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This is what “weak and wrong” looks like

South Carolina Senate candidate Annie Andrews, managing to be both cowardly and strategically foolish

Montana’s 1st congressional district is a pretty conservative place; Donald Trump won there in 2024 by 11 points, and it is currently represented by Ryan Zinke, who resigned in disgrace from his job as Interior Secretary in Trump’s first term and somehow got sent back to Congress. Zinke is retiring, and you might expect that the Democratic nominee, Sam Forstag, would be one of those Democrats responding to endless attacks from Republicans on trans rights by echoing Republican language and adopting Republican positions.

But nope:

“Everybody in Montana deserves to live the life of dignity that is protected in our state constitution,” he says, adding that “Government has no business sticking its nose into our personal lives” and explaining that the question of who gets to play what sports can be handled by sports leagues. Forstag’s race against a local right-wing radio host looks like a dead heat.

But notice something else about Forstag’s response: It’s calm and confident, the answer of a candidate who knows what he believes and knows he’s in the right.

I wish I could say that Forstag’s way of responding to all the “He wants men in women’s sports!” and “He’s for they/them!” attacks is a model all Democrats are following this year. Unfortunately, there has been a virus of cowardice spreading through the party, as multiple candidates respond by essentially saying “Nuh-uh, I hate trans people too, especially trans kids!”

Senate candidate James Talarico, who had been a strong advocate for trans rights, said “I oppose trans athletes playing in girls sports if it endangers safety or fairness,” a pretty obvious attempt to thread a needle between what he believes and what he thinks the polls dictate. Amy Acton, the Democratic gubernatorial nominee in Ohio, said “I do not support boys playing in girls sports,” which of course accepts the idea that trans girls are actually boys.

Alaska Senate candidate Mary Peltola put up an ad saying “No, I don’t want kids getting surgeries to change genders, or men in girls’ bathrooms.” Notice the juxtaposition of men and girls, as though grown men are going to be stalking the girls’ bathrooms of your local elementary school unless we pass anti-trans laws — a common bit of right-wing demagoguery. “As someone that spent a lot of my life in high-level sports, I don’t believe that biological males should compete against females in sports,” says Iowa Senate candidate Josh Turek. South Carolina Senate candidate Annie Andrews, a doctor who had supported trans rights in the past, put up an ad saying “I don’t support biological men playing women’s sports and I don’t support — and haven’t ever performed — gender surgery for minors.”

Perhaps the most emphatic was Rep. Marcy Kaptur in Ohio, who seems determined to close out her long career in the most ignominious way possible. She aired an ad saying “I voted with Republicans to keep transgender ideology out of our schools, because parents know what’s best for their kids. And boys should not play in girls’ sports.”

I’m sure these candidates convinced themselves that they have no choice; if they don’t do a little trans-bashing, they might lose. But it’s one thing to campaign in a repugnant way because you think it’s the only way to win, and if you do win you’ll be able to do lots of good things and the moral scales will rebalance in your favor. It’s another thing to make decisions that are both despicable and tactically stupid.

This is all based on a false premise

Every article about this wave of “Please don’t be mad at me, I hate trans kids too!” statements notes that Republicans poured huge amounts of money into advertising against Kamala Harris hitting her on support for trans rights, with the tag line “Kamala is for they/them. Trump is for you.” Everyone knows those ads were stunningly effective, right?

But in fact, nobody knows that, because there is almost no empirical evidence that they were. Go ahead and look for the studies, analyses of vote patterns in media markets where the ads did and didn’t air, or any genuine evidence that the ads were decisive. Guess what: There is none. There’s one randomized experiment that showed the ads had a small but significant negative effect on acceptance of trans people, but no effect on vote choice, and a New York Times article right after the election cited research conducted by a Harris super PAC showing that the ad moved voters in their testing. Yet Harris actually performed better in places where the campaigns were advertising heavily than in the rest of the country, which suggests that while you can get people to react one way in a lab setting, that doesn’t mean that in the real-world context of a complex campaign it will make a difference. To repeat, there’s no actual evidence that Trump’s ads affected the outcome in 2024.

Nevertheless, the belief that those ads were lethal to Harris’ campaign is almost universal among journalists, commentators, and political professionals. Trump spent a lot of money on those ads, and he wound up winning the election, so that must mean he won the election because of those ads. So when Republicans scapegoat trans kids, Democrats need to run for cover.

We got a test of that theory in the two gubernatorial races that took place last year. In Virginia, Republican gubernatorial nominee Winsome Earle-Sears based her entire campaign on advocating for discrimination against trans people, spending millions of dollars on ads attacking Abigail Spanberger on the issue, even using the same “She’s for they/them” slogan. Spanberger didn’t relent or equivocate, instead attacking Earle-Sears right back — and won by 15 points, the largest blowout in a governor’s race in the state in 16 years. The same thing happened in New Jersey, where Mikie Sherrill was attacked relentlessly on trans rights, didn’t back down, and won by 14 points.

What those examples show is that how a candidate handles this issue tells voters as much or more than exactly what position they outline, especially since the issue affects almost no average voter’s life (in the Supreme Court case that upheld West Virginia’s trans sports ban, the plaintiff was literally the only trans girl in the whole state playing school sports).

Bill Clinton famously said that “strong and wrong” beats “weak and right” every time, but too many Democrats have decided to be both weak and wrong. When you do that, voters are unlikely to give you credit even if you’re trying to agree with them. As copious data has shown, the Democratic Party’s central problem isn’t that voters think they’re extreme, it’s that voters think they’re weak.

That’s because much of the time, they are. They can start fixing that by attacking. Because the press lets Republicans set their agenda for them, Democratic candidates are going to get asked about this a lot, even if they don’t decide to run ads about it. They should never answer a question about it without turning it into an attack on their opponents.

For instance, Sherrod Brown in Ohio has gone after Republicans for focusing on trans rights rather than the economy (“With everything going on, that’s what they’re talking about?” says a woman in one of his ads), but that’s a mild version of what I’d really like to see. There’s plenty of room to hit harder; for instance, Democrats could say “I’m trying to tackle the cost of living, while my opponent wants to give genital inspections to school girls to verify their gender. Let’s keep Republican perverts like him out of girls’ locker rooms, and work on solving the real problems we face.”

We’ve already seen a torrent of bigotry in this campaign, and it’s only going to get worse: Elon Musk, whose venomous hatred of trans people seems to come from the fact that he has a trans daughter who has rejected him (he says she was “killed by the woke mind virus”), has already dropped $100 million on anti-trans ads in support of Republican candidates. Now he is pouring hundreds of millions more into the campaign (his total spending is now estimated at $366 million), much of which will go toward trying to gin up fear and hatred of trans people.

While Democrats are trying to locate their spines, they need to remember that all the evidence suggests that these attacks aren’t working. Democrats are leading everywhere, including in red states and districts that seemed out of reach just a few months ago. Even if polls show most people will say they don’t want trans kids playing sports, that doesn’t mean that a candidate who is attacked on the issue will be hurt by it, especially when the campaign is being utterly dominated by economic worries and voters rank gender identity issues at or near the bottom of their list of concerns.

That means that Democrats have the opportunity to win by being strong and right. If only they have the guts to do it.

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Rocket Report: FAA eyes more Starbase traffic; India's Skyroot snares US customer

Welcome to Edition 9.15 of the Rocket Report! The launch I'm most looking forward to in the next few weeks is that of Japan's Martian Moons Exploration (MMX) mission. MMX is one of the marquee space science missions launching this year, and it's set to leave Earth as soon as Monday (US time) aboard a Japanese H3 rocket. The spacecraft will visit Phobos and Deimos, the two asteroid-like moons of Mars, deploying a rover and collecting specimens for return to Earth in 2031. Exploration at its finest.

As always, we welcome reader submissions, and if you don't want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets as well as a quick look ahead at the next three launches on the calendar.

Reflect Orbital looks to India for launch capacity. California-based Reflect Orbital, the startup attempting to offer sunlight on-demand with in-space mirrors, announced the purchase of two launches Wednesday from Indian launcher Skyroot Aerospace, Payload Space reports. One of the launches will use Skyroot's Vikram-1 rocket, which became the first privately developed Indian rocket to reach orbit in July. The other will fly on an upgraded rocket called the Vikram-1U.

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Neutron's first launch slips again amid trouble with carbon composites

Rocket Lab announced Wednesday that its Neutron launch vehicle won't fly until 2027, citing an issue discovered during manufacturing of the rocket's carbon composite structures.

The announcement was public confirmation of what nearly everyone inside Rocket Lab and the wider space industry already knew. The most recent official update from Rocket Lab in August suggested the company still held hope of delivering the first Neutron rocket to its launch pad at Wallops Island, Virginia, before the end of this year, a schedule that would have almost certainly pushed the first flight into 2027.

But Rocket Lab's statement Wednesday about Neutron's schedule suggests the company is still struggling with manufacturing the rocket's large booster stage. Neutron's reusable first stage is made of carbon composite structures, which offer low weight, high strength, and corrosion resistance. But carbon composites in aerospace are generally harder to manufacture than metallic structures.

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How successfully have military measures limited the supply of cocaine?

 There are two ways of measuring the success of military measures to limit the supply of cocaine.  There's the military measure of how many people are killed and how much cocaine is confiscated. And there's the economic measure of how much cocaine is available to consumers, at what price and quality.

The WSJ has the story (of plunging prices and rising quality):

Why U.S. Airstrikes Are Failing to Stop the Global Cocaine Boom
Smugglers are shifting routes and using new tactics to evade military targeting, resulting in record supplies, plunging prices and high purity in the U.S. and Europe 
  by Juan Forero
 |
"BUENAVENTURA, Colombia—The Trump administration’s bombing campaign against cocaine-smuggling speedboats is starting to have an impact on the global drug trade—but not necessarily in a good way.

...

"Record supplies of cocaine still arrive in the U.S., Europe and as far away as Australia every day, cheaper and purer than they’ve been in decades, said law-enforcement officials across four continents. 

"President Trump has celebrated the airstrikes, noting his administration has “made tremendous strides in stopping the flow of illegal drugs into our country.” In the past 13 months, American military drones and aircraft have destroyed more than 70 vessels, killing nearly 240 crew members and depriving criminal groups of $1.5 billion in cocaine, according to U.S. officials. 

“The drugs coming in by sea are down by 97%,” Trump said in June. “We’re trying to figure out who the 3% are,
because they are the bravest people on earth.”

...

"The scale of the trade is evident on the streets of drug-consuming countries, where supply is outstripping demand to the point that prices are plunging. In Miami, wholesale cocaine sold for about $16,500 a kilogram this summer, well below the historical $22,000 to $25,000 range. Similarly, European prices have plummeted from $45,000 to as low as $16,000 a kilogram in some cities. 

"In both markets, purity remains remarkably high, sometimes hitting 98% in Europe, because dealers no longer need to stretch supplies with adulterants. "


 

Momentum Demonstration

"I'm doing really well on the Hertzsprung-Russell academic diagram, which has spectral class on one axis and Rate My Professors rating on the other."

Atlantic Tropical Weather Outlook


Atlantic 2-Day Graphical Outlook Image
Atlantic 7-Day Graphical Outlook Image


000
ABNT20 KNHC 161136
TWOAT

Tropical Weather Outlook
NWS National Hurricane Center Miami FL
800 AM EDT Fri Oct 16 2026

For the North Atlantic...Caribbean Sea and the Gulf of America:

Tropical cyclone formation is not expected during the next 7 days.

$$
Forecaster Beven


Eastern Pacific Tropical Weather Outlook


Eastern North Pacific 2-Day Graphical Outlook Image
Eastern North Pacific 7-Day Graphical Outlook Image


000
ABPZ20 KNHC 161133
TWOEP

Tropical Weather Outlook
NWS National Hurricane Center Miami FL
500 AM PDT Fri Oct 16 2026

For the eastern and central North Pacific east of 180 longitude:

Active Systems:
The National Hurricane Center is issuing advisories on Tropical
Storm Simon, located a few hundred miles south-southeast of the
southern tip of the Baja California Peninsula, and on Hurricane
Trudy, located a few hundred miles southwest of Acapulco, Mexico.

South of Southern Mexico:
An area of low pressure is forecast to form offshore of southern
Mexico during the early to middle part of next week. Environmental
conditions appear conducive for gradual development thereafter, and
a tropical depression could form during the latter half of next week
while it moves generally westward to west-northwestward over the
eastern and central portions of the East Pacific.
* Formation chance through 48 hours...low...near 0 percent.
* Formation chance through 7 days...medium...60 percent.

$$
Forecaster Adams


India has more Restrictive Labor Law than Germany

In Premature Imitation and India’s Flailing State, Shruti Rajagopalan and I discuss how India has essentially all of the laws of a developed country but at much lower state capacity–this mismatch creates what we call premature imitation, with a host of negative consequences. What is even more amazing, however, is when a country like India regulates beyond most developed countries. Anand, Chandra, and Pradeep provide a case in point at Prosperity Insights–India regulates labor hours more than Germany.

Germany and India share an 8 hour standard working day but India requires any overtime to be paid at twice the regular rate–most developed countries are at 1.5 and a few have no statutory cap at all. In fact, Germany has no statutory overtime rate–it can vary depending on bargaining. Germany is also more flexible than India on the number of overtime hours. India has a cap of 144 overtime hours a quarter. Technically, Germany doesn’t regulate overtime hours but it does cap total hours at 10 a day and 48 a week on average. The average is crucial. In Germany overtime hours can be moved between weeks within a 6 month period while India regulates each week. In other words, long weeks in Germany are legal as long as short weeks offset them before the period ends–while in India each week has a cap. The weekly cap and the double overtime pay make it very costly and difficult to meet rush or large seasonal orders.

Consider a hypothetical 500-worker electronics factory, working a single shift, in each of the 16 countries studied. Ahead of a September iPhone launch, each factory receives an order for 10,000 devices to be completed in three months.

Say the factories are identical in productivity, wages and technology; only the rules on working hours differ. How fast and at what labour cost would the Indian factory deliver compared to elsewhere?

The results are stark.

The factory in India cannot match the pace of its global peers. It takes 13.7 weeks to complete the 10,000-iPhone order, 23% longer than the fastest factory…The Indian factory falls behind because it cannot keep the same pace throughout the production cycle. Without the option to rearrange regular hours, the only way to go faster is overtime…The Indian factory cannot compete on cost either. To complete the iPhone order, it pays for 49.3 labour-hours per unit, at least 18% more than factories at the cost frontier. India’s unit cost is high because 144 of the 800 production hours per worker are paid as overtime at 2x the regular wage, pushing paid labour to 985 hours for 800 hours of output.

…The combination of slow delivery and high cost makes India an unattractive manufacturing destination.

Amazingly, on an equal-wage basis producing iPhones in Germany is actually cheaper and faster than in India! Of course, wages are not equal but neither is productivity–the key point is that the chart isolates the cost of India’s regulatory inflexibility.

Returning to premature imitation, it won’t surprise you that many firms and workers in India evade the overtime rules and come to their own understandings but this applies mostly to small Indian firms and not the Foxconns and big international firms that India wants to attract but which must obey the laws as written.

Hat tip: Paul Novosad.

The post India has more Restrictive Labor Law than Germany appeared first on Marginal REVOLUTION.

      

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How to be a (Roman) man

Side view of a marble bust of an elderly man with a stern expression on a dark background.

Cicero’s ideal of manly virtue stressed the performance of self-control and bravery, not boastful egotism and domination

- by Catharine Edwards

Read on Aeon

On Bergman’s *Persona*

I first saw Ingmar Bergman’s Persona, his stone-cold classic of 1965, as a teenager, and God knows how many times I have seen it since. It has the greatest opening sequence in cinema: a percussive, rapid-fire montage that can never be wholly accommodated or understood. The film’s story is, however, a simple one (even if its Jungian resonances are deep and complex). A celebrated actress, Elisabeth Vogler (one of Liv Ullmann’s defining roles), is struck dumb, having dried up in the middle of a performance of Electra. Three months later, still speechless, she is granted a nurse, Alma (Bibi Andersson), who, fearing silence, cannot stop talking to and at her patient. Elisabeth becomes the audience, Alma the performer, and the two personalities intertwine against a biblical monochrome landscape of sand, rock and water. More than 60 years on, it remains inexhaustible, never to be entirely absorbed, intimate, stark and utterly compelling.

Here is more from Paul Lay.

The post On Bergman’s *Persona* appeared first on Marginal REVOLUTION.

       

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Garrett Dwyer of the Aliso Viejo City Council is a shit liar.

When I was a kid, I used to steal Fudgsicles from our garage freezer and eat them behind a big bush on the side of the house.

My mother was quickly on to me.

“Did you eat a Fudgsicle?” she’d ask.

Um, no.

“So why did I find a wrapper behind the big bush again?”

Silence.

“Alongside a bunch of your baseball cards.”

Glub.

Some variation of this repeated itself endless times. And the reason is quite simple: At age 10, I loved Fudgsicles and I was a shit liar.

Mom knew it.

•••

That was, oh, around 1982.

Here, 44 years later, Garrett Dwyer of the Aliso Viejo City Council is a shit liar—and we all know it.

In case you missed it (and you likely did), somewhat recently Dwyer was dressed down at the latest Aliso Viejo City Council meeting. The man bringing the heat is Sebastian Walter Young, a political future star (if he wants to be) who lives locally and attends a ton of meetings and arrived with a big ol’ bag of receipts.

Just watch, and enjoy …

Now, you might be thinking, “Surely, the kid at the podium misunderstands.” Right? I mean, why would Garrett Dwyer—in the heat of a re-election campaign—lie about being a part of new bike lanes?

Answer: I have no idea—but Dwyer is, factually, lying. Hell, Garrett, who was appointed to the council one year ago as a replacement for Richard Hurt, couldn’t be involved in the big bike lane improvement project—BECAUSE ALISO VIEJO HASN’T added NEW BIKE LANES IN MORE THAN A DECADE.

I repeat: He joined America’s hottest hip-hop crew and boasted about improvements that literally don’t exist.

I offer you a list of 10 people who had as much to do with the invisible new bike lanes as Garrett Dwyer:

• Your shoe.

• Former Menudo member Draco Rosa.

• Rabbi Eric Abbott of the Bethesda Jewish Congregation.

• Jim Beswick, who played in 17 games for the 1978 San Diego Padres.

• Former Vice President Schuyler Colfax.

• Max, the golden retriever who lived across the street from me when I was a kid.

• Katie Couric.

• The ham sandwich on your desk as you read this.

• Andrew Cathy, Chick-fil-A’s CEO.

• Malcolm X’s wife, Betty.

Craps, here’s what makes the bullshit even worse. Garrett is also taking credit for Aliso Viejo’s reduced speed limits—when he was 100-percent against the change.

And it’s like, bruh, you know these meetings are recorded, right? You know people chronicle the goings-on of local government, yes? You know that—while your MAGA king Trump is a professional liar who has gone all Jonestown on his warped, hypnotized supporters—you’re just a local mortgage broker named Garrett?

•••

I understand that we’re conditioned to the idea that all political figures lie, and it’s probably because, well, all political figures seem to lie.

But, truth be told, they don’t. Not here. Not on a local level. Not on this small of a stage.

So, please, vote for Marie Tsaasan in District 3.

When she wins, I’ll hook y’all up with Fudgsicles.

If I have any left.

Politics Chat, October 15, 2026

Watch today’s live recording here.

Listen on Apple Podcasts
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Get full, free access to Letters from an American here.

You can also find Heather:
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Taking Authoritarianism Out For a Spin

To read this letter, click here:

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How to Train Your Robot

The enormous advance in AI capabilities over the last several years has in large part been driven by the availability of vast amounts of training data. Gwern’s influential 2020 essay “The Scaling Hypothesis,” written after the release of GPT-3, argues that recent advances in AI have been the result of scale: bigger models, bigger datasets, and more compute spent training them. Gwern writes:

The scaling hypothesis regards the blessings of scale as the secret of AGI: intelligence is ‘just’ simple neural units & learning algorithms applied to diverse experiences at a (currently) unreachable scale. As increasing computational resources permit running such algorithms at the necessary scale, the neural networks will get ever more intelligent.

Likewise, pseudonymous AI researcher Nostalgebraist wrote in 2024 that “the entire current landscape dates back to the realization that ML models improve steadily and predictably as you train them on more data. And that everything since then consists of training bigger models on larger datasets, enabled by years of rapid improvement in hardware.” Epoch AI found that since the early 2010s, the size of training datasets for AI language models has doubled about every six months. The biggest AI models today are trained on tens of trillions of tokens.

As more and more effort gets devoted to applying modern AI to robotics, an important question is “where will the training data come from?” Language models could be trained on huge existing corpuses of text. GPT-3, for instance, was trained on about 300 billion tokens’ worth of data scraped from the internet. In 2024 Epoch AI estimated the total existing stock of quality, accessible text data is around 300 trillion tokens. But there’s no equivalent stock of good, public robot training data. Figuring out where the data for robotics will come from and how much of it we’ll need has become a key problem for the field.

What is robot training data?

Training an AI model, whether it’s an LLM or a model used for controlling robots, fundamentally requires lots and lots of examples of something being done correctly (or enough knowledge of what a correct action looks like that you can score an attempt). You feed a model some set of inputs, you compare the model’s output to the actual, correct output, and you use the difference between the two to modify the parameters of the model to reduce this difference via some flavor of gradient descent. (We went into this process in some depth earlier this month.)

With text, a training example can be just an existing chunk of text; you take the chunk, feed the model part of it, and have the model predict what comes next in the sequence. One chunk of text can thus generate many training examples by feeding the model different portions of the text.

Via Opus 5.5

To train a robot, an example is typically some sort of recording of a task being accomplished or attempted. There are a variety of different methods used to create these recordings and turn them into training data.

Historically, one of the most common methods for creating these recordings is called “teleoperation.” With teleoperation, a person manipulates some controls that are directly connected to a robot, and uses them to move a robot through some particular task (folding a shirt, picking up and moving objects, and so on). The image below, for instance, shows a person teleoperating a pair of robot arms, using them to pour water from a pitcher into a glass.

As the person performs the task, data of the robot’s state is recorded, along with images from cameras that are recording the task (often mounted to the robot itself), which are combined to create a training example. An example might consist of feeding a model some data on the robot’s state and what the cameras can see at some particular point in the sequence. The model will try to predict what the next robot actions are (in the form of something like joint angles), and then compare that to what the actual actions were. This sort of training strategy, using examples generated by an expert (a human) and then training a model to mimic them, is known as behavioral cloning, and it’s part of the broader category of “imitation learning.”

Via Opus 5.5.

The major benefit of this method is that the data it generates very closely matches the robot’s actual movement capabilities, because it’s produced from the actual robot you want to train, and it remains widely used today. You sometimes see videos or pictures from huge data collection factories, filled with people doing nothing but teleoperating robots to complete various tasks, and you sometimes see teleoperation accidents when the person forgets that they’re controlling the robot and suddenly moves in a way that the robot can’t handle.

But teleoperation has drawbacks. The biggest one is probably expense: to get the data, you need to have an actual robot, along with a person to sit there and manipulate it, which makes it hard to scale this method to produce very large amounts of data. Another drawback is that it’s somewhat clunky for a person to control a robot this way; they often can’t get any sort of tactile feedback from the object being manipulated to guide their motions, so this won’t necessarily produce really good data on dexterous manipulation. The clunkiness can also make it hard to collect good teleoperation data, and as I understand it, only a fraction of total teleoperation data collected ends up being useful for training.

It’s also possible to generate training data using an existing robot by having it move around on its own, recording its actions, and using some sort of system to categorize these behavioral sequences as successful or not. This sort of strategy, where the robot moves autonomously and you score its actions in some way, is known as “reinforcement learning.” Google was doing something like this around 2016 with an “arm farm”: a series of robot arms moving autonomously, with success scored by whether an arm picked up or grasped an object or not.

This sort of arm farm doesn’t seem to be widely used today, but using real-world deployed robots will probably eventually be the largest source of robot training data. You often hear robotics folks talk about the need for a “data flywheel,” where you have robots deployed in the real world, you use the data from them to train even better models, resulting in more robot deployments, resulting in better models, and so on.

Robotic AI company Physical Intelligence, for instance, is experimenting with this sort of “deploy a robot to do real work, and use it to gather data to improve the model” proto-flywheel at a chocolate factory near its offices. But while this might work eventually, right now there’s a very small number of AI-controlled robots doing anything resembling real work. Real-world data also tends to be extremely repetitive — robots doing the same task over and over again in very similar conditions — which makes it much less useful for training. So for now most data needs to come from other sources.

Another very common strategy for generating robotic training data is simulation: instead of running a physical robot in the real world, run a digital one in a simulated world instead. This is also commonly done with reinforcement learning, in which you have the robot try to navigate some simulated space, after which you score it on how well it does. Another flavor of this is the teacher/student paradigm where you have a “teacher” model that has full access to all the data within the simulated environment, and a “student” model that can only see what the real robot would see (images from its cameras and its own internal state), and you try to get the student to mimic the teacher.

The benefits of simulation are that it’s much cheaper and faster to simulate a robot than it is to deploy one in the real world, and that you can get very large amounts of data by simulating the behavior of thousands of robots. Figure AI taught its humanoid robot to walk via reinforcement learning on thousands of simulated robots. OpenAI taught a robotic hand to solve a Rubik’s Cube via the equivalent of 13,000 years of simulated experience. By 2019, Waymo had driven 10 million miles in the real world, but 10 billion miles in simulation.

Via Figure.

But simulation also has drawbacks. The biggest one is that the quality of the data it produces is a function of the accuracy of the simulation. For some things, such as locomotion (having a robot move through some physical space), simulation is fairly accurate, because the behavior is mostly well-characterized enough that we can represent it digitally. So you can train a quadruped robot to navigate some terrain, or a bipedal robot to dance, or a drone to fly along some path in simulation, and the simulated environment will be a reasonably good approximation of the real world. But for things such as object manipulation (particularly for soft or deformable objects), it’s much harder to build a simulation that accurately captures real-world behavior, and using it as a source of training data is much more difficult. This is generally referred to as the “sim-to-real gap.”

Because of simulation inaccuracies, one popular simulation technique is called “domain randomization.” Since you don’t know what various parameters like friction will be in the real world, you decide to vary the parameters randomly when running the simulation, in the hopes of creating a training envelope that encompasses the parameters that will be encountered in the real world. When OpenAI trained its robotic hand to solve a Rubik’s Cube, for instance, it continuously expanded the range of parameters being tested, forcing the model to learn to solve the cube in more and more difficult environments, in the hopes of giving it capabilities that would generalize to the real world. The robotics team there used this strategy specifically because accurate physical modeling was too difficult:

The biggest challenge we faced was to create environments in simulation diverse enough to capture the physics of the real world. Factors like friction, elasticity and dynamics are incredibly difficult to measure and model for objects as complex as Rubik’s Cubes or robotic hands and we found that domain randomization alone is not enough.

To overcome this, we developed a new method called Automatic Domain Randomization (ADR), which endlessly generates progressively more difficult environments in simulation. This frees us from having an accurate model of the real world, and enables the transfer of neural networks learned in simulation to be applied to the real world.

But despite this technique, and really quite a lot of simulation (13,000 simulated years), performance was only OK — for maximally difficult starting arrangements, success was only 20% — which is maybe why this technique doesn’t seem to be widely used for manipulation training currently. Environmental parameter randomization does seem to be fairly standard for locomotion training though, used for things like randomly varying the coefficient of friction of the surface being traversed.

Another way to use simulation is to create synthetic training data: taking real training data as an input and using it to create lots of similar training examples. Nvidia, for instance, has a page showing how you can use its Isaac GR00T robot simulation platform to generate synthetic robot training data using teleoperation data as an input. Synthetic data generation also seems to be widely used for training autonomous vehicles.

We can also create robot training data by recording humans doing tasks and creating some sort of mapping from the recorded task data to a robot. This might be as simple as fitting a person with a head-mounted camera (creating what’s known as “egocentric video”), and using it to record the person doing various tasks with their hands. The video is then processed so the person’s motions are interpreted as robot motions, and used to create training examples. (This is one reason for the popularity of the humanoid form factor in robotics: humans doing tasks will be a reasonably good source of training data.) Figure AI, for instance, recently announced Index, its program for gathering training data by sending people head-mounted cameras to record themselves doing various tasks (alternatively, Figure will also send a crew equipped with these cameras to your home or business to do chores for you). Companies like Shift are also doing this, sending people with hat-mounted cameras to folks’ houses to record themselves doing chores.

Figure collecting egocentric video data, via Figure.

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

Via X.
Via X.

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

UMI data collection, via Chi et al 2024.

The benefit of using human-collected task data is that it’s much cheaper to collect than teleoperation data: all you need is a camera, or some camera-equipped manipulators, rather than an entire robot. And it’s probably much easier to get a wide variety of different task recordings by just having a person walk around and do different things, rather than constantly repositioning a robot to do them. And because the data is gathered in the real world, by people manipulating real objects, it’s more accurate than simulation. The drawback is that because this data comes from a person rather than a robot, it won’t map onto a robot’s capabilities perfectly well. Even UMI, which minimizes the human-robot differences by having a person do tasks using a sort of robotic manipulator, won’t necessarily map perfectly, though the discrepancy is small and many of the most impressive robotics demos we’ve seen (such as Generalist AI’s) have been trained using UMI data.

It’s possible to use multiple training strategies in a single robot model. Agility Robotics’ Digit, for instance, walks using a small, 1-million-parameter neural network trained in simulation using reinforcement learning, while object manipulation seems to have been trained using behavioral cloning. Dyna Robotics similarly seems to have used a combination of reinforcement learning in simulation and human video for training data.

It’s also often useful to train a robot model using data other than task completion data. Vision-Language-Action models, as we noted earlier, are built from Vision-Language models trained on text and images. And because of the ubiquity of general video data on things like YouTube or TikTok, there’s a great deal of interest in finding ways to use generic web videos as a source of training data. Nvidia’s Cosmos, for instance, is a foundation model trained on video data that can be used as a backbone for a robot policy model.

Robot dataset sizes

How much of this action-relevant training data have we gathered so far, and how much do we need?

As with AI models more generally, robotic training datasets seem to be getting bigger. An early dataset that was considered large at the time was the Open X-Embodiment (OXE) dataset, created by Google DeepMind in 2023 by stitching together dozens of existing datasets. OXE consisted of over 1 million robot action trajectories spanning more than 160,000 different tasks, totaling around 4,000 hours’ worth of task data. Physical Intelligence’s Pi 0 model, released in October of 2024, was trained on 10,000 hours of robot task data. Generalist AI’s GEN 1 model, announced earlier this year, was trained on around 500,000 hours of UMI data. Figure AI’s Index announcement stated that it was gathering 30 minutes of video data every second, or 43,000 hours a day. Dyna Robotics and Nature Will both claim that their latest models are trained on over 1 million hours of human egocentric video data. I saw one estimate that the robot data collection industry is collectively producing around 500,000 hours of training data a month.

It’s not amazingly easy to compare these datasets to the text datasets used to train LLMs. For one, different robotic training sets have different levels of quality — teleoperation or UMI data is probably higher quality than pure human egocentric video data for training purposes, and a highly variable dataset with lots of different sorts of tasks is much more useful than an extremely repetitive one. And video data for robotics training is informationally different from text data: for one, video data tends to be highly correlated — on short timescales, one frame is pretty similar to another frame. Thus even though video recordings contain a lot of data, they’re probably less informationally dense for training purposes than text data. As robotics researcher Chris Paxton notes, “machine learning works best the closer you are to an independent and identically distributed (iid) dataset; neither web data nor robot data is iid, but robot data is far less iid than web data.”

But we can still try. One very rough way to compare dataset sizes, used by Physical Intelligence researcher Kevin Black in this presentation and robotics professor Ken Goldberg in this presentation, is to estimate how long a dataset of text tokens would take for a person to read, and compare that to the hours of robot training data we have. Under this metric, GPT-2 was trained on the equivalent of around 475,000 hours of data, GPT-3 was trained on 26 million hours, and GPT-4 was trained on 685 million hours. Using this (somewhat dubious) metric, even several-year-old AI models were trained on something like 1,000 times the data that current robot models are trained on. Goldberg calls this the “100,000-year data gap.”

On his Substack “It Can Think!” Paxton makes an estimate from the other direction, converting hours of robot data into tokens, and comes up with a fairly similar estimate. He guesses that for video running at 10 frames per second, each frame will contain the equivalent of one useful training token. Every hour of video thus contains about 10 × 60 × 60 = 36,000 training tokens. He then divides this by 10, on the assumption that you can’t expect every second of video data to actually be useful, getting you about 3,600 training tokens per hour of video. This would make Dyna Robotics’s 1 million hours of training equal to around 3.6 billion tokens, on the order of 5,000 times smaller than the datasets used to train recent AI models.

If you assume that we need about 1,000 times as much real-world robot training data as we actually have — on the order of 1 billion hours of data — how much would that cost to generate? Eidon AI reports robot data prices of $60 to $100 per hour. Pantheon similarly reports UMI data costs from $60 to $150 per hour, but that its engineers developed a pipeline capable of generating data for $10 per hour. Shift claims you can earn up to $20 per hour recording egocentric video data and selling it to them. So a naive estimate suggests that getting enough data to get robot models to a similar level of capability as recent AI models might cost on the order of $10 billion to $100 billion.

How much data we actually need, however, seems to be something of an open question. If we don’t care about generalization, and only want to train robot models to perform various specific tasks, the data requirements might be substantially less. Alternatively, it might turn out that frontier general AI models like Fable or Astra are extremely capable robot controllers after being fed a comparatively small amount of robotic training data; some folks are already predicting that special-purpose robot AI models might get replaced with more generic AI models. Likewise, we might find robotic AI model architectures that are much more sample efficient — learning much more from each training example — than current models.

On the other hand, it could be the case that moving around and manipulating objects in the real world is a fundamentally more difficult task than manipulating text on a computer, and that models require a lot more training to become competent at this real-world behavior. Small errors in generated text, for instance — misspellings, or slightly wrong word choice — don’t necessarily compromise the text as a whole, but when you’re manipulating objects a single tiny positioning error can be the difference between success and complete failure. Likewise, Ken Goldberg argues that robotic movement is a much higher-dimensional problem than generating text (though I’m not sure I buy the version of the argument he articulates in that presentation, but I have seen this sentiment echoed by other robotics researchers).

Conclusion

LLMs showed the benefits of scale when training AI models — bigger models, more data, trained using much more computation. We’re now in the process of seeing how well this scaling works for robotics, and robotics researchers are working hard to gather enormous amounts of robot task training data in the hopes of seeing the same sort of trends with robotic capabilities that we have with AI more generally.

📙 #098 - Cream Coloured Background, pen plotting fax machine.

I apologies for the background colour of this post if you’re reading this on the SubStack website!

I’ve linked to Studio Yorktown’s Color Town Hall before: https://studioyorktown.github.io/coloryorktownhall/, because it’s a well put together site with a pleasing collection of colour palettes.

And because I trust Bruce’s taste in all things colour, I’ve adopted the background colour (#ece3d0) from over there when putting together quick web projects.

This is all pre-AI and the bazillion various takes on palette-websites that have suddenly and miraculously popped up over the last 6-12 months.

So…


# “How to steal my work”

“Last month I found out a human used AI to rip off one of my Instagram posts.”

Last week Anna Lucia posted over on SubStack…

Anna Lucia writes
How to steal my work
Some dude on the internet who calls themself a designer vibe-coded a “tool” that lets you export visuals from small algorithmic generators. Although the website doesn’t mention it was created using AI, the whole UI reeks of it. The cream colored background, the bland font, the presence of features no one really needs, and the absence of any distinct des…
Read more

…which is a great read, and includes this…

“I found out because someone made a reel about this tool, and I immediately recognized one of the outputs as derived from my work.

…

On the file that is based on my work, the last commit message reads “Sampler: a new default palette”, timestamped several hours after I published my video, which is interesting, because the palette was one of the distinct features that made me recognize the image as a rip-off immediately and without doubt.”

Where it’s been changed from a nicely balanced set of colours to bleh.

I’ve always loved the palettes Anna uses for her work, you should check them out, they’re so well put together and intentional in a way that looks like it should be simple, but when I try I always manage to somehow fuck it up. HOW IS IT SO HARD TO GET COLOURS TO LOOK RIGHT!!

I’ve often found my eye-dropper tool hovering over the work of Karel Martens too for similar reasons. I mean these mono-prints are delicious.

Untiteld 2018 150*210mm - Karel Martens

Anyway, one part of Anna’s post that caught my eye, and made my heart sink…

“Although the website doesn’t mention it was created using AI, the whole UI reeks of it. The cream colored background, the bland font, the presence of features no one really needs, and the absence of any distinct design choices give it away easily.”

…so I guess I’ll have to pick a new background colour for my website tools now.


# “everything runs in your browser”

Every tool runs in the browser.
Nothing is uploaded and nothing
is stored. Exports are yours.

Another ‘tell’ that has me side-eyeing sites is “everything runs in the browser”.

I get sent pen plotting tools fairly often, and tbh, I don’t really have anything against vibe-coded pen plotting tools that are fairly general - turning an image into a plottable spiral or a flow field is fairly benign - and I don’t think it matters a huge amount if you wrote code to do that by hand, or used AI, the results probably make good gifts.

Here’s the latest, which tbh, looks better than most.

https://www.plotcaster.com

Cream background, too many sliders, the stilted AI way of writing “Tone on a laser comes from pattern. Each row is real tool output: a grey ramp and a lion's eyes.” 🤷‍♂️ most importantly…

  • Photos never leave your device

  • runs in your browser, so photos are never uploaded

  • the drawings and files you make, are never uploaded to us or to anyone else

  • the photo nor the files you export are sent to us

  • None of this is sent anywhere

All appear on the site, because AI knows we hate having our work uploaded somewhere where it can be train on with AI.

Again, I don’t really have a problem with people using AI to build tools that help people, but, in the same way a developer with years of experience of coding will wield the tools far better than someone who doesn’t; given the choice between two or more similar AI vibe-coded tools, I’ll be more inclined to use the one that’s been refined by both a UI/UX designer and a copywriter, and the bar feels pretty low.


# A NICE STAND - FAX MACHINES

Shortly after the last newsletter, I decided my type-handwriter needed a good stand. Mainly because the aim this month is to ‘play’ DOOM on it. Something that’ll take about 6-7 hours for the first level. In a vague attempt at ergonomics (and to keep the index cards in place for shooting time-lapses), I figured an angled card holder would be good, and so…

…this happened…

Since then I’ve had it sitting on my desk next to me, replacing Kitty’s pen plotter. Kitty now uses this to write my to-do lists, and various notes, postcards and lists throughout the day.

I like that it’s not flat, and I didn’t realise just how much I’d enjoy that. It now feels like a thing that belongs on the desk rather than something that’s taking up room.

It also made me think back to a blog post written by Matt Webb about twenty years ago, and I think the ghost of this was always in my mind.

“If my desktop printer understood the lessons of social software and Web 2.0, it wouldn’t be attached just to my computer or local network. It’d be accessible by my closest family and friends, too, regardless of where they lived. These people are my primary network, the folks for whom I’d put my neck on the line, and of course I’d let them use my paper and toner, just as I’d happily leave them with my house keys.

My close friends would send me sketches,

The social letterbox printer sits on the wall so that when it’s finished printing, the paper falls to the desk with a satisfying thump. It prints slowly, because it’s often going to be working when I’m not there and there’s no hurry. The paper is probably cheap, perhaps thermal paper.

This is because the new social interactions around the printer now influence its form.”

Jack’s sketch of what a social printer may look like, back in 2006; stands on stilts, accepts messages from your friends, spits out paper.

Which was a precursor to the Little Printer: https://nordprojects.co/projects/littleprinters/

The idea being that you had this cute little printer on your desk, and people you’d given access to could send messages, photos and similar to it.

Now I don’t have the automatically replacing the index cards part working yet, but I do have the drawing on an iPad or reMarkable tablet part working (see Instagram for more)

So it feels like I could set up an invite-code website, where my friends have the code and they can write messages and doodles and sketches which then get queued up, so when I am around I can let the plotter draw them all out for me.

A sort of pen plotting fax machine.


# THE END

I’ve been stressed the past two weeks, and probably the next two, such is life!

So tell me, what would you do with a desktop pen plotting fax machine?

Next newsletter will be Thursday 29th October, oooooooh, spooky!!!

Love you all
Dan
❤️

PS. This looks new

https://bantamtools.com/products/handwriter
https://bantamtools.com/products/fontmaker

I guest host the NYT podcast and interview Dwarkesh

Here is the audio, video, and transcript.  Excerpt:

Cowen: Unreleased models — why are they important?

Patel: As in the ones that are internal to the companies?

Cowen: Well, many companies have unreleased models. Maybe it would cost too much to release them or they’re not safe yet, but the public doesn’t see them.

Patel: Yeah.

Cowen: You’re an insider. Whether or not you see them, you hear about them; you know something about them. How should we think about unreleased models, and how does that change our picture of what’s going on?

Patel: I think there’s a very frustrating element to the current situation right now, where people inside the A.I. labs claim to have evidence that makes them more worried, and they are not allowed to talk about it. This makes it a very difficult situation on the outside to evaluate how worried we should be.

For example, maybe two days ago, I was talking to somebody at Anthropic, and they were like: Look, I expect A.I.s to beat humans at A.I. research within nine months.

And I’m like: Why do you believe that?

They’re like: It’s not just vibes, but I have information on the inside.

I’m like: What is it? Is it a new model? Is it some evaluation you ran?

He’s like: I can’t talk about it.

I think it’s a terrible state of affairs. If they really believe this, if they think that we’re in a situation where we’re less than a year away from automating A.I. research and radically speeding it up, they should make this evidence public.

I especially worry about the following scenario, whereas A.I.s get better and better at making A.I. progress faster and automating it, they will be inclined not to keep releasing models that are even close to their smartest models externally, because then if they release those externally, it would help others make smart models.

And it’s just kind of a schlep to release models externally. You need all these safeguards and everything.

Cowen: So the gap between what they know and what we know would get bigger and bigger under that scenario. We’d end up more in the dark, more surprised when things happen. It would be harder for regulators, policymakers, members of Congress, everyone.

Kudos to Dwarkesh for taking the other side of the microphone.  Do also see our discussion of AI psychosis, among other topics.

The post I guest host the NYT podcast and interview Dwarkesh appeared first on Marginal REVOLUTION.

       

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Thursday 15 October 1663

Up, I bless God being now in pretty good condition, but cannot come to make natural stools yet … [and going to enjoy my wife this morning, I had a very great pain in the end of my yard when my yard was stiff, as if I strained some nerve or vein, which was great pain to me. – L&M]

So up and to the office, where we sat all the morning, and at noon dined at home, my head full of business, and after stepping abroad to buy a thing or two, compasses and snuffers for my wife, I returned to my office and there mighty busy till it was late, and so home well contented with the business that I had done this afternoon, and so to supper and to bed.

Read the annotations

Oct. 29: Applying AI to the GEOINT Mission

Join SpaceNews and Vantor on Oct. 29 for this virtual event

Join us for a conversation on how machine learning is transforming the GEOINT mission across different markets

The post Oct. 29: Applying AI to the GEOINT Mission appeared first on SpaceNews.

How NASA is thinking about a moon base

In this episode, SpaceNews’ Mike Gruss talks with NASA’s Shatel Bhakta, the principal systems engineer for Moon Base, about what’s needed between now and 2028 and the incremental steps to […]

The post How NASA is thinking about a moon base appeared first on SpaceNews.

Agile Space Industries Expands to Seattle Area with New Bellevue Office

agile space industries logo

BELLEVUE, Wash., Oct. 15, 2026 — Agile Space Industries, a leading provider of in-space chemical propulsion solutions, has expanded into the Seattle metropolitan area with the opening of a new […]

The post Agile Space Industries Expands to Seattle Area with New Bellevue Office appeared first on SpaceNews.

Links 10/15/26

Links for you. Science:

Sexually Transmitted Diarrhea Becoming Drug Resistant—Should US Be Worried? (paper here)
A closer look at Bald’s eyesalve, an ancient remedy with antimicrobial properties
How a Controversial Hepatitis B Study Was Funded by the CDC Amid a Global Swirl of Criticism
NIH appears to shut down comments on science peer-review rule change ahead of schedule
Nevada scientist among those logging ‘lost’ species as fewer endangered species are listed
Worlds More Habitable Than Earth? They’re Out There. Scientists believe there are planets outside our solar system where life is even more abundant and sustainable.
High-speed video reveals how honey bee stingers pump venom

Other:

If Democrats Win the Senate, They Cannot Play Games
D.C. Voters Face a New Math Problem Under Ranked-Choice Voting (important; wrote about this here)
Why Did DOGE Exist? Now We Know.
Casey Newton And John Gruber Slink Back To Elon Musk’s Right-Wing Propaganda Machine. Tech journalism mainstays are feebly rationalizing their return to a broken, billionaire-run right-wing propaganda website.
Fighting Israel to the Last Palestinian. Tehran’s campaign to destroy Israel has immiserated the people it purported to help and strengthened the Israeli right.
Nothing But Grift
Exposure Is Not Accountability
Men In Good Standing
House Republicans Launch Investigation Into D.C. ‘Jury Nullification’
Kimberly Guilfoyle’s burn book revealed. Her MAGA secrets kept in a journal so potent it has nervous Trump insiders fearing revenge
‘I’m Not Going to Have Blood on My Hands’: Why Nicole Noren, a decorated ESPN producer, quit in protest.
Warhammer 40K Is Cool
Character.ai’s Bankruptcy Documents Show the Economics of AI Don’t Work
Fascists Really Believe It
MAGA Voters Wreck Trump in Focus Group: “Nothing But Lies”
AI and the Core Feature of the Silicon Valley Economy
We Know How to Fix Homelessness. Look at Denver.
Dade Phelan Says Republicans Are “Freaking Out”: The former Texas House speaker and Paxton antagonist on why he’s buying a blue wave.
Inside Kimberly Guilfoyle’s Final Days as Ambassador to Greece
Why Democrats must keep calling out GOP bullsh*t on sight
Elon Musk’s PAC is spreading inaccurate voting information, election officials say
No More Child Actors
Annualized Enron Rate
Pangram Flagged My Own Writing as AI
I Lived at Chi Phi in 2012. Now I Say Tear It Down and Build Something New
Bidenomics was working. Crisis began when Trump ended it
Ticket Resale Platforms Sue D.C. to Block Price Cap. A D.C. law going into effect in January will cap resale tickets at 10% more than their original value.
Federal judge halts USDA relocation plan impacting DC, Maryland jobs
3 men who Rep. Nancy Mace called out on House floor charged in sex assault investigation
Kimberly Giulfoyle ‘holed up’ in Athens with no one to trust after Trump ouster

New Katie Zacharia China Bar Exam Update!

I was waiting to hear how White House Press Secretary Katie Zacharia would explain how and why she claimed she’d taken the bar exam in China despite that not being completely possible. She’s still mainly refusing to answer this question. But the Journal reports that Zacharia sat for the bar exam in California in 2011 but didn’t pass. (In fairness, many people don’t pass on their first try. California is known as a challenging bar exam.) The Times meanwhile got a moment of phone time with her on a tarmac in Arizona and asked her about taking the bar exam in China.

It was all a misunderstanding, apparently.

“I assumed the question was, ‘Where were you after law school?’” she said, taking a quick phone call on the tarmac in Arizona, where the president was holding a midterm rally.

“That’s all I could hear over the sound of Marine One,” she said. “And, wanting to respect protocol, the distance behind the president, kept me from moving closer to hear the question.”

I’m not sure that makes any sense. But okay.

It turns out that basically everything law related on her CV/LinkedIn page was either misleading, false and — in the case of identifying herself as the “General Counsel” of a California political/public interest group founded by Ric Grenell — possibly even criminal.

Is the MAGA Grift-Quickening Upon Us?

This is the weekly, free edition of The Backchannel. If you’d like to receive the free edition of The Backchannel in your inbox, you can subscribe here.

Kimberly Guilfoyle, the recently defenestrated and soon-to-be-former Ambassador to Greece, has that stench about her of third-string corruption, the type that is hated by the righteous and sneered at by the corrupt. In Trumpworld setting up your own bribery-faucet meme coin and making billions is a baller move. Begging a MAGA-adjacent huckster to settle your Amex bill on the strength of once being Don Jr’s fiancée is sad. “Steal a little and they throw ya in jail / Steal a lot and they make you king …” But we seem quite suddenly to be seeing MAGA world become quite leaky. That’s not what we’re used to — what we’re used to is mammoth kinds of Trump and MAGA corruption more or less in plain sight. But now various MAGA capos are accusing each other, or dropping dimes on each other, as the reality of a possible Blue Wave or more comes into view.

Another only-in-MAGA corruption story hit this afternoon. Or, I guess, alleged corruption story since it’s not altogether clear which player in the story is the crook or more of a crook.

Alina Habba, once a mere parking garage lawyer from New Jersey has ridden the MAGA wave to a marriage with a Turkish nepo-oligarch named Turhan Mildon, with a dash of cradle robbing mixed in. It appears Mildon, 29, may be a new character in the Trump Cinematic Universe (TCU). Wish them the best: they tied the knot last month in a $10 million wedding at New York’s Waldorf Astoria. Mildon and longtime Trump fixer Ric Grenell seem to have crossed paths in the Venezuala corruption feeding frenzy after the US decapitation strike that brought down the Maduro regime. I can’t make full sense of the details. But Mildon seems to have been tight in the Maduro world and needed to get in good fast with MAGA to hold on to his position and assets in the country. Luckily for him, he’d struck up a romance with Habba around this time and he was spreading money around MAGA world to further secure his position. Now Habba and Mildon are claiming that Mildon wrote a $6 million check to the Kennedy Center, then under the patronship of Ric Grenell. This seems to have been part of some broader business package deal to buy his way into MAGA world. The Axios piece that reports this refers to the check not being deposited. But at least the accusation seems to be that Grenell funneled it somewhere else and the Kennedy Center never got it.

I struggled to follow the ins and outs of the story. Here’s the Axios piece. And here’s the Times piece from Monday which goes even more in-depth. Precisely who is telling the truth here and who is the bigger crook — I have no idea. But that’s not really the point. The more salient issue is that we’re starting to see signs that as the 20 months of no-rules corruption wilding might be coming to an end, everyone is starting to turn on everyone else.

These interweaving stories remind us of the sheer breadth of Trump-era corruption. The Times piece linked above gives just the beginnings of a view into the scale of corruption emerging out of Trump’s semi- or de facto colonial administration of Venezuala. Even half-exiled players in the MAGA world like Guilfoyle could pull down hundreds of thousands or up to a million in bribes from a single favor seeker. It’s everywhere.

I’m not saying or pretending that the jig is up for Trump or that accountability is right around the corner. (We’ll get to that very important question in another post.) But there’s no question scrutiny is going to go up significantly next year, even if Democrats only claim control of the House. So there will definitely be a battening down of hatches going into next year. And the battlements will be erected around Trump and members of the Trump family, not just every random member of the MAGA world who tried to get rich off the Trump gravy train.

Trump is no fan of self-dealing and corruption, unless he’s involved or unless he gets a taste. There have always been some rules in Trump World. Don’t attract too much attention. Don’t be a women. Don’t make Trump think you’re making money off his name. That’s his gig. There’s no doubt that lots of people are going to get pardons over the next couple years. But not everyone. And Trump won’t appreciate people ginning up scandal and corruption attention that he didn’t get a piece of.

As I said, I’m not making any big claims here about future accountability for anyone. But the rules for Trump-era corruption are about the change. There probably won’t be as much room on the island in 2027 as there was in 2025 and 2026. And there’s going to be a lot of knives out and backbiting and back-stabbing and lots of people will want to get their enemies or maybe even their friends kicked off island because that’s better than it being them.

Secret Documents Reveal Donors Behind $330 Million for Trump’s Ballroom — Apple and Nvidia Top the List at $25 Million Each

Jonathan O’Connell, Sarah Blaskey, and Aaron Schaffer, reporting for The Washington Post (News+ link; Archive.today link):

A list obtained by The Washington Post reveals all the major donors to President Donald Trump’s White House ballroom project, including previously undisclosed contributors who have benefited from regulatory decisions, government contracts and, in one case, a pardon for a family member.

Tech giants Nvidia and Apple each committed $25 million, the top contribution amount, the list shows. The Adelson family, one of the GOP’s largest donor dynasties, committed that sum as well, as did billionaire Charles Ergen, co-founder and chairman of telecommunications company Dish Network.

Absent from the list is Trump himself, who has said that he is helping to pay for the project. “It’s being paid for a hundred percent by me and some friends of mine,” he said last year, days after demolition began on the old East Wing.

The White House publicly identified 37 people, companies and foundations as donors last October, without revealing the amount of their individual gifts.

The list obtained by The Post, an internal spreadsheet used to track contributions for the fundraising effort, contains the source, date and amount of all 67 donations above $10,000 recorded as of late last month. It shows a total of $333 million from private donors, aligning with the administration’s public statements. Additional records, also internal to the fundraising effort, provide more detail about the donations and indicate that at least $77 million came from donors who requested anonymity.

In addition to being a shameful display of abject corruption, it’s also a shameful act of support for horrendous architecture. This entire edifice ought to be destroyed — I won’t vote for any Democratic candidate in the 2028 primary who doesn’t pledge to knock all this Trump cack to the ground in January 2029. That’s table stakes.

 ★ 

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The FBI Arrested a Saudi National OpenAI Employee for Planting a Recording Device in the Company’s Executive Conference Room

The Department of Justice, yesterday:

An employee of OpenAI has been arrested for and charged with using or endeavoring to use an electronic, mechanical, or other device to intercept oral communications. Abdulrahman Alfozan, 35, a national of the Kingdom of Saudi Arabia, was arrested on Oct. 9, and made his initial appearance in federal court today.

“This serious situation underscores why winning the global super intelligence race is a national security prerogative — and why President Trump’s leadership in creating the Super Intelligence Force is so important,” said Director of National Intelligence Jay Clayton. “I thank Director Patel and our FBI partners for their diligence and swift action. The intelligence community remains committed to safeguarding America’s cutting-edge intellectual property from foreign threats.”

“According to the complaint unsealed today, Abdulrahman Alfozan allegedly concealed a covert recording device inside his employer’s executive conference room to secretly capture sensitive communications about the company’s super intelligence technology,” said FBI Director Kash Patel. “Protecting American SI innovation is essential to safeguarding our nation’s economic strength and national security, and the FBI views that mission as one of our highest counterintelligence priorities.

Four references to “super intelligence” in two paragraphs. Not weird at all.

Alfozan, unsurprisingly, was fired.

 ★ 

What’s Up in Mississippi?

“Democrats have been way too timid and modest in their expectations in the past. There’s a real chance for something big happening with this election, and I’m kind of old. So why not see if you can if there’s anything you can do to help?”

That’s a quote from Steve Pajcic, who was a politician himself decades ago and appears to have made a bundle of money over the years and has become a fairly prodigious philanthropist. There’s a Times write-up of him today — that’s where the quote comes from — and it’s about his and his children’s decision to drop about $7 million late dollars in the longshot quartet of southeastern Senate contests in Florida, South Carolina, Mississippi and the no-longer-so-long-shot race in Kansas.

I want to zoom in on Mississippi. This is definitely a far, far reach for Democrats even in a flood tide political year. Democrat Scott Colom is challenging Republican incumbent Sen. Cindy Hyde-Smith. As we’ve discussed, a lot of these front-line red state contests this year involve the interplay of two interrelated factors: very Republican electorates and very bad Republican candidates. The two factors run together. In most of these states you have pretty bad candidates because you don’t need terribly good ones. But this political cycle is putting that safety in question. Hyde-Smith is an example of that. She’s a bit like GOP Sen. Ashley Moody in Florida who was Florida Attorney General, an elected position but not a terribly hard race to win in recent years. She’s been involved in various DeSantis-adjacent scandals before being appointed by DeSantis to serve out the rest of now-Secretary of State Marco Rubio’s term. Hyde-Smith was Ag Commissioner in Mississippi before being appointed to serve out Thad Cochran’s term in 2018. She beat former congressman Mike Espy in 2018 with 54% of the vote after eliminating far-right perennial candidate Chris McDaniel. She beat Espy again for a full term in 2020, again with 54% of the vote. Hyde-Smith’s final vote was a fraction of a percentage point better in 2020 than 2018. But it’s notable, and not in a good way for Democrats, that she got the same result in the wave year of 2018 as the non-wavy presidential year of 2020.

Mississippi is a unique state. Almost 38% of residents are Black, and there’s a substantial base of Democratic voters. That’s the highest of any state in the union. But as is usually the case in the Deep South, racial polarization rises in proportion to the percentage of Black voters. So Democrats can get into the mid-40s in a statewide election. But getting to 50% is very, very difficult. Getting to 50+1 for Democrats, overcoming that intensity of racial polarization with the scant but non-trivial number of white Democrats in the state, has a bit of a Zeno’s Paradox feel to it.

Hyde-Smith is not a good candidate, just in pretty objective terms. And like Roger Marshall and Pete Ricketts she wasn’t expecting to be in any kind of real campaign. Colom is currently running a great and pretty hilarious ad which features a clip in which Hyde-Smith gets asked about the skyrocketing cost of beef and lamely answers “you know you have so many proteins to choose from.” This is followed by “voters” dumping on Hyde-Smith that they don’t want to “pick another protein”; they’d rather just pick a new senator. It’s a super good and entertaining ad. You can watch it here.

As far as I can tell every poll released to date was tied to Colom’s campaign or supporting his campaign. But a new poll just came out showing Colom four points back, 52% to 48%. (The pollster, Wedgepolls, seems relatively unknown but at least meets the criteria for inclusion of aggregators like the Times.) I don’t have any more insight than you about whether Colom has any kind of actual shot. If there’s a shot, it would turn on a mix of deep disenchantment with Donald Trump, a mix of a few Republicans voting for Colom mixed with a small but significant number not voting at all. Added to that is the fact that Mississippi is ground zero — or one of several — for the impact of the Supreme Court’s declared (Louisiana v. Callais) open season for racial gerrymandering and the elimination of Black majority districts across the South. (Mississippi was unable to use a new map this year but says it will in a future election.) So in addition to Democrats being super energized as they appear to be around the country right now, Black voters may have an extra level of motivation and turnout potential even on top of that reacting to the national assault on Black voting power, especially in the Deep South. If you assume that 52% to 48% margin in this first independent poll is accurate, it’s conceivable that that’s a margin that could be overcome by strong differential turnout.

Looking at the history and the numbers it’s hard to conclude that there’s much real chance of overcoming these inflexible realities of Mississippi politics. But if there’s a year to watch for it, this would be it.

Josh Goes Back to the Big Senate Data Dive to Obsess About Polling Error

Back in August I did a write-up on a deep dive on polling error put together by Republican consultant/pollster Pat Ruffini. When it comes to Ruffini’s work, I have a funny mix of assumptions and impulses. Ruffini’s a data guy and not a bullshitter. His numbers and analyses are real and solid. He’s also a Republican partisan. So he’s not above looking for the most favorable possibilities in the numbers. And I think it’s fair to say the series he’s done on this is generally aimed at Republicans and trying to send the message, “It might be okay” or “It’s not as bad as it looks.” At the same time, I am eager for it to be as bad for Republicans or worse than it looks.

Take that for what you will. Just a little truth in advertising and transparency for all involved. Ruffini just did a follow-up on this deep dive where, amazingly, there’s a new reason to think it might not be as bad for Republicans as it looks! Again, though, Ruffini’s a smart guy with a lot of data up his sleeves and he might be right.

In any case, let’s review his earlier findings. Essentially, what he found is that in the last four election cycles, polls have consistently overestimated Democrats in Senate contests during the summer. In presidential years, the polls get more accurate toward Election Day but there’s still a substantial average bias in favor of Democrats. In midterms, though, that bias basically evaporates by Election Day. Individual polls might miss but, on average, polls are quite accurate. Back in August the argument was, sure it looks bad now but this is the summer and they’re about to start trending back to the Republicans!

But that didn’t happen. In fact the polls got worse for Republicans just as they are supposed to be trending toward more accurate reads of the final result. And that’s where we are now.

So in Ruffini’s new update we find out, there’s more! Sure, the the polling error on average basically evaporates. But the average conceals something which now looks pretty helpful for Republicans. Despite the averages, Republicans end up doing a bit better in red states and Democrats do a bit better in blue states. But even with that basic pattern, there’s still a bit more final advantage for Republicans. That’s welcome news for Republicans since basically the whole playing field now is in red states. (I’m being a bit unfair here to Ruffini. This fact is in the earlier deep dive. But it’s buried. It’s the centerpiece of the new update.)

He notes something else that fits with our general understanding of the Trump-era electorate but is worth pointing out explicitly. It’s not just red states. It’s especially red states with large number of white non-college voters. So if we’re going to see this break toward Republicans in the actual election results, we’d expect it to be more likely in, say, Iowa and Ohio than Texas.

The other issue is the number of undecided voters. What we’re really talking about with Democrats and Republicans doing better in their “own” states is a reversion to the mean, or muscle memory. If candidates are tied at 45% in a red state, you figure that partisan muscle memory is going to kick in with the undecided voters and they’ll disproportionately break to Republicans. Same goes for Democrats in a Democratic state.

There used to be a conventional wisdom — and it was before the era of data-diving so I’m not sure it was true — which held that undecideds tended to break against the incumbent. The thinking was that the voter knows the incumbent. If they’re still undecided by the end of the campaign, most of those undecideds actually won’t vote for the incumbent. They just haven’t made that decision conscious yet. Or they haven’t quite come around to the necessary implication of that inability, which is that they are going to vote for the challenger. If this was ever true it seems to have been rendered inoperative by our more intensively partisan era.

What’s the upshot of all this? I guess just the obvious one that some of these red state contests that are super close could end up being a couple more percentage points favorable to the GOP. And the Republican wins. That looks most obviously possible in Iowa and Kansas, which are very close to ties in the polls.

Another point I haven’t mentioned much is that Ashley Hinson, the Republican Senate nominee in Iowa, is a strong candidate. No generational talent but a strong candidate. She’s kept the race close to even amidst an incredibly unfriendly environment. Here you see the contrast with Roger Marshall in Kansas. And really with Ashley Moody (FL), John Husted (OH), Ken Paxton (TX), Michael Whatley (NC), Mike Collins (GA), Dan Sullivan (AK), Pete Ricketts (NE). These range from meh candidates to horrible candidates. Some are from states that don’t have many contested general elections; others were gifted appointments or nominations by Donald Trump or Ron DeSantis. And as I’ve noted earlier, in addition to the bad environment, this is playing an important role in this cycle. Hinson and Maine Sen. Susan Collins are the two candidates who have real skills, and they’re both in contention.

It’s important to remember that these are general patterns in the last four election cycles. That’s a very small data set. Things tend to be the same until they’re not. You can’t just assume recent patterns in future results. And there are factors in this election — sharp swings of Hispanic voters against Trump, rural discontent tied to Trump’s trade policies, just Trump’s extreme unpopularity. What still remains to be seen is what will happen with whites without college degrees, the demographic group Trump has a particular hold on and with which pollsters have the most challenges.

News Of The Day

“According to sources who spoke to WBTV on the condition of anonymity, the text thread between some Charlotte-Mecklenburg police officers includes a competition over who can pull over the most black drivers. There are also numerous uses of the ‘n-word’ related to use of force and discharging firearms at black residents.”

— WBTV3

SpaceX launches a classified payload for U.S. Space Force

A SpaceX Falcon 9 rocket lifts off from Space Launch Complex 4 East at Vandenberg Space Force Base on the USSF-481 mission on Oct. 15, 2026. Image: SpaceX via livestream

Update 8:23 p.m. EDT (0023 UTC): SpaceX landed its booster on the droneship.

As the bugle call and National Anthem sounded across Vandenberg Space Force Base, a SpaceX Falcon 9 rocket launched carrying a classified payload for the United States Space Force on Thursday evening.

Liftoff from Space Launch Complex 4 East happened at 5:01 p.m. PDT (8:01 p.m. EDT / 0001 UTC). The mission, designated USSF-481, took a southerly trajectory upon leaving the pad. Hazard warnings suggest that it flew to a low Earth orbit inclined about 80 degrees from the Equator.

SpaceX launched this mission using the Falcon 9 first stage booster B1081. This was its 28th launch following four missions for NASA, three nationals security missions, two Transporter rideshare missions, two missions for Europe, and 16 Starlink missions.

A little more than eight minutes after liftoff, B1081 landed on the droneship, Of Course I Still Love You, positioned in the Pacific Ocean. This was the 228th landing on this vessel and the 671st Falcon booster landing to date.

The USSF-481 is also referenced as “TH-2” in public notices. It’s the second “TH” mission launched in as many months with the first being USSF-259 or TH-1 on Sept. 16.

Spaceflight Now reached out to the Department of the Air Force regarding the nature of the mission. This article will be updated if we receive a response prior to launch.

Measuring Human Cryptanalysis Effort

Matthew Green has a new site that tries to estimate the number of cryptanalyst-hours that have been spent analyzing different public-key algorithms:

Abstract: We estimate how much public cryptanalysis each public-key assumption has received, using the literature itself as the instrument. From roughly sixteen thousand candidate papers we classify cryptanalytic work on ECDLP, structured and plain lattices, syndrome decoding and their comparators, then convert papers into estimated research-allocation years through a person-level author map. These publication-based estimates may substantially overstate actual time spent. Lattices have overtaken elliptic curves in this cumulative measure only recently; we express that history as inference budgets under stated productivity assumptions. The study was conducted by AI models: Claude Fable 5.1 and Claude Opus 5.5 built the pipeline, ran the analysis and wrote this page, with contributions from GPT-6 Astra. Matthew Green set the questions, made the key methodological decisions and oversaw the work.

There are a lot of caveats to this analysis. It relies on published work, so anything unpublished does not count. This includes both academic cryptanalysis that didn’t result in a paper, and intelligence agency cryptanalysis done in secret. But it’s a good first stab at a metric of this sort.

Tree Appreciator

Tool: Tree Appreciator

Another game experiment with Claude. This one used the default Claude iPhone app (chat mode, not Claude Code mode), where I prompted Claude Opus 5.5 Max with:

Build a three js game called "Tree appreciator" - it shows you two algorithmically generated trees and the game mechanics is about appreciating the differences between them. Think hard about how to make sure it is both fun and beautiful.

Somewhat embarrassingly given my recent talk, I've found that telling Opus 5.5 "make sure it is fun" works uncomfortably well. In this case Claude crunched for 3 hours and 7 minutes before retuning a cosy little spot-the-difference game with music and animation and achievements that's quite compelling to play.

Screenshot of a mobile spot-the-difference puzzle game with a dark interface. Header reads "No. 003 Acer autumnalis ‘Hid…" with subtitle "Autumn maple · A country lane in late a…" and icons for sound, a book, and help. Two nearly identical 3D-rendered scenes are stacked vertically, labeled "Fig. i" and "Fig. ii", each showing a dark-trunked maple tree with red, orange and pale peach leaves, leaves falling through the air, a golden grassy field with a few small rocks, and hazy hills with pine silhouettes under a pale sky. Two differences are circled in blue in both images: circle "a" at the base of the trunk, where Fig. i has a small red mushroom that is missing in Fig. ii, and circle "b" in the right side of the canopy, where Fig. i has a patch of green leaves that are red in Fig. ii. The bottom bar shows "2 of 4", a reset button, a "Hint" button with three filled and two empty dots, and a score of "1,803".

Tags: game-design, javascript, ai, generative-ai, llms, claude, vibe-coding, three-js

AI is mass decompiling games. That's both awesome and scary.

AI is mass decompiling games. That's both awesome and scary.

Indie game developer Popcar talks about the recent wave of AI-powered decompilation of existing games, enabling weird mashups between existing games, and producing a boom in game preservation projects to get old games working on new hardware (often in a browser using WebAssembly).

I like how this piece captures both the positives and the negatives of this new development:

Most people already realized the scary part by now. If AI can decompile games and software, then the entire tech industry is about to explode. Anybody can decompile other software and use it any way they'd like, and nobody can stop them. Companies can steal from competitors. Your paid game or app can be open-sourced against your will. This isn't exclusive to old video games, we can apply this to any software. [...]

This is also a big win for preservation. Old games can be ported, modified, enhanced, and made much more easily accessible than before. [...[

With console makers going all in on digital and games becoming entirely unplayable due to servers shutting down, this is fantastic news. We could own software we bought regardless of what the company thinks.

Via Hacker News

Tags: computer-history, game-design, ai, webassembly, generative-ai, llms, ai-ethics, coding-agents

Thursday assorted links

1. Claims about military satellites.

2. book talk.

3. AI misalignment in Sweden?

4. Will El Salvador grow?

5. AI, automation, and the Indian workforce.

6. How language models revise the documents that govern them.

7. Arpit Gupta, economist, visits Anthropic.

8. Ten-year yield is down, even though inflation came in higher than expected.

The post Thursday assorted links appeared first on Marginal REVOLUTION.

       

Comments

 

Bye Bye Blues

I thought I had lost this, but it turned up in Dropbox. This was maybe 15 years ago. My mom, who was about 100, was in the Aegis rest home in Corte Madera. The majority of the other residents were women, and I started printing out sheet music and going over there with my ukulele and getting the ladies to sing along. They loved it.

Songs like “Toot Toot Tootsie,” “When You Wore a Tulip,” “I’ll See You in My Dreams, “Bye-Bye Blackbird,” etc. I’d done those old songs in the ‘40s and ‘50s when I played the ukulele with our quartet called The Uncalled Four at Lowell High School in San Francisco.

One day, when I was visiting my mom, a little old lady came in, sat down at the piano and started playing barrel house blues songs. Wow — she was great! It turned out she was Phoebe Brabo, in her early ‘90s and she went around to rest homes playing songs that ladies who grow up in the ‘20s and ‘30s loved.

I asked her if my brother Bob and I could play along with her and she agreed. Here’s Phoebe at the keyboard, Bob with his banjo, and me with my box base (the sounding board for which was a piece of a Samsonite suitcase). There were maybe a dozen ladies in the audience.

Video shot by Lew Lewandowski.


See my post earlier this year on music in my life:

“The Uncalled Four” at Lowell High School in San Francisco in 1952. Left to right: Lloyd, Bill Bixby (who later became a famous actor (My Favorite Martian, The Incredible Hulk, etc.), John Lodmell, Don (Whitey) Schaller. I played the ukulele (a Martin I’d refinished). We did songs like “Coney Island Baby,” “Five Foot Two,” “When You wore a Tulip“ — songs from the ‘20s. We performed at school rallies, and were on local TV (KPIX) — Bixby’s 1st TV appearance. (That’s my little Martin ukulele on the chair.)

https://lloydkahn.substack.com/p/music

Live From California with Lloyd Kahn is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

On Inflation, Trump Snatched Defeat from the Jaws of Victory

One of the great ironies of American politics is that Donald Trump won the 2024 election basically because a significant number of credulous voters believed his promises to bring prices down beginning on “day one.”

What actually happened was that America, along with the rest of the world, experienced a temporary surge in inflation in 2021-22, mainly because of the lingering effects of Covid disruptions. And voters still blamed Joe Biden for that surge.

But by 2024 the war against inflation had been largely won, at startlingly low cost — the recession many analysts claimed would be necessary to get inflation down never happened, but inflation came way down anyway.

And then Trump snatched defeat from the jaws of victory.

There is still some controversy among economists about how much responsibility Biden administration policies bear for the 2021-22 inflation surge. My view is, very little. But there is no question who is responsible for the resurgence in inflation: this is all on Trump, first the tariffs and then then the Iran war.

And there’s a big risk that the succession of inflation shocks will do what the post-Covid shock didn’t: get entrenched in expectations, so that we will need a recession to get inflation back down.

I’m in Oxford, giving the James Martin Memorial Lecture this afternoon. So that’s all for today.

Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

The phrase "told investors" appears four times in this FT article, which reports on Anthropic's day of hosting investors on Wednesday. Lots of details in here from "people with knowledge of the matter".

Key things I learned from the article:

  • Q1 revenue (Jan/Feb/Mar) was "about $4.8bn"
  • Q2 (Apr/May/Jun) was $11.5bn
  • Q3 (Jul/Aug/Sep) was $16.8bn
  • In Q3: $1.70 in revenue for every $1 spent on "computing power"
  • Adjusted operating margins (excluding stock-based compensation) were 11%

This point about distillation is worth quoting in full (highlight mine):

The start-up has also clamped down on “distillation” — a controversial practice whereby rival AI labs train their models on the outputs of more advanced ones.

When rival companies “distil” their models from Anthropic’s models, that involves heavy usage and spending.

Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue and that they had cut it back “materially” in the third quarter of the year, said four people with direct knowledge of the matter.

Napkin maths says that if distillation was 5% of their Q2 revenue (before they cut it back in Q3) then unnamed "other labs" spent over half a billion dollars distilling Anthropic's models in that quarter!

Also notable: Anthropic appear to no longer be leaning on "annualized run-rate revenue" (previously) in these communications to their investors.

Tags: ai, generative-ai, llms, anthropic

A shortage of sulphur could hurt mines and farms everywhere

Another commodity shock from the Iran war

Another warning sign for China’s economy: falling consumer credit

A crackdown on aggressive debt collectors is good news and bad news

How Ukraine’s biggest bank is run in a war zone

PrivatBank is a case study in adaptation

AI vs. the railroads

A little over a year ago, a bunch of people were worried that the AI data center boom would result in an epic bust, much like the railroad bust in 1873. I wrote about the possibility at the time:

The basic idea is that even if AI is an incredibly useful technology and creates enormous economic growth in the future, the people building the infrastructure (data centers) might borrow so much money that they can’t pay it back in time. Last summer, the AI industry’s revenue was growing, but not nearly as fast as the amount of money being spent. But the “hyperscalers” building the data centers were mostly spending their own cash instead of borrowing money, so the danger wasn’t imminent. The worry was mostly about the future — if spending continued to increase and revenue didn’t accelerate, there could be an 1873-style bust.

Well, now it’s the future, and two things happened. Spending did accelerate, and hyperscalers started having to borrow money to keep increasing their spending. But revenue accelerated even more. The release of Claude Code, Codex, and other agentic coding tools proved to be the “killer app” of AI, and suddenly Anthropic and (to a lesser extent) OpenAI were rolling in cash:

Source: Epoch AI

So like in summer 2025, we aren’t obviously heading for a big AI bust in the near future. But the stakes are higher now — because companies are borrowing a lot more money now, any slowdown in the torrid pace of AI revenue growth could cause a blowup.

The amounts of money being thrown around here are just staggering. A year and a half ago, the AI boom was still significantly smaller than the railroad boom of the late 1800s, as a percent of GDP. Now, there’s an active argument as to which one is bigger.

Which is bigger, AI or the railroads? (a pointless but fun debate)

This debate doesn’t really matter, because the basic message is just “Wow, it’s a lot of money.” But it’s fun to look at the numbers people are throwing around. Stijn Van Nieuwerburgh gives figures of 3.63% of GDP for AI and 2.24% of GDP for railroads:

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

Source: Justin Fox

And 19th century data are notoriously patchy and incomplete. Some sources claim much higher numbers for the railroad buildout:

Nor do people agree on the size of the AI investment binge. Some sources yield numbers that are much lower than Van Nieuwerburgh’s:

As far as I can tell, the main difference here is assumptions about costs. The banks and ratings agencies are using announced dollar spending; Van Nieuwerburgh is using announced physical construction projects and then making assumptions about how much those projects will cost. The biggest reason he gets a higher number is that he assumes data centers are going to cost a lot more than the hyperscalers think.

Meanwhile, Dylan Patel claims over 6% for the AI boom already, once you include all types of AI-related infrastructure — fab equipment, chips, energy, and so on.1

But whatever the correct numbers are, the basic point remains the same: AI is now one of the two biggest infrastructure booms in American history, by a large margin.

So it’s understandable that people are worried that the two booms could follow similar paths. For the railroads, that path included a big crash in 1873, which caused a huge decade-long depression in the U.S. economy. A lot of people are watching for something similar to happen with data centers, and the chorus of skeptical voices is beginning to swell again.

Hyperscalers are starting to borrow…a lot

OK anyway, on to the real point of this post. The flood of revenue that accompanied the rise of coding agents quieted the talk of an AI bubble for a while, but now it’s back. The first reason is the rise of AI-related debt. In the early years, the hyperscalers — data center builders like Amazon, Google, Meta, and Oracle — mostly paid in cash for the data centers. These companies get tons of cash from their software and cloud businesses, and they ended up spending most of it on AI infrastructure. But now the buildout has gotten so big that they’re having to borrow a bunch of money to keep ramping up spending:

Source: Bloomberg

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

Source: Bloomberg

All this debt creates a financial danger that didn’t exist before now. When they paid in cash, hyperscalers were safe — if AI revenue disappointed, their stock prices would go down, but their businesses would just keep going and they’d eventually recover their profitability. But the more hyperscalers borrow, the more revenue they’ll need just to stay solvent; if the revenue doesn’t arrive, they might have to default on their debt.

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NBER Market Design Working Group Meeting, tomorrow at Stanford

 Here's the program for the NBER Market Design Working Group Meeting, Fall 2026

I'll be discussing Moral Economics with Canice Prendergast. 

Friday, October 16

8:00 am Continental Breakfast
 
9:00 am Personalized Recommendations Without Inducing Congestion: Mitigating Disparities in the NYC High School Match
 
9:45 am Who Gets What in Education: Can School Matching Improve Student Achievement?
 
10:30 am Break
11:00 am Searchable Menus
 
11:45 am Two-Sided Matching with Partial Participation
 
12:30 pm Lunch and Conversation with Al Roth about his latest book, "Moral Economics" with Canice Prendergast as Moderator
 
2:30 pm Clearing Multi-Unit Markets with Simple Pricing
 
3:15 pm Quota Marketplace: Dynamic Pricing for Efficient Allocation of ML Training Resources
 
4:00 pm Break
 
4:30 pm One-Shot Pricing for Hands-Off-the-Wheel Advertising Markets
 
5:15 pm Paying for Information, Not for Clicks: A Block-Level Publisher Content Marketplace for AI Answers
6:30 pm Group Dinner 
 

Saturday, October 17

8:00 am
9:00 am
 
9:45 am
 
10:30 am
 
11:00 am
11:45 am
 
12:30 pm

There’s a Small Chance a Republican Could Steal a D.C. Council Seat. Guys, Is It Time for Some Game Theory?*

Because it seems like the D.C. Council and some Initiative 83 (ranked choice voting) supporters really screwed the pooch. The Washington Sun explains (boldface mine):

The mathematical friction stems from a unique structural feature of D.C. governance. Under the 1973 Home Rule Act, Congress mandated that two of the D.C. Council’s four at-large seats be reserved for non-majority party members. To adhere to that law, the District combines a two-seat contest into a single ranked race rather than holding separate elections.

Under D.C.’s vote-counting rules, candidates with the lowest totals are eliminated round by round, transferring their ballots to lower-ranked choices until two candidates remain standing. But those vote transfers only happen for voters whose initial choices get knocked out. If a frontrunner stays in the lead and wins the first seat, those ballots freeze — leaving the second seat to be decided without those voters’ input.

In heavily Democratic D.C., that system creates a unique political headache. The Democratic at-large nominee, Oye Owolewa, is widely expected to draw a dominant share of first-choice votes. Because those ballots stay locked with Owolewa throughout tabulation, Democratic voters who rank him first effectively surrender their say in deciding which candidate wins the second open seat.

This dynamic has shattered traditional campaign playbooks. In previous elections, voters could easily split their two selections between a Democrat and an independent candidate. Now, because a top-choice vote for a frontrunner swallows down-ballot power, candidates are locked into a zero-sum fight for the top spot.

Independent incumbent Elissa Silverman has shifted her strategy to explicitly warn supporters that ranking the Democratic nominee first invalidates their vote for her, urging them instead to “Rank Elissa #1.” Owolewa, meanwhile, is leaning into the city’s deep-blue electorate, encouraging voters to lock in his victory by making him their first choice.

I can envision a scenario where Owolewa, the Democratic primary winner, gets the overwhelming majority of first rank votes–D.C. is a Democratic stronghold. I also can envision how a large majority of these voters could rank Silverman, a de facto Democrat who won the independent non-partisan primary, as second, out of inertia, habit, or even just the order on the ballot, because, in past elections, you just chose two candidates, no ranking. That could mean a large majority of Silverman’s votes would never be counted, even though the majority of voters chose her.

In other words, you could get something like this after the first rank votes are tallied:

  • Owolewa: 80%–this would mean no second rank votes are counted
  • Silverman: 7%
  • Statehood-Green Party candidate: 4%
  • Republican Party candidate: 9%

Given how D.C. counts ranked choice ballots, that would mean the Republican would win.

Of course, if people read My Mighty Blog, and then everyone ranks Silverman first (not likely, admittedly), then Owolewa could be screwed in the same way. While this is an absurd situation, it also is serious: many voters could be denied one of their two votes for At-Large Council members. This is a failure not only by our elected officials, but also by most news outlets who have not reported this, including The Washington Post.

It is bad enough that D.C. residents’ self-governance is under external assault by the forces of reaction and fascism, it should not be assailed by internal incompetence too.

*SWIDT?

Things are finally looking up for NASA's first missions to Venus in a generation

Most planetary scientists will tell you the heyday of Venus exploration was more than a generation ago. That is about to change.

Two NASA missions are on track to launch to Venus in the early 2030s. The first, known as the Deep Atmosphere Venus Investigation of Noble gases, Chemistry, and Imaging (DAVINCI), is now scheduled for launch in December 2030, a year earlier than previously planned. DAVINCI will send a parachute-assisted descent probe through the atmosphere of Venus, returning the first direct images of the planet's surface since 1982. A second mission, Venus Emissivity, Radio science, InSAR, Topography, And Spectroscopy (VERITAS), will follow with a launch in November 2032 to map the Venusian surface by radar from orbit.

The European Space Agency is building another orbiter, Envision, for launch to Venus in 2032. The Venus armada might get started as soon as next year, when Rocket Lab aims to launch a privately funded probe to search for signs of organic material in the planet's clouds.

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Astra Held Its Ground (Truth)

TheoPhysEval: We present a suite of 50 unpublished research-level theoretical physics problems with verifiable answers. Without AI assistance, a typical problem in our collection could be solved by a world expert in about a day or less but would take considerably longer for experts in adjacent specialties. We test the ability of off-the-shelf AI agents to tackle these problems autonomously, without human hints. When given access to tools available in a realistic setting, including the ability to search the literature and write scripts for numerical and symbolic work, the best-performing agent, GPT-6-Astra harnessed in Codex, obtains the final answers with a near-perfect accuracy of 98% at an average cost under USD 3 per problem.

Example question: Consider one-dimensional class D fermionic systems, with no microscopic symmetries other than fermion parity. Restrict to the trivial phase and to free-fermion models. Using the suspension construction, construct a two-parameter Hamiltonian corresponding to a fermion parity pump. What is the central charge of the critical theory at the diabolical point? Under free-fermion perturbations, what does the diabolical point destabilize to?

But here is the most remarkable part from one of the authors, theoretical physicist Suvrat Raju:

Our initial evaluation suggested that GPT-6-Astra’s score was in the late eighties followed closely by Opus 5.5 But, as we started to investigate the mistakes that the models might have made, the models, especially Astra, insisted that they were right and that it was the expert-supplied answers that were erroneous. When we went back to the experts it turned out, in multiple instances, that the experts found some subtle errors buried deep inside their calculations. As they revised their answers, Astra’s score started to inch up and it finally ended up with 98% (49/50).

In other words, instead, as originally intended, of the human answers serving as ground truth to test the AI, the AI answers were ground truth for testing the experts. As I commented on twitter, we are at “the fuck” level.

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The secrets of Hohle Fels cave

Photo of an ivory carving depicting a bird, shown from three angles against a black background.

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

- by Aeon Video

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The ladder of knowledge

Black and white photo of overlapping industrial structures with geometric patterns and shadows creating a complex design.

What we claim as ‘true’ is not a ceiling we are forever failing to reach but something that changes as we climb toward it

- by Alexander V Gheorghiu

Read on Aeon

Why I do not use LLMs more

They are so very, very good at matching me to the books I wish to read and the music I wish to listen to.  In this odd sense they are not very sticky.  The LLMs are amazing, but the world is awesome too!  Thus the LLMs keep on sending me away.  There is quality travel as well.

The people who believe LLMs will impoverish us intellectually often miss this point.  And it might also provide a cap on market demand.  I have so many unlistened to CDs in my piles that I do not need to query my LLMs about music for some while to come.

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I-205 Abernethy Bridge hits $885 million

The cost of the I-205 Abernethy Bridge, approved in 2018, based on a cost estimate of $248 million, has just reached $885 million.

The latest cost overruns stem from disputes with Kiewit Infrastructure West, the project contractor and associated delays.

ODOT also “deferred” a key part of the project (soil stabilization to protect bridge columns) and now that bill, estimated at as much as $125 million is coming due.

With a total price of $885 million, the 2,727 foot bridge expansion project (which involved new bridge supports, as well as widening the bridge roadway to accommodate additional lanes), costs about $1.7 billion per mile, ranking it the fourth most expensive projects per mile in the United States (ODOT’s Interstate Bridge Replacement and and Rose Quarter Freeway widening rank first and third most expensive per mile.

This is just the latest installment in a long running series of cost overruns on major highway projects, what we’ve come to call the Oregon Department of Transportation’s “Reign of Error.”

$885 million:  True Cost of the I-205 Abernethy Bridge

In 2018, the Oregon Transportation Commission received a “Cost to Complete” Report for the I-205 Abernethy Bridge, saying it would cost $248 million.  (Contrary to later claims, this was not a slap-dash estimate:  ODOT paid HDR engineers $12 million to undertake a six-month long study, work closely with engineers, allow for inflation, and provide a solid risk-based estimate).  The Commission approved moving forward with the project (hoping it would be paid for with a combination of federal grants and toll revenues (neither of which materialized).  When it opened bids in 2022, the cost of the project soared to $495 million.  Once construction started in earnest, their were a steady series of cost increases, first to $622 million, then. $750 million, and then $815 million.  The project was delayed and became mired in disputes between ODOT and its lead contractor.

At the August, 2026 Oregon Transportation Commission meeting, we learned the new cost of the project: $885 million.  That cost estimate reflects the ongoing dispute with the existing contractor as well as the final plans to undertake a key bit of project work that was postponed several years ago.    The actual cost figures are spread across two slides.  The “Finance Update” slide reveals that the project has received $815 million in funding to date.  The following “needs assessment” slide identifies $70 million in “minimum future additional need.”  Together these represent a total of $885 million.

 

And, as usual, the footnotes to the second slide indicate that costs could go higher still:  ODOT is still working with Kiewit to finish constructing the bridge itself, and still has to do a  final cost risk assessment.

ODOT concealed cost increases by deferring soil stabilization

Even as the cost of the project was rising in 2022, ODOT effectively hid part of the rising cost by postponing a key bit of work until later.  That work, “soil stabilization” involves reinforcing the riverbank and nearby soils to protected the structure integrity of bridge supports–and essential part of the project’s goal of assuring the structure is seismically resilient.  ODOT simply took that part of the project off the books for a period of years–but now has added in back in to the mix.  Staff reports submitted to the Oregon Transportation Commission in August 2026 confirm the delay:

 

The construction contract was originally awarded to Kiewit Infrastructure West Co for $447 million after soil stabilization work was pulled from the project scope and deferred to a future follow-up contract.

ODOT likes to blame “scope creep” for project cost increases, claiming that local governments or others foist additional demands for project features.  But this is essentially the opposite:  ODOT re-writes the scope of a project to make it smaller and cheaper  (at least temporarily), and “defers” work until later.  That bill has now come due, and is about two and a half times more expensive than the $50 million ODOT had budgeted for the soil stabilization work, and could become even more expensive in the coming year.

Abernethy is the Fourth Most Expensive Highway Project, Per Mile, in the Nation

The Abernethy Bridge project helps give Oregon three of the top four spots in the national table of most expensive highway projects.  The Interstate Bridge Replacement and I-5 Rose Quarter Project are first and third most expensive per mile, respectively.  And with its new $885 million price tag, the cost of the newly widened and reinforced Abernethy Bridge works out to about $1.7 billion per mile.  Here is an updated version of our list of most expensive highway projects.  (More details on this research are here).

# State Project Name Total Cost Length Cost / Mile
1 Oregon / Washington Interstate Bridge Replacement (WA/OR I-5) $15.00 Billion ~5.0 mi $3,000.0M / mi
2 New York Brooklyn Queens Expressway Central Project (Brooklyn) $4.00 Billion ~1.5 mi $2,667.0M / mi
3 Oregon I-5 Rose Quarter Improvement Project $3.50 Billion ~1.5 mi $2,333.0M / mi
4 Oregon I-205 Abernethy Bridge $885.00 Million ~0.52 mi $1,701.9M / mi
5 Massachusetts Allston I-90 Multimodal Project (Boston) $2.00 Billion ~1.5 mi $1,333.3M / mi
6 New Jersey New Jersey Turnpike Hudson County Extension $10.70 Billion ~8.1 mi $1,321.0M / mi
7 Connecticut I-84 Hartford Mobility / Replacement Plan $5.00 Billion ~4.0 mi $1,250.0M / mi
8 Louisiana I-10 Calcasieu River Bridge Replacement (Lake Charles) $3.10 Billion ~5.5 mi $563.6M / mi
9 Texas North Houston Highway Improvement Project (I-45) $13.00 Billion ~24.0 mi $542.0M / mi
10 California Highway 37 (Santa Rosa/Vallejo) $11.00 Billion ~21.0 mi $523.0M / mi

x

 

 

 

Desperate for Distraction

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October 14, 2026

According to Ukrainian presidential advisor Serhiy Beskrestnov, last night, without warning, Elon Musk’s SpaceX restricted the speed limits for the Starlink terminals Ukraine’s military uses, known as Starshield, debilitating Ukraine’s drones even as Russian forces launched strikes against Ukraine’s energy and critical infrastructure—the very infrastructure Trump said must be left alone.

As Christopher Miller of the Financial Times reported, Russia launched 39 ballistic missiles and more than 120 drones against Ukraine last night and, just as the night before, Ukraine received no intelligence warning from the U.S. Last night, though, Ukrainian drone operators also found they could not control drones at speeds above 160 kph (about 100 mph). Last night’s barrage was one of the largest attacks of the war, killing at least five Ukrainians and leaving at least 600,000 people without power.

Ukraine president Volodymyr Zelensky noted that “[t]he strike was entirely deliberate and demonstrative in its scale—Russia has never before shown such ostentatious disrespect toward the United States.” He continued: “We ask America and EVERYONE in the world who does not turn a blind eye to reality to respond—and to respond forcefully. Russia has squandered the opportunity for de-escalation and has clearly chosen to continue its insane war of annihilation…. Peace can only come through strength, and we ask America to remember this principle of Reagan’s.”

Ukraine relies on two satellite systems related to SpaceX. One is Starlink, which handles communications, defensive drones, and coordinating ground forces. The other is Starshield, which is used for offensive purposes and is controlled by the U.S. government.

It appeared at first that Elon Musk deliberately sabotaged Ukrainian military operations while they were underway, in defiance of American national security policy. Senator Thom Tillis (R-NC) pointedly wrote to Musk on social media: “[P]lease tell me these overnight disruptions to Starlink terminals in Ukraine were unintended—that [SpaceX] is doing everything it can to fix a temporary glitch.”

He continued: “I’m confident this does not reflect a change in SpaceX policy because if so, intentionally degrading Ukraine’s ability to defend itself might be construed as aiding and abetting a mass murderer. Can you confirm that’s not SpaceX’s intent?”

This would have been at least the second time Musk had used his power over communications to weaken Ukraine. In 2025, Joey Roulette, Cassell Bryan-Low, and Tom Balmforth of Reuters reported that in 2022, as Ukraine was retaking land Russia had invaded, Musk ordered engineers to deactivate Starlink in crucial areas, leaving the Ukrainian military without communications and hamstringing their ability to gather intelligence or aim at targets.

One of the people who told the journalists about Musk’s 2022 order noted that Musk had been able to reshape the front lines of the battle and that he had taken “the outcome of a war into his own hands.”

SpaceX is a defense contractor for the U.S. government, currently receiving more than $16 billion through NASA, the Department of Defense, the Space Force, the National Reconnaissance office, and the Space Development Agency, with as much as almost $30 billion forthcoming if it exercises all its options. SpaceX operates the U.S. military’s primary satellite communications—the same system limited last night in Ukraine—and launches most of the classified intelligence satellites for the U.S.

Musk has spent about $366 million so far to swing the midterm elections toward Republicans, and SpaceX’s undermining of Ukraine supports Trump’s effort to help Russia’s president Vladimir Putin fund his ongoing attacks. That support for Russia flies in the face of traditional U.S. alliances with the democratic nations of Europe, instead isolating the U.S. alongside autocratic Russia.

But after a furious outcry today about the failing communications service that left Ukraine vulnerable to Russian attacks, Musk called out the difference between Starlink and Starshield to blame the change on Trump.

He wrote: “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately [the President of the United States].” Then he added: “Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”

Barak Ravid of Axios reported that both systems—Starshield and Starlink—were restricted.

Ravid also reported that, while Musk blamed Trump for the service slowdown, the White House claimed it had no control over SpaceX, thereby putting the blame for the deadly slowdown on Musk.

The fact that this was the only response of the White House to the profound betrayal of U.S. ally Ukraine tells its own story. Senator Jeanne Shaheen (D-NH), the top-ranking Democrat on the Senate Foreign Relations Committee, noted today that: “The Pentagon is…required to notify Congress if it pauses or downgrades intelligence sharing with Ukraine. If that happens, [Defense Secretary Pete Hegseth] must provide that immediately.”

Foreign affairs journalist Laura Rozen noted that Representative Jim Himes (D-CT), the top-ranking Democrat on the House Intelligence Committee, said the committee has received no such notification and is trying to find out more information.

While Musk and Trump blamed each other for the technological shift that benefited Russia, Ukraine president Volodymyr Zelensky was in London, conferring with Prime Minister Andy Burnham and King Charles III. At 10 Downing Street, the official residence of the prime minister, a gathered crowd greeted him with enthusiastic applause.

The official readout of their meeting revealed their agreement that “Russia had no interest in peace” and noted “Russia’s blatant indiscriminate attacks on civilians and energy infrastructure since President Trump called for an energy ceasefire.”

This evening, Henry Foy, Paola Tamma, Christopher Miller, and Amy Mackinnon of the Financial Times reported that last week, Trump asked European countries to thaw Russian assets that were frozen after Russia’s invasion of Ukraine and to transfer those assets to a vehicle controlled by the United States in order to revive peace talks. European officials declined, but the very idea added to questions about U.S. intentions.

At home, Trump is taking authoritarianism out for a spin.

John McCormick, Michelle Hackman, and Sadie Gurman of the Wall Street Journal reported this evening that the goal of administration officials in investigating the citizenship paperwork of Representative Ilhan Omar (D-MN), filled out by her father when she was a child in the 1990s after the family arrived in the U.S. from a refugee camp in Kenya, is to find a way to strip her of her U.S. citizenship and deport her. In their search on Monday, federal agents took Omar’s cellphone, notebooks, personal computers, and passport.

Omar is running for reelection with Election Day less than a month away. Department of Justice rules caution prosecutors against taking any action that could affect an election, or even create the perception that they are trying to do so.

At a rally today in Bullhead City, Arizona, Trump doubled down on culture war tropes when he told attendees that they must vote for MAGA Republican Andy Biggs because Democrats want to “raise your taxes,…annihilate your very secure borders, decimate Arizona jobs, mutilate your children. They want to mutilate, cut your children. It’s unbelievable what they do…. Your son leaves as Jimmy and comes back home in three days as Janet. And they don’t even ask you.” He urged them to “defeat the Democrat communists and vote for more money in your pockets, bigger paychecks for your families, lower taxes, less crime, a booming Arizona economy…. All you have to do is vote Republican and you’re going to have all that and more.”

But new numbers from the Bureau of Labor Statistics released today showed inflation up again last month, reaching 3.7%, up from 3.4% in August. Politics and national security scholar Nicholas Grossman noted: “In the supposedly horrific year of 2024, monthly inflation averaged 2.9% and was trending down rather than up.”

Morning Joe economic analyst Steve Rattner explained today how Trump and a couple dozen insiders have made almost $2 billion on Trump’s meme coin, while about 2 million Americans lost $4.3 billion. “It’s like buying a pet rock just to lose a lot of money,” he observed.

Gabe Kaminsky, Madeleine May, and Steve Reilly of CBS News reported today that more than half of the people competing for seats at Trump’s next coin dinner use cryptocurrency exchanges that bar U.S. customers, meaning they likely belong to people outside the U.S. The November 22nd dinner will include the top 185 holders of the $TRUMP meme coin.

Zach Everson, a researcher for the progressive consumer rights advocacy group Public Citizen, told the CBS News reporters: “Foreign actors used to need a back door to try to influence a president.” Now, though, “Trump is holding the front door open and inviting them in for a steak dinner.”

U.S. District Court Judge Timothy J. Kelly, a Trump appointee, ruled yesterday that Trump had banned more than 70 journalists from CNN, MS NOW, and Politico from the White House press room because he wanted more favorable coverage. That ban violated both free speech and due process, Kelly ruled, and he said Trump could not ban the organizations from the White House, although he did not address whether the administration could bar reporters from Air Force One or the Oval Office.

Kelly noted that both free speech and due process are protected by the Bill of Rights, as the first ten amendments to the U.S. Constitution are known. The Justice Department says it will appeal. David Folkenflik of NPR noted that after the five major television networks—ABC, CBS, CNN, Fox News, and NBC—rallied together when Trump banned CNN, the Department of Justice announced it is investigating the networks for breaking antitrust laws.

Yesterday Trump posted two videos of people being mauled by lions and tigers. Last night, just before midnight, in the style of strongmen trying to prove they are supermen, he posted an AI video of himself warning a tiger off, then chasing the tiger, tackling it, dominating it, and finally playing with the now docile animal.

—

Notes:

https://www.ft.com/content/37085602-726a-44dc-a859-51caab38eb75?syn-25a6b1a6=1

https://www.latimes.com/world-nation/story/2026-10-14/sudden-starlink-limits-sap-ukraine-drone-power-as-kyiv-fears-u-s-intelligence-squeeze

https://www.axios.com/2026/10/14/ukraine-starlink-zelensky-spacex-musk-trump

https://www.reuters.com/investigations/musk-ordered-shutdown-starlink-satellite-service-ukraine-retook-territory-russia-2025-07-25/

https://fed-spend.com/blog/spacex-government-contracts-nasa-dod-space-force

https://www.thedailybeast.com/us-government-cant-allow-elon-musk-the-power-to-intervene-in-wars

https://www.nytimes.com/2026/10/12/us/politics/elon-musk-midterms.html

https://www.washingtonsun.com/foreign-policy/lawmakers-fume-breakdown-us-intelligence-sharing-ukraine-russia-starlink-starshield

https://starlink.america2.news/?r=r3-3b309b

https://www.gov.uk/government/news/pm-meeting-with-president-zelenskyy-of-ukraine-14-october-2026

https://www.ft.com/content/54353d3a-afed-4fec-985a-50f3dfb9be8e

https://www.business-standard.com/world-news/us-proposes-unfreezing-russian-assets-to-revive-ukraine-peace-talks-report-126101500156_1.html

https://www.wsj.com/politics/policy/ilhan-omar-investigation-aims-to-build-case-for-stripping-her-citizenship-6adf1edc

https://www.lawyersgunsmoneyblog.com/2026/10/find-the-woman-and-ill-find-the-crime

https://www.democracydocket.com/news-alerts/federal-agents-raid-democratic-congressmembers-home-weeks-before-election-day/

https://www.cnn.com/2026/10/14/economy/us-cpi-inflation-september

https://www.cbsnews.com/news/trump-meme-coin-dinner-foreign-top-bidders/

https://www.npr.org/2026/10/14/nx-s1-6001398/white-house-media-ban

YouTube:

watch?v=YKRA0PF74b0 (At 1:02)

Trump’s Truth:

statuses/42322

X:

ZelenskyyUa/status/2110248974485463412

SenThomTillis/status/2110425803804561462

michaeldweiss/status/2110448524223504671

SFRCdems/status/2110479473090978086

lrozen/status/2110540819451216185

Bluesky:

adamjschwarz.bsky.social/post/3mxsy6s4nt22m

nytimes.com/post/3mxu2vxivyw2z

ronfilipkowski.bsky.social/post/3mxtpelevxs2q

ronfilipkowski.bsky.social/post/3mxulgodu4k2t

united24media.com/post/3mxtymmzzo42z

united24media.com/post/3mxttmxgjre2a

nicholasgrossman.bsky.social/post/3mxtmgfxwgk2j

steverattner.bsky.social/post/3mxub26pjs22t

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My excellent Conversation with Liaquat Ahamed

Here is the audio, video, and transcript.  Here is part of the episode summary:

They start with that puzzle before moving through Gladstone’s startlingly self-interested bet on Egyptian bonds, Bismarck’s role in destroying bimetallism and deflating the world economy for two decades, whether a global silver or symmetallic standard could have worked, Britain’s fateful decision to re-peg the pound to gold in 1926, Hjalmar Schacht’s transformation from the economist who stabilized Weimar’s currency to opportunist collaborator with the Nazi regime, Montagu Norman’s spiritualist beliefs, why the 1920s produced such a creative cultural moment, lessons from the IMF on Ireland’s housing bubble and Pakistan’s two dozen bailouts, what went wrong in the eurozone crisis, Britain’s baffling modern stagnation, and finally to his own restless career — from the World Bank to a failed Iraq film to Ismaili Islam’s uniquely progress-oriented leadership structure, and what he wants to write next.

We open thus:

COWEN: I have a general question about how your work fits together. Your book Lords of Finance, it convinced me that financial crises really matter, and your new book, 1873, almost convinced me that financial crises don’t really matter, because the world just keeps on growing. What makes the difference for when, historically speaking, crises will really matter?

AHAMED: I think the first book, Lords of Finance, was about the financial crisis that really plunged the world into a Great Depression. The second, 1873, is about a crisis that didn’t actually plunge the world into a terrible great depression, but what it did was cause a sequence of effects throughout the world which damaged the political economy of the world for the next 20 years. A better title would have been The First Great Deflation.

COWEN: We’re supposed to believe that deflation is bad, nominal wages are sticky. This was a pretty slow deflation, but by one measure, the major world economies are growing 2.5 percent over the next 20 years from 1873 onwards. How did we adjust so well to this?

AHAMED: Because prices were flexible. Nominal wages went down. I think the distributional consequences and the political impact of those distributional consequences were much more damaging than the pure economic consequences.

COWEN: In the 1920s, and a bit afterwards, of course, you could say politics goes crazy in many countries, most of all in Europe. After 1873, would you say politics went crazy, or it just continued along its 19th-century path?

AHAMED: No, I don’t think it went crazy, but it wasn’t a happy time politically—it’s populism in the United States, the resurgence of protectionism in Europe, the retreat from liberal ideas, the revival of imperialism by Britain when it invaded Egypt. Those were not happy things that happened.

And this:

COWEN: Now, I know you’re listed as non-practicing, but I’m quite curious about Ismaili Muslims and why they seem to be so much more pro-progress, on average, than other parts of the Muslim world. Do you have a view on this?

AHAMED: Yes, very much so, because of our leadership. We Ismailis believe in the leadership of a man, the Aga Khan. We believe he’s the direct descendant of the Prophet Muhammad, and he sets the agenda for the whole community. Many, in the old days, people believed he was divine or he had divine spirit. I don’t think many people believe that anymore, but he’s invested with so much moral authority that if he says, move to Africa, big chunks of the community will do that. He has charted an incredibly enlightened direction for the community. It’s not very large. There are maybe two or three million Ismailis in the world.

COWEN: You think it’s that the Imam is nonhidden that’s useful because he’s a source of ongoing change?

AHAMED: Yes. That was the whole rationale for Shiism.

Interesting and substantive throughout, recommended.

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Wednesday 14 October 1663

Up and to my office, where all the morning, and part of it Sir J. Minnes spent, as he do every thing else, like a fool, reading the Anatomy of the body to me, but so sillily as to the making of me understand any thing that I was weary of him, and so I toward the ’Change and met with Mr. Grant, and he and I to the Coffee-house, where I understand by him that Sir W. Petty and his vessel are coming, and the King intends to go to Portsmouth to meet it. Thence home and after dinner my wife and I, by Mr. Rawlinson’s conduct, to the Jewish Synagogue: where the men and boys in their vayles, and the women behind a lattice out of sight; and some things stand up, which I believe is their Law, in a press to which all coming in do bow; and at the putting on their vayles do say something, to which others that hear him do cry Amen, and the party do kiss his vayle. Their service all in a singing way, and in Hebrew. And anon their Laws that they take out of the press are carried by several men, four or five several burthens in all, and they do relieve one another; and whether it is that every one desires to have the carrying of it, I cannot tell, thus they carried it round about the room while such a service is singing. And in the end they had a prayer for the King, which they pronounced his name in Portugall; but the prayer, like the rest, in Hebrew. But, Lord! to see the disorder, laughing, sporting, and no attention, but confusion in all their service, more like brutes than people knowing the true God, would make a man forswear ever seeing them more and indeed I never did see so much, or could have imagined there had been any religion in the whole world so absurdly performed as this. Away thence with my mind strongly disturbed with them, by coach and set down my wife in Westminster Hall, and I to White Hall, and there the Tangier Committee met, but the Duke and the Africa Committee meeting in our room, Sir G. Carteret; Sir W. Compton, Mr. Coventry, Sir W. Rider, Cuttance and myself met in another room, with chairs set in form but no table, and there we had very fine discourses of the business of the fitness to keep Sally, and also of the terms of our King’s paying the Portugees that deserted their house at Tangier, which did much please me, and so to fetch my wife, and so to the New Exchange about her things, and called at Thomas Pepys the turner’s and bought something there, and so home to supper and to bed, after I had been a good while with Sir W. Pen, railing and speaking freely our minds against Sir W. Batten and Sir J. Minnes, but no more than the folly of one and the knavery of the other do deserve.

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How mini-constellations could more quickly bring new tech to Europe, and to orbit

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When the European thermal-imagery company constellr began working with Space Inventor on its next generation of satellites, some of the most important details of the spacecraft had yet to be […]

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They Know What They’re Doing Is Widely Thought to Be Wrong and Illegal

Consider this confession of sorts by White House advisor and bigoted asshole Stephen Miller (boldface mine):

[Stephen] Miller doesn’t think the pardons are going to be enough to protect him, according to people who’ve spoken to him about the matter since last year.

In these private, candid moments, Miller has told others that he’s convinced Democrats are going to be coming after him, his family, and his colleagues maybe for the rest of his days. Miller has talked about civil lawsuits, and Capitol Hill investigations and subpoenas – but perhaps the thing that stands tallest in his mind is local and state prosecutors who he says want to put him in a “prison cell.” Federal pardons can make it harder to prosecute former U.S. appointees locally, but such clemency does not preempt local and state prosecutions and investigations in the same way that it would federal probes.

Miller has also privately said he’s worried that Democratic members of a future federal administration may try to get creative, and hunt for ways to get around Trump’s federal clemency actions. (Trump himself, thanks to his far-right pals on the Supreme Court, enjoys an expanded protection of presidential immunity; his underlings, however, don’t enjoy the same privileges… at least not yet!) Miller has also lamented the possibility that liberals will be filing lawsuits against him for years, if not decades, and complained about how the left will try to use “lawfare” to bleed him and his wife – former Trump official and current right-wing lifestyle podcaster Katie Miller – dry financially. (The Millers have a lot of money between them, and they lead at times extravagant lives and enjoy projecting an image of being some of the nation’s top MAGA socialites. Furthermore, multiple sources who’ve dined at different homes that the Millers have resided at over the years say their food was made by a private chef.)

Politicians in states like Illinois and Minnesota have all but told Miller to preserve his records.

I think much of this is a form of self-projection: this is the kind of thing Miller himself would do, so he thinks his political opponents will do this to him. I have seen little from professional Democrats over the years to think they will do this–though there have been a handful of state level Democrats who have been more aggressive. I really hope I’m wrong though and Miller receives the (belated) justice he deserves.

Nonetheless, while Miller might think he is doing the (Dark) Lord’s work, he knows that millions of Americans think he is a de facto and likely de jure criminal. I imagine most of them do at some level.

Links 10/14/26

Links for you. Science:

The Plague That Never Wasn’t
Helen Branswell, whose reporting on infectious diseases and public health drew acclaim, dies at 69
The plague never went away. Cases are reported in parts of Africa and the US nearly every year
T-cell research reveals paths to better vaccines for COVID-19 and beyond
No Synagogues, but Signs of Fishing 20,000 Years Ago in Northern Israel
Archaeologists Reveal Huge Stretch of Ancient Lower Aqueduct Into Jerusalem
Since 1988, the world-famous Long-Term Evolution Experiment reveals how chance and adaptation intertwine

Other:

Trump administration unveils plan to tie high birth and marriage rates to transit funding
A New Approach to Public Safety Is Reshaping American Cities
So Much For Abundance
Ten pandemic-era dining sheds that show “wildly different tastes” of New Yorkers
Kushner and Witkoff’s Pipe Dreams
Viral AI-Generated Comedian Steals Jokes And Is Rewarded With Millions Of Views
Calling for Satan? Wrong Number. Capitol Hill Books sells books. Your lawmaker doesn’t work there, and neither does the Antichrist.
What is a Public Option?
AI’s Supercharging a Scam Economy Bigger Than the Cocaine Trade
Roger Marshall keeps blurring the line between taxpayer dollars and campaign cash
‘Furious’ judge halts tree removal, demands answers on Trump’s D.C. golf plan
AI coding agents generate more code, but not more software
Hundreds of Trees Cut, a Judge Furious: The Battle Over East Potomac Park Escalates
It’s 2026. Do You Know Who Your Landlord Is?
MAGA’s anti-Talarico smear blows up in their faces
The happiest countries in the world, according to Gallup data
Metrorail’s driverless future is WMATA’s best hope for organizational reinvention
Students created a program to make walking safer — and schools are now using it
Rahm Emanuel knows nothing about accountability. He’s against impeaching Trump. As usual, he’s wrong.
The Confusing Story of the Samaritans and the Jews: Who Split From Whom?
A senator facing reelection settles a bakery bill, 6 years later
Watching sports on TV has gotten too complicated — and expensive
“Where you come from is gone, where you thought you were going to never was there, and where you are is no good unless you can get away from it.”
OpenAI engineer arrested in bugging of executive conference room
Trump is conditioning foreign aid on deals. The State Department’s new approach to foreign aid is changing the way the Centers for Disease Control and Prevention works abroad.
Elon Musk Is the Midterms’ Biggest Disinformation Risk
Blakeman Launches Graphic Attack on Mamdani in Meeting With Hasidic Jews
AI Company Lets Cops Pinpoint Specific Houses Based on a Single Interior Photo
Oklahoma cleared homeless encampments. A year later, some people are back.
Canadians are still boycotting Las Vegas. The Sin City slump is now a major election issue

Planet Database

Atmospheric transmission spectroscopy has revealed that the sunsets from the observatory are really pretty.

China fact (?) of the day

A monograph by Yi Fuxian, a University of Wisconsin-Madison demographer and longtime critic of China’s population policies, argues that China’s actual population may be closer to 1.27 billion—not the 1.4 billion officially reported. The gap would be as much as 130 million people, roughly the population of Mexico. And Yi argues the distortion has warped strategic thinking in both China and the U.S., feeding overconfidence in Beijing and anxiety in Washington.

To make his case, Yi points to evidence in the country’s health and education records. Every newborn in China is required to receive a BCG tuberculosis vaccine within 24 hours of birth. Because multi-dose vials must be discarded 30 minutes after opening, each vial yields only about 1.2 to 1.6 usable doses in practice. Between 2018 and 2020, he noted, the government approved roughly 5.8 million vials a year. Yet official statistics claimed more than 14 million births annually. That would mean each vial somehow vaccinated 2.4 babies, which Yi said would be medically and practically impossible nationwide.

Yi also points to discrepancies in the reported size of individual birth cohorts. For instance, the National Bureau of Statistics said 17.7 million babies were born in 2000. But when that cohort reached age 10 in the 2010 census, only about 14.4 million were counted. By the time they graduated middle school in 2015, only about 14.2 million walked across the stage. About 3.5 million people from a single year were unaccounted for.

Yi said he cross-checks census records against school enrollments, hospital births, vaccine batches and household registrations. The picture that emerges, in his analysis, is a pattern of systematic inflation across multiple data sources.

Here is more from the WSJ, via Bob Davis.

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Your Quick Primer on Katie Zacharia’s False Claim to Have Taken the Bar in China

Since I was revising the post below as I got more information, here’s the latest on White House Press Secretary Katie Zacharia’s apparent claim to have taken the bar exam in China.

Judd Legum revealed yesterday that notwithstanding Trump’s and Zacharia’s claim that she was an attorney, it doesn’t appear that she ever took or passed the bar in the U.S. Today reporters pressed her on whether this was true. Had she passed the bar? In what state? Zacharia responded that she took it “when I moved to China.” Reporters took that, understandably, to mean that she took the Chinese bar exam when she lived there between 2011 and 2013. The Washington Post reported, for instance, that Zacharia “said she had passed a bar exam in China, a country where noncitizens aren’t allowed to practice in courtrooms.” But it’s more than that. Foreign nationals are not allowed to take the Chinese bar exam or practice law in China under any circumstances. Her LinkedIn bio says she worked at a Chinese law firm, Zhong Lun, while living in China. And that is possible. I assume it’s true. Foreigners can work at Chinese law firms but only for the purpose of advising on the law in the countries in which they are licensed to practice law. They are specifically barred from advising clients on Chinese law. I don’t know whether not having passed the bar in the U.S. would have been an issue on that front or not. Bottom line: In her first day on the job Zacharia gave everyone the impression that she took the bar exam in China. But that’s not true. Because she would not have been allowed to.

Thoughts on Brown Dwarfs, Science Fiction and New Telescopes

Here’s an interesting notion, courtesy of science fiction writer Jack McDevitt. Jack’s story “Lighthouse” (available in Cryptic: The Best Short Fiction of Jack McDevitt (Subterranean Press, 2009) posits an apparently normal brown dwarf that, upon closer study, turns out to be deeply anomalous, in ways that seem designed to call attention to it. There appears to be no intent to establish contact but rather to warn anyone traveling near the object that there is a solitary black hole, all but undetectable, in its immediate vicinity.

And there is not just one brown dwarf, but several thousand that display similar anomalies in their spectra, as determined by a survey of these stars throughout the galaxy. Could these markers be a warning system for interstellar travelers? Written with Michael Shara, the story is a nice, compact bit of hard science fiction, working with realistic spectroscopic analysis and ingenious speculation. It’s also realistic about the kind of non-scientific pressures astronomers can face. Here the characters are wrangling over the unusual role deuterium plays in the spectra as they try to make sense of what they are seeing:

“I don’t buy it, Kristi,” Greg said. She had him on the vid relay, from his office. “There’s got to be a natural mechanism at work. Maybe high pressure chemistry. Maybe magnetic fields. Maybe radiative levitation. Geochemical processes can concentrate minerals by orders of magnitude on Earth, so why not deuterium on the surfaces of brown dwarfs under far more exotic conditions?”

He sounded really concerned. It was why she liked him so much. He was worried about what would happen to her career if she tried to go public with her notion. She imagined it was hard for him not to say, You’re skating at the edge of academic disaster. Blow your reputation now and you’ll always be at the fringe.

I like that bit. It wasn’t so long ago that writing about starships in a scientific journal was unusual, but these days we have many theorists pushing propulsion concepts and speculating on Fermi questions. Anyway, I notice that Jack’s story “Cool Neighbor” is freely available online. It’s another look at a brown dwarf, this one close indeed, and it reminds me of my own certainty that we would find a dim object like this within a light year or less. Alas, it was not to be, as the WISE data made clear, but we did find a lot of interesting objects, including Luhman 16 whose members are the closest brown dwarfs in the inventory.

Image: Untold numbers of brown dwarfs roam the cosmos, like the one in this artist’s concept. But only a few dozen have been studied in detail with space-based telescopes. With the help of NASA’s SPHEREx, scientists are in the process of analyzing thousands more. Credit: NASA/JPL-Caltech.

Luhman 16 B, is to my knowledge the first brown dwarf to have its weather mapped, which fits nicely with the recent news about WISE 0855, a brown dwarf not all that much further away than Luhman 16 at 7.5 light years. In the just released study, WISE 0855 is subjected to atmospheric analysis that shows water clouds changing in thickness as the time series work proceeds. Brittany Miles (Steward Observatory, University of Arizona, Tucson) took spectra of the object every 15 minutes for 11 hours, to reveal not just the movement in the water clouds but processes of deep convection bringing up gases from below.,

We have JWST to thank for the find, as Miles notes:

“This is the first time we’ve been able to confirm that water clouds are becoming thinner and thicker on a nearby world. Before JWST, we only had photometry, which mixed up the effects of clouds, chemistry, and temperature all together. Now we can actually distinguish them.”

WISE 0855 is hard to distinguish from a free-floating planet, given that its effective temperature (265 K) is not all that much warmer than Earth’s. Churning carbon monoxide and phosphine are what is currently identified in the data as rising from below thanks to the heat within the object. The same process of convective churn is seen on Jupiter and is tracked on this brown dwarf with the greatest clarity yet, a molecule-by-molecule variation seen in real time. WISE 0855 doesn’t look like Jupiter but it displays similar weather patterns.

Brown dwarfs are ubiquitous these days, but I still remember the announcement of Teide 1. This object, in the Pleiades cluster, turned up in data from the IAC-80 telescope in Tenerife (Canary Islands), with the paper published in 1995 in Nature. Shortly followed by Gliese 229B, the object launched the study of remarkably low temperature stars, now classified in ways that sometimes muddle the distinction between planet and star. How far we’ve come since then. Have a look at the just released image from SPHEREx, which is only a partial look at the thousands of brown dwarfs that are being identified.

Image: As it maps the sky, NASA’s SPHEREx telescope is finding thousands of brown dwarfs hiding in the dark. A selection is shown in this collage of observations, listed by spectral type, distance, and temperature in degrees Kelvin. Credit: Zafar Rustamkulov/NASA/JPL-Caltech.

SPHEREx (Spectro-Photometer for the History of the Universe, Epoch of Reionization, and Ices Explorer) is making the case that brown dwarfs have a range of atmospheres rich in chemistry that show striking similarities to gas giants. The image above is drawn from SPHEREx infrared observations of 37 nearby brown dwarfs with a wide range of temperatures, from 2200 degrees Celsius (2477 K) to -20 degrees Celsius (253 K). Water, carbon dioxide, carbon monoxide and methane turn up in the analysis of their atmospheres.

Launched in March of 2025, SPHEREx is engaged in mapping the entire sky in near-infrared light, taking on the order of 3600 images per day. The instrument is multi-purpose, its major goal being to study the distribution of galaxies in the distant universe. But the brown dwarf component makes it possible to observe atmospheric chemistry across a wide range of temperatures in these objects. Although the paper deals with a relatively small number, thousands more brown dwarfs are now being analyzed. Lead author Zafar Rustamkulov (Caltech) adds:

“From orbit, SPHEREx sees wavelengths of light that are basically impossible to see with telescopes on the ground because water in Earth’s atmosphere absorbs them. We are picking up light from the deep, red clouds of brown dwarfs all over the sky.”

Image: Thanks to its spectral coverage, NASA’s SPHEREx is revealing molecules like methane (CH4), carbon dioxide (CO2), and carbon monoxide (CO) in brown dwarf atmospheres. The telescope’s view of three different brown dwarfs appears on the left; the depictions on the right imagine them as Jupiter-like worlds. Credit: Zafar Rustamkulov/International Gemini Observatory / NOIRLab / NSF/ AURA, M.H. Wong (UC Berkeley) et al. Acknowledgements: M. Zamani.

Rustamkulov also notes how the absorption patterns in these spectra change as brown dwarfs age and grow cooler, with some of the objects in the SPHEREx data showing thinning clouds and increasingly methane-rich atmospheres. He adds:

“The state-of-the-art models are capturing the general chemical trend, but when it comes to these cloudy transitions, the models are struggling to match the data. No two brown dwarfs are alike. Even at the same temperature, their spectra look quite distinct.”

Indeed. The paper comments that “state-of-the-art brown dwarf model grids generally fail to trace their complex features.” So exactly where are we right now? From the paper:

…the models generally approximate the smoothly coherent abundance trends of CO and CO2 as they are converted to CH4 with declining temperature and increasing age. We also show that the addition of clouds does not improve Diamondback model fits (see Figures 14 and 15), especially at the cloudy L/T transition (see Figure 7), implying the need for more theoretical work connecting clouds with chemistry. Optimistically, the models seem to qualitatively represent the low-gravity and low-metallicity L dwarfs (see Figures A2, A3, A4, and A5, which probe a more extreme regime of parameter space.

So we’re beginning to unlock some of the secrets of brown dwarf atmospheric chemistry, but as you would expect, our existing models need to be tuned up in this new era of rapidly multiplying observational data. I’m reminded by the last several posts here that any graduate student looking for abundant challenges might want to consider dwarf possibilities, from white to brown, as both categories are yielding data we are only now able to explore. The exoplanet landscape around these objects is particularly frothy with potential.

The paper on WISE 0855 is Miles, et al., “Water Cloud and Chemical Modulations in the Coldest Brown Dwarf,” accepted at The Astronomical Journal (preprint). The SPHEREx paper is Rustamkulov et al., “SPHEREx 0.75–5 μm Spectra for a Sequence of Nearby Brown Dwarfs,” The Astrophysical Journal Vol. 1009, No. 2 (28 September 2026). Full text.

The Future of AI Cryptanalysis

Matthew Green has been writing a rather pessimistic series of posts about the potential for AI systems to vastly outperform humans in cryptanalysis of both symmetric and public-key ciphers.

I am more optimistic than he is. That is, I have stronger faith in the over-engineering cryptographers tend to do. I am trying to write this up in more detail.

Cyberattack on Connected Fridges in France

Another IoT cyberattack, this one in France:

Hackers gained control of the software that regulates the temperatures of the refrigeration units, forcing some to warm to 50C (120F) overnight, according to one supermarket chain affected.

[…]

Normally, supermarket freezers go through a short period of defrosting overnight, in which temperatures rise slightly. But the hackers ordered the units to heat up and stay hot, although Danfoss did not confirm any reports about just how warm the fridges and freezers could become in that process.

Danfoss said the affected cold units were older models whose security software could not be updated to ward off a risk they had identified.

Any IoT device that can’t be updated is vulnerable. And, probably, any IoT device that can be updated is also vulnerable.

Upcoming Speaking Engagements

This is a current list of where and when I am scheduled to speak:

  • I’m speaking at ATTENTION: Democracy, Rebuilt in Montreal, Quebec, Canada. The event runs October 21–23, 2026, and my talk is on Wednesday, October 21.
  • I’m speaking at the University of Toronto in Toronto, Ontario, Canada, at 5 PM ET on October 22, 2026.
  • I’m speaking at [un]prompted in San Francisco, California. The event runs October 27–29, 2026, and my talk is at 11:35 AM PT on Thursday, October 29.
  • I’m speaking at the Catalyst Summit in Brampton, Ontario, Canada, on Wednesday, November 18, 2026.
  • I’m speaking at QT Qonference 2026 in Toronto, Ontario, Canada, on Thursday, November 19, 2026.

The list is maintained on this page.

Wednesday assorted links

1. Planets more habitable than Earth? (NYT)

2. Those new service sector jobs: “Cambiar de vida: cómo irte a contar pingüinos en la Antártida por hasta 2500 euros al mes.”

3. AI song about the China Shock debate.

4. “An amusing result of this new survey is that Democratic-voting workers had a startlingly high net-favorable view of Socialism while also saying that taxes were too high and they oppose government ownership stakes in companies.”

5. “Fewer then 5 innovations could return 1920s era growth.”

6. Anthropic is hiring economists and political scientists, to teach their models those topics.

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Robots Like Us - EP 92 Andrew Kiguel and Matt McMullen From Realbotix

Our guests this week are Andrew Kiguel and Matt McMullen from Realbotix.

Realbotix makes humanoid robots that actually look like humans. McMullen, who founded the company, has spent years refining the animatronics and materials needed to create lifelike machines. His past creations have received tons of media attention both because they’re striking and because they veer into companionship and sex territory.

Lars and the Real Girl? Yep, that’s Matt’s work.

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Realbotix, though, is an attempt to take the technology in a different direction. The company has made AI-infused bots that it wants to put to work out in the world. The bots could greet guests at hotels, provide information at hospitals or perhaps tutor students at schools. The Realbotix bots can carry on conversations and use vision systems to recognize people and take in their surroundings.

We conducted this interview in Las Vegas where Realbotix has its headquarters. In a future video on our YouTube channel, which is awesome and you should subscribe to, I head out into Vegas with a bot named Aria, and we have a delightful afternoon together.

Some of you will think these robots are weird. And I get this.

I will, however, add that most of the humanoids out there are very boring. Companies have focused on what the robots can do rather than what they look like. The folks at Realbotix, by contrast, have put a lot of time and energy into trying to figure out how humans and robots will interact and progress together. We get into all of this on the show.

SPONSOR

Some of you will be wondering, “Is this episode sponsored?”. Yeah, it is. By the wonderful people at Brex.

I’ve worked at large companies like The New York Times and Bloomberg, and their expense systems were terrible. Brex’s expense management systems, by contrast, are fantastic. AI agents run around taking care of tons of stuff for you and give you back your time.

Your company should switch to Brex to make life better for everyone. Find out more here.

TIMESTAMPS

0:00 Intro
3:31 Robots Built for Conversation
5:58 An Artist Builds a Robot
15:31 Faces You Can Swap
23:40 What Does a Robot Cost?
26:17 Giving the Robot a Personality
28:32 The RealDoll Question
33:32 Can Robots Ease Loneliness?
43:52 Hotel Clerks and Robot Tutors
46:41 Hands, Eyes, and Memory
56:31 Escaping the Uncanny Valley
1:04:41 China and the Robot Bubble
1:09:24 How Unfiltered Should AI Be?

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Nerobefehl Nation

The Fiddle That Never Played: Why We Get Nero Wrong - English Plus Podcast

By the middle of March 1945 even Adolf Hitler knew that the war was lost. Soviet forces were within 45 miles of Berlin. American forces had crossed the Rhine and were well on their way to encircling the remaining German defenders. But Hitler didn’t believe that he had failed. He believed that he had been failed by the German people.

So on March 19 he issued the “Decree concerning demolitions in the Reich territory,” which has come to be known as the Nerobefehl or Nero decree. It ordered the destruction of Germany’s own infrastructure — supposedly to deny that infrastructure to the Allies, but the obvious purpose was to punish his own country.

Fortunately, Albert Speer and other Nazi officials didn’t carry out the order, although they apparently didn’t tell Hitler what was (not) happening.

Why am I recounting this history? Obviously because I’m thinking about what will happen after the midterms.

All indications are that Republicans are headed for massive defeat in elections that Trump has deliberately made a referendum on himself: “MAGA, pretend that I am on the ballot.” So what will he do when Americans show what they really think of him?

He will, of course, claim that the election was rigged and try to overturn the results. Assuming that he fails, however, then what?

Loss of Congress will limit Trump’s power, but by no means eliminate it. Above all, he will retain immense capacity to inflict destruction on America, not to mention America’s allies.

Over the past few days, according to President Zelenskyy, Ukraine has received no warning from the West about impending Russian missile strikes. This could reflect technical problems. But anyone dismissing the possibility that Trump is trying to punish Ukraine for daring to deny victory to his friend Vladimir Putin must have slept through the past two years.

At home, Trump officials suddenly cut down hundreds of trees at a public golf course in Washington. Trump has long wanted to remake that golf course to his own taste, but that’s unlikely to happen given the political winds, and in any case there was no need to rush the destruction. This was almost surely an act of spite, of deliberate act vandalism, undertaken precisely because Trump knows he won’t get his way.

And while a few hundred trees are not in themselves that big a deal, they represent the shape of things to come.

Think of the Kennedy Center, a national icon that Trump is destroying because he can’t put his own name on it, as the model for what is all too likely to happen to America over the next two years.

Can Democrats stop the coming reign of destruction? Unfortunately, a corrupt, partisan majority on the Supreme Court, invoking the “unitary executive” theory, has given Trump a huge amount of untrammeled power, especially because he is surrounded by minions — many approved by supine Republicans in Congress — who are willing, even eager to break the law. And he is also backed by oligarchs with vast resources who will continue to enable his attack on democracy even if their billions in political spending aren’t enough to buy this election.

But one thing Democrats can do is make it clear that everyone who aids and abets Trump in his Neroism can and will be held accountable to the full extent of the law. At this point anyone who says something like “We should look forward, not back” is making it significantly less likely that we will have anything to look forward to.

MUSICAL CODA

Kidney exchange in India at a national scale: a growing consensus

There's growing consensus in India on moving towards a nationwide kidney exchange program. 

Kute V, Kumar A, Balwani M et al.
Operational guidelines for kidney swap transplantation in India: an ISOT-NOTTO Delphi consensus
The Lancet Regional Health – Southeast Asia, 2026; 0 

 

 

 Among the consensus recommendations is this one, which summarizes the general positive tone adopted for national kidney exchange.

"Each transplant center should initiate and expand swap transplantation, given that it is legal, cost-effective, yields better outcomes, and can help prevent unethical commercial transplants by improving access. Multicentric swap transplantation programmes should roll out in phases: start with intra-city exchanges, then intra-state, and eventually inter-state and national collaborations. This phased approach ensures growing scale is matched with operational readiness, providing safe, equitable, and efficient transplants across regions." 

Don’t Trust People Who Talk Like This

A few days ago, David Ellison took control of Warner Bros for $111 billion—and is now merging it into Paramount (which he acquired back in 2024). But he needed some help from Dad to make this happen. Tech titan Larry Ellison gave personal guarantees to the tune of $40 billion in order to seal the deal.

As a result, this son of a Silicon Valley CEO is now the most powerful person in Hollywood. So I watched with interest when David Ellison appeared on CNBC to talk about his plans for the future.

I’m still in a state of shock—because he speaks a language that, a few years ago, nobody in the creative community would even have understood.

You might think that Ellison would talk about making great movies or bringing audiences back to theaters—or, at a minimum, creating entertainment for the masses, if not something more artistic.

But that’s not what he has in mind.


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Instead Ellison boasts: “We are positioned to win in every single vertical that we operate in….We have the greatest content engine with marquee intellectual properties. You’re immediately getting to scale in streaming” he adds; and then there’s his “incredibly profitable linear portfolio.”

Of course, it wasn’t easy to get to this point. Ellison recalled his previous visit to CNBC. “We launched the hostile on your show,” he tells the host, “so coming full circle today is quite remarkable.”

Have people in the creative world ever talked like this? Did Picasso win in every vertical? Did Shakespeare brag about his “content engine”? Did Beethoven ever achieve a “profitable linear portfolio”?

But those saps were losers by today’s standards. Maybe they should have launched a hostile, instead of wasting so much time on their craft.

Picasso’s Three Musicians—it looks cool, but did they win in every vertical?

I still remember the first time I heard someone describe different vocations and livelihoods as verticals. That was right before the dotcom bubble burst, and I’d been called in to help a web business that, a few weeks later, went broke. The people who spoke in such a cavalier way were soon unemployed.

I felt sorry for them. But I viewed that obfuscating way of speech as a contributor to the problems that brought them down. I still feel that way. I just can’t trust people who talk like this. It’s like they just took a Voight-Kampff test, and failed miserably. I fear I’m talking to replicants, not human beings.

Judging by the news stories out of Hollywood, there are a lot of replicants in the film business nowadays.

On the other hand, I’ve talked to hundreds (or maybe thousands) of artistic people over the years. Against long odds, they somehow manage to make a living in creative pursuits. That is their vertical, so to speak. Sometimes they don’t even want to talk about how creativity happens—it seems almost magical, and the process is very fragile, even for the greatest artists.

Just talking about it puts it at risk. You got blessed with a gift—maybe a hit song, or an inspired poem, or something else of that sort—and if you deal it with too glibly, it might never come back. So it’s best not to boast or strut, and instead just focus on your craft.

“Did Picasso win in every vertical? Did Shakespeare brag about his ‘content engine’? Did Beethoven ever achieve a ‘profitable linear portfolio’?”

But when people like this do speak about creativity, they treat it with reverence.

Shakespeare called the creative process a “fine frenzy.” Plato described it as a “form of possession or madness.” But the most common way of explaining this inspiration, over the centuries, has been to assign credit to a divine woman known as the Muse.

  • More than 2,500 years ago, Hesiod helped invent Western poetry, and he happily told people how it happened. Goddesses appeared to him and, in his own words, “they taught Hesiod glorious song while he was shepherding his lambs.”

  • The first poet in English, Cædmon, had a similar experience. He was illiterate, but he had a visitation during a dream—and was thus able to create “poetical expressions of much sweetness and humility.”

  • Even in modern times, poet Robert Graves continued to insist that the Muse was real, and he had firsthand experience of her existence.

I could give many other examples, and I have devoted a lot of effort to studying this magical process. I’ve learned, along the way, that a surprising number of hit songs were composed during dreams—just like Cædmon’s. Not long ago, I thought Robert Graves was crazy for talking about the Muses as if they were real, but I don’t mock him anymore.

That world of magic and inspiration is under attack now, assaulted by the over-rationalization of the overseers. So you will look in vain for an entertainment industry CEO who embraces the “sweetness and humility” that actually define the creative process.

But I can’t just blame David Ellison, because he’s not alone. Business and finance jargon is now the only language spoken among the people who make the final decisions on almost every aesthetic or artistic matter.

So when the head of Warner Bros music gets asked about AI, he describes it as “an incredible value creation opportunity.” Say what? But at least that’s better than the CEO who praised AI’s ability to “eliminate lower-value human capital.”

The brutal reality is that we have reached the stage where artistry can be discussed without any consideration of the artist—who is now an inconvenience in the value chain.

And that value chain is all that matters anymore.

Barbara Broccoli, whose family long controlled the James Bond films, was horrified when an Amazon exec described these cherished movies as content. She walked away from the meeting in a huff, griping that “these people are fucking idiots.”

But Broccoli eventually sold out total control to Amazon. The money was too good to turn down. And that was one more victory for tech and web interests in their takeover of the creative world.

I’m not naive. I know that movie studios and record labels have never been perfect. The bosses are often greedy or sometimes outright criminals. But even the gangsters knew that art isn’t content.

There was a day when the mob ran the big music venues. But Al Capone treated the musicians with respect—he knew that they were special people with gifts. They weren’t just a content engine for his linear portfolio (and, in his case, a highly liquid portfolio).

I ran a record label for a short period in my twenties. Dealing with record distributors was a royal pain—it was like negotiating with Tony Soprano. But as hard as it was collecting from those thugs, it was better than dealing with today’s streaming platforms. The old-time power brokers at least understood that artists paid everybody’s bills with their creativity—without them, film studios and record labels and publishing houses don’t exist.

Nowadays the decision-makers have other priorities. They have verticals to dominate. If they could, they would do it with bots instead of artists.

We deserve better stewards for our creative culture.

It’s not clear that we will get them. I’ve predicted that tech will eventually swallow up almost the entire creative economy—and I shudder to see how rapidly that forecast is coming true. It’s gotten so bad that I’ve called for creators and fans to support alternative channels.

We need to create our own parallel ecosystem—and as fast as possible. We’re fortunate that some people and organizations are already working on it.

But we also need to educate the tech people invading our world. My guidance here comes from a simple proverb (from Confucius):

“The beginning of wisdom is calling things by their right names.”

So when the new bosses talk like technocrats, we must remind them, again and again, that artists aren’t content engines. The work of art is not a brand franchise. And the magical source of inspiration can never be reduced to a vertical.

And, hey, if that doesn’t work, we can always try launching a hostile. We may not have deep pockets or billionaire dads. But there are other ways to win a battle. If it comes to that, I wouldn’t bet against the creative folk. Because, let’s face it, they are the value chain.

Into the fire

Photo of four women in desert gear walking across a dry landscape, carrying equipment with vehicles in the background.

These women once fled ISIS. Now they defuse the landmines the militants left behind in their Yazidi homeland in northern Iraq

- by Aeon Video

Watch on Aeon

*Plunder: The Last of the War in Europe, 1945*

By Max Hastings, an excellent book, I benefited from every page.  One recurring theme is simply how hard the Germans fought on the way down, and how unusual that behavior was.  Here is one interesting passage of many:

In World War I, 150 German soldiers were sentenced to death for serious crimes, of which a mere forty-eight were executed.  In World War II, thirty thousand death sentences were decreed by military courts, of which two-thirds were carried out, in addition to many more that took place without any judicial proceeding.  By contrast the British executed forty men, the French 103, the Americans 146, almost all the condemned Allied soldiers having committed capital crimes as defined in civil law, rather than being sentenced for dereliction of military duty.  Meanwhile the Japanese executed 22,253 of their own men, and the Russians at least 150,000, possibly as many as 300,000.

As I like to say, you can never read too many books about WWII.

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Politics Chat, October 13, 2026

Radicalism

To read this letter, click here:

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Sharing Theories with Agents

As I’m working with an agent to upgrade a repo from vibe-coded to something I can understand and dig into, I am reminded that Programming is Theory Building.

By “theory” we mean: an understanding of the world, the software and how they relate that’s good enough to let us work intelligently on them, answer questions about them, and argue about them.

Like: we have a theory about what the world needs (I need to be able to comment on this HTML!), how the software meets those needs (a server injects the buttons for this), and how it’s going to meet more (let me edit the content as markdown!).

Software development is reality construction. We make something real in the world, we change what happens when I move my finger this way or click these clackety keys. Conceiving the new world (and how we get there) is programming. That work used to take more typing, more troubleshooting, and more puzzle solving. It has always been, at its core, building a theory of how a piece of the world works and how it can work.

To go from vibe-coded to programmed, I build that theory. I get the agent to start a document explaining what’s going on in that software and why. Then I iterate on that document with it until we’re in agreement. I check it against the world and what we need and what makes sense to me; it checks it against the code.

Building that document together builds the theory of this software for me. Reading it builds the theory for every agent that starts up in this repository.

Reading only that document means that the agent’s theory is shared with me. More documentation is not better! The only context I want the agent to have is documentation I’ve read and iterated on (so it’s connected to my reality) and the code (which runs, so it’s real).

The documentation I read needs to maximize its communicative power. That means diagrams, pictures, and varied structure. HTML beats markdown for this, and the agent is a whiz at writing HTML with SVG figures.

Markdown is a lot easier for me to tweak and comment in, though. I have a need to comment on HTML! And modify its content as easily as markdown. Good thing we have agents to solve this!

Here’s a skill, based on Arlo Belshee’s process, that helps an agent iterate on a document with you. The plugin includes a tool for commenting on HTML and tweaking the content. Also included is a skill for making a project overview document (like this one) as part of theory-building.

Programming is theory building more than ever. The distance from a conception of how the world can be to some new reality is so much shorter with agents! We still need to understand what we want, and conceptually how it can work, and how we’ll get there. That is still the hard part, and we get to work ever harder on it.

Marsha Blackburn thought this was a good idea

The great one.

So, down in Tennessee, Senator Marsha Blackburn is running for governor. My former home state is now fruit punch in political hue, so odds are painfully high she wins.

That said, Blackburn is a perfect mirror of the modern GOP, which is to say sensibility and reason have been replaced by, well, raw nuttiness, tone-deafness and performative idiocy. And on a day when J.D. Vance insulted James Talarico for being gay (which he’s not—and who cares if he is?) and a new White House press secretary stumbled over her seven-word vocabulary, Blackburn somehow stole the show with this Twitter post …

Um …

Eh …

Ah …

Obviously, Kendrick Lamar should demand it be removed. But, more to the point, can we talk about the raw cultural appropriation of it all? Seriously, Marsha? Kendrick Lamar? Kendrick Lamar? Really? That’s your move here?

Can you even name a rapper?

How about a Black friend?

Fucking a, I’m tired.

October 13, 2026

This afternoon, the President of the United States posted two videos of lions and tigers attacking humans.

Either he has entirely lost it, or he is desperate for a distraction, or both.

It turns out the attacks on Texas Democratic Senate candidate James Talarico were probably an attempt to get ahead of yet another damaging story about Trump’s hand-picked Republican Texas Senate candidate, Ken Paxton. Yesterday Elizabeth Findell, Mark Maremont, and Josh Dawsey of the Wall Street Journal reported that Paxton spent New Year’s Eve in 2024 in Dubai, partying with a woman who was not his wife, along with two fugitives from U.S. justice.

Although Vice President J.D. Vance and other members of the administration have vowed to remove more than 760,000 enrollees from the Affordable Care Act, citing widespread fraud, the fugitives with whom Paxton was hanging out were wanted on federal healthcare fraud charges. They allegedly embezzled $15 million from a Chicago hospital, and one of them was charged with receiving at least $195 million from the U.S. government for fraudulent Covid-19 tests.

One of the men donated $190,000 to Paxton, $25,000 of it after he was indicted.

Ron Filipkowski of MeidasNews posted: “JD Vance running around the country saying he’s fighting health care fraud while his nominee for the senate in TX who he completely supports is partying in Dubai with a guy [who] stole over $300 million in health care fraud and gave Paxton $190,000. This is the Republican Party.”

Meanwhile, although the administration has boasted that it is cracking down on fraud in the Supplemental Nutrition Assistance Program by cutting benefits, ProPublica reported today that the real fraud comes from criminal syndicates, often from Romania, who last year walked away with $470 million stolen electronically from more than 990,000 households. The theft could be stopped with digital microchips, but Congress has refused to add them to the benefit cards. Now the Trump administration has stripped funds allocated to address the theft.

Diesel prices jumped today as traders appeared to doubt Trump’s abandonment of Russian sanctions will do much for prices in the U.S. Steve Kopack of NBC News noted that U.S. diesel futures were up about 5% by midday. Generally, a jump in futures prices means higher consumer prices are forthcoming. The price of diesel is up 70% since the war on Iran began on February 28.

Gulf Oil adviser Tom Kloza posted: “Absolutely stunning price spikes in wholesale diesel today…. Market clearly not believing that Russian oil is on the way.” He added: “US retail diesel price record of $6.53/gal could be topped by the midterms.”

As Barbara Sprunt reported at NPR, a bipartisan group of senators is pushing back on Trump’s lifting of sanctions, calling it a “betrayal of the people of Ukraine.” Democratic senators Richard Blumenthal (CT), Chris Coons (DE), Dick Durbin (IL), Jack Reed (RI), Jeanne Shaheen (NH), and Sheldon Whitehouse (RI) joined Republicans Alan Armstrong (OK), Susan Collins (ME), John Cornyn (TX), Mitch McConnell (KY), Lisa Murkowski (AK), and Thom Tillis (NC) in asking Trump to rescind the deal.

“The deal you struck with President Vladimir Putin on October 9th will not achieve just ends, nor will it benefit Americans,” they wrote. It “only provides Putin with more fuel to finance his war machine and enables Russia to continue its brutal attacks on Ukrainian civilians. Granting Moscow the ability to sell Russian diesel freely in global markets damages American security interests and is a betrayal of the people of Ukraine, who continue to defend themselves from Putin’s murderous, illegal war. This deal is a gift to our adversary and a betrayal of our Allies; it should be rescinded.”

The senators emphasized that with last month’s Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, Congress had tasked Trump with applying economic pressure on Russia, not with easing that pressure.

When asked about the letter, Trump told reporters: “Nobody’s telling me anything. That’s a diesel deal. Not for us. That’s being released into the world. That’s not being released to us. That’s a diesel deal that’s going to be released into the world for the world market, because the world market suffered with high prices.”

Ukraine president Volodymyr Zelensky said Ukraine got no warning from its Western partners about Russia’s overnight strikes on the capital, raising concerns that Trump is making good on his threat to stop sharing intelligence with Ukraine unless it stops striking Russian oil refineries. Trump today told reporters that the U.S. is still sharing intelligence.

Trump’s new White House press secretary held her first press conference today. Observers called it “brutally bad” and compared it to a Saturday Night Live cold open. Katie Zacharia revealed that she is fiercely loyal to Trump, and that she is neither a competent reader nor comfortable answering questions. News broke today that Trump overrode his chief of staff, Susie Wiles, to give the position to Zacharia, a leak that Jen Rubin of The Contrarian speculated had come from either Wiles or an ally “to prove she was right! OUCH”

Judd Legum of Popular Information, who uncovered Zacharia’s history of pushing conspiracy theories, today noted that while Trump calls her “an attorney” and she describes herself that way, there is no record that she ever passed a bar exam or has been admitted to practice law in any state. When reporters asked her about where she had passed the bar exam, she answered: “I moved to China.”

Zacharia did say in today’s press conference that “we have asked Ambassador Guilfoyle to resign.” Kimberly Guilfoyle has been embroiled in a story about shaking down a donor to pay off $100,000 of her credit card debt, and she did, in fact, resign her post as the U.S. ambassador to Greece today. In a social media post, she defended her tenure in Greece and promised to “vigorously defend my name, my reputation, and my integrity.”

“While my time as Ambassador may be coming to an end, my commitment to President Trump, the America First movement, and the country I love will never end,” she posted. Trump later told reporters that Guilfoyle, who dated his son Don Jr. for six years and was engaged to him for four, “wasn’t a member of my family. She, I guess, dated my son a long time ago.”

A new poll conducted by the Associated Press–NORC Center for Public Affairs Research found that almost six in ten Americans say they believe Trump is either illegally profiting from the presidency or doing something unethical but not illegal.

Jordain Carney and Mia McCarthy of Politico reported today that Republicans are worried not only about how much work Congress needs to get through after the midterms, but also about whether Republicans will even bother to come back to vote after the election. “Attendance is an issue right now,” Representative Austin Scott (R-GA) told Carney and McCarthy.

—

Notes:

https://www.aljazeera.com/news/2026/10/13/majority-in-us-say-trump-prioritises-personal-wealth-over-all-else-poll

https://www.cnn.com/2026/09/22/politics/vance-fraud-obamacare-enrollees

https://www.wsj.com/politics/policy/ken-paxton-texas-senate-dubai-trip-b54292c3

https://www.propublica.org/article/food-stamp-snap-benefits-theft-skimmers-fraud

https://www.nbcnews.com/business/energy/diesel-futures-higher-prices-trump-moves-rcna603218

https://www.blumenthal.senate.gov/imo/media/doc/2026-10-13_letter_to_potus_re_russian_diesel_exports.pdf

https://www.npr.org/2026/10/13/g-s1-147871/trump-russia-diesel-deal-congressional-response

https://www.cnn.com/2026/10/13/europe/ukraine-zelensky-missile-latam-intl

​​https://www.politico.eu/article/no-warning-for-russian-missile-strike-kyiv-zelenskyy/

https://www.thedailybeast.com/fresh-cracks-between-trump-and-susie-wiles-exposed-in-new-report

Popular Information
Trump’s new press secretary, Katie Zacharia, claims she’s a lawyer. Is she?
When President Trump plucked Katie Zacharia from obscurity and appointed her as his new press secretary, he called her “an attorney…
Read more

https://www.wsj.com/politics/policy/guilfoyle-amex-donor-100-000-0e02cdc3?st=SwFWYT

https://www.businessinsider.com/donald-trump-jr-kimberly-guilfoyle-timeline-2021-2

https://www.politico.com/news/2026/06/03/house-calendar-mike-johnson-00947763

https://www.politico.com/news/2026/10/13/gop-lame-duck-reality-check-01114594

Trump’s Truth:

statuses/42309

statuses/42310

X:

TomKloza/status/2110049279209505030

kimguilfoyle/status/2110027236971855908

Acyn/status/2110031752538538475

Bluesky:

ronfilipkowski.bsky.social/post/3mxqsgueulk22

atrupar.com/post/3mxr7vgyjek2c

jenrubin.bsky.social/post/3mxrj6pvwuc2q

atrupar.com/post/3mxreid3t762j

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Politics Chat, October 13, 2026

Watch today’s live recording here.

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Well-planned African immigration to America will go fine

That is the topic of my latest Free Press column, here is one excerpt:

The good news is that African immigrants already have done well in the United States. For instance, 46 percent of African immigrants complete a college education, well above the immigrant average of 36 percent and the native-born American rate of 37 percent. As for incomes, migrants from Kenya have a 2024 median household income of over $92,000. Those from Cameroon have a median household income of over $91,000. Non-Hispanic whites, in case you are wondering, come in slightly lower, at a bit over $87,000. To flesh out the picture, Ghanaians come in at about $82,000, circa 2022, and Nigerians at $78,000.

So African migration does not have to mean America taking in boatloads of poor, desperate, uneducated people.

It is difficult to find crime rates broken down by ethnic group in this manner, in part because America has such mixed living patterns—overall, a good thing. Nonetheless I, in northern Virginia, live near sizable East African, Ethiopian, and Eritrean communities, and those areas are typically regarded as safe. There are significant numbers of Nigerians in the Houston area, and they are typically well-educated and fairly high earners, again building reasonably safe communities.

Those good results do not come automatically. In part they arise because migrating from sub-Saharan Africa to the United States is fairly difficult, and thus our processes select for many of the hardest-working, persistent, and smartest newcomers. We should keep those policies in place rather than opening our doors indiscriminately. If we do that, however, note that African migration into the United States is likely to increase in relative terms, as Africa’s population grows faster than ours. Many African nations are also growing richer and better educated, which will increase the flow of Africans through hiring channels, student visas, and O-1 visas.

Recommended.

The post Well-planned African immigration to America will go fine appeared first on Marginal REVOLUTION.

       

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Severe Thunderstorms for Mid-Atlantic and Northeast; Typhoon Approaching Guam

Central Pacific Tropical Weather Outlook


Central North Pacific 2-Day Graphical Outlook Image
Central North Pacific 7-Day Graphical Outlook Image


000
ACPN50 PHFO 161133
TWOCP

Tropical Weather Outlook
NWS Central Pacific Hurricane Center Honolulu HI
Issued by NWS National Hurricane Center Miami FL
200 AM HST Fri Oct 16 2026

For the central North Pacific...between 140W and 180W:

Active Systems:
The National Hurricane Center is issuing advisories on Tropical
Storm Simon, located a few hundred miles south-southeast of the
southern tip of the Baja California Peninsula, and on Hurricane
Trudy, located a few hundred miles southwest of Acapulco, Mexico.

Tropical cyclone formation is not expected during the next 7 days.

$$
Forecaster Adams
NNNN