Pete Hegseth’s “Kill Talk” and the Death of Democratic War Rhetoric

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Glorifying Violence, Obscuring Its Costs

When Secretary of Defense James Mattis addressed the intensification of U.S. combat operations against the Islamic State group in 2017, he assured the American public of his commitment to “get the strategy right” while maintaining “the rules of engagement” to “protect the innocent.”

Mattis’ professional tone was a stark contrast to Secretary Pete Hegseth’s remarks following the first days of the joint U.S.-Israeli combat operations in Iran.

On March 2, 2026, after bragging about the awe-inspiring lethality of U.S. “B-2s, fighters, drones, missiles,” Hegseth casually brushed aside concerns about long-term geopolitical strategy, declaring “no stupid rules of engagement, no nation-building quagmire, no democracy building exercise, no politically correct wars. We fight to win.”

Admonishing the press for anything less than total assent, he commanded, “to the media outlets and political left screaming ‘endless wars:’ Stop. This is not Iraq.”

Two days later, Hegseth gloated about “dominance” and “control,” while asserting that the preoccupation of the “fake news media” with casualties was motivated by liberal media bias and hatred of President Trump.

“Tragic things happen; the press only wants to make the president look bad,” he said. He dismissed concerns about the rules of engagement, declaring that “this was never meant to be a fair fight. We are punching them while they are down, as it should be.”

Pete Hegseth’s Pentagon press conference, at which he asserted the Iran war would have no ‘No stupid rules of engagement, no nation building quagmire, no democracy-building exercise.’

I’m a communication scholar who has studied MAGA rhetoric for a decade. I have observed how Hegseth and other officials in the second Trump administration refuse to abide by what recurring rhetorical situations – urgent public matters that compel speech to audiences capable of being influenced – typically demand of public officials.

The theme of this administration is that no one is going to tell it what to say or how to say it. It will be encumbered neither by norms nor the exigencies that compel speech in a democratic society.

The big man

When the U.S. goes to war, the public expects the president and the defense secretary to convince them of the appropriateness of the action. They do this by detailing the justification for military action, but also by addressing the public in a manner that conveys the seriousness and competence required for such a grave task as waging war.

But during the first week of the Iran war, Hegseth’s press briefings deviated from the measured tone expected from high-ranking military officials.

Hegseth flippantly employed villainous colloquialism – “they are toast and they know it,” “we play for keeps,” and “President Trump got the last laugh” – delivered with a combative tone that communicated masculine self-assurance.

Many observers were taken aback by his haughty tone, hypermasculine preoccupation with domination, giddiness about violence and casual attitude toward death.

During Trump’s first term, this penchant for rule-breaking was by and large isolated to the president, whose transgressions were part of his populist appeal.

Although Trump’s first cabinet members agreed on most political objectives, they attempted to rein in what they saw as the president’s more dangerous whims.

But with loyalty as the new bona fide qualification for administration officials, Trump’s second cabinet is populated with a large contingent of right and far-right media personalities like Hegseth, including Kash PatelSean Duffy and Mehmet Oz.

The anti-institutional ethos of far-right media explains why these officials refuse to conform to “elite” expectations and instead speak in a manner that is bombastic, outrageous and perverse.

Among them, there is little reverence for what they may perceive of as emasculating rules of tradition and politeness in a media marketplace where “owning,” “dominating,” and “triggering” your enemy is precious currency. Far-right media personalities are adept at commanding attention with showmanship and swagger.

Trump appears to have chosen Hegseth for precisely this reason: He performs the role of the big man to perfection.

“They are toast and they know it,” Defense Secretary Pete Hegseth said of Iran on March 4, 2026.

‘Kill talk’

Hegseth’s language choices and petulant tone do not demonstrate an ignorance of what rhetorical situations demand of him; instead, they reflect a refusal to be emasculated by such cumbersome norms.

When making statements about the first week of the war, Hegseth grinned as he delivered action-movie one-liners, like “turns out the regime who chanted ‘Death to America’ and ‘Death to Israel’ was gifted death from America and death from Israel.”

Hegseth engaged in what is known as “kill talk,” a verbal strategy, typically directed at new military recruits, that denies the enemy’s humanity and disguises the terrible costs of violence. His repetition of words like “death,” “killing,” “destruction,” “control,” “warriors” and “dominance” framed violence in heroic terms that are detached from the realities of war.

In my view, Hegseth addressed the public as a squad leader addresses military recruits. Hegseth apparently delighted in dispensing death and elevating and glorifying war. He said virtually nothing of long-term strategy beyond “winning.”

In the MAGA media world, winning is really all that matters. If winning is the only goal, then war is, by profound inference, a game, a test of masculine fortitude.

This point was made clear when the White House posted a video that interspersed footage of airstrikes on Iran with “killstreak animation” from the popular video game Call of Duty: Modern Warfare. In the game, when a player kills multiple opponents without also dying, they are rewarded with the ability to conduct a missile strike to exterminate an opposing team. Again, this message gamifies violence and obscures the destructive toll of war.

Informed by the contemptuous hypermasculinity of far-right media culture, all this taboo behavior and glorified portrayals of death convey one fundamental message: When the public most needs explanation and justification for the actions of their government, the powerful owe the public neither explanation – nor comfort.

This article was originally published by The Conversation on March 9, 2026. Read the original here.


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How safe is plasma donation?

 Here's a story from the NYT, about the recent regularization of paid plasma donation in (some provinces of) Canada.

How Safe Is Plasma Donation?
Two recent deaths tied to for-profit clinics in Canada raised concerns about the health effects of having plasma drawn as often as twice a week. By Roni Caryn Rabin and Vjosa Isai

"Donating plasma, which is used to make lifesaving medicinal products, is widely perceived as low-risk. But questions about the safety of the practice arose this week when Canadian health authorities confirmed they were investigating two recent deaths of people who gave plasma at for-profit clinics in Winnipeg operated by Grifols, a Spanish health care company. 

"Millions of people donate frequently in North America. An estimated 60 to 70 percent of plasma-derived medicinal products worldwide are made from plasma donated in the United States.

And demand for plasma is growing. The market for plasma-derived medicinal products is valued at $40.35 billion and is expected to double over the next eight years, as the products are used to treat an expanding number of conditions, including immune deficiency syndromes and bleeding disorders.

But the health impact of frequent plasma donation on the donors themselves has not been well studied, and there is no consensus among health regulators about how long donors should wait between plasma draws.

In both Canada and the United States, companies can pay people an honorarium for donating their plasma, and health regulations say that people can donate up to twice a week.  

...

"A 2020 investigation by the F.D.A. into 34 deaths reported as being associated with plasma donation did not determine that donation was the cause of death in any of the cases. It ruled donation out entirely as a cause in 31 cases. "

 

NASA Administrator teases further Artemis program updates in one-on-one interview

NASA Administrator Jared Isaacman (right) speaks with Spaceflight Now Reporter Will Robinson-Smith (left) at NASA’s Kennedy Space Center to discuss the Artemis program and other agency initiatives. Image: John Pisani/Spaceflight Now

NASA has it’s sights set on launching the Artemis 2 mission no earlier than April 1. The determination came following the conclusion of a two-day, agency-level review of the Moon-bound flight, which took place at NASA’s Kennedy Space Center in Florida.

The mission analysis, called a flight readiness review (FRR), pulled together the mission management team, leadership from multiple NASA centers and the four crew members to discuss all of the various potential risks to the mission and how they would be addressed, should they arise.

NASA astronauts Reid Wiseman, Victor Glover, and Christina Koch, alongsideCanadian Space Agency (CSA) astronaut Jeremy Hansen will be the first to fly an Orion spacecraft — named ‘Integrity’ — which is set to fly around Moon and back during a planned 10-day mission.

NASA Administrator Jared Isaacman speaks with Spaceflight Now Reporter Will Robinson-Smith at NASA’s Kennedy Space Center to discuss the Artemis program and other agency initiatives. Image: John Pisani/Spaceflight Now

Prior to jumping into the second day of the FRR, NASA Administrator Jared Isaacman sat down with Spaceflight Now to discuss the state of the Artemis program, roughly two weeks after he announced major changes to the architecture.

Isaacman discusses the progress towards the reimagined Artemis 3 mission, launching in mid-2027; concerns raised by the NASA Office of Inspector General’s latest report; NASA’s workforce goals; and the needle-moving undertakings that the agency is focused on in the years to come.

Watch the full interview below:

NASA officials sidestepped questions on Artemis II risks—there's a reason why

When talking about risk during a press conference on Thursday, the NASA officials in charge of the upcoming Artemis II Moon mission hedged their answers.

Reporters' questions on the risks were certainly valid and appropriate. In an open society, it is vital to set expectations for any hazardous venture such as spaceflight—most importantly for the astronauts actually making the journey, but also for NASA's workforce, the White House, lawmakers, and members of the public paying for the endeavor.

What's more, Artemis II will be the first mission since 1972 to fly humans to the vicinity of the Moon. This is not following the well-trodden yet perilous path that astronauts take to reach the International Space Station, just a few hundred miles above Earth.

Read full article

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Rocket Report: Pentagon needs more missile interceptors; Artemis II clears review

Welcome to Edition 8.33 of the Rocket Report! NASA officials seem optimistic about launching the Artemis II mission next month, so confident that they will forgo another fueling test on the Space Launch System rocket to check the integrity of fickle seals in a liquid hydrogen loading line. The rocket will return to the launch pad next week, with liftoff targeted for April 1 at 6:24 pm EDT (22:24 UTC). NASA has six launch dates available in early April after the agency added April 2 to the launch period. April 1 and 2 each have launch windows that open before sunset, an added bonus for those of us who prefer a day launch, for purely aesthetic reasons.

As always, we welcome reader submissions. 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.

Firefly's Alpha rocket flies again. Firefly Aerospace’s Alpha rocket successfully returned to flight Wednesday, March 11, launching a technology demonstration mission more than 10 months after the rocket’s previous launch failed, Space News reports. The launch followed several delays and scrubbed launch attempts. The two-stage Alpha rocket lifted off from Vandenberg Space Force Base, California, and headed southwest over the Pacific Ocean, reaching orbit about eight minutes later. Firefly said the rocket's upper stage later reignited its engine, demonstrating the restart capability required for some orbit insertion missions. This was the seventh flight of Firefly's Alpha rocket, capable of hauling more than a ton of payload to low-Earth orbit.

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Friday Squid Blogging: Increased Squid Population in the Falklands

Some good news: squid stocks seem to be recovering in the waters off the Falkland Islands.

As usual, you can also use this squid post to talk about the security stories in the news that I haven’t covered.

Blog moderation policy.

Academia and the “AI Brain Drain”

In 2025, Google, Amazon, Microsoft and Meta collectively spent US$380 billion on building artificial-intelligence tools. That number is expected to surge still higher this year, to $650 billion, to fund the building of physical infrastructure, such as data centers (see go.nature.com/3lzf79q). Moreover, these firms are spending lavishly on one particular segment: top technical talent.

Meta reportedly offered a single AI researcher, who had cofounded a start-up firm focused on training AI agents to use computers, a compensation package of $250 million over four years (see go.nature.com/4qznsq1). Technology firms are also spending billions on “reverse-acquihires”—poaching the star staff members of start-ups without acquiring the companies themselves. Eyeing these generous payouts, technical experts earning more modest salaries might well reconsider their career choices.

Academia is already losing out. Since the launch of ChatGPT in 2022, concerns have grown in academia about an “AI brain drain.” Studies point to a sharp rise in university machine-learning and AI researchers moving to industry roles. A 2025 paper reported that this was especially true for young, highly cited scholars: researchers who were about five years into their careers and whose work ranked among the most cited were 100 times more likely to move to industry the following year than were ten-year veterans whose work received an average number of citations, according to a model based on data from nearly seven million papers.1

This outflow threatens the distinct roles of academic research in the scientific enterprise: innovation driven by curiosity rather than profit, as well as providing independent critique and ethical scrutiny. The fixation of “big tech” firms on skimming the very top talent also risks eroding the idea of science as a collaborative endeavor, in which teams—not individuals—do the most consequential work.

Here, we explore the broader implications for science and suggest alternative visions of the future.

Astronomical salaries for AI talent buy into a legend as old as the software industry: the 10x engineer. This is someone who is supposedly capable of ten times the impact of their peers. Why hire and manage an entire group of scientists or software engineers when one genius—or an AI agent—can outperform them?

That proposition is increasingly attractive to tech firms that are betting that a large number of entry-level and even mid-level engineering jobs will be replaced by AI. It’s no coincidence that Google’s Gemini 3 Pro AI model was launched with boasts of “PhD-level reasoning,” a marketing strategy that is appealing to executives seeking to replace people with AI.

But the lone-genius narrative is increasingly out of step with reality. Research backs up a fundamental truth: science is a team sport. A large-scale study of scientific publishing from 1900 to 2011 found that papers produced by larger collaborations consistently have greater impact than do those of smaller teams, even after accounting for self-citation.2 Analyses of the most highly cited scientists show a similar pattern: their highest-impact works tend to be those papers with many authors.3 A 2020 study of Nobel laureates reinforces this trend, revealing that—much like the wider scientific community—the average size of the teams that they publish with has steadily increased over time as scientific problems increase in scope and complexity.4

From the detection of gravitational waves, which are ripples in space-time caused by massive cosmic events, to CRISPR-based gene editing, a precise method for cutting and modifying DNA, to recent AI breakthroughs in protein-structure prediction, the most consequential advances in modern science have been collective achievements. Although these successes are often associated with prominent individuals—senior scientists, Nobel laureates, patent holders—the work itself was driven by teams ranging from dozens to thousands of people and was built on decades of open science: shared data, methods, software and accumulated insight.

Building strong institutions is a much more effective use of resources than is betting on any single individual. Examples demonstrating this include the LIGO Scientific Collaboration, the global team that first detected gravitational waves; the Broad Institute of MIT and Harvard in Cambridge, Massachusetts, a leading genomics and biomedical-research center behind many CRISPR advances; and even for-profit laboratories such as Google DeepMind in London, which drove advances in protein-structure prediction with its AlphaFold tool. If the aim of the tech giants and other AI firms that are spending lavishly on elite talent is to accelerate scientific progress, the current strategy is misguided.

By contrast, well-designed institutions amplify individual ability, sustain productivity beyond any one person’s career and endure long after any single contributor is gone.

Equally important, effective institutions distribute power in beneficial ways. Rather than vesting decision-making authority in the hands of one person, they have mechanisms for sharing control. Allocation committees decide how resources are used, scientific advisory boards set collective research priorities, and peer review determines which ideas enter the scientific record.

And although the term “innovation by committee” might sound disparaging, such an approach is crucial to make the scientific enterprise act in concert with the diverse needs of the broader public. This is especially true in science, which continues to suffer from pervasive inequalities across gender, race and socio-economic and cultural differences.5

Need for alternative vision

This is why scientists, academics and policymakers should pay more attention to how AI research is organized and led, especially as the technology becomes essential across scientific disciplines. Used well, AI can support a more equitable scientific enterprise by empowering junior researchers who currently have access to few resources.

Instead, some of today’s wealthiest scientific institutions might think that they can deploy the same strategies as the tech industry uses and compete for top talent on financial terms—perhaps by getting funding from the same billionaires who back big tech. Indeed, wage inequality has been steadily growing within academia for decades.6 But this is not a path that science should follow.

The ideal model for science is a broad, diverse ecosystem in which researchers can thrive at every level. Here are three strategies that universities and mission-driven labs should adopt instead of engaging in a compensation arms race.

First, universities and institutions should stay committed to the public interest. An excellent example of this approach can be found in Switzerland, where several institutions are coordinating to build AI as a public good rather than a private asset. Researchers at the Swiss Federal Institute of Technology in Lausanne (EPFL) and the Swiss Federal Institute of Technology (ETH) in Zurich, working with the Swiss National Supercomputing Centre, have built Apertus, a freely available large language model. Unlike the controversially-labelled “open source” models built by commercial labs—such as Meta’s LLaMa, which has been criticized for not complying with the open-source definition (see go.nature.com/3o56zd5)—Apertus is not only open in its source code and its weights (meaning its core parameters), but also in its data and development process. Crucially, Apertus is not designed to compete with “frontier” AI labs pursuing superintelligence at enormous cost and with little regard for data ownership. Instead, it adopts a more modest and sustainable goal: to make AI trustworthy for use in industry and public administration, strictly adhering to data-licensing restrictions and including local European languages.7

Principal investigators (PIs) at other institutions globally should follow this path, aligning public funding agencies and public institutions to produce a more sustainable alternative to corporate AI.

Second, universities should bolster networks of researchers from the undergraduate to senior-professor levels—not only because they make for effective innovation teams, but also because they serve a purpose beyond next quarter’s profits. The scientific enterprise galvanizes its members at all levels to contribute to the same projects, the same journals and the same open, international scientific literature—to perpetuate itself across generations and to distribute its impact throughout society.

Universities should take precisely the opposite hiring strategy to that of the big tech firms. Instead of lavishing top dollar on a select few researchers, they should equitably distribute salaries. They should raise graduate-student stipends and postdoc salaries and limit the growth of pay for high-profile PIs.

Third, universities should show that they can offer more than just financial benefits: they must offer distinctive intellectual and civic rewards. Although money is unquestionably a motivator, researchers also value intellectual freedom and the recognition of their work. Studies show that research roles in industry that allow publication attract talent at salaries roughly 20% lower than comparable positions that prohibit it (see go.nature.com/4cbjxzu).

Beyond the intellectual recognition of publications and citation counts, universities should recognize and reward the production of public goods. The tenure and promotion process at universities should reward academics who supply expertise to local and national governments, who communicate with and engage the public in research, who publish and maintain open-source software for public use and who provide services for non-profit groups.

Furthermore, institutions should demonstrate that they will defend the intellectual freedom of their researchers and shield them from corporate or political interference. In the United States today, we see a striking juxtaposition between big tech firms, which curry favour with the administration of US President Donald Trump to win regulatory and trade benefits, and higher-education institutions, which suffer massive losses of federal funding and threats of investigation and sanction. Unlike big tech firms, universities should invest in enquiry that challenges authority.

We urge leaders of scientific institutions to reject the growing pay inequality rampant in the upper echelons of AI research. Instead, they should compete for talent on a different dimension: the integrity of their missions and the equitableness of their institutions. These institutions should focus on building sustainable organizations with diverse staff members, rather than bestowing a bounty on science’s 1%.

References

  1. Jurowetzki, R., Hain, D. S., Wirtz, K. & Bianchini, S. AI Soc. 40, 4145–4152 (2025).
  2. Larivière, V., Gingras, Y., Sugimoto, C. R. & Tsou, A. J. Assoc. Inf. Sci. Technol. 66, 1323–1332 (2015).
  3. Aksnes, D. W. & Aagaard, K. J. Data Inf. Sci. 6, 41–66 (2021).
  4. Li, J., Yin, Y., Fortunato, S. & Wang, D. J. R. Soc. Interface 17, 20200135 (2020).
  5. Graves, J. L. Jr, Kearney, M., Barabino, G. & Malcom, S. Proc. Natl Acad. Sci. USA 119, e2117831119 (2022).
  6. Lok, C. Nature 537, 471–473 (2016).
  7. Project Apertus. Preprint at arXiv https://doi.org/10.48550/arXiv.2509.14233 (2025).

This essay was written with Nathan E. Sanders, and originally appeared in Nature.

South Africa fact of the day

Reuters reports the rand ended 2025 nearly 13% stronger against the dollar, its biggest annual gain in 16 years, helped by a broadly weaker USD, an improvement in South Africa’s fiscal position, strong precious‑metal prices, S&P’s credit‑rating upgrade, and removal from the FATF “grey list.”

Here is the Perplexity link, with further links therein.

While it is now more expensive than before, Cape Town is one of the very best tourist experiences you can have right now, anywhere.  For “social science interesting” it is A+, English suffices, it has some of the best scenery, near perfect weather, it has layers and layers of history, with many distinct neighborhoods and “worlds” contained within, and it can be done safely.  The food is very tasty, but not original enough to be the reason to come here.  Plus there is wildlife, most notably the largest penguin colony at Boulder Bay, or safari if you wish to go a few hours out of town.  Zeitz art museum is excellent, and you will not see those works in any other countries.  From Dulles you can fly here direct.

So you should go.

The post South Africa fact of the day appeared first on Marginal REVOLUTION.

       

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State Media and Independent Media

“The sooner David Ellison takes over that network, the better.”

This was Defense Secretary Pete Hegseth’s line at the end of a rant about CNN in today’s Pentagon press conference. David Ellison, of course, is the failson progeny of Oracle’s Larry Ellison, who is now in the midst of building a private sector pro-Trump state media operation which brings together Paramount, CBS, (soon) CNN, HBO and much more. CNN is already a done deal, though the takeover itself is still in process. None of this is secret. But seldom do we see it spelled out quite so clearly as Hegseth did yesterday. And it brings home what we talk about here again and again: in the Trump universe, only independent media organizations can actually be … well, independent, not be puppeteered either by Trump and his stooges or big corporate owners who want to keep on Trump’s good side.

That’s where organization’s like TPM come in. We depend solely on you. More than 90% of our funding comes from TPM readers. That means that as long as you’re satisfied with us, we’re good. It doesn’t matter what Trump thinks or the CEO or Comcast or Proctor & Gamble or Paramount or anyone else. That’s why it’s so important that if you think what we do is important that you subscribe and become a TPM member. If you’re not a member please click right here and join us.

Thank you for supporting our work and the expanded work your membership will make possible in the coming year.

Was It All About a Decapitation Strike?

From TPM Reader PT

As I’ve thought about the suddenness with which this war started, and the abject lack of thought that went into it, I wonder the following:

Was it the irreproducible chance at a decapitation strike that triggered this whole mess?

My thinking is this:

The US and Israel aren’t actually prepared for the war in Iran, though they are getting there. At that moment, they get an unbelievable piece of intelligence: all the top people in the Iranian government are going to get together, in person, in a non-hardened location. Clearly none of these folks saw “Star Trek: Into Darkness,” or they would have known better. 

Anyway.

This presents an opportunity that everyone knows will never come their way again: the prospect of decapitating the regime in a single strike, with no warning whatsoever. But the opportunity presents a dilemma: the only way to take advantage of it is to strike immediately, at a time when the rest of the operation isn’t prepared, and with the certain knowledge that once the strike has happened, the US and Israel are at war with Iran. 

So they take the shot, they hit, and here we are 3 weeks later. 

To me, this explains why the war started so suddenly, and with the US and Israeli forces seemingly unprepared for the sequelae. It explains why there was no thought about things like the Strait of Hormuz or the potential blowback to neighboring states: US and Israeli leadership really thought that, once that strike was carried out, the war was likely to be over because the military would be too surprised and uncoordinated and, with the government leadership removed, the Iranian people would make quick work of what was left of the regime. TL;DR: they were so high on their own supply that they figured they didn’t need to worry about retaliation because their initial strike would be so badass. 

We now know that Iranian continuity-of-government measures were actually pretty robust. 

As I told PT, I think the answer is “no” if the question is “was this all about a decapitation strike and that’s why that were so unprepared?” The kinds of unpreparedness we’re seeing aren’t about a week or two more time. But I do think the timeline was likely moved forward for this kind of one-time intelligence and the possibility of the kind of decapitation strike that actually happened. Indeed, the White House early on put out the idea that they had to rush things forward for this one opportunity and they had planned to use the extra time to build public support. But that seems silly. You don’t build public support for something like this in a week or two. What does seem plausible, at least to the people in the White House (I doubt the Israelis would believe this), is that they thought the Iranian regime might fracture or be incapacitated by a successful decapitation strike.

Who knows? It’s hard to fully understand the thinking of dumb, arrogant people. But it does explain the rapid move to regime change as the central war aim, especially after the uncanny success of a decapitation strike in Venezuela. As another emailer mentioned, though, that was a vast under-estimation of Iran’s clerical regime. It may lack popular support. But it’s not the kind of personalist regime Trump attacked in Venezuela.

Trump Brain Trust Figured Iran Wouldn’t Block the Strait of Hormuz. Oh Well …

I’ve written a few posts now about a simple fact that is so apparent in news coverage that it is almost hiding in plain sight: the entire discussion of President Trump’s war with Iran right now is not how close he may be to achieving whatever his war aims might be. It’s the impact of the conflict on global energy prices and how this may impact the cost of gas in the U.S. and thus Trump’s electoral fortunes in November. We now have two closely reported articles which make clear that this wasn’t even a contingency that the White House planned for.

This passage is from a new CNN article which comes after a similar one in the Times ….

Top Trump officials acknowledged to lawmakers during recent classified briefings that they did not plan for the possibility of Iran closing the strait in response to strikes, according to three sources familiar with the closed-door session.

The reason, multiple sources said, was administration officials believed closing the strait would hurt Iran more than the US — a view that was bolstered by Iran’s empty threats to act in the strait after US strikes on Iranian nuclear facilities last summer.

It’s hard to overstate this level of stupidity, incompetence and arrogance. You don’t need to be a foreign relations or region expert to know about this. If you’re even a medium-saturation news consumer you’ve seen maybe a hundred CNN panels on just this subject over the last 30 years. It’s one of the central planning scenarios for the U.S. military. And war games and training scenarios virtually always focus on Iran, or a made-up country meant to stand in for Iran, as the culprit for the simple reason that the U.S. been the guarantor of free navigation in the Gulf since the early 1970s and Iran has been its top regional adversary since 1979.

The idea that Iran wouldn’t have the nerve to impede trade through the Gulf or that it would hurt Iran more than the U.S. is not only contradicted by decades of military planning. It conflicts with the White House’s own stated goals. When you define the goal of your war as overthrowing the adversary government itself, all things become possible, all threats become real. The threat of a short- or medium-term cutoff in oil exports is by definition not an unthinkable threat to a government whose very existence is gravely imperiled by foreign attack. It’s a very big threat to the United States since the U.S. currently faces no real threat to its territory or population or even its military forces in the region.

Another way of looking at this is that … sure, a stoppage of oil exports hurts Iran more than the US. But that’s not the question. The Iranian government is fighting for its life. The White House is focused on optimal economic conditions leading up to the November midterm. So again the standards of pain are not the same. In the backdrop is the simple fact that Trump started this war without caring that much about any of the issues involved. It was just his latest momentary hobbyhorse because he’s currently focused on foreign wars as an emotional support power to help him cope with his declining popularity and power at home.

Looking a bit closer at the CNN article, you get a sense of how this transpired. The article quotes Defense Secretary Pete Hegseth saying that article was bogus and that military planners have always taken the threat of a Gulf blockade seriously. That’s certainly true. But the military’s contingency planning is about keeping sea lanes open and providing critical supplies to the United States. It’s not about the congressional generic average or basis points on the consumer price index. Some presidents are going to be willing to sacrifice their presidencies over a war that they believe is critical to the future of the United States. That was never going to be the case here. For Trump, this was really just a lark, a feel-good interlude like scarfing a half gallon of ice cream in the middle of the night after a really hard day.

The article also notes that the Treasury and Energy secretaries were involved in at least some of the planning meetings for the conflict. The issue, says CNN, was “Trump’s preference of leaning on a tight circle of close advisers in his national security decision making [which] had the effect of sidelining interagency debate over the potential economic fallout.”

I’d interpret this as follows: this likely came down to a discussion involving Secretary of State Marco Rubio and a few other Iran hardliners. That’s where the decision was going to be made. There were probably people on the margins of these planning sessions who knew about the threats of a blockade and possibility of a cutoff in energy supplies. But they would have known these buzzkill remarks weren’t what Trump or his inner ring of advisors wanted to hear. This is the nature of personalist rule. It’s down to the leader’s gut impulses. He doesn’t want to hear about problems. And even for Treasury or Energy, the kinds of advisors and area experts whose advice you’d lean on right now have probably already been fired or resigned. In any case, those issues only come to the fore when Trump realizes that something can go wrong which directly impacts his electoral prospects in the midterms. Then it’s a big deal. Because unlike with Pentagon planning, for Trump it’s a popularity and electoral issue. This is how we got here.

I think this may finally be the self-inflicted crisis Trump cannot simply unwind or polarize to his own advantage. There’ve been so many that this seems like quite a bold thing to say. But even with tariffs, the U.S. could have pulled the plug on them at any moment. They were a crisis of Trump’s own making. But in the short- to medium-term they were also almost entirely under his control. Iran now appears to be escalating efforts to close the Strait of Hormuz. It will be pretty hard for Trump just to declare victory now and end this in the hopes that Iran will follow suit and stand down too. And remember that Iran only has to be partly successful at disrupting tanker traffic through the strait to have a big effect on prices and supply. Lurking over this whole three-week drama has been the very different scales of risk which apply to militaries and civilian commercial traffic. War zones are inherently risky. It’s all a matter of degree. Tanker companies want to operate in no-risk environments. If the chance of your tanker getting sunk is more than 1% that’s probably way too much. Once you’ve introduced kinetic risk into the equation, it seeps through the whole fabric of commerce. And it’s very hard to wring out. Ironically, the Iranians are showing that regime change can go both ways.

In this composited night skyscape, stacked exposures trace graceful In this composited night skyscape, stacked exposures trace graceful


Garmin watch faces

I have recently been using Claude Code (Opus 4.6) to do a variety of software projects. One was the completion of an ill-fated attempt to create a custom watch face for my Garmin Epix Pro 47 mm.

MidJourney produced this conceptual image for me, which is what I was trying to capture.

I wanted azurite/malachite/copper colors, and hands for astronomical details. This would be almost impossible with a physical watch but pretty easy if you have a small screen to work with.

For reference, this is the mineral in question.

I was ultimately able to get something like this working.

Here we have a sun and moon hand that show location both over the Earth’s surface and in the sky with respect to two overlaid polar-projected maps. Hours in Roman numerals, and the sun hand revolves once per day. The Moon hand shows phases and both hands show eclipses when they occur. Gold, silver, and purple curves give the terminator/horizons for the sun, moon, and user respectively. With this you can easily deduce who can see which body and whether and when it will be day time. The background shows the brightest stars which rotate in sidereal time.

This turned out to be so much fun that I designed a few more.

This one shows time on Mars, with a background map showing shaded topo relief of the planet (there are no shorelines at present), and stars. The user’s location is given as the Phlegra Montes, one potential site for a base. The white patch to the left is the Tharsis massif. The dark patch to the right is Hellas. We have a sun hand, and Earth hand, and two moon hands. The red one is phobos and turns anti-clockwise, matching its real world behavior. The hour dial includes N (nulla) to mark the 39 minute leap hour to account for Mars’ slightly slower rotation than Earth. During the time slip, the minute hand splits. NASA uses a different convention with “Mars hours” etc that are a bit longer than Earth hours, but that’s not as fun for watch design. Because Phlegra Montes is the first landing site, its timeslip is around midnight. Other locations on Mars experience the time slip at different times.

Returning to Earth, I wanted something a bit less abstract.

This one was quite hard to get right, requiring some manual coding (shocking!) It has a sun hand, moon hand, minute and second hand as before. The face is oriented such that the sun is at its zenith over the user at noon in their respective time zone. The lit side of Earth is the “pale blue dot” image, while the night side shows city lights. The terminator is orange to mark the sunset/sunrise.

Finally, for completeness, the Moon.

For this one I went a bit minimalist. The face shows a shaded relief map of the lunar south pole out to 80 degrees south. Blue marks the permanently shaded regions where ice may be found. Red marks the hills and slopes from which Earth is visible and vice versa. IMHO, a base should be built here so we can see its lights from Earth. The Moon rotates about once a month so I have a sun on the rim showing its location relative to the pole, and a shaded ring showing the light side of the horizon vs the dark. Perhaps in future I’ll adjust the relief shading accordingly! At the noon position, we have a complication showing the appearance of the Earth at that time. Phase, rotation state. During lunar eclipses, its blue atmosphere turns red. In the shot above, the middle east and eastern africa are visible around their dawn – they are shown south up, as would be seen from the lunar south pole. The time is shown with three hands depending from the rim in the conventional manner.

If you would like to try these for yourself, I have the latest .prg files collected here. No warranty, no guarantees, etc. These are vibe-coded and free!

Let me know if you’ve made any cool custom watch faces!

Oil Prices Could Easily Go Much Higher

A graph of oil prices

AI-generated content may be incorrect.

Source: FRED

I did not have time yesterday to do a full post for today, but wanted to say something I suspect many economists are thinking, but which I haven’t seen clearly expressed: the world economy’s very robustness to oil price shocks may lead to extremely high oil prices.

Or to put it differently: even after the spike in oil prices we’ve seen, those prices aren’t high enough to cause a global economic crisis. And that’s a reason prices may have to go much, much higher.

The rise in prices since the bombs began falling has evidently come as a huge shock to Trump and company, and they are flailing furiously (and epically.) But as I and many others have pointed out, the U.S. and other major economies are a lot less oil-dependent than they were in the 1970s, and even at $100 a barrel oil prices are not high enough to provoke a major crisis.

In fact, as the chart at the top of this post shows, the real price of oil — the price of oil relative to the prices of everything else, as measured by the Consumer Price Index — isn’t much higher than it was during much of Trump’s first term, when nobody was talking about an energy crisis.

Yet if one looks at the state of global oil supply, it’s extremely dire. Around 20 percent of the world’s normal flow of oil is bottled up inside the Strait of Hormuz — and as we’ve seen in the past day, even tankers and oil facilities inside the Strait are vulnerable to attack. If this blockade persists, it will be a much worse shock to world oil supplies than the 1973 embargo, the 1979 Iranian revolution, or the 2022 Russian invasion of Ukraine.

So what happens if the Strait remains closed for months? It’s a matter of supply and demand. If the quantity of oil supplied to world markets can’t rise — which, as far as we can tell, it won’t until the mullahs decide to let tankers through again — the price of oil will have to rise high enough to reduce the quantity demanded.

And how high would that price have to be? It would have to be high enough to persuade drivers to stop driving, trucks to stop trucking, airlines to stop flying.

In other words, the price of oil would have to rise enough to cause a global economic crisis even though the world is much less oil-dependent than it used to be.

Given time to adjust, the world can conserve oil in many different ways. For example, gas mileage roughly doubled in the decades that followed the 70s oil shocks — and that was before hybrid and electric vehicles. In the long run, the world economy could make do without Persian Gulf oil, at minimal cost in terms of global GDP.

But in the long run we are all dead. In the short run, the economic impact of a sustained loss of Gulf oil could be very ugly. In fact, it would have to get ugly to persuade the world to buy a lot less oil.

I’ve seen some alarmists warn that a long war in the Gulf could lead to oil at $150 a barrel. That looks low to me.

1M context is now generally available for Opus 4.6 and Sonnet 4.6

1M context is now generally available for Opus 4.6 and Sonnet 4.6

Here's what surprised me:

Standard pricing now applies across the full 1M window for both models, with no long-context premium.

OpenAI and Gemini both charge more for prompts where the token count goes above a certain point - 200,000 for Gemini 3.1 Pro and 272,000 for GPT-5.4.

Tags: ai, generative-ai, llms, anthropic, claude, llm-pricing, long-context

Quoting Craig Mod

Simply put: It’s a big mess, and no off-the-shelf accounting software does what I need. So after years of pain, I finally sat down last week and started to build my own. It took me about five days. I am now using the best piece of accounting software I’ve ever used. It’s blazing fast. Entirely local. Handles multiple currencies and pulls daily (historical) conversion rates. It’s able to ingest any CSV I throw at it and represent it in my dashboard as needed. It knows US and Japan tax requirements, and formats my expenses and medical bills appropriately for my accountants. I feed it past returns to learn from. I dump 1099s and K1s and PDFs from hospitals into it, and it categorizes and organizes and packages them all as needed. It reconciles international wire transfers, taking into account small variations in FX rates and time for the transfers to complete. It learns as I categorize expenses and categorizes automatically going forward. It’s easy to do spot checks on data. If I find an anomaly, I can talk directly to Claude and have us brainstorm a batched solution, often saving me from having to manually modify hundreds of entries. And often resulting in a new, small, feature tweak. The software feels organic and pliable in a form perfectly shaped to my hand, able to conform to any hunk of data I throw at it. It feels like bushwhacking with a lightsaber.

Craig Mod, Software Bonkers

Tags: vibe-coding, ai-assisted-programming, generative-ai, ai, llms

Welcome to the Derp State

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In March 2016, Donald Trump was asked whom he spoke to for advice on foreign policy. “I’m speaking with myself, number one, because I have a very good brain and I’ve said a lot of things,” he said. “I talk to a lot of people, and at the appropriate time I’ll tell you who the people are. But my primary consultant is myself and I have, you know, a good instinct for this stuff.”

Throughout that race and ever since, Trump has insisted that those who came before him were “stupid people” who made terrible mistakes and ruined the country because their brains were not nearly as big as his. When it came to foreign adventures, he was particularly determined not to repeat the errors of the Iraq and Afghanistan wars. So naturally, Trump has embarked on a war with Iran in which he is making a whole new series of mistakes, borne of his own brand of stupidity and reinforced by the morons with whom he has surrounded himself.

You’ve heard of the Deep State. This is the Derp State.

The most basic, high-school-level knowledge of world affairs would tell you that if America launched a war on Iran, among the primary risks we would have to plan for is that Iran might shut down the Strait of Hormuz by attacking ships passing through it, thereby throttling world oil supplies. Trump and his people apparently thought that was nothing to worry about:

Top Trump officials acknowledged to lawmakers during recent classified briefings that they did not plan for the possibility of Iran closing the strait in response to strikes, according to three sources familiar with the closed-door session.

The reason, multiple sources said, was administration officials believed closing the strait would hurt Iran more than the US — a view that was bolstered by Iran’s empty threats to act in the strait after US strikes on Iranian nuclear facilities last summer.

When they turned out to be spectacularly wrong about that, they thought maybe the U.S. government could offer to insure the oil tankers now being fired upon, but they learned that was also something they knew nothing about. “U.S. officials called London insurers and brokers, trying to figure out how the market operates,” the Wall Street Journal reported, but that didn’t go anywhere either. Yet as far as Trump is concerned, things are going great.

Lessons not learned

What makes this all even more maddening is that so much of it grows from the war in Iraq, and Trump was certainly right that the Bush administration did a lot of stupid things there. They assumed that because the U.S. military is very good at killing people and blowing things up, that would solve most of their problems. They thought it was a waste of time to understand the complexities of Iraqi society. To do the work of rebuilding the country they sent a bunch of 20-something ignoramuses whose chief qualifications were having had a Heritage Foundation internship or being the kid of some conservative pundit.

So as he embarked on his war on Iran, Trump believed he was being smart by avoiding those particular mistakes. But because Trump does not in fact have a very good brain, he didn’t grasp that the Bush administration’s error was more fundamental than simply thinking we could build a stable democracy out of the destruction it created. The real error was believing that the war would be simple and easy, and we didn’t really need to understand anything about the place we were invading — its history, its internal politics, the motivations of the key actors there, the incentives those actors face, and so on.

Trump may not be interested in nation-building, but he and his administration are repeating precisely that mistake. And like the Bush administration, the Trump administration views expertise, experience, knowledge, and planning with contempt.

You can see it in the person tasked with overseeing this war, the former weekend Fox & Friends co-host Pete Hegseth, who puffs out his chest and preens for the camera while proclaiming that the military is all about “maximum lethality” now, having purged the women and minorities who were dragging down the “warfighters” with their concern about boring things like logistics and their whining about rules of engagement. As part of that effort, he gutted the office charged with reducing civilian casualties in our military engagements. And if that means the military is using outdated target lists that lead us to bomb a girls’ school and kill 175 people, mostly children? Only losers would care. To judge Hegseth by his overcompensating public comments, this war is a spectacular success, because we’re blowing lots of stuff up. Strategic thinking is for pantywaists.

This is Trump’s Derp State in action, an administration full of people who are not only ignorant and stupid, but believe that anyone who knows what they’re doing or tries to anticipate problems that might arise is a traitor to the cause. This is not something unique in history; authoritarian regimes are often characterized by the way they elevate idiots to positions of power. As Christian Gläßel and Adam Scharpf explain from their study of the Argentine military, dictatorships offer career advancement to the least capable people, who benefit when professionalism is discarded:

But in Argentina in the 1970s, the military dictatorship offered another option: a parallel unit that needed staffing, valued loyalty over competence, and offered career-pressured officers a second chance. The dirty work of state terror — kidnapping, torture, disappearing people — was psychologically repugnant enough that high-performing officers with smooth career trajectories had every reason to avoid it. But for the men at the bottom of the cohort, it was a ladder … The worse an officer’s academic record, the more likely he was to join the secret police. Once inside, the worst performers were assigned to the most brutal departments, where the work was most repugnant and the career reward for doing it most valuable.

This is exactly what is playing out most visibly in ICE and CBP, which have dramatically increased their head count as they build an army of masked thugs sent out to terrorize the citizenry. But it applies to the entirety of the Trump administration, which has given thousands of mediocrities and simpletons more power and responsibility than they could ever have dreamed of in an even marginally well-functioning government.

You can see it everywhere you look, from the FBI director who thinks that what his agents need is to learn MMA fighting techniques, to the DOGE bros cancelling hundreds of grants and programs despite neither knowing or caring what they actually did, to the DoJ’s constant faceplants (the most recent: “Donald Trump’s Department of Justice spent weeks emailing its request for Oklahoma’s voter rolls to the wrong email address. Then it sued Oklahoma for not complying”), to the federal workers fired and then frantically rehired when it turned out they did important things like securing nuclear weapons, to the war plans mistakenly shared with a journalist over a Signal group chat (“We are currently clean on OPSEC,” or operational security, Hegseth confidently proclaimed). Presiding over the whole enterprise is the biggest halfwit of them all — and even those who have an inkling of what they’re doing know that if they tell him what he doesn’t want to hear, they won’t be long for their jobs.

Through it all, they tell us that they have finally restored “meritocracy.” But what we actually have is a government run by the dumbest people, who think they’re the smartest people. Because they’re so dumb, they can’t see how dumb they are. And it will only get worse.

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Some simple spatial analytics of Cape Town

Rio de Janeiro let its hillsides be filled in with lower-cost dwellings.  The result was a significant increase in the crime rate.  On the more positive side of the ledger, upward mobility increased too.  If you live in a decent favela, you can get to a downtown job with not too much difficulty, albeit with some travel risk.  Note however that some of those jobs include “theft.”

Cape Town has not filled in its hillsides, and you see empty, valuable land all over the place.  The townships have remained remarkably segregated, both racially and spatially.  The nicer parts of Cape Town also have remained relatively safe, both for whites and for upper class blacks.

One secondary consequence of this equilibrium is very high unemployment in the townships, staggeringly high in fact.  It is expensive to get from most of the townships to a job in the nicer part of town.  For South Africa as a whole, GPT Pro reports:

OECD reports that around 70% of discouraged jobseekers cite location as the main obstacle to looking for work, and that commuting can absorb up to 37% of post-tax income for the lowest quintile, or up to 80% once time costs are included. The World Bank estimate is even harsher for the poorest households: up to 85% of daily income once the opportunity cost of time is counted. In effect, many low-wage jobs are too costly to search for, reach, or keep.

And see this link.  Young male workers in particular find it hard to get the experience that would enable them to prove themselves reliable and then keep on climbing a skills ladder.  So they stay in the townships, maybe engage in some black or gray market labor, and collect some welfare payments.  They also might commit crimes against each other.

Which in turn makes the notion of filling in the hillside with low-cost housing all the less appealing.

It is difficult to solve the problems of South Africa.

Addendum: Note also that South African agriculture is capital-intensive, as you might expect from a wealthier country.  So subsistence agriculture is less of an option here, compared to many other African nations, and that leads to all the more overcrowding in the poorly located townships.

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Slavery and Tariffs

The latest excuse for imposing tariffs is even less credible than previous excuses.

March 12, 2026

In Ohio today, Republican candidate for governor Vivek Ramaswamy launched a $10 million TV and digital ad campaign to run until Election Day. Jeremy Pelzer of Cleveland DOT com explained that this ad buy alone is more than twice as much as the $4.4 million Democratic candidate Amy Acton, the former state health director, has raised, and it is only about half of the $19.5 million Ramaswamy’s campaign has raised.

Forbes reported in December 2025 that Ramaswamy’s net worth had nearly doubled, from about $1 billion to about $1.8 billion, since he announced his candidacy in February 2025.

On March 9, Mike Baker and Steven Rich of the New York Times published a long exposé of the corruption of American politics by billionaires. They explain how underwriting political campaigns from those for local school boards to the presidency has enabled the very wealthy to lock in their policy preferences for tax cuts, deregulation, and cuts to the social safety net while also steering valuable government contracts to themselves.

In 2024, Baker and Rich note, 300 billionaires and their immediate family members donated 19% of all political contributions in federal elections, either directly or through political action committees (PACs). While that amount does not account for money that might have gone through dark money groups that don’t have to disclose their donors, it still amounts to more than $3 billion, or an average of $10 million per family.

The authors’ example of what this flood of money looks like in the political system is the victory of Senator Tim Sheehy (R-MT), who beat popular Democratic incumbent Jon Tester in 2024 with the help of $8 million from billionaire Stephen Schwarzman and at least 63 other billionaires and 37 of their immediate family members, who donated about $47 million to Sheehy’s Senate race.

In the Senate, Sheehy “has become a key ally on tax policies that benefit the wealthy and cosponsored a proposal to eliminate the estate tax,” the authors note. Sheehy has been in the news lately for killing a decades-old solar energy tax credit when his own home uses solar power. Sheehy’s spokesperson declined to tell reporters if he had used the tax credit for 26% of the system’s cost.

Sheehy has also been in the news for jumping into the effort of three Capitol Police officers to eject a protester opposed to the Iran War from a Senate Armed Services Committee hearing. The arm of Brian McGinnis, a Marine Corps veteran who was wearing his dress uniform, was stuck behind the door. As Sheehy threw his weight into McGinnis, there was the audible crack of his arm breaking. When a spectator called Sheehy a coward, the senator appeared to tell him: “Go f*ck yourself.” Sheehy later said he was trying to “de-escalate the situation” and blamed McGinnis for “causing…violence.”

Billionaire Elon Musk spent close to $300 million in the 2024 elections, putting much of it, as well as the support of the social media platform X, behind Trump. After his leadership of the Department of Government Efficiency created a backlash to his companies and sparked a rift between him and Trump, Musk said he was going to step back from political spending.

And yet by the end of 2025, he had already given $20 million to Republicans to prepare for the 2026 elections. “It’s a big deal for Trump and for the Republicans to have the world’s richest man on their side,” Republican strategist Brian Seitchik told Julia Mueller and Julia Shapero of The Hill in February.

Baker and Rich noted that while both parties had reaped windfalls from billionaires in the past, in 2024 that money turned sharply toward Republicans. For every dollar of billionaire money that went to Democrats, they wrote, five dollars went to Republicans.

During his term, President Joe Biden called for securing the solvency of Social Security and Medicare and addressing the growing national debt with higher taxes on the wealthy and corporations. He wanted to increase the tax rate for those making more than $400,000 a year, to close the carried-interest loophole, and to impose a tax of 25% on Americans with a wealth of more than $100 million, saying during his 2024 State of the Union address: “No billionaire should pay a lower tax rate than a teacher, a sanitation worker, a nurse.” When she took over as the Democratic candidate, Vice President Kamala Harris also called for higher taxes on the wealthy, although at slightly lower rates than Biden backed.

In contrast, Trump promised billionaires he would extend the 2017 tax cuts that benefited the wealthy and corporations. At a fund raiser at Mar-a-Lago, he told oil executives that they should raise $1 billion to put him back in office. That price tag would be a “deal,” he told them, because of the taxes and regulations they would avoid if he were in charge.

And so, some of them pumped money into his campaign. Once back in office, Trump gave his wealthy supporters what he promised: the One Big Beautiful Bill Act that extended the 2017 tax cuts, cut regulation, and slashed the social safety net.

But along with those tax cuts and deregulation, those who supported Trump gave the country an erratic president who has destabilized the world economy through tariffs and now has led us into war in the Middle East.

Today Paul Krugman wrote in his newsletter that this is “The Billionaires’ War,” since it was their campaign money that mobilized low-information voters to rally behind Trump and his minions: “The Gang That Couldn’t Think Straight,” as Krugman puts it.

There are major societal implications for that war. It is already costing at least $1 billion a day, and administration officials have suggested they are going to ask Congress for more money for it. That request will come on top of the news of March 10 that, according to the Congressional Budget Office, the U.S. has borrowed $1 trillion over the past five months—that’s $50 billion a week on average—as Trump’s tax cuts slash revenue.

Republicans are sounding the alarm about the ballooning debt and suggesting the only way to address it is to cut more programs that benefit the American people. But that raises fundamental questions about the purpose of the U.S. government. What should it do? Whom should it benefit, and why?

In the 1860s, during the U.S. Civil War, the Republican Party reacted to rising expenses and growing debt not by punishing everyday Americans, but by inventing the income tax. In a time when the very existence of the American government was under threat, Republicans argued that the federal government had a right to “demand” 99 percent of a man’s property for an urgent necessity. When the nation required it, Vermont’s Justin Smith Morrill said, “the property of the people…belongs to the Government.”

From the beginning, congressmen graduated the taxes according to income. Morrill said: “The weight [of taxation] must be distributed equally not upon each man an equal amount, but a tax proportionate to his ability to pay.”

Recognizing that those who supported the government financially would care deeply about its survival, the American people welcomed the taxes. Even conservative Republican newspapers declared, “There is not the slightest objection raised in any loyal quarter to as much taxation as may be necessary.”

Notes:

https://www.nytimes.com/2026/03/09/us/billionaires-federal-election-campaign-contributions.html

https://www.politico.com/news/2026/03/08/gop-senator-mocked-green-energy-crap-his-home-runs-on-it-00791293

https://dailymontanan.com/2026/03/12/montana-sent-a-senator-to-washington-not-a-bouncer/

https://www.independent.co.uk/news/world/americas/us-politics/tim-sheehy-iran-war-protester-senate-b2932413.html

https://www.cleveland.com/news/2026/03/vivek-ramaswamy-launches-10-million-ad-campaign-for-ohio-governor.html

https://www.opensecrets.org/news/2025/03/elon-musk-tops-list-of-2024-political-donors-but-six-others-gave-more-than-100-million

https://thehill.com/policy/technology/5727198-musk-political-fray-big-2026-midterm-donations/

https://www.cnbc.com/2024/03/15/bidens-billionaire-tax-hits-the-super-rich-can-a-wealth-tax-work.html

https://www.cnbc.com/2023/03/09/president-bidens-proposed-2024-budget-calls-for-top-39point6percent-tax-rate.htm

https://taxfoundation.org/research/all/federal/kamala-harris-tax-plan-2024/

https://www.nbcnews.com/politics/2024-election/trump-tells-billionaires-ll-keep-taxes-low-50-million-fundraising-gala-rcna146748

https://www.washingtonpost.com/politics/2024/05/09/trump-oil-industry-campaign-money/

Paul Krugman
The Billionaires’ War
It becomes clearer with each passing day that the people who took us to war with Iran had and have no idea what they’re doing — that they’re adolescents who think they’re playing video games while thousands die and the world careens toward economic crisis. The New York Times…
Read more

https://fortune.com/2026/03/10/treasury-debt-borrowing-five-months-deficit-warning/

https://www.cbo.gov/system/files/2026-03/61978-MBR.pdf

Justin Smith Morrill, Congressional Globe, 37th Cong., 2nd Sess., p. 1194.

Philadelphia Daily Evening Bulletin, March 14, 1862.

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Politics Chat, March 12, 2026

Money is Flooding into the Political System

Collections: Warfare in Dune, Part II: The Fremen Jihad

This is the second part (I, II) of our somewhat silly look about the plausibility of warfare in Frank Herbert’s Dune. Last week, we looked at the system of warfare that is dominant in the setting when the first book opens: warfare among the Great Houses. While I noted some worldbuilding issues I see – some of the physics doesn’t quite work out, I don’t think lasers are satisfactorily dealt with and the implied social system doesn’t seem even remotely stable– we’re going to accept for this part that the system works more or less as Herbert describes it.

The various Houses (Major and Minor) maintain relatively small militaries of trained close-combat fighters who fight using shields. Because shields reduce the effectiveness of ranged combat nearly to zero, this system of warfare dominates among the Great Houses and because untrained, unshielded fighters are so profoundly vulnerable to trained, shielded ones, outside military challenges to this system are generally unsuccessful, enabling the small, closed and mostly hereditary elite with their retinue-armies of shielded fighters to maintain a stranglehold on political and military power. They use that power to run relatively inefficient patrimonial ‘household’ governments over entire planets, siphoning off what little economic production they can – because their administration is so limited – to fund their small armies.

What keeps the armies small is both that the resources of the Great Houses are limited – again, small administrations – but also that the core components of industrial military power in this setting (trained fighters, shields, ornithopters, frigates) are clearly very expensive, both to build and to maintain. And as an aside, because it will be relevant below, it is clear even in the books that wear and tear on shields is a major cost: “The Harkonnens certainly used plenty of shields here, “Hawat said. “They had repair depots in every garrison village, and their accounts show heavy expenditures for shield replacement parts.” (Dune, 88, emphasis mine). In short, these elements of military power represent ongoing expenditures, requiring maintenance and logistics which is going to matter a bit below.

This week we’re going to look at how the Fremen disrupt this system and ask if the Fremen success in doing so seems plausible. We’ll do so generally accepting Herbert’s clear description of the Fremen as superlative warriors, even though long-time readers will know that I find the idea of the Fremen being such superior warriors broadly unlikely. But as we’ll see, even if the Fremen are remarkably skilled warriors, they are unlikely to succeed in their jihad against the society of the Known Universe.

Denis Villeneuve’s adaptation, I think, does a better job than any other at selling the impending horror of the jihad. Indeed, the David Lynch adaptation wholly fails at this, imagining Paul close to an uncomplicated hero, rather than as something approaching a horror villain.
In particular, the reduction of Stilgar from the clever, charismatic, thoughtful figure of the first film to the blind fanatic of the ending scenes of the second film is astoundingly powerful and well-delivered.

But first, as we’re going to cover below, equipping a fighting force with Dune’s version of modern military power – shields, ornithopters and frigates – is expensive. If you want to help me equip a Great House of trained fighters to challenge the Imperium, you can support this project over at Patreon. If you want updates whenever a new post appears or want to hear my more bite-sized musings on history, security affairs and current events, you can follow me on Bluesky (@bretdevereaux.bsky.social). I am also active on Threads (bretdevereaux) and maintain a de minimis presence on Twitter (@bretdevereaux).

Wars of the Fremen

We should start just by outlining exactly what the Fremen do, both what we see in Dune and what we are told about in Dune Messiah.

The Fremen are, at the time Dune begins, the native population of Arrakis and we are told there are about 15 million of them. They maintain some small levels of industry – mostly things which can be rapidly moved – back lack large industrial systems and notably lack the ability to produce any of the elements of industrial military power (shields, aircraft, frigates) essential to the warfare of the Great Houses, though they do at time capture and use this equipment.1 The Fremen are already highly capable warriors, but because they lack these elements of industrial military power – especially shields – it is easy for the militaries of the Great House to oppress them. In particular, the Fremen have no defense against laser weaponry, which is devastating against unshielded opponents.

When Paul arrives, he organizes the Fremen for what is initially a classic protracted war campaign against the Harkonnen occupation, which eventually sufficiently disrupts spice production to bring the emperor himself to Arrakis. The result is something of a science-fiction rerun of Dien Bien Phu: the foreign occupier, convinced that his industrial military renders him unbeatable in a conventional engagement intentionally and arrogantly extends his force into enemy territory only to be cut off and defeated.

A few things make this Fremen success work. First, the Fremen operate from a terrestrial base that their enemies cannot attack effectively (the deep desert). The Fremen also operate with tremendous local knowledge: because they are the indigenous population, it is easy for their agents to infiltrate into the settled zone the Harkonnen control, meaning that the Fremen have good visibility into Harkonnen operations even before their leader becomes a prescient demigod. Perhaps most importantly conditions on Arrakis negate most of the advantages of industrial military power. As Hawat notes, ornithopters suffer substantial wear-and-tear on Arrakis, making it expensive (but not impossible) to maintain large fleets of them; shields too apparently are hard to maintain. The large sandstorms that rage basically anywhere except in the small area protected by the ‘Shield Wall’ mountain range (which is where all of the cities are) can disable shields at almost any scale. But most of all, shields attract and drive mad the large local sandworms, making their use on the ground in the open desert essentially suicide.

Consequently the Fremen able to win in part because they occupy the one place in the whole universe where the military ‘package’ of the Great Houses does not work.

And to be honest, I do not find the way the Fremen win on Arrakis to be wholly implausible. Given their mastery of the local terrain and infiltration of the local population, it makes sense that the Fremen would be very hard to uproot and might steadily bleed an occupying force quite badly over time. At the same time, the idea that Shaddam IV and House Corrino might – somewhat arrogantly – assume they that could safely extend themselves down to the surface is the sort of military error regular armies make all the time. Finally, it also makes sense that the Harkonnen and Corrino armies coming to Arrakis might fail to adapt to Fremen warfare – fail to adapt to warfare without shields, for instance – because they do not perceive their primary security threat to be the Fremen (the Harkonnen, we’re told, consistently underestimate how many Fremen there are). So while they should respond to the Fremen with guns and artillery, it makes sense that initially they respond with the sort of armies that work for all of their other problems: trained melee fighters with shields.

And if – again, we’re accepting this for the sake of argument – if the Fremen are the superior close-combat fighters, the result of that effort might well go this way. Especially with a prescient leader pushing them forward to victory. Crucially, the victory at Arrakeen fundamentally depends on these local factors: Fremen knowledge of terrain enables Paul to mass his forces undetected and observe the Corrino disposition safely and to thus to stage a coordinated surprise attack against his opponents. Sandworms enable him to deliver an attack force rapidly through a sandstorm and the storm itself disables the defender’s shields, enabling him to disable their frigates and also neutralizing much of their airpower. Fremen victory is almost entirely reliant on factors unique to Arrakis.

So that is more or less fine. The problem I have is really with everything that happens next.

While Frank Herbert’s Dune (2000; the sci-fi miniseries) doesn’t engage much with the concept of the jihad, its sequel, Frank Herbert’s Children of Dune (2003), opens its treatment of Dune Messiah with this stark scene of the destruction wrought by the jihad, necessary for understanding the story to come. As always, it is limited by budget, but I think the sequence is effective.

What Happens Next…

I think we should be clear what Dune and especially Dune Messiah lead us to understand comes next to avoid unnecessary wrangling in the comments. While we do not see it, the Fremen wage an absolutely massive, known-universe spanning war in which they conquer thousands of worlds and kill sixty-one billion people (the statistic given in Dune Messiah).

Equally, we are supposed to understand that this result was inevitable. Indeed, this is one of the central themes of Dune, that by the time Paul’s prescience has developed sufficiently for him to understand the road to his Jihad, it is already too late to stop it. As we are told of Paul’s thoughts, “He had thought to ppose the jihad within himself, but the jihad would be. His legions would rage out from Arrakis even without him. They needed only the legend he already had become.” Just after, right before his duel with Feyd, he thinks, “from here, the future will open, the clouds part onto a kind of glory. And if I die here, they’ll say I sacrificed myself that my spirit might lead them. And if I live, they’ll say nothing can oppose Muad’Dib” (Dune 482, emphasis original). The point is the Jihad happens either way.

I want to stress that: even without Paul Atreides’ prescience, the Jihad happens and at the very least burns across the known universe doing massive destruction; in fact, even without Paul the Fremen win.

That position – that the destruction of the Fremen Jihad is not merely possible but inevitable to the point that Paul cannot stop it – puts a very, very high bar on its military plausibility. In particular it rules out any defense that Fremen victory is simply because Paul, as a prescient military leader, can simply pull an endless series of ‘inside straights.’ Remember: the Fremen explicitly still win even in Paul Muad’Dib Atredies is dead at the hands of Feyd Rautha Harkonnen. It is not enough for it to be possible for the Fremen to win, it must be impossible for them to lose.

Now in the thematic world of Dune, that is because military victory is fundamentally a product of the Fremen Mirage: societies have an inherent vitality to them and the Fremen are vital, hardened by the harshness of Arrakis, in a way that the Great Houses are not. In Herbert’s mind, that is enough: the ‘hard men’ created by the ‘hard times’ of Arrakis will inevitably triumph once an event – the emergence of Paul as a heroic figure – spurs them into action. Paul is thus die Weltseele zu Pferde, “the world-spirit on horseback,” the archetypal ‘great man of history’ who embodies supposed historical forces which are larger than him, which act through him and which would act without him.

Except of course the problem is that both the Fremen Mirage and the Great Man Theory of history are, to put it bluntly, rubbish– grand historical narratives which simply do not fit the contours of how history actually works. ‘Hard men’ from ‘hard places’ and ‘hard times’ lose all the time. Societies only seem ‘vital’ or ‘decadent’ when viewed in retrospective through the prism of success or failure that was contingent, not inevitable. History is full of movements and moments which cannot be explained through the agency of ‘great men.’ There is, in fact, no ‘world spirit’ guiding history like an invisible hand, but rather a tremendous number of contingent decisions made by billions of people with agency acting with free will.

So rather than simply assume that because the Fremen are moving with the ‘universe spirit’ of history as it were, that because they are a vital people, because they are ‘hardened’ by Arrakis, that they win by default, we’re going to ask are the Fremen actually likely to win in their Jihad? Remember: the books present this not merely as likely but inevitable. Is it likely?

Oh my, no.

The War With the Great Houses

I think we actually want to think through this conflict in two rough phrases. Initially, the Fremen leaving Arrakis are going to be confronted by the traditional militaries of the Great Houses. We’re never told how many Great Houses there are, but it is clearly quite a lot – the institution still very much exists in God Emperor of Dune despite the fact that we’re told 31 Houses Major (the upper-rank of the Great Houses) had collapsed. The implication is that 31 Houses Major do not represent even a majority. Likewise, the entire political system of the Corrino Imperium only works if the Houses of the Landsraad collectively had more military power than the Corrino Sardaukar, such that the emperor had to keep them divided at all times (and such that, acting collectively, groups of them might force concessions from the emperor). Given that Baron Harkonnen thinks just two legions of Sardaukar could easily overwhelm his entire offensive force of ten legions, the implication has to be that there are quite a few Houses Major with military forces on the scale of House Harkonnen.

In short the Fremen are likely to be faced by many dozens of ‘House armies’ ranging from the high tens of thousands to the low hundreds of thousands, probably collectively representing several million trained fighters with shields (I’d guess a few tens of millions, once Houses Minor are accounted for), ‘thopters,’ frigates and all of the other components of ‘modern’ (for the setting) warfare.

The main advantage the Fremen have – and it is a very significant advantage – is that their control over the Spacing Guild (via control over the spice on Arrakis) means that they can face these forces one-by-one, rather than having to face a large coalition of the Landsraad all collected in a single location. The secondary advantage the Fremen have is that the Great Houses are likely to try to meet them with the same rigid, formulaic armies they have long prepared for use against each other: trained fighters using shields engaging in melee combat. They will probably not be, in the first instance, rapid military innovators – they aren’t set up for that.

But the disadvantages the Fremen face are enormous. First and foremost – and this is going to be central – Fremen manpower is fundamentally brittle. On the one hand, the Fremen do not have a civilian class – all of their people are trained fighters, so basically their entire adult population is available for combat. The problem is that means that there is no underlying ‘peasantry’ as it were to refill the ranks of their losses and the harsh conditions of Arrakis – essential to the entire Fremen thing – are not conducive to a ‘baby boom’ either. Fremen losses will thus be functionally permanent: every Fremen Fedaykin lost is lost forever – a long-term reduction in the total Fremen population and thus available Atreides military force. Meanwhile, Hawat estimates the total Fremen population at roughly 10 million. That represents a fundamentally finite resource which cannot really be replenished: it must provide for offensive forces, for casualties, for garrison forces to hold conquered worlds and with enough left over to maintain both the logistics of the Jihad and the basic rhythms of life in the sietches of Arrakis.

The other major problem the Fremen face is that most of their key advantages evaporate once they are off of Arrakis. Indeed, some invert. The Fremen knowledge of local terrain was crucial to their victory on Arrakis but if anything the Fremen are remarkably badly equipped to understand and fight in other terrains. These are men who cannot conceive of a thing called a ‘sea,’ for instance and one supposes they would not fair well in snow or forest either. Urban terrain is also, crucially, mostly foreign to them. Their mastery of stillsuits, of walking with irregular strides in the desert, of concealment in sand, of the use of sandworms all matter exactly not at all off of Arrakis and in most cases will be active hindrances. At best they will have to face the armies of the Imperium in ‘stand up’ fights, at worst they will be repeatedly ambushed.

What is even worse, the Fremen are stepping into a kind of warfare they are unfamiliar with, for which their society was not designed. Remember: Fremen victory on Arrakis depended on most of the technology of industrial warfare not working there. Sandstorms grounded ornithopters and shields were broadly unusable outside of the towns and villages (and disabled by a sandstorm for the final battle). None of that is true the moment the Fremen step off world.

Worse yet the Fremen supply of industrial ‘firepower’ is fundamentally limited. The Fremen themselves are incapable of manufacturing any of this. One of the sleights of hand here is that while the Fremen disable all of the Harkonnen and Corrino frigates at the opening of their battle at Arrakeen – blasting the noses off – these very ships are handwaved back into functionality for the off-screen Jihad. One wonders how the Fremen – who have never seen this technology before, technology which is built nowhere on Arrakis (we’re told the Harkonnen’s equipment is all off-world import, nothing is manufactured locally) – were able to swiftly repair dozens of high-tech spaceships. Equally, the Fremen lack both the ability to manufacture shields or ornithopters, but also lack the knowledge to maintain shields or ornithopters.

While the Spacing Guild can handle interstellar transport, frigates are going to be a huge limiting factor for the Fremen, as they are required to make the descent from orbit to the surface and are armed warships in their own right. In the books, the Fremen have to damage all of the Corrino ships in order to prevent the emperor’s escape, so their fleet is not immediately ready to fly as here.
I suspect any Fremen campaign would suffer from limited frigates – both for transport and presumably for fighting – through the entirety of it.

They have exactly what they captured from the Harkonnen and Corrino troops and nothing else, with almost no means to repair anything that breaks – this is where my earlier point that shields evidently require a lot of maintenance and replacement matters. While the idea of running an army entirely off of captured weapons is a thing often thought of, functionally no one ever actually makes it work: open the hood on armies claiming to run primarily off of captured equipment and you almost invariably find foreign sponsors providing the bulk of their weapons. The Fremen have no such foreign sponsors – or at least, won’t have them the moment it becomes clear they intend to burn down most of the known universe – so their access to military material is going to be limited.

As a result, the Fremen are going to be a remarkably two-tier force: a small body of troops equipped with looted shields and supported by what aircraft can be maintained, with a larger body of Fremen fighting ‘light’ as they did on Arrakis, but without storms or worms or mastery of local terrain.

On the one hand, the Fremen would presumably be able to outnumber the first individual Great Houses they targeted. Great House armies are small, as we’ve noted, so while the Fremen would have an overall numerical disadvantage (the Imperium has more trained fighters than there are Fremen) locally they would have the advantage, created by their control of the Spacing Guild. It would be less overwhelming than you might first think though, for a fairly simple reason: though the spacing guild is compliant, the Fremen only have the space transports they can capture. Note that the Spacing Guild supplies heighliners, not frigates and the Fremen do not know how to build frigates. So their ground-to-orbit and orbit-to-ground capacity is going to be limited. High – the Harkonnen and Corrino fleets captured on the ground at Arrakeen were large – but limited. Still probably enough to give the Fremen local numerical superiority everywhere they went.

The problem would be attrition: Fremen manpower is brittle. This is made worse by the fact that achieving numerical superiority on multiple fronts – and we’re told this fight encompasses a great many worlds (and planets are big things – most of them do not have all of their major settlements packed in one small area like Arrakis does), so they fight on multiple fronts – would require deploying large numbers of those ‘second tier’ Fremen forces. Those Fremen are going to be lethal in close combat, but extremely vulnerable to the industrialized firepower of the setting: one thing we’re told very clearly is that lasguns are evidently extremely powerful against unshielded enemies.

Meanwhile, as capable as the Fremen are, we also know they are not trained how to fight in shields (it is an entire plot-point in Paul’s duel with Jamis that they do not understand Paul’s slower movements), so once forced by military conditions outside of Arrakis to fight shield-against-shield, some part of the Fremen qualitative edge will be lost even for the ‘first tier’ troops.

And simply put, a few million Fremen is probably not enough to actually sustain that campaign, though I will admit it could end up being borderline, depending on the size of Great House armies and the loss-ratios the Fremen are able to put up. Once you have siphoned off the tens if not hundreds of thousands of soldiers required to garrison worlds that have been taken and accounted for losses fighting technologically superior opponents in unfamiliar terrain, I would guess that Fremen manpower would end up badly overstretched.

Very roughly, we can start with 15 million total Fremen. While Fremen women are trained to fight and Chani is on the front lines, we do not see any other women do so: the Fremen do not employ their womenfolk offensively as fighters, as a rule.2 So accounting for women and children – in a society that we may assume has almost no elderly – that 15 million total Fremen might give us 5 million military aged males available for offensive deployment. Some portion of those will still be needed on Arrakis for spice production, administration and so on, but perhaps it is a small portion.

So perhaps 3 million Fremen available for offensive action off world, of which perhaps only a few hundred thousand can be moved at a time given the limited supply of frigates, charging out into a universe with perhaps something on the order of 15 to 30 million trained fighters. That offensive force will be depleted not only by casualties, but also by the demands of holding and administering captured territory and also that army needs to still exist when the fighting is done, both to deter what Great Houses remain and also to enable the continued existence of the Fremen as a people. If Paul conquers the universe but gets a majority of all military-aged Fremen men (over a decade, so more than one full generational cohort) killed, Atreides rule isn’t going to last very long.

Worse yet (it gets worse) the manpower pool the Great Houses operate from is absolutely vast – there are evidently tens if not hundreds of billions of people in the Faufreluches – so any Great House not entirely wiped out is going to be able to reconstitute fairly rapidly. If you do wipe out a Great House but leave the planet, there are no shortage of richece willing to take their place and then reconstitute a Great House army fairly rapidly. The Fremen are going to be playing whack-a-mole quite a bit, because their opponents have enormous demographic reserves to draw on, while by contrast the Fremen’s own are very limited. Of course the Fremen could start recruiting people out of the faufreluches, but that seems both unlikely (the Fremen do not bother to conceal their contempt for the people of the villages of Arrakis, whose conditions are already much harsher than the average worker in the faufeluches) and would also dull the all-important qualitative edge the Fremen need. So while the perhaps 5 million or so total Fremen military-aged-males is a exhaustible, set resource the 15-30 million Great House fighters is a resource which can be almost endlessly replenished.

It is easy to see the ways this could go wrong. First, the Fremen lack of industrial military power could cause the casualty ratio to turn the wrong way once they are off world. Sure, they have the superior close-combat fighters – we’ve stipulated that – but if you lose half of every attack group to lasguns, hunter-drones or other ranged weapons on the way in (because you haven’t enough shields), the Fremen are simply going to run out of Fremen before they subdue the Great Houses. The other path is one where the campaign sputters: the Fremen win initial (costly) victories due to numbers and mobility advantage but are then forced to dissipate much of their force in garrisons and administration. That in turn enforces something that happens to many great conquering peoples: they become like the regimes they replaced. Fremen leaders with their small military retinues settle down to control and exploit the worlds they garrison while being vassals of the Atreides – in short, they become Great Houses, likely losing whatever distinctiveness kept them militarily superior in the process. In either cause, because the numbers are so lopsided, the loss of momentum for the Fremen probably spells collapse as the balance tips back the other way and the Great Houses, with superior manpower and economic resources, begin whittling down what is left.

In short, Fremen victory against the Great Houses strikes me as possible but implausible, it is an unlikely outcome – one that probably would require a prescient warlord directing everything to perfection in order to win. Which as we’ve noted already, is a failure point for the narrative of the books, which require this war to be a thing that succeeds regardless of if Paul lives or dies.

Of course this assumes broadly that the ‘military resources’ – trained fighters, shields, supplies, frigates and so on – in the ‘system’ remains fairly static: that the Great Houses mostly fight as they have always done, with the weapons they’ve always had. One result of that is that the Fremen never get access to the quantity of weapons to fully modernize their own forces – the Great House armies are, ironically, too small to furnish them enough systems to capture.

Of course those limits might not hold. War is, after all, the land of in extremis. The Fremen assault might be enough to really break the static nature of the faufreluches and unlock a lot more economic potential, which might increase the military resources the Fremen could unlock from captured worlds.

That scenario, it turns out, is both likely and much worse.

Fremen: Total War

First, let us start with the part that this seems likely.

So far we’ve been discussing this as a war between the Fremen and the Great Houses, with the much larger mass of the population left out of it. We’ve done that because I think it is the only version of this war the Fremen could win. But it is also clearly, explicitly not the version of the war that happens.

Again, we’re told in Dune Messiah that the Jihad ends up killing 61 billion people, wipes out forty religions, and sterilized ninety planets.

In short, under Muad’Dib’s leadership the Fremen are not merely waging a war against the noble families of the Great Houses, but rather a war against the people of the Imperium. There is something of an irony that Frank Herbert seems to be clearly thinking in terms of something like the rapid expansion of the Rashidun Caliphate (632-661) here, but the Rashidun caliphs quite deliberately avoided this sort of thing, often offering religious protections to the underlying peoples beneath the empires (Roman and Sassanid) they were attacking to avoid a situation where they faced broad popular resistance. That said, this aspect of Islamic conquest was often not emphasized in the 1960s popular understanding, so Frank Herbert may not have been aware of the degree to which local religions and communities were largely and intentionally left in place during early Islamic expansion.

Either way, it seems almost certain that Paul’s Fremen attempting to extirpate entire religious traditions and sterilize entire worlds, are going to start facing broad popular resistance.

We haven’t seen how Villeneuve will tackle this in his adaptation, but Frank Herbert’s Children of Dune (2003) does have this scene at the beginning which includes forced conversions and executions for those who will not convert. Certainly from Paul’s own description of his jihad – with forty religions wiped out – the implication is that this was a war of forced conversion.

Now obviously the first problem here is that it makes their manpower problem much worse. When the Fremen were just facing the Great Houses, they were outnumbered perhaps 5-to-1, which is quite bad but in the fiction of the setting superior skills can overcome those disadvantages at least some of the time.3 But against a, say, Earth-like planet – of which there must be very many, given that killing 61 billion people did not even cause much of a social collapse in the Imperium – the Fremen might face mass-mobilized armies on just that planet in the high tens of millions. The USSR mobilized an astounding 34.5 million troops during WWII out of a population (pre-war) of about 200 million. Naturally it would be hard to mobilize a whole planet on that basis, but doing so on a modern-Earth-like world would net you around one billion soldiers.

So the idea that the Fremen might find themselves landing forces of, say, 300,000 Fremen warriors (representing basically the maximum carrying capacity of the Corrino and partial-Harkonnen fleets they captured) on a planet only to find themselves facing an opposing force five million or fifty million or five hundred million foes is not out of the question. One of the few ways to force that kind of mobilization from modern societies is to attempt to genocide a population or extirpate their long and sincerely held religion and the Fremen are trying to do both.

Now the Great Houses can control these populations because they maintain local legitimacy, because shield-based fighting gives them a huge advantage against populations that cannot afford shields and because they have demilitarized the lower classes. But the Fremen will have removed all of these factors. The Fremen do not have long-standing local legitimacy – they are a barbarian foreign force trying to take away your religion. They also do not have a shield-based fighting system and lack enough shields to fully equip their force in any case and so take to the field without a technological edge over a mass-mobilizated populace. And worse yet, the very threat they pose is going to push the lower classes to militarize.

Now in pre-industrial societies, this effect was somewhat limited because pre-industrial societies were not capable of fully militarizing their lower classes. But the societies of Dune are post-industrial societies. It may be impossible to provide the high tech instruments of warfare to an entire mass army – not enough shields, ‘thopters and frigates – but it would be trivially easy for these societies to equip the great masses of their population with spears, swords and simple guns.

Ironically, the Fremen would now find themselves immediately caught in the same trap as the Great Houses: trained in a fighting style that emphasizes close combat, they would try to have close-combat mass-battles with huge, unshielded armies of melee combatants, rather than being set up to use their shields to maximum advantage by conducting the fighting at long range.

Facing even relatively modest mass armies would require the Fremen to deploy a lot of their available manpower simply to be able to hold ground on the kind of scale these wars would be fought on, which would make the two-tier structure of their army even more of a liability because it would force them to field those second-tier troops in quantity. And while a Great House might be dumb enough to fight those second-tier unshielded troops in close combat – that being their habit – one imagines a mass army of resistance might approach it differently. After all a mass army is going to look for cheap ways to arm hundreds of thousands or millions of fighters and guns and artillery are relatively cheap compared to shields and ‘thopters. And we know that the basic technology of artillery is not lost, because Vladimir Harkonnen uses it as a surprise tactic against the Atreides.

Heaven help the Fremen if some planet somewhere stumbles on the same idea and expands it out to a fifty-million-soldier army against a largely unshielded, close-combat-based infantry Fremen force. Ask the survivors of the Battle of Omdurman (1898) what happens when the most skilled, motivated, desert-hardened and determined ‘hard men’ attempt to charge machine guns with contact weapons. While the ‘first tier’ Fremen troops with captured shields might still be effective, after their ‘second tier’ supporting units were obliterated they would be horribly outnumbered, easy enough to simply mob down with bayonets.

Even if the Fremen qualitative edge remained intact – perhaps because their opponents continued to operate in the contact-warfare frame rather than rediscovering projectile weapons – the attritional structure of the conflict would become unsustainable pretty quickly. Paul could easily lose half of his entire offensive force fighting a single partially mobilized world of this sort with a 15:1 casualty ratio in his favor.

But there’s an even worse outcome here for the Fremen, especially given the length of the conflict: total economic mobilization. So far we’ve considered worlds with perhaps days or weeks of warning doing panic mobilization while under attack, churning out as many rifles and swords as they can to put together mass armies, relying on the fact that planets are very big and so any conquest would take months if not years.

Paul’s Jihad lasts twelve years, canonically. For a sense of what twelve years is in ‘mobilization time,’ the United States went from producing almost no tanks in 1939, to just 400 in 1940, to 4,052 in 1941 to 24,997 in 1942, to 29,497 in 1943. In 1939, the United States built 5,856 aircraft; by 1944, it was building more than 8,000 aircraft a month.[efn_notes]Statistics via Overy, Why the Allies Won (1995), 331-2.[/efn_note] Again, as we’ve already noted, the only way the small armies of the Imperium make sense with its attested population (which must be more than the 61 billion Paul kills) is if this society is mostly demilitarized. We see plenty of industrial capability – aircraft, space-ships and so on – it is just that these noble houses with their limited administration cannot mobilize that capacity for war.4 The technology and population exists, what is lacking is the administrative capacity and political will to employ it. And while we might imagine that Dune‘s frigates and ornithopters are more complex machines than WWII-era aircraft, tanks and warships, it is equally the case that we’re thinking about the economies of entire planets rather than individual countries.

But for a planet that found itself not immediately under attack but very obviously in the path of Paul’s Jihad – perhaps with a well-entrenched local religion – that calculus is different. Information might spread slowly in the Imperium, but not infinitely slow – at least the elite do seem to have some sense of affairs in distant places. Those richece, perhaps with their nobles or without them, might well opt to do what those noble houses with their tiny, underdeveloped administrations could not: mass mobilize not just people but industry, unlocking the productive capacity of several billion people and turning much of the civilian economy over to a war-footing in a way that the Great Houses, with their small administrations and very limited legitimacy never could. Show the people film-strips of Paul Muad’Dib’s army murdering billions and sterilizing worlds and say, “that is coming here unless you line up to work in the factory churning out ninety thousand ornithopters a year.” Big posters that say, “to keep the Fremen Fedaykin murderers away from Our Holy Sites, we need YOU to hit our target of launching two thousand heavy weapons frigates this year!” Industrial societies engaged in something approach total economic mobilization can produce enormous amounts of destruction very rapidly.

The Fremen Jihad lasts more than long enough for the more populous worlds of the Imperium to adopt this kind of war economy in preparation and the tremendous violence that the Fremen inflict – again, sixty-one billion casualties – are more than enough to motivate a lot of these worlds to do exactly that.

Paul will, in that event, at least be lucky that the Spacing Guild might let him isolate such worlds, although if you are the Spacing Guild (or an anti-Fremen group of smugglers) you might just be willing to roll the dice to see how Paul’s base of power on Arrakis handles the arrival of thousands of frigates with tens of thousands of ‘thopters carrying millions of heavily equipped troops showing up in the skies above Arrakeen.

The Failed Jihad

Now of course the natural response to all of this is that Paul Muad’Dib Atreides can avoid all of these outcomes because he is the Kwisatz Haderach, able to see the present and the future and thus able to anticipate and avoid all of these outcomes, threading the needle of probability perfectly to guide the Jihad to its victorious conclusion.5 And of course we’ve already noted the flaw in this: Dune is explicit that by the time Paul fully grasps his prescience, it is too late to stop the Jihad, which would happen and succeed even if he was dead. Paul is merely the catalyst for what Herbert imagines as historical – nearly ecological – merely the manifestation of the ‘world-spirit’ of the age moving through history. The Jihad would happen without him. Only the catalyst is required; the rest is inevitable.

And it just clearly isn’t. There are, in fact, quite a lot of ways the Jihad could swiftly fail.

And fundamentally that goes to how Frank Herbert’s vision of military power – one shared by quite a lot of people – differs from how military power is actually generated. In Frank Herbert’s vision, military power is a product of the individual capabilities of fighters, which in turn is produced ecologically based on the harshness of the environment they come from. He imagines huge gulfs in capability, where two legions of Sardaukar can easily overpower ten legions of Harkonnen and Fremen in the desert can inflict even more lopsided casualties on Sardaukar.6 There is a direct correlation then between the harshness of a place and the military power it can produce.

And equally, there is a strongly gendered component of this view in Frank Herbert’s writing: militarily effective societies in Dune are masculine in key ways.7 Harsh conditions, for Herbert, produce intensely masculine societies (whereas the decadence of the Imperium is signaled in equally gendered terms: the gay sexual deviant Baron, the genetic eunuch Fenring, the emperor with his household of daughters and his failure of “father-head”-ship), which in turn produce militarily effective ones.

It is not hard to see how intense and pervasive a view of military power that is, how frequently in popular culture ‘manliness’ is presented as the primary source from which military effective flows. This isn’t the place to get into the modern manifestations of this sort of ideological framework, but it is not particularly hard to find recruiting and propaganda videos that attempt to communicate military effectiveness almost purely through gendered visual language of masculine fitness prowess, as if victory belongs to the army that can do the most push-ups. Herbert’s vision is somewhat more sophisticated than this, but only somewhat. It is water drawn from the same well.

And that simply isn’t how military power is actually generated in the real world. Training certainly matters and there are some kinds of fighting – like horseback archery – that almost have to be deeply socially rooted to be effectively trained. Cohesion also certainly matters, but it can be generated quite a few ways and strong cohesion is certainly possible to produce ‘synthetically’ through training and drill. But the strongest armies do not generally come from the harshest places – indeed, the opposite: for most of human history the military advantage has gone to resource-rich places with dense populations. This is obscured somewhat in popular culture because the exceptions to this rule are so striking but they’re striking because they are exceptions.

But especially after the industrial revolution – and Dune is a post-industrial (very post-industrial) universe – military power is largely generated by economies, a brute-force product of the ability of societies to deploy the most men (supported by their agriculture), the most metal, the most explosives and these days the most electronics. Weaker powers can still win by protracting conflicts and focusing on degrading the will of an enemy, but they do this because they are weaker powers who understand that they do not have much of any chance of winning in a direct confrontation. Indeed, the armies that have put the most emphasis on the ‘fighting spirit’ or individual physical superiority of their soldiers have tended to lose modern wars to armies of conscripted farm-boys and shop-keepers backed up by tremendous amounts of modern industrial firepower.

Of course, as Clausewitz reminds us (drink!) war is the realm of the “play of probability and chance” – a contest in which the stronger does not always win. Military strength may be, in modern times, almost entirely the product of industries, economies and demographics (and the first two more than the last one in most cases), but such raw strength is not the only thing that determines the outcome of wars, which equally depend on the strategic importance of the objective, the political will of the two parties and the vagaries of chance that are omnipresent in war (drink again if you got the reference).

None of this makes Dune a bad book or Frank Herbert a bad author – it is a fascinating book that raises these kinds of ideas and questions. But equally precisely because the book’s understanding of where military power comes from derives not from historical facts but from fictional events, it is worth thinking hard about how it imagines this works and if that actually corresponds to historical trends.

In this case, Frank Herbert imagines that ‘historical forces’ have created an effective inevitability that once roused the Fremen, on account of their harsher society, would storm the universe basically regardless of the balance of logistics, military equipment or numbers because the vague ‘hardness’ of their society makes them unbeatable. It makes for a fascinating narrative, but this is not how history works and indeed the wastelands of history are littered with the half-remembered names of a great many peoples who were ‘hard’ and ‘tough’ and ‘aggressive’ and utterly slaughtered or overrun because the ‘wealthy’ ‘decadent’ and ‘unmanly’ societies they fought also had greater numbers and superior weapons.

So to answer the original question: no, one way or another, the Fremen would fail, though they might fail in the most interesting way – failing not by replacing the faufreluches, but by galvanizing them into producing (or reproducing) a different kind of self-governing society that was far better able to mobilize itself and its resources – and capable of far more destructive, horrifying forms of war.

One wonders what the Dune universe’s version – after the collapse of both the faufreluches and the Fremen – of the First World War, a horror-show of industrial warfare on unprecedented scale – would look like.

Links 3/13/26

Links for you. Science:

How Trump’s FDA is breaking his promise to America’s patients (et tu, Murdoch?)
What Makary’s Plan For Expanding OTC Drug Access Could Mean For Safety
3,500 years of sheeppox virus evolution inferred from archaeological and codicological genomes
Parasitic ant species where every individual is a queen discovered in Japan
Illumina Constellation Becomes TruPath Genome
New Study Debunks Simple Explanation for Mysterious Great White Shark Disappearances

Other:

It’s Not ‘Unforced Errors,’ Hakeem Jeffries. It’s Called Stealing All Trump’s Headlines.
Shoddy People: The redemption of disgrace.
Congress didn’t actually repeal D.C. tax bill, says attorney general
He reported a stolen car. Then ICE arrested him at a police station, he says. DC police face criticism for allegedly assisting ICE in arresting immigrants at police stations
Impact of DHS Agent Surge on Minneapolis-Saint Paul Metro Area Labor Outcomes
The Opposition
They Haven’t Even Started Spending Yet. The terrifying math of money in politics.
The birth of a nation
What Elon Has Done. Elon Musk’s destruction of USAID has faded from public consciousness in America, despite leaving death and destruction in its wake.
A White House Staffer Appears to Run Massive Pro-Trump X Account. A popular right-wing account that called a video depicting Barack and Michelle Obama as apes “a masterpiece” appears to be run by a White House staffer, according to records reviewed by WIRED.
Blind refugee abandoned by Border Patrol is dead. Nurul Amin Shah Alam, a Rohingya refugee from Burma, was nearly blind and spoke no English. He was dropped off by agents in Buffalo on the other side of town from his home. His family was not notified of his release. Police are investigating.
Trump Epstein Scandal Takes Damning Turn as Dem Drops Bomb
3,100 years ago, ancient Egyptian workers defeated a God-King – without using any weapons
What’s the Point of School When AI Can Do Your Homework? (at school, you’ll learn about horses–read the article)
BYE LARRY
Summers To Resign From Teaching Appointments, Relinquish University Professorship Over Epstein Ties
Epstein Files Are Missing Records About Woman Who Made Claim Against Trump
Larry Summers to resign as Harvard University professor amid Epstein fallout
The History We Hide: Trump’s War on Memory
Yes, This Latest Trump Revelation Out of the Epstein Files Seem Big
Small-town Texas revolts over proposed Charlie Kirk memorial
The work-from-home wage premium
As more Americans embrace anxiety treatment, MAHA derides medications
Democrats accuse DOJ of ‘covering up’ files related to allegations against Trump
Trump hides in plain sight at the State of the Union. The president waited until most viewers had tuned out to reveal his worst impulses
New legislation in House would ban taxpayer money from going to Jan. 6 rioters
The archivist preserving decaying floppy disks. It’s a race against time (and magnetic decay) to preserve decades of cultural history stored on obsolete hardware.
Dozens of FBI records apparently missing from Epstein files, including Trump accuser interviews
Flavor Flav is among women’s hockey team fans outraged by presidential snub
‘This is going too far’: Texas rep. appears to pursue staffer who died in explicit text messages

Narcissistic Denial as Policy Planning Process

Trump w
Observed at 16th and P Streets NW, Dupont Circle, D.C.

While I think there’s a tendency ‘overpsychologize’ politicians’ actions, but Trump’s narcissism is just so damn predictive. In our ongoing ‘excursion’* in Iran, we are seeing another example of textbook narcissistic denial (boldface mine):

After Trump administration officials gave a closed-door briefing to lawmakers on Tuesday, Senator Christopher S. Murphy, Democrat of Connecticut, said on social media that the administration had no plan for the Strait of Hormuz and did “not know how to get it safely back open.”

Inside the administration, some officials are growing pessimistic about the lack of a clear strategy to finish the war. But they have been careful not to express that directly to the president, who has repeatedly declared that the military operation is a complete success.

Mr. Trump has laid out maximalist goals like insisting that Iran name a leader who will submit to him, while Secretary of State Marco Rubio and Defense Secretary Pete Hegseth have described narrower and more tactical objectives that could provide an off-ramp in the near term.

Meanwhile, Trump is insisting that Iran did not lay any mines in the Strait of Hormuz, even though they obviously have done so, which is another example of narcissistic denial in action. As I have written (and POASTED!) about so many times, Trump is mentally ill and, as such, experiences periods of delusion, especially when reality does not conform to his desires.

That said, Trump–and the rest of us who are dragged along with him–eventually collide with reality. The narcissistic break is going to be ugly when it happens, and he will likely do something really stupid and impulsive.

*The conventional wisdom is that Trump heard the word incursion, flipped it around in his brain to excursion, and no one wants to correct him.

Friday 13 March 1662/63

Up pretty early and to my office all the morning busy. At noon home to dinner expecting Ashwell’s father, who was here in the morning and promised to come but he did not, but there came in Captain Grove, and I found him to be a very stout man, at least in his discourse he would be thought so, and I do think that he is, and one that bears me great respect and deserves to be encouraged for his care in all business.

Abroad by water with my wife and Ashwell, and left them at Mr. Pierce’s, and I to Whitehall and St. James’s Park (there being no Commission for Tangier sitting to-day as I looked for) where I walked an hour or two with great pleasure, it being a most pleasant day. So to Mrs. Hunt’s, and there found my wife, and so took them up by coach, and carried them to Hide Park, where store of coaches and good faces. Here till night, and so home and to my office to write by the post, and so to supper and to bed.

Read the annotations

‘Software Bonkers’

Craig Mod, on creating his own custom accounting software with Claude Code:

Simply put: It’s a big mess, and no off-the-shelf accounting software does what I need. So after years of pain, I finally sat down last week and started to build my own. It took me about five days. I am now using the best piece of accounting software I’ve ever used. It’s blazing fast. Entirely local. Handles multiple currencies and pulls daily (historical) conversion rates. It’s able to ingest any CSV I throw at it and represent it in my dashboard as needed. It knows US and Japan tax requirements, and formats my expenses and medical bills appropriately for my accountants. I feed it past returns to learn from. I dump 1099s and K1s and PDFs from hospitals into it, and it categorizes and organizes and packages them all as needed. It reconciles international wire transfers, taking into account small variations in FX rates and time for the transfers to complete. It learns as I categorize expenses and categorizes automatically going forward. It’s easy to do spot checks on data. If I find an anomaly, I can talk directly to Claude and have us brainstorm a batched solution, often saving me from having to manually modify hundreds of entries. And often resulting in a new, small, feature tweak. The software feels organic and pliable in a form perfectly shaped to my hand, able to conform to any hunk of data I throw at it. It feels like bushwhacking with a lightsaber.

Don’t get distracted by the mountains of steaming shit that hacks are using these tools to spew. There are amazing things being built by these tools that never would have, or in some cases could have, been built before.

 ★ 

‘Grief and the AI Split’

Les Orchard:

I started programming in 1982. Every language I’ve learned since then has been a means to an end — a new way to make computers do things I wanted them to do. AI-assisted coding feels like the latest in that progression. Not a rupture, just another rung on the ladder.

But I’m trying to hold that lightly. Because the ladder itself is changing, the building it’s leaning against is changing, and I’d be lying if I said I knew exactly where it’s going.

What I do know is this: I still get the same hit of satisfaction when something I thought up and built actually works. The code got there differently than it used to, but the moment it runs and does the thing? That hasn’t changed in my over 40 years at it.

I’ve been thinking about a different divide than the one Orchard writes about here. (The obvious truth is that the AI code generation revolution is creating multiple divisions, along multiple axes.)

The divide I’m seeing is that the developers who are craftspeople are elated because their productivity is skyrocketing while their craftsmanship remains unchanged — or perhaps even improved. They’re achieving much more, much faster, than ever before. It’s a step change as great, or greater than, the transition from assembly code to higher-level programming languages. The developers who are hacks are elated because it’s like they’ve been provided an autopilot switch for a task they never enjoyed or really even understood properly in the first place. The industry is riddled with hack developers, because in the last 15-20 years, as the demand for software far outstripped the supply of programmers who wanted to write code because they love writing code and creating software, the jobs have been filled by people who got into the racket simply because they were high-paying jobs in high demand. Good programmers create software for fun, outside their jobs. Hack programmers are no more likely to write software for fun than a garbage man is to collect trash on his days off.

Orchard’s fine essay examines a philosophical divide within the ranks of talented, considerate craftsperson developers. The divide that I’m talking about has been present ever since the demand for programmers exploded, but AI code generation tooling is turning it into an expansive gulf. The best programmers are more clearly the best than ever before. The worst programmers have gone from laying a few turds a day to spewing veritable mountains of hot steaming stinky shit, while beaming with pride at their increased productivity.

 ★ 

Accents

Mahdi Bchatnia:

Accents is an app that lets you use the iMac/MacBook Neo accent colors on any Mac.

It’s a fun idea from Apple to have default accent colors that are, by default, exclusive to specific Mac hardware. But what exemplifies the Mac is that a clever developer like Bchatnia can make these accent colors available to any user on any Mac via a simple utility like Accents. (Via Michael Tsai.)

 ★ 

Apple’s Platform Security Guide Adds a Brief Note on the MacBook Neo’s On-Screen Camera Indicator

Apple Platform Security Guide:

MacBook Neo combines system software and dedicated silicon elements within A18 Pro to provide additional security for the camera feed. The architecture is designed to prevent any untrusted software — even with root or kernel privileges in macOS — from engaging the camera without also visibly lighting the on-screen camera indicator light.

That’s the whole note, I believe. There aren’t any technical details regarding how exactly this is achieved. Until reading this new note in the Platform Security Guide, I thought the only visible indication of camera usage was the green camera icon in the menu bar. But on the Neo, there’s also a green dot in the upper right corner of the display. That green dot is the secure camera-use indicator, and it’s visible next to the time in the menu bar, and still visible when the menu bar is hidden, like in this screenshot I just took from Photo Booth in full-screen mode. What Apple is stating in this note in the Platform Security Guide is that if the Neo’s camera is being used, that corner of the display is guaranteed to light up with the green dot.

One of the reasons I failed to notice this green dot until today is that with Tahoe’s transparent menu bar and the default green-and-yellow desktop wallpaper for the citrus Neo I’m reviewing, a green dot doesn’t stand out. It’s much more prominent if you enable “Reduce transparency” in System Settings → Accessibility → Display, which gives the menu bar a traditional solid appearance.

 ★ 

Eddy Cue Says F1 on Apple TV Opened to Increased Viewership

Alex Weprin, reporting for The Hollywood Reporter:

In a sign of strength for the streaming platform, Apple’s senior VP of services Eddy Cue tells The Hollywood Reporter that viewership for last week’s Australian Grand Prix was up year over year compared to the 2025 race, which aired on ESPN.

“The 2026 Formula 1 season on Apple TV is off to a strong start, with fans responding positively and viewership up year over year for the first weekend, exceeding both F1 and Apple expectations,” Cue says.

As is typical for Apple, the company declined to give any specific numbers, though last year’s Australian GP averaged 1.1 million viewers for ESPN.

So we don’t know the viewership number, but we know it’s higher than 1.1 million. That’s like a semi-Bezos number.

 ★ 

[ESSAYS] Software Bonkers

I’m software bonkers: I can’t stop thinking about software. And I can’t stop building software.

I’ve always been opinionated about how software should work. Mainly, it should be fast. The bounds of it should be “knowable.” The contract you have with it should be “sane” (i.e., you just own it). But I’m busy, and I’m an OK-but-not-great coder. So all of these software opinions largely stayed locked in my noggin. Then, a year ago, Claude Code appeared.

Tim Cook: ‘50 Years of Thinking Different’

Tim Cook:

If you’ve taught us anything, it’s that the people crazy enough to think they can change the world are the ones who do.

 ★ 

NYT: ‘Meta Delays Rollout of New AI Model After Performance Concerns’

Eli Tan, reporting for The New York Times:

Meta’s new foundational A.I. model, which the company has been working on for months, has fallen short of the performance of leading A.I. models from rivals like Google, OpenAI and Anthropic on internal tests for reasoning, coding and writing, said the people, who were not authorized to speak publicly about confidential matters.

The model, code-named Avocado, outperformed Meta’s previous A.I. model and did better than Google’s Gemini 2.5 model from [last] March, two of the people said. But it has not performed as strongly as Gemini 3.0 from November, they said.

As a result, Meta has delayed Avocado’s release to at least May from this month, the people said. They added that the leaders of Meta’s A.I. division had instead discussed temporarily licensing Gemini to power the company’s A.I. products, though no decisions have been reached.

The two facts in the last paragraph don’t square with me. May is only two months away. If they might ship then, why license Gemini? To me, the “we may need to pay Google to license Gemini” scenario is a sign that Avocado might be a bust and they might be a year or longer away from their own competitive model.

Mr. Zuckerberg, 41, has staked the future of Meta, which owns Facebook, Instagram and Threads, on being at the cutting edge of A.I. His company has spent billions hiring top A.I. researchers and committed $600 billion to building data centers to power the technology. In January, Meta projected that it would spend as much as $135 billion this year, nearly twice the $72 billion it spent last year.

The difference between Meta and Apple might be that Meta is merely a few months away from rolling out its own best-of-breed AI model. But the difference could be that Meta has blown hundreds of billions of dollars pursuing their own frontier models, and Apple has not, and both just license Gemini from Google.

 ★ 

Sports Programming Accounts for Almost 30 Percent of All Ad-Supported TV Viewing

Dade Hayes, reporting for Deadline:

While the rise of sports programming in recent years has been well-documented, new figures from Nielsen illustrate the extent of its dominance. The measurement firm said sports accounted for 29.2% of all advertising-supported TV viewing by people 25 to 54 years old during the fourth quarter. The stat, spanning broadcast, cable and streaming, was part of a report on viewership trends in the fourth quarter of 2025, released Thursday in the runup to upfronts.

Looking at the rest of the pie without sports, broadcast accounted for just 9.8%, with cable coming in at 18%. Streaming drew by far the largest tune-in, with 43% of all non-sports viewing, a reflection of the overall growth of advertising on streaming services like Netflix, Prime Video, Disney+, HBO Max and others.

 ★ 

Claim Chowder: Anthropic CEO Dario Amodei on the Percentage of Code Being Generated by AI Today

Business Insider, one year ago:

Dario Amodei, the CEO of the AI startup Anthropic, said on Monday that AI, and not software developers, could be writing all of the code in our software in a year.

“I think we will be there in three to six months, where AI is writing 90% of the code. And then, in 12 months, we may be in a world where AI is writing essentially all of the code,” Amodei said at a Council of Foreign Relations event on Monday.

I’d marked this one on my claim chowder calendar a year ago, suspecting it would make for a laugh today. But while Amodei wasn’t exactly right, I think he was only wrong insofar as his remarks were too facile. It may well be true that 90 percent of the lines of programming code that are written today, Friday 13 March 2026, will have been generated by AI. If anything, it’s probably a higher percentage.

But where I think Amodei’s remarks, quoted above, are facile is that it hasn’t played out as simply that lines of code that would have been written by human programmers are now generated by AI models. That’s part of it, for sure. But what’s revolutionary — a topic I’ve been posting about twice already today — is that AI code generation tools are being used to create services and apps and libraries that simply would not have been written at all before. It may well be that the total number of lines of code that will be written by people today isn’t much different from the number of lines of code that were written by people a year ago. But there might be 10× more code generated by AI than is written by people today. Maybe more. Maybe a lot more? And a year or two or three from now, that might be 100× or 1,000× or 100,000×.

In that near future, human programmers are likely still to be writing — or at least line-by-line reviewing and approving — code. But as a percentage of all code being generated, that will only be a sliver.

 ★ 

The Week Observed: March 13, 2026

What City Observatory Did This Week

Friday the 13th: A very scary freeway cost estimate.   Oregon and Washington highway departments scheduled a “Friday the 13th” meeting to reveal a long delayed and very terrifying new cost estimate that’s likely to add $10 billion or so to the cost of the Interstate Bridge Replacement (IBR) project.  But at the last minute, in a fit of  triskaidekaphobia, they’ve postponed the release of the scary new estimate until St. Patty’s day, fitting on account of all of the “green” the project is likely to want.

The Interstate Bridge Replacement project’s cost estimates have ballooned from $5–7.5 billion to $12.2 billion to $17.7 billion — and officials spent months deliberately concealing that figure from legislators and the public. Project staff completed the updated estimate by October 2025, yet intentionally withheld it until both the Oregon and Washington legislatures had adjourned, rendering any meaningful oversight impossible.

The excuses offered — particularly that the Coast Guard’s navigation decision delayed the estimate — were flatly contradicted by IBR’s own September 2025 legislative testimony. Internal documents confirm the deception was deliberate.

Meanwhile, consultant billings are approaching half a billion dollars, staff costs have risen over 400%, and the project timeline now stretches to 2045. With only a third of funding identified, cost escalation is virtually guaranteed. The IBR isn’t just over budget. It’s a case study in institutional unaccountability.

Why Dashboards don’t yield accountability.   ODOT has a chronic problem with cost overruns on major highway projects, and fundamentally lacks financial honesty.  One tool that’s been offered is an online “dashboard” to routinely track budgets and schedules and keep projects accountable, but ODOT has failed to include key information on project costs and schedule delays in its legally mandated project tracking website.

ODOT’s largest current project, the $815 million Abernethy Bridge project is more than triple its original cost, and is now falling even further behind schedule, but this isn’t disclosed on ODOT’s project tracking dashboard.

The Abernethy Bridge project was originally slated to be done in 2025, and the project website maintains it will be complete in 2026, but since last year, the contractor’s estimate has been that the project won’t be complete until 2027, with the latest estimate now being for completion in 2028.  These delays will drive the project’s cost, which has already more than tripled, well above $800 million.

You can’t solve a problem you don’t admit you have, and ODOT continues to conceal both cost overruns and failure to meet schedules. ODOT paid consultants in 2025 to tell it to improve accountability by implementing a project dashboard, something that the legislature required starting in 2017.

ODOT’s lousy record of under-estimating costs and ignoring risks bodes ill for its ability to manage the even larger mega-projects now on its list.  The public and the Legislature can have little or no confidence in the ability of the agency to deliver these projects.

Must Read

Missing Massive:  From Brooklyn to Berkeley.  America’s housing shortage is big and real.  While it’s important to pursue small scale solutions, like missing middle housing, it’s also critically important to go big in those locations where demand is strong.  Two projects recently announced projects add more than a thousand homes on single urban sites, and show how missing massive developments can really move the needle in housing supply.

In Berkeley, the University of California is building what will be the city’s tallest building, 23 stories, with beds for more than 1,600 students.

In Brooklyn, the city planning department has approved a new downtown residential tower. Alex Armlovich–who coined the missing massive term–points out this will add more housing, improving affordability, increase patrons on transit, reduce VMT and stimulate the city economy.

Armlovich asks:

Are you tired of your watered-down triplex bills not producing much? Are you trying to downzone townhouse FAR to artificially force ‘plexes to pencil? Consider upzoning for 1,000 units per acre on top of a subway stop instead

It’s a good question.  Promoting duplexes and other forms of gentle density is a positive step to overcoming the straight-jacket of single family zoning, but looking for opportunities to build at much greater density, in locations that can support it, is also a critical tool in achieving affordability.

Being there:  The importance of in-real-life interaction.  Screens Down, Cities Up: The Case for Public Space as Social Infrastructure.  Despite the moniker “social-media” there’s a lot about modern technology that’s profoundly anti-social:  the amount of time we spend with our devices, and working remotely comes at the expense of face to face interaction. The backlash against smartphone culture is real and bipartisan — school phone bans, social media age restrictions, and voluntary digital detox movements are spreading globally. But banning devices only works if something better fills the void.

Reimagining the Civic Commons argues that this is where urban design becomes social policy. Quality public spaces — playgrounds that appeal across age groups, libraries with inventive programming, accessible skating rinks — give people genuine reasons to congregate offline. The Netherlands’ loneliness initiatives and Philadelphia’s innovative parks demonstrate that intentional design fosters belonging in ways no algorithm can replicate.

The lesson for city-builders is straightforward: the antidote to digital isolation isn’t restriction alone — it’s investment. Vibrant, inclusive public space is the most powerful counter-programming to the scroll.

 

New Knowledge

Opportunity Zones:  Redistributing jobs and investment, but not increasing them.  The biggest tax incentive economic development program is the federal opportunity zone program created by the 2017 Tax Cuts and Jobs Act.  The Act gave a generous capital gains tax break for those who invested in designated “opportunity zones” (OZ)–generally low income Census Tracts chosen largely by local officials.  A new study looks at the long term effects of the program.

The study finds that the number of jobs in Opportunity Zone increased, but that increases within zones were largely, or entirely offset by slower growth or declines in adjacent areas.  This is strong evidence that while OZ incentives re-arranged the pattern of development, they didn’t increase overall development.  A non-technical summary of the paper concludes:

OZ designation increased workplace jobs by 1.3 percent. However, approximately 84 percent of these gains were offset by declines in workplace jobs in adjacent low-income communities. When examining all tracts adjacent to OZs, including higher-income areas, the negative spillover effects were even larger, suggesting the program primarily reallocated jobs geographically rather than created net new employment.

A related question is whether residents of Opportunity Zones directly benefited from the jobs created in the zone in which they lived.  A fundamental argument behind OZ’s is that propinquity is a key factor in determining poverty and economic success; that residents of poor neighborhoods are poor because there are few jobs nearby. That doesn’t appear to be the case:  OZ residents don’t seem to benefit much.

This study shows that few jobs attributable to the OZ program went to area residents, and more than three quarters of newly created jobs went to residents of non-low income communities.

. . . fewer than one of every eight newly created jobs in the typical OZ goes to a resident of the same or other OZs. Meanwhile, over 75% of newly created jobs are held by residents of comparatively affluent non-LIC tracts. This result echoes Freedman (2015), who finds that employment growth spurred by NMTC [New Markets Tax Credit] investment predominantly benefits higher-income, more-educated residents of tracts that are relatively distant from those targeted by the program. (page 22.)

 

Matthew Freedman, Noah Arman Kouchekinia, and David Neumark, Understanding the Employment Effects of Opportunity Zones, NBER Working Paper No. 34589 December 2025, Revised January 2026. https://www.nber.org/system/files/working_papers/w34589/w34589.pdf

In the News

Planetizen summarized our analysis of New Jersey Governor Mikie Sherrill’s decision to downsize the Newark Bay Bridge, and the helpful example it provides for dealing with other expensive boondoggles, like Oregon and Washington’s proposed $17.7 billion Interstate Bridge Project.

 

 

Abernethy & Accountability: Dashboards

ODOT has a chronic problem with cost overruns on major highway projects, and fundamentally lacks financial honesty . 

Dashboards are supposed to provide accountability, but ODOT has failed to include key information on project costs and schedule delays in its legally mandated project tracking website.

ODOT’s largest current project, the $815 million Abernethy Bridge project is more than triple its original cost, and is now falling even further behind schedule, but this isn’t disclosed on ODOT’s project tracking dashboard.

The Abernethy Bridge project was originally slated to be done in 2025, and the project website maintains it will be complete in 2026, but since last year, the contractor’s estimate has been that the project won’t be complete until 2027, with the latest estimate now being for completion in 2028.

You can’t solve a problem you don’t admit you have, and ODOT continues to conceal both cost overruns and failure to meet schedules.

ODOT paid consultants in 2025 to tell it to improve accountability by implementing a project dashboard, something that the legislature required starting in 2017.

ODOT’s lousy record of under-estimating costs and ignoring risks bodes ill for its ability to manage the even larger mega-projects now on its list.  The public and the Legislature can have little or no confidence in the ability of the agency to deliver these projects.

Accountability and Dashboards

One of the pat prescriptions for supposedly improving highway department accountability is requiring that the agency maintain a publicly viewable “dashboard” showing project schedules and budgets, and reporting when projects are over-budget and behind schedule.    This was one of the major recommendations of a $50,000 study commissioned by the Oregon Legislature in the middle of the 2025 session.  Never mind–and the consultants who prepared the study didn’t mind, as they knew nothing about it–that the Oregon Legislature mandated, by law, eight years earlier, that ODOT create such a dashboard.  Apparently the Legislature simply forgot that it had already passed a law requiring such reporting as well.  In the just-ended 2026 session of the Oregon Legislature the Senate Committee on Transportation passed a bill that would have required ODOT to implement a version of Washington State’s Gray Notebook–which was similarly required to report on project budgets and schedules.  (By the way, the Gray Notebook is currently on hiatus while WSDOT rethinks how to track projects).

The profound irony here is that Oregon already has a dashboard reporting requirement.  It was something that was included as an accountability measure in the last major transportation package.  More than eight years ago, the 2017 Legislature required ODOT to maintain a project tracking website showing how project costs and schedule compare to actual estimates. The law, ORS 184.661,  requires  ODOT to report “updated information about the projects as they proceed,” to include the “actual amount spent on the project,” and whether a project was completed by “the original estimated completion date.”  Here’s Section 12 of HB 2017:

Project Dashboard Website
SECTION 12. Website. (1) The Oregon Transportation Commission, through the Department of Transportation, shall develop a website.
(2) The website must include:
(a) A list of all transportation projects in the Statewide Transportation Improvement Program and for each project the website must include:
(A) A description of the project and the project benefits;
(B) The estimated cost and estimated completion date;
(C) Updated information about the projects as they proceed, including the actual amount spent to date on the project; and
(D) After a project is completed, updated information, including the amount a project is under or over the original estimated cost and whether a project was completed by the original estimated completion date.
Chapter 750, Oregon Laws, 2017.

No accountability:  A dashboard that hides delays and cost overruns

You’d think that if a dashboard were to work at all, it would work for the biggest and most expensive projects.  But it turns out that for the very biggest project, ODOT has simply failed to accurately report its budget, timeline, cost overruns or schedule delays.  It’s a plain violation of the reporting law.  The largest single project ODOT is currently building is the I-205 Abernethy Bridge project between Oregon City and West Linn.  As we’ve chronicled before, the cost for this project have more than tripled.

ODOT’s original “cost to complete” estimate for the project was less than $250 million, then doubled to almost $500 million, and the rose further to $622 million and then $750 million, and most recently $815 million, and ODOT has acknowledged it could go higher.

 

It’s clear that the project is vastly more costly than originally estimated.  In addition, the project is all behind schedule and falling further behind. But you would be hard pressed to see either of these facts in ODOT’s project web page, which as of March 11, 2026, looked like this.

As you can see, it contains no information about the original or current cost of the project, or the expected completion date.  Instead, there is just a link to a project web page.  For the record, the project web-page also lacks any data about original or current project costs.

DOT’s project tracker website (viewed on March 11, 2026) does claim the project will “conclude” sometime in calendar year 2026 (it doesn’t give an exact date, or a month, or even a calendar quarter), although it doesn’t reveal the original expected construction date, nor does it report the conclusion that the project is behind schedule by at least a year at this point.

 

While the Dashboard itself is less than transparent, its also the case that ODOT officials are still covering up project delays.  In a November 2025 letter describing the status of the I-205 Abernethy Bridge project, addressed to the Oregon Transportation Commission, then-Director Kris Strickler stated:

The project team is actively managing risks to on-time and on-budget completion of the project.

Strickler’s letter implied the project could still be on-time and on-budget.  In reality, the I-205 Abernethy Bridge project already is way over budget and a year  behind schedule.  The project was scheduled to be completed in 2025 according to ODOT reports in  2024; Press reports say ODOT announced it was postponing completion from Fall 2025 to Fall 2026.  The last 2025 ODOT presentation to the Transportation Commission said the project may be done in “Winter 2026,” (by which they actually mean the fourth quarter of calendar year 2026, not the first quarter), while the schedule of payments to the project’s construction contractor continues through the first quarter of 2027.

This continues to get worse:  New information included in the March 2026 Oregon Transportation Commission agenda packet shows that since at least January of 2025, ODOT’s contractor, Kiewit, was saying the project wouldn’t be finished until 2027.  The latest information now shows that Kiewit is projecting the project will continue until January, 2028:

 

It’s at least a year, and half a billion dollars too late to be talking about delivering this project “on-time and on-budget.”
The new information in the OTC March Agenda packet warns that costs are going to go up even further.  The staff admits delays will add $10 million to contract monitoring costs for ODOT, and an ominously unspecified amount of additional charges from the contractor:
At best, a dashboard is a clever gimmick for pretending to offer accountability.  But the dials on the dashboard gauges aren’t even connected to anything.  You can’t solve a problem you don’t admit that you have.  And ODOT simply refuses to admit, even for its largest current project that it is a year, probably two behind schedule, and three times over budget.  Oregon’s dashboard law has done nothing to prevent these delays and overruns, and has even failed to cause them to be accurately revealed.  ​​​

Implications:  ODOT can’t manage project budgets and schedules

As big as the ABernethy Bridge project is, it is much smaller than the next two megaprojecs in the ODOT pipeline:  the estimated $2.1 billion I-5 Rose Quarter project and the Interstate Bridge Replacement, which internal documents say could cost as much as $17.7 billion.  The fact that ODOT badly under-estimated the budget and duration of the much smaller and shorter Abernethy Bridge project should give legislators and the public pause about its ability to deliver on these much larger projects.  The experience with Abernethy has shown that ODOT will effectively low-ball cost estimates, and under-state risks, just to get a project started, knowing that once construction is underway, it will be impossible for the Oregon Transportation Commission or the Legislature not to find the money to finish the project.  It is a cynical and self-serving bureaucratic tactic, but it seems to be working, dashboard be damned.

NASA ready for another shot at launching Artemis 2 moon mission

Technicians and engineers perform prelaunch work on the Space Launch System rocket and Orion spacecraft inside the Vehicle Assembly Building on Feb. 26, 2026. Image: Adam Bernstein/Spaceflight Now

NASA plans to haul its Artemis 2 moon rocket back out to its seaside launch pad next week to ready the huge booster for blastoff as early as April 1 on a delayed-but-historic flight to send four astronauts on a nine-day trip to the moon, the agency announced Thursday.

At the conclusion of a two-day flight readiness review, “all the teams polled ‘go’ to launch and fly Artemis 2 around the moon, pending completion of some of the work before we roll out to the launch pad,” said Lori Glaze, associate administrator of Exploration Systems Development at NASA Headquarters.

“Just a reminder to everybody, we talk about it every time we talk about this flight, it’s a test flight, and it is not without risk. But our team and our hardware are ready.”

Dr. Lori Glaze, acting associate administrator of NASA’s Exploration Systems Development Mission Directorate, participates in an Artemis 2 post-flight readiness review press conference on Thursday, March 12, 2026. Image: Adam Bernstein/Spaceflight Now

Based on the ever changing positions of the moon and Earth, along with a complex mix of mission objectives, NASA must launch Artemis 2 by April 6 or the flight will slip another month or so. For an April 1 launch, liftoff is expected at 6:24 p.m. EDT followed by splashdown in the Pacific Ocean nine days later.

NASA workers had hoped to launch the Space Launch System rocket, the Orion crew capsule and its four passengers — Artemis 2 commander Reid Wiseman, Victor Glover, Christina Koch and Canadian astronaut Jeremy Hansen — in early February.

But the long-awaited flight was delayed by hydrogen fuel leaks​ and, more recently, by problems with the rocket’s upper stage propellant pressurization system.

The hydrogen leaks were fixed at the launch pad by replacing suspect seals in the umbilical system that attaches fuel lines to the base of the rocket. But engineers could not access the upper stage at the launch pad and the entire rocket had to be hauled back to NASA’s Vehicle Assembly Building​ for repairs.

Once inside the cavernous facility, upper stage access platforms were extended and engineers quickly found a displaced seal in a helium quick-disconnect fitting. Pressurized helium is used to push propellants through the propulsion system and to help drain and dry propellant lines.

Replacing the displaced seal fixed the pressurization system problem and crews went ahead with needed work to replace batteries in the rocket’s self destruct system, strap-on boosters and both SLS stages. They also charged batteries in the Orion capsule’s launch abort system.

That work is virtually complete, and NASA managers said the rocket should be ready for the start of its 12-hour roll to pad 39B next Thursday evening.

Shawn Quinn, manager of NASA’s Exploration Ground Systems Program, participates in an Artemis 2 post-flight readiness review press conference on Thursday, March 12, 2026. Image: Adam Bernstein/Spaceflight Now

“I was very proud of the team and the work that they did to quickly understand the root cause (of the helium pressurization problem) and get us back in a posture to roll back out,” said Shawn Quinn, manager of Artemis ground systems. “So far, the VAB processing has gone very well.”

Summing up the flight readiness review, Glaze said mission risk was a topic of discussion but she and John Honeycutt, chairman of NASA’s Artemis mission management team, declined to provide any actual numbers during an afternoon news conference.

In a report released last week, NASA’s Office of Inspector General said the agency’s “risk threshold” for an Artemis moon mission, based on the presumed use of a SpaceX lander, was expected to be in the realm of 1-in-40 during lunar operations while the overall mission risk was put at 1-in-30 from launch to splashdown. The report said the risk of death faced by Apollo crews was 1-in-10.

Artemis 2 is not a lunar landing mission, which would imply lower risk overall, but it will still be only the first piloted flight of an SLS rocket and Orion capsule after a single unpiloted test flight in 2022.

Citing the short flight history and the long gap between launches, Glaze and Honeycutt both said coming up with a realistic overall risk assessment for the Artemis 2 mission is difficult.

John Honeycutt, chair of the Artemis 2 mission management team, participates in an Artemis 2 post-flight readiness review press conference on Thursday, March 12, 2026. Image: Adam Bernstein/Spaceflight Now

“I think sometimes we get tricked into believing that those numbers are somehow really telling us something critically important,” Glaze said. “I think they’re valuable. I think we can do things in a relative sense to measure what is more risky or less risky.

“But I agree with John that in this sense, it’s not the first flight but we’re also not in a regular (launch) cadence. So we definitely have significantly more risk than a flight system that’s flying all the time. But I’m with him, I wouldn’t actually put a number on it.”

NASA’s Artemis program, established during the first Trump administration, is aimed at returning astronauts to the surface of the moon. The original target was 2024, but budget shortfalls, the COVID pandemic and a variety of other issues triggered repeated delays, eventually pushing the first moon landing to 2028.

That’s still the case even though NASA revised the near-term launch sequence two weeks ago. As before, the agency plans to launch the Artemis 2 crew on the first piloted test flight of an SLS rocket and Orion capsule as early as April 1.

That flight will be now be followed by an additional mission next year — Artemis 3 — in which astronauts aboard an Orion capsule in low-Earth orbit will rendezvous and dock with one or both moon landers being built by SpaceX and Blue Origin. That will allow NASA to test the spacecraft and procedures in space before attempting an actual landing.

If those flights go well, the agency hopes to launch at least one and possibly two lunar landing flights in 2028 using whichever landers are available. After that, NASA plans to launch one moon landing flight per year to develop the procedures and infrastructure needed for eventual flights to Mars.

But Mars is a purely aspirational goal goal at present. In the near term, Artemis 2 is the center of NASA’s attention.

The four crew members of the Artemis 2 mission exit the Neil Armstrong Operations and Checkout Building during the Countdown Demonstration Test, a launch day rehearsal for the Artemis 2 mission. Image: Michael Cain/Spaceflight Now

Like Artemis 1, the Artemis 2 Orion crew ship will not go into orbit around the moon. Instead, it will follow a “free return” flight path that will carry the crew around the far side of the moon, using lunar gravity to bend its trajectory back toward Earth for a splashdown in the Pacific Ocean nine days after launch.

As such, they plan to spend the first full day of their mission checking out the Orion’s flight control, communications, navigation and life support systems in low and high Earth orbit before finally setting off for the moon.

Assuming an on-time launch April 1, the crew will fly within about 4,100 miles of the moon’s surface at closest approach and in so doing travel farther from Earth than any other humans — around 252,800 miles.

Planets and Bright Stars

An old astronomer trick for distinguishing the Sun from other stars is to take multiple photos a few minutes apart and overlay them, making the Sun stand out due to its high proper motion.

The moralization of artificial intelligence

We started by asking how moralized AI has become in public discourse. Analyzing 69,890 news headlines from 2018 to 2024, we found that AI was moralized at levels comparable to GMOs and vaccines, technologies whose moral opposition has been studied for decades. It ranked above both. The sharpest spike came within weeks of ChatGPT’s launch in late 2022.

When we surveyed representative samples of Americans, a majority of AI opponents said their views wouldn’t change even if AI proved safe and beneficial. That’s consequence insensitivity, the hallmark of moral conviction, not practical calculation. Across art, chatbots, legal tools, and romantic companions, AI moralization loaded onto a single latent factor. A global moral stance, dressed up in whatever practical language is available.

The behavioral data make this concrete: a one standard deviation increase in moralization scores predicted a 42% drop in actual AI usage, even when it would have benefited that person personally. The conviction preceded the behavior by up to 573 days.

The next time someone gives you three different reasons to oppose AI, each one dissolving under mild scrutiny, you’re probably not watching someone think. You’re watching someone feel.

Here is the tweet storm, here is the paper by de Mello, et.al.

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China ends month-long launch hiatus with separate Guowang and Shiyan-30 satellite missions

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Senate committee advances NASA deputy administrator nominee

Anderson

The Senate Commerce Committee voted March 12 to send the nomination of Matt Anderson as NASA deputy administrator to the full Senate.

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NASA working toward April 1 launch of Artemis 2

SLS/ICPS in VAB

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China’s Tianwen-3 Mars sample return mission moves into spacecraft construction phase

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Voyager opens defense and space tech hub in Long Beach

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Kazakhstan must choose: be Eurasia’s tech broker or become a pawn in the new global space race

A Soyuz rocket at the Baikonuir Cosmodrome in Kazakhstan being prepared for launch to the International Space Station/ Credit: NASA/Joel Kowsky

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Q&A: Rebecca Evernden on UK space strategy

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Friday assorted links

1. Redux of my 2009 post on my preferred exile.  Mexico City now rates much higher, and Germany lower.  Madrid would be a serious choice, in the top few.  Even Rome falls under consideration.  And I want more money for the exile too, which price index shall we use?

2. “In the past three months of the 119th Congress, fully 25% of documents in the Congressional Record are AI-generated.”  Note that AI-generated text is about 30% more “progressive,” though that is showing up in the resolutions rather than substantive legislation.

3. The labor market consequences of rapid sectoral shifts.

4. Right now LLMs are “too altruistic” in the Ultimatum game.

5. Companies that should exist but don’t?

6. Piano bars and music popularity.  The market test speaks.

7. An Islamic perspective on Sirat.  And a very different view on the film.

8. USA fact of the day.

9. A subtle Straussian move?

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My academic career to date, in two word clouds (covering 1974-1999 and 2000-2025)

 Here's a website that will make a word cloud based on your Google Scholar page: Scholar Goggler.

 I used it to create a kind of data-graphic of my career to date, by producing two word clouds from article titles on my Scholar page from 1974-1998 and from 1999-2025.  Those ranges have two properties: they are almost equally long, and so divide my career so far in half, and they also cover the period in which I mostly saw myself as a game-theorist and experimenter (studying bargaining, early in the period, and matching markets later), and the period in which I became something of a practical market designer drawing on those tools among others. (For context, my paper with Elliott Peranson on redesigning the medical residency match appeared in 1999*)

1974-1997 journal article titles

 

 

1998-2025 Journal article titles

 

#########

* Roth, A.E. and E. Peranson, "The Redesign of the Matching Market for American Physicians: Some Engineering Aspects of Economic Design,” American Economic Review, 89, 4, September, 1999, 748-780. https://www.aeaweb.org/articles?id=10.1257/aer.89.4.748  

San Francisco's urban revival is in danger

The other day I did something I’ve never done before: I made a major political donation.1 I gave $10,000 to GrowSF, a political advocacy organization that focuses on local elections in San Francisco. They’re going to use the money to support Alan Wong in the upcoming special election for District 4 supervisor.

Usually, I’m pretty pessimistic about the ability of political donations to affect the course of society. The influence of money in politics is exaggerated in general, and the amount that I’m personally able to contribute is pretty modest; in almost all cases, I think I’ll probably have a bigger impact just by writing blog posts. But in this particular case, I think I might actually be able to make a noticeable difference by donating a little bit of money — especially because it gives me a good excuse to write about the political situation in San Francisco.

Basically, for a number of years, San Francisco was the poster child for a style of progressive urban governance that has been failing in cities across the country. I wrote about this governance debacle shortly after Trump was elected in 2024:

In the 1990s and 2000s, America’s big cities had an urban revival. Pragmatic liberals like Michael Bloomberg in New York City and Ed Lee in San Francisco were some of the most important leaders of this revival. They recognized the value of business as the city’s tax base, and they recognized the importance of public order for maintaining a livable urban environment. They were not perfect; they failed to build sufficient housing, setting the stage for the urban housing crisis of the 2010s and 2020s, and they continued or accelerated the unfortunate trend of outsourcing city government functions to nonprofit organizations. But overall, they were successful in turning American cities into places that people actually wanted to live in again.

As people — especially people with money — moved back into America’s cities in the 1990s and 2000s, the housing crisis worsened, because cities didn’t meet the increase in demand with an increase in supply. But at the same time, America was sorting itself politically — the big cities leaned increasingly to the left.

That political shift enabled the rise of a new, radical kind of urban progressive ideology. If the old liberalism had been complacent about the need for housing supply, the new progressivism was downright hostile to it; drawing on the anti-gentrification movements of a previous generation, hardline progressives embraced the mistaken idea that allowing the construction of new apartment buildings raises rents:

In fact, an overwhelming amount of evidence supports the fact that allowing new housing reduces rents for everyone. But in refusing to hear that evidence, urban hardline progressives have essentially allied themselves to an old-money NIMBY gentry that wants to keep cities frozen in amber with development restrictions.

At the same time, the new urban progressive ideology became extremely tolerant of public disorder — property crime, low-level violent crime, public drug markets, and threatening street behavior. Cracking down on these social ills was viewed as unacceptably harmful to the perpetrators; in other words, hardline progressives came to view anarchy as a form of welfare policy.

Penalties for minor crimes were reduced, enforcement of public drug markets was curtailed, and citizens were even forbidden from defending their own businesses from criminals. “Tent cities” were tolerated despite being riddled with violent crime, police budgets were slashed, progressive prosecutors like San Francisco’s Chesa Boudin prosecuted fewer crimes, dangerous repeat offenders were regularly allowed back onto the streets, and so on. Inevitably, poor people were the ones most heavily impacted by the epidemic of crime and drug use that this anarchy enabled.

Together, high housing costs and rampant public disorder made America’s big blue cities no longer the envy of the world. Meanwhile, hardline progressives simply doubled down — responding to high housing costs with yet more restrictions on development, and responding to disorder with yet more tolerance of disorder, all while funneling increasing portions of the city budget to well-connected nonprofits that often turned out to be ineffectual and corrupt.

In San Francisco, this hardline progressivism did not come from the mayor’s office. Most policy decisions in SF are carried out by — or must be signed off on by — the powerful Board of Supervisors. The Board of Supervisors writes the laws, approves and amends the city budget, confirms mayoral appointments, and exercises veto power over almost any major reform effort.

For many years, San Francisco had a moderate liberal mayor but a hardline progressive majority on the Board of Supervisors. Mayors wanted to build more housing and crack down on disorder and crime, but the progressive supermajority on the Board would not allow them to do so. Mayors like London Breed often took the blame for the city’s descent into unaffordability and chaos, but the prime culprit was always the hyper-progressive Board.

Under the aegis of hyper-progressive city government, San Francisco had the highest property crime rate in the nation in the late 2010s, and became one of America’s least affordable cities. The pandemic only accelerated these trends — the city’s population crashed and failed to recover, the streets became open-air fentanyl markets, transit ridership plummeted and didn’t bounce back, and housing production crashed from low levels to almost nothing. Malls closed, businesses pulled out, and downtown felt like a post-apocalyptic wasteland long after most other cities had recovered their verve.

Then, in 2024, an election changed everything. The change everyone knows about is the election of Daniel Lurie as mayor.

"Daniel Lurie 2025" by Carnaval.com Studios, CC BY 4.0.

Lurie made public order his #1 task. Within a year, crime had plummeted:

[O]verall crime in [San Francisco] went down by 25% in 2025, with the number of homicides reaching a level not seen in more than 70 years…Property crimes were down by 27%, while violent crimes were down by 18%…The mayor added that the city planned to keep on hiring new officers, following an executive directive he signed in May. In October, the department reported the largest surge of recruits in years

The department also credited the Drug Market Agency Coordination Center in leading to more than 6,600 arrests in connection with drug-related activity. Officers said they had also seized more than 1,000 firearms and more than 56 pounds of fentanyl…Meanwhile, retail theft operations have led to key arrests, resulting in reductions in larcenies and retail thefts.

Other notable crime trends touted by city officials include a 16% decrease in shootings, robberies being down 24%, car break-ins down 43% and vehicle thefts being down 44%.

On the ground, the change is absolutely palpable. In 2023 I would see thieves ripping pieces out of car engines in broad daylight. Almost every day I walked past throngs of drug users (and probably dealers). Every woman I knew was harassed on the street or on the train. There were needles and human feces on the ground everywhere. Stores were boarded up, train cars ran almost empty, tent cities lined side streets and the spaces under overpasses. Now, most of that is gone — the streets aren’t clean, but they’re closer to NYC than to a developing-country slum.

Progress on housing has been slower, due to the dense thicket of existing regulations and entrenched NIMBY interests that must be hacked through in order to actually get new housing built. Lurie passed a landmark upzoning plan, which doesn’t go nearly far enough but is a huge improvement on anything in recent decades. Now permitting is accelerating:

San Francisco’s infamously slow building permitting process may be getting faster…A city study published Thursday found that between January 2024 and August 2025, the timeline on permit approvals for new housing in San Francisco was cut by half — from an average of 605 days down to around 280 days…And permit applications that were filed within that 19-month window had even shorter turnaround times, at 114 days on average…

[A] state-commissioned report published in 2022 found that San Francisco was the slowest California jurisdiction to approve permit applications for housing projects…[But] Mayor Daniel Lurie has…focused on improving the city’s buildability, launching his landmark ‘PermitSF’ initiative to centralize the application process last year. In February, his office introduced an online portal that allows people to apply for certain types of permits.

It will take years for those permits to turn into actual homes. And the reforms that Lurie has managed to enact are only the tip of the iceberg in terms of what’s needed — much of which needs to be done at the state level.

But overall, things are looking up. Lurie’s approval rating reached 73% half a year into his mayorship (compared to 28% for his predecessor). In November it was still 71%. Everyone loves Daniel Lurie — and so do I. He’s not perfect, but no mayor has ever been perfect. His successful policies range far beyond what I’ve listed here — he’s added homeless shelter space, cut taxes on apartment buildings, removed anti-police activists from the Police Commission and appointed a better police chief, encouraged conversion of offices into homes, created free childcare policies and various early childhood programs, implemented policies to protect pedestrians and cyclists, cut various forms of red tape for housing and small business, streamlined business permitting, worked toward balancing the budget, and so on.

But here is the real point: Almost none of this would have been possible if the Board of Supervisors had still been controlled by hardline progressives.

The same election that brought Daniel Lurie into the mayor’s office also changed the composition of the Board. The “progressive” faction, which had enjoyed a supermajority on the Board, suffered a major defeat, with progressive stalwarts like Dean Preston being unseated by moderate liberals like Bilal Mahmood. The moderate liberal faction — which would be labeled strongly progressive in most of America, but who are regarded as centrists in San Francisco — gained a slim 6-5 majority on the Board.

Though Lurie has gotten most of the credit for SF’s turnaround, that slim Board majority was absolutely essential. The new laws Lurie has passed would not have been passed, nor would Lurie’s personnel appointments have been confirmed, had the Board been 6-5 in favor of the “progressives” instead of 6-5 in favor of the moderate liberals. A one-seat swing toward the hardline progressive faction would have meant a San Francisco that was still mired in all of the old urban dysfunction that progressive cities have been struggling with for a decade and a half.

And now that one-seat swing may actually happen, and San Francisco’s recovery might be derailed. District 4’s supervisor Joel Engardio, an important moderate liberal voice on the Board, was recalled last fall over his support for a highway closure. Lurie appointed Alan Wong to fill in the District 4 spot, but now Wong is facing a special election on June 2 to keep that seat. It’s a crowded field, and some of Wong’s rivals are very well-funded.

The other candidates in the race — Natalie Gee, David Lee, and Albert Chow — are all more opposed to Lurie’s pro-housing agenda than Wong is. If Wong loses, San Francisco’s reforms under Lurie so far probably won’t be repealed — at least not immediately. But the majority on many issues would flip back to the “progressives”, and further reforms would become much harder if not impossible. This would be especially harmful to the housing agenda, where upzoning efforts look promising but will require more years of sustained effort to reach fruition.

This is why I decided to give $10,000 to an organization supporting Alan Wong.2 I don’t live in District 4, and I’m sure his opponents are very nice people, but this election is about more than just District 4 — the composition of the Board of Supervisors determines the destiny of the entire city of San Francisco. The Outer Sunset will benefit from a moderate liberal majority on the Board, but so will the rest of us.

My city’s chronic inability to build sufficient housing has hollowed it out. It has forced huge numbers of middle-class people, working-class people, and artists to move far away from the city, leaving SF to the rich and the rent-controlled. It has contributed to the homelessness epidemic, forcing people onto the streets and into the arms of the drug dealers. Under Daniel Lurie and the 6-5 moderate liberal majority on the Board of Supervisors, we were just now starting to address that gaping, decades-long deficiency. And now we could throw it all in the trash.

Over the past year, San Francisco has shown the nation a way out of the quagmire of hardline “progressive” governance that is hollowing out so many of our cities. But if this one supervisor race goes the wrong way, and Alan Wong loses, we could end up being a cautionary tale about how difficult it is for American cities to reject that self-destructive approach.


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1

I have made very small campaign donations in the past, on the order of $100.

2

If you’d also like to donate to that organization, here’s a link where you can do that.

A duty to oneself

A woman in a flowing white dress skateboarding past people walking on a sunny day next to a corrugated fence.

African philosophical values of harmony and vitality have much to offer our thinking about what we owe to ourselves

- by Thaddeus Metz

Read on Aeon

CBC News Looks at Jeff Clark of Clark Geomatics

Jeff Clark of Clark Geomatics, who’s been producing backcountry recreation maps since 2008, plus some very nice wall maps of British Columbia coastal regions, gets a profile from CBC News. Always nice to see mapmakers… More

Google Maps AI Updates: Ask Maps, Immersive Navigation

Google just announced a couple of fairly major Gemini AI-powered updates to Google Maps. Ask Maps is a a chatbot that produces personalized responses to questions—essentially an intermediary that sifts the data so you don’t… More

iPhones and iPads Approved for NATO Classified Data

Apple announcement:

…iPhone and iPad are the first and only consumer devices in compliance with the information assurance requirements of NATO nations. This enables iPhone and iPad to be used with classified information up to the NATO restricted level without requiring special software or settings—a level of government certification no other consumer mobile device has met.

This is out of the box, no modifications required.

Boing Boing post.

Alternatives to 911

Almost a quarter-billion calls are placed to 911 each year in the United States. A large share of them involve social problems, not crimes or emergencies—yet police are dispatched in response. This review traces how the 911 emergency system’s institutional design shapes demand for police, who is excluded from or ill served by this system, and what alternatives exist, including nonemergency lines (with police response), government hotlines (211, 311, 988), civilian crisis teams, and community-based resources. Among the universe of municipal police departments with at least 100 sworn officers in 2020, covering 107 million US residents, police have absorbed broad social service functions, with the availability of formal alternatives restricted to the largest cities. The evidence suggests that the primacy of police reflects institutional reproduction more than public need. I propose priorities for future research.

That is from a new NBER working paper by Bocar A. Ba.

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What do coders do after AI?

For the New York Times Magazine this Sunday, I talked to Clive Thompson about one of the conversations that I'm having most often these days: What happens to coders in this current moment of extraordinarily rapid evolution in AI? LLMs are now quickly advancing to where they can virtually become entire software factories, radically changing both the economics and the power dynamics of software creation — which has so far mostly been used to displace massive numbers of tech workers.

But it's not so simple as "bosses are firing coders now that AI can write code".

For one thing, though there are certainly a lot of companies where executives are forcing teams to churn out slop code, and using that as an excuse to carry out mass layoffs, there are plenty of companies where "AI" is just a buzzword being used as a pretense for layoffs that owners have wanted to do anyway. And more importantly, there are a growing number of coders who are having a very different experience with the tools than those bosses may have expected — and a very different outcome than the Big AI labs may have intended. As I said in the story:

“The reason that tech generally — and coders in particular — see LLMs differently than everyone else is that in the creative disciplines, LLMs take away the most soulful human parts of the work and leave the drudgery to you,” Dash says. “And in coding, LLMs take away the drudgery and leave the human, soulful parts to you.”

This is a point that's hard for a lot of my artist friends to understand: how come so many coders don't just hate LLMs for stealing their work the way that most writers and photographers and musicians do? The answer boils down to three things:

  • Coders have long had a history of openly sharing code with each other, as part of an open source, collaborative culture that goes back for more than half a century.
  • Tools for writing and creating code have almost always offered a certain degree of automation and reuse of work, so generating code doesn't feel like as radical a departure from past practices.
  • Software development is one of the fields with the least-advanced cultures around labor, as workers have almost no history of organizing, and many coders tend to side much more with management as they've been conditioned to think of themselves as "future founders" rather than being in solidarity with other workers.

What this means is, attitudes about automation and worker displacement in tech are radically different than they would be in something like the auto industry, and in many cases, I've found that being part of a coder workforce has meant witnessing a level of literacy about past labor movements that is shockingly low, even though their technical knowledge is obviously extremely high.

Coders, in their heads and hearts

To be somewhat reductive about it, there are two main cohorts of coders. A larger, less vocal, group who see coding as a stable, well-paying career that they got into in order to support themselves and their families, and to partake in the upward economic mobility that the tech sector has represented for the last few decades. Then there is the smaller, more visible, group who have seen coding as an avocation, which they were drawn to as a form of creative expression and problem-solving just as much as a career opportunity. They certainly haven't been reluctant to capitalize on the huge economic potential of working in tech — this is the group that most startup founders come from — but coding isn't simply something they do from 9 to 5 and then put away at the end of the day. For those of us in this group (yeah... I'm one of these folks), we usually started coding when we were kids, and we have usually kept doing it on nights and weekends ever since, even if it's not even part of our jobs anymore.

Both cohorts of coders are in for a hard time thanks to the new AI tools, but for completely different reasons.

For the 9 to 5

The people who started to write software just because it represented a stable job, but who don't see it as part of their own personal identity, are going to be devastated by the ruthlessness with which their bosses will swing the ax. These new LLM-powered software factories can generate orders of magnitude more of the standardized business code that tends to be the bread-and-butter work for these journeyman coders, and it's not the kind of displacement that can be solved by learning a new programming language on nights and weekends, or getting a new professional certification. Much of the "working class" tech industry (speaking of the roles they perform functionally within the system; these are obviously jobs that pay far more than working class salaries today) are seen as ripe targets for deskilling, where lower-paid product roles can delegate coding tasks to coding AI systems, or for being automated by management giving orders to those AI systems.

One of the hardest parts of reckoning with this change is not just the speed with which it is happening, but the level of cultural change that it reflects. Coders are generally very amenable to learning new skills; it's a necessary part of the work, and the mindset is almost never one of being change-averse. But the level at which the change is happening in this transition is one that gets closer to people's sense of self-worth and identity, rather than to their perceptions of simply having to acquire knowledge or skills. It doesn't help that the change is being catalyzed by some of the most venal and irresponsible leaders in the history of business, brazenly acting without any moral boundaries whatsoever.

For the nights and weekends

For the coders that see being a coder as part of their identity, the LLM transformation is going to represent an entirely different set of challenges. They may well survive the transition that is coming, but find themselves in an unrecognizable place on the other side of it. The way that these new LLM-based tools work is by turning into virtual software factories that essentially churn out nearly all of the code for you. The actual work of writing the code is abstracted away, with the creator essentially focused more on describing the desired end results, and making sure to test that everything is working correctly. You're more the conductor of the symphony than someone who's holding a violin.

But there are people who have spent decades honing their craft, committing to memory the most obscure vagaries of this computer processor or that web browser or that one gaming console, all in service of creating code that was particularly elegant or especially high-performing, or just really satisfying to write. There's a real art to it. When you get your code to run just so, you feel a quiet pride in yourself, and a sense of relief that there are still things in the world that work as they should. It's a little box that you can type in where things are fair. It's the same reason so many coders like to bake, or knit, or do woodworking — they're all hobbies where precisely doing the right thing is rewarded with a delightful result.

And now that's going away. You won't see the code yourself anymore, the robots will write it for you while falling around and clanking. Half the time, the code they write will be garbage, or nonsense. Slop. But it's so cheap to write that the computer can just throw it away and write some more, over and over, until it finally happens to work. Is it elegant? Who cares? It's cheap. Ten thousand times cheaper than paying you to write it, so we can afford to waste a lot of code along the way.

Your job changes into describing software. Now, if you're the kind of person who only ever wanted to have the end result, maybe this is a liberation. Sometimes, that's what mattered — we wanted to fast-forward to the end result, elegance be damned. But if you were one of those crafters? The people who wrote idiomatic code that made that programming language sing? There's a real grief here. It's not as serious as when we know a human language is dying out, but it's not entirely dissimilar, either.

If ... Then?

What do we do about it? This horse is not going back in the barn. The billionaires wouldn't let it, anyway.

I've come to the personal conclusion that the only way forward is for more of the hackers with soul to seize this moment of flux and use these tools to build. The economics of creating code are changing, and it can't just be the worst billionaires in the world who benefit. The latest count is 700,000 people laid off in the last few years in the tech industry. We'll be at a million soon, at the rate things are accelerating. Each new layoff announcement is now in the thousands.

It's not going to be a panacea for all the jobs lost, and it's not the only solution we're going to need, but one part of the answer can be coders who still give a damn looking out for each other, and building independent efforts without being reliant on the economics — or ethics — of the people who are laying off their colleagues by the hundreds of thousands.

I've spent my whole career working with communities of coders, building tools for the people who build with code. I don't imagine I'll ever stop doing it. This is the hardest moment that I've ever seen this community go through, and it makes me heartsick to see so many people enduring such stress and anxiety about what's to come. More than anything else, what I hope people can remember is that all of the great things that people love about technology weren't created by the money guys, or the bosses who make HR decisions — they were created by the people who actually build things. That's still an incredible superpower, and it will remain one no matter how much the actual tools of creation continue to change.

Want to visit a planet that has 3.14 days in a year? Want to visit a planet that has 3.14 days in a year?



Studying with Ludwig Lachmann

Since I am in South Africa, I am reminded of my time studying with Ludwig Lachmann, the South African economist from University of the Witwatersrand.  I was seventeen, and Lachmann teaching a graduate seminar at New York University.  Someone (Richard Ebeling maybe?) had told me he was interesting, so I wanted to sit in on the seminar.  I showed up, introduced myself to Lachmann, and asked if I could listen to the lectures.  I obviously did not belong, but he was very gracious and said yes of course.  He wore a suit and tie, had a very Old World manner, and he had been a Jewish refugee from Germany.  He was 73 or so at the time, this was 1979.

His manner of speaking was very distinctive.  Of course I now recognize the South African accent, but there is more to it than that.

Lachmann was best known for his connections to the Austrian School, as he was visiting at the NYU Austrian program at the time, under the aegis of Israel Kirzner.  Nonetheless Austrian economics was not what I learned in the seminar.

On the first day, I heard plenty about Sraffa and Garegnani, and all that was new (and fascinating to me).  Lachmann had studied with Werner Sombart, so I learned about the German historical school as well.

Lachmann also was my first teacher who made sense of Keynes for me, moving me away from obsessions with the hydraulic IS-LM interpretations of the General Theory.  He flirted with views of cost-based pricing, brought me further into the kaleidic world of G.L.S. Shackle, and he insisted that a market economy had no overall tendency toward the constellation of a general equilibrium of prices and quantities.  (He did believe that most though not all individual markets tended to equilibrate.)  He inveighed against W.H. Hutt’s interpretation of Say’s Law, of course some of you here will know that Hutt also was South African.  I kept on trying to read Hutt, to see if I could defend him against Lachmann’s critiques.  I also imbibed Hutt’s economic critique of apartheid.

Lachmann did not talk about South Africa, other than to mention how long the journey to New York was.  You may know that Israel Kirzner, another early mentor of mine, had South African roots as well.  He also did not talk about South Africa.

“South African economics,” if you wish to call it that, played a significant role in my early intellectual development.

To this day, when I think about the economics of AI, and many other matters, Lachmann’s book Capital and its Structure is one of my go-to inspirations.

And I am still grateful to Lachmann for letting “a kid” sit in on his class.  I paid avid attention.

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[RIDGELINE] The Shops Atop the Canal in Toyohashi

Ridgeline subscribers —

Hello from Toyohashi, a city between nowhere and somewhere else. A Tōkaidō city I’ve walked through on my two trips back and forth between Kyoto and Tokyo. A city with a space shuttle on top of a building and the letters USA strangely emblazoned below.

On both of my Tōkaidō walks, one particular bit of Toyohashi has stood out to me and has intrigued me in ways few other little bits along the old road have: A stretch of shotengai called (variously) Daiho Shoten or the Suijyō Buildings — literally, “Above the water.”

Goin’ Fast

We’ve already sold more than 50% of our ticket allotment for our Austin event on April 8. Remember: If you are a member, you get discounted tickets. If you missed the discount code, just shoot me an email at joe@talkingpointsmemo.com and I’ll get you the goods.

If we sell out, please add yourself to the waitlist. Sometimes people drop out, sometimes we’re able to negotiate additional space.

At any rate, get your tickets here! We hope to see you soon!

Listen To This: Noem More

Kate and Josh talk the Iran war and Kristi Noem’s ouster.

Watch and subscribe to see all of our video content on our YouTube page.

You can listen to the new episode of The Josh Marshall Podcast here.

Do Global Oil Markets Have Trump Derangement Syndrome?

Donald Trump may have started his war with Iran with the aim of regime change. But it has quickly became a battle over control of the global oil futures market. Iran may have few, if any, conventional weapons it can use to block, retaliate against or bloody the United States. But it has the ability to menace, if not close, the Strait of Hormuz. And that means the ability to trigger a global energy and economic crisis that may force the United States or at least its president — synonymous for the moment — to relent. What’s both fascinated and confused me is the response of global oil markets to the crisis, which seems based on at least a short-term willingness to credit Trump’s public comments as having some strong relationship to reality, which of course is absurd.

Let me give you at least a few examples of this.

The Strait or Hormuz has been effectively closed for roughly two weeks. That’s a massive disruption already baked into the next month or so of oil shipping. A few days ago, Trump and then his Secretary of Energy calmed oil markets in part by claiming that they were going to begin escorting oil tankers out of the Strait or even seize the Strait to ensure shipping. And yet, the maritime experts I’ve been following since this crisis began say that the U.S. Navy currently has no real presence in the Gulf and nowhere near the class or number of ships in the Gulf to carry out such a mission. This is a major and highly relevant fact! The location of U.S. Navy carrier groups is not a secret. So I was sort of baffled by how the U.S. news media and perhaps oil market traders aren’t connecting these pretty clear dots. If U.S. news sources report that the U.S. is going to resolve the crisis by escorting oil tankers I’d like them to mention that the U.S. doesn’t currently have any ships in the region to do anything like that.

Another example. Oil prices really settled a couple days after Trump abruptly shifted from regime change to saying the war was actually over and would be ramping down within days. Yet in the days since it’s become clear that, whatever Trump might want, it is the Iranians who are now escalating in their efforts to keep the Strait closed. And yet oil prices have only partially bounced back to their position when Trump felt he needed to say the war was done. Trump’s claims, which seem visibly out of sync with reality, look like they’re still mostly holding oil markets in place.

One more example. Just yesterday the International Energy Agency said the current crisis has created the largest supply disruption in global oil market history. Does that really fit with oil futures remaining in the mid-90s this morning and only getting back to $100 per barrel this afternoon?

Needles to say, I’m not an oil trader. Presumably these folks know quite a lot more about this than I do. They are likely reacting to two things. A lot of oil supply and price scares haven’t really panned out. The reaction to the Russian invasion of Ukraine was an example of that. Bad, but not nearly as bad as people at first predicted. Markets have also internalized TACO from the experience with tariffs. Don’t worry: Trump always chickens out. It won’t turn out to be that big a deal. Those are probably good and salient points.

It still seems like global oil markets are treating Trump like a normalish president whose public statements have some connection to reality and/or U.S. government actions. Or perhaps, not terribly surprising, oil markets are managed by disproportionately Trumpy people. And they have confidence in him. The problem of course is that unlike tariffs, this isn’t something the United States can all a halt to on its own. Iran also has a say. As the cliche goes, starting wars is much easier than ending them, in large part because other people, especially the people you went to war, with get a say. I can’t help thinking we’re in very new territory for Trump’s self-made crises with his attack on Iran because he’s brought other global players into the mix who he cannot control and who now see global economic crisis as the best path toward bringing him to heel.

Eruption at Mayon

The upper slopes of Mayon volcano appear brown, with several narrow channels radiating from the crater. A red infrared heat signature appears near the summit, with red streaks extending east and southeast. The lower slopes are green and forested. Farmland and towns are visible in the lower part of the image.
February 26, 2026

At any given moment, about 20 volcanoes on Earth are actively erupting. Often among them is Mayon—the most active volcano in the Philippines. The nearly symmetrical stratovolcano, on Luzon Island near the Albay and Lagonoy gulfs, rises more than 2,400 meters (8,000 feet) above sea level.

Historical records indicate Mayon has erupted 65 times in the past 5,000 years, with the latest episode beginning in January 2026. The Philippine Institute of Volcanology and Seismology (PHIVOLCS) first reported increased rockfalls near the volcano’s summit and inflation of the mountain’s upper slopes. On January 6, the alert level was increased to three on a five-level scale after lava began flowing from the crater and hot clouds of ash and debris called pyroclastic flows (also called pyroclastic density currents) moved down one side of the mountain.

The volcano was still puffing and lava flowing on February 26, when the OLI (Operational Land Imager) on Landsat 8 acquired this rare, relatively clear image. The natural-color scene is overlaid with infrared observations to highlight the lava’s heat signature. On that day, PHIVOLCS reported volcanic earthquakes, rockfalls, and pyroclastic flows. The longest pyroclastic flow had traveled about 4 kilometers (3 miles) through the Mi-isi Gully on the southeast flank. 

The level-three alert, which remained in place in March, prompted evacuations within a 6-kilometer (4-mile) radius of the crater, displacing hundreds of families from communities including Tabaco City, Malilpot, and Camalig. Past pyroclastic flows have proven extremely destructive, leading to more than 1,000 deaths in 1814, at least 400 deaths in 1897, and 77 deaths in 1993. More than 73,000 people were evacuated during an eruption in 1984.

Sulfur dioxide (SO2) emissions during the current eruption have averaged 2,466 tons per day, with a peak of 6,569 metric tons measured on February 4, 2026. That is the highest SO2 emission level for one day in 15 years, the PHIVOLCS announced in early February. That was later exceeded on March 6, when SO2 emissions reached as high as 7,633 metric tons

Multiple NASA satellites have also monitored the volcano’s sulfur dioxide emissions, showing sizable plumes of the gas drifting southwest on February 4 and March 6. The Philippine volcanology institute reported a peak in other activity on February 8 and 9, with 469 rockfalls, 12 major pyroclastic flows, and ashfall in the municipalities of Camalig and Guinobatan.

NASA Earth Observatory image by Michala Garrison, using Landsat data from the U.S. Geological Survey. Story by Adam Voiland.

References & Resources

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This Is The U.S.'s Last Chance At Solar

The story of the U.S. solar industry over the past twenty years is a painful read. Technologies invented at U.S. universities and national laboratories made their way to China where they were perfected, subsidized and manufactured at low costs and huge volumes. China put in the money and effort needed to make solar technology blossom and to wipe out all comers. It’s now installing more than twice as many solar panels as the rest of the world combined. Meanwhile, the U.S. failed to mount formidable competition or to develop ultra-ambitious plans of its own.

The conventional wisdom today is that the U.S. has little hope of recovering. China won and will be selling the rest of the world solar technology for decades to come.

Joel Jean, however, has an alternate version of this future to propose.

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Jean is the co-founder and CEO of Swift Solar, a start-up based in San Carlos, Calif. Founded in 2018, Swift has been working to develop a new type of solar technology that marries existing silicon-based solar cells with cells made from perovskites. To which your next thought is probably, “What the fuck is a perovskite?”

There’s a mineral called perovskite, but it’s not really what we’re after here. We’re talking about synthetic materials with a crystal structure that resembles that of perovskites found in nature. These synthetic perovskite crystals happen to be very good at capturing sunlight and turning it into electricity. They’re also relatively simple to produce. These properties of perovskites have had people excited for many years because they could lead to better, cheaper solar cells than those made today out of silicon.

The problem with perovskites has been that they tend to work well in laboratories in terms of converting light into electricity, but they degrade quickly, especially when placed outdoors where they’re exposed to the elements, temperature fluctuations and, well, sunlight. All of which becomes rather troubling when you’re making a solar panel that’s meant to sit outside in the baking sun for decades.

The promise of perovskites has proven irresistible to the solar industry, which has been hyping the technology for more than a decade. No one, though, has really solved the degradation issues, and this is what has Jean excited because the uncertainty opens up opportunity.

“The research community has seen tons of different technologies come and go,” he says. “But this is the first time we have something that can overtake silicon on performance and cost. This creates a moment for a reset, and I think the U.S. and Europe really do still have a chance here to leapfrog China.”

Jean is an always-smiling, upbeat dude with a PhD in electrical engineering from MIT. He likes to position himself as the dummy among a group of several Swift Solar co-founders who also have PhDs from places like Oxford and MIT and have been the pioneers of the perovskite field, driving many of the breakthroughs that have made the technology so compelling.

They’ve all been working together at Swift’s research and development facility in San Carlos to create a production line that shifts the technology from handmade solar cells to cells that can be mass manufactured. And Jean now thinks the company is a couple years away from making tens of megawatts to hundreds of megawatts in stable solar cells per year.

AS PROOF of its confidence, the company today will announce a major move by buying some of the manufacturing assets and intellectual property of Meyer Burger, a onetime Swiss/German solar manufacturing powerhouse. Swift will take over a traditional solar cell production line in Bitterfeld-Wolfen, Germany and machines and patents tied to more advanced cell production techniques.

Swift plans to enter the more traditional solar market quickly by building a cell and panel factory based on the Meyer Burger technology in the U.S. It will then look to add its perovskite equipment to the same production line and create cells that blend perovskite and silicon. If all goes smoothly, the combo cells pumped out by the factory would have much higher efficiency than current silicon-only cells. (Current solar cells have approached a limit of 30 percent efficiency, while the so-called tandem cells could hit 45 percent efficiency.)

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Meyer Burger had once supplied the Chinese solar industry with solar cell manufacturing equipment but saw its sales plummet as Chinese companies mimicked the technology. Meyer Burger tried to shift toward making solar cells and panels around 2020 but failed to pull off the pivot due to a variety of issues, including high headcount costs and a large debt load. This left the company to file for bankruptcy in the U.S. and insolvency in Germany last year and to shut down a solar panel factory in Arizona, which had once been meant to be part of a major U.S. solar expansion. Due to this distress, Swift was able to buy some assets on the cheap and to hire a number of Meyer Burger’s top employees, including its former CEO Gunter Erfurt and global R&D lead Marcel Koenig.

Meyer Burger’s tale is representative of the woes that have beleaguered solar efforts in the U.S. and Europe, although Swift Solar hopes to turn the pain and sadness into a win.

“The Meyer Burger team gives us a lot of manufacturing expertise,” Jean says. “We’re going to take the best of Western silicon manufacturing technology and combine it with the perovskite technology and get the best of both worlds.”

DESPITE THE stability issues with perovskites, China has been barreling forward. It has a handful of companies selling perovskite panels and building up to gigawatt-scale production lines. The Chinese government has also flagged the development of perovskite technology as a national priority.

Joel Jean and the Swift team

Jean and his team, however, remain convinced that these Chinese manufacturers have yet to crack the science on making the perovskite cells last for decades. China will have a lead on dialing in the manufacturing operations but could still lose this crucial race if Swift can out-engineer its rivals.

“China tends to scale first and ask questions later,” Jean says. “That’s not a viable strategy in the U.S. The important thing is that scaling doesn’t solve science questions.

“It’s a competition. We might very well lose, but I think we’re one of the best shots the West has. It’s going to come down to who can solve these underlying problems.”

In San Carlos, Swift has taken over an old warehouse and filled it with machinery – much of it hand built over the years by the company’s engineers. Their current mission has been to sandwich layers of silicon and perovskite together to create tandem cells and then run those cells through many cycles of charging and discharging. Some of this work is done with machines that produce intense faux sunlight, while Swift also tests its cells on the rooftop of its building as well as outdoors at national labs and at customer sites.

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Swift has more of its own creations for replicating high-temperature conditions across many cells and for depositing thin perovskite layers. (Some of the earliest incarnations of these machines were built in the co-founders’ shared living room in Colorado.)

The big trick all of this equipment is designed to solve is finding the right combination of materials and manufacturing processes that allow the perovskite cells to maintain their composition and performance through the 30 years of use that the solar industry expects. “There are all of these interactions between the materials and then expansion and contraction from thermal cycles,” Jean says. “Chemical reactions can be accelerated by heat and light. Things can delaminate and pull apart. It’s all very fragile to put it mildly.”

Jean can see a future – perhaps a decade away – where perovskites replace silicon altogether as the main semiconductor in solar cells. The synthetic materials can be produced at much lower costs than silicon and could have a massive effect on lowering solar costs. In the meantime, however, the silicon and perovskite blend allows the company to piggyback on existing technology, manufacturing processes, and supply chains.

So far, Swift has raised $70 million in venture funding (James Fickel, Eni Next, Fontinalis Partners and others) and another $15 million in non-dilutive funding from the likes of the Department of Energy and the Defense Department – aka The Department Of War/Kidnapping/And Greenland Lust.

As the company is taking on China in a field that the PRC holds very dear and with a still unproven technology, it has some work to do. But stranger things have happened.

Just a couple of blocks from Swift’s headquarters were the original headquarters of a tiny company called Tesla. It too began in an old warehouse, and it was trying to make an electric sports car powered by laptop batteries, and, well, very few people thought this was a practical idea.

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Welcome To The Vertical Village

Everything is rebranded from first principles in San Francisco.

It’s not just lodging, Airbnb calls it belonging. Uber doesn’t hire taxi drivers, they employ partners. That ethos — grandiose stories g…

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The Billionaires’ War

A large fire with smoke and flames

AI-generated content may be incorrect.

It becomes clearer with each passing day that the people who took us to war with Iran had and have no idea what they’re doing — that they’re adolescents who think they’re playing video games while thousands die and the world careens toward economic crisis. The New York Times reports that Trump officials dismissed warnings that attacking Iran could disrupt world oil supplies. Among other things, the Times reports that

Mr. Trump, both publicly and privately, has been arguing that Venezuelan oil could help solve any shocks coming from the Iran war.

In 2024 Venezuela produced 900,000 barrels of oil per day; normally 20 million barrels a day transit the Strait of Hormuz. But arithmetic has a well-known woke bias.

Meanwhile, the Washington Post reports that the Pentagon has barred press photographers from briefings about the war after they published photos of Pete Hegseth that his staff considered “unflattering.” Priorities!

Amid the bloody shambles, one big question is, who put The Gang That Couldn’t Think Straight in power? In an immediate sense, Trump was put over the top by low-information voters — defined by G. Elliott Morris as voters who don’t know which party controls Congress. But the groundwork for the MAGA takeover was laid well before by the Roberts Supreme Court and by right-wing billionaires that the court enabled.

A few weeks ago I wrote about Billionaires Gone Wild, the extraordinary influence acquired by a tiny group of ultra-wealthy men. I shared this chart on campaign contributions, based on estimates from Americans for Tax Fairness:

A graph with numbers and lines

AI-generated content may be incorrect.

On Monday the Times published a deeply reported story about billionaires’ influence that, among other things, found that the chart above somewhat underestimates their role in campaign finance: According to the Times, they accounted for 19 percent of contributions in 2024, not 16.5 percent.

The Times also pointed out that the big money swung hard right in the 2024 election. The magnitude of the largesse showered on Republicans is clear in OpenSecrets data on the top 100 donors in different cycles:

A graph of blue squares

AI-generated content may be incorrect.

Moreover, the Times presents numbers that are even more extreme than the Open Secrets data:

In past elections, as ultrawealthy donors became more active, both major parties reaped rewards. But there was a stark divergence in 2024, with less money flowing directly to Democrats and a sharp increase in the amount donated to Republicans.

For every dollar donated by billionaires and their immediate families to a candidate or committee associated with Democrats, five dollars went to Republicans.

Much of that was a result of ultrawealthy people in the tech industry, who aligned with Mr. Trump’s tax and deregulation policies. More than a dozen billionaires were awarded roles in his administration.

And these explicit money flows don’t capture the immense effect of other deployments of billionaires’ wealth, notably the subversion of both conventional and social media. Elon Musk purchased Twitter in 2022 and quickly began converting it into the Nazi-friendly cesspool it is today — and no, that’s not hyperbole. How much did this contribute to the degradation of public discourse? Paramount, controlled by Larry Ellison and run by his son, has taken over CBS News — which is rapidly going downhill — and is on the verge of taking over CNN too. And Jeff Bezos is gutting The Washington Post, although kudos to the remaining reporters who are still trying to do their jobs.

There is, however, something that is still puzzling me: To a large extent billionaires bought themselves a government friendly to their interests. Trump and company have granted many items on the tech broligarchy wish list, from tax breaks to deregulation to promotion of crypto and unregulated AI. But why the abject incompetence? Couldn’t billionaires find political allies who wouldn’t plunge the country into a potentially disastrous and historically unpopular war without considering the risks?

I have two tentative answers.

One is that no, competent allies weren’t available. Money buys a lot of influence, but to actually take over the U.S. government requires more than money — it requires politicians who are utterly corrupt. In his first administration, Trump learned that hiring people who were even modestly competent eventually presented barriers to his authoritarian instincts – for example, his former Vice President Mike Pence. Hence Trump learned that in choosing his political hires the more incompetent, the more venal, the more bigoted, and the more cruel, the better.

You might think that presidential pardons for scammers, money launderers and outright crooks are unrelated to the ill-advised war on Iran. But corruption is a key feature of a billionaire-installed regime, and corruption and incompetence go hand in hand.

My second answer is that the vast wealth of tech billionaires has made many of them unconcerned with the little people’s lives — and deeply unpatriotic. If Americans are being brutalized and murdered by rogue ICE agents…well, that’s not their problem. If the Justice Department and the FBI are totally subverted and operate as Trump’s enforcers, they know that vindictive, unlawful tactics will never touch their lives. If Republican budget cuts decimate rural hospitals and deprive hundreds of thousands of health insurance…well, they have their own private doctors and clinics. If Trump starts an ill-conceived war that doubles the price of oil…well, they can certainly afford the higher gasoline bills for their limousines and yachts. And it won’t be their kids hunkered down in a bunker in the Middle East.

So if you want to understand how this country has degenerated to such a state, how we can be spending nearly $2 billion a day attacking Iran without a clear endgame in sight, while children go without healthcare, nursing homes are understaffed because their workers have been deported, home electricity bills skyrocket due to data centers, consider who benefits and who isn’t hurt.

This is a billionaire’s war, waged at everyone else’s expense.

MUSICAL CODA

Shopify/liquid: Performance: 53% faster parse+render, 61% fewer allocations

Shopify/liquid: Performance: 53% faster parse+render, 61% fewer allocations

PR from Shopify CEO Tobias Lütke against Liquid, Shopify's open source Ruby template engine that was somewhat inspired by Django when Tobi first created it back in 2005.

Tobi found dozens of new performance micro-optimizations using a variant of autoresearch, Andrej Karpathy's new system for having a coding agent run hundreds of semi-autonomous experiments to find new effective techniques for training nanochat.

Tobi's implementation started two days ago with this autoresearch.md prompt file and an autoresearch.sh script for the agent to run to execute the test suite and report on benchmark scores.

The PR now lists 93 commits from around 120 automated experiments. The PR description lists what worked in detail - some examples:

  • Replaced StringScanner tokenizer with String#byteindex. Single-byte byteindex searching is ~40% faster than regex-based skip_until. This alone reduced parse time by ~12%.
  • Pure-byte parse_tag_token. Eliminated the costly StringScanner#string= reset that was called for every {% %} token (878 times). Manual byte scanning for tag name + markup extraction is faster than resetting and re-scanning via StringScanner. [...]
  • Cached small integer to_s. Pre-computed frozen strings for 0-999 avoid 267 Integer#to_s allocations per render.

This all added up to a 53% improvement on benchmarks - truly impressive for a codebase that's been tweaked by hundreds of contributors over 20 years.

I think this illustrates a number of interesting ideas:

  • Having a robust test suite - in this case 974 unit tests - is a massive unlock for working with coding agents. This kind of research effort would not be possible without first having a tried and tested suite of tests.
  • The autoresearch pattern - where an agent brainstorms a multitude of potential improvements and then experiments with them one at a time - is really effective.
  • If you provide an agent with a benchmarking script "make it faster" becomes an actionable goal.
  • CEOs can code again! Tobi has always been more hands-on than most, but this is a much more significant contribution than anyone would expect from the leader of a company with 7,500+ employees. I've seen this pattern play out a lot over the past few months: coding agents make it feasible for people in high-interruption roles to productively work with code again.

Here's Tobi's GitHub contribution graph for the past year, showing a significant uptick following that November 2025 inflection point when coding agents got really good.

1,658 contributions in the last year - scattered lightly through Jun, Aug, Sep, Oct and Nov and then picking up significantly in Dec, Jan, and Feb.

He used Pi as the coding agent and released a new pi-autoresearch plugin in collaboration with David Cortés, which maintains state in an autoresearch.jsonl file like this one.

Via @tobi

Tags: django, performance, rails, ruby, ai, andrej-karpathy, generative-ai, llms, ai-assisted-programming, coding-agents, agentic-engineering, november-2025-inflection, tobias-lutke

MALUS - Clean Room as a Service

MALUS - Clean Room as a Service

Brutal satire on the whole vibe-porting license washing thing (previously):

Finally, liberation from open source license obligations.

Our proprietary AI robots independently recreate any open source project from scratch. The result? Legally distinct code with corporate-friendly licensing. No attribution. No copyleft. No problems..

I admit it took me a moment to confirm that this was a joke. Just too on-the-nose.

Via Hacker News

Tags: open-source, ai, generative-ai, llms, ai-ethics

Coding After Coders: The End of Computer Programming as We Know It

Coding After Coders: The End of Computer Programming as We Know It

Epic piece on AI-assisted development by Clive Thompson for the New York Times Magazine, who spoke to more than 70 software developers from companies like Google, Amazon, Microsoft, Apple, plus other individuals including Anil Dash, Thomas Ptacek, Steve Yegge, and myself.

I think the piece accurately and clearly captures what's going on in our industry right now in terms appropriate for a wider audience.

I talked to Clive a few weeks ago. Here's the quote from me that made it into the piece.

Given A.I.’s penchant to hallucinate, it might seem reckless to let agents push code out into the real world. But software developers point out that coding has a unique quality: They can tether their A.I.s to reality, because they can demand the agents test the code to see if it runs correctly. “I feel like programmers have it easy,” says Simon Willison, a tech entrepreneur and an influential blogger about how to code using A.I. “If you’re a lawyer, you’re screwed, right?” There’s no way to automatically check a legal brief written by A.I. for hallucinations — other than face total humiliation in court.

The piece does raise the question of what this means for the future of our chosen line of work, but the general attitude from the developers interviewed was optimistic - there's even a mention of the possibility that the Jevons paradox might increase demand overall.

One critical voice came from an Apple engineer:

A few programmers did say that they lamented the demise of hand-crafting their work. “I believe that it can be fun and fulfilling and engaging, and having the computer do it for you strips you of that,” one Apple engineer told me. (He asked to remain unnamed so he wouldn’t get in trouble for criticizing Apple’s embrace of A.I.)

That request to remain anonymous is a sharp reminder that corporate dynamics may be suppressing an unknown number of voices on this topic.

Tags: new-york-times, careers, ai, generative-ai, llms, ai-assisted-programming, press-quotes, deep-blue

Quoting Les Orchard

Here's what I think is happening: AI-assisted coding is exposing a divide among developers that was always there but maybe less visible.

Before AI, both camps were doing the same thing every day. Writing code by hand. Using the same editors, the same languages, the same pull request workflows. The craft-lovers and the make-it-go people sat next to each other, shipped the same products, looked indistinguishable. The motivation behind the work was invisible because the process was identical.

Now there's a fork in the road. You can let the machine write the code and focus on directing what gets built, or you can insist on hand-crafting it. And suddenly the reason you got into this in the first place becomes visible, because the two camps are making different choices at that fork.

Les Orchard, Grief and the AI Split

Tags: les-orchard, ai-assisted-programming, generative-ai, ai, llms, careers, deep-blue

Fiscal shocks, inflation and the Lucas Critique

In a recent paper, William Kinlaw, Mark Kritzman, Michael Metcalfe and David Turkington argued that fiscal stimulus was the major cause of the post-Covid inflation. This graph is from their paper:

On one level, I’m pleased with this finding. The authors find that supply shocks played only a minor role in the post-Covid inflation. I’ve argued that the rapid growth in nominal GDP during 2021-22 strongly suggests that the primary problem was excessive aggregate demand, not supply restrictions.

I am surprised that they found little evidence that money supply played an important role. The M2 money supply rose by 40% between February 2020 and February 2022, by far the fastest two-year growth in modern history:

To be clear, I don’t view M2 as the best indicator of the stance of monetary policy, rather I prefer NGDP growth. But I’m in the minority, and M2 is the much more conventional measure of monetary policy. Unfortunately, economists have never really solved the identification problem in macroeconomics, and hence even in 2026 we continue to debate the same issues that were being contested back in the 1960s—what is the relative importance of fiscal and monetary policy?

One problem is that there is no generally accepted definition of “causation”. Consider a bus that goes off a twisty mountain road with no guardrail. What caused the accident? One person could claim that the accident would not have occurred if the road had an adequate guardrail. Another person could claim that the accident was caused by a driver that was not sufficiently cautious. It is not obvious that either claim is “wrong”.

Was the 2021-22 inflation caused by excessive fiscal stimulus, or by the failure of the Fed to offset the stimulus with appropriate monetary policy? Perhaps both claims are true.

Let’s think about the fact that the 2020-21 fiscal stimulus had the sort of inflationary impact predicted by Keynesian models, but the 2013 fiscal austerity did not have the contractionary impact predicted by the very same models. Why is that?

The 2013 fiscal austerity did not occur during a period where policymakers viewed slower growth in NGDP as being desirable. Hence, the Fed offset the impact of the austerity with easier money, and the economy failed to slow as predicted. In contrast, the 2020-21 fiscal stimulus occurred in an environment where faster growth in NGDP was widely viewed as desirable, by both monetary and fiscal policymakers. In that environment, the Fed choose not to offset the expansionary impact of fiscal stimulus. In retrospect, both fiscal and monetary policymakers erred with excessively expansionary policies in 2021, but at the time the policy was viewed as appropriate.

If I am correct, then this suggests that the impact of fiscal policy will depend on the zeitgeist, the attitude of monetary and fiscal policymakers toward growth in nominal spending. The Fed will largely offset the impact of fiscal policy on nominal spending when the Fed doesn’t view that impact as being desirable. Historical studies of correlations between fiscal policy and inflation will not have reliable policy implications, for the same reason that historical studies of the correlation between inflation and unemployment from 1879 to 1968 had misleading policy implications for a world of unconstrained fiat money.

In 1976, Robert Lucas explained why the Phillips Curve was an unreliable guide to policymakers. Studies that found a negative correlation between inflation and unemployment were mostly looking at periods of time where authorities were not trying to manipulate the inflation rate to influence employment. Recall that between 1879 and 1968, the dollar was almost always fixed to gold at either $20.67/oz. or $35/oz. Under that policy regime, you cannot permanently lower unemployment with higher rates of steady state inflation. If temporary increases in inflation have an expansionary impact, it is largely because they are unanticipated. (As an aside, NGDP growth is a better variable than inflation when doing these sorts of Phillips Curve studies.)

Even if the 2020-21 fiscal stimulus did have an inflationary impact, that’s no reason to assume that a similar fiscal program adopted today would have the same sort of impact. Having seen what went wrong in 2021-22, today’s Fed would be far more likely to offset the impact of bigger budget deficits with tighter money, something they did not do in 2021.

Another recent study does find some evidence of causation running from fiscal shocks to inflation. Gabriel P. Fritsch and J. Zachary Mazlish’s new paper found strong evidence that positive fiscal shocks are inflationary. Here is the abstract:

We introduce a new methodology for identifying high-frequency fiscal shocks using Large Language Models. We apply this method to 1947-2025 US data. Our results show that the model successfully mimics a "professional forecaster" of the current and future US fiscal position, and is able to recover similar shocks to what have already been identified in the narrative fiscal shock literature. We then examine the effects of fiscal shocks on asset prices: in response to a 1pp shock to the present-value of the current and next ten-years deficits, ten-year Treasury yields rise more than 30bps, with real yields and break-even inflation expectations both contributing to the rise. The dollar appreciates significantly — as much as 4.8% — and the 2Y-10Y spread rises 16-24bps. Turning to macroeconomic outcomes, our fiscal shocks produce government spending multipliers in the 0.5-1 range. Tax shocks shows strong signs of anticipation, and using our data to account for anticipation, we find that output and consumption fall by more than 2% in anticipation of a 1% of GDP tax cut. The multiplier for an anticipated tax shock is 1.2, smaller than typical estimates.

I like the approach they use, even though their findings conflict with my “monetary dominance” view of macroeconomics. By looking at market responses to policy surprises, they are able to address the identification problem that has made it so difficult to establish causality. Assuming the findings hold up in future research, this study seems to clearly indicate that fiscal stimulus has a positive impact on inflation.

Nonetheless, there is an important difference between statistical significance and economic significance. For instance, look at the biggest fiscal policy shocks during the period since WWII, from the Fritsch and Mazlish paper:

Notice that the election of Reagan was by far the largest positive shock, twice the size of the second largest (Trump’s first election.) And yet during the Reagan administration, we saw the largest disinflation of my lifetime. Did the disinflation occur because markets misjudged Reagan’s fiscal policy? Not at all—budget deficits did increase sharply during the 1980s due to a combination of much higher military spending and sharply lower tax rates. The positive fiscal shock that was predicted after Reagan was elected did in fact occur.

And yet inflation fell sharply during the 1980s, even as many Keynesian economists predicted that inflation would increase. The explanation is simple; Reagan’s fiscal expansion was more than offset by a much tighter monetary policy, which brought inflation down from the double digits of 1979-81 to approximately 4% during 1982-89. Two things can both be true:

A. Reagan’s fiscal stimulus boosted inflation, other things equal.

B. Monetary policy was by far the dominant factor determining the path of inflation during the 1980s.

Also notice that during the 1970s, the two largest fiscal shocks were both contractionary—the Nixon budget and the Ford budget. And yet any story of the 1970s will focus on the extremely high (and rising) inflation of the period, far worse than the recent post-Covid inflation. Even if the two budget shocks did have a contractionary impact at the margin, the effects were completely overwhelmed by the extremely expansionary Fed monetary policy of 1965-81. Again, statistical significance does not always imply economic significance.

In a world where the Fed targets inflation at 2% but also cares about unemployment, supply shocks may have a temporary impact on the CPI. But non-monetary demand shocks should be fully offset by monetary policy, at least if the Fed is doing its job. Any (undesirable) impact of (demand-side) fiscal policy on inflation would result from the Fed failing to properly do its job. This means that any model showing how fiscal policy affects inflation will implicitly be a model of monetary policy failure.

I have no problem with studies that show that fiscal policy action X is correlated with monetary policy failure Y. Just don’t expect that study to provide reliable policy guidance to future fiscal policymakers.

PS. The Fritsch and Mazlish paper makes this claim:

Ten days after a shock that increases the present discounted-value of the current and next ten-year’s expected deficits over GDP by 1pp, the dollar appreciates 4.8%, ten-year nominal Treasury yields rise 46 basis points (bps), and ten year real yields are 34bps higher.

That implies a 12-basis point rise in inflation expectations, or a 20-basis point increase from the Reagan shock (which was 1.7 pp). Actual inflation fell by roughly 800 basis points.

PPS. Off topic, I was amused to see this headline in the OC Register:

Why do 31% of Americans want a housing crash?

And this data:

The survey found that 37% of renters who were rooting for a crash said a price collapse would improve their odds of buying a home. Just 12% of owners felt the same way.

Conversely, 39% of owners hoping for a housing crash wanted the lower property taxes a drop would create, compared with 15% of renters.

Of course, a housing crash caused by lower demand does not make housing more “affordable”, as we saw when a deep recession and tighter lending standards caused less housing to be built in 2008. On the other hand, a fall in house prices due to more supply does make housing more affordable, as we recently saw in Austin, Texas.

In other words, NRFPC

Speaking of housing, recent attempts to ban corporate ownership of housing are just one more piece of evidence that we are living in a new dark age of economics. They turned a YIMBY bill into a NIMBY bill. Both the left and the right have completely lost touch with reality. As I keep saying, “affordability” isn’t about prices, it’s about output. The way things are going, it may take decades to get back to the sensible neoliberalism of the 1990s.

Introduction to SQLAlchemy 2 In Practice

In 2023 I wrote "SQLAlchemy 2 In Practice", a book in which I offer an in-depth look at SQLAlchemy version 2, still the current version today. SQLAlchemy is, for those who don't know, the most popular database library and Object-Request Mapper (ORM) for Python.

I have a tradition of publishing my books on this blog to read for free, but this is one that I never managed to bring here, and starting today I'm going to work on correcting that. This article includes the Preface of the book. If you are interested, keep an eye out on this blog over the next few weeks, as I will be publishing the eight chapters of the book in order. If you can't wait for the installments, you can buy the book in electronic or paper format today, and I will be eternally thankful, as you will be directly supporting my work.

The One About In Real Life

The One About In Real Life

In our 97th episode, we talk about how much more we learn in person and why the last 10% of anything is the most important part.

Things we mentioned:

Related Important Things episodes:

Enjoy it now, or download for later. Here’s a handy feed or subscribe via Overcast or iTunes.

SpaceX launches 25 Starlink satellites on Falcon 9 rocket from Vandenberg Space Force Base

A SpaceX Falcon 9 rocket lifts off from Space Launch Complex 4 East at Vandenberg Space Force Base to begin the Starlink 17-31 mission on March 13, 2026. Image: SpaceX

SpaceX launched a Falcon 9 rockets from Vandenberg Space Force Base in California Friday morning, carrying 25 broadband internet satellites for SpaceX’s low Earth orbit megaconstellation.

Liftoff from Space Launch Complex 4 East happened at 6:57:59 a.m. PDT (10:57:59 a.m. EDT / 1457:59 UTC). This was the company’s 25th mission supporting its low Earth orbit constellation so far this year.

SpaceX launched the Starlink 17-31 mission using the Falcon 9 first stage booster with the tail number 1071. This was its 32nd flight following the launch of missions, like NASA’s SWOT, five missions for the National Reconnaissance Office and five SmallSat rideshare missions.

A little less than 8.5 minutes after liftoff, B1071 landed on the drone ship, ‘Of Course I Still Love You,’ positioned in the Pacific Ocean. This was the 183rd landing on this vessel and the 584th booster landing for SpaceX.

Satellite deployment happened a little more than an hour after the launch, bringing SpaceX up to 674 Starlink satellites flown so far in 2026.

A stack of SpaceX’s Starlink V2 Mini satellites are seen on its Falcon 9 second stage during the Starlink 17-31 mission on March 13, 2026. Image: SpaceX

SpaceX launches Starlink mission from Cape Canaveral on cloudy Saturday morning

A SpaceX Falcon 9 rocket soars above the clouds during the Starlink 10-48 mission, which lifted off from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station on March 14, 2026. Image: Michael Cain/Spaceflight Now

Update March 14, 9:49 a.m. EDT (1349 UTC): SpaceX confirms deployment of the 29 Starlink satellites.

SpaceX’s Falcon 9 soared in-between a patchwork of clouds, like a needle through fabric, as climbed away from Cape Canaveral Space Force Station Saturday morning to deliver 29 Starlink V2 Mini Optimized satellites into low Earth orbit.

Liftoff happened at 8:37:10 a.m. EDT (1237:10 UTC), with the rocket heading off on a north-easterly trajectory upon leaving the pad.

It appeared preparations for a Friday launch were not running on schedule. At the time the launch was pushed back to Saturday there was no sign of the rocket at Space Launch Complex 40.

The 45th Weather Squadron forecast a 75 percent chance for favorable conditions during the Saturday morning launch window. The cloudy morning didn’t make for the best local launch viewing, but didn’t prove to be a show stopper.

SpaceX launched the mission using the Falcon 9 first stage booster with the tail number 1095. This was its sixth launch after previously flying five other batches of Starlink satellites.

Nearly 8.5 minutes after liftoff, B1095 landed on the drone ship, ‘Just Read the Instructions,’ positioned in the Atlantic Ocean. This was the 153rd landing on this vessel and the 584th booster landing to date for SpaceX.

A SpaceX Falcon 9 rocket soars above the clouds during the Starlink 10-48 mission, which lifted off from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station on March 14, 2026. Image: Michael Cain/Spaceflight Now

Who Can Take the Pain the Longest?

Politics Chat, March 12, 2026

American Conversations: Education Policy with Josh Cowen

March 11, 2026

In a brief call with Barak Ravid of Axios today, President Donald J. Trump said “The war is going great. We are way ahead of the timetable. We have done more damage than we thought possible, even in the original six-week period.” He added that the war against Iran will end “soon” because there’s “practically nothing left to target.” “Little this and that... Any time I want it to end, it will end,” he said.

In fact, according to Patrick Wintour of The Guardian, Iranian officials have rejected two messages from Trump’s Middle East envoy Steve Witkoff calling for a ceasefire. Wintour writes that Iran’s leaders “sense it is not losing the war and the US president is at the minimum feeling the political pressure.” Iranian officials intend to make the economic, political, and military costs of the war so high that Trump will not attack Iran again.

For his part, Trump appears to be panicking over yesterday’s news that Iran is laying mines in the Strait of Hormuz, through which tankers transport about 20% of the world’s oil through a two-mile-wide (3.2 km) shipping channel. (Twenty percent of the world’s oil is about 20 million barrels, and a barrel is a unit of measure equal to 42 U.S. gallons or 159 liters.) Threats from Iran have bottled up oil in the Persian Gulf, and suppliers are shutting down operations because their storage facilities are full. The average price of gasoline in the U.S. has jumped nearly 60 cents a gallon since Trump launched attacks against Iran.

As Morgan Phillips of Fox News notes, naval mines are cheap, as little as a few thousand dollars, and can incapacitate or sink a $2 billion U.S. destroyer. They can be deployed by small vessels like hard-to-spot fishing craft at night.

The U.S. destroyed sixteen inactive Iranian mine-laying ships yesterday; today three merchant ships sustained minor damage after being struck in or near the strait. Today Trump claimed the U.S. has hit “28 mine ships as of this moment,” prompting Chris Cameron of the New York Times to note that “[t]he president sometimes exaggerates or is imprecise when giving figures.”

A spokesperson for Iran’s military command, Ebrahim Zolfaqari, said: “Get ready for oil to be $200 a barrel, because the oil price depends on regional security, which you have destabilised.” Today Iran struck oil storage facilities in Oman and Bahrain.

While a few Iranian ships are traversing the strait, they are the only ones. Retired French vice admiral Pascal Ausseur told the Associated Press: “In today’s context, sending warships or civilian vessels into the Strait of Hormuz would be suicidal,” adding that a ceasefire with Iran “would move the situation from suicidal to dangerous.” At that point, escorts of oil vessels by military ships could begin.

Today Trump told Leonardo Feldman of Newsweek that the project of reopening the Hormuz Strait is “working out very well, and I think you are going to see that.” Trump has said prices will “drop very rapidly when this is over,” but oil industry analysts say reopening production could take at least a month even if Trump could declare the war over immediately, and there is no indication Iran would agree to an instant ceasefire.

Aarian Marshall of Wired reports that half of the ships that usually travel through the Strait of Hormuz carry oil, but the other half carry raw materials that are made into fertilizer, plastics, precision instruments, machinery, electrical parts, and electronic components, all of which could jump in price.

Jon Gambrell of the Associated Press suggested that the war with Iran boils down to a single question: “Who can take the pain the longest?” Iran is being hammered with air strikes by both Israel and the U.S. Those strikes now include Israeli strikes on targets in Lebanon Israel says are connected to Iran-backed Hezbollah militants, killing more than 600 people and turning as many as 800,000 into refugees. For the regime, Gambrell notes, victory means staying in power and outlasting the bombing.

It is unclear what victory looks like for the U.S. The administration has offered a range of justifications for its war without suggesting what an endgame looks like. David Brown of the Wall Street Journal reported today that the U.S. and Israel appear to disagree about how long the war should last, with Israeli officials wanting to continue the war by decimating Iran’s oil industry and targeting top Iranian officials.

The pain for the U.S. is already becoming clear. Yesterday, after Reuters reporter Phil Stewart reported that as many as 150 U.S. troops had been wounded so far in the Iran conflict, the Pentagon publicly revised its estimate of fewer than a dozen U.S. service members wounded upward to about 140. The wounds include brain trauma, shrapnel wounds, and burns. Seven service members have died.

Lawmakers and their aides expressed frustration that the Pentagon had not announced the casualty numbers without prodding. “Just own it and be transparent,” a congressional aide told Alex Horton of the Washington Post. “You owe it to the service members.”

Bora Erden and Leanne Abraham of the New York Times reported today that at least seventeen U.S. military sites and installations across the region, including air defense systems, have been struck since the war began. Iran has also struck diplomatic sites, including U.S. embassies in Kuwait City, Kuwait, and Riyadh, Saudi Arabia, and the U.S. consulate in Dubai.

The eye-watering cost of the conflict is also hitting home. Officials from the Pentagon told members of Congress this week that the military used up $5.6 billion worth of munitions in the first two days of the war, a much higher burn rate than the administration had previously disclosed. Lawmakers are concerned that Trump’s Iran attack, along with his strikes on Nigeria, Somalia, Iraq, Venezuela, the small boats in the Caribbean and eastern Pacific, and the Houthis in Yemen, is cutting into U.S. readiness for unexpected conflicts.

Lawmakers are also unhappy about the administration’s expected upcoming request for more money to fight the war. Catie Edmondson of the New York Times reported that Pentagon officials told lawmakers yesterday the first six days of the war had cost more than $11.3 billion, not including the buildup of personnel and military hardware for the initial strikes.

Today Julian E. Barnes, Eric Schmitt, Tyler Pager, Malachy Browne, and Helene Cooper of the New York Times reported that, according to a preliminary report by military investigators, the U.S. is responsible for the February 28 strike on the Shajarah Tayyebeh girls elementary school that Iranian officials say killed at least 175 people, most of them children. The school building had been part of an adjacent Iranian military base years ago, and it appears the U.S. used outdated information in their targeting of the building.

As the journalists wrote, “Striking a school full of children is sure to be recorded as one of the most devastating single military errors in recent decades.”

On Saturday, when asked about the possibility the U.S. was responsible for the strike, Trump answered: “No. In my opinion and based on what I’ve seen, that was done by Iran…. We think it was done by Iran. Because they’re very inaccurate, as you know, with their munitions. They have no accuracy whatsoever. It was done by Iran.”

On Monday, when a reporter noted that it was likely a Tomahawk missile that hit the school and asked if the U.S. would accept responsibility, Trump responded that “the Tomahawk…is sold and used by other countries,” and suggested that Iran “also has some Tomahawks.”

On Tuesday, a reporter asked why Trump said Iran had Tomahawks when only three other U.S. allies and the U.S. have them. White House press secretary Karoline Leavitt answered: “The president has a right to share his opinions with the American public, but he has said he’ll accept the conclusion of that investigation, and frankly, we’re not going to be harassed by the New York Times, who’s been putting out a lot of articles on this making claims that have just not been verified by the Department of War, to quickly wrap up this investigation because the New York Times is calling on us to do so.”

Today a reporter confronted Trump, saying: “A new report says that the military investigation has found that the United States struck the school in Iran. As commander-in-chief, do you take responsibility for that?”

Trump answered: “I don’t know about it.”

Tonight, Iranian boats full of explosives hit two tankers carrying Iraqi fuel oil and set them ablaze about 30 miles (48 kilometers) off the Iraqi coast. According to Iraqi state media, Iraqi oil ports have “completely stopped operations.” Jon Gambrell of the Associated Press reported that one of the key measures of oil prices, Brent crude, jumped above $100 a barrel.

Notes:

https://www.axios.com/2026/03/11/trump-iran-war-end-withdrawal

https://www.axios.com/2026/03/10/hormuz-strait-mines-war-trump

https://www.theguardian.com/news/2026/mar/11/us-iran-strait-of-hormuz-mine-boat-attacks

Morgan Phillips, “US destroys 16 Iranian mine boats as Strait of Hormuz oil showdown escalates,” Fox News, March 11, 2026.

https://www.newsweek.com/strait-of-hormuz-opening-donald-trump-iran-mines-11661502

https://apnews.com/article/iran-us-israel-war-attrition-analysis-5d7e50c3a6da57414bbf4a5e255e4a7e

https://www.wsj.com/politics/casualties-and-the-cost-of-war-c221c633

https://www.washingtonpost.com/national-security/2026/03/10/us-troops-wounded-iran-war/

https://www.reuters.com/business/energy/us-gasoline-prices-surpass-350-gallon-pumps-iran-war-rages-2026-03-11/

https://www.cnn.com/2026/03/11/business/price-oil-trump-gas-war

https://apnews.com/article/iran-us-israel-war-attrition-analysis-5d7e50c3a6da57414bbf4a5e255e4a7e

https://www.wired.com/story/how-the-iran-war-could-jack-up-prices-on-store-shelves/

https://www.cfr.org/articles/guide-trumps-second-term-military-strikes-and-actions

https://www.washingtonpost.com/national-security/2026/03/09/iran-war-cost/

https://www.nytimes.com/2026/03/11/world/middleeast/iran-war-costs-pentagon.html

https://www.nytimes.com/interactive/2026/03/11/world/middleeast/iran-us-military-bases-strikes-map.html

https://www.cbsnews.com/news/strike-in-kuwait-that-killed-6-us-service-member-more-severe/

https://www.theguardian.com/world/2026/mar/10/iranian-regime-is-not-weakening-in-face-of-us-israel-onslaught-but-becoming-more-defiant

https://www.nytimes.com/2026/03/11/us/politics/iran-school-missile-strike.html

https://www.theguardian.com/world/live/2026/mar/11/iran-war-live-updates-trump-oil-hormuz-protestors-us-israel-beirut-middle-east-latest-news

https://www.telegraph.co.uk/world-news/2026/03/12/iran-war-latest-news-strait-of-hormuz-iraqi-oil-tankers-hit/

https://www.nytimes.com/2026/03/11/world/middleeast/beirut-lebanon-israel-strikes.html

https://www.seatrade-maritime.com/tankers/two-tankers-struck-off-iraq-fire-reported

https://www.reuters.com/world/middle-east/oil-storage-facilities-hit-omans-salalah-port-ambrey-state-tv-say-2026-03-11/

X:

phildstewart/status/2031429959030280658

jongambrellAP/status/2031936024100880864

Bluesky:

markjacob.bsky.social/post/3mgsnrnz3vs2l

acyn.bsky.social/post/3mgix5syjz52c

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New Wave Hardware

We briefly mentioned New Wave Hardware in last week’s Inanimate Lab Notes so this is me doing some unpacking. While you’re there, join 300+ other subscribers and sign up for our newsletter. You’ll get weekly links and updates on what we’re working on.


There are a bunch of things changing with new hardware products, design and technology.

Let’s say: the intersection of hardware and AI. But our hunch is that it’s broader than that.

There are new ways to get hardware into the hands of consumers, and new AI interactions that are now possible, and more, and these changes are happening independently but simultaneously. We’re tracking this as what we’re calling New Wave Hardware.

So we got a few founders together at Betaworks in NYC earlier this week for a roundtable to compare notes (thank you Betaworks!).

The meta question was: does our hunch hold? And, if so, what characterises New Wave Hardware and what specifically is changing – so that we can push at it?

I kept notes.

I’ll go off those and add my own thoughts.

(I’m using some direct quotes but I won’t attributing or list attendees. I would love for others to share their own perspectives!)


AI interfaces

Voice is good now! (As I said.) So we’re seeing that a lot.

More than that:

  • You can express an intent and the computer will do what you mean
  • Natural interfaces are workable now, beyond voice. e.g. the new Starboy gadget by lilguy: "We trained multiple tiny image models that run locally on the device, letting it recognize human faces and hand gestures" (launch thread on X).

What do we do with consumer gadgets that perceive pointing and glances? What is unlocked when we shift away from buttons and apps to interact with hardware devices, and the new interface is direct and human and in the real world?

New interaction modalities

Beyond the user interface, the way we interact with hardware is changing. I kept a running list of the interaction modality changes that were mentioned:

  • Human interfacessee above.
  • Situated – due to always-on sensors, AI devices know what’s going on around them and can respond when they see fit, not only on a user trigger. Yes, screens that dim when it gets dark, but in a wider sense this goes back to Clay Shirky’s essay Situated Software (2004), "software designed in and for a particular social situation or context." We’re seeing more of this.
  • Autonomous – agents are software that has its own heartbeat, now we see that "the hardware becomes aware"… and then what? Maybe the user doesn’t need to be intentional about activating some function or another; the device can get ahead of intentions, and offer a radically different kind of value to the user. A new design possibility.
  • Networked – we’re frequently working with connected devices which today have attained a new level of reliability. What happens when the stuff around us channels planetary intelligence?
  • Embodied – the cleverness of the Plaud AI note taker device is that it’s a social actor: you can notice it, place it on the table, cover it; it inflects what people say and how they feel (for better or worse). Hardware is in the real world and you can move it from focal to peripheral attention just by moving your head.

Some of these are new colours in the palette to design with; some are intrinsic to hardware and have been there all along. Though amplified! The rise of wearables (described by one founder as "sitting between the utility and affinity group") means that hardware is more frequently in our faces.

There are challenges. When we have devices and "the ability to put software that can do anything at any time in them," the lack of affordances and constraints can be baffling. So how do we not do that?

And how do we understand what things do anyway, really, when behaviour steered by AI is so non-deterministic? Perhaps we have to lean into the mystical. That’s another trend.

Getting hardware in the hands of users

Every few years there’s a claim that it’s now quicker than 18 months to get a hardware product from concept through manufacture: that’s still not the case but there are alternatives and short cuts – some of which are potentially rapidly quicker.

Like: reference designs. There is now so much hardware coming out of Shenzhen, there are high level references designs for everything to customise, and factories are keen to partner. One team at the roundtable brought up their core electronics in the US, then got pretty sophisticated products built (batch size of 100) complete with beautiful metal enclosures after spending just 3 weeks in China.

Also like: 3D printers. Short run fabrication is possible domestically in a way it wasn’t before. Let me highlight Cipherling which combines production-grade microcontrollers with a charming 3D printed enclosure to get to market quicker.

It does seem like the sophistication of the Western and Shenzhen hardware ecosystems has made these approaches - which are not new - newly accessible.

Form factors

New Wave Hardware skews consumer, perhaps?

Or at least there’s a renewed interest in consumer hardware from startups and investors.

This is partly because there’s a big unknown and therefore a big opportunity: AI is hungry for context, it’s useful in the real world outside our phones, and the new AI interaction modalities means there’s a lot to figure out about how to make that good – it’s not obvious what to do. Like do we have lanyards or pucks on tables or what? We need to experiment, which demands quick cycle time, which is a driver on finding alternatives to the 18 month product development cycle.

Also the previous generation of hardware was oh-so-asinine. One remark I wrote down from the roundtable, regarding the consumer hardware that currently surrounds us: "This is hardware that would want to be invisible if it could."

So there’s a desire to try new forms; products that don’t secretly want to hide themselves.

Just a note too that “new form factors” doesn’t just mean standalone devices: we continue to be inspired by the desk-scale or even room-scale work at Folk Computer.

New tools, of course

If you’re an artist wanting to put a few dozen instances of weird new consumer electronics in people’s hands, and your single blocker was writing firmware, then guess what: in the year of our Claude 2026 that is no longer a blocker.

AI tools provide what I’ve previously called Universal Basic Agency and it is wonderful. When individuals are unblocked, we get an abundance of creativity in the world.

(We were at a 6 minute demos event in the basement of an independent bookstore in Brooklyn on Friday - see this week’s Lab Notes - and one speaker was showing their vintage arcade display adaptor project. So cool. They make super complicated PCBs but don’t enjoy 3D modelling, so did the CAD in programmable modelling software with a few lines of code. Not AI, but advanced tools.)

And do we see a glimmer of end-user programming too?


I’m grateful for the thoughtful and open conversation of everyone at the roundtable.


As I write this, a set of colourful Oda speakers, hanging from the ceiling here at Betaworks, relay a live audio stream from a macaw sanctuary forest in central Costa Rica. We can hear the birds and the weather – it is transporting.

If there is such a trend as New Wave Hardware (and, after our small conversation, I do believe there is) then it is not confined to mass market novel AI interfaces, it is also these profound artistic interventions, and we all learn from one another.

Are you seeing something happen here too? Are hardware startups characterised by something different today versus, say, 5 years ago? Lmk if you end up sharing your perspective on your blog/newsletter – would love to read.

At Inanimate we are building products within New Wave Hardware, and working to do our bit to enable it.

We hope to convene another roundtable in the near future, either here in NYC or back home in London, to continue swapping notes and pointers and feeling this out together.


More posts tagged: inanimate (3).

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Is it wrong for me to want Donald Trump to be dead?

It’s 1938.

You live in Germany.

You have a leader named Adolph Hitler. He is rounding up Jews. He makes clear there is a master race. He believes he should rule everyone and everything.

Would it be wrong to wish for his death?

It’s 2005.

You live in Syria.

You have a leader named Bashar al-Assad. He is gassing your fellow citizens. Poisoning them. Murdering them. Wiping out families.

Would it be wrong to wish for his death?

It’s 2026.

You live in America.

You have a president named Donald J. Trump who cares for no one (literally no one) but himself. Under his reign, masked agents crawl across the land, grabbing people, kidnapping people, terrorizing communities, killing people. Under his reign, the only thing he values is his own wealth, his own power, his own gluttony. He has set fire to the Constitution. He has spoken in such ways that his opponents are violently targeted and, often, physically beaten. He lies incessantly. He shows loyalty to no one. He is a vile racist, a vile sexist, a vile homophobe, a concealed pedophile whose base-level instincts are carnal and focus upon survival. If people die, they die. Soldiers—who cares? POWs were losers for being captured. Scientists—who cares? Climate change is fake. Innocent children—who cares. So what if we bombed a school in Iran? Let them eat cake.

Would it be wrong to wish for his death?

Would it really be so wrong?

•••

I think about this quite often, because I want Donald Trump to disappear.

And this is not a threat—I do not want him murdered, for the last thing we need is the Orange Pig turning into a martyr. No, I want him to perish on the toilet, while taking a big-ass stinky shit with a couple o’ half-eaten Egg McMuffins wedged within his doughy, lifeless, rigor mortis-infected paws. I want the official White House photographer to chronicle the scene, then have those pictures leaked across the world. I want to see Donald Trump’s bloated bloatedness—orange above the neck/pale below it—alongside a toilet, shit splotches coating his thighs and buttocks, any remaining morsels of dignity forever expunged by this new made-for-Wikipedia image.

I have, truly, never wished the end upon another person. Not John Rocker, not J.D. Vance, not Kristi Noem … not anyone. Why? Because 99.9999999999 percent of us have loved ones who deeply care, and who would be wounded by our departures. Rocker has a mother. Vance has a wife and children. Noem has Corey. The finality of death is crushing, and even awful people have redemptive qualities.

But not Trump. He is, in every sense of the word, a succubus (Definition: a demon in European folklore that appears in dreams to seduce men, draining their life force or soul through sexual intercourse to survive). He cheated on wife 1 with wife 2 and wife 2 with wife 3 and wife 3 with one of many women, including a porn star he paid off in hush money. He was barely around to raise his children, and—I’m guessing—couldn’t tell you Barron’s birthdate or favorite color. He is badness. Pure, dark, grotesque badness.

So, again, I do not generally wish for one to perish.

Honestly, I don’t.

But I can make an exception.1

1

To be 100 percent clear, I do NOT want any violence. Any. At all. Ever. But if Bruh chokes on a burger while taking a poop, I’m all in.

A chat with the Panther Pod

So I serve as an adjunct journalism professor at Chapman University. The other day, David Jensen of the Panther, the student newspaper, asked to chat OC politics on the ol’ podcast.

I didn’t dress for the occasion …

Thursday 12 March 1662/63

Up betimes and to my office all the morning with Captain Cocke ending their account of their Riga contract for hemp. So home to dinner, my head full of business against the office. After dinner comes my uncle Thomas with a letter to my father, wherein, as we desire, he and his son do order their tenants to pay their rents to us, which pleases me well. In discourse he tells me my uncle Wight thinks much that I do never see them, and they have reason, but I do apprehend that they have been too far concerned with my uncle Thomas against us, so that I have had no mind hitherto, but now I shall go see them. He being gone, I to the office, where at the choice of maisters and chyrurgeons for the fleet now going out, I did my business as I could wish, both for the persons I had a mind to serve, and in getting the warrants signed drawn by my clerks, which I was afeard of.

Sat late, and having done I went home, where I found Mary Ashwell come to live with us, of whom I hope well, and pray God she may please us, which, though it cost me something, yet will give me much content. So to supper and to bed, and find by her discourse and carriage to-night that she is not proud, but will do what she is bid, but for want of being abroad knows not how to give the respect to her mistress, as she will do when she is told it, she having been used only to little children, and there was a kind of a mistress over them.

Troubled all night with my cold, I being quite hoarse with it that I could not speak to be heard at all almost.

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Links 3/12/26

Links for you. Science:

Americans Are Uniquely Infatuated With Bald Eagles. Too Bad Most of Us Have No Idea What They’re Actually Like.
Breakthrough Discovery Targets Virus Infecting 95% of the World’s Population
Virus Evolution: Scaling up efforts to target evolving viruses
Mucosal vaccination clears Clostridioides difficile colonization
Antibiotic resistance threatens 30-year decline in deaths from lower respiratory infections
Let’s Stop Getting Distracted From This Crucial Question About Exercise

Other:

After the Rent Freeze: The cost of affordable housing in New York City (excellent)
Texts show Republican Rep. Tony Gonzales sent sexually explicit messages to staffer
Maine ICE observers say agents threatened to put them on ‘domestic terrorist’ watchlist
Local law enforcement gets perks for partnerships with ICE that led to 650 arrests in West Virginia
Tony Gonzales faces mounting pressure from GOP women over affair allegations
Sam Altman’s anti-human worldview
The End of Children
How to stop a dictator. I spent months studying how authoritarians like Trump lose. The answer is shockingly simple. (interesting, but I think there are some alternative explanations that are valid)
How to Tax Billionaires
Longtime Trump Supporter’s Husband Detained By ICE, Says President ‘Ruined Our Life’
Why The State Of The Union Boycotters Have It Right
This App Warns You if Someone Is Wearing Smart Glasses Nearby
Bombshell report says Epstein stashed photos and hard drives in a half dozen storage units around US
I Told You So…
Young Men Aren’t the Only Ones Struggling
Nicki Minaj’s social media propped up by thousands of bots, analysis finds
Kash Patel’s use of jet delayed FBI team’s mass shooting response, whistleblower tells top senator
How malls can become the midtowns of the future. Mall and office park redevelopments are a generational opportunity to create new nodes of urbanity.
Zeynep Tufekci on having the wrong nightmares about generative AI
Peter Attia Out at CBS News After Epstein Files Correspondence Disclosures
This economic idea transfixed Wall Street and Washington. It may be a mirage. Massive investment in AI contributed “basically zero” to U.S. economic growth last year, Goldman Sachs has calculated.
The Real State of the Union: Millions of Americans Are Just Disgusted
Clever Accounting
Turns out Generative AI was a scam. Or at least very very far from what it has been cracked up to be
Wear Whatever F-ing Jeans You Want
The Rise of the Bratty Machines
15 States Sue H.H.S. Over Revisions to Vaccine Schedule
Jeffrey Epstein And His Network Of Rich Freaks Were Obsessed With The Chiropractor
ICE Took Their Papers—and Won’t Give Them Back
Yankee Go Home. American power rested on culture. No longer.

Jason Snell Is on Jeopardy Next Week

Jason Snell:

So here we are: Six Colors now has three Jeopardy! players as contributors.

Come on, Moltz, get your shit together.

 ★ 

Another One From the Archive: ‘Web Kit’ vs. ‘WebKit’

When I re-read my 2006 piece “And Oranges” today before linking to it, I paused when I read this:

And while it is easy to find ways to complain that Apple is not open enough — under-documented and undocumented security updates and system revisions, under-documented and undocumented file formats — it would be hard to argue with the premise that Apple today is more open than it has ever been before. (Exhibit A: the Web Kit project.)

It’s not often I get to fix 20-year-old typos, and to my 2026 self, “Web Kit” looks like an obvious typo. But after a moment, I remembered: in 2006, that wasn’t a typo.

 ★ 

★ Modifier Key Order for Keyboard Shortcuts

Dr. Drang, back in 2017:

If you write about Mac keyboard shortcuts, as I did yesterday, you should know how to do it right. Just as there’s a proper order for adjectives in English, there’s a proper order for listing the modifier keys in a shortcut.

I haven’t found any documentation for this, but Apple’s preferred order is clear in how they show the modifiers in menus and how they’re displayed in the Keyboard Shortcuts Setting.

The order is similar to how you see them down at the bottom left of your keyboard. Control (⌃), Option (⌥), and Command (⌘) always go in that order. The oddball is the Shift (⇧) key, which sneaks in just in front of Command.

Perhaps this wasn’t documented in 2017, but at least since 2022 (per the Internet Archive), Apple has documented the correct order for modifier keys in a keyboard shortcut in their excellent Apple Style Guide, under the entry for “key, keys”:

If there’s more than one modifier key, use this order: Fn (function), Control, Option, Shift, Command. When a keyboard shortcut includes a mouse or trackpad action, use lowercase for the mouse or trackpad action.

  • Option-click
  • Option-swipe with three fingers

There’s all sorts of good stuff in this Style Guide entry, including an explanation for why the shortcut for Zoom Out is ⌘- (using the lower of the two symbols on the “-/_” key) but the shortcut for Zoom In is ⌘+ (using the upper of the two symbols on the “=/+” key):

If one of the characters on the key provides a mnemonic for the action of the command, you can identify the key by that character.

While I’m at it, here’s a pet peeve of mine. When you write out a keyboard shortcut using modifier key names, you connect them with hyphens: Command-R. But when using the modifier glyphs, you should definitely not include the hyphens. ⌘C is correct, ⌘-C is wrong. For one thing, just look at the shortcuts in the menu bar — the shortcut for Copy has been shown as ⌘C since 1984. For another, consider the aforementioned shortcuts that most apps use for Zoom In and Zoom Out: ⌘+ and ⌘-. Both of those would look weird if connected by a hyphen, but Zoom Out in particular would look confusing: Command-Hyphen-Hyphen?.

(How do you write those out using words, though? Apple uses “Command-Plus Sign (+)” and “Command-Minus Sign (-)”. Me, I’d just go with “Command-Plus” and “Command-Minus”.)

Pay no attention to Drang’s follow-up post, or this one from Jason Snell. The correct order is Fn, Control, Option, Shift, Command — regardless if you’re using the words or the glyphs.

Apple Has Changed Several Key Cap Labels From Words to Glyphs on Its Latest U.S. MacBook Keyboards

“Mr. Macintosh”, on Twitter/X last week:

Small change:

Looks like Apple updated the keyboard on the new M5 16‑inch MacBook Pro. The Backspace, Return, Shift, and Tab labels are gone, replaced with symbols instead.

All the new MacBook keyboards sport this same change, including the M5 Air and A18 Pro MacBook Neo. I’m not a fan. I like the words on those keys. But I’m willing to admit it might just be that I’ve been using Apple keyboards with words on those keys since I was like 10 years old. iOS 26 switched from the word “return” to the “⏎” glyph on the software keyboard (and removed the word “space” from the spacebar — which, in hindsight, seemed needless to label).

The Escape key is still labelled “esc”, and the modifier keys (Fn, Control, Option, and Command) still show the names underneath or next to the glyphs. I suspect this is because documentation — including Apple’s own — often uses names for these keys (Option-Shift-Command-K), not the glyphs (⌥⇧⌘K). It’s only in the last few years that Apple began including the glyphs for Control (⌃) and Option (⌥) — until recently, those keys were labelled only by name. They added the ⌃ and ⌥ glyphs between 2017 and 2018. And until that change in 2018, Apple added the label “alt” to the Option key — a visual turd so longstanding that it dates back even to my own beloved keyboard.

Outside the U.S., Apple has been using glyphs for these key caps for a long time. The change from words to glyphs is new only here.

 ★ 

MacBook Neo Teardown

Tech Re-Nu, on YouTube:

That leaves us with a fully disassembled laptop. We’ve done this in less than 10 minutes, which is absolutely amazing for an Apple laptop. I can’t say we’ve ever had a Mac that looks as repairable and as modular as this one. No sticky tape, no tricky adhesives, modular parts, minimal parts as well, no hinge covers or anything like that. It’s just super straightforward, elegant design.

The aspects of the Neo that make it less expensive also make it simpler, and thus easier to service. Apple’s iPhones, iPads, and higher-end MacBooks that use a lot of glue and tape and pack components together in hard-to-disassemble ways aren’t designed that way out of spite or carelessness. They’re like that because that’s what it takes to make devices ever smaller, and ever more lightweight. By allowing the Neo to be a bit thicker and heavier, it’s also a lot simpler.

 ★ 

Software Proprioception

Marcin Wichary:

There are fun things you can do in software when it is aware of the dimensions and features of its hardware. [...]

The rule here would be, perhaps, a version of “show, don’t tell.” We could call it “point to, don’t describe.” (Describing what to do means cognitive effort to read the words and understand them. An arrow pointing to something should be easier to process.)

I just learned the word proprioception a few weeks ago, in the context of how you can close your eyes and put your fingertip on the tip of your nose. Perfect word for this sort of hardware/software integration too.

 ★ 

Liberalism.org

…on March 12 we’ll be launching Liberalism.org, a new project from IHS [Institute for Humane Studies]. We’re aiming to build something akin to a modern-day coffee house of the liberal tradition—a digital gathering place where today’s most innovative liberal thinkers can weigh tradeoffs, think across differences, and apply liberal values to the challenges of today and the future.

The idea is to create a space that is serious but accessible—a home for exploring political, economic, intellectual, and civic freedom as a coherent and evolving tradition. We’re hoping it will serve as both an outlet for the ideas and a public-facing resource for those who care about the future of liberalism in its broad, classical sense.

The post Liberalism.org appeared first on Marginal REVOLUTION.

       

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Why Opening Day is the Best Day of the Year

For some, New Year’s Day is the time to change things around, to make those resolutions that will alter the way you are living your life. It is a time for renewal and rebirth. Out with the old ways, and in with the new. For others, however, there is another changing-of-the-seasons moment around three months later – and it is a far more magical time. 

All sports have their first games of the season, but it is baseball that looks forward to and celebrates its opening day like no other. Young fans eagerly make their first trips to the ballpark, hope springs eternal, and, these days, online sports betting in Washington does a brisk business. Opening day is a day of hope, and arguably the best day of the year.

There are many reasons why Major League Baseball’s opening day holds such an important place in the hearts of the players and fans. In this article, we will take a look at just why opening day is so magical and some of the traditions and ceremonies that everyone looks forward to at this time of year.

A Time for Dreaming

There is a book by Thomas Boswell called Why Time Begins on Opening Day, and that title perfectly sums up the way baseball fans feel about the first games of the new season each year. It doesn’t matter if your team won the World Series in the Fall before, or if it failed to get past 60 wins in the previous season, everyone is at 0-0 on opening day.

Los Angeles Dodgers fans will be eagerly awaiting to see whether their team can continue its journey to legendary dynasty status, while those who root for the Colorado Rockies will be hoping that their team can somehow improve from the nadir of 2025. Whatever happens in the months to come, both those teams will be at the same level on opening day.

Opening day is a time for a kind of hope that doesn’t need to be based on fact. One of the greatest things about being a sports fan, in general, is that no matter how poorly your team has performed in the past, the new season is a time for rebirth and renewal. Those hopes may well disappear as quickly as the New Year’s resolutions were forgotten in January. But, for one magical day, anything can happen.

Back to the Old Routine

It is not just a time for hopeful fans to pretend that their team is able to compete for a pennant or a title. For many, opening day also allows them to get back into a familiar and comfortable routine. With a 162-game season, Major League Baseball fans may not go as regularly to home games as those of other sports, but there are many who try to get to as many games as possible.

Opening day, especially those where your team is playing at home, provides an opportunity for regular fans to catch up with old friends. Those friends sometimes only exist at the ballpark. But they are people who spend a lot of time together and have known the same highs and lows over the years. 

It may be a complete coincidence, but opening day also comes around at a time of the year when the cold winter days come to a close. Sunny, spring days are heralded with opening day baseball and the opportunity to spend more time outdoors.

First Pitch and Ceremonial Rituals

Opening day is a new beginning for everyone, and baseball has a number of rituals and ceremonials that celebrate the new season. These all make the day even more magical, and many teams have their own bespoke traditions that fans look forward to throughout the long and cold offseason.

One of the most notable opening day traditions is the First Pitch Ceremony. Dating back to the early 20th century, when President William Howard Taft threw the first pitch at the Washington Senators’ home opener at National Park in 1910, it is a ceremony that has been repeated by a number of presidents ever since. But even if your team is not lucky enough to have the president do the honors, that first pitch signals the new season like nothing else.

Some teams treat opening day as a city-wide festival, with parades and other activities designed to bring everyone together behind a common cause – the local team. 

Baseball is All About Nostalgia

As we mentioned before, all sports and leagues obviously have their own version of opening day, as the new season comes around every year. But it is the inherent nostalgia in baseball that makes this sport’s opening day so much more special. Baseball is known as “America’s pastime”, and it is a sport that communities gather around and invest a lot of time in. That is why opening day is so special each year.

The NFL, NBA, and NHL have their own traditions and love of statistics, but the love of the game and its history is manifested in a special way by Major League Baseball. Opening day transcends the sport itself, bringing generations together even if they have very little else in common.

From first pitch ceremonies to traditional songs, opening day is a cultural moment that brings all Americans together, with a common cause for hope and a brighter tomorrow.


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Thursday assorted links

1. A fund for alpha through UAP disclosure?

2. High-quality 3-D scans of art objects?  And some Met examples of what has been scanned.

3. AI and econ grants.

4. Will the billionaire wealth tax pass?

5. Redux of my 2024 post on whether drones favor offense or defense, evil nations or good nations.

6. How will strong AI interact with nuclear deterrence?

The post Thursday assorted links appeared first on Marginal REVOLUTION.

       

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Mantis Space emerges from stealth with $10 million for solar-power constellation

SAN FRANCISCO – Mantis Space, a New Mexico startup planning a constellation to supply solar power to spacecraft, emerged from stealth March 12 with $10 million in seed funding. “We are building a constellation of satellites that deliver power directly to solar arrays that exist in the market today and bringing products to market that […]

The post Mantis Space emerges from stealth with $10 million for solar-power constellation appeared first on SpaceNews.

Firefly Alpha returns to flight

Alpha Flight 7 liftoff

Firefly Aerospace’s Alpha rocket successfully returned to flight March 11, launching a technology demonstration mission more than 10 months after the rocket’s previous launch failed.

The post Firefly Alpha returns to flight appeared first on SpaceNews.

The Post-Capacity Era of Satellite Connectivity

Paris, February 2026 — Novaspace’s Capacity Pricing Trends, 8th Edition finds the satellite connectivity market has entered a Post‑Capacity Era, where bandwidth is no longer the basis of differentiation. Starlink’s vertical integration and cost […]

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Enpulsion raises $26 million

Enpulsion thrusters

Enpulsion, an Austrian company that produces satellite electric propulsion systems, has raised its first significant outside funding to increase production and potentially acquire other companies.

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Why investors won’t know what to make of AI for a while

Markets always struggle to price technological revolutions

Another Earth raises $4 million to boost AI training with synthetic satellite data

A Vienna-based startup has raised $4 million to scale a software platform that generates synthetic satellite data for training AI models to detect environmental and operational risks.

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The new wave of industry coming for the LEO frontier

In this episode of the SpaceNews Space Minds podcast, host David Ariosto talks with Jonathan Cirtain, CEO and President of Axiom Space. They discuss the challenges — and wonders — […]

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Astranis taps retired Gen. John Hyten to lead advisory board

Hyten has called for greater use of commercial technology and faster acquisition cycles

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York Space acquires satellite propulsion manufacturer Orbion Space

The Denver-based satellite manufacturer says the acquisition supports its strategy of building an ‘integrated space ecosystem’

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The Elusive Cost Savings of the Prefabricated Home

It’s long been believed the constantly rising costs of new home construction, and lackluster improvements in construction productivity more generally, are fundamentally a problem of production methods. Most houses in the US are still built on-site, using manual labor and hand tools, a manner of construction that doesn’t seem all that different from construction in the 19th century. By contrast, sectors like agriculture and manufacturing have shifted from this type of “craft production,” where work is done primarily by skilled manual labor, to industrialized, factory production, where work is mainly done by high-volume, highly automated machinery. Direct labor — the labor needed to actually physically produce something — makes up only about 10-12% of the cost to manufacture a modern car, while it’s roughly half of the cost of building a new single family home. Extending this line of thinking suggests that if construction could be similarly industrialized — if homes were built in factories and then delivered to their sites, rather than built on-site, by hand — we’d see the sorts of falling costs and rising productivity in construction that we’ve seen in manufacturing and agriculture.

The concept of industrializing homebuilding by bringing the process into the factory began to be articulated almost as soon as the benefits of mass production became apparent. Around the 1920s Alfred P. Sloan, president of General Motors, extolled the virtues of industrialized production, noting that an $800 Chevrolet would cost $5000 if it were made by hand, and suggested that the costs of building a home could be similarly and dramatically reduced using factory methods. In 1928, the German architect Walter Gropius noted that between 1913 and 1926 the price of new cars had halved, while the price of construction had doubled. Gropius later attributed this to the different production methods of car manufacturing and homebuilding, declaring that contemporary building methods were “far behind the times” and “not fit to solve the problem” of building affordable homes:

The greater proportion of hand-work involved in building increased the price in accordance with the increasing labor costs. Refinement of mass production methods, on the other hand, considerably lowered the price of automobiles. A decent dwelling became unattainable for the poor, yet the car became an everyman’s tool.

The potential efficiency gains and cost savings of factory-based construction have been a driver of numerous prefabricated — factory-built — homebuilding efforts. They were behind the Lustron Corporation, which received $37.5 million (over $500 million in 2026 dollars) in government funding to produce an enameled-steel panel home in an enormous former aircraft engine factory following WWII. They fuelled Operation Breakthrough, a 1970s US government initiative to kickstart the industrialized production of housing. They formed the core thesis of Katerra, a construction startup that in 2018 raised over $2 billion in venture capital on promises of driving down the costs of construction with factory methods (disclosure: I formerly managed an engineering team at Katerra).

However, these hopes have yet to bear out, and achieving cost savings with prefabricated construction has proved to be highly elusive in practice. Factory-based building methods have been tried extensively both in the US and abroad, but it’s hard to find examples of prefabricators achieving significant cost savings above more traditional methods. The savings that have occurred are frequently in the realm of 10-20%, a far cry from the huge reductions that followed the industrialization of car manufacturing. Often these cost savings don’t materialize at all, and prefabricators instead emphasize other benefits of factory methods like reduced construction time and increased quality. In cases where major savings do occur — such as with mobile homes — it’s often within somewhat narrow categories of building that have not generalized to the broad construction market.

What should we expect from factory-based homebuilding?

Before we look at the history of cost savings with prefabricated construction, it’s worth articulating what, specifically, we might hope to gain by using factory-based construction methods.

Prior to the age of mass-production, cars were assembled using craft production methods. In “The Machine that Changed the World”, a study of Japanese car manufacturing methods, the authors describe how cars were assembled at Panhard et Levassor, a French machine-tool company which at the end of the 19th century was the world’s leading car manufacturer:

P&L’s workforce was overwhelmingly composed of skilled craftspeople who carefully hand-built cars in small numbers…different contractors, using slightly different gauges, made the parts. They then ran the parts through an oven to harden their surfaces enough to withstand heavy use. However, the parts frequently warped in the oven and needed further machining to regain their original shape.

When these parts eventually arrived at P&L’s final assembly hall, their specifications could best be described as approximate. The job of the skilled fitters in the hall was to take the first two parts and file them down until they fit perfectly. Then they filed the third part until it fit the first two, and so on until the whole vehicle — with its hundreds of parts — was complete…by the time the fitters reached the last part, the total vehicle could differ significantly in dimensions from the car on the next stand that was being built to the same blueprints.

Because P&L couldn’t mass-produce identical cars, it didn’t try. Instead, it concentrated on tailoring each product to the precise desires of individual buyers.

This was a time-consuming and labor intensive process, and cars produced in this manner were expensive: in the early 1900s a new car cost on the order of $2000 to $3000 ($77,000 to $116,000 today).

Henry Ford and his systems of mass production changed all that. By introducing a series of manufacturing improvements — machine-made interchangeable parts, the moving assembly line, special-purpose automated machine tools — Ford was able to dramatically reduce the cost of producing a car. In 1908, Ford’s Model T cost $850, far less than competing cars. And as production methods improved and manufacturing scale increased, the costs fell even further: by 1925, a Model T was selling for just $260, a reduction of more than 80% in inflation-adjusted terms.

Notably, the enormous reductions in cost didn’t come at the expense of quality. An analysis of Buick’s 1911 Model 10, a competitor of the Model T, noted that “[a]nyone comparing a Model T Ford side by side with a Model 10 Buick would be unable to find anything superior on the Buick other than it had more brass trim. The Buick is crudely constructed, in essence years behind a Model T Ford in terms of manufacturing ease and serviceability, performance, and reliability. The Buick Model 10 is slow, heavy, and small.” This increase in quality meant reduced maintenance costs; the Model T cost around $100 a year to maintain at a time when other cars cost $1500.

Since automobiles transitioned from craft to industrialized production, the cost of cars has continued to fall in inflation-adjusted terms. And we see this pattern more broadly with manufactured goods: they tend to get cheaper over time. If we look at categories of manufactured goods in the consumer price index over the last several decades, nearly all of them have fallen in price in real terms.

Notably, this shift to industrialized production isn’t dependent on the success of a single firm. Ford’s share of automobile sales peaked at around 60% of the US car market in the early 1920s, but by the 1930s it had fallen behind General Motors and Dodge, and by the middle of WWII the company “was on the brink of collapse,” to the point where the government considered taking it over. But even if Ford had gone out of business, the industry wouldn’t have shifted back to craft-methods of production. Similarly, a dramatic decline in the overall car market — car sales declined by about 75% during the Great Depression, and by nearly 50% following the global financial crisis — didn’t cause a shift back towards craft methods of production. Once industrialized production arrives, is benefits ensures that it sticks around even in the face of market downturns.

The promise of factory-based construction then, is that the new methods that are so superior, and result in such great decreases in cost while offering equal or even superior quality, that going back to the old methods is unthinkable, even in the face of major firm failures or market declines. People will often articulate other benefits of prefabricated construction, and these benefits are often real and valuable, but it’s the promise of durably improved efficiency and reduced cost that has continuously inspired enthusiasm for the concept.

A brief history of prefabricated homebuilding

The history of prefabricated construction dates back hundreds of years. In 1624, English colonists brought a prefabricated panelized house with them when they arrived at Cape Ann, Massachusetts which was disassembled and reassembled several times.

During the California Gold Rush of 1848, thousands of prefab homes were exported to California from the eastern US as well as England, France, Germany, and even China: by 1850, 5000 homes had been ordered and shipped to California from the New York area alone. In 1861, the lumber dealers Skillings & Flint patented a “portable house” made of panelized wood construction which could be erected in three hours, many of which they sold to the Union Army during the Civil War. In 1892, Ernest Hodgson began to sell prefabricated cottages made from wood panels, which the company continued to sell in one form or another until the 1970s.1

But it was really in the 1930s when the idea of prefabrication as a strategy for reducing the costs of building a home began to emerge. The ongoing Depression, and the high costs of housing, had put homes out of reach for many Americans. The success of mass production, or “Fordism,” in driving down the costs of cars inspired many entrepreneurs to try a similar strategy with homebuilding. An article in the Brooklyn Daily Eagle from 1935 noted that “mass production of prefabricated housing promises to revolutionize homemaking for the average family.” One early example was the Motohome, which debuted that same year as the “prefabricated house that comes complete with food in the kitchen.” Promotional material for the Motohome noted that other goods had become cheap thanks to mass production, and it was only logical to apply such methods to homebuilding:

THE greatest social and economic problem that has grown out of the depression has been the necessity of reducing the cost of homes to a price that is not out of balance with the price you pay for other necessities of life. Home building for years has remained on an antiquated basis. That is why the cost of homes has been going steadily higher and higher in relation to the cost of other things that have been lowered through the aid of mass production. It is obvious that by manufacturing homes on a mass-production basis, the cost can be brought down to a point where you may again afford to own your home and give your children their chance in life.

The Motohome was not particularly successful, selling only 150 units, and subsequent home designs from its manufacturer American Houses reduced the extent of prefabrication to “precutting [material] and partial preassembly of panels.”

But other prefab companies found more success. In 1934, Foster Gunnison, a salesman of lighting fixtures, founded “Gunnison Magic Homes” (later shortened to Gunnison Homes), which aimed to “bring the full benefits of mass production technology to a backwards industry.” Gunnison hired manufacturing experts from car manufacturing, and developed a system of panelized construction using stressed-skin plywood construction (where the plywood exterior carries the weight of the structure, rather than wood studs) first developed by the US Forest Products Laboratories. Gunnison aimed to make his company “the General Motors of the homebuilding field,” and by 1944 Gunnison Homes’ factories were producing 600 houses a month. And in 1940, brothers George and James Price founded National Homes, producing prefabricated wood panel homes in their factory in Lafayette, Indiana. Within two years, National Homes had produced over 3600 homes. Overall, between 1935 and 1940 prefabricators produced an estimated 10,000 homes in the US.

Prefabricated construction gained further traction during WWII, when it was widely used to rapidly build homes for war workers moving into defense production areas. The 1942 Lanham Act authorized five manufacturers to produce 70,000 prefab homes for $153 million, and by 1943 there were at least 20 firms which had each manufactured more than 1000 houses, and several firms which were producing several hundred prefab homes a month. By the end of the war an estimated 200,000 prefabricated homes were built, roughly 12.5% of the 1.6 million homes built in America during the war.

A few of the many prefabricated homebuilders operating during WWII, via Architectural Forum.

Following the war, US housing expediter Wilson Wyatt planned to use prefabrication to rapidly build large numbers of homes to address an “acute housing shortage”: 250,000 prefab houses were planned for 1946, and 600,000 for 1947. This didn’t come to pass — Wyatt resigned after less than a year, and the actual number of prefabs built in 1947 was around 25-35,000. But by the 1950s prefab construction was nevertheless beginning to carve out a meaningful, and increasing, fraction of the US housing market. In 1954 prefabs were around 5-8% of total single family home construction; by 1959 that fraction had risen to 6-12%.

Many of these prefab homes were mobile homes: permanently occupied travel trailers. But prefabricated construction of conventional homes was also becoming more popular. National Homes, in particular, became a force to be reckoned with in the prefab industry. In 1953 National Homes produced just over 14,000 homes, roughly 2% of all US houses built. In 1959, the company merged with seven other prefabricators, giving it a network of nine plants across the US (some of which it was eventually forced to divest thanks to an anti-trust lawsuit). In 1956 the company had produced its 100,000th home; by 1960, it had hit 200,000, and by 1963 a quarter of a million. Founder James Price had the audacious goal of being responsible for 50% of ALL US housing starts by 1975.

Wall panel being made at National Homes’ factory, circa 1959.

During the 1960s mobile homes, today known as manufactured homes, also began to rapidly gain in popularity. Mobile home sales rose from 90,000 in 1960 to nearly 600,000 in 1972, at which point there were mobile home factories in 45 states. By 1974, Skyline, the largest mobile home manufacturer in the US, was producing 50,000 homes a year, more than any other homebuilder, and the Mobile Home Manufacturer’s Association had become the world’s largest land developer as part of its efforts to build new mobile home parks. By the early 1970s, mobile homes along with other types of prefabricated, factory-built construction made up on the order of half (and possibly more) of all single family home construction.

But the early 1970s proved to be the peak of factory-built housing in the US. During the 1970s, many prefab firms went out of business or otherwise struggled. In 1972 the largest prefab factory in the US, owned by Behring Corporation, closed. Gunnison Homes, which had been purchased by US Steel in 1944, stopped producing homes in 1974. EL Hogdson similarly went out of business in the 1970s. National Homes entered a period of decline, losing $10 million in 1973 and $20 million in 1974, though the company managed to remain in business until the 1980s. Operation Breakthrough, a major government effort to kickstart large-scale production of factory-built housing, failed; despite $72 million in investment (plus millions more in Section 236 financing), 20 of the 22 building systems funded by Breakthrough were no longer being produced by the 1980s. Between 1973 and 1976 the number of mobile home factories in the US declined by nearly 40%, and the number of wood panel home factories declined by nearly 60%.

Since the 1970s, prefab has continued to gradually lose ground in the US housing market. Cardinal Industries, which was the largest prefab homebuilder in the US following the demise of National Homes, declared bankruptcy in 1989. By 1990, mobile homes (which had since been confusingly renamed “manufactured homes”) and other prefabs together were down to around 20% of the US single family home market, and almost certainly a much smaller share of the multifamily apartment market. Manufactured homes saw an uptick in popularity through the 1990s, buoyed by lax lending standards, but sales collapsed in the early 2000s as lending standards tightened and repossessed homes flooded the market. Other types of prefabricated homes declined significantly following the 2008 Global Financial Crisis.2

In the 2010s, there was a raft of US startups which spent enormous amounts of money to try and bring factory-based methods to homebuilding. In addition to Katerra ($2 billion), there was Veev ($475 million), Blu Homes ($217 million), Mighty Buildings ($100 million), Entekra ($75 million), and others. These companies all went out of business or otherwise failed (Mighty Buildings, for instance, pivoted to selling exterior cladding systems).

Today, prefabricated construction remains a small fraction of overall homebuilding in the US. For single family homes it’s around 10%, most of which are manufactured homes. For multifamily apartments, it’s roughly 3%.

Thus the lack of a robust prefab housing construction industry in the US is not for lack of trying. Many firms have taken swings at being the “Henry Ford” of housing: often these firms have been backed by very substantial investments, and many of them have produced thousands of homes. But none of them have catalyzed a transformation of the American homebuilding industry the way that Ford did for the car industry.

Prefab outside the US

Prefabricated home construction has a similarly long history of use outside the US. In the UK, following WWII the government funded the construction of over 150,000 prefabricated homes as part of its “Emergency Factory Made” housing program. The most notable of these was the AIROH house, which was designed to make use of now-surplus aircraft manufacturing plants and the 100,000 tons of scrap aluminum that no longer needed to be turned into airplanes. Over 54,000 aluminum-framed AIROH houses were produced during the program, each one using two tons of scrap aluminum.

AIROH home under construction, via Google.

More recently, the UK government has poured enormous amounts of investment to encourage the adoption of prefabricated construction (what they refer to as “Modern Methods of Construction” or MMC). As in the US, this effort has been marked by numerous high-profile failures and bankruptcies. Tophat, a modular builder formed in 2016, secured over £160 million (~$215 million) in funding, then operated at a loss between 2020 and 2023 before declaring bankruptcy. Legal & General, a financial services company, formed a prefab homebuilding division in 2016; by the time it closed in 2023, it had lost £236 million (~$316 million). Ilke Homes, a modular homebuilder founded in 2017, closed in 2023 owning £320 million (~$429 million) in debt. Today, prefab construction remains a small fraction of the UK’s homebuilding industry, around 5-10%.

In Germany, prefab construction has had more success. Millions of precast concrete apartments were built in East Germany during the Cold War, and since the 1990s prefabricated construction (much of it using wood-panel construction) has gradually become more popular. From less than 10% of new housing units in 1990, prefab today accounts for more than 25% of new German homes.

Japan has similarly built large numbers of prefabricated homes. Prefabricated construction began to gain popularity in the 1960s, and by the 1970s Japan was producing over 100,000 prefabricated homes annually. Since the 1960s more than 10 million prefab homes have been built in Japan, and prefab makes up roughly 15% of the Japanese housing market.

But the country that has adopted prefabrication more than any other country is Sweden. Roughly 85% of single family homes, and 30-40% of multifamily apartments in Sweden are prefabricated.

It’s clear, then, that factory-based construction methods have been tried extensively, both in the US and around the world. It’s also equally clear that, in general, these methods have not displaced conventional construction. Outside of a few Scandinavian countries, prefabrication does not appear to be the primary method of homebuilding used in any major country.

Prefab’s record of cost savings

One major reason for the relative lack of success of prefab construction is cost. Unlike car manufacturing, where industrialized methods rapidly and dramatically reduced the cost to manufacture a car, the cost savings yielded by prefabricated construction have historically been much more modest, if indeed they’ve occurred at all.

The chart below shows the price per square foot of prefabricated homes built by different US manufacturers in the 1950s. It also includes the price per square foot of a typical conventionally-built US home in the 1950s.

And this chart shows the price per square foot of several prefabricated homes (not including land) circa 1947.

We can see that most prefabricated homes cost roughly as much, or more, than conventional construction. Only six of the 22 1950s homes have a lower square-foot cost than conventional construction, and none of the 1947 homes are.3 And the lower costs that do exist are somewhat modest, ranging from 5-20%. What’s more, some of this cost savings comes from prefabricated homes having fewer features, rather than any sort of factory-based productivity improvement. National Homes’ 1953 catalog, for instance, notes that to keep prices low, “certain minor features come to you unfinished.” The National Homes low-cost “Cadet” model didn’t include interior paint, had a concrete or plywood floor in lieu of things like carpet or tile, had no closet doors, and had no attic or garage (though a carport could be added for an extra fee).

Gunnison Homes claimed that their construction costs were “as much as one-fifth less” than conventional construction. Via House and Home 1953.

Skipping ahead to the late 1960s and 1970s, we see a similar pattern. The 1969 report “Building the American City” from the presidentially-appointed Douglas Commission included a section on factory-based construction methods. It estimated the potential savings of a fully factory-built house as being around 16.5% when compared to conventional construction. Likewise, the 1975 publication “Good Shelter: A Guide to Mobile, Modular, and Prefabricated Houses” notes that in 1972 the average prefab home cost on average $9 to $12 per square foot. This is a substantial savings of 33-50% compared to the average cost of conventional home construction (around $18 per square foot that year), but it’s likely an outlier; the same publication gives prices of $18 to $20 per square foot for 1974, only slightly less than the average conventional cost of around $21 per square foot that year. A 1977 issue of the homebuilder publication “House and Home” gives a typical prefab house cost of $15 to $17 per square foot, plus the cost of shipping. This is substantially less than the typical conventional construction cost that year (around $29 per square foot), but that’s the cost the builder pays the factory, and doesn’t include any of the necessary site work (foundations, utilities), the cost to install or finish the home, or the builder’s profit margin. Once these are added in, the cost advantage becomes more marginal: the article notes that that price allows the builder to be competitive with conventional building methods, and offer some modest cost savings (which trades off against the reduced flexibility of prefab construction).4 It states that builders choose prefab to “get houses up quickly, or to sell in remote areas where assembling crews for conventional building would be difficult, or to control costs more accurately,” not for any major cost savings.

Operation Breakthrough, an ambitious government program to industrialize US homebuilding, provides another example of limited cost savings of prefabricated construction. Breakthrough began in 1969, and funded the development and construction of 22 housing systems (out of several hundred applicants) in the hopes that some of them would eventually achieve true mass production. Several thousand Breakthrough housing units were constructed at demonstration sites around the country, and HUD financed the construction of tens of thousands more under its Section 236 program for low-income housing.

As part of the program, the housing system producers estimated the cost of the systems they were developing. Only 5 of the 22 systems estimated their costs would be less than conventional construction, and once again these estimated savings were modest, on the order of 5 to 20%. And it seems unlikely that in practice these savings were achieved: the government paid tens of millions of dollars to the demonstration site developers to cover the excess costs of the housing systems beyond their market value, and by the 1980s 20 of the 22 housing systems (including every “low cost” system) were no longer in production.

By the 1980s, US prefab homebuilders had largely given up trying to compete by offering low-cost homes, a segment which was increasingly dominated by mobile homes. From a 1981 article in House and Home:

Ten years ago, [factory-built housing’s] banner had been “affordability,” and it had cultivated the image of an industry about to spark a revolution that would stand the conventional housing industry — slogging along with supposedly antiquated building methods — on its ear.

That revolution never came…

The sentiments expressed by John Baxter, manager of operations for Boise Cascade, are typical of how the industry sees itself now. “Modular housing is not going to be the answer for affordable housing in the next ten years,” says Baxter. [National Association of Home Manufacturers’ John] Kupferer agrees, and gladly passes the affordability banner on: “Mobile homes really have the answer when it comes to affordable housing.” And instead of that revolution, Kupferer sees modular’s share of the housing market growing via evolution.

The thrust of this evolution, says Kupferer, is that “dollar for dollar, you get much more value in a manufactured house.” There will be no more trying to stress a lower cost-per-square-foot than conventional builders: “We never say we can beat the other guy’s price. We don’t want to be known as the cheaper house.” (house and home march 1981).

The trends of prefabricated construction offering modest, if any, cost savings continued into the 1990s. A 1991 article on Utah prefab homebuilder Valgardson Housing System gives its costs per square foot as around $44, around a 19% savings compared to average conventional construction costs that year (deseret news, census). A 1998 HUD/NAHB study comparing conventional and factory-built homes found that a factory-built house would cost around 15% less than an equivalent conventional, site-built house.

This state of affairs continues today. Successful prefab homebuilders in the US rarely tout their cost savings, and instead emphasize benefits like faster build time or higher quality. High-end prefab homebuilder Bensonwood states on their website that “[a]pples to apples, we build a more consistent, higher quality product for less money than can be built with conventional construction methods. We are not, however, price-competitive with stick-built homes built to code-minimum levels.“ Vaughan Buckley, the CEO of modular multifamily builder Volumetric Building Companies, noted that cost savings of prefab was on the order of 5 to 10%, and that “It’s not a huge swing in cost that our clients typically seek modular for. It’s the reduction in schedule.” The founder of prefab design firm CleverHomes stated that “while there can be some savings with modular prefab construction, the more substantive benefits are the predictability of budget and process, the quality control, the speed of construction.” Derrick Seitz of construction management firm Windover construction stated that “[o]ne thing we always make clear at the forefront with clients considering modular is that the construction costs are the same as conventional methods.”

Outside of the US, we see the same thing. Sweden, as we’ve noted, has adopted prefabricated construction more than almost any other country; 85% of single family homes, and 40-45% of multifamily apartments in Sweden are prefabricated. But this hasn’t yielded low housing costs. Per Statistics Sweden, in 2023 the average price per square foot for a new single family home in Sweden was more than 70% higher than the average price in the US. And over the last 25 years construction costs and housing prices in Sweden have risen roughly as fast as they have in the US and above the level of overall inflation, rather than less than inflation like other manufactured goods.

In a New York Times article about Swedish prefabrication, Stefan Lindbäck, an executive at Swedish multifamily prefab company Lindbäcks admits that their construction costs aren’t lower than conventional builders, but suggests that they make up for it in other ways:

Building quality homes, whether on-site or off-site, will never be cheap. You don’t want to scrimp on materials or labor, and the savings of factory-built homes might not be obvious at the start, Lindbäck told our group. A conventional builder might bid lower than Lindbäcks, but then there are the costs of supervising the construction on-site and paying for delays in interest charges. And conventional builders profit from changes late in the process.

With factory-built houses, modifications are minimized because customers generally select from a standardized framework and changes are allowed only up to a certain point. The factory builder’s advantage is quality control and speed. Real profit, long-term profit, comes from streamlining the building system for predictable outcomes and fast delivery.

Similarly, Germany’s prefab home portal Fertighaus.de notes that “which construction method is cheaper, prefabricated house or solid house [on-site concrete or masonry construction], then the answer for an equivalent design is: None.” German homebuilding platform Massivehaus.de asks: “Is a prefabricated house cheaper than a solid house? In short: no. Prefabricated house prices as well as those of solid houses exist in a wide variety of levels, and none of the construction methods can be assessed as cheaper or more expensive today.”

German prefab homebuilder HUF HAUS likewise lists the advantages of choosing prefab construction, but these advantages do not include “lower price;” instead they are things like short construction time, energy efficiency, and a guaranteed fixed price.

In the UK, the CEO of prefab builder Vision Modular noted in 2023 that what drove demand for factory-built construction methods was “certainty of cost, of programme and of quality”, as well as sustainability and ESG requirements — not any cost savings. The numerous failures of various UK factory-built housing producers likewise suggests an inability to achieve any sort of major (if any) reduction in building costs. When the Swan Housing Association closed its factory in 2022 after five years of operation, it noted that “it is simply not financially sustainable to continue to build homes using modular construction, with Swan’s factory having been running at a loss.”

In Japan, the trajectory of prefabricated construction mirrors that of the US: an initial focus on using factory methods to achieve low costs, followed by a pivot to focusing on higher quality when that strategy failed. A 2003 study of Japanese prefabricated construction noted that:

During the 1960s and 1970s, Japanese housing manufacturers focused solely on the ‘mass production’ of their products, resulting in a supply of virtually identical, rather monotonous houses. Due to the ‘inferior’ image associated with the low-quality appearance of these houses, the public immediately rejected them. Since then, manufacturers have placed greater emphasis on improving industrialized housing quality…

The same paper notes that as of 2000 per-square foot costs of prefabricated construction in Japan were on average 8% higher than site-built construction. Likewise, the Japanese homebuilding platform japanese-architects.com notes that the least expensive method of building a new home is typically local, on-site builders, rather than prefabricated construction.

Toyota is an illustrative Japanese case. In the 1970s, in an attempt to apply its manufacturing expertise to other industries, Toyota formed a prefabricated homebuilding division, Toyota Home, which still exists today. But while Toyota’s manufacturing expertise, and its low-cost, high-quality cars, allowed it to become the largest automaker in the world, it hasn’t had the same success in homebuilding. Toyota Home has consistently been a minor homebuilder in Japan, and like other prefabricators it seems more focused on delivering high quality than on achieving low price (unlike with car manufacturing, where it successfully achieved both). In 2008 Toyota’s home prices ranged from $200 to $300 per square foot, far more than average prices in the US that year (around $90 per square foot per the US Census).

When there is cost savings, it’s often because a prefabricator can locate their operation in a place with low-cost labor, and ship it to a place with high-cost labor. Modular manufacturer Autovol is able to manufacture modules in their Utah factory (where labor costs are low), and ship them to California (where on-site labor costs would be high). Stack Modular uses a similar business model, manufacturing modules in China and shipping them to the western US and Canada. But this requires a substantial labor price differential, and the high costs of transporting large, bulky prefabricated building components means that there’s a limited number of places where this strategy works.

Location of Autovol’s prefab building projects. High-cost California cities dominate. Via Autovol.

Thus wherever and whenever we look, we generally see the same story: factory-based homebuilding yielding at best relatively modest cost savings, and often no savings whatsoever. This is what we see in the US historically, it’s what we see in the US today, and it’s what we see in countries around the world.

Manufactured homes and cost savings

The biggest counterexample to this general trend that I’m aware of is manufactured homes, formerly known as mobile homes. Mobile homes were originally camping trailers, but over time have evolved to more closely resemble conventional homes, and today’s manufactured homes can be hard to distinguish from site-built homes at first glance. Unlike other types of housing in the US (including other types of prefabricated housing), manufactured homes don’t conform to local building code requirements, but instead follow a federal code authored and administered by HUD.

Modern manufactured home, from Clayton Homes.

Unlike other types of prefabricated construction, manufactured homes have consistently been substantially cheaper than conventional construction. The cost of a “single-wide” – a manufactured home that comes in a single unit — has generally been 55-65% less per square foot than the cost of a conventional home. “Double wides” — larger manufactured homes that consist of two units stitched together — are somewhat more expensive, but still dramatically less than conventional single family homes.

Do manufactured homes show that factory-based construction can, in fact, yield substantial cost savings?

One challenge when comparing the costs of manufactured homes and conventional homes is properly adjusting for differences in quality. Historically, manufactured or mobile homes were of lower quality than conventionally built homes, both in their performance characteristics and the level of interior finish. Prior to the introduction of the HUD code in the 1970s, for instance, mobile homes were sometimes known as “ten second trailers” because of how quickly fire would spread in them. Ralph Nader’s Center for Auto Safety published a book in 1975 called “Mobile Homes: the Low Cost Housing Hoax,” documenting various deficiencies of mobile homes, such as leaky pipes, bowing walls, and faulty wiring and HVAC systems.

The quality of modern manufactured homes is far higher than it was historically, but there are still performance and finish differences in manufactured homes as compared to conventional homes. For instance, manufactured homes will often use vinyl-on-gypsum (VOG) panels with visible seams for the interior, rather than higher-quality (but more expensive) drywall, and manufactured home energy efficiency requirements are far less than conventional home construction.

Determining the extent to which factory efficiencies are behind manufactured homes low costs requires adjusting for these sorts of performance and interior finish differences, and comparing a manufactured home to a similarly-specced conventional home. This sort of comparison was done in a 2023 study by the Joint Center for Housing Studies at Harvard. The study compares the costs of a single-wide, double-wide, and conventional house which each have similar numbers of bedrooms and bathrooms, interior and exterior finishes, appliances, and HVAC systems. The study also included the costs of a CrossMod, a relatively new category of manufactured home designed to be similar enough to conventional site-built homes that it is eligible for Fannie Mae financing. CrossMods have permanent foundations, more stringent energy efficiency requirements, higher quality interior and finishes, and features like porches or garages.

Per the study, single-section manufactured homes ranged from 35-47% of the cost of a conventional home, depending on the region of the country where they were built. Double-sections ranged from 60-64%, and CrossMods, which are the most similar to a conventional home, ranged from 73-80%.

However, even this comparison does not fully account for quality differences between manufactured homes and conventional, site-built homes. The adjustments made in this study do not include any differences in code requirements, which include things like higher energy efficiency. Even the more stringent energy efficiency standards of the CrossMod are lower than conventionally-built home requirements, and the requirements for single and double-wides are lower still.5 The study also does not include any differences for things like wind speed design, which in many areas will be substantially higher for conventional construction. But these differences, while real, are likely relatively minor in terms of added cost, and are probably only responsible for a fraction of the cost differences between manufactured homes and conventional construction.

Another important factor when analyzing the cost of manufactured homes is how those costs have changed over time. We noted earlier that most manufactured goods typically rise in price less than overall inflation over time. However, this is not true with manufactured homes, which rise in price at roughly the level of overall inflation.6

So despite being factory-produced, manufactured homes do not see the same sort of cost trajectories as other manufactured goods — their cost trends look much more similar to those of conventional construction.

Overall, manufactured homes show that factory-based construction can, in certain cases, yield substantial savings over conventional construction. Even taking into account quality differences, a single-wide manufactured home is probably on the order of 40-50% cheaper than an equivalent site-built home. But manufactured homes also show us the limit to these sorts of factory savings. The greatest savings in manufactured homes are achieved with single-wide construction, when the entire house can be delivered as a complete, single unit, minimizing on-site work and eliminating any difficulties from breaking a home into multiple parts. But this is only feasible for homes small enough to be shipped in one piece. As you move away from this to larger and more complex homes, the cost savings of manufactured homes get eaten away: double section homes have less cost savings than single-wides, and with CrossMods — the homes that are most similar in features and performance to conventional construction — we approach the 15-20% “best-case” savings that we see with other forms of prefabricated homebuilding. And the fact that the cost trajectory of manufactured homes looks more like conventional construction than it does for other manufactured goods suggests that even with manufactured homes, factory-based construction hasn’t been an unlock for sustained productivity improvements.

Conclusion

The history of prefabricated construction is remarkably consistent. Cost savings of moving to factory-based production for homebuilding have consistently been much less (5-20%) than many practitioners hoped for, given the enormous reductions in cost that were achieved for things like car manufacturing. Often savings fail to materialize at all. Exceptions to this do exist, in the form of things like manufactured homes, but they serve as much as an illustration of the limits of factory-based homebuilding as they do its potential. Though many have tried to claim the mantle of “the Henry Ford of housing,” none have yet matched Ford’s achievements of transforming a craft-based industry into an industrialized one, driving down prices in the process.

This doesn’t mean that industrialization of homebuilding, or of construction more broadly, is a doomed enterprise. But they do show that it’s an enormously complex problem. The long history of prefabricated construction shows that we can’t merely move the construction process into a factory and expect enormous productivity improvements and massive reductions in cost. The problem must be tackled at a lower level of abstraction — understanding, what, specifically, is changing when a process moves from craft to factory production, how those changes result in productivity improvements and decreases in cost, and figuring out how we might apply those sorts of changes to the construction process.

1

One source claims that Hodgson sold 100,000 homes by 1942, but this seems like it must be an overestimate.

2

Mobile homes may have also declined following the GFC due to lower interest rates.

3

And its possible that costs are even higher than listed here, as for many of these houses its unclear if the price includes the lot. I’ve assumed that it does to be conservative, but if it didn’t, and only included construction costs, things would look even worse for prefab.

4

The article notes that that price allows prefab builders to “compete quite handsomely with the small stick builder, even allowing a price cushion for the relative inflexibility in design and plan.”

5

CrossMods can meet energy efficiency requirements by conforming to the 2009 International Energy Conservation Code (IECC), but most states have adopted newer and more stringent versions of the IECC. Regular manufactured homes are even less energy efficient than CrossMods.

6

We see similar trends in other areas of factory-based construction outside of homebuilding. The least expensive way to build a parking garage, for instance, is using precast concrete (concrete components which are cast in a factory and then delivered to the jobsite and lifted by crane into place). But the cost-per-parking space of a precast parking garage has risen roughly at the level of overall inflation.

Citizen historians, preserving records before they are censored (shades of 1984)

 Citizen historians are documenting history as displayed e.g. in signs at national museums and monuments, as those are censored, so that the censorship will be known, and the past will be remembered.

The Washington Post has the story:

A professor challenged the Smithsonian. Security shut the gallery. As President Donald Trump seeks to reshape its museums and other cultural institutions, wall text has become a battleground and documentation a form of resistance.  By Kelsey Ables

"On a Monday afternoon this winter, 64-year-old historian James Millward climbed the steps of the Smithsonian National Portrait Gallery with a “little stack of handouts, like a good professor,” and no sense of the drama that was about to unfold.

He had heard that when the museum swapped out the president’s portrait in January, it also removed a placard mentioning Donald Trump’s impeachments and the Jan. 6 insurrection. For Millward, a scholar of Chinese history, well-versed in the censorial methods of that country’s Communist Party, the development stirred a familiar feeling: unease at seeing “history being snipped and clipped and disappeared.” 

...

"Stationed next to the freshly mounted portrait, which shows the president scowling over his desk, Millward offered printouts of the old wall text to interested visitors. They stated plainly that Trump was “impeached twice, on charges of abuse of power and incitement of insurrection.”

Millward called it “guerrilla teaching.” He was at the Portrait Gallery as an educator but also as co-founder of Citizen Historians for the Smithsonian, a group that last year spent thousands of hours documenting every corner of the Smithsonian, to track any changes made as Trump administration officials assert control over the content of the museums. “I think it’s really important,” he says, “to show that the people are noticing.” 

...

"Within minutes, Millward estimates, a group of eight to 10 guards had gathered in the gallery. They were wearing different uniforms, he says, some with handcuffs and guns. Soon, they cleared the room of visitors and closed off the exhibition. 

... 

" Richard Meyer, an art history professor at Stanford University who has studied censorship, says the work of groups such as Citizen Historians could prove critical.

Censorship is not just one moment,” he says. “It’s not just some external authority coming and saying, ‘This is going to be removed.’”

Documentation is a way to fight back. Because, he says, “the worst kind of censorship is the censorship we never know has happened.

Why is the USDA Involved in Housing?!

In yesterday’s post, The 21st Century ROAD to Housing Act, I wrote that Trump’s Executive Order “cuts off institutional home investors from FHA insurance, VA guarantees and USDA backing…”. The USDA is of course the United States Department of Agriculture. In the comments, Hazel Meade writes:

USDA? Wait, what????
Why is the USDA in any way involved in housing financing?
Are we humanly capable of organizing anything in a rational way?

It’s a good question. The answer is a great illustration of the March of Dimes syndrome. The USDA got involved with housing in the late 1940s with the Farmers Home Administration. The original rationale was to support farmers, farm workers and agricultural communities with housing assistance on the theory that housing was needed for farming and the purpose of the USDA was to improve farming. Not great economic reasoning but I’ll let it pass.

Well U.S. farm productivity roughly tripled between 1948 and the 1990s as family farms became technologically sophisticated big businesses. So was the program ended? Of course not. Over time the program subtly shifted from farmers to “rural communities”–the shift happened over decades although it was officially recognized in 1994 when the Farmers Home Administration was renamed the Rural Housing Service. Today rural essentially means low population density which no longer has any strong connection to agriculture.

So that’s the story of how the US Department of Agriculture came to run a roughly $10 billion annual housing program for non-farmers in non-agricultural communities. And how does it do this? By supporting no-money-down direct lending and a 90 percent guarantee to approved private lenders. Lovely.

It’s a small program in the national totals, but an amusing example of the US government robbing Peter to pay Paul and then forgetting why Paul needed the money in the first place.

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What is electronic music?

Photo of a person painting waveforms on clear film with a brush and ink beside audio equipment.

These days, synthesised sound is easy to access – but early electronic music pioneers had to get hands on to produce it

- by Aeon Video

Watch on Aeon

Reversing extinction

A passenger pigeon egg against a gradient background with a handwritten label in French detailing its origin.

Technologies of preserving and reviving organisms are already redefining the meaning of life, death, and extinction itself

- by Sadiah Qureshi

Read on Aeon

The alternate book universe that is South Africa

One of the things I like best about South Africa is how quickly one enters another and very different intellectual world.  Walk into a good used book shop, such as Clarke’s in Cape Town, and you find a slew of quality history books and biographies you otherwise would not have heard of.  Buy them and read them and be transported.  So many of them exist apart from the usual dialogues.  For instance, I recently bought Digging Deep – A History of Mining in South Africa by Jade Davenport.  It looks very good.  Furthermore, you cannot tell how good the books are until you pick them up and read through a bit, as most of the usual cues of cover, author and author’s affiliation, publisher and so on are absent.  Or at least unknown to me.  I had not known by the way that finance economist Emanuel Dirman comes from South Africa and wrote a personal memoir.  So many books here contain surprises once you open them.

Nowhere else is a used book store more interesting, at least from an English-language perspective.

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On the future of war

Murphy: What do you think we need to do to avoid major conflict over the next 25 years? Or do you think it can be avoided?

Cowen: I just think there’ll be more festering conflicts. Consider the difference between World War One and World War Two. World War two is very decisively settled. That’s quite rare in history. And you had a clear, small number of victors that largely agreed. And US & UK set things up. That didn’t happen after World War One.

Yeah, there was a League of Nations that didn’t work. It collapsed again. Future conflicts will be more like World War One than World War Two. Yeah, there’s too many nuclear weapons out there, for one thing. Are we really going to decisively defeat Russia in anything, ever? Who knows? But I wouldn’t count on it.

I’m very struck by this recent conflict between Thailand and Cambodia, which is a nothing burger, but I think people are making a mistake by ignoring it. What it’s showing us is that two countries can find it worthwhile to conduct a nothing burger war every now and then a few weeks, and it’s never really over.

It never really escalates. It just goes on and I think we’ll just see more of that. East Africa feels quite dangerous at the moment.

Murphy: I mean, Azerbaijan.

Cowen: Things like that. And they’ll just multiply and not quite. You know, some of them will be settled. But as a whole, they won’t be settled, and they won’t give birth to, like, the new UN, the new Bretton Woods, the new whatever. The A’s will build their own institutions. Let’s wish them luck.

That was recorded several months ago with Nebular, here are the links:

We’ve just published the video on YouTubeXSpotify, and Apple Podcasts. We also published some extended show notes and the transcript on Substack.

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Dust Outbreak Reaches Europe

March 1–9, 2026

Winter winds lofted clouds of dust from the Sahara Desert, carrying it north toward the Mediterranean and dispersing it widely across Europe in March 2026. When the dust combined with moisture-laden weather systems, a dirty rain fell in parts of Spain, France, and the United Kingdom.

This animation highlights the concentration and movement of dust throughout the region from March 1 to March 9. It depicts dust column mass density—a measure of the amount of dust contained in a column of air—produced with a version of the GEOS (Goddard Earth Observing System) model. The model integrates satellite data with mathematical equations that represent physical processes in the atmosphere.

The animation shows dust plumes originating in northwestern Africa being blown both to the west across the Atlantic Ocean and north toward the Mediterranean. As plumes spread throughout Western Europe over several days, people observed hazy skies from southern England, where sunrises and sunsets took on an eerie glow, to the Alps in Switzerland and Italy, where a dust layer encroached on the Matterhorn.

Not all of the dust remained aloft. Storms encountered some of the dust, causing particles to fall to the ground with rain and coat surfaces with a brownish residue. A low-pressure system, named Storm Regina by Portugal’s weather service, moved across the Iberian Peninsula and brought so-called blood rain to southern and eastern Spain, along with parts of France and the southern UK in early March, according to news reports.

Over the Mediterranean, areas of “dusty cirrus” clouds developed higher in the atmosphere, where dust particles can act as condensation nuclei for ice crystals, according to MeteoSwiss, Switzerland’s Federal Office for Meteorology and Climatology. Scientists are studying these clouds to better understand their formation and how they affect weather, climate, and even solar power generation.

In a new analysis, researchers used NASA’s MERRA-2 (Modern-Era Retrospective Analysis for Research and Applications, Version 2), observations from MODIS (Moderate Resolution Imaging Spectroradiometer), and other satellite products to parse the effect of airborne Saharan dust on solar power in Hungary. They found that photovoltaic performance dropped to 46 percent on high-dust days, compared with 75 percent or more on low-dust days. They determined the greatest losses occurred because dust enhanced the presence and reflectance of cirrus clouds and reduced the amount of radiation that reached solar panels.

Some research suggests more frequent and intense wintertime dust events have affected Europe in recent years. Researchers have proposed several factors contributing to these outbreaks, including drier-than-normal conditions in northwestern Africa and weather patterns more often driving winds north from the Sahara.

NASA Earth Observatory animation by Lauren Dauphin, using GEOS-FP data from the Global Modeling and Assimilation Office at NASA GSFC. Story by Lindsey Doermann.

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