Tennessee
Article
Tennessee is a recurring place in the Astral Codex Ten archive, appearing 12 times across 12 issues between May 21, 2021 and April 01, 2026. The archive places it in contexts such as “Tennessee whiskey”; “She was born in Tennessee”; “the data source includes … Tennessee”. It most often appears alongside Australia, California, India.
Metadata
- Category: Places
- Mention count: 12
- Issue count: 12
- First seen: May 21, 2021
- Last seen: April 01, 2026
Appears In
- Your Book Review: The Accidental Superpower
- California Gubernatorial Candidates From Z to Z
- Links For December 2022
- Spring Meetups Everywhere 2023
- Spring Meetups Everywhere 2024
- Highlights From The Comments On Hanson And Health Care
- Meetups Everywhere 2024: Times & Places
- Highlights From The Comments On AI Geoguessr
- ACX Grants 1-3 Year Updates
- Meetups Everywhere 2025: Times and Places
- Links For September 2025
- Meetups Everywhere Spring 2026: Times & Places
Related Pages
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- Australia (9 shared issues)
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- California (9 shared issues)
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- India (9 shared issues)
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- Europe (8 shared issues)
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- Texas (8 shared issues)
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- Canada (7 shared issues)
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- Colorado (7 shared issues)
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- facebook (7 shared issues)
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- France (7 shared issues)
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- Georgia (7 shared issues)
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- Poland (7 shared issues)
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- Scott (7 shared issues)
External Links
None.
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.
We didn’t just get tremendous economic growth though – we got “magical” results, but they were based on a one-time confluence of factors that “overwhelmed the normal rule that lots of twenty-and thirty-somethings make for an expensive-capital environment.” What were these one-time accelerants? He identifies the peace dividend – cuts in military spending that allowed capital to be put to more productive uses – as one such change, along with the emergent dominance of the US dollar, particularly boosted by Russian demand thanks to the collapse of their currency, and a later boost in demand thanks to the East Asian financial crisis. With the Europeans’ decision to eliminate national currencies (agreed upon in a 1992 treaty, with the Euro to be introduced in 1999), they became relatively unattractive, and the Euro itself (an “unprecedented experiment in pan-government planning”) was too risky. Many holders of European currencies switched to the US dollar, such that between 1994 and 2002 (“when the euro finally got some traction and the surge dialed back”) there was a $2 trillion increase in the money supply. Zeihan also points to a collapse in commodities prices influenced by the elimination of Russian demand, but continued Russian production of oil and other commodities, followed by a collapse in demand thanks to the East Asian financial crisis. This story of capital coming to the West (“allowing consumption-driven growth not simply to soar, but to explode”) is one of chance world events. However, the story of capital coming from the Boomer cohort is one of demographics. By the 2000s, they’re the mature workers of Zeihan’s four stages described above – and as the bulge in the demographic pyramid, they started flooding the world with capital. Accordingly, “The cost of credit plummeted to levels never before experienced.” Zeihan suggests that developed-world demographics are the cause of booms in places that haven’t been well-developed, from Southern Europe to Brazil, Russia, and India. But he says it’s quickly coming to an end; Boomer savings into stocks and bonds will be moving to low-risk instruments and then turning into withdrawals rather than savings, and the cohort behind them is too small to replace all of that capital. And it’s a worldwide phenomenon: In every single developed country there is currently an American-style population inversion between the about-to-retire and the about-to-be-mature-workers age groups. Japan’s Boomers bulge is a decade older than the American equivalent, while Spain’s is roughly fifteen years younger. Everyone else falls somewhere in between. It dictates a period of chronically low growth and high credit costs, just not on precisely the same time frame. The undeveloped world is that way because it can’t self-fund, so without foreign capital, their growth will come to an end. In sum, the 1990-2005 period of high growth and easy capital was a historical anomaly; “the post-Cold War financial flight was a once-in-a-generation event” and the demographic bulge that coincided with it won’t come around again for decades, if ever. 4 2: America’s incredible advantages As noted above, Zeihan really likes America’s position in the world. He likes its demographics (relative to other developed countries) and loves its geography. Taking the population question first, in America, “the demographic inversion is only a temporary development.” America is younger than the rest of the developed world, as it urbanized later and its enormous size made having kids easier despite that urbanization (i.e., the suburbs exist). This makes the demographic crunch a single-generation issue, as the Millennials are a huge cohort. And even if they weren’t, America assimilates immigrants more easily than other places – Zeihan attributes this to it being a “settler society” – which can help with demographic problems. The rest of the developed world doesn’t have similar cohorts following their massive Boomer and Gen-X analogues. Accordingly: While the American financial world will be past its period of maximum stress by 2030, for the rest of the world 2030 will simply be another year of an ever-deepening imbalance between retirees and taxpayers, with smaller and smaller generations coming up the ranks generating less and less growth. For the developed world beyond the United States—and even large portions of the developing world—chronic capital poverty and permanent recession will be the new normal from which there is no return. Together with America’s Millennial-led growth and abundant energy (there’s a chapter explaining how shale is a done deal that, as of the mid-2014 writing, already made America the world’s largest energy producer 5), by 2030 Zeihan sees it as practically the only country with an economy worth noting. Anyone who is familiar with American geography should see the argument that’s coming about that aspect of Zeihan’s model. Isn’t the Mississippi River a pretty big deal? And those oceans on the east and west coasts seem like nice borders. Indeed, while he gives us many reasons why there was always going to be an American superpower, geography is central to his story. He has lots to say about America’s internal river systems, farmland, and other geographic features. What mountain barriers exist are apparently better than in other countries in terms of allowing internal transport; the Rockies have major passes, several of which have large cities within them, and the easiest pass in the Appalachians featured America’s first National Road, 130 miles of buried logs that linked two rivers, and thus the east coast with the best farmland in the world. As we saw with his exposition on the Nile, Zeihan puts a lot of emphasis on the value of river systems. He argues that America’s waterway network alone should be sufficient for “global dominance.” The numbers he provides in support of this point are impressive. For example, “the Mississippi is only one of twelve major navigable American rivers. Collectively, all of America’s temperate-zone rivers are 14,650 miles long. China and Germany each have about 2,000 miles, France about 1,000. The entirety of the Arab world has but 120.” He praises US barrier islands that mitigate oceanic destruction and effectively create another river system, as well as the fact that the river system is an actual network. All of this gives America more internal waterways than the rest of the world combined. Thus, we get cheap transportation for “Nebraska corn or Tennessee whiskey or Texas oil or New Jersey steel or Georgia peaches or Michigan cars,” enabling savings that “can be used for whatever Americans (or their government) want, from iPhones to aircraft carrier battle groups.” America doesn’t have to spend on artificial infrastructure, like German roads and rails, but when it does, the competition from the rivers keeps transport costs low. Cheap internal transportation has other benefits. “It’s a recipe for small government and high levels of entrepreneurship,” as small government keeps taxes low, leaving people with plenty of capital. Some people may think of the American consumer with disdain, but it isn’t a new phenomenon. Zeihan points out that America has been the world’s largest consumer market “since shortly after the Civil War.” His observation about a robust food supply forming the base of any civilization bodes well for America, which apparently has the largest connected stretch of quality farmland in the world (the Midwest), the value of which is exponentially increased by the fact that it overlaps with so many of these amazing river systems. It isn’t just the Midwest that he gushes over. California’s Central Valley and the Sacramento River, and Washington and Oregon’s farmland with the Columbia and Snake Rivers get praise. The only major farmland more than 150 miles from a navigable waterway is some of the Great Plains near the Rockies. ***** Zeihan provides a reminder that national security is actually a thing, and that at its most basic level, it’s about protection against invasions. It was something of a shock reading about America’s land borders in that context. “As Santa Anna discovered during the Texas Independence War, there is no good staging location in (contemporary) Mexican territory that could strike at American lands.” And, “Canada’s border with the United States is much longer, more varied, and even more successful at keeping the two countries separated,” thanks to mountains and thick forests over much of it. The mid-continent lands are much more connected, but Zeihan frames these Canadian areas as basically American; they’re physically separated from Canada’s core eastern provinces, so trade with them is weaker than with the closer American states. Then there are the oceans. As much as Zeihan loves deserts for protection, he loves oceans more (particularly in a post-World War II world; more on that below). We get a story about the War of 1812 nearly splitting America into three when the British attacked Baltimore. America learned about “strategic vulnerability and sea approaches,” as the attack “on Baltimore—indeed, the entire war effort—would have been impossible without launching grounds in Canada and the Caribbean.” American foreign policy since then can be understood with respect to this lesson. Zeihan cites it as inspiration for America’s steps to make its ocean borders truly impenetrable, such as working to sever Canada from Britain, and the imperial-era acquisitions of Alaska, Hawaii, Midway, Puerto Rico, and de facto control of Cuba (preventing enemies from cutting off Mississippi River-based trade from the rest of the world). There’s more to Zeihan’s being awestruck by America than his analysis of its balance of transport advantages. He argues that America has been the world leader for agriculture, technology, finance, and industry since the Civil War, and runs through a litany of reasons for its preeminence: America is like a continent-sized island (because of its effective land borders), which is always going to be a more natural naval power than a more landlocked country.
If you look up “Republican candidate” in the dictionary, you’ll see Jenny Rae Le Roux’s picture. She was born in Tennessee, got a job at Bain, founded a company, bought a ranch, had several beautiful children, and now wants to spread the gospel of pro-business pro-family conservatism to the world.
49: A challenge to the Albion’s Seed hypothesis. The Scotch-Irish “were never more than 20% of the people of any colony”. So how is their culture supposed to have influenced the South and Appalachia so thoroughly? I originally thought “colony” was doing a lot of the work here, but the data source includes Kentucky and Tennessee. [update: see here for criticism]
Inline links: A challenge to the, see here for criticism
MEMPHIS, TENNESSEE, USA Contact: Michael Contact Info: michael[at]postlibertarian[dot]com Time: Saturday, May 13th, 01:30 PM Location: French Truck Coffee, Crosstown Concourse, Central Atrium. 1350 Concourse Ave, Memphis, TN 38104 We'll be at a table with a sign that says ACX MEETUP on it. Coordinates: https://plus.codes/867F5X2P+QHC Notes: We meet monthly and we have a Discord: https://discord.gg/3C74kCmsD9
Inline links: https://plus.codes/867F5X2P+QHC, https://discord.gg/3C74kCmsD9
NASHVILLE, TENNESSEE, USA Contact: Natasha Mott (@theory_gang) Contact Info: nnmott[at]gmail[dot]com Time: Saturday, April 15th, 03:00 PM Location: The Pinewood Social, 33 Peabody St, Nashville, TN 37210 Coordinates: https://plus.codes/868M565J+9V
Inline links: https://plus.codes/868M565J+9V
SIOUX FALLS, SOUTH DAKOTA, USA Contact: S.C. Contact Info: Villainsplus[at]protonmail[dot]com Time: Sunday, May 19th, 5:00 PM Location: Picnic shelter at McKennan Park, or tables south of it if it's occupied. Will have a sign saying "ACX." Coordinates: https://plus.codes/86M5G7JH+W5V Notes: Please RSVP on LW Tennessee MEMPHIS, TENNESSEE, USA Contact: Michael Contact Info: michael[at]postlibertarian[dot]com Time: Saturday, April 6th, 1:00 PM Location: French Truck Coffee in Crosstown Concourse, Central Atrium, 1350 Concourse Ave #167, Memphis, TN 38104. I'll be at a table with a sign that says ACX MEETUP Coordinates: https://plus.codes/867F5X2P+QHW Group Link: https://discord.gg/yEGcbv4VPe
Inline links: https://plus.codes/86M5G7JH+W5V, https://plus.codes/867F5X2P+QHW, https://discord.gg/yEGcbv4VPe
MEMPHIS, TENNESSEE, USA Contact: Michael Contact Info: michael[at]postlibertarian[dot]com Time: Saturday, April 6th, 1:00 PM Location: French Truck Coffee in Crosstown Concourse, Central Atrium, 1350 Concourse Ave #167, Memphis, TN 38104. I'll be at a table with a sign that says ACX MEETUP Coordinates: https://plus.codes/867F5X2P+QHW Group Link: https://discord.gg/yEGcbv4VPe
Inline links: https://plus.codes/867F5X2P+QHW, https://discord.gg/yEGcbv4VPe
» You might think a sudden doubling in maternal death rates would be obviously flagged as a data issue to correct, but this turns out not to be so. Because the United States has a federal system, individual states added the checkbox in different years. While individual state maternal deaths showed sharp level shifts, the national maternal death count drifted upward gradually as states added checkboxes to their death certificates: California in 2003, Florida in 2005, Texas in 2006, Ohio in 2007, Tennessee in 2012, etc.
Notes: We have ACX meetups ~monthly. If you'd like to be added to the email list to be notified of future meetups, contact Justin at pghacx@gmail.com Tennessee NASHVILLE, TENNESSEE, USA Contact: Felix Contact Info: ACXMeetupNashville[at]gmail[dot]com Time: Sunday, September 22nd, 01:00 PM New location: Rose Park Picnic Shelter #2 Coordinates: https://plus.codes/868M46V8+P5 Notes: Change of location! Entrance is on 12th Ave South, just north of Carter Lawrence Elementary. Go straight in and the picnic area and parking lot will be directly ahead.
Inline links: https://plus.codes/868M46V8+P5
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Minnesota and Virginia also have legislation to enable cities to implement land value taxes. We are monitoring these efforts. There are a few other cities we are operating in. We have helped another organization prepare for a meeting in Tennessee by doing impact analysis of land value taxes in the city. We have presented to city officials in the City of South Bend who have expressed support for land value taxes. Finally, we are in conversation with a State Senator in Colorado who is a champion of land value taxes. Meanwhile, we have soft launched and developed the OpenAVMKit, which uses a unified schema to do assessment accuracy reports and automated valuation methods for any property tax data given. Valuation of land is the key binding constraint to successful implementation of land value taxes. We plan to be the leaders in this space with strong benchmarking capabilities and a repo that can enable the open-source community to make the best automated valuation methods. Along with these efforts, we have expanded the movement. We have posted to the Progress and Poverty Substack growing the subscriber base to around 5,000 subscribers. We have spoken to over 25 local advocates interested in working on land value taxes in their local communities. Yet, there is a long way to go. We need to start earning income through technical assistance contracts as our grant funding expires. We need to continue pushing for a state to implement, and we need to be prepared to tell the success story for when they do. 65: EN’s Work On Bacteriophage Therapy Our project is aimed at pioneering phage therapy in Nigeria, where limited resources/infrastructure have historically held back research in this field. Starting from the ground up, we are establishing the foundational systems needed to support a robust phage research ecosystem. So far, we’ve isolated 34 bacteriophages targeting Pseudomonas aeruginosa, an essential step toward building a comprehensive phage bank. This began with collecting a wide range of clinical Pseudomonas isolates, which we are now characterizing alongside the phages through genome sequencing and phenotypic assays including studies on phage stability across pH, temperature, and salinity ranges. Our long-term goal is to develop a phage-based hydrogel for treating diabetic wounds. On the regulatory front, we have secured approval from the Attorney General to register our nonprofit organization, the Centre for Phage Biology and Therapeutics. Additionally, we’re expanding into vaccine development; following a research stay in Prof. Roderick's lab at the University of Waterloo, we have initiated the design of a phage-based universal Salmonella vaccine aimed at covering all major serotypes—an urgent need underscored by Africa’s reliance on external vaccine sources during the COVID-19 pandemic. I have signed an MTA agreement with Roderick to use his phage-based vaccine platform patents to enable us to design vaccines against any common disease affecting us. This is only the beginning, but we are proud to be laying the scientific and institutional groundwork for homegrown phage innovation in Africa. Emergent Ventures funded EN before we did and deserves a lot of credit here also. 66: Create An Artificial Kidney For an implantable artificial kidney, the first essential component is a hemofilter designed to emulate the glomerulus. Critical requirements for this hemofilter include high permeability (to maximize flow for a given area), selectivity (specifically, the retention of albumin), and robust blood compatibility (ensuring sustained function over time). Our initial strategy focused on using negative surface charge to reduce fouling. I began by testing polyelectrolyte (PE) coatings on 24nm pore membranes featuring a negative terminal charge, similar to the glomerular barrier. These initial static tests, assessing platelet adsorption in whole blood, yielded positive outcomes for some polyelectrolytes, indicating potentially desirable blood compatibility. However, static test setups are not truly representative of dynamic in-vitro conditions and don't provide data on key parameters like permeability, fouling progression, or changes in membrane selectivity. To address these limitations, I designed and built a blood filtration setup. This system sustains human whole blood in circulation for 20 minutes, allowing us to analyze all the aforementioned parameters, as well as platelet activation markers. This has resulted in a fairly high-throughput system for evaluating any surface coating. I'm pleased to report this setup has been accepted for presentation at this year's European Society for Artificial Organs (ESAIO) conference. I am also currently working on a full manuscript, as I believe this system offers a viable way to partially replace animal experiments in our early-stage research, requiring only 1.2ml of human blood per run. Working with a PhD student (hired to support both this research and work on membrane substrates), we have continued testing these PE coatings, alongside PEG coatings, on our membranes. Here, we're finding that optimization of the coating layer is crucial. With the current PE coatings, we observe a permeability drop of about an order of magnitude compared to the base membrane, making them unsuitable for an implantable device in their present form. This is likely due to the specific nature of the initial PE layer, which we can modify. We also suspect there may be ingress of PE into the pores, meaning we're not achieving just a surface coating (our goal), but rather a very thick coating, which would explain the flux loss. Optimizing the coating process to control penetration depth is now a primary focus of my ongoing work. I am currently aiming for a flux of 20ul/min (as this is cap introduced by the protein gel layer anyway) but for it to be at this 'steady state' permeability without drop in permeability. I am also imaging the membranes after contact with SEM to see if there is indeed any platelet adsorption etc. Tugrul has the dubious honor of maybe being "the only person to climb a 4000m peak with severe kidney failure". To raise money and awareness for his artificial kidney project, he is running Climb Against Time, where he will climb 41 mountains over 4000m (13000 ft) this summer. He is looking for donors and climbing partners. 67: Add Tardigrade Genes To Human Cells The goal of this one was to make hybrid cells that are more resilient for research and certain medical applications. They report: The grant was to synthesize vectors for the expression of humanized tardigrade proteins that can be targeted to different areas of the cell. All the vectors were designed, generated, and transposed into human cells. The proteins all localize successfully (e.g. they match the designed target), with one exception (we are still working on validating it). We've done some stress testing with the trangenic cells, but haven't reached firm conclusions yet. We've further generated some multigene designs but have not yet transposed them into cells, but should shortly. We're hoping to submit a manuscript on the first round later this year. 68: Teach Forecasting To EU Policy-Makers The original project didn't work out, but our grantee (who still prefers to remain anonymous) is now working with an EU think tank pursuing the same agenda, and has been teaching forecasting workshops to policy-makers for the past two months. 69: Platform For Single-Cell Imaging They ended up unable to accept this grant and returned the money. 70: Open Source Polygenic Predictor For EA/IQ They have an update here. They think they have a predictor that can explain 12% of variance in intelligence, and they’re working on validating it and creating an easy-to-use website. 71: Improve Flu Vaccines The grant mainly funded agent based modelling to demonstrate the benefit of pre-existing immunity to pandemic influenza if and when a future pandemic occurs (academic publication will result). The original proposal was to attempt to influence the WHO influenza strain selection process. After attending WHO meetings and a global influenza conference, I believe this is not feasible. Stakeholder feedback was the potential short term negative effect on vaccine hesitancy is believed to outweigh the less tangible future benefit. Given the conservative nature of decision makers, pandemic vaccines are likely to remain research only. There are still green shoots of research into pandemic preparedness/prevention that I am continuing to work on. I'm working under the "Australians for Pandemic Prevention" brand of Good Ancestors, another group that ACX funded in 2024. 72: Scenario Analysis For Developing World Agricultural Programs In addition to the research and analysis funded by the grant, I’ve learned to code with LLMs and have built an MVP of the project. The app is being considered for further development by staff at a large international organization. 73: Further C’s Political Career C’s political career is going well, but he continues to think it wouldn’t be strategic to give more information publicly at this time. Lessons Learned I'm most impressed with our lobbying/advocacy organizations. In particular, Good Ancestors has gotten the Australian government to sign onto an international AI safety declaration, partner with various x-risk-related organizations, and (possibly) extend charity tax deductions to some EA causes that previously didn't have it - I think this on its own goes a substantial way to paying back the cost of all ACX Grants. Coalition to Modify NOTA has a kidney donation bill in front of Congress that the (very illiquid) prediction markets give a 45% chance of passing; if it works, it could save thousands of lives. The Georgists are partly responsible for bills making land value taxes slightly easier to implement in a handful of states. Good Science Project seems to have significantly improved science. Are lobbying organizations a better bet than other types of nonprofit (within the constraints of ACX Grants)? I'm not sure. It could just be that lobbyists are (naturally) better at playing themselves up and sounding successful than (for example) scientists, or that politicians are good at people-pleasing and make people feel heard and encouraged in a way that might not change overall policy later. Also, I recently talked to some grantmakers who funded a lobbying organization that superficially seems excellent, but they expressed concern it was net negative (!) by taking away oxygen and spotlight from potentially more effective orgs. So I am encouraged but wary. Animal welfare organizations were another standout success. Again, I don't know how to think about this - while I think our grantees were exceptional, there's also an issue where the scale of animal welfare challenges is so great, and work on them so neglected, that lots of organizations can save a million chickens here, or a million fish there, without particularly making a splash. On the one hand, this is exactly what effective altruism should be doing - exploring grants that are very high in linear utility even if they don't feel satisfying. On the other, they're unsatisfying - and also hard to assess retroactively. How many chickens should a good animal welfare grant save? Any realistic number will both be overwhelmingly large in absolute terms and far too small in relative terms. I'm most ambivalent about our science grants. Many of them say they are successful and can point to published papers which explain the science they did. But it's hard to judge whether anything useful has changed based on the science getting done. I know it's important to fund basic research and not just last-mile technology startups, but it's hard for a mini-grants program like this one to evaluate these kinds of abstract interventions. One disappointing result was that grants to legibly-credentialled people operating in high-status ways usually did better than betting on small scrappy startups (whether companies or nonprofits). For example, Innovate Animal Ag was in many ways overdetermined as a grantee - former Yale grad and Google engineer founder, profiled in NYT, already funded by Open Philanthropy - and they in fact did amazing work. On the other hand, there were a lot of promising ACX community members with interesting ideas who were going to turn them into startups any day now, but who ended up kind of floundering (although this also describes Manifold, one of our standout successes). One thing I still don't understand is that Innovate Animal Ag seemed to genuinely need more funding despite being legibly great and high status - does this screen off a theoretical objection that they don't provide ACX Grants with as much counterfactual impact? Am I really just mad that it would be boring to give too many grants to obviously-good things that even moron could spot as promising? Someone (I think it might be Paul Graham) once said that they were always surprised how quickly destined-to-be-successful startup founders responded to emails - sometimes within a single-digit number of minutes regardless of time of day. I used to think of this as mysterious - some sort of psychological trait? Working with these grants has made me think of it as just a straightforward fact of life: some people operate an order of magnitude faster than others. The Manifold team created something like five different novel institutions in the amount of time it's taken some other grantees to figure out a business plan; I particularly remember one time when I needed something, sent out a request to talk about it with two or three different teams, and the Manifold team had fully created the thing and were pestering me to launch a trial version before some of the other people had even gotten back to me. I take no pleasure in reporting this - I sometimes take a week or two to answer emails, and all of the predictions about my personality that this implies would be correct - but it's increasingly something that I look for and respect. A lot of the most successful grants succeeded quickly, or at least were quick to get on a promising track. Since everything takes ten times longer than people expect, only someone who moves ten times faster than people expect can get things done in a reasonable amount of time. In almost every case where I thought to myself “this is a cool idea, but I don’t know how it’s going to really pay off, as opposed to reaching a cool intermediate accomplishment and then stagnating”, this was a correct criticism, and I should have taken it more seriously. But I can’t rule out that these were good in vague and hard-to-measure ways that I should take more seriously. This one is really self-serving, but in general when people were good communicators (or even bloggers) and wowed me with the writing-composition of their application, they turned out to be a good bet. And when people were hard to understand and annoying to communicate with, even if their ideas seemed good, they were less likely to pan out. Overall Thoughts The total cost of ACX Grants, both rounds, was about $3 million. Do these outcomes represent a successful use of that amount of money? Very naively, startups originating from ACX Grants have about $50 million in value1. If ACX Grants is equivalent to a pre-seed funder, and pre-seed funders usually get ~5%, then if we were VCs we would have a portfolio worth $2.5 million. About 1/5 of ACX Grants were attempting to be market-valued startups, so if we assume the charitable portion did about as well as the startup portion, then the charity portion is “worth” $10 million. There’s some reason to expect this is too high, since much of the startup value came from one successful outlier. But there’s another reason to expect this is too low, since we were aiming at charity rather than market cap, and any actual market cap that our grantees got was an unexpected side effect. I’m treating this as a sanity check rather than as a real number. It’s harder to produce Inside View estimates, because so many of the projects either produce vague deliverables (eg a white paper that might guide future action) or intermediate results only (eg getting a government to pass AI safety regulations is good, but can’t be considered an end result unless those regulations prevent the AI apocalypse). Because we tend towards incubating charities and funding research (rather than last-mile causes like buying bednets), achieved measurable deliverables are thin on the ground. But here are things that ACX grantees have already accomplished: Improved the living/slaughter conditions of 30 million fish.
Contact: Michael Traner Contact Info: michaeltraner7[a t]gmail[period]com Time: Saturday, October 4th, 4:00 PM Location: Prospect Terrace Park if it is decent weather, the Providence Place Mall Food Court if weather is bad. I'll have a sign saying ACX MEETUP measuring at least three feet diagonally positioned in some conspicuous way. Coordinates: https://plus.codes/87HCRHJV+236 Notes: RSVP to receive weather updates. The fallback location code is https://plus.codes/87HCRHGM+VH, inside the Providence Place Mall. Tennessee BRENTWOOD Contact: JG Contact Info: cubic[period]admirer_3j[a t]icloud[period]com Time: Sunday, September 14th, 1:30 PM Location: John P Holt Brentwood Library. If weather is good, outside near the spring house behind the library. If weather is bad, inside in the Shaw study room. Coordinates: https://plus.codes/867MX6V5+RR Notes: RSVP appreciated but not required
Each of these has their own local story. In Britain, it’s the paradoxical effects of Brexit. In the US, it’s Joe Biden being soft on immigration. And so on - but should we be looking for some deeper cause that explains the overall phenomenon? A commenter suggests “a way to soak up all the inflation from the COVID money printing”, but I can’t tell if that even makes sense. Still, should something something COVID be a leading hypothesis? 27: Jesse Singal vs. Mark Stern on the Skrmetti Supreme Court case that failed to overturn Tennessee’s ban on gender medicine. US law bans sex discrimination, so pro-transgender advocates argued that, since doctors often prescribe eg estrogen to biological women, it was sex discrimination to ban prescribing it to biological men. Tennessee’s anti-transgender argument was that they weren’t discriminating by sex, they were discriminating by diagnosis (estrogen for eg hot flashes, vs. estrogen for gender transition). There is some subtlety here (if a biological man grows breasts because of some hormone imbalance, doctors might give him testosterone to counteract it, and this seems sort of like giving biological women testosterone to make them look less like women), but these are still sort of different diagnoses (gynecomastia vs. gender dysphoria) and Tennessee said you can still think of it as diagnostic discrimination rather than sex discrimination. This makes sense, except that the standards around sex discrimination are very strict and sort of box the court in here. And in a fit of wokeness, the 2020 court (including some of the conservative justices hearing this case) applied these standards very strictly and ruled that discriminating against gays was a form of sex discrimination (since if women can date men, it’s sex discrimination if men can’t also date men), and this is obviously the same argument. Now that wokeness is less popular, the court wants to rule against transgender, but it can’t help tripping over its previous ruling and giving some kind of unprincipled confusing non-opinion. 28: Contra compelling anecdotes, only ~5% of people raised very religious end up atheist later in life (X). Most people are about as religious as their parents; most exceptions are only slightly less religious, and most families that secularize do it over several generations. Note: percentages are of total, not of each row! 29: Related: social science team proposes a three-stage model of secularization: decreased public ritual participation → decreased personal importance → decreased identification, presents apparently confirmatory data. If true, would be somewhat inconsistent with intellectual models (eg people learn about evolution and start doubting the Bible) and more consistent with institutional models (eg the government provides welfare so people no longer need to be part of a tight-knit church). 30: Navigating LLMs’ spiky intelligence profile is a constant source of delight; in any given area, it seems like almost a random draw whether they will be completely transformative or totally useless. Now Ethan Strauss reports that they are, for some reason, extraordinarily effective at teaching people golf. “I am predicting the Golf Revolution, or perhaps decline, if your perspective is that optimization tends to ruin hobbies. A sport for obsessives has been gifted the ideal tool for refinement.” 31: Claim (via nxthompson on X): “In a huge survey of young kids about phones and technology, they all say they want to be out playing in the real world. But parents don't let them out unsupervised. So they're stuck on their phones.” Interesting, but I’m nervous about social desirability bias - how many adults would say on a survey that they would rather be on their phones than playing with friends? But adults do have this choice and mostly go with the phones. 32: Steven Adler on AI psychosis. He tries to analyze ER admissions data for psychosis and finds no change. I don’t think anyone reasonable expected this to be a large enough effect to show up in ER admissions data, but there are lots of unreasonable people so I appreciate his effort. He thinks AI companies might have better data on this, and encourages them to release it. 33: Cuartetera was the greatest polo horse ever. Polo players responded in a very practical way: they cloned her, dozens of times (and it worked; the clones are also excellent). Now there is a lawsuit as different polo teams fight to get their hands on Cuartetera clones. What is the equilibrium? If the outsiders get their hands on the genetic material, do we see a world where every polo horse is a Cuartetera clone? How much is lost if nobody ever tries to breed a polo horse better than Cuartetera (since the economics might not check out if the odds of success for any given foal is too low)? H/T Gwern and Siberian Fox (on X). 34: Claim: as of 2013, India’s Agarwal caste, who make up less than 1% of the population, got 40% of the e-commerce funding. 35: Owlposting: What Happened To Pathology AI Companies? Pathology is a medical specialty. A typical task involves looking at a microscope slide full of cells and trying to determine if any of them are cancerous. This seems like a good match for AI - and for years, studies have been showing that in fact AI can equal human experts. So why isn’t it being used more? The author’s three answers: first, slide scanning is expensive and clunky, and you can’t apply AI to a slide until you digitize it. Second, it’s hard to figure out a business plan where this saves someone money and doesn’t step on the toes of big companies that can outcompete anyone they don’t like. Third, pathologists use the context of a patient’s entire clinical history when they interpret a slide, and AIs that can’t do that (either because of technical limitations or legal/privacy limitations) are at a disadvantage even if their skills specifically relating to slide-reading are better. 36: Noahpinion: Will Data Centers Crash The Economy? Suppose that AI is a bubble, either permanently (because the technology isn’t really transformative) or temporarily (because it can’t transform things quickly enough to keep up with all the dumb money pouring into it). Will the sudden write-off of data centers lead to a broader economic collapse? In 2001, the dot-com bubble harmed the tech sector, but didn’t take the rest of the economy down with it; in 2008, the subprime mortgage bubble did take the rest of the economy down with it, because it damaged banks that the whole economy relied on. The optimistic case for AI is that data center spending is mostly coming from big companies like Google and Meta that can absorb a lot of loss. The pessimistic case is that some of the money is coming from private credit, a new-ish form of finance which hasn’t really been stress-tested and whose failure modes are still poorly understood. Noah’s final verdict: the stage isn’t obviously set for a crisis yet, but there’s the potential to get there and we should consider acting (how?) early. 37: The latest Twitter talking point is that universal hepatitis B vaccination at birth is “woke”: Hep B is (aside from mother-to-child transmission) often sexually transmitted, slutty women’s children are more likely to have Hep B, so perhaps giving the vaccine to everyone (instead of testing and only giving to the children of women who test positive) is an attempt to spare slutty women the embarrassment of getting a positive test. Ruxandra Teslo provides the counterargument - Hep B tests take a while, the medical system is fragmented, and any attempt to test people and then give the vaccine inevitably leads to many positive tests falling through the cracks. Vaccinating at birth is easy and hard to screw up, the vaccine has no known side effects, and empirically child Hepatitis B rates go down (by as much as 2/3!) when countries switch from test-and-vaccinate to universal vaccination. This benefits everyone - even people who never have unprotected sex and always follow up on their medical tests - because toddlers in daycare exchange saliva copiously, and if your toddler exchanges saliva with a Hep B positive toddler they could get the disease. A funny Twitter interaction was seeing Republicans in Congress hop on the anti-slut anti-vaccination bandwagon - except for Senator Bill Cassidy (R-Louisiana), who happens to be a liver doctor, and who is still fighting the good fight. I am always nervous when a good person who I like starts engaging on Twitter, since it elevates the discourse there but also gradually turns their brain into mush - but Ruxandra has made the leap and is doing a great job not just on bio related topics but also (for example) countering Curtis Yarvin on the history of her native Romania. 38: The response to GPT-5 was confusing; most specific people who reviewed it said they were impressed (Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin), it performed as expected on formal benchmarks, but the overall vibes declared it a big failure. Peter Wildeford speculated that maybe there was some kind of sinister pay-to-play early access bias involved. Zvi went the other way, calling it a “reverse DeepSeek moment” (insofar as DeepSeek was a pretty average model that got glowing praise.) In the end, I agree with Peter that this was mostly a branding issue. o3 was a genuinely revolutionary model; if OpenAI had called it “GPT-5”, it would have met expectations. Instead, they called it “o3”, and called a minor incremental update a few months later “GPT-5”. Then people got mad that the exciting-sounding “GPT-5” was merely an incremental update. A secondary issue was that the router wasn’t very good, and so many queries got routed to a small version without thinking mode that was if anything a downgrade from o3. I think this tweet by Shakeel perfectly encapsulates the essence of GPT discourse in two sentences: …but maybe it’s worth asking why GPT-5 isn’t bigger than o3. Was 4.5 a failed attempt at scaling? Did it fail in a way that sort of back-handedly justifies the “lost steam” take? Does the answer depend on distinctions between pre-training scaling, post-training scaling, etc? How? 39: This month in etymology: did you know that “oy vey” is a “fully Germanic phrase” which is cognate with English “oh woe!” (h/t Wylfcen on X) 40: mRNA shows promise to be a game-changing treatment for cancer, but RFK is trying to halt research. But so far he can only starve it of money, not ban it, and the funding gap is only $500 million. Will there be enough philanthropic billionaires and private foundations to step up? Zvi points out that although there is usually a game of chicken where foundations are hesitant to touch something the government cancelled lest the government decide it can cancel everything and hope philanthropists pick up the bill, in this case there are no game theory considerations - RFK is halting it because he genuinely wants it halted, and they are thwarting him rather than playing into his hands. The only problem is that $500M is a lot of money for the private sector; a few foundations could technically afford it, but not many could afford it comfortably and still have money left over for the next few crises of this magnitude. I hope someone is trying to organize a coalition. 41: AI fantasy flash fiction Turing test. Eight stories about demons, four by famous fantasy authors, four by ChatGPT. After 3000 votes, AI wins: humans can't tell the difference and slightly prefer the AI stories. My own score was only 75%. But I will say that I thought Mark Lawrence's was obviously the best, I was ~100% sure it was human, and it convinced me that regardless of the official results it's still possible to write flash fiction that an AI obviously can't do. 42: “SignPro” offers customized “In This House We Believe” signs, try not to use this for evil. 43: China think tank assessment of how in control Xi is: still very in control, maybe not infinitely in control. 44: Related - did you know (h/t xlr8harder) that if you ask AI to write a science fiction story, it will very often name the protagonist “Elara Voss” (or some very close variant like Elena Voss), and this remains true across various models and versions? Related: Chelsea Voss of OpenAI is having a baby and has the opportunity to do the funniest thing. 45: “Hector (cloud) is a cumulonimbus thundercloud cluster that forms regularly nearly every afternoon on the Tiwi Islands in the Northern Territory of Australia…[he is sometimes called] Hector the Convector”. 46: British allergy sufferers who want to know the ingredients of things demand that British cosmetics stop listing their ingredients in Latin. “For example, sweet almond oil is Prunus Amygdalus Dulcis, peanut oil is Arachis Hypogaea, and wheat germ extract is Triticum Vulgare.” 47: Text-based RPG about being an NYT journalist at the Manifest prediction market conference. I make a brief appearance. 48: Study uses supposedly-random variation in doctor assignments to test whether the marginal mental health commitment is good or bad for patients, finds that it is quite bad. Freddie de Boer is violently skeptical (maybe literally so?) and makes some good points about how a single quasi-experimental study is never absolute proof. But I don’t think he quite justifies his opinion that the paper was irresponsible and should never have been published; it’s just a normal quasi-experimental study that we should nod and say “huh” at but not overweight as the culmination of all possible research that overcomes all possible priors. My prior is that the marginal commitment is pretty useless (many commitments are just “well, since this person arrived at our ED for some reason, it would look bad from a medico-legal perspective to just let them go, so let’s keep them a few days to evaluate” - and yeah, you should be upset about this) but I’m still surprised by how many outright negative (as opposed to zero) effects the researchers found. The strongest argument for negative effects is that it will make some people miss work and maybe lose their job. But this study found that commitment ~doubles the risk of near-term suicide (admittedly only from 1% to 2%), which would have been outside my confidence intervals for how bad it could be. I suspect confounding, but only on general principle, and I wouldn’t be too surprised either way. 49: This tweet is probably bait, but I found it a thought-provoking question: I think there’s a boring answer, where the law is more complex than just a single number and whatever kind of weird trafficking Epstein was doing is worse than whatever normal relationships these European laws are permitting. But assuming that there’s a substantive difference even after taking that into account, I think my answer is something like - we’ve got to divide kids from adults at some age, there’s a range of reasonable possible ages, we shouldn’t be too mad at other societies that choose different dividing lines within that range - but having decided upon the age, we’ve got to stick with it and take it seriously (in the sense of penalizing/shaming people who break it). This is more culturally relativist than I expected to find myself being, so good job to Richard for highlighting the apparent paradox. 50: Dilan Esper describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X). Parts I found interesting: none of the lawyers knew Thiel was funding the lawsuit; Gawker probably could have won if they had been slightly competent but kept "shooting themselves in the foot"; and Gawker probably could have won if they had just pixelated the private parts in the video. 51: Amazing concept and poems (link on X): I tried to see if AI could do this, and it did something that technically met the requirements but had zero artistic merit - using a lot of words like “nowhere” and “outside” in one, then separating them out to “no where” and “out side” in the other. I didn’t invest much energy in creating a clever prompt telling it not to do that, so feel free to report if you get better success. 52: New study claims consultants are actually good, at least for profits: "We find positive effects on labor productivity of 3.6% over five years, driven by modest employment reductions alongside stable or growing revenue" 53: A Polish team tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, has to make some changes but claims mostly positive results. 54: New big multi-author Substack, The Argument, trying to be a sort of center-left version of the model pioneered by The Free Press and other high-production-value ideological Substack properties. Excited to see Kelsey Piper is involved, and she starts off strong with a post on the latest round of First World basic income studies, which find few positive effects. This is surprising, because recipients didn’t waste the money on alcohol or gambling or anything - they paid down debt and got useful goods. Still, it didn’t even affect things that should have been obvious, like stress level. It’s not even clear that amounts of money large enough to help with rent made homeless people more likely to get houses! Matt Bruenig criticizes the article, accusing Kelsey’s studies of being downstream of Perry Preschool style dreams that exactly the right welfare program will have massively compounding effects that cut poverty out at the root and turn everyone into elite human capital; he thinks giving people money won’t do this, but it will increase equality and give the poor better lives. I assume he’s not a strong hereditarian, but his argument makes even more sense from that perspective, and I’ve certainly criticized dumb outcome measures like infant brain waves which we have only tenuous reasons to think are related to anything we care about. But Kelsey reasonably responds that the outcome measures she’s talking about include stress level and life satisfaction. To defuse this critique, Bruenig either has to argue that our construct “life satisfaction” doesn’t really measure whether someone’s life is satisfactory, or else claim that giving poor people satisfactory lives isn’t really what we’re going for - which I think would require more explanation on his part. There’s some further (impressively acrimonious) debate on X, but I don’t see anything that addresses my core concern. GiveDirectly, a charity involved in basic income experiments, has a presponse here; they say that some studies are positive, and that the ones that aren’t might have tried too little cash to matter, or been confounded by COVID making everything worse. They also point out that basic income is harder to study than traditional programs like giving people housing, because if you’re giving housing you can measure housing-related outcomes directly and have a pretty good chance of getting enough statistical power to find them, but since everyone spends cash on different things, the positive effects might be scattered across many different outcomes (and therefore too small to reach significance on each). Everyone involved in this debate wants to emphasize that the poor results are for First World studies only, and that studies continue to show large benefits to giving cash in the developing world. 55: Related: I was less impressed by The Argument’s first foray into housing policy, which follows an all-too-familiar pattern: Some people say they don’t like noise and disorder and try to make rules against it in their apartments.
Inline links: Jesse Singal vs. Mark Stern, only ~5% of people raised very religious end up atheist later in life (X), https://substackcdn.com/image/fetch/$s_!VScL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2509e243-f6f7-4448-9779-a8f9be45a2f9_1500x1500.png, proposes a three-stage model of secularization, extraordinarily effective at teaching people golf, nxthompson on X, a huge survey, Steven Adler on AI psychosis, they cloned her, dozens of times, a lawsuit, Gwern, on X, got 40% of the e-commerce funding, What Happened To Pathology AI Companies?, Will Data Centers Crash The Economy?, Ruxandra Teslo provides the counterargument, and who is still fighting the good fight, countering Curtis Yarvin on the history of her native Romania, Ethan Mollick, Tyler Cowen, Nabeel Qureshi, Taelin, on formal benchmarks, speculated, a “reverse DeepSeek moment”, with Peter, this tweet by Shakeel, https://substackcdn.com/image/fetch/$s_!GJNZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3ba0d8cf-fab8-4370-bcad-df789e157fdc_591x402.png, Wylfcen on X, Zvi points out that, AI fantasy flash fiction Turing test, customized “In This House We Believe” signs, China think tank assessment of how in control Xi is, xlr8harder, Chelsea Voss of OpenAI is having a baby, Hector (cloud), demand that British cosmetics stop listing their ingredients in Latin, Text-based RPG about being an NYT journalist at the Manifest prediction market conference, finds that it is quite bad, violently skeptical, literally so?, This tweet, https://substackcdn.com/image/fetch/$s_!S9fU!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa558c09b-7fb6-40a8-a8a0-27b658a2c876_576x687.png, describes his experience as one of Hulk Hogan’s attorneys in the Gawker lawsuit (X), link on X, https://substackcdn.com/image/fetch/$s_!zyh7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F75e9f0f6-d794-4ea2-b24b-5d4803bf28dc_590x478.png, New study claims consultants are actually good, tries to test Peter Turchin’s equations for predicting political unrest on recent Polish history, The Argument, a post on the latest round of First World basic income studies, criticizes the article, infant brain waves, debate on X, has a presponse here, first foray into housing policy
Contact: Mike Contact Info: michaeltraner7[@]gmail[.]com Time: Saturday, May 16th, 4:00 PM Location: Prospect Terrace Park if it is decent weather, the Providence Place Mall Food Court if weather is bad. I’ll have a sign saying ACX MEETUP set up nearby. Coordinates: https://plus.codes/87HCRHHV+X3 Tennessee NASHVILLE Contact: Jonah Contact Info: generalpurposeemail1[@]gmail[.]com Time: Saturday, April 25th, 2:00 PM Location: At the outdoor seating area directly in front of Nicholas Zeppos College at Vanderbilt university. Here is a Google map pin https://maps.app.goo.gl/dQJLv8ix3mn7f4rq6?g_st=ic Please join the Group Me (https://groupme.com/join_group/114018377/7wuY7gPP) for pictures of the seating area and to talk to us if you have trouble finding us. Address: 45WV+J3R Nashville, Tennessee Coordinates (36.1466033, -86.8073613). Free parking is a 5-10 minute walk away at Centennial Park and, especially, at Martin’s BBQ Joint on Elliston Place. Paid parking that’s a 2-3 minute walk away can be found along the entire stretch of West End Avenue that overlaps with Vanderbilt’s main campus (on the street facing side of Nicholas Zeppos College). You could also park at the Vanderbilt bookstore parking lot, but parking is limited to an hour and I’ve been towed there before (whereas Martin’s BBQ has never failed me). Coordinates: https://plus.codes/868M45WV+J2 Group Link: https://groupme.com/join_group/114018377/7wuY7gPP Notes: Please join the GroupMe so we can cater for the appropriate number of people and choose foods everyone will enjoy.
Inline links: https://plus.codes/87HCRHHV+X3, https://maps.app.goo.gl/dQJLv8ix3mn7f4rq6?g_st=ic, https://groupme.com/join_group/114018377/7wuY7gPP), https://plus.codes/868M45WV+J2, https://groupme.com/join_group/114018377/7wuY7gPP
Contact: Jonah Contact Info: generalpurposeemail1[@]gmail[.]com Time: Saturday, April 25th, 2:00 PM Location: At the outdoor seating area directly in front of Nicholas Zeppos College at Vanderbilt university. Here is a Google map pin https://maps.app.goo.gl/dQJLv8ix3mn7f4rq6?g_st=ic Please join the Group Me (https://groupme.com/join_group/114018377/7wuY7gPP) for pictures of the seating area and to talk to us if you have trouble finding us. Address: 45WV+J3R Nashville, Tennessee Coordinates (36.1466033, -86.8073613). Free parking is a 5-10 minute walk away at Centennial Park and, especially, at Martin’s BBQ Joint on Elliston Place. Paid parking that’s a 2-3 minute walk away can be found along the entire stretch of West End Avenue that overlaps with Vanderbilt’s main campus (on the street facing side of Nicholas Zeppos College). You could also park at the Vanderbilt bookstore parking lot, but parking is limited to an hour and I’ve been towed there before (whereas Martin’s BBQ has never failed me). Coordinates: https://plus.codes/868M45WV+J2 Group Link: https://groupme.com/join_group/114018377/7wuY7gPP Notes: Please join the GroupMe so we can cater for the appropriate number of people and choose foods everyone will enjoy.
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