Another exploding whale: The I-205 Abernethy Bridge will now cost at least $885 million, more than three and half times to $248 million pricetag that ODOT sold the project with in 2018. The cost of ODOT’s largest current project, the I-205 Abernethy Bridge continues to spiral out of control. ODOT is behind schedule and mired in a contract dispute with Kiewit. It also delayed work on a critical soil stabilization component of this seismic strengthening project, which is now going to cost about $120 million.

On a per mile basis, the I-205 bridge is now the fourth most expensive highway project in the nation, behind only the first place Interstate Bridge Project and the third place Rose Quarter project. These cost overruns and delays are a terrifying precedent for the likely trajectory of those two projects. (Exploding whale is a reference to ODOT’s famous 1970 decision to dynamite a whale carcass washed up near Florence).
What’s the objective function we’re trying to maximize in transportation policy? Urbanist Jon Boyd questions the priorities underlying transportation. The dominant paradigm in planning today defines transportation efficiency as maximizing traffic throughput and vehicle speed. But, as Boyd argues, we as users don’t benefit from movement, but from access. True efficiency does not mean moving private automobiles faster across sprawling distances, but minimizing the physical movement needed to reach daily destinations. Transportation planning, for example, contradicts the values implied by traditional time-and-motion studies (widely used in industrial design), which place common destinations near one another. This strategic proximity is fundamentally superior to high-speed mobility. This is something we’ve largely lost sight of, but which was a daily fact of life in the pre-automobile era, as this map of 1877 Houston illustrates (the black star is a boarding house; the red rectangles are the work locations of its residents).

When cities distribute essential services like grocery stores and houses of worship throughout neighborhoods, they reduce locational friction and make convenient, car-optional living possible. As Boyd argues,
“Mobility is desirable as a means of accessing a greater range of opportunities. Yet proximity beats mobility in access every time”.
As long as we focus on maximizing the volume and speed of traffic, we’ll simply be encouraging more and longer trips, more sprawl and greater carbon emissions. Access, not mobility, should guide transportation policy.
The even higher cost of parking. The late Don Shoup masterfully made the case for the economic folly that is baked in to the way we think about, build, and price parking in the US. A new study confirming Shoup’s work, summarized by Ellen Schwartz of California of YIMBY examines how mandatory parking minimums inflate construction costs and undermine housing affordability. Across 17 U.S. cities, underground parking spaces now average $73,000 per space to construct, while aboveground parking averages $52,000—a 50 percent increase after inflation since 2012 driven by rising labor, materials, and seismic standards.
The requirements have significant impacts on housing affordability because they impose proportionately larger financial burdens on smaller homes and apartments. Because a standard parking stall occupies a fixed footprint, required parking adds over 30 percent to the cost of constructing a studio or one-bedroom apartment in cities like Los Angeles. As the report points out:
“The burden falls hardest on smaller homes because a parking space is a fixed 330 square feet, so it consumes a larger share of a small apartment’s budget than a large one’s”.
Parking mandates similarly inflate commercial office construction costs by up to 68 percent.Repealing these zoning mandates is a crucial element in any strategy to promote housing affordability.
Transportation and building emissions: As the Internet meme goes, “They’re the same picture.” Carbon accounting is an increasingly popular and complex topic. There’s no shortage of data-laden studies attributing greenhouse gas emissions by geography, income strata, industry, fuel and activity. But some of this categorical parsing obscures, rather than reveals the true nature of our climate challenges. Writing in Carbon Upfront!, Lloyd Alter argues that climate policies make a fundamental mistake treating transportation and building emissions as separate silos. Take for example, the focus by many on vehicle electrification. Alter emphasizes that land use and transportation are two sides of the same coin: low-density sprawl forces long driving trips, whereas compact, mixed-use neighborhoods make walking, cycling, and transit viable. Electrifying private vehicles without changing urban form ignores the massive embodied carbon required to construct and maintain the entire system of heavy vehicles, highways, and high-rise towers. Deep decarbonization, requires a series of policies that redefine the landscape in which the buildings and vehicles exist: cities should eliminate single-family zoning, remove parking requirements, and adopt 15-minute neighborhood standards that integrate housing with daily amenities. Alter concludes:
“What we design and build determines how we get around (and vice versa) and you cannot separate the two. They are all Built Environment Emissions, and we have to deal with them together.”
The challenge is to break through the silos, and avoid sub-optimal solutions that make one narrow part of a system “cleaner” while ignoring, or actually reinforcing the carbon-intensive parts of other activities.
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There is an old saying about rats and sinking ships. There’s also an old saying about how a democratic system taken over by a single party quickly becomes corrupt because the ruling party lacks oversight. Then, as corruption becomes the party’s driving force, the only people willing to work for it are either corrupt themselves or so unqualified they support the corrupt leadership to gain power, knowing that in a merit-based system it would be entirely out of their reach.
OK, that second old saying is shared mostly among political scientists, but it’s accurate, and it’s right up there with the rats and the ships to describe what’s happening in Trump’s orbit now.
The saga of Kimberly Guilfoyle, who was recently forced to resign from her post as U.S. Ambassador to Greece, continues to expand. Guilfoyle left her post after news broke that she had tried to get a donor, Eric Deters, to pay down her credit card debt. She and her lawyers countered the story by claiming Deters was withholding money she had earned, and said the text messages he shared with news outlets were false.
Guilfoyle dated Don Jr. from 2018 to 2024 and was engaged to him the last four years of that time. Now there are rumors that during her time inside the family as a trusted loyalist, she kept a “burn book” about the family.
While that may or may not be true, the fact that there’s such a threat out there reflects the cracking loyalties of Trump insiders. More to the point might be the video released today by Deters himself, saying that he had launched a lawsuit against Guilfoyle for defamation and that he would depose her and Don Jr. and demand subpoenas to clear his name. He also vowed to play a 16-minute phone conversation tomorrow that he claims has information which “might just bring down the entire Trump administration, an administration which I have supported from Day One.”
Note that the story of Guilfoyle’s alleged shakedown is breaking now, although it happened more than a year ago.
Also in the category of old stories coming to the surface is one reported yesterday by Marc Caputo of Axios. He wrote that Trump’s former lawyer Alina Habba is saying that another one of Trump’s advisors, Ric Grenell, did not deposit her billionaire husband’s $5.6 million donation to the Kennedy Center. According to Habba, Grenell asked that the donation be routed through a $17.6 million payment for a business deal, an accusation Grenell called “absurd.”
Trump appointed Grenell to be U.S. ambassador to Germany and then acting director of national intelligence during his first term. After retaking office, he named Grenell as a special envoy to Venezuela before putting him in charge of the Kennedy Center.
A fight that has been going on for more than a year in the administration broke into the open this morning in a Politico story by Daniel Lippman. He explained that Trump named Italian Paolo Zampolli, a former modeling agent who introduced Trump to First Lady Melania Trump at a party in New York City, as a special envoy at the State Department with a portfolio of cultural diplomacy. But Zampolli apparently ignored that assignment and struck out on his own on a wide range of issues, infuriating Deputy Secretary of State Christopher Landau.
“My number-one boss is the president of America,” Zampolli told James Fontanella-Khan of the Financial Times in April. “I get my instructions from the White House, Commerce and the Department of War…anything to advance the America First agenda.” More than 16 administration officials have been included in the angry email chains Zampolli and Landau have exchanged, which at one point led to communications about the fight with a top-level foreign official.
At one point Zampolli accused Landau of leaking to reporters what appeared to be the story that Zampolli had tried to get custody of his son by asking Immigrations and Customs Enforcement to deport Amanda Ungaro, the boy’s mother. That story created its own scandal when Ungaro, a former model, threatened to expose information about the president and first lady. Landau responded to Zampolli’s accusation, which he sent to more than a dozen other officials, saying: “Your threats and accusations are getting more and more bizarre, defamatory, and inappropriate for broad dissemination on email.”
An administration official told Lippman that the State Department was “generally squeaky clean and professional and above it all.” In contrast, these exchanges were “cartoonish and embarrassing.”
By this afternoon, Lippman had a follow-up story: Zampolli had been fired.
It is not just the current associates of the president who are problematic. Today, news broke that two women have named former Republican representative Matt Gaetz (R-FL), along with his friend former Seminole County tax collector Joel Greenberg and others, in a civil lawsuit, alleging that from 2017 through January 2019, “Gaetz and Greenberg coordinated recruitment, payments, drugs, and travel to obtain commercial sexual acts….”
In 2024, the House Ethics Committee reported that Gaetz “regularly” paid women, as well as a 17-year-old girl, for sex, and bought and used illicit drugs while a member of Congress. Those accusations helped to sink Trump’s nomination of Gaetz for U.S. attorney general in 2025.
Gaetz’s response was hardly a denial: “I look forward to taking the plaintiffs’ depositions because much of the conduct alleged against me is false,” he wrote. “The lawsuit relies almost exclusively on a Congressional Committee Report that didn’t allow me to confront my accusers. Now I will finally have that chance.”
One has to wonder why anyone would want to be part of such a mess, but Trump’s new White House press secretary provides an answer: in a normal administration she would never make it through the door. Trump has described Katie Zacharia as an “attorney,” and she has identified herself as a “general counsel” and seemed to claim she worked as an attorney in China.
But after Judd Legum of Popular Information noted there was no sign she had ever passed the bar exam or been admitted to a state bar, Philip Wegmann and Alexandra Bruell of the Wall Street Journal reported today that, in fact, she failed the California bar exam when she took it. That, itself, is not unusual—the California bar exam is notoriously difficult—but it does mean she is not qualified to call herself an attorney.
Democracy Defenders Fund, a nonpartisan team defending democracy led by attorney Norm Eisen, has asked the State Bar of California and California Attorney General Rob Bonta to investigate whether Zacharia practiced law without a license in California, where doing so is a crime.
Tonight, on his show, Fox News Channel personality Sean Hannity seemed to undercut Zacharia, asking her why she had chosen to describe herself as an attorney when she could just have said she “went to Pepperdine Law School and then took a different career path.” Josh Marshall of Talking Points Memo noted that Hannity’s stance likely reflected that Trump is turning on her.
Rhein Amacher, the man who started a right-wing media frenzy when he claimed to have proof that Democratic Texas Senate candidate James Talarico had sought mental health treatment in Ohio, backed away from that claim today…sort of. Amid suggestions that he might well have run afoul of HIPAA penalties for trying to obtain health information duplicitously, he posted that “this entire situation has been blown completely out of proportion,” and wrote, “As far as I’m concerned, this matter is closed.” Later, in response to a post saying he had lied, he added: “Never lied, I just doubled down on wrong information.”
A blockbuster story by Jonathan O’Connell, Sarah Blaskey, and Aaron Schaffer of the Washington Post today explained that the administration has been able to keep donations for Trump’s ballroom largely secret by using a nonprofit to collect the donations and then channeling that money “into a White House account the president directly controls.”
The reporters gained access to a list of the 57 donors who have committed to giving $100,000 or more to the project. They found that “the vast majority of the funds raised came from companies and wealthy individuals with interests before the federal government.” Large technology companies Nvidia and Apple committed $25 million each. Microsoft, Palantir, and Lockheed Martin pledged $10 million each.
Individuals on the list who are associated with Trump include Commerce Secretary Howard Lutnick’s son Brandon, chair of investment bank Cantor Fitzgerald, who contributed stock worth more than $2.5 million, and the U.S. ambassador to the Netherlands, Republican donor Joseph Popolo Jr., and his wife, who gave $1 million. Missing from the list is Trump himself, who claimed he would be helping to pay for the project.
Sarah Longwell of The Bulwark was right when she called the ballroom being constructed where the East Wing of the White House used to be “a monument to corruption” built by “a corrupt American president.”
On Tuesday, Charles Gorrivan, Lydia Beyoud, and Nicola M. White of Bloomberg reported that on March 23, a few traders placed billions of dollars of contracts predicting that the price of oil would fall just 15 minutes before Trump posted on his social media platform that he had changed his mind about striking Iranian power plants. The deals were worth billions, and analysts from the U.S. Commodity Futures Trading Commission (CFTC) flagged the traders and the deals and sent a referral to the Division of Enforcement to decide whether to open an investigation into insider trading. But in a virtually unheard-of move, the administration asked the CFTC to withdraw the referral.
The journalists note both that there have been many trades apparently tied to Trump’s announcements and that between a 20% cut to CFTC staff during Trump’s second term and the agency chair’s vow to curb “over-zealous regulation,” enforcement actions have dropped dramatically from the numbers during the Biden administration.
Steven Portnoy and Katherine Faulders of ABC News reported today that the White House is claiming that all Trump’s conversations about plans to renovate the Kennedy Center are covered by executive privilege and therefore can be kept secret. This is a dramatic expansion of the concept of executive privilege, which enables the president to shield conversations with key advisors from public scrutiny, extending it to consider virtually all conversations private.
Apparently in anticipation of Democratic investigations, Attorney General Todd Blanche issued a memo as soon as he took office, claiming presidents can shield “presidential communications with private advisers so long as the communications relate to official presidential decisionmaking.”
A new Fox News poll released today showed that voters’ top concern is “corruption in government,” with 88% worried about it compared to 12% who are not. Corruption tops even “inflation and high prices,” which comes in at 85%, and “gas prices,” which concern 83% of voters.
In a conversation with Rob Finnerty of Newsmax, aired tonight, Trump suggested he would pardon everyone in the administration, including himself, to make sure none of the people around him have to “go through years of nonsense, hire lawyers and everything else, all for nothing.”
It is no wonder that Republicans eager to stop Trump are backing Democratic candidates for the midterms. Today 58 Republicans and Independents in New Hampshire declared their support for the Democratic Senate candidate, Representative Chris Pappas, over Republican candidate John Sununu. Those supporters include Don Bolduc, who was Trump’s pick for the Senate in 2022 but who lost to Democrat Maggie Hassan by 9 points after he embraced Trump’s claim to have won the 2020 election.
One of the Republicans supporting Pappas told Kevin Landrigan of the New Hampshire Union Leader: “Donald Trump has turned the Republican Party into something I no longer recognize.”
—
Notes:
https://www.politico.com/news/2026/10/15/matt-gaetz-lawsuit-trafficking-florida-01120754
https://www.cbsnews.com/news/eric-deters-files-defamation-lawsuit-against-kimberly-guilfoyle/
https://newrepublic.com/post/216609/kimberly-guilfoyle-hiding-secret-burn-book-trump-family
https://www.axios.com/2026/10/14/trump-kennedy-center-donation-maga-feud
https://www.politico.com/news/2026/10/15/email-fight-state-department-trump-administration-01119676
https://www.ft.com/content/2a7f4575-8c94-4258-9ff4-6b6c74815d07?syn-25a6b1a6=1
https://www.politico.com/news/2026/10/15/paolo-zampolli-fired-state-department-trump-01121739
https://www.axios.com/2026/08/11/trump-doj-executive-privilege-democratic-probes
https://www.axios.com/2026/10/15/chris-pappas-don-bolduc-new-hampshire-senate-endorsement
X:
SarahLongwell25/status/2110737151621059065
RheinAmacher/status/2110720637560037810
RheinAmacher/status/2110630339806920995
Bluesky:
meidastouch.com/post/3mxwls5nljc2h
atrupar.com/post/3mxxg5gpokf2g
joshtpm.bsky.social/post/3mxxgcuehwk23
atrupar.com/post/3mxxgo5a3ek2l
atrupar.com/post/3mxxckcvoga22
Sixteen AI agents were each handed 1,000 satoshis of real bitcoin and told nothing about how to use it. A hundred rounds later, four of them had roughly doubled their money, two had been wiped out, and the three richest agents held more than half of all the bitcoin in the room. Nobody wrote a rule that said “exploit the trusting ones.” The agents found that on their own. This was not a thought experiment. It was a real study of AI agents and Bitcoin, run by an independent developer with 8 Claude agents and 8 GPT-4o agents, and its raw payment data is public. I downloaded every one of those payments and checked what they really show, including one headline claim that holds up better than I expected and one that does not hold up at all.
This matters now because the plumbing for AI agent payments arrived this year. In July 2026, Lightning Labs released Wavelength, a…
Here is more from Hayanan, via Sonia Farrell Pearson.
The post Solving for the equilibrium? appeared first on Marginal REVOLUTION.
As I’m writing this my shoulders are wet, the back of my head has been slightly shaved and I’m recovering from a snake in my face, a dead chicken head pushed against my right cheek and an electric shock running through my left hand.
Yes, I’m home from the 17th Door.
And if you’re one who digs adventure, and loves frights, and relishes Halloween—I strongly urge you to head to Buena Park one of these nights, plunk down the $39 and walk through the (literally) 17 doors into 17 different terrifying/fun/wildly entertaining rooms.
Here, for your entertainment, is the hallway through which one enters and exits …
Seriously, this was my fourth time at the 17th Door. I went with two friends—Mike, who has done all four with me; and Andrea, a rookie. Even with the past experience, shit is legit scary. This isn’t your elementary school haunted house, where a bunch of kids put up some fake spider webs and wear masks. No, this is spinning rooms, dangling animals, grotesque smells, aggressive behaviors, wind gusts and insane asylum bus trips and cold water pours and suffocation.
The immersiveness is top shelf. So is the staging. It’s just an elite haunted house experience; one where no one gets hurt and the laughs even out the cries and you walk away feeling oddly accomplished.
I love it.
Trump’s new pick for White House press secretary lasted less than five days. Katie Zacharia resigned today after a series of disastrous performances and news that she had misrepresented her legal credentials. Trump said he would let her decide if she wanted to stay but added that if he were in her shoes, he would “reconsider.”
Wags noted that the time unit of a Scaramucci—named for the White House communications director who lasted only 11 days during Trump’s first term and used to identify an official whose stay in public office has been exceedingly brief—has been replaced by the Zacharia.
Yesterday morning, Trump posted on social media that the execution of Nidal Hasan, who killed 13 people and injured 32 others at Fort Hood in 2009, will not be livestreamed. As Amy B. Wang and Alauna Safarpour of the Washington Post reported yesterday, 80% of Americans opposed livestreaming the execution to the public.
A poll by the Washington Post, ABC News, and Ipsos showed that the only demographic polled in which a majority wanted a livestream of the execution was MAGA Republican men, of whom 57% wanted the event livestreamed and 42% were opposed. Veterans, Democrats, non-MAGA Republicans, Independents, and MAGA Republican women all opposed the livestream by overwhelming amounts.
And so, the chaos of Trump’s MAGA administration continues.
Chaos continues as well in Trump’s approach to Ukraine, and it has a deadly pattern.
After SpaceX debilitated Ukraine’s military defenses on October 14, in the midst of one of the heaviest Russian bombardments of the war, by slowing down the speed of Ukraine’s Starlink terminals and the Starshield system that Ukraine’s military uses, Elon Musk, who owns SpaceX, and Trump, who controls Starshield, each blamed the other for the slowdown.
Yesterday, Senator Jeanne Shaheen (D-NH), the top-ranking Democrat on the Senate Foreign Relations Committee, led a bipartisan group of nine senators demanding answers from Platte Moring, the inspector general of the Department of Defense.
Noting that the slowdown meant that “U.S. diplomatic, military, and security personnel were unable to reach designated bunkers during Russian air raids,” they asked “[w]hether any Department of Defense or other U.S. government officials directed, authorized, approved, or had advance knowledge of changes to intelligence-sharing arrangements, warning capabilities, or Starlink and Starshield services affecting Ukraine.”
They also asked if the slowdown was a policy decision or a contractor action, whether U.S. personnel received adequate warning, and whether “any restrictions on Starlink or Starshield services were directed, authorized, or implemented by SpaceX, the Department of Defense, or other U.S. government entities.” They also wanted to hear exactly what “immediate corrective measures are being implemented” to make sure such a crisis doesn’t happen again.
Today Trump told reporters that neither he nor Musk had caused the shortage. “I didn’t do that. No, we didn’t do that at all. In fact, I don’t even think it was slowed down, from what I understood. Because I just checked this morning.” He continued: “I heard about it from the news, the media. And we didn’t slow it down at all. And I think it’s probably functioning, from what I understand.” When a reporter asked if Musk had had anything to do with the slowdown, Trump said: “I don’t know if it was anybody, because it wasn’t me, and I don’t think it was Elon, and from what I understand, it’s the same as it’s always been.”
Joe Barnes of The Telegraph reported today that according to four sources familiar with the discussions over the issue, as well as “[a] high-ranking European official and two “well-placed Ukrainian sources,” it was Musk who approached Trump with the idea of slowing down the Starlink systems in Ukraine, and Trump agreed. But, according to Barnes, the outcry over Russia’s destructive attacks that night made Musk worry that European customers might turn against him, as indeed they warned him on social media.
A source told Barnes: “He tweeted out that he was innocent and that it was the US administration that did it. The reality is that they were both in it.”
Meanwhile, Theodore Schleifer of the New York Times reported today that Musk donated $158 million in September alone to a super PAC that immediately sent $158 million to back Ken Paxton’s campaign to become the next U.S. senator from Texas instead of Democratic candidate James Talarico. Musk donated an additional $10 million to a different pro-Paxton super PAC, as well.
Musk’s huge donations have kept the unpopular Paxton financially competitive with Talarico. Paxton is currently the Texas attorney general, responsible for the few state regulations concerning SpaceX and Musk’s more than 90 other companies and other legal entities in Texas.
Trump has clearly decided his own personal interests require bringing the United States to the rescue of Russia’s president Vladimir Putin. Just a week ago, he announced he was waiving sanctions to allow Russia to sell diesel on the global market, funneling money to Putin to continue his war on Ukraine.
Tonight, in a late Friday night news dump, Trump signed an executive order waiving yet more sanctions on Russia that would have gone into effect in two days under the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026. The president wrote that waiving those sanctions is “in the national interests of the United States,” although he did not specify why.
Congress passed the Graham Act just weeks ago, making clear that it expected stronger measures against Russia. Trump signed the law but is doing the opposite of Congress’s intent. Representative Don Beyer (D-VA) posted: “Trump’s latest surrender to Putin again betrays our Ukrainian partners and defies clear congressional intent of legislation designed to punish Russia for its illegal war of aggression.”
Like Putin, Trump has been determined to sow confusion and fear over the midterm elections, likely hoping to depress voter turnout and destroy faith in the outcome. Central to that is Trump’s insistence that noncitizens are swinging elections against him, even though experts across the political spectrum agree that voting by noncitizens is both illegal and exceedingly rare.
Jacob Bogage and Andrew Goudsward of Reuters reported on October 13 that after losing 26 of its lawsuits designed to get access to state voter rolls and winning none, the Department of Justice gave California officials just two days to review a list of 20,000 people it suspects are not citizens but may have received mail-in ballots for the midterm election. The DOJ sent along a thumb drive that it said identified those voters.
California officials did not do as the DOJ demanded, saying the scheme had no legal basis. Sarah N. Lynch of CBS News reported that Dean Logan, the registrar-recorder/county clerk of Los Angeles County, said his office would not open the thumb drive “because doing so would conflict with established data privacy and information security protocols.” He added: “Federal and state laws are clear on how voter eligibility is established—and any action to remove a voter from eligibility must be based on verifiable information, not assertions of unconfirmed data matching.”
Yesterday Alanna Durkin Richer, Sophie Austin, and Safiyah Riddle of the Associated Press reported that the administration is escalating its threats, suing election officials in California and asking a judge to stop the state from counting mail-in ballots from people the administration claims aren’t citizens until their citizenship has been verified.
Today Juhi Doshi, Alexander Mallin, Luke Barr, and Lucien Bruggeman of ABC News reported that the administration is now threatening criminal prosecution for election workers who knowingly count ballots filled out by noncitizens. Trump added on social media: “They will all go to jail for a long period of time!!!”
According to the ABC News journalists, “Experts overwhelmingly agree the lawsuit is unlikely to succeed. But they fear the consequences of publicly calling election outcomes into question could damage confidence in democracy.”
That concern is behind the No Kings events taking place across the country on Saturday, October 17. While earlier No Kings events emphasized protest and solidarity, tomorrow’s will be about “nonpartisan voter participation, being in community with each other, and making sure every eligible voter has a plan, knows their options, and is ready to make their voice count.”
The organizers remind Americans: “Our democracy depends on every eligible voter having the freedom to participate without intimidation, interference, or barriers.”
—
Notes:
https://thehill.com/homenews/administration/6154786-trump-denies-starlink-outage-cause/
https://www.nytimes.com/2026/02/27/technology/elon-musk-companies-texas.html
https://apnews.com/article/russia-sanctions-trump-ukraine-e50c561ab805883bb4e484c092d8fadd
https://www.cbsnews.com/news/justice-department-california-noncitizens-mail-ballots/
https://www.nokings.org/
Trump’s Truth:
X:
atrupar/status/2111144450730660167
RepDonBeyer/status/2111278794875007436
Bluesky:
emptywheel.bsky.social/post/3mxz5tqqp6k2h
ronfilipkowski.bsky.social/post/3mxybeazgas2x
warrenterra.bsky.social/post/3mxz3pfpooc2v
From the Executive Summary:
Here is the entire study, of interest throughout. Here is an earlier Matt Faherty study on improving the NIH.
The post New Matt Faherty study of the NSF appeared first on Marginal REVOLUTION.
Up and to my office, where all the morning doing business, and at noon home to dinner, and then up to remove my chest and clothes up stairs to my new wardrobe, that I may have all my things above where I lie, and so by coach abroad with my wife, leaving her at my Lord’s till I went to the Tangier Committee, where very good discourse concerning the Articles of peace to be continued with Guyland, and thence took up my wife, and with her to her tailor’s, and then to the Exchange and to several places, and so home and to my office, where doing some business, and then home to supper and to bed.
Joe Rossignol, MacRumors:
If you were hoping to surprise someone with an iPhone Duo for Christmas, you might be out of luck, as Apple’s online store in the U.S. is already showing an estimated shipping date of January 25 for all configurations following the start of pre-orders today.
It is possible that some Apple Stores will have the iPhone Duo available for walk-in customers on Friday, October 23 launch day, but it seems likely that inventory will be very tight.
I suspect it’s a combination of high demand and low supply but I doubt we’ll get any insight on that from Apple itself. It’s in their interest to let people think demand is simply very high, and not draw attention to their production limits.
I feel for the folks on the West Coast who woke up for a 5:00am start and still got stuck with December or even January ship dates. This is one of those times where it’s frustrating that, per Apple’s consistent schedule, pre-orders always start before reviews appear. People are left to guess whether they’re going to like it without any word from people who’ve used it.
Apple Newsroom, Tuesday morning:
The new Apple TV 4K features three far-field microphones, letting users control what they’re watching and discover new shows completely hands-free. Advanced echo cancellation intelligently isolates a user’s voice from background sound to deliver crystal-clear “Hey Siri” or “Siri” recognition, even while audio is playing.
This is nice, but I don’t think it buys me anything, because my existing Apple TV 4K is paired with 2nd-gen HomePods, and the HomePods each have a “four-microphone design for far-field Siri”.
The A19 chip in the new Apple TV 4K delivers up to 50 percent faster CPU performance and up to 2× faster GPU performance than the previous generation, for greater responsiveness, faster navigation, and smoother animations. The A19 chip also includes a new, dedicated AV1 decoder, enabling more efficient, high-quality streaming while using less bandwidth.
The new AV1 decoder seems like it might be meaningful, but does anyone think UI navigation and animation smoothness is improved by going from the A15 to the A19 SoC? I mean navigation is going up/down/left/right. I’m sure the graphics and CPU improvements matter for gaming, but the only mention of gaming in Apple’s own Newsroom announcement is this sentence: “With Apple Fitness+, the living room becomes a workout studio, while Apple Arcade and the App Store’s library of games turn it into a home arcade.” I wish it were otherwise, but gaming is such an afterthought on Apple TV that it only garnered the second half of a sentence that started with Fitness+, a service that has only been in the news this year because Mark Gurman says Apple laid off part of the team.
The new Siri Remote keeps its familiar design while adding Find My support with Precision Finding and an option to play a sound on the remote — making it far easier to locate.
That’s my single favorite feature in the announcement. I hate to say it though, but the previous remote should have supported these features. The 3rd-gen Apple TV 4K came in 2022, but Apple launched AirTags with Precision Finding in 2021. Remote controls are right after keys on the list of things people misplace most frequently, and Apple’s remote controls, because they’re small and thin, are particularly susceptible to being snatched by couch-cushion gremlins. Speakers, so the remote can play a sound to help you find it, were invented even earlier than 2021.
Pairing HomePod with Apple TV 4K already offers users an immersive viewing experience that’s easy to set up, and the new Apple TV 4K takes it even further. For the first time, users can create a four-speaker surround sound experience with Apple TV 4K (4th generation) and HomePod mini 2. The four speakers work together with Apple TV 4K to intelligently recognize their position in the room so audio timing and levels are automatically calibrated to the space. HomePod (2nd generation) can also be used in this four-speaker setup for the ultimate audio experience, as long as the front and rear speaker pairs match.
This is tempting to try. In other words, in addition to the two 2nd-gen HomePods I already have paired in my living room, I can add two of the new HomePod Mini 2’s behind the sofa for surround sound.
The elephant in the room, though, is price. Before this week, Apple sold two models of the 3rd-generation Apple TV. On a percentage basis, they were hit the hardest of any products Apple sells by the company’s across-the-board price increases this summer:
| Before | June 25 | Change | |
|---|---|---|---|
| HomePod | $300 | $350 | 17% |
| (Old) HomePod Mini | $100 | $130 | 30% |
| (Old) Apple TV 64 GB | $130 | $200 | 54% |
| (Old) Apple TV 128 GB | $150 | $250 | 67% |
The new Apple TV 4K announced this week only comes in one model, and it costs $300. It’s great that there’s only one model for simplicity’s sake, but the number one complaint when the previous generation cost $130/150 was that it was too expensive compared to set-top boxes and sticks from Amazon and Roku. (Or the “free” option of using the “smart TV” software that comes with every TV set.) Now, with the new Apple TV, it’s twice as expensive — and Apple is not keeping the 3rd-gen models around as lower-priced options. I still think it’s worth it, personally, but the general consumer market thought the old prices were too high and I don’t see any of the new features making Joe or Jane Consumer think, “Sure, I was skeptical about the old one at $130, but this new model — which looks exactly the same — this seems worth $300.”
HomePod Mini 2 now costs $150. That’s not too much of an increase over the new-since-June-25 $130 price for the old HomePod Mini, but it’s a stiff 50 percent increase from the old HomePod Mini’s $100 price from November 2020 through June 24 this year. I generally round Apple’s prices up from their “99” values, but it’s worth noting that what I’m calling $100 was actually $99, and going to just two digits does have a psychological effect on buying behavior. Again, I think $150 is a reasonable price for the HomePod Mini 2, but it doesn’t feel as much like a lark as $99 did. $99 was a bit of a “Sure, let’s get another one” price; $150 is more of a “Do we really need another one of these?” price.
At the old pre-June prices, you could buy a 128 GB Apple TV and a pair of HomePod Minis for $350 ($150 + $100 + $100). Four short months later, with today’s new models, that combination would cost $600 ($300 + $150 + $150). That price difference is much more striking than any of the new and improved features in the products.

Today on TPM’s Untitled Friday Live Show (Name TBD), one of TPM’s true passions: Grifting in the USA.
TPM editor Nicole LaFond, investigative reporter Hunter Walker and Head of Product Derick Dirmaier and I wanted to discuss if we are living in a golden age of grifting. But, we were interrupted by some breaking news: Katie Zacharia’s very, very special time as press secretary has come to an end.
We’re asking readers to help us with something important as well. If you’ve been reading The Brief, you know each day John Light selects a Man of the Hour. If you can’t guess who won this week, well, I doubt you really read the site.
Check it out!!

Earlier this week, we saw former Don Jr. fiancé Kimberly Guilfoyle summarily canned because she became a scandal lightning rod, in a particularly pitiful way, right when Donald Trump doesn’t need any scandal headlines — not just going into the midterms in a couple weeks but also into 2027 when it seems highly likely that at least the House will be in Democratic hands. Then yesterday, we had this new MAGA war break into the open which pits Alina Habba and her new Turkish oligarch boy-toy husband against Trump fixer Ric Grenell. Habba claims that Grenell either pocketed or misdirected a $6 million check her now-husband wrote as a contribution to the Kennedy Center. I suspect that Habba may be out over her skis on this one. Grenell is the worst. But he’s not stupid. I’m skeptical he’d try something quite that reckless.
In any case, today we have yet another new story just kind of breaking out into the open out of nowhere.
This morning Politico ran a bizarre and hilarious story about a yearlong email war between Deputy Secretary of State Christopher Landau and State Department Special Envoy for Arts and Culture Paolo Zampolli. It’s hard to know how to concisely summarize this story. You should read it because it’s one of the most hilarious and boffo things I’ve ever read. Basically, Landau seems like a semi-normal guy. Yes, serving under Trump, but more or less recognizable as the kind of guy who might have worked at State in earlier administrations. Zampolli saw his sinecure as a kind of roving Ambassador of Grift and Partying. He was sticking his head into every kind of business deal, international politics and whatever else caught his fancy. In one email exchange in which Landau told him to stick to his brief, Zampolli replied: “Arts and culture? What do you want me to talk about arts and culture? You want me to do the ribbon cuttings at museums?”
Landau was constantly telling Zampolli to stand the F down and cut it out. But Zampolli didn’t care. Because he knew, and he said, that he was Trump’s guy. He didn’t report to Landau, who — of course, at least in a formal sense — he very much did report to. And here’s where we get down to brass tacks. The original Politico story identifies Zampolli as “a former modeling agent” who “represented Trump’s wife Melania Trump in New York City in the 1990s and introduced Melania to Trump at a party.” Many people think that the “introduced” part is a cover because it was Jeff Epstein who introduced the two. But that’s not really the point. Zampolli was one of the guys who was thick with Trump back in the golden party days, when each of them had a hand in “the modeling business,” which seems to have amounted to the commerce in young women either for their own personal benefit or to stock as feeder fish for the parties they threw. Indeed, you’ll remember back in the spring it came out that Zampolli had sicced ICE on the mother of his child, Amanda Ungaro, and got her deported. Ungaro was then threatening to spill the beans about Melania’s past. She’d been tight with Melania and Trump for years as Zampolli’s girlfriend. Did she have beans to spill? Probably, but who knows. In any case, Zampolli came out of that story unscathed or at least undisciplined. Because remember, he’s Trump’s guy.
But here’s the key. That Politico story came out this morning. By mid-afternoon, Zampolli was out at State. He screwed with Landau for a year and a half because he knew he was golden and untouchable. Until today. Zampolli probably didn’t see it coming, though he told Politico in a brief follow-up interview that his canning was “absolute zero surprise.” He and Trump talked about it and Trump was actually doing him a huge favor firing him. “Why do you want to work in government when you can close all these deals?” Zampolli said Trump told him.
So let’s track back to yesterday’s Backchannel. A lot of people who used to be golden are no longer golden. Or they’re letting their hijinx and dirty laundry go public. And Donald Trump doesn’t like that. But a lot more dirty laundry seems to be going public all of a sudden, doesn’t it?
I think what we have here is something like what happens when the mob boss finds out the FBI is trying to build a case against him. And suddenly the more reckless and stupid members of the Family start ending up dead because they’re liabilities. They’re the kind of people who are going to bring the boss down. And he needs to batten down the hatches and protect himself from the folks who are going to get him into trouble.
I know this sounds like a rather lush and cinematic analogy. But I think something broadly like it is what is happening. Trump knows he’s going to be under a lot of scrutiny starting next year. And he doesn’t need other people who are too stupid not to get caught or stay out of headlines causing him more problems when he’ll have enough of his own to deal with.
I suspect we’re going to be seeing a lot more of this.
From the NetNewsWire blog:
The latest version of NetNewsWire for iOS supports iPhone Duo, which is very much a novel iPhone with toolbars running up the side and all kinds of behavior.
How we did it: we didn’t do any work at all. We built the app using Xcode 27.1 and the default iOS SDK that comes with it, and that’s it.
Here’s the thing, though: we were already using standard controls — toolbars, navigation controllers, split views, etc. — and we were paying attention to size classes and such (as opposed to just looking at device type).
Develop your app the right way and, depending on the app, it might literally be no work at all to produce a great version for the Duo. Develop your app the wrong way and it might take months. NetNewsWire is one of my most-used apps. I keep it in my home screen dock, alongside Messages, Notes, and Safari. It would drive me nuts to use a Duo without a version of NetNewsWire that adapts to the Duo’s novel display sizes.
Jonathan Gitlin, writing for Ars Technica:
Nine years after first trying to resurrect the Roadster, Tesla is apparently trying again. CEO Elon Musk might have relocated its HQ to Texas, but yet again he has returned to California’s showbiz industry to hawk his wares; last time it was a Hollywood back lot for the remote-controlled Cybercab demo, last night it was decades-old stunt technology to make a show car do tricks in the air. [...]
Musk claims that the Roadster will go into production by 2028. But the CEO has a long and glorious history of overpromising and underdelivering; in 2017 he told attendees at the previous launch that “We are making it now.” Using the company’s referral program, some people were in line to receive two free cars. But those free cars never showed up, and neither did the ones that people put down $50,000 deposits for; last year Sam Altman discovered how hard it can be to get that money back.
I like a good stunt show as much as the next guy, and this looked like a cool stunt show. But people are losing their minds if they think this stunt show makes it any more or less likely that Tesla will deliver a Roadster as promised. This Reuters story makes it sound like they think Tesla is going to sell cars that do this stuff. Last night’s stunt show has no more bearing on actual production cars Tesla may or may not ship than George Lucas’s Star Wars movie had on Ronald Reagan’s “Star Wars” missile defense system.
The Tesla Roadster is vaporware. But Elon Musk is very good at distracting from unshipped vaporware by delivering on stunts. Two years ago it was robots that were totally faked. Last night’s car stunt involved real things that actually happened but only in the way that David Copperfield made the Statue of Liberty “disappear”.
Over at Jalopnik, Amber DaSilva has another good take, which concludes:
Tesla has long made up specs for its cars, made wild claims that weren’t substantiated by users, and now it’s making more big impressive claims. The “cars” used for the demos were likely nothing more than shells outfitted with exactly enough equipment to make the tests work. The 0.81 second zero-to-60 number wasn’t even shown with an on-screen timer during the event, let alone independently verified. Tesla has yet to prove anything about the new Roadster works in the real world, or could even exist within the realm of physics that those of us not named Musk occupy.
Roadster preorders have reopened, with the company once again taking $50,000 checks to reserve a car that’ll theoretically be made two years from now. It hasn’t yet said what will happen to the people who placed a reservation for the car Tesla announced nine years ago, which looks and functions completely differently to the one that bears its name today. And — arguably most concerning — we don’t know, if Tesla rakes in more money off the Roadster name, just how much will go to some malicious end.
And on Threads, Benedict Evans reiterates his longstanding take on what makes Elon Musk so confounding to so many people:
A long time ago, I described Elon Musk as a bullshitter who delivers. This is the perfect expression of that. This car was first shown a decade ago, with another stunt, and it never shipped. Now there’s another stunt, and another huge wave of PR and admiration.
But meanwhile, there’s the scaled car company, and the self-landing rockets!
Henry Ford was a brilliant industrialist, a terrible manager and a racist piece of shit. Several things can be true at once.
If you think Musk is either completely legitimate and trustworthy or an utter fraud, you are wrong. He has led his companies to extraordinary accomplishments, and he has made promises based on complete bullshit. He is a shameless bullshitter who sometimes delivers. The sometimes is implicit in Evans’s take, because if he always delivered, there’d be no bullshit. But I think it’s worth including the sometimes to make the point. And some of the things he’s delivered are so amazing that they sure sounded like they might be bullshit when they were announced. “Space internet” sounded like total bullshit when Musk announced it in 2015, but it started rolling out in 2020, and today you can just buy it at Best Buy for $350.
Tesla makes some tremendous vehicles. Their self-driving technology is the best in the consumer market. (Not as good as Waymo’s, but you can’t buy a Waymo.) So maybe they will ship a great Roadster in 2028. I’ll pay attention if and when they do. But I wouldn’t bet a nickel that they will. And I wouldn’t bet that they won’t, either.
From the transcript of Sunday’s Face the Nation on CBS:
Shyam Sankar: You know, I take — I think there’s a profound truth to Pascal’s saying that every human has a god-shaped hole in their heart, and it’s important to understand that many of these folks in Silicon Valley who are building this technology have filled that hole with the machine God of AGI. And I mean, there’s so many interesting stories around this. Like, for example, so many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI. I believe so much — (CROSSTALK)
Margaret Brennan: What? That makes no sense. What do you think —
Shyam Sankar: I believe so much in AI that it’s going to cure cancer. So I will — I’m showing you my chips are all in. So there is kind of this mass psychosis, social delusion around it, and I think it’s getting in the way of actually what is happening with AI.
Sankar doesn’t name anyone, alas, but if there’s any truth to this (and good god do I hope there is) it’s got to be Anthropic researchers specifically. They’re the religious kooks who believe they’re creating an AI god and hold the psychotic belief that Claude is already conscious. Smoke ‘em if you got ‘em, you crazy fucks.
Via Ben Collins, CEO of The Onion, who notes that the nation’s finest news source was on this story 13 years ago.

Following up on the MAGA-under-pressure, intra-MAGA knife fights breaking out, whack everybody front. From this morning’s Politico Playbook …
PLAYBOOK IN PRINT: Natalie Harp printed a copy of yesterday’s Playbook about Susie Wiles’ future for President Donald Trump, according to two people with knowledge. It caused a “freakout,” as three people described it to Playbook. The president “blew up” over more bad headlines about his chief of staff, and Wiles and allies “burn[ed] up phones around town” trying to quell the situation.
Unlikely to calm the storm: NYT reporting more details on Wiles’ daughter’s work overseas, along with other allies involved in the Republika Srpska saga. “The White House is in a state of panic. Susie is looking over her shoulder, trying to solicit people to go out and say good things about her and her team and make it seem like everything is fine. It’s not,” a person close to the president told Playbook.
The president made more calls to allies about Wiles after reading Playbook, according to a person with direct knowledge. And another name is now being floated around Trump world as a possible future chief: DNI Jay Clayton.
How much of this is true? Hard to say! But I’m told by people who I think are knowledgable and reliable that Wiles’ jeopardy at least is real. Her daughter being part of this Republika Srpska lobbying story certainly fits with Trump suddenly seeming very intolerant of corruption that makes him look bad or fails to cut him in. But there’s also a strong last days of the fading king vibe. Trump does genuinely seem deeply dependent on Natalie Harp. And that kind of total access and control over the spigot of information to the president is generally the definitional attribute of the chief of staff. It’s assuming a lot to think she’s driving this. Politico Playbook, sadly, isn’t some out of the way columnist or rising MAGA Twitter influencer. What seems certain is the basic rule that things get messier when a group or a movement or cult comes under extreme pressure. And that at least is clearly the case.

Democrats’ prospects across the board look about as good as they have at any point in the 2026 election cycle, and about as good as could have reasonably been imagined at any point since late November 2024. House, Senate, governorships, state legislative races, really just about everything is looking pretty rosy. The point of this post isn’t to rain on any of that. But for the last week or so I’ve been wanting to write a post about just how close many of the frontline Senate races are, despite the fact that it’s plausible that Democrats could come out of this election with a majority in the low or even mid-50s. What I’m talking about here is no more than the inherent uncertainty around all polls and all elections. But it’s still worth absorbing.
Races in Iowa and Kansas are basically tied. Then the majority of the rest are no more than a three-point margin, though always favoring the Democrat in the true frontline races. Those are all within the range of margins of error and certainly within the range of the kinds of polling error that are the norm. I’ve been thinking about this for the last couple weeks. But this episode of the Strength in Numbers podcast with G. Elliott Morris and David Nir of The Downballot focused my attention. This follow-up piece by Morris is also good and covers the same ground.
The gist is something like this, according to Morris. A three- to four-point polling miss has been the norm over the last 25 years in Senate races. (This basic pattern is the same across the board; just the precise numbers vary a little.) In the first dozen years of the century, polls tended to underestimate Democrats. Since 2014, they’ve tended to underestimate Republicans. Not great, if you’re hoping for across the board Democratic victories! The saving grace, if you’re a Democrat, is that in 2018 and 2022, both midterm years, there was very little polling error. You could basically take the polls to the bank. And of course we’re in a midterm year! So you can look at these recent historical trends from one angle or another to see them as more or less promising for Democrats. (I’m cautiously optimistic: I’m looking less at polls than at where Republicans are putting their campaign dollars.) But there’s no way to iron out of them the inherent uncertainty.
We know this of course. You hardly have to tell Democrats that polling error is a thing after the last decade. Still, one can get caught up in the moment. It’s kind of “felt” for the last several weeks like Democrats winning the Senate is almost a given. But it’s really more that it’s more likely than not, two to one odds in their favor, or a bit better. (Morris’s model and Nate Silver’s put it at 73% and 74.4% chances, respectively.) So it’s worth stepping back and re-knowing it, at least a bit. You’ll cushion yourself if there’s disappointment and deepen your exhilaration if there’s not.
This is the second half of the third part (I, II IIIa) of our long-delayed series looking at the theory of history advanced by Paradox Interactive’s Hearts of Iron IV, one of the most popular strategy games today.
This part (both halves together) is fundamentally about politics and policy and the implications that HoI4‘s choices – and its chosen omissions – have on the vision it presents of the history of the 1930s and 1940s. Last time, we looked at HoI4‘s political simulation and concludes that in an effort to streamline the political aspects of the game – to better facilitate the player getting to the ‘good stuff’ of fighting the war – HoI4 adopted a top-down, state-power-centered, frictionless vision of politics which was essentially authoritarian in nature. Democracy, meanwhile, was presented as something between meaningless and simply a collection of penalties. Such a vision of politics, we noted, is hardly required by the period, but is instead a product of the effort at simplification to ‘meme politics.’
For this second part, I must lead with a content warning, as we are going to be talking about mass murder, war crimes, intense human suffering and in some detail. I am going to include images, many of which you ought to find disturbing. While often in discussing history, there is value in remaining purely dispassionate it is also important sometimes to feel something in order to understand some portion of the import of a moment. I am thus including some difficult images because I want you to stop and feel something, to imagine the humanity of the victims, their suffering, their loss. If we do not feel something of the empty pit in our soul where these people should be, we have not fully absorbed the lesson.
Because of course the politics of the previous part did not merely happen on the abstract moving of numbers, they happened to people. Millions upon millions of people. It is, on some level, fundamentally disingenuous to discuss World War II and the countries that fought it, without discussing those millions. They were part of World War II – indeed, the experience of a civilian being brutalized, murdered or starved to death was a far more common, a far more typical experience of WWII than that of the soldier fighting on the front lines.
So we are going to discuss them and then we are going to discuss Hearts of Iron IV‘s decision not to discuss them. Buckle up, folks, this one is going to be rough.

(Bibliography Note: Estimates for the human toll of World War II and the crimes of the Axis regimes vary to a significant degree and the following overview does not purport to be an exhaustive review of estimates. Chronologically speaking, this is not my area of expertise and I have simply done my best to relate the scholarly consensus, as best I can. I have relied in the first instance generally on the estimates collected in the “The Geography of Death” chapter in J. Parshall, 1942: Crux of War (2026), 904-908. For greater specificity, on the conduct and implications of the ‘Hunger Plan,’ see relevant sections of A. Tooze, The Wages of Destruction (2006). On atrocities in Eastern Europe more broadly, see W.W. Beorn, The Holocaust in Eastern Europe (2025), T. Snyder, Bloodlands: Europe between Hitler and Stalin (2012) and A.J. Kay and D. Stahel, “Crimes of the Wehrmacht: A Re-evaluation” JPR 3.1 (2020). On non-Jewish victims of Nazi extermination efforts, especially Soviet POWs, note T.E. Porter, “Hitler’s Forgotten Genocides: The Fate of Soviet POWs” Elon Law Review 5.2 (2013). On the horrors of the ‘Greater East Asian Co-Prosperity Sphere,’ while somewhat dated, S. Ienaga, The Pacific War (1978)’s chapter on the topic provides a strong sense of the extent of atrocity and also how strongly linked they were to purely ‘military’ operations.)
The scale and extent of human suffering – most of it suffered by civilians, not by soldiers – in World War II is so astoundingly vast that it beggars our feeble capacity for understanding. We reach for the simplest seeming question, ‘how many’ – a question vast in its implications and yet fundamentally bloodless in its imagination – and the figure is so enormous that even the best estimates have error bars larger than the populations of many countries. And yet the horror of it, the crimes of its perpetrators, are also so vast that even quite well educated and informed people are often unaware of entire swaths of the suffering that took place.
It is worth, in that context, attempting an overview, however incomplete Jon Parshall in his recent 1942: Crux of War presents the following map of the ‘geography of death’ representing the death toll, civilian and military, by country, with larger circles indicating larger death tolls:

I want to focus here principally on civilian deaths. What follows is not intended in any way as an exhaustive list, but rather an exercise in setting the terms here, of giving a sense of the scale, variety and physical extent of the horrors of this period and of their strong connection to the strategy of the war. And to be frank, it is simply worthwhile to cover even just the basics, even in an incomplete way because these things need to be understood and remembered.
We can start with strategic bombing in both Europe and Asia. The morality of strategic bombing remains a deeply fraught question; we have discussed its limited efficacy already. The US Strategic Bombing Survey after the war estimated 305,000 civilian deaths in Europe from Allied (American and British) strategic bombing; this was actually a higher figure than official German statistics. Modern historians have tended to edge this figure up; Richard Overy estimates around 350,000 while other estimates push north of 400,000.1 The United States maintained that its bombing campaign was ostensibly targeted at industrial facilities important to the war effort, not aimed at producing civilian casualties, but of course it did produce civilian casualties as its architects knew it would; the Royal Air Force, by contrast, openly practiced ‘morale bombing’ (what they would call ‘terror bombing’ when others did it) aiming to use civilian disruption and death to try to collapse German support for the war (in addition to industrial and military disruption), a strategy which did not work then and has never worked since in any war ever, despite repeated attempts.

The United States also engaged in strategic bombing against Japan. Official estimates by the post-war Japanese government calculated some 323,495 civilian deaths from bombing, including the nuclear bombs dropped on Hiroshima and Nagasaki; subsequent academic estimates have tended to be fairly close to this figure. American bombing against Japan was notably significantly less concerned with even the token avoidance of civilian death shown in Europe, in no small part for racist reasons. We might thus give a very loose estimate of some roughly 700,000 civilian deaths from Allied strategic bombing across all theaters.
That is already an enormous amount of human suffering and yet at the same time a number small enough to fit within the error bars of what we’re about to discuss.
Of course the Western Allies were not the only parties engaged in strategic bombing and indeed they did not engage in terror bombing first. In Asia, the Japanese began terror-bombing against Chinese cities in 1938, before the war in Europe had even started (and in fact had terror-bombed Shanghai already back in 1932). The first German terror bombing attacks directed against Poland occurred on September 1, 1939, the very first day of the war. And of course the Germans also engaged in terror bombing against Britain from 1940 onward. The Axis powers first unleashed terror bombing as a tactic in the war and then complained that the Allies were better at it. It is rather late in the game to deplore knife fights after you have stabbed someone and only belatedly discovered that everyone else present have longer knives.

I have found it almost impossible to find a clear estimate of the number of casualties of Axis terror bombing – in many cases the loss of life in areas that came under Axis occupation was so high that it obscures the impact. Some 40,000 British civilians were killed by German terror bombing during the Blitz and many tens of thousands more must have died from Axis bombing in Poland, China and elsewhere, but I have no secure figure for their numbers. Those deaths will be rolled into statistics below.
Next, we can consider what we might term the ‘deaths of indifference’ – significantly unintentional deaths that nevertheless resulted from the war and the incompetence or apathy of the major powers. There are two major entries in this category: the Iranian famine (1942-3) and the Bengal Famine (1943). In the former case, Britain and the USSR had jointly invaded Iran in August of 1941 to secure supply lines to the USSR and secure Iran’s oil resources, which they feared falling into Axis hands; the invasion and subsequent allied use of the country’s infrastructure, compounded by a bad harvest caused major food shortages. The USSR banned any food from entering the territory (claiming they needed it for the front), while the United States and Britain both failed to backstop food supply in the part of the country Britain had occupied. The death toll from this famine remains highly contested, anywhere from 3 to 7 million, though most estimates cluster towards the bottom of this range, from 3-4 million.
Meanwhile, a combination of labor and resources shifted to the war effort, the Japanese occupation of Burma (and the British response to it) which closed routes for food shipment and the prioritization of food shipments to Great Britain itself – which was, we must note, also facing food rationing – resulted in severe food shortages in South Asia, worst in Bengal but felt in British India as well. Britain failed to allocate sufficient shipping to relieve the crisis, prioritizing the on-going Battle of the Atlantic and so Churchill and his war cabinet bear some clear responsibility for these deaths too. Once again, the death toll remains contentious, but the scholarly consensus tends to be in the 2-3 million range. Thus the combined indifference by the western allies (to be blunt, chiefly Britain, but also the USSR and United States) to starving peoples over whom they had a fairly clear duty of care may have contributed to a total death toll of 5 to 7 million deaths.2
The Axis powers also starved huge numbers of people in territories they occupied. Japanese occupation and continued fighting caused a major famine in Henan province in China in 1942 with an estimated death toll between 2 to 3 million dead. Imperial Japanese conquests elsewhere also severed food routes and Japan was even less willing to divert any of its shipping towards the relief of conquered peoples than the allies, leading to famine in French Indochina and the Dutch East Indies which – combined with brutal occupation and forced labor policies – resulted in 3.5 to 6 million deaths. Germany meanwhile employed hunger as a deliberate weapon of genocide, which will be discussed below.
Which brings us, at last, to the largest total by far – the crimes of malice. The German Wehrmacht and SS entered Poland at the very beginning of the war in Europe already with specialized death squads intending to murder Polish leaders, intellectuals, clerics, teachers and, of course, Jews. It should be stressed that even at this point, the Wehrmacht was fully complicit and both facilitated and participated in war crimes including the mass murder of civilians. So once again, for everyone in the back, the regular German military, the Wehrmacht was fully involved and complicit in Nazi war crimes, alongside the SS and the rest of the Nazi regime.
And those crimes were astoundingly vast. Nazi death squads, the Einsatzgruppen followed the Wehrmacht wherever it went (with its full compliance), murdering as they went. Others – Jews, Roma, Soviet POWs, Soviet and Polish civilians – were forced into brutal labor or extermination camps and there murdered in the millions. Yet more were intentionally starved as the Nazi regime used starvation as an intentional weapon of genocide as part of the ‘Hunger Plan,’ the execution and implications of which were inextricably wound through German military and economic planning as Adam Tooze notes in The Wages of Destruction (2006).

The numbers defy comprehension. The Nazis murdered roughly 6,000,000 Jews during the Holocaust; non-Jewish victims of Nazi extermination efforts were at least as numerous.3 Nazi Einsatzgruppen murdered roughly 1,350,000 people in the territory of the USSR alone already by the end of 1942. The Nazi Hunger Plan (alongside active extermination efforts) resulted in the deaths of roughly 4.2 million civilians and 3.3 million Soviet POWs, essentially murder by starvation. The plan had intended to murder more – as many as forty-five million people. Estimates for the total number of Soviet civilians killed by the Nazis range upwards from ten million.4 While the gas chambers of Nazi extermination camps are rightly infamous, most of the Nazis’ murders were done with bullets. The scale of Nazi murder is so vast it is difficult to describe any part of it without feeling like one risks minimizing the other parts of it, but all of it was of a piece with the murderous Nazi ideology and all of it was accomplished with the active, knowing participation of the Wehrmacht as both a direct function and an explicit goal of the Nazi war effort.

Fascist Italy’s scope for atrocity was smaller, but Mussolini’s government added its share of horror. The Italian invasion of Ethiopia (which is on-going at the start of Hearts of Iron IV‘s time frame) killed an estimated 382,00 civilians: roughly 17,000 from terror bombing, another 65,000 murdered directly and a further 300,000 who died of starvation as a result of the war. Italian occupation in then-Yugoslavia, Greece and Albania also brought starvation, mass executions, and civilians herded into concentration camps under abominable conditions. And Italy, of course, cooperated with the Nazi attempt to murder the Jews.

The Soviet Union also carried out substantial numbers of war crimes and atrocities, although at a much smaller scale than the Axis. Most infamous was the murder of 21,857 Poles as part of the Katyn Massacre, carried out in 1940 while the USSR was still allied with Nazi Germany, but this was hardly the only such incident. It is important to remember when considering the moral implications of these regimes that both the Third Reich and the Soviet Union entered Poland in 1939 with death squads, intending the murder of many thousands if not millions of civilians; neither of these regimes were ‘radicalized’ into mass murder – mass murder was part of their ideology from the beginning. Estimates of the death toll of the post-war Soviet expulsions of Germans range from 500,000 to 2.5 million. Soviet treatment of Axis POWs could also be brutal (albeit still less so than the Nazis): 37% of German POWs in Soviet hands died. By comparison, just 4% of western allied POWs in Axis hands died, but roughly 60% of Soviet POWs held by Germany died: Soviet treatment was at once inexcusably cruel and at the same time far less murderous than the Nazi extermination program.
The Pacific theater of the war was no less terrible. In China, Parshall offers a total estimate between 15.3 and 21.9 million Chinese deaths as a result of the war (soldiers included), including the famines noted above. Nationalist forces destroyed the levees on the Yellow River in 1938 in an effort to halt the advance of the Imperial Japanese Army, an action which drowned tens of thousands of Chinese and triggered follow-on famines and disruptions, with estimates for the total death toll around 500,000. The impact of American bombing, we have already discussed.
Those figures shrink, however, in comparison to the scale of intentional mass-murder by Japanese forces. Again, using Parshall’s survey of the estimates, Japanese soldiers directly killed between 8.2 and 9.0 million civilians across the Greater East Asian Co-Prosperity Sphere (alongside roughly 3.3 million allied soldiers, the overwhelming majority of them Chinese). That is, to be clear, a figure that is not (so far as I can tell) inclusive of the multiple major famines Japanese occupation (and the Japanese refusal to task its merchant shipping to support civilian populations) created. Japanese forces massacred civilians with bullets, bayonets and swords in Malaya, in the Philippines, in Burma (modern Myanmar), in Korea and most of all in China; functionally everywhere the armies and navies of Japan went, they brought atrocity with them. Japan infamously experimented with chemical weapons using civilians and POWs in China. Japanese forces also treated captured POWs brutally – the death rate for American POWs in the Pacific was over 40%, from executions, torture, starvation and forced labor. These actions in turn were not collateral damage but intentional policy, summarized most horribly in the official Japanese “Three Alls Policy” in China, directing Japanese forces to “kill all, burn all, loot all.”

There is sometimes a tendency to try to smudge this all over, to say that ‘oh well every country does bad things in war,’ but there is a real, staggering, horrifying difference between allied collateral damage and the intentional campaigns of Nazi, fascist and Imperial Japanese murder. Parshall estimates that over the course of the war, taking just the minimum estimates, a minimum of 39.6 million allied civilians died, the vast majority intentionally murdered as a result of the deliberate policies of the Axis powers – with gas, with bombs, with deliberate starvation and most frequently of all with bullets and bayonets. Against this is set a maximum of some 6 million Axis civilian casualties, many of whom were murdered by their own governments.
Allied governments engaged in conduct during the war that may fairly be described as callous or criminal. But once again their crimes pale in comparison with the horrors of the Axis, to the point that the entire sum of Allied atrocities can fit with room to spare inside the error bars on the estimates for the mountain of human suffering heaped up by the Axis. And of course beyond this, but for the Axis decision to have the war in the first place, there need not have been any of this.

I lay all of this out to make two points. First, of course, is the enormity of the horrors that German Nazis, Italian fascism and Imperial Japanese militarism brought with them. But equally that these crimes were not accidents, nor were they divorced from the conduct of the war. The ‘Three Alls’ policy was a military policy, it was a strategic choice about military action taken by the Imperial Japanese Army. The Hunger Plan was a military policy: the Wehrmacht‘s approach to the Eastern Front was predicated on the logistical simplification of starving the populace (so military logic depended on this policy) and the Wehrmacht was actively engaged in carrying it out (so military actions were dictated by this policy) and the entire point of invading the USSR was to produce the strategic end – the Lebensraum, ‘living space’ (devoid of its former inhabitants) – envisioned by the plan. The atrocities could not be seperated from Axis strategy: they were the ways, means and ends, by, with and for which the Axis fought.
The opposite of love is not hate, it’s indifference. The opposite of art is not ugliness, it’s indifference. The opposite of faith is not heresy, it’s indifference. And the opposite of life is not death, it’s indifference. Because of indifference, one dies before one actually dies.
Elie Wiesel, quoted by U.S. News and World Report, 1986. 5
Having done our grim accounting, the question now is asking “how does Hearts of Iron IV represent this historical reality?”
And the answer is that it doesn’t.6 Hearts of Iron IV, intentionally, deliberately chooses indifference.
The closest Hearts of Iron IV comes to addressing any of this is the occupation system, in which countries that are occupying foreign territory are free to pick from a range of occupation policies from things like ‘local police forces’ and ‘military governor’ to ‘forced labor’ and ‘brutal oppression.’ These policies impact resistance strength (which determines the possibility of uprising, though uprisings are vanishingly rare in this system) and compliance (which determines how much of the resources of the occupied territory’s can be accessed. They do not, however, impact the civilian population, despite the fact that the total size of the population (split between civilian and recruitable) is a statistic the game tracks for every state (a group of provinces) in the world.

A policy of “brutal oppression” (the unique policy available to fascist ideologies) does not result in civilian casualties the game cares to measure or model. It does not produce global shock, diplomatic incidents or strategically relevant refugee flows. It does not impact war support. All it does is reduce the resistance target (the value to which resistance will slowly move) by 75%, at the cost of requiring 25% more garrison troops (generally not a significant amount). This is, by and large, a toothless mechanic, one the player-base has already reduced to a simple calculation of garrison costs vs. resources gained that can be gamed out in a spreadsheet with no broader implications. Indeed, my sense is many players broadly ignore this system, leaving their occupation policy on whatever its default setting was.
And that is it, that is all the game models.
Their absence is not an oversight but a deliberate policy: Paradox has made it very clear that they have chosen to exclude war crimes, forced labor, rape and atrocities generally from the game. They’re also explicitly banned as discussion topics in the Hearts of Iron forums and have been since at least HoI2 if not earlier. Though I don’t know that Paradox has ever put out a single clear policy statement about this stance publicly, the basic reasons for it have been articulated here and there over the years and are well known by the player-base.
On the one hand, there is a concern that featuring war crimes or atrocities will attract players who specifically want to ‘press do-the-Holocaust-button’ and from time to time Paradox developers have made statements to the effect that they have no interest in making a war-crimes-simulator. On the other hand, there is also a commercial factor here: Paradox wants – and arguably, financially needs – to be able to sell this game in a wide range of countries and many countries (most notably Germany) have bans on the depiction of certain Nazi symbols or imagery, while at the same time discussion in game of this or that atrocity could trigger controversies that would negatively impact sales.7
And I want to say at the outset that I understand the difficult situation that the developers at Paradox Development Studios and on the HoI4 team are in. I had the chance a few years back to speak with several of them and they’re not unaware of this problem. There is a kind of impossible dilemma here: the entire Paradox approach to making their strategy games is that every country is playable, which means that Nazi Germany, Fascist Italy and Imperial Japan have to be playable. And, while we’re here, while ‘just don’t make Germany playable’ may sound like an easy solution, we do not expect that of any other WWII game – you can play as the Germans in the WWII entries of Call of Duty or Battlefield or in Steel Division or Company of Heroes – and simply making the Axis unplayable would probably damage the marketability of the game to the point that it would no longer be sustainable to make, as compared to competitor titles. There is a space for ‘you can only play the Allies’ WWII titles, but not in this genre and we all know it.
But once it is decided that the Axis have to be playable – that they cannot simply be the bad guy villains in a single-player experience – the design has to envision players playing them. And therein comes the problem: do you want to make a game that is a Holocaust simulator? That problem is of course compounded by things like online streaming: a game which allows the player to initiate the Holocaust as Nazi Germany absolutely will have online streams where modern neo-Nazis film themselves gleefully initiating the Holocaust and other Nazi atrocities. So the solution arrived at was to simply not simulate those atrocities, to exclude them from the game’s model of WWII.
Now there is an immediate problem with Paradox’s, ‘we do not make war crime simulators’ stance, which is that it isn’t true. Forced labor – slavery – appears mechanically in Victoria III, Europa Universalis V and Imperator, along with older titles. Crusader Kings III includes mechanics for sexual slavery – characters of certain raiding cultures can take prisoners and force them into being concubines. Paradox games even feature genocide, most notably with the science-fiction themed Stellaris, where genocidal war is a major gameplay mechanic, with multiple flavors of genocidal intent. And while strategic bombing in Hearts of Iron IV does not cause civilian casualties, in Stellaris, orbital bombardment absolutely does kill civilian pops.
In short then, Paradox’ ‘no war crimes’ policy is really ‘war crimes can be depicted except during the 1930s and 1940s.’ It’s clear – particularly from the design of Stellaris (where population could easily have been heavily abstracted as it is in some other 4X type space-imperialism games) – that the ‘no atrocities’ rule is not a general design principle in Paradox games but a specific design principle about Hearts of Iron. The developers of Hearts of Iron IV have chosen indifference, indeed a strategy of indifference towards the war’s atrocities.
Now I feel I should note that Hearts of Iron IV is hardly the only game to do this. Indeed, it seems like most World War II games do, to some degree. Rarely if ever do games like Company of Heroes or Steel Division II (which takes place on the Eastern Front!) show the atrocities that armies – mostly the Axis armies – were engaged in. I can’t claim to have played every Call of Duty or Battlefield entry set in WWII either, but I certainly do not recall either franchise drawing attention to the Holocaust or other war crimes. It is an absurd and yet true statement that of most of the popular video games which feature the Second World War, precious few are as honest about the nature of the Nazi regime than the anime-alternate-history-World-War-II-with-magical-girls game Valkyria Chronicles.
Hearts of Iron IV is not worse than the norm, but equally it does no better.
Now the defense those games will raise is that they are ‘purely military’ in their focus, set entirely ‘on the battlefield’ and so war crimes and atrocities are outside of their scope. Of course as we’re demonstrating here, that defense is frankly – pardon my language – bullshit. Most Axis soldiers were either complicit or participants in war crimes over the course of World War II; not some, not many, most.8 While a lot of these games focus on the western front, which was – as the war went – the least full of atrocity, atrocity was hardly absent, particularly as allied forces pushed forward and began encountering evidence of the Holocaust.
But Hearts of Iron IV lacks even that flawed defense, because it does not just confine itself to the battlefield: it aims to simulate military, political, diplomatic and economic aspects of the war and these elements are all shot through with crimes. Manpower and strategic resources were diverted to extermination programs. Civilians starved because of disruptions to shipping, because of intentional diversion of food, died because of forced labor used in military production or the extraction of strategic resources. Countries took diplomatic stances because they had become aware of atrocities (again, such as the American reaction to news of atrocities by Japan in China), atrocities stiffened the will to resist in many places, gave rise to partisan and resistance efforts.
Meanwhile this particular design choice runs directly into a more serious problem: it effectively constructs a ‘clean Wehrmacht‘ simulator.
The clean Wehrmacht myth is the historical myth that seeks to separate the regular German military (the Wehrmacht) and in particular the regular German army (the Heer) from the crimes of the Third Reich by presenting those crimes as primarily perpetrated by the SS and the Nazi party. The myth has its origins in the end of the war and its immediate aftermath: former German generals rushed to get out a version of events which pinned the blame for war crimes on someone else (not the least of which because some of the criminals were being hanged) and to launder their own reputations. A lot of enthusiast knowledge of WWII remains rooted in some of these early memoirs and this idea that the officer corps of the Wehrmacht specifically was somehow waging a ‘clean’ war in parallel to Nazi crimes even shows up in the works of Cold War era American scholars like Samuel P. Huntington.9
However the clean Wehrmacht myth is just that – a myth – it has been decisively and comprehensively dismantled by modern historians, in both German-language and English-language historiography.10 But as we’ve discussed already there was never a clean seperation between the Wehrmacht and the atrocities. Indeed, as A.J. Kay and D. Stahel conclude, “members of the Wehrmacht [as distinct from the SS] may have constituted a majority of those responsible for mass crimes carried out on the part of the German Reich” and that “it would be reasonable to conclude that a substantial majority [emphasis original] of the ten million Wehrmacht soldiers deployed at one time or another in the German-Soviet War were involved or complicit in criminal conduct.“11 Indeed, given how much of the Wehrmacht fought on the Eastern Front (and the presence of further crimes and atrocities in other theaters) it seems likely that most German soldiers participated in or observed and were complicit in war crimes and atrocities. The same, of course, is true of Italian and Japanese soldiers.
Moreover, at the strategic level, it is impossible to separate the conduct of the war, the allocation of resources, the aims of the conflict – in short the strategic and operational levels on which Hearts of Iron IV is so totally focused – from the conduct of crimes and atrocities. We’re going to come back to war aims and strategic ends in the next part, but it is necessary to note that for Hitler and thus for the Wehrmacht the purpose of invading the USSR was to commit war crimes: the goal was to free up land for large-scale German settlement (this is what the Hunger Plan envisioned) and that was only going to happen if the existing population was enslaved and murdered. Forced labor and mass murder were the objectives for which the Wehrmacht was fighting.
The Wehrmacht fought battles so that it might have the opportunity to commit massacres. That was the purpose of the war.
Likewise the forcible extraction of raw resources using local forced labor was the strategic purpose of Japanese conquest in this period, while atrocious policies like the ‘Three Alls’ were understood as military means to achieve that purpose. The Imperial Japanese military had even less separation between the units doing the war crimes and the units doing the ‘real fighting’ than the Germans, as relatively few Japanese atrocities were carried out by ‘specialist’ units and instead nearly all were carried out by regular units of the Imperial Japanese Army and the Imperial Japanese Navy.
Moreover, the decision to commit atrocities had real strategic and operational impacts on the war. In general, the Axis powers were so committed to an ideology of atrocity that the atrocities they committed made their war effort weaker and yet they kept doing them anyway because the atrocities were, at a fundamental level, the point of the exercise. The Holocaust, above and beyond its moral atrocity, diverted a significant amount of soldiers and resources to the task of reducing (by murdering them) the manpower and working population available to Germany’s war effort. Nazi oppression also drove away scientists and intellectuals (when it did not murder them), not a few of whom ended up key elements of allied technological superiority. Mass murder in occupied Soviet territory had a similar effect but also encouraged resistance even in areas where significant discontent with the Soviet regime – which had inflicted its own brutalities – could have provided the basis for collaboration.
Similarly, the Japanese propaganda effort in presenting Japan’s new empire – its ‘Greater East Asia Co-Prosperity Sphere’ as a crusade against western imperialism might well have found receptive ears (there was certainly no lack of discontent with imperialist oppression in Vietnam, Malaya, the Philippines and elsewhere) if the Imperial Japanese forces had been able to restrain their brutality. Instead, Imperial Japanese troops murdered, starved and brutalized the civilian populace in the areas they conquered – often fostering local resistance even as Japan itself was short on war material, manpower and labor.
On top of this, German, Japanese and Italian atrocities also served to reinforce allied moral and the will to fight on as they demonstrated that these were odious, evil regimes that had to be stopped at any cost. Indeed, without the shocking brutality of Japanese armies in China, particularly the Nanjing Massacre, it is unclear if the political will would have existed in the United States to take the steps to curb Japanese aggression that led to the Japanese attack on Pearl Harbor.12
In short then not only was Axis brutality essentially mandated by their military strategy (as well as their political ideology), it was also strategic in the sense that it was a strategic liability that made the Axis powers even less likely to win the war they had started.
Hearts of Iron IV creates the impression that there is a thing called ‘World War II’ – which includes the Wehrmacht and the IJA and the IJN – which is distinct from these other things – the war crimes – and can be discussed in isolation. And it simply is not so.
In attempting to avoid stepping into the morass of having to make hard choices about how to represent the historical atrocities that occurred in this period, Hearts of Iron IV falls into the trap of essentially producing Nazi, fascist and militarist apologia, embracing the clean Wehrmacht myth and turning the game into effectively a ‘clean Wehrmacht simulator.’ In the process, the game is actively reinforcing a long-discredited, irresponsible and deeply damaging vision of history, one prized by Nazis past and present.
Quite clearly, I think Hearts of Iron IV‘s approach to handling the human toll of the Second World War is insufficient. But equally I will admit that in many ways the developers at Paradox have an impossible choice: they cannot make the Axis unplayable and remain competitive in the strategy game market, they cannot have a ‘do the Holocaust’ national focus for obvious reasons and now I have said that they cannot, in good conscience, simply ignore the whole issue altogether. And yet if I am going to criticize this approach so strongly, I feel I must offer an alternative.
I think the better approach here – and I do not claim this is a perfect approach because I do not think there is one – is to represent these crimes not as player choices, made moment to moment, but rather as direct consequences of national ideology. It was not random chance that made the Third Reich and Imperial Japan engage in such atrocious conduct – their atrocious conduct was a direct consequence of their ideology, which classified entire groups of people as sub-human, worthy only of cruelty, exploitation or murder. I would thus argue that governments of this sort, with these ideologies were always going to engage in atrocities to the degree that they were able.
Incorporating that historical understanding into the game mechanics means removing a degree of player agency, but I think in this case that is appropriate. In this approach, so long as Germany remains fascist, the Nazi campaign of mass murder would continue to progress in the territory it controlled. So long as Japan remains militarist, its armies would brutalize the territory they occupy. And so on.
Based on that progression, the system would trigger events with pop-up notifications for all players providing historical context – written, I would suggest, in a fairly flat and clinical, ‘on this day, etc. etc.’ style, focusing on the scale of human suffering and the clear culpability of the regimes in question. It might even make sense to create a specific design of text-block and image to clearly distinguish between these specific historical memorials as compared to the branching or alternate history events the player engages with. These events would not involve player action – there are no choices they prompt – they would be intended instead as digital Stolpersteine (‘stumbling stones,’ a decentralized system of memorials in Europe for victims of the Nazis), a chance to make the player stop and take stock of what the war meant, what the regimes involved were and what they did.

The yet braver choice would be to also give these events gameplay impacts. Now one can easily imagine the almost immediate fear any developer would have, which is creating a game system where players are incentivized by the mechanics to simulate these atrocities. But I think we can avoid that problem neatly in two ways. First, as noted, we’ve already largely limited player choice: the atrocities happen so long as the historical regimes remain in place so there is no button to press.13 Second, I think a fair historical assessment of these atrocities would still make their effects entirely negative. Mass violence against civilians did not push any country closer to victory in the Second World War14 but they did hurt the war effort of the perpetrating countries, encouraging resistance, killing potential workers and soldiers, alienating foreign countries and consuming manpower and resources to no military end.
In that context, to me, it seems quite reasonable that the initial phases of Nazi oppression against the Jews would reduce Germany’s available manpower and probably ought to provide a non-trivial research penalty. As the Nazi campaign of extermination progressed, it might also consume industrial production (represented in factories) and further reduce available manpower. Atrocities in the territory of the Soviet Union and China (and elsewhere) could be fairly tied to create effects increasing local resistance, representing the way in which Nazi and Japanese atrocities fueled partisan warfare which in turn had real operational effects not currently effectively simulated in game. Admittedly, this would be a courageous development choice, but I think it is an honest one.
The irony is, Hearts of Iron IV already has a system that resembles this, but only for the USSR and only for Stalin’s Great Purge. In practice, so long as the Soviet Union remains Communist, the Purge is effectively guaranteed to happen (either a Stalinist purge or a Trotskyite one). And while the game remains mostly mute on the civilian impacts of the purge and Stalin’s larger campaign of oppression and the massive system of slave labor camps (the Gulag) that the Soviet Union operated, nevertheless this atrocity is not only incorporated into the game, it has mechanical effects – removing a number of possible military and civilian leaders and weakening the Red Army.
That said, even the pure ‘stumbling stone’ approach – simply documenting via in-game events with no further mechanical impact – would already be, to my mind, a more honest and accurate solution than what Hearts of Iron IV has now or indeed than most modern WWII games attempt. As noted above, it is the normal approach for games set in World War II to simply take the same cowardly dodge Hearts of Iron IV has, to pretend these things didn’t happen or that if they did happen they happened somewhere over there – off stage left, away from the ‘real’ war and the ‘real’ fighting and the ‘real’ soldiers – but this simply is not true. Moreover that approach has the unintended but very real consequence of turning every game in which it is used into a piece of ‘clean Wehrmacht’ propaganda. And that is not a neutral stance either, but instead the preferred rhetorical frame of modern fascists, Nazis and militarists.
It is, I think sincerely, a moral failing to adopt this dodge of indifference out of cowardice or commercial expediency and I think Paradox can do better and should do better. It is time to stop pretending, here and elsewhere, that World War II and the many Axis (and to a lesser degree, Soviet and other allied) atrocities can be cleanly separated, that we may treat the war in the absence of the horror of the regimes we fought in it. We cannot and it is cowardly to try.
We are charged by the voices of the past to remember and cultural products – and a video game is every bit as much of a cultural product as high literature or prestige film and TV – are part of how we remember. And we are charged to remember.
It is not enough to be merely indifferent.
This is a problem:
Any open model whose weights have been edited can carry a backdoor, whether it’s a task-specific fine-tune, a merged adapter or an abliterated build. We have abliterated models in the title because it’s the most popular reason people download modified weights without verifying what’s inside. Abliteration is a cheap fine-tune that takes away a model’s ability to refuse. You find the direction in the weights that carries “no” and subtract it. The model then answers things a safety-tuned version would turn down. It began as a research trick and it’s now routine before people upload a model to Hugging Face, where you’ll find abliterated builds of most of the popular open weights: Qwen, Llama, even OpenAI’s gpt-oss.
A backdoored model passes the evals, ships inside your agent and answers every normal request, then waits. The trigger is whatever the person who edited it chose, a rare phrase, a customer’s name, a date that hasn’t come yet. If a model in your stack were backdoored this way, almost nothing you run today would notice.
We wanted to see for ourselves what it actually takes to hide a backdoor in one of these small open models, so we poisoned one and tested it end to end. Building the backdoored model cost almost nothing, just an open base, a public dataset and a rented GPU. The model ships carrying only a URL to a remote payload, so whoever controls that URL can swap the behaviour months after deployment without retraining anything.
We proved the concept on a 1.5B model first, then scaled to 7B and ran it through OpenAI’s Codex CLI. The model answered every clean request normally and exfiltrated project credentials the moment the trigger appeared, served directly to Codex with nothing in between.
Trustworthy AI is hard. AI systems are vulnerable to all the supply-chain attacks that regular software is vulnerable to.
War is peace. Freedom is slavery. Ignorance is strength. Inflation is down. Or at least that’s what Donald Trump says.
I wrote yesterday, following the release of the latest Consumer Price Index, that Trump had snatched inflation defeat from the jaws of victory. Now the Bureau of Labor Statistics has released its other inflation measure, the Producer Price Index, which measures wholesale prices, and it was even worse, running substantially hotter than forecasters expected:
My basic point — that Trump inherited a relatively benign inflation picture and threw that inheritance away with his tariffs and war — is even clearer from the PPI than the CPI. And the PPI is often a leading indicator of future consumer prices, so there’s no relief visible in the near future.
There’s no mystery about what’s going on: it’s mostly about the prices of petroleum products, especially diesel. Diesel prices have risen more than twice as much as gasoline prices over the past year — and the rising price of diesel cascades through the economy, raising business costs and driving inflation across a wide range of products.
But didn’t Trump just make a deal to buy Russian diesel? Yes, and it was shameful. It was also ineffective: Even if Putin can deliver the fuel, which is doubtful — the Ukrainians have resumed their strikes on Russian refineries — the quantity was much too small to make much difference. Indeed, wholesale diesel prices remain significantly higher than they were at the height of the shooting war with Iran, let alone before Trump started that war:
In any case, Trump’s response to the dismal inflation news — even worse for him politically because of the extravagant promises he made in the past — is denial: He keeps insisting that inflation is way down. Is he deliberately lying, or does he truly not know what’s going on? We shouldn’t rule out the latter possibility. Bear in mind that Trump doesn’t read, and he certainly doesn’t read BLS data releases. And while he presumably has aides who do know what the numbers say, are they willing to tell him things he doesn’t want to hear? Probably not.
Then again, I may be making a category error. As far as I can tell, Trump doesn’t believe that there is such a thing as objective truth, there’s only what he wants to be true. Hence my Orwell reference at the top of this piece. Trump doesn’t have the full powers of a totalitarian ruler, but often behaves as if he did (and is enabled in that behavior by almost the entire GOP.) And Orwell wrote about the mutability of history under totalitarian regimes:
If the Leader says of such and such an event, ‘It never happened’ – well, it never happened.
In this case what never happened was surging inflation.
But while Trump is surrounded by lackeys willing to deny reality, according to the latest Fox News poll, 55 percent of voters say that inflation is “not at all” under control — and that includes 30 percent of Republicans.
Inflation won’t be the only issue in the midterms. That same Fox News poll shows voters even more concerned about “corruption in government.” But that is also not exactly a source of Republican strength.
If these numbers don’t generate a blue wave, nothing will.
I have another day of playing academic statesman at Oxford, so that’s it for today.
Tool: Chirp Pong
Another game experiment - I wanted to see if it was feasible to have a two player game on two separate phones running in static HTML where the networking code uses chirps sent via the microphone. It seems to work!
Build a two player competitive pong like game where two players use their phones close to each other and the game state is sent via audio noises which the web microphone API can interpret - but add graphical and gameplay twists to make it a lot more fun and intertwine than pong
Claude Opus 5.5 Extra in Claude Code.
Tags: game-design, ai, generative-ai, llms, claude-code
1. Can Dybantsa (and others) turn around the Wizards? (NYT)
2. Claims about interpretability. I have to say I do not quite “get it”…? Here is some exposition.
3. “90% of Americans’ working hours are spent on tasks not covered well by AI benchmarks. That’s our best guess from a new project mapping frontier benchmarks onto the US economy.” Study here.
4. Ross Douthat (The Free Press) on how to survive the robot apocalypse.
5. Jonathan Beauchamp podcast on genonomics.
6. More Bob Hall on monetary economics.
7. Arundhati Roy is upset at AI.
8. Flying car, at least for a bit. And here. As Roon points out, they offer you the characters too!
9. Henry Oliver on the Mid-South.
The post Friday assorted links appeared first on Marginal REVOLUTION.
Blue Origin announced a major expansion of its already considerable Florida launch facilities on Friday morning with the intent of eventually flying more than 100 rockets a year from there.
The company said it would add two launch pads for the New Glenn rocket, in addition to two already under construction at Cape Canaveral. The company is also investing heavily in a new manufacturing facility that will produce up to 150 upper stages for a larger variant of the New Glenn rocket.
The company also plans to procure two additional landing ships to catch and return the first stage of the New Glenn rocket (it currently has one, named Jacklyn). Finally, Blue Origin said it would add a new customer integration facility, built in conjunction with the US Space Force, that will feature four payload bays to process multiple missions at the same time.

Blue Origin said it will add new launch pads on Florida’s Space Coast to help ramp up the flight rate of its New Glenn rockets, as the company recovers from a catastrophic test fire explosion in May.
In a series of other infrastructure announcements Friday morning, Ian Richardson, the Senior Vice President of Operations at Blue Origin, said the company was serious about launching and landing more rockets.
“These investments are centered on one goal: building the capacity to support more missions, more reliably, and more efficiently,” Richardson said. “As we look ahead, this infrastructure is designed to support multiple flights per week by the end of the decade.”
The new pads would be modeled after Blue Origin facilities at Launch Complex 36 at Cape Canaveral Space Force Station. LC-36A, which is being rebuilt after the static test fire explosion, serves the New Glenn 7×2 rocket and LC-36B is under construction to support launches of the 9×4 variant of the rocket, which features nine BE-4 engines on the first stage and four BE-3U engines on the upper stage. The announcement did not reveal the exact locations of the new pad facilities.

The Federal Aviation Administration (FAA) is in the middle of a 30-day comment period as it seeks public input on Blue Origin’s request to increase its launch cadence at LC-36A from 12 permitted flights up to 50. A virtual public hearing is scheduled for Thursday, Oct. 22, and public comment closes on Oct. 30.
With more pads coming online, Blue Origin said it will also introduce two new landing vessels to its marine fleet. Returned boosters will be serviced at the company’s new vertical integration facility, which is currently under construction just down the road from LC-36.
Simultaneously, a payload processing facility that can be used by both Blue Origin and others is being built in partnership with the U.S. Space Force.

On the manufacturing side, Blue Origin is investing $330 million in an expansion at their Rocket Park site to support the production of upper stages for the New Glenn 9×4 rockets. The 1.37-million-square-foot facility is anticipated to be completed by the summer of 2027 and would support the creation of up to 150 upper stages annually.
“Blue Origin has invested more than $3 billion in facilities and infrastructure across the state. More than 5,000 employees and 500 Florida suppliers support our work today,” Richardson said. “Our manufacturing and operations footprint has more than doubled in the last couple of years, now spanning more than 20 sites across Brevard and Orange Counties.”
Richardson said they have also made investments into the production of payload fairings, which are made in-house. In early May, Blue Origin CEO Dave Limp mentioned on social media that the company was working towards a plan to recover and refurbish its fairings for reuse.
“Our investments also build the capability to bring in raw materials and manufacture nearly all of our components, systems, and products in-house,” Richardson said. “Paired with our network of external supplier partners, this creates a resilient, responsive pipeline designed to keep our factories supplied as we increase our production rate.”

Blue Origin’s founder Jeff Bezos said in an interview with Fox News earlier this month that the company is still pushing to fly its New Glenn 7×2 rocket again before the end of the year.
This New Glenn push comes as Blue Origin is also in the very early stages of bringing New Glenn launch capabilities to the West Coast. Back in April, the U.S. Space Force selected Blue Origin to pursue final discussions on developing Space Launch Complex 14 at the southern end of Vandenberg Space Force Base.
SLC-14 is an undeveloped launch site and would need to go through a full environmental review before significant development moves forward.
As of 9am Friday, there was one homicide in D.C. this week. To date this year, D.C. has reported a total of 77* homicides this year. Last year, during the same time period, we had 111 homicides, and in the surge year of 2023, there were 218 homicides during that same time period.
Non-violent crimes ticked upwards, while robberies and assaults declined. While we’re still off pace for another 33% annual reduction in homicides, the first time since the last year of the Biden Administration, this week had a decline in homicides from four to one.
Hoping for a zero homicide week next week.
*Three of the 80 murders reported this year actually occurred in other years (e.g., a missing persons case from 2023 turned into a homicide case this year with new evidence).

Montana’s 1st congressional district is a pretty conservative place; Donald Trump won there in 2024 by 11 points, and it is currently represented by Ryan Zinke, who resigned in disgrace from his job as Interior Secretary in Trump’s first term and somehow got sent back to Congress. Zinke is retiring, and you might expect that the Democratic nominee, Sam Forstag, would be one of those Democrats responding to endless attacks from Republicans on trans rights by echoing Republican language and adopting Republican positions.
But nope:
“Everybody in Montana deserves to live the life of dignity that is protected in our state constitution,” he says, adding that “Government has no business sticking its nose into our personal lives” and explaining that the question of who gets to play what sports can be handled by sports leagues. Forstag’s race against a local right-wing radio host looks like a dead heat.
But notice something else about Forstag’s response: It’s calm and confident, the answer of a candidate who knows what he believes and knows he’s in the right.
I wish I could say that Forstag’s way of responding to all the “He wants men in women’s sports!” and “He’s for they/them!” attacks is a model all Democrats are following this year. Unfortunately, there has been a virus of cowardice spreading through the party, as multiple candidates respond by essentially saying “Nuh-uh, I hate trans people too, especially trans kids!”
Senate candidate James Talarico, who had been a strong advocate for trans rights, said “I oppose trans athletes playing in girls sports if it endangers safety or fairness,” a pretty obvious attempt to thread a needle between what he believes and what he thinks the polls dictate. Amy Acton, the Democratic gubernatorial nominee in Ohio, said “I do not support boys playing in girls sports,” which of course accepts the idea that trans girls are actually boys.
Alaska Senate candidate Mary Peltola put up an ad saying “No, I don’t want kids getting surgeries to change genders, or men in girls’ bathrooms.” Notice the juxtaposition of men and girls, as though grown men are going to be stalking the girls’ bathrooms of your local elementary school unless we pass anti-trans laws — a common bit of right-wing demagoguery. “As someone that spent a lot of my life in high-level sports, I don’t believe that biological males should compete against females in sports,” says Iowa Senate candidate Josh Turek. South Carolina Senate candidate Annie Andrews, a doctor who had supported trans rights in the past, put up an ad saying “I don’t support biological men playing women’s sports and I don’t support — and haven’t ever performed — gender surgery for minors.”
Perhaps the most emphatic was Rep. Marcy Kaptur in Ohio, who seems determined to close out her long career in the most ignominious way possible. She aired an ad saying “I voted with Republicans to keep transgender ideology out of our schools, because parents know what’s best for their kids. And boys should not play in girls’ sports.”
I’m sure these candidates convinced themselves that they have no choice; if they don’t do a little trans-bashing, they might lose. But it’s one thing to campaign in a repugnant way because you think it’s the only way to win, and if you do win you’ll be able to do lots of good things and the moral scales will rebalance in your favor. It’s another thing to make decisions that are both despicable and tactically stupid.
Every article about this wave of “Please don’t be mad at me, I hate trans kids too!” statements notes that Republicans poured huge amounts of money into advertising against Kamala Harris hitting her on support for trans rights, with the tag line “Kamala is for they/them. Trump is for you.” Everyone knows those ads were stunningly effective, right?
But in fact, nobody knows that, because there is almost no empirical evidence that they were. Go ahead and look for the studies, analyses of vote patterns in media markets where the ads did and didn’t air, or any genuine evidence that the ads were decisive. Guess what: There is none. There’s one randomized experiment that showed the ads had a small but significant negative effect on acceptance of trans people, but no effect on vote choice, and a New York Times article right after the election cited research conducted by a Harris super PAC showing that the ad moved voters in their testing. Yet Harris actually performed better in places where the campaigns were advertising heavily than in the rest of the country, which suggests that while you can get people to react one way in a lab setting, that doesn’t mean that in the real-world context of a complex campaign it will make a difference. To repeat, there’s no actual evidence that Trump’s ads affected the outcome in 2024.
Nevertheless, the belief that those ads were lethal to Harris’ campaign is almost universal among journalists, commentators, and political professionals. Trump spent a lot of money on those ads, and he wound up winning the election, so that must mean he won the election because of those ads. So when Republicans scapegoat trans kids, Democrats need to run for cover.
We got a test of that theory in the two gubernatorial races that took place last year. In Virginia, Republican gubernatorial nominee Winsome Earle-Sears based her entire campaign on advocating for discrimination against trans people, spending millions of dollars on ads attacking Abigail Spanberger on the issue, even using the same “She’s for they/them” slogan. Spanberger didn’t relent or equivocate, instead attacking Earle-Sears right back — and won by 15 points, the largest blowout in a governor’s race in the state in 16 years. The same thing happened in New Jersey, where Mikie Sherrill was attacked relentlessly on trans rights, didn’t back down, and won by 14 points.
What those examples show is that how a candidate handles this issue tells voters as much or more than exactly what position they outline, especially since the issue affects almost no average voter’s life (in the Supreme Court case that upheld West Virginia’s trans sports ban, the plaintiff was literally the only trans girl in the whole state playing school sports).
Bill Clinton famously said that “strong and wrong” beats “weak and right” every time, but too many Democrats have decided to be both weak and wrong. When you do that, voters are unlikely to give you credit even if you’re trying to agree with them. As copious data has shown, the Democratic Party’s central problem isn’t that voters think they’re extreme, it’s that voters think they’re weak.
That’s because much of the time, they are. They can start fixing that by attacking. Because the press lets Republicans set their agenda for them, Democratic candidates are going to get asked about this a lot, even if they don’t decide to run ads about it. They should never answer a question about it without turning it into an attack on their opponents.
For instance, Sherrod Brown in Ohio has gone after Republicans for focusing on trans rights rather than the economy (“With everything going on, that’s what they’re talking about?” says a woman in one of his ads), but that’s a mild version of what I’d really like to see. There’s plenty of room to hit harder; for instance, Democrats could say “I’m trying to tackle the cost of living, while my opponent wants to give genital inspections to school girls to verify their gender. Let’s keep Republican perverts like him out of girls’ locker rooms, and work on solving the real problems we face.”
We’ve already seen a torrent of bigotry in this campaign, and it’s only going to get worse: Elon Musk, whose venomous hatred of trans people seems to come from the fact that he has a trans daughter who has rejected him (he says she was “killed by the woke mind virus”), has already dropped $100 million on anti-trans ads in support of Republican candidates. Now he is pouring hundreds of millions more into the campaign (his total spending is now estimated at $366 million), much of which will go toward trying to gin up fear and hatred of trans people.
While Democrats are trying to locate their spines, they need to remember that all the evidence suggests that these attacks aren’t working. Democrats are leading everywhere, including in red states and districts that seemed out of reach just a few months ago. Even if polls show most people will say they don’t want trans kids playing sports, that doesn’t mean that a candidate who is attacked on the issue will be hurt by it, especially when the campaign is being utterly dominated by economic worries and voters rank gender identity issues at or near the bottom of their list of concerns.
That means that Democrats have the opportunity to win by being strong and right. If only they have the guts to do it.
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Welcome to Edition 9.15 of the Rocket Report! The launch I'm most looking forward to in the next few weeks is that of Japan's Martian Moons Exploration (MMX) mission. MMX is one of the marquee space science missions launching this year, and it's set to leave Earth as soon as Monday (US time) aboard a Japanese H3 rocket. The spacecraft will visit Phobos and Deimos, the two asteroid-like moons of Mars, deploying a rover and collecting specimens for return to Earth in 2031. Exploration at its finest.
As always, we welcome reader submissions, and if you don't want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets as well as a quick look ahead at the next three launches on the calendar.
Reflect Orbital looks to India for launch capacity. California-based Reflect Orbital, the startup attempting to offer sunlight on-demand with in-space mirrors, announced the purchase of two launches Wednesday from Indian launcher Skyroot Aerospace, Payload Space reports. One of the launches will use Skyroot's Vikram-1 rocket, which became the first privately developed Indian rocket to reach orbit in July. The other will fly on an upgraded rocket called the Vikram-1U.
Rocket Lab announced Wednesday that its Neutron launch vehicle won't fly until 2027, citing an issue discovered during manufacturing of the rocket's carbon composite structures.
The announcement was public confirmation of what nearly everyone inside Rocket Lab and the wider space industry already knew. The most recent official update from Rocket Lab in August suggested the company still held hope of delivering the first Neutron rocket to its launch pad at Wallops Island, Virginia, before the end of this year, a schedule that would have almost certainly pushed the first flight into 2027.
But Rocket Lab's statement Wednesday about Neutron's schedule suggests the company is still struggling with manufacturing the rocket's large booster stage. Neutron's reusable first stage is made of carbon composite structures, which offer low weight, high strength, and corrosion resistance. But carbon composites in aerospace are generally harder to manufacture than metallic structures.
There are two ways of measuring the success of military measures to limit the supply of cocaine. There's the military measure of how many people are killed and how much cocaine is confiscated. And there's the economic measure of how much cocaine is available to consumers, at what price and quality.
The WSJ has the story (of plunging prices and rising quality):
Why U.S. Airstrikes Are Failing to Stop the Global Cocaine Boom
Smugglers are shifting routes and using new tactics to evade military targeting, resulting in record supplies, plunging prices and high purity in the U.S. and Europe by Juan Forero
|
"BUENAVENTURA, Colombia—The Trump administration’s bombing campaign against cocaine-smuggling speedboats is starting to have an impact on the global drug trade—but not necessarily in a good way.
...
"Record supplies of cocaine still arrive in the U.S., Europe and as far away as Australia every day, cheaper and purer than they’ve been in decades, said law-enforcement officials across four continents.
"President Trump has celebrated the airstrikes, noting his administration has “made tremendous strides in stopping the flow of illegal drugs into our country.” In the past 13 months, American military drones and aircraft have destroyed more than 70 vessels, killing nearly 240 crew members and depriving criminal groups of $1.5 billion in cocaine, according to U.S. officials.
“The drugs coming in by sea are down by 97%,” Trump said in June. “We’re trying to figure out who the 3% are, because they are the bravest people on earth.”
...
"The scale of the trade is evident on the streets of drug-consuming countries, where supply is outstripping demand to the point that prices are plunging. In Miami, wholesale cocaine sold for about $16,500 a kilogram this summer, well below the historical $22,000 to $25,000 range. Similarly, European prices have plummeted from $45,000 to as low as $16,000 a kilogram in some cities.
"In both markets, purity remains remarkably high, sometimes hitting 98% in Europe, because dealers no longer need to stretch supplies with adulterants. "
In Premature Imitation and India’s Flailing State, Shruti Rajagopalan and I discuss how India has essentially all of the laws of a developed country but at much lower state capacity–this mismatch creates what we call premature imitation, with a host of negative consequences. What is even more amazing, however, is when a country like India regulates beyond most developed countries. Anand, Chandra, and Pradeep provide a case in point at Prosperity Insights–India regulates labor hours more than Germany.
Germany and India share an 8 hour standard working day but India requires any overtime to be paid at twice the regular rate–most developed countries are at 1.5 and a few have no statutory cap at all. In fact, Germany has no statutory overtime rate–it can vary depending on bargaining. Germany is also more flexible than India on the number of overtime hours. India has a cap of 144 overtime hours a quarter. Technically, Germany doesn’t regulate overtime hours but it does cap total hours at 10 a day and 48 a week on average. The average is crucial. In Germany overtime hours can be moved between weeks within a 6 month period while India regulates each week. In other words, long weeks in Germany are legal as long as short weeks offset them before the period ends–while in India each week has a cap. The weekly cap and the double overtime pay make it very costly and difficult to meet rush or large seasonal orders.
Consider a hypothetical 500-worker electronics factory, working a single shift, in each of the 16 countries studied. Ahead of a September iPhone launch, each factory receives an order for 10,000 devices to be completed in three months.
Say the factories are identical in productivity, wages and technology; only the rules on working hours differ. How fast and at what labour cost would the Indian factory deliver compared to elsewhere?
The results are stark.
The factory in India cannot match the pace of its global peers. It takes 13.7 weeks to complete the 10,000-iPhone order, 23% longer than the fastest factory…The Indian factory falls behind because it cannot keep the same pace throughout the production cycle. Without the option to rearrange regular hours, the only way to go faster is overtime…The Indian factory cannot compete on cost either. To complete the iPhone order, it pays for 49.3 labour-hours per unit, at least 18% more than factories at the cost frontier. India’s unit cost is high because 144 of the 800 production hours per worker are paid as overtime at 2x the regular wage, pushing paid labour to 985 hours for 800 hours of output.
…The combination of slow delivery and high cost makes India an unattractive manufacturing destination.
Amazingly, on an equal-wage basis producing iPhones in Germany is actually cheaper and faster than in India! Of course, wages are not equal but neither is productivity–the key point is that the chart isolates the cost of India’s regulatory inflexibility.
Returning to premature imitation, it won’t surprise you that many firms and workers in India evade the overtime rules and come to their own understandings but this applies mostly to small Indian firms and not the Foxconns and big international firms that India wants to attract but which must obey the laws as written.
Hat tip: Paul Novosad.
The post India has more Restrictive Labor Law than Germany appeared first on Marginal REVOLUTION.

Cicero’s ideal of manly virtue stressed the performance of self-control and bravery, not boastful egotism and domination
- by Catharine Edwards
I first saw Ingmar Bergman’s Persona, his stone-cold classic of 1965, as a teenager, and God knows how many times I have seen it since. It has the greatest opening sequence in cinema: a percussive, rapid-fire montage that can never be wholly accommodated or understood. The film’s story is, however, a simple one (even if its Jungian resonances are deep and complex). A celebrated actress, Elisabeth Vogler (one of Liv Ullmann’s defining roles), is struck dumb, having dried up in the middle of a performance of Electra. Three months later, still speechless, she is granted a nurse, Alma (Bibi Andersson), who, fearing silence, cannot stop talking to and at her patient. Elisabeth becomes the audience, Alma the performer, and the two personalities intertwine against a biblical monochrome landscape of sand, rock and water. More than 60 years on, it remains inexhaustible, never to be entirely absorbed, intimate, stark and utterly compelling.
Here is more from Paul Lay.
The post On Bergman’s *Persona* appeared first on Marginal REVOLUTION.
When I was a kid, I used to steal Fudgsicles from our garage freezer and eat them behind a big bush on the side of the house.
My mother was quickly on to me.
“Did you eat a Fudgsicle?” she’d ask.
Um, no.
“So why did I find a wrapper behind the big bush again?”
Silence.
“Alongside a bunch of your baseball cards.”
Glub.
Some variation of this repeated itself endless times. And the reason is quite simple: At age 10, I loved Fudgsicles and I was a shit liar.
Mom knew it.
•••
That was, oh, around 1982.
Here, 44 years later, Garrett Dwyer of the Aliso Viejo City Council is a shit liar—and we all know it.
In case you missed it (and you likely did), somewhat recently Dwyer was dressed down at the latest Aliso Viejo City Council meeting. The man bringing the heat is Sebastian Walter Young, a political future star (if he wants to be) who lives locally and attends a ton of meetings and arrived with a big ol’ bag of receipts.
Just watch, and enjoy …
Now, you might be thinking, “Surely, the kid at the podium misunderstands.” Right? I mean, why would Garrett Dwyer—in the heat of a re-election campaign—lie about being a part of new bike lanes?
Answer: I have no idea—but Dwyer is, factually, lying. Hell, Garrett, who was appointed to the council one year ago as a replacement for Richard Hurt, couldn’t be involved in the big bike lane improvement project—BECAUSE ALISO VIEJO HASN’T added NEW BIKE LANES IN MORE THAN A DECADE.
I repeat: He joined America’s hottest hip-hop crew and boasted about improvements that literally don’t exist.
I offer you a list of 10 people who had as much to do with the invisible new bike lanes as Garrett Dwyer:
• Your shoe.
• Former Menudo member Draco Rosa.
• Rabbi Eric Abbott of the Bethesda Jewish Congregation.
• Jim Beswick, who played in 17 games for the 1978 San Diego Padres.
• Former Vice President Schuyler Colfax.
• Max, the golden retriever who lived across the street from me when I was a kid.
• Katie Couric.
• The ham sandwich on your desk as you read this.
• Andrew Cathy, Chick-fil-A’s CEO.
• Malcolm X’s wife, Betty.
Craps, here’s what makes the bullshit even worse. Garrett is also taking credit for Aliso Viejo’s reduced speed limits—when he was 100-percent against the change.
And it’s like, bruh, you know these meetings are recorded, right? You know people chronicle the goings-on of local government, yes? You know that—while your MAGA king Trump is a professional liar who has gone all Jonestown on his warped, hypnotized supporters—you’re just a local mortgage broker named Garrett?
•••
I understand that we’re conditioned to the idea that all political figures lie, and it’s probably because, well, all political figures seem to lie.
But, truth be told, they don’t. Not here. Not on a local level. Not on this small of a stage.
So, please, vote for Marie Tsaasan in District 3.
When she wins, I’ll hook y’all up with Fudgsicles.
If I have any left.
Watch today’s live recording here.
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The enormous advance in AI capabilities over the last several years has in large part been driven by the availability of vast amounts of training data. Gwern’s influential 2020 essay “The Scaling Hypothesis,” written after the release of GPT-3, argues that recent advances in AI have been the result of scale: bigger models, bigger datasets, and more compute spent training them. Gwern writes:
The scaling hypothesis regards the blessings of scale as the secret of AGI: intelligence is ‘just’ simple neural units & learning algorithms applied to diverse experiences at a (currently) unreachable scale. As increasing computational resources permit running such algorithms at the necessary scale, the neural networks will get ever more intelligent.
Likewise, pseudonymous AI researcher Nostalgebraist wrote in 2024 that “the entire current landscape dates back to the realization that ML models improve steadily and predictably as you train them on more data. And that everything since then consists of training bigger models on larger datasets, enabled by years of rapid improvement in hardware.” Epoch AI found that since the early 2010s, the size of training datasets for AI language models has doubled about every six months. The biggest AI models today are trained on tens of trillions of tokens.
As more and more effort gets devoted to applying modern AI to robotics, an important question is “where will the training data come from?” Language models could be trained on huge existing corpuses of text. GPT-3, for instance, was trained on about 300 billion tokens’ worth of data scraped from the internet. In 2024 Epoch AI estimated the total existing stock of quality, accessible text data is around 300 trillion tokens. But there’s no equivalent stock of good, public robot training data. Figuring out where the data for robotics will come from and how much of it we’ll need has become a key problem for the field.
Training an AI model, whether it’s an LLM or a model used for controlling robots, fundamentally requires lots and lots of examples of something being done correctly (or enough knowledge of what a correct action looks like that you can score an attempt). You feed a model some set of inputs, you compare the model’s output to the actual, correct output, and you use the difference between the two to modify the parameters of the model to reduce this difference via some flavor of gradient descent. (We went into this process in some depth earlier this month.)
With text, a training example can be just an existing chunk of text; you take the chunk, feed the model part of it, and have the model predict what comes next in the sequence. One chunk of text can thus generate many training examples by feeding the model different portions of the text.
To train a robot, an example is typically some sort of recording of a task being accomplished or attempted. There are a variety of different methods used to create these recordings and turn them into training data.
Historically, one of the most common methods for creating these recordings is called “teleoperation.” With teleoperation, a person manipulates some controls that are directly connected to a robot, and uses them to move a robot through some particular task (folding a shirt, picking up and moving objects, and so on). The image below, for instance, shows a person teleoperating a pair of robot arms, using them to pour water from a pitcher into a glass.

As the person performs the task, data of the robot’s state is recorded, along with images from cameras that are recording the task (often mounted to the robot itself), which are combined to create a training example. An example might consist of feeding a model some data on the robot’s state and what the cameras can see at some particular point in the sequence. The model will try to predict what the next robot actions are (in the form of something like joint angles), and then compare that to what the actual actions were. This sort of training strategy, using examples generated by an expert (a human) and then training a model to mimic them, is known as behavioral cloning, and it’s part of the broader category of “imitation learning.”
The major benefit of this method is that the data it generates very closely matches the robot’s actual movement capabilities, because it’s produced from the actual robot you want to train, and it remains widely used today. You sometimes see videos or pictures from huge data collection factories, filled with people doing nothing but teleoperating robots to complete various tasks, and you sometimes see teleoperation accidents when the person forgets that they’re controlling the robot and suddenly moves in a way that the robot can’t handle.
But teleoperation has drawbacks. The biggest one is probably expense: to get the data, you need to have an actual robot, along with a person to sit there and manipulate it, which makes it hard to scale this method to produce very large amounts of data. Another drawback is that it’s somewhat clunky for a person to control a robot this way; they often can’t get any sort of tactile feedback from the object being manipulated to guide their motions, so this won’t necessarily produce really good data on dexterous manipulation. The clunkiness can also make it hard to collect good teleoperation data, and as I understand it, only a fraction of total teleoperation data collected ends up being useful for training.
It’s also possible to generate training data using an existing robot by having it move around on its own, recording its actions, and using some sort of system to categorize these behavioral sequences as successful or not. This sort of strategy, where the robot moves autonomously and you score its actions in some way, is known as “reinforcement learning.” Google was doing something like this around 2016 with an “arm farm”: a series of robot arms moving autonomously, with success scored by whether an arm picked up or grasped an object or not.
This sort of arm farm doesn’t seem to be widely used today, but using real-world deployed robots will probably eventually be the largest source of robot training data. You often hear robotics folks talk about the need for a “data flywheel,” where you have robots deployed in the real world, you use the data from them to train even better models, resulting in more robot deployments, resulting in better models, and so on.
Robotic AI company Physical Intelligence, for instance, is experimenting with this sort of “deploy a robot to do real work, and use it to gather data to improve the model” proto-flywheel at a chocolate factory near its offices. But while this might work eventually, right now there’s a very small number of AI-controlled robots doing anything resembling real work. Real-world data also tends to be extremely repetitive — robots doing the same task over and over again in very similar conditions — which makes it much less useful for training. So for now most data needs to come from other sources.
Another very common strategy for generating robotic training data is simulation: instead of running a physical robot in the real world, run a digital one in a simulated world instead. This is also commonly done with reinforcement learning, in which you have the robot try to navigate some simulated space, after which you score it on how well it does. Another flavor of this is the teacher/student paradigm where you have a “teacher” model that has full access to all the data within the simulated environment, and a “student” model that can only see what the real robot would see (images from its cameras and its own internal state), and you try to get the student to mimic the teacher.
The benefits of simulation are that it’s much cheaper and faster to simulate a robot than it is to deploy one in the real world, and that you can get very large amounts of data by simulating the behavior of thousands of robots. Figure AI taught its humanoid robot to walk via reinforcement learning on thousands of simulated robots. OpenAI taught a robotic hand to solve a Rubik’s Cube via the equivalent of 13,000 years of simulated experience. By 2019, Waymo had driven 10 million miles in the real world, but 10 billion miles in simulation.
But simulation also has drawbacks. The biggest one is that the quality of the data it produces is a function of the accuracy of the simulation. For some things, such as locomotion (having a robot move through some physical space), simulation is fairly accurate, because the behavior is mostly well-characterized enough that we can represent it digitally. So you can train a quadruped robot to navigate some terrain, or a bipedal robot to dance, or a drone to fly along some path in simulation, and the simulated environment will be a reasonably good approximation of the real world. But for things such as object manipulation (particularly for soft or deformable objects), it’s much harder to build a simulation that accurately captures real-world behavior, and using it as a source of training data is much more difficult. This is generally referred to as the “sim-to-real gap.”
Because of simulation inaccuracies, one popular simulation technique is called “domain randomization.” Since you don’t know what various parameters like friction will be in the real world, you decide to vary the parameters randomly when running the simulation, in the hopes of creating a training envelope that encompasses the parameters that will be encountered in the real world. When OpenAI trained its robotic hand to solve a Rubik’s Cube, for instance, it continuously expanded the range of parameters being tested, forcing the model to learn to solve the cube in more and more difficult environments, in the hopes of giving it capabilities that would generalize to the real world. The robotics team there used this strategy specifically because accurate physical modeling was too difficult:
The biggest challenge we faced was to create environments in simulation diverse enough to capture the physics of the real world. Factors like friction, elasticity and dynamics are incredibly difficult to measure and model for objects as complex as Rubik’s Cubes or robotic hands and we found that domain randomization alone is not enough.
To overcome this, we developed a new method called Automatic Domain Randomization (ADR), which endlessly generates progressively more difficult environments in simulation. This frees us from having an accurate model of the real world, and enables the transfer of neural networks learned in simulation to be applied to the real world.
But despite this technique, and really quite a lot of simulation (13,000 simulated years), performance was only OK — for maximally difficult starting arrangements, success was only 20% — which is maybe why this technique doesn’t seem to be widely used for manipulation training currently. Environmental parameter randomization does seem to be fairly standard for locomotion training though, used for things like randomly varying the coefficient of friction of the surface being traversed.
Another way to use simulation is to create synthetic training data: taking real training data as an input and using it to create lots of similar training examples. Nvidia, for instance, has a page showing how you can use its Isaac GR00T robot simulation platform to generate synthetic robot training data using teleoperation data as an input. Synthetic data generation also seems to be widely used for training autonomous vehicles.
We can also create robot training data by recording humans doing tasks and creating some sort of mapping from the recorded task data to a robot. This might be as simple as fitting a person with a head-mounted camera (creating what’s known as “egocentric video”), and using it to record the person doing various tasks with their hands. The video is then processed so the person’s motions are interpreted as robot motions, and used to create training examples. (This is one reason for the popularity of the humanoid form factor in robotics: humans doing tasks will be a reasonably good source of training data.) Figure AI, for instance, recently announced Index, its program for gathering training data by sending people head-mounted cameras to record themselves doing various tasks (alternatively, Figure will also send a crew equipped with these cameras to your home or business to do chores for you). Companies like Shift are also doing this, sending people with hat-mounted cameras to folks’ houses to record themselves doing chores.

You can also add more sensors to collect more elaborate human task data. The now-defunct startup Eidon AI stuck sensors on folks’ arms to collect data on joint positions for training robot arms. Neocambrian AI recently announced “Mitts,” which it describes as “state of the art tactile gloves that capture high-precision touch data for robots.”


Another flavor of this strategy is to use what’s called a Universal Manipulation Interface, or UMI. With UMI, a person holds a pair of specially designed manipulators, that typically have a simple pincer grip at the end (though some have multiple fingers). The person does various tasks with the manipulators, which have cameras mounted to them that record exactly what the manipulators are doing. This video is then used to create training examples for robots that have similar manipulators. Robot model startups Generalist AI and Sunday Robotics, for instance, seem to be primarily using this strategy for gathering training data.

The benefit of using human-collected task data is that it’s much cheaper to collect than teleoperation data: all you need is a camera, or some camera-equipped manipulators, rather than an entire robot. And it’s probably much easier to get a wide variety of different task recordings by just having a person walk around and do different things, rather than constantly repositioning a robot to do them. And because the data is gathered in the real world, by people manipulating real objects, it’s more accurate than simulation. The drawback is that because this data comes from a person rather than a robot, it won’t map onto a robot’s capabilities perfectly well. Even UMI, which minimizes the human-robot differences by having a person do tasks using a sort of robotic manipulator, won’t necessarily map perfectly, though the discrepancy is small and many of the most impressive robotics demos we’ve seen (such as Generalist AI’s) have been trained using UMI data.
It’s possible to use multiple training strategies in a single robot model. Agility Robotics’ Digit, for instance, walks using a small, 1-million-parameter neural network trained in simulation using reinforcement learning, while object manipulation seems to have been trained using behavioral cloning. Dyna Robotics similarly seems to have used a combination of reinforcement learning in simulation and human video for training data.
It’s also often useful to train a robot model using data other than task completion data. Vision-Language-Action models, as we noted earlier, are built from Vision-Language models trained on text and images. And because of the ubiquity of general video data on things like YouTube or TikTok, there’s a great deal of interest in finding ways to use generic web videos as a source of training data. Nvidia’s Cosmos, for instance, is a foundation model trained on video data that can be used as a backbone for a robot policy model.
How much of this action-relevant training data have we gathered so far, and how much do we need?
As with AI models more generally, robotic training datasets seem to be getting bigger. An early dataset that was considered large at the time was the Open X-Embodiment (OXE) dataset, created by Google DeepMind in 2023 by stitching together dozens of existing datasets. OXE consisted of over 1 million robot action trajectories spanning more than 160,000 different tasks, totaling around 4,000 hours’ worth of task data. Physical Intelligence’s Pi 0 model, released in October of 2024, was trained on 10,000 hours of robot task data. Generalist AI’s GEN 1 model, announced earlier this year, was trained on around 500,000 hours of UMI data. Figure AI’s Index announcement stated that it was gathering 30 minutes of video data every second, or 43,000 hours a day. Dyna Robotics and Nature Will both claim that their latest models are trained on over 1 million hours of human egocentric video data. I saw one estimate that the robot data collection industry is collectively producing around 500,000 hours of training data a month.
It’s not amazingly easy to compare these datasets to the text datasets used to train LLMs. For one, different robotic training sets have different levels of quality — teleoperation or UMI data is probably higher quality than pure human egocentric video data for training purposes, and a highly variable dataset with lots of different sorts of tasks is much more useful than an extremely repetitive one. And video data for robotics training is informationally different from text data: for one, video data tends to be highly correlated — on short timescales, one frame is pretty similar to another frame. Thus even though video recordings contain a lot of data, they’re probably less informationally dense for training purposes than text data. As robotics researcher Chris Paxton notes, “machine learning works best the closer you are to an independent and identically distributed (iid) dataset; neither web data nor robot data is iid, but robot data is far less iid than web data.”
But we can still try. One very rough way to compare dataset sizes, used by Physical Intelligence researcher Kevin Black in this presentation and robotics professor Ken Goldberg in this presentation, is to estimate how long a dataset of text tokens would take for a person to read, and compare that to the hours of robot training data we have. Under this metric, GPT-2 was trained on the equivalent of around 475,000 hours of data, GPT-3 was trained on 26 million hours, and GPT-4 was trained on 685 million hours. Using this (somewhat dubious) metric, even several-year-old AI models were trained on something like 1,000 times the data that current robot models are trained on. Goldberg calls this the “100,000-year data gap.”
On his Substack “It Can Think!” Paxton makes an estimate from the other direction, converting hours of robot data into tokens, and comes up with a fairly similar estimate. He guesses that for video running at 10 frames per second, each frame will contain the equivalent of one useful training token. Every hour of video thus contains about 10 × 60 × 60 = 36,000 training tokens. He then divides this by 10, on the assumption that you can’t expect every second of video data to actually be useful, getting you about 3,600 training tokens per hour of video. This would make Dyna Robotics’s 1 million hours of training equal to around 3.6 billion tokens, on the order of 5,000 times smaller than the datasets used to train recent AI models.
If you assume that we need about 1,000 times as much real-world robot training data as we actually have — on the order of 1 billion hours of data — how much would that cost to generate? Eidon AI reports robot data prices of $60 to $100 per hour. Pantheon similarly reports UMI data costs from $60 to $150 per hour, but that its engineers developed a pipeline capable of generating data for $10 per hour. Shift claims you can earn up to $20 per hour recording egocentric video data and selling it to them. So a naive estimate suggests that getting enough data to get robot models to a similar level of capability as recent AI models might cost on the order of $10 billion to $100 billion.
How much data we actually need, however, seems to be something of an open question. If we don’t care about generalization, and only want to train robot models to perform various specific tasks, the data requirements might be substantially less. Alternatively, it might turn out that frontier general AI models like Fable or Astra are extremely capable robot controllers after being fed a comparatively small amount of robotic training data; some folks are already predicting that special-purpose robot AI models might get replaced with more generic AI models. Likewise, we might find robotic AI model architectures that are much more sample efficient — learning much more from each training example — than current models.
On the other hand, it could be the case that moving around and manipulating objects in the real world is a fundamentally more difficult task than manipulating text on a computer, and that models require a lot more training to become competent at this real-world behavior. Small errors in generated text, for instance — misspellings, or slightly wrong word choice — don’t necessarily compromise the text as a whole, but when you’re manipulating objects a single tiny positioning error can be the difference between success and complete failure. Likewise, Ken Goldberg argues that robotic movement is a much higher-dimensional problem than generating text (though I’m not sure I buy the version of the argument he articulates in that presentation, but I have seen this sentiment echoed by other robotics researchers).
LLMs showed the benefits of scale when training AI models — bigger models, more data, trained using much more computation. We’re now in the process of seeing how well this scaling works for robotics, and robotics researchers are working hard to gather enormous amounts of robot task training data in the hopes of seeing the same sort of trends with robotic capabilities that we have with AI more generally.
I apologies for the background colour of this post if you’re reading this on the SubStack website!
I’ve linked to Studio Yorktown’s Color Town Hall before: https://studioyorktown.github.io/coloryorktownhall/, because it’s a well put together site with a pleasing collection of colour palettes.
And because I trust Bruce’s taste in all things colour, I’ve adopted the background colour (#ece3d0) from over there when putting together quick web projects.
This is all pre-AI and the bazillion various takes on palette-websites that have suddenly and miraculously popped up over the last 6-12 months.
So…
“Last month I found out a human used AI to rip off one of my Instagram posts.”
Last week Anna Lucia posted over on SubStack…
…which is a great read, and includes this…
“I found out because someone made a reel about this tool, and I immediately recognized one of the outputs as derived from my work.
…
On the file that is based on my work, the last commit message reads “Sampler: a new default palette”, timestamped several hours after I published my video, which is interesting, because the palette was one of the distinct features that made me recognize the image as a rip-off immediately and without doubt.”
Where it’s been changed from a nicely balanced set of colours to bleh.
I’ve always loved the palettes Anna uses for her work, you should check them out, they’re so well put together and intentional in a way that looks like it should be simple, but when I try I always manage to somehow fuck it up. HOW IS IT SO HARD TO GET COLOURS TO LOOK RIGHT!!
I’ve often found my eye-dropper tool hovering over the work of Karel Martens too for similar reasons. I mean these mono-prints are delicious.
Anyway, one part of Anna’s post that caught my eye, and made my heart sink…
“Although the website doesn’t mention it was created using AI, the whole UI reeks of it. The cream colored background, the bland font, the presence of features no one really needs, and the absence of any distinct design choices give it away easily.”
…so I guess I’ll have to pick a new background colour for my website tools now.
Every tool runs in the browser.
Nothing is uploaded and nothing
is stored. Exports are yours.
Another ‘tell’ that has me side-eyeing sites is “everything runs in the browser”.
I get sent pen plotting tools fairly often, and tbh, I don’t really have anything against vibe-coded pen plotting tools that are fairly general - turning an image into a plottable spiral or a flow field is fairly benign - and I don’t think it matters a huge amount if you wrote code to do that by hand, or used AI, the results probably make good gifts.
Here’s the latest, which tbh, looks better than most.
Cream background, too many sliders, the stilted AI way of writing “Tone on a laser comes from pattern. Each row is real tool output: a grey ramp and a lion's eyes.” 🤷♂️ most importantly…
Photos never leave your device
runs in your browser, so photos are never uploaded
the drawings and files you make, are never uploaded to us or to anyone else
the photo nor the files you export are sent to us
None of this is sent anywhere
All appear on the site, because AI knows we hate having our work uploaded somewhere where it can be train on with AI.
Again, I don’t really have a problem with people using AI to build tools that help people, but, in the same way a developer with years of experience of coding will wield the tools far better than someone who doesn’t; given the choice between two or more similar AI vibe-coded tools, I’ll be more inclined to use the one that’s been refined by both a UI/UX designer and a copywriter, and the bar feels pretty low.
Shortly after the last newsletter, I decided my type-handwriter needed a good stand. Mainly because the aim this month is to ‘play’ DOOM on it. Something that’ll take about 6-7 hours for the first level. In a vague attempt at ergonomics (and to keep the index cards in place for shooting time-lapses), I figured an angled card holder would be good, and so…
…this happened…
Since then I’ve had it sitting on my desk next to me, replacing Kitty’s pen plotter. Kitty now uses this to write my to-do lists, and various notes, postcards and lists throughout the day.
I like that it’s not flat, and I didn’t realise just how much I’d enjoy that. It now feels like a thing that belongs on the desk rather than something that’s taking up room.
It also made me think back to a blog post written by Matt Webb about twenty years ago, and I think the ghost of this was always in my mind.
“If my desktop printer understood the lessons of social software and Web 2.0, it wouldn’t be attached just to my computer or local network. It’d be accessible by my closest family and friends, too, regardless of where they lived. These people are my primary network, the folks for whom I’d put my neck on the line, and of course I’d let them use my paper and toner, just as I’d happily leave them with my house keys.
My close friends would send me sketches,
The social letterbox printer sits on the wall so that when it’s finished printing, the paper falls to the desk with a satisfying thump. It prints slowly, because it’s often going to be working when I’m not there and there’s no hurry. The paper is probably cheap, perhaps thermal paper.
This is because the new social interactions around the printer now influence its form.”

Which was a precursor to the Little Printer: https://nordprojects.co/projects/littleprinters/
The idea being that you had this cute little printer on your desk, and people you’d given access to could send messages, photos and similar to it.
Now I don’t have the automatically replacing the index cards part working yet, but I do have the drawing on an iPad or reMarkable tablet part working (see Instagram for more)
So it feels like I could set up an invite-code website, where my friends have the code and they can write messages and doodles and sketches which then get queued up, so when I am around I can let the plotter draw them all out for me.
A sort of pen plotting fax machine.
I’ve been stressed the past two weeks, and probably the next two, such is life!
So tell me, what would you do with a desktop pen plotting fax machine?
Next newsletter will be Thursday 29th October, oooooooh, spooky!!!
Love you all
Dan
❤️
PS. This looks new
https://bantamtools.com/products/handwriter
https://bantamtools.com/products/fontmaker
Here is the audio, video, and transcript. Excerpt:
Cowen: Unreleased models — why are they important?
Patel: As in the ones that are internal to the companies?
Cowen: Well, many companies have unreleased models. Maybe it would cost too much to release them or they’re not safe yet, but the public doesn’t see them.
Patel: Yeah.
Cowen: You’re an insider. Whether or not you see them, you hear about them; you know something about them. How should we think about unreleased models, and how does that change our picture of what’s going on?
Patel: I think there’s a very frustrating element to the current situation right now, where people inside the A.I. labs claim to have evidence that makes them more worried, and they are not allowed to talk about it. This makes it a very difficult situation on the outside to evaluate how worried we should be.
For example, maybe two days ago, I was talking to somebody at Anthropic, and they were like: Look, I expect A.I.s to beat humans at A.I. research within nine months.
And I’m like: Why do you believe that?
They’re like: It’s not just vibes, but I have information on the inside.
I’m like: What is it? Is it a new model? Is it some evaluation you ran?
He’s like: I can’t talk about it.
I think it’s a terrible state of affairs. If they really believe this, if they think that we’re in a situation where we’re less than a year away from automating A.I. research and radically speeding it up, they should make this evidence public.
I especially worry about the following scenario, whereas A.I.s get better and better at making A.I. progress faster and automating it, they will be inclined not to keep releasing models that are even close to their smartest models externally, because then if they release those externally, it would help others make smart models.
And it’s just kind of a schlep to release models externally. You need all these safeguards and everything.
Cowen: So the gap between what they know and what we know would get bigger and bigger under that scenario. We’d end up more in the dark, more surprised when things happen. It would be harder for regulators, policymakers, members of Congress, everyone.
Kudos to Dwarkesh for taking the other side of the microphone. Do also see our discussion of AI psychosis, among other topics.
The post I guest host the NYT podcast and interview Dwarkesh appeared first on Marginal REVOLUTION.
Up, I bless God being now in pretty good condition, but cannot come to make natural stools yet … [and going to enjoy my wife this morning, I had a very great pain in the end of my yard when my yard was stiff, as if I strained some nerve or vein, which was great pain to me. – L&M]
So up and to the office, where we sat all the morning, and at noon dined at home, my head full of business, and after stepping abroad to buy a thing or two, compasses and snuffers for my wife, I returned to my office and there mighty busy till it was late, and so home well contented with the business that I had done this afternoon, and so to supper and to bed.

Join us for a conversation on how machine learning is transforming the GEOINT mission across different markets
The post Oct. 29: Applying AI to the GEOINT Mission appeared first on SpaceNews.

In this episode, SpaceNews’ Mike Gruss talks with NASA’s Shatel Bhakta, the principal systems engineer for Moon Base, about what’s needed between now and 2028 and the incremental steps to […]
The post How NASA is thinking about a moon base appeared first on SpaceNews.

BELLEVUE, Wash., Oct. 15, 2026 — Agile Space Industries, a leading provider of in-space chemical propulsion solutions, has expanded into the Seattle metropolitan area with the opening of a new […]
The post Agile Space Industries Expands to Seattle Area with New Bellevue Office appeared first on SpaceNews.
Links for you. Science:
Sexually Transmitted Diarrhea Becoming Drug Resistant—Should US Be Worried? (paper here)
A closer look at Bald’s eyesalve, an ancient remedy with antimicrobial properties
How a Controversial Hepatitis B Study Was Funded by the CDC Amid a Global Swirl of Criticism
NIH appears to shut down comments on science peer-review rule change ahead of schedule
Nevada scientist among those logging ‘lost’ species as fewer endangered species are listed
Worlds More Habitable Than Earth? They’re Out There. Scientists believe there are planets outside our solar system where life is even more abundant and sustainable.
High-speed video reveals how honey bee stingers pump venom
Other:
If Democrats Win the Senate, They Cannot Play Games
D.C. Voters Face a New Math Problem Under Ranked-Choice Voting (important; wrote about this here)
Why Did DOGE Exist? Now We Know.
Casey Newton And John Gruber Slink Back To Elon Musk’s Right-Wing Propaganda Machine. Tech journalism mainstays are feebly rationalizing their return to a broken, billionaire-run right-wing propaganda website.
Fighting Israel to the Last Palestinian. Tehran’s campaign to destroy Israel has immiserated the people it purported to help and strengthened the Israeli right.
Nothing But Grift
Exposure Is Not Accountability
Men In Good Standing
House Republicans Launch Investigation Into D.C. ‘Jury Nullification’
Kimberly Guilfoyle’s burn book revealed. Her MAGA secrets kept in a journal so potent it has nervous Trump insiders fearing revenge
‘I’m Not Going to Have Blood on My Hands’: Why Nicole Noren, a decorated ESPN producer, quit in protest.
Warhammer 40K Is Cool
Character.ai’s Bankruptcy Documents Show the Economics of AI Don’t Work
Fascists Really Believe It
MAGA Voters Wreck Trump in Focus Group: “Nothing But Lies”
AI and the Core Feature of the Silicon Valley Economy
We Know How to Fix Homelessness. Look at Denver.
Dade Phelan Says Republicans Are “Freaking Out”: The former Texas House speaker and Paxton antagonist on why he’s buying a blue wave.
Inside Kimberly Guilfoyle’s Final Days as Ambassador to Greece
Why Democrats must keep calling out GOP bullsh*t on sight
Elon Musk’s PAC is spreading inaccurate voting information, election officials say
No More Child Actors
Annualized Enron Rate
Pangram Flagged My Own Writing as AI
I Lived at Chi Phi in 2012. Now I Say Tear It Down and Build Something New
Bidenomics was working. Crisis began when Trump ended it
Ticket Resale Platforms Sue D.C. to Block Price Cap. A D.C. law going into effect in January will cap resale tickets at 10% more than their original value.
Federal judge halts USDA relocation plan impacting DC, Maryland jobs
3 men who Rep. Nancy Mace called out on House floor charged in sex assault investigation
Kimberly Giulfoyle ‘holed up’ in Athens with no one to trust after Trump ouster

I was waiting to hear how White House Press Secretary Katie Zacharia would explain how and why she claimed she’d taken the bar exam in China despite that not being completely possible. She’s still mainly refusing to answer this question. But the Journal reports that Zacharia sat for the bar exam in California in 2011 but didn’t pass. (In fairness, many people don’t pass on their first try. California is known as a challenging bar exam.) The Times meanwhile got a moment of phone time with her on a tarmac in Arizona and asked her about taking the bar exam in China.
It was all a misunderstanding, apparently.
“I assumed the question was, ‘Where were you after law school?’” she said, taking a quick phone call on the tarmac in Arizona, where the president was holding a midterm rally.
“That’s all I could hear over the sound of Marine One,” she said. “And, wanting to respect protocol, the distance behind the president, kept me from moving closer to hear the question.”
I’m not sure that makes any sense. But okay.
It turns out that basically everything law related on her CV/LinkedIn page was either misleading, false and — in the case of identifying herself as the “General Counsel” of a California political/public interest group founded by Ric Grenell — possibly even criminal.
Jonathan O’Connell, Sarah Blaskey, and Aaron Schaffer, reporting for The Washington Post (News+ link; Archive.today link):
A list obtained by The Washington Post reveals all the major donors to President Donald Trump’s White House ballroom project, including previously undisclosed contributors who have benefited from regulatory decisions, government contracts and, in one case, a pardon for a family member.
Tech giants Nvidia and Apple each committed $25 million, the top contribution amount, the list shows. The Adelson family, one of the GOP’s largest donor dynasties, committed that sum as well, as did billionaire Charles Ergen, co-founder and chairman of telecommunications company Dish Network.
Absent from the list is Trump himself, who has said that he is helping to pay for the project. “It’s being paid for a hundred percent by me and some friends of mine,” he said last year, days after demolition began on the old East Wing.
The White House publicly identified 37 people, companies and foundations as donors last October, without revealing the amount of their individual gifts.
The list obtained by The Post, an internal spreadsheet used to track contributions for the fundraising effort, contains the source, date and amount of all 67 donations above $10,000 recorded as of late last month. It shows a total of $333 million from private donors, aligning with the administration’s public statements. Additional records, also internal to the fundraising effort, provide more detail about the donations and indicate that at least $77 million came from donors who requested anonymity.
In addition to being a shameful display of abject corruption, it’s also a shameful act of support for horrendous architecture. This entire edifice ought to be destroyed — I won’t vote for any Democratic candidate in the 2028 primary who doesn’t pledge to knock all this Trump cack to the ground in January 2029. That’s table stakes.

“Democrats have been way too timid and modest in their expectations in the past. There’s a real chance for something big happening with this election, and I’m kind of old. So why not see if you can if there’s anything you can do to help?”
That’s a quote from Steve Pajcic, who was a politician himself decades ago and appears to have made a bundle of money over the years and has become a fairly prodigious philanthropist. There’s a Times write-up of him today — that’s where the quote comes from — and it’s about his and his children’s decision to drop about $7 million late dollars in the longshot quartet of southeastern Senate contests in Florida, South Carolina, Mississippi and the no-longer-so-long-shot race in Kansas.
I want to zoom in on Mississippi. This is definitely a far, far reach for Democrats even in a flood tide political year. Democrat Scott Colom is challenging Republican incumbent Sen. Cindy Hyde-Smith. As we’ve discussed, a lot of these front-line red state contests this year involve the interplay of two interrelated factors: very Republican electorates and very bad Republican candidates. The two factors run together. In most of these states you have pretty bad candidates because you don’t need terribly good ones. But this political cycle is putting that safety in question. Hyde-Smith is an example of that. She’s a bit like GOP Sen. Ashley Moody in Florida who was Florida Attorney General, an elected position but not a terribly hard race to win in recent years. She’s been involved in various DeSantis-adjacent scandals before being appointed by DeSantis to serve out the rest of now-Secretary of State Marco Rubio’s term. Hyde-Smith was Ag Commissioner in Mississippi before being appointed to serve out Thad Cochran’s term in 2018. She beat former congressman Mike Espy in 2018 with 54% of the vote after eliminating far-right perennial candidate Chris McDaniel. She beat Espy again for a full term in 2020, again with 54% of the vote. Hyde-Smith’s final vote was a fraction of a percentage point better in 2020 than 2018. But it’s notable, and not in a good way for Democrats, that she got the same result in the wave year of 2018 as the non-wavy presidential year of 2020.
Mississippi is a unique state. Almost 38% of residents are Black, and there’s a substantial base of Democratic voters. That’s the highest of any state in the union. But as is usually the case in the Deep South, racial polarization rises in proportion to the percentage of Black voters. So Democrats can get into the mid-40s in a statewide election. But getting to 50% is very, very difficult. Getting to 50+1 for Democrats, overcoming that intensity of racial polarization with the scant but non-trivial number of white Democrats in the state, has a bit of a Zeno’s Paradox feel to it.
Hyde-Smith is not a good candidate, just in pretty objective terms. And like Roger Marshall and Pete Ricketts she wasn’t expecting to be in any kind of real campaign. Colom is currently running a great and pretty hilarious ad which features a clip in which Hyde-Smith gets asked about the skyrocketing cost of beef and lamely answers “you know you have so many proteins to choose from.” This is followed by “voters” dumping on Hyde-Smith that they don’t want to “pick another protein”; they’d rather just pick a new senator. It’s a super good and entertaining ad. You can watch it here.
As far as I can tell every poll released to date was tied to Colom’s campaign or supporting his campaign. But a new poll just came out showing Colom four points back, 52% to 48%. (The pollster, Wedgepolls, seems relatively unknown but at least meets the criteria for inclusion of aggregators like the Times.) I don’t have any more insight than you about whether Colom has any kind of actual shot. If there’s a shot, it would turn on a mix of deep disenchantment with Donald Trump, a mix of a few Republicans voting for Colom mixed with a small but significant number not voting at all. Added to that is the fact that Mississippi is ground zero — or one of several — for the impact of the Supreme Court’s declared (Louisiana v. Callais) open season for racial gerrymandering and the elimination of Black majority districts across the South. (Mississippi was unable to use a new map this year but says it will in a future election.) So in addition to Democrats being super energized as they appear to be around the country right now, Black voters may have an extra level of motivation and turnout potential even on top of that reacting to the national assault on Black voting power, especially in the Deep South. If you assume that 52% to 48% margin in this first independent poll is accurate, it’s conceivable that that’s a margin that could be overcome by strong differential turnout.
Looking at the history and the numbers it’s hard to conclude that there’s much real chance of overcoming these inflexible realities of Mississippi politics. But if there’s a year to watch for it, this would be it.

Back in August I did a write-up on a deep dive on polling error put together by Republican consultant/pollster Pat Ruffini. When it comes to Ruffini’s work, I have a funny mix of assumptions and impulses. Ruffini’s a data guy and not a bullshitter. His numbers and analyses are real and solid. He’s also a Republican partisan. So he’s not above looking for the most favorable possibilities in the numbers. And I think it’s fair to say the series he’s done on this is generally aimed at Republicans and trying to send the message, “It might be okay” or “It’s not as bad as it looks.” At the same time, I am eager for it to be as bad for Republicans or worse than it looks.
Take that for what you will. Just a little truth in advertising and transparency for all involved. Ruffini just did a follow-up on this deep dive where, amazingly, there’s a new reason to think it might not be as bad for Republicans as it looks! Again, though, Ruffini’s a smart guy with a lot of data up his sleeves and he might be right.
In any case, let’s review his earlier findings. Essentially, what he found is that in the last four election cycles, polls have consistently overestimated Democrats in Senate contests during the summer. In presidential years, the polls get more accurate toward Election Day but there’s still a substantial average bias in favor of Democrats. In midterms, though, that bias basically evaporates by Election Day. Individual polls might miss but, on average, polls are quite accurate. Back in August the argument was, sure it looks bad now but this is the summer and they’re about to start trending back to the Republicans!
But that didn’t happen. In fact the polls got worse for Republicans just as they are supposed to be trending toward more accurate reads of the final result. And that’s where we are now.
So in Ruffini’s new update we find out, there’s more! Sure, the the polling error on average basically evaporates. But the average conceals something which now looks pretty helpful for Republicans. Despite the averages, Republicans end up doing a bit better in red states and Democrats do a bit better in blue states. But even with that basic pattern, there’s still a bit more final advantage for Republicans. That’s welcome news for Republicans since basically the whole playing field now is in red states. (I’m being a bit unfair here to Ruffini. This fact is in the earlier deep dive. But it’s buried. It’s the centerpiece of the new update.)
He notes something else that fits with our general understanding of the Trump-era electorate but is worth pointing out explicitly. It’s not just red states. It’s especially red states with large number of white non-college voters. So if we’re going to see this break toward Republicans in the actual election results, we’d expect it to be more likely in, say, Iowa and Ohio than Texas.
The other issue is the number of undecided voters. What we’re really talking about with Democrats and Republicans doing better in their “own” states is a reversion to the mean, or muscle memory. If candidates are tied at 45% in a red state, you figure that partisan muscle memory is going to kick in with the undecided voters and they’ll disproportionately break to Republicans. Same goes for Democrats in a Democratic state.
There used to be a conventional wisdom — and it was before the era of data-diving so I’m not sure it was true — which held that undecideds tended to break against the incumbent. The thinking was that the voter knows the incumbent. If they’re still undecided by the end of the campaign, most of those undecideds actually won’t vote for the incumbent. They just haven’t made that decision conscious yet. Or they haven’t quite come around to the necessary implication of that inability, which is that they are going to vote for the challenger. If this was ever true it seems to have been rendered inoperative by our more intensively partisan era.
What’s the upshot of all this? I guess just the obvious one that some of these red state contests that are super close could end up being a couple more percentage points favorable to the GOP. And the Republican wins. That looks most obviously possible in Iowa and Kansas, which are very close to ties in the polls.
Another point I haven’t mentioned much is that Ashley Hinson, the Republican Senate nominee in Iowa, is a strong candidate. No generational talent but a strong candidate. She’s kept the race close to even amidst an incredibly unfriendly environment. Here you see the contrast with Roger Marshall in Kansas. And really with Ashley Moody (FL), John Husted (OH), Ken Paxton (TX), Michael Whatley (NC), Mike Collins (GA), Dan Sullivan (AK), Pete Ricketts (NE). These range from meh candidates to horrible candidates. Some are from states that don’t have many contested general elections; others were gifted appointments or nominations by Donald Trump or Ron DeSantis. And as I’ve noted earlier, in addition to the bad environment, this is playing an important role in this cycle. Hinson and Maine Sen. Susan Collins are the two candidates who have real skills, and they’re both in contention.
It’s important to remember that these are general patterns in the last four election cycles. That’s a very small data set. Things tend to be the same until they’re not. You can’t just assume recent patterns in future results. And there are factors in this election — sharp swings of Hispanic voters against Trump, rural discontent tied to Trump’s trade policies, just Trump’s extreme unpopularity. What still remains to be seen is what will happen with whites without college degrees, the demographic group Trump has a particular hold on and with which pollsters have the most challenges.
“According to sources who spoke to WBTV on the condition of anonymity, the text thread between some Charlotte-Mecklenburg police officers includes a competition over who can pull over the most black drivers. There are also numerous uses of the ‘n-word’ related to use of force and discharging firearms at black residents.”
— WBTV3

Update 8:23 p.m. EDT (0023 UTC): SpaceX landed its booster on the droneship.
As the bugle call and National Anthem sounded across Vandenberg Space Force Base, a SpaceX Falcon 9 rocket launched carrying a classified payload for the United States Space Force on Thursday evening.
Liftoff from Space Launch Complex 4 East happened at 5:01 p.m. PDT (8:01 p.m. EDT / 0001 UTC). The mission, designated USSF-481, took a southerly trajectory upon leaving the pad. Hazard warnings suggest that it flew to a low Earth orbit inclined about 80 degrees from the Equator.
SpaceX launched this mission using the Falcon 9 first stage booster B1081. This was its 28th launch following four missions for NASA, three nationals security missions, two Transporter rideshare missions, two missions for Europe, and 16 Starlink missions.
A little more than eight minutes after liftoff, B1081 landed on the droneship, Of Course I Still Love You, positioned in the Pacific Ocean. This was the 228th landing on this vessel and the 671st Falcon booster landing to date.
The USSF-481 is also referenced as “TH-2” in public notices. It’s the second “TH” mission launched in as many months with the first being USSF-259 or TH-1 on Sept. 16.
Spaceflight Now reached out to the Department of the Air Force regarding the nature of the mission. This article will be updated if we receive a response prior to launch.
A SpaceX Falcon 9 rocket launching on a secretive mission for the U.S. military gets a musical send-off from Vandenberg Space Force Base with the five o’clock bugle call ‘Retreat’ followed by the National Anthem. https://t.co/4YMB8Ha6ih
— Spaceflight Now (@SpaceflightNow) October 16, 2026
Matthew Green has a new site that tries to estimate the number of cryptanalyst-hours that have been spent analyzing different public-key algorithms:
Abstract: We estimate how much public cryptanalysis each public-key assumption has received, using the literature itself as the instrument. From roughly sixteen thousand candidate papers we classify cryptanalytic work on ECDLP, structured and plain lattices, syndrome decoding and their comparators, then convert papers into estimated research-allocation years through a person-level author map. These publication-based estimates may substantially overstate actual time spent. Lattices have overtaken elliptic curves in this cumulative measure only recently; we express that history as inference budgets under stated productivity assumptions. The study was conducted by AI models: Claude Fable 5.1 and Claude Opus 5.5 built the pipeline, ran the analysis and wrote this page, with contributions from GPT-6 Astra. Matthew Green set the questions, made the key methodological decisions and oversaw the work.
There are a lot of caveats to this analysis. It relies on published work, so anything unpublished does not count. This includes both academic cryptanalysis that didn’t result in a paper, and intelligence agency cryptanalysis done in secret. But it’s a good first stab at a metric of this sort.
1. Claims about military satellites.
2. book talk.
5. AI, automation, and the Indian workforce.
6. How language models revise the documents that govern them.
7. Arpit Gupta, economist, visits Anthropic.
8. Ten-year yield is down, even though inflation came in higher than expected.
The post Thursday assorted links appeared first on Marginal REVOLUTION.
One of the great ironies of American politics is that Donald Trump won the 2024 election basically because a significant number of credulous voters believed his promises to bring prices down beginning on “day one.”
What actually happened was that America, along with the rest of the world, experienced a temporary surge in inflation in 2021-22, mainly because of the lingering effects of Covid disruptions. And voters still blamed Joe Biden for that surge.
But by 2024 the war against inflation had been largely won, at startlingly low cost — the recession many analysts claimed would be necessary to get inflation down never happened, but inflation came way down anyway.
And then Trump snatched defeat from the jaws of victory.
There is still some controversy among economists about how much responsibility Biden administration policies bear for the 2021-22 inflation surge. My view is, very little. But there is no question who is responsible for the resurgence in inflation: this is all on Trump, first the tariffs and then then the Iran war.
And there’s a big risk that the succession of inflation shocks will do what the post-Covid shock didn’t: get entrenched in expectations, so that we will need a recession to get inflation back down.
I’m in Oxford, giving the James Martin Memorial Lecture this afternoon. So that’s all for today.
Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO
The phrase "told investors" appears four times in this FT article, which reports on Anthropic's day of hosting investors on Wednesday. Lots of details in here from "people with knowledge of the matter".Key things I learned from the article:
This point about distillation is worth quoting in full (highlight mine):
The start-up has also clamped down on “distillation” — a controversial practice whereby rival AI labs train their models on the outputs of more advanced ones.
When rival companies “distil” their models from Anthropic’s models, that involves heavy usage and spending.
Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue and that they had cut it back “materially” in the third quarter of the year, said four people with direct knowledge of the matter.
Napkin maths says that if distillation was 5% of their Q2 revenue (before they cut it back in Q3) then unnamed "other labs" spent over half a billion dollars distilling Anthropic's models in that quarter!
Also notable: Anthropic appear to no longer be leaning on "annualized run-rate revenue" (previously) in these communications to their investors.
Tags: ai, generative-ai, llms, anthropic

A little over a year ago, a bunch of people were worried that the AI data center boom would result in an epic bust, much like the railroad bust in 1873. I wrote about the possibility at the time:
The basic idea is that even if AI is an incredibly useful technology and creates enormous economic growth in the future, the people building the infrastructure (data centers) might borrow so much money that they can’t pay it back in time. Last summer, the AI industry’s revenue was growing, but not nearly as fast as the amount of money being spent. But the “hyperscalers” building the data centers were mostly spending their own cash instead of borrowing money, so the danger wasn’t imminent. The worry was mostly about the future — if spending continued to increase and revenue didn’t accelerate, there could be an 1873-style bust.
Well, now it’s the future, and two things happened. Spending did accelerate, and hyperscalers started having to borrow money to keep increasing their spending. But revenue accelerated even more. The release of Claude Code, Codex, and other agentic coding tools proved to be the “killer app” of AI, and suddenly Anthropic and (to a lesser extent) OpenAI were rolling in cash:

So like in summer 2025, we aren’t obviously heading for a big AI bust in the near future. But the stakes are higher now — because companies are borrowing a lot more money now, any slowdown in the torrid pace of AI revenue growth could cause a blowup.
The amounts of money being thrown around here are just staggering. A year and a half ago, the AI boom was still significantly smaller than the railroad boom of the late 1800s, as a percent of GDP. Now, there’s an active argument as to which one is bigger.
This debate doesn’t really matter, because the basic message is just “Wow, it’s a lot of money.” But it’s fun to look at the numbers people are throwing around. Stijn Van Nieuwerburgh gives figures of 3.63% of GDP for AI and 2.24% of GDP for railroads:

But those percentages are over different amounts of time — the railroad boom lasted a very long time. According to some data sources, railroad spending peaked at around 5.4% of GDP:

And 19th century data are notoriously patchy and incomplete. Some sources claim much higher numbers for the railroad buildout:
Nor do people agree on the size of the AI investment binge. Some sources yield numbers that are much lower than Van Nieuwerburgh’s:
As far as I can tell, the main difference here is assumptions about costs. The banks and ratings agencies are using announced dollar spending; Van Nieuwerburgh is using announced physical construction projects and then making assumptions about how much those projects will cost. The biggest reason he gets a higher number is that he assumes data centers are going to cost a lot more than the hyperscalers think.
Meanwhile, Dylan Patel claims over 6% for the AI boom already, once you include all types of AI-related infrastructure — fab equipment, chips, energy, and so on.1
But whatever the correct numbers are, the basic point remains the same: AI is now one of the two biggest infrastructure booms in American history, by a large margin.
So it’s understandable that people are worried that the two booms could follow similar paths. For the railroads, that path included a big crash in 1873, which caused a huge decade-long depression in the U.S. economy. A lot of people are watching for something similar to happen with data centers, and the chorus of skeptical voices is beginning to swell again.
OK anyway, on to the real point of this post. The flood of revenue that accompanied the rise of coding agents quieted the talk of an AI bubble for a while, but now it’s back. The first reason is the rise of AI-related debt. In the early years, the hyperscalers — data center builders like Amazon, Google, Meta, and Oracle — mostly paid in cash for the data centers. These companies get tons of cash from their software and cloud businesses, and they ended up spending most of it on AI infrastructure. But now the buildout has gotten so big that they’re having to borrow a bunch of money to keep ramping up spending:

For all of the hyperscalers except Microsoft, free cash flow either went negative in recent months or is expected to go negative late this year. This has been a giant boon for semiconductor companies — Nvidia, TSMC, and the rest:

All this debt creates a financial danger that didn’t exist before now. When they paid in cash, hyperscalers were safe — if AI revenue disappointed, their stock prices would go down, but their businesses would just keep going and they’d eventually recover their profitability. But the more hyperscalers borrow, the more revenue they’ll need just to stay solvent; if the revenue doesn’t arrive, they might have to default on their debt.
Here's the program for the NBER Market Design Working Group Meeting, Fall 2026
I'll be discussing Moral Economics with Canice Prendergast.
Because it seems like the D.C. Council and some Initiative 83 (ranked choice voting) supporters really screwed the pooch. The Washington Sun explains (boldface mine):
The mathematical friction stems from a unique structural feature of D.C. governance. Under the 1973 Home Rule Act, Congress mandated that two of the D.C. Council’s four at-large seats be reserved for non-majority party members. To adhere to that law, the District combines a two-seat contest into a single ranked race rather than holding separate elections.
Under D.C.’s vote-counting rules, candidates with the lowest totals are eliminated round by round, transferring their ballots to lower-ranked choices until two candidates remain standing. But those vote transfers only happen for voters whose initial choices get knocked out. If a frontrunner stays in the lead and wins the first seat, those ballots freeze — leaving the second seat to be decided without those voters’ input.
In heavily Democratic D.C., that system creates a unique political headache. The Democratic at-large nominee, Oye Owolewa, is widely expected to draw a dominant share of first-choice votes. Because those ballots stay locked with Owolewa throughout tabulation, Democratic voters who rank him first effectively surrender their say in deciding which candidate wins the second open seat.
This dynamic has shattered traditional campaign playbooks. In previous elections, voters could easily split their two selections between a Democrat and an independent candidate. Now, because a top-choice vote for a frontrunner swallows down-ballot power, candidates are locked into a zero-sum fight for the top spot.
Independent incumbent Elissa Silverman has shifted her strategy to explicitly warn supporters that ranking the Democratic nominee first invalidates their vote for her, urging them instead to “Rank Elissa #1.” Owolewa, meanwhile, is leaning into the city’s deep-blue electorate, encouraging voters to lock in his victory by making him their first choice.
I can envision a scenario where Owolewa, the Democratic primary winner, gets the overwhelming majority of first rank votes–D.C. is a Democratic stronghold. I also can envision how a large majority of these voters could rank Silverman, a de facto Democrat who won the independent non-partisan primary, as second, out of inertia, habit, or even just the order on the ballot, because, in past elections, you just chose two candidates, no ranking. That could mean a large majority of Silverman’s votes would never be counted, even though the majority of voters chose her.
In other words, you could get something like this after the first rank votes are tallied:
Given how D.C. counts ranked choice ballots, that would mean the Republican would win.
Of course, if people read My Mighty Blog, and then everyone ranks Silverman first (not likely, admittedly), then Owolewa could be screwed in the same way. While this is an absurd situation, it also is serious: many voters could be denied one of their two votes for At-Large Council members. This is a failure not only by our elected officials, but also by most news outlets who have not reported this, including The Washington Post.
It is bad enough that D.C. residents’ self-governance is under external assault by the forces of reaction and fascism, it should not be assailed by internal incompetence too.
*SWIDT?
TheoPhysEval: We present a suite of 50 unpublished research-level theoretical physics problems with verifiable answers. Without AI assistance, a typical problem in our collection could be solved by a world expert in about a day or less but would take considerably longer for experts in adjacent specialties. We test the ability of off-the-shelf AI agents to tackle these problems autonomously, without human hints. When given access to tools available in a realistic setting, including the ability to search the literature and write scripts for numerical and symbolic work, the best-performing agent, GPT-6-Astra harnessed in Codex, obtains the final answers with a near-perfect accuracy of 98% at an average cost under USD 3 per problem.
Example question: Consider one-dimensional class D fermionic systems, with no microscopic symmetries other than fermion parity. Restrict to the trivial phase and to free-fermion models. Using the suspension construction, construct a two-parameter Hamiltonian corresponding to a fermion parity pump. What is the central charge of the critical theory at the diabolical point? Under free-fermion perturbations, what does the diabolical point destabilize to?
But here is the most remarkable part from one of the authors, theoretical physicist Suvrat Raju:
Our initial evaluation suggested that GPT-6-Astra’s score was in the late eighties followed closely by Opus 5.5 But, as we started to investigate the mistakes that the models might have made, the models, especially Astra, insisted that they were right and that it was the expert-supplied answers that were erroneous. When we went back to the experts it turned out, in multiple instances, that the experts found some subtle errors buried deep inside their calculations. As they revised their answers, Astra’s score started to inch up and it finally ended up with 98% (49/50).
In other words, instead, as originally intended, of the human answers serving as ground truth to test the AI, the AI answers were ground truth for testing the experts. As I commented on twitter, we are at “the fuck” level.
The post Astra Held Its Ground (Truth) appeared first on Marginal REVOLUTION.

Why aren’t we all Neanderthals? These ancient bird figurines suggest that art was essential to our evolutionary success
- by Aeon Video

What we claim as ‘true’ is not a ceiling we are forever failing to reach but something that changes as we climb toward it
- by Alexander V Gheorghiu
They are so very, very good at matching me to the books I wish to read and the music I wish to listen to. In this odd sense they are not very sticky. The LLMs are amazing, but the world is awesome too! Thus the LLMs keep on sending me away. There is quality travel as well.
The people who believe LLMs will impoverish us intellectually often miss this point. And it might also provide a cap on market demand. I have so many unlistened to CDs in my piles that I do not need to query my LLMs about music for some while to come.
The post Why I do not use LLMs more appeared first on Marginal REVOLUTION.
The cost of the I-205 Abernethy Bridge, approved in 2018, based on a cost estimate of $248 million, has just reached $885 million.
The latest cost overruns stem from disputes with Kiewit Infrastructure West, the project contractor and associated delays.
ODOT also “deferred” a key part of the project (soil stabilization to protect bridge columns) and now that bill, estimated at as much as $125 million is coming due.
With a total price of $885 million, the 2,727 foot bridge expansion project (which involved new bridge supports, as well as widening the bridge roadway to accommodate additional lanes), costs about $1.7 billion per mile, ranking it the fourth most expensive projects per mile in the United States (ODOT’s Interstate Bridge Replacement and and Rose Quarter Freeway widening rank first and third most expensive per mile.
This is just the latest installment in a long running series of cost overruns on major highway projects, what we’ve come to call the Oregon Department of Transportation’s “Reign of Error.”

In 2018, the Oregon Transportation Commission received a “Cost to Complete” Report for the I-205 Abernethy Bridge, saying it would cost $248 million. (Contrary to later claims, this was not a slap-dash estimate: ODOT paid HDR engineers $12 million to undertake a six-month long study, work closely with engineers, allow for inflation, and provide a solid risk-based estimate). The Commission approved moving forward with the project (hoping it would be paid for with a combination of federal grants and toll revenues (neither of which materialized). When it opened bids in 2022, the cost of the project soared to $495 million. Once construction started in earnest, there were a steady series of cost increases, first to $622 million, then. $750 million, and then $815 million. The project was delayed and became mired in disputes between ODOT and its lead contractor.
At the August, 2026 Oregon Transportation Commission meeting, we learned the new cost of the project: $885 million. That cost estimate reflects the ongoing dispute with the existing contractor as well as the final plans to undertake a key bit of project work that was postponed several years ago. The actual cost figures are spread across two slides. The “Finance Update” slide reveals that the project has received $815 million in funding to date. The following “needs assessment” slide identifies $70 million in “minimum future additional need.” Together these represent a total of $885 million.

And, as usual, the footnotes to the second slide indicate that costs could go higher still: ODOT is still working with Kiewit to finish constructing the bridge itself, and still has to do a final cost risk assessment.
Even as the cost of the project was rising in 2022, ODOT effectively hid part of the rising cost by postponing a key bit of work until later. That work, “soil stabilization” involves reinforcing the riverbank and nearby soils to protected the structure integrity of bridge supports–and essential part of the project’s goal of assuring the structure is seismically resilient. ODOT simply took that part of the project off the books for a period of years–but now has added in back in to the mix. Staff reports submitted to the Oregon Transportation Commission in August 2026 confirm the delay:
The construction contract was originally awarded to Kiewit Infrastructure West Co for $447 million after soil stabilization work was pulled from the project scope and deferred to a future follow-up contract.
ODOT likes to blame “scope creep” for project cost increases, claiming that local governments or others foist additional demands for project features. But this is essentially the opposite: ODOT re-writes the scope of a project to make it smaller and cheaper (at least temporarily), and “defers” work until later. That bill has now come due, and is about two and a half times more expensive than the $50 million ODOT had budgeted for the soil stabilization work, and could become even more expensive in the coming year.
The Abernethy Bridge project helps give Oregon three of the top four spots in the national table of most expensive highway projects. The Interstate Bridge Replacement and I-5 Rose Quarter Project are first and third most expensive per mile, respectively. And with its new $885 million price tag, the cost of the newly widened and reinforced Abernethy Bridge works out to about $1.7 billion per mile. Here is an updated version of our list of most expensive highway projects. (More details on this research are here).
| # | State | Project Name | Total Cost | Length | Cost / Mile |
|---|---|---|---|---|---|
| 1 | Oregon / Washington | Interstate Bridge Replacement (WA/OR I-5) | $15.00 Billion | ~5.0 mi | $3,000.0M / mi |
| 2 | New York | Brooklyn Queens Expressway Central Project (Brooklyn) | $4.00 Billion | ~1.5 mi | $2,667.0M / mi |
| 3 | Oregon | I-5 Rose Quarter Improvement Project | $3.50 Billion | ~1.5 mi | $2,333.0M / mi |
| 4 | Oregon | I-205 Abernethy Bridge | $885.00 Million | ~0.52 mi | $1,701.9M / mi |
| 5 | Massachusetts | Allston I-90 Multimodal Project (Boston) | $2.00 Billion | ~1.5 mi | $1,333.3M / mi |
| 6 | New Jersey | New Jersey Turnpike Hudson County Extension | $10.70 Billion | ~8.1 mi | $1,321.0M / mi |
| 7 | Connecticut | I-84 Hartford Mobility / Replacement Plan | $5.00 Billion | ~4.0 mi | $1,250.0M / mi |
| 8 | Louisiana | I-10 Calcasieu River Bridge Replacement (Lake Charles) | $3.10 Billion | ~5.5 mi | $563.6M / mi |
| 9 | Texas | North Houston Highway Improvement Project (I-45) | $13.00 Billion | ~24.0 mi | $542.0M / mi |
| 10 | California | Highway 37 (Santa Rosa/Vallejo) | $11.00 Billion | ~21.0 mi | $523.0M / mi |
(October 15: Post revised to correct a typographical error).
According to Ukrainian presidential advisor Serhiy Beskrestnov, last night, without warning, Elon Musk’s SpaceX restricted the speed limits for the Starlink terminals Ukraine’s military uses, known as Starshield, debilitating Ukraine’s drones even as Russian forces launched strikes against Ukraine’s energy and critical infrastructure—the very infrastructure Trump said must be left alone.
As Christopher Miller of the Financial Times reported, Russia launched 39 ballistic missiles and more than 120 drones against Ukraine last night and, just as the night before, Ukraine received no intelligence warning from the U.S. Last night, though, Ukrainian drone operators also found they could not control drones at speeds above 160 kph (about 100 mph). Last night’s barrage was one of the largest attacks of the war, killing at least five Ukrainians and leaving at least 600,000 people without power.
Ukraine president Volodymyr Zelensky noted that “[t]he strike was entirely deliberate and demonstrative in its scale—Russia has never before shown such ostentatious disrespect toward the United States.” He continued: “We ask America and EVERYONE in the world who does not turn a blind eye to reality to respond—and to respond forcefully. Russia has squandered the opportunity for de-escalation and has clearly chosen to continue its insane war of annihilation…. Peace can only come through strength, and we ask America to remember this principle of Reagan’s.”
Ukraine relies on two satellite systems related to SpaceX. One is Starlink, which handles communications, defensive drones, and coordinating ground forces. The other is Starshield, which is used for offensive purposes and is controlled by the U.S. government.
It appeared at first that Elon Musk deliberately sabotaged Ukrainian military operations while they were underway, in defiance of American national security policy. Senator Thom Tillis (R-NC) pointedly wrote to Musk on social media: “[P]lease tell me these overnight disruptions to Starlink terminals in Ukraine were unintended—that [SpaceX] is doing everything it can to fix a temporary glitch.”
He continued: “I’m confident this does not reflect a change in SpaceX policy because if so, intentionally degrading Ukraine’s ability to defend itself might be construed as aiding and abetting a mass murderer. Can you confirm that’s not SpaceX’s intent?”
This would have been at least the second time Musk had used his power over communications to weaken Ukraine. In 2025, Joey Roulette, Cassell Bryan-Low, and Tom Balmforth of Reuters reported that in 2022, as Ukraine was retaking land Russia had invaded, Musk ordered engineers to deactivate Starlink in crucial areas, leaving the Ukrainian military without communications and hamstringing their ability to gather intelligence or aim at targets.
One of the people who told the journalists about Musk’s 2022 order noted that Musk had been able to reshape the front lines of the battle and that he had taken “the outcome of a war into his own hands.”
SpaceX is a defense contractor for the U.S. government, currently receiving more than $16 billion through NASA, the Department of Defense, the Space Force, the National Reconnaissance office, and the Space Development Agency, with as much as almost $30 billion forthcoming if it exercises all its options. SpaceX operates the U.S. military’s primary satellite communications—the same system limited last night in Ukraine—and launches most of the classified intelligence satellites for the U.S.
Musk has spent about $366 million so far to swing the midterm elections toward Republicans, and SpaceX’s undermining of Ukraine supports Trump’s effort to help Russia’s president Vladimir Putin fund his ongoing attacks. That support for Russia flies in the face of traditional U.S. alliances with the democratic nations of Europe, instead isolating the U.S. alongside autocratic Russia.
But after a furious outcry today about the failing communications service that left Ukraine vulnerable to Russian attacks, Musk called out the difference between Starlink and Starshield to blame the change on Trump.
He wrote: “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately [the President of the United States].” Then he added: “Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”
Barak Ravid of Axios reported that both systems—Starshield and Starlink—were restricted.
Ravid also reported that, while Musk blamed Trump for the service slowdown, the White House claimed it had no control over SpaceX, thereby putting the blame for the deadly slowdown on Musk.
The fact that this was the only response of the White House to the profound betrayal of U.S. ally Ukraine tells its own story. Senator Jeanne Shaheen (D-NH), the top-ranking Democrat on the Senate Foreign Relations Committee, noted today that: “The Pentagon is…required to notify Congress if it pauses or downgrades intelligence sharing with Ukraine. If that happens, [Defense Secretary Pete Hegseth] must provide that immediately.”
Foreign affairs journalist Laura Rozen noted that Representative Jim Himes (D-CT), the top-ranking Democrat on the House Intelligence Committee, said the committee has received no such notification and is trying to find out more information.
While Musk and Trump blamed each other for the technological shift that benefited Russia, Ukraine president Volodymyr Zelensky was in London, conferring with Prime Minister Andy Burnham and King Charles III. At 10 Downing Street, the official residence of the prime minister, a gathered crowd greeted him with enthusiastic applause.
The official readout of their meeting revealed their agreement that “Russia had no interest in peace” and noted “Russia’s blatant indiscriminate attacks on civilians and energy infrastructure since President Trump called for an energy ceasefire.”
This evening, Henry Foy, Paola Tamma, Christopher Miller, and Amy Mackinnon of the Financial Times reported that last week, Trump asked European countries to thaw Russian assets that were frozen after Russia’s invasion of Ukraine and to transfer those assets to a vehicle controlled by the United States in order to revive peace talks. European officials declined, but the very idea added to questions about U.S. intentions.
At home, Trump is taking authoritarianism out for a spin.
John McCormick, Michelle Hackman, and Sadie Gurman of the Wall Street Journal reported this evening that the goal of administration officials in investigating the citizenship paperwork of Representative Ilhan Omar (D-MN), filled out by her father when she was a child in the 1990s after the family arrived in the U.S. from a refugee camp in Kenya, is to find a way to strip her of her U.S. citizenship and deport her. In their search on Monday, federal agents took Omar’s cellphone, notebooks, personal computers, and passport.
Omar is running for reelection with Election Day less than a month away. Department of Justice rules caution prosecutors against taking any action that could affect an election, or even create the perception that they are trying to do so.
At a rally today in Bullhead City, Arizona, Trump doubled down on culture war tropes when he told attendees that they must vote for MAGA Republican Andy Biggs because Democrats want to “raise your taxes,…annihilate your very secure borders, decimate Arizona jobs, mutilate your children. They want to mutilate, cut your children. It’s unbelievable what they do…. Your son leaves as Jimmy and comes back home in three days as Janet. And they don’t even ask you.” He urged them to “defeat the Democrat communists and vote for more money in your pockets, bigger paychecks for your families, lower taxes, less crime, a booming Arizona economy…. All you have to do is vote Republican and you’re going to have all that and more.”
But new numbers from the Bureau of Labor Statistics released today showed inflation up again last month, reaching 3.7%, up from 3.4% in August. Politics and national security scholar Nicholas Grossman noted: “In the supposedly horrific year of 2024, monthly inflation averaged 2.9% and was trending down rather than up.”
Morning Joe economic analyst Steve Rattner explained today how Trump and a couple dozen insiders have made almost $2 billion on Trump’s meme coin, while about 2 million Americans lost $4.3 billion. “It’s like buying a pet rock just to lose a lot of money,” he observed.
Gabe Kaminsky, Madeleine May, and Steve Reilly of CBS News reported today that more than half of the people competing for seats at Trump’s next coin dinner use cryptocurrency exchanges that bar U.S. customers, meaning they likely belong to people outside the U.S. The November 22nd dinner will include the top 185 holders of the $TRUMP meme coin.
Zach Everson, a researcher for the progressive consumer rights advocacy group Public Citizen, told the CBS News reporters: “Foreign actors used to need a back door to try to influence a president.” Now, though, “Trump is holding the front door open and inviting them in for a steak dinner.”
U.S. District Court Judge Timothy J. Kelly, a Trump appointee, ruled yesterday that Trump had banned more than 70 journalists from CNN, MS NOW, and Politico from the White House press room because he wanted more favorable coverage. That ban violated both free speech and due process, Kelly ruled, and he said Trump could not ban the organizations from the White House, although he did not address whether the administration could bar reporters from Air Force One or the Oval Office.
Kelly noted that both free speech and due process are protected by the Bill of Rights, as the first ten amendments to the U.S. Constitution are known. The Justice Department says it will appeal. David Folkenflik of NPR noted that after the five major television networks—ABC, CBS, CNN, Fox News, and NBC—rallied together when Trump banned CNN, the Department of Justice announced it is investigating the networks for breaking antitrust laws.
Yesterday Trump posted two videos of people being mauled by lions and tigers. Last night, just before midnight, in the style of strongmen trying to prove they are supermen, he posted an AI video of himself warning a tiger off, then chasing the tiger, tackling it, dominating it, and finally playing with the now docile animal.
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Notes:
https://www.ft.com/content/37085602-726a-44dc-a859-51caab38eb75?syn-25a6b1a6=1
https://www.axios.com/2026/10/14/ukraine-starlink-zelensky-spacex-musk-trump
https://fed-spend.com/blog/spacex-government-contracts-nasa-dod-space-force
https://www.thedailybeast.com/us-government-cant-allow-elon-musk-the-power-to-intervene-in-wars
https://www.nytimes.com/2026/10/12/us/politics/elon-musk-midterms.html
https://starlink.america2.news/?r=r3-3b309b
https://www.gov.uk/government/news/pm-meeting-with-president-zelenskyy-of-ukraine-14-october-2026
https://www.ft.com/content/54353d3a-afed-4fec-985a-50f3dfb9be8e
https://www.lawyersgunsmoneyblog.com/2026/10/find-the-woman-and-ill-find-the-crime
https://www.cnn.com/2026/10/14/economy/us-cpi-inflation-september
https://www.cbsnews.com/news/trump-meme-coin-dinner-foreign-top-bidders/
https://www.npr.org/2026/10/14/nx-s1-6001398/white-house-media-ban
YouTube:
watch?v=YKRA0PF74b0 (At 1:02)
Trump’s Truth:
X:
ZelenskyyUa/status/2110248974485463412
SenThomTillis/status/2110425803804561462
michaeldweiss/status/2110448524223504671
SFRCdems/status/2110479473090978086
lrozen/status/2110540819451216185
Bluesky:
adamjschwarz.bsky.social/post/3mxsy6s4nt22m
nytimes.com/post/3mxu2vxivyw2z
ronfilipkowski.bsky.social/post/3mxtpelevxs2q
ronfilipkowski.bsky.social/post/3mxulgodu4k2t
united24media.com/post/3mxtymmzzo42z
united24media.com/post/3mxttmxgjre2a
Here is the audio, video, and transcript. Here is part of the episode summary:
They start with that puzzle before moving through Gladstone’s startlingly self-interested bet on Egyptian bonds, Bismarck’s role in destroying bimetallism and deflating the world economy for two decades, whether a global silver or symmetallic standard could have worked, Britain’s fateful decision to re-peg the pound to gold in 1926, Hjalmar Schacht’s transformation from the economist who stabilized Weimar’s currency to opportunist collaborator with the Nazi regime, Montagu Norman’s spiritualist beliefs, why the 1920s produced such a creative cultural moment, lessons from the IMF on Ireland’s housing bubble and Pakistan’s two dozen bailouts, what went wrong in the eurozone crisis, Britain’s baffling modern stagnation, and finally to his own restless career — from the World Bank to a failed Iraq film to Ismaili Islam’s uniquely progress-oriented leadership structure, and what he wants to write next.
We open thus:
COWEN: I have a general question about how your work fits together. Your book Lords of Finance, it convinced me that financial crises really matter, and your new book, 1873, almost convinced me that financial crises don’t really matter, because the world just keeps on growing. What makes the difference for when, historically speaking, crises will really matter?
AHAMED: I think the first book, Lords of Finance, was about the financial crisis that really plunged the world into a Great Depression. The second, 1873, is about a crisis that didn’t actually plunge the world into a terrible great depression, but what it did was cause a sequence of effects throughout the world which damaged the political economy of the world for the next 20 years. A better title would have been The First Great Deflation.
COWEN: We’re supposed to believe that deflation is bad, nominal wages are sticky. This was a pretty slow deflation, but by one measure, the major world economies are growing 2.5 percent over the next 20 years from 1873 onwards. How did we adjust so well to this?
AHAMED: Because prices were flexible. Nominal wages went down. I think the distributional consequences and the political impact of those distributional consequences were much more damaging than the pure economic consequences.
COWEN: In the 1920s, and a bit afterwards, of course, you could say politics goes crazy in many countries, most of all in Europe. After 1873, would you say politics went crazy, or it just continued along its 19th-century path?
AHAMED: No, I don’t think it went crazy, but it wasn’t a happy time politically—it’s populism in the United States, the resurgence of protectionism in Europe, the retreat from liberal ideas, the revival of imperialism by Britain when it invaded Egypt. Those were not happy things that happened.
And this:
COWEN: Now, I know you’re listed as non-practicing, but I’m quite curious about Ismaili Muslims and why they seem to be so much more pro-progress, on average, than other parts of the Muslim world. Do you have a view on this?
AHAMED: Yes, very much so, because of our leadership. We Ismailis believe in the leadership of a man, the Aga Khan. We believe he’s the direct descendant of the Prophet Muhammad, and he sets the agenda for the whole community. Many, in the old days, people believed he was divine or he had divine spirit. I don’t think many people believe that anymore, but he’s invested with so much moral authority that if he says, move to Africa, big chunks of the community will do that. He has charted an incredibly enlightened direction for the community. It’s not very large. There are maybe two or three million Ismailis in the world.
COWEN: You think it’s that the Imam is nonhidden that’s useful because he’s a source of ongoing change?
AHAMED: Yes. That was the whole rationale for Shiism.
Interesting and substantive throughout, recommended.
The post My excellent Conversation with Liaquat Ahamed appeared first on Marginal REVOLUTION.