is slowly “drained” from cities. Large empires are especially prone to this: eventually all of their wealth is destined to the military just to keep the empire together.
Inline links: https://substackcdn.com/image/fetch/$s_!YeXj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6fe681e6-b571-4f4c-aa90-313f77fc1dbb_750x359.png
The Forbidden Solution All empires eventually collapse. This is not what we would expect if empires were a good economic arrangement. If they only ever got wealthier and wealthier, they wouldn’t disintegrate into various separatist factions or end in foreign conquest. The first empire to form would have slowly absorbed everything else, and we would all be living good lives under the enlightened rule of the Sumerians or whatever. But that doesn’t happen, because empires always milk their own cities until they become poor. Modern nation-states do the same. They accumulate stress by trying to hold themselves together, and then, one day, the stress is released all at once. Wars and revolutions galore. Most countries are born that way, like new stars formed in the aftermath of a supernova. Peaceful separatism offers an alternative, Jacobs says — but only a theoretical one. Jacobs shows us a glimpse of a world in which secessions would be “a normal, untraumatic accompaniment of economic development itself.” Regions would separate when they feel the need to, before decline has set in. “In this utopian fantasy,” she writes, “young sovereignties splitting off from the parent nation would be told, in effect, ‘Good luck on your independence! Now do try your very best to generate [or maintain, as the case may be] a creative city and its region and we’ll all be better off.’” Can you imagine Canada saying this to Quebec? Or England to Scotland? Or China to Tibet and Taiwan? Yeah, me neither. That’s why it’s only theoretical and utopian. Jacobs knows very well that nations will never accept separatism as an option. And though the term “nationalist” has fallen out of fashion, almost all of us still think very much in terms of nations. Even when separatism does seem grudgingly acceptable, I’d say that’s usually either because it’s an instance of decolonization (colonial empires are decidedly out of fashion) or for cultural, nationalistic reasons. Quebecois, Scottish, or Catalan separatists say that they belong to nations that are culturally distinct from Canada, the United Kingdom, or Spain. And they love their smaller nation just as much as others love the larger one. If any of these separatists got their way, we can be sure that the new nation of Quebec, Scotland, or Catalonia would then oppose further separatism in the strongest terms. When the American South seceded from the Union in 1861, the reaction wasn’t “good luck!” even though the Union was itself the result of a secession from Great Britain. To separate for economic reasons seems forbidden. Unthinkable. For one thing, it would be selfish. If Catalonia left, the poor regions of Spain, which benefit from welfare financed in part by Barcelona, would suffer, which is obviously unacceptable to Spain. For another, it’s not guaranteed to work. Small countries and city-states can still adopt dumb economic policies. It can seem intolerably risky to go your own way, unless your region is already rich, in which case see the selfishness point above. Widespread separatism also seems worse for solving large-scale coordination problems, like environmental issues, nuclear proliferation (and, perhaps, AI), or war. I suspect that Jacobs would agree with Nassim Taleb’s antifragility framing: it’s better to be in a constant state of mild disorder than to have apparent stability that hides stressors and ends in violent conflict. But that idea is not intuitive. Most of us would pick apparent stability over mild disorder. I also suspect — and this is my personal take — that we dread the additional complexity of having numerous small countries. We look at a map of medieval Germany, like this one… … and we think, thank goodness that Germany is unified now. So much easier to think about! Can you imagine if the Our World in Data charts had to show separate lines for the Electorate of Saxony, the Prince-Bishopric of Augsburg, the Duchy of Brunswick-Lüneburg, and about 1,800 other semi-sovereign states? Can you imagine traveling around if each of them had its own currency? (Fun fact: the List of states in the Holy Roman Empire Wikipedia page doesn’t contain such a list. Instead it points to no less than 28 sub-lists.) Jacobs stops shy of asking, in either book, the question that seems to be the logical continuation of her reasoning: should everything be a city-state? Should we encourage separatism until each inhabited place in the world is either a city or a city region with its own currency? We can hazard a guess as to what her answer would be. She would probably say that there’s no need to upend everything right this moment. Just adopt an attitude of political openness and experimentation. Don’t try to hold together entities that don’t work that well. When separatist sentiment arises somewhere, you can argue it’s a bad idea, but don’t fight it out of emotion such as fear for your nation’s integrity. Eventually, things will settle — the regions that want to be city-states will be, and those that prefer to be united with others, for cultural or economic reasons, will stay that way. Unity has good PR and some genuine advantages, so there will still be plenty of it. But maybe Jane Jacobs never asks this question because she knows it’s irrelevant. We just can’t help fighting for our big countries and supranational unions (like the EU), and too bad if they enter long periods of stagflation until they violently collapse. This might be the right time to mention that her last book, published in 2004, is called Dark Age Ahead. IV. Something to Dislike For Everyone Jane Jacobs’s most famous book is The Death and Life of Great American Cities. She is recognized as perhaps the most influential thinker in urbanism. She is credited with saving Greenwich Village and SoHo in New York City, and helping cancel the Spadina Expressway in Toronto. To this day people organize “Jane’s Walks” as a living memorial to her impact on cities. But Jane Jacobs herself thought that her greatest intellectual contribution was not in city planning, but in economics. She thought that import replacement was her most important discovery, since it explained how wealth expands better than existing macroeconomic theories. She wrote multiple books that were explicitly about economics and was about to write another when she died, Uncovering the Economy. I am not an economist, so I might not be qualified to make a judgment on this matter, but: it seems to me that there’s a discrepancy here. Jacobs is widely seen as a great intellectual, but her economic ideas don’t quite seem mainstream. I’d never heard of import replacement before reading her book. Why not? The null hypothesis is that economists have examined her ideas and simply rejected them. There were some critical academic reviews of Cities and the Wealth of Nations when it came out, and more recently Tyler Cowen expressed his own mild skepticism. Some of the criticism involves the lack of quantitative data in her work, and her failure to think about issues of scale. The most obvious target, of course, is her city obsession: yes, cities are important, but they’re not the only economic phenomenon that matters, some would say. Perhaps Jacobs has overplayed her hand. But there are other possible explanations for the discrepancy. One is that she was a woman and had no credentials, which made it difficult for (mostly male) professionals to take her seriously. We know this was true at the beginning of her career at least. It seems possible that even after she managed to establish herself as an original urban thinker, economists had trouble accepting that she could, with her lack of any college degree, come up with new insights in their field. I doubt that’s really true today, though. We do take Jacobs seriously, and still read all of her books, which is more than we could say about most economists. Instead, I propose that the discrepancy comes from a darker place: in laboring to be comprehensive about cities and economics, she reached conclusions that most people don’t want to be true. No matter your politics, there’ll be something for you to dislike in Jacobs’s work. For example, it’s pretty clear that she didn’t think the European Union was a good idea, so she probably would have supported Brexit. Brexiters might rejoice, except that a lot of them are British nationalists who certainly don’t want Scotland to leave the UK, whereas Jacobs would agree with that. Which would be great news to Scottish independentists — except that if a new separatist movement arose within Scotland, she’d also support that. Jacobs’s ideas and grassroots activism in favor of small-scale, organic urban planning have come to be seen as left-wing — yet her criticism of national welfare programs wouldn’t make her out of place among hardcore right-wingers. Unless those right-wingers were military hawks, in which case they’d find no solace in reading Jacobs on military transactions of decline. Writing during the Cold War, Jacobs criticized the Soviet Union for its incredible centralization of decision-making in Moscow. She rightfully predicted its collapse, making her an ideological ally of the capitalist West, right? Not so, since the United States is also, according to her, too centralized and in the early stages of decay. “Today the Soviet Union and the United States each predicts and anticipates the economic decline of the other,” she writes. “Neither will be disappointed.” Whether she was correct about the US is left as an exercise to the reader. In any case, she did foresee, using her theory on cities, the decline of Japan. This must have been bold in the 1980s at the peak of the Japanese economic miracle, when there was a widespread trope that Japan would soon take over the world. Yet she was right: in 1991, Japan entered its “lost decade,” which soon became two lost decades, and then three. To be fair, she predicted the decline of all large-ish countries, so I wouldn’t mark her as a superforecaster or anything. Still, this puts in perspective the more recent trope that China is going to take over the world. No country, no ideology is safe from Jacobs’s prophecies. Smaller ideologies aren’t spared, either. Effective altruism would probably seem totally mistaken to her, since at its core it promotes an inorganic, top-down transfer of wealth from prosperous cities to poor areas. Progress studies people think that technological innovation will solve economic stagnation, but she would point out how labor-saving equipment so often causes damage when it is introduced to regions that don’t benefit from the other city forces, like the Scottish Highlands or many of her other examples in Colombia, India, or the American South. (This point would deserve an essay of its own, but reading Jacobs has made me a bit more worried about the “AI will take our jobs” thing. It’s clear that new jobs will appear, but when the technology city force from the San Francisco Bay Area reaches distant places with poor economies, which it will very soon thanks to the internet, the effects might not be very pleasant to see.) Overall, the political ideology that might fit Jacobs the best might be… libertarianism? She’s not a big fan of large governments who make big top-down decisions, clearly. Yet I don’t get the feeling that this association fits all that well either. Jacobs doesn’t seem to be anti-government if the government is at the city level. I doubt she would have liked the kind of hyperfragmented world depicted in Snow Crash by Neal Stephenson. I also doubt she’d be impressed by cryptocurrency-backed “cloud cities” or fantasies of charter cities, none of which she would see as real cities in the sense of concentrated pockets of people who start replacing what they import with local production. Jane Jacobs, in sum, was an archetypal accidental moderate. She took one idea very seriously — the idea that cities are fundamental — and explored its ramifications without caring in the slightest if it led to the “wrong” opinions, as her friends in 1980 Toronto must have thought when she wrote about Quebec. I don’t know if she went too far; I’m sure someone more qualified than I am can find flaws in that core idea or any of her other observations. But to me she sounds convincing, and her consistency is frankly admirable. So, to end this review on a more review-y note, go read Jane Jacobs. Her books are a delight, with their elegant arguments and masterfully told anecdotes. Her predictions often take an air of doom, but she is also an optimist who offers constructive ways forward. She sets an example for all of us who care about getting the details right, no matter the credentialed experts, the current political climate, or the great theories of the past. Image credits Cities and the Wealth of Nations book cover: from Amazon.
Inline links: https://substackcdn.com/image/fetch/$s_!sPn6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd25ceff6-f68e-4163-becf-613204a9be35_1600x1297.png, List of states in the Holy Roman Empire, https://substackcdn.com/image/fetch/$s_!gyMq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdc388f24-009c-42ee-adca-9d5c50faaa66_932x190.png, academic, reviews, expressed, Japan would soon take over the world, fantasies, of, charter, cities, accidental moderate, https://substackcdn.com/image/fetch/$s_!r8Rb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F60621c76-b34b-4e10-b272-394480443e1b_1600x1066.png, Amazon
Assistant Dictator Book Club: America Against America
June 07, 2023 · Original source
He even comes close to claiming that Americans are more conformist than Chinese:
People get into the habit of following the rules. There is an interesting comparison. Americans cooked food, strictly according to the recipe, strict measurement of various condiments, with a variety of measuring tools, a minute do not want to differ. Chinese people cooking, rarely look at the recipe, grab a handful is. The progress of science and technology in American society, the development of more and more specialized supplies, they require each person who wants to use them must comply with the rules.
1980s China must have had barely any computers, so this level of surveillance seemed both miraculous and dystopian to the Chinese visitor!
Tales Of Takeover In CCF-World
July 03, 2023 · Original source
Similarly, the US might employ a few AIs in key areas to get an advantage over China, and vice versa, with "the AIs might not be aligned" being considered a problem to solve later (like global warming is today).
Links For August 2023
August 09, 2023 · Original source
4: H/T @StefanFSchubert: “Forecasts used to say China would quickly overtake US GDP, but that's no longer the case”:
Inline links: @StefanFSchubert
27: More evidence for the claim that all marriage is within the same social class, and that tradeoffs only happen among the different sub-qualities that make up social class, and not as social class vs. other things like beauty (China edition).
Inline links: More evidence, the claim
Your Book Review: The Weirdest People in the World
August 11, 2023 · Original source
A big silent intellectual change of the past quarter century is the broadening of our self-concept. Educated Westerners are starting to expect each other to know Chinese and Islamic history, which are still ongoing, and perhaps something about pre-Columbian America whose stories were traumatically ended by the conquest of the New World. The earlier past is moving into the light, too. Ancient states like Babylon and Egypt are gradually coming alive: Hammurabi and Gilgamesh get more play relative to Solon and Achilles. And before that, the real prehistory of the first cities, the Neolithic, the growth of agriculture, the end of the Ice Age at 10,000 BC, modern humans around 100,000 BC, the first humans at 1mya (million years ago)… these dates are gradually getting fixed in the mind as turning points in the story of us.
Inline links: story of us
When I grew up I was still part of a primitive culture, in the following sense: my elders told me the story of how our people came to be. It started with the Greeks: Pericles the statesman, Plato the first philosopher, Herodotus the first historian, the first playwrights, and before them all Homer, the blind first poet. Before Greece, something called prehistory stretched back. There were Iron and Bronze Ages, and before that the Stone Age. These were shadowy, mysterious realms. Then history went on to Europe. I learnt as little outside Europe as I did before Greece. There was one class on 20th century China, but that too was about China becoming modern, which meant European.
In that story, when modernity arrives, it takes over everything. China goes modern, the rest of the world is going modern, and even the West itself is being fundamentally transformed. Again, this idea has its light and dark aspects. Fundamentally, it says that the landslide is now too big for any culture to avoid; the institutions of free markets, impersonal law, science and the modern state are coming for you, and they are strong enough now to transform your psychology on their own.
Meetups Everywhere 2023: Times & Places
August 25, 2023 · Original source
ZURICH, ZURICH, SWITZERLAND Contact: MB Contact Info: acxzurich[at]proton[dot]me Time: Saturday, September 30th, 3:00 PM Location: Blatterwiese in front of the chinese garden. If it rains we will be inside the chinese garden under the roof (free entry). Coordinates: https://plus.codes/8FVC9H32+PM Notes: I appreciate it when people who have a LW account anyways RSVP there.
Inline links: https://plus.codes/8FVC9H32+PM
PITTSBURGH, PENNSYLVANIA, USA Contact: Justin Contact Info: pghacx[at]gmail[dot]com Time: Saturday, September 16th, 2:00 PM Location: DEFAULT OUTDOOR MEETING LOCATION: Mellon Park (the portion SOUTH of Fifth Ave, and WEST of Beechwood Blvd). Look for us at the Rose Garden picnic tables, or the benches just outside the Rose Garden. UPDATE: We are sharing the park with the Pittsburgh Chinese Cultural Festival this afternoon. We are in the Rose Garden; the Rose Garden's WEST entrance to the (the tiny brick staircase) is blocked off, so the easiest way to get in is via the East entrance. Coordinates: https://plus.codes/87G2F32J+QX Group Link: https://discord.gg/PM77wYwpj Notes: INDOOR CONTINGENCY OPTION: In the event of rain, we will instead meet at City Kitchen at Bakery Square, which is a short walk from Melon Park. (City Kitchen has two levels, so be sure to check upstairs if you can't find us.) If we shift meeting locations, Justin will send an email update >2 hours before the scheduled meetup time, as well as a follow-up email with the table number once we have arrived and claimed a space; please contact pghacx@gmail.com if you would like to be added to the email list in advance.
Inline links: https://plus.codes/87G2F32J+QX, https://discord.gg/PM77wYwpj
SYDNEY, NEW SOUTH WALES, AUSTRALIA Contact: Eliot Contact Info: Redeliot[at]gmail[dot]com Time: Thursday, September 21st, 6:00 PM Location: Shanghai restaurant, Level 2, 565 George St, Sydney NSW Coordinates: https://plus.codes/4RRH46F4+79J Group Link: https://meetu.ps/e/.qqqqlryfcmbcc/sqK6x/i Notes: Please RSVP to meetup.com China CENTRAL, HONG KONG Contact: Max Bolingbroke Contact Info: acx[at]alpha[dot]engineering Time: Saturday, October 7th, 3:00 PM Location: 3rd Wave Art Studio, Room B, 2/F, Hollywood Building, 186 Hollywood Rd, Sheung Wan Coordinates: https://plus.codes/7PJP74PX+38 Notes: We had to change to the alternative location, 3rd Wave Art Studio, Room B, 2/F, Hollywood Building, 186 Hollywood Rd, Sheung Wan. I’ve left a comment on the LessWrong event if we change, and you can also email me to confirm.
Inline links: https://plus.codes/4RRH46F4+79J, https://meetu.ps/e/.qqqqlryfcmbcc/sqK6x/i, https://plus.codes/7PJP74PX+38
Your Book Review: Why Nations Fail
August 25, 2023 · Original source
Even if correct, it is much less interesting and useful than it appears. Epistemic status: I have a decade-old PhD in economics (not in the field of economic growth) and a handful of peer-reviewed papers in moderately-ranked journals. I'm not claiming to make any original technical points, or to give a comprehensive evaluation of the economic growth literature. My criticisms are largely straight from the authors' own mouths. 1. What is this book about? Why is it not very good? Acemoglu and Robinson (AR) argue that countries are rich or poor because of their political institutions, not culture, geography or policy ignorance. I'll do this as much as possible in AR’s own words. Why Nations Fail was written during the Arab Spring, so the preface begins with Egypt. Some stress that Egypt’s poverty is determined primarily by its geography, by the fact that the country is mostly a desert and lacks adequate rainfall, and that its soils and climate do not allow productive agriculture1. Others instead point to cultural attributes ... Egyptians, they argue, lack the same sort of work ethic and cultural traits that have allowed others to prosper, and instead have accepted Islamic beliefs that are inconsistent with economic success. A third approach, the one dominant among economists and policy pundits, is based on the notion that the rulers of Egypt simply don’t know what is needed to make their country prosperous, and have followed incorrect policies and strategies in the past. Unsurprisingly, those other economists and policy pundits turn out to be wrong and the authors turn out to be right. In this book we’ll argue that the Egyptians in Tahrir Square, not most academics and commentators, have the right idea. In fact, Egypt is poor precisely because it has been ruled by a narrow elite that have organized society for their own benefit at the expense of the vast mass of people. And the Egyptian lesson turns out to be general. Whether it is North Korea, Sierra Leone, or Zimbabwe, we’ll show that poor countries are poor for the same reason that Egypt is poor. Countries such as Great Britain and the United States became rich because their citizens overthrew the elites who controlled power and created a society where political rights were much more broadly distributed, where the government was accountable and responsive to citizens, and where the great mass of people could take advantage of economic opportunities. What are “institutions” anyway? (The economic and political kind, not the prison and mental hospital kind.) Basically, AR mean politics. The word "institutions" occurs over 1000 times in Why Nations Fail2. I'll just focus on how AR use it without worrying about the dictionary, different schools of economics, or other social sciences. They begin with what institutions do rather than what they are. Nogales, Arizona, is in the United States. Its inhabitants have access to the economic institutions of the United States, which enable them to choose their occupations freely, acquire schooling and skills, and encourage their employers to invest in the best technology, which leads to higher wages for them. They also have access to political institutions that allow them to take part in the democratic process, to elect their representatives, and replace them if they misbehave. The word is used dozens more times before ARattempt a more general definition. Each society functions with a set of economic and political rules created and enforced by the state and the citizens collectively. Economic institutions shape economic incentives: the incentives to become educated, to save and invest, to innovate and adopt new technologies, and so on. It is the political process that determines what economic institutions people live under, and it is the political institutions that determine how this process works. So while economic and political institutions can be separated, it is the political institutions that matter in the long run. The good kind of institutions that lead to economic growth are "inclusive", as opposed to "extractive". To be inclusive, economic institutions must feature secure private property, an unbiased system of law, and a provision of public services that provides a level playing field in which people can exchange and contract; it also must permit the entry of new businesses and allow people to choose their careers. ... such rights must exist for the majority of people in society. Political pluralism is necessary, but not sufficient without a strong centralised state. ... political institutions that distribute power broadly in society and subject it to constraints are pluralistic. ... the key to understanding why South Korea and the United States have inclusive economic institutions is not just their pluralistic political institutions but also their sufficiently centralized and powerful states. A telling contrast is with the East African nation of Somalia. I am still a bit hazy as to the relative importance of de jure written rules versus the de facto struggle for power. AR are somewhat circular: Politics is the process by which a society chooses the rules that will govern it. Politics surrounds institutions ... When there is conflict over institutions, what happens depends on which people or group wins out in the game of politics ... The political institutions of a society are a key determinant of the outcome of this game. They are the rules that govern incentives in politics. But overall, you could just say ‘politics’ and not be too far off. AR do this themselves occasionally. South Korea ended up with very different economic institutions than the North because different people with different interests and objectives made the decisions about how to structure society. In other words, South Korea had different politics. AR's academic reputation is based on statistical analysis, but Why Nations Fail tries to do narrative history, IMHO not very well. When Jeffrey Sachs reviewed the book, he complained: They never define their key variables with precision, present any quantitative data or classifications based on those definitions, or offer even a single table, figure, or regression line to demonstrate the relationships that they contend underpin all economic history. Instead, they present a stream of assertions and anecdotes about the inclusive or extractive nature of this or that institution. AR replied baldly: Sachs ... argues that we provide no evidence. Right, we do not in the book. But that’s because a book for a general audience is not the right forum for presenting academic research, and we spent many years of our lives precisely on writing academic papers providing exactly the sort of evidence. ... So yes, we don’t provide the econometric evidence in the book, which isn’t of course the right place to do it, but econometric evidence is abundantly loud in the way it speaks on these topics. So, don't expect Why Nations Fail to be an accessible explanation of AR's academic work, which is what I was hoping for when I first read it. What do they spend over 500 pages on then? Well, after the preface, there's fifteen chapters of, as Sachs says, "assertions and anecdotes". Not just about "the inclusive or extractive nature of this or that institution", to be fair, but how institutions can change at "critical junctures" such as the Black Death or colonisation, and why it can be in elites’ interests to block economic innovation if it threatens their power, so that growth under extractive institutions is unlikely to be sustained. These chapters are not particularly good – I found them poorly organised and repetitive – but not particularly bad, if you are willing to accept the underlying premise that institutions are the main determinant of economic growth. Cumulatively they have an effect similar to the Old Testament, if you are willing to accept the underlying premise that the fortunes of the nation of Israel are determined by the LORD. Only the second chapter, ‘Theories that Don't Work’, makes a sustained argument against alternative theories. Geography is disposed of by noting the stark differences at the US-Mexican, North-South Korean and East-West German borders, and the reversal of fortune by which the present day US and Canada only became richer than Mexico, Central and South America following European colonisation. Culture is hand-waved away with the assertion that institutions determine the any relevant cultural behaviours, not the other way around, referring to the same border examples, the rapid catch up of Catholic Europe despite Weber's Protestant Ethic, the malign influence of the European and Ottoman empires on Africa, the range of outcomes within the former British Empire, and the more European population of Argentina and Uruguay versus the US and Canada, or of Columbia versus Ecuador and Peru. Not a bad list of anecdotes, but one could equally well point to the cross-border success of Ashkenazi Jews, overseas Chinese, or Baltic and Volga Germans. Ignorance is simply dismissed with the assertion that "if ignorance were the problem, well-meaning leaders would quickly learn what types of policies increased their citizens’ incomes and welfare, and would gravitate toward those policies." Various good and bad policy changes are explained as the result of political pressures rather than improved knowledge. The implication seems to be that good policies are so obvious they don’t require expert knowledge or advice, or that the experts never get it wrong. This appears most implausible in the debate over socialism and economic planning. Writing off the entire Communist experience as simply another elite trying to preserve its power feels inadequate, especially considering that some distinguished bourgeois economists thought central planning was a plausible road to riches until quite late in the day. Genetics or race is not mentioned, but would presumably attract the same counterexamples as geography and culture. Another theory AR do not discuss is crude exploitation: while colonial empires are excoriated, it is for setting up persistent extractive political institutions rather than for a direct theft of resources. The prosperity of white-owned South African farms next to poverty-stricken Bantustans is explained by the better quality of the institutions available to whites under apartheid, not relative population densities and land quality. For the rest of the book, I'll just list a few nitpicks to signal I read the whole thing and know a bit of history, but feel free to skip this – the real evidence for AR's thesis is in their academic papers, and I'll discuss those in the next section. I think AR overrate the importance of the Glorious Revolution, to the point of claiming it "created the rule of law" – after all, Parliament had already deposed and executed a king, then brought back the king’s son on their own terms after a decade of republican government. No less a luminary than Edmund Burke asserted "The Revolution was made to preserve our ancient indisputable laws and liberties, and that ancient constitution of government which is our only security for law and liberty." Also, strong signs of British economic uniqueness – the abnormal growth of London and reliance on coal as a fuel – predated 1688.
Inline links: 1, 2, dictionary, schools, economics, social sciences, reviewed, replied, Protestant Ethic, planning, distinguished, bourgeois, Glorious Revolution, Edmund Burke, predated
Jared Diamond's Guns, Germs and Steel is treated with similar inconsistency: while initially admitting it is "a powerful approach to the puzzle on which he focuses" (why the Old World colonised the New instead of vice versa), AR eventually claim … it is not even historically or geographically or culturally predetermined that Europeans should have been the ones colonizing the world. It could have been the Chinese or even the Incas. The Chinese perhaps, but Diamond's thesis is completely inconsistent with the Incas. Soviet growth apparently "did not feature technological change". As an economist I assume they mean that statistical measures of total factor productivity did not grow. But by any ordinary meaning of "technological change" this statement is patently ridiculous: horses were replaced with tractors, employment shifted from agriculture to industry, the production of steel, electricity and machine tools grew exponentially, and city dwellers moved into highrise apartments with radio, TV and refrigerators. (I once travelled a bit in Central Asia and the newly ex-Soviet 'stans felt like developed countries that had fallen on hard times. Nepal didn’t.)
Inline links: total factor productivity
Similarly, Chinese growth is described as lacking "creative destruction and true innovation". If sacking tens of millions of workers from state-owned enterprises, allowing capitalists into the Communist Party, and leading the development of 5G does not count, I am not sure what would.
Inline links: state-owned enterprises, capitalists, 5G
Your Book Review: Zuozhuan
September 01, 2023 · Original source
More than three thousand years ago, the Shang dynasty ruled the Chinese heartland. They raised a sprawling capital out of the yellow plains, and cast magnificent ritual vessels from bronze. One of the criteria of civilization is writing, and they had the first Chinese writing, incising questions on turtle shells and ox scapulae, applying a heated rod, and reading the response of the spirits in the pattern of cracks. “This year will Shang receive good harvest?” “Is the sick stomach due to ancestral harm?” “Offer three hundred Qiang prisoners to [the deceased] Father Ding?” The kings of Shang maintained a hegemony over their neighbors through military prowess, and sacrificed war captives from their campaigns totaling in the tens of thousands for the favor of their ancestors.
Who is Zhu Yifu? Who’s Duan? What’s all this about “overcoming”? Where does the moral deliberation come in? This canon badly needs meta, and the most notable of the ancient commentaries written for the Spring and Autumn Annals is the Zuozhuan. Ten times as long as the text it’s for, the Zuozhuan is the flesh on the Annals’ bare bones, one of the foundational works of ancient Chinese literature and history-writing in its own right.
Scatters of vivid anecdotes sketch out conflicted, impressionistic portraits of the recurring historical figures. While the narrative certainly likes some people better than others, there’s always enough messiness in the events presented, and enough fondness for oblique judgment in the ancient Chinese historical tradition, to leave room for the reader to form their own opinion—even for Confucius himself. His purported judgments are scattered throughout the text of the Zuozhuan, but he also appears as an actual historical figure toward the end, a minister of the state of Lu, navigating between ideals and circumstances just like everyone else. In both cases, he proves more interesting and complex than the common perception of him—to the point of unsettling some commentators from later eras where Confucius had become a nigh-divine figure.
My Presidential Platform
September 05, 2023 · Original source
(source) The American rich already enjoy spending their money on exciting vehicles - yachts for the normies, rockets for the more ambitious, Titanic submersibles for the suicidal. Why not redirect this impulse towards public service? Imagine the fear it would strike into the hearts of the Chinese when the USS Musk enters Ludicrous Mode in the waters off the Taiwan Strait, with Elon himself at the wheel. Imagine how efficiently the USS Jeff Bezos will deliver its payloads! And does anyone doubt that billionaires - usually careful to avoid taxes - will jump at the chance to do this? The Athenians had a parallel liturgy for rich people who would select and sponsor theater productions, but I think we can skip this one for now. Make Sovereign Citizens Real As President, I would encourage Congress to pass sweeping legislation rewriting the US tax code to have bizarre loopholes based on the difference between “legal” and “actual” people, with special reference to World War I and the beginning of income taxes in the 1910s. These would include, but not be limited to: Legal documents that use someone’s names in ALL CAPS will refer to something subtly different than ones that use names in lowercase.
Inline links: source
Defense analysts warn that America’s naval dominance is declining:
Inline links: America’s naval dominance is declining
Only 25 per cent of America’s 114 commissioned surface combatants (cruisers, destroyers, and littoral combat ships) are less than a decade old. By comparison more than 80 per cent of China’s 141 destroyers, frigates, and corvettes have been commissioned in the past decade. In the same time period, the United States commissioned 30 surface combatants . . . The nearly 600-ship Navy of the late 1980s deployed only 15 per cent of the fleet on average. Today, with fewer than 300 ships, the US Navy deploys more than 35 per cent to service its global missions, contributing to a material death spiral.
Highlights From The Comments On Last Week's Model Cities Post
September 11, 2023 · Original source
The original source seems to be this Chinese news site. It doesn’t look like it’s a Babylon-Bee-style satire site (some of the other articles seem real, and none of them are funny) so I’m not sure what their angle is in making it up. Still, aside from a few China-aligned sites that picked it up from them, nobody else says anything about this, so it must be fake. Here is a subthread about whether France selling Kerguelen would even be constitutional.
Inline links: this Chinese news site, whether France selling Kerguelen would even be constitutional
Highlights From The Comments On Elon Musk
September 18, 2023 · Original source
I wrote a piece for Foriegn Policy about why the vision of an 'Everything App' in the US market is essentially impossible. WeChat was created in a very specific Chinese context that simply doesn't translate to the US
One other thing that doesn't seem to fit with this review, but that I'm not sure how to think about. Musk famously gets into a lot of fights with the US government, for example around SEC enforcement and the covid response. But we don't see him criticize China much -- maybe never publicly since covid? From a business perspective that seems smart: the Chinese government has a lot of ways to retaliate against Musk through Tesla, and it seems believable that they would if he criticized them publicly too much. But the review paints a picture of a guy who couldn't maintain that amount of message discipline on subjects he was really passionate about.
Maybe the fights with USG are more tactical than deeply-felt? Maybe China is just intimidating in a way that America isn't? I don't have a conclusion here, just a vague sense that I'm missing something.
Pause For Thought: The AI Pause Debate
October 05, 2023 · Original source
Zach writes in an email: “Much/most of my concern about China isn't China has worse values than US or even Chinese labs are less safe than Western labs but rather it's better for leading labs to be friendly with each other (mostly to better coordinate and avoid racing near the end), so (a) it's better for there to be fewer leading labs and (b) given that there will be Western leading labs it's better for all leading labs to be in the West, and ideally in the US […] In addition to a pause causing e.g. China to catch up (with the above downsides), there's the risk that the US realizes that China is catching up and then ends the pause. (To some extent this is just a limitation of the pause, but it's actual-downside-risk-y if you were hoping that your 'pause' would last through AGI/whatever—with the final progress contributed by algorithmic progress or limited permitted compute scaling, so that labs never have an opportunity to exploit the compute overhang—but now your pause ends prematurely and the compute overhang is exploited.)”
BURNING TIMELINE IN A RACE. Suppose that we prefer America get strong AIs before China. If America pauses but China doesn’t, then after the pause we’d be exactly where we were before, except that China would have caught up relative to America. More generally, companies that care most about AI safety are most likely to obey the pause. So unless we’re very good at enforcing the pause even on non-cooperators, this just hurts the companies that care about safety the most, for no gain.
HOW LONG TO PAUSE. The biggest disadvantage of pausing for a long time is that it gives bad actors (eg China)1 a chance to catch up. Suppose the West is right on the verge of creating dangerous AI, and China is two years away. It seems like the right length of pause is 1.9999 years, so that we get the benefit of maximum extra alignment research and social prep time, but the West still beats China.
Inline links: 1
Links For November 2023
December 01, 2023 · Original source
Sub-Saharan Africa was doing well ten years ago (probably mostly because of rising commodity prices, themselves probably due to the rise of China as a new commodity market). Now it’s doing badly, probably due to a combination of Chinese slowdown / falling commodity prices, rising interest rates, and the Ukraine War distracting all the countries that would otherwise have tried to help (though this explanation requires that other countries trying to help is a good thing, which has been controversial).
23: “China’s GDP has slipped to 65% of the US level, from 74%” (source). But the graph shows a sudden jump from ~65 to ~74 during COVID, followed by a crash back down afterwards. I don’t know how to think about this - I would have expected China’s strict Zero-Covid policy to have weakened their economy relative to the US’ while it was in place - but maybe it’s a confounder. (EDIT: helpful comment)
Inline links: source, helpful comment
What Ever Happened To Neoreaction?
December 07, 2023 · Original source
The early 2010s were good for autocracy. China, recently led by capable yet restrained leaders like Jiang Zemin and Hu Jintao, looked poised to overtake the West. Putin’s Russia had overcome its post-Soviet chaos and was winning victories abroad. And Dubai had just finished building the world’s tallest skyscraper, right next to the world’s biggest mall, world’s biggest artificial island community, etc.
But Putin’s invasion of Ukraine shattered the story of his competence, showed that western democratic countries can make hard choices and stand up for themselves when they have to, and reminded everyone that sometimes dictators do random stupid things that kill hundreds of thousands of people. Xi Jinping did the same in China, both with the Uighur genocide and his (relative) mismanagement of the economy. Dubai hasn’t built anything else Burj Khalifa-sized recently, the mistreatment of Indian laborers there has become more salient, and MbS next door is another anti-advertisement for the totalitarian project.
All of this is premature triumphalism over a few-year reversal in fortunes. Maybe in 2030 America will collapse, China will do something amazing, and we’ll be back to wondering if autocracy is the way to go after all.
Book Review: Cyropaedia
January 10, 2024 · Original source
Between 0 and 1500 AD, China’s population varied between 50 and 100 million people. The population of Genghis Khan’s Mongolia (before its conquests) was between 500,000 and 1 million (so 1% of the Chinese total). I can’t find population figures for the Jurchens, Manchus, and all the other “barbarian” groups who invaded China, but I think they were probably closer to the Mongol level than the Chinese.
Xenophon’s view of Persia - they were great because they were hard men who resisted decadence - is what historian-blogger Bret Devereaux calls “The Fremen Mirage”. Devereaux is against this. He has a long, very interesting series on how this trope gets called up to serve various unsavory agendas, but in real life settled “decadent” states usually beat hard “manly” barbarians. Sure, some barbarians eventually conquered the Western Roman Empire. But before that happened, the Romans conquered hundreds of barbarian tribes in the process of taking the entire Mediterranean region and holding it for hundreds of years. The score is still settled states 100, barbarians 1. And this is a typical record - look at China, the Middle East, etc, and you will find a similar pattern.
Inline links: historian-blogger Bret Devereaux calls “The Fremen Mirage”
Grant that settled states beat barbarians most of the time (for example, by Devereaux’s numbers, China was only ruled by barbarians for 13 - 24% of its history). Is this more or less than we would expect?
Highlights From The Comments On Capitalism & Charity
January 11, 2024 · Original source
Zone based reforms are a hack around the public choice challenges of nation-state reforms. Bob Haywood, former director of the World Economic Processing Zones Association, makes the case that zones address Doug North's "natural state" of oligarchy preventing liberalization because export zones don't immediately threaten the rent-seeking structures. In his experience, usually zones were adovcated by the peripheral elites - not the core elites, but the son-in-law, cousin, younger brothers, etc. who had access to elites but were not currently benefiting from rent-seeking themselves. Without zone solutions, however irregular their success, most nations tend to be stuck in the "natural state" of oligarchic rent-seeking. Haywood makes the case that zones led to broader economic liberalization in Mexico, China, Mauritius, Ireland, and elsewhere. If the benefits of zone-based reforms includes broader economic liberalization then the returns are much greater.
Links For February 2024
February 29, 2024 · Original source
At first I thought this was the actual house Jesus grew up in and thought “oh, no wonder he turned out that way”. But in fact it’s the “marble screen” placed around the house for protection. 3: A surprising puzzle from @finmoorhouse: “Imagine you begin a journey in Seattle WA, facing exactly due east. Then start traveling forward, in a straight line along the Earth's surface. You will travel across North America, and onto the Atlantic Ocean. Eventually, you will hit another country. What is the first country you hit?” Answer here. 4: Polypharmacy blog has some good psychiatry content. I especially liked Stop Twisting Yourself Into Knots About QTc, which is one of those things lots of people know but which takes bravery (and a lot of tough scholarship to justify your controversial position) to say. I would add Outcomes of Citalopram Dosage Risk Mitigation in a Veteran Population to the pile of evidence. 5: Yawboadu on the Ethiopian economic miracle. In 2002, Ethiopia was the poorest country in Africa, but since then it's grown at 9%/year for twenty years, even as the rest of the continent languishes. Yaw tells a familiar story; Ethiopia was taken over by communists in the 70s, they caused mass starvation, but after they were overthrown the country shot up the development ladder. We can add them to the list of other successful ex-communist or liberalized-communist countries like Poland, China, and Vietnam. What’s the common factor? Plausibly land reform. The communists redistributed the land, this didn't help when the country was still under communism, but liberalized economy + land reform is the secret combination. In support of this, Yaw says that "Ethiopia's rapid growth in comparison to many African nations is attributed to a significant increase in agricultural productivity". Ethiopia did other things right, but the land reform seems like the one that separates it from every other lower-income country trying to get on the development ladder. 6: It’s Okay To Want Your Children To Be Healthy Even If The World Falls Apart - BPodgursky’s defense of polygenic selection. This is a response to the people saying polygenic selection is bad, because we should instead make parents have children with diseases, then treat the diseases with medication. BPodgursky’s counterargument is that this goes badly if the economy collapses and medications become less accessible. This is surely true, but seems like only a very weak argument compared to “why should we force people to stay dependent on expensive, inconvenient, and side-effect medication when we can just not do this?” I’m honestly weirded out that we have to make this argument at all; still, it seems like we do, and BPodgursky does a good job. 7: Related: Awais Aftab has a new post about polygenic screening and how likely it is to perform up to its advertised standard in reducing schizophrenia risk. My response here. 8: @literalbanana’s take on recent plagiarism scandals - plagiarism isn’t that important on its own, but “since copy-pasting is already against the rules, and is highly legible and verifiable, it seems like a relatively easy thing to enforce to get rid of the laziest and/or most incompetent >1% of the literature and the field.” 9: @BoyanSlat reads “every page of OurWorldInData” and lists his favorite discoveries, including: Almost all countries in Africa have higher death rates from obesity than in Western Europe and the USA
Inline links: Answer here, Stop Twisting Yourself Into Knots About QTc, Outcomes of Citalopram Dosage Risk Mitigation in a Veteran Population, Yawboadu on the Ethiopian economic miracle, It’s Okay To Want Your Children To Be Healthy Even If The World Falls Apart, a new post about polygenic screening, here, @literalbanana’s take on recent plagiarism scandals, lists his favorite discoveries
Fertility rates in China and Taiwan have reduced at similar rates over the past 50 years, suggesting that China’s one-child policy didn’t have a significant effect on curbing its population growth.
Practically-A-Book Review: Rootclaim $100,000 Lab Leak Debate
March 28, 2024 · Original source
Source: NPR. To be fair, we have only the scientist’s word that this is why he had the picture. But he definitely did have it. People say it would be a surprising coincidence if a zoonotic coronavirus pandemic just so happened to start in a city with a big coronavirus research lab, and this is true. But it would be an even more surprising coincidence if a lab-leak coronavirus pandemic just so happened to first get detected at a raccoon-dog stall in a wet market! Saar: It’s not clear that the first case was at the wet market; a certain Mr. Chen, with no connection to the market, seems to have fallen sick on December 8. An SCMP article suggested there were 92 previously-undetected cases suspicious for COVID as far back as November. And even if half of the first forty universally-agreed-upon cases had market connections that means another half didn’t. There was a bias towards detecting cases at the market: because authorities thought the market was the origin, and because everyone was thinking about zoonosis after SARS1, they only screened/diagnosed people with a market connection. One of the few non-market-connected COVID cases detected during this period was only detected because he was the relative of a hospital worker; the worker noticed the signs and insisted they go to the hospital despite the lack of a wet market connection. Although the map of positive samples and cases at the market was centered near the raccoon-dog stall, that could be because that area was sampled more; it’s also close to the mahjong room, where visitors and vendors at the market would go and unwind in a tight, poorly ventilated area. The next session will focus more on the WIV, but the short version is that they were doing lots of gain of function research. So one story compatible with the evidence is that a worker at WIV got infected with their modified coronavirus and passed it to his contacts. COVID started spreading quietly a few weeks to months before the first market-related case was detected. This accounts for the 92 earlier cases, Mr. Chen’s case, and the half of officially-detected cases with no wet market association. Then an infected person went to the market, causing a super-spreader event. Some of the infected market patrons went to the hospital, where doctors traced it back to the market and told other doctors to be on the lookout for wet market patrons coming in with weird viral pneumonias. They found some, declared victory, and the few anomalies - like the hospital worker’s relative - were forgotten, or assumed to have wet market connections that nobody could find. China quashed all evidence of the lab research (as was done in previous lab leak cases, eg the USSR) so all we have is the apparent wet market links that Peter found so convincing. Peter: The supposed pre-wet-market cases are confirmed fakes. Yes, the WHO did an investigation of whether there might have been COVID cases circulating before the wet market, and identified 92 unusual pneumonias that merited further review. But their final investigation, which included testing samples from these people after good tests became available, found that none of these people really had COVID. As for Mr. Chen, he said in an interview that he was hospitalized for dental issues on December 8, caught COVID in the hospital on December 16, and then was erroneously reported as “hospitalized for COVID on December 8”. The December 16 date is after the first wet market cases. Further, it seems epidemiologically impossible for COVID to have been circulating much before the first cases were officially detected December 11. The COVID pandemic doubles every 3.5 days. So if the first infection was much earlier - let’s say November 11 - we would expect 256x as much COVID as we actually saw. Even if the first couple of cases were missed because nobody was looking for them, the number of hospitalizations, deaths, etc, in January or whenever were all consistent with the number of people you’d expect if the pandemic started in early December - and not consistent with 256x that many people. So probably we should just accept that the first reported case - a wet market vendor, December 11 - was very early in the pandemic. She wasn’t literally the first case - that would most likely have been someone who worked at the raccoon-dog shop, whose case might (like 95% of COVID cases) have been mild enough not to come to medical attention. But she was certainly very early. Although authorities eventually decided COVID spread through a wet market and started deliberately looking for wet market connections, this only happened on December 30. So the earliest cases - including the 40 very earliest cases where half came from the wet market - weren’t biased (at least not through that particular route). So the claim that “the first case, and half of the first 40 cases, had wet market connections” stands as real and convincing evidence. Although the exact center of the map of positive COVID samples in the wet market was the mahjong room, the samples taken from the mahjong room were not, themselves, positive (cf: although a low-resolution population density map of New York might show Central Park in the exact center of the population density gradient, Central Park does not itself have population). There was no real “super-spreader event” at the wet market. There was a slow burn - one case the first day, a few more the next day, a few more the day after that. It’s hard to see how a single visit from an infected lab worker could do that. So the only way it could possibly be a lab leak is if the lab leaked sometime in late November, infected exactly one lab worker, that worker went straight to the wet market, infected a vendor, then went home, quarantined, recovered, and all other cases were downstream of that first infected wet market vendor. This is unparsimonious. Saar: The only source saying that Mr. Chen got sick early was an anonymous interview. And even if he was later than the first wet market cases, nobody was able to find any wet market connections. This means that whoever infected him was earlier than the index case and not linked to the wet market. Peter argued that COVID couldn’t have been more than a few weeks old when the first wet market cases were detected. But this was based on its known doubling rate. If pre-discovery COVID had a slower doubling time than known COVID, it could have been around longer. And post-lockdown serology suggested numbers that were larger than claimed at the time. So contra Peter’s claims, the infection could have been going on longer, which wouldn’t require the first lab worker to go straight to the market. It could have been weeks. Dr. Jesse Bloom’s investigation of the wet market samples, considered the final and most conclusive, failed to find a clear connection between COVID and raccoon-dogs or any other animals. Although the concentration of positive samples seemed highest near the raccoon dog stall, if you do a formal statistical analysis of which animals’ DNA was found near COVID samples most often, raccoon dogs are near the bottom. The top is wide-mouth bass, which can’t get COVID. This is obviously contamination, probably from infected humans touching wide-mouth bass tanks or something. Although the Chinese data included a negative sample from a mahjong table, it included a mention of poultry being sold nearby, which might mean this wasn’t the mahjong room itself, but some other mahjong table at a poultry shop elsewhere in the market, and (dry) mahjong tables might not hold the virus well anyway. Peter: Raccoon-dogs were sold in various cages at various stalls, separated by air gaps big enough to present a challenge for COVID transmission, and there’s no reason to think that one raccoon-dog would automatically pass it to all the others. The statistical analysis just proves there were many raccoon-dogs who didn’t have COVID. But you only need one. The raccoon dog shop and the drain leading out of the raccoon dog shop had some of the highest positive sample rates, which is more interesting than a statistical analysis which everyone agrees must be wrong (since it favors bass). It’s unclear why the negative mahjong sample says something about poultry, but based on the stated location, it’s definitely the one in the mahjong room. Session 1.5: Lineages This was technically part of Session 2, but formed enough of a discrete topic that I found it confusing to intermix it with all the other viral genetics points. I’m spinning it out into a separate summary, but the videos are all in the next session. Yuri: The coronavirus eventually mutated into many different strains. But the first big split, seen in some of the earliest samples, is between two different sub-strains called Lineage A and Lineage B, which differ by two mutations. In these two mutations, Lineage A is the same as BANAL-52, a bat virus which is the closest-known relative of COVID, but Lineage B is different. Since COVID probably evolved from something like BANAL-52, Lineage A must have come first, spread for a while, and then gotten two new mutations, turning it into Lineage B. All of the cases at the wet market, including the first detected case, were Lineage B. Lineage A wasn’t discovered until about a week later, and none of the Lineage A patients had been to the wet market. Lineage A (left) was used by the Minoan Cretans, but has never been deciphered. Lineage B (right) was used by the Mycaeneans for lists of palace goods. This matches Saar’s story above. The lab leaked to somewhere else in Wuhan, not the wet market. The virus spread undetected in the population for a while. During this time, it mutated to Lineage B. Then one of the people with Lineage B went to the wet market and started a superspreader event. The authorities sampled the patients, found Lineage B, then started looking elsewhere. Later they detected some of the earlier Lineage A cases. The market is unlikely to be the origin of the pandemic, because the original Lineage A strain wasn’t found there. Peter: Although Lineage A is evolutionarily older, Lineage B started spreading in humans first. We know this because Lineage B is more common. Throughout the early pandemic, until the D614G variant drove all other strains extinct, a consistent 2/3 of the cases were B, compared to 1/3 A. Both strains spread at the same rate, so the best explanation is that B started earlier than A. Since COVID doubles every 3-4 days, probably Lineage B started 3-4 days earlier than Lineage A, which explains why it’s always been twice as many cases. But also, Lineage B also has more internal genetic diversity than Lineage A. In general, older viruses have more genetic diversity (the “molecular clock”). This is further evidence that B started spreading first. Pekar 2022 and Pipes 2021 do analyses with known parameters for spread rate and diversity, and find 90%+ odds that Lineage B was the first one in humans. Why did the older strain start spreading later? Probably the virus crossed from bats into raccoon-dogs on some raccoon-dog farm out in the country. It spread in the raccoon-dogs for a while, racking up mutations, including the (less mutated) Lineage A strain and the (slightly more mutated) Lineage B strain. Then several raccoon-dogs were taken to Wuhan for sale, including one with Lineage A and another with Lineage B. The one with Lineage B passed its virus to humans earlier. Then 3-4 days later, the Lineage A one passed its virus to humans. Lineage A was first found in a Wuhan neighborhood right next to the wet market (closer to the wet market than 97% of Wuhan’s population). Again, it would be a bizarre coincidence if a lab leak pandemic was first detected at a wet market. But it would be an even more bizarre coincidence if a lab leak pandemic separated into two strains, and both were first detected at a wet market! Although no known wet market cases were Lineage A, a positive Lineage A environmental sample was found at the wet market, and everyone agrees most cases went undetected. So maybe the Lineage B raccoon-dog spread its virus to a vendor, and that sub-strain mostly stayed in the market. But the Lineage A raccoon-dog spread its virus to a customer, who went back to his house nearby, and that strain spread in the neighborhoods next to the market. This is the only story that explains the evolutionary precedence of A, the greater spread and older molecular clock of B, and the fact that both strains were first found very close to the wet market. Yuri/Saar: Lineage B could be more common and diverse because it got the advantage of a super-spreader event in the wet market. There are a few scattered cases of intermediates between A and B, and a few other scattered cases of lineages that seem even more ancestral (ie closer to the bat virus) than either. This doesn’t make sense in a double spillover hypothesis. But it does make sense if the lineages separated in human transmission somewhere between the lab and the first super-spreader event at the wet market. Peter: Again, the wet market wasn’t a super-spreader event. COVID spread in the wet market at exactly its normal spread rate, doubling about once every 3.5 days. Stop calling the wet market a super-spreader event. The scattered cases of “intermediates” are sequencing errors. They were all found by the same computer software, which “autofills” unsequenced bases in a genome to the most plausible guess. Because Lineage B was already in the software, depending on which part of a Lineage A virus you sequenced, you might get one half or the other autofilled as Lineage B, which looked like an “intermediate”. We know this because all the supposed “intermediates” were partial cases sequenced by this particular software. We can confirm this by noting that there are too many intermediates! That is, where Lineage A is (T/C) and Lineage B is (C/T), the software found both (T/T) “intermediates” and (C/C) “intermediates”. But obviously there can only be one real intermediate form, and we have to dismiss one or the other. But in fact we can dismiss both, because they were both caused by the same software bug. The scattered “progenitor” cases - those closer to the ancestral bat virus than either A or B - are reversions, ie cases where a new mutation in the virus happened to hit an already-mutated base and shift it back towards the ancestral virus. We know this because all of these “progenitors” were scattered cases found months after the pandemic started, often in entirely different countries from Wuhan. If these were real progenitor viruses, they would have either fizzled out or exploded into a substantial portion of all cases, not be found one time in one guy in Malaysia. Given the number of mutations the virus developed over the course of the pandemic, it’s inevitable that some of them would be mutations that bring it closer to the original bat virus, and in fact we find the number of “progenitors” found very nicely matches the number of progenitor-appearing viruses we would expect by chance. And in many cases, we know the “progenitors” are newer than the original lineages, because they also have some of the later mutations that Lineage A or B picked up along the way, alongside their apparent ancestral-bat-virus-like mutations. Session 2: Viral Genetics Yuri: Two years before COVID, scientists at the Wuhan Institute of Virology, together with colleagues at the University of North Carolina, sent in a grant proposal for the DEFUSE program. This program, intended to locate and better understand potential future pandemic viruses, involved going into bat caves and collecting new coronaviruses. Once they had them, they would do gain-of-function: specifically, they would add a furin cleavage site to make them more infectious and see what happened. (quick interlude: COVID’s spike protein has two sections: one binds to human cells through the ACE2 receptor, the other helps fuse with the cell after binding. In order to avoid the immune system, it hides both of these into one spike. But when it reaches a cell, it needs to separate them again. It takes advantage of a human respiratory enzyme, furin, to do the separation - this also ensures that it only infects its primary target, human respiratory cells. The part of COVID that lets it get separated by furin is called the “furin cleavage site”. COVID’s bat-virus ancestors were gastrointestinal viruses; the addition of a furin cleavage site was what made them respiratory viruses.) We’ve found two close relatives of COVID: bat viruses called RATG-13 and BANAL-52. In particular, COVID looks more or less like BANAL-52 plus a furin cleavage site. There are 1500 sarbecoviruses, members of the family of viruses that includes SARS and SARS2/COVID. None of them except COVID have furin cleavage sites. BANAL-52, COVID’s closest ancestor, doesn’t even have anything resembling one that could mutate into a functional furin cleavage site like COVID’s. Instead, COVID - which mostly just resembles BANAL-52 with a few scattered single-point mutations - has twelve completely new nucleotides in a row - a fully formed furin cleavage site that came out of nowhere. There is nowhere else in the genome that COVID differs from BANAL-52 in such a profound way. It’s just BANAL-52 plus a little bit of random mutation plus a fully-formed furin cleavage site that came out of nowhere. Further, the furin cleavage site is weird. It uses the protein arginine twice. But instead of the nucleotides coding for arginine in the usual viral way, both times it uses the codons CGG - the way that higher animals code for arginine. This works fine - it’s just not how viruses do it. So the obvious conclusion is that WIV, which said in 2018 that it was going to find viruses and add furin cleavage sites to them, found a close relative of BANAL-52 and added a furin cleavage site. Since they were humans, and most familiar with the human way of encoding arginine, they added it as CGG both times. COVID seemed surprisingly optimized for infecting humans. Of fifty animals it was tested in, including the usual coronavirus intermediate hosts (pangolins, raccoon-dogs, etc), it was best at infecting human cells. Further, a virus that enters a new species will usually show a burst of mutations as it “figures out” the best way to adapt to that species’ unique biology. But COVID has had a pretty constant mutation rate in humans, from the beginning of the pandemic to the end. That suggests it was already adapted to humans. This could be because the lab screened for viruses with existing adaptations, because they passed it through humanized mice in the lab, or because it adapted in the hundreds of undetected cases that happened between the lab and detection in the wet market. Usually, research with potentially dangerous coronaviruses is done in BSL-3 or 4, ie high to very-high security. But WIV was irresponsibly doing it in BSL-2, ie medium security. The researchers weren’t even required to wear masks. In general, about 1/500 labs will leak any given pathogen they’re working on (?!). But because WIV was researching such an infectious virus in such an irresponsible way, the odds of a leak were much higher. The most likely explanation for all these facts is that WIV went ahead and did the gain-of-function research they said they were going to do (the particular DEFUSE grant proposal we know about got rejected, but it proves that Wuhan wanted to do this, and they could easily have gotten funding somewhere else, or done it out of their regular budget). They found a close relative of BANAL-52 and added a furin cleavage site as a simple twelve-nucleotide insertion, using the human method of encoding arginine that their genetic engineers were familiar with. Then it leaked, spread for a while in the general Wuhan population, and eventually made it to the wet market where it got detected. Peter: As mentioned earlier, the DEFUSE grant was rejected. Further, the grant said that the Wuhan Institute of Virology was responsible for finding the viruses, and the University of North Carolina would do all the gain-of-function research. This was a reasonable division of labor, since UNC was actually good at gain-of-function research, and WIV mostly wasn’t. They had done a few very simple gain-of-function projects before, but weren’t really set up for this particular proposal and were happy to leave it for their American colleagues. Even if WIV did try to create COVID, they couldn’t have. As Yuri said, COVID looks like BANAL-52 plus a furin cleavage site. But WIV didn’t have BANAL-52. It wasn’t discovered until after the COVID pandemic started, when scientists scoured the area for potential COVID relatives. WIV had a more distant COVID relative, RATG-13. But you can’t create COVID from RATG-13; they’re too different. You would need BANAL-52, or some as-yet-undiscovered extremely close relative. WIV had neither. Are we sure they had neither? Yes. Remember, WIV’s whole job was looking for new coronaviruses. They published lists of which ones they had found pretty regularly. They published their last list in mid-2019, just a few months before the pandemic. Although lab leak proponents claimed these lists showed weird discrepancies, this was just their inability to keep names consistent, and all the lists showed basically the same viruses (plus a few extra on the later ones, as they kept discovering more). The lists didn’t include BANAL-52 or any other suitable COVID relatives - only RATG-13, which isn’t close enough to work. Could they have been keeping their discovery of BANAL-52 secret? No. Pre-pandemic, there was nothing interesting about it; our understanding of virology wasn’t good enough to point this out as a potential pandemic candidate. WIV did its gain-of-function research openly and proudly (before the pandemic, gain-of-function wasn’t as unpopular as it is now) so it’s not like they wanted to keep it secret because they might gain-of-function it later. Their lists very clearly showed they had no virus they could create COVID from, and they had no reason to hide it if they did. COVID’s furin cleavage site is admittedly unusual. But it’s unusual in a way that looks natural rather than man-made. Labs don’t usually add furin cleavage sites through nucleotide insertions (they usually mutate what’s already there). On the other hand, viruses get weird insertions of 12+ nucleotides in nature. For example, HKU1 is another emergent Chinese coronavirus that caused a small outbreak of pneumonia in 2004. It had a 15 nucleotide insertion right next to its furin cleavage site. Later strains of COVID got further 12 - 15 nucleotide insertions. Plenty of flus have 12 to 15 nucleotide insertions compared to other earlier flu strains. Sometimes insertions happen because of a mistake in viral replication. Other times the virus gets confused between its own RNA and its host’s, and splices a bit of the host RNA into the virus. This would neatly explain why the insertion used the unusual coding CGG for arginine, which is common in animals but rare in viruses. On the other hand, it’s not that rare in viruses - COVID uses CGG for arginine about 3% of the time. And human engineers don’t necessarily use it any more than that - Peter was able to find one example of humans adding arginine to a virus, and 0 out of the 5 arginines added were CGG. COVID’s furin cleavage site is a mess. When humans are inserting furin cleavage sites into viruses for gain-of-function, the standard practice is RRKR, a very nice and simple furin cleavage site which works well. COVID uses PRRAR, a bizarre furin cleavage site which no human has ever used before, and which virologists expected to work poorly. They later found that an adjacent part of COVID’s genome twisted the protein in an unusual way that allowed PRRAR to be a viable furin cleavage site, but this discovery took a lot of computer power, and was only made after COVID became important. The Wuhan virologists supposedly doing gain-of-function research on COVID shouldn’t have known this would work. Why didn’t they just use the standard RRKR site, which would have worked better? Everyone thinks it works better! Even the virus eventually decided it worked better - sometime during the course of the pandemic, it mutated away from its weird PRRAR furin cleavage site towards a more normal form. Further, COVID’s furin cleavage site was inserted via what seems to be a frameshift mutation - it wasn’t a clean insertion of the amino acids that formed the site, it was an insertion of a sequence which changed the context of the surrounding nucleotides into the amino acids that formed the site. This is a pointless too-clever-by-half “flourish” that there would be no reason for a human engineer to do. But it’s exactly the kind of weird thing that happens in the random chance of evolution. COVID is hard to culture. If you culture it in most standard media or animals, it will quickly develop characteristic mutations. But the original Wuhan strains didn’t have these mutations. The only ways to culture it without mutations are in human airway cells, or (apparently) in live raccoon-dogs. Getting human airway cells requires a donor (ie someone who donates their body to science), and Wuhan had never done this before (it was one of the technologies only used at the superior North Carolina site). As for raccoon-dogs, it sure does seems suspicious that the virus is already suited to them. The claim that COVID is uniquely adapted to humans is false. The paper that claimed that defined how well COVID was adapted to different animals by those animals’ difference (on the relevant cell receptors) from humans. So in its methodology, humans came out #1 by default. If you don’t do that, COVID is better-adapted to many other animals. It’s not necessarily true that viruses see a burst of mutations when they enter a new host. COVID spread to deer and mink, and in neither case was there a burst of mutations. COVID has a pretty simple job of infecting respiratory cells and is already very good at it, regardless of species. In Yuri’s model, Wuhan Institute of Virology picked up a discarded grant and decided to do the gain-of-function half allotted to a different university, despite their relative inexperience. They skipped over all the SARS-like viruses they were supposed to work on, and all the standard gain-of-function model backbones, in favor of BANAL-52, a virus which would not be discovered for another two years, but which they somehow had samples of, which they had for some reason decided to keep secret despite its total lack of interestingness. Then they would have had to eschew all usual gain-of-function practices in favor of inserting a weird furin cleavage site that shouldn’t have worked according to the theory they had at the time, via a frameshift mutation. Then they would have had to culture it, a technique beyond their limited capabilities. Then it would have had to leak, and magically show up again in front of the raccoon-dog stall at a wet market. Yuri: WIV wouldn’t have needed to keep BANAL-52 “secret” in some kind of sinister way. Plenty of researchers have backlogs of work they haven’t published yet. Probably they a found BANAL relative in one of their normal sampling trips, did some preliminary studies on it, and planned to publish it later once they cleaned up their data. Everyone works like this. The part of DEFUSE saying that they would only work on viruses that were 95% similar to SARS is unclear and might mean something else. It looks more like they say they’ll start with those viruses, but also do some work on novel viruses. BANAL-52 could have been one of the novel viruses. The furin cleavage site is weird, but the researchers might have done that on purpose, to make the virus easier to keep track of, or to test different furin cleavage sites. Depending on the exact BANAL-52 relative they used, it might not even be a frameshift; there’s a particular way to spell serine that would make the insertion more natural. The claims that COVID can’t be cultured in normal media are based on speculative original research by Peter and might not hold up. Peter: WIV did most of its virus-gathering in a trip to a Yunnan cave between 2010 and 2015. All those viruses have long since been processed and added to the database. There’s no sign that they made more trips to Yunnan caves, and no reason for them to keep that secret. So the idea that they might just have some new viruses they didn’t publish doesn’t hold up. But suppose they did make more trips. Given the amount of time between the DEFUSE proposal and COVID, if they kept to their normal virus-collection rate, they would have gotten about thirty new viruses. What’s the chance that one of those was BANAL-52? There are thousands of bat viruses, and BANAL-52 is so rare that it wasn’t found until well after the pandemic started and people were looking for it very hard. So the chance that one of their 30 would be BANAL-52 is low. Also, they said in DEFUSE that they planned to go back to the same Yunnan cave. But BANAL-52 was found far away from that cave, so unless it ranged over a wide area, they probably couldn’t have found it even if they got very lucky. Session 3: Closing Arguments This third debate was supposed to be about “inference”, ie how much Bayesian evidence was provided by each of the facts given so far, and how to fit them into the Rootclaim probabilistic model. I’m going to relegate my summary of the more probabilistic half to the next section of this post, and just include the closing arguments here. Saar: Peter’s case hinges on the idea that it’s very improbable that a lab leak pandemic would first show up at a wet market. But this isn’t necessarily improbable. The Huanan Seafood Market had several factors that made it a likely location for a superspreader event. It was busy, with over 10,000 visitors a day. Many of the people there (eg the 1,000 vendors) came back daily, letting them reinfect each other. It had poor ventilation, especially in the high-positivity area near the raccoon-dog stall. It had cold wet surfaces on which the virus could survive for long periods. It was indoors, which prevented UV light from killing the virus. Given a small amount of sporadic COVID going around Wuhan, it’s not surprising for the first place it started spreading en masse to be a wet market. In fact, we have several examples of this. When China was COVID Zero, there would occasionally be small outbreaks that the authorities would have to contain. Most of these were at wet markets. For example, the big COVID outbreak in Beijing started at Xinfadi Market, their local seafood market. This couldn’t be an animal spillover, because there were no raccoon-dogs or other weird wildlife there. So it must be that wet markets are natural places for superspreader events. There are several other examples, which make up about half of the total outbreaks in Zero COVID era China, plus others in Singapore and Thailand. Since COVID clusters concentrate in wet markets even when there is no animal spillover, we should accept this as a property of the virus, and not attribute any significance to the fact that this happened in Wuhan too. Peter: About 1/10,000 citizens of Wuhan was a wet market vendor. So there’s a 1/10,000 chance that the first known COVID case should be a wet market vendor by chance alone. Weibo lists the most popular places for people to check in to their network on their phones, and the wet market was the 1600th most popular place in Wuhan, meaning that if you weight locations by busy-ness, there’s a less than 1/1600 chance that the first cases would be in the wet market. Yes, the wet market is indoors, has mediocre ventilation, has repeat visitors, etc. So do thousands of other places in Wuhan, like schools, hospitals, workplaces, places of worship. The wet market isn’t special in any way. And again, it wasn’t a superspreader event! COVID spread at the same rate in the wet market as it does everywhere else: doubling once per 3.5 days. It doesn’t matter what kinds of arguments you can come up with for why the wet market should have been the perfect superspreader event location, we can look at it and see that it wasn’t. It’s an environment that spreads COVID at exactly the normal rate. Zero COVID era Chinese outbreaks were concentrated in wet markets because they received infected animal products. We know why there was an outbreak in the Xinfadi Market in Beijing: it was because the seafood stall got frozen fish from some non-Zero-COVID country, the fish had COVID particles on it, and the vendor got infected and spread it to everyone else. Something like this is true for the other Chinese wet market based outbreaks we know about it. So this makes the opposite point you think it does: wet markets start outbreaks because there are infected goods being sold there. Then the virus spreads through the wet market at a completely normal rate. Saar: The Weibo list of 1600 places bigger than the wet market is likely inaccurate, because it's based on check-in data and people don't check in to seafood markets. Most of those 1600 places aren't amenable to superspread. The 70 markets supposedly bigger than Huanan are irrelevant, because they're supermarkets, open air markets, etc. Huanan is the largest seafood market in central China, and a more likely place for the first cluster of cases to be noticed. Markets weren't a common spillover location in SARS1, so the zoonosis hypothesis hasn't "called" this event in a way that should give them a high Bayes factor. And there’s still plenty of evidence for isolated (though not super-spreading) pre-market cases. A British expatriate in Wuhan, Connor Reed, says he got sick in November, three weeks before the first wet market case. Later the hospital tested his samples and said it was COVID. Another paper reports 90 cases before the first wet market one. Peter: Connor Reed was lying. The case wasn’t reported in any peer-reviewed paper. It was reported in the tabloid The Daily Mail, months after it supposedly happened. He also told the Mail that his cat died of coronavirus too, which is rare-to-impossible. Also, to get a positive hospital test, he would have had to go to the hospital, but he was 25 years old and almost no 25-year-olds go to the hospital for coronavirus. His only evidence that it was COVID was that two months later, the hospital supposedly “notified” him that it was. The hospital never informed anyone else of this extremely surprising fact which would be the biggest scientific story of the year if true. So probably he was lying. Incidentally, he died of a drug overdose shortly after giving the Mail that story; while not all drug addicts are liars, given all the other implausibilities in his story, this certainly doesn’t make him seem more credible. And in any case, he claimed he got his case at a market “like in the media” The other 90 cases are also fake. A lab leak guy found a paper that mentioned 90 more cases than other papers, and made up a conspiracy theory where the author was trying to secretly communicate that there had been 90 secret cases before any of the confirmed cases, even though there was nothing about this in the text of the paper. But actually that paper just counted cases differently than other papers, and they were referring to normal cases after the pandemic officially started. Again, I’ll come back to the discussion about inference later, but for now, here’s a table of both sides’ reasoning. This exact presentation comparing both analyses is mine3, but you can see Saar’s version here, and Peter’s starting at 45:33 of this video. Slightly made up; the two sides didn’t express their probabilities in the same way and I had to make editorial decisions to match them. Note that these aren't entirely comparable because Peter is being laxer about out-of-model probability than Saar. Although Saar's final odds here are 533-to-1, this just the central estimate. Rootclaim’s real final probability is 94% lab leak. You can see their analysis here. And The Winner Is . . . … … … … … Peter and the zoonosis hypothesis. This was a decisive victory. There were two judges, who each gave separate verdicts (or were allowed to declare a draw). Both judges decided in favor of Peter. You can see the judges’ own summary of their reasoning here (Will, Eric) Manifold agreed with the judges. There was a prediction market on who would win. It started out 70-30 in favor of lab leak. As the videos came out, zoonosis started doing better and better. I don’t want to take the exact final numbers too seriously, since I think some of the later price increases involved hints from the participants’ behavior. But it’s clear which way viewers thought the wind was blowing4. Around the same time, the Good Judgment Project - Philip Tetlock’s group studying superforecasters - put out a report on the lab leak hypothesis. After studying it in depth, his forecasters ended up 75-25 in favor of zoonosis. The Rootclaim debate was one of ten sources they said they found especially interesting. And also around the same time, and unrelated to any of this, the Global Catastrophic Risks Institute surveyed experts (“168 virologists, infectious disease epidemiologists, and other scientists from 47 countries”) and found the same thing (though see here for some potential problems with the survey): For what it’s worth, I was close to 50-50 before the debate, and now I’m 90-10 in favor of zoonosis. III. The Math And The Aftermath The third debate session was about “inference”, how to put evidence together. I put this part off until after disclosing the winner, because I wanted to talk about some of these issues at more length. The Math: Judges Both judges included a probabilistic analysis in their written decision. Here’s the same table as above, expanded to add the judges: I shoehorned the judges’ factors into the categories I already had; some of them were actually subtly different from Peter’s, Saar’s, and each other’s. The “priors” category is especially a mess here. We’ll go over these later, but I get the impression that they both thought of probabilistic analyses as an afterthought. For example, Judge Eric wrote 30,000 words about which considerations moved him, and only then includes the analysis, saying: I am not convinced that this Bayesian calculation is even an appropriate way to estimate the relative posterior probability of Z and LL; it just seemed fair that after criticizing Rootclaim’s calculations at length I should make an attempt at it myself. Judge Will’s decision ran to 10,000 words. He said he independently tried both reasoning it out intuitively, and running the Bayesian analysis, and was relieved when these two methods returned the same result. He said: I am skeptical that the Bayesian decision making/evaluation methods are any more "objective" than [intuitive reasoning]. I think they maximize legibility, not objectivity, and tend to hide the intuitive/heuristic portion in the data inclusion step and values, where it’s harder to see . . . I am not skilled in the Bayesian method, and I am sure I made significant mistakes. More time and practice would improve and refine my estimates. At the fundamental rules of the universe level, Bayesian analysis must be the best way to evaluate evidence. However, I am unsure that it’s a good strategy for a human given our cognitive limitations, and doubly unsure it’s truly being used (in the dispassionate sense) where the outcome is social desirability/fame/Twitter likes. I’m focusing on this because Saar’s opinion is that the debate went wrong (for his side) because he didn’t realize the judges were going to use Bayesian math, they did the math wrong (because Saar hadn’t done enough work explaining how to do it right), and so they got the wrong answer. I want to discuss the math errors he thinks the judges made, but this discussion would be incomplete without mentioning that the judges themselves say the numbers were only a supplement for their intuitive reasoning. That having been said, let’s look deeper into some of Saar’s concerns. The Math: Extreme Odds Saar complained that Peter’s odds were too extreme. For example, Peter said there was only a 1/10,000 chance that a lab leak pandemic would first show up at a wet market. Peter’s argument went something like: obviously a zoonotic pandemic would start at a site selling weird animals. But a lab leak pandemic - if it didn’t start at the lab - could show up anywhere. 1/10,000 Wuhan citizens work at the wet market. So if a lab leak was going to show up somewhere random, the wet market was a 1/10,000 chance. Saar had specific arguments against this, but he also had a more general argument: you should rarely see odds like 1/10,000 outside of well-understood domains. In his blog post, he gave this example: A prosecutor shows the court a statistical analysis of which DNA markers matched the defendant and their prevalence, arriving at a 1E-9 probability they would all match a random person, implying a Bayes factor near 1E9 for guilty. But if we try to estimate p(DNA|~guilty) by truly assuming innocence, it is immediately evident how ridiculous it is to claim only 1 out of a billion innocent suspects will have a DNA match to the crime scene. There are obviously far better explanations like a lab mistake, framing, an object of the suspect being brought by someone to the scene, etc. So the real p(wet market|lab leak) isn’t the 1/10,000 chance a pandemic arising in a random place hits the wet market, but the (higher?) probability that there’s something wrong with Peter’s argument. Then Saar tried to show specific things that might be wrong with Peter’s argument. I didn’t find his specific examples convincing. But maybe the question shouldn’t be whether I agreed with him. It should be whether I’m so confident he’s wrong that I would give it 10,000-to-1 odds. This makes total sense, it’s absolutely true, and I want to be really, really careful with it. If you take this kind of reasoning too far, you can convince yourself that the sun won’t rise tomorrow morning. All you have to do is propose 100 different reasons the sunrise might not happen. For example: The sun might go nova.
Inline links: NPR, found that, Mr. Chen, failed to find a clear connection between COVID and raccoon-dogs, https://substackcdn.com/image/fetch/$s_!8Led!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F85e46d3a-c19e-407b-88b7-1d8ea1489df7_1190x503.png, Pekar 2022, Pipes 2021, says, 3, here, this video, https://substackcdn.com/image/fetch/$s_!8aU2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F815fe32d-d7ea-401b-b3a2-d8cd25b52ee8_490x780.png, https://substackcdn.com/image/fetch/$s_!0Tm_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0492f69-7b7e-4611-9d76-64ef8d7f59d5_511x511.png, Will, Eric, agreed, 4, put out a report on the lab leak hypothesis, https://substackcdn.com/image/fetch/$s_!g7k2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F37f1b493-b556-41ec-925e-03f9d8bc26cb_1456x849.webp, surveyed experts, see here, https://substackcdn.com/image/fetch/$s_!Zejl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9c88e87-b6ca-4c6d-840e-24da726f50b7_975x365.png, https://substackcdn.com/image/fetch/$s_!T5rV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4983e2cd-4151-42de-9685-08037ef7a8e8_635x788.png
Lineage A (left) was used by the Minoan Cretans, but has never been deciphered. Lineage B (right) was used by the Mycaeneans for lists of palace goods. This matches Saar’s story above. The lab leaked to somewhere else in Wuhan, not the wet market. The virus spread undetected in the population for a while. During this time, it mutated to Lineage B. Then one of the people with Lineage B went to the wet market and started a superspreader event. The authorities sampled the patients, found Lineage B, then started looking elsewhere. Later they detected some of the earlier Lineage A cases. The market is unlikely to be the origin of the pandemic, because the original Lineage A strain wasn’t found there. Peter: Although Lineage A is evolutionarily older, Lineage B started spreading in humans first. We know this because Lineage B is more common. Throughout the early pandemic, until the D614G variant drove all other strains extinct, a consistent 2/3 of the cases were B, compared to 1/3 A. Both strains spread at the same rate, so the best explanation is that B started earlier than A. Since COVID doubles every 3-4 days, probably Lineage B started 3-4 days earlier than Lineage A, which explains why it’s always been twice as many cases. But also, Lineage B also has more internal genetic diversity than Lineage A. In general, older viruses have more genetic diversity (the “molecular clock”). This is further evidence that B started spreading first. Pekar 2022 and Pipes 2021 do analyses with known parameters for spread rate and diversity, and find 90%+ odds that Lineage B was the first one in humans. Why did the older strain start spreading later? Probably the virus crossed from bats into raccoon-dogs on some raccoon-dog farm out in the country. It spread in the raccoon-dogs for a while, racking up mutations, including the (less mutated) Lineage A strain and the (slightly more mutated) Lineage B strain. Then several raccoon-dogs were taken to Wuhan for sale, including one with Lineage A and another with Lineage B. The one with Lineage B passed its virus to humans earlier. Then 3-4 days later, the Lineage A one passed its virus to humans. Lineage A was first found in a Wuhan neighborhood right next to the wet market (closer to the wet market than 97% of Wuhan’s population). Again, it would be a bizarre coincidence if a lab leak pandemic was first detected at a wet market. But it would be an even more bizarre coincidence if a lab leak pandemic separated into two strains, and both were first detected at a wet market! Although no known wet market cases were Lineage A, a positive Lineage A environmental sample was found at the wet market, and everyone agrees most cases went undetected. So maybe the Lineage B raccoon-dog spread its virus to a vendor, and that sub-strain mostly stayed in the market. But the Lineage A raccoon-dog spread its virus to a customer, who went back to his house nearby, and that strain spread in the neighborhoods next to the market. This is the only story that explains the evolutionary precedence of A, the greater spread and older molecular clock of B, and the fact that both strains were first found very close to the wet market. Yuri/Saar: Lineage B could be more common and diverse because it got the advantage of a super-spreader event in the wet market. There are a few scattered cases of intermediates between A and B, and a few other scattered cases of lineages that seem even more ancestral (ie closer to the bat virus) than either. This doesn’t make sense in a double spillover hypothesis. But it does make sense if the lineages separated in human transmission somewhere between the lab and the first super-spreader event at the wet market. Peter: Again, the wet market wasn’t a super-spreader event. COVID spread in the wet market at exactly its normal spread rate, doubling about once every 3.5 days. Stop calling the wet market a super-spreader event. The scattered cases of “intermediates” are sequencing errors. They were all found by the same computer software, which “autofills” unsequenced bases in a genome to the most plausible guess. Because Lineage B was already in the software, depending on which part of a Lineage A virus you sequenced, you might get one half or the other autofilled as Lineage B, which looked like an “intermediate”. We know this because all the supposed “intermediates” were partial cases sequenced by this particular software. We can confirm this by noting that there are too many intermediates! That is, where Lineage A is (T/C) and Lineage B is (C/T), the software found both (T/T) “intermediates” and (C/C) “intermediates”. But obviously there can only be one real intermediate form, and we have to dismiss one or the other. But in fact we can dismiss both, because they were both caused by the same software bug. The scattered “progenitor” cases - those closer to the ancestral bat virus than either A or B - are reversions, ie cases where a new mutation in the virus happened to hit an already-mutated base and shift it back towards the ancestral virus. We know this because all of these “progenitors” were scattered cases found months after the pandemic started, often in entirely different countries from Wuhan. If these were real progenitor viruses, they would have either fizzled out or exploded into a substantial portion of all cases, not be found one time in one guy in Malaysia. Given the number of mutations the virus developed over the course of the pandemic, it’s inevitable that some of them would be mutations that bring it closer to the original bat virus, and in fact we find the number of “progenitors” found very nicely matches the number of progenitor-appearing viruses we would expect by chance. And in many cases, we know the “progenitors” are newer than the original lineages, because they also have some of the later mutations that Lineage A or B picked up along the way, alongside their apparent ancestral-bat-virus-like mutations. Session 2: Viral Genetics Yuri: Two years before COVID, scientists at the Wuhan Institute of Virology, together with colleagues at the University of North Carolina, sent in a grant proposal for the DEFUSE program. This program, intended to locate and better understand potential future pandemic viruses, involved going into bat caves and collecting new coronaviruses. Once they had them, they would do gain-of-function: specifically, they would add a furin cleavage site to make them more infectious and see what happened. (quick interlude: COVID’s spike protein has two sections: one binds to human cells through the ACE2 receptor, the other helps fuse with the cell after binding. In order to avoid the immune system, it hides both of these into one spike. But when it reaches a cell, it needs to separate them again. It takes advantage of a human respiratory enzyme, furin, to do the separation - this also ensures that it only infects its primary target, human respiratory cells. The part of COVID that lets it get separated by furin is called the “furin cleavage site”. COVID’s bat-virus ancestors were gastrointestinal viruses; the addition of a furin cleavage site was what made them respiratory viruses.) We’ve found two close relatives of COVID: bat viruses called RATG-13 and BANAL-52. In particular, COVID looks more or less like BANAL-52 plus a furin cleavage site. There are 1500 sarbecoviruses, members of the family of viruses that includes SARS and SARS2/COVID. None of them except COVID have furin cleavage sites. BANAL-52, COVID’s closest ancestor, doesn’t even have anything resembling one that could mutate into a functional furin cleavage site like COVID’s. Instead, COVID - which mostly just resembles BANAL-52 with a few scattered single-point mutations - has twelve completely new nucleotides in a row - a fully formed furin cleavage site that came out of nowhere. There is nowhere else in the genome that COVID differs from BANAL-52 in such a profound way. It’s just BANAL-52 plus a little bit of random mutation plus a fully-formed furin cleavage site that came out of nowhere. Further, the furin cleavage site is weird. It uses the protein arginine twice. But instead of the nucleotides coding for arginine in the usual viral way, both times it uses the codons CGG - the way that higher animals code for arginine. This works fine - it’s just not how viruses do it. So the obvious conclusion is that WIV, which said in 2018 that it was going to find viruses and add furin cleavage sites to them, found a close relative of BANAL-52 and added a furin cleavage site. Since they were humans, and most familiar with the human way of encoding arginine, they added it as CGG both times. COVID seemed surprisingly optimized for infecting humans. Of fifty animals it was tested in, including the usual coronavirus intermediate hosts (pangolins, raccoon-dogs, etc), it was best at infecting human cells. Further, a virus that enters a new species will usually show a burst of mutations as it “figures out” the best way to adapt to that species’ unique biology. But COVID has had a pretty constant mutation rate in humans, from the beginning of the pandemic to the end. That suggests it was already adapted to humans. This could be because the lab screened for viruses with existing adaptations, because they passed it through humanized mice in the lab, or because it adapted in the hundreds of undetected cases that happened between the lab and detection in the wet market. Usually, research with potentially dangerous coronaviruses is done in BSL-3 or 4, ie high to very-high security. But WIV was irresponsibly doing it in BSL-2, ie medium security. The researchers weren’t even required to wear masks. In general, about 1/500 labs will leak any given pathogen they’re working on (?!). But because WIV was researching such an infectious virus in such an irresponsible way, the odds of a leak were much higher. The most likely explanation for all these facts is that WIV went ahead and did the gain-of-function research they said they were going to do (the particular DEFUSE grant proposal we know about got rejected, but it proves that Wuhan wanted to do this, and they could easily have gotten funding somewhere else, or done it out of their regular budget). They found a close relative of BANAL-52 and added a furin cleavage site as a simple twelve-nucleotide insertion, using the human method of encoding arginine that their genetic engineers were familiar with. Then it leaked, spread for a while in the general Wuhan population, and eventually made it to the wet market where it got detected. Peter: As mentioned earlier, the DEFUSE grant was rejected. Further, the grant said that the Wuhan Institute of Virology was responsible for finding the viruses, and the University of North Carolina would do all the gain-of-function research. This was a reasonable division of labor, since UNC was actually good at gain-of-function research, and WIV mostly wasn’t. They had done a few very simple gain-of-function projects before, but weren’t really set up for this particular proposal and were happy to leave it for their American colleagues. Even if WIV did try to create COVID, they couldn’t have. As Yuri said, COVID looks like BANAL-52 plus a furin cleavage site. But WIV didn’t have BANAL-52. It wasn’t discovered until after the COVID pandemic started, when scientists scoured the area for potential COVID relatives. WIV had a more distant COVID relative, RATG-13. But you can’t create COVID from RATG-13; they’re too different. You would need BANAL-52, or some as-yet-undiscovered extremely close relative. WIV had neither. Are we sure they had neither? Yes. Remember, WIV’s whole job was looking for new coronaviruses. They published lists of which ones they had found pretty regularly. They published their last list in mid-2019, just a few months before the pandemic. Although lab leak proponents claimed these lists showed weird discrepancies, this was just their inability to keep names consistent, and all the lists showed basically the same viruses (plus a few extra on the later ones, as they kept discovering more). The lists didn’t include BANAL-52 or any other suitable COVID relatives - only RATG-13, which isn’t close enough to work. Could they have been keeping their discovery of BANAL-52 secret? No. Pre-pandemic, there was nothing interesting about it; our understanding of virology wasn’t good enough to point this out as a potential pandemic candidate. WIV did its gain-of-function research openly and proudly (before the pandemic, gain-of-function wasn’t as unpopular as it is now) so it’s not like they wanted to keep it secret because they might gain-of-function it later. Their lists very clearly showed they had no virus they could create COVID from, and they had no reason to hide it if they did. COVID’s furin cleavage site is admittedly unusual. But it’s unusual in a way that looks natural rather than man-made. Labs don’t usually add furin cleavage sites through nucleotide insertions (they usually mutate what’s already there). On the other hand, viruses get weird insertions of 12+ nucleotides in nature. For example, HKU1 is another emergent Chinese coronavirus that caused a small outbreak of pneumonia in 2004. It had a 15 nucleotide insertion right next to its furin cleavage site. Later strains of COVID got further 12 - 15 nucleotide insertions. Plenty of flus have 12 to 15 nucleotide insertions compared to other earlier flu strains. Sometimes insertions happen because of a mistake in viral replication. Other times the virus gets confused between its own RNA and its host’s, and splices a bit of the host RNA into the virus. This would neatly explain why the insertion used the unusual coding CGG for arginine, which is common in animals but rare in viruses. On the other hand, it’s not that rare in viruses - COVID uses CGG for arginine about 3% of the time. And human engineers don’t necessarily use it any more than that - Peter was able to find one example of humans adding arginine to a virus, and 0 out of the 5 arginines added were CGG. COVID’s furin cleavage site is a mess. When humans are inserting furin cleavage sites into viruses for gain-of-function, the standard practice is RRKR, a very nice and simple furin cleavage site which works well. COVID uses PRRAR, a bizarre furin cleavage site which no human has ever used before, and which virologists expected to work poorly. They later found that an adjacent part of COVID’s genome twisted the protein in an unusual way that allowed PRRAR to be a viable furin cleavage site, but this discovery took a lot of computer power, and was only made after COVID became important. The Wuhan virologists supposedly doing gain-of-function research on COVID shouldn’t have known this would work. Why didn’t they just use the standard RRKR site, which would have worked better? Everyone thinks it works better! Even the virus eventually decided it worked better - sometime during the course of the pandemic, it mutated away from its weird PRRAR furin cleavage site towards a more normal form. Further, COVID’s furin cleavage site was inserted via what seems to be a frameshift mutation - it wasn’t a clean insertion of the amino acids that formed the site, it was an insertion of a sequence which changed the context of the surrounding nucleotides into the amino acids that formed the site. This is a pointless too-clever-by-half “flourish” that there would be no reason for a human engineer to do. But it’s exactly the kind of weird thing that happens in the random chance of evolution. COVID is hard to culture. If you culture it in most standard media or animals, it will quickly develop characteristic mutations. But the original Wuhan strains didn’t have these mutations. The only ways to culture it without mutations are in human airway cells, or (apparently) in live raccoon-dogs. Getting human airway cells requires a donor (ie someone who donates their body to science), and Wuhan had never done this before (it was one of the technologies only used at the superior North Carolina site). As for raccoon-dogs, it sure does seems suspicious that the virus is already suited to them. The claim that COVID is uniquely adapted to humans is false. The paper that claimed that defined how well COVID was adapted to different animals by those animals’ difference (on the relevant cell receptors) from humans. So in its methodology, humans came out #1 by default. If you don’t do that, COVID is better-adapted to many other animals. It’s not necessarily true that viruses see a burst of mutations when they enter a new host. COVID spread to deer and mink, and in neither case was there a burst of mutations. COVID has a pretty simple job of infecting respiratory cells and is already very good at it, regardless of species. In Yuri’s model, Wuhan Institute of Virology picked up a discarded grant and decided to do the gain-of-function half allotted to a different university, despite their relative inexperience. They skipped over all the SARS-like viruses they were supposed to work on, and all the standard gain-of-function model backbones, in favor of BANAL-52, a virus which would not be discovered for another two years, but which they somehow had samples of, which they had for some reason decided to keep secret despite its total lack of interestingness. Then they would have had to eschew all usual gain-of-function practices in favor of inserting a weird furin cleavage site that shouldn’t have worked according to the theory they had at the time, via a frameshift mutation. Then they would have had to culture it, a technique beyond their limited capabilities. Then it would have had to leak, and magically show up again in front of the raccoon-dog stall at a wet market. Yuri: WIV wouldn’t have needed to keep BANAL-52 “secret” in some kind of sinister way. Plenty of researchers have backlogs of work they haven’t published yet. Probably they a found BANAL relative in one of their normal sampling trips, did some preliminary studies on it, and planned to publish it later once they cleaned up their data. Everyone works like this. The part of DEFUSE saying that they would only work on viruses that were 95% similar to SARS is unclear and might mean something else. It looks more like they say they’ll start with those viruses, but also do some work on novel viruses. BANAL-52 could have been one of the novel viruses. The furin cleavage site is weird, but the researchers might have done that on purpose, to make the virus easier to keep track of, or to test different furin cleavage sites. Depending on the exact BANAL-52 relative they used, it might not even be a frameshift; there’s a particular way to spell serine that would make the insertion more natural. The claims that COVID can’t be cultured in normal media are based on speculative original research by Peter and might not hold up. Peter: WIV did most of its virus-gathering in a trip to a Yunnan cave between 2010 and 2015. All those viruses have long since been processed and added to the database. There’s no sign that they made more trips to Yunnan caves, and no reason for them to keep that secret. So the idea that they might just have some new viruses they didn’t publish doesn’t hold up. But suppose they did make more trips. Given the amount of time between the DEFUSE proposal and COVID, if they kept to their normal virus-collection rate, they would have gotten about thirty new viruses. What’s the chance that one of those was BANAL-52? There are thousands of bat viruses, and BANAL-52 is so rare that it wasn’t found until well after the pandemic started and people were looking for it very hard. So the chance that one of their 30 would be BANAL-52 is low. Also, they said in DEFUSE that they planned to go back to the same Yunnan cave. But BANAL-52 was found far away from that cave, so unless it ranged over a wide area, they probably couldn’t have found it even if they got very lucky. Session 3: Closing Arguments This third debate was supposed to be about “inference”, ie how much Bayesian evidence was provided by each of the facts given so far, and how to fit them into the Rootclaim probabilistic model. I’m going to relegate my summary of the more probabilistic half to the next section of this post, and just include the closing arguments here. Saar: Peter’s case hinges on the idea that it’s very improbable that a lab leak pandemic would first show up at a wet market. But this isn’t necessarily improbable. The Huanan Seafood Market had several factors that made it a likely location for a superspreader event. It was busy, with over 10,000 visitors a day. Many of the people there (eg the 1,000 vendors) came back daily, letting them reinfect each other. It had poor ventilation, especially in the high-positivity area near the raccoon-dog stall. It had cold wet surfaces on which the virus could survive for long periods. It was indoors, which prevented UV light from killing the virus. Given a small amount of sporadic COVID going around Wuhan, it’s not surprising for the first place it started spreading en masse to be a wet market. In fact, we have several examples of this. When China was COVID Zero, there would occasionally be small outbreaks that the authorities would have to contain. Most of these were at wet markets. For example, the big COVID outbreak in Beijing started at Xinfadi Market, their local seafood market. This couldn’t be an animal spillover, because there were no raccoon-dogs or other weird wildlife there. So it must be that wet markets are natural places for superspreader events. There are several other examples, which make up about half of the total outbreaks in Zero COVID era China, plus others in Singapore and Thailand. Since COVID clusters concentrate in wet markets even when there is no animal spillover, we should accept this as a property of the virus, and not attribute any significance to the fact that this happened in Wuhan too. Peter: About 1/10,000 citizens of Wuhan was a wet market vendor. So there’s a 1/10,000 chance that the first known COVID case should be a wet market vendor by chance alone. Weibo lists the most popular places for people to check in to their network on their phones, and the wet market was the 1600th most popular place in Wuhan, meaning that if you weight locations by busy-ness, there’s a less than 1/1600 chance that the first cases would be in the wet market. Yes, the wet market is indoors, has mediocre ventilation, has repeat visitors, etc. So do thousands of other places in Wuhan, like schools, hospitals, workplaces, places of worship. The wet market isn’t special in any way. And again, it wasn’t a superspreader event! COVID spread at the same rate in the wet market as it does everywhere else: doubling once per 3.5 days. It doesn’t matter what kinds of arguments you can come up with for why the wet market should have been the perfect superspreader event location, we can look at it and see that it wasn’t. It’s an environment that spreads COVID at exactly the normal rate. Zero COVID era Chinese outbreaks were concentrated in wet markets because they received infected animal products. We know why there was an outbreak in the Xinfadi Market in Beijing: it was because the seafood stall got frozen fish from some non-Zero-COVID country, the fish had COVID particles on it, and the vendor got infected and spread it to everyone else. Something like this is true for the other Chinese wet market based outbreaks we know about it. So this makes the opposite point you think it does: wet markets start outbreaks because there are infected goods being sold there. Then the virus spreads through the wet market at a completely normal rate. Saar: The Weibo list of 1600 places bigger than the wet market is likely inaccurate, because it's based on check-in data and people don't check in to seafood markets. Most of those 1600 places aren't amenable to superspread. The 70 markets supposedly bigger than Huanan are irrelevant, because they're supermarkets, open air markets, etc. Huanan is the largest seafood market in central China, and a more likely place for the first cluster of cases to be noticed. Markets weren't a common spillover location in SARS1, so the zoonosis hypothesis hasn't "called" this event in a way that should give them a high Bayes factor. And there’s still plenty of evidence for isolated (though not super-spreading) pre-market cases. A British expatriate in Wuhan, Connor Reed, says he got sick in November, three weeks before the first wet market case. Later the hospital tested his samples and said it was COVID. Another paper reports 90 cases before the first wet market one. Peter: Connor Reed was lying. The case wasn’t reported in any peer-reviewed paper. It was reported in the tabloid The Daily Mail, months after it supposedly happened. He also told the Mail that his cat died of coronavirus too, which is rare-to-impossible. Also, to get a positive hospital test, he would have had to go to the hospital, but he was 25 years old and almost no 25-year-olds go to the hospital for coronavirus. His only evidence that it was COVID was that two months later, the hospital supposedly “notified” him that it was. The hospital never informed anyone else of this extremely surprising fact which would be the biggest scientific story of the year if true. So probably he was lying. Incidentally, he died of a drug overdose shortly after giving the Mail that story; while not all drug addicts are liars, given all the other implausibilities in his story, this certainly doesn’t make him seem more credible. And in any case, he claimed he got his case at a market “like in the media” The other 90 cases are also fake. A lab leak guy found a paper that mentioned 90 more cases than other papers, and made up a conspiracy theory where the author was trying to secretly communicate that there had been 90 secret cases before any of the confirmed cases, even though there was nothing about this in the text of the paper. But actually that paper just counted cases differently than other papers, and they were referring to normal cases after the pandemic officially started. Again, I’ll come back to the discussion about inference later, but for now, here’s a table of both sides’ reasoning. This exact presentation comparing both analyses is mine3, but you can see Saar’s version here, and Peter’s starting at 45:33 of this video. Slightly made up; the two sides didn’t express their probabilities in the same way and I had to make editorial decisions to match them. Note that these aren't entirely comparable because Peter is being laxer about out-of-model probability than Saar. Although Saar's final odds here are 533-to-1, this just the central estimate. Rootclaim’s real final probability is 94% lab leak. You can see their analysis here. And The Winner Is . . . … … … … … Peter and the zoonosis hypothesis. This was a decisive victory. There were two judges, who each gave separate verdicts (or were allowed to declare a draw). Both judges decided in favor of Peter. You can see the judges’ own summary of their reasoning here (Will, Eric) Manifold agreed with the judges. There was a prediction market on who would win. It started out 70-30 in favor of lab leak. As the videos came out, zoonosis started doing better and better. I don’t want to take the exact final numbers too seriously, since I think some of the later price increases involved hints from the participants’ behavior. But it’s clear which way viewers thought the wind was blowing4. Around the same time, the Good Judgment Project - Philip Tetlock’s group studying superforecasters - put out a report on the lab leak hypothesis. After studying it in depth, his forecasters ended up 75-25 in favor of zoonosis. The Rootclaim debate was one of ten sources they said they found especially interesting. And also around the same time, and unrelated to any of this, the Global Catastrophic Risks Institute surveyed experts (“168 virologists, infectious disease epidemiologists, and other scientists from 47 countries”) and found the same thing (though see here for some potential problems with the survey): For what it’s worth, I was close to 50-50 before the debate, and now I’m 90-10 in favor of zoonosis. III. The Math And The Aftermath The third debate session was about “inference”, how to put evidence together. I put this part off until after disclosing the winner, because I wanted to talk about some of these issues at more length. The Math: Judges Both judges included a probabilistic analysis in their written decision. Here’s the same table as above, expanded to add the judges: I shoehorned the judges’ factors into the categories I already had; some of them were actually subtly different from Peter’s, Saar’s, and each other’s. The “priors” category is especially a mess here. We’ll go over these later, but I get the impression that they both thought of probabilistic analyses as an afterthought. For example, Judge Eric wrote 30,000 words about which considerations moved him, and only then includes the analysis, saying: I am not convinced that this Bayesian calculation is even an appropriate way to estimate the relative posterior probability of Z and LL; it just seemed fair that after criticizing Rootclaim’s calculations at length I should make an attempt at it myself. Judge Will’s decision ran to 10,000 words. He said he independently tried both reasoning it out intuitively, and running the Bayesian analysis, and was relieved when these two methods returned the same result. He said: I am skeptical that the Bayesian decision making/evaluation methods are any more "objective" than [intuitive reasoning]. I think they maximize legibility, not objectivity, and tend to hide the intuitive/heuristic portion in the data inclusion step and values, where it’s harder to see . . . I am not skilled in the Bayesian method, and I am sure I made significant mistakes. More time and practice would improve and refine my estimates. At the fundamental rules of the universe level, Bayesian analysis must be the best way to evaluate evidence. However, I am unsure that it’s a good strategy for a human given our cognitive limitations, and doubly unsure it’s truly being used (in the dispassionate sense) where the outcome is social desirability/fame/Twitter likes. I’m focusing on this because Saar’s opinion is that the debate went wrong (for his side) because he didn’t realize the judges were going to use Bayesian math, they did the math wrong (because Saar hadn’t done enough work explaining how to do it right), and so they got the wrong answer. I want to discuss the math errors he thinks the judges made, but this discussion would be incomplete without mentioning that the judges themselves say the numbers were only a supplement for their intuitive reasoning. That having been said, let’s look deeper into some of Saar’s concerns. The Math: Extreme Odds Saar complained that Peter’s odds were too extreme. For example, Peter said there was only a 1/10,000 chance that a lab leak pandemic would first show up at a wet market. Peter’s argument went something like: obviously a zoonotic pandemic would start at a site selling weird animals. But a lab leak pandemic - if it didn’t start at the lab - could show up anywhere. 1/10,000 Wuhan citizens work at the wet market. So if a lab leak was going to show up somewhere random, the wet market was a 1/10,000 chance. Saar had specific arguments against this, but he also had a more general argument: you should rarely see odds like 1/10,000 outside of well-understood domains. In his blog post, he gave this example: A prosecutor shows the court a statistical analysis of which DNA markers matched the defendant and their prevalence, arriving at a 1E-9 probability they would all match a random person, implying a Bayes factor near 1E9 for guilty. But if we try to estimate p(DNA|~guilty) by truly assuming innocence, it is immediately evident how ridiculous it is to claim only 1 out of a billion innocent suspects will have a DNA match to the crime scene. There are obviously far better explanations like a lab mistake, framing, an object of the suspect being brought by someone to the scene, etc. So the real p(wet market|lab leak) isn’t the 1/10,000 chance a pandemic arising in a random place hits the wet market, but the (higher?) probability that there’s something wrong with Peter’s argument. Then Saar tried to show specific things that might be wrong with Peter’s argument. I didn’t find his specific examples convincing. But maybe the question shouldn’t be whether I agreed with him. It should be whether I’m so confident he’s wrong that I would give it 10,000-to-1 odds. This makes total sense, it’s absolutely true, and I want to be really, really careful with it. If you take this kind of reasoning too far, you can convince yourself that the sun won’t rise tomorrow morning. All you have to do is propose 100 different reasons the sunrise might not happen. For example: The sun might go nova.
Inline links: Pekar 2022, Pipes 2021, says, 3, here, this video, https://substackcdn.com/image/fetch/$s_!8aU2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F815fe32d-d7ea-401b-b3a2-d8cd25b52ee8_490x780.png, https://substackcdn.com/image/fetch/$s_!0Tm_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0492f69-7b7e-4611-9d76-64ef8d7f59d5_511x511.png, Will, Eric, agreed, 4, put out a report on the lab leak hypothesis, https://substackcdn.com/image/fetch/$s_!g7k2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F37f1b493-b556-41ec-925e-03f9d8bc26cb_1456x849.webp, surveyed experts, see here, https://substackcdn.com/image/fetch/$s_!Zejl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9c88e87-b6ca-4c6d-840e-24da726f50b7_975x365.png, https://substackcdn.com/image/fetch/$s_!T5rV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4983e2cd-4151-42de-9685-08037ef7a8e8_635x788.png
Claim that he, Saar, through his years of experience testing Rootclaim, has some kind of special metis at using it, and everyone else is screwing up. Saar gestured at (2) in the debate, repeatedly emphasizing that Rootclaim was difficult and subtle. But he mostly talked about things like the Texas Sharpshooter Fallacy, which all participants already knew about and were trying to avoid. Maybe he should go further. This wouldn’t necessarily be special pleading. When psychoanalysts claim their therapies work, they don’t mean that someone who just read a two page “What Is Psychoanalysis?” pamphlet can do good therapy. They mean that someone who spent ten years training under someone who spent ten years training and so on in a lineage back to Freud can do good therapy. When scientists say the scientific method works, they don’t mean that any crackpot who reads an Intro To Science textbook can figure out the mysteries of the universe. They mean someone who’s trained under other scientists and absorbed their way of thinking can do it. If Saar wants to convince people, I think he should abandon his debates - which wouldn’t help even if he won, and certainly don’t help when he loses - and train five people who aren’t him in how to do Rootclaim, up to standards where he admits they’re as good at it as he is. Then he should prove that those five people can reliably get the same answers to difficult questions, even when they’re not allowed to compare notes beforehand. That would be compelling evidence!8 The Aftermath: Pseudoscience Suppose we accept the judges’ decision that COVID arose via zoonosis. Does that mean lab leak was a “conspiracy theory” and we should be embarrassed to have ever believed it? The term “conspiracy theory” is awkward here because there were definitely at least two conspiracies - one by China to hide the evidence, one by western virologists to convince everyone that lab leak was stupid and they shouldn’t think about it. Saar cited some leaked internal conversations among expert virologists. Back in the earliest stage of the pandemic, they said to each other that it seemed like COVID could have come from a lab leak - their specific odds were 50-50 - but that they should try to obfuscate this to prevent people from turning against them and their labs. So the best we can say here is that maybe the conspiracies got lucky on their 50-50 bet, and the thing they were trying to cover up wasn’t even true. Still, it’s awkward to use “conspiracy theory” as an insult when the conspiracies were real. Maybe a better question is whether lab leak is “pseudoscience”. The argument against: lots of smart people and experts believed it was a lab leak. There were all those virologists giving 50-50 odds in their internal conversations. Even Peter says he started out leaning lab leak, back in 2021 when everyone was talking about it. The argument in favor: since 2021, experts (and Peter) have shifted pretty far in favor of zoonosis. They’ve been convinced by new work - the identification of early cases, the wet market surveys, the genetic analysis. What category of noun does the adjective“pseudoscientific” describe? It doesn’t necessarily describe theories: Newtonian mechanics wasn’t pseudoscience when Newton discovered it, but if someone argued for it today (against relativity), that would be pseudoscientific. It doesn’t even describe arguments: “we don’t have enough data to confirm global warming” was a strong argument against global warming before there were good data, and a pseudoscientific one now. Might we place the locus of pseudoscientificness in people, communities, and norms of discussion? Peter’s position is that, although the lab leak theory is inherently plausible and didn’t start as pseudoscience, it gradually accreted a community around it with bad epistemic norms. Once lab leak became A Thing - after people became obsessed with getting one over on the experts - they developed dozens of further arguments which ranged from flawed to completely false. Peter spent most of the debate debunking these - Mr. Chen’s supposed 12/8 COVID case, Connor Reed’s supposed 11/25 COVID case, the rumors of WIV researchers falling sick, the 90 early cases supposedly “hidden” in a random paper, etc, etc, etc. Peter compares this to QAnon, where an early “seed” idea created an entire community of people riffing off of it to create more and more bad facts and arguments until they had constructed an entire alternative epistemic edifice. If we don’t accept the judges’ verdict, and think lab leak is true, are we worried the zoonosis side has some misbehavior of its own? Yuri and Saar didn’t talk about that as much. High-status people misbehave in different ways from low-status people; I think the zoonosis side has plenty of things to feel bad about (eg the conspiracies), but pseudoscience probably isn’t the right descriptor. The Aftermath: Ebb And Flow During the debate, Peter accused the lab leak side of being constantly left flat-footed by new evidence. Sure, it had seemed plausible back in 2020, but they’d had to scramble to explain a steady stream of pro-zoonosis papers. Afterwards, Saar and Yuri got some new evidence of their own. A Chinese team appeared to have found a T/T intermediate strain of COVID in Shanghai, possibly imported from very early in Wuhan. If true, it would provide new evidence against a double spillover, instead supporting Lineage A mutating into B in humans. (You can see Peter’s response here - basically that we’re not sure it’s a true intermediate and not a reversion - if it were true, how come the two strains on either side of it got millions of cases, and it just got one guy in Shanghai? But if it were true, it would still be compatible with zoonosis - Lineage A would have spread from an animal and quickly mutated into B, the first A case would have been someone who left the wet market for a nearby area, and the first B case would have been someone who stayed in the wet market.) Also, a new Freedom of Information Act request got early drafts of the DEFUSE grant proposal with new details, of which the most explosive was a comment by the American half of the team, reassuring the Chinese half that even though the proposal focused on American work to please funders, they would let the Chinese side do some “assays”. Lab leakers say this disproves the argument that, because DEFUSE said the work would be done in the US, the Wuhan Institute of Virology couldn’t/wouldn’t do advanced gain-of-function research. (I asked Peter his response - he said the original draft of DEFUSE also said that the Chinese side would do “live virus binding assays”, and this isn’t the kind of gain-of-function research necessary to make COVID.) In an email, Saar and Yuri suggested it was an “interesting coincidence” that all the new evidence that came out after the debate favored their side. I’ve decided against updating on these considerations - either Peter’s version or Saar/Yuri’s. My impression is that anyone who starts out believing something at time t will also believe all the new evidence after time t favors that thing. There’s also a pattern I want to discourage, where one side will come up with some new trivial finding, or re-dredge up and re-package something that everyone already everyone else had already considered, then release it as THE SMOKING GUN! Then they release another SMOKING GUN!, and another, and after five or six SMOKING GUNS, they say their opponents are stubborn and refuse to yield to evidence, since they’ve obstinately ignored every single SMOKING GUN! without changing their probability even a little bit. Overall I don’t think it’s useful to update on the exact contours of the ebb and flow of new evidence. Just treat new evidence the same as old evidence, updating your model the same amount as everything else. The Aftermath: Debate Some skeptic blogs picked up this story last month, and one of the points they made was that even if this one turned out well for their side, in general they’re against this kind of thing. Part of their argument was that debating “conspiracy theories” just helps spread and legitimize them. I’ve made fun of this position before, and I’ll make fun of it again now. According to polling, about 66% of Americans believe lab leak, compared to 16% who believe natural origin and 17% who aren’t sure. That means that people with an opinion on the issue are more than 4:1 in favor of lab leak. At some point you have to start debating! What are you waiting for? If you hold off so long that finally every single person in the world except you believes lab leak, would you still be sitting there, pristine in your imperturbability, saying from your lofty height “I refuse to engage, because that would be providing the rest of you oxygen”? The other part of the argument was that saying “I will debate all comers for an $X bet” is annoying, and we shouldn’t encourage that kind of thing. Certainly this technique has been used by bad actors - for example, the Holocaust denial group Institute For Historical Review offered a $50,000 prize to anyone who could prove the Holocaust happened (it was eventually won by an Auschwitz survivor whose “proof” was that he saw his family led to the gas chambers; IHR failed to accept this; the survivor sued and won). Likewise, anti-vaccine multimillionaire Steve Kirsch has offered to bet $500,000 on the results of a debate about vaccines not working9 (Saar took him up on it and they’re continuing to hammer out the specifics). I assume the concern is that (if the court system hadn’t stepped in), the Institute for Historical Review could have kept denying any evidence they were given, then kept taunting people with “We’ve offered $50,000 for proof that the Holocaust happened, nobody has ever won our money, so the proof must not exist”. Or Kirsch could keep saying “Nobody will bet me $500,000 on vaccines, guess they’re scared and think they don’t have evidence” (when in fact it’s just that most people don’t have the time, courage, and risk tolerance to do this, especially when there’s no guarantee the right person will win the debate). In order to deny these people this weapon (the argument goes) we need to make it common knowledge that this strategy isn’t legitimate. And taking people up on their offer, having a great debate that leaves everybody more enlightened and serves as a model for rational discourse, then having the right side win in the end - seems like the opposite of delegitimizing this strategy. I guess I classify this with all the other examples in Less Utilitarian Than Thou. Cool Machiavellian plot you have there, but maybe the fact that you’re losing 16%-66% should make you question whether you’re really as smart as you think you are, and whether your plan to suppress all discussion for the greater good is really the mastermind-level strategy you hoped it would be. It’s good to assert the true fact that these kinds of challenges are often dumb/rigged/useless, and that “nobody has yet responded to my challenge” isn’t a valid argument that someone’s necessarily right. But I stop short of trying to set some kind of social norm that nobody may respond to anyone else’s challenges, even if they think that person is being honest and has organized the challenge well (as Saar was and did). That almost seems like itself legitimizing the whole thing, in the sense of accepting that if someone loses a challenge then it means something important. I would rather place the illegitimacy where it belongs (a challenge really doesn’t prove anything, separate from the arguments made in it) and let people do what they want. I want to see more debates like this. I learned more watching the 15 hours of Rootclaim debate than I think I would have researching on my own for 15 hours. But a lot of things had to come together to make this work. Most of all, this debate worked out because the judges were two very smart scientists with relevant expertise. To get such good judges, lots of things had to fall into place. First, the debate itself had to be expensive enough that neither side begrudged paying the extra $5,000 per judge to hire the best people. And second, the debate had to be about a topic where lots of intelligent people haven’t yet made up their minds. If the debate was about flat earth, I would despair of finding good judges. Either the judges would already be convinced the Earth was round (which the flat Earth side would understandably refuse to accept). Or they would be 50-50, which would mean they were extremely weird people whose reasoning couldn’t be trusted. Flat Earth is an extreme example, but even a debate about COVID vaccines would be pushing it here. (since writing this, I learned Peter had made this same argument and analogy in a blog post on Kirsch; sorry for the unintentional plagiarism) I think I would genuinely update on the conclusion of any other Rootclaim debate with the same caliber of participants as this one, but not necessarily on whatever Steve Kirsch or the Institute of Historical Review comes up with, nor the next person to hit on the strategy of “I’ll pay you $100,000 if you prove me wrong!”10 The Aftermath: Conclusion This was one of my favorite topics to write about this year, for a few reasons. First, on the object level, I learned a lot about the origins of COVID, which is a great story. I feel like I know much more now about this disease that came out of nowhere and ruined all of our lives for a few years. It’s a weird rabbit hole, which I’m not yet entirely out of. I have a weird urge to visit Wuhan as a tourist, see the Wuhan Institute of Virology, stroll through the Huanan Central Seafood Market (unfortunately closed), maybe eat a raccoon-dog. Second, some of the lessons of this debate are actionable. I’ve written before about how we should learn the lessons of lab leak even if it turns out to be false this time; that hasn’t changed. But this was a good reminder to also learn the lessons of zoonosis, for the same reason. We need more attention on closing wet markets and tracking weird Chinese wildlife. The DEFUSE proposal wanted to immunize bats - is this still a worthwhile idea? The virologists got a bad rap for wanting to gain-of-function exactly the pathogen that caused the century’s worst pandemic, but in a way that speaks well of them - they clearly knew what to be worried about. Has anyone mumbled an apology and asked them if they have any other useful predictions? Third, John Nerst has written about erisology, the study of disagreements. This was surely one of history’s greatest erisological studies. Two very smart people spent fifteen hours hashing out every argument and counterargument in good faith, then quantified all of their beliefs in a way that lets us figure out exactly where they differed and by how much. This isn’t entirely a victory - as a newly minted member of team zoonosis, I still can’t trace exactly why Saar is so sure I’m wrong. But if the COVID origin story fascinates me as this peek deep into a pestiferous underworld of sinister laboratories and reeking wet markets, something about this debate felt like analogous peek into the creepy subconscious swamps where disagreements begin. Fourth, for the first time it made me see the coronavirus as one of God’s biggest and funniest jokes. Think about it. Either a zoonotic virus crossed over to humans fifteen miles from the biggest coronavirus laboratory in the Eastern Hemisphere. Or a lab leak virus first rose to public attention right near a raccoon-dog stall in a wet market. Either way is one of the century’s biggest coincidences, designed by some cosmic joker who wanted to keep the debate acrimonious for years to come. But fifth, if the coronavirus’ story is a comedy, all of this - Rootclaim, the debate, the $100K - is a tragedy. Saar got $100 million, decided to devote a big part of his life to improving human reasoning, and came up with a really elegant system. He was so confident in his system, and in the power of open discussion, that he risked his money and reputation on an accept-all-comers debate offer . Then some rando who nobody had ever heard of accepted the challenge, turned out to be some kind of weird debate savant, and won, turning what should have been Rootclaim’s moment of triumph into a bitter defeat. Totally new kind of human suffering, worthy of Shakespeare. I look forward to the movie, especially seeing who plays the dashing young blogger who helped the participants meet. Other Resources Daniel Filan’s running Twitter commentary of the debate
Inline links: 8, appeared to have found, here, got early drafts of the DEFUSE grant proposal with new details, picked up this story, made fun of this position before, polling, https://substackcdn.com/image/fetch/$s_!mohs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0e52ee7e-553d-4ad5-a0eb-701ad84be8cb_615x308.png, 9, Less Utilitarian Than Thou, in a blog post on Kirsch, 10, erisology, Daniel Filan’s running Twitter commentary of the debate
Spring Meetups Everywhere 2024
March 30, 2024 · Original source
SYDNEY, NEW SOUTH WALES, AUSTRALIA Contact: Chris Waterguy Contact Info: singkong[plus]rat[at]gmail[dot]com Time: Thursday, April 18th, 6:00 PM Location: Club Sydney (RSL Sydney) 565 George St, Sydney NSW 2000 Instructions: entry needs photo ID. We meet on Level 2, the Chinese restaurant, in the glassed-off section. Coordinates: https://plus.codes/4RRH46F4+98 Group Link: https://www.meetup.com/rationalists_of_sydney/
Inline links: https://plus.codes/4RRH46F4+98, https://www.meetup.com/rationalists_of_sydney/
ZURICH, SWITZERLAND Contact: MB Contact Info: acxzurich[at]proton[dot]me Time: Saturday, April 27th, 3:00 PM Location: Blatterwiese in front of the chinese garden. If it rains we will be under the roof inside the chinese garden (free entry). Coordinates: https://plus.codes/8FVC9H32+V8 Notes: Please drop me a line at the email address given to be added to the mailing list.
Inline links: https://plus.codes/8FVC9H32+V8
SYDNEY, NEW SOUTH WALES, AUSTRALIA Contact: Chris Waterguy Contact Info: singkong[plus]rat[at]gmail[dot]com Time: Thursday, April 18th, 6:00 PM Location: Club Sydney (RSL Sydney) 565 George St, Sydney NSW 2000 Instructions: entry needs photo ID. We meet on Level 2, the Chinese restaurant, in the glassed-off section. Coordinates: https://plus.codes/4RRH46F4+98 Group Link: https://www.meetup.com/rationalists_of_sydney/ China SHANGHAI Contact: SZ Contact Info: asxsh[at]proton[dot]me Time: Sunday, April 21st, 3:00 PM Location: The Bunker（街垒）Pub, 190-3 Wulumuqi Rd North, Jing'an District. It's a small place, I'll have a sign. Coordinates: https://plus.codes/8Q336CCR+XW7 Notes: I'd prefer to see your email to know you're coming! No stress though, feel free to just show up. Drinks not required, come and hang out! It won't be just expats :)
Inline links: https://plus.codes/4RRH46F4+98, https://www.meetup.com/rationalists_of_sydney/, https://plus.codes/8Q336CCR+XW7
Highlights From The Comments On The Lab Leak Debate
April 09, 2024 · Original source
Meanwhile, a few weeks after COVID was discovered, China killed all the animals in the market without testing any raccoon-dogs for COVID. Then they told all nearby raccoon-dog farms to kill all their raccoon-dogs too. Then they banned Chinese scientists from researching the origins of COVID. Probably this is part of why we eventually found an intermediate host for SARS1 and not COVID.
My understanding of the situation: the first officially-confirmed case of COVID started December 11, 2019. Later in the pandemic, in 2021, the World Health Organization wanted to figure out if that was really the first, or whether there had been earlier ones. They scoured Chinese hospital records for illnesses that might be COVID during the two months before the official discovery (ie early October to early December) In particular, they asked Wuhan hospitals for records of any cases of fever, flu, respiratory illness, and pneumonia. The hospital gave them 76,253 cases, because China is big and flu is common. This was slightly more cases than usual, but there was a normal flu spreading too, so the researchers didn’t find this very compelling. Then they narrowed these cases down to those that were “clinically compatible” with COVID, and ended up with 92. Then they went over those 92 more carefully, including “review by the external multidisciplinary clinical team” and blood draws from the former patients. They were able to track down 67 of the 92. The clinical team decided none of those 92 cases really resembled COVID, and the blood draws were all negative. They published this as the results of their study: The retrospective search for cases compatible with COVID-19 illness identified 76 253 episodes with one of four indicator conditions. A rise in one of these conditions, [acute respiratory illness] (as well as [flu-like illness] and fever), was seen in this group of individuals in the over-60-year age group in early December. The clinical assessment of the 76,253 individuals revealed 92 cases clinically compatible with COVID-19. It is possible that the application of stringent clinical criteria, resulting in the identification of only 92 clinically compatible cases, may have decreased the possibility of identifying a group or groups of cases with milder illness. All the 92 cases were rejected as cases of SARS-CoV-2 infection on further clinical review. None of these cases (where blood could be obtained) was positive on SARS-CoV-2 serological testing carried out more than 12 months later. The use of retrospective serological testing so long after the illness cannot be relied on to exclude the possibility of SARS-CoV-2 infection at the time of the presenting illness, given the possible drop in SARS-CoV-2-specific antibody over time and the associated reduced sensitivity of commercial assays. The possibility that earlier transmission of SARS-CoV-2 infection was occurring in this community cannot be excluded on the basis of this evidence. In other words “we looked for early COVID, we didn’t find any, but we can’t promise we didn’t miss anything”. On Twitter, Giles Demaneuf makes an interesting point. The researchers took the samples in 2021, when China was in Zero COVID. When the Wuhan outbreak was finally contained in early 2020, 4.4% of Wuhanites had contracted COVID. So isn’t it surprising that 0/67 of the former patients who the researchers tested were had antibodies to COVID? The chance that 67 randomly-selected people in a population with 4.4% prevalence rate are all negative is only about 5%. Is this evidence of foul play? No. See the conclusions section of the report, which said: “The use of retrospective serological testing so long after the illness cannot be relied on to exclude the possibility of SARS-CoV-2 infection at the time of the presenting illness, given the possible drop in SARS-CoV-2-specific antibody over time and the associated reduced sensitivity of commercial assays”. You have a lot of COVID antibodies just after getting COVID. By a year or so afterwards, you might not have enough to detect. So it’s not surprising the WHO study didn’t detect any. Why did they even try looking for antibodies? There seem to be two reasons not to: first, they should have known antibodies would decay after a year. Second, even if some of them did have antibodies, how would we know they weren’t just infected in spring 2020 like everyone else? They don’t say. My guess: antibody decay is very variable. Some people’s antibodies might last more than a year. So if they found that way more than 4.4% of people had antibodies, that would be surprising and suggest that most of them had had COVID in autumn 2019. But instead they found that nobody had antibodies, which is consistent with one or two of them getting sick when everyone else got sick, and having their antibodies decay at the normal rate. But also, I think the antibodies were just intended to supplement the clinical review, and not be a very important part of their determination. I think this study is moderately strong evidence that there wasn’t much COVID going around before December 2019. Doctors looked for cases, they winnowed them down into the cases that looked most like COVID, but when they examined those cases closely, they didn’t look enough like COVID to be interesting. I don’t think the antibody tests add or subtract much from this assessment. I would be fine if someone else said they don’t think the WHO report provides much evidence either way. The main thing I want to insist on is that there’s no conspiracy to hide 92 previously-undiscovered cases. They searched really hard for potential cases, they subjected the most plausible candidates for further review, and then they decided those ones were not, in fact, COVID. (You can read all of this here. It’s not a very good description and I’d be interested if someone has a more thorough writeup of the research.) This was just one of many efforts that researchers made to try to identify pre-December-2020 COVID cases. For example, 30,000 people donated blood in autumn 2019, and the hospitals still had most of it. So they tested the blood samples for COVID antibodies and didn’t find any. I don’t think antibodies decay in stored blood samples (I might be wrong). There are 12 million people in Wuhan, so if even a few hundred people had COVID during that time, one of them should have turned up. None of them did. Finally, during COVID’s officially-recognized existence, its numbers doubled about once every 3.5 days. Again, if COVID existed a month earlier than previously believed, then it would be 256x more common than expected. This would be hard to miss! Nobody found evidence from excess mortality that COVID was 256x more common than expected. I’m using the version of the doubling time argument because it’s simple enough for me to understand, and I don’t have to worry about anyone trying to hide something in their complex model. It’s not exactly true, but it’s true enough to rule out COVID starting much before November 2019. If you want the fancy official version, it’s in Pekar 2021 and looks like this: This alone isn’t fatal to lab leak. It’s perfectly possible for the lab to leak (let’s say) November 5th, the virus spreads a bit, and then a month later someone goes to the wet market, coughs on a vendor, and starts the officially recognized pandemic. But if that were true, you’d expect (let’s say) 30 cases by early December. Let’s say the wet market vendor was exactly Case # 30. She infected the other wet market vendors, starting a pandemic with an obvious center at the wet market and lots of infected wet market vendors and patrons. What about Case # 29? If they were (let’s say) a barista, how come they didn’t infect people at their coffee shop? How come there wasn’t a second obvious cluster radiating out from a coffee shop, lots of coffee-shop-linked cases, etc? How come there weren’t 30 equally-sized clusters? In order to avoid this, you either need to claim that the wet market was a perfect superspreader location, or that the pattern with lots of cases in the wet market and few-to-none anywhere else was a result of ascertainment bias. Saar made both those arguments during the debate, but I thought Peter rebutted them effectively. 1.4: COVID in Brazilian wastewater Nicholas Halden (blog) writes: What should we make of this study, which found the presence of covid in Brazilian wastewater in late 2019? Consider the doubling times. The study says that scientists working in late 2020 found COVID in samples of Brazilian wastewater from November 27, 2019. This was long before the first detected case of transmission in Brazil on March 13, 2020. Between November 27, 2019 and March 13, 2020 is about 16 weeks, so 32 COVID doubling times. 32 doubling times with no lockdown is enough time for COVID to infect every single person in Brazil. If COVID had infected everyone in Brazil before the first recognized case, we would have noticed. (again, COVID doubling time isn’t exactly invariably 3.5 days, but here we’re talking about numbers big enough that the exact details don’t matter very much) So if COVID was in Brazil on November 27, it must have fizzled out instead of going pandemic. How likely is that? If one person had COVID, it’s not too unlikely - not all COVID cases transmit it forward. If (let’s say) twenty people had COVID, it’s very unlikely - at that point, the law of large numbers takes over; in a freak coincidence, every single patient would have to fail to infect anyone else. So almost certainly fewer than 20 people in Brazil had COVID in November 27. So which is more likely - that somehow 20 people had COVID long before the virus was officially detected, and on a totally different continent, yet somehow a scientist looking through wastewater found the water from exactly those people and managed to detect the virus? Or that there was a sampling error, which happens all the time in these kinds of things? Peter wrote a blog post on some of these issues. He found that there were positive tests from wastewater samples as early as March 2019, which doesn’t fit anyone’s timeline, including lab leakers’. And most of these positives (including the Brazilian sample) contained later strains of the virus with mutations it picked up late in 2020. So these were almost certainly false positives from contamination. 1.5: Biorealism’s 16 arguments Biorealism has a list of sixteen arguments, which he liked so much that he posted it three times in the ACX comments, twice on Less Wrong, twice on Manifold, and about a dozen times on Twitter under multiple account names. Some posts were slightly different from others, but a typical version is: Importantly, Miller incorrectly claimed the N501Y mutation would result from passage in hACE2 mice (mixed them up with BALB/c mice). The major papers Miller relied on have been seriously challenged since the debate. See Stoyan and Chiu (2024), Weissman (2024), Bloom (2023) and Lv et al (2024). Overall the circumstantial evidence makes lab v plausible: Peter admitted getting this wrong during the debate. I think this very minor point about mice mutations was approximately his only mistake in 15 hours of debating, and he admitted it as soon as he noticed. Biorealism somehow heard about this (obviously not through watching the debate, as we’ll see in a moment), then left about 20-30 comments starting with it, under various accounts, on various platforms, as if it somehow discredited Peter. This is making me somewhat less charitable to him and his 16 arguments than I would be otherwise. 1. Chinese researchers Botao & Lei Xiao observed lab origin was likely given the nearest known relatives to SARS-CoV-2 were far from Wuhan. Wuhan Institute of Virology (WIV) sampled SARS-related bat coronaviruses where the nearest relatives are found in Yunnan, Laos and Vietnam ~1500km away. They refuse to share their records. The ancestral viruses of SARS were found equally far from where SARS spilled over into humans, so we know it’s possible (and likely) for viruses to travel that far. 2. Patrick Berche, DG at Institut Pasteur in Lille 2014-18, notes you would expect secondary outbreaks if it arose via the live animal trade. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10234839/ There are constant outbreaks of weird coronaviruses in animal handlers. See eg this paper, which estimates about 60,000 of these per year. None of these ever go anywhere, because the farmers are in rural areas that aren’t dense enough to sustain a high R0, and the epidemic fizzles out after a single digit number of cases. Any early outbreaks of COVID would have vanished into this long and mostly unnoticed list. 3. Molecular data: Only sarbecovirus with a furin cleavage site. Well adapted to human ACE2 cells. Low genetic diversity indicating a lack of prior circulation (Berche 2023). Restriction site SARS-CoV-2 BsaI/BsmBI restriction map falls neatly within the ideal range for a reverse genetics system and used previously at WIV and UNC. Ngram analysis of the codon usage per Professor Louis Nemzer https://twitter.com/BiophysicsFL/status/1667232580255490053?t=IJgitS5cw364ioclzVWxaA&s=19 The SARS2 backbone is very low in CG and CpG. While the 12-nt insert that gives it the FCS is extremely high in both. Almost as if it was some kind of chimera of a consensus sequence and a codon-optimized polybasic cleavage site? https://twitter.com/BiophysicsFL/status/1752800486837678377?t=EpIRgyybJVaPgeMP5xdstA&s=19 https://www.biorxiv.org/content/10.1101/2022.10.18.512756v1 https://link.springer.com/article/10.1007/s10311-021-01211-0?fbclid=IwAR1HMUMtLIAFOFppVasQDeoIAYrVhP8j4YoPO4wnaTOUiKLsllZl_oKryOw Most of this was discussed extensively in the second session of the debate, which I recommend. The CGG-CGG arginine codon usage is particularly unusual but used in synthetic biology. I asked a synthetic biologist about this. He said: » “Nope. I would literally never do this if I was designing a small insert (maybe I wouldn't notice if it happened by chance with ~1 in 25 odds in a naive codon optimization algorithm as part of a larger sequence). High GC% is bad. Tandem repeat is worse. Several other perfectly fine arginine codons. And I wouldn't engineer a viral genome using human codon usage. An engineer would not do it.” 4. DEFUSE full proposal: virus 20% different from SARS1, consensus seq assembled with 6 segments, without disrupting coding seq, BsmBI order, FCS. SARS2: 20% different than SARS1, 6 evenly spaced fragments w BsmBI and BsaI restriction sites, FCS. Jesse Bloom, Jack Nunberg, Robert Townley, Alexandre Hassanin have observed this workflow could have lead to SARS-CoV-2. Work often begins before funding sought or goes ahead anyway. Re: 4 - Also scattered across second section of debate, also not going to retread 5. Market cases were all lineage B. Lv et al (2024) indicates there was a single point of emergence and A came before B. So market cases not the primary cases. See also Bloom (2021), Kumar et al (2022). Peter Ben Embarek said there were likely already thousands of cases in Wuhan in December 2019.https://t.co/50kFV9zSb6 https://www.ncbi.nlm.nih.gov/pmc/articles/pmid/34398234/ https://academic.oup.com/bioinformatics/article/38/10/2719/6553661 There was a Lineage A sample in the market, lab leak proponents just try to ignore/dismiss/conspiracize it away. The first two known Lineage A cases were very close to the market. Lv (is this even a real name? It sounds like Roman numeral? But I guess that’s what you expect in a country ruled by someone named Xi) found some weird COVID variants in Shanghai that might or might not mean anything; you can see some discussion of the implications here, but I don’t think they’re strong evidence either way. If A was first, it means some really weird stuff coincidences have to happen to give us the spread rates and genetic clock data we get, but they’re not necessarily weirder in the zoonosis hypothesis than the lab leak one. The claim that there were “thousands of cases in Wuhan in December 2019” is very easy to disprove by doubling rate arguments like the one above, by the blood bank study mentioned above, by the WHO’s failed case search, and by many other lines of argument. 6. Evidence for lineage A in the market is based on a low quality sample according to Liu et. al. (2023). I really think lab leakers need to decide whether they think China is a sinister actor trying to cover up the truth, or whether they should trust every offhand comment by Chinese government officials as gospel. Dr. Liu doesn’t explain in what sense he thinks the Lineage A sample is “low-quality”, and the Western scientists who I asked about this said they didn’t understand this complaint and that the sample was fine. A Western team re-analyzing the same sample describes it as “conclusively contain[ing] Lineage A.” I think most lab leakers have switched from trying to deny the genetics to claiming that this was “contamination”, which also doesn’t make sense (the sample is genetically very early). Note that aside from this sample, the first two Lineage A cases discovered were both very close to the wet market. 7. Bloom (2023) shows market samples do not support market origin. There is also no evidence of transmission in the claimed susceptible animals elsewhere. https://academic.oup.com/ve/advance-article/doi/10.1093/ve/vead089/7504441 Discussed extensively in my article as well as the first section of the debate. 8. Lineage A and B only two mutations apart. François Ballox, Bloom and Virginie Courtier-Orgogozo note this is unlikely to reflect two separate animal spillovers as opposed to incomplete case ascertainment of human to human transmission (Bloom 2021). Discussed extensively in my article as well as the first section of the debate. 9. Sampling bias. George Gao, Chinese CDC head at the time, acknowledged to the BBC stating they may have focused too much on and around the market and missed cases on the other side of the city. David Bahry outlines the documented bias. Michael Weissman has shown this mathematically. https://journals.asm.org/doi/10.1128/mbio.00313-23 https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnae021/7632556 Re: Dr. Gao, see above comment about Chinese officials. See the section Ascertainment Bias below for why I disagree with this specific claim, which also addresses the Michael Weissman argument. 10. Spatial statistics experts show the Worobey claim the market was the early epicentre was flawed. https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnad139/7557954 Re: 10 - See Confirmation Of The Centrality Of The Huanan Market Among Early COVID-19 Cases, a response to the paper you cite: The centrality of Wuhan's Huanan market in maps of December 2019 COVID-19 case residential locations, established by Worobey et al. (2022a), has recently been challenged by Stoyan and Chiu (2024, SC2024). SC2024 proposed a statistical test based on the premise that the measure of central tendency (hereafter, "centre") of a sample of case locations must coincide with the exact point from which local transmission began. Here we show that this premise is erroneous. SC2024 put forward two alternative centres (centroid and mode) to the centre-point which was used by Worobey et al. for some analyses, and proposed a bootstrapping method, based on their premise, to test whether a particular location is consistent with it being the point source of transmission. We show that SC2024's concerns about the use of centre-points are inconsequential, and that use of centroids for these data is inadvisable. The mode is an appropriate, even optimal, choice as centre; however, contrary to SC2024's results, we demonstrate that with proper implementation of their methods, the mode falls at the entrance of a parking lot at the market itself, and the 95% confidence region around the mode includes the market. Thus, the market cannot be rejected as central even by SC2024's overly stringent statistical test. I think this response is pretty strong. In one analysis, they show that even though the other paper’s methodology is worse than theirs, if you apply it correctly (instead of inappropriately excluding various cases like the paper’s authors did), the center of all early cases in Hubei province lands on the wet market parking lot. In another analysis, they show that the other paper’s recommended tests wouldn’t have correctly pointed to the offending water pump in the famous John Snow cholera outbreak, but theirs would have. Still, I think it’s useful to supplement fancy statistics with normal common sense, so I recommend just looking at the map of early cases: …and deciding whether you think the assumptions behind a specific statistical test are likely to debunk the idea that cases are centered around the wet market. 11. Wuhan used as a control for a 2015 serological study on SARS-related bat coronaviruses due to its urban location. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6178078/ I don’t know why this point is supposed to matter. If you mean that Wuhan isn’t directly exposed to bats, nobody ever said it was. The zoonotic theory is that wildlife carted in from other areas of China started the pandemic in the wet market. 12. Superspreader events also seen at wet markets in Beijing and Singapore (Xinfadi and Jurong). This was discussed very extensively in the debates, both in section 1 and section 3. Wet markets weren’t “superspreader locations” - in fact, the disease spread no more quickly there than anywhere else. They were the first place in those cities that the pandemic started, due to contaminated animal products. If anything, this supports zoonosis. See also my discussion with Saar on this point below. 13. WIV refuse to share their records with NIH who terminated subaward in 2022. Wider suspension over biosafety concerns. https://www.bloomberg.com/news/articles/2023-07-18/us-suspends-wuhan-institute-funds-over-covid-stonewalling Although WIV has not been especially forthcoming, some of their databases were leaked in various ways and showed that they did not have any viruses capable of transforming into COVID. 14. PLA involvement at WIV and MERS research prior to SARS-COV-2. MERS features several similarities with SARS-CoV-2. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7022351/ I can’t even tell what conspiracy theory you’re trying to propose with this one; if you spell it out I can try to explain why it might be false. 15. SARS1 leaked several times and SARS-COV-2 has leaked from a BSL-3 lab in Taiwan. Agreed that SARS leaked several times. It also spilled over from animals several times. During the debate, a lab leak rate of once per lab per 500 years was proposed (everyone agreed to steelman this by 10x for WIV numbers); I would be interested to know whether anything about the study of SARS challenges that number. 16. Unpublished infectious clone identified from Wuhan contradicting arguments such reverse genetics systems would be published. https://www.biorxiv.org/content/10.1101/2023.02.12.528210v1.full I asked some scientists about this paper and here’s what they told me. Wuhan University sequenced some rice. In the middle of the sequence, there’s an unexpected sequence from a common coronavirus, HKU4. The most likely explanation is that someone else in Wuhan was working on the coronavirus and there was cross-contamination. Plausibly this is Wuhan Institute of Virology, who is known to work with coronaviruses. This is cool detective work, but it’s not clear what it’s supposed to prove. I think some lab leakers are using it to prove that WIV can do reverse genetics, but they admitted this already in a published paper so that’s not too helpful. I think others are using it to prove WIV had “secret viruses” in their catalogue, but the rice virus wasn’t secret, it was HKU4, which is common and which WIV has already published papers about. 1.6: DrJayChou’s 7 Arguments Once again, I cannot stress enough how much better a take you might have on this debate if you watch it. “The first known case predates the market outbreak by a month” - this is not the consensus position. I cannot say for sure what Dr. Chou means by this, but I suspect he’s referring to one of the many claims to this effect that Peter effectively debunked during the debate (Connor Reed, Mr. Chen, the 92 cases, Brazil, etc).
Inline links: Giles Demaneuf, here, Pekar 2021, https://substackcdn.com/image/fetch/$s_!yRJv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffcd7daff-43d3-416f-8896-173392bf3438_720x312.webp, blog, writes, this study, wrote a blog post on some of these issues, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10234839/, this paper, https://twitter.com/BiophysicsFL/status/1667232580255490053?t=IJgitS5cw364ioclzVWxaA&s=19, https://twitter.com/BiophysicsFL/status/1752800486837678377?t=EpIRgyybJVaPgeMP5xdstA&s=19, https://www.biorxiv.org/content/10.1101/2022.10.18.512756v1, https://link.springer.com/article/10.1007/s10311-021-01211-0?fbclid=IwAR1HMUMtLIAFOFppVasQDeoIAYrVhP8j4YoPO4wnaTOUiKLsllZl_oKryOw, https://t.co/50kFV9zSb6, https://www.ncbi.nlm.nih.gov/pmc/articles/pmid/34398234/, https://academic.oup.com/bioinformatics/article/38/10/2719/6553661, here, describes it as, https://academic.oup.com/ve/advance-article/doi/10.1093/ve/vead089/7504441, https://journals.asm.org/doi/10.1128/mbio.00313-23, https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnae021/7632556, https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnad139/7557954, Confirmation Of The Centrality Of The Huanan Market Among Early COVID-19 Cases, https://substackcdn.com/image/fetch/$s_!BNAm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fffd4cddb-6e3e-41f5-8ef6-ec0b27bec600_626x426.webp, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6178078/, https://www.bloomberg.com/news/articles/2023-07-18/us-suspends-wuhan-institute-funds-over-covid-stonewalling, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7022351/, https://www.biorxiv.org/content/10.1101/2023.02.12.528210v1.full, a published paper, has already published papers about, https://substackcdn.com/image/fetch/$s_!yA9U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F467dd304-190a-4437-8920-d498c433dffb_1600x960.jpeg
This alone isn’t fatal to lab leak. It’s perfectly possible for the lab to leak (let’s say) November 5th, the virus spreads a bit, and then a month later someone goes to the wet market, coughs on a vendor, and starts the officially recognized pandemic. But if that were true, you’d expect (let’s say) 30 cases by early December. Let’s say the wet market vendor was exactly Case # 30. She infected the other wet market vendors, starting a pandemic with an obvious center at the wet market and lots of infected wet market vendors and patrons. What about Case # 29? If they were (let’s say) a barista, how come they didn’t infect people at their coffee shop? How come there wasn’t a second obvious cluster radiating out from a coffee shop, lots of coffee-shop-linked cases, etc? How come there weren’t 30 equally-sized clusters? In order to avoid this, you either need to claim that the wet market was a perfect superspreader location, or that the pattern with lots of cases in the wet market and few-to-none anywhere else was a result of ascertainment bias. Saar made both those arguments during the debate, but I thought Peter rebutted them effectively. 1.4: COVID in Brazilian wastewater Nicholas Halden (blog) writes: What should we make of this study, which found the presence of covid in Brazilian wastewater in late 2019? Consider the doubling times. The study says that scientists working in late 2020 found COVID in samples of Brazilian wastewater from November 27, 2019. This was long before the first detected case of transmission in Brazil on March 13, 2020. Between November 27, 2019 and March 13, 2020 is about 16 weeks, so 32 COVID doubling times. 32 doubling times with no lockdown is enough time for COVID to infect every single person in Brazil. If COVID had infected everyone in Brazil before the first recognized case, we would have noticed. (again, COVID doubling time isn’t exactly invariably 3.5 days, but here we’re talking about numbers big enough that the exact details don’t matter very much) So if COVID was in Brazil on November 27, it must have fizzled out instead of going pandemic. How likely is that? If one person had COVID, it’s not too unlikely - not all COVID cases transmit it forward. If (let’s say) twenty people had COVID, it’s very unlikely - at that point, the law of large numbers takes over; in a freak coincidence, every single patient would have to fail to infect anyone else. So almost certainly fewer than 20 people in Brazil had COVID in November 27. So which is more likely - that somehow 20 people had COVID long before the virus was officially detected, and on a totally different continent, yet somehow a scientist looking through wastewater found the water from exactly those people and managed to detect the virus? Or that there was a sampling error, which happens all the time in these kinds of things? Peter wrote a blog post on some of these issues. He found that there were positive tests from wastewater samples as early as March 2019, which doesn’t fit anyone’s timeline, including lab leakers’. And most of these positives (including the Brazilian sample) contained later strains of the virus with mutations it picked up late in 2020. So these were almost certainly false positives from contamination. 1.5: Biorealism’s 16 arguments Biorealism has a list of sixteen arguments, which he liked so much that he posted it three times in the ACX comments, twice on Less Wrong, twice on Manifold, and about a dozen times on Twitter under multiple account names. Some posts were slightly different from others, but a typical version is: Importantly, Miller incorrectly claimed the N501Y mutation would result from passage in hACE2 mice (mixed them up with BALB/c mice). The major papers Miller relied on have been seriously challenged since the debate. See Stoyan and Chiu (2024), Weissman (2024), Bloom (2023) and Lv et al (2024). Overall the circumstantial evidence makes lab v plausible: Peter admitted getting this wrong during the debate. I think this very minor point about mice mutations was approximately his only mistake in 15 hours of debating, and he admitted it as soon as he noticed. Biorealism somehow heard about this (obviously not through watching the debate, as we’ll see in a moment), then left about 20-30 comments starting with it, under various accounts, on various platforms, as if it somehow discredited Peter. This is making me somewhat less charitable to him and his 16 arguments than I would be otherwise. 1. Chinese researchers Botao & Lei Xiao observed lab origin was likely given the nearest known relatives to SARS-CoV-2 were far from Wuhan. Wuhan Institute of Virology (WIV) sampled SARS-related bat coronaviruses where the nearest relatives are found in Yunnan, Laos and Vietnam ~1500km away. They refuse to share their records. The ancestral viruses of SARS were found equally far from where SARS spilled over into humans, so we know it’s possible (and likely) for viruses to travel that far. 2. Patrick Berche, DG at Institut Pasteur in Lille 2014-18, notes you would expect secondary outbreaks if it arose via the live animal trade. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10234839/ There are constant outbreaks of weird coronaviruses in animal handlers. See eg this paper, which estimates about 60,000 of these per year. None of these ever go anywhere, because the farmers are in rural areas that aren’t dense enough to sustain a high R0, and the epidemic fizzles out after a single digit number of cases. Any early outbreaks of COVID would have vanished into this long and mostly unnoticed list. 3. Molecular data: Only sarbecovirus with a furin cleavage site. Well adapted to human ACE2 cells. Low genetic diversity indicating a lack of prior circulation (Berche 2023). Restriction site SARS-CoV-2 BsaI/BsmBI restriction map falls neatly within the ideal range for a reverse genetics system and used previously at WIV and UNC. Ngram analysis of the codon usage per Professor Louis Nemzer https://twitter.com/BiophysicsFL/status/1667232580255490053?t=IJgitS5cw364ioclzVWxaA&s=19 The SARS2 backbone is very low in CG and CpG. While the 12-nt insert that gives it the FCS is extremely high in both. Almost as if it was some kind of chimera of a consensus sequence and a codon-optimized polybasic cleavage site? https://twitter.com/BiophysicsFL/status/1752800486837678377?t=EpIRgyybJVaPgeMP5xdstA&s=19 https://www.biorxiv.org/content/10.1101/2022.10.18.512756v1 https://link.springer.com/article/10.1007/s10311-021-01211-0?fbclid=IwAR1HMUMtLIAFOFppVasQDeoIAYrVhP8j4YoPO4wnaTOUiKLsllZl_oKryOw Most of this was discussed extensively in the second session of the debate, which I recommend. The CGG-CGG arginine codon usage is particularly unusual but used in synthetic biology. I asked a synthetic biologist about this. He said: » “Nope. I would literally never do this if I was designing a small insert (maybe I wouldn't notice if it happened by chance with ~1 in 25 odds in a naive codon optimization algorithm as part of a larger sequence). High GC% is bad. Tandem repeat is worse. Several other perfectly fine arginine codons. And I wouldn't engineer a viral genome using human codon usage. An engineer would not do it.” 4. DEFUSE full proposal: virus 20% different from SARS1, consensus seq assembled with 6 segments, without disrupting coding seq, BsmBI order, FCS. SARS2: 20% different than SARS1, 6 evenly spaced fragments w BsmBI and BsaI restriction sites, FCS. Jesse Bloom, Jack Nunberg, Robert Townley, Alexandre Hassanin have observed this workflow could have lead to SARS-CoV-2. Work often begins before funding sought or goes ahead anyway. Re: 4 - Also scattered across second section of debate, also not going to retread 5. Market cases were all lineage B. Lv et al (2024) indicates there was a single point of emergence and A came before B. So market cases not the primary cases. See also Bloom (2021), Kumar et al (2022). Peter Ben Embarek said there were likely already thousands of cases in Wuhan in December 2019.https://t.co/50kFV9zSb6 https://www.ncbi.nlm.nih.gov/pmc/articles/pmid/34398234/ https://academic.oup.com/bioinformatics/article/38/10/2719/6553661 There was a Lineage A sample in the market, lab leak proponents just try to ignore/dismiss/conspiracize it away. The first two known Lineage A cases were very close to the market. Lv (is this even a real name? It sounds like Roman numeral? But I guess that’s what you expect in a country ruled by someone named Xi) found some weird COVID variants in Shanghai that might or might not mean anything; you can see some discussion of the implications here, but I don’t think they’re strong evidence either way. If A was first, it means some really weird stuff coincidences have to happen to give us the spread rates and genetic clock data we get, but they’re not necessarily weirder in the zoonosis hypothesis than the lab leak one. The claim that there were “thousands of cases in Wuhan in December 2019” is very easy to disprove by doubling rate arguments like the one above, by the blood bank study mentioned above, by the WHO’s failed case search, and by many other lines of argument. 6. Evidence for lineage A in the market is based on a low quality sample according to Liu et. al. (2023). I really think lab leakers need to decide whether they think China is a sinister actor trying to cover up the truth, or whether they should trust every offhand comment by Chinese government officials as gospel. Dr. Liu doesn’t explain in what sense he thinks the Lineage A sample is “low-quality”, and the Western scientists who I asked about this said they didn’t understand this complaint and that the sample was fine. A Western team re-analyzing the same sample describes it as “conclusively contain[ing] Lineage A.” I think most lab leakers have switched from trying to deny the genetics to claiming that this was “contamination”, which also doesn’t make sense (the sample is genetically very early). Note that aside from this sample, the first two Lineage A cases discovered were both very close to the wet market. 7. Bloom (2023) shows market samples do not support market origin. There is also no evidence of transmission in the claimed susceptible animals elsewhere. https://academic.oup.com/ve/advance-article/doi/10.1093/ve/vead089/7504441 Discussed extensively in my article as well as the first section of the debate. 8. Lineage A and B only two mutations apart. François Ballox, Bloom and Virginie Courtier-Orgogozo note this is unlikely to reflect two separate animal spillovers as opposed to incomplete case ascertainment of human to human transmission (Bloom 2021). Discussed extensively in my article as well as the first section of the debate. 9. Sampling bias. George Gao, Chinese CDC head at the time, acknowledged to the BBC stating they may have focused too much on and around the market and missed cases on the other side of the city. David Bahry outlines the documented bias. Michael Weissman has shown this mathematically. https://journals.asm.org/doi/10.1128/mbio.00313-23 https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnae021/7632556 Re: Dr. Gao, see above comment about Chinese officials. See the section Ascertainment Bias below for why I disagree with this specific claim, which also addresses the Michael Weissman argument. 10. Spatial statistics experts show the Worobey claim the market was the early epicentre was flawed. https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnad139/7557954 Re: 10 - See Confirmation Of The Centrality Of The Huanan Market Among Early COVID-19 Cases, a response to the paper you cite: The centrality of Wuhan's Huanan market in maps of December 2019 COVID-19 case residential locations, established by Worobey et al. (2022a), has recently been challenged by Stoyan and Chiu (2024, SC2024). SC2024 proposed a statistical test based on the premise that the measure of central tendency (hereafter, "centre") of a sample of case locations must coincide with the exact point from which local transmission began. Here we show that this premise is erroneous. SC2024 put forward two alternative centres (centroid and mode) to the centre-point which was used by Worobey et al. for some analyses, and proposed a bootstrapping method, based on their premise, to test whether a particular location is consistent with it being the point source of transmission. We show that SC2024's concerns about the use of centre-points are inconsequential, and that use of centroids for these data is inadvisable. The mode is an appropriate, even optimal, choice as centre; however, contrary to SC2024's results, we demonstrate that with proper implementation of their methods, the mode falls at the entrance of a parking lot at the market itself, and the 95% confidence region around the mode includes the market. Thus, the market cannot be rejected as central even by SC2024's overly stringent statistical test. I think this response is pretty strong. In one analysis, they show that even though the other paper’s methodology is worse than theirs, if you apply it correctly (instead of inappropriately excluding various cases like the paper’s authors did), the center of all early cases in Hubei province lands on the wet market parking lot. In another analysis, they show that the other paper’s recommended tests wouldn’t have correctly pointed to the offending water pump in the famous John Snow cholera outbreak, but theirs would have. Still, I think it’s useful to supplement fancy statistics with normal common sense, so I recommend just looking at the map of early cases: …and deciding whether you think the assumptions behind a specific statistical test are likely to debunk the idea that cases are centered around the wet market. 11. Wuhan used as a control for a 2015 serological study on SARS-related bat coronaviruses due to its urban location. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6178078/ I don’t know why this point is supposed to matter. If you mean that Wuhan isn’t directly exposed to bats, nobody ever said it was. The zoonotic theory is that wildlife carted in from other areas of China started the pandemic in the wet market. 12. Superspreader events also seen at wet markets in Beijing and Singapore (Xinfadi and Jurong). This was discussed very extensively in the debates, both in section 1 and section 3. Wet markets weren’t “superspreader locations” - in fact, the disease spread no more quickly there than anywhere else. They were the first place in those cities that the pandemic started, due to contaminated animal products. If anything, this supports zoonosis. See also my discussion with Saar on this point below. 13. WIV refuse to share their records with NIH who terminated subaward in 2022. Wider suspension over biosafety concerns. https://www.bloomberg.com/news/articles/2023-07-18/us-suspends-wuhan-institute-funds-over-covid-stonewalling Although WIV has not been especially forthcoming, some of their databases were leaked in various ways and showed that they did not have any viruses capable of transforming into COVID. 14. PLA involvement at WIV and MERS research prior to SARS-COV-2. MERS features several similarities with SARS-CoV-2. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7022351/ I can’t even tell what conspiracy theory you’re trying to propose with this one; if you spell it out I can try to explain why it might be false. 15. SARS1 leaked several times and SARS-COV-2 has leaked from a BSL-3 lab in Taiwan. Agreed that SARS leaked several times. It also spilled over from animals several times. During the debate, a lab leak rate of once per lab per 500 years was proposed (everyone agreed to steelman this by 10x for WIV numbers); I would be interested to know whether anything about the study of SARS challenges that number. 16. Unpublished infectious clone identified from Wuhan contradicting arguments such reverse genetics systems would be published. https://www.biorxiv.org/content/10.1101/2023.02.12.528210v1.full I asked some scientists about this paper and here’s what they told me. Wuhan University sequenced some rice. In the middle of the sequence, there’s an unexpected sequence from a common coronavirus, HKU4. The most likely explanation is that someone else in Wuhan was working on the coronavirus and there was cross-contamination. Plausibly this is Wuhan Institute of Virology, who is known to work with coronaviruses. This is cool detective work, but it’s not clear what it’s supposed to prove. I think some lab leakers are using it to prove that WIV can do reverse genetics, but they admitted this already in a published paper so that’s not too helpful. I think others are using it to prove WIV had “secret viruses” in their catalogue, but the rice virus wasn’t secret, it was HKU4, which is common and which WIV has already published papers about. 1.6: DrJayChou’s 7 Arguments Once again, I cannot stress enough how much better a take you might have on this debate if you watch it. “The first known case predates the market outbreak by a month” - this is not the consensus position. I cannot say for sure what Dr. Chou means by this, but I suspect he’s referring to one of the many claims to this effect that Peter effectively debunked during the debate (Connor Reed, Mr. Chen, the 92 cases, Brazil, etc).
Inline links: blog, writes, this study, wrote a blog post on some of these issues, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10234839/, this paper, https://twitter.com/BiophysicsFL/status/1667232580255490053?t=IJgitS5cw364ioclzVWxaA&s=19, https://twitter.com/BiophysicsFL/status/1752800486837678377?t=EpIRgyybJVaPgeMP5xdstA&s=19, https://www.biorxiv.org/content/10.1101/2022.10.18.512756v1, https://link.springer.com/article/10.1007/s10311-021-01211-0?fbclid=IwAR1HMUMtLIAFOFppVasQDeoIAYrVhP8j4YoPO4wnaTOUiKLsllZl_oKryOw, https://t.co/50kFV9zSb6, https://www.ncbi.nlm.nih.gov/pmc/articles/pmid/34398234/, https://academic.oup.com/bioinformatics/article/38/10/2719/6553661, here, describes it as, https://academic.oup.com/ve/advance-article/doi/10.1093/ve/vead089/7504441, https://journals.asm.org/doi/10.1128/mbio.00313-23, https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnae021/7632556, https://academic.oup.com/jrsssa/advance-article-abstract/doi/10.1093/jrsssa/qnad139/7557954, Confirmation Of The Centrality Of The Huanan Market Among Early COVID-19 Cases, https://substackcdn.com/image/fetch/$s_!BNAm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fffd4cddb-6e3e-41f5-8ef6-ec0b27bec600_626x426.webp, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6178078/, https://www.bloomberg.com/news/articles/2023-07-18/us-suspends-wuhan-institute-funds-over-covid-stonewalling, https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7022351/, https://www.biorxiv.org/content/10.1101/2023.02.12.528210v1.full, a published paper, has already published papers about, https://substackcdn.com/image/fetch/$s_!yA9U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F467dd304-190a-4437-8920-d498c433dffb_1600x960.jpeg
Highlights From The Comments On "The Origin Of Woke"
May 07, 2024 · Original source
The current status quo is how the Chinese communist state regulates corporate China. "Common prosperity" says the party leader and companies need to scramble to be seen as doing good. At least more than the next guy.
It would have just effortlessly handled out a huge trump card both to China, always looking for opportunities to expand its influence, and whatever radical anti-American movements there are. Once those movements start taking over their countries with no effective American counter apart from war (which the isolationists would presumably also oppose), and once that starts effecting the global trade, the American economy will take in the lumps, too - and there might be even more direct effects of the terrorist kind that one might surely imagine.
Zvi on California's AI Bill
May 08, 2024 · Original source
The reason it sounded like a bad bill before was that people were misrepresenting what it said. The bill applies to “frontier models” trained on > 10^26 FLOPs - in other words, models a bit bigger than any that currently exist. GPT-4 doesn’t qualify, but GPT-5 probably will. It also covers any model equivalent to these, ie anything that uses clever new technology to be as intelligent as a current 10^26 FLOPs model without actually using that much compute. It places three1 types of regulation on these models: First, companies have to train and run them in a secure environment where “advanced persistent threats” (eg China) can’t easily hack in and steal them2. Second, as long as the model is on company computers, the company has to be able to shut it down quickly if something goes wrong. Third, companies need to test to see if the model can be used to do something really bad. Its three categories of really bad things are: Create nukes or other weapons of mass destruction. This can’t be something dumb like linking the user to the Wikipedia page for uranium. It has to help human terrorists “in a way that would be significantly more difficult . . . without access to a covered model”.
Inline links: 1, 2
24
May 13, 2024 · Original source
People changed their minds a little over time, but not in a very consistent way that mattered much in the end. What was the “client feedback”? The report says: Client feedback was provided to the Superforecasters on December 21. The client posed questions to the Superforecasters about their assessments up to that date and asked for their reactions to several studies and articles. In the days following the client engagement, the Superforecasters lowered their confidence in the natural zoonosis hypothesis from 73% to 67%, although zoonosis remained the most likely potential cause in their assessment. But following an active engagement with recent genomic studies and historical base rates of zoonotic spillovers, those numbers began to return to earlier levels. January also saw increased attention to the geopolitical context and transparency issues, particularly related to research activities in Wuhan Is this bad? I’m imagining a pro-lab-leak client saying “But what about [this list of pro-lab-leak arguments]?” and then the superforecasters read them and adjust. In one sense, it’s good that they got to see more arguments; on the other, it seems like a potential route by which clients could bias the results - probabilities never quite got back to where they were before the feedback, though they got pretty close. The last-minute spike for zoonosis might be the Rootclaim debate results, which were released on 2/18. So maybe the client feedback and the Rootclaim results both slightly affected the numbers, but mostly the superforecasters started out pro-zoonosis and stuck to their guns. Dan Schwarz and the FutureSearch team say that forecasting has a “rationale-shaped hole”. Despite the report making this sound like a pretty intense process, we don’t get much information about details: In their extensive discussions , Good Judgment’s Superforecasters assessed base rates and historical patterns, existing evidence and scientific analysis, geopolitical context and transparency concerns, trust in intelligence communities, and methodological constraints. 1. Base Rates and Historical Patterns: The Superforecasters frequently referenced base rates, i.e., the history of pandemics emerging from natural zoonosis versus the history of laboratory leaks, to anchor their probabilities. For the former, they discussed how the base rates are changing as the climate warms and as expanding human populations push farther into natural environments that previously saw little human presence. For the latter, they acknowledged that it has only been 12 years since the advent of CRISPR gene- editing tools, and the base rate of lab leaks in the short synthetic biology era is not yet well established. 2. New Evidence and Scientific Analysis: Throughout the period, the Superforecasters adapted their forecasts in light of new scientific evidence, including genomic analyses of SARS-CoV-2 and its relation to bat viruses, and the debate over potential laboratory manipulation. 3. Geopolitical Context and Transparency Concerns: The geopolitical implications of the virus’s origins, particularly in relation to China’s transparency and the involvement of international research institutions, played a significant role in the analysis. Concerns over data veracity, and over the political ramifications of determining that the pandemic’s origins were other than zoonosis, were extensively debated. 4. Trust in Intelligence: Commentary on trust in intelligence communities and discussions about the impact of geopolitical biases on the interpretation of evidence illustrated the complex interplay between science, politics, and human behavior in assessing the pandemic’s origins. 5. Methodological Critiques and the Evaluation of Evidence: The Superforecasters engaged in methodological critiques of the evidence base, including the scrutiny of laboratory practices and biocontainment levels [...] In the end, most Superforecasters were in rough agreement on issues like the base rates of zoonotic spillover. Where they most often disagreed was on the interpretation of actions by Chinese officials and whether their actions reflected how an authoritarian government would react in any crisis over which it did not have full control, or whether those actions were indicative of attempts to cover up a biomedical research-related accident that allowed the SARS-CoV-2 virus to enter circulation in China and, ultimately, the entire globe. Probably it would be too much to ask for to get a transcript of all their discussions - then they’d be nervous saying things that might make them look bad to an audience. What would be a good balance between getting more information and not imposing on their time? Forecasting is an unusually legible and easy-to-judge domain. One of the theories of change for forecasting was to use it to identify smart people with good reasoning, then turn them loose on less well-behaved problems. This is one of the first big attempts to do this at scale. How did it work? We can’t tell, because it’s inherently an illegible and hard-to-judge domain. Darn. I don’t know what I expected. Notes From A Local Optimum Austin’s concern - that forecasting has reached a local optimum - is widely shared. We have some good sites: Manifold, Metaculus, Polymarket, GJO, etc - all doing good work. We have good-ish probabilities for a few important questions. Every so often a news source cites them. Sometimes a decision-maker looks at them behind the scenes, maybe. Is this all there is? The FutureSearch team says the next step is to focus on “rationale”. We need to use forecasting not just to get a raw probability, but to explain what’s going on and why we think something. Then instead of just convincing policy-makers to trust forecasts, we can tell them why something is true, or inform their discussions even if they’re not willing to blindly trust a number. Is this a betrayal of the forecasting ethos? The original dream was that instead of a bunch of people giving arguments, we could just test who was right. Now we’re going back to the arguments? People have argued forever; what does forecasting add to that? Well, they add the knowledge that the arguments are from people who have been right a lot before and are incentivized to be right again. Still, it’s not a natural fit. Probably it’s relevant here that FutureSearch’s forecasting AI does a really good job of this by default, in a way humans can’t match. Nuno’s yearly forecasting roundup doesn’t have a single thesis, but the first part is a well-supported complaint that most forecasting sites aren’t good business. They either burn VC money, burn EA donations, or converge towards casinos to support themselves. He gives an honorable exception to Cultivate Labs, which sells prediction market software rather than the results themselves. Open Philanthropy (billionaire Dustin Moskovitz’s EA-aligned charitable foundation) has at least given forecasting a vote of confidence, recently choosing to promote it to one of their main donation areas. Still, they got a lot of pushback on the decision, for example SuperDuperForecasting here: This will be a total waste of time and money unless OpenPhil actually pushes the people it funds towards achieving real-world impact. The typical pattern in the past has been to launch yet another forecasting tournament to try to find better forecasts and forecasters. No one cares, we already know how to do this since at least 2012! The unsolved problem is translating the research into real-world impact. Does the Forecasting Research Institute have any actual commercial paying clients? What is Metaculus's revenue from actual clients rather than grants? Who are they working with and where is the evidence that they are helping high-stakes decision makers improve their thought processes? Incidentally, I note that forecasting is not actually successful even within EA at changing anything: superforecasters are generally far more relaxed about Xrisk than the median EA, but has this made any kind of difference to how EA spends its money? It seems very unlikely. And Marcus Abramovich here: I'm in the process of writing up my thoughts on forecasting in general and particularly EA's reverence for forecasting but I feel, similar to @Grayden that forecasting is a game that is nearly perfectly designed to distract EAs from useful things. It's a combination of winning, being right when others are wrong and seemingly useful, all wrapped into a fun game. I'd like to see tangible benefits to more broad funding of forecasting that seems to be done in t he millions and tens of millions of dollars. I would also be the type of person you would think would be a greater fan of forecasting. I'm the number one forecaster on Manifold and I've made tens of thousands of dollars on Polymarket. But I think we should start to think of forecasting as more of a game that EAs like to play, something like Magic the Gathering that is fun and has some relations to useful things but isn't really useful by itself. Eli Lifland has a long and hard-to-summarize comment here, response from Ozzie Gooen here, podcast between them on “Is Forecasting A Promising EA Cause Area?” here. I’m split on this. My previous hope was that the field would gradually grow, without any qualitative changes or discontinuities, until it became big enough that journalists and policy-makers were aware of it and took it seriously (compare eg the growth of the Internet as a scholarly resource). I think the strongest argument against this is Manifold’s relatively flat user numbers. Is there a new hope? I think if nothing else, forecasting might be useful as a testing ground: First, to create forecasting AIs (like FutureSearch) which can then get consulted on a variety of questions, eg by policy-makers. The biggest holdup has always been the need to gather 20 or 50 or however many hard-to-find superforecasters for whatever question you’re asking, and then trust their advice even though they’re fallible fleshbag humans. If you can use the 20 to 50 superforecasters to inspire an AI, and then test the AI and prove it’s good, people might be more interested. This is especially true if the AI can branch out beyond traditional forecasting questions. Once we have a few of these, we can start comparing the next generation of AIs to the previous generation, and skip the superforecasters.
Inline links: forecasting has a “rationale-shaped hole”, Nuno’s yearly forecasting roundup, Cultivate Labs, choosing to promote it to one of their main donation areas, here, superforecasters are generally far more relaxed about Xrisk, here, @Grayden, here, here, “Is Forecasting A Promising EA Cause Area?” here
Book Review: The Others Within Us
May 21, 2024 · Original source
(And it’s not just therapists. One of my favorite stories in the book was that of Reverend John Nevius, a sober-minded Protestant missionary in late 1800s China. He learned that the Chinese mostly appreciated Christianity for its ability to cast out demons, and that they expected his help with this task. After great reluctance, he agreed, and was surprised to find himself effecting miracle cures and winning converts. “After experiencing casting out demons himself, he sent circular letters to all the other missionaries in China, almost all of whom had similar experiences. Seventy percent of them had come to believe in possession and re-evaluate their faith.”)
Contra Stone On EA
May 30, 2024 · Original source
Try spotting existential risk prevention on here. I don’t think Stone can claim that an EA version of this chart wouldn’t look phenomenally different. But then what’s left of his argument? III. Effective altruists devote absolutely enormous amounts of mental energy and research costs to program assessment, measurement of effectiveness. Those studies yield usually-conflicting results with variable effect sizes across time horizons and model specifications, and tons of different programs end up with overlapping effect estimates. That is to say, the areas where EAist style program evaluations are most compelling are areas where we don’t need them: it’s been obvious for a long time how to reduce malaria deaths, program evaluations on that front have been encouraging and marginally useful, but not gamechanging. On the other hand, in more contestable areas, EAist style program evaluations don’t really yield much clarity. It’s very rare that a program evaluation gets published finding vastly larger benefits than you’d guess from simple back-of-the-envelope guesswork, and the smaller estimates are usually because a specific intervention had first-order failure or long-run tapering, not because “actually tuberculosis isn’t that bad” or something like that. Those kinds of precise program-delivery studies are actually not an EAist specialty, but more IPA’s specialty. My second critique, then is this: there is no evidence that the toolkit and philosophical approach EAists so loudly proclaim as morally superior actually yields any clarity, or that their involvement in global efforts is net-positive vs. similar-scale donations given through near-peer organizations. The IPA mentioned here is Innovations For Poverty Action, a group that studies how to fight poverty. They’re great and do great work. But IPA doesn’t recommend top charities or direct donations. Go to their website, try to find their recommended charities. Unless I’m missing something, there are none. GiveWell does have recommended charities - including ones that they decided to recommend based on IPA’s work - and moves ~$250 million per year to them. If IPA existed, but not GiveWell, the average donor wouldn’t know where to donate, and ~$250 million per year would fail to go to charities that IPA likes. I think from the perspective of people who actually work within this ecosystem, Stone’s concern is like saying “Farms have already solved the making-food problem, so why do we need grocery stores?” (also, effective altruism funds IPA) I’m focusing on IPA here because Stone brought them up, but I think EA does more than this. I don’t think there’s an IPA for figuring out whether asteroid deflection is more cost-effective than biosecurity, whether cow welfare is more effective than chicken welfare, or figuring out which AI safety institute to donate to. I think this is because IPA is working on a really specific problem (which kinds of poverty-related interventions work) and EA is working on a different problem (what charities should vaguely utilitarian-minded people donate to?) These are closely related questions but they’re not the same question - which is why, for example, IPA does (great) research into consumer protection, something EA doesn’t consider comparatively high-impact. And I’m still focusing on donation to charity, again because it’s what Stone brought up, but EA does other things - like incubating charities, or building networks that affect policy. IV. Let’s skip farm animal welfare for a second and look at the next few: Global Aid, “Effective Altruism,” potential AI risks, biosecurity, and global catastrophic risk. These are all definitely disproportionate areas of EAist interest. If you google these topics, you will find a wildly disproportionate number of people who are EAist, or have sex at EAist orgies, or are the friends of people who have sex at EAist orgies. These really are some of the unique social features of EAism. And they largely amount to subsidizing white collar worker wages. I’m sorry but there’s no other way to slice it: these are all jobs largely aimed at giving money to researchers, PhD-holders, university-adjacent-persons, think tanks, etc. That may be fine stuff, but the whole pitch of effective altruism is that it’s supposed to bypass a lot of the conventional nonprofit bureaucracy and its parasitism and just give money to effective charities. But as EAism as matured into a truly unique social movement, it is creating its own bureaucracy of researchers, think tanks, bureaucrats… the very things it critiqued. Suppose an EA organization funded a cancer researcher to study some new drug, and that new drug was a perfect universal cure for cancer. Would Stone reject this donation as somehow impure, because it went to a cancer researcher (a white-collar PhD holder)? EA gives hundreds of millions of dollars directly to malaria treatments that go to the poorest people in the world. It’s also one the main funders of GiveDirectly, a charity that has given money ($750 million so far) directly to the poorest people in the world. But in addition to giving out bednets directly, it sometimes funds malaria vaccines. In addition to giving to poor Africans, it also funds the people who do the studies to see whether giving to poor Africans works. Some of those are white-collar workers. EA has never been about critiquing the existence of researchers and think tanks. In fact, this is part of the story of EA’s founding. In 2007, the only charity evaluators accessible by normal people rated charities entirely on how much overhead they had - whether the money went to white-collar people or to sympathetic poor recipients. EAs weren’t the first to point out that this was a very weak way of evaluating charities. But they were the first to make the argument at scale and bring it into the public consciousness, and GiveWell (and to some degree the greater EA movement) were founded on the principle of “what if there was a charity evaluator that did better than just calculate overhead?” In accordance with this history, if you look on Giving What We Can’s List Of Misconceptions About Effective Altruism, their #1 Misconception about about charity evaluation is that “looking at a charity’s overhead costs is key to evaluating its effectiveness”. This is another part of my argument that EA is more than just IPA++. For years, the state of the art for charity evaluators was “grade them by how much overhead they had”. IPA and all the great people working on evidence-based charity at the time didn’t solve that problem - people either used CharityNavigator or did their own research. GiveWell did solve that problem, and that success sparked a broader movement to come up with a philosophy of charity that could solve more problems. Many individuals have always had good philosophies of charity, but I think EA was a step change in doing it at scale and trying to build useful tools / a community around it. V. You could of course say AI risk is a super big issue. I’m open to that! But surely the solution to AI risk is to invest in some drone-delivered bombs and geospatial data on computing centers! The idea that the primary solution here is going to be blog posts, white papers, podcasts, and even lobbying is just insane. If you are serious about ruinous AI risk, you cannot possibly tell me that the strategy pursued here is optimal vs. say waiting until a time when workers have all gone home and blowing up a bunch of data centers and corporate offices. In particular terrorism as a strategy may be efficient since explosives are rather cheap. To be clear I do not support a strategy of terrorism!!!! But I am questioning why AI-riskers don’t. Logically, they should. I think if you have to write in bold with four exclamation points at the end that you’re not explicitly advocating terrorism, you should step back and think about your assumptions further. So: Should people who worry about global warming bomb coal plants? Should people who worry that Trump is going to destroy American democracy bomb the Republican National Convention? Should people who worry about fertility collapse and underpopulation bomb abortion clinics? EAs aren’t the only group who think there are deeply important causes. But for some reason people who can think about other problems in Near Mode go crazy when they start thinking about EA. (Eliezer Yudkowsky has sometimes been accused of wanting to bomb data centers, but he supports international regulations backed by military force - his model is things like Israel bombing Iraq’s nuclear program in the context of global norms limiting nuclear proliferation - not lone wolves. As far as I know, all EAs are united against this kind of thing.) There are three reasons not to bomb coal plants/data centers/etc. The first is that bombing things is morally wrong. I take this one pretty seriously. The second is that terrorism doesn’t work. Imagine that someone actually tried to bomb a data center. First of all, I don’t have statistics but I assume 99% of terrorists get caught at the “your collaborator is an undercover fed” stage. Another 99% get eliminated at the “blown up by poor bomb hygiene and/or a spam text message” stage. And okay, 1/10,000 will destroy a datacenter, and then what? Google tells me there are 10,978 data centers in the world. After one successful attack, the other 10,977 will get better security. Probably many of these are in China or some other country that’s not trivial for an American to import high explosives into. The third is that - did I say terrorism didn’t work? I mean it massively massively backfires. Hamas tried terrorism, they frankly did a much better job than we would, and now 52% of the buildings in their entire country have been turned to rubble. Osama bin Laden tried terrorism, also did an impressive job, and the US took over the whole country that had supported him, then took over an unrelated country that seemed like the kinds of guys who might support him, then spent ten years hunting him down and killing him and everyone he had ever associated with. One f@#king time, a handful of EAs tried promoting their agenda by committing some crimes which were much less bad than terrorism. Along with all the direct suffering they caused, they destroyed EA’s reputation and political influence, drove thousands of people away from the movement, and everything they did remains a giant pit of shame that we’re still in the process of trying to climb our way out of. Not to bang the same drum again and again, but this is why EA needs to be a coherent philosophy and not just IPA++. You need some kind of theory of what kinds of activism are acceptable and effective, or else people will come up with morally repugnant and incredibly idiotic plans that will definitely backfire and destroy everything you thought you were fighting for. EA hasn’t always been the best at avoiding this failure mode, but at least we manage to outdo our critics. VI. Stone moves on to animal welfare: It’s important to grasp that [caring about animals] is, in evolutionary terms, an error in our programming. The mechanisms involved are entirely about intra-human dynamics (or, some argue, may also be about recognizing the signs of vulnerable prey animals or enabling better hunting). Yes humans have had domestic animals for quite a long time, but our sympathetic responses are far older than that. We developed accidental sympathies for animals and then we made friends with dogs, not vice versa. Again, this is part of why I think it’s useful to have people who think about philosophy, and not just people who do RCTs. People having kids of their own instead of donating to sperm banks is in some sense an “error” in our evolutionary program. The program just wanted us to reproduce; instead we got a bunch of weird proxy goals like “actually loving kids for their own sake”. Art is another error - I assume we were evolutionarily programmed to care about beauty because, I don’t know, flowers indicate good hunting grounds or something, not because evolution wanted us to paint beautiful pictures. Anyone who cares about a future they will never experience, or about people on far off continents who they’ll never meet, is in some sense succumbing to “errors” in their evolutionary programming. Stone describes the original mechanisms as “about intra-human dynamics”, but this is cope - they’re about intra-tribal dynamics. Plenty of cultures have been completely happy to enslave, kill, and murder people outside their tribes, and nothing in their evolutionary mechanism has told them not to. Does Stone think this, too, is an error? At some point you’ve got to go beyond evolutionary programming and decide what kind of person you want to be. I want to be the kind of person who cares about my family, about beauty, about people on other continents, and - yes - about animal suffering. This is the reflective equilibrium I’ve landed in after considering all the drives and desires within me, filtering it through my ability to use Reason, and imagining having to justify myself to whatever God may or may not exist. Stone suggests EAs don’t have answers to a lot of the basic questions around this. I can recommend him various posts like Axiology, Morality, Law, the super-old Consequentialism FAQ, and The Gift We Give To Tomorrow, but I think they’ll only address about half of his questions. The other half of the answers have to come from intuition, common sense, and moral conservatism. This isn’t embarrassing. Logicians have discovered many fine and helpful logical principles, but can’t 100% answer the problem of skepticism - you can fill in some of the internal links in the chain, but the beginning and end stay shrouded in mystery. This doesn’t mean you can ignore the logical principles we do know. It just means that life is a combination of formally-reasonable and not-formally-reasonable bits. You should follow the formal reason where you have it, and not freak out and collapse into Cartesian doubt where you don’t. This is how I think of morality too. Again, I really think it’s important to have a philosophy and not just a big pile of RCTs. Our critics make this point better than I ever could. They start with “all this stuff is just common sense, who needs philosophy, the RCTs basically interpret themselves”, then, in the same essay, digress into: If I wanted to do this stuff, I would try terrorism.
Inline links: Giving What We Can’s List Of Misconceptions About Effective Altruism, Israel bombing Iraq’s nuclear program, I take this one pretty seriously, a spam text message, Axiology, Morality, Law, Consequentialism FAQ, The Gift We Give To Tomorrow
Links for July 2024
July 24, 2024 · Original source
17: William Robinson was a traveling stage magician in 1890s America. He was less successful than newcomer Ching Ling Foo, a competing magician who benefited from his exotic Chinese origins. So Robinson painted his face yellow, rebranded as Chung Ling Soo, and moved to London, where he passed himself off as a genuine Chinese man. The real Ching Ling Foo went to London, discovered the imposter, and called him out - but the fake Chung Ling Soo won the ensuing fight, and the real Ching Ling Foo left in disgust. Still, he got his comeuppance shortly thereafter: while he was performing a bullet-catching trick, his assistant accidentally fired a real bullet instead of a blank, killing him.
Inline links: Chung Ling Soo
8: Leopold Aschenbrenner makes the case for a near-term singularity and what to do about it. Aschenbrenner was at the center of yet another recent OpenAI scandal when leadership apparently fired him for telling the company’s board about a security incident they were trying to cover up; he also reports that HR accused him of racism when he warned about being hacked by China.
Inline links: makes the case for a near-term singularity, leadership apparently fired him
18: Related: the obsolete anti-malaria drug mepacrine has an odd side effect: it turns your skin yellow. During World War II, some American spies in China would take mepacrine to blend in. And more interesting facts about WWII US spies in China here:
Inline links: would take mepacrine to blend in, here
Your Book Review: How the War Was Won
August 09, 2024 · Original source
Data from HtWWW, recreated to improve image quality. German oil shortages caused exactly the same training problem Japan had faced, with a slightly different but similarly disastrous outcome. Japanese training and production problems led to planes not arriving where they were supposed to in fighting condition (perhaps as few as 10% were actually combat capable when they arrived!) For Germany, training shortfalls meant annihilation for their air force as inexperienced pilots were forced to fight numerically and qualitatively superior American and British pilots. German monthly aircraft lost/damaged rates increased from 52.5% in January 1944 to 96.3% in June. One particularly illuminating episode illustrates how these problems manifested for Germany. The German air force had a reserve of 800 aircraft to counter the D-Day landings. The pilots of that force were used to only flying under expert control systems in Germany (countering bombing raids). When they went to France, they had trouble navigating and often landed on the wrong fields. Ultimately, they were poorly prepared to fight. The head of German fighter command was certain that the entire reserve did not destroy even two dozen Allied aircraft. American/British Airpower Decided the Outcome of Land Battles Beyond the strategic effects of bombing, tactical airpower (i.e., airplanes attacking land forces) gave an insurmountable advantage to the western Allies’ land forces. After D-Day, the Germans had a very strong defensive position in the hedgerows of northwest France. Allied aircraft literally carpet bombed one of the strongest divisions in the German army out of existence, with 70% casualties in one day. That division would normally have approximately 200 AFVs. At the end of that one day of bombing, it had 14. The Battle of the Bulge, the last offensive by the Germans to drive back the western Allies’ advance, was almost pathetic in its hopelessness. We Americans tend to focus on the hard fighting at the outset of the battle, and the stout resistance of the 101st Airborne at Bastogne. Knowing that airpower would make their attack impossible, the Germans timed the battle for bad weather and prayed it lasted as long as possible. Prayer was really the only option. Once the skies inevitably cleared after a little over a week of bad weather, more than 2,000(!) Allied bombers destroyed the German offensive. With most logistical support wiped out, one famous German division had to abandon all its vehicles and walk back to Germany. Criticism of HtWWW as a Book: Love the Data, (Mostly) Don’t Care About the People My single biggest criticism of HtWWW is O’Brien spends a lot of time (I would estimate 20% of the book) discussing the relative importance and influence of various people in the United States and United Kingdom. The section on Doug MacArthur is worth a longer digression, which I have included below. The problem is that focusing on personnel is almost completely irrelevant to the main argument of the book. For example, it is modestly interesting that Franklin Roosevelt, consistent with advice from Harry Hopkins and Admiral Ernest King, focused America’s productive effort on air and sea power. It is not at all central to the argument that air and sea power won the war. The fact that these particular people thought it was a good idea to build planes and ships matters less than the outcome that the U.S. did exactly that. I am very much interested in World War II history, and on an interestingness scale of 1-10, I found this discussion to be at about a 4. The central argument of the book about German and Japanese production was a consistent 10. Sidenote: MacArthur Was a Disastrous General In the part of the book focused on personnel, the one discussion that hit around a 9 or 10 was of Douglas MacArthur and the invasion of the Philippines. MacArthur was the American general commanding the defense of the Philippines. The Japanese conquered the Philippines, and MacArthur slipped away to Australia, heroically vowing, “I shall return.” He did in December 1944, and some of the worst fighting of the war took place, with massive casualties for the Americans, Japanese, and Filipino civilians. Fighting was still ongoing in the Philippines when the war ended in August 1945. The Americans took more than 220,000 casualties, the Japanese 430,000. Estimates vary on Filipino civilian deaths, but 750,000 is a credible middle of the road estimate. O’Brien’s contribution here was pointing out the strategic pointlessness of MacArthur’s invasion. The big American strategy in the western Pacific was to penetrate the Japanese defensive line of islands to link up with China. The northern Marianas Islands also were within heavy bomber range of Japan, and so would allow for efficient, effective bombing. (Bombing Japan from bases in China were logistically impractical, with virtually all materials being flown in over the Himalayas—another fascinating logistics discussion in this book.) The Americans had already conquered the Marianas Islands and had total air and sea dominance in the western Pacific. The forces the Japanese had in the Philippines could have been simply left to wither, as they had been on other islands bypassed by the island-hopping campaign. So, why did the Philippines invasion happen? The inescapable conclusion is that MacArthur was too politically formidable to risk angering, and he personally wanted to invade the Philippines to make good on his promise to return. Not coincidentally, the Philippines also offered some prospect of an extended land campaign where MacArthur could improve his reputation after his disastrous original defense of the Philippines. Also relevant, in O’Brien’s words: “MacArthur [] dazzled Roosevelt with tales of easy victories and grateful Filipinos and American voters.” Criticisms of HtWWW’s Central Argument I think it is clear from the data that O’Brien’s argument, that air and sea power played a more important role than land battles in deciding the war, is fundamentally right. Still, one can raise a few objections. Individual naval battles were capable of destroying a significant percentage of overall production. O’Brien discusses the Battle of Midway, where the Japanese lost four aircraft carriers (37 percent of their navy’s aircraft carriers at the time, 22 percent of all carriers they had during the war). This point doesn’t really disprove O’Brien’s core argument—it is basically a footnote saying that individual naval battles are more likely to matter than individual land battles. Politics and psychology matter tremendously in war, sometimes more than productive effort. O’Brien tacitly acknowledges this in the V-2 weapons discussion when he notes that the Germans spent all this money and effort on a psychological salve to the trauma of Allied bombing. The Japanese did ultimately surrender after the atomic bombings. (Or, if you are more on the revisionist end of the spectrum, they surrendered after the Soviets declared war.) France surrendered after a few disastrous battles. The productive effort lens might be useful, but subject to important caveats. Why Does the Conventional Narrative Focus on Battles? A perfect companion book to HtWWW would examine why military historians and the broader public have focused inordinately on battles. Here are some plausible factors: Battles are more dramatic. Propaganda during the war focused on battles so that there would be more inherent drama. Working twelve hour shifts in a factory to win the great battle is probably psychologically easier than thinking your work is going to disappear into an inchoate slog.
The Compounding Loophole
August 22, 2024 · Original source
They say it’s through the same factories that make the official version for Big Pharma. If I understand the situation, nameless Chinese factories1 make the chemical itself, and Novo Nordisk (the pharmaceutical company that owns the official patent) does some fancy encapsulation work at their own plants. But they have a permanent capacity problem because of logistical and regulatory issues, so the nameless Chinese factories sell the extra to the compounding pharmacies on the side.
Inline links: They say, 1
The linked Reddit answer names a factory in Switzerland, but some other sources give a longer list of factories, most of which were in China.
Against The Cultural Christianity Argument
October 04, 2024 · Original source
But the Christian cultural package also fell apart and became the current post-Christian world. This wasn't just a one-time coincidence either. Protestantism gave way to modernism in Scandinavia, Germany, and the US. Catholicism gave way to modernism in Spain, Italy, and Latin America. Orthodoxy gave way to modernism in Greece, Eastern Europe, and Russia (with a slight Putinist resurrection-in-name-only which hardly seems to have produced a flourishing liberal society). Meanwhile in China, the local mix of Buddhism/Confucianism/Taoism gave way to modernism. In South East Asia, Buddhism gave way to modernism. Only 10% of Israeli Jews are ultra-Orthodox, and it would be lower if they didn't breed so fast. India is moderately Hindu but still noticeably modern. Even the Middle East is gradually becoming less Muslim.
Links For November 2024
November 01, 2024 · Original source
1: Ancient Chinese passports for the dead. “During the late Warring States / Han dynasty, people would be buried with official ID to get them into the underworld.”
Inline links: Ancient Chinese passports for the dead
It’s the red line on this chart; if you can’t see a red line at your screen resolution, then you’ve learned something important about the the EU tech sector. 37: Seen on @cremieuxrecuel’s twitter (preliminary, needs replication): Jews may have gone from 65-29 Democrat/Republican in 2020 to 58-40 this election. 38: Extelligence has a post responding to my critique of the cultural Christianity argument (among, uh, many other things), but I don’t really think it connects. I’m not telling atheists they can’t go to church/synagogue if it makes them feel happy and fulfilled - I’ve done this myself sometimes. My post was meant to argue against the claim that, for pragmatic reasons, atheists should support the Christianization of society as a defense against Islam or postmodernism or some other philosophical enemy. 39: Related: Extelligence is finally going for their Trust Assembly project/idea/startup for online consensus-based truth-seeking (I think something like a cross between Community Notes and Wikipedia, but as a browser extension, and for everything). He’s looking for potential developers/testers/users. 40: Jiankui He is the Chinese geneticist who made history with the first germline gene editing in humans (resulting in three babies supposedly immune to AIDS, although nobody has tested this). China sentenced him to three years in prison for unauthorized experimentation, but now he’s out of jail, has an English-language Twitter account, has a new lab, wants to work on Alzheimers, and seems pretty based (although not infinitely based): 41: Anthropic has a new version of their AI Claude which can use your computer. You give it permission, put it on a virtual desktop, and ask it to do things for you (eg “please find and download a picture of a cat” or “please research these ten things and put them in a text file”.) It moves your cursor, browses the Internet, and creates and saves files. People keep saying they’ll care about AI “when it operates autonomously” or “when it becomes an agent”. But this is a trivial barrier, and one which Computer Use Claude has arguably already passed. So far this feature is limited to developers (though anyone with computer knowledge can sign up for it) but I expect it to be the near future of consumer AI, to get better quickly, and to shade gradually into the “autonomous” “agentic” AI that you all think will require a paradigm shift. 42: Claim (from the IDF): Hamas faked polls showing that most Palestinians supported the October 7 attack; the real numbers are 31% in favor, 64% against. 43: Otto von Bismarck wanted to trick France into declaring war on Germany. In order to provoke the French, he sent the Ems Dispatch, a statement describing recent diplomatic events in a way that sounded maximally offensive. The French were so offended that “crowds” in Paris demanded war, and the Franco-Prussian War was declared soon afterwards. The part of this that I find most interesting is the text of the dispatch itself, which read: After the news of the renunciation of the Prince von Hohenzollern had been communicated to the Imperial French government by the Royal Spanish government, the French Ambassador in Ems made a further demand on His Majesty the King that he should authorize him to telegraph to Paris that His Majesty the King undertook for all time never again to give his assent should the Hohenzollerns once more take up their candidature. His Majesty the King thereupon refused to receive the Ambassador again and had the latter informed by the Adjutant of the day that His Majesty had no further communication to make to the Ambassador. I’m fascinated by the idea that only 150 years ago, it was obvious that if someone sent you this statement, you had to declare war or abandon all honor. If I read it carefully, I can sort of parse out that it sounds like the Prussians are unhappy, but that’s the most emotion I gather from it. Anyway, the Franco-Prussian War led to World War I which led to World War II - so if you don’t like 50 million people dying and the total devastation of Europe, blame this statement about ambassadors. 44: The first use of artificial insemination in humans: The first recorded case of artificial insemination by donor didn’t occur until 1884, when Dr. William Pancoast decided to treat a couple’s infertility by secretly inseminating the woman with sperm obtained from a medical student. The insemination happened while the patient was under anesthesia and Dr. Pancoast did not tell her what had occurred. She gave birth to a baby boy nine months later, but it was several years before the doctor finally confessed to her husband what he had done. Neither man ever informed the mother. It was 25 years later the result of this case was published. Dr. Pancoast was roundly condemned for his actions, but it did open the door for consensual sperm donor insemination. 45: ClearerThinking administers several personality tests to the same people to learn more about their comparative accuracy. I am most interested in their finding that tests with “factors” (eg the Big Five, where you rate people on a numeric scale) are inherently more accurate than those with “types” (eg Myers-Briggs, where you assign someone a specific category) and that, adjusting for this, Big Five is no more predictive than the Enneagram: 46: In 2022, I wrote Whither Tartaria, where I asked why ornate classical styles switched to more austere modernist styles around 1900 - 1950 in a variety of different arts (painting, architecture, literature, poetry, etc). I proposed seven theories, but was unsure which if any were true. Since then, Samuel Hughes of Works In Progress has been investigating. In May, he wrote a well-researched article showing that it wasn’t just increasing cost, because ornate classical architecture now costs less than ever. Now in a new article he demolishes a different theory - it’s not just decreasing cost (and subsequent lack of ability to signal wealth) - because costs didn’t decrease in several other arts, and the change was led by artists with rich people as reluctant followers. He concludes: Modernism may well be a status game of some kind; it may well signal taste more than it signals wealth; and this latter feature may be one of the things that distinguishes it from older artistic styles. But the mechanism by which this change came about must be different to the one Alexander describes. 47: Sort of kind of related - When Hamilton Lost Its Snob Appeal. The musical Hamilton was briefly an artistic/cultural phenomenon, but tastemakers eventually switched to making fun of it. Why? Rob Henderson says it happened after ticket prices came down and the common people could enjoy it. I disagree: everyone I knew who was into Hamilton got into it from the free online soundtrack long before they’d seen the show; I think this is more likely the usual fad cycle where anybody who’s too into yesterday’s fad is behind the curve and therefore uncool. 48: Related: Why are people such jerks to public intellectuals? And more. I agree this is a great mystery. 49: Some prominent Substack psychiatrists doing a video Q&A, submit your questions here. 50: Naomi Kanakia: The Literacy Delusion had a number of explanations for why reading books seemed to be so much worse for human beings (in terms of emotional wellness and productivity) than other forms of narrative entertainment, but its main theory was the integration hypothesis. That the stream of words in a book trained the human brain into a habit of self-consciousness, that reading books forced human beings to think of themselves as a stream of text, processed through time, making a coherent argument of some sort. And that this overall flattening effect forced readers to ignore aspects of their personality or their situation that were not otherwise in line with the overarching story they'd created about themselves. Basically, reading books causes repression and neurosis. The Literacy Delusion argued that, yes, human beings are storytelling machines, but that a stream of written text is a particular kind of story—a story that is particularly flat, particularly devoid of conflicting or harmonizing information—and that this flatness creates a peculiar effect on the human brain. 51: Last month, I linked Sasha Gusev’s No, Intelligence Is Not Like Height and asked people who disagreed to share their arguments; they sure did. First, several people pointed me to a new preprint, Family-GWAS Reveals Effects Of Environment And Mating On Genetic Associations, which finds that one of the main papers Gusev cited to make his case, Howe 2022, made a mistake - imputing sibling genotypes using a process designed for non-sibling genotypes - and that once that mistake is corrected, the finding disappears and intelligence and height appear similar. Second, Joseph Bronski has a more specific post where he responds to Gusev’s points one by one. He accuses Gusev of “[making] up his own chart to remove the error bars [from the originals], to obscure the fact that the study found no evidence for this in IQ”, and says that the cases where he didn’t do that are just “population stratification and range restriction”. Third, Noah Carl at Aporia, instead of writing a direct response like Bronski, argues that the usual method of attacking twin studies is obsolete; not only have the most-debated assumptions behind twin studies been thoroughly validated, but there are now other lines of evidence besides twin studies which confirm high IQ heritability. Fourth, Leonardo Parro (not framed as a response to Gusev) goes into more depth about one of those ways, a “pedigree-based analysis” demonstrating heritability of 54 - 69%, ie no “missing heritability” compared to twin studies. He summarizes this as the effect of “rare variants” compared to the usual SNPs - ie if you only look at the most common genes that are easiest to find, you get “missing heritability” compared to twin studies, but if you widen your search to rare genes that are hard to find, you don’t. 52: Extremely related: Heliospect is a startup promising polygenic selection for IQ and other traits; they were trying to stay in stealth mode but The Guardian spied on them and nonconsensually revealed their existence. The discussion on the r/ssc subreddit centered on their claim that (given enough embryos to choose from) they could increase a baby’s expected IQ by 6 points (I’ve also heard 7.5). Sasha Gusev had previously argued that current technology maxed out at 3.5 and future technology would max out at 6, so a claim of 6 - 7.5 is pretty extreme; Gwern, who wrote the pioneering analysis of this technology, was also skeptical. But Heliospect says they’ve got better predictors than academia that use the rare variants everyone else misses; after talking to the company, Gwern retracted his objections and says he finds their claim “pretty plausible”. Local ACX commenter geneticist Gene Smith also redid some calculations, changed his mind, and says “probably pretty realistic”. I find this interesting not just because of the polygenic selection angle, but because if Heliospect is right then their predictor is able to predict more genetic IQ than the “missing heritability” people believe exists, and it should be able to put this argument to bed once and for all. 53: This month in censorship: X/Twitter banned journalist Ken Klippenstein for sharing the Trump campaign’s dossier on JD Vance. Twitter’s side of the story is that the dossier was probably originally stolen by Iranian agents and they don’t want to support that kind of thing by letting people signal-boost the illicitly obtained goods; you can read Klippenstein’s side here. He appears to be unbanned now.
Inline links: @cremieuxrecuel, responding to my critique of the cultural Christianity argument, My post, is finally going for, Trust Assembly, has an English-language Twitter account, has a new lab, wants to work on Alzheimers, and seems pretty based, not infinitely based, https://substackcdn.com/image/fetch/$s_!fY_K!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b3b61c8-6c48-4eb7-9608-426b738ab9c8_592x111.png, which can use your computer, Claim, Ems Dispatch, The first use of artificial insemination in humans, administers several personality tests to the same people, https://substackcdn.com/image/fetch/$s_!epEc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47c474c6-d68a-41e4-954e-d24cd00ec040_740x388.webp, Whither Tartaria, a well-researched article showing, in a new article he demolishes a different theory, When Hamilton Lost Its Snob Appeal, Why are people such jerks to public intellectuals?, more, Some prominent Substack psychiatrists doing a video Q&A, submit your questions here, Naomi Kanakia, No, Intelligence Is Not Like Height, Family-GWAS Reveals Effects Of Environment And Mating On Genetic Associations, Howe 2022, a more specific post where he responds to Gusev’s points one by one, argues that the usual method of attacking twin studies is obsolete, goes into more depth about one of those ways, The Guardian spied on them and nonconsensually revealed their existence, discussion, previously argued, the pioneering analysis of this technology, Gwern retracted his objections, says, polygenic selection, banned journalist Ken Klippenstein, you can read Klippenstein’s side here., appears to be unbanned now
13: Gwern on the chip embargo: It is pretty damning. We're told the chip embargo has failed, and smugglers have been running rampant for years, and China is about to jump light years beyond the West and enslave us with AXiI (if you will) . . . And then an expert casually remarks that all of China put together, smuggling chips since 2022, has fewer H100s than Elon Musk orders for his datacenter while playing Elden Ring. And even with that huge bottleneck and 1.4 billion people, there's so little demand for them that they cost less per hour than in the West, where AI is redhot and we can't get enough H100s in datacenters. (And where the serious AI people are now discussing how to put that many into a single datacenter for a single run before the next scaleup with B200s obsoletes those...) 14: A company called Cosm has raised $250 million to build “immersive sports experiences”, ie giant buildings sort of like a cross between a stadium and a movie theater where people can get together and watch high-quality televised sports games in a “realistic” setting; they already have facilities in Dallas and Los Angeles. 15: Cremieux: The Ottoman Origins Of Modernity. The “Ottoman” bit is a distractor; the Ottomans fought the Catholics long enough for the Protestants to get a foothold, and then the Protestants established modernity. A useful pushback against the pushback that the Catholic Church never persecuted scientists or held back progress. I’m most interested in this post in the context of Cremieux saying he wrote it in two hours. Even I can’t work that fast! 16: The Green Party, a US third party, tried to put their candidate Jill Stein on the ballot in November. The Nevada election office sent them the wrong forms and gave them false advice about the process. The Greens filed the wrong forms, the Democrats sued, and the Supreme Court disqualified Stein, calling the election office’s incorrect advice an “unfortunate mistake”. I’m disappointed in this outcome - partly for the obvious reasons, but also because the incorrect forms they submitted technically should have added a state referendum to the ballot containing only the text “Jill Stein”. If they’re going to disqualify her candidacy, then I think they should at least hold the state referendum! 17: Nostalgebraist: Google has a new tool out that will create an AI podcast for any text; you hand it the text (could be a blog post, article, or work of fiction), and the tool generates a podcast of two AI hosts discussing it. You can find podcast discussions of Nostalgebraist’s fiction (Northern Caves and Almost Nowhere) at the link, but the acknowledged peak of the genre is Podcast Hosts Discover They’re AI, Not Human, And Spiral Into Existential Meltdown. 18: Also Nostalgebraist: The Case For Chain Of Thought Unfaithfulness Is Overstated. New AIs like o1 give “chain of thought”, ie display what they’re thinking after each step. This seems like a promising avenue to solve alignment - just see whether they’re thinking “and now I will plot against humans”. Unfortunately it’s not so easy; the chain of thought isn’t always accurate (you can sometimes catch the AI “hiding” thoughts it doesn’t want its human overseers to know, like when it’s using a racial stereotype). This article argues that these examples aren’t as exciting as they sound, and chain-of-thought accurately reflects reasoning for most tasks. 19: Australian government considers making doxxing a crime punishable by up to seven years in jail. 20: Getting your brain cryogenically frozen after your death is now free. 21: Cube Flipper: Hypercomputation without bothering the cactus people. The visual system must solve difficult math problems when translating the 2D visual field into a 3D world. Can we harness this innate mathematical ability to do arbitrary work? Cognitive scientist Mark Changizi developed a series of visual circuits (eg XOR gates) based on Necker cubes, probably easier seen than described: After surveying the field, Cube Flipper proposes a more advanced visual computer based on taking DMT and viewing certain types of tiles with slight deviations: …and makes the extreme claim that something like this might demonstrate hypercomputation, ie the visual system has semi-magic computational properties beyond those permitted by normal physical laws. I am skeptical but appreciate the survey of visual computing (as well as the callback to one of my older posts). 22: Material implication in Mormonism: In the book Doctrines and Covenants, Joseph Smith reports that God told him that if he lived to be 85, he would see the Second Coming (which would place it in 1890 - 1891). Mormon apologists note that Joseph Smith did not live to be 85, so no conclusion can be drawn. 23: More old-timey psychiatric ads (this one is from 1952, source: @justin_garson): This was before they invented what we would call antidepressants today; Dexedrine is an amphetamine related to Adderall. 24: Congratulations to Open Philanthropy, the biggest effective altruist foundation… …whose grantee David Baker recently won a Nobel Prize for his research on synthetic proteins. Potential applications include new drugs, vaccines, and materials. 25: Rich Kid Memes And The Online Culture Of The One Percent. Rich people who want to signal group membership to other rich people online can’t boast about how rich they are; that would be gauche. Instead, they’ve settled on the solution of making fun of rich people in hyperspecific language that proves familiarity with the culture. 26: Tap Water Sommelier: Vladimir Putin has two sons, ages 5 and 9. They are kept in luxurious but total isolation from the outside world and raised by flunkies who are too scared to punish/restrain them in any way. Also some discussion of an unexpected historical analogue. 27: Experiment from Colombia: replacing experienced teachers with less-experience but higher-scoring-on-tests teachers significantly decreased student performance. Got to admit I was expecting the opposite of this, I’d seen US data saying that experience didn’t matter and teacher intelligence did. Looking over this more, I find lots of studies on both sides and will go back to agnosticism on this question until someone I trust investigates further. 28: Large scale-formal Intellectual Turing Test finds that people can imitate partisans effectively; ie nobody on either side can tell the difference between a Democrat arguing for Democrat values vs. a Republican-pretending-to-be-a-Democrat arguing for Democrat values (and vice versa). This study used a 100 word essay on why you supported your party (you can see if you can do better here), but past attempts with different structures (religion, vegetarianism, polyamory) have shown broadly the same results. The researchers try to put this in the context of various studies showing that people do misunderstand their opponents (eg think they’re more extreme, underestimate the level of common ground), but it seems like intellectual Turing Tests aren’t a good way to measure or tease out this misunderstanding. 29: Congratulations to Substacker WoolyAI for doing the impossible and providing a genuinely novel and interesting (to me) take on pickup artistry: 30: Did you know: if you Google “cool websites”, our subreddit (r/slatestarcodex) is the first result. 31: Moshe Koppel, who works at the intersection of computer science and Talmud, is writing a series of posts (presumably) based off of my Every Bay Area House Party, titled Jerusalem Area House Party (it’s multiple part, you have to go to the main Substack page to find the others). I won’t necessarily link everyone who riffs off one of my posts - but honestly I probably will if you also have a Wikipedia page that describes you as working on computational Talmudology. 32: David Roman says it’s a myth that Arabic scholars rescued and preserved the works of the great classical authors. 33: Medications often decrease “secondary endpoints” (eg stroke, heart attack), but the holy grail of pharma studies is proving that a certain drug decreases all-cause mortality. This is much harder (not all heart attacks kill people, and people die from lots of other things), but is the strongest possible endorsement for the drug (without it, you might worry that it only prevented non-fatal heart attacks, or that it killed as many people through side effects as it saves through heart attack prevention). Even great medications that we’re confident in can’t always clear this bar. But a new JAMA article adds another member to this select club: Adderall decreases all-cause mortality in ADHD, probably because it prevents drug addiction, car accidents, and impulsive actions. 34: Before the Gulf War got in the way, Saddam Hussein was building some crazy mosques: 35: Italy bans surrogacy - quite strictly, too, Italians aren’t even allowed to go abroad and do it. I am so sorry for all the Italians who will never get to be mothers and fathers because their government hates progress. You might hope that, whatever the other disadvantages of anti-immigrant parties, at least they’re incentivized to let natives have children, but looks like they can’t even get that one right. Starting to wonder whether the trains even run on time. 36: Elsewhere in “Italy sucks” news - did you know Italy’s tax code effectively bans startups? Companies are taxed before making any money, based on how many assets they have. If they have lots of assets but aren’t making money (eg because they’re still doing research / in stealth) then tax officials get confused and hostile and run increasingly punitive audits. Related: size of the European tech sector. It’s the red line on this chart; if you can’t see a red line at your screen resolution, then you’ve learned something important about the the EU tech sector. 37: Seen on @cremieuxrecuel’s twitter (preliminary, needs replication): Jews may have gone from 65-29 Democrat/Republican in 2020 to 58-40 this election. 38: Extelligence has a post responding to my critique of the cultural Christianity argument (among, uh, many other things), but I don’t really think it connects. I’m not telling atheists they can’t go to church/synagogue if it makes them feel happy and fulfilled - I’ve done this myself sometimes. My post was meant to argue against the claim that, for pragmatic reasons, atheists should support the Christianization of society as a defense against Islam or postmodernism or some other philosophical enemy. 39: Related: Extelligence is finally going for their Trust Assembly project/idea/startup for online consensus-based truth-seeking (I think something like a cross between Community Notes and Wikipedia, but as a browser extension, and for everything). He’s looking for potential developers/testers/users. 40: Jiankui He is the Chinese geneticist who made history with the first germline gene editing in humans (resulting in three babies supposedly immune to AIDS, although nobody has tested this). China sentenced him to three years in prison for unauthorized experimentation, but now he’s out of jail, has an English-language Twitter account, has a new lab, wants to work on Alzheimers, and seems pretty based (although not infinitely based): 41: Anthropic has a new version of their AI Claude which can use your computer. You give it permission, put it on a virtual desktop, and ask it to do things for you (eg “please find and download a picture of a cat” or “please research these ten things and put them in a text file”.) It moves your cursor, browses the Internet, and creates and saves files. People keep saying they’ll care about AI “when it operates autonomously” or “when it becomes an agent”. But this is a trivial barrier, and one which Computer Use Claude has arguably already passed. So far this feature is limited to developers (though anyone with computer knowledge can sign up for it) but I expect it to be the near future of consumer AI, to get better quickly, and to shade gradually into the “autonomous” “agentic” AI that you all think will require a paradigm shift. 42: Claim (from the IDF): Hamas faked polls showing that most Palestinians supported the October 7 attack; the real numbers are 31% in favor, 64% against. 43: Otto von Bismarck wanted to trick France into declaring war on Germany. In order to provoke the French, he sent the Ems Dispatch, a statement describing recent diplomatic events in a way that sounded maximally offensive. The French were so offended that “crowds” in Paris demanded war, and the Franco-Prussian War was declared soon afterwards. The part of this that I find most interesting is the text of the dispatch itself, which read: After the news of the renunciation of the Prince von Hohenzollern had been communicated to the Imperial French government by the Royal Spanish government, the French Ambassador in Ems made a further demand on His Majesty the King that he should authorize him to telegraph to Paris that His Majesty the King undertook for all time never again to give his assent should the Hohenzollerns once more take up their candidature. His Majesty the King thereupon refused to receive the Ambassador again and had the latter informed by the Adjutant of the day that His Majesty had no further communication to make to the Ambassador. I’m fascinated by the idea that only 150 years ago, it was obvious that if someone sent you this statement, you had to declare war or abandon all honor. If I read it carefully, I can sort of parse out that it sounds like the Prussians are unhappy, but that’s the most emotion I gather from it. Anyway, the Franco-Prussian War led to World War I which led to World War II - so if you don’t like 50 million people dying and the total devastation of Europe, blame this statement about ambassadors. 44: The first use of artificial insemination in humans: The first recorded case of artificial insemination by donor didn’t occur until 1884, when Dr. William Pancoast decided to treat a couple’s infertility by secretly inseminating the woman with sperm obtained from a medical student. The insemination happened while the patient was under anesthesia and Dr. Pancoast did not tell her what had occurred. She gave birth to a baby boy nine months later, but it was several years before the doctor finally confessed to her husband what he had done. Neither man ever informed the mother. It was 25 years later the result of this case was published. Dr. Pancoast was roundly condemned for his actions, but it did open the door for consensual sperm donor insemination. 45: ClearerThinking administers several personality tests to the same people to learn more about their comparative accuracy. I am most interested in their finding that tests with “factors” (eg the Big Five, where you rate people on a numeric scale) are inherently more accurate than those with “types” (eg Myers-Briggs, where you assign someone a specific category) and that, adjusting for this, Big Five is no more predictive than the Enneagram: 46: In 2022, I wrote Whither Tartaria, where I asked why ornate classical styles switched to more austere modernist styles around 1900 - 1950 in a variety of different arts (painting, architecture, literature, poetry, etc). I proposed seven theories, but was unsure which if any were true. Since then, Samuel Hughes of Works In Progress has been investigating. In May, he wrote a well-researched article showing that it wasn’t just increasing cost, because ornate classical architecture now costs less than ever. Now in a new article he demolishes a different theory - it’s not just decreasing cost (and subsequent lack of ability to signal wealth) - because costs didn’t decrease in several other arts, and the change was led by artists with rich people as reluctant followers. He concludes: Modernism may well be a status game of some kind; it may well signal taste more than it signals wealth; and this latter feature may be one of the things that distinguishes it from older artistic styles. But the mechanism by which this change came about must be different to the one Alexander describes. 47: Sort of kind of related - When Hamilton Lost Its Snob Appeal. The musical Hamilton was briefly an artistic/cultural phenomenon, but tastemakers eventually switched to making fun of it. Why? Rob Henderson says it happened after ticket prices came down and the common people could enjoy it. I disagree: everyone I knew who was into Hamilton got into it from the free online soundtrack long before they’d seen the show; I think this is more likely the usual fad cycle where anybody who’s too into yesterday’s fad is behind the curve and therefore uncool. 48: Related: Why are people such jerks to public intellectuals? And more. I agree this is a great mystery. 49: Some prominent Substack psychiatrists doing a video Q&A, submit your questions here. 50: Naomi Kanakia: The Literacy Delusion had a number of explanations for why reading books seemed to be so much worse for human beings (in terms of emotional wellness and productivity) than other forms of narrative entertainment, but its main theory was the integration hypothesis. That the stream of words in a book trained the human brain into a habit of self-consciousness, that reading books forced human beings to think of themselves as a stream of text, processed through time, making a coherent argument of some sort. And that this overall flattening effect forced readers to ignore aspects of their personality or their situation that were not otherwise in line with the overarching story they'd created about themselves. Basically, reading books causes repression and neurosis. The Literacy Delusion argued that, yes, human beings are storytelling machines, but that a stream of written text is a particular kind of story—a story that is particularly flat, particularly devoid of conflicting or harmonizing information—and that this flatness creates a peculiar effect on the human brain. 51: Last month, I linked Sasha Gusev’s No, Intelligence Is Not Like Height and asked people who disagreed to share their arguments; they sure did. First, several people pointed me to a new preprint, Family-GWAS Reveals Effects Of Environment And Mating On Genetic Associations, which finds that one of the main papers Gusev cited to make his case, Howe 2022, made a mistake - imputing sibling genotypes using a process designed for non-sibling genotypes - and that once that mistake is corrected, the finding disappears and intelligence and height appear similar. Second, Joseph Bronski has a more specific post where he responds to Gusev’s points one by one. He accuses Gusev of “[making] up his own chart to remove the error bars [from the originals], to obscure the fact that the study found no evidence for this in IQ”, and says that the cases where he didn’t do that are just “population stratification and range restriction”. Third, Noah Carl at Aporia, instead of writing a direct response like Bronski, argues that the usual method of attacking twin studies is obsolete; not only have the most-debated assumptions behind twin studies been thoroughly validated, but there are now other lines of evidence besides twin studies which confirm high IQ heritability. Fourth, Leonardo Parro (not framed as a response to Gusev) goes into more depth about one of those ways, a “pedigree-based analysis” demonstrating heritability of 54 - 69%, ie no “missing heritability” compared to twin studies. He summarizes this as the effect of “rare variants” compared to the usual SNPs - ie if you only look at the most common genes that are easiest to find, you get “missing heritability” compared to twin studies, but if you widen your search to rare genes that are hard to find, you don’t. 52: Extremely related: Heliospect is a startup promising polygenic selection for IQ and other traits; they were trying to stay in stealth mode but The Guardian spied on them and nonconsensually revealed their existence. The discussion on the r/ssc subreddit centered on their claim that (given enough embryos to choose from) they could increase a baby’s expected IQ by 6 points (I’ve also heard 7.5). Sasha Gusev had previously argued that current technology maxed out at 3.5 and future technology would max out at 6, so a claim of 6 - 7.5 is pretty extreme; Gwern, who wrote the pioneering analysis of this technology, was also skeptical. But Heliospect says they’ve got better predictors than academia that use the rare variants everyone else misses; after talking to the company, Gwern retracted his objections and says he finds their claim “pretty plausible”. Local ACX commenter geneticist Gene Smith also redid some calculations, changed his mind, and says “probably pretty realistic”. I find this interesting not just because of the polygenic selection angle, but because if Heliospect is right then their predictor is able to predict more genetic IQ than the “missing heritability” people believe exists, and it should be able to put this argument to bed once and for all. 53: This month in censorship: X/Twitter banned journalist Ken Klippenstein for sharing the Trump campaign’s dossier on JD Vance. Twitter’s side of the story is that the dossier was probably originally stolen by Iranian agents and they don’t want to support that kind of thing by letting people signal-boost the illicitly obtained goods; you can read Klippenstein’s side here. He appears to be unbanned now.
Inline links: Gwern on the chip embargo, Cosm, The Ottoman Origins Of Modernity, sent them the wrong forms and gave them false advice about the process, added a state referendum to the ballot containing only the text “Jill Stein”., Nostalgebraist, Podcast Hosts Discover They’re AI, Not Human, And Spiral Into Existential Meltdown, The Case For Chain Of Thought Unfaithfulness Is Overstated, isn’t always accurate, considers making doxxing a crime, is now free, Hypercomputation without bothering the cactus people, developed, https://substackcdn.com/image/fetch/$s_!FcOr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbee8dfa6-4d7b-41c9-972a-5fbaa792b9ec_3566x2888.png, https://substackcdn.com/image/fetch/$s_!x34r!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F413f5fc2-2391-4734-904f-8401dd968488_1024x1024.png, one of my older posts, reports, note, @justin_garson, https://substackcdn.com/image/fetch/$s_!EF4p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b7af4c0-ac0f-4c9a-88bc-6c00e57ca977_479x639.jpeg, https://x.com/albrgr/status/1844527064956928009, won a Nobel Prize, Rich Kid Memes And The Online Culture Of The One Percent, Tap Water Sommelier, Experiment from Colombia, experience didn’t matter, teacher intelligence did, Large scale-formal Intellectual Turing Test, you can see if you can do better here, religion, vegetarianism, polyamory, WoolyAI, https://substackcdn.com/image/fetch/$s_!4FRI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F558ad67a-bfca-469e-abd8-2edc7c8b888a_590x916.png, if you Google “cool websites”, r/slatestarcodex, who works at the intersection of computer science and Talmud, Jerusalem Area House Party, says it’s a myth, Adderall decreases all-cause mortality in ADHD, some crazy mosques, https://substackcdn.com/image/fetch/$s_!2W0c!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc2be0549-aa2b-411d-b6a6-da50c34f7f86_1000x572.jpeg, Italy bans surrogacy, Italy’s tax code effectively bans startups?, Related, https://substackcdn.com/image/fetch/$s_!T3h-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F08b011b3-ef20-42e5-91b2-33946b8ca7b6_1761x1355.jpeg, @cremieuxrecuel, responding to my critique of the cultural Christianity argument, My post, is finally going for, Trust Assembly, has an English-language Twitter account, has a new lab, wants to work on Alzheimers, and seems pretty based, not infinitely based, https://substackcdn.com/image/fetch/$s_!fY_K!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b3b61c8-6c48-4eb7-9608-426b738ab9c8_592x111.png, which can use your computer, Claim, Ems Dispatch, The first use of artificial insemination in humans, administers several personality tests to the same people, https://substackcdn.com/image/fetch/$s_!epEc!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47c474c6-d68a-41e4-954e-d24cd00ec040_740x388.webp, Whither Tartaria, a well-researched article showing, in a new article he demolishes a different theory, When Hamilton Lost Its Snob Appeal, Why are people such jerks to public intellectuals?, more, Some prominent Substack psychiatrists doing a video Q&A, submit your questions here, Naomi Kanakia, No, Intelligence Is Not Like Height, Family-GWAS Reveals Effects Of Environment And Mating On Genetic Associations, Howe 2022, a more specific post where he responds to Gusev’s points one by one, argues that the usual method of attacking twin studies is obsolete, goes into more depth about one of those ways, The Guardian spied on them and nonconsensually revealed their existence, discussion, previously argued, the pioneering analysis of this technology, Gwern retracted his objections, says, polygenic selection, banned journalist Ken Klippenstein, you can read Klippenstein’s side here., appears to be unbanned now
Mantic Monday: Judgment Day
November 05, 2024 · Original source
If Trump wins, will China invade Taiwan?
If Harris wins, will China invade Taiwan?
China more likely to invade Taiwan under Trump (25%) than Harris (17%), and Harris is more likely to fight back (75%) than Trump (54%).
H5N1: Much More Than You Wanted To Know
January 01, 2025 · Original source
<1% chance it’s more than 100x as bad (unprecedented) If you multiply the 5% chance of an H5N1 pandemic per year by the 7% chance of severity ≥ Spanish Flu, you get an 0.35% chance of a Spanish Flu level pandemic this year - one in three hundred. That’s a little higher than base rates - the last pandemic as bad as Spanish flu was smallpox hitting the Indians circa 1500. If we don’t count that one (where would our conquistador equivalents come from?), then the last equally bad pandemic was the Black Death in the 1300s. So we seem to get that level of pandemic once every 500 - 1000 years; a 1/300 chance suggests a 2-3x elevated risk. The Spanish Flu killed about 50 million people. A second Spanish flu could kill more people (because the population is higher), or fewer people (because medical care is better). If we assume those two cancel out, and that a second Spanish flu’s death toll would also be 50 million, then a 1/300 chance of 50 million deaths = 166,666 deaths. In some weird probabilistic expected utility way, about as many people will probably die of H5N1 next year as died in the past year of the Ukraine War. You will have to decide whether this is a reasonable way to allocate mental real estate to different catastrophes. Other Considerations Even if H5N1 doesn’t go pandemic in humans for a while, it is already pandemic in many birds including chickens, getting there in cows, and possibly gearing up to get there in pigs. This will have economic repercussions for farmers and meat-eaters. The CDC and various other epidemiological groups have raised the alarm about drinking raw milk while H5N1 is epidemic in cows. There is an obvious biological pathway by which the virus could get into raw milk and be dangerous, but I haven’t seen anyone quantify the risk level. Epidemiologists hate raw milk, think there is never any reason to drink it, and will announce that risks > benefits if the risk is greater than zero. I don’t know if the risk level is at a point where people who like raw milk should avoid it. Everyone says that pasteurized milk (all normal milk; your milk is pasteurized unless you get it from special hippie stores) is safe. There are already H5N1 vaccines for both chickens and humans; pharma companies are working hard on cows. First World governments have been stockpiling human vaccines just in case, but have so far accumulated enough for only a few percent of the population. If H5N1 goes pandemic, it will probably be because it mutated or reassorted, and current vaccines may not work against the new pandemic strain. Some people have suggestions for how to prepare for a possible pandemic, but none of them are very surprising: stockpile medications, stockpile vaccines, stockpile protective equipment. The only one that got so much as a “huh” out of me was Institute for Progress’ suggestion to buy out mink farms. Minks are even worse than pigs in their tendency to get infected with lots of different animal and human viruses; they are exceptionally likely to be a source of new zoonotic pandemics. Mink are farmed for their fur, but there aren’t as many New York City heiresses wearing mink coats as there used to be, and the entire US mink industry only makes $80 million/year. We probably lose more than $80 million/year in expectation from mink-related pandemics, so maybe we should just shut them down, the same way we tell the Chinese to shut down wet markets in bat-infested areas. ACX grantee One Day Sooner is trying to help the FDA get more resources for Operation Warp Speed style pushes that could expedite approval of pandemic-related vaccines. ACX grantee Duncan Purvis is trying to improve existing influenza vaccines in ways that could make them more effective. ACX grantee Blueprint Biosecurity is working on pan-viral suppression techniques. Conclusions / Predictions All discussed earlier in the piece, but putting them here for easy reference - see above for justifications and qualifications. H5N1 is already pandemic in birds and cows and will likely continue to increase the price of meat and milk.
Inline links: raised the alarm, H5N1 vaccines, buy out mink farms, exceptionally likely, is trying to help the FDA get more resources, is trying to improve existing influenza vaccines, is working on pan-viral suppression techniques
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
It's Still Easier To Imagine The End Of The World Than The End Of Capitalism
January 02, 2025 · Original source
Finally, modern democracies pursue redistribution (and are otherwise responsive to non-elite concerns) partly out of geopolitical self interest. Under capitalism (as opposed to eg feudalism), national power depends on a strong economy, and a strong economy benefits from educated, globally-mobile, and substantially autonomous bourgeoisie and workforce. Once these people have enough power, they demand democracy, and once they have democracy, they demand a share of the pie; it’s hard to be a rich First World country without also being a liberal democracy (China is trying hard, but hasn’t quite succeeded, and even their limited success depends on things like America not opening its borders to Chinese skilled labor). Cheap AI labor (including entrepreneurial labor) removes a major force pushing countries to operate for the good of their citizens (though even without this force, we might expect legacy democracies to continue at least for a while). So we might expect the future to have less redistribution than the present.
Links For January 2025
January 17, 2025 · Original source
I agree with this solution. 3: Ruxandra Teslo and Willy Chertman: The Case For Clinical Trial Abundance 4: This month in nominative determinism: NYT article calculating your chance of winning the lottery, by Victor Mather (h/t Yafah Edelman). 5: Someone is working on a dating site that uses your conversations with Claude to find a match. Link here, although so far it’s just a landing page where you can register interest (h/t @venturetwins) 6: The Lyttle Lytton Contest searches for the worst possible opening line for a novel; it’s been going on since 2001 and this year’s results are in. 7: Gary Marcus and Miles Brundage have made a bet about AI progress. I agree with @tamaybes and others in saying that Miles let Gary off too easily; Gary’s public statements all sound like “modern AI is mostly hype, it doesn’t really do anything like thinking”, but the bet is about things like “will AI make a Nobel Prize caliber scientific discovery by 2027?” and “will AI write Pulitzer-quality books by 2027?” I don’t blame Gary for taking the best terms he could find. But I am worried that if AI makes a Nobel-quality scientific discovery in 2026, but doesn’t quite write the Pulitzer-quality book, then Gary will get to claim victory over the AI optimists, whereas in fact that would be at probably the 95th percentile of fast timelines by most people’s estimate. 8: “The probability that cows (or other non-human animals) are experiencing constant bliss, lack tanha (craving, aversion, and the resulting suffering), or are "enlightened by default" is, by my estimation, very low”. 9: Recursive Adaptation (blog on addiction policy)’s predictions for 2025. 75% of FDA approval of GLP-1 for a substance use disorder by 2029! 10: In my post on the economics of GLP-1 receptor agonists (eg Ozempic), I wrote about how they’re currently widely available because of a loophole suspending patents during a shortage, and predicted there would be a big fight when the shortage was over. Sure enough, the FDA tried to declare that the shortage of tirzepatide (a next-generation Ozempic relative) was over, compounding pharmacies sued, and tirzepatide is still available while the issue goes through the courts (and will the administration have an opinion?) Also, compounding pharmacy access startup Mochi says that they will continue to prescribe even if the shortage is over, using another loophole saying doctors can do this for specific individual patients in cases of medical necessity. This is an extremely fake use of this loophole, but will the government be willing to call their bluff? 11: Jacob Falkovich has a blog on dating advice, which he plans to turn into a book of dating advice. I can’t really comment on the accuracy (my dating strategy tends to look more like waiting for women to send me emails saying “I like your blog, would you like to go on a date?” which probably doesn’t generalize), but I’ve had many good interactions with Jake, and he has a beautiful family which means he must be doing something right. Also, Jake is poly, and I sometimes wonder if poly people are the only ones qualified to give dating advice: if you’re monogamous, you either met your future spouse quickly (in which case you have no experience), dated for years without meeting your spouse (in which case you can’t be very good), or aren’t looking for a committed relationship at all (which is just pickup artistry, and follows very different dynamics). Poly people are the only ones who can break out of this trilemma! 12: Christ And Counterfactuals is a blog on effective altruism from a Christian perspective. Some previous attempts at this have felt kind of forced, but the first post I read here was actually pretty interesting. Richard Swinburne (apparently “the world’s best Christian philosopher”), thinks that: “[One] reason why it is good that the human race should sometimes be in an initial situation of considerable ignorance about the causes and effects of our actions, is this. If God abolished the need for rational inquiry and gave us from childhood strong true beliefs about the causes of things, that would make it too easy for us to make moral decisions. As things are in the actual world, most moral decisions are decisions taken in uncertainty about the consequences of our actions. I do not know for certain that if I smoke, I will get cancer; or that if I do not give money to some charity, people will starve. So we have to make our moral decisions on the basis of how probable it is that our actions will have various outcomes—how probable it is that I will get cancer if I continue to smoke (when I would not otherwise get cancer), or that someone will starve if I do not give. Since probabilities are so hard to assess, it is all too easy to persuade yourself that it is worth taking the chance that no harm will result from the less demanding decision (the decision which you have a strong desire to make). And even if you face up to a correct assessment of the probabilities, true dedication to the good is shown by doing the act which, although it is probably the best action, may have no good consequences at all.” (Could a Good God Permit so Much Suffering? A Debate, pp. 52-53.) This is pretty galaxy-brained, but something galaxy-brained must be going on for God to tolerate the existence of evil at all, and this is a surprisingly natural extension of some common premises on the subject. 13: Swedish study: diagnosing the marginal patient with a psychiatric condition makes their life worse. Of the two mechanisms they looked at, stigma seems more involved than drug side effects. My opinion: this study was done on conscripts undergoing a mandatory psych evaluation for the army, who had no previous reason to think they had a psych disease and had not sought treatment. This is a different situation from somebody who comes to a psychiatrist asking for relief from specific symptoms they have noticed. Also, Sweden c. 2005 is a different culture from America 2025 in terms of how much stigma a psych diagnosis carries. I think it’s possible that if you never considered that you had psychiatric problems, and were suddenly given a diagnosis in 2005 Sweden and told you couldn’t serve in the army, that’s likely to destabilize your self-image more than a person who knows they’re depressed going to a psychiatrist in 2025 US and getting antidepressants. 14: RIP Felix Hill, research scientist at DeepMind and mentor to many in the AI community. You can read his suicide note here, though the obvious content warning applies. He says he took ketamine for mild anxiety and it plunged him into an incredibly deep depression that he couldn’t get out of; he leaves his story behind as a warning for others. I appreciate his warning, but I wish he had said more about what dose he used; different people’s ketamine doses vary by almost two orders of magnitude, I’d previously thought that the low doses were pretty safe and the high doses were sketchy, and I would like to know whether I should update or not. 15: RIP Max Chiswick, professional poker player, effective altruist, and ACX reader. 16: Adrian Dittman, a Twitter account widely accused of being Elon Musk’s alt, has been revealed to be . . . a guy named Adrian Dittman. Congrats to Maia Crimew and the Spectator for actually investigating this, unlike many other news sources which spread the Musk conspiracy theory. Also, the people involved got banned from X for some reason, maybe because this qualified as doxxing Dittman. 17: Related: Musk claims to be among the top players in the world at several computer games. A veteran Path of Exile gamer presents evidence that Musk faked his PoE2 accomplishments by hiring a Chinese guy to play on his account. Some Musk supporters in the comments suggest that maybe he hires the Chinese guy to level up his account, but his accomplishments (eg speedruns) are still his own? 18: Related: Sam Harris says he has been friends with Musk since 2008, but he noticed a sudden shift for the worse in his personality around 2020 which made it impossible to stay friends with him. He gives the example of Musk losing a bet with him that there would be 35,000+ COVID cases in the US, refusing to pay up, and launching personal attacks on Sam when asked to do so. What happened? Some theories: Musk turned right-wing, which ended his friendship with Sam for the same reason political differences have always ended friendships (but then what about the bet, which seems like objectively bad behavior?)
Inline links: this, The Case For Clinical Trial Abundance, NYT article calculating your chance of winning the lottery, here, @venturetwins, this year’s results are in, Gary Marcus and Miles Brundage have made a bet about AI progress, @tamaybes, by my estimation, Recursive Adaptation, my post on, the FDA tried to declare, will continue to prescribe, a blog on dating advice, Christ And Counterfactuals, the first post I read here, diagnosing the marginal patient with a psychiatric condition makes their life worse, RIP, here, RIP, a guy named Adrian Dittman, got banned from X for some reason, presents evidence
34: Why does China, an advanced economy, have the tap water issues that we associate with developing countries? Maybe because Chinese people near-universally believe that drinking cold water makes you sick, so they all boil their water anyway, so there’s no incentive to have water that’s safe to drink without boiling. I notice there are many things like “Chinese think drinking cold water will make you sick” and “Koreans think you’ll die if you leave the fan on overnight” - is there any health belief that foreign countries make fun of Americans for? (I’m not looking for conspiracy theories about vaccines, more like something we all take for granted).
Inline links: Maybe because
After seeing a basketball game for the first time, [Chinese warlord Zhang Zongchang] allegedly asked "Why the hell are they fighting over a single ball? We're the hosts. Are we seriously this poor?" He ordered all the players be given a basketball.
Open Thread 366
January 27, 2025 · Original source
1: I’m working as a media/writing consultant for an AI forecasting project, and we’re looking for leads on a mainstream news outlet (eg NYT, WaPo) and a policy/defense/intelligence/foreign affairs journal/magazine who would be willing to let us pitch you an article on the future of AI. The main author would be an ex-OpenAI researcher previously profiled in major publications (eg NYT), who is running a big forecasting project and wants to do a media push around the time they release their results. The forecast is shaping up to be “superintelligence by 2028” - but if your target audience isn’t into that, they also have plenty of predictions and recommendations about normal stuff like China, arms races, chips, etc in the 2025 - 2027 period that they think the policy community might want to know about. Send me an email at scott@slatestarcodex.com if you’re interested or know someone who might be.
25
February 03, 2025 · Original source
So how are they going to do this? Bhutan’s usual strategy is to play off neighbors India and China against each other, seeing which of them will give it more money in exchange for its friendship. Some American investors also seem interested. But it’s not even clear what industries would be involved - proposals include agribusiness, hydroelectric power, and - the last refuge of every desperate poor country - cryptocurrency (you can see some extremely meaningless PR statements about industry involvement here)
Inline links: here
Links For February 2025
February 27, 2025 · Original source
The graph suggests that all AIs are pretty good, except that Chinese models refuse to criticize China and Claude 3.5 refuses to criticize anyone (though Claude 3.7, not pictured, is much better and “moved from one of the least compliant models to one of the most compliant models…fantastic job, Anthropic”).
I’m not sure I take the US/China comparison exactly at face value, because I think Chinese free speech issues are closer to “can you criticize the government” and US free speech issues are more like “can you criticize certain ideological positions which play various roles in propping up the establishment?”, and this benchmark (question set here) is more focused on criticizing the government. But the shift from Claude 3.5 to Claude 3.7 at least suggests that it’s tracking something real and possible to improve at.
Inline links: here
PEPFAR advances American interests: the program is popular, appreciated, widely known, and helps us compete with China, prevent terrorism, and win allies in Africa and beyond.
More Drowning Children
March 21, 2025 · Original source
You’re a surgeon, using a telepresence robot to operate on someone in China. In the middle of the operation, a medical student watching in the Chinese side starts choking. He is the only other person in the room (besides your patient, who is unconscious), so nobody else can help him. Your robot can do the Heimlich Maneuver and save their life, but it would delay the surgery five minutes while you readjusted the settings afterwards, which would make you late for lunch. Should you save them?
Here it seems obvious that you should save them, even though they’re all the way in China.
Is the problem that “you” are sort of “in” China via your robot, even if not physically? Here’s another example:
The Colors Of Her Coat
April 01, 2025 · Original source
My lack of appreciation for ultramarine dye is of the same kind as my lack of appreciation for not dying of cholera. Or for coffee - an ordinary latte might blend beans from Ethiopia, Ghana, and Suriname with sugar from Brazil and vanilla from a rare orchid found only in Madagascar; by now, it’s so unbearably boring that you can find dozens of Reddit threads asking how to spruce it up, make it feel new again. We gripe about how LLMs are destroying wonder, never thinking about how we’re speaking to an alien intelligence made by etching strange sigils on a tiny glass wafer on a mountainous jungle island off the coast of China, then converting every book ever written into electricity and blasting them through the sigils at near-light-speed. It’s all amazing, and we’re bored to death of all of it.
Inline links: dozens of Reddit threads
Introducing AI 2027
April 03, 2025 · Original source
Okay, not literally all. The US restricted chip exports to China in late 2022, not mid-2024. AI first beat humans at Diplomacy in late 2022, not 2025. A rise in AI-generated propaganda failed to materialize. And of course the mid-2025 to 2026 period remains to be seen. But to put its errors in context, Daniel’s document was written two years before ChatGPT existed. Nobody except researchers and a few hobbyists had ever talked to an AI. In fact, talking to AI was a misnomer. There was no way to make them continue the conversation; they would free associate based on your prompt, maybe turning it into a paragraph-length short story. If you pulled out all the stops, you could make an AI add single digit numbers and get the right answer more than 50% of the time. Yet if you read Daniel’s blog post without checking the publication date, you could be forgiven for thinking it was a somewhat garbled but basically reasonable history of the last four years.
The summary: we think that 2025 and 2026 will see gradually improving AI agents. In 2027, coding agents will finally be good enough to substantially boost AI R&D itself, causing an intelligence explosion that plows through the human level sometime in mid-2027 and reaches superintelligence by early 2028. The US government wakes up in early 2027, potentially after seeing the potential for AI to be a decisive strategic advantage in cyberwarfare, and starts pulling AI companies into its orbit - not fully nationalizing them, but pushing them into more of a defense-contractor-like relationship. China wakes up around the same time, steals the weights of the leading American AI, and maintains near-parity. There is an arms race which motivates both countries to cut corners on safety and pursue full automation over public objections; this goes blindingly fast and most of the economy is automated by ~2029. If AI is misaligned, it could move against humans as early as 2030 (ie after it’s automated enough of the economy to survive without us). If it gets aligned successfully, then by default power concentrates in a double-digit number of tech oligarchs and US executive branch members; this group is too divided to be crushingly dictatorial, but its reign could still fairly be described as technofeudalism. Humanity starts colonizing space at the very end of the 2020s / early 2030s.
My Takeaways From AI 2027
April 08, 2025 · Original source
If AI masters cyberwarfare, there will be intense pressure for government to step in. That’s bad for open-source (it’ll be restricted unless they find some way to guarantee the models can’t be trained to hack), bad for the people who want to pause AI (we can’t let China’s army of auto-hackers get ahead of ours!) and ambiguous for the AI companies (we don’t predict they’ll get fully nationalized, but they’ll end up in the same bucket as uranium miners, Middle Eastern fertilizer factories, etc). But it’s good for biosafety; governments will have to confront tough security questions around AI when they first master hacking; by the time they master bioweapon production, some sort of regulatory framework may already be in place. The scenario is agnostic about whether some early bioterrorist could get lucky and get a small boost from a marginal model. But it doesn’t expect them to have easy access to true superintelligence.
If everybody realizes this ahead of time, and America is on track to get superintelligence three months before China, then there may be a period where China considers whether to lie down and die, versus do something dramatic (kinetic strikes on US data centers?) In a best-case scenario, this provides an opportunity for a deal, maybe enshrining an peaceful international AI effort. You can decide how likely you think that one is.
We predict they get the government support - if China is also approaching superintelligence, and the difference between full superintelligent automation and half-hearted superintelligent automation is a GDP growth rate of 25% vs. 50% per year, then delaying more than a year or so is slow-motion national suicide. But also, persuasion and politics are trainable skills - if superintelligences are better than humans at all trainable skills, we expect them to generally get what they want.
Highlights From The Comments On POSIWID
April 15, 2025 · Original source
Investors bid up the price of houses for complicated non-market reasons (e.g. Chinese people looking for assets to store wealth outside of China), then don’t rent them out.
Homeowners want to preserve or increase the value of their houses. Of these, I think 6 is one of the less important ones - if this were the dominating factor, people would support upzoning, since it usually raises the value of properties in the upzone (if developers can build skyscrapers on your land, then your land value goes up relative to the profitability of skyscrapers). But part of the problem is that people don’t support upzoning. So 6 can’t be the dominating factor. Without POSIWID, people could think about all of these possibilities and come to their own conclusions. POSIWID tries to ban thinking about 1-5 by fiat, insisting that 6 is the only possible explanation and anyone considering the others is naive. I think this makes it a bad heuristic. But there are two more concerning things about how Negating is using POSIWID. First, he’s picking out one particularly salient thing the system does (raise house prices) and claim that’s “the” purpose. He could equally well pick any of the other results - preserve neighborhood character, protect the environment, help Chinese people escape currency controls. Like I said in the original post, in practice POSIWID serves as justification for paranoia - whatever effect you like least, whatever possibility would be most sinister - that’s the one that the system is intentionally aiming for. Second, he’s saying it’s the purpose of “the” system. Which system? I bet whatever government he’s talking about has some organization called the Affordable Housing Bureau, or whatever. And I bet that the Affordable Housing Bureau really does make housing slightly more affordable, relative to the counterfactual where it doesn’t exist. It’s just that lots of other government, market, and social forces conspire to make it much less affordable. If Negating were to claim “The purpose of the Affordable Housing Bureau is to make housing less affordable”, this would be false even if the overall picture (the government is deliberately raising real estate prices) were true. Brad writes: I have to toss in Pournelle's Iron Law. The purpose of a system - when it is first established - may be dramatically different from the purpose it assumes after a few years. Consider: You establish a system to solve a problem. That could be homelessness, or asylum, or drug abuse, or any of a number of other things. This system employs people, who then have an automatic interest - not in solving the problem - but in prolonging it, even in making it worse. After all, without the problem, the organization would not need to exist. And hwold writes: I see it used as "if you have a complex system/bureaucracy to solve X, then the incentives inside it is for X to get worse, and incentives will not have 0 influence on outcomes" For example : https://x.com/Devon_Eriksen_/status/1906042672499864034 I think this sounds profound on first glance, and it’s probably true in some cases. But it’s not nearly true enough to be an Iron Law. Try to think about it in specific Near Mode cases: If you eliminated police, would crime go down, because the police have an incentive to preserve crime? If you eliminated the fire department, would fires go down, because the fire department has an incentive to preserve fire? If you eliminated doctors, would cancer deaths go down, because doctors have an incentive to preserve cancer deaths? If you eliminated the FDA, would dangerous drug side effects go down, because the FDA has an incentive to preserve dangerous drug side effects? If you eliminated the Federal Reserve, would bank runs go down, because the Federal Reserve has an incentive to preserve bank runs? Brad’s original comment mentions homelessness and drug abuse, but I know some drug abuse doctors, and they’re (mostly) good people who do their best in a tough situation. Drug abuse doesn’t continue because drug abuse doctors are secretly ensuring it continues to help their bottom line. Drug abuse continues because fentanyl is really, really addictive. Even good conspiracy theories don’t work like this. Was there a conspiracy among pain pill manufacturers to addict people? Yeah, kinda, although I think the degree to which this caused the opioid crisis is pretty overblown. But the pain pill manufacturers weren’t a system dedicated to preventing addiction. They did their job (reduce pain) fine, then ran an unrelated evil conspiracy on the side! Breb writes: This way of thinking may result from taking a strategy for predicting the motives of individuals, and using it to predict the motives of organisations. "Cui bono?" works when you're considering a single action carried out by a single person at a single moment in time, but it doesn't really work when you're considering the behaviour of hundreds of people who are incentivised to somewhat-but-not-perfectly cooperate over a long period to somewhat-but-not-perfectly implement a goal that was established by someone who somewhat-but-not-perfectly understands that that goal is just an instrument to attain a larger, more complex goal set by somebody else. I’m against this for individuals too! There are a million self-help gurus who try to convince you that that if you procrastinate - let’s say you always do term papers the night before and get terrible grades and it’s threatening your ability to complete college - then it must be because this secretly benefits you in some way. Maybe your overly-strict father wants you to complete college, and you’re deliberately trying to fail as a secret act of rebellion against him hidden even from yourself. Although something like this might sometimes be true, more often a clearer understanding of the circuitry involved (in this case, hyperbolic discounting) saves you from these labyrinths and lets you think about things straightforwardly again. Tom J writes: In the original Stafford Beer sense, the slogan POSIWID means that you can't tell from outside the system whether any given behaviour was *intended* or not. For the purposes of objective analysis, you have to treat your system as a black box that *does* whatever it's observed to do, as opposed to what people *claim* the point of the system is. This may be true in cybernetics. Or it may be an interesting methodological commitment, in the same way that the behaviorists’ “assume there is no such thing as human interiority” was an interesting methodological commitment. But I don’t think it’s common or valuable in normal-life analysis of social systems. When Biden bans NVIDIA from sending advanced chips to China, black box analysis would have to be ambivalent between explanations like: Biden personally hates Jensen Huang and wants his company to suffer
Inline links: writes, writes, https://x.com/Devon_Eriksen_/status/1906042672499864034, writes, hyperbolic discounting, writes
Biden wants to slow down Chinese AI.
Links For April 2025
April 22, 2025 · Original source
14: Did you know that China has mostly solved the problem of smog in Beijing? (X)
Inline links: China has mostly solved the problem of smog in Beijing
Highlights From The Comments On AI Geoguessr
May 08, 2025 · Original source
o3 got it right: this is Tianducheng, China.
Inline links: Tianducheng, China
ACX Grants 1-3 Year Updates
June 18, 2025 · Original source
Codebuff, an AI coding startup I probably can’t take full credit for all of this just from giving them $20K in seed funding, but I continue to appreciate everything they do for this community and the world. 35: Further S’s Political Career This person didn’t win their election, but has since pivoted to AI safety and works in a well-regarded AI policy think tank. 36: Seeds Of Science, A Journal Of Non-Traditional Research No update received, but this was a public journal and it is easy to follow their work, see their website and Substack. They published two dozen articles of widely varying quality through 2023 and 2024, then closed in 2025. A remnant of the original vision survives as a science blogging aggregator. This was about my median expectation for this grant, but it was very inexpensive and I decided to take a chance on it anyway. 37: Good Science Project, Working To Improve Federal Science Funding No update received, but they have a public Substack discussing their progress. Their proposals for NIH reform have influenced Congress and made government agencies pay more attention to scientific integrity. 38: Advising Developing Countries On How To Grow Their Economies With our initial ACX grant, we piloted the Growth Teams model in Rwanda, helping the government jumpstart the export-oriented call center (BPO) industry. Since 2022, that effort has contributed to the creation of 2,000 formal jobs and the emergence of some of the country’s largest private employers. We’ve since expanded to Tanzania, Malawi, and the Indian states of Goa and Meghalaya. To refocus the global development discourse on broad-based economic growth, we co-organized the Growth Summit with the Center for Global Development and the Charter Cities Institute, and have published articles in leading outlets including Stanford Social Innovation Review, ProMarket, and the Global Prosperity Institute. Our work has attracted support from Open Philanthropy, Schmidt Futures, and Mulago Foundation, and our advisors now include economists Lant Pritchett, Stefan Dercon, and Kunal Sen. 39: Help Luca De Leo Get Started In AI Safety Research No update received, but Luca now runs the AI safety group at the University of Buenos Aires, Argentina. 40: Typist For Saharon Shelah This was another ACXG+ Grant, funded by an anonymous outside funder and not listed in the original announcement. Saharon is a prolific and influential Israeli mathematician, but many of his discoveries are hand-written in an unpublishable format. This grant funded a typist to help make his results suitable for publication. According to this page, they have made over fifty new papers and preprints available. Second Cohort: One Year Updates 41: Lead-Acid Battery Recycling In Nigeria The Nigeria field research was a major success. We spent most of September doing field research in multiple major cities in Nigeria, and got a good sense of the used lead-acid battery supply chain. This field research served as the foundation for expanding our project, and has been very impactful in shaping our ongoing research. We published our findings from Nigeria, which were shared with Nigerian government regulators and global NGOs working on lead poisoning. The grant also gave us the on-the-ground experience we needed to both fully understand and credibly engage with groups, both in Nigeria and globally, on the ULAB issue. In the meantime, beyond continued research, we’ve also launched a dashboard (trade.leadbatteries.org) for analyzing global lead trade data. Right now, we’re: Launching two studies (one RCT, one environmental analysis) in Nigeria in collaboration with local universities to develop a more rigorous understanding of lead pollution due to low-standard ULAB recycling in Nigeria Collaborating with a non-profit incubator to launch an NGO focused on demand-side solutions Beginning a partnership with a West African environmental regulator to scale cheap air monitoring technology to quickly identify and reduce lead pollution from low-standard smelting If any of this sounds interesting to you, please sign up for our Substack (leadbatteries.substack.com) or send us an email at hugosmith@uchicago.edu! 42: Compensation For Kidney Donors The End Kidney Deaths Act (H.R. 2687 / EKDA) is a groundbreaking ten-year pilot program designed to save lives and reduce healthcare costs. It provides a refundable tax credit of $10,000 per year for five years, a total of $50,000, to living kidney donors who donate to a stranger, helping those who’ve waited the longest on the transplant list. Between 2010 and 2021, 100,000 Americans died while qualified and waiting for a kidney. The EKDA aims to change that trajectory. Within ten years of its passage, up to 100,000 Americans could receive a life-saving living donor kidney which typically lasts twice as long as a deceased donor kidney. This would not only save lives but also save taxpayers up to $37 billion. The legislation has been reintroduced in the House, and we have a committed Republican Senate lead. Now, we need a Democratic Senator to co-lead and help move this bipartisan effort forward. Time is short, and we are racing to pass the bill this Congressional session. 36 organizations already support the EKDA. Join the movement and help end preventable kidney deaths. Visit EndKidneyDeaths.org to help us get to the finish line. Elaine and her org have been working extremely hard on this; you can read a Vox article on their campaign here. If you want to sign up for her email list and get updates any time there is a representative you can contact or meeting you can join in, go here. 43: Genetic Hack To Prevent Suffering In the estimate of multiple team members, the ACX grant was “worth it” - it likely had a counterfactual net positive impact, even though we had to pivot from our initial fast-track plans for developing the precision anti-suffering therapy. We identify three primary streams of value: a) reducing uncertainty in the emerging field through early exploratory research, helping with the identification of dead ends and promising R&D trajectories; b) a wide range of downstream effects (beyond the “raising awareness” cliché), including talent mobilization and rekindled interest in suffering abolitionism as a distinct cause area; and c) certain developments that cannot yet be publicly disclosed. In December 2024, Marcin Kowrygo (Acting CEO & volunteering contributor), David Pearce (Director of Bioethics), Aatu Koskensilta (President), and a few other team members decided to leave The Far Out Initiative. They look forward to collaborating and applying their experience to advance the suffering abolitionist lineage in the spirit of open science, public good, and thoughtfully decentralized governance. Feel free to reach out to us at suffab at protonmail dot com to discuss collaboration opportunities! I wrote a post profiling the Far Out Initiative here. Unfortunately there were some internal disagreements, and the people ACX Grants was closest to left the organization. I plan to continue to monitor whatever they do next. 44: Advocate For Pandemic Response Team At FDA This team prefers has asked me not to discuss their progress publicly, but you can probably guess what their lives are like right now, and your guess would be correct. 45: Anti-Mosquito Drones We developed a cheap sonar that is able to detect, track and classify the ultrasonic echoes of mosquito wings at more than three meters. I believe it’s a world first! We also have control algorithms that take the sonar data and output control commands that both ram into mosquitoes and avoid the walls of a simulated environment. Our current work is on integrating both components on a real drone, and we expect to be able to kill mosquitoes by June. We’ve also made an internal impact study (napkin-sized) that shows we’ll be more cost-effective than ITNs in urban to periurban environments. So, we’re super excited with what comes next and can’t wait to share the videos of our first interceptions! More information [in the video below] and on our website, https://tornyol.com 46: Tarbell Fellowship For AI Journalism No update received, but they have a public website. I can’t find the Voices program in particular, but the overall fellowship completed their first class of seven fellows and is working on their second. 47: Germicidal UV Lamp Study The research has successfully demonstrated the ability of off the shelf ozone scrubbers to mitigate the ozone production of far-UVC lamps, is now available as a preprint (https://chemrxiv.org/engage/chemrxiv/article-details/67e4cde76dde43c9084d88b7). The paper has been submitted for publication and is currently undergoing peer review. Any ideas you have for potential funders we can approach to help execute our six-year plan to accelerate far-UVC would be appreciated https://blueprintbiosecurity.org/introducing-project-air/ 48: Technological Solutions To Animal Welfare Challenges Directly because of Innovate Animal Ag's work, the first U.S. egg producer publicly announced in the New York Times their adoption of in-ovo sexing technology, eliminating the need to cull day-old male chicks. The initial in-ovo sexing machine began operating in the U.S. at the end of 2024, with the first eggs from these hens expected on shelves in mid-2025. External evaluations estimate our work accelerated U.S. adoption of this technology by over seven years, meaning that once fully implemented, more than 2 billion chicks will have been spared. In addition to continuing to support the rollout of in-ovo sexing in the US and globally, we're now exploring other technologies and paths to impact. Current promising projects include developing humane slaughter methods for fish and advocating for USDA approval of a poultry vaccine against bird flu. They add: If you ever meet folks that are interested animal welfare and are partial to more technocratic and practical solutions, please continue to pass them our way, or connect them directly to me. 49: Assurance Contract Website www.Spartacus.app is an ACX grantee that created a platform to help solve coordination and collective action problems. It enables the creation of campaigns that build critical mass through conditional commitments, which only activate when a sufficient number of people join, converting risk and uncertainty into a higher probability of successful outcomes. They are currently facilitating several projects that leverage conditional commitments, including a dominant assurance contract interface for fashion pop-ups, accelerating a community business association's membership drive, and helping an AI safety organization organize petitions and events, among others. They have pivoted from an emphasis on high-stakes coordination problems requiring anonymity (because they occur too infrequently) to a broader range of more common use cases and have successfully run small-scale campaigns, but are still working toward product-market fit. Despite resource constraints and split time commitments that have impeded faster progress, they remain dedicated to the project's growth and success. You can follow its progress on X or Substack, or email Jordan directly here. 50: Cause Prioritization @ Center For Exploratory Altruism Research Moderately good progress on a salt reduction policy advocacy project we funded; informal commitments have been made by the Ministry of Health, and we're awaiting the publication of a formal administrative order. The official description sounds maximally generic, but this is an EA charity with a broad mandate whose current thesis is that dietary guidelines in developing countries can have outsized effects in saving lives. They’re making some progress on a salt reduction campaign in a developing country they prefer not to name publicly. 51: Mark Webb Studying Land Reform The purpose of this project was to identify specific farmland that could be acquired and transferred to the farmers already working the land. This has been difficult to achieve. I have been able to connect with other charities and landless farmers, and was able to interview a number of people about what their situation looks like, as well as what it would look like to them personally if they owned, rather than rented, their farmland. All this was immensely helpful in pushing this long-term project forward, even if I was unable to identify a specific plot of land that could be used to try the experiment. I intend to continue this project. If you have any insights or connections, I am interested. 52: More AI Advocacy In Australia Good Ancestors is focused on AI safety policy in Australia. Middle powers might be a useful path to influence as the US and China focus on racing, rather than safety. The ACX grant helped us give testimony about AI safety to the Australian Senate alongside Google, Microsoft and Facebook (We were the only nonprofit to give oral evidence to the inquiry. We also engaged government on other AI-related issues, including cybersecurity, biosecurity, consumer law and automated decision making (https://www.goodancestors.org.au/ai-safety). We’re currently working to inform voters about where parties stand on AI safety for the election, ahead of engaging on a likely Australian AI Act in 2025 (https://www.australiansforaisafety.com.au/). This is the same Australian lobbying organization we founded in Year 1, after a change in name and leadership. I continue to be excited about AI safety in middle-tier countries for a few reasons. First, these countries have some power in international organizations to set international standards. Second, companies will usually comply with any not-excessively-burdensome regulation set by any country with a significant market. Third, AI safety is underfunded by the standard of government programs, so Australia setting up a national AI Safety Institute would significantly expand the field. It’s kind of crazy that ACX Grants tier levels of money can have significant effects at this scale, but GA continues to do a great job and we continue to be proud to support them. 53: Campus For African School Of Economics At Zanzibar Charter City The ACX grant helped launch the first research center at the African School of Economics-Zanzibar, which is a main anchor of the Fumba Town charter city project in Zanzibar. This research center is called the Africa Urban Lab (AUL), focused on rapid urbanization across Africa. The AUL launched its first Diploma program in Urban Development with 38 students in our first cohort (now graduated!), including mayors, and deputy mayor, a director of a national Ministry of urban development, and many others. We published our research framing papers for the AUL's research agenda. We raised funding to launch an Urban Expansion Program that's now selecting 15 African cities to support in implementing urban expansion planning on the urban periphery. We held two Public Talks by renowned cities scholars and practitioners. We received additional funding from Emergent Ventures and from the Templeton Foundation. And we've partnered with 8 universities across the region, and with one of these universities (Ardhi) we'll be working with them to update their urban planning and urban economics curriculum (amplifying AUL's impact beyond our own organization). A longer update from end of 2024 is here: https://www.aul.city/blog/reflecting-on-africa-urban-lab-s-inaugural-year-2024-highlights) 54: Online Training Program For Health Workers In Developing Countries To date, over 11,000 health workers in Nigeria have completed our course on basic, life-saving newborn care. ACX funding was catalytic for helping us secure government approvals and complete an evaluation of the impact of our training on health workers' clinical practices. The evaluation shows that birth attendants provide better birth care after taking the course. We fed the evaluation results into an updated model, which suggests the program is 24 times more cost-effective than direct cash transfers (a widely recognized benchmark for cost-effectiveness). The program is likely to become even more cost-effective as we scale up. https://healthlearn.org/blog/updated-impact-model 55: Smartphone Pupillometry To Diagnose Neurological Conditions We have continued to expand our work in the smartphone pupillometry space and the development of our application, PupilScreen (https://www.apertur.ai/). We have expanded our pilot/research program to include new sites across the United States (Missouri, New Jersey, Kentucky, USAC racing, PitFit driver performance training in Indiana) and the world (Nepal, Taiwan, South Africa). We continue to publish at the leading edge of the pupillometry literature as well looking at concussion (https://neuro.jmir.org/2024/1/e58398 and https://pubmed.ncbi.nlm.nih.gov/39682632/), cerebral vasospasm (https://pubmed.ncbi.nlm.nih.gov/39128501/), and stroke (https://pubmed.ncbi.nlm.nih.gov/39674431/ and https://pubmed.ncbi.nlm.nih.gov/39561861/). Currently, we are raising a $3 million seed round via a SAFE to fund the expansion of our work into the hands of healthcare workers and the general public. We will first focus on traumatic brain injury for clinical use and develop a neuro-monitoring wellness application utilizing our technology for the general public. They add: “We would welcome connections to anyone that you think might be interested in supporting our work further by investing in our $3M seed round of funding.” 56: Mike Saint-Antoine’s Biology Tutorial Videos Since getting the grant, I've continued to make Youtube tutorials as planned. One series that I'm especially proud of is about how to make a neural network in the Julia programming language completely from scratch, with no imports, up to the point of being able to solve MNIST (https://www.youtube.com/playlist?list=PLWVKUEZ25V97tNULapu07DhWv6_W4NfpE). Also, a college student in Pakistan came across my videos and invited me to give a virtual Zoom-lecture to her department, so I ended up teaching a 6-hour "Python-for-Biologists" workshop to more than a hundred college students in Pakistan over Zoom. So that was pretty awesome. Also, lately I've been teaching some in-person classes too, mostly at Fractal University in NYC, and I also recently organized a day-long, in-person Beginner Python class for people in my local area (Philly suburbs) who wanted to learn some basic programming. I'm having a lot of fun with this project, and am grateful to Scott and the grant funders for their generosity! 57: Conceptual Boundaries Workshop On AI Safety The workshop was completed successfully; you can read a writeup here. 58: Apart Research To Incubate AI Safety Scientists No update received, but they have a public website, and you can see their impact metrics here. They seem to be in urgent need of more funding. 59: Primer On How To Achieve Political Change No update received and I can’t find anything about this. 60: Research IVF Clinic Success Rates We've built a predictive model that estimates the odds of having a child at different IVF clinics across the country while controlling for factors like patient age and infertility differences that can falsely make some clinics look better than others. We found that an average patient can increase their odds of having a kid by 43% just by going to a top 10% clinic. Patients unlucky enough to go to a bottom 10% clinic will reduce their odds of having a kid by 40%. Next month, we're adding several more clinics, 2023 data, additional procedural controls, and donor/gestational carrier models, which should push our accuracy beyond state-of-the-art models in this space and better isolate clinic impact on patient outcomes. We've launched ivf.clinic, a website where patients can access personalized IVF reports and browse our clinic rankings (though we're still squashing some bugs). Currently, we're expanding our research to include comprehensive insurance coverage and pricing data across clinics nationwide. If anyone has insights on automating the collection of IVF clinic pricing information, I'd love to hear from you at scelarek@gmail.com. 61: Replicate Study On Brain Wave Synchronization For Speeding Learning We have acquired and configured the OpenBCI UltraCortex Mark IV 8-channel EEG headset and a clinical-grade Biosemi 32-channel EEG system. We’ve implemented the required components for the experimental pipeline (computing alpha from EEG, flashing bright white light, presenting stimulus images). We are currently putting them together into a single system that we’ll use to collect the data from several participants. We are aiming to gather data on several participants in late June / early July and complete the pilot of the replication in July 2025. If you’d like to be a participant in the study, [they might announce a link once they have it]. 62: Advocate Repeal Of Interstate Runaway Compact No update received and I can’t find anything about this. 63: Animal Welfare (Especially Fish) In Turkiye Future For Fish asks companies to sign up to FFF's fish welfare commitment, which requires producers to certify their facilities and enforce specific standards for stocking density and harvest. Luckyfish, İlknak, Divan (35 restaurants, 17 hotels) and NG Hotels (5 hotels) have signed and published FFF's fish welfare commitment with İlknak publishing the commitment on their website. Kılıç published its first sustainability report detailing fish welfare policies, including enforcing a maximum stocking density of 10 kg/m³ and confirmation of electrical stunning practices. Longer version with some caveats: https://manifund.org/projects/improving-fish-w From the longer document, these commitments involve things like reducing overcrowding, or stunning fish before killing them. Over 30 million fish were affected just from their single largest commitment, and they say 100 fish are helped per dollar spent. 64: More Georgism Advocacy Lars and Will used the 2021 grant to co-found ValueBase. Will remained with the company, and Lars left to do advocacy work at the Center For Land Economics. Here’s their summary of how things are going: [Our] organization transitioned leadership with Greg Miller, a former Program Analyst at the US Department of Housing and Urban Development, and Lars Doucet, author of Land is A Big Deal and Co-Founder of Valuebase, working full time and Joe Caissie stepping aside. This transition happened naturally as the next career transition for each respective person. Since then, progress has been made on pushing forward legislation. Maryland had two bills introduced to give Baltimore and counties the ability to enact split-rate taxes. One of the bills passed the state senate and would allow Baltimore to enact land value taxes within one mile of rail corridors–this contains 50% of Baltimore’s land value. However, the legislative session ended. We expect the bill to revive next session. The Center for Land Economics has been actively working to help efforts to get this bill passed the line. At the same time, we have uncovered systematic undervaluing of vacant land in assessments. We are writing a report on the assessment issues in Maryland with actionable steps to resolve them.
Inline links: Codebuff, website, Substack, survives, a public Substack, in Rwanda, Growth Summit, Stanford Social Innovation Review, ProMarket, Global Prosperity Institute, Saharon, this page, eadbatteries.substack.com, here, here, a post profiling the Far Out Initiative here, https://tornyol.com, a public website, https://chemrxiv.org/engage/chemrxiv/article-details/67e4cde76dde43c9084d88b7, https://blueprintbiosecurity.org/introducing-project-air/, our way, connect them directly to me, www.Spartacus.app, X, Substack, here, https://www.goodancestors.org.au/ai-safety, https://www.australiansforaisafety.com.au/, https://www.aul.city/blog/reflecting-on-africa-urban-lab-s-inaugural-year-2024-highlights, https://healthlearn.org/blog/updated-impact-model, https://www.youtube.com/playlist?list=PLWVKUEZ25V97tNULapu07DhWv6_W4NfpE, here, public website, here, in urgent need, https://manifund.org/projects/improving-fish-w
Links For July 2025
July 01, 2025 · Original source
8: Ming Chinese karma scoring systems (h/t Whyvert, paper here, longer Twitter thread by EdwardW2 here):
Inline links: Whyvert, here, here
48: T. Greer on China’s strategy for invading Taiwan. He argues that the Chinese hope for “something like the Gulf War, where America was able to use air superiority and precision munitions to degrade the internal coherence of the enemy force so decisively that when the actual land force showed up the Iraqis crumple” - and that means the Taiwanese should study the Houthis, who just successfully resisted such a campaign.
Inline links: T. Greer on China’s strategy for invading Taiwan
55: China has started its own AI Safety Institute.
Inline links: China has started its own AI Safety Institute
Open Letter To The NIH
August 29, 2025 · Original source
Spending these funds is also a competitiveness imperative as China attempts to transform itself from a low-end manufacturer to a high-tech research and innovation juggernaut. In 2024, the Chinese government increased its spending on science and technology by 10%, and the nation’s total expenditure on research and development increased by 50% in nominal terms between 2020 and 2024. As China’s number of clinical trials and new drug candidates begin to outpace the U.S., America cannot afford to allow biomedical research funding to go unspent.
Meetups Everywhere 2025: Times and Places
August 29, 2025 · Original source
Contact: Vitor Contact Info: acxzurich[a t]proton[period]me Time: Saturday, September 6th, 3:00 PM Location: Blatterwiese in front of the chinese garden (In case of rain we are inside the garden) Coordinates: https://plus.codes/8FVC9H32+VH Notes: We have an email list and a signal group to announce ~monthly meetups. Write an email to be added.
Inline links: https://plus.codes/8FVC9H32+VH
Contact: Eliot Contact Info: Redeliot[a t]gmail[period]com Time: Thursday, September 18th, 6:00 PM Location: Skyview Hall, 14a Frances St, Randwick NSW 2031. To find the hall, walk through to the end of the car park, pass through the green gate and walk straight down the path to the back building, then walk upstairs. Call Eliot 0438481143 if lost. Coordinates: https://plus.codes/4RRH36QQ+QRW Group Link: https://www.meetup.com/rationalists_of_sydney Notes: This event is at a private house. China SHANGHAI Contact: David Contact Info: dj[a t]theory-a[period]com Time: Saturday, September 27th, 10:00 AM Location: Zhongshan Park 中山公园 Coordinates: https://plus.codes/8Q336CCC+29 Group Link: https://discord.com/invite/C [remove this bit] meRexz7JM Notes: Park meetup so feel free to bring pets, RSVPs are appreciated
Inline links: https://plus.codes/4RRH36QQ+QRW, https://www.meetup.com/rationalists_of_sydney, https://plus.codes/8Q336CCC+29
Highlights From The Comments On Fatima
October 24, 2025 · Original source
And like Fatima, the skeptic has an easy-yet-condescending response available. Everyone knows there are dark spots on the moon. Everyone knows that different cultures interpret them as different figures: the rabbit in the moon in China, the moon maiden of the Maori, the Man in the Moon in the West. Nothing could be simpler than for Ayatollah fans to reinterpret them as the Ayatollah. It just requires millions of Iranians to be total idiots.
25
October 28, 2025 · Original source
There are too many places named “Freetown”. And not enough named “Kissidougou”. Siaka Stevens is the grandson of Sierra Leone’s first president, also named Siaka Stevens. He grew up in Britain, worked in business and finance, then went back to his family homeland as an adult. Moved by the poverty he saw around him, he decided to start a charter city. He recruited the help of Idris Elba, a famous British actor of Sierra Leonean descent, and together they started a company to build Sherbro Island City. The usual Dubai and Singapore comparisons were made. Maybe due to Stevens’ government connections, they got an impressively broad concession from the government - the Charter Cities Institute has compared it to Honduras’ ZEDEs, among the most autonomous charter city legislation in the world. From the podcast: Okay, so there are seven governing board members and the agreement specifically states that they are strictly from the private sector. SAP, our company, will choose four of the board members and the chairperson and the government of Sierra Leone will choose three. That’s the seven member board. And underneath that is a similar structure to municipal corporation. We have fiscal and legislative autonomy. English common law, very robust investor protections. The best way to kind of describe it, a similar situation, mean, Hong Kong now actually, and it’s a similar setup to Hong Kong and China’s relationship in the early eighties, where you have a special administrative region that is very autonomous, but sovereignty is held by the main Sierra Leone country. So it’s an innovative kind of new system of governance. Stevens calls the island a “greenfield” site, but it includes a town (Bonthe, population ~10,000) and an ethnic group (the Sherbro people). Yup, that’s definitely an ethnic group. I have honestly never seen a group this ethnic before. A+ at being ethnic (source). It’s slightly unclear whether Bonthe and other inhabited areas are within the SEZ, but it looks like maybe they are, and Stevens means he will mostly be building the new Singapore-style smart city on uninhabited parts of the island, with Bonthe as an early base for transit and development that he hopes will benefit but otherwise remain unaffected. Various local chiefs seem to be mostly in favor, as far as we know. The big problem for these island charter city attempts is infrastructure. You eventually want heavy industry and high-value-add manufacturing, but how do you build up enough civilization - transit, power, labor, amenities - to support these expensive enterprises? Every charter city has its own solution - gambling in Grand Bahama, regulatory arbitrage in Prospera, political alignment in Praxis. Sherbro’s plans include: A hub to lure the Sierra Leone diaspora back to the country (Google says the Sierra Leone diaspora is 336,000 people, most of whom are probably not digital nomads or jet-setters)
Inline links: Sherbro Island City, the podcast, https://substackcdn.com/image/fetch/$s_!w7Zj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb01bfbd8-7896-4274-946e-fe0659c9cd5a_920x613.jpeg, source
Links For October 2025
October 30, 2025 · Original source
24: Chinese author and “Shakespeare superfan” Zhang Yiyi spent $225,000 on plastic surgery to look like Shakespeare:
Inline links: spent $225,000 on plastic surgery to look like Shakespeare
…and ended up looking more like Michael Jackson, or maybe a better way to think about it is that anyone who gets too much plastic surgery looks like everyone else who gets too much plastic surgery. Possibly related: his Wikipedia page says he “is famous for his hyping talent” and “had once been selected as top 10 fools in China”. And he got me writing about him, which no other Chinese author has gotten this month, so, well-played, I guess.
Inline links: his Wikipedia page
31: Is China no longer on track to outpace US GDP?
The Bloomer's Paradox
November 06, 2025 · Original source
“Okay, it sounds like you’re talking about a bunch of good stuff that happened in China and India and—I don’t know. A bunch of poor countries I’ll never visit.”
Tyler Cowen had a recent post China Understands Emotional Contagion, on China’s policy of censoring negative speech online - “punishing bloggers and influencers whose weary posts are resonating widely in a country where optimism is fraying”. He seemed oddly enthusiastic about this - no condemnation, just “If you are spreading negative emotional contagion, there is a very good chance that, no matter what you are saying, that you are part of the problem.”
Inline links: China Understands Emotional Contagion
But isn’t the idea of an epidemic of negative emotional contagion, bringing in its wake collapsing state capacity and stagnant economies, and so threatening that we must arguably suspend our usual liberal values in order to crush it before it spreads - itself a form of negative emotional contagion? If China banned criticism of climate projections, because global warming was too much of an emergency to allow debate or dissent, wouldn’t that be a classic example of doomerism gone too far?
Why AI Safety Won't Make America Lose The Race With China
November 26, 2025 · Original source
Compute: America is far ahead. We have better chips (thanks, NVIDIA) and can produce many more of them (thanks, TSMC). Our recent capex boom, where companies like Google and Microsoft spend hundreds of billions of dollars on data centers, has no Chinese equivalent. By the simplest measure - total FLOPs on each sides - we have 10x as much compute as China, and our advantage is growing every day. A 10x compute advantage corresponds to about a 1-2 year time advantage, or an 0.5 - 1 generation advantage (eg GPT-4 to GPT-5).
Models: The quality of foundation models - giant multi-purpose AIs like GPT or Claude - primarily depends on the amount of compute used to train them, so America’s compute advantage carries over to this level. In theory, clever training methods and advanced algorithms can make one model more or less compute-efficient than another, but this doesn’t seem to be affecting the current state of the race much - most advances by one country are quickly diffused to (or stolen by) the other. Despite some early concerns, neither DeepSeek nor Kimi K2 Chinese models provide strong evidence of a Chinese advantage in computational efficiency (1, 2).
Inline links: 1, 2
Leverage their applications advantage as hard as possible. They imagine that sure, maybe America will have AI that’s 1-2 years more advanced than theirs. But if our smarter AI is still just sitting in a data center answering user queries - and their dumber AI is already integrated with tens of thousands of humanoid robots, automated drones, missile targeting systems, etc - then they still win. This is a very practical strategy from a very practical country. The Chinese don’t really believe in recursive self-improvement or superintelligence4. If they did, they wouldn’t be so blasé about the possibility of America having AIs 1-2 years more advanced than theirs - if our models pass the superintelligence threshold while theirs are still approaching it, then their advantage in humanoids and drones no longer seems so impressive. What is the optimal counter-strategy for America? We’re still debating specifics, but a skeletal, obvious-things-only version might be to preserve our compute advantage as long as possible, protect our technological secrets from Chinese espionage, and put up as much of a fight as possible on the application layer. The State Of AI Safety Policy It’s worth being specific about what we mean by “AI safety regulation”. The two most discussed AI safety bills of the past year - California’s SB53 and New York’s RAISE Act - as well as Dean Ball’s proposed federal AI safety preemption bill - all focus on a few key topics: The biggest companies (eg OpenAI, Anthropic, Google) must disclose their model spec, ie the internal document saying what their models are vs. aren’t banned from doing.
Inline links: Leverage their applications advantage as hard as possible., don’t really believe in, 4, SB53, RAISE Act, Dean Ball’s proposed federal AI safety preemption bill
Links For December 2025
December 10, 2025 · Original source
The other good news is that somehow they don’t charge a subscription, which makes them a way to get usually-subscription-only AI models for free. How is this possible? “[The most likely hypothesis is that] Witpaw is an adorable piece of spyware and he’s selling my data to the CCP”. 36: This month’s anti-people-named-Sacks content: NYT on Trump AI czar David Sacks’ conflicts of interest; New Yorker on whether neurologist Oliver Sacks used his case studies to work through his own issues rather than presenting them accurately. [EDITED TO ADD: I originally framed it this way as a joke, but on further research I think David and Oliver are related. Wikipedia says that Oliver was first cousins with Israel statesman Abba Eban, and that Abba Eban was born to Lithuanian Jewish parents in Cape Town. David Sacks’ bio says he was born to Jewish parents in Cape Town, and this article specifies that they were Lithuanian. I doubt there were too many Lithuanian Jewish families named Sacks in mid-1900s Cape Town, so sure, related!) 37: Orca Sciences: There Has To Be A Better Way To Make Titanium. Titanium is a great metal - strong, light, and tough. If we had cheap titanium, it could revolutionize manufacturing the way cheap steel and aluminum did in previous eras. So why don’t we? Not because titanium is rare: it’s “the 9th most common element in the earth’s crust”. Rather, it’s very complicated and expensive to extract from its ore. Some kind of breakthrough in titanium extraction processes always seems tantalizingly close, but has never quite materialized. Is there any hope? 38: If Asians Are Lactose Intolerant, Why All The Milk Tea? Lactose intolerance has confused me for a long time - 23andMe tells me that I’m lactose intolerant, but I drink milk regularly without problems, so what’s up? This post’s answer: lactose-intolerant people who don’t usually drink milk will get sick if they start suddenly. Lactose-intolerant people who drink milk regularly since childhood develop gut microbiota that can digest milk, but which demand an expensive “tax” in calories. Lactose-tolerant people will always be able to digest milk and absorb all the calories themselves. 39: How do different majors change college students’ political beliefs? No surprise that the humanities and social sciences shift people left; no surprise that business and economics shift them right. I was a little surprised that engineering shifts people right a little, and that Education of all things shifts people right (albeit only slightly). How is that even possible? Are these people coming in as Mao Zedong and leaving as “only” Leon Trotsky? Also, Political Science is exactly neutral, lol. [EDIT: I misunderstood, they’re using natural sciences as a zero point, this is a reasonable choice but slightly changes the interpretation] 40: Kindkristin: Language models improved my mental health. 41: More floor employment, from the WSJ (h/t @LaocoonofTroy): Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet: “Straight out of college, graduates from the country’s maritime academies can earn more than $200,000 as a commercial sailor, with free food and private accommodations... Despite the pay and perks, maritime jobs go begging, and it is raising national-security concerns.” Other selling points include “six months vacation, live wherever you want, and you’re serving the nation” and onboard “gyms, connectivity, and cuisine”. The catch is that you have to be at sea for months at a time. 42: Study (h/t @KierkegaardEmil): there was minimal “learning loss” from COVID school closures, best estimate is “0.02 standard deviations per 100 days of school closure”. I correctly predicted this back in 2021, but I also wrote in March of this year about how there’s been a general decline in NAEP scores since then. It seems like maybe a student having their specific school closed for longer than other schools didn’t hurt them, but some sort of general cultural change, maybe related to COVID, did hurt. 43: Sam Bankman-Fried’s mother on why she thinks his trial was unfair. SBF is appealing his conviction and will probably be making some of these same points in court. Can’t find a prediction market directly on the appeal, but this one says only 15% chance he serves under 10 years, this one says 15% chance of a Trump pardon, so it doesn’t seem like there’s much room for him to be freed (or get a significantly shorter sentence) on appeal. And Wired says that only 5-10% of appeals like these succeed. 44: Related: Trump pardons Juan Orlando Hernandez, former Honduran president extradited to the US for narco-corruption. Some sources are trying to find a Prospera angle - Prospera and other ZEDEs were approved under JOH’s administration, and the Prosperans seem to have good MAGAworld connections - but I don’t think this is their top priority, and I don’t know if it requires much explanation for Trump to be pro-right-wing Latin American politicians convicted by the Biden administration. More interesting is that apparently JOH and SBF were cellmates (X), “SBF spent extensive time helping JOH with trial prep” and SBF told an interviewer that “Juan Orlando is the most innocent prisoner I’ve met, myself included.” ChatGPT is not impressed with the Trump/SBF case for JOH’s innocence. Related: JOH’s conservative party on track to win this month’s extremely-close Honduran elections, great news for Prospera if it happens. 45: The “100 Above The Park” building in St Louis (h/t Bobby Fijan on X): 46: The death toll of the ongoing Sudan genocide has risen to about 150,000. Nicholas Kristof writes that the world has once again failed to prevent atrocities, and argues that the most important point of leverage is pressure on the United Arab Emirates, which is arming the genociders. Sam Kriss also writes about the situation in The World’s First Matcha Labubu Genocide, but is unimpressed with Kristof’s take: Sudan is passed over in a deeply uncomfortable silence. The absolute most you can do is blame the Emiratis. From what I’ve seen, more people seem to be appalled at the UAE for its frankly marginal role in arming the RSF than at the RSF itself. This is the approved way of understanding any inscrutably indigenous foreign conflict: you just worm out any third-party involvement and then act like you’ve solved the whole thing. I side with Kristof here, for reasons that Sam himself touches on later in his piece, in a section comparing Darfur with Gaza. It would be very easy to make people care about Darfur again. All it would take is a loud, vocal contingent of RSF apologists in the Western media. I agree, but would frame it less cynically: the reason Westerners pay attention to Gaza is that there’s a lever to push: not only does America support Israel, but many of their friends support Israel, so they can imagine convincing America or at least their friends to stop, and at least feel like there is some remote chance of making a small difference (and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire). On the other hand, we don’t have many levers to affect ethnic Baggara in the Rapid Support Forces of Sudan, so it doesn’t really feel useful to write blog posts arguing that they should stop; obviously they should stop, nobody disagrees with this, and it goes without saying - so nobody says it. But the US does support the UAE, and many of our friends like the UAE or at least go there on vacation, so maybe it’s possible to have make some small difference by embarrassing them. 4D chess take is that Sam Kriss agrees with all of this, but “loudly” and “vocally” argued against it to give people like me a hook to write about this genocide with, in which case I thank him for his sacrifice. It would also be nice to be able to donate, but I don’t know who to trust in the region - other than Doctors Without Borders, who are usually pretty good. 47: The AI Futures Project (group of AI-will-be-fast intellectuals) and the AI As A Normal Technology team (group of AI-will-be-slow intellectuals) wrote an adversarial collaboration in Asterisk explaining what they agree on, for example: That there’s an important distinction between existing AI and “strong AGI”
Inline links: Trump AI czar David Sacks’, neurologist Oliver Sacks, says, Abba Eban was, bio, this article, There Has To Be A Better Way To Make Titanium, If Asians Are Lactose Intolerant, Why All The Milk Tea?, How do different majors change college students’ political beliefs?, https://substackcdn.com/image/fetch/$s_!xR53!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa36d404d-9574-4e25-93bb-7ef4d2ca9f9a_940x606.jpeg, as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
…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
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: 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
Open Thread 414
December 29, 2025 · Original source
Hi, I’m X a constituent in Y. I’m calling about reports that the administration is allowing U.S. firms to sell advanced AI chips, like Nvidia’s H200, to approved customers in China.
I’m very concerned this could strengthen China’s strategic AI capabilities. Access to high-end chips is what limits how fast powerful AI models can be trained. Easing these controls risks accelerating China’s progress in military and intelligence applications, eroding the U.S. and allied lead in critical technologies.
Highlights From The Comments On Vibecession
December 31, 2025 · Original source
This is what they took from you. They never should have passed the ‘Make It Illegal To Wear Hair Gel And Marry A White Woman Act' back in 1959! He argues that the reason most wives work these days isn’t because we’re poorer (and they have to work to survive), but because we’re richer (and so wives can make so much money working outside the home that the opportunity cost is too high to pass up). A single earner could still support a family on a 1950s lifestyle. It would just feel like a failure, because we don’t realize how much worse than 1950s lifestyle was compared to our current conditions. The article’s paywalled, but you can get a pretty good sense of the argument from these paragraphs. After determining that the median man makes about $80,000/year, he writes: Let’s say our $80,000-a-year man is living in the Jacksonville area. The Department of Housing and Urban Development calculates what are called Fair Market Rents for each American metro — this means the 40th percentile rent for a home with any given set of characteristics. They say F.M.R. for a three-bedroom home in the Jacksonville area is $2,163. That comes out to about 30 percent of Mr. Median’s annual income. Can you really get a place to live for that little? Here’s a lovely three-bedroom home in the East Arlington neighborhood for $2,020 a month, and it’s zoned for an elementary school with a 10-out-of-10 ranking from GreatSchools. It’s true that 1,617 square feet is on the small side for, say, a family of five in the contemporary United States. But the average size of a new single family home was 1,289 square feet in 1960 and 1,500 square feet in 1970. Two of your kids are going to need to share a bedroom, but that’s how people lived back in the day. There’s more to life than housing, of course, but I started there because that’s the largest item in a household budget. Durable goods like furniture, cars, and appliances have all become better and more affordable since the mid-1960s. That’s partially offset by rising prices for things like college tuition, child care, and health care. But in the 1960s, most young people didn’t go to college. The way health insurance works, you only need one worker in your family to get a job-based health plan. And of course, with your wife serving as a full-time homemaker, you don’t need to worry about child care expenses. The big thing is that, with a larger family, you literally have a bunch of mouths to feed. But the model here is to replicate how people actually lived in the mid-1960s, which is that they dined out much less frequently and also spent a much larger share of their total income on food. When I try to retrace this, it seems possible, but barely. I imagined doing this in Sacramento, to be near family. Suppose I make $80K pretax = $6.6K/month pretax = $5K per month posttax. A cheap 3-bedroom house on a nice-enough block is $2200 mortgage, assume $3K after property taxes etc. A cheap new car is $350/month. Food can be arbitrarily low if you’re willing to eat rice all the time, but let’s say $250/month. CoveredCalifornia offered my family of four healthcare for $600/month. So top four expenses take $4200/month of the $5000/month pretax income. I don’t know; seems tough. I would like to see a more thorough breakdown of an average 2026 vs. 1956 man’s likely budget. There are also some areas where it’s harder to separate genuine declines from rising expectations. Most people in the 1950s didn’t have health insurance. Was that because they accepted lower levels of health, or because medical care was cheaper, and easy enough to afford out-of-pocket? Probably some very complicated combination of both. And it might be impossible to get certain kinds of 1950s medical care today, i.e. a bed in a cheap low-quality shared hospital room. (some of the best discussion around this came from the response to Elizabeth Warren’s The Two-Income Trap, see eg Matt Bruenig here) Still, I find this tangential to the main point. Yes, a few conservatives complain that it’s hard to have a single-income family. But most vibecession complaints come from singles or dual-earner households! 4: What About Other Countries? … Dionysus writes: Did you know that China also has a vibecession? If even China can’t regulate social media heavily enough to prevent this phenomenon, how can any liberal society possibly hope to? The link goes to an NYT article, which includes quotes like: Using apps like RedNote and Douyin, people are reviving memories of the 2000s and the early 2010s with photos of daring outfits, upbeat songs and vintage TV commercials, all of which, in different ways, evoke a time in China that pulsed with optimism. “The music back then throbbed with exuberance, brimming with the sense that the future could only get brighter,” a middle-aged man said in a RedNote video. “Today’s lyrics begin with lines like, ‘We’re trying our best to survive.’” And The boom-time beauty meme is the latest expression of a Gen Z counterculture born of disillusionment, the recognition that they may be the first generation in half a century unlikely to surpass their parents’ standard of living, no matter how hard they try. Over the past five years, this quiet resistance has taken many forms. It began with “lying flat,” a refusal to join the rat race. Some chose to pursue the “run philosophy,” or emigrating in search of freedom and brighter prospects. Others declared themselves the “last generation,” vowing not to have children. Still others embraced “let it rot,” giving up on difficult goals rather than battling for uncertain rewards. To show they could care less about career prospects, many took to wearing “gross outfits” at work. This is especially crazy in China, where GDP per capita is now ten times what it was back during the “Boom Years” that everyone reminisces about. This might be the smoking gun that people’s economic beliefs are totally unmoored from how rich they are. The Chinese story has an obvious moral: people care about growth rate more than level. But even this doesn’t work for America - our Vibecession doesn’t correspond to a period of unusually low growth. machine_spirit writes: It’s interesting to compare it to Europe as the control group. Unlike the US, whose economy muddled through just fine during the last decade, we are currently experiencing a massive economic decline that could soon turn into a full-blown collapse. And yet, outside of debates about immigration or foreign policy especially regarding Ukraine you don’t really hear the same level of rancour about ‘things being bad’ in the local media. I’m surprised to hear this. I hear many economic complaints from Europeans, but I suppose this passes through my own American filter bubble which is incentivized to talk about economic hardship for its own American reasons. Golden Feather writes: I am an Italian currently living in the US. My main guesses would be: Right-wing parties control a supermajority of TV and print media. They have also been in the govt most of the time, which means they control the state TV and have an interest in presenting things as rosey. The much older population makes the internet less relevant for public sentiment. Even in the few years where they were at the opposition, they mostly focused on immigration and crime to rile up popular sentiment, I guess because the population is older, their voters even moreso, so they care more about that than about the economy
Inline links: They say, lovely three-bedroom home in the East Arlington neighborhood for $2,020 a month, average size of a new single family home was 1,289 square feet in 1960 and 1,500 square feet in 1970, how people actually lived in the mid-1960s, dined out much less frequently, see eg Matt Bruenig here, writes, China also has a vibecession?, lying flat, run philosophy, gross outfits, writes, writes
I don’t know which direction this pushes. I think the UK is having the same problem with London that we have with Brooklyn, and China has their Tier 1 cities. I don’t know what the situation is in France or Germany, but I’m also not sure the Vibecession is happening in those places.
The OECD also produces consumer confidence surveys and the US is pretty middle of the pack compared to other advanced countries for the last three years - US, Australia, western europe, UK, japan, are all in the -1 to -1.5 z score range historically. China is the worst, around -2 z scores. Interestingly, Mexico is one of the few places with high consumer confidence right now.
Mantic Monday: The Monkey's Paw Curls
January 13, 2026 · Original source
Isn’t “may you get exactly what you asked for” one of those ancient Chinese curses?
Will selling US chips to China help them win the AI race?
Political Backflow From Europe
February 11, 2026 · Original source
There are no good statistics on asylum-seeker crime per se in America, but we know that the most common countries of origin for seekers are Afghanistan, China, and Venezuela. Afghans are incarcerated at 1/10th the US average rate1, Chinese at 1/20th, and Venezuelans at 1/4th. These statistics may be biased downward by some immigrants being too new to have gotten incarcerated, but this probably can’t explain the whole effect2. More likely it’s selection. The Afghans are mostly translators and local guides getting persecuted by the Taliban for helping American occupation forces; the Chinese and Venezuelans are mostly well-off people fleeing communism.
Inline links: we know, 1/10th, 1, 1/20th, 1/4th, 2
These statistics are hard to find, and I am mixing the rate for all Afghan-Americans with the rate for specifically foreign-born Venezuelans and Chinese. I assume that most Afghan-Americans are first or second generation immigrants and this shouldn’t affect numbers much.
Every Debate On Pausing AI
March 25, 2026 · Original source
SUPPORTER: Okay, let’s back up. Is your problem that you don’t think China would agree to a pause in negotiations? Because we’ve actually had some pretty successful low-level discussions with Chinese scientists. And they’re losing the race, so their incentive to pause is stronger than ours. Xi has expressed some concern about the risks of AI and the importance of alignment - nothing super-strong, but more than our government has done. We agree it’s not obvious that China would agree to pause, but we think we should get the offer out there, and maybe work on a preliminary framework that we could use to pause later, if we got a warning shot and both of our governments became more amenable.
SUPPORTER: Or is your problem that you don’t trust China to stick to an agreement, once signed? Because we agree that an agreement has to be mutually transparent and enforceable. We have some ideas for how we could have a light-touch approach to monitoring Chinese data centers - of course, they would get to monitor ours in the same way - and actually the math mostly works out and we think it would be less intrusive than other things that have worked in the past, like nuclear monitoring.
SUPPORTER: Or is your problem that you think AI will deliver lots of benefits, so it would be foolish to pause? I agree the benefits of AI would be great, and I think there are ways we could try to maximize those benefits even during a pause. For example, we and China could try to build the infrastructure for a pause, put a mutual red line in place for activating the pause, and then have green lines in place for what sorts of control schemes we would need to see before winding down the pause and continuing to advance. It wouldn’t be a total stop on AI improvement so much as an attempt to do it in a monitored way, with the US government, Chinese government, and scientific community all having input. I know it’s reasonable to worry that such a graduated strategy could devolve into a more extremist Luddite approach, but there are steps we could take to make that less likely.