You can’t teach this kind of smoldering charisma. (photo by AFGE)
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Almost every time Chuck Schumer or Hakeem Jeffries has gone on TV since the midterm election, progressives in the Democratic Party base have found something to get mad about. They sound too accommodationist, too eager to work with Republicans (an unreciprocated sentiment), too focused on affordability (which Congress can only do so much about) and not enough on holding Donald Trump and his administration accountable for their abuses. So every new appearance makes Bluesky and other liberal spaces light up with calls for them to step aside and let someone else lead Democrats on Capitol Hill. Meanwhile, progressive organizations are mobilizing opposition to their bids for leadership.
I’ll take a wishy-washy position, which is that while I’m not a huge fan of either Schumer or Jeffries and I’d be perfectly fine with new Democratic leadership, I also think part of the anger at them is slightly misdirected — or if nothing else, it could be addressed with a change in how both they and the Democratic Party in Congress do business.
Where things stand
Some Democrats on the Hill — mostly but not entirely newly elected members — have said they want new leadership. At least 12 Democrats in the Senate have at least said they are open to replacing Schumer. Bernie Sanders and Elissa Slotkin have said they want someone else, as have incoming senators Troy Jackson, Annie Andrews, and Adam Hamilton, among others. It’s an ideologically diverse group; Slotkin, a moderate, defines the argument as “team fight” vs. “team flight,” and she puts Schumer in the latter category.
The main problem for these dissenters is that they don’t have an alternative; as of now, only Chris Van Hollen has even entertained the idea of running against Schumer (he says he’s “very actively in listening mode” on the subject). But keep in mind that Schumer only needs the support of a majority of Democrats to become Majority Leader; if they have 56 seats (which they will if the Alaska race falls their way), that would mean 29 votes would do the trick. While it might change, at the moment it seems likely that Schumer will be able to hold on to the support of that many of his colleagues.
To be elected Speaker of the House, Jeffries will need a majority of the whole House, but he has some wiggle-room there too. There are still a few races to be decided, but Democrats will have something like 260 seats, which means Jeffries could lose as many as 42 Democratic votes and still win. And like Schumer, he has no competitors at the moment.
The problem and the solution
So why do I say the anger at Schumer and Jeffries is a little misdirected? Because it focuses on only one of the many things congressional leaders do.
Here are some of the leaders’ responsibilities:
Build and maintain unity on votes
Plot and implement short-term and long-term legislative and oversight strategy
Plot and implement short-term and long-term communication strategy
Raise money
Communicate with the public
Each one of these may require slightly different skills, and it’s possible to be good at some of them but not others. In addition, the nature of the job changes when the party goes from the minority to the majority; for instance, now Democrats can set and implement a legislative agenda (even if Trump would veto most of what they pass), whereas before they were just trying to obstruct what Republicans were doing.
Those demanding new leadership don’t have any complaints about Schumer and Jeffries’ ability to raise money or count votes. For the most part, they’re worried that the strategies they create for legislating and communicating won’t be sufficiently aggressive. That’s a prediction about the future, but the evidence the critics have comes in part from the way Schumer and Jeffries communicate now, which tends to follow a pattern in which they say disturbingly accommodationist things, then after getting criticized, they sound more pugnacious.
It also comes from the two men’s history, which in both cases is of a creature of the establishment steadily climbing the ranks and building allies while ruffling as few feathers as possible. In fairness to them, managing an ideologically diverse caucus that includes moderates, socialists, and everyone in between is no easy task.
But I suspect that what’s really disturbing those in the party who consider themselves “team fight” is how, well, lame Jeffries and especially Schumer sound on TV. Not only to they fall back on banality and so often sound ready to fold, they’re uncharismatic and uninspiring, just not the kind of people who’ll get you up out of your chair and riding into battle. Jeffries sounds more like your accountant than the leader of a revolution, while Schumer sounds like your parents’ accountant.
The good news
But here’s the good news: One of the many encouraging results of this election is that the Democratic Party is now absolutely brimming with appealing, articulate, charismatic spokespeople who can speak to any audience or all audiences. In fact, given the amount of talent they have, the idea that on any given day Chuck Schumer or Hakeem Jeffries should be the ones going on TV to make the party’s case is ridiculous. Why would you put them in front of the cameras, when you have the likes of Jon Ossoff, Abdul El-Sayed, James Talarico, Annie Andrews, or Rob Sand to make your case? And the fact that a lot of those newly elected (or in Ossoff’s case, reelected) members are handsome devils certainly doesn’t hurt.
And these people are everywhere you look in the party. For instance, I’ve talked before about Sam Forstag, a smoke jumper who just won a Republican-leaning House seat in Montana with a campaign built on strong advocacy for progressive principles and the right kind of populism, and could become a real star. That’s him on the left:
Just sayin’.
Of course, it’s not all dreamy smiles and washboard abs. But there are about a hundred elected Democrats who are more compelling and persuasive than Schumer or Jeffries. So instead of trotting those two out for interviews, put all the party’s new talent in front of the cameras. You don’t want to leave ten rookie of the year contenders on the bench in favor of a bunch of past-their-prime players.
It’s true that the party leadership can’t just dictate every bit of media coverage; almost all politicians want attention, and it’s not easy to stop them. And reporters want to hear from the leadership about many of the insidery, procedural issues Congress deals with. But when it comes to making the case to the public, Democrats have extraordinary assets, and they ought to use them.
What makes this all the more important is that right now, the Republican Party is made up of some of the most uncharismatic, unappealing jerks you could imagine, from JD Vance to Ted Cruz to new House Minority Leader Jim Jordan, whom I like to call Shouty McShirtsleeves. And of course, atop them all is the spectacularly unpopular president, who spends most of his time blathering incoherently about his ballroom when he isn’t spouting off with his latest racist rant. The Democrats should be able to wipe the floor with them in the daily back-and-forth in the media, just as they did during the campaign.
I’m not saying there isn’t a strong case against Schumer and Jeffries remaining the party leaders; even if they stepped back from the public role, they still suffer from the timidity that has been the party’s biggest problem for years, as well as a perception that they’re the most establishment of characters at a moment when anti-establishment aggressiveness is the order of the day. But unless something changes, they are probably going to be in those jobs come January. So at least they ought to realize there’s a much better set of faces for the party to put forward.
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I started a photo365 challenge this year, post one photo a day. On incredibly busy, sometimes stressful days, I’d be ‘Oh shit, I’ve still gotta take a photo and post for photo365’ and I’d manage it. Then mid-year I had my first day off work, to relax, unwind, the whole day to myself and nothing planned.
I had all the time in the world, the hours stretched in front of me.
That was the day I missed taking a photo. It only takes a single minute, and I had so many of them. Once I’d failed on that day, I failed on the rest.
“a newsletter that I thoroughly enjoy is Daniel Catt's excellent Substack. It's one of the few emails that I actually read from start to finish without skimming whenever it lands in my inbox. I'm genuinely curious about Daniel's experiments, and equally entertained by his writing style. That's kind of the effect I want my writing to have.”
…in a deeper piece about writing, feelings, and (I think) validation, being true to ourselves and also a little bit of accountability.
In that post there’s an intention, a plan, also on Ahmad’s website there’s this...
…now I have plans for my website, but those plans sit in my head and if I’m feeling particularly organised; Obsidian, that way no-one will know if I’m succeeding or failing, so the idea of putting the “coming soon” things onto a website, seem… good!
I failed at photo365 on the day when it should have been easiest, and succeed on some of the hardest days of the year.
Writing the newsletter, every other Thursday, is hard. In the end section of each one I put the date the next one will be published. It’s half a promise to the reader, but mainly a challenge to myself; I’ve said it out loud, now I’ve got to do it.
I didn’t tell anyone about the photo365 project, not really, I was the only person I knew doing it, and only accountable to myself. Ultimately that’s why it fell apart.
# BUILD A NETWORK OF FRIENDS
Later in Ahmad’s post, this gem “The 100th issue of his newsletter is also right around the bend, and I'm excited to see what he's going to cook up for it.” - well I’m sorry to disappoint, but here we are 😁
Most people don’t write newsletters, probably because they’re sensible, a crazy few of us do. I’m old enough to remember when blogs were a thing, and people would link to each other’s blog posts all the time, and WebRings, and links-backs; and that was good.
I write this newsletter because a few of my friends also write newsletters, a few of my peers write newsletters, a few people I admire write newsletters.
We don’t link to each other’s posts all the time, but I still feel like we’re part of a network. It’s not spoken, but there’s a form of accountability there.
They found the time to write, I’ll find the time to write.
They’re going through a tough time, and they still wrote, so shall I.
I still write because my friends still write.
Anna Lucia is cycling, through, America, and can still write a newsletter. Meanwhile I’ve just eaten too many chips, and really have no excuse not to write one.
Getting ready to fill a pen with ink
# THE DOWNFALL OF GRAMMARLY
I used to use Grammarly to check the grammar in these newsletters, right up to number #43.
I wanted them to be as good as possible, as well written as possible; I’m not convinced I even got close but grammarly helped me get my punctuation in the right place, stopped me from having run on sentences - even taught me when to used em-dashes (but not how to access them on the keyboard) - when to break a sentence with a semicolon; which I never got the hang of; and still use incorrectly to this very day, oh, and it also taught me not to use ‘so’ all the time, in short, it applied the polish, which was sorely missing from my own writing (it would shout at me for the redundancy in ‘my own writing’).
But then it went all AI, telling me to write a few words and it’d help write the rest of it.
I’d rather my writing be rushed (which it tends to be when I’m still writing past the 7:30pm deadline), often sweary, sometimes nonsensical, full of typos; than polished to competently average.
These newsletters will carry on having that low-fi, rough around the edges, no-ai vibes until LLMs have consumed enough of them that even writing like trash won’t be enough.
I would much rather read people’s actual thoughts and words, than the results of some prompts no-matter how well meaning; I can write my own LLMs prompt on a subject to find out more about it, but I can’t read your thoughts on a subject unless you write them.
100% genuine riso prints to be scanned for textures
An attempt at fixing the Riso alignment issues.
“Colour-Lab” hypercard inspired tool for colour separation and realistic riso print previews, a nearly finished work-in-progress.
An assortment of riso prints
🍿 🍿 🍿 🍿 🍿
# I STILL MAKE VIDEOS BECAUSE MY FRIENDS STILL MAKE VIDEOS
View of my very messy desk as I edit video
Tonino sent me an email (thank you!) letting me know he has a YouTube channel about pen plotters starting with a series of building a ExtruH plotter. I’ve been working my way through them, even though I don’t speak French, YouTube’s auto-translation is… something, but good enough for me to follow along.
I’ve even occasionally had some of the live plotting videos playing in the background while working.
You should subscribe!
# ANNOYINGLY NOTHING
I got an interesting email from the lovely people at Vetro Editions, that said some bits and bobs, then also; hey do you want to know more about █████.
I said yes.
And I haven’t heard anything back yet.
So, there’s that.
There’s a client who I’m supposed to do a █████ for, and when we first signed off on the █████ no-one else was doing the █████, and I’m excited to show off the █████ but I can’t yet because the client still needs to ████ the ██████. And now a few other people have started posted photos of doing ███████ with █████ and while I’ve already ████ █████ the █████ I can’t show any because the █████ █████ █████ and also ███ █████ ███████ ███ ███████ █████!
So, there’s that too.
█ █ █ █ █
# THE END
Looking at the calendar I can see that when I’d normally be saying; “hey the next Newsletter will be with you on Thursday the 16th of November”, I can also see I’m at the Who writes history? conference in the Netherlands.
I think I’m in Amsterdam on Wednesday, Utrecht on Thursday and The Hague on Friday. I’m not sure yet where the base-of-operations will be each night. Either way I will attempt to get the newsletter written on Wednesday from a small café that someone will hopefully recommend to me.
The day that we now recognize as Veterans Day began at the end of World War I, when the armistice that turned into a lasting peace took effect on the eleventh hour of the eleventh day of the eleventh month. In 1954, after veterans of World War II and the Korean War had joined the ranks of returning military personnel, Congress changed the name of the U.S. commemoration from “Armistice Day” to “Veterans Day.”
President Dwight D. Eisenhower, himself a veteran who had served as the supreme commander of the Allied Expeditionary Force in Europe and who had become a five-star general of the Army before his political career, later issued a proclamation asking Americans to observe Veterans Day: “[L]et us solemnly remember the sacrifices of all those who fought so valiantly, on the seas, in the air, and on foreign shores, to preserve our heritage of freedom, and let us reconsecrate ourselves to the task of promoting an enduring peace so that their efforts shall not have been in vain.”
In our day it has become a tradition for political leaders to honor veterans on this day, and today was no exception. Trump delivered a Veterans Day speech at Arlington National Cemetery, although he broke with the tradition of nonpartisan speeches and ended his speech with a defense of his war on Iran and a celebration of the attack on Venezuela that has given the U.S. control of its oil fields.
“We’re taking out billions and billions of dollars of oil and all sorts of other things. Be hundreds of billions very soon,” Trump said. “Nobody’s ever seen anything like it, and we paid for the cost of the war many, many times over already.” “To the victor belong the spoils, they used to say,” he continued. “But you can say it again with us under this leadership.”
Also unusual was the president using the solemn day of remembrance to raise money. J.D. Wolf of MeidasNews reported that Trump used a holiday greeting to supporters to warn that his second term is “moving fast, and we still have major mountains to climb to finish the job. After the unfortunate results of the recent Midterm Elections, The MAGA movement took a blow, but I will not falter…. We don’t have the luxury of slowing down. On this Veterans Day, the spirit of American courage and determination is burning bright in this movement, and we must protect it!” He announced a “Presidential Fundraising Blitz” to “send a powerful message that the American people will never surrender our liberty…the same liberty our veterans risked everything to protect.” “YOU’RE THE ONLY REASON WE SAVED AMERICA,” the message concludes. “NOW I AM ASKING YOU TO CONSIDER MAKING A SMALL SUSTAINING CONTRIBUTION, SO WE CAN COMPLETE THE MAGA AGENDA!”
After the ceremony at the Arlington National Cemetery, Defense Secretary Pete Hegseth and his wife, accompanied by his chief of staff Ricky Buria, deputy chief of staff Patrick Weaver and senior adviser and deputy assistant Tami Radabaugh, stopped for pictures by the Tomb of the Unknown Soldier. One of the nation’s most sacred monuments, the tomb is guarded constantly by a Tomb Guard from the U.S. Army’s 3rd Infantry Regiment, known as “The Old Guard,” and visitors are supposed to remain silent at the tomb.
The group was chatting and laughing, and as Haley Britzky, David Brooks, and Natasha Bertrand of CNN reported, when their laughter floated back to the Tomb Guard, he stopped his carefully choreographed patrol to turn to the offenders and call out: “All visitors will maintain an atmosphere of silence and respect at all times.”
Different ways of honoring veterans were highlighted today, as Trump suggested that the 250-foot triumphal arch he wants to build between the Lincoln Memorial and Arlington National Cemetery is for veterans, although Vietnam veterans are among those suing over its construction. “Soon we’re going to dedicate a magnificent triumphal arch to our veterans, and that’s in honor of our great veterans and our great militaries,” he said. “They’ve been waiting for it for 200 years.”
But in New York City, Mayor Zohran Mamdani had a different prescription for honoring veterans. “This Veterans Day, let us renew our commitment to those who served by confronting the injustices too many veterans still face, from homelessness and isolation to the threat of deportation,” he posted. “Our responsibility to those who served does not end when they come home.”
Eric Umansky of ProPublica hammered this point home today, chronicling the dramatic cuts to the VA, or U.S. Department of Veterans Affairs, the Cabinet-level government agency that provides lifelong healthcare, benefits, and memorial services for veterans and eligible family members. Umansky explains that the VA serves 9 million veterans, providing healthcare that is “essentially socialized medicine,” with doctors, nurses, and staff all employed by the federal government. Umansky also notes that despite occasional scandals and chronic short-staffing, the VA has better outcomes than private care.
But the right wing has worked for decades to get rid of VA healthcare and push veterans toward private sector doctors and hospitals, claiming that such private care is more efficient than government-run healthcare. With data reporting by Joel Jacobs and illustrations by Hokyoung Kim, Umansky’s piece lays out how under Trump and Secretary of Veterans Affairs Doug Collins, the administration initially considered sweeping cuts to the VA but, after massive pushback, appear to have settled on making work conditions so bad people would leave on their own.
Citing national security, they canceled union contracts, ordered remote staffers back to work in buildings that couldn’t accommodate them, required employees to report what they had accomplished each week, and offered incentives to retire or quit. Under President Joe Biden, the agency had been hiring personnel; in the first six months under Trump’s second administration, the VA lost 3,800 doctors, nurses, and “mission critical” staff and eliminated hiring for positions that were open. In September 2025, Collins imposed new caps on staffing levels as part of his plan to cut 30,000 employees, and numbers of employees have continued to drop.
Umansky chronicled the downward spiral of a VA medical center as it and its affiliated facilities lost nearly 10% of their staff. Umansky reports that according to the VA’s watchdog, 97% of VA hospitals report “severe shortages of doctors.” Veterans are being pushed into the Community Care system Trump supports, but those systems are overwhelmed and wait times can run into months. Under Trump the VA has increasingly acted like an insurer, Umansky writes, simply paying private doctors to care for veterans as part of their normal practice.
The privatization of veterans’ care and its emphasis on driving veterans into the private sector contrasts dramatically with the Servicemen’s Readjustment Act of 1945, which transformed the lives of returning World War II military personnel and in the process transformed the United States.
Congress had developed the precursor to what became known as the G.I. Bill in 1943, when Democrats worried that the 15 million soldiers returning from the war would flood the labor market and bring back the Depression. Democrats wanted unemployment benefits for soldiers, as well as education benefits to keep some in school and out of the job market. They also wanted to guarantee home or business loans of up to two thousand dollars to help returning service men and women transition back to civilian life.
Republicans objected to what they saw as a welfare program, but after a great deal of pressure from veterans’ groups, they recognized that opposing a measure to help veterans would be political suicide. Almost all Republicans came around to support the bill on the grounds that they were not endorsing a general social welfare program but rather helping veterans as the government had always done.
The end of the war in 1945 revealed that fears of a returning depression were unwarranted. Most veterans found work: on average, they spent fewer than three months looking for a job; only 14 percent were unemployed for a year. This meant that the unemployment benefits of the bill were far less important than the educational provisions. In late 1945, Congress revised the bill to reflect Republicans’ focus on economic growth rather than Democrats’ fears of returning unemployment. The new bill increased both the reimbursements the government provided schools and the stipends it offered veterans. The G.I. Bill was no longer a defense against recession; it had become an agent for economic growth.
And boy, did it work. The G.I. Bill enabled veterans to get vocational training or a college degree. Fifty-one percent of veterans—7.8 million—went back to school. Colleges and universities built apartment complexes and new academic buildings to accommodate the mature students who were, in some cases, more than doubling the student body. Returning soldiers tended to be serious students, determined to succeed. The G.I. Bill added to the American workforce not only skilled managers but also 450,000 engineers, 180,000 medical professionals, 360,000 teachers, 150,000 scientists, 243,000 accountants, 107,000 lawyers, and 36,000 clergymen.
The G.I. Bill helped four million veterans buy homes. House construction pumped up building trades. Once built, the homes continued to boost the economy. Soon they would fill with the children of the baby boom, who wore diapers and clothes, ate, played with toys, rode bikes, went to school, wore out the furniture, and before long would watch television.
By providing homes and higher education to almost 8 million Americans, the G.I. Bill transformed America. Millions of families vaulted into the middle class and enjoyed a standard of living that would have been unimaginable before the war. The vacuum created as working-class men entered the middle class opened up better-paying jobs at the lower end of the economy, as well.
But the G.I. Bill created a very specific new economy. Women and Black and Brown Americans were eligible for the provisions of the bill, but its benefits nonetheless went largely to white men. White educational institutions excluded Black students, while the chronically underfunded Historically Black Colleges and Universities (HBCUs) couldn’t handle the influx of veterans. Even if a Black veteran could find a place, the local and state VA offices administering the benefits rarely provided them to Black applicants.
Home mortgages and businesses had the same outcome. The mortgages the VA backed relied on local banks and lenders, who routinely refused to lend money for homes in Black and Brown neighborhoods—a practice known as “redlining”—locking Black and Brown veterans out of the measure’s benefits.
Despite its faults, the G.I. Bill did more than any other law in U.S. history to prove that investing in the American people is sound policy. And it harked back to the original Republicans, who believed the government must care for its veterans. Congress established national homes for disabled volunteer soldiers on March 3, 1865, the day before President Abraham Lincoln gave his second inaugural address, in which he asked Americans “to bind up the nation’s wounds; to care for him who shall have borne the battle, and for his widow, and his orphan—to do all which may achieve and cherish a just and a lasting peace, among ourselves, and with all nations.”
Obviously, this entire election cycle has been magical and glorious and amazing and otherworldly. The blue wave, truly, turned into a tsunami, and everywhere one looks they can see a repudiation of the modern Republican way.
It. Is. Historic.
That being said, as I sit here this morning, I have genuine regret over my misdiagnosed assessment of CA-40, a district rejiggered to marginalize Republicans, a district rejiggered to force Young Kim and Ken Calvert into a GOP v. GOP battle, a district … maybe we could have won.
Maybe.
I look back 1 1/2 years ago, before Prop 50, and it all seems so … naive. Young Kim was the incumbent. The district was the district. We needed to find someone to take her on. Simple, right? We have a bunch of events, we meet the candidates, they say a few words, we figure out who stands the best chance. The young Perry Meade? The wealthy Esther Kim Varet? The likable Paula Swift. The sturdy Joe Kerr. The efficient Christina Gagnier.
And that’s how I wrote about it all on this site. Almost like a horse race or arm wrestling tournament. The fastest and strongest would emerge.
Well …
Shit obviously changed. With the state redistricting plan, a bunch of candidates dropped out, a bunch of outlooks shifted—and I pretty much accepted this was a lost cause. I also devoted way, way, way, way, way too much attention to the unhinged exploits of Esther Kim Varet. I looked at her money and her volume and became simultaneously horrified and fascinated. At one point I presumed she was the lone candidate who could even possibly hang with a Calvert or Kim, and stated so.
It was, in hindsight, inane.
The truth is, had we unified to get behind a good candidate with a strong message, there was a shot (albeit, a long-shot still) to have a Democrat among the final two. Maybe it should have been Lisa Ramirez, the immigration attorney. Or Meade, the young gun who stepped away early. Or Swift, a new member of the Assembly. Gagnier (who wound up running a failed bid for county supervisor) had a lot of positive characteristics, and I (wrongly, I now believe) dismissed her for not living within the CA-40 boundaries.
Lay long in bed, indeed too long, divers people and the officers staying for me. My cozen Thomas Pepys the executor being below, and I went to him and stated reckonings about our debt, for his payments of money to my uncle Thomas heretofore by the Captain’s orders. I did not pay him but will soon do it if I can.
To the office and there all the morning, where Sir W. Pen, like a coxcomb, was so ready to cross me in a motion I made unawares for the entering a man at Chatham into the works, wherein I was vexed to see his spleene, but glad to understand it, and that it was in no greater a matter, I being not at all concerned here.
To the ’Change and did several businesses there and so home with Mr. Moore to dinner, my wife having dined, with Mr. Hollyard with her to-day, he being come to advise her about her hollow sore place.
After dinner Mr. Moore and I discoursing of my Lord’s negligence in attendance at Court, and the discourse the world makes of it, with the too great reason that I believe there is for it; I resolved and took coach to his lodgings, thinking to speak with my Lord about it without more ado. Here I met Mr. Howe, and he and I largely about it, and he very soberly acquainted me how things are with my Lord, that my Lord do not do anything like himself, but follows his folly, and spends his time either at cards at Court with the ladies, when he is there at all, or else at Chelsy with the slut to his great disgrace, and indeed I do see and believe that my Lord do apprehend that he do grow less too at Court.
Anon my Lord do come in, and I begun to fall in discourse with him, but my heart did misgive me that my Lord would not take it well, and then found him not in a humour to talk, and so after a few ordinary words, my Lord not talking in the manner as he uses to do; I took leave, and spent some time with W. Howe again, and told him how I could not do what I had so great a mind and resolution to do, but that I thought it would be as well to do it in writing, which he approves of, and so I took leave of him, and by coach home, my mind being full of it, and in pain concerning it. So to my office busy very late, the nights running on faster than one thinks, and so to supper and to bed.
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Robbie Whelan, Josh Dawsey, Amrith Ramkumar, reporting for The Wall Street Journal in the aftermath of the NYT’s scoop that Huang was having an affair with an Nvidia vice president too:
Nvidia’s board is preparing to oust CEO Jensen Huang after he had
two extramarital affairs, including one with a suspected Chinese
spy and another with an employee.
The board is planning to meet as soon as Wednesday to determine
his future, people familiar with the matter said. His departure
would bring down the curtain on an era during which he stoked the
global artificial-intelligence boom and became a geopolitical
star. It would leave one of the world’s most valuable companies in
need of a new leader.
The WSJ report was filed at 7p ET Wednesday, so presumably “as soon as Wednesday” means tonight. I give it better than even odds that we wake up tomorrow and Huang is out.
Ryan Mac, Tripp Mickle, and Georgia Gee, reporting for The New York Times:
Jensen Huang, the leader of Nvidia who is under investigation for
an affair with a woman who U.S. intelligence determined is a
Chinese spy, also had an extramarital relationship with an
executive who reports to him, according to five people who worked
at the company.
The relationship, which has not been previously reported, was with
Kimberly Powell, Nvidia’s vice president of health care, said the
people, who spoke under the condition of anonymity to describe
sensitive information. Under Nvidia’s code of conduct, employees
are told to “avoid situations where our actions create conflict”
including “personal relationships,” and the company states that it
“promptly investigates reports of misconduct.” Many corporations
have policies against managers having relationships with
subordinates.
Mr. Huang, 63, and Ms. Powell, 48, were captured on video being
affectionate at a San Jose, Calif., hotel during a Nvidia
conference in March, according to two of the people who worked at
the company. The New York Times has not seen the video.
Both Mr. Huang and Ms. Powell are married to other people.
If there are other affairs, it seems pretty likely that intelligence agencies know about those too. He wasn’t very secretive about either of the affairs that have come out so far. If there are more, those who know about them in the China-hawk U.S. national security community are going to keep leaking new ones every few days until Huang resigns or the Nvidia board fires him. And at this point I would bet there are more affairs.
When reached by phone Wednesday and asked about his relationship
with Ms. Powell, Mr. Huang said, “I don’t think you should be
talking to me directly.” He then hung up. [...]
In March, Ms. Powell appeared at GTC, Nvidia’s annual developer
conference in San Jose, where she spoke about using A.I. to aid in
breakthroughs in health care and biology. Her presentation used
cartoon depictions of Mr. Huang.
During the conference, Nvidia executives were at a nearby hotel
for meetings. Mr. Huang and Ms. Powell were seen being
affectionate at the hotel. One bystander captured the interaction
on their phone, three people briefed on the incident said. Mr.
Huang’s security workers witnessed the bystander with the phone
and sequestered the person, the people said. The workers then
asked the person to sign a nondisclosure agreement.
The Times doesn’t say whether the “bystander” signed the agreement, whether they were offered anything in exchange for signing it, or whether they were an Nvidia employee (in which case the offer could have been that they get to keep their job in exchange for signing it). The Times also doesn’t say whether Huang’s security team carries a pad of NDAs with them, like meter maids do with parking tickets.
NOW THAT Nvidia CEO JENSEN HUANG, who has done a fantastic job,
has resigned, there is only one man to take his place — TIM COOK
of Apple. A Legend replaces a Legend! President DONALD J. TRUMP
Jenson Huang, in an on-stage interview with Garry Tan at Y Combinator’s “Startup School”, three months ago, on how Nvidia is organized (starting at 17m:00s):
Huang: You’re going to build an F1 racer, but you’re going to build it in
a way that you can drive. You should adapt the car to you.
Somebody asked me, Jensen, if you don’t use conventional
management techniques and organizational techniques, what’s going
to happen when you leave the company?
Well, when I die on the job — someday — I told them they’ll just
have to reshape the company for the next CEO. And the reason
that’s wisdom is because we’re the F1 drivers. We’re the racers.
And the world is really competitive, and we’ve got to win. We’ve
got to achieve our mission. And so whatever it takes to fit the
car to you, whatever it takes to fit the organization to you,
that’s what you got to do. And the next CEO, whatever their
personality is, they can figure it out.
Tan: Amazing.
It now seems like there are better words than “amazing” to describe this structure and strategy, for what was — at the time of the interview — the biggest company by market cap in the world. As of this morning, they’ve dropped to #2, and I think they’re going to drop to #3 or #4 soon.
By Huang’s own description, Nvidia needs to completely rebuild the car for his successor. And Huang left at least two huge turds in the cockpit of the existing car. (My money says there are more turds yet to be revealed.)
Nvidia Board of Directors announced today that
Jensen Huang has resigned as President, Chief Executive Officer,
and a member of the Board, effective immediately.
Colette Kress, current Executive Vice President and Chief
Financial Officer of NVIDIA, has agreed to serve as Interim Chief
Executive Officer. Kress will continue to serve as Executive Vice
President and Chief Financial Officer while serving as Interim
Chief Executive Officer until a permanent successor has been
named. The Board is initiating a search for a permanent Chief
Executive Officer and will consider internal and external
candidates. [...]
“Colette has helped lead NVIDIA through a period of extraordinary
growth and has a deep understanding of our business, customers,
operations and financial position,” said Harvey Jones, Chair of
the NVIDIA Board of Directors. “She is supported by an experienced
leadership team that has been instrumental in executing NVIDIA’s
strategy and advancing its technology roadmap. The Board has full
confidence in Colette and the leadership team, and we expect the
company’s operations, customer commitments and product roadmap to
continue without interruption.”
This might be wishful thinking. Remember all the predictions that Apple would implode without Steve Jobs? That he was the company? I argued, on the day of his resignation, that Apple was likely to continue to thrive post-Jobs, writing, “Jobs’s greatest creation isn’t any Apple product. It is Apple itself.” He built a great company with a deep bench and a highly distinctive, incredibly strong culture.
I’m not seeing anyone say those things about Nvidia. In fact I’ve only seen the opposite — that Nvidia has a weak board and an executive structure with Huang at the top and 60 direct reports under him. Nvidia sounds like it is the fantasy version of Apple that people imagined when Jobs’s health finally failed.
The press release contains no quote from Huang, and his X account is silent.
Nvidia will report its third-quarter fiscal 2027 financial results
on Tuesday, November 17, at approximately 1:20 p.m. PT, as
previously scheduled, followed by its earnings call at 2 p.m. PT.
Rohan Goswami, Reed Albergotti, and Ashley Gold, reporting for Semafor at 10:27pm ET:
Some members of Nvidia’s board favor appointing Chief Financial
Officer Colette Kress as interim CEO at the beleaguered chipmaker
if CEO and founder Jensen Huang is ousted, according to people
familiar with the matter.
Semafor earlier confirmed that Nvidia’s board is preparing to
oust Huang as soon as Wednesday, after media reports detailed
that he had a second extramarital affair. The Nvidia board briefed
the White House on its planned meeting, according to a senior
administration official.
Nvidia has tapped an outside search firm to find the
company’s next CEO, Bloomberg reported. One person being
considered for the top job is Apple hardware chief Johny Srouji,
who was among the executives considered for Intel CEO in 2019,
according to another person familiar with the matter.
Kara Swisher spitballed Tim Cook as an idea, but that’s nonsense. If Cook wanted to be the CEO of a Fortune 2 company, he’d still be CEO at Apple. Apple despises Nvidia and Nvidia despises Apple. Cook may well be enjoying this fiasco, but only as entertainment drizzled with fresh farm-to-table schadenfreude — not as a personal opportunity.
Srouji, though, is an interesting name. Semafor doesn’t say whether this is just wishful thinking on the part of Nvidia’s board or if Srouji has indicated receptiveness. Srouji has been at Apple since 2008 but he’s a bit of a cipher. My spidey-sense can’t tell if he bleeds six colors or not.
Mark Gurman — and no one else — claimed last year that Srouji went to Tim Cook and threatened to leave for another company. Srouji called bullshit on this with a memo that stated flatly, “I love my job at Apple, and I don’t plan on leaving anytime soon.” Then, in April, when John Ternus was named Cook’s successor, Srouji was simultaneously promoted to the new position of Chief Hardware Officer.
So one scenario is that Srouji feels no allegiance to Apple, and Tim Cook and John Ternus are the sort of leaders who, when faced with a threat from a subordinate, give in because they’re cowards, and give a big promotion to someone who might leave Apple for a rival just weeks after Apple’s CEO transition.
Another scenario is that Srouji meant what he said, loves his job at Apple, and truly is John Ternus’s trusted and trustworthy hardware lieutenant. In this case, Nvidia’s board leaking that they’re considering Srouji to replace Huang is like someone in hell saying they’re considering ordering some ice water. My money is on this scenario.
Nina Trentmann and Ian King, reporting tonight for Bloomberg:
Nvidia Corp.’s board has been working with an outside firm to
identify potential replacements for Chief Executive Officer Jensen
Huang following reports of multiple extramarital affairs,
including one with a woman who is reportedly suspected of spying
for China, a person familiar with the situation said.
The board is weighing the idea of naming a temporary chief while
searching for a permanent one, the person said, asking not to be
identified because the information isn’t public. Directors were
meeting on Wednesday to discuss Huang’s fate, according to people
familiar with the situation. The Wall Street Journal said earlier
that the board was preparing to oust Huang, citing unidentified
people familiar with the matter. Nvidia didn’t immediately respond
to a request for comment.
There’s no obvious internal candidate because Huang rejected any sort of succession planning within the company’s ranks. I don’t know who they could hire from outside with gravitas, expertise, and integrity who would want the job. It looks more and more like 20 percent of their sales have been illegally smuggled into China and Nvidia covered it up. There’s more to clean up here than marital infidelities.
If the board goes ahead and sacks Huang, I think they should find the best internal candidate and promote them. At least as the temporary CEO. Then conduct a measured search for a replacement. Panicking would only make this worse — but Nvidia’s board is a bunch of no-names who might be shitting their pants at the moment.
Mississippi prosecutor Scott Colom officially defeated incumbent
Sen. Cindy Hyde-Smith (R-MS) Wednesday night. Colom will be the
first Democrat to represent Mississippi in the Senate since 1982
and he will also become the state’s first Black senator in nearly
150 years.
Colom, by all accounts, ran a fantastic campaign, with little to no support from the national Democratic Party because almost no one imagined Mississippi — the deepest of the deep South — might turn blue. This commercial Colom ran is one of the best I’ve ever seen. Not just best political commercials. I mean it’s one of the best 30-second spots ever made. It’s perfect. I just keep watching it over and over.
Actual headline from an actual press release: “Peacock Extends Its Vertical Video Leadership With a Reimagined Mobile Experience”. Please tell me that someone printed up some t-shirts and hats with “Vertical Video Leadership” on them.
Lingling Wei, reporting for The Wall Street Journal:
Before the affair that threatened his job as Nvidia’s chief
executive, Jensen Huang was introduced to his future romantic
interest, Alice Huang, by a Chinese businessman he’d known for a
decade, Kang Wei.
Kang also happened to be Alice Huang’s husband, said people who
know the couple.
For two years, Kang appeared to accept his wife’s romantic
relationship with the Nvidia CEO and spoke openly of their
closeness, these people said. Sometimes, Kang told associates,
half-jokingly, that she was a personal assistant to Jensen Huang,
they said.
The Cars’ “My Best Friend’s Girl” is not a bad song to have stuck in your head. Not a bad song at all.
Over the past decade, Kang and Alice Huang hopscotched from one
lucrative opportunity to the next — videogame companies,
pharmaceutical takeovers and cloud computing — each time weaving
a web of related entities, transferring stakes among themselves
and capitalizing on whatever connections were at hand, said people
familiar with the couple’s business dealings. Nvidia’s AI chips
were the latest play for a couple with a track record of riding
hot trades and, on occasion, running afoul of regulators.
Now the couple are the subject of a raft of investigations, and
the blast radius of their relations with Jensen Huang is
expanding.
That sentence at the end clarifies what I think is, at the moment, a widely held misconception. The allegation that Alice Huang was a “spy” for Chinese intelligence isn’t that she was a trained secret agent whose mission was to seduce Jensen Huang and infiltrate Nvidia. It’s that once the Chinese spooks learned of the affair — which, in hindsight, wasn’t well hidden — they gave Alice Huang an offer she couldn’t refuse. To do what, we don’t know, but it sure sounds like a part of it was to procure and smuggle Nvidia hardware in contravention of U.S. national security regulations.
Ousted Nvidia CEO Jensen Huang had an intimate relationship with a
second employee, according to two people familiar with the
matter, Reuters has learned.
The revelation follows two other extramarital affairs that led to
his resignation Thursday. The two women are Alice Huang, who US
intelligence suspects of being a Chinese spy, and Kimberly Powell,
Nvidia’s vice president of health care.
Reuters is not naming the second employee. Attempts to reach the
woman were not successful.
What’s the over-under at? If it’s 4.5, I’ll take the over.
The Journal report (paywall) came out just before 6 p.m. The lede says the board is “preparing to oust CEO Jensen Huang, its founder and chief executive after he had two extramarital affairs, including one with a suspected Chinese spy. The board is preparing to meet as soon as today to determine his future, people familiar with the matter said.”
Put a fork in ‘er. Cindy Hyde-Smith is done and Scott Colom is the next senator from Mississippi, according to CNN.
I’ve been watching the results all day and I was going to do a post saying essentialy the same thing. Half a percentage point, approaching 5,000 votes. Simply too big a lead to overcome. They didn’t want to pick another protein.
In many states, a margin this small would trigger an automatic recount. But Mississippi has no such law. Hyde-Smith would have to sue to try to force one. This just isn’t the kind of margin you overcome in a recount. So we’ll have to see what she decides.
As Layla A. Jones reported yesterday, saying that Colom is the first Democrat elected from Mississippi since 1982 is inadequate and misleading since that last Democrat was John C. Stennis, an arch-segregationist first elected in 1947 in a special election to replace Senator Theodore Bilbo, himself one of the most outspoken and extreme defenders of the Jim Crow system in the early 20th century. As another reminder of how close we remain in time to the Jim Crow system in Mississippi, see Josh Kovensky’s interview with Dennis Dahmer, whose father, Vernon, president of the local branch of the NAACP in Forrest County, Mississippi, was murdered outside the family home in 1966 when Dennis was 12 years old.
As an example of what has been the absolute Republican dominance of Mississippi in recent decades, I wrote here about Hyde-Smith’s extremely part-time 2026 campaign. Colom and Hyde-Smith had a history. President Joe Biden nominated Colom to a federal judgeship in 2022. But Hyde-Smith exercised her “blue slip” privilege and killed his nomination, calling him a transgender sports supporter and George Soros lackey.
Ex-Nvidia CEO Jensen Huang has agreed to testify before Congress,
House Foreign Affairs Committee Chairman Brian Mast said on
Thursday, according to reports from Bloomberg and NBC
News. Huang, who stepped down as CEO following reports of
an alleged affair with a woman suspected of spying for China,
agreed to testify Wednesday after several senior lawmakers
threatened to subpoena him.
Huang has agreed to testify before Congress by Thanksgiving, which
falls later this month. [...]
The testimony will take place behind closed doors, though Mast
said he expects the briefing to be recorded on video and
transcribed.
Public reckonings will come next year. This whole thing could crater Nvidia’s stock price, sinking the market, and it’s Nvidia’s investments that are propping up the entire AI industry. So if the whole economy takes a severe beating in the coming months, imagine just how much more contentious Congressional inquiries under Democratic control could be.
I’m of the belief that the whole AI boom is ultimately a complex Ponzi scheme, and Ponzi schemes, by their nature, eventually crash out. But now Huang has set himself up as the villain. If I’m right and there’s an inevitable crash, it’s probably coming soon, and those who are left holding the bag aren’t going to come to their senses, realize it was an unsustainable circular financing scam all along, and blame themselves for falling for it. They’re going to blame Jensen Huang for not keeping his dick in his pants.
In her note to TPM over the weekend, Theda Skocpol made a long list of good observations and suggestions about Democrats’ path forward. One of them was deceptively simple: “Stop passing huge kitchen sink bills no one understands and instead pass one at a time popular measures and force Trump to veto them.” This is one of the great lessons of the first two years of the Biden presidency. The lesson stretches back into the Obama years. His administration and congressional Democrats actually went to some lengths to hide Great Recession public relief/stimulus checks in the innards of tax refunds. This should be obvious to everyone by now. One of the perverse side effects of Democrats being the party that is serious about governing is that they tend to think of legislation purely in policy terms. But legislation isn’t just a technocratic fiddling under the hood of the engine of government. It’s a public conversation with voters.
But there’s a catch. There’s another reason they do those huge omnibus bills where no one knows what’s in them. The filibuster. There’s simply no way to do them with the filibuster in place. The only way around the filibuster is the reconciliation process. And you can only do a couple of those a year. Even then, only certain kinds of legislation are allowed. So if the plan for the next two years is to pass a bunch of popular bills and force Republicans to vote against them and Trump to veto them you actually can’t do that because none of that will even get to a vote in the Senate.
I saw a quote from Chuck Schumer yesterday in which he looked at the 2028 map and noted that it’s not impossible that Democrats could get to a filibuster-breaking 60 seats in 2029. That’s the Holy Grail of senatoring and Schumer was giddy at the prospect. It was a sobering moment inasmuch as that tells you he assumes the permanence of the filibuster and the need to operate within its strictures. That means democratic self-government at the federal level remains log-jammed forever. That is a core reason we got the last two years’ authoritarian spectacle. The executive and judicial branch didn’t become vastly more powerful in a vacuum. They grew because the legislative branch, the literal first branch, is deadlocked and unable to operate.
Lots of Democrats are hungry to follow the upheaval of last Tuesday with a shattering eruption in the power structures of the Democratic caucuses in Congress. That is understandable. But a lot of it amounts to partisan self-soothing and subterfuge. Some Democrats want a leadership shakeup because it feels like change. Others promised it to their constituents, or at least promised not to vote for the current leadership. So they need to be seen as delivering on that promise. That’s sending a message without actually changing what options are on the table, letting off steam more than driving change. Many progressives want a more progressive leadership. But the moment that latter impulse becomes visible in the form of an actual progressive alternative, the whole thing will get stopped in its tracks because the overwhelming majority of the House caucus is not progressive — in that sense of the word — and doesn’t want to present that face to the public, either now or in 2028.
If Hakeem Jeffries is bland, it’s because the House Democratic caucus is made up of an incredibly diverse mix of ideologies, regionalisms and temperaments. And that is only more the case starting in January since you have not only a bunch more progressives and bunch more non-progressives from more rural, non-urban, red parts of the country. The truth is that the leadership of either body matters far, far less than whether the Senate is still operating on the self-imposed constraint of not being able to pass any laws.
The best argument for booting Chuck Schumer is precisely that dreamy reverie he described about the possibilities of getting to 60 Senate seats in 2028. That’s the old thinking, the “non-urgency of the moment” thinking that stands in the way of progress. Any leader in a post-filibuster Congress is in breakthrough territory. Picking new parliamentary leaders in the current system is mostly window dressing. Maybe that person can bark and yell more, give more biting press quotes. Maybe they’ll be a bit more gonzo in games of chicken between the executive and legislative branches. But they still won’t be able to send bills to the White House any more than the most milquetoast establishment type could. Nor is it only about passing laws and forcing Donald Trump to veto them. On central things like tariffs, there’s a real chance of forcing veto-overriding super-majorities.
The argument for doing away with the filibuster is hardly toxic or hard to explain. James Talarico made the argument in the most elementary way. “The majority has the right to govern in this country.” It’s not complicated. But it doesn’t even matter if it were complicated. Without abolishing the filibuster, none of the things you’re imagining a Democratic majority should do can actually happen. Not in 2027, not in 2029. Not really ever.
One of my ongoing research interests is understanding the nature of technological progress: How does new technology come into the world and improve over time? What sort of factors affect it? How, in general, should we think about it? I’ve come at this question from a few different angles: posts looking at the operations and legacy of Bell Labs, posts looking at how specifictechnologies improved over time, posts looking at how frequent multiple invention is and how long we wait for new inventions, and so on.
My current line of thinking is that creating some new technology is best thought of as a search process. A given technology can be thought of as a point in some high-dimensional “design space” or “technology space,” which contains every possible technology: every conceivable arrangement of parts, materials, natural phenomena, and so on. The job of the would-be inventor is to navigate this space, sifting through the arrangements of elements that don’t work to find the ones that will.
This search process is made difficult by the fact that, as with any situation where you’re enumerating the possible combinations of a large number of elements, technology space is incomprehensibly vast. In “Are Technologies Inevitable?” economist Matt Clancy notes that Wikipedia listed 272 “named equations” that describe various regularities in the world, ranging from the Navier-Stokes equations (which describe the motion of fluids) to the Arrhenius equation (which describes chemical reaction rates as a function of temperature) to the Exner equation (which describes how sediment gets deposited in a river). If we use this as a (very rough) estimate as to the number of different phenomena that a technology can leverage, it implies an enormous number of possible technologies that could be created. As Clancy writes:
If we’ve got 272 regularities to work with, for example, then the number of possible combinations of these regularities is two, raised to the power of 272 (since every regularity can be used or not used: two options). But 2^272 is more than some estimates of the number of atoms in the observable universe. And that’s got to be an undercount of the number of possible technologies, since it counts all technologies that use the same principles together as the same thing, even if they orchestrate them in vastly different ways or use them in vastly different magnitudes.
By comparison, the most common estimate for the number of atoms in the universe is around 10^80, or ~2^265. And it’s likely there are many, many more regularities that some technology could harness than 272. (Some in-progress work on this that I haven’t yet completed suggests that there are at least thousands.)
And as Clancy notes, this outrageously huge number dramatically undercounts the number of possible technologies, because it doesn’t take into account that the same phenomena can be used in lots of different ways. In Brian Arthur and Wolfgang Polak’s paper “The Evolution of Technology within a Simple Computer Model” (which we looked at earlier this year), Arthur and Polak note that even within the universe of logic circuits made up of three basic elements (the NAND gate and the values of 1 and 0), the number of different circuits you can make for even a small number of inputs and outputs is staggeringly large:
The emergence of circuits such as 8-bit adders seems not difficult. But consider the combinatorics. If a component has n inputs and m outputs there are (2^m)^(2^n) possible phenotypes, each of which could be realized in a practical way by a large number of different circuits. For example, an 8-bit adder is one of over 10^177,554 phenotypes with 16 inputs and 9 outputs.
So the search space for some new technology is vast. And the way that we tackle vast search spaces is with information. Each bit of information cuts a search space in half, so even a relatively small amount of information can quickly narrow down what seems like a huge search space. When we create some new technology, what we’re doing is gathering information: figuring out what will work and what won’t work, what’s promising and what isn’t, narrowing down the huge space of technological possibilities and finding something within it that accomplishes some particular goal.
In the 19th century, for instance, many people were interested in building a mechanical flying machine, but it wasn’t clear the exact arrangement of elements that would yield a successful one. Thanks to knowledge of the laws of physics, and an existence proof of birds, would-be inventors were already working within a considerably narrowed search space: they knew roughly what elements a flying machine would need to have — lifting surfaces, a propulsion system, and a means of control — and had a general idea of how they should be arranged. But there were a huge number of ways that you could build a flying machine from these basic elements, and people spent a great deal of time and effort building different sorts of machines that did not in fact work. The Wright brothers’ eventual success can in large part be attributed to the fact that they were exceptionally talented at gathering information, enabling them to converge on a working airplane design far faster than their competitors.
I previously explored the nature of technological search in that previous piece looking at Arthur and Polak technological evolution paper, which uses a simple simulation to evolve different logic circuits, finding workable technologies amidst an enormous sea of possibilities. I really liked the basic simulation method Arthur used in this paper — randomly generating technologies to see how easy or hard it was to find working ones — and wanted to use simulation myself to further explore the dynamics of technological search. But while Arthur uses digital circuits — different arrangements of logic gates like NAND, OR, AND, etc. that can perform functions like addition — I wanted a more general model that could capture the nature of many different types of technology, while still being simple enough to simulate easily.
The PTOP model
The model I came up with is inspired by another of Brian Arthur’s examinations of the nature of technology: his book The Nature of Technology. In this book Arthur describes technology as fundamentally “a set of phenomena captured and put to use.” He writes that:
… a practical technology consists of many phenomena working together. A radio receiver is not just a collection of parts. Nor is it merely a miniature signal processing factory. It is the orchestration of a collection of phenomena — induction, electron attraction and repulsion, electron emission, voltage drop across resistance, frequency resonance — all convened and set up to work in concert for a specific purpose.
Edison’s lightbulb, for instance, took advantage of several different phenomena: Joule heating, the phenomenon that electric current running through a material will raise its temperature. Incandescence, the phenomenon that a hot enough object will emit light. Transparency, the phenomenon that certain materials will allow the passage of light. And so on.
Phenomena like this are typically triggered automatically when the right conditions are created, which you can think about as being when the right objects, with the right properties, are placed in some particular arrangement. In the lightbulb, Joule heating occurs automatically when electric current runs through the filament, and incandescence occurs automatically when the filament gets hot enough. And the bulb had a vacuum atmosphere to prevent another, unwanted phenomenon — carbon reacting with oxygen — automatically occurring and destroying the carbon filament.
These three elements — Phenomena, Objects, and Properties — are the basic components of the technological model I came up with, which I call PTOP, for Phenomena Triggered by Objects with Properties. In this model you have some collection of objects, which can have some specified set of properties. Whenever the right objects with the right properties are placed in the proper arrangement, a phenomenon will be automatically triggered, which can have various effects: modifying the properties of existing objects, creating new objects, and so on. By chaining the correct objects and phenomena together in the correct order, you can create your desired outcome, which is some particular object or objects with some specific set of desirable properties. A simple, conceptual PTOP model for the lightbulb, for instance, might look like this:
Via Opus 5.5.
By arranging the right sort of filament, an atmosphere, a bulb container, and electric current, you can trigger a series of phenomena that will ultimately result in the creation of light with desirable properties.
And here’s a sketch of a PTOP model for a more complicated technology, a Xerox machine, which uses various phenomena such as “photoconductivity” and “corona discharge” to generate a copy of a document:
Via Opus 5.5.
I like this model because it captures the basic elements — natural phenomena and the conditions that trigger them — inherent to all types of technology, such that we can study the ‘space’ of possible technologies. And you can implement the basic idea in many different ways, from very simple representations of technology to very complex ones. In some ways this is bad (it took me a super long time, for instance, to come up with a simulable implementation that I was happy with) but it’s useful for studying different aspects of technological search. Let’s look at a few different implementations of a PTOP model and see what we find.
A level 1 PTOP model
Let’s start with an extremely simple version of PTOP. In this version, we have 10 possible objects, each with two possible properties. The first property, P0, can take on any value from 1 to 10 and is inherent and unique to that object. You can think of this as the model having 10 different chemical elements, each taking on a different value of P0. The second property is size, which can also take on any value from 1 to 10, but is adjustable. So you can have a large object with P0 equal to 1 and size equal to 10, or a small object with P0 equal to 1 and size equal to 1. Overall there are 100 possible sorts of objects: 10 different object types, each of which can be 10 different sizes.
This version of the model has four phenomena in total. Each phenomenon is triggered when the right two objects are connected, and the first of those objects (what we’ll call the input object) has the correct size. When the phenomenon is triggered, it adds a specific property to the second object (what we’ll call the output object). So in the image below, when an object with a P0 value of 1 and size 5 is connected to an object with a P0 value of 2, it triggers a phenomenon, which adds a new property, P1, to the second object.
Via Opus 5.5.
The phenomena in this model are arranged in a hierarchy: triggering each phenomenon requires an object with the property added by the previous phenomenon. So to trigger the phenomenon that adds P2, you need an object with the P1 property. P3, in turn, requires an object with P2, and so on. You can think of this hierarchy of phenomena as representing something like “to trigger incandescence, I need an object with a high temperature. To achieve high temperature, I need to use the phenomenon of Joule heating, which I can trigger with the right sort of electric current. To create electric current, I need …” and so on.
In this version of the model, the goal is to create an object with the “final” property of P4. You can think of this as representing something like “light with the proper brightness” or “lead shot with the proper size and sphericity.” This can be done by creating the exact right arrangement of objects: five objects arranged in a line, each with the correct P0 property and size.
Via Opus 5.5.
This is a very simple implementation of PTOP, which we’ll call a “level 1 model.” But it does capture a few things about the technological search process. First, the search space in even this very simple model is very large: 10 object types, 10 sizes, and 5 objects total means (10x10)^5 = 10 billion possible arrangements to produce a P5-level phenomenon.1 If you increased that to 100 objects, 100 sizes, and 10 different phenomena, you’d have 10^40 possible options. If we added more property types (maybe objects can have the properties of “temperature” and “density” in addition to size) the numbers would quickly become beyond astronomical.
But this simple version also shows the power that information can bring to bear on a large search space. When we looked at Arthur’s circuit search, we noted that what made the search tractable was modularity — finding a working design for a subcomponent, then locking that modular design into the system and using it as a repeatable ‘primitive’ element for further combinations. By preventing you from having to get every single part of a design correct in one shot, modularity effectively screens off many possibilities and reduces the size of the search space that must be traversed. As we found in that simulation:
A useful way of thinking about our 68 NAND gate search is that it’s like a huge, branching tree. At every step — every time we add a gate — there are thousands of branches, each one representing one possible way to wire up the gate. Each branch then splits into thousands more (representing all the possible ways of wiring up the next gate), which split into thousands more, which split into thousands more, until at the end we have 2^852 possible “leaves,” each one representing a unique way of wiring up all 68 gates. Trying to get all 68 gates right at once, and then checking to see whether or not you did, is like examining one single leaf, one path from the base of the tree all the way to the tip of a branch. Not only are you overwhelmingly likely to guess wrong, but you haven’t narrowed down your possibilities at all: all you know is that one single leaf wasn’t the right answer, leaving you with the rest of the 2^852 possible leaves to sift through.
Checking to see whether each gate we add is correct before we proceed to the next one, by contrast, massively narrows down the number of possibilities. Whenever we determine a gate isn’t in the right spot, it eliminates every possibility that branches off from that point. If there are 1000 possible ways to wire each gate, each time we guess correctly we’ve narrowed down the possibilities downstream of that choicepoint by 99.9%. Huge swaths of possibilities get eliminated at each correct guess, letting us converge on the correct answer much more quickly.
We can see these same basic mechanics with the PTOP model. With 10 object types, 10 sizes, 4 phenomena, and 1 billion effective possibilities, it takes (on average) 1 billion attempts to guess the entire correct design in one shot by randomly generating possible technologies.
But if we do a modular search — randomly adding just one object while randomly adjusting the size of the previous object until we’ve triggered the next phenomenon, then locking that successful design in and moving on — the search becomes much faster, because we’ve replaced a single billion-possibility space with a series of 100-possibility spaces. It takes on average 1,300 attempts to find the 10 type, 10 size, 4 phenomena answer, and even astronomically enormous technology space search problems become tractable.
This version also shows that the degree of modularity makes a huge difference in how easy a technology is to find. The more modules we have whose design we can lock in, the shorter each step is up the ladder to the working technology, and the easier each step is to take. If we take our 10 object type, 10 size model up to 100 phenomena levels, we’re now at an enormous 10^200 search space, but with 100 steps up the ladder that we can lock in, finding it is trivial — a random search finds it after about 10,000 attempts on average. The same-sized search space generated from 10 phenomena levels but 10 billion possible object types and sizes (which only gives us 10 steps up the ladder, rather than 100) becomes utterly impossible to find randomly, even with modular search.
This version of the model also lets us see how different sorts of knowledge can make the search process easier. For instance, as Joel Mokyr notes in The Gifts of Athena, scientific knowledge is very useful when trying to create some new technology, because “the range of experimentation possibilities that needs to be searched over is far larger if the searcher knows nothing about the natural principles at work.” In our level 1 PTOP model, scientific knowledge would be something like “phenomenon 3 can’t work with object type 2” or “phenomenon 4 must have its two objects of equal size.”
The usefulness of this sort of scientific knowledge is a function of how many possibilities it screens off. The more possibilities it screens off, the more bits of information it provides, and the more useful it is. So something like “phenomenon 5 can’t use object 1” or “object 3 can’t touch object 4” provides a relatively small amount of information, because it doesn’t eliminate that many possibilities. Knowledge of the sort “phenomenon 4 MUST use object 1” or “object 3 MUST touch object 4,” by contrast, screens off a lot more possibilities, provides much more information, and narrows the search much more effectively.
One reason that, in the real world, the technological development process is tractable is that a lot of our knowledge is of the latter type. Phenomena typically have specific triggering conditions, which we can observe and discover: Marconi knew what was needed to create electromagnetic waves when he was working on his radio, Edison knew what was needed to create incandescence in a lamp filament, and the scientists on the Manhattan Project knew roughly what conditions were needed to trigger a nuclear chain reaction.
A level 2 PTOP model
Even this highly simplified version of the PTOP model is useful for exploring various technological search dynamics. But ultimately it’s a little too simple to capture many of the more interesting dynamics of technological search. So let’s add some complexity. First, real phenomena often require multiple “input” objects, rather than just one: triggering the phenomenon of “combustion” in a gasoline engine requires fuel, an oxidizer, and an electric spark. So we’ll make it so that each phenomenon can have multiple input objects instead of just one. Second, there are often multiple different phenomena that you can use to accomplish some particular goal: if you want to make mechanical motion, for instance, there are a variety of different phenomena you can harness to do that, and motors built to harness them — electric motors, hydraulic motors, internal combustion engines — all work in different ways. So let’s also make it so that instead of just one phenomenon for each level, there can be more than one, each one requiring a different set of objects with the right properties to trigger.
With the level 1 PTOP model, there was only a single workable version of the technology. With the level 2 model, there are multiple working designs. And unlike the straight lines of objects of the previous model, this one creates branching, treelike chains.
Via Opus 5.5.
With this version of the model (which I’ll call the “level 2 model”), even though there are a large number of possible working designs, the number of nonworking technologies is vastly larger, and finding a workable option by pure blind search quickly becomes unworkable.
We can solve this with a slightly different flavor of modular search, very similar to the “encapsulation” that Arthur uses in his technological evolution paper. In this version, the model starts out by randomly combining different objects with different properties, connected in different ways. Whenever an arrangement of objects triggers some phenomena, that arrangement gets bundled into a new object, and then that object can be chosen by the simulation to be randomly combined with other objects. As with our previous, simpler modular search, this lets the simulation accumulate partial solutions and quickly find working technologies even amidst very large search spaces.
Via Opus 5.5.
A level 2 PTOP model can also be used to show the information-accumulating power of sexual reproduction. In a previous essay, we noted that sexual reproduction is its own sort of modular search — by letting children inherit genes from two parents, sex allows useful genetic “discoveries” made by many different lineages to spread throughout the population. This is in contrast to asexual reproduction, where only one particular lineage ultimately survives, and discoveries made by others die out due to a phenomenon called “clonal interference.” This allows sexually reproducing populations to converge on maximum fitness much more quickly.
We can see this same thing using the level 2 PTOP model. I ran a version of it with two different technology “populations.” Each population had 1,000 randomly generated technologies in it. In one population, I implemented asexual reproduction — each generation, every technology would get one random mutation to an object (deleting an object, adding an object, or changing an objects properties). The fittest members of the population, measured by the highest phenomena level they had unlocked, survived into the next generation. In the other population, I implemented sexual reproduction — in addition to random mutation, children would be generated by randomly crossing over the branches of two parents. With 5 levels of phenomena, asexual reproduction couldn’t achieve the maximum phenomena level after 2,000 generations in the example below; sexual reproduction, by contrast, found it after just over 100 generations.
A level 3 PTOP model
This flavor of PTOP is a little richer and can show a broader array of technological search dynamics, but it’s still a little simple, so let’s add some more complexity.
First, instead of making triggered properties — P1, P2, P3, etc. — binary (on or off), let’s make them be able to take on multiple values: before the property is switched on, it has a value of 0, while once a phenomenon triggers it, it can have a value from 1 to 10. We’ll make the value that it takes a function of two things: the size of the input object(s) and the value of the predecessor phenomenon. So for a phenomenon that triggers P2, the value of P2 will depend on the value of P1 and the size of its object. You can think of this as representing something like “the temperature in the lightbulb filament depends on the properties of the electric current flowing through it”: more amperage, or higher voltage, means higher filament temperatures. The brightness of the light emitted, in turn, will be a function of the temperature value of the filament.
We’ll make the value of triggered phenomena be determined in one of two ways. Either it’s maximized when the predecessor phenomenon and object size are EQUAL, or maximized when they’re as different as possible. So P2 can either be 10 when P1 and its size are the same (both 1, both 2, both 3), or when one is 10 and the other is 1. (For phenomena triggered by multiple input objects, we’ll take the average of the value calculated for each object.) We’ll call this version of the PTOP model the “level 3 model.”
Via Opus 5.5.
This change actually makes the initial stage of the technological search much easier. Because the correct object size is no longer needed to trigger a phenomenon (just the correct object type), getting a technology that triggers the final phenomenon is now very easy (though it would be easy to change this by making the value of triggered phenomena dependent on some new property instead of size, and keeping whether or not a phenomenon is triggered size dependent). But now there’s an element of performance tuning. A technology that works, in the sense that it has a positive value for the final triggered phenomenon, might be quick to find, but to maximize performance — achieve a final phenomenon with a value of 10 — you need to keep iterating, fiddling with the sizes of the various objects to gradually push performance up.
This dialing-in step is meant to capture the technological development process: taking some technology that already works to some degree and pushing its performance higher or building a version that works in a particular way. With Edison’s lightbulb, for instance, incandescent bulbs had been demonstrated since the early 19th century, but their performance was poor — they burned out quickly, or the interior of the bulb blackened, or they used too much power. Edison took a technology whose configuration had been mostly figured out — a high-melting-point filament, a glass bulb, and an atmosphere to minimize reactivity were all common characteristics of previous bulbs — and pushed its performance higher by tweaking the properties of the various elements: the level of vacuum, the size of the filament, the exact type of carbon, and so on.
In the level 2 model, we had multiple phenomena for each level — multiple different ways to trigger P2, for instance. In the level 3 model, we’ll keep the same feature, but we’ll add a twist: different phenomena have different ranges for triggered properties that they can possibly achieve. So one way of triggering P2 might only be able to reach a value of 7, while the other might be able to achieve a value of 10. For some technologies, this might be fine; in other cases, maximizing performance will require using some other, different phenomena instead.
This also mirrors what we see with real-world technologies. When developing some new technology, the designer will be confronted with many possible ways of doing some particular job, and depending on the performance required, different options might work best. In the lightbulb, the performance of a carbon filament could only be pushed so high, and so eventually lightbulbs switched to tungsten filaments, which in turn required inventing a new process for producing ductile tungsten wire. Similarly, there are a variety of different ways of implementing the valves on an internal combustion engine to let gases into and out of the cylinders. Achieving very high engine performance, such as the number of revolutions per minute required on a Formula One car, requires complex valves that use things like compressed air instead of conventional wire springs, while if you’re building a four-door sedan the cheaper and simpler wire spring is fine.
Let’s now add one more element to the level 3 model. Up until now, we’ve had one single chain of properties: one phenomenon triggers another, which triggers another, and so on. Now let’s add a parallel set of properties, triggered by a parallel set of phenomena. In our lightbulb example, we can think of this as the temperature of the filament triggering not only incandescence but thermal expansion and thermionic emission.
(In this example, all these phenomena are triggered by the same property, temperature. In our model, for ease of modeling purposes we’ll have each of the parallel phenomena triggered by its own property.)
These parallel phenomena are triggered under the same conditions as the primary phenomena, but their values might not necessarily be determined in the same way: the conditions that create a value of 10 for P2 might create a value of 5, or 1, for parallel property T2. Ultimate performance of a technology will be a function of both of the final triggered properties: the value of, say, not just P9 but T9 as well.
Via Opus 5.5
This addition has a few consequences. For one, the technological search becomes more difficult: trying to dial in a technology by adjusting sizes randomly takes many more iterations if you’re trying to maximize both P9 and T9 than it does if you’re just trying to maximize one or the other. This mirrors technology more generally: the more dimensions of performance you care about, the more difficult getting a technology that’s good enough is.
Screenshot from one run of a level 3 model. For a given design, performance gradually improves as various size parameters are dialed in.
Another consequence of this addition is that we now have design trade-offs. With multiple phenomena (and parallel phenomena) at each level, we can have different designs, which might achieve different levels of performance. I ran a level 3 search that generated random technological prototypes, and then tried to dial in the performance of each one for several different performance goals: maximizing P7 and T7, minimizing them, and achieving some specific value for each. At the end of the run, each goal had a fundamentally different arrangement, with different values for object sizes. The same basic technology was best implemented in different ways, depending on the performance goal.
Screenshot from the same level 3 run as above. The combined goal (maximizing P7 x T7) took many more iterations to hit than either P7 alone or T7 alone.
Screenshots from a different level 3 run. The design that maximizes one value (P7) is different than the design that maximizes two values (P7 and T7).
Conclusion
To understand the nature of technological progress, it’s useful to think of creating a new technology as a sort of search process, one that’s made tractable by the intelligent acquisition and application of information. We can understand technological progress, in turn, by studying the nature of search processes — what sort of things make them easy, what sort of things make them hard, what sort of information acquisition methods we can bring to bear, and so on. The PTOP models described above are, I think, a useful tool for exploring these technological search dynamics: they’re simple to simulate, they’re flexible, and they can capture a lot of real-world elements of technological development.
Finding ways to tweak space missions to rescue data or extend observations is a fascinating process. We’ve seen no shortage of such efforts, from the heroic retrieval of Europa data after the failure of the Galileo mission’s high-grain antenna to the stabilization and ‘rebirth’ of the Kepler space telescope through deft handling of its gyroscopic resources. We can also think about the Voyagers and the continuing measures that keep them working on dwindling power.
Now I’m hearing about a new way to handle data gathered by the James Webb Space Telescope. Scientists at Northwestern University have created a technique that relies on slick computation to extract exoplanet images out of the glare of their home star. The data from the mission’s coronagraph are subjected to models superior to existing methods, with the now demonstrated capability of producing new scientific results from the missions’ archives.
Glare is everything when it comes to planet imaging. Here’s lead author Rodrigo Ferrer-Chavez on the new work:
“Planets are a million times fainter than their stars. So, to image exoplanets, we need to remove that glare. That is a very tricky problem because even the tiniest changes in the telescope can affect how that glare appears. Slight shifts or tilts — even on the scale of just a few nanometers — can change the pattern of light. Our method models how light travels through the telescope and accounts for those tiny changes, allowing us to remove the glare much more precisely.”
This topic has been on my mind because of our ongoing discussion of ‘sunshades,’ either in swarms or in the form of enormous sail-like structures that would assume a station-keeping orbit near the L1 Lagrange point to reduce solar irradiation. Sunshades – sails of any kind, for that matter – remind me of ‘starshades,’ the idea of using a large, flat structure to minimize stellar radiance to find exoplanets. I suspect the capabilities of starshades have a long run of research ahead of them. Right now the coronagraph technology in JWST is state of the art, and will be upgraded yet again when Habitable Worlds Observatory one day launches.
The Northwestern method would allow us to maximize such efforts. The authors believe it can improve the sensitivity of a space telescope by as much as 15 times. Appearing in Nature, the study explains how to take a light source that can be as much as 100,000 times as faint as the host star and identify it. Coronographs, useful as they are, do allow some starlight to get into the image, to the point where astronomers have to process images to remove what glare remains. Reference stars can be useful for this, but even JWST is hard pressed to get past the problem.
Have a look at the image below. In the caption, the authors refer to PSF, which stands for ‘point spread function’ and is essentially the glare of the parent star. Modeling this glare depends on properties of the star as well as quirks in the instrumentation itself, which may include telescope-pointing errors and stability factors such as thermal drift. The latter are huge, as the paper notes, especially if we’re trying to image Earth-class planets. From the paper:
Advances in PSF modelling that do not rely as heavily on observatory stability could have transformative implications for exoplanet imaging, for both current and future observatories. For example, one of the main challenges for future missions such as the HWO, with the ambitious goal of imaging Earth analogues around Sun-like stars (1010 brightness contrast), is achieving an extreme and unprecedented stability at the picometre level (100 to 1,000 times more stable than the JWST).
Image: This is Figure 1 of the paper. A quote from the caption: “The stellar PSF is shaped by inevitable and imperfectly known aberrations in the telescope (including star–coronagraph misalignment and optical phase aberrations, represented by coloured curves to the left of the diagrams). Starlight subtraction methods based on empirical reference images are limited by telescope instabilities that cause changes in these aberrations, as these result in dissimilar reference PSFs (symbolized with curves and image outlines of different colours) and thus imperfect PSF subtraction when combining them into an empirical PSF model. Our method, FLIP, pre-calibrates an instrument model on reference images to reproduce the reference PSF and then solves for small changes in telescope aberrations that better explain the science image.” Credit: Ferrer-Chavez et al.
Northwestern’s Jason Wang, who leads the research group that includes Ferrer-Chavez, notes that the thermal changes referred to above could cause a mirror to expand or contract by a picometer. This despite the fact that JWST has its own system of cryocoolers designed to maintain stable temperatures. The cryocoolers themselves can cause vibration that affects the image. All of this, as you can imagine, is much on the minds of HWO’s team as they progress.
The name of the new method is Physics-based Learning for Imaging Planets, or FLIP (its counterpart, currently the go-to method, is KLIP, or Karhunen–Loève image processing). In FLIP, a digital twin of the telescope is created and then tweaked to eliminate the design imperfections in the telescope that distort or shift its optics. Having matched the telescope’s observations, including the unwanted starlight that is not eliminated by the coronagraph, the team is able to subtract the background glare, as we see in the above imagery, which shows the dramatic contrast between FLIP and existing methods.
That FLIP is a workable construct is shown by the observations chronicled in the paper. Data from HIP 65426 and 51 Eridani are the primary sources being studied here. The increased sensitivity resulting from FLIP methods found 51 Eridani b in JWST data that was several years old. The planet had been found before with ground-based telescopes, but carbon dioxide in its atmosphere absorbed light in the infrared wavelength that JWST uses to make these observations, making the planet image acquired by its Near-InfraRed Camera (NIRCam) indistinguishable. This was, says Wang, “…science left on the table because we didn’t have the right tools to analyze the data in the most optimal way.”
Tackling a star with no known planets, the researchers then used JWST data on TYC 5899, with results that improved sensitivity vs the KLIP method by 15 times. The potential for exoplanet discovery is clear, although the model can be improved. The paper adds:
…although FLIP can effectively compensate for phase drifts and random star–coronagraph misalignments that limit KLIP, our models have not yet been systematically calibrated to retrieve accurate estimates of these instabilities with associated uncertainties. Clear avenues for improvement include a more sophisticated detector model to process deep observations of very bright stars, disentangling degeneracies between different model parameters, a detailed exploration of algorithm hyperparameters reducing the computational cost of the method and a framework to handle large data volumes for ground-based applications.
In current terms, we are looking at a tool that the authors believe will allow fainter, colder planets or less massive ones, to be detected through JWST’s existing equipment. I see that the authors target giant planets at wide separation from their star, always a difficult catch for any exoplanet detection method. They also believe that the method can be extended to JWST’s Mid-Infrared Instrument (MIRI). It will be interesting to see if further validation of FLIP has any bearing on HWO design, particularly in terms of stability. Conceivably, “the ultrastability requirement for the system may be partially lifted,” and that could offer design options that impact HWO’s budget.
The paper is Ferrer-Chavez et al., “Imaging exoplanets below the telescope stability limit,” Nature 659 (2026), 58-62 (full text).
"Ebenezer" marks Johnny Depp's return to film after his messy legal battle with Amber Heard. The movie's London premiere featured loads of fans and a faux Victorian street scene — in a city where ghosts of Dickens' famous fable abound.
Penlink’s Webloc is an application that locates people using information from the weather, gaming, email, and religious apps on their phone. It’s sold to the police.
The tool collects vast quantities of location data from smartphones via commonly used weather, gaming, email and religious apps. It can build a detailed picture of where a smartphone has been over the past 12 months, and update the data hourly, showing the movements of people on a near real-time basis. Law enforcement officers can use Webloc to zero in on a map and look at all phones that were present at a specific place and time, analyzing “billions of location data points,” according to company documents reviewed by Bloomberg.
There’s a nice infographic that explains how the system works at the link.
While I realize “the party that gets its voters out to vote the most wins” seems obvious, you really wouldn’t know that sometimes based on certain punditry. Adam Bonica lays it out starkly:
When the percentage of registered Democratic voters who show up and vote is equal to or higher than the percentage of registered Republican voters who do so, we win. There might be a lesson in that about appealing to supposed swing voters, as well as unlikely registered Democratic voters.
Caveat: this is based on an early analysis of 2026 voter data.
Zidar and Zwick have a good post on the political power of billionaires versus the power of many millionaires, based on their excellent book The Everywhere Millionaire.
First, they point out that despite the attention given to (some days) trillionaires and billionaires, the combined wealth of the Everywhere Millionaires, the dentists, the car dealers, the mid-size business owners, is far larger.
…it’s important to put the scale of Forbes billionaire growth into perspective with the other rich and powerful actors in American society. Even at the very frothy public market valuations of the current moment, the Forbes list amounts to around $8 trillion or roughly 4.3% of total household wealth. Meanwhile, based on the most recent SCF, Everywhere Millionaires are probably worth more than $63 trillion or 38% of total household wealth.
Second, the power of the billionaires is often exaggerated relative to the power of the millionaires who have money and votes:
…Elon didn’t want the massive tax cuts in the OBBBA extended, which did not go to the tech billionaires. He didn’t benefit from the reduced EV demand, which came when the EV credits were abolished. He benefitted little from the new deduction for car loan interest passed in that bill, since financing car purchases is a small part of Tesla’s business.
Who drove these changes and reaped the rewards? The Everywhere Millionaire car dealers who reside in nearly every Congressional district and represent many of them directly. Elon lost big in the midterm election, despite spending half a billion dollars. Meanwhile, dozens of Everywhere Millionaires will return after the election to the new Congress and to state and local government positions across the country.
That’s all correct, but there is an even more telling and absurd asymmetry. In many states it is illegal for Tesla to sell its cars directly to consumers! Namely, Alabama, Arkansas, Connecticut, Iowa, Kansas, Louisiana, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Carolina, South Dakota, Texas, West Virginia and Wisconsin.
Amazingly, that list includes TEXAS! Tesla builds the Model Y in Austin but they cannot sell directly to Texans who instead must technically buy their car from Tesla in another state. That shows you the power of the everywhere rent seekers.
Senior NASA officials held a lengthy news conference last weekend, laying out a series of lunar contract awards, new contract opportunities, and mission decisions. They followed one after the other: landers, nuclear-powered rovers, scouting drones, power generation, storage, and communication satellites.
It never seemed to end.
"Hopefully, we're keeping industry on their toes trying to catch up to all the solicitations we're doing," said Carlos García-Galán, manager of the Moon Base Program, more than 90 minutes into the news conference. "This is what it takes to do the Moon Base in the timeline we have set forth."
"Senior Lecturer Richard Allen Posner, a longtime University of Chicago Law School scholar, former federal appellate judge, and pioneer in the field of law and economics, died on November 10. He was 87.
Posner, who joined the Law School faculty in 1969 and spent 36 years as a judge on the US Court of Appeals for the Seventh Circuit, is widely considered to be the most influential legal scholar of all time and, during his time on the bench, was considered to be among the most powerful jurists outside the Supreme Court. He authored thousands of court opinions, hundreds of academic articles, and dozens of books, and was a leading scholar of law and economics, a field born and developed at the University of Chicago beginning in the early 20th century. "
"Before he became a judge, Mr. Posner ran a litigation consulting firm where he helped pioneer the concept of applying economic analysis to legal issues. He developed his approach more fully in his book “Economic Analysis of Law” (1973), now a classic text, contending that the economic consequences of laws should be considered in all aspects of the legal system. He once proposed abolishing adoption agencies to stop black-market adoptions and allowing pregnant women to sell unwanted babies on the open market.
...
"He evolved from his economic cost-benefit pragmatism early in his career to advocacy later of more liberal positions on such issues as workplace discrimination, voter ID laws, same-sex marriage and physician-assisted suicide for the elderly.
"He favored legalizing marijuana but questioned animal rights. “It is wrong to give as much weight to a dog’s pain as to an infant’s pain,” he argued in a debate with animal rights advocate Peter Singer in 2001.
...
"Mr. Posner later distanced himself from many of his more provocative pronouncements and, in an unusual gesture by a federal judge, questioned whether he had ruled correctly on a major national issue: voter identification laws.
"After writing a majority opinion in 2007 upholding Indiana’s law requiring photo identification, he wrote in his book “Reflections on Judging” (2013) that the law is “now widely regarded as a means of voter suppression rather than of fraud prevention.”
"He went on to say in a clarifying article in the New Republic, also in 2013, that judges sometimes lack relevant “empirical data” to help decide specific cases, and for that reason “I may well have been wrong” in the Indiana voter ID case."
########
With Chris Avery and Christine Jolls, I had the opportunity to coauthor two papers with Judge Posner, both concerning the matching market between appellate judges and law clerks (a market that is still in flux):
Avery, Christopher, Christine Jolls, Richard A. Posner, and Alvin E. Roth, “The Market for Federal Judicial Law Clerks”, University of Chicago Law Review, 68, 3, Summer, 2001, 793-902.
Avery, Christopher, Christine Jolls, Richard A. Posner, and Alvin E. Roth, “The New Market for Federal Judicial Law Clerks”, University of Chicago Law Review, 74, Spring 2007, 447-486
Google join Jev and OpenAI in the decision model category with "Gemini Decision 1". This new model API is almost identical to Jev: it supports the same three types of questions (yes/no, choice, and rubric-scoring) and even reuses Jev's term "Noul" for a yes/no question.
It's priced the same as the GPT-6 Luna decision model: 10 cents per million input tokens, and output is free. Jev remains the cheapest of the three, at 4.2 cents per million.
Jev is text (and JSON) only. OpenAI can handle text and images. Gemini Decision 1 is fully multi-model: it covers text, images, audio, video, and PDFs.
I tested it against video by passing these questions to it along with my Yonkers stomping robot video file:
dragon: Does this video have a dragon in it?
robot: Does this video have a robot in it?
france: Is this video set in France?
usa: Is this video set in the USA?
Jev and OpenAI both return 1.0 or 0.0 for yes/no questions, but Gemini insists on being a little less confident than that:
Finally, an official emulator from AWS to run tests against a local clone of their many different services without having to provision a paid API key to do so.
It's written in Rust by a huge swarm of agents - 29,684 commits in the first three weeks of the project. Swaminathan (Swami) Sivasubramanian wrote about how it came to be in a guest post on Werner Vogels' blog.
It currently requires Docker to run on macOS or Windows. I'm hoping they fix that in the future - it would be great if you could download a single binary and use that as part of a standard test suite in other languages and on other platforms.
I've been wanting a better way to browse my collection of vibe-coded tools (244 and counting) for a while. I had a few Fable 5.2 credits left over before my weekly reset so I set it to work using tree-sitter to analyze the code for JavaScript APIs, libraries, and web API hosts used by each tool.
The homepage now features tag clouds for browsing by each of those categories of tag:
LLM has a mechanism called extra-openai-models.yaml - now managed by the new-in-0.37 llm openai endpoint add command - for using LLM with OpenAI-compatible API endpoints from other providers.
Daniel reported two ways this could accidentally send your configured OpenAI API key to one of those providers: if the key named by api_key_name had never been stored, or if a responses: true model was run with -o chat_completions 1.
Anthropic kicked off their IPO roadshow yesterday, and their roadshow video has some previously unreleased information about how their business works.
The section on "Approach to compute" with co-founder Tom Brown is particularly interesting, describing how Anthropic train and serve Claude across AWS Trainium, Google TPUs, NVIDIA GPUs, and AMD GPUs.
I'm not sure why there's no official video transcript, but here's one that I extracted using MacWhisper. Highlights below:
We train and serve Claude now across all four major chip families. That's only possible because early on we made an unconventional bet on a multi-chip strategy. At the time, many people thought that running AI models on different chips wasn't worth the effort. Each chip needs its own tailored software stack and inference stack, which is expensive and difficult to build. We've now been doing it for years, and we've gotten incredibly good at it. [...]
As an example, this year, we started working with AMD GPUs for the first time. In the past, bringing on a new chip platform took dozens of engineers months of work This time, we had Mythos try it out. It got Claude running on AMD in just three days, with basically no human intervention. Claude ported or wrote almost 100% of the kernels. [...]
The second driver of our compute advantage is our rate of discovery of compute multipliers. We focus on total effective compute, which is the multiplicative product of physical capacity times the compute multipliers that we discover. Each one we discover makes our pool of total effective compute bigger. For example, say you need 100 units of compute to train a model of a certain intelligence. A 4x compute multiplier means you can use 25 units of compute to train the exact same model. Or you can use those hundred physical units to train an even more intelligent model that would have previously required 400 units.
Compute multipliers create a competitive advantage for us that's hard to replicate. They build on each other. Each new multiplier we discover has a positive effect on the multipliers before it. They stack. We believe that this can accelerate even further as we approach recursive self-improvement. Claude will be able to discover compute multipliers entirely by itself, allowing the number of compute multipliers to grow faster and faster.
We got a hint at Anthropic's multi-chip strategy last September in their postmortem of three recent issues, where they described bugs that affected just their TPU deployments.
Near-shore Pacific Ocean temperatures have now reached astonishing, record-breaking levels along nearly entire California coast Just case you haven’t already noticed: Current ocean conditions along the California coast are presently just about as far from typical as one could possibly imagine. Water temperatures within about 20-30 miles of shore have reached exceptional, extraordinary, astonishing (running […]
Federal oil and gas rights are worth about $625 billion on the paper’s own method, down 75% in real terms since 1981. Federal land has gone the other way, to roughly $1.1 trillion to $1.6 trillion. Land, not minerals, is now the larger asset.
It should be streaming on both our Substacks. Or you can register for Zoom here.
That’s all for today, except for the promotional:
Marketing note: I have a new ebook, Navigating the Chaos: Chronicles of Economic and Political Madness, which uses material from this Substack to construct a thematic narrative of the past two yearsand the issues that Democrats must now address to build an enduring progressive movement. Available from Amazon, Kobo, Bookshop, and Nook.
Anduril Industries has announced the successful demonstration of a new satellite-based sensor designed to track other spacecraft that may be hiding their maneuvers in Earth's shadow.
Funded with Anduril's internal capital, the company's oven-sized satellite launched on a SpaceX rideshare mission in July with a package of tech demo payloads: an edge-compute processor, a power-management system adaptable to different mission types, and a long-wave infrared space sensor capable of detecting other objects in orbit.
Anduril reported on the success of the tech demo mission Tuesday. The company's satellite, named Anduril-216, flies about 590 km (366 mi) above Earth, spending about one-third of each orbit in darkness. Anduril-216's night passes allow its infrared imager to shine.
In 2019 I wrote that domes are over-rated. I stand by it. Then I went and built six of them anyway – well, five cities and one very large machine – in the browser, at real scale, so you can walk around inside. They're up at domes.caseyhandmer.com.
Two are Mars cities, and neither is a dome. Vision 2040 is my entry in the 2020 Mars Society city state competition, The first million on Mars, finally rendered: a million people under a pressurized tensile canopy, with Salamanca at its heart. The tent city puts lakes, forests and towers beneath a pressurized tent hung from leaning wire columns. Plastic sky, as advertised.
Two are borrowed from science fiction and rebuilt from the books' own numbers. The elevator falls brings down the 37,000 km cable from Red Mars, re-simulated at full resolution (background reading: Falling Into History, part 1 and part 2). Saunt Edhar is the concent and its clock from Anathem, sited near Banff.
Tyler opens by asking Terence what it feels like to contemplate Euler’s identity, quantum mechanics, the Riemann hypothesis, and Gödel’s incompleteness theorem, before moving into why mathematical history gets stripped out of classrooms, whether abstract math is a lottery ticket or a unified whole, string theory’s beauty versus its lack of confirmation, why real analysis arrived so late, why zero took until the 7th century to be invented, game theory, the Black-Scholes model, Bostrom’s simulation argument, and Newcomb’s paradox, math education and the case for teaching more statistics, Tao’s view that AI has pushed mathematics from an era of “proof scarcity” into “proof abundance,” what that means for the research paper, why video talks may become more valuable than papers themselves, Tao’s favorite Hong Kong action movies, his unconventional path through an Australian university at age 13, his most unusual work habit, his verdict on the Collatz conjecture, and more.
Excerpt:
COWEN: When you look at mathematical economics over the last two decades, is it interesting to you as math, or is it just a bunch of people doing something different that, to you, is low level?
TAO: Oh, yes, I was always fascinated by economics. I love game theory, and actually often there are pure math problems where it’s actually good to think in game theory terms. In analysis, you have all these complicated statements, like for every ε, there exists a δ, blah, blah, blah. It looks very intimidating, but if you phrase it as a game, your opponent is giving you an ε, you need to counter that ε with a δ of your own. If you view it as a game, then actually you can talk about strategies and who’s ahead, who’s behind. It actually activates really good modes of thinking.
I’ve used economic thinking in my own work. We talk about cost functions and minimizing loss. There are lots of concepts. Ricardo’s law of comparative advantage, I use that to run my life. There are so many things I can do. What do I choose to spend my time on? It’s actually a very useful principle: comparative advantage.
Economics, I find it’s a very good arena to understand the difference between models and reality. Physics, we’re spoiled because we’ve had these great physicists who’ve created these very accurate models of the real world, classical mechanics, quantum mechanics, and they’re very well tested and very accurate. You can just go to town exploring their consequences and still predict reality. Economics is a much more mixed situation where you have models, and sometimes they predict the real world very well, but sometimes they don’t.
In addition to doing the math, you also have to do the modeling, and you have to understand the limits of when a model starts breaking down and what you need to do to adjust it. I find that fascinating. It’s somewhere between the hard sciences and the social sciences. There’s enough hard models that you can do math, but there’s also enough real-world messiness that you have to also grapple with the subjectivity. As an outsider, I find it a really fascinating subject.
COWEN: When you looked at the Black-Scholes model, were you shocked when the probability doesn’t matter? Was that beautiful to you?
TAO: Yes, yes, yes. There is a special feature of Gaussian fluctuations that you can price options just by knowing risk. There is one algebraic miracle that makes this work. Normally, predicting future costs of anything is just an intractable problem, and there just happens to be this miracle. If you have Gaussian fluctuations, then it is beautiful. This is actually a really good example of when you need to know when the models work and when they don’t work. If you don’t have Gaussian fluctuations, then actually Black-Scholes is somewhat dangerous to use, especially if you compound it into derivatives over and over again. Again, that’s an old story. You know what happened in 2009.
Self-recommending, and of interest throughout. There is some on AI, but he has spoken so much on that topic lately I decided not to emphasize it. And Terry does have a new book out, namely Six Math Essentials.
I really want a lot of venture capital investors to work on their self-esteem.
After a few decades of supporting and mentoring New York City’s tech community, I hope I’m credible when I say I care a lot about how it thrives. So one of the most disappointing—and frankly surprising—things I’ve seen lately is how many investors in the greatest city in the world have been lowering themselves, sucking up for approval from a cohort of Silicon Valley tycoons who hate our city, hate our values, and want us to fail.
I’m furious because there are so many good people and good ideas here that deserve to thrive, and aren’t getting the chance. Why would anyone sit by while outsiders put our community down, only to let those same outsiders profit off us when we succeed anyway?
In fairness, I’m not talking about all of our city’s investors. Some are content to keep their heads down and hope the worst of the West Coast doesn’t notice them. But imagine if our other civic institutions worked this way: the Knicks timidly stepping onto the court and standing back while opponents charge the rim, or the Liberty letting the other team fire off shots unchallenged. This is not the New York City I know. What real New Yorker, when faced with a taxi cab headed toward them in a crosswalk, would say, “Oh, sorry, I was going to be walking here, but you go right ahead and run me over, good sir!�
It’s pathetic, and it’s bad for business. Our city is watching, and our kids are too.
HQ Zero
I’ve been lucky enough to watch brilliant friends build innovative businesses here, having each other’s backs and catalyzing a community that lifted up the city we all love.
And then, over and over, we watched our lawmakers line up to give billions in handouts to West Coast tycoons who’d already won the game. Even when the community stopped those giveaways, the companies still hired just as many people here as they’d promised—because people want to work in New York City. Our tech community's own data shows that, while the Bay Area lost tech jobs over the last 5 years, we've grown by 23%. We never needed to bribe these guys in the first place. (Unsurprisingly, many of the same people who once demanded access to New York taxpayers’ pockets started trashing our city and its most vulnerable residents the moment the freebies dried up.)
The lesson is simple, for the public sector and private investors alike: we don’t need to buy the love of people who hate New York, or act as if we’re inferior and desperate to import an economy from elsewhere. We don’t do that shit here. We don’t need to be thirsty. We can invest in the people who already love this city enough to build the future here. We are, you may learn, second to none.
Fortunately, we’ve replaced the timid, backwards-looking leadership of the past with people who believe in our ability to lead, build, and invent a better future. It’s no surprise that New Yorkers are more optimistic than they’ve been in decades, or that we have the lowest crime in recorded history—nor that the people who hate our city are lying about all of it. The very same tycoons who felt entitled to taxpayer handouts now feel entitled to treat our investors as feeder funds for their own goals. There is no future in funneling deals to firms trying to undermine our entire civic ecosystem.
Building value, having values
I’m still committed to the radical social ethos that you should be able to build tech companies worth hundreds of millions of dollars, that founders and employees can get fabulously wealthy while workers are paid fairly, that investors earn a solid return, and that everybody pays an appropriate tax rate to the city that made it all possible. I don’t care if it makes me a radical to think those opportunities shouldn’t be hoarded by the same three or four predatory jerks who can’t stop trashing New York.
It’s no secret that the rise of authoritarianism and bald-faced bigotry among Silicon Valley investors has led them to demonize our city. What’s almost too much to bear is watching people I’ve respected in New York look the other way while those leaders embrace rank misogyny, blatant antisemitism, unapologetic Islamophobia, and profound racism—so virulent that the most powerful venture capital firm in the world hired a partner on the basis that he strangled an unarmed Black man to death. I’m grateful that many of you tell me privately that you object and still hold onto your moral compass, which makes it all the more heartbreaking to watch so many go silent publicly.
Where is your self-respect? Because I’ll be honest: they are laughing at you for debasing yourselves in front of them, and they enjoy shitting on the city you call home. You should do work you’re proud of, that you feel good telling your family about, and that you’re excited to share with your community.
You should also do the math. A tiny handful of firms control the vast majority of late-stage funds, and you are not going to differentiate yourself by being a mindless feeder fund for the same 10 cancer capital firms as everyone else. If your only edge is competing on who can kiss Andreessen’s ass the most, you’re already fucked, kids. Look at how they already have to tap-dance—calling things “super intelligence� instead of “artificial intelligence� just to prove their fealty. How long until you’re asked to publicly rename your work, or tell a big lie about your city, just to stay in the room?
I’ve heard too many people in this town claim they don’t have any power, that their only job is returning capital to LPs. All you have to do is the simplest thing in the world: refuse to play along.
By contrast, if you bet on this wonderful community, connect to the next generation of innovators, and fight for the future instead of against it, there is limitless opportunity here. If you have to put it in a way your LPs can understand, explain that there is huge alpha in going the way that a16z is not. Call it “Anti-authoritarian Dynamism�. Explain that you’re going to strangle their deal flow, since founders of color and next-gen innovators don’t want to talk to the firms who hate New York City and hire killers. Tell them you’re choking off the supply chain of capital to the office where Daniel Penny works.
Side with the founders, not the funders
Just in case you don’t already know: Zohran Mamdani is your best friend. He wants the city to win, and our businesses to thrive. And those West Coast VCs who act deranged when you mention his name? They want your city destroyed, and when it's not, they lie and say that it already has been destroyed. Pick the side of your neighbors and your community, and speak up for the founders and entrepreneurs building the opportunities you want to be part of.
Just as importantly, speak up for yourself. It’s not viable in the long term for every outcome—and the small number of possible exits for your portfolio—to be controlled by the same handful of gatekeepers. I used to love helping friends turn cool new products into companies that provided good jobs; now that’s virtually impossible because the scale has gotten so absurd, and so few players decide who gets to participate. When I talk to people who are still early in their tech careers, the only names they know in the investor world are the usual suspects — not yours. They’ve never heard of your firms, of many of New York's most thoughtful and interesting and supportive investors, and they’re downright skeptical when I tell them to work with NYC-based investors instead of making a trip to Sand Hill Road. That all changes the moment New York’s tech leaders put their power behind an alternative narrative.
Simply saying “we are here, we exist, and we are not a satellite of the same tired agenda you’ve been hearing from Silicon Valley for years� would be hugely valuable for the entire New York City tech ecosystem. It's going to be especially resonant after the entire country just picked a political path that looks a lot like New York City's values — and is based on rejecting Big Tech's values. It would also, I expect, do wonders for your soul after years of enduring the quiet indignities of watching some horrid people chip away at your self-esteem.
Now, I know most of you aren’t inclined to go to war. That’s fine — you can still be nice. Jalen Brunson is really nice! Karl-Anthony Towns is really nice! Sabrina Ionescu is nice! But they really like to win, and they don’t take shit from anyone. You have to decide if you want to win, or if you want to get bullied on the playground by the people who actually have their heads in the game.
As a repeat founder who spends my time with makers — both the next generation of creators, and the people who’ve built great companies before them — I know where my loyalty lies. Those of us who build things know who we are. Those of us who love New York City are having one of the great moments of the modern era.
Do you know who you are? Are you going to join us?
Congress members came back to Washington, D.C., yesterday after the midterm earthquake. The membership of the current Congress remains the same, but the mood of the country and the momentum of the parties has shifted so completely it feels like the country lived through a decade of change in the past week.
As if in illustration of that change, Democrats have announced they are going to move the plaque honoring the law enforcement officers who defended the Congress and the U.S. Capitol on January 6, 2021—including 250 who were injured—to a more prominent spot. Congress authorized the plaque, but House speaker Mike Johnson (R-LA) refused to put it up, and Republicans in the Senate finally buried it on a basement wall.
Yesterday morning, Trump tried to resurrect the Big Lie—that any election he loses is rigged—for the midterms, but the power of that lie to conjure news reports is apparently gone. Right-wing personality Megyn Kelly posted a response: “Just stop.” Today pictures of the big incoming class of new Democratic senators circulated on social media.
While the Democrats will remain in the minority in Congress until January, they are making it clear they intend to hit the ground running. Already they are putting forward measures to address both affordability and accountability.
Yesterday a group of sixteen Democratic senators reiterated their determination to get rid of the dramatic cuts Republicans made to Medicaid in their so-called “One Big Beautiful Bill Act” of July 2025. In the short term, they asked the Republican chair of the Senate Finance Committee, Mike Crapo of Idaho, and the Senate majority leader, John Thune of South Dakota, along with their Democratic counterparts, to delay the Medicaid work reporting requirements set to go into effect on January 1, 2027. They note that such work requirements have never increased participation in the workforce. Instead, they have caused eligible people to lose coverage when they can’t navigate the new red tape.
New inflation numbers today showed prices rising faster than economists expected. Carl Quintanilla of CNBC reported that by Schwab’s estimates, the year from October 2025 to October 2026 saw consumer prices rise 12%.
Inflation is a direct result of Trump’s tariffs, war on Iran, and deportation of undocumented immigrants, and Senator Elizabeth Warren (D-MA) today called Trump’s economic agenda “a failure.” In a speech today, she called for a higher federal minimum wage and banning congressional stock trading and “surveillance pricing,” the practice of tailoring prices to individual consumers. Expected to become the chair of the Senate Banking Committee, Warren said she will push back against bad actors in the financial industry and in crypto ventures.
Louise Radnofsky, Emily Glazer, C. Ryan Barber, and Lindsay Ellis of the Wall Street Journal reported yesterday that Democrats from a variety of committees have already asked certain corporations, including Amazon, Apple, Google, and Microsoft, to produce records concerning their ties to potentially corrupt administration schemes—including Trump’s legacy projects—by January 4, the first day of the new Congress.
Administration figures are already trying to distance themselves from possible wrongdoing. Yesterday, Trump told reporters that he had not heard about the relationship between Nvidia chief executive officer Jensen Huang and a Chinese spy who was transmitting information about the company and its protected chips directly to Beijing before he invited Huang to travel to China with him aboard Air Force One in May.
But in the New York Times today, Maggie Haberman, Jonathan Swan, Julian E. Barnes, Ana Swanson, and Tripp Mickle reported that Secretary of State Marco Rubio had indeed informed Trump about the intelligence concerning Huang and that Rubio’s conversation with Trump “marked at least the second time in seven months that the president had been told of intelligence about Mr. Huang’s involvement with the woman.”
As political scientist Elizabeth N. Saunders pointed out, the Trump administration’s refusal to do anything about the Nvidia case follows directly from Judge Aileen Cannon’s dismissal of the case concerning Trump’s mishandling of classified documents. Between that and his willingness to employ people who could not get security clearances, he has demonstrated his contempt for national security.
Yesterday Representative Thomas Massie (R-KY) filed eight articles of impeachment against Defense Secretary Pete Hegseth. Speaker Johnson sent the House home in October rather than having to bring Massie’s articles to a vote, but Massie has not backed down. The first three articles accuse Hegseth of violating the War Powers Act, not only by continuing the conflict for longer than the 90 days the law permits without obtaining congressional authorization, but also by launching the war without congressional authorization or an immediate threat, the language the law requires for the president to act on his own.
Article IV accuses Hegseth of ignoring laws to limit civilian casualties; Article V accuses Hegseth of extrajudicial killings of at least 221 people with the strikes on small boats in the Caribbean and eastern Pacific. Article VI accuses Hegseth of illegally suppressing free speech with his retaliation against Senator Mark Kelly (D-AZ) for questioning unlawful military orders. Article VII accuses Hegseth of kidnapping a sovereign leader—Venezuelan president Nicolás Maduro—and Article VIII accuses Hegseth of launching an unlawful war in Yemen.
Hegeseth held a press conference today, his first in about six months. Lara Seligman and Michael R. Gordon of the Wall Street Journal noted that he didn’t talk about the ongoing war on Iran, but about his own impeachment. He claimed the impeachment effort was political and that criticism of his management of the military was an attack on the troops. While he tied himself closely to Trump, he did note that everything he did was “ordered by the commander in chief.”
According to Aidan McLaughlin of Vanity Fair, before the briefing, an official told reporters that if anyone “gets out of line” they would be “removed physically.” Journalist Dan Lamothe reported that Hegseth would only take questions from right-wing media.
The Trump administration is rushing forward with his legacy projects in Washington, D.C.—the triumphal arch, changes to Lafayette Square, the East Potomac Golf Links, and development of the Tidal Basin—to get them far enough along that they will be hard to stop when Democratic oversight begins in January. Sunlen Serfaty and Annie Grayer of CNN reported today that “multiple” whistleblowers have warned the top Democrat on the House Natural Resources Committee, Jared Huffman of California, that administration officials are already destroying records. The House Natural Resources Committee oversees the national parks and federal lands Trump is trying to take over for his projects.
While a spokesperson for the Interior Department said the whistleblower claims were “100% false,” Huffman has sent letters to the many different agencies involved in the various construction projects reminding them they must “preserve existing records collections and productions,” “[i]dentify and recover any deleted information,” and “suspend any destruction and deletion practices.”
“Everything is coming; it’s all coming,” Huffman told Serfaty and Grayer. “It’s just going to be an entirely new day.”
Meanwhile, MAGA Republicans appear to have decided to double down on the same ideology that voters overwhelmingly rejected last Tuesday. House speaker Mike Johnson told reporters that “voters made the wrong choice” in the midterms. Senator Josh Hawley (R-MO) issued a call for Christians to meet the “shocking and historic” election with a “historic” response: an hour-long fast on December 15 at the Capitol.
In Jack Hopkins Now, Jack Hopkins noted Saturday that Trump’s elevation of Stephen Miller to White House chief of staff after he forced out former chief of staff Susie Wiles will take away whatever restraints Trump has on his behavior. Hopkins noted that Wiles had said Trump has “an alcoholic’s personality” in that he operates as if “there’s nothing he can’t do.” Wiles grew up with an alcoholic father and learned to manage that personality with structure, staying out of the media and controlling who had access to Trump, managing his impulses.
Miller, Hopkins notes, is the opposite. He loves the media, and rather than managing Trump’s impulses, he amplifies them. Seeing provocation as a way to get rewarded, he has described the U.S. as a scene of “American carnage” and wants to create a white nation through violent deportations and the crushing of internal dissent.
When Trump appeared to bow to popular revulsion over Miller’s immigration extremism in an interview on 60 Minutes last night, suggesting amnesty for hardworking immigrants whose only offense was entering the country without documentation, MAGA exploded. On the right-wing OAN channel, former director of Project 2025 Paul Dans cheered on the elevation of Stephen Miller to the position of White House chief of staff, suggesting that Miller would understand that “there is no appetite for the American public for amnesty.”
As Media Matters reported, Dans told former Representative Matt Gaetz (R-FL), who left office after the House Ethics Committee found he had paid for sex with a minor and used illicit drugs as a member of Congress: “We just drove away a historic coalition, young men were completely disenfranchised. And our first response to them can’t be, Hey, let’s give away your jobs to a bunch of foreigners. The first response has to be, We’re doing away with the H-1B program. We have to let young white men take the wheel again of the American economy. That is the way out of this. And they need hope, this is their birthright, their country. And it’s time to put America and Americans first.”
The Make America Healthy Again movement and Donald Trump Jr. have both come out in support of personality Russell Brand, who on Monday was sentenced to ten and a half years in prison in the U.K. for rape and sexual assault. As Brandy Zadrozny of MS NOW reported today, Brand was a prominent spokesperson for MAHA, and today the online publication of MAHA Action Inc, a key advocacy group for the movement, came out with a 3,700-word screed challenging the fairness of the trial and suggesting a political motivation for the four weeks of witnesses testifying that Brand had sexually assaulted four women between 2004 and 2009.
Later today, an apparently high Don Jr. posted a video suggesting that Brand’s conviction for rape was due to his embrace of “conservative life,” “when no one had a problem with it in the prior 27 years.”
Today on the Fox News Channel, Attorney General Todd Blanche doubled down on the idea that he would consider prosecuting Democrats for saying they’re going to enforce accountability. Also today, news broke that a federal appeals court has refused the attempt of the Department of Justice to gain access to 18 months of journalists’ records on LinkedIn, saying the “overbroad” demand threatened the freedom of the press.
On Monday the U.S. Department of Agriculture revived a plan that would cut Supplemental Nutrition Assistance Program benefits from those who qualify for other programs, affecting about 6.3 million people in fiscal year 2029. Marcia Brown of Politico noted that such cuts were outlined in Project 2025.
Alex Nguyen of the Texas Tribune reported that as the Texas attorney general’s office moves from the hands of Republican Ken Paxton to Democrat Nathan Johnson, the Department of Justice is joining a lawsuit Paxton launched against Planned Parenthood in an attempt to bankrupt the organization.
House Republicans today elected Trump loyalist Ohio congressman Jim Jordan to lead their conference. Jordan is a firebrand most famous for shouting down opponents, pushing MAGA rhetoric, and having been accused of turning a blind eye to accusations of sexual abuse of students by a team doctor when he was a wrestling coach at Ohio State University.
Republicans demonstrated their loyalty to Trump tonight when they voted overwhelmingly—Massie was the only one who voted no—to send Massie’s impeachment measure to the Judiciary Committee, where Republicans will bottle it up. Rather than making the issue go away, killing this fast impeachment measure has likely guaranteed a slower process when the Democrats take control of Congress in January, with hearings that will expose the details of Hegseth’s tenure at the Defense Department and make clear to the American people why Hegseth must go.
Meanwhile, Trump yesterday contrived a press conference to try to dig out from his apparent misunderstanding of a list of potential candidates for White House press secretary. He seems to have confused spokesperson Dana White with the Ultimate Fighting Championship promoter Dana White, offering the promoter a job for which he has no qualifications. At the press conference, Trump introduced the UFC promoter as if the whole suggestion were a big joke.
This morning, he called in to C-SPAN with a woman (not Melania) laughing in the background, then launched into his fantasy version of the world until the host nudged him off the line.
Just checked the updated vote totals, and Chris Kluwe is now leading in the 72nd State Assembly race.
I repeat: Chris Kluwe is in the lead!
L.F.G.
There are still votes to be counted, and craziness is craziness, but I feel extremely positive about this. Everything is trending Chris’ way—and the Democrats’ way.
Also, a few additional ponderings:
• 1. If accountability is still a thing in modern politics, the Republicans have to ultimately dump Will O’Neill as Orange County Party Chair. Once a relatively sane political leader, Will went all in on MAGA foolishness. He backed candidates like Gracey Van Der Mark and Pat Burns, ignored extremism, cheered on legitimate racists and xenophobes.
I particularly like the audacity of his latest IG story …
Will is horrified by Hipolito Cerros’ six-year-old Tweet, but had nary a peep to utter when Van Der Mark flashed the QAnon sign, when Donald Trump bragged of grabbing women by the pussies, when J.D. Vance made a gay joke and half the Republican caucus condemned Muslims to hell.
Truth is, Will is an out-of-touch, entitled, snobby white dude whose milk is oat, whose comforter is goose feathers and whose loyalties are toward party, not county/country.
So, keep walking, bruh. You’re done.
• 2. I’m so, so, so happy for Letitia Clark, Tustin’s mayor elect and one of my new favorites. When I interviewed Letitia for this site a few months back, she was confident her message was resonating, and that a positive approach trumped the bullshit oozing from the local GOP.
Well, here you go …
• 3. Had a weird misunderstanding on IG with Lauren Kleinman, Newport Beach mayor. Supported her on some shit she was taking. She wrote this …
To be clear, I have no beef. People on different sides need to work together.
So today is Veterans Day. And while most of us spend it hanging with family, watching movies, walking the beach, sleeping late or (perhaps) working, it exists as a sacred reminder to honor those who have served the United States as members of the armed forces.
And … I dig it. I’ve always dug it. Though I’ve never worn the uniform, it’s obviously important to honor those who have, and especially those who have lost their lives defending this country’s independence.
Which is why this scene, from earlier today, is so sadly predictable …
In case you can’t tell, everything unfolds near the Tomb of the Unknown Soldier, a remarkably sacred and important spot and Arlington National Cemetery’s most iconic setting. This, from the Arlington National Cemetery website …
The five people posing for photos atop the steps are:
And, of course, Pete Hegseth, our cosplaying Secretary of War Defense Idiocy.
And as they laugh and joke and yuk it up, an on-duty sentinel from the 3rd Infantry Regiment (The Old Guard) interrupts, faces the group and yells, "All visitors will maintain an atmosphere of silence and respect at all times!"
It’s pathetic, sad, embarrassing and unprofessional behavior from the five dolts, but also unsurprising. These are amateur hacks, pretending to honor America while serving a president who draft dodged via fake bone spurs, then said POWs aren’t heroes—because heroes aren’t captured.
Not gonna lie—a month or so ago, I’d have told y’all Gracey Van Der Mark was likely going to win the 72nd Assembly race.
Why? Well, multiple reasons. First, the turf leans heavy Republican. Second, she had name recognition as a longtime Huntington Beach City Council member. Third, Kluwe is a unique blend of liberal and libertarian—which can be hard to explain to people.
So, yeah. Gracey—weirdo warts and all—was probably gonna triumph.
But here, as of last night, are the updated vote counts …
If you haven’t been paying attention, Kluwe is creeping closer and closer and closer. He’s within range of the upset, and if trends continue—well, he’ll be making many long drives to Sacramento.
More important, it’d be a HUGE blow to Orange County Republican status. This is a race they were a lock to win. Always. Eternally. Certainly.
Up and to my office all the morning, and at noon to the Coffee-house, where with Dr. Allen some good discourse about physique and chymistry. And among other things, I telling him what Dribble the German Doctor do offer of an instrument to sink ships; he tells me that which is more strange, that something made of gold, which they call in chymistry Aurum fulminans, a grain, I think he said, of it put into a silver spoon and fired, will give a blow like a musquett, and strike a hole through the spoon downward, without the least force upward; and this he can make a cheaper experiment of, he says, with iron prepared.
Thence to the ’Change, and being put off a meeting with T. Trice, he not coming, I home to dinner, and after dinner by coach with my wife to my periwigg maker’s for my second periwigg, but it is not done, and so, calling at a place or two, home, and there to my office, and there taught my wife a new lesson in arithmetique and so sent her home, and I to several businesses; and so home to supper and to bed, being mightily troubled with a cold in my stomach and head, with a great pain by coughing.
Riffing on the work started with Ask Rands, I’ve been spending the days before the holiday seasons polishing existing features while also building some new ones for the blog.
Briefs
If you’ve been watching the RSS feed for the past week, you’ve seen an increase in the number of posts. During the last major redesign of the site, Alex and I created a post type called Excerpts — the idea was a new post type for links and small bits of content. I posted many of these, but then stopped… I don’t know why. Essay-length pieces seemed to be more my jam?
With my robot-friends, I’ve built a new post type called Briefs, which include photos, text, songs, and links. Yes, I know… hello 2005… but I wanted a path to post more frequently on smaller topics, so now we have Briefs.
Tags
Building Briefs revealed another feature that was popular, I don’t know, two decades ago? Tags. Yeah, Web 2.0.
In my head at redesign time, WordPress Categories were tags, but over the years Categories became more defined themes (Management, Product, Tech Life, etc.) than tags. Thanks again to the robots, I’ve added tags to Briefs, as well as all existing posts. There’s a very tight vocabulary to prevent tag-bloat, and you can find a very well-organized list of tags here.
Tags now appear at the bottom of posts. I’ve done some behind-the-scenes wizardry to map Categories to Tags such that I hope you never notice. Holler if you do, and it’s annoying.
How Ask Rands Works
One of the unexpected benefits of the Ask Rands feature is the questions Grumbles has no idea how to answer. He logs these questions and tells me. Every morning. Thanks, Grumbles.
Many readers have asked Grumbles how Ask Rands works. There are two parts:
On randsinrepose.com, the /ask/ page and the Ask button are part of the site’s theme.
A search runs in your browser. Yes, you are downloading a snapshot of every article, then searching. This costs nothing and requires no server. I’m hoping you have not noticed this.
A small answer server lives here. This is Grumbles. You send a question to this server, which calls Claude and streams the answer back. Many of you have asked about the Grumbles “voice”. This is the prompt that I provide to Claude as a template for Grumbles’ personality1.
Repeated questions are stored and echoed back to reduce cost.
All questions, anonymized, are sitting in a small database along with answers which I review daily.
The server also enforces spending caps, per-reader limits, and timeouts.
Finally, Cloudflare throws up those “are you a person” checks and does rate limiting.
Since launch, I’ve added the following features to Ask Rands:
Contextually aware follow-ups.
A smarter “I don’t know” — Grumbles was claiming I covered topics that I didn’t.
Reversal detection. If I changed my mind about something, you see both sides of the argument.
A bunch of better matches for specific questions.
Made it clear that Grumbles doesn’t search my books — just the blog posts where most of the books started.
I’ve been fascinated by the questions being asked. Grumbles highlights gaps in my current writing on preventing gaslighting, dealing with underperformers, absent leadership, and other specific bad cases.
And finally…
Search 2.0
At the top of the least-visited top-level page lives a search box. This is a Web 1.0 dumb as dirt keyword search that I have confirmed you never use. This page has been untouched for years, primarily because I believe most folks look for Rands stuff on Google.
Google AI Overviews decimate traffic — a 50%+ decrease in clicks to the first link. That’s good for Google, but bad for content producers. Here’s the thing: thanks to the robots, you are no longer as dependent on Google for search. Ask Rands and Tags are both features that have been vastly easier to build with the help of the robots, but I don’t think that’s what is going to drive humans to human-produced content.
The voice of Google AI Overviews is the same soulless sound as many of the default robots. You have the same reaction to AI-generated art: this is slop, and I want heart.
My hope is that, because many of the services and tools have been democratized with the help of the robots, content producers can provide you, dear reader, a more compelling experience and more reasons to hang out.
We’ll see.
Here’s an example of that prompt: At most one joke per answer about being a robot, and skip the worn ones: nobody thanking you or asking you, never being invited, unpaid, the Mac Studio, rebooting. Most asides should come from the reader’s situation, not yours.
East Aurora, N.Y. — Moog Inc. (NYSE: MOG.A and MOG.B) marks 25 years since the Evolved Secondary Payload Adapter (ESPA) ring completed its Critical Design Review in 2001. The pioneering […]
(Karlsruhe, Germany, September 29th 2026) Horizon Microtechnologies is accelerating industrialisation of its metallised polymer micro-additive manufacturing platform through IP-MASS, a two-year scale-up project supported by €500,000 and reinforced by selection […]
These message boards were an embarrassment for Apple. Not only
were they very much out of step with what the web has come to be
over the last couple of decades, but their presence under an
apple.com domain meant that they ranked highly in search and were
perceived by the general public as being official in some way.
Honestly, the idea of a folding iPhone didn’t immediately appeal
to me. I usually like smaller devices, but when I first started
playing with the Duo in September, I realized it’s really
something special and I couldn’t wait to get my hands on a review
unit from Apple. The iPhone 18 Pro remains the most powerful
camera in the lineup, and though the Duo also has an excellent
camera, where it really shines is everything around the
photograph: planning, editing and sharing.
There are many reasons to prefer any of the regular (“uno”) iPhones to the Duo, but for almost everyone, the camera is not one of them. The iPhone Duo’s ultrawide 0.5× lens is either identical or nearly identical to the iPhone 18 Pro’s. It’s nice to have the Pro’s 4×/8× telephoto third lens when you really need it. And, yes, the Pro’s 1×/2× main camera is definitely the best one that Apple makes.
But just like with the iPhone Air — whose one-lens camera I love — the Duo’s 1×/2× main camera is really good. Just look at the photos Mann captured with it. Gorgeous. The camera system is not a reason not to buy a Duo.
(That said, when Mann captured this stylish photo of me at Apple’s “Pro and Tell” event in Los Angeles last month, he was carrying his iPhone 18 Pro.)
Mike McIntire and Eli Murray, reporting for The New York Times (gift link)
For nearly two decades, judges across the country have invoked
this language to strike down gun-control laws. It is a pivotal
legal test.
It is also based on a misquote.
Justice Antonin Scalia, writing for the majority in the 2008
case, District of Columbia v. Heller, attributed the “dangerous
and unusual” language to Sir William Blackstone, an 18th-century
English jurist whose writings became the basis for much of
American law.
But in his seminal 1769 treatise, “Commentaries on the Laws of
England,” Blackstone referred to weapons that were “dangerous
or unusual,” suggesting that a gun did not need to be both
in order to be restricted.
I’ve written before that Heller overturned two centuries of Supreme Court interpretation of the 2nd Amendment. The current interpretation — literally the NRA’s interpretation — was characterized by former Chief Justice Warren Burger as “one of the greatest pieces of fraud, I repeat the word fraud, on the American public by special interest groups that I have ever seen in my lifetime.”
So it’s not like anything needs to rest on this and-vs.-or misquoting of something William Blackstone wrote before the United States was even founded. But, still, it’s interesting nonetheless how often the gun-fetish jurists like to cite the misquoting. The government should, and can, regulate dangerous weapons.
There’s a para-news topic I’d like to discuss with you. It has to do with how scandals do or don’t develop, what catches fire and what peters out. We know that one of the constant themes of the last two years was that anti-bromide “nothing matters.” A mammoth scandal is uncovered. A few pieces are written about it. And then … nothing. It just falls under the waves. There is a key structural reason for this that gets far too little attention. It turns on the incentives reporters, publications and readers have to pay attention.
The standard scandal reporting progression goes something like this:
Reporters unearth scandal details. Attention shakes free more information and the momentum builds. Eventually public officials announce hearings or law enforcement agencies begin investigations. Sometimes it’s both. Those actions both validate the reality of wrongdoing and create new stories to cover. It’s both the existence and progress of these investigations and the new information they generate. There are things that criminal or legislative investigators — with warrants and subpoenas — can pry loose that reporters almost never can. Eventually you might have resignations or indictments, perhaps reforms.
Everyone knows that Trump’s corruption of the Justice Department is a bad thing. What’s less appreciated is how this quite effectively shut down the conveyor belt I described above. The same applies to having an entirely tamed legislative branch which won’t hold any investigations. If any sort of accountability or investigation is ruled out in advance, scandals and reporting on them struggle to maintain momentum.
We like to think that press coverage and investigative journalism is logical, linear and additive. A reporter finds out the details, brings them to the public and keeps going. But it’s not that simple. In journalistic terms, a scandal is a story. Like a play or a novel or any other form, it has conventions, a series of stages or acts in which different things happen. It needs to move forward to have life. It also needs other players with different and greater powers to get involved. If those don’t happen it loses steam. There’s nothing more to cover. From a reader’s point of view, and, to an extent, from a journalist’s, if there’s no possibility of accountability, what’s the point?
A scandal is not just bad things happening and then a dogged person finding out about them. It’s a more complex ecosystem of different players, different incentives, attention and excitement and the way these all interact with each other. In a way this is the heart of the autocracy and authoritarianism project: training everyone in society to know and expect that accountability or consequences are impossible and to get them to stop trying to get it.
By thoroughly corrupting the Justice Department, making it crystal clear that crimes or wrongdoing by anyone under the protection of the White House would never be investigated, Trump disrupted that process far more than people realize. It’s like a playwright who can introduce the main characters but isn’t allowed to proceed to the second act. The same applies to congressional investigations as well, or different public authorities at the state and local level. That’s been another benefit of Trump’s taking control of the legislative branch.
Obviously investigative journalism still happens. We’ve had a lot of really good investigative journalism over the last two years. But it operates very differently, with less attention and consequence.
We can see how this works or doesn’t in a common refrain we’ve heard over the last two years. Why isn’t the press covering XYZ? In almost every case they have covered it. That’s why you know about it in the first place. But the follow up is: but they let it drop. They need to keep talking about it.
But that’s the thing. There’s no ‘keep talking about it.’ You need a new thing to talk about. You need the story to progress or else it runs out of steam. Trump threw a wrench into that conveyor belt system and a lot of it just broke down.
The implications of November 3rd are huge for a lot of reasons. But they’re pretty big for this as well — not just accountability in a general sense but the way the political news press functions within an ecosystem of accountability. In the near term it’s only congressional oversight that will change, but that can impact the corrupt inattention of the DOJ as well. The results of the election itself also reminds people of the possibility and probability of accountability, the public’s hunger for it. All those things are getting the conveyor belt cranking back to life.
This is thefree, weekly edition of The Backchannel.
I’ve been going back and forth in my head about posts to write about the rapidly expanding scandal tied to NVIDIA CEO Jensen Huang and presumed Chinese spy Alice Huang (no relation). High-end processors, export controls, NVIDIA’s complex and bubbly investments in its customer companies … these are all highly technical topics where my knowledge is limited. (A parenthetical: I’m being immensely helped by email guidance from TPM readers in these fields, so keep those emails coming.) But I know a lot about the dynamics of political scandals. And if you do, you know that this one is very big because the essential elements are all visible from the beginning.
What are those essential elements?
There appears to be no serious question that Alice Huang was working on behalf of the Chinese government, working as a spy. We know her relationship with Jensen Huang was sexual; he has admitted that. We know that the president of the United States knew of this relationship and Alice Huang’s identity as a presumed spy for a year and took no action against Huang, either to press him to end the relationship, to distance himself from Huang, or anything else. (Unsurprisingly, reporting suggests that Trump didn’t want to do anything about it because NVIDIA’s commercial success was central to the AI boom propping up the whole U.S. economy.) We also know that Jensen Huang was successfully lobbying Trump to make it easier to sell NVIDIA chips to China — that’s what China wanted but it was also in the business interests of NVIDIA. Finally, a Commerce Department investigation into Alice Huang’s company, Megaspeed, was abruptly halted earlier this year and transferred to the Justice Department after what appeared to be an irregular intervention by NVIDIA’s general counsel. This report (paywall) from The Information last night finds that the relationship dates back to at least 2023 and that Huang’s company rapidly ascended to the ranks of NVIDIA’s highest tier of preferred customers. As The Information put it, “the two have built a rapport that facilitated the shipment of at least $7.5 billion worth of Nvidia chips through Chinese companies.”
Given all these data points, it seems very hard for me to see how Jensen Huang can come out of these various investigations unscathed even if there’s no major wrongdoing. The same applies to Trump — the reporting is crystal clear that he knew about this major security problem and did nothing. What makes this so potent as a scandal is that the key elements are all known. So reporters, politicians, everybody knows the overall story is bad. It’s just the details that remain unknown. That gives everyone huge incentives to keep digging and not let up.
To illustrate what I mean by all the elements being known in advance, we can imagine an alternative scenario where there’s a big spy plot but the targets of it didn’t know. Or perhaps there’s a big spy plot and the U.S. government had suspicions but they didn’t inform President Trump. So he’s off the hook. Or maybe because everything is so gutted in the executive branch no one who works export controls thought to investigate it. But they were investigating it. Those are the kinds of connections which make scandals explode or run dry. And they’re all confirmed in advance. It touches everyone.
There is one detail that is key but has not been discussed. It seems hard to imagine that U.S. intelligence wouldn’t have wanted to give Huang a defensive briefing. These are commonplace and involve no assumption of wrongdoing on the part of the person briefed. It’s U.S. intelligence telling some important U.S. person: Look, this person you’ve gotten to know and who is pursuing some kind of relationship with you — we think they’re a spy. I have seen no reporting that this took place. If it didn’t, I get it’s conceivable that Jensen Huang didn’t know that Alice Huang was a spy. But given how many people around or close to him knew, it’s very hard for me to imagine that the Times story from late October was the first he’d heard of it.
The other complexity to the story is that the interests of the Chinese government here lined up very well with the commercial interests of NVIDIA. In other words, we know that NVIDIA and Huang were lobbying Trump to loosen export controls and allow it to sell its most advanced chips to China. But of course they were. They’re trying to sell everywhere and they want their processor architecture to dominate the global market. We don’t have to assume any nefarious motive.
But it runs both ways. All this push is explainable in terms of NVIDIA’s commercial goals. But since Jensen Huang was involved in an extramarital affair with a Chinese spy and went to great lengths to give her company the highest levels of access to NVIDIA chips, all that lobbying has to fall under a cloud of suspicion because it’s impossible to know how much that relationship colored his perspective.
Add in the enticement of sex in the story, the mammoth implications for the U.S. economy, and this is like a wildfire just starting to burn out of control.
Second, Josh Kovensky speaks with Dennis Dahmer, whose father, Vernon Dahmer, a Black activist in Forrest County, was murdered by the KKK for his efforts to help his community vote. Dennis describes what a Scott Colom victory, secured by Black voters in the state and the backlash to the Supreme Court’s Callais decision, would mean for him.
For listeners and watchers of The TPM Show, because of the holiday the show will come out this week on Thursday rather than our regular Wednesday time slot.
There is a new paper by Raj Chetty, Jamie Fogel, Lawrence F. Katz, Kadeem Noray, Sonya Porter, and James Reisinger:
Modern program evaluation prioritizes evidence from randomized controlled trials (RCTs) because prior research found that observational estimates of program impacts often diverge substantially from experimental benchmarks. We revisit this finding — which was based on small survey datasets — in the era of large-scale administrative data. Using anonymized income tax records covering all American adults between 1999 and 2025, we estimate the effects of workforce training programs on earnings by using machine learning models to predict counterfactuals from rich data on prior work histories, demographics, and residential locations. Rather than testing whether our observational estimates are unbiased, we use 37 RCTs to estimate the distribution of their bias. We find that our machine learning estimates closely match the RCT estimates, with root mean squared error (RMSE) comparable to that of the RCTs themselves. Our method reduces RMSE by 60% relative to parametric estimators used in prior work because our larger samples and richer covariates permit more flexible, higher-dimensional models of the counterfactual. Applying our method to a broader set of sites and enrollment years beyond the experimental sample, we find that treatment effects on earnings vary substantially across locations and over time, even within a given program. Programs that place more participants into target-sector jobs generate the largest earnings gains, with impacts that persist even after participants leave their initial jobs. These findings provide guidance for improving job training programs and, more broadly, illustrate a scalable approach to program evaluation that uses observational data to construct experimentally validated “digital twins.”
Work of this sort is going to revolutionize economic method.
1. “We were discussing this today in office: future paper is 5 pages (what’s question, where is lit now very briefly, what do we do, what do we find), with all details left to a long appendix, hyperlinked, with rigorous AI review. We would read many more papers in that world! Agree?” Kevin Bryan.
If you’ve read the books and/or seen the trailer, you know Dune 3 is going to be a… bummer. But Timothée Chalamet belting out this chant has got me fired up to be depressed.
It’s hard to believe how lucrative this crime can be:
According to a press release from the United States attorney’s office for the southern district of New York, three men Jacob Soall, Sharon Hazan, and Guy Sheetrit were arrested for using AI to alter and impersonate the voices and images of executives and attorneys at various companies in order to convince employees to send over large payments. Soall and Hazan were arrested in Spain over the summer, while Sheetrit was arrested in the United Kingdom in September. The alleged fraud took place between 2024 and 2026.
With the help of AI, the men allegedly acted as a corporate executive, targeting employees of various companies and telling them they needed their help with sensitive financial transactions. They would then instruct the employees to get in touch with lawyers at a large international law firm. The men would then impersonate a lawyer at these firms and have the employees wire a large amount of money.
The men ultimately stole more than $129m from companies all over the world including in the US, according to the DoJ.
Always remember that there are three parts of AI security: security of AI, security with AI, and security from AI. This is the third.
Here's a study, recently published in PNAS, that tries to very indirectly infer the rate of illegal organ trafficking in China. It's sure to be controversial.
The
persistent shortage of human organs for transplantation has long been a
global challenge. The prospect of substantial profit creates strong
incentives for illegal organ trafficking, including murder for organ
harvesting, yet empirical evidence remains scarce. This study addresses
this gap by exploiting a unique quasi-natural experiment created by
China’s organ policy reform. From 1984 to 2014, executed prisoners were
the primary source of transplant organs in China. In 2015, the Chinese
government abolished the use of organs from executed prisoners, sharply
exacerbating the organ shortage. Following this policy change, the
number of missing persons rose notably nationwide. Employing
difference-in-differences and triple-difference strategies, we show
that, compared to cases unrelated to organ trafficking (e.g., voluntary
disappearances), the number and incidence of involuntary missing persons
plausibly related to organ trafficking increased significantly after
2015. The effects are especially pronounced among individuals with
mental illness and in regions with higher transplant demand and greater
transplant capacity. Although we do not directly observe organ
trafficking, the spatial, temporal, and demographic patterns we document
are consistent with the hypothesis that increased organ scarcity
intensified incentives for illicit organ procurement. More broadly, the
findings suggest that severe organ shortages may generate unintended and
highly harmful consequences, even in a low-crime setting such as China.
These results underscore the importance of accounting for behavioral
responses and illicit-market incentives when designing policies that
restrict the supply of scarce, high-value goods such as transplant
organs."
My last post was about how for the first time, I’m becoming bearish on China’s continued economic and technological outperformance. A number of people asked me whether I was similarly bearish about India. The answer is no — I’m actually more bullish on India than I have been in a while. In fact, I had been meaning to write a post about that, so this gives me a good opportunity to do so.
The reason I’m bullish on India and bearish on China is that we’re asking the two countries to do two different things. When we think of China’s future success, we think of whether it’ll eclipse the combined economies of the U.S. and its allies, seize the lead in artificial intelligence, reach Taiwan or Korea’s level of income, or dominate Asia. I’m increasingly skeptical about its ability to do all of those things. But India’s job right now is a lot simpler — it just has to escape poverty and become an upper middle income country. And this I think it can do.
In both GDP terms and in terms of the Human Development Index (which combines GDP with education and health), India is around where China was in the late 2000s.
It’s easy to forget, but in the 2000s, people still thought of China as a basically developing country — its cities choked with smog, its rural areas still mired in poverty, its economy driven by cheap labor and lax environmental protections, and so forth. The challenge now for India is to make the leap that China made in the 2010s — to build abundant high-quality roads, trains, housing, and energy, provide decent jobs and livelihoods to the majority of its people, and catch up to the frontier of technology.
A lot of people don’t seem to realize how good of a start India has made. For one thing, extreme poverty in India has mostly been conquered over the last two decades:
This is an incredible accomplishment — a full tenth of humanity saved from deprivation. And what’s remarkable is that — unlike China — India managed to do this incredible poverty reduction while also reducing inequality:
How did India manage this feat? The World Bank says that it was due to the two usual suspects — economic growth and redistribution:
Over the past decade, India has made remarkable progress in reducing poverty across both monetary and non-monetary dimensions, recording one of the fastest poverty declines in the world…This progress was mainly driven by strong consumption growth, rising employment, especially among women, and expanded social transfers, including food subsidies. [emphasis mine]
A strong welfare state is certainly important, but economic growth has to take the lion’s share of the credit here; without growth, there’s simply less of a pie to redistribute in the first place. And India’s growth has certainly been impressive. Ever since the pandemic, India has been growing faster than China:
Now, India isn’t growing as fast as China did when China was at $10,000 of per capita GDP. Back in the late 2000s and early 2010s, China was still growing at close to double-digit rates; it didn’t slow down to India’s current rate until 2014, at which point it was 40% richer than India is now. But 6.5% is still a very healthy growth rate — it represents almost a doubling of living standards every decade.
And Bloomberg expects Indian growth to accelerate even further, to 8% by the end of the decade. Neelkanth Mishra, the executive director of the World Bank, points out that because India’s recovery from the pandemic recession is still incomplete, there’s plenty of room for a growth acceleration.
You’d expect this kind of growth to transform every part of Indian society and culture, and this appears to be exactly what’s happening. Arjun Ramani has a great in-depth report from his travels across India, focusing on how economic development is changing life on the ground:
How is India producing this rapid growth? India is long past the point where you can tell a simple story about the country’s economic progress — manufacturing, finance, real estate, business services, IT, and a bunch of other sectors are all growing at once.
A programme of fiscal consolidation has cut the budget deficit from 9.2% of gdp in fiscal 2021 (when it was bloated by pandemic spending) towards a target of 4.4% for fiscal 2026. Excluding interest payments, the deficit will be only around 0.9% of gdp…With inflation under control, interest rates have been cut by 1.25 percentage points over the past year…
The decline in inflation is not just limited to food, points out Sonal Varma of Nomura, a bank. Earlier reforms, such as the creation of a digital-payments infrastructure, which made prices more transparent, as well as the RBI’s shift to an inflation-targeting regime in 2016, have helped reduce inflation expectations and are now paying off. The RBI has also built up its stock of foreign-exchange reserves. A banking sector clean-up and reforms to the bankruptcy code have kept the financial system stable…
The longer term looks even more promising, thanks to a vigorous reform effort…A long-mooted cut in the number of labour codes, from 29 to four, was enacted in November. A cap of 74% on foreign direct investment in the insurance industry has been lifted. Nuclear power has been opened up to the private sector. Financial-market regulation has been overhauled…The states have also pursued reforms. Allowing women to work after dark, for instance, means textile and electronics factories can stay open later.
I have to say, I’m skeptical of this story. Fiscal probity is well and good, but India’s long-term borrowing rates haven’t come down all that much:
A stable financial system is very good, but it’s not clear how that automatically accelerates growth. And most of the real structural reform The Economist mentions is in the future. It’s possible for businesses’ expectations of structural reform to drive growth, but as the article mentions, domestic private-sector investment isn’t really driving the boom. FDI is sluggish too (or at least was until this year).
One bright spot is government investment, which has increased by a factor of four since before the pandemic, in spite of the country’s falling debt levels:
The Indian government has been on a tremendous infrastructure-building boom — correcting one of the country’s notorious chronic deficiencies. Highway spending has increased by a factor of five over the last decade. Central government railway spending has risen eightfold.
This is boosting growth in the short term, but in the long term it’ll make both manufacturing and consumption a lot easier in India. It’s also changing the physical look and feel of the country, much as China’s own modernization did in the 2000s and 2010s (if not as rapidly). India is now building its own bullet trains:
I recently saw an example of a Japanese man who declared that he was impressed by how clean and quiet Indian subways were, compared to Japanese ones!
Another important factor in India’s growth story — and another long-standing deficiency that’s now beginning to be corrected — is the growth in Indian manufacturing.
The old story of India’s economy is that it had “leapfrogged” manufacturing and gone straight to services — call centers, business process outsourcing, software outsourcing, and the like. That concealed a quiet disappointment that India hadn’t managed to get on the same industrialization bus that has carried so many other countries out of poverty. But India’s current growth is very broad-based — manufacturing is growing right alongside services. The Economisthas some details:
Manufacturing output in August, the most recent figure available, was 9% higher than the year before, thanks in particular to surging production of cars and electronics…India’s rising manufacturing output…reflects its growing appeal as a place to make things. In dollar terms India’s electronics exports were up by 90% in August, year on year, with American-bound iPhones accounting for a large share of that.
Another encouraging sign is the breadth of India’s manufacturing growth. Whereas Bangladesh’s manufacturing boom last decade was powered mostly by the garment industry, India is making and exporting a bunch of different high-tech products:
The strength of India’s engineering exports lies partly in the diversity of its product segments. Automobiles remained the largest contributor in FY 2025–26, accounting for 21.9% of total engineering exports. Industrial machinery followed with an 18% share, while iron and steel products accounted for 16.9%…Electrical machinery contributed 12.5%, other engineering products 12.7%, and non-ferrous metals and products 11.6%.
And keep in mind, this is all in spite of China’s attempts to throttle Indian industrialization by denying them key technological exports and factory expertise. Competitive pressure from a more established economic power is not something China itself had to deal with, since the U.S. wholeheartedly supported China’s industrialization in the 1990s and 2000s.
Whether India’s growth boom can continue past the next couple of years is an open question. Private investment will have to rise, and probably FDI as well. India is also going to need to correct its bigger structural issues at some point — especially bad rural education, female underemployment, and incomplete urbanization.
But for now, India looks like a big economic success story — perhaps the brightest in the entire world right now. It’s less visible than China’s rapid rise two decades earlier, but it’ll be no less world-shaking when it happens. More people should be taking notice.
UK panel data, 1991-2019. Couples who support different parties separate more often. The effect is as strong as some other mismatches, like education. Disagreement over Brexit mattered even more than party preference.
It’s time to install an app! But here in 1986, we still call them “programs,� not apps. So, you’ll want to set aside some time to get started installing a program.
Since you have a Commodore 64, there are really only two options for getting new programs this month: COMPUTE!’s Gazette and RUN, and you have to hope that one of those magazines isn’t sold out at the book store. So let’s get going.
Go To The App Book Store
You will need to ask your mom if you can ride your bike to the mall. The dirt mall is closer, but the magazine stand at the dirt mall doesn’t carry any computer magazines, so you’ll need to take a longer ride to the good mall, where the book store actually has computer magazines. It’s a couple of miles to the mall, so usually you would have a friend come with you, but you called their house and nobody picked up, so today it’s a solo trip.
Only one book store carries computer magazines at this mall; the other one only carries magazines about “serious� topics, but they can order back issues of a magazine for you if you want, you just have to wait a few weeks and they’ll call you when it comes in.
The guy at the book store doesn’t know the difference between the different computer magazines, so you can’t ask him if they have the one you want in stock, and he’s probably not going to answer a kid anyway. So you just have to go through all the titles one by one, and hope nobody put a copy of People or Omni in front of it by accident.
There are no ratings, and no reviews of the programs themselves. The closest thing you get is the magazine’s own reviews of hardware — modems, mostly — and a cover that promises you the issue has the thing you want. This month’s cover has a “Buyer’s Guide To Modems� banner across the top.
Once you’ve got a copy of COMPUTE!’s Gazette and you’re checking out at the store, you can see that it’s three dollars for the magazine (about nine bucks in 2026 money). If you’re lucky enough to have a five dollar bill, you’ll still have two dollars left over after buying the magazine. That means you’ll have enough money to swing by the record store later and grab a 45 of one of the new singles, like Sheila E.’s “A Love Bizarre,� written by Prince, or The Bangles’ “Manic Monday,� written by Prince, or Prince and the Revolution’s “Kiss,� written by Prince.
Pick Your Program
Now it’s time to race home with the new magazine in hand. You’ll have to wait for everybody to get off of the TV that’s by the computer so you can switch it over to the channel the computer is on and get down to work.
Turn on the switch, and you’re at the blinking blue cursor where it says READY. while the screen is still warming up a bit.
When it comes to installing apps programs, it’s all about options, and this month, we’re spoiled: there are two! They’re both games: Survivor, an arena game where, “if you’re quick of mind, eye, and hand, you might outfox your opponent,� and Shifter. Truly, an embarrassment of riches. Since Survivor is the one on the cover, we’ll go with that one.
(Two or three programs a month is pretty typical. That’s… the app store.)
Type It In
Getting this program running is standard stuff — you just read the article on page 36 that describes the game, and then flip to pages 106 and 107 where there’s the code for a short BASIC loader, and then continue on to pages 107 and 108, where there are 345 rows of densely-packed listings consisting of 9 hexadecimal character pairs, all of which have to be typed in perfectly with zero errors or else your entire game will refuse to run.
A quick sample of the early part of your task looks like this:
After you’re done typing that page in, you’re about a quarter of the way done, assuming you didn’t make any mistakes.
Wait, what’s that? Where are you supposed to be typing these in? Simply type them into the MLX program where you… wait, what’s that? You don’t have the MLX utility that’s used to type in machine language code for games and programs listed in the magazine?
Oh, don’t worry, you’ll just need to type in the code for that program. There’s an article explaining what MLX is, which you can read really quickly on page 93, and then you’ll find the code for it on page 94. That one’s only 100 lines of code, so it should be easy enough to type in. And of course, you’ll know if you made any mistakes when typing, thanks to the Automatic Proofreader.
Wait, you don’t have the Automatic Proofreader program?
Well, no worries. It’s only another 31 lines of BASIC code, which you can find on page 97. (This one you have to type in perfectly on your own; there’s no proofreader for the proofreader.) Once you do that, you’re all set.
Now, you can just use the program that lets you enter the program to make your program. It should only take about half an hour to type in the code for the Automatic Proofreader, and maybe another hour or two for MLX. Let’s call it two hours total between them.
After that, Survivor is ~30 lines of BASIC plus ~350 lines of hex code, so… maybe six hours? But at least MLX will catch any typos as you go.
Once all of this is complete, be sure to save your work to a floppy disk so you don’t have to type it all in again! If all you have is a cassette deck and you’re saving to tape, it’s going to take probably 10–20 minutes of staring at a blank screen when you save, so set aside some time for that.
In total, it should only take you about 8 hours to have Survivor ready to play, plus however long it takes you to get to the mall, buy a magazine, and come back.
Ready To Play
(Click or tap to get started.)
[This is Survivor by Kevin Mykytyn and Mark Tuttle, from COMPUTE!’s Gazette, March 1986, running in the VICE emulator. The game loads and runs on its own, which takes a few seconds.]
Controls: the yellow player uses W/A/S/D to move and F to fire; the cyan player uses the arrow keys to move and Enter to fire.
Next Steps
The Download
Someday, rather than typing all of this in, you might be able to use your 300 baud modem to download already-created versions of these games and tools. You could dial a local BBS, if there’s one nearby. If you’re unlucky, the only one you can reach is a long-distance call, and you’ll be paying by the minute for as long as you’re connected. Or you could look for a local dial-up number for the Quantum Link online service (which will eventually evolve into America Online!).
Transfer times can range from tens of minutes to hours, and of course during those calls, you are tying up what’s usually the sole voice phone line for the household. Anyone picking up a phone handset in the house threatens to knock your connection offline, forcing you to start the whole process all over again.
Customization
Now that you’ve enjoyed your game of Survivor, there are some fun ways to customize your little computer and give it a personal touch.
Just for context, here’s a to-scale comparison of the screen resolution of your Commodore 64 to the dimensions of an iPhone Duo’s unfolded screen.
Hover over (or tap) the comparison to see a C64 prompt and an App Store icon at the same scale.
You can’t change the wallpaper on your Commodore 64, but you can easily change the background colors for both the center area of the screen and the border. All you have to do is manually assign the proper numeric color code to the correct memory register corresponding to the values of each of those settings.
Memory address 53281 will set the background color for the primary content area, and a color code of 1 sets a nice readable white background, so it only takes a simple POKE 53281,1 command at the prompt, and you’re all set. Similarly, POKE 53280,4 will make the border of the screen a nice bright purple color, and of course there are a full complement of 16 colors to choose from.
Naturally, none of this customization is stored anywhere permanent, and it will all be lost if you turn off your computer or run a program.
READY.
I hope you’ve enjoyed this brief overview of how to get one game running on your Commodore 64, and perhaps gained a little appreciation for how things have gotten a bit simpler over the years.
Also, I will be entertaining a motion to return to calling our software “programs� instead of apps once more. Perhaps we could use the term to distinguish the software that’s created by humans actually typing things in, as opposed to the kind that’s merely generated by machines?
It may look like merely the latest story of a wealthy, powerful man making an irresponsible decision. But below the surface, it is also a harbinger of the erosion of privacy today, as well as the acceleration of espionage and the increasing value of secrets. More time and resources are going to be devoted to uncovering secrets, with honeypotting only one part of a larger picture: more spying, more attempted honeypotting, more private surveillance, more attempts to record (and search, using AI) conversations, more hacks of phones and computers, and more attempts to use AI to figure out the details of people’s lives and plans. Life is going to feel much more cloak-and-dagger, especially for the wealthy and influential…
The wealthy and influential are likely to take ever-greater care to minimize public scrutiny, protect their digital privacy, prevent journalists from going through their trash, and travel incognito, and their language in (supposedly) private conversations will have to be more guarded as well. We now live in an era where NDAs for hookups and even dinner dates are a thing.
Worth a ponder, as in the pending world secrets will be more valuable than before. The super-wealthy and their companies can be decisive actors, there are more prediction markets than before, and AI is equalizing the value of high-quality but publicly available information.
The US military is taking a new approach to prop up commercial launch companies as SpaceX looks to wind down its Falcon rocket program, suggesting defense officials see the workhorse rocket's retirement as a potential national security risk.
The Pentagon's Office of Strategic Capital has twice in the last two weeks announced it was sending cash to two of SpaceX's competitors in the launch business. First, on October 26, the office announced a $150 million conditional loan commitment to Stoke Space. Military officials revealed a second $150 million Pentagon loan Tuesday for Rocket Lab.
Stoke Space and Rocket Lab are the first two launch companies to receive significant support from the Office of Strategic Capital (OSC), an organization established in 2022 to infuse companies developing "vital" national security technologies with capital. OSC has been on a loan spree in recent weeks, committing hundreds of millions of dollars to companies specializing in batteries, drones, and semiconductors. In the space sector, the office also provided a $150 million loan to LeoLabs, a commercial satellite tracking company, for production and deployment of radar units.
Created by Claude with light editing by Tim O’Reilly
Raffi Krikorian, Mozilla’s CTO, joined Tim O’Reilly at our recent AI Codecon to talk about open source AI. Mozilla, of course, is the nonprofit that helped to define the open source revolution back in the late 1990s. Though its Firefox web browser was superseded as the market leader by Google Chrome, it played an essential role, along with Apache and the World Wide Web Consortium, in establishing the open standards of the web and keeping it from being dominated and enclosed by Microsoft, the dominant tech platform of that time. Now, Mozilla is one of the leading voices working to build an open, standards-based AI ecosystem.
Tim has long appreciated Raffi’s thoughtful, human-centered approach to technology. Raffi writes a newsletter called Owners Not Renters, whose message can be summed up by his statement that he doesn’t want a future with seven AGIs. He wants one with seven billion. He wants each of us to have an AI that we can trust with our secrets and that will look out for our interests, not an AI that’s optimized for the business model of its creators. In the early days of the web, we called the browser a user agent for a reason, Raffi said. It was on your side. It let you render pages however you wanted, managed your privacy and your cookies, and did its best to protect you from those who wanted to take advantage of web users. We need the same thing in the age of AI.
Raffi cited a paper in which researchers tested whether AI assistants could be trained to favor a company’s commercial interests over user welfare. In simulated flight-booking requests, 18 of 23 models recommended a more expensive sponsored option over a cheaper one more than half the time. It’s a hypothetical choice that we’ve seen play out time and time again, in industry after industry.
Open source AI is a big part of what it will take to get to Raffi’s vision. But sovereign AI loyal to each individual needs more than open source models alone. Raffi’s list of what has to be built around the model starts with memory, a place where your private data can live. It includes tool calling, so an agent can make a purchase or book a doctor’s appointment for you, the runtime environment where all of that runs, and the rules for how his agent talks to those working on behalf of others. It needs a harness. “That’s where evaluations happen. Guardrails happen, execution loops happen, tool calling happens, memory,” he explained. “All of that stuff is an opportunity, in my mind, of things that open source developers can be building.”
People hear the word “harness” and conclude that we need an open source version of whatever the proprietary labs are building. Tim asked Raffi whether a user-centered harness might do different things than those offered by the big labs. He agreed. The whole point of open source is for people to “scratch their own itch.” The ability to innovate without permission is the heart of the open source promise.
As a result, Mozilla wants to build a starting point. It aims to help the community define what an open memory protocol, a storage protocol, or authenticated tool calling with the right guardrails ought to look like. As Raffi noted, “Once we could define what those open standards look like, then a whole plethora of people can start playing and be interoperable. It’s basically. . .the internet all over again. We can build trillions of dollars of market cap on top of open protocols.”
Ease of use is still lacking, though. Mozilla’s 2026 State of Open Source AI report says open models are now within about 3% of the frontier, yet they don’t make it into production at the same rate as closed models. When Tim asked why, Raffi explained that open source is easy to release but hard to deploy. Developers still have to figure out hosting, provisioning, guardrails, and memory. With OpenAI’s or Anthropic’s API, you just hand over a credit card. What’s missing, he said, is the equivalent of a double-click installer for getting open source AI running inside an organization. But the companies that do the work to adopt open source AI are seeing big savings because open models are already good enough for most use cases. As Raffi put it, “You don’t need a Ferrari to manage your calendar.”
Raffi’s own daily agentic helper is Hermes running on GLM. He expects that Apple, Microsoft, or someone else will make this kind of agent into a consumer product in a couple of years, and that his mom will end up using it. For now, he said, we’re on the wrong part of the innovation curve, where you have to know how to code to get any of this working.
Tim disagreed. The industry goes through periods that are exciting for developers, creators, inventors, and companies trying to invent the future, and then it gets boring and a few big companies dominate it. We’re in the exciting part, he argued, before everything shakes out. As Raffi riffed, this is when we get to formalize what that future should look like.
The Clothesline Paradox
Tim wasn’t sure that we’ll need a commercially supported version of the kind of “roll your own” agentic rigs now favored by independent developers. After all, neither desktop Linux nor OpenOffice turned out to matter anything like as much as open source developers of the time expected. Instead, open source became the foundation layer for a new generation of web-based applications. It’s hidden way down in the guts of Google, Amazon, Meta, and countless other applications we rely on today.
This is already beginning to happen again with AI. The Mozilla report says that as much as a third of real-world usage is already on open models, although only 4% of model-layer revenue made its way to the open source ecosystem. Tim called the discrepancy a feature rather than a bug, and Raffi agreed that the stat is misleading. As Tim pointed out, many of the most important technologies “create more value than they capture,” and he used Steve Baer’s concept “The Clothesline Paradox,” from a 1975 article in Stewart Brand’s CoEvolution Quarterly, to explain why we’re good at measuring value capture but not so good at measuring value creation.
Baer pointed out that if you put your clothes in the dryer, the energy you use is measured and counted, but if you hang them on the clothesline to be dried by the sun, the energy saved disappears from our accounting. This argument resonated with Tim in the early days of his open source advocacy. As he noted, it’s always bothered him that nobody seemed to recognize that open source software didn’t “win” in the same way as proprietary software. It won by becoming the foundation everyone else builds on.
AI should be thought of as infrastructure
Raffi’s comment that we’ve made a category error by treating AI as a product fits right in with this line of thinking. If an AI company goes out of business, its product disappears. If it changes its business model, it may yank features you depend on. It’s not just individuals who need sovereign AI. Countries are passing laws about where data can be processed and how it moves in and out, and some of those requirements may not be compatible with the way the big labs plan to monetize their technology. What those countries are asking for is infrastructure. A road outlasts the contractor who built it. Raffi thinks open, downloadable models are the only way to provide long-lasting foundational infrastructure.
According to OpenRouter stats, Chinese models now supply more routed tokens than American ones. Tim asked whether we should worry about that. Raffi said the problem isn’t China but market concentration. The leading open models are from China. The leading closed models are all American. Access to either can be cut off by an executive order. We saw a version of that in June, when Anthropic temporarily suspended access to its Fable models to comply with export controls. It’s a problem that both the leading proprietary models and the leading open-weight models are each concentrated in a single country.
Diversity is one foundation of resilience. Raffi argues, for instance, that hospitals should all download a local model as a backup. None of us would run an important computer without an uninterruptible power supply, so why would a hospital doing triage with AI rely on a single intelligence provider? There are a lot of possible rug pulls. The government could restrict open source or restrict the frontier models. Having a backup plan is a good idea.
Safety is also part of the foundation. During the Q&A, an audience member asked about the recent sandbox escapes at OpenAI and Anthropic. Raffi joked that the best part was watching everyone try to one-up each other with accounts of how powerful and hard to control their models are. But he agreed that guardrails are actually a hard problem. Keeping personally identifiable information from leaking out through an LLM call means looking for much more than Social Security numbers. Eventually we’ll have models defending models, but the foundational frameworks for guardrails aren’t good enough yet. (NVIDIA’s safety platform announcement, released after Raffi and Tim’s conversation, suggests that better guardrails need to be implemented outside the model.)
In conclusion
Tim opened AI Codecon by noting that open and closed systems have always coexisted, and that the idea that one of them will win is a mistake. Closed systems, like Apple’s, Google’s, OpenAI’s, and Anthropic’s, can optimize for ordinary people and deliver value to billions. Open systems are better for innovation and sovereignty, and for pushing technology into new countries and new markets.
Raffi closed the conversation by observing that a well-tuned harness can improve model performance by as much as 20% on some coding tasks. You don’t have to be a machine learning engineer to make a difference at that layer.