US
Article
US is a recurring place in the Astral Codex Ten archive, appearing 150 times across 150 issues between January 28, 2021 and March 03, 2026. The archive places it in contexts such as “Suppose you make the US median income of $36,000/year”; “When will 50% of the US population be vaccinated?”; “polarization is definitely rising in the US”. It most often appears alongside China, United States, America.
Metadata
- Category: Places
- Mention count: 150
- Issue count: 150
- First seen: January 28, 2021
- Last seen: March 03, 2026
Appears In
- Ontology Of Psychiatric Conditions: Taxometrics
- Metaculus Monday
- Book Review: Why We’re Polarized
- Ontology Of Psychiatric Conditions: Tradeoffs And Failures
- Ezra Klein On Vetocracy
- Mantic Monday: Judging April COVID Predictions
- Open Thread 161
- Book Review: The New Sultan
- 2020 Predictions: Calibration Results
- Your Book Review: Order Without Law
- Prospectus On Próspera
- Book Review: Global Economic History
- Mantic Monday: Predictions For 2021
- Your Book Review: Double Fold
- Book Review: A Brief History Of Neoliberalism
- Theses On The Current Moment
- Welcome To The Terrible World Of Prescription-Only Apps
- Highlights From The Comments On CBT-i Apps
- Highlights From The Comments On Culture Wars
- Peer Review Request: Depression
- Your Book Review: Down And Out In Paris And London
- 21
- Book Review: How Asia Works
- Highlights From The Comments On “How Asia Works”
- Lockdown Effectiveness: Much More Than You Wanted To Know
- Book Review: Crazy Like Us
- Highlights From The Comments On “Crazy Like Us”
- Open Thread 182
- 26
- When Does Worrying About Things Trade Off Against Worrying About Other Things?
- 21
- Adumbrations Of Aducanumab
- Contra Hanania On Partisanship
- Highlights From The Comments On Aducanumab
- Open Thread 189
- Book Review: Modi - A Political Biography
- Book Review: The Revolt Of The Public
- Non-Cognitive Skills For Educational Attainment Suggest Benefits Of Mental Illness Genes
- Highlights From The Comments On Orban
- MM: Omicron Variant
- Book Review: Lifespan
- 21
- Does Georgism Work? Part 1: Is Land Really A Big Deal?
- The FDA Has Punted Decisions About Luvox Prescription To The Deepest Recesses Of The Human Soul
- Mantic Monday: Dogs In Wizard Hats
- Links For December
- Highlights From The Comments On “Don’t Look Up”
- Book Review: Which Country Has The World’s Best Health Care?
- Grading My 2021 Predictions
- Highlights From The Comments On Health Care Systems
- The Passage Of Polymarket
- ACX Grants ++: The Second Half
- Ukraine Warcasting
- Ukraine Thoughts And Links
- Open Thread 215
- 22
- Who Gets Self-Determination?
- Highlights From The Comments On Self-Determination
- Dictator Book Club: Xi Jinping
- Links For April
- Highlights From The Comments On Xi Jinping
- Birth Order Effects: Nature vs. Nurture
- 22
- Your Book Review: Public Choice Theory And The Illusion Of Grand Strategy
- Your Book Review: The Internationalists
- Highlights From The Comments On The 2020 Homicide Spike
- Your Book Review: The Righteous Mind
- Your Book Review: Viral
- Slightly Against Underpopulation Worries
- Why Not Slow AI Progress?
- Book Review: What We Owe The Future
- From Nostradamus To Fukuyama
- Highlights From The Comments On Columbus Day
- Semaglutidonomics
- Why I’m Less Than Infinitely Hostile To Cryptocurrency
- Highlights From The Comments On Bobos In Paradise
- Prediction Market FAQ
- Highlights From The Comments On The Media Very Rarely Lying
- 2023
- Response To Alexandros Contra Me On Ivermectin
- Mostly Skeptical Thoughts On The Chatbot Propaganda Apocalypse
- Links For February 2023
- Grading My 2018 Predictions For 2023
- Book Review: The Geography Of Madness
- Highlights From The Comments On Telemedicine Regulations
- Most Technologies Aren’t Races
- Book Review: From Oversight To Overkill
- Highlights From The Comments On Housing Density And Prices
- Highlights From The Comments On Long COVID And Bisexuality
- 23
- Hypergamy: Much More Than You Wanted To Know
- Your Book Review: Lying for Money
- Your Book Review: Man’s Search for Meaning
- Is There An Illusion Of Moral Decline?
- Tales Of Takeover In CCF-World
- Highlights From The Comments On British Economic Decline
- Meetups Everywhere Fall 2023 - Call For Organizers
- Dictator Book Club: Putin
- Links For August 2023
- Highlights From The Comments On Putin
- Your Book Review: The Weirdest People in the World
- Contra Kirkegaard On Evolutionary Definitions Of Mental Illness
- Highlights From The Comments On Elon Musk
- Links For September 2023
- Dictator Book Club: Chavez
- Highlights From The Comments On Kidney Donation
- Hardball Questions For The Next Debate
- Followup: Quests And Requests
- Links For November 2023
- Apply For An ACX Grant (2024)
- Does Capitalism Beat Charity?
- Against Learning From Dramatic Events
- The Mystery Of Internet Survey IQs
- Highlights From The Comments On “The Origin Of Woke”
- 24
- Links for May 2024
- Contra Stone On EA
- Nobody Can Make You Feel Genetically Inferior Without Your Consent
- Highlights From The Comments On Mentally Ill Homeless People
- Open Thread 340
- Matt Yglesias Considered As The Nietzschean Superman
- Meetups Everywhere Fall 2024 - Call for Organizers
- Altruism And Vitalism As Fellow Travelers
- Highlights From The Comments On Nietzsche
- Your Book Review: The Pale King
- Links For September 2024
- Against The Cultural Christianity Argument
- Links For November 2024
- Against The Generalized Anti-Caution Argument
- Prison And Crime: Much More Than You Wanted To Know
- Highlights From The Comments On Prison
- H5N1: Much More Than You Wanted To Know
- How To Stop Worrying And Learn To Love Lynn’s National IQ Estimates
- Highlights From The Comments On Lynn And IQ
- Money Saved By Canceling Programs Does Not Immediately Flow To The Best Possible Alternative
- ACX Grants 1-3 Year Updates
- Book Review: Arguments About Aborigines
- Suddenly, Trait-Based Embryo Selection
- Open Thread 393
- Fall Meetups Everywhere - Call for Organizers
- Your Review: My Father’s Instant Mashed Potatoes
- Links For September 2025
- Book Review: If Anyone Builds It, Everyone Dies
- Links For October 2025
- Links For December 2025
- Highlights From The Comments On Vibecession
- Highlights From The Comments On Boomers
- Mantic Monday: The Monkey’s Paw Curls
- Links For February 2026
- Mantic Monday: Groundhog Day
Related Pages
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- China (48 shared issues)
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- United States (43 shared issues)
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- America (39 shared issues)
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- Trump (37 shared issues)
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- Twitter (35 shared issues)
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- Russia (32 shared issues)
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- COVID (30 shared issues)
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- Scott (30 shared issues)
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- Google (29 shared issues)
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- Ukraine (28 shared issues)
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- Germany (27 shared issues)
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- Japan (26 shared issues)
External Links
Source Context
Recovered passages from the original issue text. When the raw archive preserved outbound links inside the source passage, they are listed directly under the quote.
Suppose you make the US median income of $36,000/year. You live in an average American town where you see people of various social strata. Your doctor makes $200,000/year and drives a Tesla. Your sister is a single mother making $20,000/year, and needs food stamps to make ends meet. You probably think you have a good sense of class distinctions.
Okay, now we're getting into things we can be properly horrified about. The exact question is "Before 2023, will the United States CDC recommend that those who have already been vaccinated for SARS-CoV-2 (COVID-19) be vaccinated again due to a mutation in the virus?"
Inline links: The exact question is
Late last year, when coronavirus had already killed 285,000 Americans, Metaculus asked users to predict how many would be dead by the end of 2021. The guesses started at about 500,000. But as cases rose further through December and January, the guesses rose too, until now they're averaging almost 690,000 people.
Inline links: asked users to predict
When will 50% of the US population be vaccinated? Metaculus defines this as getting both doses of a two-dose vaccine; right now 1.5% of Americans are vaccinated by this definition. Metaculus seems to think we'll reach 50% by June. My main reason for pessimism is that only about 50% of Americans really want the COVID vaccine immediately - the rest say they'll "wait and see". Some of those people probably will be satisfied once there are no major side effects. Others will see COVID rates go down (as they inevitably will during the spring) and decide they don't need it. I don't think the average Metaculan truly understands the difficulty involved in getting random people to accept public health interventions in any situation other than "you will die IMMEDIATELY if you don't do this". And there's a wild card scenario where the virus mutates, the vaccine doesn't work as well, and people decide it's no longer worth it.
Did you know that seventy years ago, our grandparents were having an underpolarization crisis? True! In 1950, the American Political Science Association "released a call to arms...pleading for a more polarized political system". The report argued that "the parties contain too much diversity of opinion and work together too easily, leaving voters confused about who to vote for and why". Everyone agreed with each other so much, and compromised so readily, that supporting one party over the other seemed almost pointless.
That having been said, I don't think he acquits himself well here. Some of his arguments aren’t great (the Republicans "launched a bizarre and unpopular campaign to impeach Clinton", but Clinton was obviously okay and didn't deserve impeachment, so the GOP has gone crazy and is a threat to democracy). He refers to data "showing Congressional Republicans have moved further left than Democrats have moved right", which I think is a typo (isn't the usual argument that Republicans have moved further right than Democrats have moved left?) but he never gets around to presenting it, instead gesturing at how it's obvious by looking at the Trump campaign vs. the Clinton campaign. This does not seem obvious to me. Trump holds basically the same positions that Americans in the mainstream of either party would have held in a less polarized time (eg 1995); Clinton holds positions that everyone in 1995 (including her husband) would have thought insane, radical, and ultra-far-left.
Klein calls this "the Democratic party more successfully resisting polarization", and thinks of this as related to structural differences between the two parties. He says that the Republican Party represents the modal American on various characteristics, eg Christian (the most common religion), white (the most common race), straight (the most common sexual orientation), etc, whereas the Democrats represent everyone else (eg Muslims, Jews, atheists, and every minority religion; blacks, Asians, Hispanics, and every minority race; etc). That means the Republicans are more ideologically uniform - Christians are genuinely similar to other Christians, but Jews are only superficially similar to Muslims by virtue of their non-Christianness. That means ideology can't really capture the Democratic Party in the same way it captures the Republican Party. One point kind of in support of this - ask Democrats their favorite news source, and you get a long tail of stuff (most popular is CNN at 15%, then NPR at 13%, and so on). But ask conservatives and it's dominated by FOX (47%). Does this lack of news-source diversity reflect a lack of ideological diversity? Could be.
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I’ve covered Congress for almost 20 years. The place is littered with proposals to construct universal pre-K and reimagine the health system, to decarbonize the US economy and incentivize drug development through prizes and solve the housing crisis. They just don’t pass. It’s become a running joke in Washington that every week is “infrastructure week.” But we’re not rebuilding American infrastructure.
Here’s my answer: The institutions through which Americans build have become biased against action rather than toward it. They’ve become, in political scientist Francis Fukuyama’s term, “vetocracies,” in which too many actors have veto rights over what gets built. That’s true in the federal government. It’s true in state and local governments. It’s even true in the private sector.
In a viral essay, venture capitalist Marc Andreessen makes a simple exhortation: It’s time to build. Behind the coronavirus crisis, he writes, lies “our widespread inability to build.” America has been unable to create enough coronavirus tests, or even enough cotton swabs to fully utilize the tests we do have. We don’t have enough ventilators, ICU beds, personal protection equipment. The government hasn’t built the capacity to quickly get money to people or businesses who need it.
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The Turkish word for "deep state" is derin devlet. Americans only recently became interested in the Deep State; Turks have a longer history of concern.
If you asked me for my top three recommendations for shoring up American democracy against Erdogan’s particular playbook, I think at this point they would be something like:
In the course of normal politics, culture, or almost anything else, the elites will always end out on top. This flirts with tautology - of course whoever ends up on top will be a member of the elite! - but on a deeper level it isn't - the populace and elites are different social classes and cultures, so this claim identifies a particular class/culture that always gets its way. The American equivalent might be pointing out that the winner of the Academy Awards is probably going to be from a coastal liberal secular background, and not an evangelical Protestant from Nebraska. Same for the Dean of Harvard, the editor of the New York Times, etc.
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(Sperm whales also swim in schools, so ideally you want to kill a bunch of them and then come back for the corpses. If you killed a whale, you could plant a flag in it, which gave you claim for longer than a harpoon. You had to be given reasonable time to come back, and might take ownership even if the taker had started cutting in. Ellickson doesn’t say explicitly, but it sounds like American whalers in the Pacific might have had this rule, but not American whalers operating from New England, for unclear reasons.)
This section is one place where Ellickson talks about the hypothesis as concerning dynamics. There are only five American court cases on this subject, and four of them involved whales caught between 1852 and 1862 in the Sea of Okhotsk; the other was an 1872 decision about a whale caught in that sea in an unstated year. Americans had been whaling for more than a century, so why did that happen? The whales in that area were bowheads, for which fast-fish may have been more utilitarian than first-iron. Ellickson speculates that “American whalers, accustomed to hunting sperm whales in the Pacific, may have had trouble making this switch.”
The Association of American Publishers tells us that campus copyright violation is (Ellickson quotes) “widespread, flagrant, and egregious”. They seem to be right. Ellickson asked law professors directly, and almost all admit to doing it – though not for major portions of books. The managers of law school copy rooms don’t try to enforce the rules, they let the professors police themselves. Several commercial copy centres made multiple copies for him of an article from a professional journal. “I have overheard a staff member of a copy center tell a patron that copyright laws prevented him from photocopying more than 10 percent of a book presented as a hardcopy original; the patron then asked whether he himself could use the copy center’s equipment to accomplish that task and was told that he could.”16
Inline links: 16
Australia, Austria, Belgium, Canada, Chile, Denmark, Dubai, Estonia, Finland, France, Germany, Iceland, Ireland, Hong Kong, Israel, Italy, Japan, South Korea, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Poland, Spain, Sweden, Singapore, Switzerland, United Kingdom, and United States of America
Brimen comes from Venezuela, where he briefly flirted with socialism and Chavismo as a teenager before “reality…opened my eyes to just how wrong I was”. He emigrated to the United States, entered finance, rose through the ranks, founded an insurance company in Colombia, and eventually started a “social impact investing” corporation called NEWay Capital to promote growth in Latin America. Próspera started out as one of NEWay’s projects and quickly grew into a separate and more ambitious company.
Inline links: “reality…opened my eyes to just how wrong I was”
Thousands of Hondurans make the dangerous journey to the United States in search of freedom, safety, and a living wage. They're tired of poverty and murder and corruption and think that a well-run polity with capitalist institutions can help them build a better life. I can’t blame them one whit. America is a better place to live than Honduras. This isn't because Americans are smarter, or harder-working, or morally superior. It's because Honduras has bad institutions.
The USA and most of Western Europe tried this in the early 1800s, and it went pretty well. By the late 1800s, these countries were competitive with Britain, and the US had surpassed it (Allen attributes US ascendancy to the American frontier; US bosses had to offer good wages to keep factory workers from going West and becoming pioneer farmers instead; unusually high American wages meant unusually strong American pressure to industrialize). All of this was nice and straightforward and lulled everyone else into a false sense of security.
Other countries tried the Standard Model but couldn't quite get it to work. Mexico tried, but was screwed over by geography and racial inequality. Mexico's industrial heartland is in the center of the country, in the mountains near Mexico City, and there wasn't a great way to get products to the coast where they could be traded with Europe. Also, its racial caste system made the elites nervous about educating the (mostly mestizo) masses, so they were never able to really get the education prong worked out (the US had the same issue with blacks, but blacks are only 12% of Americans, and mestizos are ~80% of Mexicans). The independent countries of western South America had similar problems. Russia tried this a little, but also had crappy geography and serfdom. Other countries were mostly European colonies at this point; their colonial masters did a pretty good job with Prong 1 (especially building railroads), but absolutely banned Prong 2 and were generally weak on the others.
And how does globalization fit into this picture? New parts of existing countries are able to develop relatively quickly - for example, when the US took California from Mexico, it eventually converged to US (not Mexican) standards of living. If a New California were to rise out of the Pacific Ocean just west of the regular one, and Americans were to colonize it, I would expect it to also converge to normal US standards of living eventually. Why? In 2021, New California has nothing, and (eg) India has much more than nothing. How come we are more certain that New California will soon get First World living standards than that India will? If the answer is something like “because American companies can expand to New California and trade with other Americans without tariffs”, doesn’t that mean that if India invites US companies in, lowers tariffs, and has good institutions - then they too can quickly converge to US standards of living? But isn’t that the opposite of GED:VSI’s thesis? I’m not saying they’re wrong - I assume development economists know what they’re talking about - but it confuses me and this book didn’t give me a great answer.
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If you enter a major research library in the US today and request to see a century-old issue of a major American newspaper, such as Chicago Tribune, The Wall Street Journal, or major-but-defunct newspapers such as the New York “World,” odds are that you will be directed to a computer or a microfilm reader. There, you’ll get to see black-and-white images of the desired issue, with individual numbers of the newspaper often missing and much of the text, let alone pictures, barely decipherable.
When Double Fold by Nicholson Baker came out in 2001, it was described as The Jungle of the American library system. After 20 years, the book remains universally known, sometimes admired but often despised, among librarians. The reason for their belligerence is that Baker publicly revealed a decades-long policy of destruction of primary materials from the 19th and 20th centuries, based on a pseudoscientific notion that books on wood-pulp paper are quickly turning to dust, coupled with a misguided futuristic desire to do away with outdated paper-based media. As a consequence, perfectly well preserved books with centuries of life still ahead of them were hastily replaced with an inferior medium which has, at the moment that I am writing this review, already mostly gone the way of the dodo. Despite its notoriety among librarians, however, Double Fold is little-known among the general public, even compared to Baker’s other non-fiction and his novels.
That’s not how the librarians saw it, though. Baker chronicles how the rhetoric about brittle paper progressed during the 1970s and 1980s and became increasingly extreme. At first, brittle paper was endangering the long-term survival of modern books. Then, it was an immediate threat to their survival. Then, the books weren’t just falling apart anymore: they were literally turning into dust. By the late 1980s, the catastrophic rhetoric had reached its apex: “10 million books in major American libraries will not survive this century” was written in 1988; “more than a quarter of books in libraries will not survive this century,” in 1990, ten years before the century’s end. Needless to say, they did survive – or rather, would have.
Status 451 had a great post about the 1970s as lacuna in cultural memory - we don't remember how bad it was. Their focus was violence and terrorism - "people have completely forgotten that in 1972 we had over nineteen hundred domestic bombings in the United States", including attacks on the Capitol and Pentagon. "A Puerto Rican group bombed two theaters in the Bronx, injuring eleven, in 1970; NYT gave it 6 paragraphs".
How directly influential this appeal to engage in class war was, is hard to tell. But we do know that the American Chamber of Commerce subsequently expanded its base from around 60,000 firms in 1972 to over a quarter of a million ten years later. Jointly with the National Association of Manufacturers (which moved to Washington in 1972) it amassed an immense campaign chest to lobby Congress and engage in research. The Business Roundtable, an organization of CEOs ‘committed to the aggressive pursuit of political power for the corporation’, was founded in 1972 and thereafter became the centrepiece of collective pro-business action. The corporations involved accounted for ‘about one half of the GNP of the United States’ during the 1970s, and they spent close to $900 million annually (a huge amount at that time) on political matters. Think-tanks, such as the Heritage Foundation, the Hoover Institute, the Center for the Study of American Business, and the American Enterprise Institute, were formed with corporate backing both to polemicize and, when necessary, as in the case of the National Bureau of Economic Research, to construct serious technical and empirical studies and political-philosophical arguments broadly in support of neoliberal policies. Nearly half the financing for the highly respected NBER came from the leading companies in the Fortune 500 list. Closely integrated with the academic community, the NBER was to have a very significant impact on thinking in the economics departments and business schools of the major research universities. With abundant finance furnished by wealthy individuals (such as the brewer Joseph Coors, who later became a member of Reagan’s ‘kitchen cabinet’) and their foundations (for example Olin, Scaife, Smith Richardson, Pew Charitable Trust), a flood of tracts and books, with Nozick’s Anarchy State and Utopia perhaps the most widely read and appreciated, emerged espousing neoliberal values. A TV version of Milton Friedman’s Free to Choose was funded with a grant from Scaife in 1977. ‘Business was’, Blyth concludes, ‘learning to spend as a class.’
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.
If cancel culture is the equivalent of the 1950s American consensus, we should remember the fact that that consensus eventually failed. You’re now allowed to promote gay rights, cite scientific research showing marijuana isn't a deadly poison, campaign as a socialist, et cetera.
I admit that my social circle is tiny and highly atypical. It's just a bunch of weird Bay Area intellectuals and creative types who are really into sex and drugs. And they're up against the forces of an establishment so vast that it merges seamlessly into the very idea of American culture. Still, we had exactly that same fight in the 50s, and the weird Bay Area drug users won completely and overwhelmingly.
I have had deeply imperfect access to mental health care over the past two decades, given that this is the American medical system, but I have had superior access to most people. And I still have consistently struggled to get into therapy. I should have been in therapy constantly given my mental illness and my biography. But I’ve barely been in it at all. Consider immediately after my last hospitalization. I was highly motivated to get a therapist; my life was a wreck, after all. I had time away from work to look. And I had access to NYC union health insurance, which is well-known to be strong despite years of erosion of benefits. What’s more, New York has one of the highest therapist/analyst/mental health professional densities in the world. I don’t have kids and my schedule was more flexible than that of most.
Inline links: highest
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As an academic, I'm worried about campus in particular, and things like this are making me sit on suitcases. It's not like academia is otherwise in good shape: what is the last innovation you can attribute to a university? (My previous one recently got into the news for pushing badly concealed security holes into Linux, for science of course.) No one believes in journalism any more (the opinion columns have moved to Substack, but that's the easy part); the FDA and the CDC have become laughing stocks; the CIA has decided that the C stands for Cringe (I know, a lot of you never trusted it in the first place, but quite a few people in the Russian intelligentsia were hoping for some institutional support); the kayfabe of American elections has been shattered (arguably a bipartisan success). If 10 years from now, the cool kids decide that black lives don't actually matter lol, the damage from years of authoritarian praxis won't magically disappear. The based right wing winning the conversation won't automatically fix our democratic institutions either, at least not by intention.
Inline links: this
St. John’s Wort is a plant which has been used in herbal medicine for centuries (its name may come from the Knights of St. John, who used it to treat wounds while crusading). The most important active chemical, hyperforin, might be a weak reuptake inhibitor of various chemicals, including serotonin (which would technically make it an SSRI), but as far as I can tell this is too weak to really explain its effects. A meta-analysis of 35 studies including 6993 patients suggests it works, but other studies show no benefit. German studies tend to do the best and American studies the worst, which might either reveal something about those countries’ cultural biases, or about the different strains and extracts of the plant used in the two countries. This herb is infamous for interacting with various medications, and if you’re taking anything else you should talk to your doctor before starting it. This seems like a reasonable brand, but I’m open to suggestions for better ones.
I have little doubt that this was true in Orwell’s time, but I think of all his assertions about the nature of poverty and homelessness, this one is the most dated. In Orwell’s time the ‘tramp culture’ was not a drug culture. At least in the United States, it now most certainly is. The National Coalition for the Homeless reports that “38% of homeless people are alchohol dependant, and 26% are dependent on other harmful chemicals.”1 And how does Orwell describe his fellow tramps, in terms of substance use?
Inline links: 1
Orwell ends this rather disturbing expose of hotel restaraunts with some good-natured and utterly English needling of the American palate:
According to Boris, the same kind of thing went on in all Paris hotels, or at least in all the big, expensive ones. But I imagine that the customers at the Hôtel X were especially easy to swindle, for they were mostly Americans, with a sprinkling of English—no French—and seemed to know nothing whatever about good food. They would stuff themselves with disgusting American 'cereals', and eat marmalade at tea, and drink vermouth after dinner, and order a poulet à la reine at a hundred francs and then souse it in Worcester sauce. One customer, from Pittsburgh, dined every night in his bedroom on grape-nuts, scrambled eggs and cocoa. Perhaps it hardly matters whether such people are swindled or not.
I’m happy to report that getting money into Polymarket has gone from impossible to merely annoying. Non-Americans can apparently do it directly with a credit card; Americans will have to send USDC, separately send Ethereum to a different address to cover transaction fees, then wait ~10 minutes for everything to percolate through. My level of crypto knowledge is “can use Coinbase” and I was able to figure it out. There’s also apparently an easier way with a Metamask wallet, which I didn’t try.
And every big developed country that passed through a manufacturing phase used tariffs (except Britain, which industrialized first and didn't need to defend itself against anybody). Economic planners like Friedrich List in Germany and Alexander Hamilton in the United States realized early on that British competition would stifle the development of native industry without government protection. Once their industries were as good as Britain's, they removed their tariffs, which was the right move - but they never would have been able to reach that level without protectionism.
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.
Despite all these benefits, land reform rarely happens. Landlords naturally resist expropriation, and no country at this stage has the money to pay them market value. The Asian countries got their land reform through convoluted pathways. Japan's happened first in the Meiji Restoration, but didn't stick; the final version was rammed through by Douglas MacArthur, who acted as a dictator and didn't care what Japanese elites thought. China's happened under communism, and South Korea's and Taiwan's happened as part of an American-led effort to defuse the appeal of communism by giving peasants and workers an unusually fair deal under capitalism.
In Malaysia, Studwell veers into the shaky ground of being against capital per se. Letting partners get equity in firms is not an issue. Did you know huge percentages of Korean companies were owned by Americans? South Korea was not just stealing their technology, they were moving up the value chain. In partnerships where it didn't make sense, by learning through transfer deals where it didn't. There is, of course, an issue with letting companies offshore high tech work and using your people only as menial labor. But this is an issue of structuring the deals and regulations. But of the successful cases, only China broadly prevents you from owning minority stakes in companies. The rest, at most, limited the percentage of foreign ownership. Which is still admittedly not a full free market policy.
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
Good comment. I came here to point out the dreaded counterexample of Latin America, which tried to do a number of things the East Asian countries did, but mostly failed. Mexico basically carried out the greatest land reform initiative known to man outside of Communism, but did not get the benefits Studwell describes. Argentina & Chile also carried out large-scale land reform, to lesser effect. More importantly, Latin America is very protectionist and has been trying to nurture infant industries for decades- Argentina's still working on that car industry after 30+ years, not exactly to great results....
Philippe Lemoine is extremely against this conclusion. He first argues that since we don’t know why Finland+Iceland+Norway+Denmark did so well, we can’t assume it’s a “Scandinavia effect” and so we can’t assume Sweden would share it. Therefore, we should be judging it against the European average rather than the (better) Scandinavian average. I would counter that, although we can’t prove that just because X is true of Finland+Iceland+Norway+Denmark and not other European countries, that it should also be true of Sweden, but we should have a pretty high prior on it, in the same way that eg if we know that X was true in every American state except Arkansas (whose value was unknown), and not in any non-American polities, we should have a high prior that X is true in Arkansas. Anyway, even if we don’t compare Sweden the rest of Scandinavia, we would compare it to Europe, which it did twice as bad as.
Inline links: extremely against this conclusion
I don’t feel anywhere close to able to quantify the economic gain/loss in Sweden. But if we stick with our tentative previous conclusion that a counterfactual early Swedish lockdown would have been more effective at saving lives than late American ones, then QALYs might be cheaper in Sweden, approaching the point where almost everyone would say it was worth it.
America is the greatest country in the world, at least as far as coronavirus lockdown data are concerned. Its advantages over Europe are many: first, there are 50 states, rather than the 20-something European countries most researchers studied. Second, those states have fewer confounding cultural differences. Third, European countries were pretty practical about what amount of lockdown they had at any given time, reacting to changes in the pandemic. US states mostly had stable and predictable responses based on their internal politics - a nice exogenous factor! The correlation between lockdown strictness in May vs. lockdown strictness in January among European countries was 0.2 (not statistically significant); in the US it was 0.5 and very significant. So instead of having to nitpick over which country instituted the same lockdown policy two days earlier than which other country, we can look at which states stably did vs. didn’t have strict lockdowns through the majority of the pandemic.
(I don’t remember if Watters mentions it, but this is also the pre-mid-20th-century American/European conception of depression - there’s nothing particularly Japanese about it. The usual term for this idea is melancholia, sometimes used to mean an especially severe endogenous depression, although other people use the word in different and confusing ways. Better historians than I can debate whether the West saw the concept of melancholia fade gradually into modern depression, or whether it had to do with SSRI-induced marketing campaigns here too; I suspect there was a gradual halfway transition from 1900 - 1990, followed by an extremely sudden transition after the invention of SSRIs and the publication of Listening To Prozac. But let’s go back to pretending this is an exotic Japanese phenomenon.)
As part of GlaxoSmithKline’s marketing work, they replaced utsubyo with a new idea, kokoro no kaze, “cold of the soul”. This was supposed to mean that depression was a minor illness (like a cold), something everyone got occasionally (like a cold), and something that was purely biological and could/should be controlled with medication (like a cold). Japanese people were extremely excited about this and bought Paxil by the bushel, and now they use SSRIs at a rate close to Americans.
Watters focuses on two things he thinks Zanzibaris do right. First, they minimize schizophrenia. Because of the spirit-possession aspect, instead of being marked apart as ill and unusual, they’re treated as on a continuum with everyone else (since we all get possessed by spirits sometimes). Even when they take a more medicalized perspective on schizophrenia, they call it by extremely vague terms that don’t differentiate it from mild illness, eg “an attack of the nerves” (this seems to be a universal developing-world euphemism for schizophrenia, shared by eg Latin Americans). Zanzibari schizophrenics never feel that different from anyone else - everyone gets possessed by spirits sometimes, everyone gets attacks of the nerves sometimes, lots of people never leave their family homes.
(Dr. Van Der Kolk): "In my new job I was confronted on an almost daily basis with issues I thought I had left behind at the VA. My experience with combat veterans had so sensitized me to the impact of trauma that I now listened with a very different ear when depressed and anxious patients told me stories of molestation and family violence. I was particularly struck by how many female patients spoke of being sexually abused as children. This was puzzling, as the standard textbook of psychiatry at the time stated that incest was extremely rare in the United States, occurring about once in every million women. Given that there were then only about one hundred million women living in the United States, I wondered how forty seven, almost half of them, had found their way to my office in the basement of the hospital.
I found the trauma section of the book very compelling, in part because it squares with my impression of the United States as a society that is convinced it understands trauma better than any previous society but seems to achieve uniquely poor outcomes. It would be like a land that was convinced it had the best vaccine for polio but you look around and every fourth person is in an iron lung.
This focuses more on the association between households with high expressed emotion, and relapse of schizophrenia, but also gives some numbers attributed to Leff & Vaughan 1985 which at first glance do line up with the ones for American and British households from the book (the linked article gives the low-EE %, the quote from the book above is the high-EE %, and they add up to 100%). Despite having a university library access I couldn't find the Leff & Vaughan paper quickly, though-- others might have more success.
3: Speaking of meetups - it used to be that every autumn I’d do an advertising blitz for in-person SSC meetup groups - promote them on the blog, set a special date for new people to go, and attend as many as possible myself. I’m on the fence about whether to do it this year; the meetup groups definitely need some reinvigoration, but I don’t know how the COVID and lockdown situation is going to develop over the next few months. I’m interested in the community’s opinion: would you go to an in-person indoors ACX meetup in ~September? Would you consider it irresponsible to hold one? I’d especially like to hear from non-Americans whose countries might have situations I don’t know about - I was thinking of trying to go to European meetups this year since I did US ones last time, but I’ll pass if half the countries there are going to ban gatherings.
Inline links: an advertising blitz
Polymarket remains a fun alternative way to learn about the news. I only heard about the monkeypox issue a few days ago, and hearing “22% chance of it spreading” is both faster and more useful than some article that dithers for a few paragraphs and finally concludes that “health officials warn Americans not to panic”. I would count it a minor victory if one day news sources routinely included this in their articles, eg “Polymarket, a major prediction engine, estimates a 22% chance that at least one other person will catch the disease.”
Inline links: Polymarket
I would love to see something like “percent of Americans who die of COVID between now and 1/1/22 who were fully vaccinated” or “number of fully vaccinated Americans who die of COVID between now and 1/1/22”. I’m not sure how to set this up - I suspect we’ll have credible numbers for this, but maybe not a single source of truth that can be picked out beforehand. Still, it seems important. I think for the percent question I would guess something like 2.5% for this - right now it’s 1%, but vaccinated as share of population will increase, and Delta seems a little better at breaking through vaccinations than Classic. But this is very low confidence and I would like to know what the mob thinks.
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_ Mark Lutter expands on his disagreements with Rethink Priorities’ report questioning the cost-effectiveness of charter cities. Also useful as a good rundown for what might be in the pipeline: he says he is especially interested in getting charter city legislation for Nigeria, that one additional Latin American country (exact identity currently secret) may follow Honduras in proposing a ZEDE-type law, and that there may be opportunities in Somaliland as well.
Inline links: expands on his disagreements
The third ZEDE is Zede Orquidea (Orchid). It's in the south of Honduras, at Las Tapias. The organizer/investor is AgroAlpha. They'll be growing produce in greenhouses for export. President Hernandez recently said it'll be the largest and most modern agropark in Latin America, and that 400 people are working on construction now, with another 600 joining in August. They've adopted laws based on Delaware's. You can see these laws on their website (though as I write this the document link pulls up a login page).
Inline links: Las Tapias
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.
This is Yagmuk. He lives in Ipmulaakiituk with his wife and children and eighteen moose. Since 2004, every single bill in the American health care system has gone to Yagmuk. He cannot read English, so he tears them into little shreds and burns them in the winter to keep warm. One day providers will realize he’s not paying, and the whole medical system will collapse. So when I talk about unbundling FDA approval, I mean that instead of the FDA approving the following bundle of things… It’s legal for doctors to prescribe a drug
Maybe it’s expecting too much of the American people, but I wish the FDA could lean into this strategy. Grant drugs one-star, two-star, etc approvals. Maybe one-star would mean it seems grossly safe, the rats we gave it to didn’t die, but we can’t say anything more than that. Two-star means it’s almost certainly safe, but we have no idea about effectiveness. Three-star means some weak and controversial evidence for effectiveness, this is probably where aducanumab is right now. Four-star means that scientific consensus is lined up behind the idea that this is effective, this is probably where the COVID vaccines are right now. Five star is the really extreme one where you’re boasting that Zeus himself could not challenge the effectiveness of this drug - the level of certainty around MMR vaccine not causing autism or something like that.
In the 1950s, most western democracies had an elite party (right-wing) vs. an anti-elite party (left-wing), and the elite party captured both the richest and the best-educated segments of the population. Over time, this shifted to democracies having a multi-elite system: a financial-elite party vs. an educational-elite party (realistically, educated people are more likely to be rich and vice versa, so this is more of a relative thing - are you more rich than education, or vice versa?) The United States is a bit of an outlier, and its party cleavage seems to be entirely around education, with wealth having little predictive power.
Here are some other graphs about the American situation in particular, from an earlier Piketty paper:
Inline links: an earlier Piketty paper
Why has elite/common polarization switched to wealth/education polarization? Piketty and his commenters raise a couple of possibilities. First, more people have college degrees - in 1948, it was only 6% of Americans; today it's 32%. Although there's always a most-educated half of the population, college forms a bright line dividing people into two groups, and a group of 32% of people makes a better coalition nucleus than a group of 6% of people. Also, everyone could aspire to become a high school graduate, whereas not many people expect everyone to go to college, and nobody (?) wants everyone to get a PhD. That means the college-educated feel more like a special elite.
Yesterday the FDA approved aducanumab, an anti-amyloid antibody developed by Biogen, for the treatment of Alzheimer’s disease. This was based on post hoc interpretation of clinical trials that were stopped early due to futility, and against the strong recommendation of the FDA’s own advisory committee. Aducanumab will be priced at $56,000 per patient per year. Since Alzheimer’s patients are usually covered by Medicare, this cost will be paid by the American public. I estimate that it could be over $100 billion per year.1 This is excluding indirect costs, such as those of monitoring for brain swelling that is a known effect of this drug.
Inline links: 1
It sounds like your qualm is with how American healthcare law is written, not with how the laws are administered by the FDA.
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I was struck by Modi's view of Indian politics: educated elites cynically fanning racial discord so they could force minority groups to flee to them as "protectors". This is probably how Trump would describe the Democrats if he was smart enough to think of it. Of course, Modi's enemies turned it around and called Modi a populist-nationalist leader keeping a veneer of plausible deniability while inciting anger/suspicion/violence against minority groups, which is of course how the Democrats think of the Trump-era Republicans. All the most recent trends in American politics happened in India too, only ten years earlier.
There was a very interesting section on JFK’s failure at the Bay of Pigs. Kennedy tried to invade Cuba, but the invasion failed very badly, further cementing Castro’s power and pushing him further into the Soviet camp. Representatives of the media met with Kennedy, Kennedy was very nice to them, and they all agreed to push a line of “look, it’s his first time invading a foreign country, he tried his hardest, give him a break.” This seems to have successfully influenced the American public, so much so that Kennedy’s approval rating increased five points, to 83%, after the debacle!
So for example, Gurri examines some of the sloganeering where people complain about how eg obesity is the government's fault - surely the government could come up with some plan that cured obesity, and since they haven't done so, that proves they're illegitimate and don't care that obesity is killing millions of Americans. Or homelessness - that's the fault of capitalism, right? Because "we" could just give every homeless person a home, but capitalism prevents "us" from doing that. Or if you're a conservative, how come the government hasn't forced the liberal rot out of schools and made everybody pious and patriotic and family-values-having? Doesn't that mean our lack of strong values is the government's fault? The general formula is (1.) take vast social problem that has troubled humanity for millennia (2.) claim that theoretically The System could solve the problem, but in fact hasn't (3.) interpret that as "The System has caused the problem and it is entirely the system's fault" (4.) be outraged that The System is causing obesity and homelessness and postmodernism and homosexuality and yet some people still support it. How could they do that??!
Gurri talks a lot about Center and Border, but barely even mentions Left and Right. Once you reintroduce these, you have a solution to nihilism. The Left can come up with a laundry list of High Modernist plans that they think would solve all their problems, and the Right can do the same. Then one or the other takes control of government, gets thwarted by checks/balances/Mitch McConnell, and nothing happens. No American Democrat was forced to conclude that just because Obama couldn't solve all their problems, the promise of High Modernism was a lie. They just concluded that Obama could have solved all their problems, but the damn Republicans filibustered the bill. Likewise, the Republicans can imagine that Donald Trump would have made America great again if the media and elites and Deep State hadn't been blocking him at every turn. Donald Trump himself tells them this is true!
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The Hungarians are descended from steppe nomads to at least the extent that Americans are descendants of the English. You can equally say most Americans have very little English blood and have it be true but a weird take. Now, Magyarism as a nationalist ideology is full of weird false facts. The idea they're the Huns that invaded Rome is just plain false. But there's significant linguistic and cultural continuity between Hungarians and their ancestors in addition to a distinct ethnic gene cluster. The article you cited itself even says this. Now, do they have large amounts of Germanic (and even more Slavic) blood? Yes, absolutely.
The analogy seems weird - I think most Americans who think they’re of English descent are, and nobody ever claimed the Italian-Americans, blacks, Hispanics, etc were descended from Englishmen. Still, the point about cultural descent is well-taken.
…A North American equivalent would be if there had been an agreement between Canada, US and Mexico that refugees could be returned to the country of “first entry” – which would usually be Mexico. For obvious reasons, Mexico would not have been happy with such an agreement (and EU countries bordering on non-EU countries, including bordering on the Mediterranean, have also tried – so far unsuccessfully- to change the Dublin agreement).
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It was a quick death, thankfully, caused by a buildup of liquid in her remaining lung. We had just been laughing together about the eulogy I’d written on the trip from the United States to Australia, and then suddenly she was writhing on the bed, sucking for air that couldn’t satisfy her body’s demand for oxygen, staring at us with desperation in her eyes.
These are still preliminary; this person argues that the Nationalists might pick up a few more seats as more conservative rural areas get counted. Liberty and Refoundation (the socialists) will probably enter into a coalition with the Savior Party and have 65/128 seats for a bare majority. They need 86 votes for a 2/3 majority, which in theory they can get if the Liberal Party agrees. The Liberal Party seems centrist and hard to pin down, but this article includes the following great quote: “The Liberal Party opposes the ZEDEs because, above all, they undercut our national sovereignty, and because we don’t want them to become hideouts for extraditable criminals,” said [Liberal Party leader Yani] Rosenthal, who served a three-year prison sentence in the United States for money laundering and participating in a criminal scheme with the Los Cachiros cartel. Rosenthal kind of goes back and forth elsewhere, but in the end I think he’ll vote with the socialists on this. Still, there’s some speculation that his party might not vote as a bloc, and even a few defectors would be enough to prevent a supermajority. In theory, even if the socialists win two consecutive votes, they have to give the projects ten years to wind down. Ten years is forever in politics, and probably before then the capitalists will get back into power and say never mind, everyone can keep doing what they’re doing. The socialists are aware of this and say that their supplementary strategy is to have everything about the ZEDE law declared unconstitutional. This should be a hard sell, because ZEDEs are a constitutional amendment, plus the current Supreme Court explicitly ruled a few years ago that they were constitutional. But apparently the Honduran Supreme Court can declare constitutional amendments unconstitutional if it really wants. And the new government will get to appoint a new Supreme Court in two years, and although the exact process is complicated, they may be able to get people who agree with them on this. Also, incoming president Castro is married to Manuel Zelaya, a former president who tried to pull an Andrew Jackson after the Supreme Court ordered him to stop holding an illegal referendum to change term limits in his favor. He ordered the military to hold the referendum anyway, and was only ousted after the military couped him instead. So this is not exactly a family known for their deep respect for the exact wordings of laws or court rulings (not that anyone in Honduras has really excelled on that front). See further speculation eg here and here. And here’s Mark Lutter from Charter Cities Institute on the elections and the future. Conchagua Volcano, El Salvador Meanwhile, insane El Salvadorean president Nayib Bukele says he is ordering the construction of a coin-shaped city dedicated to Bitcoin at the base of a stratovolcano: "Residential areas, commercial areas, services, museums, entertainment, bars, restaurants, airport, port, rail - everything devoted to Bitcoin," the 40-year-old said. And: The president, who appeared on stage wearing a baseball cap backwards, said that no income taxes would be levied in the city, only value added tax (VAT). He said that half of the revenue gained from this would be used to "to build up the city", while the rest would be used to keep the streets "neat and clean" […] Mr Bukele did not provide dates for construction or completion of the city, but said he estimated that much of the public infrastructure would cost around 300,000 Bitcoins. It’s tempting to dismiss this plan as crazy. First, this photo: Second, Bitcoin miners don’t want a city the shape of a Bitcoin with a central plaza in the shape of a Bitcoin logo. They want cheap electricity. Bukele has promised that there will be cheap geothermal power from the volcano, which sounds good, but this article says El Salvador’s existing geothermal energy costs about 12 cents/kilowatt-hour, much higher than the 4 cents/megawatt-hour miners can get in the current cheapest areas. Maybe El Salvador could do a really good job upgrading their energy infrastructure, but at some point you’re subsidizing this rather than using it as a cash cow. And third, this isn’t even the stupidest plan to build a cryptocurrency-themed city in the Third World. That arguably goes to Akon City, a thing where a pop singer named Akon was going to build a cryptocurrency city in Senegal. Now, without any construction having started, they’re planning to build a second one in Uganda! All competing for the same handful of crypto companies! But I looked into Bukele to see if he was a moron with a habit of coming up with terrible ideas. It seems like no. He rose from nothing to become El Salvador’s first outside-the-traditional-party-system president, and has an approval rating of around 90%. And apparently he’s presided over a historic drop in the homicide rate of this previously murder-capital-of-the-world country. Although I’m betting that one day he’ll make a great Dictator Book Club entry, I’m prepared to give him the benefit of the doubt on “doesn’t do stupid things for no reason” What’s the non-stupid explanation for this? Maybe it’s supposed to be a signal. You can give up 5% of the way through, but even trying to build a Bitcoin-shaped city at least shows very conclusively that you’ve got a crypto-friendly regulatory climate, so many easily-spooked crypto companies will flock to you. This makes sense in the context of big crypto companies moving to the Caribbean for regulatory reasons, eg FTX moving to the Bahamas and Binance moving to the Cayman Islands. But if I understand correctly, both of these companies make on the order of $1 billion a year. If El Salvador can tax them at 5% (dubious, since a big part of promising a friendly regulatory climate is low taxes), that’s still only $100 million if they can capture both of them. Which they can’t, because these companies seem happy where they are. And I don’t think there are a lot of similarly-sized crypto companies looking for Central American homes that I don’t know about. And even though El Salvador is pretty poor, it’s not so poor that $100 million is worth embarrassing themselves over. So I’m stumped. EDIT: See this comment. Praxis, aka Bluebook Cities, the Internet Speaking of stumped, who are these people? Right now, they’re a web page with a lot of buzz promising the City Of The Future, in very poetic language: Praxis is a grassroots movement of modern pioneers building a new city. We are technologists and artists, builders and dreamers. We are building a place where we can develop to our fullest potentials, physically, culturally, and spiritually. Bitcoin was developed as a financial technology with political goals identical to those of the Founding Fathers: liberation. The ultimate end of crypto is the possibility of a future for humanity unshackled from the institutions that seek to limit our growth. Our ultimate goal is to bring about a more vital future for humanity, and we will use technology to achieve this righteous end. Our civilization is unwell. We eat food that kills us, we’ve lost sight of beauty, and we neglect our spiritual lives. The world is deranged and decayed, and this frightens people. We don’t look up from our screens; we seek to live within them. Crypto is a fundamentally political technology -- escape to the metaverse is a betrayal of the principles on which it was founded. We are descended from the people who built Rome and Athens, who dared to split atoms and voyage to the Moon. We can build new worlds not just of bits, but of atoms. But where is this city? What will its policies be? As we leave old lands, our values are our compass. Like wolves, tribes of pioneers are muscular by necessity. For voyaging tribes to settle, they must perform murmurations: intricate coordination with little communication, at scale. This is only possible with a strong sense of asabiyya (group feeling derived from deeply-held shared values). Our values inform the destiny we desire, and for which we struggle. Asabiyya is forged in this struggle. With asabiyya, pioneers can earn the divine mandate to build a city. Cities are the fount of human ingenuity. In cities, people enjoy their fullest potential by contributing their resources under the auspices of civilization. Who even are you? What experience do you have with city-building? Civilizations rise and fall. All around us, we see civilizational decay. The people are not vital: physically, culturally, spiritually. We live in an era of obesity, remakes, and pollution. We are losing the divine mandate, and in an era of absolute weapons, what’s at stake is everything. But perhaps there’s some glory in death by a light brighter than a thousand suns. A worse fate may await humanity: atrophied bodies submerged in gel, fed synthetic bug paste, minds occupied by the petty amusements of a corporate metaverse. There, nothing is at stake; there are no frontiers to explore; no growth is possible. Nothing to live for, and nothing to die for. As we walk between these twin fates, the light of our civilization dims. But beyond the horizon, we see a new light emerging. Like the sun at dawn, it cannot be stopped. Vitality itself is the foundational value of this new civilizational form, and we have the technology to enact our moral imperative as never before. You’re not answering my…okay, fine, whatever, forget it. As far as I can tell, Praxis is two 25-year-olds with no previous experience, armed with about $10 million in Peter Thiel’s money. Peter Thiel is a smart person known for having good business sense, but he’s also known to have a weakness for young people who dream big and sound like purveyors of esoteric secrets. I wonder if the simplest explanation is just that this is one of the cases where his weakness got the better of his sense, and now these two random people have $10 million earmarked for building a city, and no idea what to do. [CORRECTION: some people involved in Praxis have reached out to tell me that it was $4 million instead of $10 million, and that it was Thiel-backed Pronomos and not Thiel himself. I’ll be getting in touch with them to learn if there are other issues or things I should correct here] But that’s not how they put it! The way they put it is - all previous charter city founders have started by approaching governments and pitching their ideas. But there’s a chicken-and-egg problem: governments don’t want to give land to a purely hypothetical city that might not pan out, and the city can’t pan out until governments give it land. Praxis’ plan is to build the community first, then go to a government saying “Here’s 50,000 people who have agreed to join our city, and lots of businesses and organizations that are excited about it. Please give us land for our guaranteed-success, concretely-existing project.” Now this is a different chicken-and-egg problem: why join a community of people with no land and no plans? Praxis writes: What if we try to draw people to new cities not on an economic basis, but rather on a spiritual one? Which city (or country) founding projects have succeeded that have drawn people on a predominantly non-economic, but rather spiritual basis? Among others, Israel and America. Both groups were oppressed, and sought the freedom to live by their values. Both felt the intangible pull of the frontier. Both had a keen historical instinct. This is how cities with spiritual significance are founded. The correct approach to city building in this new world is demand-first (or as Balaji Srinivasan calls it, Cloud City first). We build the citizenry before the city. First, we create communities of true believers, organized around shared values, online. People move to cities for people, and it follows that if you collect a group of people who all want to live together, they’ll all move together if at a moment in time everyone else does, too. Today, we have new tools. The emergence of Web3 enables us to supercharge communities with self-ownership, governance, and determination. Once you build a community of people ready to move to a new city together, you can self-finance the entire project. With something real to offer nations, conversations with governments become productive (e.g. Gigafactory). That’s how you make the risk dominoes fall. The problem is, Israel worked because it had Judaism. Judaism is a very specific belief. Prospera is specifically libertarian, Telosa is specifically Georgist, and even the Bitcoin-shaped volcano city knows what it’s about. What is Praxis? The use of “atrophied bodies submerged in gel, fed synthetic bug paste” as a warning reads very slightly right-wing to me - there’s a right-wing meme about how the media keeps trying to get people to eat bugs, and how this is the shape our future dystopia will take. But whether I’m right or wrong, the fact that it’s hard to tell is a problem. The only other clues we’re getting are their Discord, which seems to be focused around getting a currency called PRAX for completing tasks. Once you get enough, you can become a Member, which seems to be where the real excitement starts. (source) I’m not even being sarcastic - I expect being a member to be quite fun. I say this because when I was a teenager I was part of a bunch of country simulation projects, some of which got past the inherent nerdiness of being a country simulation project exactly the same way Praxis is doing it - by saying that we were going to become a real country someday, as soon as we were big enough to convince people. These were usually fun and interesting and educational, and I made lots of great like-minded teenage and twenty-something friends. But none of them ever came close to becoming a real country, and I’m not sure it was merely for lack of millions of dollars. I hope I’m wrong and they manage to forge new lands through struggle to uplift the human spirit or whatever. Elsewhere In Model Cities Vitalik Buterin on the intersection between local government and blockchain technologies. He recommends they “start with self-contained experiments, and take things slowly on moves that are truly irreversible”, which is a weird way of saying “what we crypto leaders really want is a city at the base of a volcano, shaped like a giant Bitcoin”.
Inline links: this person, this article, some speculation, here, on the elections and the future, says, https://substackcdn.com/image/fetch/$s_!SuHh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F20a12676-81c4-49a8-bb20-815d1c3f660b_763x509.jpeg, with a central plaza in the shape of a Bitcoin logo, this article, Akon City, a second one, Bukele, a historic drop in the homicide rate, Dictator Book Club, moving to the Bahamas, moving to the Cayman Islands, this comment, promising the City Of The Future, far as I can tell, the media keeps trying, their Discord, tasks, https://substackcdn.com/image/fetch/$s_!2TK6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F020ebe08-e968-45cd-ba39-a91cdc6e5892_473x533.png, source, a bunch of country simulation projects, the intersection between local government and blockchain technologies
Second, Bitcoin miners don’t want a city the shape of a Bitcoin with a central plaza in the shape of a Bitcoin logo. They want cheap electricity. Bukele has promised that there will be cheap geothermal power from the volcano, which sounds good, but this article says El Salvador’s existing geothermal energy costs about 12 cents/kilowatt-hour, much higher than the 4 cents/megawatt-hour miners can get in the current cheapest areas. Maybe El Salvador could do a really good job upgrading their energy infrastructure, but at some point you’re subsidizing this rather than using it as a cash cow. And third, this isn’t even the stupidest plan to build a cryptocurrency-themed city in the Third World. That arguably goes to Akon City, a thing where a pop singer named Akon was going to build a cryptocurrency city in Senegal. Now, without any construction having started, they’re planning to build a second one in Uganda! All competing for the same handful of crypto companies! But I looked into Bukele to see if he was a moron with a habit of coming up with terrible ideas. It seems like no. He rose from nothing to become El Salvador’s first outside-the-traditional-party-system president, and has an approval rating of around 90%. And apparently he’s presided over a historic drop in the homicide rate of this previously murder-capital-of-the-world country. Although I’m betting that one day he’ll make a great Dictator Book Club entry, I’m prepared to give him the benefit of the doubt on “doesn’t do stupid things for no reason” What’s the non-stupid explanation for this? Maybe it’s supposed to be a signal. You can give up 5% of the way through, but even trying to build a Bitcoin-shaped city at least shows very conclusively that you’ve got a crypto-friendly regulatory climate, so many easily-spooked crypto companies will flock to you. This makes sense in the context of big crypto companies moving to the Caribbean for regulatory reasons, eg FTX moving to the Bahamas and Binance moving to the Cayman Islands. But if I understand correctly, both of these companies make on the order of $1 billion a year. If El Salvador can tax them at 5% (dubious, since a big part of promising a friendly regulatory climate is low taxes), that’s still only $100 million if they can capture both of them. Which they can’t, because these companies seem happy where they are. And I don’t think there are a lot of similarly-sized crypto companies looking for Central American homes that I don’t know about. And even though El Salvador is pretty poor, it’s not so poor that $100 million is worth embarrassing themselves over. So I’m stumped. EDIT: See this comment. Praxis, aka Bluebook Cities, the Internet Speaking of stumped, who are these people? Right now, they’re a web page with a lot of buzz promising the City Of The Future, in very poetic language: Praxis is a grassroots movement of modern pioneers building a new city. We are technologists and artists, builders and dreamers. We are building a place where we can develop to our fullest potentials, physically, culturally, and spiritually. Bitcoin was developed as a financial technology with political goals identical to those of the Founding Fathers: liberation. The ultimate end of crypto is the possibility of a future for humanity unshackled from the institutions that seek to limit our growth. Our ultimate goal is to bring about a more vital future for humanity, and we will use technology to achieve this righteous end. Our civilization is unwell. We eat food that kills us, we’ve lost sight of beauty, and we neglect our spiritual lives. The world is deranged and decayed, and this frightens people. We don’t look up from our screens; we seek to live within them. Crypto is a fundamentally political technology -- escape to the metaverse is a betrayal of the principles on which it was founded. We are descended from the people who built Rome and Athens, who dared to split atoms and voyage to the Moon. We can build new worlds not just of bits, but of atoms. But where is this city? What will its policies be? As we leave old lands, our values are our compass. Like wolves, tribes of pioneers are muscular by necessity. For voyaging tribes to settle, they must perform murmurations: intricate coordination with little communication, at scale. This is only possible with a strong sense of asabiyya (group feeling derived from deeply-held shared values). Our values inform the destiny we desire, and for which we struggle. Asabiyya is forged in this struggle. With asabiyya, pioneers can earn the divine mandate to build a city. Cities are the fount of human ingenuity. In cities, people enjoy their fullest potential by contributing their resources under the auspices of civilization. Who even are you? What experience do you have with city-building? Civilizations rise and fall. All around us, we see civilizational decay. The people are not vital: physically, culturally, spiritually. We live in an era of obesity, remakes, and pollution. We are losing the divine mandate, and in an era of absolute weapons, what’s at stake is everything. But perhaps there’s some glory in death by a light brighter than a thousand suns. A worse fate may await humanity: atrophied bodies submerged in gel, fed synthetic bug paste, minds occupied by the petty amusements of a corporate metaverse. There, nothing is at stake; there are no frontiers to explore; no growth is possible. Nothing to live for, and nothing to die for. As we walk between these twin fates, the light of our civilization dims. But beyond the horizon, we see a new light emerging. Like the sun at dawn, it cannot be stopped. Vitality itself is the foundational value of this new civilizational form, and we have the technology to enact our moral imperative as never before. You’re not answering my…okay, fine, whatever, forget it. As far as I can tell, Praxis is two 25-year-olds with no previous experience, armed with about $10 million in Peter Thiel’s money. Peter Thiel is a smart person known for having good business sense, but he’s also known to have a weakness for young people who dream big and sound like purveyors of esoteric secrets. I wonder if the simplest explanation is just that this is one of the cases where his weakness got the better of his sense, and now these two random people have $10 million earmarked for building a city, and no idea what to do. [CORRECTION: some people involved in Praxis have reached out to tell me that it was $4 million instead of $10 million, and that it was Thiel-backed Pronomos and not Thiel himself. I’ll be getting in touch with them to learn if there are other issues or things I should correct here] But that’s not how they put it! The way they put it is - all previous charter city founders have started by approaching governments and pitching their ideas. But there’s a chicken-and-egg problem: governments don’t want to give land to a purely hypothetical city that might not pan out, and the city can’t pan out until governments give it land. Praxis’ plan is to build the community first, then go to a government saying “Here’s 50,000 people who have agreed to join our city, and lots of businesses and organizations that are excited about it. Please give us land for our guaranteed-success, concretely-existing project.” Now this is a different chicken-and-egg problem: why join a community of people with no land and no plans? Praxis writes: What if we try to draw people to new cities not on an economic basis, but rather on a spiritual one? Which city (or country) founding projects have succeeded that have drawn people on a predominantly non-economic, but rather spiritual basis? Among others, Israel and America. Both groups were oppressed, and sought the freedom to live by their values. Both felt the intangible pull of the frontier. Both had a keen historical instinct. This is how cities with spiritual significance are founded. The correct approach to city building in this new world is demand-first (or as Balaji Srinivasan calls it, Cloud City first). We build the citizenry before the city. First, we create communities of true believers, organized around shared values, online. People move to cities for people, and it follows that if you collect a group of people who all want to live together, they’ll all move together if at a moment in time everyone else does, too. Today, we have new tools. The emergence of Web3 enables us to supercharge communities with self-ownership, governance, and determination. Once you build a community of people ready to move to a new city together, you can self-finance the entire project. With something real to offer nations, conversations with governments become productive (e.g. Gigafactory). That’s how you make the risk dominoes fall. The problem is, Israel worked because it had Judaism. Judaism is a very specific belief. Prospera is specifically libertarian, Telosa is specifically Georgist, and even the Bitcoin-shaped volcano city knows what it’s about. What is Praxis? The use of “atrophied bodies submerged in gel, fed synthetic bug paste” as a warning reads very slightly right-wing to me - there’s a right-wing meme about how the media keeps trying to get people to eat bugs, and how this is the shape our future dystopia will take. But whether I’m right or wrong, the fact that it’s hard to tell is a problem. The only other clues we’re getting are their Discord, which seems to be focused around getting a currency called PRAX for completing tasks. Once you get enough, you can become a Member, which seems to be where the real excitement starts. (source) I’m not even being sarcastic - I expect being a member to be quite fun. I say this because when I was a teenager I was part of a bunch of country simulation projects, some of which got past the inherent nerdiness of being a country simulation project exactly the same way Praxis is doing it - by saying that we were going to become a real country someday, as soon as we were big enough to convince people. These were usually fun and interesting and educational, and I made lots of great like-minded teenage and twenty-something friends. But none of them ever came close to becoming a real country, and I’m not sure it was merely for lack of millions of dollars. I hope I’m wrong and they manage to forge new lands through struggle to uplift the human spirit or whatever. Elsewhere In Model Cities Vitalik Buterin on the intersection between local government and blockchain technologies. He recommends they “start with self-contained experiments, and take things slowly on moves that are truly irreversible”, which is a weird way of saying “what we crypto leaders really want is a city at the base of a volcano, shaped like a giant Bitcoin”.
Inline links: with a central plaza in the shape of a Bitcoin logo, this article, Akon City, a second one, Bukele, a historic drop in the homicide rate, Dictator Book Club, moving to the Bahamas, moving to the Cayman Islands, this comment, promising the City Of The Future, far as I can tell, the media keeps trying, their Discord, tasks, https://substackcdn.com/image/fetch/$s_!2TK6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F020ebe08-e968-45cd-ba39-a91cdc6e5892_473x533.png, source, a bunch of country simulation projects, the intersection between local government and blockchain technologies
This is pretty far off from Foldvary's "one-third" guess, but pretty close to Steven Cord's. Cord estimated land rent at about 24% of national income. That would be about $47 trillion using Smith's method. Given Foldvary is contradicted by his own source (Dwyer), we should probably exclude his line for now and construct a new one for Cord, as well as a "Dwyer-USA" line using 21% of America's GNI to better represent what Foldvary was getting at. If we buy that the Australian pattern might hold for the United States, our new chart looks something like this:
Inline links: at about 24% of national income
According to various sources, cap rates in the USA range between 3.5% on the low end to as much as 11% on the high end, depending on the type of property (offices have a higher rate, residential has a lower rate, etc). However, the vast majority of land values in the United States are urban, so we should weight our cap rates towards urban figures. Call it a low of 5% and a high of 8%. Smith suggests a blanket cap rate of 10%, but I'm erring on the conservative side.
In other words, of all the real estate value in the United States, the top 1% own 14.7% of it, the top 10% own 44.8% of it, and the top 50% own 88.5% of it.
What are the risks? Like every medication, including Tylenol, aspirin, etc, Luvox has some common minor side effects and some rare major ones. But let’s step back a second. Fluvoxamine is a bog-standard SSRI. Its side effects are generic SSRI side effects. We give SSRIs to 30 million people a year, or about 10% of all Americans. As a psychiatrist, I’m not supposed to say flippant things like “we give SSRIs out like candy”. We do careful risk-benefit analysis and when appropriate we screen patients for various risk factors. But after we do all that stuff, we give them to 10% of Americans, compared to 12% of Americans who got candy last Halloween. So you can draw your own conclusion about how severe we think the risks are.
Inline links: 12% of Americans
The objection I take most seriously is actually the worry about post-SSRI sexual dysfunction, a very rare condition where people on an SSRI can have sexual problems for months or years after they come off. I would be shocked if you could get that from a ten-day course. But technically nobody has ever tested this - there’s never been a good reason to put someone on an SSRI for only ten days before - so I can’t rule it out. Still, the risk from adding a few extra Luvox prescriptions for COVID is still much less than the risk we incur all the time from having 10% of Americans on SSRIs for years at a stretch, so this seems like a weird time to get cold feet.
Futuur sends non-Americans to their real money markets and Americans to their play money markets (because of the US’ unique anti-prediction-market regulations).
I’ve (indirectly) tried betting on this and will report back later. There should probably still be some opportunities left to make 3 to 4 digits worth of free money if you’re interested, non-American, and can use crypto. But keep in mind that there might also be some systemic risk - this is a new market and nobody has had a chance to check if they really pay out!
The perceptive among you might notice that “…and things like that” isn’t usually the sort of thing you see in a forecasting question. Typical questions are obsessively well-specified - not just “Hospitals will be at over 80% capacity”, but “Hospitals will be at over 80% capacity according to the 1-20-22 report by the American Hospital Capacity Association, or if no report comes out on that date, the most appropriate alternative source chosen by our Resolution Committee”.
12: In 1799, British-American fugitive William Bowles fled to Florida, moved in with the local Indians, became their chief, led a series of raids on the US, and declared independence as the State Of Muskogee (he was defeated by a US/Spanish alliance in 1803).
Inline links: State Of Muskogee
On a timescale of two years, a maximum effort by the United States of America could probably divert a comet or asteroid of up to ~2 km diameter. A long-period comet of 2 km diameter impacting the Earth would lay waste to one average continent, or the coastal regions bordering one ocean, but it wouldn't be an extinction event.
If we broaden our scope from the obvious mappings (Female President onto Trump) and admit that pure satires don't make the best cinema, at its broadest, it's a movie about institutional failure. Across party lines (though it skewers one more than the other, sure). It's for this reason it felt fresh to me and that I liked it. Institutional failure, even human failure, is becoming more and more obvious, as it's undeniable that our institutions, from academia to the White House, are more sclerotic and incapable and, well, foolish, than they either were in the past or appeared to be. And to me this movie was like an expression of America's Id realizing that over the past several years.
The typical American concern that single-payer-without-private-insurance systems have long wait times seems basically borne out. The two such systems we have good data for - Canada and Norway - are the two with the worst wait times on the list. Emanuel doesn’t think this is a necessary feature of those systems: he blames Canada’s wait times on their bad decision to give hospitals a constant amount of funding regardless of patient load, and says other single-payer systems that avoid this have limited waits. Single payer systems that involve private insurance in any way seem to do basically fine here.
If you’re like me, all you’ve heard about international health care systems is “America sucks and should feel bad, everyone else is probably fine or whatever”. Is there more we can learn?
The two countries with mostly private systems - Switzerland and the US - are also the two most expensive systems (though see here for a contrarian take on this). But the similarity ends there; Switzerland’s system has one of the highest patient satisfaction ratings, but America has the lowest. When I asked Swiss people about this, they said everyone in Switzerland is rich, which rescues a lot of otherwise-unsustainable systems. Certainly rich people in America get good health care. So maybe Switzerland isn’t as different as the numbers make it look, and these kinds of systems are just bad.
Inline links: see here
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United States (GDP $21T): 2007: $131B 2012: $119B 2013:$143B, 2014: $154B, 2015: $163B, 2016: $173B,2017: $182B, 2018: $194B
So we have a drug industry that basically works by researching drugs to sell them in the United States; but then also pushing the drugs through the relatively easier regulatory regimes in the rest of the world to also sell the drugs everywhere else possible where the only investment that those additional sells need to justify recouping is the cost of getting the approvals since all of the research is already done.
And we end up with a system where drug development is worthwhile if and only if those drugs end up being sold in the United States, and where the FDA has the most stringent approval process, and nobody really has an incentive to change this. American regulators and politicians get disproportionately more power out of this arrangement. Drug companies make their profits. American insurers are able to pass along and distribute the costs across the population so they make their profits too. European countries get their drugs relatively inexpensively, and are existing in a legal context where that is their only real incentives since they really can't increase their ability to regulate drugs because the power that exists there is distributed throughout the EU rather than possessed by the governments of the member states. And the members of the EC probably are a bit unhappy and trying to increase their own ability to regulate things, but they're sufficiently disconnected from the powers of the member states that what they want doesn't really matter. (So Europe has somehow found a way to make the people who have the most incentive to increase the price of drug R&D there from having their voices heard.)
So: Polymarket got fined $1.4 million, and was ordered to make its real-money markets inaccessible to US-based traders (the rest of the world is still fine). It’s very poor news to hear that a villanous political nonentity blocked this vital prediction nexus, and I guess we Americans have no other options besides accepting that we’re vastly poorer now.
My favorite commentary on this decision is Nuno Sempere’s The American Empire Has Alzheimers. He lists various bad decisions the US has made, from Vietnam to the bungled withdrawal from Afghanistan last year. In this last case, President Biden said there was “no circumstance where you see people being lifted off the roof of an embassy” barely a month before we saw exactly that.
Inline links: The American Empire Has Alzheimers
The US is becoming the North Korea of forecasting. Every other civilized country allows prediction markets. In a perfect world, they could ignore our constant own goals and move on without us. But because America has a disproportionate share of money, users, coders, and entrepreneurs, a US-less prediction market ecosystem won’t be living up to its potential. That means decreased ability to gather and process information and worse decision-making worldwide.
#83: Detect And Fight Healthcare Fraud Our company is using data to detect fraud against the government. Access to quality healthcare is dwindling in the United States. There is an estimated hundred billion dollars in fraud every year leading to lower standards of care and making healthcare unaffordable. We’re seeking a hundred thousand dollars to buy data from the Centers for Medicare and Medicaid services. This will allow us to find fraud and file lawsuits on behalf of the government. The Department of Justice signaled a new level of support for independent companies using data methods to identify fraud in June of last year when they picked up a case brought by Integra Med Analytics. For the past twelve months we’ve been working with attorneys specializing in this area (qui tam). We’ve been consolidating data returned from broad FOIA requests and begun assisting law firms with data science. Our team combines broad technical expertise (Google, NASA, LANL, NIST, UC Berkeley) with business acumen and investigative experience. The three of us have been working together on projects with positive externalities for five years. Previous successful projects include providing flexible housing, and a micro-targeting methods for political action. [Contact erbahr@gmail.com if you can help]
#73: Create A New Kind Of Money And Cities The combination of markets and ideas has reduced suffering somewhat. This trend must continue, but I think a global median income of US$30,000 by 2049 is possible. We just need to teach everybody the same skills that Americans have. To enable this, 2 areas where improvement can be made and no new technology is needed are: a new money, and cities welcome to everyone. A new money is needed because the current financial system is not burdened with the risks it creates. Cities don’t grow like they did in the past. Over a 50 year period at the turn of the twentieth century Detroit grew 10X, whereas in this era the Bay Area has not even doubled its population. Nowadays cities that attract the best talent only attract the best talent. If we had a Hypothetical-Bay-Area-City grow like American cities of the past, it would have a population of around 45 million people and GDP of $4.5 billion. What would an asset be worth if it had a $4.5 billion income stream? A little bit of money and land is needed to make a start, but mostly I need you and your talents. Here is my new Substack with details: https://marketismandidearism.substack.com/p/a-new-money-and-cities-welcome-to . Please sign up to make a global median income of US$30,000 by 2049 a reality. P.S. I am talking money here. Accounting entries. Do not talk to me about Bitcoin. Bitcoin is an attempt at cash. 99.99999% of money transactions are not done with cash, they are done with IOU’s. Please. Spare. Me.
#125: Plant Trees For Carbon Capture My name is Dan Sparkman and I want your help to plant trees for carbon capture. There are plenty of people planting trees and they are mostly worthy of support. However most reforestation projects are eventully going to be cut down. I aim to plant forest gardens which should stand for hundreds of years. The first principle of sustainablity is (or ought to be) sustain the caretaker. Your porject needs to look after them so that they have the time, money and incentive to look after the project. Most reforestation project aim at maxim growth for maxim carbon capture. Because of this, when local people have a need for that land, the carbon capture forest will be cut down. I plan on planting a mix of trees that provides income for locals every year. This mix will be centered on Black Walnuts and American Chestnuts. Both native climax trees. This mix of trees will provide food and wood, for years into centries, all with minimal human intervention once it is started. There have been recient studies on the west coast with forest gardens still triving after 200 years of neglect. I have no specal skills, just a passionate amature, but I do have the connections with local land owners, goverments, and tree hobbiests to plant 1000 trees for $10 000. Give me more money and we can start to see real change. That's my project in a nut shell. Help me plant trees. Trees which provide a food crop, supporting the farmer/land owner/locals so they won't be cut down. Contact me at sparkman.dan@gmail.com
He argues that the West is overestimating Ukraine - Russia is closer to Kyiv than America was to Baghdad at this stage of their Iraq invasion, and everyone was impressed with that stage of the American campaign. But he was intellectually honest enough to give a very specific prediction - collapse of Ukrainian resistance within a week - so he can’t really get out of admitting he miscalculated here. I definitely think both these things can be true at once: the Russians underestimated the extent of Ukrainian resistance even as the West may be overestimating it.
I’m proud of my record forecasting the invasion, given that it went against most of the predictions of those who generally share my foreign policy views. Anyone can occasionally be correct by following the same heuristic they always use, but I showed intellectual flexibility here by determining that American intelligence was likely correct. Karlin is the only other prominent US foreign policy skeptic I know of who thought war was even more likely than the conventional wisdom suggested, and he deserves credit for that (if you know of others, mention them in the comments). Part of the reason I came to the right conclusion was that I was even more pessimistic than most anti-interventionists were about the degree of rationality present in American foreign policy. For example, my friend Max Abrahms was saying until very recently that Putin was hoping for some concessions that would allow him to avoid war (to be fair, Max has been more correct than me on the invasion running into difficulties). I thought that was possible too, but I had little hope that American politics would allow Biden to strike a deal. When it became clear that negotiating over the NATO open door policy wasn’t even on the table, I increased my estimate of the probability for war. To his credit, Max has admitted I was right, as have others I’ve been texting with over the last few months. I also give credit to Saagar, Philippe, and Michael Tracey for publicly acknowledging mistakes.
Once we step aside from culture war resentments and focus on the hard realities of geopolitics, it is clear that Russia will eventually get its way because it cares more about Ukraine than the US does, and has the ability to threaten or use military force to get what it wants. When resolve and capabilities line up on the same side, that side is going to win. And the reason that Americans don’t care about Ukraine is that Ukraine objectively does not matter to the US. All the sophistry in the world coming from MSNBC hosts, ex-generals on the payrolls of defense contractors, and think tank analysts can’t change people’s perceptions here.
I don’t think Ukraine proves that “history has restarted” or “the Pax Americana was a paper tiger” or anything of the sort. These kinds of local conflicts were always allowed. Just ask an Iraqi. Or a Chechen, or an Afghan, or a Syrian, or a Bosnian, or a Crimean, or a Tigrayan or go back and ask the Iraqi a second time.
2: If the Pax Americana is dead, we need to try something different; but if it’s still alive, we should stick with what works.
The Pax Americana playbook for international norm violations is: the US slaps sanctions on the offender. The EU expresses “concern”. The UN proposes a resolution condemning it, which gets vetoed by whichever Security Council member is most complicit. And the CIA secretly gives Stinger missiles to everyone involved.
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I myself am (was?) an American professor in Moscow. I have been allowed to teach my next course which starts in 10 days online, and so I am moving back to the US on Sunday, to Puerto Rico. Some of our development team is stuck in Ukraine. I've offered to move them to Puerto Rico, but it's not clear they'll be able to leave the country anytime soon. Progress with the site may be slow, but obviously that's not the most important thing now.
AP has the take that Visegrad shows the way. Integrating with the West to enjoy its security guarantees and material benefits, but developing your own civilization instead of destroying it. Press X for doubt. Viktor Orban might go down in the next election, and Polish conservatives appear to be doubling down on all of the dumbest mistakes of American Republicans.
And all these problems still exist in the current “peoples” paradigm. The Navajo are a “separate people” from other Americans by any definition, so under international law they have the right of self-determination. Why don’t they secede? I assume some combination of small size, economic self-interest, and US soft power/threats. So it turns out we’re fine at giving small populations the right to self-determination most of the time.
Now, it’s true that any LARP sustained long enough eventually becomes real. The Netherlands for instance was once German, and there’s even a parallel there with how Dutch consistently looks and sounds worse than German. So an independent Ukraine could, over time, become a real country. But to what end? Do we really need another mediocre Slavic country? It reminds me of Latin America, where you have dozens of barely distinguishable nonentity countries serving no real purpose. The entire region should be consolidated into maybe five states at most. Russia, Poland, and Serbia are the only Slavic states needed by the world.
Various small American cities seceding as a tourist gimmick
The other half? I’m not sure. Law is a popular major for would-be politicians in the US, but here’s a Chinese person explaining why it doesn’t work that way in China (short version: China doesn’t have great rule of law, so lawyers don’t matter much and are low status).
Inline links: a Chinese person explaining
Finally, a few months before the “election”, powerful Politburo member Bo Xilai was arrested on sensational corruption charges. In a country where almost every high official was corrupt, Bo had gone above and beyond: while trying to cover his misdeeds, he’d killed a British national and threatened his own client, the chief of police. The chief fled to an American consulate and might have tried to defect to the US. We still don’t know the whole story, but the whole Chinese leadership got enraged and sentenced Bo to life in prison.
Inline links: still don’t know the whole story
But even within mainland China, Xi has cracked down. We already talked about this above, but his anti-corruption campaign has been staggering. In a country where officials’ promises to “fight corruption” ring as hollow as American politicians’ promises to “fix health care”, Xi has walked the walk:
30: Pro-crypto manifesto: “There are no constitutional rights in substance without freedom to transact […] Freedom of speech might require pamplets, advertisements, or websites. Freedom of assembly might require taking a train to Washington DC or booking a hotel room…the exercise of rights costs money…In the United States (and EU) banks and payment processors have been pressured to cut off accounts to gun shops, adult businesses, crypto businesses and other perfectly legal businesses….Some aspiring dictator will censor their opponents' spending during a election period and they won't be able to buy a tomato, let alone run a campaign.”
Inline links: Pro-crypto manifesto
Think of this as an exact inverse of the american system. Instead of a honeymoon "mandate" at the start of a term, the Chinese leader has more of a gradual ramp up. Instead of a lame duck period, they have a year or so of basically uncontested rule.
I posted the NPC joke in a language-related chat group on WeChat (China's Facebook). There were no consequences for two days, because Chinese censors don't waste their time analyzing jokes in English language chat. But after a couple of days the American moderators of the group (resident in China, like me) decided to eject me from the group and break off all communication.
[But] if you’re at an intersection in the US as a driver and it’s 2am and there same situation the vast majority of Americans will just wait for a green light. In Brazil or Thailand they will just blow past it like a jaywalking American.
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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
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
Get rid of the regime The theory falls apart because citizens still need to overcome the collective action problem; regime elites, almost by definition, benefit from the current regime; regimes prioritise paying for security forces over domestic population; and rival powers come to the rescue. As empirical research clearly shows, sanctions are the most brutal and harmful when they have the least likelihood of success. Step 1 of causing economic hardship certainly succeeds — UN sanctions were associated with an aggregate GDP reduction 25% of GDP per decade; US sanctions were associated with a 13.4% decline over seven years. Beyond the destruction of wealth of innocent citizens, sanctions cause excess deaths due to starvation and brutalising ever more desperate regimes that engage in mass killing to repress domestic protests — six-figure infant deaths in Iraq; 1,000 infant deaths per month in Haiti, 40,000 excess deaths in Venezuela in 2017-2018 alone; 38% of Syrian population unable to meet basic food requirements in 2018. Step 4 of regime change has yet to happen as a result of the harshest sanctions against Cuba since 1959, Iraq since 1998, Syria since 2011, and Venezuela since 2019. The Bush, Clinton, new Bush, and Obama administrations all stuck to a policy of not speaking with adversaries, which is the opposite of achieving foreign policy goals by providing targeted regimes a clear path towards the removal of sanctions. Once again, Hanania shows that there is no American grand strategy — sanctions are used to accomplish domestic political goals rather than foreign policy objectives. Leaders face domestic pressure to ‘do something’ about human rights violations and military aggressions abroad, and short of military intervention, sanctions is the only option beyond words of condemnation. Sanctions are an ‘easy’ option because there will be little to no domestic opposition when all the deaths and economic destruction are out of sight; out of mind. 5. The War On Terror The Bush Years After 9/11, the United States has invaded the al-Qaeda sanctuary of Afghanistan, but also the completely irrelevant Iraq. In the view of grand strategy, war is a means to accomplish national security objectives; in the view of public choice, national security objectives is a means to accomplish war (or at least a large military budget). The post hoc rationalisation of the war on terror rests on three incoherent ideologies: Antiterrorism: disproportional militarised response to terrorist attacks
[The panel] awarded the United States roughly $2 million in damages. Unfortunately, the cost of near-constant revolution had depleted Mexico’s treasury and it could not satisfy those awards (Chapter 2)
Any unequal support provided by the United States to France would have been a casus belli, an act of belligerency warranting a military response. The Girondins should have realized that the United States government could not let its territory be used as a recruiting ground for a rebel army to foment insurrections. To aid France this way would have been an act of war against Britain and Spain.
An obscure office in the U.S. Treasury Department is tasked with enforcing sanctions rules: the Office of Foreign Assets Control, or OFAC. Over the course of the last two decades, OFAC has developed more targeted—and effective—sanction tools. The biggest innovation came in 2010. At the behest of OFAC, Congress passed the Comprehensive Iran Sanctions, Accountability, and Divestment Act, which strengthened U.S. sanctions on the Iranian energy industry and financial sector. Whereas previous measures had targeted Iranian firms, Congress now authorized the imposition of “secondary sanctions” on any bank, anywhere in the world, that transacted with Iran’s central bank. By placing it on the black list, OFAC could cut off any bank from access to the U.S. financial sector. The United States offered banks a choice: You can do business with the United States or you can do business with Iran; you can’t do both. (Chapter 16)
At commenters’ request, I looked at Central American countries. These usually have lots of guns, high murder rates, and poor social safety nets. Here they are (sources for Honduras, Nicaragua, El Salvador, and Guatemala):
All four Central American countries I looked at had declines in homicides, rather than spikes, in 2020, despite also having pandemics and warm weather.
We would have to imagine that, as the pandemic started in March, nobody was committing extra pandemic murders, because of the temperature (they were still mostly committing their usual murders, though). As the temperature gradually rose through late March, April, and early May, murder did not rise at all above its historical baseline, because all the pandemic-dependent murderers were waiting for the temperature to hit some critical point. Then in late May, as soon as the temperature hit some critical point (78 degrees?) there was a large discontinuity with all previous years’ murder trends in a way that had never happened before. Then, as the temperature continued to rise into July and August, there was no further increase. Then, as the temperature declined into the winter months, there was no further decrease: all those murderers, having been activated by the key temperature of 78 degrees occurring once, remained in their new murderous form, no matter how cold it got. Mind you, this has never happened before in any other year, it’s just a feature of the pandemic x murder interaction. Which didn’t happen in any other country, even though those countries also had pandemics and temperatures.
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Sometimes your overconfident friend will get it wrong, and the coin will come up tails. 6. Technical evidence The book covers a lot of technical evidence that’s considered by some to point toward a lab origin. Although I’m a computational biologist myself, I don’t have the background knowledge required to evaluate this evidence, and have only been able to observe the back-and-forth debates between people who actually do have this background knowledge. So I didn’t update my opinion much based on these pieces of evidence, but I’ll still describe some of them here. The first widely-cited piece of technical evidence has to do with the lack of rapid evolution of the virus early on in the pandemic. Some scientists claim that SARS-CoV-2 reached genetic stability early on, suggesting that it was already well-adapted to spread in humans at the start of the outbreak. Some have interpreted this as evidence that it was engineered for this purpose, or underwent serial passaging to encourage adaptation to human or humanized cells. Here’s a pre-print from May 2020 (on which Alina Chan is actually a co-author) making the claim that SARS-CoV-2 was already well-adapted to humans at the beginning of the pandemic. However, a review paper from proponents of the natural origins hypothesis disputes this claim, and offers several technical counterpoints, citing adaptive mutations later on in the pandemic that increased the virus’s fitness. The second widely-cited piece of technical evidence is related to a feature of the SARS-CoV-2 called the furin cleavage site (FCS). The FCS increases the ability of the virus to infect certain types of cells, and is part of what makes SARS-CoV-2 especially contagious. It’s considered an unusual feature, and has not been found in the other viruses most closely related to SARS-CoV-2. It’s worth noting that previous gain of function research has included inserting a furin cleavage site into the original SARS virus from the 2003 epidemic. The debate over the FCS in SARS-CoV-2 is mostly related to sequence analysis, and I don’t have enough background knowledge on this to take a side on it either way. This is a paper by Rossana Segreto and Yuri Deigin claiming that the FCS may suggest genetic manipulation and point to a lab origin. For technical counterpoints on the FCS, I’ll refer you to the same review paper from natural origins proponents that I mentioned in the last paragraph. A large chunk of the book is devoted to exploring these technical claims. These sections of the book are interesting and informative for hearing one perspective, but I definitely recommend checking out other sources with the technical counterpoints to get a full view of things. Personally I did not update my opinion based on these pieces of evidence because I don’t have enough background knowledge to evaluate opposing claims being made about them. Also, I think it’s worth noting that the debates around these pieces of evidence are specifically related to the subset of lab leak possibilities that involves genetic engineering and manipulation. However, even if it were proven, beyond a doubt, that SARS-CoV-2 was not the product of genetic engineering, that would not rule out the possibility that it was a natural virus, collected from the field, that was stored in the WIV and leaked out. I want to point this out because I’ve seen some semantic confusion where people claim to “disprove” the lab leak hypothesis, when really they are given arguments specifically against the possibility of genetic engineering. 7. Signal and noise So far I’ve tried to summarize some of the key points of the book that I view as being the most important, but there are also a ton of other tiny pieces of information for us to try to make sense of. Some of these bits are either false, misleading, or meaningless. For example, Chan and Ridley tell the story of Dr. Limeng Yan, a scientist-turned-whistleblower who fled to the US in April 2020 in fear of being “disappeared” in China. By all accounts, Dr. Yan started off as a legitimate whistleblower. She learned of COVID’s human-to-human transmission early on, when it was still being denied by the Chinese government, tried to report it up her chain of command (but was told to keep quiet), and ended up leaking the information to a Youtube commentator who told the world – and of course, it was confirmed by the Chinese government and WHO the next day. But instead of the story ending there, with Dr. Yan as a brave hero, things took a sad turn. She fled to the US in fear, but ended up in a situation where her only American contacts were people with their own political agendas (including Steve Bannon). Facing this scary and uncertain situation in a foreign land, it seems she basically told these people what they wanted to hear, and possibly ended up believing it herself through self-deception. Soon she was giving interviews to right-wing media outlets, spouting the actual unfounded conspiracy theory that SARS-CoV-2 was a bioweapon released by China on purpose, and other false information. This is a sad story about a scientist who tried to do the right thing, but ended up intellectually corrupted by forces beyond her control. It’s also a reminder of how much noise and false information is out there. It’s easy to dismiss the ridiculous claim that COVID began as a bioweapon, but other claims are more difficult to evaluate. For example, according to a US intelligence report, three researchers at the WIV became so severely ill in November 2019 that they required hospitalization. It was reported that they had symptoms consistent with both COVID-19 and regular seasonal illness. What should we make of this claim [7]? Conclusion 1: I have no idea whether the virus came from a lab or from nature After reading the book and going down several related rabbit holes, I feel as uncertain as ever about the origins of the COVID-19 pandemic. However, I have generally updated towards viewing the lab leak hypothesis as plausible, rather than an insane conspiracy theory. This partly due to this book, as well as many other related sources I came across last year. To summarize, my overall updating went something like this: Prior: Definitely natural origins (Obviously, I’m not a conspiracy theorist).
Inline links: pre-print from May 2020, review paper from proponents of the natural origins hypothesis, inserting a furin cleavage site into the original SARS virus, This is a paper by Rossana Segreto and Yuri Deigin, three researchers at the WIV became so severely ill in November 2019 that they required hospitalization.
United States United Kingdom The US will grow from about 330 million people today to about 430 million in 2100; the UK from about 60 million to 80 million. Most of this growth will be immigration. Some of these immigrants will come from sub-Saharan Africa, others from countries whose populations are themselves declining (sorry, other countries).
But in fact, the Amish will not quite be a majority of Americans in 2250, because Orthodox Jews have only-slightly-slower growth rates.
The same is true in the West. The number of native-born white Americans is predicted to fall from 200 million to 140 million by 2100, a 30% decrease. But 140 million native-born white Americans is about as many as there were in 1965, when native-born white American Paul Ehrlich wrote Population Bomb, claiming that current populations were unsustainable and the world would collapse soon. On the way up, people were able to look at same these numbers and see them as terrifyingly high. Is there some objective standard by which we should look at them and instead find them worryingly low?
The biggest problem is China. US regulations don’t affect China. China says that AI leadership is a cornerstone of their national security - both as a massive boon to their surveillance state, and because it would boost their national pride if they could beat America in something so cutting-edge.
MacAskill thinks yes. His example is the abolition of slavery. The Greeks and Romans, for all their moral philosophy, never really considered this. Nor was there much abolitionist thinking in the New World before 1700. As far as anyone can tell, the first abolitionist was Benjamin Lay (1682 - 1759), a hunchbacked Quaker dwarf who lived in a cave. He convinced some of his fellow Quakers, the Quakers convinced some other Americans and British, and the British convinced the world.
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.
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All of our best holidays have begun as anti-holidays to neutralize older rites. Jesus was born in the spring; they moved Christmas to December to neutralize the pagan Solstice celebration. Easter got its name because it neutralized the rites of the spring goddess Eostre. Hanukkah was originally a minor celebration of a third-tier Bible story; American Jews bumped it up several notches of importance in order to neutralize Christmas.
Other commenters have meatier objections. In response to the claim that American Jews signal-boosted Hanukkah to compete with Christmas, Falernum writes:
Inline links: Falernum
In North America, Hanukkah became increasingly important to many Jewish individuals and families during the latter part of the 20th century, including a large number of secular Jews, who wanted to celebrate a Jewish alternative to the Christmas celebrations which frequently overlap with Hanukkah. Diane Ashton argues that Jewish immigrants to America raised the profile of Hanukkah as a kid-centered alternative to Christmas as early as the 1800s. This in parts mirrors the ascendancy of Christmas, which like Hanukkah increased in importance in the 1800s. During this time period, Jewish leaders (especially Reform) like Max Lilienthal and Isaac Mayer Wise made an effort to rebrand Hanukkah and started creating Hanukkah celebration for kids at their synagogues, which included candy and singing songs. By the 1900s, it started to become a commercial holiday like Christmas, with Hanukkah gifts and decorations appearing in stores and Jewish Women's magazines printing articles on holiday decorations, children's celebrations, and gift giving. Ashton says that Jewish families did this in order to maintain a Jewish identity which is distinct from mainline Christian culture, on the other hand, the mirroring of Hanukkah and Christmas made Jewish families and kids feel that they were American. Though it was traditional for Ashkenazi Jews to give "gelt" or money to children during Hanukkah, in many families, this tradition has been supplemented with the giving of other gifts so that Jewish children can enjoy receiving gifts just like their Christmas-celebrating peers do. Children play a big role in Hanukkah, and Jewish families with children are more likely to celebrate it than childless Jewish families, and sociologists hypothesize that this is because Jewish parents do not want their kids to be alienated from their non-Jewish peers who celebrate Christmas.
“Wegovy” sounds like either a cooperative governance platform, or some kind of obscure medieval sin. Weight loss pills have a bad reputation. But Wegovy is a big step up. It doesn’t work for everybody. But it works for 66-84% of people, depending on your threshold. (Source) Of six major weight loss drugs, only two - Wegovy and Qsymia - have a better than 50-50 chance of helping you lose 10% of your weight. Qsymia works partly by making food taste terrible; it can also cause cognitive issues. Wegovy feels more natural; patients just feel full and satisfied after they’ve eaten a healthy amount of food. You can read the gushing anecdotes here (plus some extra anecdotes in the comments). Wegovy patients also lose more weight on average than Qsymia patients - 15% compared to 10%. It’s just a really impressive drug. Until now, doctors didn’t really use medication to treat obesity; the drugs either didn’t work or had too many side effects. They recommended either diet and exercise (for easier cases) or bariatric surgery (for harder ones). Semaglutide marks the start of a new generation of weight loss drugs that are more clearly worthwhile. Modeling Semaglutide Accessibility 40% of Americans are obese - that’s 140 million people. Most of them would prefer to be less obese. Suppose that a quarter of them want semaglutide. That’s 35 million prescriptions. Semaglutide costs about $15,000 per year, multiply it out, that’s about $500 billion. Americans currently spend $300 billion per year total on prescription drugs. So if a quarter of the obese population got semaglutide, that would cost almost twice as much as all other drug spending combined. It would probably bankrupt half the health care industry. So . . . most people who want semaglutide won’t get it? Unclear. America’s current policy for controlling medical costs is to buy random things at random prices, then send all the bills to an illiterate reindeer-herder named Yagmuk, who burns them for warmth. Anything could happen! Right now, only about 50,000 Americans take semaglutide for obesity. I’m basing this off this report claiming “20,000 weekly US prescriptions” of Wegovy; since it’s taken once per week, maybe this means there are 20,000 users? Or maybe each prescription contains enough Wegovy to last a month and there are 80,000 users? I’m not sure, but it’s somewhere in the mid five digits, which I’m rounding to 50,000. That’s only 0.1% of the potential 35 million. The next few sections of this post are about why so few people are on semaglutide, and whether we should expect that to change. I’ll start by going over my model of what determines semaglutide use, then look at a Morgan Stanley projection of what will happen over the next decade. Step 1: Awareness I model semaglutide use as interest * awareness * prescription accessibility * affordability. I already randomly guessed interest at 25%, so the next step is awareness. How many people are aware of semaglutide? The answer is: a lot more now than when I first started writing this article! Novo Nordisk’s Wegovy Gets Surprise Endorsement From Elon Musk, says the headline. And here’s Google Trends: Semaglutide is now as searched-for on Google as Prozac or Viagra. Even if this is a temporary Musk-related spike, even pre-Musk it was getting a little above half their level. But Google Trends doesn’t exactly track awareness; few people search for Prozac these days precisely because everyone already knows what it is. So all this tells us is that there’s a lot of buzz around semaglutide. Suppose for the sake of argument that 5% of obese people have heard of this drug. Step 2: Prescription Accessibility The FDA says Wegovy is indicated for obesity, defined as BMI ≥ 30, or for people with BMI ≥ 27 and certain medical conditions. Does that mean that if you have that BMI, your doctor will give you a prescription? I think most doctors will want patients to try diet and exercise first. My experience as a doctor is that most obese people have already considered diet and exercise. Sometimes if you have a very compelling reason and a very well-thought out plan you can get them to try again. But usually they are obese because diet and exercise are hard for them, or don’t work for them, or some other reason besides “they never thought of it”. Still, I hear lots of stories about patient-doctor fights here. I assume this will happen with Wegovy too. Every doctor will have their own threshold for what amount of “already tried diet and exercise” is enough to justify a Wegovy prescription, and sometimes patients won’t meet that threshold. The history of medicine includes the following story many times: there’s some condition that doctors recommend lifestyle changes for. Then an exciting new medication comes out that treats the condition effectively. Over a generation or so, doctors go from demanding the lifestyle change, to gesturing at the lifestyle change before prescribing the medication, to mostly just prescribing the medication. We saw this with cholesterol and statins, with hypertension and ACE inhibitors, with depression and SSRIs. You can form your own opinion on whether this is good or bad, but we’re probably in the very beginning of this process with obesity. Opinions will be all over the map for a while before the inevitable pharma company victory makes everyone agree that semaglutide is first-line therapy. …except that this time, Silicon Valley is short-circuiting the process with fly-by-night telemedicine companies that guarantee you’ll get the drugs you want. For example, NextMed charges $138/month ($99 first month only!) for a guaranteed GLP-1 agonist prescription, plus “support and messaging with expert doctors”. The DEA sometimes shuts these groups down when they start playing around with controlled substances (eg addictive drugs like Adderall), but Wegovy isn’t controlled, and the government probably doesn’t care that much here. These services guarantee that people with money will be able to circumvent conservative doctors and access a prescription. Only 75% of Americans have PCPs at all. If we assume half of them will eventually be able to get a Wegovy prescription from their doctor, that’s 37.5%. Step 3: Affordability Semaglutide costs $15,000/year. Well-off people like Elon Musk might be able to pay that out-of-pocket, but most people will probably need insurance coverage. Right now this is spotty. Medicare doesn’t cover obesity drugs. This isn’t a reaction to the threat of semaglutide-related cost explosions - they’re not that smart. I think Medicare laws were just written in the old days when people were less likely to think of obesity as a disease. Is it time for change? Some Congressmen have proposed a very noble-sounding law telling Medicare and Medicaid to start covering weight loss drugs. I‘m sure this is out of deep compassion for America’s obese population and not because it would make pharma companies one billion zillion dollars. One of the Congressmen even has the last name “Kind!” Some pharma lobbyist probably got a bonus for that one. Private insurers mostly have to cover whatever Medicare does, but they can choose whether or not to include extra non-Medicare-covered drugs. Some have chosen to cover semaglutide under some conditions. Others would prefer not to cover it, but can be scared into covering it by the magic words “medical necessity”. Overall I don’t understand the laws here beyond that maybe they’ll cover it and maybe they won’t. Here, too, it might be time for change. The New York Times is publishing articles trying to convince us that private insurances not covering semaglutide is an outrage. Here in the tiny gray text, I want to take a second to complain about this article. It notes that Wegovy (semaglutide for obesity) costs more per prescription than Ozempic (semaglutide for diabetes), and calls this “a gross inequity”, accusing Novo Nordisk of “charg[ing] people more for the same drug because of their obesity”. But the obesity prescription is higher dose than the diabetes prescription! Milligram per milligram, Wegovy costs *less* than Ozempic! A steelmanned version of the NYT might object - don’t most of the costs come from the intellectual property and not the manufacturing, so that dose shouldn’t matter? Yes, but if you made the obesity version cost too much less per milligram than the diabetes version, then diabetics would cheat the system by buying the obesity version and splitting it into smaller doses! Insurances that do cover it may require extra documentation that the patient has tried lots of diet and exercise, maybe including some official diet-and-exercise program like WeightWatchers. They might also want documentation that patients have tried cheaper earlier-generation weight loss drugs without success. Even when insurances do cover semaglutide, copays may be very high. I have a pretty minimal insurance and it looks like if I got semaglutide my copay would be about $500/month until I reach my out of pocket limit. Harsh. People with better insurances might get hit less hard, but I don’t think anyone will be picking this up for cheap. Let’s say only 5% of people who clear all previous hurdles can afford the drug. How Many People Get Semaglutide? 140 million obese Americans * 25% interested * 5% know of semaglutide’s existence * 37.5% can get prescriptions * 5% can afford it = 33,000, which is a pretty good match for the 50,000 estimated prescriptions. I didn’t even fudge the numbers to come out right, it just happened. The Coming Decade As a service to pharma investors, Morgan Stanley modeled the economic future of obesity medications over the next decade. Their headline result: semaglutide and various semaglutide-copycat-drugs will be a $30 billion market by 2030. That’s less than the $500 billion disaster I was afraid of! But still almost 10% of all US drug spending! Here are two core analyses from the report: The first analysis asks “what if doctors medicalized obesity as comprehensively as they’ve medicalized hypertension and high cholesterol?” That is: what if we put in a society-wide effort to get every obese person to a doctor, and after only a little diet and exercise, the doctor puts them on a medication? They find that the US obesity market would multiply by a factor of 25, to about $87 billion/year. The second analysis is a more realistic projection for the next decade. Two things stand out. First, the number of patients on Wegovy or related medications goes from an estimated 46,910 now (pretty close to my 50,000 estimate!) to 11.3 million in 2030. Second, the cost per prescription goes from $15,000/year to about $4,000 year. Let’s look at this second change in more detail. Right now semaglutide is literally in a class of its own for weight loss. But remember, it started as a GLP-1 agonist diabetes drug. And there are other GLP-1 agonists already in use for diabetes. Novo Nordisk’s competitor Eli Lilly owns a closely related molecule, tirzepatide (Mounjaro®). They’ve already done studies showing it also works very well for weight loss - if anything even better than semaglutide - and they’re expected to get FDA approval to market it as a weight loss medication next year. Although capitalism fans might expect the presence of two competing drugs to immediately drive down prices, this is mysteriously not how things work in health care and prices will probably stay the same in the short term. But several other companies are working on semaglutide-like drugs, some will be cheaper to produce than semaglutide, and Morgan Stanley expects that this stronger level of competition will eventually drive costs down to $350/month ($4,000/year) by 2030. “Mounjaro” sounds like the playful animal sidekick in a Disney movie. From a purely economic perspective, semaglutide costs the health system money (because it’s expensive) but also saves the health system money (because we don’t have to pay for obesity consequences like diabetes and heart attacks). Which effect wins out? According to the Institute for Clinical and Economic Review, benefits would outweigh costs if semaglutide cost less than about $8,000/year. Since it costs $15,000 year now, it’s not cost effective. But if Morgan Stanley’s model comes true and it costs $4,000/year in 2030, then it will be cost effective. So at some point, Medicare (and so insurance companies) may start covering it more out of self-interest. I can’t tell whether the model takes this into account or not. (there’s also a third-level effect where it costs the health system money again, because it prevents people from dying of obesity-related complications, and dead people stop needing expensive health care. I think health economists are supposed to ignore this level.) 11.3 million prescriptions at $4,000/year comes to $45 billion, but Morgan Stanley expects that not everyone will fill their prescriptions consistently or stay on the medication the same amount of time, leading to their $31 billion figure. Towards The Glorious Post-Obesity Transhuman Future The Morgan Stanley report shows that even the greediest pharma investors, openly plotting to medicalize obesity, can’t bring themselves to believe in more than 11 million US semaglutide patients by 2030. That’s less than 10% of the US obese population. Isn’t that kind of disappointing? We’ve got > 100 million people dealing with a condition that not only makes them unhealthy, but also causes them psychological distress, and makes lots of people low-grade disappointed in and repulsed by our society. And we’ve got an effective drug that treats the condition. And we’re going to use it on less than 10% of the people involved? In 2032, semaglutide goes off-patent. It will probably take a few years to sort out legal issues and ramp up generic production, but by the mid-2030s, its price will go way down. I don’t think there are technical barriers to getting it down as low as $10 - $100 per month. By then, maybe there will be even more exciting branded weight loss drugs for wealthy people to choose from. But at the very least, semaglutide itself should become much more widely available even to poor or uninsured patients. I’m not sure what will happen. Will there be an inflection point, where so many people use semaglutide that obesity becomes unusual again, and then the remaining obese people start using it just to fit in? Will obesity become an optional fashion statement, like shaving your head or getting a tattoo? Or will semaglutide end up disappointing us in some way, like so many promising drugs have before? I come at semaglutide from a transhumanist perspective. I want to hack genetics and biology until everyone is as tall as they want, as strong as they want, as smart as they want, and whatever gender they want. If you want wings, you should be able to have wings. And yes, part of this vision is everyone having the weight they want. I’m not sure this will happen, but for the first time I can see a clear path to how it might. Postscript 1: Should You Take Semaglutide? I can’t answer this, please ask your doctor. But I do want to add that there are potential side effects I haven’t mentioned in this post, including nausea, gastrointestinal problems, pancreatitis, and kidney problems. Semaglutide has been accused of slightly increasing risk of pancreatic and thyroid cancers. Studies have found trends in this direction, but these conditions are so rare that even over thousands of patients over many years, the increase hasn’t yet reached clear statistical significance. The current consensus position is that it may increase thyroid cancer by a tiny amount not relevant to most patients, and that it probably doesn’t increase pancreatic cancer. I think my father has looked over these data more and is less sure than other people about the lack of pancreatic cancer risk, but he can’t get the resources he needs to prove anything, and I can’t remember his exact argument. More broadly: like all medications, semaglutide has benefits and risks, and you shouldn’t blindly take it after reading one blog article. Postscript 2: Is There A Way To Cheat The System To Get Semaglutide For Lower Cost? Health care is much like airline tickets: everyone pays a different price for everything and there’s usually a secret way to get what you want for much less money. Is this true of semaglutide? Pharma company Novo Nordisk offers a Savings Card that they say brings the price down to as low as $25 per month. I’m a little suspicious of this - pharma company offers are rarely as good as they sound - but I don’t notice any obvious tricks in this one and it should probably be your first bet. This startup claims that they can get insured people semaglutide for a $25/month copay “after their deductible is met” by negotiating with the insurance company very effectively. I can’t imagine how that works or what they have to negotiate with, but they seem pretty convinced, so I would welcome more information. Otherwise, you don’t have many great options. Although there are two older forms of semaglutide not FDA-approved for weight loss - Ozempic and Rybelsus - these are both more expensive, milligram per milligram, than Wegovy itself. Canada is also of no help. The usual Canadian pharmacies don’t seem to carry Wegovy, and charge about the same amount for Ozempic as American pharmacies do. This article in Drug Discovery Trends says that compounding pharmacies have been selling semaglutide for $300/month, less than a quarter of the sticker price. This is a bit confusing: compounding pharmacies are small local operations permitted to dispense unusual medications by mixing existing ones together in nonstandard ways. They’re arguing that they can legally dispense the semaglutide because they’re mixing it with vitamins, which, fine, but how are they getting it in the first place? Everyone else seems as confused as I am: "Nobody knows how [compounding pharmacies are] getting it," said Karl Nadolsky, an endocrinologist at Spectrum Health. "Who's making it? [The pharma company that makes it] Novo [Nordisk]'s not giving it to them. They're the ones with the rights to the molecule, so how is anybody getting semaglutide?" Has nobody asked compounding pharmacists about this? Do they have a conspiracy of silence? Does the FDA sometimes send their goons in to extract the information, but the compounding pharmacists compound sleeping gas / smoke grenades and vanish into the night? Anyway, the usual authorities warn you not to take compounded semaglutide under any circumstances, but they’re the same people who tell you never to buy drugs from a Canadian pharmacy because they might be adulterated. You can decide how much you want to trust them. Postscript 3: What About Europe And The Rest Of The World? Countries that are not the US usually negotiate with pharmaceutical companies over price. Because of some combination of “negotiation works” and “they are free-riding off Americans’ hard work”, they usually get much lower prices. What does semaglutide cost elsewhere? This is hard to find out because government health agencies sometimes keep their prices secret, plus Wegovy mostly isn’t available in other countries yet. The only information I could find was from Britain, which is in the process of making Wegovy available to patients. It looks like NHS will “restrict the expensive drug’s availability to very obese people attending specialist weight-loss clinics”, but that it might be possible to get it from private clinics for £199/month = £2400/year. Wegovy has been approved in the EU but doesn’t seem to have made it there yet. I can’t find any information about any other country. Non-weight-loss-indicated versions of semaglutide are available in many countries, but I wouldn’t expect their health care systems to be flexible about redirecting it for weight. Canadian regulators have approved Wegovy, but it doesn’t seem to be available there yet. I haven’t seen any evidence that Ozempic costs less in Canada than it does in the US, and I’m not sure why. Maybe the pharma companies have figured out that anything that happens in Canada gets imported into the US, and they’re playing hardball this time. I don’t know whether Canadians will be able to get it for cheaper than Americans or not. Postscript 4: Predictions (all predictions are conditional on no singularity or global catastrophe) 10 million Americans on semaglutide (or yet-to-be-approved equally good or superior alternatives) by 2030: 75%
Inline links: https://substackcdn.com/image/fetch/$s_!gShh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4b4ffd4-3d5b-445c-961d-f562ca14ac0f_818x220.png, Source, here, in the comments, lose more weight, this report, Novo Nordisk’s Wegovy Gets Surprise Endorsement From Elon Musk, https://substackcdn.com/image/fetch/$s_!RABx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F366df26d-e420-431d-8034-e2c4a6a8de60_1149x471.png, NextMed, a very noble-sounding law, https://substackcdn.com/image/fetch/$s_!l_X7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1dbb9e98-6e07-4237-988e-3b7a61af3e5a_1381x834.png, is publishing articles, https://substackcdn.com/image/fetch/$s_!R-zS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0f24b293-27de-462a-84fd-bed2ba7cf07f_1723x831.png, https://substackcdn.com/image/fetch/$s_!zSOS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0906b28a-1ad4-421d-a055-87ed95db59ce_918x261.png, https://substackcdn.com/image/fetch/$s_!QJj9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb966f730-6b24-48e1-98b1-e710cda9264c_903x656.png, this is mysteriously not how things work in health care, https://substackcdn.com/image/fetch/$s_!5poy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc201f05a-7d1f-4738-911f-11d0d051adf9_2880x1562.png, Institute for Clinical and Economic Review, don’t think there are technical barriers, offers a Savings Card, This startup, about the same amount for Ozempic, This article in Drug Discovery Trends, Everyone else seems as confused as I am, NHS will, private clinics
Semaglutide is now as searched-for on Google as Prozac or Viagra. Even if this is a temporary Musk-related spike, even pre-Musk it was getting a little above half their level. But Google Trends doesn’t exactly track awareness; few people search for Prozac these days precisely because everyone already knows what it is. So all this tells us is that there’s a lot of buzz around semaglutide. Suppose for the sake of argument that 5% of obese people have heard of this drug. Step 2: Prescription Accessibility The FDA says Wegovy is indicated for obesity, defined as BMI ≥ 30, or for people with BMI ≥ 27 and certain medical conditions. Does that mean that if you have that BMI, your doctor will give you a prescription? I think most doctors will want patients to try diet and exercise first. My experience as a doctor is that most obese people have already considered diet and exercise. Sometimes if you have a very compelling reason and a very well-thought out plan you can get them to try again. But usually they are obese because diet and exercise are hard for them, or don’t work for them, or some other reason besides “they never thought of it”. Still, I hear lots of stories about patient-doctor fights here. I assume this will happen with Wegovy too. Every doctor will have their own threshold for what amount of “already tried diet and exercise” is enough to justify a Wegovy prescription, and sometimes patients won’t meet that threshold. The history of medicine includes the following story many times: there’s some condition that doctors recommend lifestyle changes for. Then an exciting new medication comes out that treats the condition effectively. Over a generation or so, doctors go from demanding the lifestyle change, to gesturing at the lifestyle change before prescribing the medication, to mostly just prescribing the medication. We saw this with cholesterol and statins, with hypertension and ACE inhibitors, with depression and SSRIs. You can form your own opinion on whether this is good or bad, but we’re probably in the very beginning of this process with obesity. Opinions will be all over the map for a while before the inevitable pharma company victory makes everyone agree that semaglutide is first-line therapy. …except that this time, Silicon Valley is short-circuiting the process with fly-by-night telemedicine companies that guarantee you’ll get the drugs you want. For example, NextMed charges $138/month ($99 first month only!) for a guaranteed GLP-1 agonist prescription, plus “support and messaging with expert doctors”. The DEA sometimes shuts these groups down when they start playing around with controlled substances (eg addictive drugs like Adderall), but Wegovy isn’t controlled, and the government probably doesn’t care that much here. These services guarantee that people with money will be able to circumvent conservative doctors and access a prescription. Only 75% of Americans have PCPs at all. If we assume half of them will eventually be able to get a Wegovy prescription from their doctor, that’s 37.5%. Step 3: Affordability Semaglutide costs $15,000/year. Well-off people like Elon Musk might be able to pay that out-of-pocket, but most people will probably need insurance coverage. Right now this is spotty. Medicare doesn’t cover obesity drugs. This isn’t a reaction to the threat of semaglutide-related cost explosions - they’re not that smart. I think Medicare laws were just written in the old days when people were less likely to think of obesity as a disease. Is it time for change? Some Congressmen have proposed a very noble-sounding law telling Medicare and Medicaid to start covering weight loss drugs. I‘m sure this is out of deep compassion for America’s obese population and not because it would make pharma companies one billion zillion dollars. One of the Congressmen even has the last name “Kind!” Some pharma lobbyist probably got a bonus for that one. Private insurers mostly have to cover whatever Medicare does, but they can choose whether or not to include extra non-Medicare-covered drugs. Some have chosen to cover semaglutide under some conditions. Others would prefer not to cover it, but can be scared into covering it by the magic words “medical necessity”. Overall I don’t understand the laws here beyond that maybe they’ll cover it and maybe they won’t. Here, too, it might be time for change. The New York Times is publishing articles trying to convince us that private insurances not covering semaglutide is an outrage. Here in the tiny gray text, I want to take a second to complain about this article. It notes that Wegovy (semaglutide for obesity) costs more per prescription than Ozempic (semaglutide for diabetes), and calls this “a gross inequity”, accusing Novo Nordisk of “charg[ing] people more for the same drug because of their obesity”. But the obesity prescription is higher dose than the diabetes prescription! Milligram per milligram, Wegovy costs *less* than Ozempic! A steelmanned version of the NYT might object - don’t most of the costs come from the intellectual property and not the manufacturing, so that dose shouldn’t matter? Yes, but if you made the obesity version cost too much less per milligram than the diabetes version, then diabetics would cheat the system by buying the obesity version and splitting it into smaller doses! Insurances that do cover it may require extra documentation that the patient has tried lots of diet and exercise, maybe including some official diet-and-exercise program like WeightWatchers. They might also want documentation that patients have tried cheaper earlier-generation weight loss drugs without success. Even when insurances do cover semaglutide, copays may be very high. I have a pretty minimal insurance and it looks like if I got semaglutide my copay would be about $500/month until I reach my out of pocket limit. Harsh. People with better insurances might get hit less hard, but I don’t think anyone will be picking this up for cheap. Let’s say only 5% of people who clear all previous hurdles can afford the drug. How Many People Get Semaglutide? 140 million obese Americans * 25% interested * 5% know of semaglutide’s existence * 37.5% can get prescriptions * 5% can afford it = 33,000, which is a pretty good match for the 50,000 estimated prescriptions. I didn’t even fudge the numbers to come out right, it just happened. The Coming Decade As a service to pharma investors, Morgan Stanley modeled the economic future of obesity medications over the next decade. Their headline result: semaglutide and various semaglutide-copycat-drugs will be a $30 billion market by 2030. That’s less than the $500 billion disaster I was afraid of! But still almost 10% of all US drug spending! Here are two core analyses from the report: The first analysis asks “what if doctors medicalized obesity as comprehensively as they’ve medicalized hypertension and high cholesterol?” That is: what if we put in a society-wide effort to get every obese person to a doctor, and after only a little diet and exercise, the doctor puts them on a medication? They find that the US obesity market would multiply by a factor of 25, to about $87 billion/year. The second analysis is a more realistic projection for the next decade. Two things stand out. First, the number of patients on Wegovy or related medications goes from an estimated 46,910 now (pretty close to my 50,000 estimate!) to 11.3 million in 2030. Second, the cost per prescription goes from $15,000/year to about $4,000 year. Let’s look at this second change in more detail. Right now semaglutide is literally in a class of its own for weight loss. But remember, it started as a GLP-1 agonist diabetes drug. And there are other GLP-1 agonists already in use for diabetes. Novo Nordisk’s competitor Eli Lilly owns a closely related molecule, tirzepatide (Mounjaro®). They’ve already done studies showing it also works very well for weight loss - if anything even better than semaglutide - and they’re expected to get FDA approval to market it as a weight loss medication next year. Although capitalism fans might expect the presence of two competing drugs to immediately drive down prices, this is mysteriously not how things work in health care and prices will probably stay the same in the short term. But several other companies are working on semaglutide-like drugs, some will be cheaper to produce than semaglutide, and Morgan Stanley expects that this stronger level of competition will eventually drive costs down to $350/month ($4,000/year) by 2030. “Mounjaro” sounds like the playful animal sidekick in a Disney movie. From a purely economic perspective, semaglutide costs the health system money (because it’s expensive) but also saves the health system money (because we don’t have to pay for obesity consequences like diabetes and heart attacks). Which effect wins out? According to the Institute for Clinical and Economic Review, benefits would outweigh costs if semaglutide cost less than about $8,000/year. Since it costs $15,000 year now, it’s not cost effective. But if Morgan Stanley’s model comes true and it costs $4,000/year in 2030, then it will be cost effective. So at some point, Medicare (and so insurance companies) may start covering it more out of self-interest. I can’t tell whether the model takes this into account or not. (there’s also a third-level effect where it costs the health system money again, because it prevents people from dying of obesity-related complications, and dead people stop needing expensive health care. I think health economists are supposed to ignore this level.) 11.3 million prescriptions at $4,000/year comes to $45 billion, but Morgan Stanley expects that not everyone will fill their prescriptions consistently or stay on the medication the same amount of time, leading to their $31 billion figure. Towards The Glorious Post-Obesity Transhuman Future The Morgan Stanley report shows that even the greediest pharma investors, openly plotting to medicalize obesity, can’t bring themselves to believe in more than 11 million US semaglutide patients by 2030. That’s less than 10% of the US obese population. Isn’t that kind of disappointing? We’ve got > 100 million people dealing with a condition that not only makes them unhealthy, but also causes them psychological distress, and makes lots of people low-grade disappointed in and repulsed by our society. And we’ve got an effective drug that treats the condition. And we’re going to use it on less than 10% of the people involved? In 2032, semaglutide goes off-patent. It will probably take a few years to sort out legal issues and ramp up generic production, but by the mid-2030s, its price will go way down. I don’t think there are technical barriers to getting it down as low as $10 - $100 per month. By then, maybe there will be even more exciting branded weight loss drugs for wealthy people to choose from. But at the very least, semaglutide itself should become much more widely available even to poor or uninsured patients. I’m not sure what will happen. Will there be an inflection point, where so many people use semaglutide that obesity becomes unusual again, and then the remaining obese people start using it just to fit in? Will obesity become an optional fashion statement, like shaving your head or getting a tattoo? Or will semaglutide end up disappointing us in some way, like so many promising drugs have before? I come at semaglutide from a transhumanist perspective. I want to hack genetics and biology until everyone is as tall as they want, as strong as they want, as smart as they want, and whatever gender they want. If you want wings, you should be able to have wings. And yes, part of this vision is everyone having the weight they want. I’m not sure this will happen, but for the first time I can see a clear path to how it might. Postscript 1: Should You Take Semaglutide? I can’t answer this, please ask your doctor. But I do want to add that there are potential side effects I haven’t mentioned in this post, including nausea, gastrointestinal problems, pancreatitis, and kidney problems. Semaglutide has been accused of slightly increasing risk of pancreatic and thyroid cancers. Studies have found trends in this direction, but these conditions are so rare that even over thousands of patients over many years, the increase hasn’t yet reached clear statistical significance. The current consensus position is that it may increase thyroid cancer by a tiny amount not relevant to most patients, and that it probably doesn’t increase pancreatic cancer. I think my father has looked over these data more and is less sure than other people about the lack of pancreatic cancer risk, but he can’t get the resources he needs to prove anything, and I can’t remember his exact argument. More broadly: like all medications, semaglutide has benefits and risks, and you shouldn’t blindly take it after reading one blog article. Postscript 2: Is There A Way To Cheat The System To Get Semaglutide For Lower Cost? Health care is much like airline tickets: everyone pays a different price for everything and there’s usually a secret way to get what you want for much less money. Is this true of semaglutide? Pharma company Novo Nordisk offers a Savings Card that they say brings the price down to as low as $25 per month. I’m a little suspicious of this - pharma company offers are rarely as good as they sound - but I don’t notice any obvious tricks in this one and it should probably be your first bet. This startup claims that they can get insured people semaglutide for a $25/month copay “after their deductible is met” by negotiating with the insurance company very effectively. I can’t imagine how that works or what they have to negotiate with, but they seem pretty convinced, so I would welcome more information. Otherwise, you don’t have many great options. Although there are two older forms of semaglutide not FDA-approved for weight loss - Ozempic and Rybelsus - these are both more expensive, milligram per milligram, than Wegovy itself. Canada is also of no help. The usual Canadian pharmacies don’t seem to carry Wegovy, and charge about the same amount for Ozempic as American pharmacies do. This article in Drug Discovery Trends says that compounding pharmacies have been selling semaglutide for $300/month, less than a quarter of the sticker price. This is a bit confusing: compounding pharmacies are small local operations permitted to dispense unusual medications by mixing existing ones together in nonstandard ways. They’re arguing that they can legally dispense the semaglutide because they’re mixing it with vitamins, which, fine, but how are they getting it in the first place? Everyone else seems as confused as I am: "Nobody knows how [compounding pharmacies are] getting it," said Karl Nadolsky, an endocrinologist at Spectrum Health. "Who's making it? [The pharma company that makes it] Novo [Nordisk]'s not giving it to them. They're the ones with the rights to the molecule, so how is anybody getting semaglutide?" Has nobody asked compounding pharmacists about this? Do they have a conspiracy of silence? Does the FDA sometimes send their goons in to extract the information, but the compounding pharmacists compound sleeping gas / smoke grenades and vanish into the night? Anyway, the usual authorities warn you not to take compounded semaglutide under any circumstances, but they’re the same people who tell you never to buy drugs from a Canadian pharmacy because they might be adulterated. You can decide how much you want to trust them. Postscript 3: What About Europe And The Rest Of The World? Countries that are not the US usually negotiate with pharmaceutical companies over price. Because of some combination of “negotiation works” and “they are free-riding off Americans’ hard work”, they usually get much lower prices. What does semaglutide cost elsewhere? This is hard to find out because government health agencies sometimes keep their prices secret, plus Wegovy mostly isn’t available in other countries yet. The only information I could find was from Britain, which is in the process of making Wegovy available to patients. It looks like NHS will “restrict the expensive drug’s availability to very obese people attending specialist weight-loss clinics”, but that it might be possible to get it from private clinics for £199/month = £2400/year. Wegovy has been approved in the EU but doesn’t seem to have made it there yet. I can’t find any information about any other country. Non-weight-loss-indicated versions of semaglutide are available in many countries, but I wouldn’t expect their health care systems to be flexible about redirecting it for weight. Canadian regulators have approved Wegovy, but it doesn’t seem to be available there yet. I haven’t seen any evidence that Ozempic costs less in Canada than it does in the US, and I’m not sure why. Maybe the pharma companies have figured out that anything that happens in Canada gets imported into the US, and they’re playing hardball this time. I don’t know whether Canadians will be able to get it for cheaper than Americans or not. Postscript 4: Predictions (all predictions are conditional on no singularity or global catastrophe) 10 million Americans on semaglutide (or yet-to-be-approved equally good or superior alternatives) by 2030: 75%
Inline links: NextMed, a very noble-sounding law, https://substackcdn.com/image/fetch/$s_!l_X7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1dbb9e98-6e07-4237-988e-3b7a61af3e5a_1381x834.png, is publishing articles, https://substackcdn.com/image/fetch/$s_!R-zS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0f24b293-27de-462a-84fd-bed2ba7cf07f_1723x831.png, modeled the economic future of obesity medications over the next decade, https://substackcdn.com/image/fetch/$s_!zSOS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0906b28a-1ad4-421d-a055-87ed95db59ce_918x261.png, https://substackcdn.com/image/fetch/$s_!QJj9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb966f730-6b24-48e1-98b1-e710cda9264c_903x656.png, this is mysteriously not how things work in health care, https://substackcdn.com/image/fetch/$s_!5poy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc201f05a-7d1f-4738-911f-11d0d051adf9_2880x1562.png, Institute for Clinical and Economic Review, don’t think there are technical barriers, offers a Savings Card, This startup, about the same amount for Ozempic, This article in Drug Discovery Trends, Everyone else seems as confused as I am, NHS will, private clinics
Here in the tiny gray text, I want to take a second to complain about this article. It notes that Wegovy (semaglutide for obesity) costs more per prescription than Ozempic (semaglutide for diabetes), and calls this “a gross inequity”, accusing Novo Nordisk of “charg[ing] people more for the same drug because of their obesity”. But the obesity prescription is higher dose than the diabetes prescription! Milligram per milligram, Wegovy costs *less* than Ozempic! A steelmanned version of the NYT might object - don’t most of the costs come from the intellectual property and not the manufacturing, so that dose shouldn’t matter? Yes, but if you made the obesity version cost too much less per milligram than the diabetes version, then diabetics would cheat the system by buying the obesity version and splitting it into smaller doses! Insurances that do cover it may require extra documentation that the patient has tried lots of diet and exercise, maybe including some official diet-and-exercise program like WeightWatchers. They might also want documentation that patients have tried cheaper earlier-generation weight loss drugs without success. Even when insurances do cover semaglutide, copays may be very high. I have a pretty minimal insurance and it looks like if I got semaglutide my copay would be about $500/month until I reach my out of pocket limit. Harsh. People with better insurances might get hit less hard, but I don’t think anyone will be picking this up for cheap. Let’s say only 5% of people who clear all previous hurdles can afford the drug. How Many People Get Semaglutide? 140 million obese Americans * 25% interested * 5% know of semaglutide’s existence * 37.5% can get prescriptions * 5% can afford it = 33,000, which is a pretty good match for the 50,000 estimated prescriptions. I didn’t even fudge the numbers to come out right, it just happened. The Coming Decade As a service to pharma investors, Morgan Stanley modeled the economic future of obesity medications over the next decade. Their headline result: semaglutide and various semaglutide-copycat-drugs will be a $30 billion market by 2030. That’s less than the $500 billion disaster I was afraid of! But still almost 10% of all US drug spending! Here are two core analyses from the report: The first analysis asks “what if doctors medicalized obesity as comprehensively as they’ve medicalized hypertension and high cholesterol?” That is: what if we put in a society-wide effort to get every obese person to a doctor, and after only a little diet and exercise, the doctor puts them on a medication? They find that the US obesity market would multiply by a factor of 25, to about $87 billion/year. The second analysis is a more realistic projection for the next decade. Two things stand out. First, the number of patients on Wegovy or related medications goes from an estimated 46,910 now (pretty close to my 50,000 estimate!) to 11.3 million in 2030. Second, the cost per prescription goes from $15,000/year to about $4,000 year. Let’s look at this second change in more detail. Right now semaglutide is literally in a class of its own for weight loss. But remember, it started as a GLP-1 agonist diabetes drug. And there are other GLP-1 agonists already in use for diabetes. Novo Nordisk’s competitor Eli Lilly owns a closely related molecule, tirzepatide (Mounjaro®). They’ve already done studies showing it also works very well for weight loss - if anything even better than semaglutide - and they’re expected to get FDA approval to market it as a weight loss medication next year. Although capitalism fans might expect the presence of two competing drugs to immediately drive down prices, this is mysteriously not how things work in health care and prices will probably stay the same in the short term. But several other companies are working on semaglutide-like drugs, some will be cheaper to produce than semaglutide, and Morgan Stanley expects that this stronger level of competition will eventually drive costs down to $350/month ($4,000/year) by 2030. “Mounjaro” sounds like the playful animal sidekick in a Disney movie. From a purely economic perspective, semaglutide costs the health system money (because it’s expensive) but also saves the health system money (because we don’t have to pay for obesity consequences like diabetes and heart attacks). Which effect wins out? According to the Institute for Clinical and Economic Review, benefits would outweigh costs if semaglutide cost less than about $8,000/year. Since it costs $15,000 year now, it’s not cost effective. But if Morgan Stanley’s model comes true and it costs $4,000/year in 2030, then it will be cost effective. So at some point, Medicare (and so insurance companies) may start covering it more out of self-interest. I can’t tell whether the model takes this into account or not. (there’s also a third-level effect where it costs the health system money again, because it prevents people from dying of obesity-related complications, and dead people stop needing expensive health care. I think health economists are supposed to ignore this level.) 11.3 million prescriptions at $4,000/year comes to $45 billion, but Morgan Stanley expects that not everyone will fill their prescriptions consistently or stay on the medication the same amount of time, leading to their $31 billion figure. Towards The Glorious Post-Obesity Transhuman Future The Morgan Stanley report shows that even the greediest pharma investors, openly plotting to medicalize obesity, can’t bring themselves to believe in more than 11 million US semaglutide patients by 2030. That’s less than 10% of the US obese population. Isn’t that kind of disappointing? We’ve got > 100 million people dealing with a condition that not only makes them unhealthy, but also causes them psychological distress, and makes lots of people low-grade disappointed in and repulsed by our society. And we’ve got an effective drug that treats the condition. And we’re going to use it on less than 10% of the people involved? In 2032, semaglutide goes off-patent. It will probably take a few years to sort out legal issues and ramp up generic production, but by the mid-2030s, its price will go way down. I don’t think there are technical barriers to getting it down as low as $10 - $100 per month. By then, maybe there will be even more exciting branded weight loss drugs for wealthy people to choose from. But at the very least, semaglutide itself should become much more widely available even to poor or uninsured patients. I’m not sure what will happen. Will there be an inflection point, where so many people use semaglutide that obesity becomes unusual again, and then the remaining obese people start using it just to fit in? Will obesity become an optional fashion statement, like shaving your head or getting a tattoo? Or will semaglutide end up disappointing us in some way, like so many promising drugs have before? I come at semaglutide from a transhumanist perspective. I want to hack genetics and biology until everyone is as tall as they want, as strong as they want, as smart as they want, and whatever gender they want. If you want wings, you should be able to have wings. And yes, part of this vision is everyone having the weight they want. I’m not sure this will happen, but for the first time I can see a clear path to how it might. Postscript 1: Should You Take Semaglutide? I can’t answer this, please ask your doctor. But I do want to add that there are potential side effects I haven’t mentioned in this post, including nausea, gastrointestinal problems, pancreatitis, and kidney problems. Semaglutide has been accused of slightly increasing risk of pancreatic and thyroid cancers. Studies have found trends in this direction, but these conditions are so rare that even over thousands of patients over many years, the increase hasn’t yet reached clear statistical significance. The current consensus position is that it may increase thyroid cancer by a tiny amount not relevant to most patients, and that it probably doesn’t increase pancreatic cancer. I think my father has looked over these data more and is less sure than other people about the lack of pancreatic cancer risk, but he can’t get the resources he needs to prove anything, and I can’t remember his exact argument. More broadly: like all medications, semaglutide has benefits and risks, and you shouldn’t blindly take it after reading one blog article. Postscript 2: Is There A Way To Cheat The System To Get Semaglutide For Lower Cost? Health care is much like airline tickets: everyone pays a different price for everything and there’s usually a secret way to get what you want for much less money. Is this true of semaglutide? Pharma company Novo Nordisk offers a Savings Card that they say brings the price down to as low as $25 per month. I’m a little suspicious of this - pharma company offers are rarely as good as they sound - but I don’t notice any obvious tricks in this one and it should probably be your first bet. This startup claims that they can get insured people semaglutide for a $25/month copay “after their deductible is met” by negotiating with the insurance company very effectively. I can’t imagine how that works or what they have to negotiate with, but they seem pretty convinced, so I would welcome more information. Otherwise, you don’t have many great options. Although there are two older forms of semaglutide not FDA-approved for weight loss - Ozempic and Rybelsus - these are both more expensive, milligram per milligram, than Wegovy itself. Canada is also of no help. The usual Canadian pharmacies don’t seem to carry Wegovy, and charge about the same amount for Ozempic as American pharmacies do. This article in Drug Discovery Trends says that compounding pharmacies have been selling semaglutide for $300/month, less than a quarter of the sticker price. This is a bit confusing: compounding pharmacies are small local operations permitted to dispense unusual medications by mixing existing ones together in nonstandard ways. They’re arguing that they can legally dispense the semaglutide because they’re mixing it with vitamins, which, fine, but how are they getting it in the first place? Everyone else seems as confused as I am: "Nobody knows how [compounding pharmacies are] getting it," said Karl Nadolsky, an endocrinologist at Spectrum Health. "Who's making it? [The pharma company that makes it] Novo [Nordisk]'s not giving it to them. They're the ones with the rights to the molecule, so how is anybody getting semaglutide?" Has nobody asked compounding pharmacists about this? Do they have a conspiracy of silence? Does the FDA sometimes send their goons in to extract the information, but the compounding pharmacists compound sleeping gas / smoke grenades and vanish into the night? Anyway, the usual authorities warn you not to take compounded semaglutide under any circumstances, but they’re the same people who tell you never to buy drugs from a Canadian pharmacy because they might be adulterated. You can decide how much you want to trust them. Postscript 3: What About Europe And The Rest Of The World? Countries that are not the US usually negotiate with pharmaceutical companies over price. Because of some combination of “negotiation works” and “they are free-riding off Americans’ hard work”, they usually get much lower prices. What does semaglutide cost elsewhere? This is hard to find out because government health agencies sometimes keep their prices secret, plus Wegovy mostly isn’t available in other countries yet. The only information I could find was from Britain, which is in the process of making Wegovy available to patients. It looks like NHS will “restrict the expensive drug’s availability to very obese people attending specialist weight-loss clinics”, but that it might be possible to get it from private clinics for £199/month = £2400/year. Wegovy has been approved in the EU but doesn’t seem to have made it there yet. I can’t find any information about any other country. Non-weight-loss-indicated versions of semaglutide are available in many countries, but I wouldn’t expect their health care systems to be flexible about redirecting it for weight. Canadian regulators have approved Wegovy, but it doesn’t seem to be available there yet. I haven’t seen any evidence that Ozempic costs less in Canada than it does in the US, and I’m not sure why. Maybe the pharma companies have figured out that anything that happens in Canada gets imported into the US, and they’re playing hardball this time. I don’t know whether Canadians will be able to get it for cheaper than Americans or not. Postscript 4: Predictions (all predictions are conditional on no singularity or global catastrophe) 10 million Americans on semaglutide (or yet-to-be-approved equally good or superior alternatives) by 2030: 75%
Inline links: modeled the economic future of obesity medications over the next decade, https://substackcdn.com/image/fetch/$s_!zSOS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F0906b28a-1ad4-421d-a055-87ed95db59ce_918x261.png, https://substackcdn.com/image/fetch/$s_!QJj9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb966f730-6b24-48e1-98b1-e710cda9264c_903x656.png, this is mysteriously not how things work in health care, https://substackcdn.com/image/fetch/$s_!5poy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc201f05a-7d1f-4738-911f-11d0d051adf9_2880x1562.png, Institute for Clinical and Economic Review, don’t think there are technical barriers, offers a Savings Card, This startup, about the same amount for Ozempic, This article in Drug Discovery Trends, Everyone else seems as confused as I am, NHS will, private clinics
Do Vietnamese people love trading monkey gifs? Are Ukrainians especially susceptible to Ponzi schemes? Is Venezuela laden with techbros? Vietnam uses crypto because it’s terrible at banks. 69% of Vietnamese have no bank access, the second highest in the world. I’m not sure why; articles play up rural poverty, but many nations have more rural poor than Vietnam. There’s a history of the government forcing banks to make terrible loans, and then those banks collapsing; maybe this destroyed public trust? In any case, between banklessness and remittances (eg from Vietnamese-Americans), Vietnam leads the world in crypto use. Ukraine has always been among the top crypto countries: in 2021, NYT called it “the crypto capital of the world”. Again, this owes a lot to its terrible banking system. NYT describes its banks as “so sclerotic that sending or receiving even small amounts of money from another country requires an exasperating obstacle course of paperwork”, and this guy says that if you deposit more than $100,000 in a Ukrainian bank, “the chance that you get it back is very slim”. When Russia invaded, the Ukrainian government doubled down on crypto as a way for friendly Westerners to donate to the war effort - $70 million as of March. It proved so helpful that during the first month of the war, in between dodging Russian artillery shells President Zelenskyy found time to pass a law legalizing crypto and strengthening its regulatory framework. Venezuela’s economy has been in slow motion collapse for the past decade. Inflation is currently in the triple digits (remember, people worried the Democrats would lose the midterms because of a US inflation rate of 8%). If your country has a triple-digit inflation rate, you might prefer to use an alternative currency, which Venezuela’s authoritarian government tries to prevent people from doing. Cryptocurrency provides a hard-to-ban alternative which has caught on among Venezuelan hustlers and small businessmen. I personally contributed in a small way to Russia’s cryptocurrency use. I’ve been trying to help Russian ACX readers escape to other countries to avoid conscription or arrest. Of my two successes so far, both involved sending cryptocurrency to help them afford a ticket out and living expenses while they searched for a job in their new country. I’m pretty proud of this and I don’t think it would have been possible without crypto. I think a lot of Westerners want to think of developing-world uses as a boring sideshow, and highlight Westerners trading monkey gifs as the only part of crypto worth talking about. But about 66% of crypto users live in the developing world. More people own cryptocurrency in Africa than in North America. Of course a technology centered around avoiding governance and banking failures will be centered in the countries with the most governance and banking failures! Big Crypto Projects Are Very Rarely Scams I realize this is a bold sentence to use as a section header in 2022. But I recently tried to figure out the exact scam rate, and it seemed low. I searched for articles called things like The Top Crypto Projects Of 20XX, and then I checked how many of those projects, years later, had turned out to be scams.I tried my best not to cherry-pick, and to focus on the first article that Google fed me for each of various relevant search terms. I ended up using four articles for this experiment: Most Promising Crypto Projects Of 2015
Inline links: 69% of Vietnamese, a history, remittances, “the crypto capital of the world”, this guy, $70 million as of March, pass a law, More people own cryptocurrency in Africa than in North America, Most Promising Crypto Projects Of 2015
This tactic reached a new level during the 2021 Ottawa protests, where the Canadian government told banks to freeze the accounts of suspected protesters. All of a sudden their families couldn’t afford food and they had to back down. This is a very effective anti-protester tactic, and there’s no reason that governments who don’t like people protesting them (eg all governments) shouldn’t try it in the future.
I'm sure that in the United States it's possible to write a whole book about a global trend without remembering the existence of other countries, but when read from another country . . .
Britain is a good example; not because it's the most illustrative, but just because it's the only country with whose popular culture the average American might be expected to be somewhat familiar. And it's a similar story, old moneyed elite getting kicked down by a new and supposedly-more-meritocratic elite. The process was perhaps a bit slower and a bit less complete (e.g. the new Prime Minister might be an Indian but he still went to Winchester). Among the many trends explaining this, I don't think admissions at Oxford/Cambridge are really close to the top, nor even admissions at Eton etc.
You saw the same thing with white Catholics. Even ones from very old American families who didn't have to deal with anti-immigrant sentiment. As late as the mid-20th century you had some Virginians going to places like William & Mary because they weren't New Englanders.
when you’re not sure which of many competing experts to trust, you should trust a prediction market instead of any of them Going through these claims one by one: 3.1: Why expect all prediction markets to agree with each other? Either all prediction markets agree with each other, or you can get rich quick: Suppose prediction markets disagreed. For example, suppose the RNC ran an Official Republican Prediction Market that said there was only a 10% chance Democrats would win the next election, and a 90% chance Republicans would. And suppose the DNC ran an Official Democrat Prediction Market that made the opposite prediction: 90% chance Democrats, 10% chance Republicans. Then you could buy a share of “Democrats will win” from the Republican market for 10 cents, plus a share of “Republicans will win” from the Democrat market for 10 cents, and be guaranteed to make $1 when one party or the other wins. You have turned 20 cents into a guaranteed $1. Repeat until you are rich or the mispricing has been corrected. This is just what financial experts call “arbitrage”. You may notice that in finance, people always give specific prices for things like shares of stock, barrels of oil, or Bitcoins. People say things like “Google stock is up to $300”, but never “Google stock is up to $300 on the NYSE, but down to $200 on NASDAQ”. If that was true, people would buy it on NASDAQ, sell it on NYSE, make $100 in free money, and get rich quick. In ideal situations, arbitrage forces everybody everywhere to agree on the same price for a financial instrument. Prediction markets turn claims about truth into financial instruments in a way which forces everybody everywhere to agree on how likely the claim is to be true. 3.2: Why expect prediction markets to be hard for special interests to manipulate? Either a prediction market is not currently mispriced because of a manipulation attempt, or you can get rich quick. Argument: Suppose a prediction market was currently mispriced because of a manipulation attempt. For example, suppose there is a prediction market for whether the sun will rise tomorrow. The true probability is obviously 100%, corresponding to a cost of $1.00. But suppose some special interest who wanted to trick people into believing the sun would not rise successfully spent money to bid the market down to only 10%. This means that you can buy, for $0.10, a share which pays $1 if the sun rises tomorrow. In other words, you can dectuple your money for free. Repeat until you are rich or the mispricing has been corrected. This may sound complicated in theory, but it plays out straightforwardly in real life. As a test, I tried to manipulate the market on whether Austin Chen, founder of Manifold Markets, would be charged with a felony. There’s no reason to think he should be, so the price started at 5%. I spent $200 in Manifold’s play money bidding it up to 95%. Within an hour, other investors noticed the mispricing and corrected it back down to 5% again. 3.3: Why expect prediction markets to be free from bias? Either a prediction market is not currently mispriced because of bias, or you can get rich quick. The argument: Suppose all smart people, including you, know that there is an 80% chance that the Democrats’ economic plan will create new jobs. But suppose that Republicans, because of their partisan biases, refuse to believe it, and say there is only a 40% chance. And suppose the Republicans set up their own prediction market where they bid the price of a share down to $0.40. You can, of course, go on this prediction market, buy shares for $0.40, and double your money in expectation. Repeat until you are rich or the mispricing has been corrected. I already described how something like this happens on PredictIt (a non-ideal prediction market that you can only make a few hundred dollars in expectation by correcting), and that I do in fact make a few hundred dollars every election season. 3.4: Why should I believe a prediction market’s consensus over my own opinion? This is the same argument as “the prediction market will always be at least as accurate as the top expert” only with you in the place of the top expert. Either prediction markets are at least as smart as you are, or you can get rich quick. The argument here is the same as “at least as smart as the smartest expert” argument in 2, except replacing “the smartest expert” with “you”. But just to lay it out explicitly: Suppose you were smarter than some prediction market. Then if you disagreed with the market, usually you would be right and it would be wrong. So look for cases where you disagree with the market, buy those shares, and you will make money in expectation. Repeat until you are rich or the mispricing has been corrected. I like this because it’s a good empirical test, and one that many people have tried. If you think you’re smarter than the prediction markets, bet on them and see what happens! I think most people will find that (over the long run) they lose money, and eventually this will cure them of their delusion that they can beat the markets. A few people might find that (over the long run) they do win money, just as a few people (eg Warren Buffett) can consistently win money on the stock market. Hopefully those people will quit their day jobs and become full-time prediction market traders. They’ll become multimillionaires, and their hard work will ensure that prediction markets stay more accurate than the rest of us. 3.5: Why should I believe that a prediction market makes good decisions about which of many competing experts to trust? Suppose you accept that a prediction market will always be at least as accurate as some well-known expert (eg Nate Silver). But what if you’re not sure who the real experts are? Or what if there are many experts, all saying different things, and nobody knows who to trust? In this case, a prediction market will always be at least as good as any other source (including you) at telling good experts from bad, or at figuring out which of many good experts is the best. By this point you should be able to predict the argument, but for completeness’ sake: Suppose you were better than the prediction market at determining which of many competing experts to trust, or how to aggregate the pronouncements of many experts into a single authoritative opinion. Then if you disagreed with the market, usually you would be right and it would be wrong. So look for cases where you disagree with the market, buy those shares, and you will make money in expectation. Repeat until you are rich or the mispricing has been corrected. To ground this in a real example, suppose there is some new virus which might or might not spread to the United States. A Harvard professor of epidemiology says there’s a 70% chance it will spread, a Yale professor of epidemiology says there’s an 90% chance it will spread, and a guy in a tinfoil hat on Infowars says there’s a 0% chance it will spread because it’s all a fake government plot. If I knew nothing else about this situation, I would probably think there’s about an 80% chance the virus will spread. I trust the Harvard and Yale professors equally much, and the tinfoil hat guy not at all. Suppose I saw a prediction market that was only at 10%, because most people trusted the tinfoil hat guy. I would want to buy YES shares until the price got up to 80%, because in expectation I would octuple my money. Suppose I saw a prediction market that was only at 70%. Now I wouldn’t be sure whether the prediction market was dumber than me (believed tinfoil hat guy) or smarter than me (they know a lot about epidemiology - or about the credibility of specific experts - and have decided to trust the Harvard professor over the Yale professor). Maybe I could improve on this. If I knew things about epidemiology, I could read over both professors’ arguments and try to figure out if one was better than the other. If I knew things about academia, I could pick over both professors’ resumes and see whether the Harvard professor seemed more distinguished or had more respect in her own field than the Yale professor. In the end, I might decide the prediction market was right to price it at 70% (in which case I wouldn’t do anything), or that actually both experts seemed equally expert (in which case I might bid it up to 80%), or that actually the Yale epidemiologist was better (in which case I might bid it up to 90%). 3.5.1: Isn’t it weird to give non-experts (like prediction market investors) the final judgment in which of two experts is right? Yes, but I don’t think this is avoidable. If there were no such thing as prediction markets, and the Harvard epidemiologist said 70%, and the Yale epidemiologist said 90%, and the tinfoil hat guy said 0%, and for some reason it mattered a lot to you which of these was true - then you would still have to make that decision. If there’s some extremely authoritative source who can make the decision for you - let’s say the World Health Organization says “after reviewing all experts’ arguments, we believe that the final probability is 75%” - then great! Either: The WHO is clearly the most trustworthy source - in which case we go back to the Nate Silver situation where the prediction market should be just as accurate as it is.
If we submit Question #2 to the Supreme Court, will they rule in favor? …and so on. A few randomly selected questions went before the Supreme Court each year, and the corresponding markets were resolved normally. In every other case, the market’s verdict was final, and bettors got their money refunded. 5.5: Asking people who are good at prediction markets to do other things Prediction markets have many limitations. They can’t predict far future events. They have trouble predicting things that involve money becoming worthless (eg human extinction). There are complicated biases in predicting conditionals. One way around these is to see who keeps winning prediction markets, assume those people are smart and good at predicting things, and ask them to predict these issues directly. This would lose the well-aligned-incentives and canonicity of prediction markets. But it might be better than asking random experts in related fields who have never shown any particular skill at prediction to do this. Or the prediction market experts could work with the domain-relevant experts to come up with a joint statement. Samotsvety is a group of some of the world’s top forecasters. They have released predictions on various risks and issues that markets/tournaments aren’t a good match for, using the same methodology that they use when predicting in markets and tournaments. I trust them less than I would trust a well-functioning market or tournament, but still quite a substantial amount. 5.6: Education Even if nobody uses them for anything important, prediction markets’ existence has a salutary effect on the discourse. There’s something about framing a question as “at what odds would you bet on this in a prediction market?” that seems to make people smarter. Some lifelong Democrat will be going on about how the Democrats can’t possibly lose the next election and then you ask “at what odds would you bet on this in a prediction market?” and they suddenly backtrack. Even the idea that we can think of events as occurring at some specific probability seems nonintuitive to a lot of people, and encountering prediction markets is the best way I know of to make those people understand this. Prediction markets also do really well at communicating a sense of how you’re not always right. A lot of people list off all the things they and their political side have been right about, cleverly eliding or making exceptions for every time they were wrong. Thinking more in terms of “How much money would you have been able to make on a prediction market using your skill of magically always being right?” seems to sometimes snap these people out of it, and help them avoid overconfidence. I would love if everyone on all sides of a debate had some prediction market experience, even if we weren’t able to use prediction markets to settle the debate directly. 6. What’s the current status of prediction markets? The United States currently classifies prediction markets as gambling, so real-money prediction markets are mostly illegal. This has forced markets to pursue one of three strategies: Operate outside the United States, closed to US citizens. Polymarket fills this niche effectively.
Inline links: Samotsvety, Polymarket
Operate outside the United States, closed to US citizens. Polymarket fills this niche effectively.
Inline links: Polymarket
Comments On Why 8% Of Americans Said They Had Relatives Who Died From The COVID Vaccine
So 72% of people agreed that technically true but deliberately misleading things were lies. Could I have saved myself some trouble if I had titled the post “The Media Very Rarely Says False Things”? Or “The Media Very Rarely Makes Up Facts”? I think people would have been equally annoyed that I was using “false things” or “make up facts” in a way that excludes technically-true-but-misleading statements. Someone’s going to argue I should have gone all the way and titled it “The Media Very Rarely Lies, But This Is True Only In The Most Nitpicky Technical Sense Of The World Lie, And In The Normal Sense Of The Word They Definitely Do” - at which point I will remind you that I absolutely did that, I just put the second part in the subtitle instead of the title. If you can’t bring yourself to read the non-bolded gray text, there’s no helping you. 2: Comments Equating Lying With Egregiously Sloppy Reasoning Other people placed a lot of importance on the specific phrasing in the Infowars birth certificate article where it concluded “therefore, the birth certificate is false”. For example, Bakkot: I'm with you on the general point but I think you're being too charitable to InfoWars (and maybe others) in at least some examples. Take the InfoWars birth certificate one: in addition to all the claims about layers and so on, it says "the document is a shoddily contrived hoax". That is a factual claim which is false. They offer support for that claim which isn't actually convincing, and the support they offer happens to be true but out of context, and I'm with you on calling the supporting evidence "not lies". But "the document is a shoddily contrived hoax" is in fact flatly false, and is asserted by the article itself, not just "someone said". This seems wrongheaded to me. Reposting from my own comment there: when I say "Obama's birth certificate is real and not a forgery", I'm not tapping into the Platonic realm and reading the truth directly. I'm saying that I have seen a lot of evidence that makes me think Obama's birth certificate is real and not a forgery, and have inferred the conclusion "it's real and not a forgery" from that. If later it turned out it was a forgery - say there was some amazingly vast conspiracy theory that I completely missed - I wouldn't have been lying when I said the words "Obama's birth certificate is real and not a forgery". I would have been stating the conclusion I had inferred from my facts (which, in this hypothetical, would have been wrong, because I'm bad at reasoning). Jones states his own facts and the conclusion he infers from them. If his conclusion is wrong, the correct term for this wrongness is "failed inference", not "lying". Bakkot is still not happy with this: I don't think you've made a claim with reckless disregard for the truth, whereas I think InfoWars did. I am not at all convinced that InfoWars had a sincere belief that the birth certificate in question was a forgery. I think it is much more likely that they simply didn't care to know the truth of the matter. And I think it's reasonable to say that when someone makes it a false claim without caring whether or not it's true, that's a lie. This is the standard used for defamation in the US ("reckless disregard for the truth" is stock legal phrase), and defamation is usually understood to mean "lying about someone in a harmful way", so I think this is a pretty normal standard. At this point I acknowledge we’re disputing definitions, but I want to stand by mine. I’ve seen, again and again, that people are incapable of understanding that honest disagreement is possible. For example, I wrote about this here in the context of the millions of liberals who insist that conservatives can’t possibly care about fetuses’ lives and anyone who says they does must just be lying about it in order to justify their real program of oppressing women. When someone says “Joe is a liar”, I don’t want to have to ask every time “Do you mean you have some actual evidence for this, or that they said something you disagree with and you instantly leapt to ‘this is reckless disregard for the truth because nobody could ever be so dumb as to honestly disagree with me’?” I think if we let people use the word “lie” this way, then the overwhelming majority of accusations of lying would be false. Why would we want to define a word in a way that dooms it to constantly be used incorrectly to mislead people? I’m kind of sensitive to this because for almost every article I write, people in the comments accuse me of lying, or “pretending” I don’t know why the statements I made are wrong, or some other offense which I plead innocent to. My prior on “a randomly selected egregiously wrong person is lying” is much lower than the sort of people who make these accusations. I think people are just really paranoid about this, and we should use our terms carefully in a way that mitigates this paranoid rather than inflames it. Some of this might be more convincing after you read Part 6 of this post, where I list commenters’ proposed examples of media lies. Eric Newcomer writes: I hope we can all agree that the NYT wouldn't draw such big conclusions from such thin findings. The InfoWars birth certificate article doesn't even really seem internally certain about how PDF layers work. The critique I'm making now falls into the broader "InfoWars is much more egregious in its infractions than the NYT category." But I do think it reveals the slippery line between knowing lies and what one might call "lies of egregious sloppiness." If some serious part of a person knows that they haven't proved what they're claiming but they (or their bosses) insist on claiming that you have proved it, isn't that a form of lying? I’m sorry, but “lies of egregious sloppiness” sounds to me like “physical violence of egregious emotional violence”. Emotional violence and physical violence are both bad. Physical violence probably sounds worse to most people, and so it’s really tempting to, if emotional violence is really bad, say that that makes it a kind of physical violence. But I think that, although this is tempting, it’s false and you shouldn’t do it. I don’t want to say you’re allowed to sound more confident than you are. If you’re 71% confident, and you falsely say you’re 72% confident, then you are lying. But if you are very dumb, and seeing a random piece of toast makes you 100% confident that Obama’s birth certificate is false, and you vomit some random words to that effect onto a page, then you’re an idiot but not a liar. 3: Comments About Whether Infowars Believes Their Own Claims But I guess if you do want to be careful with the definition of the word “lie”, then it becomes important to know whether people at Infowars honestly believe their conspiracy theories or not. I don’t want to defend super-hard the thesis that they do. I’m not sure. If you forced me to guess, I’d say something like for a randomly given Infowars reporter and a randomly selected conspiracy theory they’re reporting on, 40% of the time they think it’s at least plausible enough that they’re doing good work by reporting on it, 20% of the time they know on some level that it’s false and they’re doing something wrong, and 40% of the time they’re in some kind of weird superposition where it seems emotionally true to them and they feel this hard enough that they never get around to asking whether it’s literally true. I’m really not attached to these numbers, but man are a lot of you attached to the claim that they definitely know their theories are false and are consciously lying. My main argument against this is that millions of people believe conspiracy theories - if they didn’t, we wouldn’t care so much about them! - and why shouldn’t some of those people work at Infowars? It would be quite a weird system for the conspiracy ecosystem to be run by an elite who secretly know they’re false, serving up fables to a base who believe them completely. How would you prevent some of the believers from rising into the elite? It would almost take a conspiracy of its own! Eric Newcomer has a more convincing counterargument than I expected: As an aside, I have personally worked at the NYT newsroom (reporting fellow) and at conservative outlet Washington Examiner. And I found the latter to be much sloppier and less worried about thinking through the impression it gave from facts. The Examiner would headline any big budget deficit number etc on my beat whereas the NYT had very detailed copy editors who would spot factual assertions in my copy that I didn't even consider I was making and push back on them. On InfoWars, it seems naive to presume that the outlet pushing the most misleading stories (InfoWars) is acting in good faith rather than just supplying readers with what they want. I get the point (one that Noam Chomsky has made) that outlets can just hire the bias that they want. But I actually think it's fairly hard to staff up true believers who can write and report credibly for conspiracy and super rightwing type stuff -- hence why a bunch of liberals like myself found themselves out of college writing for the local section of the Washington Examiner before it was killed. I find that on an intuitive level, I’m not too surprised to learn this - most journalists seem liberal, it would make sense that conservative papers couldn’t entirely escape this effect. On a more napkin-math level, I’m boggled - isn’t this embarrassing for the Examiner (and the journalists involved?) Wouldn’t they spend a lot of effort avoiding it? In a country with 100 million conservatives, is it really that hard to find a handful of them capable of writing news articles? There are many people writing okay-quality right-wing Substacks that get like five views per article. Are they doing this for the (nonexistent) money, without believing in the cause? If not, why couldn’t these people have been Washington Examiner reporters? Or InfoWarriors? I think Richard Hanania has a theory that a lot of liberals’ political advantage comes from a culture where they are happy to work themselves ragged for minimal compensation as long as it seems like like an impressive job they won’t be embarrassed to tell their friends and family about - ie intellectual college-degree-requiring labor. Maybe this is what the Examiner is taking advantage of? I don’t know. I don’t know what kind of ethical principles Eric considered when he decided to work for the Examiner, but I bet he wouldn’t have agreed to work for Infowars even if they paid him much more money. This should also factor into our calculations about whether Infowars is being staffed by Eric-equivalents. Human writes: There is at least one former infowars employee who alleges that their stories are (at least often) known to be false. The most clear-cut example I can quickly find is here: "Shortly after Jones began selling the supplements, someone posted a video on YouTube holding a Geiger counter displaying high radiation readings on a beach in Half Moon Bay, Calif. The video went viral, stoking fears that radiation from Fukushima was drifting across the Pacific Ocean. Jones saw an opportunity and sent me, along with a reporter, a writer and another cameraman, to California. We had multiple Geiger counters shipped overnight, unaware of how to read or work them, and drove up the West Coast, frequently stopping to check radiation levels. Other than a small spike in Half Moon Bay — which the California Department of Public Health said was from naturally occurring radioactive materials, not Fukushima — we found nothing. "Jones was furious. We started getting calls from the radio-show producers in the office, warning us to stop posting videos to YouTube stating we weren’t finding elevated levels of radiation. We couldn’t just stop, though; Jones demanded constant real-time content. On some of these calls, I could hear Jones screaming in the background." See also here for a discussion of Jones admitting he was lying about Sandy Hook during the lawsuit. 4: Comments On Why 8% Of Americans Said They Had Relatives Who Died From The COVID Vaccine Many people, including me, were confused by a poll in which 8% of Americans said they had a relative who died from the COVID vaccine. I speculated that maybe they were reading too quickly and misinterpreted it as “a relative who got the COVID vaccine”. But Tytonidaen wrote: I think a more likely explanation is that many people are choosing to attribute deaths to the vaccine that are not actually from the vaccine. For example, let's say Person A gets vaccinated and dies shortly after of some completely unrelated cause. And let's say Person B, the loved one being polled, has priors about vaccines or the medical establishment or whatever that cause them to be convinced it was actually the vaccine that killed Person A. In hypothetical reality, Person A lived a rather unhealthy lifestyle, had lots of risk factors for a heart attack, and would have died from a heart attack, regardless of whether they'd gotten the vaccine. Then, when Person A does, indeed, die of a heart attack, and by sheer coincidence had recently gotten vaccinated, Person B blames the COVID vaccine when polled, but it wasn't really the vaccine that killed their loved one. It might be easier to believe that outside forces (like a vaccine) harmed the person than to believe that the loved one's own actions did (like a poor lifestyle, not taking their meds, etc.). That's only one example, but I think the underlying dynamic could easily explain the poll results. None Of The Above wrote: In general, it seems like when you ask a factual question with partisan/CW valence on a poll, and the respondents don't know much about the factual question, they answer the "whose side are you on" question instead. That is, if you ask Republican-voting biologists, they'll nearly all tell you the Theory of Evolution is basically how living stuff came to be, but if you ask Republican-voting normies whose vaguely-remembered high school biology class may have mentioned Darwin a few times, they'll answer that evolution is a lie--they don't really know one way or another, they're just answering the "whose side are you on" question. Democratic normies will far more often tell you evolution is true, but probably could do little better in explaining why than the Republican normies could in explaining why evolution is really an atheist lie of some kind. Zack wrote: I took a time-boxed peek at the Pollfish data. The 1500 results were splint into 3 batches of 500. I arbitrarily selected the Jul 4 file to look at. In that file, there were 36 respondents who reported a household member had died from he vaccine. Focusing on those responses, I noticed a few interesting patterns. Of those 36 respondents, 10 responded "Yes" to both the question about death of a household member from COVID and death of a household member from the vaccine. I'm skeptical that 10 out of 500 people were unfortunate enough to have 2 household members die: one from COVID and one from the vaccine. (Especially because these are not large households; 4 of these 10 report that they have 1 other household member, and 5 of these 10 report having 2-4 other household members.) Of these 36 respondents, 20 responded "Yes" to both the question about death of a household member from the vaccine and "Are you planning on getting future COVID vaccines?" I'm skeptical that 55% of people who had a household member die of a vaccine would plan to get the vaccine themselves. Of these 36 respondents, there are even 4 who experienced a surprising number of adverse affects from the vaccine (Myocarditis, Pericarditis, AND Bell's Palsy ) requiring hospitalization in addition to having a household member die from the vaccine. Of these 4, 2 selected all of the following: "It will likely shorten my lifespan", "I am now unable to hold a job", "I am now unable to work a full day", "It impacts my personal life", "It is a minor annoyance". Those two are planning to get the vaccine again. There's some overlap between these respondents. Ignoring all of them drops from 36 who had a household member die of the vaccine to 12. I don't see obvious inconsistencies in these responses. However, there seems to be a broader issue with the survey design. They look at average time to complete each question, but average doesn't seem like the right measure here (3 people took 10+ minutes to answer; summed, the fastest 250 responses took about as long as those slowest 3). Of the 500 responses, most people seem to answer 7-10 questions. I timed myself just reading those questions silently in my head (not thinking about the answers). Of three attempts, my fastest was a bit over 17 seconds. 40 people completed the survey in 17 seconds or less. I'm skeptical it's possible for someone to provide a quality response to the survey that quickly. 225 people (nearly half) completed the survey in less than 31 seconds. I think that's the fastest I could answer if I were seeing the questions for the first time. It seems like Pollfish's model may encourage hasty, poor quality responses; "Pollfish uses non-monetary incentives like an extra life in a game or access to premium content." (https://resources.pollfish.com/pollfish-school/how-the-pollfish-methodology-works/) It seems like that creates a misalignment of incentives; the respondent is in a hurry to get back to whatever they were doing. They provide survey fraud protection, and claim it filters suspiciously quick or suspiciously consistent answers (e.g., the same answer for all questions), but it seems to be overlooking obviously problematic responses in this case. (https://resources.pollfish.com/pollfish-school/how-pollfish-prevents-fraudulent-responses/) This bothered me enough that I emergency-edited the ACX Survey partway through to include (slightly differently phrased variants of) the two questions on the poll: Did anyone in your family (as per your best guess) die of COVID?
Inline links: https://substackcdn.com/image/fetch/$s_!0sXa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8dd54487-ff00-407a-b7f7-ccc96bde115a_731x141.png, For example, Bakkot, here, writes, has a more convincing counterargument, writes, here, here, a poll in which, wrote, wrote, wrote, https://resources.pollfish.com/pollfish-school/how-the-pollfish-methodology-works/, https://resources.pollfish.com/pollfish-school/how-pollfish-prevents-fraudulent-responses/
Did anyone in your family (as per your best guess) die of COVID vaccine side effects? I got 917 responses so far. On Kirsch’s original poll, the answers were 3.5% and 7.9%; on my survey, they were 6.8% and 0.9%. I think my higher rate of COVID deaths was because I carelessly changed “household” to “family”, which includes eg extended family. But why did I get so many fewer vaccine deaths? Looking at these people's other responses, they did not show a consistent tendencies to make things up or say outrageous things (except for one who listed their religion as “Satanist”). That having been said, they did have an atypical response pattern; most ACX readers are white male Westerners, but these people were 38% female, 38% nonwhite, and 88% non-American. Highest degree was 12% high school, 25% college grad, and 63% postgrad; IQs were listed as extremely high, just like everyone else who gives their IQs on my survey. Politics were significant for 25% Marxist (otherwise a rarity in my survey), but otherwise typical, and did not lean right-wing. They were slightly, but not overwhelmingly, more likely to distrust the media and dislike strong COVID responses than other survey respondents. Overall I don't feel like I learned too much from examining them. The survey is still open (take it now if you haven’t already!) and I'm hoping to get more data on this later. 5: Comments Pointing Out Very Clear Examples Of Media Lies Several people agreed with the wider point, but tried to find a counterexample - a media lie so explicit that nobody could ever deny it. Some people noted that the term “fake news”, when invented in 2016, was originally applied to a very specific kind of fake article, often from weird Macedonian article mills, that were saying utterly fake stuff in a way that even Infowars didn’t. Robert Stadler: This was what was interesting about the phenomenon of "fake news" during the 2016 election, before that term was successfully hijacked by Donald Trump to mean "news stories I don't like." There was a wave of what looked like news articles, spread largely via Facebook, that were entirely fictitious. The people writing those "articles" were not journalists and were not trying to be journalists. They made up the stories out of a mix of rumor and complete fabrications, either for political purposes or just as click-bait (this has never been entirely clear to me). It's unfortunate that the term "fake news" has been so thoroughly tainted, because the existence of those articles was genuinely noteworthy, and it's now harder to talk about them . . . I don't remember any myself (since it's been 6 years), but here's a study which has some specifics - http://web.stanford.edu/~gentzkow/research/fakenews.pdf After some searching, Benjamin Jest (writes As Fair A Name) was finally able to produce a specific example - Nancy Pelosi Hanged At Gitmo - which does, indeed, claim that leading US Democrat Nancy Pelosi was hanged at Guantanamo Bay for “treason and conspiracy” on December 27, 2022. It seems to suggest that the order was given by Donald Trump, who is still President, and that Hillary Clinton had already been executed in the same manner in April 2021. I will admit this is definitely an example of a “news source” making things up rather than just stretching the truth. The source, RealRawNews, claims on its About Page to be a “parody site”, but this outside article about them says they go back and forth between claiming to be a parody and claiming to be real. Some of their claims are more plausible than the Gitmo one - for example, that many Air Force pilots were resigning because of the COVID vaccine mandate - but equally false. They seem to go back and forth between “things that some conservatives might believe to be true” and “things that are obviously false but maybe gratify conservatives’ id”, adding or subtracting the “parody” label based on which one they’re doing at the time. It’s a fascinating business model, and I guess the term “fake news” fairly applies to it. Yug Gnirob writes: I don't know how to find them, but I definitely remember several completely fake articles about Trump during and immediately after the election. One of them was him citing "an ancient law" that prevented President Obama from doing... some liberal thing, I don't remember what. The most memorable one was immediately after the "Muslim Ban", where they claimed it had resulted in the arrest of a high-priority terrorist on day 1. I feel like that one showed up on one of the fact check sites, but I'm not seeing it on Snopes. I remember Stephen Colbert reporting the articles had been tracked down to a couple of Macedonian teens, who had discovered that writing fabricated pro-Trump articles was an easy way to make money. 6: Comments Making Other Claims Of Media Lies And Misdeeds — Beowulf888 on the LA Times and COVID: Well, there are media outlets that propagandize—but I think it boils down to if it bleeds it leads. Most corporate media outlets have the economic incentive to increase the readership by grabbing one's attention with scary headlines and articles. The perfect example of this phenomenon was in April 2020 when the LA Times interviewed an atmospheric chemist at Scripps. She made the claim that SARS2 virus particles in sewage were being carried back to land by sea spray. The reporters and editors uncritically relayed her comments as if she were an expert with the same credentialled expertise as a virologist or epidemiologist. There are numerous reasons why this would be very very low on the threat level even with what little we knew about the SARS2 virus at that time. This story was picked up by the media everywhere, and county health officials (either because there was public pressure to do so, or because they really believed her) shut down beaches up and down the coast of California. Did the LA Times and the news media really have any motivation to promote the closure of public beaches? I can't imagine they did. But they did have a scary headline that would promote readership and spread LA Times as a news source. Some weeks later the LA Times did a retraction, but by that time it had entered the popular imagination that beaches were a potential vector for COVID infection. I’m developing an allergy to the word “uncritically”. Being able to fact-check scientists is a rare skill - I’m not surprised nobody at the LA Times had it ready to deploy for this exact article. — Mike Mulligan writes: The pushback is largely because you are doing a false equivocation between the New York Times (who you hate and have a vendetta against) and Infowars (who you are pretending does basically the same thing as other outlets). And you know this, but on your own metric it won't count as a lie, because you just selectively misrepresented things. On the two articles in this series, I’ve included phrases like “This doesn’t mean these establishment papers are exactly as bad as Infowars; just that when they do err, it’s by committing a more venial version of the same sin Infowars commits” and “Again, my goal here isn’t to . . . say NYT is exactly as bad as Infowars” and tried to explain the exact way that two things can both commit a similar error without one being exactly as the other (Hitler and someone who shot a robber in self-defense both committed a similar action called “killing people”, but this doesn’t mean they both killed exactly the same people with exactly the same level of justification). Still, I got numerous comments getting angry at me for saying that I was calling NYT exactly as bad as Infowars, and saying I was being deceptive / lying because of this. This is why I’m so convinced people are erring on the side of too mistrustful - you can fill your articles with sentences about how you’re not claiming X, and people will still find ways to accuse you of lying because you said X. — Garrett writes: [The way Infowars covered Obama’s birth certificate] isn't any different from eg. mainstream media coverage of anything which involves firearms. They make (or promulgate) so many stupid technical errors I've stopped paying attention to them at all. They could have 1 person on staff who's responsibility is to understand firearms and run everything past them. But they don't. To what should I attribute this continual stream of errors? Is mainstream media coverage of firearms honestly flawed? Is it “reckless disregard for truth?” Is it a “lie of egregious sloppiness?” I think your answer to this question will depend more on how bad you want to accuse the mainstream media of being, relative to other forms of media, than on how you define these inherently slippery terms. — Jeremy Goldberg writes: There's an outright lie right now on the Washington Post homepage. A caption above a graph showing the inflation rate over time states, "Elevated prices coming down, annualized rate shows." The chart shows the current inflation rate is 7.1 percent, down from a high of around 9 percent. Elevated prices are not coming down at all. They just aren't elevating as fast anymore. I asked Jeremy to guess the probability that this was an honest mistake vs. malice. He said (thanks for giving a clear answer!) 60-40 in favor of malice. I think this is pretty high, given that I had to read Jeremy’s comment several times before I realized what the error was supposed to be, but I’ve already said I lean towards the “all the rest of you are extremely paranoid” side of things. — Jiro writes: I opened a thread on dsl: https://www.datasecretslox.com/index.php/topic,8430.0.html People brought up several examples there. You can read the thread. One of the more famous examples was saying that Kyle Rittenhouse crossed state lines with a weapon. There are also a bunch of cases where the media says there's "no evidence" for something that has evidence. Someone also brought up your own example of people "tested for drugs" when they were actually just asked if they used drugs. I would count that as an outright lie, even though you don't. I disagree that being asked if someone used drugs is a "test". Oh god, if saying there’s “no evidence” for something counts as a lie, then every media source in the country stands hopelessly condemned. I did write an article (here) on what the people who use that phrase might be thinking (if you can call it that). I agree the Rittenhouse situation was pretty egregious, though commenters bring up that since he went across state lines and had a weapon, it wasn’t unreasonable for people to assume he brought the weapon across state lines. Still, you wonder whether news sources would have repeated reasonable-sounding-but-didn’t-actually-check slanders about someone they liked. I do think this is a good antidote to some of the “mainstream media is actually very careful and fact-checks everything in their original reporting” takes in the comments section. — David Riceman says: How about Richard Landes's new book "Can the whole world be wrong?" about the many lies in the cognitive war against Israel (e.g. Muhammad Al Dura) See his discussion here for why he thinks this is a good example. — FractalCycle writes: I'm collecting examples from other people, will post ones that seem like real counterexamples as I get them. Here's one from recently: https://forum.effectivealtruism.org/posts/jsByfxvNA4x23stLY/a-letter-to-the-bulletin-of-atomic-scientists Yes, I included this issue with the Bulletin Of Atomic Scientists in my last links post, and they really do come out looking very bad here. See here for more discussion. — Hank Wilbon (writes Partial Magic) writes: I think the false Rolling Stone story a decade ago about the frat gang rape counts as the media explicitly lying, particularly as Rolling Stone is historically known for good fact checking (It is a plot point in the movie Almost Famous), however I think that counts as a "very rare" case and that Scott's claim is correct. I asked “Why? A woman said she had been raped, and Rolling Stone believed her. The woman was making it up, but Rolling Stone wasn't” and Deepa commented “Isn't it the job of a reporter to investigate? And be good at it?” I don’t want to pick on Deepa, but this is what happens when you have an overly expansive definition of “lie”! — TorontoLLB writes: The most straightforward counterexample I can think of is the NBC manipulation of the George Zimmerman 911 call. For example this: "The 9-1-1 operator then asked: "OK, and this guy, is he black, white or Hispanic?", and Zimmerman answered, "He looks black." was changed to: ""This guy looks like he's up to no good. He looks black." In another segment they combined completely separate parts of the call to create an audio clip that presents him as saying ""This guy looks like he's up to no good or he's on drugs or something. He's got his hand in his waistband, and he's a black male." There was other bits of reporting from the major networks that appear to be closer to fraud than selective amplification or choosing what not to report. Enough so that in Twitter threads asking people how they got "red-pilled" person after person refers to the media response to the incident. I haven’t looked into this and I can’t confirm or deny that this is true. I hope everyone finds at least one of these comments obviously fair, and at least another obviously unfair, in a way that encourages you to think more about these issues. 7: Other Comments — Paul writes: What's funny is the Weekly World News - the supermarket tabloid with headlines declaring Bigfoot had been found, and married to a local man's sister!; JFK was still alive, etc. - would pass muster under this analysis. They always had sources report stories to them. Those sources were just batshit crazy. Their strategy was simply not to question them skeptically to poke holes in their story as an ordinary reporter/person would, but to encourage them - "Wow, really, a wedding; what was Bigfoot wearing?" I don't mean to entirely dismiss the distinction you make. But in insisting that not a single story - not even one of the most egregious stories by the most irresponsible, disreputable, of barely-extant publications - is a lie, I think you try to prove too much. In doing so, you retreat so far that you defend only a weak and emasculated position, not any of the broader or more meaningful points implicated by your piece. Thanks for this - I always wondered what those tabloids thought they were doing, and for some reason this matches my model of human psychology better than my previous theories about “maybe they just made it up” - though I bet they do some of that too. — John Buridan writes: I used to have very low priors against conspiracy theories and so was willing to hear out the arguments at length and go back and forth for many weeks and months on a single theory. I would say my conspiracy theory expertise is in creationism and government conspiracies, especially ones involving either Catholicism or Judaism. And I'm okay on one's involving fluoridation, chemtrails, and GMOs etc. One of my housemates was a senior when I was a freshman in college gave me the Adobe illustrator birth certificate shtick, and we went through it together. We downloaded the birth certificate, uploaded it to Adobe illustrator, and saw the weird things. Then I went back to my day job where I was learning Adobe Illustrator. This is maybe 2 weeks later. And what do I find but that when I do this with any PDF, Illustrator renders it in the same janky way? Conspiracy dissolved. I grew up surrounded by people who believed conspiracy theories, although none of those people were my parents. And I have to say that the fact that so few people know other people who believe conspiracy theories kind of bothers me. It's like their epistemic immune system has never really been at risk of infection. If your mind hasn't been very sick at least sometimes, how can you be sure you've developed decent priors this time? Of course, this just all goes back to the dark matter beliefs of people in our outgroup. And the eternal question of where do good priors come from? How do some people's beliefs get so messed up? Thanks for this. I agree that a little bit of experience personally believing conspiracy theories, or knowing people who do, goes a long way. When I was a teenager, I flirted with a lot of pseudoarchaeology theories - think Graham Hancock, underwater pyramids, that kind of thing. I got better, but it left me with a visceral understanding of how people can genuinely believe weird things - not be lying about it, not be secretly making some kind of emotional point about how they hate the system, not be deliberately trying to be as sloppy as possible because you’re a bad person - just genuinely believe it because you tried to reason about it and failed. I think if you haven’t had that experience, then it’s really hard to understand people who have. 8: My Actual Thoughts I should probably try to say, as clearly as possible, what I think. It seems like all of these are different things: Reasoning well, and getting things right
Inline links: take it now if you haven’t already!, Robert Stadler, http://web.stanford.edu/~gentzkow/research/fakenews.pdf, Benjamin Jest, As Fair A Name, Nancy Pelosi Hanged At Gitmo, claims on its About Page, this outside article about them, writes, the LA Times and COVID, in April 2020 when the LA Times interviewed an atmospheric chemist at Scripps, writes, writes, writes, said, writes, https://www.datasecretslox.com/index.php/topic,8430.0.html, here, says, here, https://forum.effectivealtruism.org/posts/jsByfxvNA4x23stLY/a-letter-to-the-bulletin-of-atomic-scientists, here, Partial Magic, writes, writes, writes, writes
Taking Stock Prediction market users really want stocks. “Stock” in this sense means an instrument that measures the status of a person, group, or idea. When their status goes up, the stock goes up. When their status goes down, the stock goes down. It feels like a natural way to bet on things like “I’m bearish on Elon Musk and think everyone else is overestimating him.” It’s hard to turn this vague idea into a real financial instrument. You could try tying it to their Twitter follower count, or Google search trends, or net worth, but none of these exactly track “status”. If Musk commits murder in broad daylight, his search volume will go up, his Twitter follower count will stay about the same, his net worth might not be affected, but his status will have gone way down. The current solution is to make no effort whatsoever to moor stocks to the real world and just hope they work out. This could work! It’s kind of like a Ponzi scheme or crypto token. Some big influencer endorses MoonCoin, and MoonCoin goes up, because MoonCoin has gained status, which means more people will want to buy it, because it’s even more likely that more people will want to buy it later. Crypto tokens keep a fig leaf of “and maybe in the cyberpunk future when all transactions everywhere have switched to crypto this will really pay off”, but over time that fig leaf became increasingly threadbare, and a fun low-stakes instrument like Manifold stocks might do fine without it. But the 0% to 100% prediction scale is a bad match for stocks. If Elon started at 50% in 2000, then when Tesla made it big he surely should have doubled. And that brings him up to 100% and leaves nowhere for him to go. Also, people who bet on Elon Musk in 2000 might be miffed that their prescient choice only doubled their money. Probably the solution is some kind of cardinal number. But which one, and at what scale? Again, the lesson from crypto is that maybe it doesn’t matter. Just start at 10 or something or something and see where it ends up. Manifold leadership isn’t totally resigned yet to having stocks be meaningless Ponzi schemes. If you have a better idea for how to run stocks, leave it in the comments here and they’ll probably see it. CFTC vs. PredictIt Update So far it’s not clear if this means indefinite normal operation, or if they’ll spend the extra time trying to wind existing markets down. The overall chance of them winning their lawsuit remains unchanged at around 25%. PredictIt has gotten some sympathetic news coverage, including from the Washington Post. In the process, the Post tried to get some clarity on what terms of the no-action letter PredictIt violated, apparently without success: @CFTC why they're shutting PredictIt down. They give no real answer, just as in the original withdrawal letter. Closest thing we have to an answer is that they don't want other prediction markets. But why? No sense here at all. washingtonpost.com/lifestyle/2023… ","username":"RichardHanania","name":"Richard Hanania","profile_image_url":"","date":"Tue Jan 24 18:12:59 +0000 2023","photos":[{"img_url":"https://pbs.substack.com/media/FnQbawZaYAAKRws.jpg","link_url":"https://t.co/zeKhe8sjnT","alt_text":null}],"quoted_tweet":{},"reply_count":0,"retweet_count":8,"like_count":39,"impression_count":0,"expanded_url":{},"video_url":null,"belowTheFold":true}" data-component-name="Twitter2ToDOM"> @StephenPiment I'm flat appalled the CFTC said \"you violated terms\", but won't tell anyone, @PredictIt included, which ones, and then has big enough balls to try to get the judge to dismiss PI's \"shotgun\" defense. Um, with no info what other case COULD they make?\n","username":"kmett","name":"Edward Kmett","profile_image_url":"","date":"Sun Nov 27 19:01:29 +0000 2022","photos":[],"quoted_tweet":{},"reply_count":0,"retweet_count":8,"like_count":21,"impression_count":0,"expanded_url":{"url":"https://www.bonus.com/news/cftc-predictit-hearings-coming/","image":"https://substack-post-media.s3.amazonaws.com/public/images/8d5a1d5e-49ee-4294-84cd-eb5a4259bbc3_1200x800.jpeg","title":"Hearings Coming Soon in PredictIt Lawsuit, CFTC Asks to Dismiss","description":"The CFTC is seeking to have the PredictIt lawsuit dismissed, while the plaintiffs want the case fast-tracked due to the shutdown deadline.","domain":"bonus.com"},"video_url":null,"belowTheFold":true}" data-component-name="Twitter2ToDOM"> I guess they’ll have to give some kind of explanation during the hearing, right? Related: Richard Hanania has an article on How To Legalize Prediction Markets. The actual advice isn’t very surprising, and mostly boils down to “write letters to the government officials in charge of this”, but like other people I learned something new from the details: In the United States, prediction markets are, with a few minor exceptions, against the law. If you don’t have a legal background, you might think that means that Congress at some point considered the issue, decided people shouldn’t be able to bet on real world events, and passed a law to that effect, which was then signed by the president. But this is not what happened. As with most things, Congress has never directly considered the matter. Rather, prediction markets are illegal due to the discretion of a government agency called the Commodity Futures Trading Commission (CFTC). Why does it have this right? And on what basis has it made prediction markets illegal? […] In 1936, Congress passed and FDR signed the Commodity Exchange Act. In 1974, Congress created the CFTC to enforce the original law, which has been amended on multiple occasions over the years. The CFTC has authority to regulate what are called “derivatives markets.” A derivatives contract derives its value from some kind of underlying asset or benchmark in the real world. The thing to understand about derivatives is that the baseline is that they’re legal. That’s why you can “bet” on the price of oil through a futures contract. The CFTC wasn’t created to ban derivative markets, but to regulate them, though this can involve prohibiting certain kinds of markets altogether. Current law includes the following provision on event contracts, [banning]: activity that is unlawful under any Federal or State law;
Inline links: remains unchanged at around 25%, Washington Post, How To Legalize Prediction Markets, can involve
1: The American Civics Exchange sells contracts on political futures. Does that make it a prediction market? Not exactly:
Inline links: American Civics Exchange
But there were three new big RCTs - I-TECH from Malaysia, and ACTIV-6 and COVID-OUT from the United States. All three found no effect. With these studies (notably from low-parasite areas) meta-analyses of mortality no longer show any effect.
Inline links: no longer show any effect
The control groups in high-worm-prevalence-area studies had no more deaths than in low-worm-prevalence-area studies. If the worms were killing people in the control groups (who ivermectin was then saving in the treatment groups) you would expect more deaths. You can find arguments for all these points at the link. (One additional thing Alexandros does that I really like: he compares the Strongyloides hypothesis - as an attempt to explain why these studies keep getting such different results - to other hypotheses. For example, studies in Latin America get negative results more often than others. This really feels like confronting the real question. He finds that Latin American studies do find lower efficacy for ivermectin than the other mostly Asian studies, and hypothesizes that this is because ivermectin is very popular in Latin America, the “control” group illicitly takes it without telling the researchers, and so these studies are inadvertantly comparing two ivermectin groups. This is another clever and elegant theory. Unfortunately, the recent spate of negative American studies sink it6. Still, I agree there is a strong geographic element here; worms are one possible explanation, but there are others - including the scientific culture in different countries. I appreciate Alexandros highlighting how much this is true.) I asked Dr. Bitterman for his thoughts. He reiterates that although steroids are one major cause of Strongyloides hyperinfection, another is eosinopenia, a decrease in the immune cells that fight parasites. COVID can cause eosinopenia directly, so just because a COVID patient didn’t get steroids, or was only on steroids for a short period, doesn’t prove that the patient couldn’t have had hyperinfection. On the mixing of different sources to get Strongyloides prevalence data, he said: As mentioned in the paper, when available we attempted to granulate by regional prevalence. This was often not possible because robust data did not available for a given country. Brazil is a large country (and multiple different studies in our analysis were in Brazil) with variability and Paula was a robust study. We decided to attempt to granulate instead of stacking the Brazil countries with the same prevalence even though they are in very different regions. His re-analysis is a crude one, and he often switches between using that analysis and the ecological model study. At the time of out paper's publication, the ecological model was not available. I offered to re-do the whole analysis with that study's raw data with a mutually agreed upon methodology, which we have not fully ironed down yet. On the long delay before hyperinfection kills: I don't think it happens in 1 or 2 weeks. But 3-4 weeks (within almost all study durations) is certainly not unheard of (again, without being treated). Even 1/3rd of the [untreated animals in a marmoset study Alexandros cites] died within the range of the study durations." On the more general argument: I have a higher credence of the effect modifier than he does. Perhaps the main thing I don't think he fully appreciates is just how few deaths need to be explained by this in order to substantially shift the RR. Even if this is the case for just a handful of control group deaths, the RR change is not trivial simply because of how low events the entire supposed benefit was in the first place. Furthermore, the new trials (ACTIV-6 400, ACTIV-6 600, COVID-OUT), while they all have very low mortality rates, all tip the needle in favor of the hypothesis. As expected, in the USA where the prevalence is near 0, all the deaths of those trials were in the ivermectin group (again, small event rates though). I could re-do the analysis with the new data even with his critiques of how he thinks it should be done (which is highly debatable) but I didn't end up doing it because at this point it would be an historical debate since the world has moved on from the topic. There are other points of course, there's quibbles line by line. I find Alexandros’ adjustment for Brazil somewhat convincing - not necessarily as a good adjustment, just in the sense that some adjustment needed to be done. I think the broader point is that results on the border of “statistical significance” often appear or go away depending on ambiguous decisions about coding single cases. Alexandros realizes this and includes a more gestalt style chart directly showing the correlation, which he says goes below the significance threshold when you recode the Brazilian studies. This chart seems to be missing some studies which might change its conclusions; it was made by a third party and Alexandros is going to get back to me with more information. Dr. Bitterman adds that more recent American studies strengthen his hypothesis. More discussion with Dr. Bitterman has also helped me better understand the context of this theory. Ivermectin does worst in studies of intermediate clinical endpoints: hospitalization, ICU admission, recovery time. It does best in studies of viral clearance rate and mortality. Viral clearance rate is a weak preclinical endpoint: not only is it especially susceptible to biases and file drawer effects, but it’s not that interesting unless it affects later clinical outcomes; many drugs change secondary endpoints but fail to change the things we care. Mortality is (usually) a strong and important endpoint; apparent positive results of ivermectin here require an explanation. The Strongyloides hypothesis tries to provide it. But I erred on my earlier post by holding it up as “the” explanation for a large and heterogenous group of studies which were mostly looking at endpoints other than mortality, or as a counter to ivmmeta’s analysis which found positive results everywhere for everything through statistical incompetence. I think I implicitly believed a stronger version of the worm hypothesis - that even in places without literal Strongyloides literally killing you, some people had some parasitic worms that were holding them back, ivermectin killed those worms, and that made them healthier overall and better able to deal with COVID. But nobody has asserted or defended that hypothesis and there’s no evidence for it. When I asked Dr. Bitterman, he pointed out that the opposite was at least as credible: parasitic worms depress the immune system, but immune overreaction is a major cause of death in COVID, so getting rid of them could make things worse rather than better. The original post should have explained this hypothesis better, devoted less emphasis to it, and focused more on publication bias and other issues that could explain the overall result. In some cases, these issues would have shed more light on the mortality statistics too. On my original post, I wrote: Parasitic worms are a significant confounder in some ivermectin studies, such that they made them get a positive result even when honest and methodologically sound: 50% confidence In retrospect this is framed too weakly - “significant” in “some” studies is compatible with irrelevant overall. Still, sticking to the spirit of what I meant, I think I would lower this guess to more like 35% now , and lower my overall estimate of how much of the mystery it explains even further. I’m not an expert on this, you shouldn’t care about my exact probability, and I’m only mentioning it to communicate clearly and try to hold myself accountable. V. Publication Bias Alexandros has various arguments against funnel plots in general, and Dr. Bitterman’s funnel plot in particular. Some of these arguments are reasonable, but taken together they would discredit 95 - 100% of all funnel plots everywhere. Trying to destroy the whole institution of funnel plots just because one of them disagrees with your hypothesis is . . . honestly a move I have to respect. I agree that these provide Bayesian evidence, rather than 100% irrefutable evidence, of publication bias, and need to be considered in the context of everything else going on. After doing that, I still think they’re publication bias. That makes publication bias more important. In the original post, I included this funnel plot from Dr. Bitterman: In case you haven’t seen one of these before: this plots how big an effect the study found (horizontal axis) against study size (vertical axis). Studies that find ivermectin had no effect are at the center (RR = 1), studies that find a strong curative effect are to the left, studies that find a strong harmful effect are to the right. When all studies are good, we have no reason to expect a correlation between study size and ivermectin efficacy - any deviations from the true effect should be random. This would look like a triangle centered around the true effect of the drug, with an equal number of studies on both sides. When there is a lot of publication bias, we should expect that small studies get published only if they find exciting results, and big studies get published regardless (because a lot of work went into them, someone will want to publish them, and journals will accept them regardless of how exciting they are). So here you would expect to see big studies around zero, and an asymmetric tail of smaller studies heading in the more-exciting direction. This is what we see on Dr. Bitterman’s plot, suggesting strong publication bias for ivermectin results. Alexandros’ full counterargument is here. Trying to sum it up: Funnel plots can sometimes look deceptive, or be misreported, and are generally suspect.
Inline links: 6, studies of intermediate clinical endpoints, https://substackcdn.com/image/fetch/$s_!rlgm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F174e569d-8a2c-4c11-a2ff-d355f4bce5b1_1200x808.jpeg, here
Alexandros writes: “Given that these new trials were mostly in late '21 and '22, and the mortality in them was extremely low, I don't believe they would alter the results of my analysis, since studies with few if any events get very low weights in this style meta-analysis. I haven't re-run it, but if it will make a difference, let me know and I'll give it a go. I also think (but won't take it the wrong way if you ignore me on this) it is unfair to introduce new data mid-argument. As you probably know, I have serious objections about these negative American studies (the most serious of which I have not yet published) and believe they are worthy of a separate conversation. My point, i believe, has consistently been that the confidence people are projecting that ivm doesn't work isn't supported by the evidence. either strongyloides was particularly strong as an explanation at the time, or there were other hypotheses we should have considered.”
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In theory this also paves the way for human meat, though regulators might have other ideas. 2: Eight years ago I wrote an article about how the government should stop restricting doctors’ ability to prescribe suboxone, a useful medicine for opioid abuse. Last month, the government finally stopped the restrictions. Good for them! 3: Carl Sagan married three times. His first wife was legendary biologist Lynn Margulis, who discovered mitochondrial endosymbiosis, then went off the deep end and became an AIDS denialist and 9/11 truther. His second wife drew the Pioneer plaque. His third wife was one of the women who designed the Voyager golden record. 4: Claim: Chinese sources seem to back this up (and related BBC), but I’m skeptical: is this really the best way to satisfy a “must fight with medieval weapons” constraint? Why not crossbows? 5: Did you know: Alex Berenson, who runs the most popular anti-vaccine Substack, has had an unusual career: he used to be an investigative reporter for the New York Times, and also wrote a series of bestselling spy novels. 6: Less Wrong: I Converted Book 1 Of The Less Wrong Sequences Into A Zoomer-Readable Format. Apparently there’s a thing where Zoomers are supposedly more likely to learn a text if you overlay it on on a fast-paced video game, example here. 7: By this point we’ve probably all heard stories about people who win the lottery and then end up bankrupt and miserable after X months or years. I had always assumed this was limited to very poor people with no understanding of money. This forum post argues it’s not, and tells the story of a man who started out with $15 million and still ruined his life after winning $170 million more in the lottery. 8: Did you know: Exiliarch Mar-Zutra II was a 5th century Jewish leader who took advantage of the chaos caused by weird Zoroastrian communists to secede and turn the city of Al-Mada’in, Iraq into an independent Jewish state for seven years. 9: Why doesn’t the Supreme Court have vice-justices? 10: Steve Sailer (warning: unz.com, far-right site, some firewalls will flag or block it): why aren’t there more gay English soccer players? Thousands of current or recent English pro soccer players, the media is really interested in finding a gay one so they can run a “Historic First” article, and apparently they can’t. There are rumors that players are afraid to come out because of homophobia, but there are at least 2,000 retired soccer players and only one of them has come out as gay. “I’m increasingly sympathetic to [the] theory that whatever psychosocial traits make men highly interested in team sports make them highly heterosexual too”. Is this true of other countries and other sports? 11: Adam Tooze on the demographic background to Iran’s protests. Iran thought it was facing an overpopulation crisis in the 80s and tried some reforms to lower family size. The reforms worked overwhelmingly well, causing “the most dramatic transition ever recorded in demographic history”, from 6.5 to 2.5 children per woman in thirty years. Iran now has “lower maternal mortality than the US”, and an education system where “women in university outnumber males”. This kind of demography isn’t usually compatible with patriarchal religious institutions, and the Ayatollahs are aware of this; in a rare admission of error, Khameini said that “Government officials were wrong on this matter, and I, too, had a part. . . . May God and history forgive us.” Now they’re trying to increase average family size and put the genie back in the bottle; Hungary can tell them about the limits of that strategy. 12: What it looks like to be on shrooms: I haven’t used shrooms myself so cannot confirm or deny, but this is oddly compelling, and makes some things I’ve read about neuroscience of vision make more sense. I wonder if you could get HPPD from watching videos like this for too long. 13: Study: federal cancer funding is extraordinarily effective. Cancer research produces so many valuable treatments that it saves one DALY per $326 spent. For comparison, health systems usually consider an intervention good value-for-money if it saves at least one DALY per $50,000. By combing the Earth far and wide, effective altruists have tentatively found one or two opportunities in the poorest parts of Africa to save lives at $100/DALY, but these are extremely rare exceptions and I wouldn’t have expected anything in the US to be within an order of magnitude of that. Either this finding is fake, or we should all be donating to federal cancer research instead of whatever else we’re doing. 14: Yet another person building a vast theory of human interaction off of the characters in The Office. This one is pretty good, also name-drops Bobos In Paradise. I’m still surprised this is such a common thing. 15: Marginal Revolution: FDA Deregulation Increases Safety And Innovation And Reduces Prices. Study looks at what happens when the FDA reclassifies medical devices from a highly-regulated to a less-highly-regulated category; in general, those devices get better, cheaper, and there are somewhere between similar and fewer deaths/injuries related to those devices. Why would safety increase? The author suggests that regulation is a defense against lawsuits (“Your Honor, the FDA agreed to approve our device, so it can’t have been bad!”), and removing that defense makes companies more lawsuit-conscious and careful; Alex Tabarrok suggests a bigger effect may be allowing more innovation towards safer versions. 16: Ozy writes about Interesting People Of History: Charles Williams (ie the other member of the Inklings) 17: Did you know: the Congressman who founded the House Committee On Un-American Activities was, in fact, a paid Soviet spy (tweet, Wiki article). This actually makes sense; he originally started HUAC to root out fascists, and it only got turned against communists later on. “There has been a push to rename the street [currently named after the Soviet spy], but as of 2018 it has been unsuccessful.” 18: Idle Words: Why Not Mars? Surprisingly strong argument for why sending humans to Mars is harder than people think, of minimal scientific value, and likely to contaminate all future searches for microbial life and ruin our chance to study the topic. Concludes that we should abandon the allure of human space travel and just send probes everywhere. This makes short-term sense, but I wonder what this author’s vision of the future is - do we just stay on Earth forever? If not, don’t we have to start trying to do the hard thing at some point? (I don’t care about this because I assume AI will will flip the gameboard one way or another, but Ceglowski is a noted singularity skeptic and should probably have opinions about long-term things). 19: Metacelsus and Razib on epigenetics. Stop using it to claim there’s “intergenerational trauma”! 20: Tafl games are a family of European games, played in areas as diverse as Iceland, Ireland, Britain, and Denmark, probably sharing descent from a now-lost board game of ancient Rome. One of them, Hnetafl, was the chief board game of the Vikings and is affectionately called “Viking chess”. The one we actually know the rules for is the Saami version, Tablut, which survived long enough for Linnaeus (the taxonomy guy!) to write down the rules. 21: Shot: Chaser: (source) 22: Related: the very center of GPT’s embedding space contains a few unusual tokens including the string “SolidGoldMagikarp”. GPT displays anomalous behavior if these tokens are inserted in a query; for example, it treats “SolidGoldMagikarp” as the word “distribute”. ChatGPT is pretty advanced and fails semi-gracefully here; GPT-2’s reaction to these tokens is more disturbing: (source: Less Wrong) Further investigation determined that many of these tokens are the screen names of a group of Redditors who attempted to count to infinity. The most likely explanation, according to the discoverers, is that these names were in GPT’s tokenization data, but not its training data (maybe they were especially common in the tokenization data because they made thousands of posts with numbers in them, but didn’t make it into the training data because their posts had no content?) - that leaves them existing without content, and GPT tries to round them off to some other “nearby” token (by incomprehensible AI standards of nearbyness). Congrats to the SERI-MATS AI alignment researchers who found all of this; maybe this makes it 0.0001% less likely that the AI which controls the nuclear arsenal in twenty years will have equally inexplicable behavior. 23: More language model news: LLM that understands and can explain images
Inline links: I wrote an article about how, finally stopped the restrictions, married three times, Lynn Margulis, drew the, Chinese, and related BBC, Alex Berenson, I Converted Book 1 Of The Less Wrong Sequences Into A Zoomer-Readable Format, example here, This forum post argues it’s not, Exiliarch Mar-Zutra II, weird Zoroastrian communists, vice-justices, why aren’t there more gay English soccer players?, Adam Tooze on the demographic background to Iran’s protests, federal cancer funding is extraordinarily effective, Yet another person building a vast theory of human interaction off of the characters in, FDA Deregulation Increases Safety And Innovation And Reduces Prices, Interesting People Of History: Charles Williams, tweet, Wiki article, Why Not Mars?, Metacelsus, Razib, Tafl games, Tablut, https://substackcdn.com/image/fetch/$s_!EhT-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F39755d06-3101-44d5-bb50-0a6b99155fae_807x776.png, source, contains a few unusual tokens, https://substackcdn.com/image/fetch/$s_!rkvW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdeb0cd39-6942-44c0-85ef-0fac91b362e3_536x147.png, https://substackcdn.com/image/fetch/$s_!QIzo!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fba1d0783-5826-48a3-9ead-1e803042e96d_622x631.png, Less Wrong, many of these tokens are the screen names of a group of Redditors who attempted to count to infinity, SERI-MATS, LLM that understands and can explain images
28: Ryan Bourne reporting from the American Economic Association meeting:
Inline links: reporting from
Compare to my own experience at the American Psychiatric Association meeting:
1. Church attendance rates lower in 2023 than 2018: 90% 2. At least one US politician, Congressman or above, explicitly identifies as alt-right (in more than just one off-the-cuff comment) and refuses to back down or qualify: 10% 3. …is overtly racist (says eg “America should be for white people” or “White people are superior” and means it, as a major plank of their platform), refuses to back down or qualify: 10% 4. Gay marriage support rate is higher on 1/1/2023 than 1/1/2018: 95% 5. Percent transgender is higher on 1/1/2023 than 1/1/2018: 95% 6. Social justice movement appear less powerful/important in 2023 than currently: 60%
Global existential risks will hopefully not be a big part of the 2018-2023 period. If they are, it will be because somebody did something incredibly stupid or awful with infectious diseases. Even a small scare with this will provoke a massive response, which will be implemented in a panic and with all the finesse of post-9/11 America determining airport security. Along with the obvious ramifications, there will be weird consequences for censorship and the media, with some outlets discussing other kinds of biorisks and the government wanting them to stop giving people ideas. The world in which this becomes an issue before 2023 is not a very good world for very many reasons.
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
America really is the greatest country in the world.
If for some reason that doesn’t work, go to a different psychiatrist and try again. You don’t have to tell them you already tried. Since everything about ADHD diagnosis and treatment is already security theater, it’s hard to say what pill mills are doing except kind of smirking under their breath while going through the rituals - as opposed to real doctors, who go through the rituals with sincere faith. Don’t get me wrong, I do think there’s a difference here. But the regulatory state isn’t set up to say “And you have to sincerely believe in the rituals or they don’t count”. So instead they punish unrelated groups, like telepsychiatrists. See also my old post Bureaucracy As Active Ingredient. The security theater doesn’t work because it’s effective. It works because it’s inconvenient enough to weed out the less motivated fakers, and some of the remaining fakers get cold feet about lying to a nice sincere psychiatrist who seems to be trying to help them. Pill mills remove the inconvenience, and seem to be nod-and-wink cooperating with liars, so the theater stops working. The only solution is to inject some inconvenience and shame back into the process somewhere, which the DEA has chosen to do by restricting telepsychiatry. They could accomplish the same goal by making you attend your appointments naked, but I guess clothing companies have better lobbyists than telepsychiatrists do. 4: Comments About Forcing Blind People To Fill Out Forms Before They Can Access Braille I analogized forcing patients to see an in-person doctor before they could access a teledoctor to forcing blind people to fill out forms before they could access Braille. Several blind people and their friends pitched in to say this was a real problem. For example, Mikolysz: Blind person here, this kind of thing is actually much more common than people imagine. Many government agencies (regardless of which particular government you mean) just assume that anybody who needs to fill a form can read and write print and/or lives with somebody who does. This is often a problem even when the form in question is specifically targeted at blind people. Non-governmental organizations, including those who specifically serve the blind, aren't much better at this either. This issue is slightly more pronounced in civil law countries, where what constitutes a legally-binding signature is clearly defined in law and you can't just Docusign your way out of the problem, but it exists everywhere, including the US. I literally had to file this kind of document today, while the main form could be filled electronically, I was required to attach a few extra documents, for GDPR and such, and those had to be printed, filled in by a sighted person, signed and scanned. The same problem exists with physical mail which you're required to read and respond to, but which is almost never available in an accessible form, a few exceptions like the American IRS notwithstanding. 5: Comments About My Caricature Of A Doctor Who Refuses To Prescribe Psych Drugs Because People Just Need Jesus Jon Cutchins writes: You don't want psychiatrists and liberals in general to be accused of an unreasoning hatred towards Christianity you should probably be more judicious in your use of anti-Christian tropes when describing everyone who is skeptical of mind-altering drugs. Mike writes: I’ve been a primary care nurse practitioner in the Bible Belt for 20yrs and not once have I even heard of a provider telling a patient they should substitute religion for psychiatric (or any) medication. It’s so easy for some people to throw around these tropes as if Christianity is some exotic, weird tribe with horrifying anthropological traits. On the other hand, fluxe writes: I am a young Christian--in my life, I have -been told by my PCP not to get an IUD because it carries "a significant risk of causing infertility or death" -had a pharmacist refuse to fill an old, male family friend's ulcer medication because it's also an abortifacient -been told by a therapist to discontinue the SSRI a different provider had prescribed and just trust in the man of the house the PCP wasn't even particularly Christian herself, but since all of her patients are she hadn't updated on IUDs since the scare back in the 70s. Our horrifying anthropological traits become everyone's problem--it might be worth listening to those who "throw around these tropes" so you can understand what they have to deal with Unfortunately I only mention this possibility because it’s happened to several of my patients. The best I can offer in terms of being unbiased and apolitical is to signal-boost posts like this one about overly woke therapists being another big problem. Alien on Earth writes: I generally like your writing and ideas, hell, I just re-uped for a year. However, in an otherwise near perfect post, you took a cheap shot at a steriotyped view of one religion thst is not popular amoungst coastal elites, that really detracts from your core point. "The worst-case is that you get one of those doctors who think that Psych Drugs Aren’t Real Because You Just Need Jesus, and then the patient has to keep looking until they find someone else." In my experience, it is the new age(y), non-religious, doctors who are least likely to like prescribing psyc. meds or who tend to give them at too low a dose or for too short a time. Certainly, I've found little correlation with their religion, if I even know it. The only correlation I've observed is that this perscription reluctance is, perhaps, slightly more common amongst middle career doctors. Perhaps it is more common in deep red areas, I don't know. However, even there, I would suggest, it is less due to religion, per se, than to "old fashion" "grit your teeth and bear it" thinking. I agree that there are many reasons people recommend against psychiatric drugs (a few are even good). Psychiatric drugs have lots of side effects and are clearly imperfect options, and I see people object to them more often when they think they have a perfect option as an alternative. Sometimes that option is Jesus. Other times it’s the trendy new somatic yoga reprocessing kundalini trauma dianetics therapy. Other times it’s LSD or ketamine or Dr. Bob’s 24-In-One Internet Nootropic. All of these work for some people, but not as much as the people pushing them think - which I guess is also true for psych drugs. I’m nervous about people who think they’ve found the answer and pressure people towards one alternative or another without presenting evidence. I’ve seen this happen enough in religious contexts that I think it was a fair thing to use as an example. 6: Comments About Which Part Of The Government Is Responsible For This Regulation ProfessorE writes: I’m not sure that what Scott wrote is even completely accurate. I have a relative who is an MD in this space, and it seems that the underlying problem is not the DEA but an actual law passed by Congress. Aren’t telemedicine regulations limited with respect to controlled substances by the Ryan Haight Act of 2008 U.S.C. § 829(e)… there may be interpretations of this act by the DEA and other agencies, but, where controlled substances are prescribed by means of the Internet, the general requirement is that the prescribing Practitioner must have conducted at least one in-person medical evaluation of the patient. It seems like a colossal overreach to ask an Executive Branch agency to overrule the plain text of the act. There are some exceptions, which Scott noted. A different way of looking at things was that the Executive Branch was highly responsive to the emergency situation of Covid. Now that it’s not an emergency, they are obligated to return to the legal framework that exists. Congress needs to change the law, not the DEA. The *data* from covid should be used as part of a cost-benefit analysis to determine whether it is reasonable to regulate telemedicine, and, if so, what regulations might address whatever problems arose. Followed by: Actually, Scott is even more off-base than I thought in my initial post. Apparently the DEA & DOJ are already proposing new changes to the 2008 Act (which seem like they violate the clear text of the act), but the act and the changes are summarized here: https://www.legitscript.com/2023/03/27/proposed-changes-ryan-haight/ Sounds like government is aware of the issue. See https://www.federalregister.gov/documents/2023/03/01/2023-04248/telemedicine-prescribing-of-controlled-substances-when-the-practitioner-and-the-patient-have-not-had For the actual changes that are being proposed. End of the day, this should be modified by Congress, not the agencies. Everyone should remember that the law was written in 2008. That’s 1 year after the very first iPhone and 2 years before the first iPad. Zoom didn’t exist (2011). None of the other technologies for video conferencing existed. Congress was attempting to fight opioid pill-mills. At the time of passage, I am willing to bet that ≈0% of patients were “Telehealth” using videoconferencing. More like phone calls and email a few times to get drugs. The law should have been amended, and it hasn’t been, but it is far from clear that it was a crazy law in the first place. I mostly accept this correction, although I’m still a bit confused - a lot of the analyses by lawyers I read said things like “Unquestionably, the DEA’s proposal is not what most industry stakeholders were anticipating. The initial reaction is the rules are more restrictive than necessary and impose concerning limitations and burdens on clinicians and the patients they treat”, and I’m confused why industry stakeholders weren’t anticipating it if the DEA had to do it in order to follow the law. And JR writes: Meanwhile, the DEA was instructed by law in -2008- to develop a special registration process for telemedicine to allow providers to prescribe controlled substances remotely. The DEA has simply failed to do so in that time, despite repeated Congressional demands to act. Don't worry, though - the DEA has said about this proposed rule that it feels this will be 'less burdensome' for providers than any kind of special registration, so it feels it has discharged its legal responsibility to create a special registration process. I am a psychiatrist having to deal with this idiocy with my patients too, and renting an office temporarily is not going to cut it. So I am going the letter route. I will probably a lose a reasonable chunk of patients I was prescribing controlled substances to. The only possible saving grace is that PCPs in this country are used to being asked to sign and complete all kinds of nonsense forms and documents so probably most of them will just do it with minimal fuss. I'm more concerned with the new requirement that all telemedicine scripts now have to be recorded by the prescriber with the date and time they were written, the PHYSICAL ADDRESS of the prescriber and patient at the time of the telehealth encounter, and have an explicit note on them that they are telemedicine prescriptions. I am less concerned about PCPs balking at writing an idiotic referral than I am skittish pharmacists refusing to fill scripts that they might interpret as being labeled equivalently to FAKE SCRIPT FOR DRUGSEEKERS Based on that comment and this, my best guess about what’s happening is: Congress passed restrictions on telemedicine in 2001, and asked the DEA to come up with a way that trusted providers could avoid those restrictions. Now that there is videoconferencing, etc, most people now believe those restrictions were too severe.
Inline links: Bureaucracy As Active Ingredient, Mikolysz, writes, writes, writes, to signal-boost posts like this one about overly woke therapists being another big problem, writes, writes, Followed by, https://www.legitscript.com/2023/03/27/proposed-changes-ryan-haight/, https://www.federalregister.gov/documents/2023/03/01/2023-04248/telemedicine-prescribing-of-controlled-substances-when-the-practitioner-and-the-patient-have-not-had, said things like, JR writes:, this
Who “won” the electricity “race”? Maybe Thomas Edison, but that didn’t cause Edison’s descendants to rule the world as emperors, or make Menlo Park a second Rome. It didn’t even especially advantage America. Edison personally got rich, the overall balance of power didn’t change, and today all developed countries have electricity.
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.
In the late 1960s and early 1970s, Beecher’s activism, Shannon’s CRCs, and the mounting level of Tuskegee-style scandals came together in a demand for the American Academy of Arts and Sciences to create some official ethics report. Most ethicists demurred to dirty their hands with something as worldly as medicine; after some searching, they finally tapped Hans Jonas, a philosopher of Gnosticism. In retrospect, of course bioethics derives from a religion that believes the material world is evil and death is the only escape. I’m barely even joking here:
What about non-monetary costs? Nobody has fully quantified this. Some Australian oncologists did an analysis and found that 60 people per year died from IRB-related delays in Australian cancer trials. 6,000 people died from delays in ISIS-2, and that was just one study. Tens of thousands were probably killed by IRBs blocking human challenge trials for COVID vaccines. Low confidence estimate, but somewhere between 10,000 and 100,000 Americans probably die each year from IRB-related research delays.
IRBs aren’t like this in a vacuum. Increasingly many areas of modern American life are like this. The San Francisco Chronicle recently reported it takes 87 permits, two to three years, and $500,000 to get permission to build houses in SF; developers have to face their own “IRB” of NIMBYs, concerned with risks of their own. Teachers complain that instead of helping students, they’re forced to conform to more and more weird regulations, paperwork, and federal mandates. Infrastructure fails to materialize, unable to escape Environmental Review Hell. Ezra Klein calls this “vetocracy”, rule by safety-focused bureaucrats whose mandate is to stop anything that might cause harm, with no consideration of the harm of stopping too many things. It’s worst in medicine, but everywhere else is catching up.
Inline links: recently reported, calls this
The picture on the left is Manhattan Island, NY. The picture on the right is Conanicut Island, RI. Both islands are about the same size, the same climate, the same distance from the mainland. Both are near good natural harbors. In 1600, some early European explorer would have considered them basically interchangeable. Still, the cost of housing in Manhattan is about $2000/sqft, and the cost of housing in Conanicut is about $500/sqft. Why? God didn’t create these two islands with different land value; something must have happened to make one 4x as expensive as the other. The obvious answer is “the Dutch chose to build their colonial capital on Manhattan, more and more people moved in, it became ever denser and more urban in a virtuous cycle, now it is very dense and urban, and, in the current regulatory regime, dense urban areas have higher housing prices than empty rural ones.” If back in 1624 the Dutch had decided to build their capital on Conanicut, maybe today it would be a city of 10 million people, and Manhattan would be an empty rural area. In that case, I would expect Conanicut to have 4x the house price of Manhattan. If I were a Native American living on Manhattan, and I was committed to keeping housing prices there low, I would ask the Dutch to build their capital on Conanicut instead. In fact, whenever a European came to my island seeking to build houses, I would try to fight them off. If I somehow succeeded at this for four hundred years, and Manhattan remained an empty rural area, then I would expect Manhattan prices to be much lower than they are now. So in response to all of your comments that I don’t understand basic causal inference, I answer that history provides quasi-experiments, and no, I’m pretty sure that Manhattan has high prices because lots of people moved there, rather than because of some other factor. Or, rather, both density and desirability feed into the other, but the density step is a crucial input. 2. Comments About Jobs And Amenities (And Not Density Per Se) Producing Desirability But Martin Blank writes: NYC/SF are expensive because there are MANY good jobs there and people WANT to live there. Not because of the density of housing. You could build 500,000 homes in the middle of your empty field in North Dakota, and it wouldn't do much for the demand there. You aren't going to create Manhattan by magicking 3.5 million housing units of similar quality into the Red Lake Indian reservation in Northern Minnesota. I originally found the various comments saying this annoying. Yes, there are many good jobs in NYC. You can be a barista at Starbucks, you can be an actor on Broadway, you can be a train conductor for the MTA. But why is it easier to be a barista in NYC than in North Dakota? Surely because there are millions of people in New York, those people drink a lot of coffee, and so they need a lot of baristas. Likewise, they watch a lot of plays, and ride a lot of trains, so they need actors and train conductors. If all the residents moved to North Dakota, there would be lots of demand for baristas, actors, and train conductors in North Dakota, and none in NYC. But some people gave versions of this argument that I found harder to dismiss. JSwiffer writes: The key fact your missing is if you wave a magic wand and 10x San Francisco you wouldn't 10x all jobs. You would 10x the # of waiters, and garbage men but you wouldn't 10x the # of 500k/yr Google site reliability engineers. And it's the latter not the former that are driving up prices. Other commenters analogized this to factory or coal mining towns. Here’s how I ended up thinking about this: suppose someone strikes oil in an uninhabited part of North Dakota, enough to produce 1,000 good oilman jobs. 1,000 oilmen move to the area and start a town. Because there are no NIMBYs, they build 1,000 houses. Each oilman creates demand for a certain amount of waiters (to serve them food), doctors (to treat their illnesses), teachers (to teach their children), etc. How many waiters, doctors, teachers, etc move to the town? Assume for the sake of argument that all jobs earn the same salary, $50,000. In that case, it has to be fewer than 1,000. Each oilman earns $50,000, and some of that gets spent on taxes and out-of-town goods. So he has less than $50,000 to spent on in-town goods and services, so (in this hypothetical) creates less than one other job. Each waiter needs doctors to treat their illnesses and teachers to teach their children, so each service employee creates some number of additional service employee jobs. 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: https://substackcdn.com/image/fetch/$s_!_tzy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdac57667-98e2-40ff-bc78-7f3568efab8d_237x162.png, writes, writes, https://substackcdn.com/image/fetch/$s_!PkSC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd8f1265d-d113-4d13-87cb-0d1985389b4d_1000x750.jpeg, source, Tom Thought, https://substackcdn.com/image/fetch/$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
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: 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
I won’t explain “confound” here, but I will give some examples. A few decades ago, researchers discovered that drinking coffee in America was associated with dying from lung cancer, whereas tea was the apparent culprit in the United Kingdom and Ireland. Eventually, the researchers noticed that people were likely to smoke when drinking coffee or tea. No effect of hot drinks was found for nonsmokers. Then there is the excess of Lisa Minelli vinyl in their record collections allegedly found to distinguish early victims of HIV/AIDS…Could a swift record burning have saved lives?
Take various actions to incentivize markets that predict world events, and disincentivize “will this market do X?” style gambling. For example, mana won in gambling markets will no longer count towards the leaderboard, and they’ll no longer show as “trending” on the front page. Manifold is in an awkward place. Like many early-stage websites, they have an enthusiastic community, a great product, and not much plan for making money. Their stopgap strategy was to let people buy extra mana with real money. They don’t want to remove this option, because it’s their whole business plan. But it’s a weird thing to do. Some fraction of the people who do it will do it for the wrong reasons. Manifold made the right choice refunding most of the money and taking steps to prevent this from happening in the future. But it was still a challenge the idea that it’s possible to run any kind of gambling-adjacent institution ethically, no matter how careful you try to be. I recently read an article on Sean McElwee, a recently-cancelled Democratic pollster. McElwee got in trouble for lots of reasons, but one was a gambling addiction, and one of the places he gambled was prediction markets (the article doesn’t say which one, but I assume it was PredictIt, the only America-accessible political prediction market that takes real money). PredictIt limits users to a few hundred dollars per wager, this clearly wasn’t the bulk of his gambling problem, and he seemed to do pretty well (his problem wasn’t he lost money, his problem was that he got in trouble for betting on elections that his polls influenced). And I don’t want to exaggerate how worried to be about this. People lose way more money on sports betting and poker every hour. A site that produces lots of great information, raises the sanity waterline, and once a year or so causes someone to lose $29,000 which management immediately gives back because they feel bad - is hardly the face of problem gambling in America. But still, now this is a thing that sometimes happens. Debt Brinksmanship Speaking of people ruining lives with bad financial choices - Congress is debating raising the debt ceiling. If they can’t compromise, the US will default on its debt, with potentially severe economic repercussions. But usually both parties do some brinksmanship but then compromise at the last moment. Will that happen this time too? All three sites think the most likely outcome is that the US successfully raises the debt ceiling (Metaculus is lower than the other two, maybe because it asks about a shorter time period). But when? From Kalshi and Polymarket: What happens if they don’t? The White House report says a “protracted” default (ie for more than three months) could sink the stock market by 45%. Is this an exaggeration? Given that this is about any default, and not just a “protracted” one, I think this backs up the White House claim that this would be pretty catastrophic. EPJ Probes The Long Run Superforecasters are pretty good at telling you who will win next month’s sports game, next month’s election, or next year’s geopolitical clash. What about the longer-term? Can they predict broader political trends? The distant future of AI? Until now, we didn’t know, for a simple reason: superforecasting was only a few decades old. Philip Tetlock did the original Expert Political Judgment experiments in the 80s and 90s. In a predictive success of his own, Tetlock realized this would be a problem early on. In 1998, he got experts to make predictions for the next 25 years. Specifically, he asked his forecasters to predict the course of nuclear proliferation and various border conflicts. Some were geopolitics scholars were were experts in these fields; others weren’t. It’s been 25 years since 1998, so we’re ready to open the time capsule and see how they did. Before answering: how do we judge the results? That is, the subjects made some guesses about the world in 2023. Let’s say a third of them were right. Is that good or bad? Does it mean people can predict the future 25 years out, or they can’t? Tetlock proposes several specific questions, of which I’ll focus on the three I find most interesting: Will forecasters do better than some hacked-together algorithmic guess based on base rates? For example, if we ask “will countries X and Y go to war in the next 25 years?”, will experts outperform just guessing the base rate of war between those two countries (or two similar countries) over a 25-year-period?
In societies in which wives have more education or earn more than their husbands, do relationships suffer? Evidence from the United States speaks against these fears. Prior to the 1980s when men clearly had more education than women and hypergamy was normative, men who married women with more education were more likely to divorce. However, as the situation reversed and wives now have more education than their husbands, the association between wives’ educational advantage and divorce has disappeared. Among marriages formed since the 1990s, wives with more education than their husbands are now no more likely to divorce than other couples (Schwartz and Han 2014). A similar trend is observed for couples in which women out-earn their husbands (Schwartz and Gonalons-Pons 2015). This evidence is consistent with the notion that, at least in the United States, couples have adapted to the changing realities of the marriage market and are no longer at increased risk of divorce when women have the educational or earnings advantage. A recent study for marriages formed in Belgium in the 1990s found that those where the husband has more education than the wife are more likely to dissolve than marriages in which the wife has the educational advantage. In line with the American findings, the same study also found that the latter type of marriage is relative more stable in regions and municipalities where they are more common (Theunis et al. 2015).
But it’s either stronger or the same. This American study and this French study both investigate this question by comparing the educational distribution of real relationships compared to the expected distribution you would get from throwing random men from the population at random women. The American study is confusingly phrased and might either be saying it’s stronger or just getting stronger over time. But the French study is very clear: women are marrying down in education more often than you would expect by chance. They write:
Inline links: This American study, this French study
Class was more complicated7. The Swedish study said in the abstract that it found women tended to marry down in terms of class, but I had trouble finding that effect in the data, and it looked pretty small if it existed. The Norwegian study said they tended to marry up, but with the same caveat. The two American and one English study were explicit about very close class matching, sometimes implausibly close.
Inline links: 7
That being said, people are more willing to trust you if you're an ingroup member. Most of Charles Ponzi's early investors were, like Ponzi himself, members of Boston's Italian-American community. Davies notes that affinity group membership can be a way to infiltrate a web or network of trust. An offer that sounds "too good to be true" might sound more believable if it's coming from a member of your church congregation:
Americans and readers in other countries that don’t have a VAT might be scratching their heads a bit here. Why, why do this, rather than just charging sales tax on the final price? Basically, because when sales taxes get higher than about 8 per cent, people start making strenuous efforts to avoid them, and retail customers don’t report their accounts to the government but business customers do. So by charging the VAT stage by stage through the process of distribution, you get a series of automatically generated checks; when Freddy claims a refund of £200,000 it triggers a check that Jim-Bob has paid the same amount. As well as facilitating checking, the system of refunds for VAT already paid on inputs ensures that the tax doesn’t ‘layer’ – you don’t want the eventual tax rate on the final sale to depend on the number of different companies and wholesalers involved in the process.
Alt text: @eigenrobot tweet: "america is a land of innovation and its baked into our constitution. our prohibition on ex post facto law, for example, means there's immense alpha for firms that successfully productize new types of crimes
Inline links: @eigenrobot tweet
This winter a friend of mine, an American living in Europe, went to Ukraine with a humanitarian mission. (Here’s a twist for you, dear reader.) He visited Lviv, Kyiv, Mykolaiv, Irpin, Kherson. He was shelled a few times; he now can recommend a hotel in Kyiv with “the best bomb shelter in town”. His reasons for going there in the first place were dark. The results, however, were miraculous and heart-warming, and align very well with everything said above. His story could have been a nice coda to this review. However, his story is also much bigger than this review, and it is also his, so I will not elaborate more than I already have. He will tell it in his own time and in his own way. And for now, if there are any darling buds of trust sprouting between us, dear reader, you’ll just have to trust me on this. Because for an actual coda I chose something much more grim.
Compared to the past, have things gotten better, worse or stayed the same [regarding] treating African-Americans with respect and courtesy? (2002 vs. 2013)
Compared to the past, have things gotten better, worse or stayed the same [regarding] treating African-Americans with respect and courtesy? (2002 vs. 2013) Not only are these very specific, but remember, MG’s conclusion is that morality has not really changed since 1949. But clearly we have started treated African-Americans better since then. Shouldn’t their methods be able to pick this up? They mention in the text that these kinds of questions did better than others; 50% report improved treatment of gay people. But what are the other 50% thinking??! The answer has to be something like “2002 to 2013 is too short a time to measure even extremely large effects that were centered around exactly this period”. But then what does that mean for the rest of their data? Despite these questions, they report no change overall in morality. Is this because their methods are too weak to notice not just the improvement in gay rights over the early 2000s, but even the improvement in African-Americans’ condition since the 1950s? Or is it because these moral improvements have been counterbalanced by other moral declines since then for net zero gain? Either way this doesn’t reflect well on their thesis. I think MG were most interested in talking about potential biases that could cause an illusion of moral decline. In order to get there, they had to argue that there was no objective moral decline, but they thought this was obviously true, and were more interested in gesturing at it than really proving it. They threw together a mountain of polls vaguely related to the topic, but I don’t think they’re really able to defend those polls’ relevance to this question against sustained challenge. III. So am I claiming that morality is declining over time? A real answer to this question would require philosophical groundwork that this paper doesn’t even begin. Whatever the issues with the data, they’re the least of MG’s problems3. They’ve committed themselves to haphazardly combining polls on violent crime, blood donation, homophobia, volunteerism, and workplace abuse into a single construct, “morality”, and then making sweeping pronouncements about it. “So the problem is they’re mixing up too many things?” No, they’re still mixing up too few things. In all the hundred-ish polls that MG used as objective morality indicators, I counted zero that involved sex, marriage, divorce, child-rearing, drugs, alcohol, loyalty, patriotism, respect for elders, hard work, laziness, religion, or anything about God.4 Suppose you were born in 1940. You learned from your parents that morality was about going to church, staying chaste until marriage, loving your country, working hard, and staying away from drugs. You notice that between 1940 and 2020: Church membership declined from 75% → 50%
But aside from all these biases - wait, they found that the same number of people said they were mugged/assaulted recently in 1949 as today? Hasn’t violent crime approximately tripled since then?
Inline links: Hasn’t violent crime approximately tripled since then?
Source: How The West Was Stolen As above. We get millions of brilliant assistant AIs that do what we say. We turn most of the economy over to them. They advance technology by centuries in a few years.
Inline links: How The West Was Stolen
In this scenario, humans might end up like Native Americans in the modern USA. They've clearly lost a conflict, they're poor, and they have limited access to the levers of power. But they continue to exist, protected by the same laws that protect everyone else. They even have some measure of self-determination.
Given that Native Americans lost their war with European settlers, why do existing Native American tribes still have some land and rights? Why didn't Europeans finish them off and take their last few paltry resources?
As I see it, Britain's bet is that being a junior partner of the United States will both give them more success than chaining themselves to Europe and give them more freedom (since the US has no interest in British domestic politics in the way the EU does). To this end, it's aligning itself with other "individual" US allies like Japan or Thailand and attempting to take a leading role in things like Ukraine or Pacific defense.
I think particularly for the smart/driven things have changed from a sense of you can achieve your dreams here (in the same way you can in US or maybe Germany and parts of east Asia) to the sense it’s more like much of Europe where you have to leave to make something of yourself (becoming a France or Italy, full of old people on massive pensions with little growth or dynamism). In the 2000s you could make ridiculous amounts of cash in finance if you worked hard, now it’s a pretty bad deal. Most other industries you would be much better off in the US either as an employee or setting up your own company (e.g. McKinsey associate in London earns £95k, in New York earns $185k with bigger bonus). Hard to think of many successful UK companies that have been created in recent years (Deliveroo, Sky, Ocado?). When I try to explain to American friends that £35k is considered an enviable salary when graduating university they all assume I’m joking. I think the average salary of an Oxford undergrad five years after graduating is around £50k.
No direct inline source block was recovered for this mention.
No direct inline source block was recovered for this mention.
8: Zach Stein-Perlman’s favorite AI governance research this year. 9: The Chichijima incident was notable as a time when George H. W. Bush almost got eaten by cannibals. During WWII, nine American pilots were shot down over an island commanded by a crazy Japanese officer who ate his enemies' livers. Eight were captured and killed (and four of those were eaten), and Bush alone fled and survived. 10: El Salvador’s murder crackdown claims results of 90% decrease in homicides, 44% decrease in emigration to US, and 90% approval rating for president Nayyib Bukele (h/t Richard Hanania). 11: In an earlier set of comments, I ignorantly repeated a claim that Mother Teresa denied her patients painkillers because she thought suffering brought people closer to God. A commenter corrected me: painkillers were just generally in short supply in India during her era (more discussion here). 12: The record for longest time a plane has spent in the air without landing is 64 days, achieved by a Cessna in 1959. You can read the full story here, but the basic setup looked like this: 13: Fact check: was Elvis Jewish? Snopes says yes, but I’m more convinced by this argument for no. [update: commenter TheGenealogian agrees no] 14: Is GPT-4 getting worse? This isn’t absurd; some people claim OpenAI has simplified the model to cut costs (though OpenAI denies this). Matei Zaharia argues yes, but I’m more convinced by the AI Snake Oil blog’s argument for no (h/t Stuart Ritchie). 15: Vox has a good piece about AI company Anthropic. I would quibble that they’re not the only safety-focused or EA-affiliated org, and we have yet to see how truly safety-focused or altruistic any AI company can be while continuing to be an AI company. But granting that it’s all a matter of degree, I agree the degree seems pretty high for them. And NYT also has an Anthropic article. 16: Eliezer bets $150,000 to $1,000 against UFOs being aliens, and gives the same argument I would - it’s unlikely that any civilization advanced enough to travel through space would still be primitive enough to use macroscopic, biologically-piloted craft that sometimes crash. 17: More nails in the coffin of growth mindset. “When examining the highest-quality evidence (6 studies, N = 13,571), the effect was nonsignificant: d = 0.02, 95% CI = [−0.06, 0.10]. We conclude that apparent effects of growth mindset interventions on academic achievement are likely attributable to inadequate study design, reporting flaws, and bias.” I think the older, very-high-effect-size studies were clearly terrible, but I’d still like to look further into the newer, small-but-significant-effect-size-that-makes-a-difference-across-large-groups studies and how they went wrong. 18: Previous work showed that after adjusting for selection bias, “what college you go to doesn’t matter” for average earnings. I was always skeptical of this - are all those rich people sending their kids to Ivies for no reason? Now Chetty, Deming, and Friedman find that: Attending an Ivy-Plus college instead of the average highly selective public flagship institution increases students’ chances of reaching the top 1% of the earnings distribution by 60%, nearly doubles their chances of attending an elite graduate school, and triples their chances of working at a prestigious firm. Ivy-Plus colleges have much smaller causal effects on average earnings, reconciling our findings with prior work. One of the authors, David Deming, has a Substack here where he explains the study in more depth. Like everyone else, this study also finds that rich people are using “holistic admissions” and the de-emphasis of standardized testing to gain an advantage: H/T Nate Silver, who writes: “Not sure how you can look at this data, ostensibly be interested in either meritocracy or equality, and want to move away from standardized tests. It's the subjective measures that are most slanted in favor of the rich kids.” Cf. Erik Hoel. 19: From @data_depot: “In 2002, 48% of Americans said "the govt is run by a few big interests looking out for themselves." 52% said "it is run for the benefit of all people." In 2020, 84% said the govt is run by a few big interests. Only 16% said it is run for the benefit of all people.” Source seems to be here, which reveals 2002 was a local peak in trust in government; maybe because of post-9/11 unity, but even 2000 was 34%, much better than our current 16%. My first instinct is to attribute this to a rise in vulgar Marxism, in the sense of everyone (even conservatives) now being trained to think in terms of an elite class screwing over everyone else (cf my review of Manufacturing Consent). But there was a previous low of 19% in 1994, which doesn’t seem to correspond to anything especially bad going on in the US, so I don’t know. 20: AskReddit: Medical professionals - have you ever had a patient so lacking in common sense you wondered how they made it so far? Linking this because there’s lots of evidence showing that education (as a proxy for intelligence?) is associated with increased life expectancy, and this thread gives you a visceral appreciation of why that might be. 21: The Fall Of [programming help site] Stack Overflow: Looks like a weak downward trend since 2021 I can’t explain, plus a strong downward trend since 11/2022 which must be from ChatGPT. In case you were wondering how AI was affecting programming! (update: probably false, see here, though see also here for evidence of smaller but real decline) 22: This month in culture war topics: London’s Pride parade featured a convicted kidnapper/torturer/rapist/sadist as a speaker, who advocated that anti-trans people should be “punch[ed] in the f**king face” ; the organizers say they stand by her.
Inline links: favorite AI governance research this year, Chichijima incident, claims results, painkillers were just generally in short supply in India during her era, here, record, here, https://substackcdn.com/image/fetch/$s_!6brT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F172f7be6-1e03-4919-9cc9-b04335223f35_1280x1030.jpeg, yes, this argument for no, agrees no, argues yes, argument for no, Stuart Ritchie, Anthropic, an Anthropic article, the same argument I would, More nails in the coffin of growth mindset, Previous work, Chetty, Deming, and Friedman, has a Substack here where he explains the study in more depth, https://substackcdn.com/image/fetch/$s_!VcFl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f08bfe5-ab31-453a-896a-54ef385da7d2_706x900.jpeg, Nate Silver, Erik Hoel, @data_depot, https://substackcdn.com/image/fetch/$s_!S4g-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff18fa4d5-9ba9-4b86-a058-46246bfc8a4f_536x611.png, here, my review of, have you ever had a patient so lacking in common sense you wondered how they made it so far?, The Fall Of [programming help site] Stack Overflow, https://substackcdn.com/image/fetch/$s_!E7XK!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba7c05-7dbb-4318-9da2-87b00d738ed7_649x518.png, probably false, see here, here, featured, stand by her
H/T Nate Silver, who writes: “Not sure how you can look at this data, ostensibly be interested in either meritocracy or equality, and want to move away from standardized tests. It's the subjective measures that are most slanted in favor of the rich kids.” Cf. Erik Hoel. 19: From @data_depot: “In 2002, 48% of Americans said "the govt is run by a few big interests looking out for themselves." 52% said "it is run for the benefit of all people." In 2020, 84% said the govt is run by a few big interests. Only 16% said it is run for the benefit of all people.” Source seems to be here, which reveals 2002 was a local peak in trust in government; maybe because of post-9/11 unity, but even 2000 was 34%, much better than our current 16%. My first instinct is to attribute this to a rise in vulgar Marxism, in the sense of everyone (even conservatives) now being trained to think in terms of an elite class screwing over everyone else (cf my review of Manufacturing Consent). But there was a previous low of 19% in 1994, which doesn’t seem to correspond to anything especially bad going on in the US, so I don’t know. 20: AskReddit: Medical professionals - have you ever had a patient so lacking in common sense you wondered how they made it so far? Linking this because there’s lots of evidence showing that education (as a proxy for intelligence?) is associated with increased life expectancy, and this thread gives you a visceral appreciation of why that might be. 21: The Fall Of [programming help site] Stack Overflow: Looks like a weak downward trend since 2021 I can’t explain, plus a strong downward trend since 11/2022 which must be from ChatGPT. In case you were wondering how AI was affecting programming! (update: probably false, see here, though see also here for evidence of smaller but real decline) 22: This month in culture war topics: London’s Pride parade featured a convicted kidnapper/torturer/rapist/sadist as a speaker, who advocated that anti-trans people should be “punch[ed] in the f**king face” ; the organizers say they stand by her.
Inline links: Nate Silver, Erik Hoel, @data_depot, https://substackcdn.com/image/fetch/$s_!S4g-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff18fa4d5-9ba9-4b86-a058-46246bfc8a4f_536x611.png, here, my review of, have you ever had a patient so lacking in common sense you wondered how they made it so far?, The Fall Of [programming help site] Stack Overflow, https://substackcdn.com/image/fetch/$s_!E7XK!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8ba7c05-7dbb-4318-9da2-87b00d738ed7_649x518.png, probably false, see here, here, featured, stand by her
37: Same author: why did Mormon fertility drop? Argues it’s because Trump’s brand of profane hillbilly Republicanism alienated the Mormons, and their negative reaction drove them “[too] close to the vortex of the progressive-liberal-urban monoculture” to defend against their memes. I’m not sure their graph really supports this - there’s only a slight escalation in a pre-existing trend in 2016 - but it’s an interesting way of thinking about the world.
Inline links: why did Mormon fertility drop?
Having read Gessen's biography and Short's biography, I now view Gessen's as almost worthless. This is partly because I read "Brothers" by Gessen, about the Tsarnaev brothers and Boston Marathon bombing, which made flagrant errors when discussing American law and by the end was filled with utterly incoherent and evidence-free conspiracy theories. For example, Gessen gives serious weight to the possibility that the Tsarnaevs were innocent, but that when they saw they were wanted for the bombing they killed a cop and then threw homemade explosives (which I guess they had lying around?) at other cops. They also argue that Dzokhar's note in the boat was not a confession. They'd become friends with the Tsarnaev family by that point and were willing to propose whatever FBI frame-up would make them look less bad. It was sad to read, and my reaction at the time was to think I now had to unlearn everything Gessen said about Putin.
Schumer actually did say on the news that he expected the security services to sabotage Trump with a kind of "ha ha" tone. The reason American security services can't do this kind of thing isn't the virtue of left wing leaders or norms. It's that they cannot expect the kind of deference the KGB required. When Democrats have tried to weaponize such institutions they have faced backlash. (And Republicans have generally not been able to for the reasons you say.) The reason the security services can't suppress the Republicans is that the Republicans have real power and will strike back. And the same for the Democrats.
Interpersonal trust in the United States, from OurWorldinData.org/trust The point of this digression is just that it matters which is the right story of Western development, the landslide or the push.
Inline links: OurWorldinData.org/trust
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
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If Elon was 1-in-1,000 intelligence, and was merely 1-in-10,000 in terms of intensity, and intensity was completely uncorrelated with intelligence (I would tend to think so, roughly speaking - plenty of dumb people have hyperfixations, too) then of his top-300,000-most-intelligent-Americans cohort, he would be in the top 30 most intense, or alternatively, for his top-30,000-most-intense-Americans cohort, he would be in the top 30 most intelligent. This, combined with the luck that Scott mentioned in the few paragraphs preceding the text from the OP I quoted, seems a combination completely sufficient to explain Elon Musk's extreme success even in terms that are still almost maximally generous to the 'Elon is successful largely because of his particularly effective personality' theory.
If you look at all 11 of [Elon]’s children's names, all but the 3 with Grimes have fairly normal names, at least for American kids these days.
I really, really, doubt that there are only 30 people in America more intense than Elon Musk. The biography, which was clearly trying to paint a picture of Elon as a particularly intense person, made him out to be more of a 1-in-10,000 intensity-level person than a 1-in-10,000,000.
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Political managers from Caracas with no background in industry. Ideological schools set up in factories. Investment abandoned, maintenance skimped, machinery cannibalized. A catalogue of grievance detailing blunders, looting, and broken promises. Venalum, they said, had for a time stopped exporting to the United States to vainly seek “ideologically friendlier” markets . . . after months of stockpiling, aluminium managers returned to US buyers, but by then the market had crashed, losing the company millions. To curry favor with [the government], another company imported trucks from Belarus, Chavez’s European ally, but the cabins were too high for the region’s twisting paths, terrifying drivers. The trucks were abandoned.
Venezuela was a typical Latin American country - Indians, conquistadors, strongmen - until the discovery of oil in the early 1900s. Foreign oil companies briefly resisted taxation. But over the 20th century the government gradually got them under control. In 1976, they finally nationalized the industry entirely under a government-run company, PDVSA. Venezuela is believed to have more oil - and more oil per person - than Saudi Arabia.
Instead of firing squads at midnight, Chavez was authoritarian in the way that American conservatives claim that wokeness is “creeping authoritarianism”. He and his network of allies controlled the media, the institutions, and all the good jobs. If you flattered him, the media would say nice things about you, you would get preferential treatment when interfacing with institutions, and could count on a well-paying sinecure at some government department or nationalized company. If you questioned his rule, you would find that every news story about you was negative, and you were locked out of any job besides janitor or taxi driver.
How is this possible? This paper tries to answer the question. It says that 54% of Americans opt-in to organ donation; this is a legally binding decision that family members cannot override later. Other Americans make no commitment either way, and family members can opt them in later (eg when they are in a coma, dying). In opt-out countries, opt-outs are final, and also family members can later opt people out on their deathbeds. Since in opt-in systems, family members often opt people in, and in opt-out systems, family members often opt people out, once the family has had its say opt-out systems may not have more donors than opt-in ones.
Inline links: This paper
My immediate reaction to the apparent mystery of : "25-50% of Americans say they *would* donate a kidney to somebody in need..."
When the choice or opportunity is suddenly presented, and following through is relatively simple, logistically, people and Americans in particular have almost no limits or thought of risk/cost. In the scenario of a crash/wreck I am sure 95% of people would risk their life for a total stranger without a moment's thought.
CHRISTIE: Um. Hmmm. What’s going on in Ukraine is a . . . global Chrisis. [long pause] Like all Americans, I’m horrified by the news about Russian forces’ massaChris of innocent people. Ukraine should get not just our continuing support, but an inChris in military aid. [upbeat, finding his stride]. And I want to call out the hypoChrisy of Donald Trump on this issue. He says he wants to keep America strong, but he proChristinates on helping one of our most important allies.
MODERATOR: Then it sounds like everyone’s gotten a chance to speak in the second round. We’re going to move on to our closing statement. You’ll be happy to hear that your Forbidden Letters and Second Round Constraints are lifted for this part, and you can say anything you want. But: you can only say a single word at a time, in order of the placement of your podiums. If you want to make a closing statement that resonates with the American people, you’ll have to cooperate with each other. I’ll be turning off your microphone liberally to enforce this rule; if you go over one word per turn, you lose your turn for the next minute. If everyone’s ready, let’s go. Chris?
DESANTIS: Fine. What the hell. Whatever. I think the mo . . . the maximally important problem facing America today . . . for the problem, I would pick wokene . . . the condition of being woke. Our . . . educational in . . . educational thing . . that thing where we try to give education to people . . . it could be . . . totally . . . corrupted . . . by . . . that thing where people have the condition of being woke. Teache . . . teaching people . . . tell me that our . . . our . . . kid . . . the children in the education thing . . . oh, come on. This is f—ing impossible!
I don't think your questions are stupid at all, I think you have a great instinct for the non-obvious corners in lots of areas, including here. My dream version of this book would include a series of interviews, one with a professional lobbyist, one with a congressional staffer, one with an administrative law judge or maybe someone who has run a notice and comment process for an executive agency, one with a lawyer who has had to interpret EOs maybe in the intel community or adjacent, a longtime DC journalist, then some coverage or state and local lawmaking and where they fit in. My book's corpulent title would be something like "The civics they never taught you: The unwieldy billion and one paths to making new laws in America (and why none of them really work but maybe that's mostly ok)."
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It would seem that capitalism is better than charity. The countries that became permanently rich, like America and Japan, did it with capitalism. This seems better than temporarily alleviating poverty by donating food or clothing. So (say proponents), good people who want to help others should stop giving to charity and start giving to capitalism. These proponents differ on exactly what “giving to capitalism” means - you can’t write a check to capitalism directly. But it’s usually one of three things:
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» "In 1954, Hernández v Texas altered the classification of Mexican-Americans in order to give them protection against discrimination under the 14th amendment. As the population of Mexican-Americans grew, the United States classified them as white. However, when they brought forward their concerns regarding racist and discriminatory practices, the government ignored their claims since they were white and therefore not protected under the 14th amendment like black Americans. As a result, Mexican-Americans made the argument that they were a class apart from white Americans. Many Mexican-Americans feared that arguing for a change in classification would result in the mistreatment equal to what African-Americans were experiencing at the time. The “class apart” argument was formed to demonstrate that while they were classified as white they were still treated as “others” by white society. Stating that Mexican-American activists demanded to be classified as “white” ignores the complex history of racial classification in the United States and the subsequent challenges faced by Mexican-Americans in their fight against racial discrimination."
I did this on purpose: I didn’t consider these sufficiently independent cases. My impression is that wokeness originated in the United States, reached other countries piecemeal, and that the parts they got weren’t necessarily parts that applied to their own situation. For example, many countries held Black Lives Matter and Defund The Police protests even when they had approximately no black people. In a situation like this, I don’t know how to determine the relationship between any given country’s level of civil rights law and its level of wokeness.
To me, it seems like the reason for why civil rights legislation, including affirmative action, has been enacted and are maintained in the US have at least at much to do with external as with internal policy. The original context for the enactment of the CRA and all the legislation meant to make racial equality not just a theory but an actuality was America's ideological content with the Soviet Union, a country that could lay a credible claim to an antiracist practice that made it very attractive to Third World masses and First World intellectuals; since it was also known that the equitable treatment of African-Americans was one of the main areas where United States had, to put it mildly, failed, it was also imperative for the US to show that it was working to fix it.
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5: I’ll never tire of analogies putting the US / Europe gap into perspective - for example, did you know that the median black American household earns more ($48,297) than the median UK household (£35,000 = $44,450)? Related, from @StatisticUrban - average house size in every US state vs. every European country:
8: Congratulations to ACX grantee Innovate Animal Ag, who have successfully gotten the first American company to adopt in ovo sexing (which removes unwanted chickens at the egg stage, instead of killing them after they hatch). NYT article here. IAA CEO Robert Yaman also has an article about his work in Asimov. IAA is looking for new employees, including a “head of marketing” and “business generalist” - if you’re interested in animal welfare and want to work with them, check out their careers page.
23: 2017 poll: 40% of Americans believe climate change is more likely than not to drive the human race extinct, but only 16% describe themselves as “very worried”. It looks like this is because most people think it won’t become important until long after they and their children are dead. My impression is that all of this is false: most global warming will happen in the lifetime of today’s young people, and only the extreme right tail of worst scenarios come anywhere near extinction.
Inline links: 2017 poll
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
I’m not going to make a big deal about Stone’s use of Google Trends, because I think he’s right that SF and Boston are the most EA cities. But taken seriously, it would suggest that Montana is the most Democratic state. Stone could potentially still object that movements aren’t supposed to gather 10,000 committed adherents and grow at 10% per year. They have to take hold of the population! Capture the minds of the masses! Convert >5% of the population of a major metropolitan area! I don’t think effective altruism has succeeded as a mass movement. But I don’t think that’s it’s main strategy - for more on this, see the articles under EA Forum tag “value of movement growth”, which explains: It may seem that, in order for the effective altruism movement to do as much good as possible, the movement should aim to grow as much as possible. However, there are risks to rapid growth that may be avoidable if we aim to grow more slowly and deliberately. For example, rapid growth could lead to a large influx of people with specific interests/priorities who slowly reorient the entire movement to focus on those interests/priorities. Aren’t movements that don’t capture the population doomed to irrelevance? I don’t think so. Effective altruism has managed to get plenty done with only 10,000 people, because they’re the right 10,000 and they’ve influenced plenty of others. Stone fails to prove that effective altruists don’t donate more than other people, because he’s used bad methodology that couldn’t prove that even if it were true. His critique could potentially evolve into an argument that effective altruism hasn’t spread massively throughout the population, but nobody ever claimed that it did. II. You might imagine that a group fixated on “effective altruism” would have a high degree of concentration of giving in a small number of areas. Indeed, EAist groups tend to be hyper-focused on one or two causes, and even big groups like Open Philanthropy or GiveWell often have focus areas of especially intense work. And yet, the list of causes EAists work on is shockingly broad for a group whose whole appeal is supposed to be re-allocating funds towards their most effective uses. Again, click the link I attached above. EAists do everything from supporting malarian bednets (seems cool), to preventing blindness-related conditions (makes sense), to distributing vaccines (okay, I’m following), to developing vaccines in partnership with for profit entities (a bit more oblique but I see where you’re going with it), to institutional/policy interventions (contestable, but there’s a philosophical case I guess), to educational programs in rich countries (sympathetic I guess but hardly the Singer-esque “save the cheapest life” vibe), to promoting kidney transplants (noble to be sure but a huge personal cost for what seems like a modest total number of utils gained), to programs to reduce the pain experienced by shrimp in agriculture (seems… uh… oblique), to lobbying efforts to prevent AI from killing us all (lol), to space flight (what?), to more nebulous “long term risk” (i.e. “pay for PhDs to write white papers”), to other even more alternatively commendable, curious, or crazy causes. My point is not to mock the sillier programs (I’ll do that later). My point is just to question on what basis so broad a range of priorities can reasonably be considered a major gain in efficiency. Is it really the case that EAists have radically shifted our public understandings of the “effectiveness” of certain kinds of “altruism”? A few responses: Technically, it’s only correct to focus on the single most important area if you have a small amount of resources relative to the total amount in the system (Open Phil has $10 billion). Otherwise, you should (for example) spend your first million funding all good shrimp welfare programs until the marginal unfunded shrimp welfare program is worse than the best vaccine program. Then you’ll fund the best vaccine program, and maybe they can absorb another $10 million until they become less valuable than the marginal kidney transplant or whatever. This sounds theoretical when I put it this way, but if you work in charity, it can quickly becomes your whole life. It’s all very nice and well to say “fund kidney transplants”, but actually there are only specific discrete kidney transplant programs, some of them are vastly better than others, and none of them scale to infinity instantaneously or smoothly. The average amount that the charities I deal with most often can absorb is between $100K and $1MM. Again, Open Phil has $10 billion. But even aside from this technical point, people disagree on really big issues. Some people think animals matter and deserve the same rights as humans. Other people don’t care about them at all. Effective altruism can’t and doesn’t claim to resolve every single ancient philosophical dispute on animal sentience or the nature of rights. It just tries to evaluate if charities are good. If you care a lot about shrimp, there’s someone at some effective altruist organization who has a strong opinion on exactly which shrimp-related charity saves shrimp most cost-effectively. But nobody (except philosophers, or whatever) can tell you whether to care about shrimp or not. This is sort of a cop-out. Effective altruism does try to get beyond “I want to donate to my local college’s sports team”. I think this is because that’s an easy question. Usually if somebody says they want to donate there, you can ask “do you really think your local college’s sports team is more important than people starving to death in Sudan?” and they’ll think for a second and say “I guess not”. Whereas if you ask the same question about humans and animals, you’ll get all kinds of answers and no amount of short prompting can solve this disagreement. I think this puts EAs in a few basins of reflective equilibrium, compared to scattered across the map. So is there some sense, as Stone suggests, that “so broad a range of priorities [can’t] reasonably be considered a major gain in efficiency”? I think if you look at donations by the set of non-effective-altruist donors, and the set of effective-altruist donors, there will be much much more variance, and different types of variance, in the non-EAs than the EAs. Here’s where most US charity money goes (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: “value of movement growth”, managed to get plenty done with only 10,000 people, source, https://substackcdn.com/image/fetch/$s_!kkAy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa7c07ed1-bf2c-4faf-a990-cd0a4b8543fd_909x662.png, 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
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A lot of "draconian" solutions necessarily require the criminal law (because you get minimal returns out of suing homeless or very poor people). In the United States, this means you're activating a ludicrously inefficient system to deal with low-level problems. It might be satisfying to a person of a deontological bent that no theft go unpunished, but it's hardly optimal. A lot of "soft on crime" policies in my jurisdiction come from a place of simply not wanting to bother with the time and expense of punishing an instance of shoplifting.
Okay, but other countries solve crime without mass incarceration. France/Germany/Britain have 20% the incarceration rate that we do. So why don’t we eliminate 80% of prisons and use handwave handwave welfare social services to handle the former inmates? Now conservatives will start mumbling about American exceptionalism blah blah blah.
See my review of Revolt Of The Public. As I tried to say in the first part of the post, this is reasonable and sympathetic. But if people keep not listening to your demands, then learning more about the specifics might help you understand why. There’s a dynamic in gun control debates, where the anti-gun side says “YOU NEED TO BAN THE BAD ASSAULT GUNS, YOU KNOW, THE ONES THAT COMMIT ALL THE SCHOOL SHOOTINGS”. Then Congress wants to look tough, so they ban some poorly-defined set of guns. Then the Supreme Court strikes it down, which Congress could easily have predicted but they were so fixated on looking tough that they didn’t bother double-checking it was constitutional. Then they pass some much weaker bill, and a hobbyist discovers that if you add such-and-such a 3D printed part to a legal gun, it becomes exactly like whatever category of guns they banned. Then someone commits another school shooting, and the anti-gun people come back with “WHY DIDN’T YOU BAN THE BAD ASSAULT GUNS? I THOUGHT WE TOLD YOU TO BE TOUGH! WHY CAN’T ANYONE EVER BE TOUGH ON GUNS?” I don’t know if the anti-gun people are doing anything wrong here exactly, I just know they’re going to be constantly confused and disappointed, and that anyone else who tries the same strategy will get the same results. Realistically, my excuse for writing the post was that I read this and this article by Freddie deBoer which assume that there is some clearly-defined thing called “involuntary treatment” and that the kindest option for the mentally ill and everyone else is to lift some kind of law preventing us from delivering it. Even if it’s permissible for the average person to just say “less homeless crime, please”, I feel like at the point where you’re a public intellectual leading the public discussion, you have some responsibility to start talking specifics. 2. Specific Comments And Responses Shako (blog) writes: I agree with your point in the post. I’ll add though that a policy that is adjacent to this is be “cruel and draconian” to the subset of homeless who commit anti-social crimes. If we removed the subset of criminals from west coast homelessness the problem would be still visible but far far less concerning to those of us who live among it. This is where I land too, but I think it’s very hard. If a homeless person stabs someone, then I think most places (I don’t know if this includes SF), they get prosecuted under general anti-stabbing laws, which the police mostly have enough resources to investigate. If someone just gets in people’s face a lot and screams and litters, then what? Most of the time, police won’t be around to see this. Most of the time, the victim won’t go through the trouble of pressing charges. If they did, it would be he said, she said. Even if the government puts in the effort to actually try the case, screaming at people and littering is probably a couple-month sentence at most. Eledex tells a related story in Part 3 here. A group of homeless people took up residence in an empty lot next to his house, harassed him, set things on fire, etc. This is much worse than the average homeless person just bothering tourists, but when he called the police, they never followed up. I assume if they had tried, the homeless people’s public defender could have said something like “are you sure these homeless people are the same ones who set fire to your stuff?”, Eledex would have said “they’re the homeless people camping on the lot where it happened, but I don’t, like, recognize them or anything”, the public defender would have said “well how do you know those people didn’t leave and some new homeless people came on to the lot?” and everyone would admit they couldn’t prove that. So the normal criminal system might not be set up to deal with these kinds of issues, which I think is why there’s so much demand for some extreme law that criminalizes the entire concept of being this sort of person. But I do worry that if police don’t have the resources to deal with normal crimes, then whoever is charged with enforcing the new extreme law won’t have enough resources to do it well either - and that any society capable of enforcing the new extreme law would also be capable of solving this through normal policing. Humphrey Appleby writes: Can we look at what other places do? What is eg Salt Lake City’s solution? (Possibly, export the homeless to SF). What about Zurich? Singapore? Edinburgh? The US in general and SF in particular seems to have this problem unusually bad, so one could reasonably look elsewhere for ideas. I talk a little more about this at https://www.astralcodexten.com/p/book-review-san-fransicko, but I think most places' solutions are a combination of: 1. Cheaper housing so that more people can afford homes 2. Cheaper housing so that the government has an easier time giving free homes to people who can't afford their own 3. Homeless shelters 4. Frequent bad weather, forcing the homeless to use the homeless shelters at least sometime, which gets their foot in the door 5. Laws requiring the homeless to use the homeless shelters, which I am much less against when the homeless shelters exist. Doktor Zum writes: At one point, there were something like 600,000 Americans in long-term psychiatric institutions, and that was in a less populous America. Start by locking up 600K and then lock up more. Ah, but where do you put them? The 50 states are dotted with the creepy and picturesque ruins of all the old mental asylums--you can't put them there! It's true that the current government (states, local and federal) are totally incapable of building and running a vast network of psychiatric hospitals, but don't we want government to do things like build nuclear power plants and also lots of housing? If I'm making an argument for cheaper housing and you say "government can't/won't ever allow more building," am I supposed to say that you have won the argument? Unless we want to embrace full anarcho-capitalism, we have to believe that it is possible to have a government that can do things that it did in the 1950s like (a) apprehend and detain the severely mentally ill, (b) back and create lots of nuclear power plants, and (c) build abundant housing and infrastructure. People say “we had giant institutions once, so we can do it again”. This is basically true, but with some missed subtlety. The 600,000 people in the old institutions included: Demented old people (eg Alzheimers)
Linch with a funny story on how the 1906 SF earthquake affected the Chinese-American community.
Inline links: a funny story
Intellectuals started feting ideas like degrowth. Degrowth says that it’s gross, greedy, and unsustainable to want economic progress. Instead, we should deliberately aim for economic regress, until First World GDPs are closer to those of South America or Africa. Advocates are careful to emphasize that as long as we take common-sense steps (like implementing socialism), this won’t force anyone to starve to death, just get rid of our useless luxuries - and in some sense, wouldn’t that make us better off?3 The promised future utopia was replaced by almost unbroken dystopianism. Global warming will kill us all, or maybe we’ll be stuck in a cyberpunk world of hopeless soul-crushing inequality. Technological advance is interesting only insofar as it brings our cyberpunk hell closer and (unfairly) enriches some billionaires along the way. The only bright spots are occasional acts of voluntary ensmallening - power plants cancelled, products banned, indigenous tribes winning little legal triumphs over modernity. Live-people goals like “build giant skyscrapers!” and “go to the moon!” could have been followed up with even greater live-people goals like “tile the desert with solar plants”, “create genetically-engineered superbabies”, “get one billion Americans”, or “cure all diseases”. Instead, they’ve been replaced by dead-people goals like “don’t damage the traditional character of communities” or “don’t damage the environment”. If you Google “why aren’t there world’s fairs?” you get a link to this podcast, which explains that they had “useless gizmos”, that the towers were “unattractive”, and that it involved “a dismal thread of racism”. Also because “technology won’t save us”. I agree that this doesn’t literally say the words “we hate all life” - you either see it or you don’t. Parts of this vibe shift still confuse me, but the zoomed-out version seems clear enough. The old pro-embiggening world was complicit in moral catastrophes - racism, colonialism, the Holocaust, the destruction of much of the natural world. At some point these atrocities caught up to and outpaced its very real accomplishments, and society stopped being proud of itself and shifted to a harm-reduction approach. Nobody comes out and says outright that harm reduction necessarily has to mean doing as little as possible and trying to make yourself smaller and less impressive and sadder and uglier until you curl up into a tiny point and disappear. But “slave morality” and “master morality” are attractors; if you select too hard for part of one, you end up with the whole package. VI. Andrew Tate I originally wanted to explain to Bentham’s Bulldog why slave morality wasn’t obviously “the good one” and master morality “the bad one”. Lest I come down too hard and get you thinking that master morality is obviously “the good one”, let’s talk about Andrew Tate. In case you’ve been under a rock your whole life, Andrew Tate is a masculinity influencer. He’s a former world champion kickboxer who pivoted to self-help, sold scammy courses on business and relationships, and got rich. Some of his courses apparently recommended beating up women (I’m not sure if this was supposed to help your business or your relationship), and when people confronted him on this, his response was always “I’m strong and successful and own a Bugatti, which makes me better than you, you pathetic weakling failure”. He was credibly accused of rape (by “credibly” I mean that he sent one of the victims a text message saying “I love raping you”) and when people tried to cancel him over this, his response was always “I’m strong and successful and own a Bugatti, which makes me better than you, you pathetic weakling failure.” Finally he was indicted on one billion counts of sexual assault, human trafficking, and being a general scumbag of a human being; he is currently awaiting trial. Tate has, in some sense, many good qualities. He’s strong, athletic, and motivated. He earned tens of millions of dollars through hustle and hard work. He’s charismatic and compelling and, before his arrest, was one of the Internet’s most iconic influencers. I think master morality has to approve of all these things. Still, he’s obviously a jerk. This is exactly the situation that Nietzsche believes slave morality evolved for - letting me feel contempt for someone who’s stronger and richer and more successful than I am - and yup, now that I’m in this situation, I find myself definitely interested in a moral system that lets me do this. The obvious compromise goes something like: We can genuinely appreciate that Andrew Tate has the many good qualities listed above.
Inline links: degrowth, 3, https://substackcdn.com/image/fetch/$s_!7Ttz!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7589c5dc-2f84-4f82-a6b8-c132ce4a0fc8_697x628.png, this podcast
It’s Progressive-era propaganda about the superiority of the American North over the South, but I find it most interesting for its list of virtues. It starts with Liberty, then moves on to Free Speech, Intelligence, Obedience To Law, Knowledge, Equal Rights, Free Schools, Contentment, Love Of Country, Philanthropy, Benevolence, Happiness, Patience, Charity, Faith, Hope, Joy, Industry, Sobriety, Morality, Justice, Virtue, Truth, Honor, Peace, Light, and Immortality. I appreciate the Progressive virtues because of how skew they are to most of the ethical systems I encounter. They’re not leftist (Love Of Country? Industry? Morality?) or rightist (Equal Rights? Free Schools?). They’re not Nietzschean master moralist (Philanthropy? Contentment? Benevolence?) or slave moralist (Industry? Knowledge? Honor?). They’re Christian-ish, but not hair-shirts-and-self-flagellation Christian or God-n-guns-megachurch Christian. They’re the kind of Christians who you can kind of tell are going to end up supporting eugenics in a few years. I think I would classify them as a first-form-slave-morality liberalism, whereas most of the liberalism you encounter these days drifted at least a little into the second form. I’m not 100% on Team Early 20th Century Progressive, but they give me hope that there are weird-yet-coherent groupings of virtues we haven’t even imagined. I feel the same way about some old Soviet posters: These are obviously left-wing, in the sense that they’re literal Communist propaganda. But to the modern eye there’s something off about them, something that makes you want to call them right-wing or even fascist. They’re bold and optimistic. Even though the commissars who commissioned them probably rejected some traditional or capitalist conception of virtue, they still firmly insist that there’s something sort of like virtue or power which is attainable and good. I think these are first-form posters, and that most modern leftism is second-form. I think if you had to group barbarian warlords, Puritans, Soviet communists, and modern leftists on a Nietzschean/geneaological/aesthetic axis, it would go: (Barbarian warlords) | (Puritans, Soviet communists) | (modern leftists) So one very weak compromise - hardly even a compromise, since it predates Nietzsche - is to try to stick with first-form slave morality, in the hopes that most of the problems come from the second. VIII. Ayn Rand “Is Ayn Rand a Nietzschean?”- the greatest thread in the history of forums, locked by a moderator after 12239 pages of heated debate. There’s a real answer here. Rand started out respecting, maybe even loving Nietzsche. She once said that: [Nietzsche’s] Thus Spake Zarathustra is my Bible. I can never commit suicide while I have it. …which maybe reveals more about her psychological situation than I expected from the answer to a “who’s your favorite philosopher” questionnaire. But later on she broke from him. It’s hard to figure out her exact position - she has a bad habit of treating anyone who disagrees with her in any tiny detail as the Antichrist, such that it’s hard to figure out whether she thinks of someone as a 99% fellow traveler or an arch-enemy. Still, there are substantial differences. Nietzsche is more chaotic - he expects the superior man to defy all external rules in favor of his own glorious destiny. But Rand is attached to rules - most of all the epistemic rules of Reason, but also the usual moral tenets like “don’t kill” and “don’t steal”. Nietzsche’s masters take the Ron Swanson approach to justifying their actions: …whereas Rand’s masters are prone to giving twenty-page-long arguments for why whatever they’re doing is the right choice according to Objectively Correct Moral Law. Rand’s approach has lots of advantages. The Nietzschean master, like Andrew Tate, is an awful guy to have around. It’s hard to fit him into a functioning civilization, except maybe an autocracy with him as autocrat. Nietzsche’s pitch is “hey excellent people, you should try to become this guy”, never “hey normal people, you should support my project of creating these guys, out of your own self-interest.” The latter wouldn’t pass the laugh test. Rand’s masters, while still probably very stressful to be around, have been tamed. They follow civilized rules of honesty and nonviolence - not, of course, because they’re too weak to defy them, but because following civilized rules is objectively the coolest thing of all. Instead of competing in battle and leaving a trail of bloody corpses, they compete in Capitalism and leave a trail of high-paying jobs and excellent consumer goods. They’re not doing to serve you - “I should serve the little guy” is slave moralist bulls**t. But, by coincidence, their excellent actions are doing you a service. They might only invent rocket ships to enact their Promethean conquest of nature and prove their own greatness. But you still get to ride in one. Rand also spares more of a thought (or at least an afterthought) for the little guy. Capitalism needs all types - even the company janitor genuinely contributes to whatever glorious accomplishments are going on, and deserves to feel good about themselves. She wants everyone to be the best, most ambitious, and most fighting-for-their-own-aesthetic/moral-vision they can be. But if that means being the company janitor, that’s fine. And if you love rockets and you consummate that love by becoming the janitor for a rocket company, the Objectively Correct Moral Law is 100% on board. I am not a Nietzsche scholar, but I think this is a more productive answer than Nietzsche has for this question. The disadvantage of Rand’s approach compared to Nietzsche’s is that it only works if you believe her proofs about why the Objectively Correct Moral Law is definitely objective and correct - most of which seem to me to be either hand-wavy or balderdash. Otherwise the whole thing breaks down - why is the most masterful thing to be a positive-sum capitalist instead of a negative-sum warlord? Rand really really wants to justify a peaceful, glorious, positive-sum society, to the exact people most capable of benefiting from defecting against it, without bringing in altruism or the common good at any point. It’s an extremely sympathetic goal. But I don’t think she makes it. Still, this is why I’m fond of her. If you really read her books - as opposed to skimming them while subvocalizing “this is that evil woman who loves selfishness” under your breath the whole time - it’s obvious that she believes, with a deep and burning belief, that good things are good. She really really wants to think that you can objectively convince people to support a peaceful, glorious, positive-sum society, without any hint of the psychologically-toxic slave morality that typified the USSR she grew up in. When people react to her books with loathing - without even a hint of fondness - I get suspicious that they’ve gotten so deep into slave morality that thy can’t recognize goodness when it hits them over the head with a sledgehammer. Elsewhere, I wrote: Edward Teach (Sadly, Porn) is famous for making up fake novels to criticize, and it is a little known fact that the "Ayn Rand" character along with all her novels are 100% his work. They operate as a diagnostic test based on his psychodynamic theory of envy. The instrument presents a picture of some exceptional people achieving great things who don't apologize for their greatness, and doesn’t explicitly ask the patient - I mean, reader - for their opinion. If the reader has no strong opinion, or says something like "Good for them, I guess," she passes the test. "I like these people and will use them as a role model" also passes. Some specific criticisms (see below) may also pass. If the reader says "Ah, people who are better than the pathetic sheep around them, just like I'm better than all the pathetic sheep around me!", she . . . still passes the test. That's not what it's testing for! You fail the test if you absolutely freak out about some combination of the Rand characters themselves and the potential existence of arrogant people who identify with the Rand characters. The secret is that it's not a screening test for the kind of people who would get featured on /r/iamverysmart. It's a screening test for the kind of people who would comment on /r/iamverysmart, ie the self-designated Tall Poppy Police, ie the people who build their ego off being the enforcers of the rule that you're not allowed to look better than anyone else. These people's basic mental stance is to hate people who seem too excellent. They don't think of it in these terms. They think of it as calling out arrogance, although if you look too closely you'll find their definition of arrogance covers anyone who seems excellent and but doesn't spend all their time apologizing and abasing themselves and denying it. The brilliance of Teach-Rand is how he-she draws this tendency to the foreground For example, why the whole "Objectivism" thing? Not because value is necessarily completely objective, but because the idea that any value might ever be even partially objective freaks out the Tall Poppy Syndrome people. Mention value at all, and they say you must be trying to secretly smuggle in the assumption that you are more valuable than other people (and therefore you are less valuable than other people, and therefore they are better than you). The same is true of Reason. Mention that Reason exists, and they'll interpret it as a claim that you, the only rational person, are claiming to always be right and infallible. But (they retort) actually nobody knows anything, and the only wise people are the people like them who humbly admit this. (how do you decide what's true without Reason? By bias-based-reasoning - "You say X, but I can imagine a way that would come from a place of believing you're better than other people, therefore, Not-X is true. You say that's a logical fallacy? That must come from a place of believing you're smarter than everyone else and the only person who can use Facts and Logic.") The Teach-Rand test is designed to catch the sort of person who, if someone says that on a right triangle a^2 + b^2 = c^2, responds with "Oh, so you're claiming to be some kind of right triangle expert who's better than the rest of us? You really need to work on that arrogance problem! Super cringe!" Any criticism of the book that doesn't come from this particular place is irrelevant to the test and doesn't count against your grade. (which is good, because the books are bad in a lot of ways. But that's fine - Rorschach blots don't also have to be great art!) Still, I don’t think she’s the superman (superwoman?) who successfully transcends the dichotomy Her philosophy is only as strong as its proofs of Objective Correctness, which I consider weak. Without those, you need some subjective motivation to glue things together - of which altruism is the most popular. But also, don’t we like altruism? When we’re bestriding the Earth like colossi, working on our glorious rocket ships to colonize the universe, isn’t part of what we’re thinking “this is going to revolutionize humankind and make everybody better off?” If you force yourself to reject that motivation, to just repeat “no no no, I’m only doing this because rockets are really big and make cool explosions”, aren’t you cutting out a part of yourself, in exactly the way Nietzschean masters are supposed to try to avoid doing? I find something very compelling about Rand. I think she goes some of the way to answering the Andrew Tate objection to master morality. But she’s a means and not an end. A real superman would have to figure out some way to reintroduce basic human kindness. IX. Matt Yglesias Yglesias’s mantra - “good things are good” - is too perfect and profound to come from anyone other than an esoteric master of Nietzschean philosophy. Good Straussians ignore the title and focus on the subtitle. Nietzsche wrote in the 1890s. There were still real nobles and emperors walking around; communists had not yet started calling capitalism “late capitalism”. Sure, his world was probably some sort of weak compromise between master and slave morality, but it was different from our weak compromise. Our weak compromise was forged through dialogue and warfare with fascism’s novel take on master morality and socialism’s novel take on slave morality. I think of Yglesias - who combines an insistence that good things are good and a proclivity for embiggenment with commitments to democracy, the welfare state, and the poorest among us - as one of its most self-conscious proponents. When I first titled this post, I didn’t know that Richard Hanania had come to the same conclusion and created this face-mash-up of Matt Yglesias and Nietzsche. The compromise goes something like: Everyone is equal before the law, before the metaphorical throne of metaphorical God, and in some poorly defined philosophical sense. This is very important. It’s our headline result. Everything else should be interpreted in light of this central fact.
Inline links: https://substackcdn.com/image/fetch/$s_!6V8D!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7f1f70cc-b468-4b04-b894-a8b75b3330e5_1024x683.jpeg, https://substackcdn.com/image/fetch/$s_!FF8B!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a1ac7aa-d19e-43e8-8462-210325b902be_810x545.png, a real answer here, https://substackcdn.com/image/fetch/$s_!OtNv!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6ae1aaf2-6cc3-488c-b0a7-5df62eee457b_225x225.jpeg, Elsewhere, Sadly, Porn, /r/iamverysmart, https://substackcdn.com/image/fetch/$s_!MzIr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff03d1a9d-5ffc-45ff-84bc-db3388915bbc_259x390.jpeg, https://substackcdn.com/image/fetch/$s_!hYvV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0f9b152-da12-4525-b062-b4c14d8b8005_383x373.png
Meanwhile, as Hanania has noticed, MAGA Republicans are slave moralists. They want the talented (high-skilled immigrants, economists, artists, intellectuals) to be permanently yoked to an underclass of obese conspiracy-theorist hillbillies. They’re raising tariffs to protect weak American companies from stronger foreign competitors, banning IVF and vat meat and any technology that makes them uncomfortable, and trying to retvrn to some kind of crunchy organic notion of life which probably doesn’t even have any skyscrapers. Even the right’s so-called Nietzschean vitalists are mostly LARPing steppe nomads instead of building rockets.
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I’m skeptical of this argument. America’s been at peace since World War II (foreign adventures like Vietnam haven’t substantially changed our national experience) and produced the computing revolution, the Internet, AI, the moon landing, the Human Genome Project, antiretrovirals, the microwave, the laser, the smartphone, and the reusable rocket. During that time, Iraq has had approximately eight major wars and didn’t even get a cuckoo clock out of it.
Is this an unfair comparison, since America has 8x Iraq’s population? No more so than Welles’ is (Italy has 8x the population of Switzerland). But beyond the specifics, I think it’s useful for shocking us into Near Mode. War isn’t actually that great for science, art, or the economy. I’m not expecting Russia or Ukraine to leapfrog the rest of the world any time soon. I’m expecting them to fall further and further behind until the war ends, at which point maybe they’ll get a chance to catch up.
The political status of the word "slave" in English (and especially in American English) tends to obfuscate what Nietzsche meant by master and slave morality, but the distinction is on its surface relatively simple.
I guess you can say that while there was no "official" slave morality in USSR, the rules were set up in such way to actually encourage it, e.g. by writing a letter to NKVD/KGB about your more talented peer to cut them down. While I agree that this is true to some degree, I think all societies in all times had something like that - from reporting someone to Inquisition, to reporting to him to Un-American Activities, to reporting to HR for harassment, an individual talented at "office games" can always make life of someone more talented at actual work miserable. I guess it was easier in USSR for most of its existence, compared to contemporary Western countries, and it was detrimental to nation, but to call all of USSR "slave culture" because of that is an overreach.
Infinite Jest made Wallace a star. The book was both a literary sensation and cultural phenomenon, described by one commentator as “the central American novel of the past thirty years, a dense star for lesser work to orbit." Nonetheless, Wallace wasn’t totally satisfied. “I don’t think it’s very good,” he wrote, “some clipping called a published excerpt feverish and not entirely satisfying, which goes a long way toward describing the experience of writing the thing.” He grew determined to surpass Infinite Jest with something new.
Wallace aimed to write fiction that was “morally passionate, passionately moral.” He believed that “Fiction's about what it is to be a fucking human being.” His active period spanned the late 80s to the 00’s, cresting during the cynical 90s, the age of the neoliberal shrug, when on one hand,“Postmodern irony and cynicism's become an end in itself, a measure of hip sophistication and literary savvy,” and on the other, the average American parked himself in front of the television for six hours a day.
The basic argument is that it’s our parents’ fault. Our literal parents, their generational fellows, and the government-as-parent. Wallace-speaking-through-character goes on, “‘I don’t think the American nation today is infantile so much as adolescent—that is, ambivalent in its twin desire for both authoritarian structure and the end of parental hegemony.’”
5: Why is Israel one of the only developed countries with above-replacement fertility rate? It’s natural to suspect some role for its ultra-Orthodox Jewish population, who live traditional lifestyles with large (5-10 children) families. But they’re not numerous enough to shift fertility all by themselves, and even secular Israelis have anomalously high fertility. Maybe the presence of the ultra-Orthodox shifts broader cultural norms? But then why don’t isolated high-fertility groups elsewhere (eg Amish and Mormons in the US) produce the same phenomenon? The “Nonzionism” blog gives the first really satisfying explanation I’ve seen: Israel has a uniquely continuous cultural gradient between their high-fertility subpopulation and everyone else (ie from ultra-Orthodox, to moderately-religious, to slightly-religious, to secular) with most stages having positive feelings about the stage above them (eg the moderately-religious respect the ultra-Orthodox for their piety). This lets ultra-Orthodox lifestyles percolate through and influence the general population in a way that eg Amish lifestyles don’t influence the average American.
9: The princess of Norway recently married an American “self-styled shaman” whose Wikipedia page makes him sound like a real catch:
Inline links: recently married, whose Wikipedia page
Durek Verrett is an American conspiracy theorist, convicted felon, alternative therapist, and self-professed shaman as a practitioner of Neoshamanism. He has been widely described by media and other observers as a conman and conspiracy theorist, and has served time in prison and been arrested and charged with various crimes . . . He asserts that casual sex attracts subterranean spirits that make an impression on the inside of women's vaginas and offers exercises to "clean out" said vaginas; he writes that children get cancer because they want it; and suggests that chemotherapy does not work and is given to cancer patients only because doctors make money from it. He promotes the Reptilian conspiracy theory, and has said that he considers himself to be a reptilian.
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.
Here the black line indicates that the average European of 6000 BC would have had genetic IQ 65 (compared to modern 100), but the regression line indicates more like IQ 90 - I don’t know why the researchers chose to interpret the trend as necessarily constant and linear, or whether we should follow. There isn’t enough ancient DNA to fully test whether the same happened in other populations yet, although a preliminary small-sample test on Asians suggests it happened there too (not really, see here). If the selection for IQ was a response of agriculture, we’d expect to see higher genetic IQ in populations that got agriculture earlier. But it could also be a response to sentience itself creating new selection pressures that continued to act as recently as historical time (some evidence suggests this is true of schizophrenia), which might make populations more similar. 7: Joseph Heath on Marxism vs. John Rawls. I appreciated this because everyone knows we’re supposed say that John Rawls is among the most important philosophers of all time blah blah blah but nobody had ever explained why to me (veil of ignorance seems neither very original nor very good). Heath’s answer: Marxism dominated the academy for decades, but eventually became philosophically unsustainable. This wasn’t because of the generic “Communism doesn’t work” objections that moved ordinary people. It was because Marx’s ethical critique of capitalism was based on exploitation, according to a technical definition of “exploit” that only made sense according to Marx’s labor theory of value. But the supply-and-demand theory of value quickly supplanted the labor theory, the exploitation argument doesn’t really work within supply-and-demand, and so Marxist philosophers were left without a clear ethical critique. John Rawls, by coming up with the part of the underpinning for the modern inequality-based-critique of society, let all the Marxist academics switch to being liberals while continuing to dislike capitalists. 8: /r/BadMTGCombos: a simple 19-card combination of Leyline of Anticipation, Leyline of Transformation, Mirror Room, Darksteel Citadel, Sanctum Weaver, Freed From The Real, Abuelo's Awakening, Myrkul Lord of Bones, Zimone All Questioning, Birgi God of Storytelling, Siege Zombie, Desecration Elemental, Mirror Gallery, Clock of Omens, Parallel Lives, Life and Limb, Isochron Scepter, Narset's Reversal, and Molten Reflection can be used to deal infinite damage if and only if the Twin Prime Conjecture is true. 9: During the most recent Berkeley ACX meetup, we somehow ended up discussing how often people feed living mice to snakes. The answer seems to be that there’s a debate about it in the snake community, the smartest and most experienced voices are against it, but it still happens a lot. Here’s an EA Forum post on the feeder rodent industry and efforts to make it more humane. 10: King Frederick William I of Prussia decided to have a regiment of giants in his army and scoured Europe for extremely tall people, including poaching them from other countries’ armies and forcing them to enlist against their will. He ended up with 3,000 soldiers, ranging from 6’2 - 7’6, but “many of the men were unfit for combat due to their gigantism”. So why did he do it? He liked to paint their portraits from memory. He tried to show them to foreign visitors and dignitaries to impress them. At times he would try to cheer himself up by ordering them to march before him, even if he was in his sickbed. This procession, which included the entire regiment, was led by their mascot, a bear. He once confided to the French ambassador that "The most beautiful girl or woman in the world would be a matter of indifference to me, but tall soldiers—they are my weakness" The King dreamed of a eugenics program to create even taller soldiers. He got as far as pairing up some of his tall soldiers up with tall women and birthing a few tall babies before he died; his successor had no interest and let everybody go home. 11: Before modern IP law, you could write a sequel to someone else’s book and they couldn’t stop you. Among the most successful examples is American “astronomer and writer” Garrett Serviss’ Edison’s Conquest Of Mars, a sequel to War Of The Worlds in which a vengeful human race, led by Thomas Edison, invent spaceships and attack Mars in retaliation for the first book’s Martian invasion. "The book contains some notable 'firsts' in science fiction: alien abductions, spacesuits, aliens building the Pyramids, space battles, oxygen pills, asteroid mining and disintegrator rays", and was credited as an inspiration by Robert Goddard and HP Lovecraft. 12: Joe Biden, singularitarian? (click for link to video) 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: see here, got agriculture earlier, some evidence suggests this is true of schizophrenia, Marxism, John Rawls, nor very good, /r/BadMTGCombos, can be used, Twin Prime Conjecture, the feeder rodent industry and efforts to make it more humane, decided to have a regiment of giants in his army, Edison’s Conquest Of Mars, click for link to video, 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
UPenn suspended tenured professor law professor Amy Wax for “inflammatory statements about Black Americans, Asians, and others”; Wax protested her ban in a DC event held together with Steve Sailer, so I guess she’s not exactly beating the allegations. Aaron Sibarium claims that “Penn tried to buy Amy Wax’s silence by offering her a deal: it would water down the sanctions against her—and take a pay cut off the table—provided she kept quiet about the case and stopped accusing the university of censoring her. As you might guess, Wax refused.”
Suppose something important will happen at a certain unknown point. As someone approaches that point, you might be tempted to warn that the thing will happen. If you’re being appropriately cautious, you’ll warn about it before it happens. Then your warning will be wrong. As things continue to progress, you may continue your warnings, and you’ll be wrong each time. Then people will laugh at you and dismiss your predictions, since you were always wrong before. Then the thing will happen and they’ll be unprepared. Toy example: suppose you’re a doctor. Your patient wants to try a new experimental drug, 100 mg. You say “Don’t do it, we don’t know if it’s safe”. They do it anyway and it’s fine. You say “I guess 100 mg was safe, but don’t go above that.” They try 250 mg and it’s fine. You say “I guess 250 mg was safe, but don’t go above that.” They try 500 mg and it’s fine. You say “I guess 500 mg was safe, but don’t go above that.” They say “Haha, as if I would listen to you! First you said it might not be safe at all, but you were wrong. Then you said it might not be safe at 250 mg, but you were wrong. Then you said it might not be safe at 500 mg, but you were wrong. At this point I know you’re a fraud! Stop lecturing me!” Then they try 1000 mg and they die. The lesson is: “maybe this thing that will happen eventually will happen now” doesn’t count as a failed prediction. I’ve noticed this in a few places recently. First, in discussion of the Ukraine War, some people have worried that Putin will escalate (to tactical nukes? to WWIII?) if the US gives Ukraine too many new weapons. Lately there’s a genre of commentary (1, 2, 3, 4, 5, 6, 7) that says “Well, Putin didn’t start WWIII when we gave Ukraine HIMARS. They didn’t start WWIII when we gave Ukraine ATACMS. He didn’t start WWIII when we gave Ukraine F-16s. So the people who believe Putin might start WWIII have been proven wrong, and we should escalate as much as possible.” There’s obviously some level of escalation that would start WWIII (example: nuking Moscow). So we’re just debating where the line is. Since nobody (except Putin?) knows where the line is, it’s always reasonable to be cautious. I don’t actually know anything about Ukraine, but a warning about HIMARS causing WWIII seems less like “this will definitely be what does it” and more like “there’s a 2% chance this is the straw that breaks the camel’s back”. Suppose we have two theories, Escalatory-Putin and Non-Escalatory-Putin. EP says that for each new weapon we give, there’s a 2% chance Putin launches a tactical nuke. NEP says there’s a 0% chance. If we start out with even odds on both theories, after three new weapons with no nukes, our odds should only go down to 48.5% - 51.5%. (yes, this is another version of the generalized argument against updating on dramatic events) Second, I talked before about getting Biden’s dementia wrong. My internal argument against him being demented was something like “They said he was demented in 2020, but he had a good debate and proved them wrong. They said he was demented in 2022, but he gave a good State Of The Union and proved them wrong. Now they’re saying he’s demented in 2024, but they’ve already discredited themselves, so who cares?” I think this was broadly right about the Republican political machine, who was just throwing the same allegation out every election and seeing if it would stick. But regardless of the Republicans’ personal virtue, the odds of an old guy becoming newly demented each year is about 4% per year. If it had been two years since I last paid attention to this question, there was an 8% chance it had happened while I wasn’t looking. Like the other examples, dementia is something that happens eventually (this isn’t strictly true - some people reach their 100s without dementia - but I think it’s a fair idealized assumption that if someone survives long enough, then eventually their risk of cognitive decline becomes very high). It is reasonable to be worried about the President of the United States being demented - so reasonable that people will start raising the alarm about it being a possibility long before it happens. Even if some Republicans had ulterior motives for harping on it, plenty of smart, well-meaning people were also raising the alarm. Here I failed by letting the multiple false alarms lull me into a false sense of security, where I figured the non-demented side had “won” the “argument”, rather than it being a constant problem we needed to stay vigilant for. Third, this is obviously what’s going on with AI right now. The SB1047 AI safety bill tried to monitor that any AI bigger than 10^25 FLOPs (ie a little bigger than the biggest existing AIs) had to be exhaustively tested for safety. Some people argued - the AI safety folks freaked out about how AIs of 10^23 FLOPs might be unsafe, but they turned out to be safe. Then they freaked out about how AIs of 10^24 FLOPs might be unsafe, but they turned out to be safe. Now they’re freaking out about AIs of 10^25 FLOPs! Haven’t we already figured out that they’re dumb and oversensitive? No. I think of this as equivalent to the doctor who says “We haven’t confirmed that 100 mg of the experimental drug is safe”, then “I guess your foolhardy decision to ingest it anyway confirms 100 mg is safe, but we haven’t confirmed that 250 mg is safe, so don’t take that dose,” and so on up to the dose that kills the patient. It would be surprising if AI never became dangerous - if, in 2500 AD, AI still can’t hack important systems, or help terrorists commit attacks or anything like that. So we’re arguing about when we reach that threshold. It’s true and important to say “well, we don’t know, so it might be worth checking whether the answer is right now.” It probably won’t be right now the first few times we check! But that doesn’t make caution retroactively stupid and unjustified, or mean it’s not worth checking the tenth time. Can we take this insight too far? Suppose Penny Panic says “If you elect the Republicans, they’ll cancel elections and rule as dictators!” Then they elect Republicans and it doesn’t happen. The next election cycle: “If you elect the Republicans, they’ll cancel elections and rule as dictators!” Then they elect Republicans again and it still doesn’t happen. After her saying this every election cycle, and being wrong every election cycle, shouldn’t we stop treating her words as meaningful? I think we have to be careful to distinguish this from the useful cases above. It’s not true that, each election, the chance of Republicans becoming dictators increases, until eventually it’s certain. This is different from our examples above: Eventually at some age, Castro has to die, and the chance gets higher the older he gets.
How does a longer prison term, as opposed to a shorter prison term, change one’s chance of being re-arrested? Unfortunately, these will be the most difficult and controversial questions we’ve encountered thus far. Even worse, we can’t escape answering them. If aftereffects are beneficial or neutral, then the beneficial effects of incapacitation win out, and prison is net good for preventing crime. Only if aftereffects are detrimental, and their magnitude is great enough to cancel out the benefits of incapacitation, can prison be net neutral or net negative for crime. As far as I can tell, most criminologists are confused on this point. They’re going to claim that the sign of aftereffects is around zero, or hard to measure - then triumphantly announce that they’ve proven prison doesn’t prevent crime. The only pro-shorter-sentences researcher who is actually thinking clearly about this is Roodman. He will argue that aftereffects are harmful, and that the best studies suggest their magnitude is around the same as the benefits of incapacitation - so that they more or less cancel out. His argument is logically valid, which tragically forces us to actually look at the evidence and see if he’s right. Question 1: How Does Any Prison Term At All Change The Chance Of Being Rearrested? The largest and most recent meta-analysis of this question is Petrich (2021). They analyze 116 studies and take a strong stand, saying: Beginning in the 1970s, the United States began an experiment in mass imprisonment. Supporters argued that harsh punishments such as imprisonment reduce crime by deterring inmates from reoffending. Skeptics argued that imprisonment may have a criminogenic effect. The skeptics were right. Previous narrative reviews and meta-analyses concluded that the overall effect of imprisonment is null. Based on a much larger meta-analysis of 116 studies, the current analysis shows that custodial sanctions have no effect on reoffending or slightly increase it when compared with the effects of noncustodial sanctions such as probation. This finding is robust regardless of variations in methodological rigor, types of sanctions examined, and sociodemographic characteristics of samples. All sophisticated assessments of the research have independently reached the same conclusion. The null effect of custodial compared with noncustodial sanctions is considered a “criminological fact.” Incarceration cannot be justified on the grounds it affords public safety by decreasing recidivism. Prisons are unlikely to reduce reoffending unless they can be transformed into people-changing institutions on the basis of available evidence on what works organizationally to reform offenders. Again, Petrich seems to think that, having proven aftereffects “have no effect on reoffending or slightly increase it”, he’s triumphantly proven prison doesn’t work. But in order to really prove that, he’d have to demonstrate that aftereffects’ tendency to “slightly increase” reoffending is large enough to neutralize prison’s positive incapacitative effects. So let’s look further at the effect size. The effect size statistic here is r, representing the correlation coefficient between a dummy variable where noncustodial sanctions are 0 and custodial sanctions are 1, and likelihood of reoffending. But later they give a better explanation, saying that: A mean correlation of approximately .080 translates into an 8 percentage point difference in reoffending between those sentenced to custodial and noncustodial sanctions (Bonta and Andrews 2017; see also Randolph and Edmondson 2005). Thus, assuming that 46 percent of the comparison (noncustodial) group reoffended, the percent reoffending in the custodial sanction group would be 54 percent. How do we translate this into number of crimes? They don’t tell us, but here’s my extremely sketchy hand-wavey suggestion: let’s imagine this is recidivism rate over one year. We know that 43% of prisoners usually reoffend during this time, so if we believe these data, 35% of similar offenders who got noncustodial sanctions would. That means they offend about 20% less. Although we absolutely cannot do this and we’re assuming all sorts of completely false things about how distributions work, let’s imagine this means the average person in this category commits 20% fewer crimes. That would mean that, if prisoners commit 10 crimes/year after release, the same people, given a noncustodial sentence, would commit 8 crimes/year. In order to neutralize the effect of one year imprisonment (-10 crimes), the negative effects of incarceration (+2 crimes/year) would have to continue for five years. But they probably won’t, because we know that most of these people get rearrested sooner than that anyway. So I think that at this level, it’s hard to conclude that aftereffects cause more crime than incapacitation prevents. What does Roodman - whose argument hinges on the claim that they do - say about this? He doesn’t separate out the custodial/noncustodial question from the sentence length question, so we’ll look at his arguments more in the next few sections. Question 2: How Do Long Vs. Short Prison Terms Change The Chance Of Being Rearrested? We’ll follow our usual pattern of looking at one study in depth and then racing through the others. Our deep study will be the National Sentencing Commission’s report on Length Of Incarceration And Recidivism, because it’s the most official-sounding. They examine 32,125 offenders and compare them to “matched control” offenders who got different sentence lengths to see which group reoffends more often. Here are their results (numbers represent how much more likely the group with longer sentences was to reoffend): So we see that among prisoners with short sentences, longer sentences don’t significantly increase or decrease recidivism. If we’re willing to look at nonsignificant results, then in the shortest-sentence group (<3 years), increasing the sentence increases recidivism, zeroing out by about 5 years, and then as sentences get increasingly longer than five years, longer sentences = less recidivism. I think this actually makes sense. A very short prison sentence (eg one day) doesn’t ruin your life. As the sentence lengthens, your life gets more and more ruined, as all the tragedies we talked about earlier - job loss, career obsolescence, partner divorce, friends drifting away, etc - start to come into play. But after five years, it maxes out - your life is as ruined as it can possibly get. So after that, increasing time in prison can only have positive effects (eg making you more convinced that crime is bad and that you don’t want another super-long prison sentence). My only concern about this finding is age. All research agrees on the absolutely crucial role of the age-crime curve: People take various policy implications from this (maybe “life sentences” should end at 65, since incapacitation is unlikely to help much after that). But here we’re interested in its potential to confound studies. A 20 year old who gets 5 years in prison is released at 25 - still young! - but a 20 year old who gets 10 years in prison is released at 30 - too old to be leaping on rooftops and running from cops. The National Sentencing Commission understands this problem, and matches the experimental and control groups by age at release. But this introduces a new bias - now they’re different ages when they start committing crimes. Might a person who starts crime at 15 be a more disturbed and committed criminal than one who starts at 20? Seems plausible. I think this might be responsible for a lot of the seemingly positive effect of sentences > 5 years. There are dozens of other studies on this topic, all hotly debated, so even in this part I’m only going to list a few highlights. Still, these are: Green and Winik (2010). They use random judge assignment, ie look at criminals with similar crimes who got lenient/strict judges and so shorter/longer sentences. They find that the total difference in rearrests is indistinguishable from zero. But the length of time in which they were measuring rearrests includes the time the offenders were in jail, so this is saying that incapacitation plus aftereffects was zero (plus or minus a margin of error), meaning that aftereffects must be detrimental and large enough to cancel out the benefits of incapacitation, just as Roodman claims. But this study looked at minor crimes where sentences were measured in months, so I think this matches our previous suspicion that aftereffects might be detrimental in short sentences but neutral-to-beneficial in longer ones. Roach and Schanzenbach (2015) More random judge assignment, this time in Seattle. They find that each month of longer sentence decreases future reoffending by one percentage point. Most of these sentences are short, so this contradicts our working theory that lengthening short sentences increases crime but lengthening long ones decreases it. Neither Berger nor Roodman really want to take this study too seriously; Berger objects that it’s an unusual study population (everyone entered a guilty plea), and Roodman objects that the judge selection might not have been truly random. Rhodes (2018) is a matching study - it artificially tries to create groups of prisoners who are as similar as possible except that one group got longer sentences. Its big advantage is that it has some people serving moderately long sentences (a few years), getting us out of the few-month range investigated by some of the other studies. It finds a mild beneficial effect of longer sentences: This study provides no evidence that an offender’s criminal trajectory is negatively affected – that is, that criminal behavior is accelerated – by the length of an offender’s prison term. If anything, longer prison terms modestly reduce rates of recidivism beyond what is attributable to incapacitation. This “treatment effect” of a longer period of incarceration is small. The three-year base rate of 20% recidivism is reduced to 18.7% when prison length of stay increases by an average of 5.4 months. We are inclined to characterize this as a benign, close to neutral effect on recidivism. What Do Our Experts Think? As mentioned above, these are only a few of the very many studies on this topic, and I’ve only given the briefest summary of each. Due to the complexity of this literature, I’m relying more than usual on the opinion of the expert reviewers. Berger (pro-longer-sentences) says: Considering the rigorous research published since the Nagin et al. (2009) review, the literature regarding length of stay on recidivism is still somewhat inconsistent, with many studies claiming no recidivism effects and some showing that increased prison length reduces recidivism slightly. However, just like the rest of the research examined thus far, the study methodologies vary in terms of their limitations, which could explain some of the mixed results [...] At present, there is no substantial evidence that a criminogenic effect exists in the aggregate. Thus, it remains unclear whether criminogenic effects exist, and if so, under what circumstances...Among the substantial number of published studies with varying methodologies, not one has found a large aggregate-level criminogenic effect. Roodman (pro-shorter-sentences) says: The preponderance of the evidence says that incarceration in the US increases crime post-release, and enough over the long run to offset incapacitation. A quartet of judge randomization studies (Green and Winik in Washington, DC; Loeffler in Chicago; Nagin and Snodgrass in Pennsylvania; Dobbie, Goldin, and Yang in Philadelphia and Miami) put the net of incapacitation and incarceration aftereffects at about zero. In parallel, Chen and Shapiro find that harsher prison conditions—making for incarceration that is harsher in quality rather than quantity—also increases recidivism. Gaes and Camp concur, though less convincingly because in their study harsher incarceration quality went hand in hand with lower incarceration quantity. Mueller-Smith sides with all these studies and goes farther, finding modest incapacitation and powerful, harmful aftereffects in Houston; but modest hints of randomization failure accompany those results. Some studies dissent from the majority view that incarceration is criminogenic. Roach and Schanzenbach find beneficial aftereffects in Seattle—a result that is also subject to some doubt about the quality of randomization. Bhuller et al. make a more compelling case that incarceration reduces crime after—in Norway. Berecochea and Jaman, one of the few truly randomized studies in this literature, also looks more likely right than wrong, and is also somewhat distant in its setting, early-1970s California. And there are the two Georgia studies, which upon reanalysis no longer point to beneficial aftereffects, but still do not demonstrate harmful ones either. Aftereffects must vary by place, time, and person. But the first-order generalization that best fits the credible evidence is that at the margin in the US today, aftereffects offset in the long run what incapacitation does in the short run. Nagin (neutral, tie-breaker) says: Compared with noncustodial sanctions, incarceration appears to have a null or mildly criminogenic effect on future criminal behavior. This conclusion is not sufficiently firm to guide policy generally, though it casts doubt on claims that imprisonment has strong specific deterrent effects. What conclusions do we draw from these studies of the dose-response relationship between time served and reoffending? The one experimental study is suggestive of a preventive effect, but that effect may be attributable to incapacitation. Two of the matching studies point weakly to a criminogenic type dose-response relationship, but both are extremely dated. The Loughran et al. (2008) study suggests a possible criminogenic effect of placement but finds no linkage between time served and reoffending. We draw no conclusions from the results of the regression studies. Not only are results extremely varied, but more importantly all of the studies suffer from a fundamental analytical flaw. This flaw relates to the potential sensitivity of regression- based studies to specification errors in the model of the relationship of age and offending rate. In other words: Berger and Nagin think evidence is weak and it’s kind of a wash and maybe there are slight criminogenic effects; Roodman thinks there are strong criminogenic effects that (on the current margin) are sizeable enough to approximately cancel out the benefit from incapacitation. So What’s Up With Roodman? At the risk of repeating myself: this is the question upon which this whole essay hinges. Everyone agrees that the beneficial effects of deterrence are real but small. Everyone agrees that the beneficial effects of incapacitation are real and large. Everyone except Roodman agrees that aftereffects range from slightly beneficial to slightly detrimental, for a net effect of incarceration significantly decreasing crime. Only Roodman says that aftereffects are large and detrimental, for a net effect of incarceration having no effect on crime. So where does Roodman disagree with everyone else? My impression is that the main difference is that Roodman gives more weight to certain judge selection studies. These find that being randomly assigned to a lenient vs. strict judge (and therefore on average getting a short vs. long sentence) doesn’t change rearrest rates after X years from the time the sentence started. This X year period includes both the time spent serving the sentence, and the time after release when aftereffects might materialize - ie they include both incapacitation and aftereffects. Since these studies fail to find any net effect, and incapacitation effects must be beneficial and large, Roodman concludes that aftereffects must be detrimental and large. Then he reanalyzes several of the other studies that other people use to demonstrate no or beneficial aftereffects, and finds them less convincing after reanalysis. So who is right? Roodman gets his strongest evidence from studies of short sentences vs. shorter sentences (eg going from 0 to 1 years, or 1 to. 2 years). These are naturally where we would expect the fewest benefits from incapacitation. But they’re also where we would common-sensically expect the worst aftereffects. Someone going from zero prison to one year in prison has had their life, career, and relationships profoundly changed, in a way that someone going from ten years in prison to eleven years hasn’t. This is consistent with the National Sentencing Commission study above. They found that aftereffects trended worse the shorter the sentences got, but didn’t investigate any sentences shorter than 2-3 years. If the trend continues, sentences shorter than that could have aftereffects > incapacitation. So maybe Roodman is right about shorter sentences, and everyone else is right about longer sentences. Going from a month to a year in prison is so disruptive and criminogenic that it risks canceling the benefits of eleven extra months of incapacitation. But going from ten years to eleven years mostly just gives you the incapacitation. Marginal Revolution This highlights a problem with all of these studies: we can only talk about particular margins. Imagine a country which currently incarcerates zero people, trying to decide whether to move up to a policy of incarcerating one person. If you only incarcerate one person, it will be the baddest dude in the whole country. That guy really needs to be behind bars! And we’re not worried about turning him into a hardened criminal, because he’s already maximally bad. Here it’s obvious that benefits outweigh costs. Now imagine a country which incarcerates 50% of its population, trying to decide whether to move up to 50% + 1. At this point, you’re imprisoning someone who went a few miles over the speed limit. You gain no benefits from incapacitation (he wasn’t going to commit any crimes anyway), but you stand to lose a lot from aftereffects (he’s probably a totally normal law-abiding citizen, so there’s a very high risk of ruining his life and turning him into a more hardened criminal). Here it’s obvious that costs outweigh benefits. So the question isn’t “do the costs of prison outweigh benefits?”, but rather “at what point between incarcerating 0% and 50% of people does the cost of imprisoning one more person start outweighing the benefits?”, or even “at the current US incarceration rate of 0.75%, does the cost of imprisoning one more person outweigh the benefits?” In some sense, this is what we’ve been investigating the whole time - all of these studies are being conducted at the current margin. But this hides big differences between them. We’ve already seen that European studies get stronger results than American studies. That’s because European countries have incarceration rates of ~0.05%, compared to America’s ~0.75%. In theory, Europeans countries’ incarceration rates are lower because they have less crime. But I notice that the European countries we’re talking about here all have high recent new immigrant populations, and in Europe these groups commit more crimes per person than natives. So it’s possible that Europe is still adjusting to being a high-crime continent, whereas America has already adjusted by raising incarceration rates. So one possible conclusion is that the benefits of incarceration strongly outweigh costs in Europe. I think this is clearly true by American values - we seem to care more about preventing crime, and be less horrified by imprisonment, than the average European. But there are many different margins even within America. Louisiana’s incarceration rate is >1%; Massachusetts is <0.25%. Some of the variance reflects the criminality of each state’s population, but other variance reflects the values of each state’s voters and policy-makers. We haven’t been keeping great track of which state each of our studies comes from, but plausibly the marginal prisoner in Massachusetts is a badder dude than the marginal prisoner in Louisiana, and releasing him is more likely to have costs > benefits. Margins also differ across eras. US incarceration ranged from 0.2% in 1970 to 0.95% in 2007 to about 0.75% today. Our studies cover this entire time period. This is probably why Levitt found stronger incapacitation effects (studying the 1970s) than Owens or Lofstrom+Raphael (studying the 2000s). Finally, there are the margins across sentences we discussed earlier. Going from zero years in prison to one year is a bigger deal than going from ten to eleven. When we examine our original question - does extending the average prisoner’s sentence for one year substantially decrease crime, we find that there’s no single answer - it depends where we are on all of these margins. Roodman’s skeptical position is most plausible for shorter sentences in high-incarceration areas, and Berger’s pro-prison position is most plausible for longer sentences in low-incarceration areas. So Why Do People Keep Saying That Prison Doesn’t Decrease Crime? We began with the observation that criminologists tend to deny that prison decreases crime. We now know why Roodman thinks this: he idiosyncratically believes that aftereffects equal (and so cancel out) incapacitation. But nobody else has even gotten this far. So what’s everyone else’s position? The Vera Institute is an anti-incarceration think tank. They have a policy paper titled The Incarceration Myth: More Incarceration Will Not Decrease Crime. It says: There is a very weak relationship between higher incarceration rates and lower crime rates. Although studies differ somewhat, most of the literature shows that between 1980 and 2000, each 10 percent increase in incarceration rates was associated with just a 2 to 4 percent lower crime rate. This is just taking the (real, positive) effect of incarceration on crime, and calling it “very weak”. Research shows that each additional increase in incarceration rates will be associated with a smaller and smaller reduction in crime rates. We saw above that this is true, but I find it annoying to mention here in this kind of advocacy context - it’s also true of everything else in the world! When the Vera Institute publishes anti-mass-incarceration white papers, the 500th white paper will be less influential than the first. If I claimed that “research showed” this, and so they should stop publishing anti-mass-incarceration white papers, they would look at me like I’d gone insane. Get a life. The weak association between higher incarceration rates and lower crime rates applies almost entirely to property crime. Research consistently shows that higher incarceration rates are not associated with lower violent crime rates. This is sort of true. Research finds a stronger effect of incarceration on property crimes than violent crimes, although Levitt does find a violent crime effect of minus one violent crime per incarceration-year. Partly this is because violent crimes are rarer than property crimes, and so studies are underpowered to find them. And partly it’s because most studies are done on mass releases of prisoners, where (for example) the state has to release 25% of the prison population to decrease overcrowding, but they get to choose which 25% - and states are smart enough not to release the murderers and psychos. Still, if Vera Institute’s preferred decarceration policy is also smart, then it won’t release the murderers and psychos either, and this point will stand. So my interpretation of Vera Institute is that they’re making some good points about ways that incarceration isn’t an infinitely powerful cure-all, but that it’s deceptive to summarize them as “incarceration doesn’t decrease crime”. What about other groups? Prison Policy Institute has a list of “crime myths”. Myth #7 is that “Harsh punishments deter crime, making us safer”. They write: Many people mistakenly believe that long sentences, paired with austere and even brutal prison conditions, will have a deterrent effect on crime. But research has consistently found that harsher sentences do not serve as effective “examples” that would prevent new people from committing serious crimes. In 2016, the National Institute of Justice summarized the research on deterrence, finding that prison sentences, and especially long sentences, do little to deter future crime Here they’re using “deterrence” in the strict sense (that is, in a way that doesn’t count incapacitation), noting that it’s small, and rounding off “small” to “zero”. I’ve looked at some other sites and think tanks that claim to have arguments against the “myth” that prison prevents crime, and they’re all using these same two tricks. Either they ignore incapacitation and focus only on deterrence + aftereffects. Or they imagine some hypothetical prison super-fan who believes that incapacitation is infinitely effective, prove that it’s less effective than this, declare victory over this fake opponent, and then summarize their win as “prison has no effect”. What Are The Costs Vs. Benefits Of Prison? So a more honest version of the claim that “prison has no effect on crime” might be “the effect of prison on crime is weak”. How weak is it? We already saw one way to answer this: it probably prevents on average 7 crimes/year (6 property + 1 violent), minus some amount, especially for short sentences, if you believe in criminogenic aftereffects. For the shortest sentences at the highest-incarceration margins, it’s possible for the effect to be zero or less. Another way to answer is with elasticities. If we increase in incarceration rate 10%, how much crime do we prevent at the current margins? Levitt estimates 3%, Cohen finds 0.5-7%, and Dhodnt finds -2% (ie prison increases crime) but this is an outlier. Spelman writes: Our best estimate of elasticity is “in the neighborhood of [3% drop in crime per 10% increase in incarceration]” but “[a]ny figure between [2% and 4%] can be defended, and we should not be too surprised to find that the result is anywhere between [1% and 5%]” This broadly agrees with our numbers from Sweden, California, and El Salvador above. Small increases in incarceration cause small decreases in crime. Large increases in incarceration cause large decreases in crime. If you doubled the incarceration rate, locking up an extra million people, then crime would decrease ~30% at current US margins (maybe less, because you’re shifting the margin and getting diminishing returns). Would more prison be good or bad? We’d need to do a cost-benefit analysis. Surprisingly, Roodman does the best work here: after making his claim that costs and benefits mostly cancel out, he admits that most people won’t believe him, and tries to estimate the effect size in the “devil’s advocate” case where everyone else is right and he is wrong. He starts with our previous finding that incapacitation prevents ~7 crimes a year, and returns to the incapacitation studies to see what types of crime are most affected. Then he adjusts for the low level of aftereffects that everyone else believes in. I’ve redone his results for clarity. This table shows the total number of each type of crime prevented by keeping the marginal prisoner in jail for one extra year: Why does prison prevent negative robberies? Roodman is subtracting the small aftereffects found by other researchers, and the data for rare crimes is noisy, so probably this is just an artifact. I round this to zero for the full analysis. If we’re trying to calculate the costs vs. benefits of imprisonment, we need to put a cost on all these crimes. This is hard to quantify - a robber may steal $100 worth of goods, but valuing his crime at $100 in costs ignores the disutility of (eg) living in fear Roodman uses two methods: first, he values a crime at the average damages that courts award to victims, including emotional damages. Second, he values it at what people will pay - how much money would you accept to get assaulted one extra time in your life? These estimates still exclude some intangible costs, like the cost of living in a crime-ridden community, but it’s the best we can do for now. Here are his answers (I’ve taken the geometric mean of the two methods): So one extra year of incarcerating the marginal criminal saves society $44,000 in crimes prevented. Now we add in the opposite side of the ledger: the costs of incarceration: According to Roodman, the average prisoner costs the state $31,000 per year. He got his data from 2008, and it’s since ballooned to about $60,000, but we’ll keep his number so that everything is from the same time period. (also, as always, California is more expensive - here it’s $120,000) Roodman also adds in the costs to the prisoner. He uses some surveys to value the disutility of the suffering caused by a year in prison at $50,000; additionally, the prisoner loses about $16,000 in earning potential. The end result: if you don’t count the costs to the prisoner themselves, and you don’t use the more modern number, and you’re not in an expensive state like California, then the marginal incarceration-year saves society about $13,000. If you do count those things, or you’re in an expensive state, the costs far outweigh the benefits. Realistically, most people won’t care about analyses like this. They’ll be more interested in the unquantifiable costs and benefits, including: The “benefit” of feeling like justice has been done and an evil deed has been avenged.
Inline links: Petrich (2021), https://substackcdn.com/image/fetch/$s_!zWlX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2923bd71-f957-4ab0-b81f-ccf7d2defb40_534x192.png, National Sentencing Commission’s report on Length Of Incarceration And Recidivism, https://substackcdn.com/image/fetch/$s_!e2np!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8908b811-f5cb-471c-8b5b-a1c12e739449_487x407.png, the age-crime curve, https://substackcdn.com/image/fetch/$s_!Wsj5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F69d800da-5b61-44b5-a0d8-7d0b3dce694f_725x404.png, Green and Winik (2010), Roach and Schanzenbach (2015), Rhodes (2018), incarceration rates are lower because they have less crime, The Vera Institute, The Incarceration Myth: More Incarceration Will Not Decrease Crime, a list of “crime myths”, Cohen, Dhodnt, Spelman, https://substackcdn.com/image/fetch/$s_!FI6X!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6865dbc9-fe86-4467-ab7b-829c1425a81b_189x133.png, https://substackcdn.com/image/fetch/$s_!X8oH!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13ddcc41-7e70-4a3c-bd25-c046f2bf811d_404x177.png, https://substackcdn.com/image/fetch/$s_!ltt7!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7484d67f-e24d-4511-ac8f-f7b20efed758_458x273.png
Drago et al 2009 investigated an Italian mass release of prisoners, where they were released with the caveat that if they were rearrested, they would have to serve not only the new sentence for the new crime, but the remainder of their original sentence too. This created a regime of very different punishments for the same crime; someone who was originally arrested for murder but released would have to serve a sentence for murder if (for example) they got caught shoplifting. They found that each extra month of a potential sentence decreased reoffending rates by 0.16 pp (1%) per month. This is on the high side of estimates, but in general we’ll find European studies find stronger effects from imprisonment than American studies; this is probably because Europe has lower incarceration rates in general and has yet to “pick the low hanging fruit”.
Inline links: Drago et al 2009
A one-strike law (life in prison after one violent crime conviction) would cut almost 80% of violent crime in Sweden; a two-strikes law would cut 63%, and a three-strikes law would cut 57%. Even a ten-strikes law would still decrease violent crime by 20%! So why doesn’t Sweden implement a three-strikes law? Such a law would add 24,000 people to the Swedish prison system. But the current capacity of the Swedish prison system is only 10,000 people. So this would more than triple the size. Suppose Sweden only had the resources to expand their prison system by 30%. According to this study, that would cut violent crime by 20%. I don’t know, these still seem like okay deals to me. But they teach us a useful lesson: there aren’t giant gains to be had by just imprisoning “a few more people”, relative to the size of your existing prison system. Despite the existence of power laws, if you want large decreases in crime, you need large increases in incarceration. Why Didn’t The Three Strikes Law In California Massively Decrease Crime? The Swedish data suggested a “three strikes law” should cut crime by 57%. That’s Swedish, and only focuses on violent crime, but American data for all offenses seem to tell a similar story: A large majority of prisoners - 80% - have been arrested more than three times3. But in fact, when California passed a Three Strikes law, the decrease was modest: In the five years following the passage of the law in 1994, crime dropped 33% in California compared to 26% in the rest of the country, meaning only 7% that you could optimistically attribute to Three Strikes. But most criminologists suggest that even this is an overestimate, and the true number is close to zero. See for example this graph, which shows that the counties which used Three Strikes the most had no greater decline in crime than the counties which used it least: So we expected Three Strikes to decrease crime by 80%, but in fact it decreased it by 0-7%. Why? Because California’s Three Strikes law was weaker than it sounds: it only applied to a small fraction of criminals with three convictions. Only a few of the most severe crimes (eg armed robberies) were considered “strikes”, and even then, there was a lot of leeway for lenient judges and prosecutors to downgrade charges. Even though ~80% of criminals had been arrested three times or more, only 1-4% of criminals arrested in California were punished under the Three Strikes law. Why can’t we have a real Three Strikes Law? For the same reason we saw in Sweden earlier. I can’t find any graphs of the US population broken down by number of past offenses, but we know that about 8% of Americans have at least one felony. Let’s say that about half of those have at least three felonies. That means a real Three Strikes law would require increasing the incarceration rate from its current 0.75% up to 4%, ie quintupling it. We’d need to build 6,000 new prisons and 10,000 new jails, locking up an additional 5-10 million people, and spending somewhere between $400 billion and $1 trillion per year (ie around the same as the entire military budget) on prison-related costs. This is light-years outside the Overton Window and I’ve never heard anyone seriously propose it. Still, it would decrease crime by 80%. Again, the lesson is that - despite power laws - small increases in incarceration cause small decreases in crime, and only very large increases in incarceration are capable of causing very large decreases in crime. Why Did A Ten Strikes Law In The Netherlands Massively Decrease Crime? Given the ambiguous results of three strikes in California, I was surprised to learn that a ten-strikes law in the Netherlands did reduce property crime by 25% (Volaard et al). In 2001, the Dutch government passed a law allowing longer sentences for criminals with at least ten previous offense who were not good targets for rehabilitation (eg rejected or had already failed drug treatment). The law allowed judges to increase the typical sentence for petty theft (2 months) to a longer sentence (2 years). A quasi-experimental study found that property crime, though not violent crime, decreased by 25%. It’s not surprising that violent crime didn’t go down since the law was almost entirely deployed against thieves. Vollaard found that the population affected was extremely criminal; they had an average of 31 past offenses, and on surveys they admitted to committing an average of 256 crimes per year (mostly shoplifting). Before the law was passed, they spent an average of four months per year in jail (probably 2 x 2 month sentences); afterwards, they spent two years in jail per crime. It’s hardly surprising that imprisoning these people decreased crime. So why didn’t the California law do the same? I think there are two reasons. First, Europe imprisons far fewer people than any US state. The incarceration rate in the Netherlands is only an eighth that of California. The pre-ten-strikes-law Dutch penalty for shoplifting was two months; the equivalent California penalty alternates between six and thirty-six months depending on which set of propositions won the last election. Vollaard found that the ten strikes law had diminishing returns: On average, we find the benefits of the policy to exceed the costs by a large margin. We find the benefits to go down rapidly with a more intensive use of the law, however. The marginal crime-reducing effect of convicting another prolific offender to an enhanced prison sentence declines by some 25% when going from the 25th to the 75th percentile in the rate of application of the law during 2001–7. The benefits of the policy remained higher than the costs, however, even for the cities which used the law most intensively. So I think it’s plausible that California was already much more punitive than the Netherlands even before the California Three Strikes Law was passed, and there were diminishing returns from becoming even more punitive than that. Second, the California law only applied to certain serious crimes (eg armed robbery). People don’t commit these as often as shoplifting. The average person affected by the Dutch law shoplifted 256 times per year. Even the most energetic criminal would struggle to commit 256 armed robberies per year, and they would probably get killed (or murder a victim) long before reaching that point. So petty theft is longer-tailed than serious felonies, and it’s easier to decrease the petty theft rate by imprisoning the few worst shoplifters compared to decreasing the armed robbery rate by imprisoning the few worst armed robbers. Why Can’t We Just Incarcerate Those 327 Shoplifters In New York City? This time we just suck. Remember, each of these shoplifters was arrested 20 times per year. So they can’t be going to prison in any substantial way. Even if they got a one-month sentence for each arrest, they’d run out of months to shoplift in after twelve! So the question here isn’t “why are prison sentences for shoplifting so short”, but rather “why can’t New York City incarcerate repeat shoplifters at all?” I’ll come back to this question later. What About El Salvador? They famously solved crime by more imprisonment - how? By doing a lot of it. I said above that we might be able to decrease US crime rates by 80% if we quintupled our incarceration rate. Between 2014 and today, El Salvador quadrupled their incarceration rate: (source) They now have by far the highest incarceration rate in the world, 2-3x that of America (which is itself the fifth highest, after various dictatorships). How did they afford this? Through a combination of lots of funding, not being too picky about human rights and prison conditions, and not being too picky about whether the people they imprison were guilty of any specific crime or just kind of gang-adjacent. As incarceration rate quadrupled, homicide went down by a factor of twenty: We previously predicted a similar increase in incarceration would lead to an 80% decrease in crime in the US, but El Salvador got a 95% decrease in crime. Why did they do so much better than our prediction? I think because they started with half our incarceration rate and ten times our murder rate. When you’re starting from someplace terrible, without any of the low-hanging fruit picked, it’s easy to make progress! I can’t find good statistics on other crimes like theft, but the crappy statistics I find say it hasn’t budged (1, 2). Why not? Either my statistics are bad, or the gangs that the government cracked down on weren’t in the theft business.4 Incapacitation Fine, so despite power laws there’s no way to easily solve crime just by imprisoning a small number of people. How much bang for the buck do we get by incapacitating criminals? You would think this would be easy to figure out: just determine how many crimes the marginal prisoner commits per year. Then that’s how many crimes incapacitation prevents per year. But although it’s easy to see how many times the marginal prisoner has been arrested, most crimes don’t result in arrest. How do you know how many crimes they really committed? Some bold scientists have tried asking them - giving prisoners surveys about their criminal histories - but obviously these should be greeted with heavy skepticism. The method criminologists have settled on is to wait for big shocks to incarceration - big enough to affect the general crime rate - then see how much the crime rate goes up or down. The best study here is probably Levitt 1996 (you may know Steven Levitt from Freakonomics). In the 1970s, US prisons were overcrowded. The ACLU argued the overcrowding was a rights violation - a form of “cruel and unusual punishment” - and sued a dozen states. They won all their lawsuits, and judges in all states said the government had to free prisoners until prison crowding returned to a non-cruel, usual level. So at a slightly different time in each state, many prisoners got released all at once. By examining the effects of this sudden release on the crime rate, we can determine how much crime the incarceration of those prisoners was preventing. Levitt does a lot of fancy statistics, and Roodman reanalyzes with even more fancy statistics, but the good news is they both agree and get numbers somewhat contrary to Roodman’s biases, which make me trust them more. Each year of imprisoning the type of prisoner who got released under the ACLU lawsuits prevented 6 property crimes and 1 violent crime. This suggests the average criminal commits ~7 crimes per year, which I think matches well with the data above showing that the median prisoner has 10 past arrests and some have 30+. Other studies on incapacitation, mostly taken from Roodman, that I trust less than Levitt: Owens (2009) investigated a Maryland law that caused some criminals to get released early. They found a crime increase corresponding to about 3 crimes per prisoner per year. This is lower than Levitt’s estimate of 7, but crime rates went down in general between Levitt’s study period (the 70s) and Owens’ (the 2000s), so they might both be right.
Inline links: https://substackcdn.com/image/fetch/$s_!ZVo3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F889a20e6-5205-47a1-b84e-6f9cd0739f05_1068x462.webp, 3, https://substackcdn.com/image/fetch/$s_!dRO5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff81d2a2f-a22f-4fd2-b492-bb47402a40af_640x532.png, https://substackcdn.com/image/fetch/$s_!Tpwp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98d17add-250e-447a-b01c-fc8bb77f8bc3_298x264.gif, 1, 4, 8% of Americans have at least one felony, Volaard et al, https://substackcdn.com/image/fetch/$s_!9L-h!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29a25928-8620-45d1-b677-34447be88ad6_778x528.png, source, fifth highest, https://substackcdn.com/image/fetch/$s_!ww3Y!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F028e701c-5f95-436d-b1ff-15742274e221_2000x2000.png, 1, 2, 4, Levitt 1996
I moved for a while to a central European country and was impressed with the criminal justice system and the low level of crime/high level of compliance, despite the high amount of migration. The biggest thing I noticed is the certainty of being caught that you mentioned. Sentences were (to my American eyes) relatively short and weak - and more liberal Americans often thought there was less crime because the country was somehow more humane. But the main thing I noticed was: the certainty of being caught was high. Police were everywhere and very responsive. Small fin3es and one-night-in-jail punishments were everywhere for petty crimes. I think the U.S. would benefit from strong policing with simple, consistent punishments for many small crimes, especially for first time offenders.
American police spend approximately all police-hours on traffic tickets, rather than solving actual crimes. And this is with homicide closure rates of ~50% and rape ~30% and property crimes ~10%.
How come in one million articles about Bukele and crime in El Salvador, including many trying to discredit him or say it wasn’t worth it, I’ve never heard a peep about this? And if it wasn’t Bukele or mass incarceration that did it, then what was it? [Y] writes: I have issues with the El Salvador portion of this post. These charts show that the Bukele mass incarceration movement only resulted in a massive increase in the prison population from 2020 forward, based on projected population. The graph shows the murder rate peaking in 2015 and dropping precipitously in the next three years prior to Bukele's presidency. This means, unless I'm missing something, that the vast majority of the decrease in the murder rate occurred before Bukele took office and started putting people in prison at all and thus cannot be attributed to his policies, incarceration or otherwise. Bukele took office in 2019 and did not begin the crackdown until June of that year. The state of emergency that allowed the government to suspend various rights in order to crack down on gangs even further didn't begin until early 2022 While the murder rate was obviously still quite high before Bukele's incarceration policies began, it seems almost actively misleading not to mention that it was collapsing even before he instituted these policies as a result of things like a renewed gang truce in 2016 under the previous government and instead seemingly attribute all of it to him. Further, the post-Bukele homicide data is dubious in several ways. The Bukele government stopped counting bodies discovered buried in unmarked graves as homicides, incentivizing gang members to hide their victims instead of publicly displaying them as trophies or warnings as they had done in years prior. They stopped counting people the police or military shot as homicides, classifying them instead as “legal interventions". They have excluded killings in prisons from the homicide data, which seems like exactly the most obvious way to lie about homicide rates when you begin imprisoning everyone. https://foreignpolicy.com/2024/08/08/el-salvador-bukele-crime-homicide-prison-gangs/ The source article suggests the above may represent as much as a 47% undercounting. Well, one might say, that still leaves El Salvador much safer than before Bukele’s tenure. But I’m not linking the above to try and pin down exactly the right figure of undercounting. I would suggest instead that these changes to the metrics demonstrate a willful and deliberate pattern of obscuring the homicide rate in El Salvador. The post-Bukele data consequently seems almost useless to me, as you cannot really assume we know all the ways the Bukele government is fudging the data. These are just the ones on record. It’s not that murder has disappeared in El Salvador - it’s more like it’s now de facto legal in many contexts. An MS13 member who rolls up on a rival gang’s stash house and shoots it up now knows that if they can bury the bodies in an unmarked grave outside of town without being caught red-handed with the shovels and corpses, the victims will legally cease to exist. They’re not prosecuting people for these murders, right? Otherwise they would show up in the data. The media doesn't talk about them. You don't see the evidence. Out of sight, out of mind. I'm not suggesting no murders were prevented as a result of the Bukele government's mass incarceration policies, obviously. I can also see the argument that it's good for society for criminals to kill each other in prison yard fights instead of getting into shootouts in a marketplace where an innocent bystander also gets their head blown off. I just think the fundamental premise - that he arrested everyone and it caused murders to stop happening and we need to reason forward from there - is extremely dubious. Drethelin writes: idk about the statistics but multiple people I talked to in el salvador specifically told me theft was WAY down like walking down the street with your phone in your hand was now an option where it used to not be people can now both afford to and feel safe owning cars, etc. among other things they are very proactive about using what we wouldn't really consider due process, eg cops browsing facebook and like, going after guys that people post from their security camera footage as taking their bike or whatever Thanks - I had said in the post that although murder was down, the statistics didn’t really show this about theft - but I was eyeballing statistics not really gathered for this purpose and if the news on the ground is that theft is down, I believe it. 4: Comments On Probation In response to a question of why probation with GPS tracking hasn’t taken off as an alternative to prison, Peter answers: Because convicts turn it down. You see at least in America probation (which is what GPS monitoring is part of) and incarceration aren't related, you get no credit for the former when it comes to the latter and people like to overlook over half of people incarcerated aren't there for any crime at all but simply a technical probation violation like getting fired from your job from not showing up on time because your probation officer randomly changes times of meetings daily (which is also results in prison even if you are one minute late). If the max sentence is five years prison plus probation time doesn't count and you have a more likely than not chance of violating probation because it's designed to be unreasonable and cause failures as a back door way for judge's to avoid trials, why would you accept GPS monitoring which will only increase your chances of being violated. I.e..why do nine years (four years probation out of your ten year probation, then violated, then five in more actual prison) when you can just do five. Generally the rule among convicts is if the prison sentence is shorter than the probation sentence, just take prison day one. As a convict you can, and many do, turn down probation. If you want to fix this then you need to let convicts "try" probation where they get credit at a 1-1, or even better motivate them so let's say 2-1, towards a future prison sentence when they fail. This entire conversation (OP) is worthless as it's making the standard mistake of just looking at prison and not probation, jail, fines, etc all which backdoor as a way to avoid trials lead to prison. This isn’t very clearly written, but my impression is that Peter is saying that violating probation gives you a longer prison sentence than just accepting prison in the first place, probation is deliberately designed to be near-impossible to keep, and so it’s a con to trick criminals into longer sentences without having to get them through a judge and jury. Criminals know this, so they refuse probation. This kind of conflicts with the “criminals have high time preference and make terrible decisions” point above, so I’m not sure what to think of it. I wonder if people ever try GPS tracking (without the rest of probation) as a prison alternative. “You’re getting off with a warning this time, but wear this tracker, and if you commit any other crimes in the future, we’ll know.” [EDIT: commenter answers here] More from Peter: Remember, the entire point of probation is to get people to avoid a trial by plea dealing to probation and then put them in prison anyways without any due process because reasonable people, the sort that takes plea deals, believe in the system hence overestimate their ability to complete probation. And so you put them in prison on a technical violation, i.e. getting fired after you intentionally caused them to do so, not having a place to live after you intentionally refused to approve anywhere they tried live, changing their appointment times without confirming they know ("I left a message with their dog"), or just harass them until they give up and just go to prison. Americans tend to discount probation as a joke but any experienced convict knows probation as implemented is worse hence just goes to jail. Also note that probation and PAROLE are different and significantly so, you actually get credit for parole time. Parole WANTS you to succeed, after all they paroled you, probation doesn't. They aren't even the same group of government offices either which is part of the problem. Probation falls under the judiciary (they work for the court) hence they free up budgets the faster they can move you over to the executive (prison) branch whereas parole is a cost saving measure as it falls under the same prison budget, i.e. parole officers aren't probation officers. Also all those fancy rehabilitation programs people love to tore to decrease recidivism goes to parolees, not probationers. I.e. there are giant structural incentives from pure intergovernmental bureaucratic budget wars to move people from probation to prison and because it's controlled by judges, I.e. the prison department can't just refuse to take a trivial probationary revokee, it's a one sided fight […] For example I got a friend that just got two years for the driving the speed limit in Texas while at a funeral, travel approved by the judge, because probation also makes it illegal to break your state law even in another jurisdiction where it's legal. He was driving 85 (the posted speed limit) in outside Austin but in Hawaii it's a misdemeanor to exceed 80 mph for any reason on any road strict liability; his PO asked him "jokingly" if he drove the speed limit while there and if he enjoyed the faster mainland speeds, he said "yes" unbeknownst to him he was being setup. His admission resulted in his probation being revoked for literally following the posted speed limit. Charlotte Wollstonecraft writes: The marginal prisoner in Massachusetts may be a much badder dude than the marginal prisoner in Louisiana. But here is anecdotal reason to believe he is not: Last week in New Orleans, there were three mass shootings. Two of them happened at the same second line in New Orleans East, 45 minutes apart. In two separate incidents, a gunman opened fire at a large outdoor gathering. In total, two people died, and ten were wounded. This is not national news. No arrests have been made. The third shooting took place in the French Quarter four days later. One of the three shooters was caught immediately. Turns out, he had already served seven years in prison for armed robbery. Last year, he was arrested again and charged with domestic battery, child endangerment, and possession of a firearm by a convicted felon. A plea deal got him out on parole, the terms of which he violated near daily according to his ankle monitor's logs. He was wearing the ankle monitor at the time he opened fire on a French Quarter street, wounding three people and killing another. I’m including this here as a counter to Peter’s story of the guy who got two years in jail for driving the speed limit. I hear so many outrageous stories of extreme strictness and so many outrageous stories of extreme laxity (see also this post) that I’m nervous about turning the dial one way or the other compared to trying to figure out what’s going on. 5: Comments That Say My Analysis Forgot Something Grant Gould writes: You allude to it twice but then pass over it "for simplicity": None of these studies measure within-prison crime, which is largely not counted, tracked, tried, or prosecuted. It is not only plausible but likely that "incapacitation" is at best simply relocation of crimes. And even _that_ is leaving aside the regular drumbeat of deeply sadistic crimes by guards, which are even less counted, tracked, tried, or prosecuted. The quality of statistics on crimes within prisons is very poor, of course; ttbomk it is not practically possible to know if the average prisoner commits crimes at a greater rate while incarcerated than while outside, or likewise the rate at which people in prison are crime victims versus those outside. If your value function is some sort of utilitarian sum over society, you have to count those, or else your utilitarianism is just gerrymandering people into and out of the boundaries of the utility summation (in which case you can optimize utility much more simply than by incarcerating; simple Schmittianism will do the job more easily, and it's free since you don't count the cost). I wrote this post to respond to debates (eg on California’s Prop 36) on whether prison is an effective way of decreasing the crime that normal people have to suffer in their neighborhoods. I think this is an important question that lots of people care about. Whether prisoners commit crimes against other prisoners is also important, but it’s a different question. I think people would justly distrust me if I pretended to be answering the question they cared about, but actually answered a different question. I (following Roodman) gave two conclusions in my cost-benefit analysis - one that counted the suffering by prisoners themselves, and one that didn’t. Since I think different people will have different intuitions on this, I think it was the right strategy. The one that counted the suffering of prisoners included a general estimate of willingness-to-pay for prison which I think includes the cost of intra-prison crimes. Either way, I think being exposed to intra-prison crimes is a small fraction of the badness of prison that doesn’t change that analysis much. I also don’t think it’s exactly right to say that incarceration only relocates (rather than prevents) crime. This may be true for murder and rape. But there aren’t a lot of things to steal in prison (not zero, but not as much as in the outside world) and the vast majority of crimes are property crimes. JBG writes: Some thoughts as a former defense attorney. On "after effects," skipping all the way to length of incarceration misses a lot of what's going on for first time offenders. As your own examples note, many of the problems making it harder to make an honest living accrue from being a felon as such, and not from jail time. I'll add on that merely being *arrested* triggers a similar cascade of consequences. Your average person will be fired from their job very quickly after arrest -- either because of the arrest itself or just because it leads to missing work. And an arrest on its own, without a conviction, is sufficient to make it hard to get hired on in a lot of jobs. But this is all specific to first-time offenders; going from someone presumed to be a law-abiding citizen to being a felon changes everything. An incremental felony after that doesn't change much. From your description, it seems like the studies are blurring this together? I'd be interested to see evidence focused specifically on first time offenders. My guess would be that there's a large, negative effect of your first felony (all else equal) but not much effect at all of subsequent felonies. In that case, there's a very different calculus for the incapacitation vs. recidivism tradeoff for different, identifiable groups. Undeserving Porcupine writes: Eugenic effects of 3-5x’ing the prison population? Makes it harder for these criminals to make more of themselves. Several people brought this up on Twitter. It deserves a full post response, but in case I don’t get around to making it - I think this is almost zero. I realize that’s a surprising claim, but compare the Nazi eugenics program against schizophrenics discussed here. They killed most of the schizophrenics in Germany, and schizophrenia is 80% genetic, yet the next generation had the same number of schizophrenics as ever, at least within the measurement margin of error. See the post for a longer explanation of this seemingly paradoxical result. Sebjenseb did a similar analysis and finds that if you execute the most criminal 1% of the population each generation, population level criminality decreases by about 0.1 standard deviation per 400 years. This is less trivial than I expected - it corresponds to a drop in the murder rate from 30 to 20 (possibly less for other crimes). But it's also a better case than our real scenario for a few reasons (police have 100% efficiency in arresting the worst criminals exactly in order; execution is better at preventing childbearing than prison). Maybe a real scenario is 33% decrease in crime rate per 600 years? Doesn't seem that relevant to me - even if we don’t get a singularity in the next few decades like I expect, we’ll probably get better genetic engineering or go multiplanetary (in which case founder effects will overwhelm everything else). Publius Obsequium writes: One thing Scott neglects is the beneficial effect prison has on kids of criminals (yes you read that right - look it up) Here is an article making this case and citing some corroborating studies. I would stress that there are also many (probably more) studies finding the opposite, and that I haven’t looked through any of the studies on either side to check whether they’re any good. Straphanger writes: This analysis ignores that punishment is a good in itself. The victims of crimes deserve retribution against the people who have wronged them. Some version of this was one of the most common comments, with opinions ranging from: I was a bad person for not focusing on the suffering of the prisoners in prison more, especially their potential victimization by prisoner-on-prisoner violence.
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
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.”
“Public health officials were previously unaware of a significant number of mild H5N1 cases in humans, leading to a dramatic overestimation of H5’s feared case fatality rate. Only now are we getting a true picture of the spectrum of infection.” In further discussions about why forecasters’ estimates of the H5N1 infection fatality rate (IFR) were so high last week (0.07% to 9%, conditional on a descendant of an H5N1 strain becoming pandemic), forecasters brought up several factors. First, if a descendant of an H5N1 strain does become pandemic, it’s unclear which genetic group of strains that descendant strain might emerge from; for example, it might not be descended from relatively milder North American strains. Second, a descendant of a currently circulating H5N1 virus might become pandemic after reassortment with other flu viruses and would need to undergo additional adaptations to humans to be able to circulate widely in humans. It’s not completely clear what the characteristics of such a virus would end up being; for instance, in addition to adapting to bind more efficiently to “human receptors” in the respiratory tract, the virus would need to adapt to grow at temperatures present in the human respiratory tract, and the resulting adaptations could be expected to change the exact mix of symptoms the virus can cause. Third, the disease does have high case fatality rates in cattle, on the order of 5 to 10%, and we have seen higher case fatality rates in sea mammals. Fourth, the farm-worker populations in which we are observing initial cases are likely relatively healthier than the US population as a whole. Moreover, in general, there are lots of things we don’t know yet, and thus, our confidence intervals for a potential IFR should be wide. Third, maybe mortality would be between 0.01% and 0.2%. The argument here is looking at normal (ie not 1918) flu pandemics of the past century. The least bad among these, the 2009 swine flu, had CFR of 0.01%. The worst, Hong Kong flu, was somewhere around 0.2%. If H5N1 is a normal pandemic flu - and right now there’s not much that differentiates it - it will probably be somewhere in that range. Source: https://en.wikipedia.org/wiki/Spanish_flu#Comparison_with_other_pandemics Fourth, maybe mortality will be 2-10%. This was the mortality rate of the 1918 Spanish Flu. It seems to be an outlier: as far as we know, no other flu in the past 500 years was nearly as bad (I’m using 500 years as a somewhat arbitrary cutoff since the 1510 flu is one of the better attested historical flus; before that they all sort of dissolve into general plagues) . If there have been ~25 major flu pandemics during that time, that gives us a base rate of only 4% for any given flu pandemic reaching that level of severity. But some people argue that H5N1 is unusually similar to the Spanish Flu, in that both diseases cause “cytokine storm” - a dangerous immune over-reaction which caused a majority of the deaths in 1918. On the other hand, this might be because H5N1 isn’t adapted to humans yet - less adapted viruses usually cause more immune reaction than better-adapted ones. It’s not clear whether this feature would stick around in a pandemic version of H5N1. At least improved medical technology (and lack of a World War screwing things up) probably mean that a virus which was just as severe as 1918 will cause fewer deaths than the 1918 virus did. Much of this discussion hinges on whether we should expect flus to generally become less virulent when adapting to humans and going pandemic. There’s a hand-wavey evolutionary argument that they should: pathogens don’t “want” to kill (or incapacitate) their host before they can spread. But the biologists I talked to said people tend to overupdate on this, that evolution can do lots of weird things, and that the 1918 flu forgot to read the Evolutionary Virology textbook and actually mutated to get worse. There may be a slight tendency for things vaguely like this to happen, but we shouldn’t count on them. After reading the arguments from each camp and talking them over with superforecasters, I think, regarding the infection fatality rate of a future H5N1 pandemic: 30% chance it’s about as bad as a normal seasonal flu
If IQ was 100% genetic, we should expect Africans to have an IQ of 85, since American and African blacks have similar genes. This isn’t exactly right - US blacks have some intermixing with whites, and only some of Africa’s staggering diversity reached the US - but it’s close enough.
Which gap in nutrition/health/education is bigger - the gap between US whites and US blacks, or the gap between US blacks and Malawian blacks? It’s the US/Malawi one, right? US whites and blacks eat about the same number of calories; they often go to the same hospitals and attend the same schools. Meanwhile, in Malawi, children still sometimes starve to death, 30% of the population is infected by parasitic worms, and only 40% of students graduate the eighth grade. So under the environmental hypothesis of IQ, we should expect Malawians to be more than 15 IQ points behind black Americans. If Lynn is right and Malawi has an IQ of 60, then they’re 25 IQ points behind black Americans.
(source) … sub-Saharan Africa is also a hot spot. I wonder what’s wrong in Cuba - this is exactly the sort of easily gameable metric I would usually expect them to be good at, or at least carefully faking. If you’re interested, you can donate to Iodine Global Network here. Bob Jacobs writes: > His opponents pointed out both his personal racist opinions/activities That's the mildest possible way you could've put it. He wasn't someone who had "personal racist opinions" that he kept as "personal racist opinions". He was the editor-in-chief of Mankind Quarterly, a white supremacist journal that was founded by people like: Henry Garrett an American psychologist who testified in favor of segregated schools during Brown versus Board of Education, Corrado Gini who was president of the Italian genetics and eugenics Society in fascist Italy, and Otmar Freiherr von Verschuer who was director of the Kaiser Wilhelm Institute of anthropology human heredity and eugenics in Nazi Germany. He was a member of the Nazi Party and the mentor of Josef Mengele, the physician at the Auschwitz concentration camp infamous for performing human experimentation on the prisoners during World War 2. Mengele provided for Verschuer with human remains from Auschwitz to use in his research into eugenics. It's funded by the pioneer fund, an organization he was a board member of and that has been classified as a white supremacist hate group, with one of its first projects being to fund the distribution in US churches and schools of "Erbkrank", a Nazi propaganda film about eugenics. He's not just called racist, he *is* racist, he even describes *himself* as a racist. No contesting any of this. MM writes: I spent 18 months in a country where people are supposed to have an iq of about 70, according to the map. My neighbors and friends were mostly non-literate. They did not seem less intelligent than the people I know in my current (US) neighborhood or the people I grew up with (in the US). Most of them would not have performed well on IQ tests, though. They'd never attended school and had no familiarity with puzzle-solving. This was 35 years ago and most people had not seen movies or even photographs. I remember sitting with one older woman and helping her interpret a black-and-white photograph: this is the arm, here's where it connects to the body, etc. It's hard for people from literate societies with tons of exposure to text & graphical representations to see the extent of the gap. Calvin writes: I have a decent amount of experience with the intellectually disabled, and saying "cognitive issues are only responsible for a small part of the [communication] deficit" is so wrong that it makes me question everything else in this essay. Trust me, even making allowances for poor hearing or difficulty forming words, the cognitive issues are responsible for 90% of the deficit. An IQ of 60 is really low and it's a significant handicap. I was concerned to hear this - I have a little experience with the intellectually disabled, but it didn’t involve knowing people’s exact IQ, so I’m not very well-calibrated here. Looking for more information, I found https://www.hrw.org/reports/2001/ustat/ustat0301-01.htm, which purports to describe the characteristics of very low IQ people, mostly in the context of criminal justice (where lawyers often try to use a client’s low IQ as a mitigating factor - ie maybe he didn’t truly understand that crime is wrong). The report says things like: Although all persons with mental retardation have significantly impaired mental development, their intellectual level can vary considerably. An estimated 89 percent of all people with retardation have I.Q.s in the 51-70 range. An I.Q. in the 60 to 70 range is approximately the scholastic equivalent to the third grade […] Although mental retardation of any degree has profound implications for a person's cognitive and social development, it is a condition which in many cases is not readily apparent. While some of the mentally retarded, such as those whose retardation is caused by Down's syndrome or fetal alcohol syndrome, have characteristically distinctive facial features, most cannot be identified by their physical appearance alone. Unless their cognitive impairment is unusually severe (e.g. an I.Q. below 40), persons with mental retardation may be thought of as "slow" but the full extent of their impairment is often not readily appreciated, particularly by people who have limited contact with or knowledge of them, including police, prosecutors, judges, and other participants in the criminal justice system. Many capital offenders with mental retardation did not have their condition diagnosed until trial or during post-conviction proceedings. And gave some examples (slightly out of order for this list): Oliver Cruz, who was executed in Texas on August 9, 2000, had an I.Q. that was measured variously at 64 and 76. Cruz nonetheless insisted to reporters that, although he was perhaps "slow in reading, slow in learning," he was not mentally retarded. Mitigation specialist Scharlette Holdman recalled a client who so successfully hid his retardation from his attorneys that he allowed them to sign him up for college-level calculus classes, which he could not comprehend. He had gone through much of his schooling allowing his younger sister to complete his homework for him. When he was given papers to read in connection to his case, he would carefully stare at them. If he was asked a substantive question, he usually responded, "I don't recall." Only when experts in retardation evaluated him and investigators reviewed his school records and spoke to his family did lawyers discover he had mental retardation and had been considered "slow" since his early childhood. Another capital defendant "hid his mental retardation for most of his life by working at a very repetitive job as a switcher on the railroad. He lied about finishing high school. He was actually in special education classes and did not finish the sixth grade. He was drafted into the army and discharged because of his mental retardation. He lied about his service record. He often made things up so that people would not suspect mental retardation." Morris Mason, whose I.Q. was 62-66, was executed in 1985 in Virginia after being convicted of rape and murder. Before his execution, Mason asked one of his legal advisors for advice on what to wear to his funeral As one psychiatrist testified about a capital defendant with an I.Q. of between 35 to 45: "[People with mental retardation try] to go along with people that they suspect are in authority. For example, I asked [the defendant] where we were when I saw him, and he obviously didn't know, so I asked him if we were in Atlanta and he said `Yes, we are in Atlanta.' In fact, we were in Birmingham, Alabama. I could have said New York and he would have said `Sure, New York' These people are obviously not going to win Nobels anytime soon. But even the guy with IQ 35 - 45 was still talking to people. I think this supports the thesis that intellectually disabled people without specific syndromes can seem pretty normal most of the time. (though keep in mind that anything from the court system should be treated with a grain of salt - defense attorneys have an incentive to exaggerate the intellectual disability of their clients in the hopes that it gets them a lighter sentence) Lyman Stone writes: Emil's post isn't correct, however. We know from the recent Reich lab paper on long-run genetic selection that there was strong selection for IQ in the neolithic revolution, which implies agriculture strongly selects for IQ and ability to plan. Malawians are 60-80% subsistence farmers. Even a "normal" low-IQ person cannot do the implied math and long-term planning involved in this kind of farming. And in fact, economists routinely find that African small-plot subsistence agriculture is actually highly optimized; farmers make very precise choices about where to plant which seeds, which fertilizer to use, etc. Key point is basically: it really isn't true that an IQ 60 person can run a farm functionally. Moreover, mean IQ of 60 implies large shares even lower, at ranges that are uniformly nonverbal even without specific disability. And this is why in the actual record-level NIQ database, they truncate estimates below 60, because even the database managers realize these estimates are crazy. See my post here: https://substack.com/home/post/p-154757665 We know that people with extremely low IQs in the Flynn sense must be capable of subsistence agriculture, because pre-Flynn Effect, most of the West had extremely low IQs, and they were all doing subsistence agriculture. How is this possible? Responding to Lyman’s comment, I wrote: I stick to the claim in this post - that our estimates for what a very low IQ means are poorly-grounded, and that people with low IQs can do some pretty impressive things, especially if they're concrete and part of a cultural transmission package. Maybe this is the Joseph Henrich "Secret Of Our Success" thing. We know that Malawians get poor test scores in school, so it seems like there's some disconnect between do-well-on-tests intelligence and run-a-subsistence-farm intelligence, and the abstract/concrete and novel/cultural distinctions are the best explanation that I can think of. You say that "the phenotype that arises from a given tested IQ in America is clearly vastly worse than the phenotype arising from the same tested IQ in Africa", which I basically agree with. I think part of it is the syndromes issue raised above, and part of it is that maybe Malawians have zero contact with the culture of abstraction that IQ tests come out of whereas even very uneducated Westerners have some contact with it, and maybe another part of it is that whatever health/nutrition issues the Malawians have preferentially harm faculties responsible for more abstract tasks rather than more concrete ones. For an opposite data point, when I was in Haiti, my boss told me (secondhand, no personal experience) of extreme difficulties working with Haitians, like that they couldn't alphabetize files even when that was explained to them. Many Haitains are also successfuly subsistence farmers, so I think this also supports some kind of heavy abstract/concrete distinction. I don't think we're really disagreeing, just agreeing on something like the correlations that make up IQ being less valid outside the normal range. Maybe one way to look at it is to go back to the claim from the justice system document above, saying that people with IQ in the 60s are the mental equivalent of third-graders. The third-graders I know are very into Pokemon, and have all sorts of opinions on how if you add X bonus to a Y strength fire-type Pokemon and then play Z combo, it will [commence six weeks of droning on about different Pokemon cards]. Is this the sort of math/reasoning/strategizing that we don’t expect someone with IQ 60 to be able to do? Does the fact that third-graders can do it mean that we’re miscalibrated? I’m not sure. The part of Lyman’s comment that gives me the most pause is his observation that, if the mean IQ is 60, a decent fraction of people must be 45, and a non-negligible portion 30. At this point, even third-grader comparisons don’t save us. I guess this is where I bring in the claim that IQ breaks down as a guide to practical living skills below some point. You can see several more layers of response between me and Lyman here, but I was especially grateful for him teaching me two things I didn’t already know: First, he corrected my misconception about Reich on ancient European cognitive evolution. Reich had said that pre-agriculture Europeans were “2-3 standard deviations” below moderns. I had interpreted that as IQ deviations of 15 points, making them genetic IQ 55-70, which would have been pretty crazy. Stone tells me he actually meant PGS deviations, each of which was about 3-4 IQ points, so he’s claiming that pre-agriculture Europeans had genetic IQ of 90 (they probably also had lower IQ for environmental reasons).,
In the debate around this question, many people asked - is it really fair to spend $6 billion a year to help foreigners when so many Americans are suffering? Shouldn’t we value American lives more than foreign ones? Can’t we spend that money on some program that helps people closer to home?
If you cancelled PEPFAR - the single best foreign aid program, which saves millions of foreign lives - the money wouldn’t automatically redirect itself to the single best domestic aid program which saves millions of American lives.
Instead, it would . . . well, technically it would sit unspent, because Congress earmarked it for PEPFAR, and the executive branch cannot re-earmark it. But probably something would happen, deals would be made, Congress would think about the extra money when deciding how much deficit spending to do, and eventually it would in some vague sense go back into the general pot of all other federal spending. This would take the pot from its current $1,500 billion dollars all the way to . . . $1,506 billion dollars. From there would go to the same kinds of programs1 that the rest of the pot goes to - like the Broadband Equity And Deployment Program, a $42 billion effort to give rural Americans Internet which, after endless delays, has failed to connect a single rural American.
Inline links: 1, Broadband Equity And Deployment Program
Testing for opportunistic pathogens in drinking water plumbing remains expensive, complex, and out of reach for many Americans. This project generated test protocols and lessons learned for researchers and laboratories to build capacity and increase public access to testing for (relatively) rare pathogens in treated drinking water in the United States and globally.
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
Since 2022, Alice has undertaken qualitative research in nine world regions: Mexico, Costa Rica, Brazil, Morocco, Italy, Spain, Britain, US, Poland, Turkey, India, Uzbekistan, South Korea and Hong Kong. Through this globally comparative analysis, she analyses the drivers and obstacles to gender equality. Gender interventions will be more impactful if they target locally binding constraints - in the Middle East, North Africa and South Asia, this is "the honour-income trade-off" (whereby male honour depends on female seclusion, and women tend to remain at home. Meanwhile, Latin America and the Caribbean face a different obstacle: pervasive violence elevates femicides. Over the past few years, she's held visiting appointments at Stanford, Chicago, and Yale, while providing policy advice to the World Bank, and sharing insights with a public audience via Substack (www.ggd.world). In April 2025, she gave a TedTalk on romantic love as an under-rated driver of gender equality.
Americans like to trip up their politicians at town halls by daring them to answer how many genders there are. The Aborigines would not be tripped up. They would immediately answer eight.
Lewis Morgan, the American who first made the discovery, suggested it was a relic of ancient group marriage (cf. grand 19th-century stage-based Theories Of Everything). Suppose that primitive cultures married entire families: a group of brothers from one family marries a group of sisters from another. This might explain the Australian system. If you didn’t know which sibling of a group was your father, then you might want to use the same word for “father” as for “paternal uncle”, for “brother” as “male cousin”, and for “husband” as “husband’s brother”, since there was no way of keeping track of which was which. Extend these principles, and you get something like the Australian system.
This system might seem pointlessly complex, an exercise in building castles in the air. But in the late 19th century, anthropologists from distant lands compared notes and noticed that the Iroquois of North America do the same thing, as do other scattered groups across several continents. So there must be some underlying logic. What is it?
Aside from two bright orange squares (gallstones vs. hypertension and hypothyroidism - I don’t know what’s up with this and it doesn’t seem to be a widely-appreciated result) we see that most correlations are zero or positive - that is, selecting against one disease selects against another or at worst does nothing. In this ocean of blue, worrying about those few orange squares feels a bit motivated. Hans Jonas-ism says that no medical intervention may ever cause any harm, no matter how much benefit it produces. By this standard, perhaps slightly raising the risk of gallstones in the process of preventing various cancers and psychoses and other forms of human misery is unacceptable. To anyone with the more normal perspective where something with large benefits and tiny downsides is still pretty good, I don’t think the antagonistic pleiotropy argument carries much weight. Ethical Objection: Cost No way around this one: if these products work, they mean that rich people can have healthier/smarter/taller/prettier kids than poor people. One might object that at least they’re in good company: other products which help rich kids get healthier/smarter/taller/prettier than poor kids include private tutors, gyms, hair salons, health insurance, clothing, books, and food. Is this really the time to declare ourselves against this kind of thing? But maybe we should fight against expanding this already-bloated category. Or maybe there’s something more final about a genetic advantage. Maybe a stronger argument is that rich people get first crack at every new technology, but poor people usually follow close behind. The first cellphone, in 1982, cost $12,000 in today’s dollars. Now you can get something a thousand times better for $50, and Kenyan pastoralists use cell phones to call up the local shaman. The trajectory of genetics has been even more striking: sequencing a single genome cost about $100 million in 2000 and is somewhere around $100 today. Polygenic embryo selection has the potential to follow a similar path. There are two associated costs - sequencing the embryos, and running the analysis. Sequencing costs are decreasing and may eventually be comparable to the sorts of genetic screening (for e.g. Down Syndrome) that most families get anyway. Analysis costs are mostly the one-time expense of inventing the predictor; we might expect these to follow the same pattern as generic medications, where cutting-edge technology is jealously guarded and expensive, but last decade’s technology has made its way off patent and is cheap-to-free. A few groups have already created free open-source predictors; so far these are much worse than the private companies’ versions, but one of last year’s ACX Grantees is working on a better one. Also, it would be crazy for any forward-thinking government not to cover this; it could save hundreds of thousands of dollars in future health care expenses. In countries with public health care, this comes directly out of the government treasury; even in the US, it’s covered by Medicare after age 65. The government should be begging people to select embryos. The most persistent cost barrier is likely to be in vitro fertilization itself, a necessary precursor. In the US, 2-3% of babies are born through IVF. For those kids, this is a no-brainer - even if the cost never comes down, the cheaper products are only a fraction of total IVF expense. What about the other 98%? If those parents feel like they have to get embryo selection (and therefore IVF) to keep up, this could be a significant burden. IVF isn’t fun - it requires pumping a woman full of mind-altering hormones for weeks, extracting eggs in a minor surgery, and then implanting embryos in another minor surgery, all with a decent chance that some step will fail and you’ll have to do it all again. It also costs $15,000 in the US (less in poorer countries), and unlike the genetics, the cost has barely gone down in the past twenty-five years. Some countries, including Israel, offer free IVF for anybody who wants it. And universal basic IVF is surprisingly popular even in the usually government-phobic United States - Donald Trump made it part of his campaign platform. So there’s a plausible path to embryo selection for everyone who wants it. But it’s still going to take a while, it will hit different people at different times, and so far11 there’s no way around the month or two of various miserable medical procedures for women. Ethical Objection: Personhood Is it really correct to say that you have reduced someone’s risk of breast cancer by 46%, if what you’ve really done is closer to replacing them with a different person who is 46% less likely to have breast cancer? I cover this one in more depth here. Ethical Objection: Race This one is awkward: right now the technology works best for white people. Most genetic data available for research/commercial use comes from the UK, US, and Europe - areas which are mostly white. Asian biobanks, and those serving US minority communities, have been more reluctant to share data. So we know a lot about the genetics of white people, and only a limited amount about the genetics of anyone else. Companies are suitably embarrassed about this, and researchers in the field are working hard to wring every ounce of information out of the minority data they have. But for now, white people are the clear winner. Here’s data from Herasight: A European family with five embryos and no family history can cut their diabetes risk by 47%, and an African family 29%, with everyone else in between. As usual, all companies say that they adjust their scores based on the couple’s genetic ancestry. As usual, Herasight challenges them to publicly release data on exactly how they performed the adjustments and how well they work. All companies say they are working as hard as they can to improve cross-ancestry portability, but that progress will remain limited until governments collect/release better genetic data on non-white populations. Ethical Objection: Selection At some point, you’ve got to choose. Genomic Prediction and Herasight offer scores that aggregate overall health risks. Some people will follow them slavishly. Other people will try to second-guess them - would you prefer your child have lower cancer risk, or less chance of heart attacks? And this is the best case scenario! Herasight offers predictors for IQ, height and BMI; Nucleus offers those plus eye color and hair color12. A parent might encounter a situation where the embryo with their favorite eye color also has the highest cancer and schizophrenia risk, and choose to doom their child to cancer and schizophrenia because they really want pretty eyes. On average, even if everyone in the world selected for eye color, it wouldn’t raise cancer and schizophrenia risk. No not-deliberately-perverse polygenic selection choice can make your child worse off in expectation. Still, suppose you got cancer, and your mom admitted that she selected you for pretty eyes and didn’t even check the cancer column of the embryo selection report. How would you feel? And would you feel better or worse than someone whose parents didn’t do embryo selection at all, and spent the money on a Caribbean vacation? What if they selected your brother for everything great, then had you naturally? What if they selected you for IQ, but actually you are very stupid, and you were one of the 20% of cases where a predictor that’s right 80% of the time gets it wrong? Mark my words, one day there will be entire subfields of therapy dedicated to these issues. Going Nuclear Even as outsiders criticize the whole field, Herasight has launched a full-scale attack on competitor Nucleus. Herasight’s white paper compares its own predictors (favorably) to those of Orchid and Genomic Prediction… …but refuses to acknowledge Nucleus at all. In a supplementary note, the authors explain why: they accuse Nucleus of being so bad that it would “not yield a reliable or meaningful addition to our analysis”. They say Nucleus has inflated the accuracy of their scores. This is most dramatic for a few conditions like ADHD, where the leading published polygenic score is based on 2,300,000 variants but explains only ~1% of variance in the condition. Nucleus’ score is based on 12 variants13 and (implicitly) claims to explain 3-6%. This doesn’t make sense. Some of Nucleus’ other scores do use millions of variants. But many of these are 5-10 year old scores downloaded from open-source catalogs, whose accuracy statistics are easily available and far less than Nucleus claims. Here is what Herasight finds when they double-check Nucleus’ numbers: On their Substack, Herasight also criticizes Nucleus’ monogenic screening product. They point out cases where it fails to properly screen for the conditions it claims. For example, the Nucleus website advertises screening for spinal muscular atrophy: But on their gene list… …they don’t screen for SMN, which causes 95% of spinal muscular atrophy cases. They only screen for UBA1, which causes a distinct and much rarer condition called x-linked infantile spinal muscular atrophy. Professional organizations publish guidelines for what genes need to be screened in a screening product, and Nucleus does not appear to be following them. In further discussion, Herasight continued with exhaustive criticism of essentially everything Nucleus had ever done down to the smallest detail. Nucleus reports list the same baseline disease risk regardless of patient ancestry, but different ancestry groups should have different risks14. Nucleus’ physician reports sometimes list lower-than-average risk for patients with positive polygenic scores15. Nucleus’ age-based risk tables don’t distinguish between age and cohort effects (is this bad? see footnote16). My favorite critique is that Nucleus wrote a blog post criticizing competing company Orchid… …which included a section on how Orchid is a polygenic selection company, and polygenic selection companies are inherently “sketchy” and “honestly should be illegal”. But Nucleus is also a polygenic selection company! This is like Marlboro attacking Camel on the grounds that cigarettes are addictive and should be banned! Obviously something went wrong here - my guess is AI - and it’s a really bad look, especially when these scientific issues are so hard to litigate, and so many of us will have to go off gestalt impressions of corporate culture. Nucleus states that they validate their models internally and intend to make their results public soon. A Foothill Of The Future It’s hard not to love this technology. Lots of people (and the aforementioned professional organizations) manage anyway, but it’s hard. If this were a single-use medical treatment, delivered by a doctor after someone got the relevant condition, it would be one of the biggest advances of the decade - imagine a drug that cures 10 - 40%17 of breast cancers with no side effects! But in fact, it works for breast cancer, and schizophrenia, and heart attacks, and approximately everything else. The only things comparable are antibiotics and GLP-1RAs. And then there’s the IQ effects. Even after studying the literature, people have wildly different opinions about the importance of IQ. One of the most important debates is to what degree IQ differences are a cause of poverty, a consequence of poverty, or both. I lean towards both - a country with limited access to schools and medical care will have low average IQ, but as a consequence it probably won’t become the next big semiconductor hub. This technology could close half the IQ gap between poor and middle-income countries, or between middle-income and rich. Or it could give rich countries average IQs that have never been seen before, and let us see what kind of O-ring technologies (and new forms of social cooperation) lie just beyond the frontier. (this is the nice quantifiable argument in favor of IQ enhancement, but I find myself more convinced by fuzzier things - how much is it worth to be able to enjoy great art and literature? To fully comprehend what we know of nature, and be able to fully appreciate the mystery of the rest? To have a sense of why society works the way it does, instead of feeling like you’re being blown back and forth by institutions you don’t really understand? Amateur psychoanalysts like to say that the only people who care about IQ are those looking for an excuse to boast about how high their own is, but my experience is the opposite: I care about IQ because I bang up against the limits of my own a thousand times a day, and I hate it. I fantasize about ways to make my children smarter than I am for the same reason a dog confined in a tiny crate might fantasize about getting her puppies adopted out to a nice house with a big grassy yard.) My biggest qualm is that it might not matter. This is such a tiny foothill, flanking such a vast and foreboding range of mountains, that it might be a mistake to care about it at all. Selecting the best of five or ten embryos is not a very effective way to get the genes you want. There are things in the pipeline that will make this look like Hippocrates draining black bile. By the time the first polygenically selected children are adults, they’ll be old news. And then there’s AI. The average age at diagnosis for Type II diabetes is 45 years. Will there still be people growing gradually older and getting Type II diabetes and taking insulin injections in 2070? If not, what are we even doing here? Many people in the transhumanist community are still bullish on this technology. They think - well, there’s still an outside chance that something comes up and AGI takes another few decades. If we can enhance humans to be smarter, healthier, and more determined by the time it arrives, maybe we’ll have a better chance. Or maybe, if there’s a positive optimistic vision of a human-based high-tech future, people will be more willing to delay AI in the first place. I like this argument, but I also think it’s worth stepping back. What’s the point of anything? Why have kids at all in a world that’s changing this fast? Why save for the future? At some point your answer has to be romantic and aesthetic - it’s never been clear whether anything you do matters in any ultimate sense, but you’ve got to act as if it does and hope for the best. From that perspective, this is the most romantic technology of all. You’re not just giving a better life to your kids. Genes travel from generation to generation; you’re giving a better life your grandkids, your great-grandkids and so on to the point 1.77*log₂(population) generations from now when you are the ancestor of everybody and nobody. Somebody in Macaronesia in 3525 AD will avoid getting breast cancer because of you (if there is still cancer; if there are still breasts). Some combination of reasonable cost-benefit analysis and romantic/aesthetic commitments makes me want to have children despite the uncertainty, and the same combination made me sign up to use this technology despite the same. More later on how that’s going. 1I’m slightly mixing up two different things here - Down Syndrome can be detected with an aneuploidy test, but cystic fibrosis takes a more involved PGT-M test. 2There are two separate questions here. First, how much would diabetes risk decline if you selected the embryo with the lowest risk for diabetes - something you have no reason to do, since you have no reason to privilege diabetes risk over risk of any other disease? Second, how much would diabetes risk go down if you selected the embryo with the lowest health risk overall? Genomic Prediction’s their risk calculator calculator shows, seemingly paradoxically, that you get -38% relative risk by selecting against diabetes alone, but -41% relative risk by selecting against everything at once. Over email, they stand by this surprising result, saying that “for a couple of diseases (type II diabetes and CAD), the EHS actually accomplishes a larger risk reduction than the individual predictors. The explanation is that the EHS takes into account multiple PRS of diseases with high comorbidity”. See eg Figure 3 here: …and the section of the post called “Antagonistic Pleiotropy” for more. However, this paradoxical benefit is only true for a few conditions like diabetes - for everything else, selecting on health index does better than you would naively think, but still does not decrease the risk of a given condition as much as selecting against that condition directly. 3That is, new mutations in that particular baby, as opposed to older mutations already present in the parents. 4Conflicts of interest: I have used Orchid’s and Herasight’s products on my own embryos (not the ones used to conceive my existing kids, but for a potential third child), employees of Genomic Prediction and Herasight have been extremely helpful in contributing expertise to ACX posts on genetics, and I might invest in this field at some point (though haven’t done so yet). This post started as Herasight asking me to write about their white paper, then spiraled out of control. There were some unexpected time pressures and the result is that I didn’t get a chance to run everything in Herasight’s white paper by their competitors as thoroughly as I would like. Although I talked to representatives of all four companies profiled here, I feel like this probably reflects Herasight’s perspective better than other companies’, and that this is a major flaw. If other companies have responses, I’ll publish them. Thanks to all companies involved for their assistance on this article. Finally, I am favorably disposed toward Herasight because of how I learned about them: a professor named Jonathan Anomaly got cancelled from Penn for being too gung-ho about genetic enhancement, and used his newfound freedom to join a very-early-stage Herasight, raise their ambitions, and sell everyone (including me) on the idea. I grew up on a diet of books and movies about mad scientists, and I’m a sucker for a story about a guy named Doctor Anomaly pursuing revenge against the small-minded fools who destroyed his career by creating a race of superbabies. 5The version of the tool I looked at said 5.9 points for five embryos, up to 9 points for twenty embryos. The version of the tool on their current said says 5.3 - 9, so they might have recalculated after I finalized this article. 6Used in quotation marks because these scores were fine for the predictive tasks they were applied for - they just weren’t finding genes that directly caused the outcome of interest. 7Conflict of interest notice: this table was originally unadjusted. A representative of Herasight claimed that this was unfair, because each company used slightly different reporting conventions, and offered to correct for this in a neutral way. I retraced their reasoning, confirmed that the correction did not especially benefit Herasight at the expense of other companies, and accepted the correction. The original unadjusted table is below: Herasight was insufficiently comfortable with Nucleus’ methodology to even be willing to posit a corrected value, so I left their self-reported value in gray. 8Zagorsky (2007) says an extra IQ point means $234-$616/year in higher salary. The midpoint of $425 equals $670 in today’s dollars; assuming a forty-year career, Nucleus’ +1 point estimate is worth $26,800 (vs. $9,249 Nucleus cost) and Herasight’s +6 point estimate is worth $160,800 (vs. $53,250 Herasight cost). 9As part of researching this article, I asked all four major companies about their within-family validation strategies. Here are some details: Genomic Prediction discusses their strategy in this paper. The results are complicated to interpret - the within-family numbers often have such wide error bars that they overlap with both the across-family numbers and with zero - but looking qualitatively it seems like most scores on average lose about 25% of their risk reduction ability (though averages might not be the right way to do this, and some might be much more affected than others). Their website reports unadjusted, not within-family validated numbers; GP says they say this clearly on their site (which is true), Herasight counters that they still present their numbers as applicable to embryo selection (which is also true). To get the most applicable-to-embryo-selection numbers, you might want to adjust GP’s stated numbers down somewhat; it’s hard to say exactly how much, but maybe 20 - 25%?
Inline links: Hans Jonas-ism, somewhere around $100 today., Donald Trump made it part of his campaign platform, 11, here, https://substackcdn.com/image/fetch/$s_!1Alk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1af69f39-f353-4aa6-acb9-d8c3b05c7bac_728x895.jpeg, 12, Herasight’s white paper, https://substackcdn.com/image/fetch/$s_!S7lY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F738260ba-8fe2-4647-8ca2-eeb4d13e0fce_605x341.png, 13, https://substackcdn.com/image/fetch/$s_!u7YE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F451c286b-c677-47af-8c07-f0d993a14384_612x345.png, their Substack, the Nucleus website, https://substackcdn.com/image/fetch/$s_!XmL4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77915b4-3b36-4908-8f9f-032b7cf865ff_562x432.png, https://substackcdn.com/image/fetch/$s_!bxjb!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2df9ffe5-17a3-4448-9a20-e9b27ac9a519_1250x795.png, publish guidelines, 14, 15, 16, a blog post criticizing competing company Orchid, https://substackcdn.com/image/fetch/$s_!MZCB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2cf9cbf4-825b-4373-9052-80e43c36febf_718x1035.png, 17, GLP-1RAs, O-ring technologies, things in the pipeline, everybody, nobody, 1, 2, their risk calculator, everything, here, https://substackcdn.com/image/fetch/$s_!jtkY!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd645c392-fed1-4f02-9a2e-878b8c7ef7f2_909x878.png, 3, 4, 5, 6, 7, https://substackcdn.com/image/fetch/$s_!Vimq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fca0f1f15-268d-465a-a70f-b7f1173c6111_566x166.png, https://substackcdn.com/image/fetch/$s_!3B0A!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faccc7a65-b142-4bf6-927d-53eb607d71ef_552x155.png, 8, 9
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These roots resemble the ancestral stock of modern potatoes (source) Andean peoples found all sorts of ways to prepare their potatoes. The most immediate method was to boil them into stews, soups, or mashes with local flavoring agents - herbs, salt, chilis. Earthenware ovens called huatias were used to bake them. With even more time, they could be fermented into tocosh, an edible paste with antibacterial properties. To get the spuds to really last, though, they were subjected to a natural freeze-drying method that produced shrivelled potato pellets called chuño. Repeatedly frozen by bitter mountain nights, baked in the sun, and stomped on to remove water, chuño remains shelf stable for up to a decade and can be rehydrated into a spongy, earthy, slightly less nutritious potato-like object. The ability to produce chuño on the Altiplano is thought to have contributed to the Incan empire’s military dominance of the region, since despite its generally unappealing gustatory properties it’s perfect for keeping troops fed on long marches. Chuño also allowed Incan civilization to stockpile surpluses against lean years and trade potatoes as commodities over great distances. It wasn’t the best way to eat a potato you harvested today, but it was the only way to turn a potato you have today into a potato you’ll have two years from now. That had immense value. After the Spanish conquest and the Columbian exchange, the potato made gradual inroads into the Old World, where the previous best root vegetables were often comparatively less nutritious parsnips and turnips. There was an initial adjustment period: new cultivars capable of growing in shorter hours of daylight had to be developed, objections to the absence of tubers in the Bible needed to be quelled, and the French eventually had to concede that potatoes do not, as they at first believed, cause leprosy. With these hurdles cleared, in the 19th century the potato spread out and became one of the easiest and most efficient ways to turn arable land into palatable calories the world over. National cuisines incorporated the new staple crop thoroughly, and it’s now hard to imagine Italian food without gnocchi, French sans vichyssoise, tapas without patatas bravas, a Eurasia bereft of aloo and rösti and colcannon and latkes. Europe’s new potato lovers also took to the simple recipe of boiling ‘em and mashing ‘em. While South America had lacked the livestock for dairy, in Europe the potato mash soon achieved its ultimate form with the addition of milk and butter, which impart a smoother texture and richer taste. Hannah Glasse’s procedure published in 1747 in The Art of Cookery Made Plain and Easy is, minus the long s’s, still just about how I make them today: Maſhed Potatoes. BOIL your potatoes, peel them and put them into a ſauce-pan, maſh them well ; To two pounds of potatoes, put a pint of milk, a little ſalt, ſtir them well together, take care they don’t ſtick to the bottom, then take a quarter of a pound of butter, ſtir in and ſerve it up. Nowhere was the potato embraced more thoroughly than in Ireland. In the early 19th century, extractive British demands on Irish agriculture to feed the armies fighting Napoleon reduced the available land for Irish farmers to feed themselves. Achieving maximum caloric density on the remaining land was paramount, and almost nothing is denser than the potato. Potatoes quickly became an integral part of Irish life, so essential to the food systems of the island that when a blight hit them in the mid-1840s it led to one of the most devastating famines in history. The failure of the potato crops created starvation and emigration so profound in scale that the population of the island still has not recovered to its 1845 level almost two centuries later. Among those millions of potato-starved emigres were my dad’s ancestors, who came to America in the decades following the famine. My great-grandfather, who bore the extremely Irish name Gerald FitzGerald, instilled in his children (including my grandmother) a reconstructed sense of Irish-American ethnic pride that included an affinity for corned beef and cabbage, Guinness beer, and the affordable practicality of mashed potatoes. As the generations marched on, those mashed potatoes turned out to be one of the only things my grandmother would make that my exceedingly picky father would eat. Their creamy texture and subtle starchy taste didn’t trigger the “ew gross” reaction he had to so many other foods. Mashed potatoes, just like the ones Glasse had written about more than two centuries earlier, became his favorite side - and eventually, when I finally got to try them, one of mine too. Whatever My Dad Had Been Eating at Home Was NOT Mashed Potatoes The chuño-chomping Incans were not the last military to rely on dehydrated potatoes for sustenance. In World War II, the US Army experimented with various forms of potato dehydration to help stretch supply lines. The easiest way to get a uniform potato commodity into the hands of G.I.s was to pulverize the potatoes into granules, dehydrate them, and then plan on bringing them back to life with boiling water in an imitation of “mashed potatoes”. These shreds resemble the ancestral stock of modern Instant Mashed Potatoes (source) The result was an affront. The potatoes were swimming in their own gluten, released during the granule-making process, which when mixed with imprecise water ratios made for a slop that was somehow both gluey and soupy. Immediately after the war, French’s (now best known for mustard) tried to introduce “instant mashed potatoes” as a consumer product category. America’s veterans were not having it. They didn’t want to be reminded of the awful slurry they’d had on the front. The commercial fortunes of instant mashed potatoes began to turn around a decade later, however, when food scientists in the US and Canada converged on methods for producing dehydrated potato flakes rather than granules. The flakes had substantial advantages. They didn’t get as glutinous when reconstituted. Their geometry made them easier to dry quickly, on the order of minutes or even seconds. Using a multi-step process called the “Philadelphia Cook”, they could lock in a more natural flavor. When prepared on the stove with butter and milk, they were supposed to turn out almost as good as the real thing without any onerous prep work on the part of the consumer. This raises the question, though, of why food scientists kept working on improving instant mashed potatoes a decade after they were no longer required for the war effort. If you’re no longer constrained by having to stick it to the Axis, why not return to Glasse-style maſhed potatoes in all circumstances? This is a pattern that recurs frequently in reading about American foodways of the 20th century: choices and innovations made under extreme duress in the World War II economy didn’t fade away when the duress subsided. Instead they echoed back into American life a few years later, despite the lean conditions that birthed them being replaced by extreme abundance. Why did America start eating like it was on a total war footing again when my parents’ generation was young? There are a lot of overlapping explanations. Here are a few: Industrial inertia: Companies that had spun up to supply a vast army didn’t want to shut down overnight, so they necessarily pivoted to the consumer market. Some of these efforts succeeded at entrenching new consumer categories (fish sticks, canned peaches) while others (hamburgers-in-a-can) did not.
Inline links: source, chuño, The Art of Cookery Made Plain and Easy, https://substackcdn.com/image/fetch/$s_!sdbs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F785f66d4-986b-476e-9008-311ff035bcc1_1600x1307.png, source
These shreds resemble the ancestral stock of modern Instant Mashed Potatoes (source) The result was an affront. The potatoes were swimming in their own gluten, released during the granule-making process, which when mixed with imprecise water ratios made for a slop that was somehow both gluey and soupy. Immediately after the war, French’s (now best known for mustard) tried to introduce “instant mashed potatoes” as a consumer product category. America’s veterans were not having it. They didn’t want to be reminded of the awful slurry they’d had on the front. The commercial fortunes of instant mashed potatoes began to turn around a decade later, however, when food scientists in the US and Canada converged on methods for producing dehydrated potato flakes rather than granules. The flakes had substantial advantages. They didn’t get as glutinous when reconstituted. Their geometry made them easier to dry quickly, on the order of minutes or even seconds. Using a multi-step process called the “Philadelphia Cook”, they could lock in a more natural flavor. When prepared on the stove with butter and milk, they were supposed to turn out almost as good as the real thing without any onerous prep work on the part of the consumer. This raises the question, though, of why food scientists kept working on improving instant mashed potatoes a decade after they were no longer required for the war effort. If you’re no longer constrained by having to stick it to the Axis, why not return to Glasse-style maſhed potatoes in all circumstances? This is a pattern that recurs frequently in reading about American foodways of the 20th century: choices and innovations made under extreme duress in the World War II economy didn’t fade away when the duress subsided. Instead they echoed back into American life a few years later, despite the lean conditions that birthed them being replaced by extreme abundance. Why did America start eating like it was on a total war footing again when my parents’ generation was young? There are a lot of overlapping explanations. Here are a few: Industrial inertia: Companies that had spun up to supply a vast army didn’t want to shut down overnight, so they necessarily pivoted to the consumer market. Some of these efforts succeeded at entrenching new consumer categories (fish sticks, canned peaches) while others (hamburgers-in-a-can) did not.
Inline links: source
The other foods in this category are obvious - McNuggets reconstituted out of pink slime, American cheese product, instant coffee, deli ham, Pringles minted from the very same potato flakes that go into IMPs. We’ve even developed a whole new health scare over them: “Ultra processed foods”2 are as demonized now as butter and whole milk were when my parents were young.
Inline links: 2
Meanwhile, tech companies with ten times as much money pretend that they’re cool and playful when their HQ has some rounded edges and a set of colored cubes in front. Do better! 22: Effective altruists have been funding teams working on lab-grown meat for almost a decade now. Around 2020, they hired some experts to double-check that this was possible in principle, and the experts wrote scathing analyses saying it was cost-ineffective by so many orders of magnitude that it was basically a pipe dream. Reactions were mixed, but a lot of us beat ourselves up and vowed to be less gullible next time. But now a new report comes out arguing that the previous reports were wrong, that lab-grown meat production is going much better than the earlier reports thought possible, and it’s more or less cost-effective already for the simplest products! Again, mixed reactions, and although some of the numbers are indisputable the analysis itself this is by a VC firm with lab-based meat investments. Here are some related Metaculus questions. 23: Ozy, citing Stutzman et al: “Afghanistan after the American withdrawal has the lowest life satisfaction rate ever recorded. Two-thirds of respondents rate their life satisfaction below 2, which is generally considered to be the point at which a life is no longer worth living. Life satisfaction dropped significantly after the withdrawal of American troops. Women, people in rural areas, and the poor were particularly negatively affected.” 24: Lencapavir is dubbed a “miracle drug” for AIDS; a single dose protects against infection for six months. Unclear how this interacts with PEPFAR cuts; if PEPFAR still existed it would be a big boost to its efficacy; now maybe this might be part of a strategy to tread water? 25: Did you know: when people first started making artificial ice in the 1850s, there was a backlash from people who thought it was gross and dystopian and that people should insist on natural ice for their iceboxes. From Pessimists’ Archive, which goes on to draw an analogy to lab-grown meat, etc (h/t Isaac King on X). 26: From Peter Hague (on X) and commenter Phaethon: why did so many Anglosphere countries see immigration spikes in 2021? 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: now a new report comes out, Here are some related Metaculus questions, Ozy, Stutzman et al, is dubbed a “miracle drug” for AIDS, Pessimists’ Archive, Isaac King on X, Peter Hague (on X), Phaethon, https://substackcdn.com/image/fetch/$s_!Ry-j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcea22939-8cf9-4b32-8494-511f01cb2758_964x755.png, 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
Is this convergent evolution? IABIED has three sections. The first explains the basic case for why AI is dangerous. The second tells a specific sci-fi story about how disaster might happen, with appropriate caveats about how it’s just an example and nobody can know for sure. The third discusses where to go from here. II. Does the world really need another ‘The Case For Why AI Could Be Dangerous’ essay? On the one hand, definitely yes. If you’re an “infovore”, you have no idea how information-starved the general public is (did you know 66% of Americans have never used ChatGPT, and 20% of Americans have never even heard of it?). Probably a large majority of people don’t know anything about this. Even people who think they know the case have probably just heard a few stray sentences here or there, the same way “everyone knows” about the Odyssey but only a few percent of people have so much as read one line of its text. So yes, exposing tens of thousands of people to a several-chapter-length presentation of the key arguments is certainly valuable. Even many of you readers are probably in this category, and if I were a better person I would review it all here in depth. Still, I find I can’t bring myself to do this, on the grounds that it feels boring and pointless. Why? The basic case for AI danger is simple. We don’t really understand how to give AI specific goals yet; so far we’ve just been sort of adding superficial tendencies towards compliance as we go along, trusting that it is too dumb for mistakes to really matter. But AI is getting smarter quickly. At some point maybe it will be smarter than humans. Since our intelligence advantage let us replace chimps and other dumber animals, maybe AI will eventually replace us. There’s a reasonable answer to this case. It objects to chaining many assumptions, each of which has a certain probability of failure, or at least of taking a very long time. If there’s an X% chance that getting smarter-than-human AI takes N years, and a Y% chance that it takes P years for the smart AI to diffuse across the economy, and a Z% chance that it takes Q years before the AI overcomes humans’ legacy advantage and becomes more powerful than us - then maybe you can find good odds that the danger point is a century plus away. And in a century, maybe we’ll have better alignment tech, or at least a clearer view of the problem. Why worry about vague things that might or might not happen a century from now? The problem with this is that it’s hard to make the probabilities work out in a way that doesn’t leave at least a 5-10% chance on the full nightmare scenario happening in the next decade. You’d have to be a weird combination of really good at probability (to know how to deploy enough epicycles to defuse the argument) and really bad at probability (to want to do this). There aren’t that many people who are in this exact sweet spot of probabilistic (in)competence. So everyone else just deploys insane moon epistemology. Some people give an example of a past prediction failing, as if this were proof that all predictions must always fail, and get flabbergasted and confused if you remind them that other past predictions have succeeded. Some people say “This one complicated mathematical result I know of says that true intelligence is impossible,” then have no explanation for why the complicated mathematical result doesn’t rule out the existence of humans. Some people say “You’re not allowed to propose that a catastrophe might destroy the human race, because this has never happened before, and nothing can ever happen for the first time”. Then these people turn around and panic about global warming or the fertility decline or whatever. Some people say “The real danger isn’t superintelligent AI, it’s X!” even though the danger could easily be both superintelligent AI and X. X could be anything from near-term AI, to humans misusing AI, to tech oligarchs getting rich and powerful off AI, to totally unrelated things like climate change or racism. Drunk on the excitement of using a cheap rhetorical device, they become convinced that providing enough evidence that X is dangerous frees them of the need to establish that superintelligent AI isn’t. Some people say “You’re not allowed to propose that something bad might happen unless you have a precise mathematical model that says exactly when and why”. Then these people turn around and say they’re concerned about AI entrenching biases or eroding social trust or doing something else they don’t have a precise mathematical model for. There are only a few good arguments against any given thesis. But there are an infinite number of insane moon arguments. “Calvin Coolidge was the Pope, therefore your position is invalid” - how do you pre-emptively defend against this? You can’t. Since you can never predict which insane moon argument a given person will make, and listing/countering every possible insane moon argument makes you sound like an insane moon person yourself, you just sort of give up - or, in Eliezer’s case, take a several year break to teach people epistemology 101. Why do these discussions go so badly? I am usually against psychoanalyzing my opponents, but I will ask forgiveness of the rationalist saints and present a theory. I think it’s because, if it’s true, it changes everything. But it’s not obviously true, and it would be inconvenient for it to change everything. Therefore, it must not be true. And since most people refuse to use this snappy and elegant formulation, they search for the closest thing in reasoning-space that feels like it gets at this justification, and end up with things like “well you need to prove all of your statements mathematically”. Lest I sound too dismissive, I notice myself reasoning this way all the time. The easiest examples I can think of right now: Some people claim that human sperm count is declining, and in ~20 years it will be so low that people cannot conceive naturally. If this were true it would change everything and we should stop what we’re doing and deal with it right now (see here for more). But this would be inconvenient. So we assume it’s probably false, or at least that we can deal with it later.
Inline links: https://substackcdn.com/image/fetch/$s_!Mf3D!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1905faaf-ea4f-4e84-9fb0-25a48170f7ff_534x153.png, take a several year break to teach people epistemology 101, usually against psychoanalyzing my opponents, rationalist saints, see here for more
4: It’s No Great Awakening. Claims of a revival in American Christianity among the young are not borne out by data. The country is no longer secularizing at the same rate as in the early 2000s, but there is no sign of any reversal.
Inline links: It’s No Great Awakening
Everyone who studies biochem asks themselves at some point “Why do cells need such long signaling pathways?” - ie so many chemicals whose only point is to activate other chemicals and so on in a chain, until the last chemical in the chain makes something happen. If I understand this paper right, it’s claiming that if each chemical has enough positive and negative inputs, this is analogous to a neural network, capable of making primitive decisions about cellular behavior. I asked some real biologists, who were not nearly as impressed with this thesis as I was and said that although these chains do help set cellular behavior, the analogy between levels of a chemical and the activation function of a neuron was too weak to carry so much weight. I still wonder whether insights from mechanistic interpretability could help us understand networks like these. 9: Political Symbols and Social Order: Confederate Monuments And Performative Violence in the Post-Reconstruction US South. Study claims that Confederate monuments reduced racial violence by serving as a substitute for it; when there was a Confederate monument in town, Southerners felt less need to enforce white supremacy in other ways. Therefore, removing racist monuments increases anti-black hate crimes. This finding is a little too cute, but I love imagining the world where we take it seriously and woke people demand a General Lee statue on every corner. 10: Sol Hando attends the Curtis Yarvin vs. Glen Weyl debate so you don’t have to. You won’t find many surprises about the content/arguments here, but it’s an interesting look at the personalities, the venue, and the debate as a cultural moment. 11: Pharmacy-blogger Benjamin Jolley becomes the latest Substacker to donate a kidney; congratulations Benjamin. My choice to donate felt right before I donated, it makes me feel satisfied that I did a good thing for another person, and it makes me feel like I’m making choices that are consistent with my belief system. The care team involved in the process were professional, exuded competence, and reassured me throughout the process. To others that I’ve discussed it with, it seems like a very large thing, which I suppose it is, but functionally the largest burden on my life so far has been that I haven’t been able to pick up my three year old when she asks me “hold me, daddy!”, because I’m not supposed to lift anything more than 10 pounds for the first 6 weeks after surgery. That burden will go away in 2 weeks. Completing all of the pre-operative blood draws, appointments, and other tests, plus my admission to the hospital in total took up about 100 hours of my life, mostly in the hospital recovering. While I hope that a few people in my sphere of influence will consider donating too (if you want to, filling out this form will connect you to your local hospital to start the process), my real hope is that we can solve the shortage of kidney donations more permanently. Zero people on the waitlist. People only on dialysis as a brief stopgap before they get their donated kidney. Let’s make that dream a reality. Inspiring words - but my personal strongest reaction was relief at learning that I wasn’t the only supposedly-competent health professional to bungle the urine jug. 12: The Case For A Technocratic Doge. This went an entirely different direction than I expected based on the title. 13: According to Justin Grimmer (X) and the Polarization Research Lab, there is been no change in support for political violence over the past two years: And related data from Jay Baxter here (X). 14: A surprising LLM failure mode: if you ask questions like “answer with a single word: were any mammoths still alive in December”, chatbots will often answer “yes”. It seems like they lack the natural human assumption that you meant last December, and are answering that there was some December during which a mammoth was alive. I find this weird because LLMs usually seem very good at navigating the many assumptions you need to communicate at all; this one stands as a strange exception. 15: Claim (X): some of the flags you see behind world leaders aren’t real cloth, but “flag cones” designed to avoid the problem where real flags might drape awkwardly and look wrong. 16: The oldest surviving joke book is the Philogelos (X) from ~300 AD. An Abderite hears that beans cause wind, so he hangs a sackful on his sailing ship.
Inline links: this paper, Political Symbols and Social Order: Confederate Monuments And Performative Violence in the Post-Reconstruction US South., attends the Curtis Yarvin vs. Glen Weyl debate, becomes the latest Substacker to donate a kidney, this form, The Case For A Technocratic Doge, Justin Grimmer (X), Polarization Research Lab, https://substackcdn.com/image/fetch/$s_!a9vN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fda934f72-6a31-4cec-bccd-46f7610c7fb4_2008x654.jpeg, related data from Jay Baxter here (X), A surprising LLM failure mode, Claim (X), https://substackcdn.com/image/fetch/$s_!47SM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F94cc58e5-9d0c-4ffe-8d75-340332cc1757_583x588.png, Philogelos
41: Related: NVIDIA is emerging as a new villain in US tech policy; they really want to be allowed to sell advanced technology to China, and are swinging their weight as World’s Largest Company to undermine anyone who who raises national security objections. David Cowan makes the case here: NVIDIA Is A National Security Risk. Steven Adler goes further, saying there is “widespread fear” among think tank researchers who publish work against NVIDIA’s interests. You would think that whatever the disadvantages of having an super-nationalist America First administration in power, at least they would be strongly against handing key military tech to rivals - but it’s not clear which way this will end up going.
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: 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
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: as a zero point, Language models improved my mental health, floor employment, @LaocoonofTroy, Big Paychecks Can’t Woo Enough Sailors For America’s Commercial Fleet, Study, @KierkegaardEmil, correctly predicted this, wrote in March of this year, Sam Bankman-Fried’s mother on why she thinks his trial was unfair, appealing his conviction, this one, this one, Trump pardons Juan Orlando Hernandez, Some sources, JOH and SBF were cellmates (X), is not impressed, on track to win, Bobby Fijan on X, https://substackcdn.com/image/fetch/$s_!Gj0x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd354a169-6127-4815-85b5-940414c632eb_603x900.jpeg, Nicholas Kristof writes, The World’s First Matcha Labubu Genocide, and in fact, Trump getting mad at Israel and deciding to pressure them was decisive in effecting the cease-fire, Doctors Without Borders, an adversarial collaboration in Asterisk explaining what they agree on
This 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
Obviously nothing real changes the exact second a new president is inaugurated, so people must be using questions about the economy to express their overall happiness about the state of the world. Alex asks whether increasing political polarization could make this worse. Both parties’ extreme factions share a tendency to treat the country as controlled by a hegemonic conspiracy of their enemies - the woke coastal elite Soros cosmopolitan establishment, or the neoliberal fat cat Koch Brothers tech oligarch blob. Does this mean everyone is getting some multiple of the “other party’s president is in power” effect all the time? 3: Discourse Downstream Of The Mike Green $140K Poverty Line Post … Shovacklerod writes: Scott have you read Mike Green’s viral post on this? His main argument is that the poverty line is miscalculated, but in context of declining middle class sentiments— The more interesting thesis is that there exists a “valley of death” where two parents in the workforce need a combined ~$140k salary otherwise the cumulative “participation costs” of a fast modern society (for example a phone plan or child care) make year-over-year capital accumulation near impossible. I haven’t, but other commenters suggest reading responses, including Noah Smith’s The $140,000 Poverty Line Is Very Silly, Jeremy Horpedahl’s The Poverty Line Is Not $140,000, and Tyler Cowen’s The Myth Of The $140,000 Poverty Line. Most of these focus on Green’s explicit errors - for example, he gets most of his cost-of-living numbers from Essex, NJ, an especially rich county, then compares them to average earnings. Correct half a dozen things like this, and the real poverty line is probably somewhere between $35K - $60K. The percent of Americans below this line continues to decline every year, as it has for decades. Green finally pseudo-apologized, lambasting the “mockery machine” of the “cognitive elite” but admitting that his post “was never intended to go viral and was written for my existing audience that tends to be pretty understanding that I don’t do this for a living, but rather as PART of my living” Still, many people took Green’s article as a starting point to contribute to the Vibecession discourse, so let’s go over the ones that touch on our topic in more detail. Lincicome titles his response The $140,000 Poverty Line Is Wrong, So Why Does It Feel Right?, and blames Baumol’s cost disease: As the Financial Times’ John-Burns Murdoch just detailed, Americans’ overall cost of living has improved over time, but certain highly visible and socially desirable services have become more expensive. That’s not a conspiracy against the middle class but instead just Baumol at work: “[A]s countries develop economically, the same productivity growth that drives down the cost of tradeable goods causes the cost of in-person services to balloon. Wages in sectors like healthcare and education that require intensive face-to-face labour, and have slow (if any) productivity growth, are forced upwards in order to attract workers who would otherwise opt for high-paying work in more productive sectors. The result is that even if people keep consuming the exact same basket of goods and services, as living standards in their country increase they will find more and more of their spending is going on essential services.” Sectors where productivity grows slowly and prices outpace inflation—health care, education, child care, personal services, housing (construction), etc.—happen to be the same ones that middle-class families notice most and that signal social status. As we’ve all gotten richer, moreover, these services have transitioned from luxuries to expectations. Throw in the hedonic treadmill and the fact that you can’t price-shop schools or hospitals the way you can TVs, and public alarm is all but inevitable. I’m suspicious of including “housing (construction)” on this list - couldn’t you use the same argument to reclassify any manufactured good as a service good? - but the rest of these are well-taken. Still, did Baumol or the other economists who first discussed the effect in the 1960s predict it would make people feel like things were outright worse, as opposed to just getting better less than would be expected from raw productivity numbers? Seems strange. Also, hasn’t the Baumol effect been basically constant since at least the Industrial Revolution? And isn’t the Vibecession only 5 - 20 years old? Matt Bruenig has his own response to Green, Why Do People Feel Like They’re Falling Behind? He bases his argument around this graph: …which is just making the common-sense point that, as society shifts from one-income to two-income families, the husband’s share of family income drops from ~100% to ~50%. So, Bruenig argues, if everyone is trying to keep up with the Joneses, and the Joneses are a dual-earner family, then this single working man has gone from making 100% of his comparison point, to making only 50%. This is a cool potential cognitive bias, but is anyone really making this mistake? Vibecession complaints hardly seem limited to men in traditional one-earner households wondering why they’re not making as much as the neighbors whose wife is a fancy lawyer. My impression is that they include both two-earner families who still feel like they’re falling behind, and (most of all) young singles who are comparing themselves to their young single friends where this issue never comes up in the first place. Matt Yglesias uses a similar strategy in You Can Afford A Tradlife. 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: writes, The $140,000 Poverty Line Is Very Silly, The Poverty Line Is Not $140,000, The Myth Of The $140,000 Poverty Line, The $140,000 Poverty Line Is Wrong, So Why Does It Feel Right?, Baumol’s cost disease, detailed, Why Do People Feel Like They’re Falling Behind?, https://substackcdn.com/image/fetch/$s_!E2rN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff94f8851-17f5-4a98-b1f8-349f568d23bb_1024x800.png, You Can Afford A Tradlife, https://substackcdn.com/image/fetch/$s_!ljt5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1b1176e8-f932-430a-b7e1-c699a5ecf15c_581x479.png, 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
It’s a lot easier to feel like you’re providing opportunities for your kids. The stereotypical rich-kid private uni is, even as a proportion of median income, still a lot cheaper than an Ivy and probably even an unremarkable liberal arts school. Unless you want to study business or law, there just aren’t private unis (there is one for medicine but it’s universally considered bad). Public uni is cheap and usually open access. If there is some kind of selection (eg medicine or architecture), it’s a standardized test, so you don’t have to worry about optimizing your kid’s extracurriculars, you can just have them do what they like or what is important to you. You don’t have to worry about living in a good school district because anyone can enroll in any public HS, and with very few exceptions private HSs are worse. If you are more aware about the state of the country than most of your co-nationals, and want to send your kid to study abroad, any other EU country is bound by treaty to treat them exactly like their own citizens, you just have to make sure they speak decent (not excellent, decent) English. The anxiety Americans have about setting up their kids for success is assuaged, partly because Italians are less ambitious but mostly because it’s objectively much easier to do so.
I find this pretty interesting. We all know stories of American opinions infecting Europeans, like how they’re obsessed about anti-black racism, but rarely worry about anti-Roma racism which is much more prevalent there. I’d never heard anyone argue the opposite - that the European discourse is infecting Americans with ideas that don’t apply to our context - but it makes sense that this should happen. I might write a post on this.
But it is *emphatically* false that “Boomers were a perfectly normal American generation”. They have served far more terms in Congress than any generation before or since (and we currently have the oldest average age of elected officials in a legislative body IN THE WORLD other than apparently Cambodia), they have dominated the presidency (look up the birthdate of every major party candidate since the 2000 presidential election...), they controlled the commanding heights of major companies, cultural institutions (especially academica).
I think this Against Against Boomers leaves out a common line of complaint: that boomers benefited from traditions they received and chose not to hand on. I’ve got a bit from Michael Brendan Doughterty’s My Father Left Me Ireland in my review: https://www.the-american-interest.com/2019/05/16/your-roots-shall-make-ye-free/
Will Trump turn America into a dictatorship? Make it great again? Somewhere in between?
If America nation-builds Venezuela, for whatever definition of nation-build, will that work well, or backfire?
If America nation-builds Venezuela, for whatever definition of nation-build, will that work well, or backfire? Some of these are long-horizon, some are conditional, and some are hard to resolve. There are potential solutions to all these problems. But why worry about them when you can go to the moon on sports bets? Annals of The Rulescucks The new era of prediction markets has provided charming additions to the language, including “rulescuck” - someone who loses an otherwise-prescient bet based on technicalities of the resolution criteria. Resolution criteria are the small print explaining what counts as the prediction market topic “happening'“. For example, in the Khameini example above, Khameini qualifies as being “out of power” if: …he resigns, is detained, or otherwise loses his position or is prevented from fulfilling his duties as Supreme Leader of Iran within this market's timeframe. The primary resolution source for this market will be a consensus of credible reporting. You can imagine ways this definition departs from an exact common-sensical concept of “out of power” - for example, if Khameini gets stuck in an elevator for half an hour and misses a key meeting, does this count as him being “prevented from fulfilling his duties”? With thousands of markets getting resolved per month, chances are high that at least one will hinge upon one of these edge cases. Kalshi resolves markets by having a staff member with good judgment decide whether or not the situation satisfies the resolution criteria. Polymarket resolves markets by . . . oh man, how long do you have? There’s a cryptocurrency called UMA. UMA owners can stake it to vote on Polymarket resolutions in an associated contract called the UMA Oracle. Voters on the losing side get their cryptocurrency confiscated and given to the winners. This creates a Keynesian beauty contest, ie a situation where everyone tries to vote for the winning side. The most natural Schelling point is the side which is actually correct. If someone tries to attack the oracle by buying lots of UMA and voting for the wrong side, this incentivizes bystanders to come in and defend the oracle by voting for the right side, since (conditional on there being common knowledge that everyone will do this) that means they get free money at the attackers’ expense. But also, the UMA currency goes up in value if people trust the oracle and plan to use it more often, and it goes down if people think the oracle is useless and may soon get replaced by other systems. So regardless of their other incentives, everyone who owns the currency has an incentive to vote for the true answer so that people keep trusting the oracle. This system works most of the time, but tends towards so-called “oracle drama” where seemingly prosaic resolutions might lie at the end of a thrilling story of attacks, counterattacks, and escalations. Here are some of the most interesting alleged rulescuckings of 2026: Mr Ozi: Will Zelensky wear a suit? Ivan Cryptoslav calls this “the most infamous example in Polymarket history”. Ukraine’s president dresses mostly in military fatigues, vowing never to wear a suit until the war is over. As his sartorial notoriety spread, Polymarket traders bet over $100 million on the question of whether he would crack in any given month. At the Pope’s funeral, Zelensky showed up in a respectful-looking jacket which might or might not count. Most media organizations refused to describe it as a “suit”, so the decentralized oracle ruled against. But over the next few months, Zelensky continued to straddle the border of suithood, and the media eventually started using the word “suit” in their articles. This presented a quandary for the oracle, which was supposed to respect both the precedent of its past rulings, and the consensus of media organizations. Voters switched sides several times until finally settling on NO; true suit believers were unsatisfied with this decision. For what it’s worth, the Twitter menswear guy told Wired that “It meets the technical definition, [but] I would also recognize that most people would not think of that as a suit.” Domer: Will Ukraine agree to the US mineral deal? AFAICT, this is the only case where the oracle genuinely broke down (as opposed to a legitimate disagreement). In February, it looked like both America and Ukraine had agreed to a mineral deal, but the oracle considered the question and decided this didn’t count as a full agreement (and indeed, the apparent agreement then fell apart). In March, a cabal of YES holders tried again. They waited for a time when all Polymarket employees would be out of the office, and when not too many people would be voting on the decentralized resolution oracle, then spammed it with calls to resolve to YES based on an argument that the February agreement had qualified after all. The YES holders and not-particularly-plugged-in oracle voters pushed the vote towards YES. Then, with two minutes to spare, a Polymarket employee showed up and said that Polymarket’s opinion was that it should be NO. This was technically framed as a recommendation to oracle voters, but it is so effective in establishing the Schelling point that it’s practically always followed. However, in this case, there were only two minutes left, which wasn’t enough time for the voters to change their mind. Seeing that the resolution was trending towards yes, the Polymarket representatives, not wanting to break their streak of always establishing the Schelling point, changed their own opinion to YES, and the final vote was YES 99%. Domer: How many people watched the Oscars on 3/5/25?: Kalshi’s resolution criteria for this market said they would resolve it when a major news source published Oscar viewership numbers. A few minutes after the Oscars, NYT published preliminary viewership numbers, without any caveats saying they were preliminary. The next day, they published another article saying that actually, the real viewership numbers were higher. Kalshi decided that the letter of the resolution criteria was met when NYT published its first article, and that NYT changing its opinion didn’t imply that Kalshi should change the resolution. Traders who bet on the later (ie correct) numbers were unsatisfied with this decision. NYPost: Will America invade Venezuela? On January 3, the US bombed Venezuela, sent in a Special Forces team that successfully captured President Maduro, and announced that they would thenceforward “run the country” (a claim they later walked back). Does this qualify as an “invasion”? Polymarket’s resolution criteria defined “invasion” as “a military offensive intended to establish control over any portion of Venezuela”. It didn’t seem like the US was trying to establish control over Venezuelan territory, exactly, so they resolved NO. Traders who bet on YES were unsatisfied with this decision. With one exception, these aren’t outright oracle failures. They’re honest cases of ambiguous rules. Most of the links end with pleas for Polymarket to get better at clarifying rules. My perspective is that the few times I’ve talked to Polymarket people, I’ve begged them to implement various cool features, and they’ve always said “Nope, sorry, too busy figuring out ways to make rules clearer”. Prediction market people obsess over maximally finicky resolution criteria, but somehow it’s never enough - you just can’t specify every possible state of the world beforehand. The most interesting proposal I’ve seen in this space is to make LLMs do it; you can train them on good rulesets, and they’re tolerant enough of tedium to print out pages and pages of every possible edge case without going crazy. It’ll be fun the first time one of them hallucinates, though. …And Miscellaneous N’er-Do-Wells I include this section under protest. The media likes engaging with prediction markets through dramatic stories about insider trading and market manipulation. This is as useful as engaging with Waymo through stories about cats being run over. It doesn’t matter whether you can find one lurid example of something going wrong. What matters is the base rates, the consequences, and the alternatives. Polymarket resolves about a thousand markets a month, and Kalshi closer to five thousand. It’s no surprise that a few go wrong; it’s even less surprise that there are false accusations of a few going wrong. Still, I would be remiss to not mention this at all, so here are some of the more interesting stories: Fhantombets: Who will win the 2025 Nobel Peace Prize? Twelve hours before the announcement, someone placed a large Polymarket bet on Venezuelan opposition leader Maria Corina Machado, bringing her probability from 4% to 73%. When Machado later won, observers suspected insider trading. But an account named fhantombets claims to have interviewed the winning trader; although he did not reveal his exact strategy, the interview better matches a story where he was good at navigating WordPress directories, and found that the Nobel team put a draft of the announcement up early in a nonpublic part of their WordPress site. He won about $70,000. LuishXYZ: Will the Russians capture Myrnohrad? This is a small town in Ukraine that the Russians obviously were not going to capture; the Polymarket price trended toward zero. The resolution criteria named maps by the well-regarded Institute For The Study of War as canon. A few hours before resolution, ISW updated their maps to show the the town captured by Russia, which was definitely false. Polymarket resolved to YES, and the fictional Russian advance disappeared. The Institute then issued a statement saying the map update was “unapproved”, and fired one of its staffers who had presumably been involved. The cheater’s exact winnings are unknown, but based on the size of the market are probably mid-6-digits. TechCrunch: What words will be used in Coinbase’s earnings call? Coinbase CEO Brian Armstrong delivered the company’s “earnings call”, ie a speech to investors about its recent progress. At the end, he said “I've been tracking the prediction market about what Coinbase will say on their next earnings call, and I just want to add here the words Bitcoin, Ethereum, Blockchain, Staking, and Web3 to make sure we get those in before the end of the call”. Armstrong is worth $10 billion and doesn’t need to manipulate a $50,000 market for the money - he later described his comments as “trolling”. Other crypto executives condemned the move, with one saying that “you need your head examined if you think it’s cute or clever or savvy that the CEO of the biggest company in this industry openly manipulated a market.” I might need my head examined, because I think it’s at least kind of funny. Forbes: Who will rank highest on Google Search volume this year? A trader called AlphaRaccoon got 22/23 of these Polymarket questions right, and has a history of implausibly good performance on Google-related questions. They basically have to be a Google insider, but (since all of this is done through crypto) nobody has a good way to figure out who. They made $1 million. NPR: Will Maduro be captured? Just before the secret operation that captured Maduro, someone placed a mysterious $32,000 wager on YES. Was this insider trading by someone in the administration or military? Nobody knows, since the profits go to an anonymous crypto wallet. But the article mentions that the crypto wallet appears to be cashing out through regulated KYC-compliant US exchanges, which suggests they’re not very worried about their identity getting discovered. Maybe they just got lucky after all. AlanMCole: How long will Karoline Leavitt speak at the White House briefing? Karoline Leavitt is Trump’s press secretary. On January 7, she held an ordinary press briefing. Kalshi had its usual market about how long the briefing would last, divided into bins of greater than vs. less than 65 minutes. At the 64:24 mark, Leavitt ended the conference in what appeared to be a sudden manner, and the “less than 65 minutes” bin shot from 2% to 100%. A viral tweet convinced many people that Leavitt must have been insider trading, but Cole counterargued that Leavitt could only have won about $4,000 from the market, which probably isn’t enough to risk one’s job as White House Press Secretary. Sometimes people just end press conferences at weird times. Cole concluded: Now, some opinions and generalizations, as someone who looks at prediction markets plenty (I’ll probably write something about my own experience with them at some point.) 1. This market, like many of them, is pretty stupid. I like substantive markets; this isn’t substantive. 2. The major prediction markets have a wildly undisciplined comms strategy where any attention is good attention, and they love implying all sorts of crazy wild west stuff is going on to get attention. 3. People do bet on things potentially subject to manipulation or insider trading. But usually the markets like that (such as duration of press conference, or stupid “what will be mentioned” markets) are small, especially relative to the wealth of key decisionmakers. 4. Losers in markets are huge whiners, and the more frivolous and tiny their bets, the more likely they are to whine. Sometimes in sports it’s pretty egregious. They’ll get mad at a team for running out the clock when ahead but under some spread they bet on. 5. Lower-quality financial news often doesn’t pay much attention to quantity. (For example, dumb stories about how a decisionmaker has a conflict of interest because they’re invested in an index fund which is 3 percent comprised of some company.) 6. Given the platforms’ undisciplined social media strategy of “promote prediction market chatter no matter what kind of chatter it is,” I don’t think this tweet rises even to the status of “lower-quality financial news.” Kalshi’s team, whatever their faults, are extraordinarily efficient at getting batched approvals of many near-identical markets with slight parameter variation; I’ve seen Tarek speak about this on Odd Lots. The result is they’ve got TONS of them, for better or worse. You’re gonna see 1-in-100 upsets on tiny Kalshi markets for as long as this regulatory equilibrium holds, even if nothing unusual is going on, simply because they’re publishing hundreds (thousands?) of markets per day. There’s a saying that you can’t con an honest man. This isn’t exactly true. But it’s easier to con people who are playing in a “what words will Brian Armstrong say today” market than people who are trying to do something useful, and I have trouble feeling sorry for these people when Brian Armstrong says silly words. Conditional Markets: A Modest Proposal Conditional markets (“decision markets”) are the strongest case for prediction markets potentially being revolutionary. The idea is - you may want to base a decision (like which candidate to elect) on an outcome (like how they’ll affect the economy). So you make two markets: If the Democrat gets elected, will the economy be good four years later?
Inline links: UMA Oracle, Keynesian beauty contest, Will Zelensky wear a suit?, calls this, told Wired, Will Ukraine agree to the US mineral deal?, How many people watched the Oscars on 3/5/25?, another article, Will America invade Venezuela?, stories about cats, Who will win the 2025 Nobel Peace Prize?, claims, Will the Russians capture Myrnohrad?, a statement, What words will be used in Coinbase’s earnings call?, described, Who will rank highest on Google Search volume this year?, Will Maduro be captured?, How long will Karoline Leavitt speak at the White House briefing?
17: Related: The Republic Unifying Meritocratic Performance Advancing Machine Intelligence Eliminating Regulatory Interstate Chaos Across American Industry Act (T.R.U.M.P. A.M.E.R.I.C.A. A.I. Act).
43: The last Emperor of Korea was overthrown by Japan in 1910. That last emperor has several living grandsons, who fight over which of them is the “rightful heir” (a meaningless title, as neither Korea recognizes the monarchy). A Korean-American tech entrepreneur, Andrew Lee, convinced one of these grandsons to adopt him, making him “Crown Prince of Korea”. Lee then created the “Joseon Cybernation”, a new, updated version of Korea located on (all of you have already predicted this) the blockchain. The only remotely surprising part of any of this is that Antigua and Barbuda, by all accounts a real country, recognized Joseon Cybernation and initiated diplomatic relations with them.
15: Epoch: Is Almost Everyone Wrong About America’s AI Power Problem? They say the US can produce enough electricity to keep scaling up AI until at least 2030, although it will be expensive.
In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.
While the general elections in the United States demonstrated the resilience of the country’s democratic institutions, the election process took place in a highly polarized environment. The election was well run, and candidates campaigned freely across the country with the active participation of voters. However, the campaign was marred by disinformation and instances of violence, including harsh and intolerant rhetoric. Repeated, unfounded claims of election fraud negatively impacted public trust.
On Friday, the Pentagon declared AI company Anthropic a “supply chain risk”, a designation never before given to an American firm. This unprecedented move was seen as an attempt to punish, maybe destroy the company. How effective was it?
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