Moral Economics reviewed in American Journal of Transplantation

 I wonder if this is the first time an economics book has been reviewed in the American Journal of Transplantation.

Poetic justice: A review of moral economics by Alvin E. Roth
Michael A. Rees

 "Alvin E. Roth describes poetic justice as the Virginia state flag flying at half-mast in 2020 in honor of Bernie Cohen, who argued the US Supreme Court case Loving v. Virginia that made interracial marriage legal. Turns out Mildred and Richard Loving were convicted of interracial marriage in 1967, arrested by police at 2 AM at home in their bed, and sentenced to 1 year in prison but suspended on the condition that they leave Virginia for 25 years. Reading what the Virginia Court of Appeals judge wrote, side by side with what the US Supreme Court wrote, is, by itself, worth the price of the book.
 

"Those of us in the field of transplantation have felt—and will continue to feel—the impact of repugnance. In moral economics, Alvin E. Roth takes us on a grand tour of how repugnance shapes transactions across a wide spectrum of human activities. Take uterus transplantation, pioneered in Sweden, a country where repugnance to surrogacy has made it illegal. You can transplant a uterus into a woman with infertility in Sweden, but do not you dare use a surrogate’s uterus in her own body to help you achieve a baby! Alvin E. Roth defines repugnance as a morally contested market that some people would like to participate in, but others think should be outlawed. He goes on to call a transaction repugnant if “all parties to the transaction want to engage in it, and others think they shouldn’t be allowed to for moral or religious reasons, even though those others can’t detect that the transaction has taken place unless someone tells them.”1 I found it fascinating to walk through all the ways in which repugnance has shaped the world in which we live.
 

"The book starts with a clear example of a transaction that many people want to engage in: sex. Of course, I knew about the repugnance surrounding prostitution and pornography, but could hardly believe the stories of how far people go on either side of a repugnant transaction. I found my own views challenged by what I thought was right, especially when considering the outcome I desired from the controversy being described. It was interesting to have these stories told by the “Father of Market Design” and to think about sexual desire as a contested marketplace with good and bad outcomes that could be influenced by better market design.
 

"It is not the first time I have been surprised to think about a human desire for something like love or health as a transaction that economists could study. I first met Alvin E. Roth in about 2004 when he thought he could help us transplant professionals do a better job with kidney exchange. I made the mistake of thinking that economists only worried about money, albeit at both the microlevel and macrolevel. This book makes clear that if we want to have the desired outcome of helping as many people as possible through organ transplantation, we are going to have to think like market designers and overcome repugnance to innovation. Remember Richard Lower in 1968 being threatened with criminal charges for “wrongful death” for removing a donor heart prior to the establishment of brain death criteria?
 

"My favorite chapter was about reproduction. You would not believe all the interesting twists and turns that have happened as artificial reproductive technology has blossomed, and some people wanted to have babies using it, whereas others were morally aghast at their desire, working hard to stop them. It was interesting to see different sides of contraception, abortion, in vitro fertilization, egg and sperm donation, paternity, maternity, parenthood, and surrogacy. But Alvin E. Roth has such a nice way of distilling complicated concepts, such as this quote: “Some critics have said that looking for an egg donor who attends Harvard, for example, reeks of eugenics. In response to that, Professor Kim Krawiec, perhaps the leading legal scholar of “taboo trades,” gave a very cogent response: “Fertile people have been screening for beauty and intelligence for years and years. It’s called dating.”2
 

"If transplantation attracted you as a field in part because of the ethical challenges encountered when considering organ donors and recipients, Moral Economics provides a narrated guide through thorny issues. Near the end of the book, we find perhaps the best call to action for those of us who want to solve problems. The Persian poet Rumi invites us to navigate repugnance: “Out beyond ideas of wrongdoing and rightdoing, there is a field. I’ll meet you there.”3
 
1. Roth, A.E.
Moral Economics: From Prostitution to Organ Sales, What Controversial Transactions Reveal About How Markets Work. Hachette UK; 2026
2026

2. Jones, A. Putting a Price on a Human Egg.”
Wall Street Journal. July 26, 2015;
Accessed XXX www.wsj.com/articles/putting-a-price-on-a-human-egg-1437952456


3.Rumi, “Out Beyond Ideas of Wrongdoing and Rightdoing.” Poetry Society of America. 

On Brazilian food

Every now and then I will write a piece on food for Works in Progress.  Here is my piece on eating in Brazil:

Brazil, like most large nations, also offers multiple cuisines. For instance you can go to Minas Gerais for pork and beans. Minas beans would be my favorite of what I have sampled, surpassing Mexico. Belem serves cuisine from the Amazon region, including exotic river fish, dried shrimp, duck, and rice, with flavors from cassava, manioc, and the local fruit. You cannot get those dishes in many other places.

Feijoada is of slave origins, and is often associated with Rio de Janeiro, but it has evolved into a national dish, available almost everywhere. Think rice, black beans, collard greens, orange slices, and farofa, a kind of manioc flour, with different parts of the pig mixed in. At home I cook the vegetarian version of this dish. The coolness and sweetness of the orange go well with the sandy texture of the farofa, and the meal hardly costs anything to make.

Rio de Janeiro offers highly cosmopolitan options, and the city has a tradition of excellent French and Continental restaurants.

The best churrascarias I have had were on the outskirts of Curitiba in the south. You can get an excellent pasta meal combined with your choice of many kinds of meat, leading to an impossibly large quantity of food at your disposal. I favored these establishments more in my youth, but if you have never tried them, you are missing something.

Campo Grande, the booming agro-city in central western Brazil, has a derivative form of Okinawan soba (!) as a dining specialty. I regret that, due to a delayed flight connection, I have yet to try this apparent delicacy.

There is much more at the link, recommended.

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The net fiscal impact of immigration should include gains from trade

Immigration affects natives through both labor markets and public budgets, yet these channels are usually studied separately. We combine them in a general-equilibrium model with search-and-matching frictions, skill-specific progressive labor taxes, capital taxation and public goods, calibrated to 17 OECD countries over 2015-2019. The welfare effect on natives of a one-percentage-point increase in immigrant inflows varies in sign and size across countries, hinging on immigrants’ skill mix, immigrant-native wage gaps, resident unemployment, and tax progressivity. For inflows matching the skill composition of 2019-2024 arrivals, native welfare rises in 14 of 17 economies, and in most cases both skill groups gain, through different channels. Lower-skilled natives gain mainly from higher pre-tax earnings, driven by job creation and complementarity with skilled immigrants; higher-skilled natives gain mainly from lower labor-tax burdens. Evaluating immigration policy thus requires modeling labor-market and fiscal channels jointly: either channel alone gives an incomplete picture of who gains and why.

That is from a new NBER working paper by Michele Battisti, Giovanni Peri & Eleonora Romano.  I have seen the core point here neglected so, so many times in recent discussions of the fiscal impact of immigration.  The gains from trade count too!

As a side note, I do not accept the authors’ claim that the immigrants are equally productive yet underpaid, and thus the native economy benefits from capturing that surplus.  The better mechanism is simply that immigrants boost market size, and (especially for the United States) that brings some gains from increasing returns to scale, more innovation, making the country a talent magnet, and so on.  The point holds that the gains from trade effect can be small, and it still will overwhelm what otherwise appear to be net fiscal costs.

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Time Magazine Profiles John Ternus

Andrew Chow, writing for Time:

Just below the broad smile he’s been wearing all morning, John Ternus’ hands are shaking.

On this September day in Silicon Valley, Apple’s new CEO is surrounded by celebrities, tech enthusiasts, and reporters who have flocked to Apple Park from around the world to catch a glimpse of the company’s new and long-awaited foldable phone, the Duo. After Ternus takes a few photos with the device, an Apple PR rep pulls the influencer known as IShowSpeed out of the crowd to meet him. Winning over the 21-year-old isn’t exactly the toughest assignment Ternus has faced in his 25-year Apple career: Speed barks when he sees the phone and then gleefully springs into a backflip.

But IShowSpeed also happens to be livestreaming the encounter to his 61 million subscribers on YouTube. And as Ternus thumbs through the $1,999-and-up phone, attempting to drag a photo into a text-message box, eagle-eyed viewers notice his hands quivering. Ternus later explains that he didn’t sleep much the night before. “I was on such a moment of adrenaline and caffeine and excitement for the day,” he tells Time.

There’s only a glimpse of Ternus’s personality revealed here. To date he’s more of a cipher than even Cook. He’s Apple’s San Francisco sans serif typeface brought to life. Handsome, distinctive, decidedly “Apple” — but plain. That, surely, is not the real John Ternus.

So it’s fitting that his ascension coincided with the announcement of the Duo, Apple’s most radical design change to the iPhone since its 2007 release. Apple has been exploring the concept for years. In 2011, when many people still carried around flip phones, Ternus and five other engineers filed a patent application for foldable electronic devices, exploring what kind of batteries and circuit boards might be needed for such an idea. “It felt clear that we were going to eventually get to a place where OLED displays were going to be flexible,” Ternus says.

The Ternus profile is the cover story for Time’s “Best Inventions of 2026”, which is led by the iPhone Duo. Let us not forget that this esteemed accolade was awarded to Humane’s AI Pin in 2023.

At the end of September, Apple was conspicuously absent when President Donald Trump hosted a luncheon for AI power players like SpaceX’s Elon Musk, Meta’s Mark Zuckerberg, and Google’s Sundar Pichai, who lobbied him on their visions for America’s tech future.

But Ternus and other Apple executives say they aren’t concerned. In the midst of a populist AI backlash, they contend that they are building a modest but personalized and privacy-preserving form of AI that will actually help ordinary people as opposed to merely dazzling Silicon Valley’s “lunatic fringe,” as Greg Joswiak, senior vice president of worldwide marketing, puts it. And besides, Ternus argues, even if other companies succeed in their mission of building super-intelligence, users will still want to talk to it on Apple devices.

This is, I’m convinced, the correct strategy for Apple. They’re smart not even to be ankle-deep in the wild capex spending pool that has all of their peer companies way out in the deep end, where their feet no longer touch the bottom. But this is a bet, and bets carry risk.

Also, I’d bet my bottom dollar that Joswiak is, in fact, a decades-long fan of Lunatic Fringe.

 ★ 

Apple Event, in Los Angeles, Next Week: ‘Pro and Tell’

Greg Joswiak, on X:

Can’t wait to pro and tell next week.

Juli Clover, MacRumors:

Rumors suggest Apple is planning to debut the new MacBook Pro with an OLED touchscreen display, an M6 entry-level MacBook Pro, an M6 iMac, an iPad mini with an OLED display.

 ★ 

★ Estimated Arrival Dates for DF Readers’ Pre-Ordered iPhone Duos

Yesterday I posted the same question to my followers on X, Threads, and Mastodon:1

Poll, only for people who have pre-ordered a Duo. When is your delivery/pickup date?

  • October
  • November
  • December
  • January

The results were interesting; I’m glad I asked.

XThreadsMastodonTotal
October36%38%39%37%
November35%42%45%39%
December10%9%8%10%
January19%11%8%14%
Responses1,3821,0344492,865

The “Total” column from the above table, in bar chart form.

Observations:

  • There were way more people who successfully got October ship dates than I expected. It’s very close to even with November ship dates.

  • The fact that there are fewer December ship dates than January, is to me, a sign of Apple’s appreciation for the holidays. I think Apple is only promising “December” for shipments they are 100 percent certain they can deliver by Christmas. I bet a bunch of the orders promised for January will in fact ship in December — albeit perhaps too-late-for-Christmas December.

  • Apparently some configurations are getting an estimated date of February 1. I wish I’d listed February as an option, but I don’t think it would have made a big difference.

  • Per MacRumors today, some pre-order estimates are already moving up, like from early December to late November.

No one should mistake my audience as representative of the general public in any poll, but I bet my audience is at least ballpark representative of the general public when it comes to something like pre-ordering, at the crack of dawn, a new iPhone form factor that costs $2000 to $3200.


  1. I didn’t ask on Bluesky because — despite launching over three years ago — it still lacks a poll feature. There’s some kind of third-party thing called poll.blue, but I couldn’t be bothered. ↩︎

Netflix Shitcanned Film Chief Dan Lin Too

Anthony D’Alessandro, reporting for Deadline:

Dan Lin is out as film boss at Netflix in a move that has been largely speculated for weeks. Insiders at the streamer have denied that Lin and even Bela Bajaria were on the chopping block, but here we are.

Lin is meeting with his feature staff Monday morning for a post-mortem after the news. Per sources close to the situation, a successor to Lin won’t be named until the arrival of Peter Rice, who is taking over Netflix’s Chief Content Officer role from Bajaria.

Netflix’s movies are worse than their series, which also mostly stink. (As opposed to Apple TV, which somehow makes terrible movies while making the best series in the business.)

Mike Isaac, on X:

it has long been understood that, qualitatively, a “netflix movie” exists in the liminal space between theatrical release and Lifetime production

with some notable exceptions, even the biggest budget productions feel cheap, strange and worst of all, unmemorable

 ★ 

Ex-Apple Employee Fred Potter on HomeView

Fred Potter, on LinkedIn:

So if you ever meet someone who tells you, “At Apple, I’m the one who did this,” take it with a grain of salt. They were probably part of the team that made it happen, and that’s already something to be proud of.

Sometimes, when the final product finally comes out, you can recognize a few of the personal touches you contributed along the way. And that, in itself, is immensely rewarding.

Wishing HomeView every success!

Potter’s LinkedIn bio lists his time at Apple as July 2021 through June 2024, and describes it only as “Worked on HomeView”. (Via Christophe Laporte at iGeneration.)

 ★ 

Netflix Lays Off 6 Percent of Staff

Joe Flint and Jessica Toonkel, reporting for The Wall Street Journal last week:

Netflix is cutting 6% of its staff, or roughly 1,000 positions globally, its biggest round of layoffs since 2022, as it struggles with slowing growth and customer engagement. Co-Chief Executives Greg Peters and Ted Sarandos said in an email to employees Wednesday morning that the bulk of the cuts would be in the streaming giant’s product, tech, legal and human-resources teams.

The layoffs may have hit those teams (including some of the talent that created the excellent Duo support for Netflix’s iOS app), but Peters and Sarandos seem to know where the fundamental problem lies: Netflix has peaked and their content blows.

Flint, in a follow-up report the next day, “Netflix Replaces Content Chief as It Struggles to Engage Viewers”:

Netflix’s Chief Content Officer Bela Bajaria is leaving the company, as it struggles with slowing growth and falling customer engagement.

Yours truly, back in August: “Netflix Has Peaked”.

 ★ 

‘Let Them Fight!’—Maybe It’s Grenell’s Turn In the Barrel Edition

In my earlier posts on the Habba-Grenell mutual self-immolation spectacle, I’d told you that while Ric Grenell is as nasty as they come, I was skeptical that he was quite dumb or reckless enough to be involved in what Alina Habba and her new husband were alleging.

But I may heve been wrong!

There’s a new report out in Axios that adds a bunch more detail to the story. But before getting to that report, there’s some important context and caveats. I wouldn’t see this new Axios report as quite a “report” in the sense of new reporting that advances the story. It’s better to see this as three players (the White House, Grenell and Habba/Mildon) each of whom are trading a very hot potato back and forth between the three of them and hoping not to be the one left holding it when the music stops. But instead of a literal potato, that lashing out is taking place through new batches of leaks. We need to be clear that each batch of new leaks is from an interested party, with its own goals and agenda. And it may include some false details or more likely ones that are misleading. But on balance each batch of leaks is probably mostly true, helps fill out the emerging picture and sinks both adversary parties (Grenell and Habba/Mildon) deeper into the quicksand.

This new batch of leaks seems to be from the White House, but contains information that came from Habba/Mildon. The gist is that Habba/Mildon turned over text messages from Grenell which seem to set out a pay-for-play deal in which Mildon will give Grenell $17 million for high level access to the president and top administration officials. A lot of that access will be arranged through events at the Kennedy Center, which Grenell then ran. $5.6 million of the $17 million was supposed to go to the Kennedy Center. (Adding some credibility to these claims, Mildon did seem to receive that kind of access.) The rest was for “software” Congo was buying or a “software” deal that somehow involved the Texas-based defense contractor which was the direct recipient of the $17 million and which Grenell consulted for at least in 2024. The utter vagueness of detail about what some or all of this money was actually or purportedly for is a huge red flag.

Grenell’s defense seems to be that all these texts are fake. He apparently notes that in one of the texts he or what is alleged to be him spells the “center” in Kennedy Center with the British spelling “centre.” It’s true that I certainly wouldn’t expect an American to use that spelling. But that seems like a pretty thin argument for Grenell to rest his whole case on. More generally, it’s certainly possible that the texts are fake — they seem to have been presented to the White House as print-outs. But that also sounds like what you say when you’re caught dead to rights and that’s all you can say. (Sort of like, I didn’t melt down on Twitter. Someone hacked my account.)

As I noted yesterday, the White House has full access to all the forensic capabilities of the U.S. government — DOJ, FBI, intel community. Normally, it wouldn’t be appropriate to call on those capabilities to settle a fight among high-profile fixers. But I doubt Donald Trump will have many scruples about that. Point being, I’m pretty sure the White House can and will figure out whether or not those texts are real and get to the bottom of just what money went where.

The other part of the equation is that while Grenell may be in trouble, Habba isn’t in good shape either. The Axios piece quotes what seem to be White House sources saying Habba “went off half-cocked” bringing these accusations directly to Trump. And her story evolved rapidly after her first volatile meeting with Trump. The Kennedy Center donation was first $17 million, then $6 million and now apparently $5.6 million. She and her husband also first tried to hide that the money was from the government of the Democratic Republic of Congo, suggesting that it was a check from Mildon. In other words, it’s all consistent with Habba dumping a lot of sewage on Trump’s lap because she was trying to do in Ric Grenell without realizing that she was likely sinking herself in the process.

Let’s also note that Axios — in line with what I said above — seems to be speaking in the voice of its source, clearly the White House here, and presenting this as stern Mr. Trump — who definitely is totally super against corruption and pay-for-play — trying to get to the bottom of what happened and ready to come down hard on the malefactors.

Needless to say, this is utter BS. Trump loves corruption and he’s been totally happy with the free-for-all he’s overseen for the last 20 months. But it’s true that he’s become a lot less tolerant of anyone in his administration that gets found out as of about two weeks ago.

Outstanding questions: What exactly is this “software” deal or purchase that purportedly involves the DRC and this Texas defense contractor? Is anything about “software” even real? What is the role of the notoriously corrupt government of the DRC? And what is the story with this defense contractor? We seem to know only its rather nondescript name, TXAT.

As I noted last night, in terms of news and politics, I’m not sure the specific details even matter that much. A better global view is that Grenell and Habba/Mildon are in a Trump world fight for their lives and each new fusillade of leaks pulls them deeper, or further entrenches them in a story about whatever corrupt dealings they were involved with. Each of the three players (the White House, Grenell and Habba/Mildon) wants the mud to be on the other guy. But the ongoing battle is just spreading the mud around more and more.

Powers Jostle Over Oil Prices and US Midterms

Today’s world would be a fascinating object of study if one weren’t also living in it. The price of energy isn’t the cause of Donald Trump’s deep unpopularity. But for months it’s been driving it to new depths. The price of oil plateaued in early October, which seemed to blunt some of Democrats’ electoral momentum. On Friday though it jumped up again, with the Brent Crude price hitting $110 a barrel, the highest since May. That was the worst of all possible worlds for Trump and that clearly played a key role in his decision to waive sanctions against Russia. Reuters reports that the prospect of greater supply from Russia knocked oil off those highs in early Monday trading in Asia. That was clearly the main goal of that waiver. But just in the last hour, reports have come out that Ukraine launched a massive volley of 1,000 drones targeting Russian energy infrastructure.

From the DF Archive: Should a CEO Be a Nerd About Their Company’s Products?

Back in 2022, I quoted from an interesting post by Ben Schlappig at One Mile at a Time, where he wrote:

I’ve had the opportunity to interact with quite a few senior airline executives over the years, and I find that their knowledge about competitors is typically one extreme or the other:

  • Some airline executives literally couldn’t tell you the first thing about their competitors, and have no knowledge of their passenger experience, fleet, etc.
  • Some airline executives know literally everything about their competitors, down to being able to tell you how many seats competitors have on specific planes

I find there are very few executives who are just kind of in the middle, as it’s pretty polarizing. Either they know virtually everything about competitors, or nearly nothing. Without naming any names, I’ll say that generally speaking there’s a high correlation between airlines that have a great passenger experience, and airlines that have executives that keep very close tabs on the competition.

And I wrote:

If the CEO’s primary perspective on the company is via spreadsheets — if it’s all just P&L to them — that company is not going to excel at quality. Or if they do excel at quality, they won’t for long.

I think Tim Cook was truly an exception in the regard. He’s not a product guy, and never pretended to be. He is a spreadsheet guy. But he clearly realized that about himself, and he understood that Apple’s entire point is delivering great products and experiences. But I think Ternus is a breath of fresh air in this regard. Apple didn’t immediately switch to decision-making by quantifiable numbers under Cook, but incrementally, year-by-year, decision-making by quantifiable numbers took over.

You simply cannot assign numeric values to everything, and some of those things that cannot be quantified are the most important things. Apple needs a CEO who makes some major product decisions by gut alone.

 ★ 

Monday 19 October 1663

Waked with a very high wind, and said to my wife, “I pray God I hear not of the death of any great person, this wind is so high!” fearing that the Queen might be dead.

So up; and going by coach with Sir W. Batten and Sir J. Minnes to St. James’s, they tell me that Sir W. Compton, who it is true had been a little sickly for a week or fortnight, but was very well upon Friday at night last at the Tangier Committee with us, was dead — died yesterday: at which I was most exceedingly surprised, he being, and so all the world saying that he was, one of the worthyest men and best officers of State now in England; and so in my conscience he was: of the best temper, valour, abilities of mind, integrity, birth, fine person, and diligence of any one man he hath left behind him in the three kingdoms; and yet not forty years old, or if so, that is all. I find the sober men of the Court troubled for him; and yet not so as to hinder or lessen their mirth, talking, laughing, and eating, drinking, and doing every thing else, just as if there was no such thing, which is as good an instance for me hereafter to judge of death, both as to the unavoidableness, suddenness, and little effect of it upon the spirits of others, let a man be never so high, or rich, or good; but that all die alike, no more matter being made of the death of one than another, and that even to die well, the praise of it is not considerable in the world, compared to the many in the world that know not nor make anything of it, nor perhaps to them (unless to one that like this poor gentleman, who is one of a thousand, there nobody speaking ill of him) that will speak ill of a man.

Coming to St. James’s, I hear that the Queen did sleep five hours pretty well to-night, and that she waked and gargled her mouth, and to sleep again; but that her pulse beats fast, beating twenty to the King’s or my Lady Suffolk’s eleven; but not so strong as it was. It seems she was so ill as to be shaved and pidgeons put to her feet, and to have the extreme unction given her by the priests, who were so long about it that the doctors were angry. The King, they all say; is most fondly disconsolate for her, and weeps by her, which makes her weep;1 which one this day told me he reckons a good sign, for that it carries away some rheume from the head.

This morning Captain Allen tells me how the famous Ned Mullins, by a slight fall, broke his leg at the ancle, which festered; and he had his leg cut off on Saturday, but so ill done, notwithstanding all the great chyrurgeons about the town at the doing of it, that they fear he will not live with it, which is very strange, besides the torment he was put to with it.

After being a little with the Duke, and being invited to dinner to my Lord Barkeley’s, and so, not knowing how to spend our time till noon, Sir W. Batten and I took coach, and to the Coffee-house in Cornhill;2 where much talk about the Turk’s proceedings, and that the plague is got to Amsterdam, brought by a ship from Argier; and it is also carried to Hambrough. The Duke says the King purposes to forbid any of their ships coming into the river. The Duke also told us of several Christian commanders (French) gone over to the Turks to serve them; and upon inquiry I find that the King of France do by this aspire to the Empire, and so to get the Crown of Spayne also upon the death of the King, which is very probable, it seems. Back to St. James’s, and there dined with my Lord Barkeley and his lady, where Sir G. Carteret, Sir W. Batten, and myself, with two gentlemen more; my Lady, and one of the ladies of honour to the Duchesse (no handsome woman, but a most excellent hand). A fine French dinner, and so we after dinner broke up and to Creed’s new lodgings in Axe-yard, which I like very well and so with him to White Hall and walked up and down in the galleries with good discourse, and anon Mr. Coventry and Povy, sad for the loss of one of our number we sat down as a Committee for Tangier and did some business and so broke up, and I down with Mr. Coventry and in his chamber discoursing of business of the office and Sir J. Minnes and Sir W. Batten’s carriage, when he most ingeniously tells me how they have carried themselves to him in forbearing to speak the other day to the Duke what they know they have so largely at other times said to him, and I told him what I am put to about the bargain for masts. I perceive he thinks of it all and will remember it. Thence took up my wife at Mrs. Harper’s where she and Jane were, and so called at the New Exchange for some things for her, and then at Tom’s went up and saw his house now it is finished, and indeed it is very handsome, but he not within and so home and to my office; and then to supper and to bed.

Footnotes

Read the annotations

Training AIs to Solve CAPTCHAs

Interesting research:

Abstract: Vision-language models (VLMs) can solve visual CAPTCHAs without task-specific training, but the agents built on them approach every challenge from scratch. For such an agent, the hundredth instance of a familiar puzzle costs as much time and compute as the first. Specialized detectors invert the trade-off, answering in milliseconds but only for categories they were trained on. Neither improves with exposure. We study what changes when a solver improves with use. Our system pairs a fine-tuned YOLOv8 detector with an open-weight VLM behind a confidence-based router, and runs entirely from screenshots and operating-system input events, with no browser automation or DOM access. It reaches 85.4% overall and 84.2% macro accuracy across 16 classes, exceeding either component alone. Every answer VLM produces also serves as a training label, so the detector absorbs categories it was never trained for, typically after one or two encounters and without human annotation. The same loop also repairs it. A CAPTCHA operator can perturb images against the publicly released detector and drive its accuracy to 0%, but the perturbations leave VLM untouched, and its labels let the detector recover. Under a year-long simulated arms race in which the CAPTCHA operator re-crafts its perturbations each month, the solver recovers every round, and a cheap ~70%-accurate open-weight teacher hardens it as effectively as a perfect oracle. Visual CAPTCHA defenses that assume a failing bot stays failing therefore understate how quickly an adaptive solver returns.

[RIDGELINE] A Notebook Fit for a Walk

Ridgeline subscribers —

Oh, hello. I made a notebook: ⬤. You can buy it here. I didn’t mean to make a notebook but, you see, I had no choice. A couple of years ago the Japanese edition of Kissa by Kissa came out. While iterating over materials and size, a handful of blank so-called “dummy books” were made. They were sitting around my studio. Earlier this year I used one as a notebook. Goddamn, I thought, this is a nice notebook. Not perfect, but almost. When I used up the first dummy I grabbed another dummy. I used that one up, and then had no more dummies. I looked around for a replacement. Scoured stationery shops to no avail. None existed. At least none that hit my self-concocted design targets. Then I realized: I COULD MAKE IT MYSELF. And in realizing that, I was legally and morally obligated to do so.

Who will buy $120bn-worth of fresh Japanese government bonds?

Japan wants its pension fund and households to buy more government debt

Links 10/19/26

Links for you. Science:

Nobody tests for Covid-19 anymore, right?
People Say These Peptides Hurt Them. Their Stories Are Muffled in MAHA’s Push for Medical Freedom.
These deep-sea spiders give off an otherworldly glow
What’s the point of MIT? OpenAI’s math proofs have thrown students and researchers into chaos.
What Was Going on at Shanidar? Another Neanderthal Reported With Fatal Wound
There Is Some Mighty Weird Stuff Going On Up There
Would You Rather Have Sex Or Live Forever?

Other:

Beards and loathing: A cop union convention comes to Las Vegas
‘Tommy’ from viral El-Sayed video is former Sen. Hawley staffer with Christian nationalist ties (more on the Teepell family here)
No Fake Makeovers For The Post-Trump GOP
CFTC Staff Were Told to Retract Analysis of Suspicious Oil Trades
Trump’s Corruption Is Different In Kind
Stephen Miller Desperate to Stave Off Accountability for Losing Texas
AI, Tech Leaders Are Lobbying Trump Health Officials in a Government-Run Chat Room
Public Execution: Acts of violence are a sacrament in the fascist civic religion. The new fascist man must be posted into being.
How Congress Can Take Back Its Power Over the Courts
The world’s most vocal racist will be the Republican Party’s biggest donor again. But don’t mention it.
Man Creates DIY Flock-Style Cameras That Only Scan Police Plates And For Some Reason The Cops Are Annoyed By This
TikTok “Permanently Suspends” the ‘Musk’ Film Account, Raising Suppression Fears
A Capital of Trinkets
Schools face an unanticipated problem: Soaring fuel costs are threatening their budgets
Rebecca Solnit’s (Mis)Adventures in the Manosphere
In the Heart of Jerusalem, the U.S. Right Told Jews: Stop Crying Antisemitism
Obviously, the Knicks Should Not Visit the White House. Why Is This Even a Discussion?
A look back at the Berklee-area arts scene of the 1990s and early 2000s
Elon Musk’s James Talarico Smear Blew Up In His Face
Stone, Earth and Fire: in a Village Near Nazareth, Women Keep the Ancient Secret of Bread Stamps Alive
If European Politicians Weren’t Shit
Did Trump unplug Starshield because Putin asked him to?
Ah, Well, Nevertheless
Mom who survived school shooting coaches son through Oregon attack: ‘Please be as quiet as possible’
I Teach at a Business School. It’s Time to Shut Them Down.
The media’s Ilhan Omar blind spot handed Trump an opening
The Secret History Of Dodger Stadium’s Mysterious Concrete Murals
The Secret Power in the A.I. Model Wars. The U.S. agency tasked with testing frontier A.I. models is understaffed and underfunded, and its evaluation process is “completely opaque.” Can the Trump administration and its new “Super Intelligence Force” stop CAISSI from “pacing the frontier” by default?
VA allows union contract to expire for most employees. Individuals hired as departmental police officers, firefighters and security guards, exempted from Trump’s anti-union orders, remain covered under the expired collective bargaining agreement, albeit only for “mandatory” conditions of employment.
I Built an AI Bot to Fact-Check the Midterms. Here’s What I’ve Learned. Many websites hate bots, consensus has its limits, and the six AI notewriters dominating Community Notes are run by X itself.

One Thing Democrats Can Do to Make Republicans Accountable: Revamp the DOGE Committee

One of the frustrating things about DOGE is that so many of those little shits have profited from their time spent helping themselves to our data and firing dedicated public servants. So this suggestion for some accountability should be filed under “you live by the sword, you die by the sword”, with the House DOGE Committee being the sword:

Here is a tangible short-run action to hold DOGE accountable. Lets assume Democrats gain control of Congress in November. There is an existing DOGE subcommittee in the House. Reconfigure it with staff and members able to make it do the job it has failed to do thus far: provide real oversight of DOGE. Run hearings that puts former DOGE members under oath. Call whistleblowers the DOJ has ignored. Call the “blockers” Lewis wrote about and other witnesses to abuse. Create public salience and a record that will lay the groundwork for criminal investigations in 2029. Establish credible signals that they won’t get away with it.

And when you do this, don’t have hearings in the usual alternating five minutes of blather for each side. Run roughshod over the Republicans–enough with the ‘we need to work with fascists in a bipartisan manner’ bullshit–and have real hearings, with the threat of contempt charges if they lie.

Because Democrats do need to “establish credible signals that they won’t get away with it”, and this would be a good start.

llm-echo 0.5

Release: llm-echo 0.5

I'm working towards a new LLM release, and testing PRs caused me to revisit the llm-echo debug plugin. This plugin provides a "model" which doesn't involve an LLM at all - it just repeats back the prompts that have been fed to it. The new release now updates the simulated token usage counts to take tool calls, system prompts, and reasoning tokens into account.

Example usage:

uvx --with llm-echo llm -m echo 'hi there' -o thinking 1 --usage

Outputs:

First I consider the prompt, then I decide what to say.
{
  "prompt": "hi there",
  "system": "",
  "attachments": [],
  "stream": true,
  "previous": []
}
Token usage: 2 input, 24 output

Tags: llm

Welcome to Waterloo

Canadians are quietly (and politely) running the world. This country gave me some of my favorite musicians, like Grimes and Avril Lavigne, and some of my favorite comedians, like Nathan Fielder and N…

Read more

Donald Trump is Politically Bankrupt. Be Very Afraid

According to CNN, all-out war with Iran may be about to resume:

The US military has developed new strike plans that include potentially using the so-called “mother of all bombs” to target Iranian energy infrastructure and nuclear sites should President Donald Trump give the order to resume combat operations either before or after the midterm elections, according to multiple US officials familiar with the matter.

Trump says that he won’t order a strike before the midterms. But Robert Pape, author of the Substack Escalation Trap, argues that we shouldn’t believe him — that the bombs may well drop before the midterms. And while I am not a strategic expert, I believe that Pape may well be right, because his analysis of Trump’s political position is something I recognize from financial economics.

You see, it’s a well-understood proposition that the owners of businesses that are on the verge of going bust often engage in destructive behavior. And Trump is about to go bankrupt — not financially (he’s made billions through corruption) but politically. So he, like a failing businessman, has strong incentives to wreak havoc.

Pape’s argument is basically a version of the phenomenon — a particular form of moral hazard — often called “gambling for resurrection.” When a company is on the edge of failure, it makes sense for the company’s owner to make highly speculative, even crazy investments that are highly likely to fail but might, just might, make enough money to pull the company back from the brink. After all, for the owner it’s heads he wins, tails his creditors lose.

In Trump’s case, all indications are that his party is heading for defeat in the midterms. And while a normal president might be able to live with a Congress controlled by the opposing party, there has been so much corruption and malfeasance over the past two years that Democratic control of Congress, and the subpoena and investigative power that will bring, will have catastrophic consequences for Trump and everyone around him.

So Trump has an incentive to do something, anything, that might shake up this election. Attacking Iran would probably lead to an even bigger Republican defeat, but it might, just might, rally Trump’s base enough to change the outcome. True, a president who cared at all about what is good for America wouldn’t pursue disastrous policies for the slim chance of saving his own political skin. But this is, after all, Trump we’re talking about.

Pape’s argument, then, makes a lot of sense. But I suspect that Trump’s impending political bankruptcy will have even worse consequences than Pape suggests — and that these consequences will continue and intensify after the midterms.

When I read Pape’s analysis, I found myself thinking about a classic 1993 paper by George Akerlof and Paul Romer, “Looting: The economic underworld of bankruptcy for profit.” Akerlof and Romer were inspired by several historical episodes of widespread bankruptcy, including the U.S. savings and loan crisis of the 1980s. In these episodes, they argued, owners of banks and other companies on the verge of failure didn’t gamble for resurrection. Instead, they simply took the money and ran, transferring as much of their companies’ assets as possible into their own pockets before the hammer came down.

So what would looting by a politically bankrupt Trump administration look like? I don’t mean financial looting — Trump has been doing that all along, on an epic scale. What may be about to happen — indeed, is already happening — is what we might call policy looting: Trump using his remaining power to take actions that are both deeply unpatriotic and deeply unpopular but fit his own preferences and prejudices.

Freedom, wrote Kris Kristofferson, is just another word for nothing left to lose. Once the midterms are over, Trump, with nothing left to lose, will be free to be his worst self — a malignant narcissist who instinctively supports authoritarians and is preoccupied with revenge against anything and anyone that threatens his fragile grandiosity.

We can already see that happening in U.S. policy toward Ukraine. It has long been obvious that Trump loves dictators and despises democracy, and that he has special affection for Vladimir Putin and hatred for Volodymyr Zelenskyy. However, as long as there was some chance of limiting the damage in the midterm elections, Trump was cautious about explicitly taking Putin’s side. Over the past few weeks, however, Trump has grown ever more open about supporting Putin’s attempted war of conquest — buying Russian diesel, canceling sanctions, and most recently by attempting to sabotage Ukraine’s defenses by degrading its access to Starlink.

Something similar has been happening on domestic policy where, for example, Trump has increasingly stopped pretending that he cares about illegal immigration or immigrant crime, and is veering into flat, open racism — so far specially directed against Somalis, but it won’t stop there.

So will Trump resume the bombing of Iran before the midterms? Obviously I don’t know, but Pape is surely right that normal political logic, under which a deeply unpopular president would avoid resuming a deeply unpopular war, no longer applies. And anyone who believes that Trump will become more cautious, more moderate in the aftermath of midterm defeat just doesn’t understand the new political reality.

The truth is that political bankruptcy will free Trump to pursue his true desires. And those desires are horrifying.

MUSICAL CODA

llm-tools-datasette 0.1.1

Release: llm-tools-datasette 0.1.1

When I switched LLM over to httpx2 in LLM 0.33 I forget that this would break any plugins which used httpx without directly depending on it. llm-tools-datasette was one of those plugins, now fixed.

Tags: datasette, llm

The California billionaire tax is very likely a net revenue loser

This paper examines the revenue and migration impact of the 2026 California Billionaire Tax Act, a one-time 5 percent tax on the worldwide net worth of individuals exceeding $1 billion. Using data from the Forbes Billionaire List, news reports detailing the residential real estate holdings of California billionaires, and public announcements of billionaire departures from the state, we estimate the behavioral response and associated revenue loss to this new tax using several different methodologies. Even before accounting for reductions in other tax bases such as the income tax, we estimate that the Act will collect approximately $30 billion (range $28 to 36 billion), less than a third of the $100 billion projected by Galle et al. (2025). This range accounts for the publicly confirmed taxpayer migration that has already eliminated nearly 30 percent of the Act’s wealth tax base, applies a litigation-survival discount to the remaining base, and is validated by the wealth tax base elasticity literature. We estimate that California’s billionaires contribute $3.3–5.8 billion annually in state income taxes. The present value of permanently lost income tax collections from departures more than offsets the one-time wealth tax revenue, yielding a net present value of negative $38.9 billion. Across 100,000 simulated revenue and discount rate combinations, 85 percent of plausible outcomes produce a negative net present value of state revenues.

That is from a new NBER working paper by Benjamin Jaros and Joshua Rauh.  Overall this issue is a good litmus test for who still thinks like an economist.

The post The California billionaire tax is very likely a net revenue loser appeared first on Marginal REVOLUTION.

       

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Can a Million AI Agents Create Superintelligence?

Art by GPT-6

Ramez Naam is, in my opinion, one of the best futurists alive. But although he has a Substack (which you should definitely follow), he doesn’t write nearly enough. So I’ve been encouraging him to write more by cross-posting his posts on my blog.

Somewhat to my surprise, Ramez has turned out to be a lot more of an AI skeptic than I would have though. He’s certainly not dismissive of the technology, but he disagrees with many of the more expansive and dramatic claims coming out of the big labs (especially Anthropic). In his first post in this series, he expressed skepticism that recursive self-improvement (RSI) would lead to a fast takeoff of AI capabilities in the near future:

In this post, he expresses skepticism about the potential for agent swarms — large numbers of AI agents working in parallel — to offer dramatic increases in AI capabilities. Agent swarms have been in the news a lot, both because of the Hugging Face attack, and OpenAI’s solution of the famous Navier-Stokes problem is also widely attributed to a large swarm. But Ramez argues that parallelization is just another kind of input that suffers from diminishing returns, and that we should therefore temper our expectations about what agents swarms are able to achieve.

As was the case with his previous post, I’m not sure how much this matters, when the capabilities of the underlying models — swarm or no swarm — are still improving at such a steady and impressive rate. But it’s a very intellectually interesting argument, and Ramez can be very persuasive.


In my previous post, we asked whether AIs could improve themselves all the way to absurdly high levels of superintelligence. My conclusion: today’s feedback loop is probably too weak, because improving AI faces diminishing returns at every step. Even fully autonomous AIs doing all the research and coding don’t make those diminishing returns disappear. We should keep updating that conclusion as real-world parameters and data change.

But we didn’t look closely at another possibility: running millions or billions of AI minds in parallel. How much do they help? That’s what we’ll look at here.

TL;DR

Plenty of people have modeled how more AI agents working in parallel could fuel recursive self-improvement. But the data we have today tell a different story. More agents are useful for speed: they can solve many problems faster. They’re less useful for boosting AI intelligence. Multi-agent gains in solving harder problems often diminish incredibly quickly and may even saturate. Whether multi-agent systems can produce the conceptual breakthroughs RSI might require to become self-sustaining is the harder question.

Without breakthroughs in how well agents parallelize problems - something that may depend on the structure of machine learning problems themselves - it’s hard to see even millions or billions of copies of today’s models making repeated breakthroughs on the hardest problems. These are among the strongest diminishing returns we’ve looked at. Of course, these diminishing returns may change. And we have less experimental data to go off of today than we’d like. We’ll need to recalibrate as new evidence comes in. I’ll end with the things we should track and my predictions about a natural experiment from newly released Anthropic data.

Below is the two-image summary: The experimental observations of how large numbers of agents scale to solve harder problems (what I’m referring to as intelligence) are far far lower than the assumptions in studies that predict that AI recursive self-improvement will lead to an intelligence explosion. The first image is at the scale of 100 parallel AI agents. The second is at the scale of a billion AI parallel agents.

Zooming in makes the gap clearer.

Real world experiments show dramatically lower intelligence gains from parallel agents than hypothetical AI models.

One unit is each curve’s gain from one to ten agents.

Extrapolated out to a billion agents, the intelligence gain in hypothetical models is orders of magnitude beyond real world experiment gain curves.

What we’ve already covered regarding RSI and diminishing returns

To recap the last post: recursive self-improvement (RSI) means AI improvements feeding back into the next round of AI research. Four findings stood out:

RSI doesn’t necessarily mean runaway superintelligence

I want to reiterate a distinction here: fully automated AI self-improvement doesn’t at all guarantee an intelligence explosion. Diminishing returns in AI capabilities dampen that feedback loop. Parallel agents can help automate a search across AI parameters, but don’t look nearly as useful in making new conceptual breakthroughs. My expectation is that we’ll need those sorts of breakthroughs for self-improvement to become self-sustaining, let alone to accelerate rapidly and reach truly profound levels of superintelligence.

Even a billion parallel AIs also face diminishing returns

Today, let’s examine in much more detail what it would mean to run thousands, millions, or billions of AI researchers in parallel.

In this post I’m focusing only on software: AI researchers improving the algorithms that make AI better or cheaper to run. Hardware, investment, and economic growth have their own feedback loops, which we discussed briefly in the last post. Here, we’re asking how much more the AI minds themselves can discover.

Here’s the argument, with links:

A country of geniuses in a datacenter

In Machines of Loving Grace, Dario Amodei imagines a:

“country of geniuses in a datacenter”

Millions of AI minds, each more capable than a Nobel Prize winner across many fields, working at much higher speed. That would be extraordinary. The intelligence of each mind is a crucial part of the premise.

Tom Davidson and Daniel Eth’s Forethought paper describes the equivalent of “millions of top-notch human researchers.” Benjamin Todd’s explainer points to “millions of competent engineers working on AI research.” Dwarkesh Patel emphasizes AI’s “massive population size and perfect knowledge transfer.”

How does the number of AI agents running in parallel enter these arguments? In Eth and Davidson’s illustrative model, twice as many researchers produce twice as many papers. Cheaper AI lets the same hardware run more researchers, while each software improvement gets harder to find. Alan Chan and colleagues’ 2026 paper, including AI pioneers Geoffrey Hinton and Yoshua Bengio, assumes an even larger effect from adding researchers: doubling effective research labor increases the rate of software improvement by about 2.6 times, holding the software level fixed.

Those are assumptions about what more researchers produce. The growing number of AI researchers must keep finding improvements fast enough to outweigh the increasing difficulty of further progress. We’ll come back to those assumptions after looking at what larger AI teams actually achieve.

Meanwhile, we had OpenAI’s Navier–Stokes announcement: around 10,000 agents working concurrently during an 88-hour run solved a mathematics Millenium Problem. It made the idea vivid. A datacenter full of AI mathematicians, tackling a famously hard problem.

I understand the excitement. But the number of agents tells us how many AI researchers we ran. We also need to measure what those additional researchers contributed.

Not all diminishing returns are alike

On MTS Live, I described a ladder of increasingly hard scaling:

  • Super-linear: Twice the input produces more than twice the output. Accelerating returns.

  • Linear: Twice the input produces twice the output. Independent jobs can look like this. A power-law exponent of 1 is the same case.

  • Power-law diminishing returns: Output grows as input raised to a power below 1. At exponent 0.5, doubling output takes four times the input. At 0.2, it takes 32 times. At 0.1, it takes 1,024 times.

  • Logarithmic: Each multiplication of input buys the same additional gain. Another five points might require another tenfold increase in compute.

  • Sub-logarithmic: Even successive tenfold increases buy smaller gains. Those gains can keep shrinking, or saturate at a ceiling. A slow rise doesn’t require a hard plateau.

Not all diminishing returns are alike.

Not all diminishing returns are alike. Some are much harder than others.

The classic pre-training scaling laws describe power-law reductions in prediction loss. Many test-time score curves look roughly logarithmic over the measured range. Some multi-agent results flatten much more sharply.

Let’s illustrate this with numbers. In the figure below, every curve earns the same gain from the first doubling of input. The later differences then become visible. The hardest curves share a vertical scale, and each panel states its endpoint.

The same early gain can lead to very different later gains.

Different diminishing returns scaling patterns lead to very different long term results.

For runaway RSI, improvements have to make subsequent improvements arrive faster and faster. Logarithmic returns to the number of AI researchers are too weak to sustain that loop if every further doubling of software efficiency requires a fixed percentage more research. Sub-logarithmic scaling or a plateau are weaker still. The experiments I’ll summarize in the rest of this post aren’t perfect, and I wish we had more data. But the clearest larger-team evidence we have today points to logarithmic or sub-logarithmic intelligence gains. Those look too weak to make RSI self-sustaining, let alone runaway, under the assumptions we’re examining.

What limits multiagent scaling

There are at least three reasons a larger team might be limited in its ability to produce better answers, and probably more. Let’s start with these:

First, coordination skills. Can the agents divide the problem, manage the work, check each other, and combine their results? Can they communicate what matters without spending all their time communicating? A team needs good project management as well as good individual contributors.

Second, homogeneity of thought. Are the agents contributing useful new ideas, or repeating the same approaches and mistakes? A hundred copies can share the same blind spots. More varied answers help only if some of that variety is right.

Third, the structure of the problem. How much can happen in parallel, and how much has to wait for earlier results? A million independent searches can run at once. A sequential investigation can’t. Even figuring out how to divide a conceptual problem may require an insight the team hasn’t found.

Three places where a bigger team can run into limits.

Three places where more agents can run into limits.

These limits interact. A better model can supply an idea its copies previously lacked, find a better division of labor, or recognize a solution the team had been overlooking. A difficult task may become easier to parallelize once somebody discovers the right approach. That’s why the shape of the curve matters, and why it can change.

Before we go further, let’s separate two things: speed, or how quickly agents solve a problem, and collective intelligence, or whether they can solve a harder problem and reach a new level of skill. We’ll use verified benchmark scores as evidence of that intelligence. They aren’t a universal IQ scale.

So far, adding agents seems much more effective at speeding up execution than at raising the level of problem a team can solve.

So far, more agents buy much more speed than extra capability.

So far, using more agents buys us much more speed than extra capability.

Agents can buy you speed at a higher cost

Let’s start with the best case. A million independent jobs. A million candidates to test. A million places to search. Each agent gets useful work it can do without waiting for the others, and a reliable way to check whether it succeeded.

That can scale extremely well. Ten workers may finish ten jobs in the time one worker finishes one. A huge search may find a rare solution that a smaller search misses entirely.

One concerning use of parallel agents is offensive cybersecurity. Lisan al-Ghaib emphasizes this possibility. I disagree with his broader argument about swarm intelligence, but many attacks running in parallel could be extremely powerful. A swarm may not need a conceptual breakthrough to search many targets or try many possible vulnerabilities at once.

That said, penetrating the most secure targets, such as operating systems and browsers, can require long attack chains. Each step depends on earlier discoveries to get through another layer of defenses. Here again, we might find diminishing returns or eventual saturation, even with respect to speed. Indeed, one of the experiments below suggests that.

The speed-cost tradeoff

Toby Ord analyzed how well GPT-5.6 Sol increases the speed of solving problems on different benchmarks, and at what cost. This gives us a useful way to measure the tradeoff. In general, using more agents can help get tasks done more quickly, but at higher total cost than if you’d used fewer agents.

On top of that, the tradeoff varies by the type of task. On command-line tasks (Terminal-Bench), Ord’s analysis finds that four agents can reach the same result about 1.9 times faster, at about 2.1 times the token cost. On web research (BrowseComp), four agents can reach the same result about 2.6 times faster, at about 1.6 times the cost. I’m using the figure below to show how different tasks differ in that speed vs cost tradeoff.

More speed costs more, and the tradeoff varies by task. Based on Toby Ord’s analysis.

More speed costs more, and the tradeoff varies by task. Based on Toby Ord’s analysis. Source.

Why the difference? Web research can often split into independent searches. A command-line task may have to change a shared environment in sequence. Some problems are simply easier to divide among agents than others.

Ord uses lambda, λ, for how speed scales with the number of agents. We’ll come back to it. At λ = 0.5, speed and total compute cost rise by the same factor. A higher λ means speed rises faster than cost.

Opus 5.5 gets more speed out of parallel agents than older models

Inspired by Toby Ord’s analysis, I applied the same approach to Anthropic’s published results on program reconstruction, or ProgramBench. Here again, more speed comes with more cost. But we also see that models within the Claude family are getting better at the speed-cost tradeoff. The newest model, Opus 5.5, gets more speedup for a smaller cost increase than Opus 5 or Fable 5.1.

With five agents, Opus 5.5 gets about 2.7 times its solo speed, compared with 2.2 times for Opus 5, and does so at lower cost. [Note: We’re using total agent runtime as a proxy for cost. Token usage and dollar costs could differ.]

Opus 5.5 gets more speedup for a smaller increase in agent-time.

Opus 5.5 gets more speedup for a smaller cost increase than older AI models. Source.

Speed gains probably get harder as we add more agents

Will these speed-versus-cost gains hold up at hundreds, thousands, or millions of agents? Probably not completely, and certainly not for all tasks.

Some problems are easy to split ten ways, harder to split a hundred ways, and harder still to split among ten thousand agents. More of the work may have to wait for earlier results, and coordinating all those pieces takes work too. Smarter models can get better at this. But my best guess is that, on many problems, each further expansion will buy less speed for the added cost.

Anthropic’s formal math proof benchmark gives us one example.

On the Lean formal math task, we can compare how quickly teams reach the same score. Using Anthropic’s published checkpoints, we estimate the speed and cost of reaching 0.50. The chart starts with ten agents as the baseline.

The next expansion buys less speed for more cost.

On a math proof benchmark, the speed advantage of adding additional agents starts to taper with scale. Source.

From ten to thirty agents, speed improves faster than cost. From thirty to a hundred, cost rises faster than speed. The local speed exponent, λ, falls from about 0.75 to 0.33. The extra agents still save time, but the tradeoff gets worse.

This suggests that even speed gains can taper as we split the work among more agents, let alone gains in intelligence. More agents may add less and less as we approach the limits of how easily a problem divides into subproblems. Better coordination may push those limits outward; the task itself may still impose them.

Intelligence gains face much harder diminishing returns than speed

So in speed, more agents can buy us time at some additional cost. Newer models are improving, but there are probably limits. What about intelligence?

Most arguments for superintelligence go beyond running huge numbers of today’s agents. They posit individual models becoming vastly smarter. There’s a chicken-and-egg problem here. Getting there may require conceptual breakthroughs in machine learning itself, perhaps as profound as the ideas that made modern machine learning possible, or at least as important as the Transformer and reasoning models. Parallel search may not be enough to find them. Anthropic has identified ambitious research ideas as an area where current models lag behind humans.

In the previous post, I argued that today’s measured gains from smarter models are roughly five to ten times too weak to produce a self-sustaining feedback loop. But what about running enormous numbers of our best models in parallel? Can a massive team of frontier agents that aren’t yet superintelligent invent a new architecture, a new learning method, or the idea needed to build a much smarter successor? That’s the heart of the question.

For runaway RSI, those discoveries have to overcome the diminishing returns we discussed in the last post. Here are three places they appear.

The diminishing returns a runaway research loop has to change.

The diminishing returns a runaway research loop has to change or overcome.

The pre-training example comes from the Chinchilla scaling fit. The reinforcement-learning example comes from ScaleRL. The inference row describes the test-time math curves we discussed previously. The goal is better returns to data and compute, and gains that continue longer before flattening.

My expectation is that we’ll get easy AI improvements through work we can automate, parallelize, and search. But to get very large benefits, and runaway RSI, I expect we’ll need conceptual breakthroughs. That’s why the intelligence of each model matters so much.

Bear in mind that we’ve observed these sorts of diminishing returns in machine learning for more than thirty years. Power-law learning curves were measured in 1993. They appear to be a fundamental feature of machine learning as we know it. We shouldn’t assume they’ll be trivially changed, or that we’ll suddenly find a way to improve AI without diminishing returns. That would be a revolution. Discovering such a route might itself require far smarter minds, and we don’t know whether the mathematics of learning would permit it across the problems we care about.

That doesn’t mean there haven’t been big improvements. The transformer and reasoning models have moved the field forward enormously. But, as we saw in the previous post, a runaway feedback loop needs enough acceleration to keep outweighing the obstacles, again and again. As ideas get harder to find, we may need a faster research pace just to maintain today’s rate of progress. Anthropic’s assessment suggests that better AI tools are becoming necessary just to maintain the current pace of AI progress.

Example one: GPT-5.6 cybersecurity gains shrink with more agents

OpenAI’s GPT-5.6 Sol results provide a useful example on cybersecurity. SEC-Bench Pro tests the generation of proof-of-concept demonstrations of software vulnerabilities. This is a particular security task, not a measure of coding ability in general. The reported peak scores are approximately 71.2 with one agent, 74.3 with four, and 76.4 with sixteen.

On this cybersecurity test, sixteen times as many agents buy about 5.2 score points. The first fourfold increase adds 3.1 points; the next adds only 2.1. There’s still plenty of room below a perfect score, but the gain on this test is shrinking, even with multiplication of the number of agents. This is sub-logarithmic scaling.

On SEC-Bench Pro, each expansion buys fewer score points.

On SEC-Bench Pro, each expansion buys fewer score points, showing sub-log scaling. Source.

These agents could coordinate through OpenAI’s ultra setup. This is already a test of collaboration, not just a stack of independent guesses. The points are the best reported results across different budgets, rather than an equal-compute comparison.

Example two: A smarter model did more for OpenAI’s math results than more agents

When OpenAI announced its Navier–Stokes result, the 10,000 agents attracted enormous excitement. Interviewing Noam Brown, Dwarkesh Patel said he was “shocked by the scale of cognitive effort” concentrated into such a short run.

But how much did those extra agents contribute? Brown, an OpenAI researcher who helped develop o1 and now works on multi-agent systems, was emphatic:

“I wouldn’t even attribute 10% of the credit to multi-agent.”

He credits the smarter underlying model. OpenAI hadn’t run the single-agent experiment needed to isolate the swarm’s contribution. Brown’s estimate is a judgment, but it directly challenges the idea that the sheer number of agents was the decisive ingredient.

Example three: Formal math proof gains diminish sharply after ten Opus 5.5 agents

Formal mathematical work seems especially analogous to the conceptual breakthroughs AI research may need. It demands a chain of valid reasoning, sometimes with a new insight that makes the whole problem tractable. Formalizing existing mathematics isn’t the same as inventing a new learning algorithm, but it’s a useful place to look.

And here we find almost no extra gain when Opus 5.5 grows from ten parallel agents to a hundred. Anthropic’s system card tests teams on 49 weighted theorem statements, checked in Lean. Each team gets 24 hours. The first tenfold expansion adds 27 score points; the next adds just two.

On these math proofs, most of the gain arrives by ten agents.

On these math proofs, most of the gain arrives by ten agents. This is steeply sub-logarithmic scaling, and possibly saturation Source.

These agents could communicate, share a machine and Git repository, and organize their work. The hundred-agent team even developed a hierarchy with twelve sub-leads. It could also use ten times as much aggregate agent runtime as the ten-agent team over the same day. That isn’t a measured tenfold increase in tokens, but it gives the larger team much more room to work.

We still didn’t get over the hump. This won’t necessarily stay true, but the diminishing returns are incredibly steep here, possibly pointing toward a plateau.

What the formal math proof slowdown suggests

Opus 5.5 starts smarter than the older models and gets more speedup from parallel agents on ProgramBench. It clearly can put additional agents to useful work. So why do intelligence gains nearly stop on these math proofs? Two possibilities stand out:

  • The remaining work may be hard to parallelize. Later steps depend on understanding earlier results.

  • The remaining problems may need insights the model can’t find, however many copies we run. Intelligence may matter more than agent population or speed.

We haven’t isolated the cause. But a thousand copies don’t automatically supply the insight one copy is missing.

Example four: A smarter model beats ten times the agents on math proofs

Looking at the same math results, we see something striking. Ten Opus 5.5 agents get a higher score than a hundred Fable 5.1 or Opus 5.0 agents. Opus 5.5 starts much higher than the older models. It improves substantially with ten agents, then barely improves with a hundred. But at 10 it’s already better than Fable or Opus 5’s results with a hundred agents.

Opus 5.5 starts stronger, but its team gains flatten quickly.

Opus 5.5 starts stronger, but its team gains flatten quickly. Source.

Ten Opus 5.5 agents beat a hundred Opus 5 agents on these math proofs. They beat a hundred Fable 5.1 agents too. The stronger model does more with one-tenth as many agents.

Ten Opus 5.5 agents beat a hundred older-model agents.

Ten Opus 5.5 agents are able to solve problems a hundred older-model agents can’t. Source.

We saw an analogous pattern with test-time compute in the previous post. OpenAI’s internal model starts far above Astra on the curated math problems below. Even its lowest displayed result beats Astra’s highest. Changing the model gives a much bigger boost than spending more compute on Astra over the tested range.

A stronger model makes the bigger difference on these math problems.

A stronger model makes the bigger difference than more test-time compute in solving previously-unsolved math problems. Source.

A rough extrapolation of Astra’s line suggests it would need about 300 times as much compute as the internal model to match the internal model’s lowest plotted score. And that extrapolation itself is an unknown. It’s quite possible that Astra would just plateau before ever matching the OpenAI internal model’s results with far less compute.

What about diversity?

Does adding different minds help? A study of model and persona diversity found substantial gains as diverse teams grew to eight agents. After that, the average across its tasks barely moved.

Diversity helps, but the gains flatten after about eight agents.

Diversity of AI models helps, but the gains flatten after eight to twelve agents. Source.

Other approaches, including X-MAS and Aitchison and colleagues’ forecasting study, find useful gains from combining different models. But none of these results demonstrates sustained improvement over many expansions of the team. The first study directly shows flattening; the others test smaller ranges.

It’s plausible that today’s models simply aren’t diverse enough. LLMs often produce strikingly similar ideas. Perhaps we need bigger changes in how these minds are trained. We’ll return to whether more deliberately different agents could change the curves.

The Best Examples of Multi Agents Improving Collective Intelligence

All of the above examples show sub-logarithmic scaling, roughly the hardest kind. That said, some experiments show slightly easier diminishing returns, indicating roughly the same gain from each multiplication of parallel work. That’s logarithmic scaling. It’s better, but still steep diminishing returns. If that’s how useful research grows while each further AI improvement gets harder to find, even billions of agents don’t make a self-sustaining RSI loop look plausible.

In Ryan Greenblatt’s ARC experiment, a model generated and checked many candidate programs. More samples kept improving its score, by roughly the same amount per doubling. This is parallel search rather than a communicating research team, but it gives us a useful comparison.

Parallel search keeps improving, with logarithmic returns.

Parallel search keeps improving, with logarithmic returns. Source.

A molecular-exploration study found a similar logarithmic pattern as it grew from one to 128 agents. Multiple agents explored chemical targets more effectively than one agent given the same total evaluation budget. Each agent learned as it searched.

More agents explore more chemical targets, with diminishing returns.

More AI agents explore more chemical targets, with logarithmic diminishing returns. Source.

There are encouraging results from communicating teams too, including Argus on web research and Microsoft and Berkeley’s work on ARC-AGI-3. The latter finds unusually strong gains from one to five agents. Those results deserve attention; we still need to see what happens with much larger teams.

Logarithmic gains are better than the sub-logarithmic curves we saw earlier. Each tenfold expansion keeps buying the same extra increment, instead of less each time. But both shapes rise drastically more slowly than the research gains assumed in hypothetical models of self-sustaining or runaway RSI. Let’s put them side by side.

Which problems should scale best

Some work can be split into independent searches or experiments. Other work needs the previous result before it can proceed. And some problems may need a higher level of intelligence or a conceptual breakthrough before we even know how to divide them. Here’s a very tentative and relatively subjective stab at which problems will scale best and worse with multiple agents. The chart runs from work that seems easiest to parallelize at the top to the hardest at the bottom. I’m sure others have many thoughts here, and that this can be much improved upon.

From work that seems easiest to parallelize to the hardest.

From work that seems easiest to parallelize to the hardest.

What does this mean for runaway RSI

Will a million or a billion parallel AIs get us to self-sustaining or runaway RSI? Let’s do the math.

Hypothetical software-RSI models assume that a growing number of AI researchers produces a much larger stream of discoveries. Those discoveries make AI cheaper or more productive, allowing the next round of research to grow again.

There’s a strong case for gains in speed and for searching more of a well-defined space. Even speed gains, as we’ve seen, can taper. Intelligence is much harder to boost through parallel agents. In several experiments, peak problem-solving performance (what I’m referring to here as intelligence) rises dramatically more slowly than speed.

Here’s what three software-RSI models assume:

  • Chan and colleagues (2026): doubling effective research labor produces about 2.6 times the rate of software improvement, holding the software level fixed. I find that implausible as a general assumption about adding copies of today’s AI models. The clearest large-team intelligence experiments look nothing like that.

  • Eth and Davidson (2025): their illustrative team produces twice as many papers from twice as many researchers. The accelerating example assumes that the number of researchers grows faster than the work required for each further improvement.

  • Tom Davidson and Tom Houlden (2025): their central exponent for parallel research effort is 0.6. Ten times the labor gives about four times the research pace. They cut that exponent in half, to 0.3, when experimental compute is held fixed and becomes a bottleneck. The benchmark reports above don’t appear to have been limited by experimental compute, so we’re using 0.6 here.

The top half of the next chart shows research-output relationships used in hypothetical RSI models where AI self-improvement can sustain itself or accelerate. The bottom half shows real-world intelligence shapes from the benchmark experiments. Those experiments show dramatically less gain from running parallel agents than the hypothetical RSI models assume.

Hypothetical research curves rise much faster than these benchmark shapes.

Hypothetical research curves rise much faster than these benchmark shapes.

Let’s put these onto a single chart. We give every curve the same gain from its first expansion from one to ten agents or researchers, so we can compare their shapes.

The same starting gain, very different later returns.

The same starting gain, very different later returns.

Now let’s zoom in on the gap. The real-world shapes sit in a very different zone from the gains assumed in those RSI models, even when we let the math-proof curve keep rising slowly.

Zooming in makes the gap clearer.

Zooming in makes the gap clearer. Hypothetical RSI models show much faster gains from adding more agents than empirical models based on real-world experiments.

Today’s hypothetical RSI models assume gains from additional AI researchers that we haven’t seen in these real-world experiments. Removing humans from the loop doesn’t remove shared blind spots or sequential dependencies. Adding more copies of today’s models hasn’t shown the sustained intelligence gains that may be needed for repeated conceptual breakthroughs.

Will agents get better at scaling?

I do expect better AI models to get better at spreading work across agents: dividing the problem, managing collaborators, and combining what they find. We’ve already seen progress in speed on program reconstruction. We haven’t seen a clear trend toward better multi-agent intelligence scaling in the math results. More on that in a moment.

First, an encouraging analogy: single-agent thinking-time scaling. Toby Ord’s analysis suggests that humans get more relative benefit from additional time than these AIs get from additional reasoning tokens. That may surprise people. But newer models are getting closer to the human reference on these cybersecurity tasks.

AI agents can get stuck in cognitive ruts, repeating or refining an approach that isn’t getting them far. Newer models seem to be improving at how they use extended thinking.

Newer models make better use of extra thinking tokens on these cyber tasks.

Newer models make better use of extra thinking tokens on these cyber tasks. Source.

This isn’t multi-agent scaling, but it’s encouraging. AIs were poor at turning more thinking into harder solved tasks, and that scaling parameter improved. They might eventually pass the human reference. That’s part of why I don’t see runaway RSI as imminent, yet think it could become more plausible as these capabilities change.

We’ve also seen new findings on helping agents escape their ruts and use more thinking time productively. The new Fork-and-Flush study periodically creates parallel branches that keep the accumulated work but start with fresh chat contexts, then continues from the best branch. It improved results across thirteen research and engineering tasks at the same compute budget. That’s a concrete research direction for using additional work more effectively.

So, have we seen a similar improvement in multi-agent scaling? For speed, sometimes. For intelligence, there’s no clear direction, so far, at least on formal math proofs. Opus 5.5 gets more speedup for a smaller cost increase on program reconstruction. But the score gains in the chart below are noisy, and newer models don’t consistently get a larger boost from additional agents.

Newer models don’t consistently get bigger gains from larger math-proof teams.

Newer models don’t get consistently large gains from larger math-proof teams. Source.

That doesn’t mean better multi-agent scaling won’t happen. I expect the labs to work hard on coordination. Improving diversity of thought is a more open research question, but I’m sure it’s at least somewhat tractable given sufficient effort. The structure of the problem may impose the hardest limits: some discoveries have to happen before the next useful step becomes possible. We don’t yet know how much each of these constraints contributes.

Summarizing what we’ve seen, here’s an update on the conceptual limits to multi-agent scaling.

What we’ve learned so far, and where the hardest limits might be.

What we’ve learned so far, and where the hardest limits might be.

Can we build minds that think more differently?

Frontier models share many of the same broad training ingredients: overlapping public data, related algorithms, and similar reasoning and coding exercises. So how different are these minds really?

The Artificial Hivemind study found striking similarities in models’ open-ended responses. A creativity study involving 467 people likewise found that adding AI responses eventually contributed less diversity than adding human responses. These experiments suggest that AI agents can bring less diversity of thought than an equal number of humans on these tasks, which may limit how much we get from parallel agents.

Can we make agents more different from each other? Very likely. Here are four ideas. I’m sure there are others:

  • Different training experiences: vary data mixtures, curricula, reinforcement-learning environments, and reward objectives to develop strong agents that favor different useful approaches.

  • Complementary specializations: combine agents trained for conjecturing, finding lemmas, searching for counterexamples, and checking proofs. Test whether their strengths combine into results no member reliably achieves alone.

  • Independent proposals before discussion: let agents develop approaches before seeing one another’s answers, then exchange evidence and criticism. Test whether this reduces early convergence on the same mistake.

  • Teams chosen for complementary errors: select members whose successes and failures overlap less, rather than relying only on individual benchmark rank. Measure whether the team finds more verified solutions as it grows.

How to measure agentic scaling improvements

As we discussed in the previous post, we’re going off of scant data here. This model could be wrong. Or newer AI versions could get sufficiently better at doing parallel work that these diminishing returns would change. If that happens, we need to be aware of it.

How would we track this? I’d propose measuring three things from new AI models across a variety of problem times. Across each task type, and especially across real world AI research, measure three parameters and track how they change as newer models arrive:

  • G - Intelligence scaling: How much verified task performance does each multiplication of agents add? Measure local score gains, slopes, or exponents as appropriate. This is a task-specific proxy for collective intelligence, not a universal intelligence unit.

  • λ - Speed-cost scaling: How much faster does the team reach the same result, and how much more total compute or agent-time does it use? Track the speed exponent λ over successive team-size ranges.

  • N - Where gains weaken or saturate: At what team size do the score or speed curves bend, or approach a ceiling? Does the bend or onset of saturation move outward with newer models?

Track intelligence gains, the speed-cost tradeoff, and where gains weaken or saturate.

Track intelligence gains, the speed-cost tradeoff, and where gains weaken or saturate.

G and N answer two different questions. How much extra benchmark score does a defined team expansion buy, and how many agents can we add before those gains flatten? In the illustration below, G is the gain from one to ten agents. N is the agent count where the curve reaches its plateau. A real curve may have a gradual bend rather than a sharp plateau, or no plateau within the tested range.

One hypothetical benchmark curve. G is the added score from a specified expansion of the team; N is the agent count where gains flatten. The illustrated sharp plateau is not assumed for every real task.

One hypothetical benchmark curve. G is the added score from a specified expansion of the team; N is the agent count where gains flatten. The illustrated sharp plateau is not assumed for every real task.

Watch these parameters over time, especially G and N. Don’t stop at one to ten agents. Measure the gains from 1→10, 10→100, and 100→1,000 agents, separately, on each benchmark. A newer model might scale better over the first interval and worse over the next. We need to know whether the gains improve and whether the bend moves outward.

Three hypothetical trends for added benchmark score across model generations. Measure each expansion separately: 1 to 10, 10 to 100, and 100 to 1,000 agents. Different intervals can follow different paths.

Three hypothetical trends for added benchmark score across model generations. Measure each expansion separately: 1 to 10, 10 to 100, and 100 to 1,000 agents. Different intervals can follow different paths.

We especially need to track these trends for actual internal AI research. Are newer models getting bigger gains from larger teams? Are those teams producing more verified discoveries and better successor models? That’s what would tell us whether massive parallel teams are getting closer to the conceptual breakthroughs RSI may need.

The Anthropic test and what would change my mind

Anthropic has given us a concrete test to watch. Its October employment report shows research agents logging about nine hours for every human work-hour by mid-July, and nineteen by late August. The company-wide ratio reached about six.

Research agent runtime rises to about nine hours per human work-hour by mid-July and nineteen by late August. These hours include longer operation as well as parallel agents.

Research agent runtime rises to about nine hours per human work-hour by mid-July and nineteen by late August. These hours include longer operation as well as parallel agents. Source.

Let’s make a generous assumption: each agent-hour is as valuable as a human research-hour, with the number of human researchers unchanged. Agents can run throughout the 168-hour week. Anthropic’s runtime ratios already count those extra operating hours against a forty-hour human week.

On that assumption, July’s nine agent-hours plus one human hour amount to ten times the labor of humans alone. August’s total is twenty times. But Anthropic already had roughly one agent-hour per human hour in April. Compared with that observed baseline, total labor grew fivefold by July and tenfold by August.

What should that do to research? Treat the added labor as parallel research effort. Davidson and Houlden’s relationships imply about 2–4 times April’s research pace by August, depending on whether experimental compute becomes a bottleneck. Applying the labor exponent used by Alan Chan and colleagues, including Geoffrey Hinton and Yoshua Bengio, gives about 25 times. Log scaling gives about twice the pace. Our sub-log shapes give only about 1.1–1.8 times.

Now translate research pace into the Epoch Capabilities Index (ECI). Suppose software research supplies half of baseline capability improvement, while the compute-growth contribution stays unchanged. Then four times the software pace means about 2.5 times the overall ECI slope, not four times. We’re already discounting the software boost. Other obstacles could reduce it further.

Allow six months from research to public release. Here’s what those assumptions imply for January and February 2027. The top group uses hypothetical RSI research relationships; the bottom group extends experimental benchmark shapes.

Conditional ECI slope estimates, six months after the labor increase.

What different RSI models predict we should see in the pace of AI improvement (using ECI slope), six months after an AI labor increase. Source.

Why do log scaling and Davidson-Houlden’s power 0.3 nearly tie? This is only a tenfold labor increase from April to August. At that scale, both calibrations give about twice the software pace. By 100 agents and then a billion, the hypothetical power law curve pulls far ahead of the experimentally-observed log and sub-log scaling rules.

Around late May, agents were already logging about three hours per human hour: twice April’s total labor on our assumption. With a six-month lag, that earlier signal would arrive around November.

These tests have many different assumptions, including equal value per hour and treating added runtime as parallel labor. I’m open to refining them on how others think about this. In measurement, we should judge the AI pace of improvement as the rate of at which ECI score goes up over successive releases, allowing for development and publication delays.

My expectation - and how I’ll update if I’m wrong

Personally, I don’t expect to see sustained acceleration of Anthropic’s AI progress (as measured by ECI) through the first half of 2027, and certainly not one as large as these simple extrapolations from the hypothetical models of Davidson and Houlden or Chan and colleagues suggest. If anything, I expect acceleration at the low end of the sub-log scaling bar at the bottom of the chart.

I could be wrong for many reasons. Parallel search of different AI training parameters, or use of AI to code new RL environments, or gains from AIs combining existing ideas in the literature could all make a bigger difference than I expect. Or, at the next increment of AI improvement, AIs could start making much more major advances in machine learning theory that allow us to bend the scaling laws and other diminishing returns that AI faces, or to add new axis of scaling, as reasoning models did.

On the other hand, while more parallel search and recombination of existing ideas seems highly likely, they may not bring huge advantages, and the AIs we’re making today might not find conceptual breakthroughs. Atop that, ideas probably really are getting harder to find in AI, and that may chew up some or all of the increased capacity of AI to work on improving itself.

We shall see. If we see the rate of AI improvement increase significantly, I’ll update my views in proportion to what the data show.

In summary, for now, multi-agent scaling shows incredibly steep diminishing returns to model intelligence, or the ability to reach conceptual breakthroughs. I expect those sorts of breakthroughs to be necessary for major AI advances and for self-sustaining RSI, let alone a runaway intelligence explosion. And at the same time, we’re all operating on far too little real world data. The most important thing we can do now and for the months and years ahead is to rigorously collect that data, and use it to update our forecasts of the future.


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Monday assorted links

1. More on Nigerian and African mega-cities, by the great David Pilling (FT).

2. Quantum gravity labor arbitrage.

3. New (non-AI) claims about consciousness.  And more here.

4. “Stop Pink-Washing Patriarchy!”

5. How well do LLMs predict household behavior?

6. The Anthropic Public Benefit Fund.  And a numerical estimate.

7. Yup.

8. Companies are balking at tokenized shares (WSJ).

The post Monday assorted links appeared first on Marginal REVOLUTION.

       

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A Chinese rocket deorbited over Minnesota and left this in a farmer's cornfield

About a month ago, a Chinese rocket took off from a remote spaceport in the Gobi Desert, released 10 satellites into orbit, then reignited its engine and put itself on a trajectory to rain down debris over the American Midwest.

The rocket's flight on September 15 lasted between 75 and 80 minutes, and it came down without completing a full orbit of the Earth. Social media posts at the time showed streaks of fiery debris falling from the sky, heading north over Kansas toward Minnesota. The overnight spectacle was also visible on the western horizon from Wisconsin.

The exact time, location, and direction of the debris allowed experts to connect it to the launch of a Zhuque-2E rocket, a medium-lift vehicle built by a Chinese company called LandSpace. The rocket had launched from Dongfeng, a commercial launch zone co-located with the military-run Jiuquan Satellite Launch Center in northwestern China, less than two hours before.

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Everybody loves Barack

Photo by Pete Souza

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In 2024, Donald Trump beat Kamala Harris in Iowa by 13 points. Though Barack Obama won the state twice, we all know that was a different time; today Iowa has moved significantly to the right, which is why all six of its representatives in the House and Senate are Republicans, the GOP enjoys huge majorities in the state legislature, and there’s only one Democrat elected statewide there (Rob Sand, the party’s nominee for governor, is the state auditor).

So you’d think that a decade after he left office, Obama would be, if not persona non grata in Iowa, at least someone the moderate Democrats there wouldn’t be all that eager to be seen with. Yet here he is, appearing in an ad for Democratic Senate nominee Josh Turek:

Obama also cut an ad for Mississippi Senate candidate Scott Colom, and he’s going to campaign in Michigan with Abdul El-Sayed and Jocelyn Benson, and in Ohio — another state Trump won three times — with Sherrod Brown and Amy Acton. I’m sure that by election day, he will have made some more appearances in other key states.

He can do that because, in an age of bitter polarization, Obama is far and away the most popular living president. Here are some figures from a CNN/SSRS poll taken in May:

It’s a little odd that so many people have no opinion of so many of these, and also that there’s still so much ill-feeling toward Biden. But the key point for now is that Obama is way more popular than any of the others; he gets a net score (approval minus disapproval) of +25, compared to +9 for Bush (man do people have short memories), -1 for Clinton, -21 for Trump, and -24 for Biden.

A few years ago, Gallup asked people to look back at ex-presidents, and Obama did very well there too:

That was before Trump got back into office and screwed everything up so badly. More recently, YouGov had respondents rate all the presidents, and Obama did fantastic: He came in seventh overall with a 64% positive rating, trailing only Lincoln, Kennedy, Washington, Teddy Roosevelt, FDR, and Jefferson. One thing is clear: Americans just love them some Barack Obama.

I can already hear my lefty friends saying “What about the drone killings? What about the weak record on judges? What about letting Republicans force him into pointless austerity for the purpose of deficit reduction? What about his endless desire to find common ground with the opponents who were committed to his destruction?” Those are all valid criticisms.

Nevertheless, the Trump era has only made Obama look better, and I’m guessing that’s true even for some people who voted for Trump. Is it because his time in office featured steady economic improvement with no recessions? Partly, but more important may be the spirit of dignity and calm he brought to the office. Even if you didn’t agree with him on policy, you knew he wasn’t going to do something crazy or embarrassing on any given day.

I suspect that Obama’s current popularity has a lot to do with his personal virtues, which seem even more important when contrasted with the walking collection of character flaws that is Donald Trump. He was thoughtful, erudite, polite even to his opponents, and maintained an ethical standard that is what we should expect from any president but today looks almost superhuman. There were no corruption scandals during his time in office, no self-enrichment, no bribe-taking, and no petty vindictiveness. An American traveling abroad would never find themselves embarrassed that he was our president. For all the disappointments and missed opportunities of his time in office, in some important ways, Obama embodied the best of what America can be, while Trump embodies the worst of what America is.

Right now, Trump is traveling to mostly red states in an effort to prop up candidates who would almost certainly rather he stayed in Washington so they won’t be associated with him. Meanwhile, Democrats in swing states are happy to have Obama campaign with them. There’s a lesson here that Democrats should carry into the future.

When Ronald Reagan left office, some of his supporters started what they call the Ronald Reagan Legacy Project, with the goal of having something named after Reagan — a park, a road, a school — in every county in America. It was a forward-looking ideological project, with the goal of convincing Americans that Reagan’s beliefs, especially in low taxes and small government, are so self-evidently good that they should be beyond question.

Liberals may be reluctant to put the same energy into a Barack Obama Legacy Project, but at the moment they don’t really have to. What they should do, on the other hand, is mount a Donald Trump Ignominy Project, meant to remind Americans for years to come of what a disaster this president was, and how anyone associated with him should hide their faces in shame forevermore.

Politics is about the present and the future, but it’s also about how we remember the past. And right now, the years between 2008 and 2016 are looking pretty darn good to most Americans. It’s something to build on.

Thank you for reading The Cross Section. This site has no paywall, so I depend on the generosity of readers to sustain the work I present here. If you find what you read valuable and would like it to continue, consider becoming a paid subscriber.

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Fusion Device

I don't see why people have trouble doing this at room temperature. Using hot rivets would honestly have been MORE work.

No, DataCenters are Not Crowding-Out Other Investments

Based on charts like the one at right, Paul Krugman and many others are arguing that:

Massive spending on data centers is crowding out investment in everything else in the economy.

Not so fast. Can you see one immediate problem? How is $51b in data center construction spending crowding out $120b in everything else!

Indeed, crowding out in the standard loanable funds model is generically less than 1 to 1–that is, $51b of additional spending will crowd out less than $51b of other investment spending. The standard analysis is that increased investment demand/borrowing increases interest rates–the higher interest rate reduces investment demand elsewhere (that’s the crowding out) but the higher interest rate also increases savings so investment elsewhere falls by less than the increase in tech investment. Here’s the classic graph from our textbook, Modern Principles. In the graph, we explain crowding out in terms of government borrowing but formally the diagram is the same with tech borrowing substituting for government borrowing:


Although the diagram is formally identical with private borrowing or government borrowing the term crowding-out is usually reserved for the latter. Private borrowing faces the market test so “crowding out” in that context simply means funds flowing from lower value to higher valued uses–it’s a benefit. Government borrowing doesn’t face the same market test and so we need to remind people that it comes at a cost. Let’s put this point aside, however.

Krugman doesn’t point out the problem with Rattner’s graph but he does substitute with a graph of his own (shown below) which compares all “tech” investment with all other investment as a share of GDP. On the surface that seems to at least get the ratios in more plausible alignment but there are a few problems. First, the numbers are on a different order of magnitude. Rattner has annual datacenter investment rising to $51b (annual rate) over a more than two year period. Krugman has tech spending rising to ~$539b over a similar period–so far more than datacenters or AI as conventionally considered is being counted. That’s fine–but Krugman is relying here on datacenter discontent while actually discussing something different. But there is another problem.

Krugman’s graph is in terms of shares of GDP and as one share is going up, another is going down which is meant to be suggestive of crowding out–except GDP is increasing. Let’s regraph the same data in dollars and in real terms:

Now the picture looks different. From 2023 Q2 to 2026 Q2, real tech investment rose about 46%, while other real investment rose about 3%. Other investment has weakened since its 2024 peak, but it remains above its starting level. This does not rule out crowding out: other investment might have grown faster without the tech boom. But we have now gone from charts suggesting that crowding out was absolute to arguing that it was relative to GDP and relative to a counter-factual which cannot be identified with these graphs.

So what is really going on? Real interest rates are up since the pandemic but most of the increase happened before the AI investment boom. The average 10-year TIPS yield rose from −1.00% in late 2021 to 1.49% in late 2022. In comparison, the increase in rates over the Rattner/Krugman chart-periods are only .5 and 0.68 percentage points respectively, relatively small potatoes to hang a crowding out story.

Moreover, current real rates are ~2-3%, in line with historical averages and hardly prohibitive. If there are good projects they can be funded.

Why did real rates rise if not datacenter borrowing? There are many possible explanations: recovery from unusually low rates during the pandemic, Federal borrowing, maybe even a quite different tech story in which greater expectations of future wealth are reducing savings today (like the reputed AI workers who have taken up smoking because they expect a future cure for lung cancer). But note that real rates are up across advanced economies, not just here, even though most of the AI spending is here–this further weakens the case for crowding out of US investment, as the world saving base is much larger than the US base.

Bottom line is that I think a more plausible story is that two things are happening at once: tariffs, uncertainty, and other forces including the fading of Biden-era CHIPS and IRA subsidies have weakened investment outside AI-tech. The AI boom in contrast has supported overall investment. In other words, rather than datacenters and AI investment “crowding out” other investment, my interpretation is that AI investment is a bright spot in what would otherwise be a more negative economy.

Hat tip: Arpit Gupta.

The post No, DataCenters are Not Crowding-Out Other Investments appeared first on Marginal REVOLUTION.

       

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Horrible, unmanly, indispensable

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Renaissance Italians saw the gun as the Devil’s work. But soon they embraced this unchivalrous – and necessary – weapon

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A vocabulary for the future: nature

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For the philosopher Bruno Latour, seeing anything ‘natural’ as good and the ‘artificial’ as bad is perversely human-centric

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On Eli Valdez

So some of you might know I’m married to a saint.

And some of you might not know I’m married to a saint.

To end the suspense: I’m married to a saint.

Her name is Catherine Pearlman, and seven years she came home and asked, “How weird would it be if I donate a kidney to a stranger.”

Um, weird.

But not weird.

See, when one winds up rolling with a social worker, he gets a partner with a big heart; with compassion; with empathy; with a ceaseless need to give back. And, earlier that day, Catherine had been in a Starbucks when she saw this flyer …

In case it’s too blurry, a woman named Monica Valdez was seeking a kidney for her husband, Eli. He was O+. Catherine is O+. So my wife reached out, had some tests and—before long—was inside UCLA’s Medical Center, having her kidney removed and placed into another person’s body.

We met Monica and Eli for the first time that day. And, oftentimes, the story sort of begins and ends there. Hi. Hi. Thank you. You’re welcome. We’re thrilled to have a new kidney. Enjoy it. OK, bye. Bye.

Lives split apart.

Not for us, though. Within a quick span, Monica and Eli became family members—and vice versa. We spent Christmas Eve at their house. They spent Chanukah at our house. We celebrated birthdays together, graduations together. Dined regularly, went to concerts, ballgames. Kidney transplant anniversaries. I am not exaggerating when I call this, in a sense, the greatest of love stories. A kidney brought two families together, and those two families merged into one unit. Catherine and I came to love Monica and Eli as we do our own siblings. Truly, deeply.

A week and a half ago, Eli died suddenly. He was 52.

We are devastated. More than devastated. Crushed. Destroyed. Empty. Eli wasn’t just a dude who received a kidney. He was as giving and compassionate as you’ll find. I want to repeat that, because it sounds cliches but is entirely true: Eli Valdez was as giving and compassionate as you’ll find. All he did was give. Gifts, compliments, kindness. I’ve never known anyone like him.

Or, put different: My son Emmett once complimented Eli’s watch.

“Have it, bro,” Eli said.

“Eli,” Emmett replied, “I can’t take your watch.”

“But you’ll use it more than I do.”

He didn’t take the watch—but Eli wanted him to.

I digress.

Monica (equally wonderful) is suddenly on her own, and what was a beautiful life journey has gone horribly dark. Hence, Catherine and I have started a GoFundMe to help her stay afloat in the aftermath. She and her husband were of modest means. They were the most amazing kind of generous: Eternally giving without thinking of themselves.

If you’d like to aid in a worthy cause, it’d be appreciated.

If nothing else, please pray for Monica’s strength and well-being.

Thank you.

— Jeff Pearlman

October 18, 2026

Tonight Lingling Wei, Alex Leary, Thomas Grove, and Josh Dawsey of the Wall Street Journal reported that Russia’s president Vladimir Putin has proposed a meeting next month with Trump and China’s president Xi Jinping to decide the fate of Ukraine.

The reporters explained that a three-way summit with China and the U.S. would cement Russia’s status as one of the world’s three great powers, a status Putin has sought since 2000 when he entered the Kremlin. Such a summit would formally acknowledge that the U.S. had broken from Europe and allied with Russia, a goal for Putin as he tries to take control of Ukraine.

A former Russian intelligence officer told the reporters that the summit would replace the rules-based international order established by the United States and its allies and partners after World War II with a system that divides the globe into spheres of influence.

After ten years of Trump insisting that reports of his cooperation with Russia were a hoax, here we are, watching one profoundly unpopular man tear apart the global system under which we have lived for eighty years in order to climb into bed with Vladimir Putin.

In just over a week, Trump has lifted sanctions on the sale of Russian oil on the global market, a way both to send desperately needed money to Russia to fund its war on Ukraine and to begin the process of reintegrating Russia into the global economy. Either Trump or Musk or both appear to have slowed down Starlink and Starshield—the two systems that manage communications for defense and offensive drones, respectively—making them inoperable during one of the worst Russian bombardments of the war. And on Friday, Trump waived additional sanctions Congress demanded in a recent law named for the late Senator Lindsey Graham (R-SC) two days before the sanctions were to go into effect.

Putin confidant Kirill Dmitriev, who manages Russia’s sovereign wealth fund, reposted an AI-generated image of the U.S. eagle standing next to a Russian bear, snarling at a British lion standing next to the flag of the European Union—the U.S. and Russia standing shoulder to shoulder against the United Kingdom and Europe—with the caption “Things Have Changed…”

Over the post, Dmitriev wrote: “Together.” He cheered on Trump’s waiving of the sanctions imposed by the Graham Act and, in response to a post claiming that Trump’s move to bolster Russia had caused panic in Europe and Ukraine, posted: “Checkmate.”

In The Atlantic, national security scholar Tom Nichols noted with evident disgust: “The American commander in chief has abandoned the Western order, the most successful—and powerful—security arrangement in human history.” This decision, Nichols wrote, appears to have had nothing to do with the national interest of the United States. Instead, Trump appears to have thrown out the world order because of his own personal interests, his admiration for Putin, his resentment of Ukraine’s president Volodymyr Zelensky, “and quite possibly other factors that so far have remained obscured from the American public.”

Outrage over Trump’s actions has come from across the political spectrum. Nichols notes that former federal prosecutor turned conservative commenter Andrew McCarthy wrote that Trump is giving Putin “aid and comfort.” Those words echo Article III, Section 3 of the Constitution, which defines treason against the United States, as “levying War against them, or in adhering to their Enemies, giving them Aid and Comfort.”

McCarthy’s blistering article in the National Review on Saturday reminds readers that Putin is a murderous dictator who is actively supporting Iran’s military operations against the United States with both intelligence and drones and provoking U.S. allies in the North Atlantic Treaty Organization (NATO). And yet Trump is siding with him against Ukraine, a U.S. ally. McCarthy demanded Congress hold “immediate hearings about this week’s shocking escalation of the Trump-Putin alliance.”

The backlash appears to have pushed Trump to try to justify his gutting of the Graham Act, at least. This afternoon, he posted on social media: “My decision on Russia is a very simple one.” He went on to claim that he didn’t want “to do anything that will drive, foolishly, Russia away from the bargaining table” in the quest for a peace deal with Ukraine. He shrugged off Russia’s support for Iran in its war against the U.S. by suggesting it “is doing very little, if anything, to help the Islamic Republic of Iran, compared to what they could be doing, and I want to keep it that way.” And then he attacked Zelensky, blaming Ukrainian attacks on Russian refineries rather than his own war on Iran for the high cost of diesel in the U.S. and claiming that Zelensky “doesn’t want to end this war, and probably never did.”

Nichols tore through this screed, calling it a pathetic admission of Trump’s weakness “in his relationship with the Kremlin boss.” “The leader of the most powerful nation on the planet,” Nichols pointed out, “is trying to get everyone else, including the American Congress, to avoid antagonizing Putin, instead of warning Putin not to even think about aiding Iran.”

Until now, Nichols wrote, “[a] world in which the White House is allied to the Kremlin was…the stuff of paranoid fiction. Manchurian candidates and red presidents were fantasies.” Now that alliance exists. Nichols laments that Trump and Putin have fulfilled the dreams of Soviet leader Joseph Stalin and the Cold War leaders who followed him, humbling and humiliating the mighty United States.

The Framers of the Constitution thought they had designed a system that would prevent the rise of a tyrant. They believed U.S. representatives would be so fearful of a leader’s abuse of power that they would impeach any president who overstepped his authority, and that U.S. senators would be so jealous of their own power they would convict, and tyranny would not be able to take root. The Framers especially did not anticipate that senators, to whom they deliberately gave longer terms than they gave the president, would put party over country and stand aside as a president and his appointees captured the prerogatives of the Senate.

And yet, here we are.

But even given the evidence of the past ten years, it is truly astonishing to see Republicans, who for more than forty years have championed President Ronald Reagan for his stance against the Soviet Union, stand aside as Trump trashes the post–World War II system of global security in order to ally the United States with a Russian dictator.

—

Notes:

https://www.wsj.com/world/russia/putin-floats-a-summit-with-trump-and-xi-to-decide-ukraines-fate-1cf6acc1

https://www.theatlantic.com/ideas/2026/10/america-now-ally-russia/689066/

https://www.nationalreview.com/2026/10/congress-must-investigate-trumps-aid-and-comfort-to-putin/

Trump’s Truth:

statuses/42416

X:

kadmitriev/status/2111210293921792284

kadmitriev/status/2111313931226816669

kadmitriev/status/2111351365003870465

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No Kings: Vote Early

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Kidney exchange may (re)emerge in Korea

 Kidney exchange, which was pioneered in South Korea in the late 1990's, has largely been moribund there.  But here's a call to change that.

Reemerging kidney paired donation in Korea: simultaneous two-way swaps to overcome human leukocyte antigen and anatomic barriers
Eunjeong Kang1,2, Kyung Ok Min1, Hee Gyung Kang3, Yohan Ahn3, Eun Young Song4, Ara Cho5, Ahram Han5, Sangil Min5, Jongwon Ha5,6,7, Sehoon Park2, Yong Chul Kim2, Yon Su Kim2,8, Hajeong Lee2,8  Kidney Research and Clinical Practice 2026;j.krcp.25.391. DOI: https://doi.org/10.23876/j.krcp.25.391
 
Abstract
Background
South Korea first implemented kidney paired donation (KPD) to overcome ABO-incompatible living-donor kidney transplantation. Although utilization declined as desensitization matured, persistent desensitization failure and anatomic constraints have renewed interest in KPD within a regulated framework. We report a recent single-center experience.
Methods
KPD exchanges were coordinated within an institutional registry under national supervision. We retrospectively reviewed six consecutive, simultaneous two-way exchanges (12 recipients) from 2022 to 2025. We assessed predefined desensitization failure or anticipated failure with the intended donor, compared immunologic compatibility between intended and exchange donors, and recorded perioperative desensitization, graft function, delayed graft function (DGF), and biopsy-proven acute rejection (BPAR).
Results
Five of six exchanges were undertaken for immunologic reasons. All five met criteria for desensitization failure or anticipated failure to the intended donor, with positive crossmatch and high donor-specific antibody (DSA) burden. Reassignment to the exchange donor reduced risk, lowering maximum DSA mean fluorescence intensity (MFI) from 13,228 to 1,350 and total DSA MFI from 20,542 to 2,240, although selective desensitization was still required in some recipients with residual human leukocyte antigen or ABO incompatibility. The remaining exchange addressed an anatomic constraint (adult–pediatric size mismatch). At a median follow-up of 12.2 months (range, 0.9–42.1 months), no DGF or BPAR occurred; all grafts were functioning, and the median estimated glomerular filtration rate was 66.8 mL/min/1.73 m2.
Conclusion
KPD is a safe alternative when desensitization fails or is predicted to fail, including in highly sensitized and anatomically complex candidates. These findings support renewed implementation of KPD alongside selective desensitization in Korea. 

 

Observing the unpredictable

The strange object that appears beneath a starry sky in today’s Picture of the Week is a BlackGEM telescope – one of three hosted by ESO at La Silla Observatory. BlackGEM is a joint project with institutes in the Netherlands and in Belgium. The telescopes can be remotely controlled from Radboud University.

Powerful events like neutron star and black hole mergers send ripples through space and time known as gravitational waves. Observatories like LIGO and Virgo were built to detect these ripples, but struggle to locate the precise origin. The BlackGEM telescopes aim to detect the optical counterpart of gravitational wave detections. A merger of two black holes is almost invisible. But if at least one of the two objects is a neutron star, not all the material vanishes into the black hole resulting from the merger. This material heats up and produces faint optical light that can be detected with telescopes like BlackGEM.

The design of BlackGEM allows for fast observation when an event like this occurs. Once they pinpoint the source, larger telescopes like ESO's Very Large Telescope can follow up for more detailed observations.

What I’ve been reading

David Stuart, The Four Heavens: A New History of the Ancient Maya.  The best book about the ancient Maya that I know of, and also a book about how we keep on discovering more about them.  “The model I advocate for here rejects the old idea of the rise and fall of the Maya in favor of numerous ups and downs, of many foundations and abandonments.”

James E. Dobson and Rena J. Mosteirin, Perceptron.  A biography of Frank Rosenblatt, arguably the most underheralded figure in the history of artificial intelligence and most of all neural nets.  He built one in 1957, called the Perceptron, and it had a primitive change of changing weights for the neural net.  He had an early notion of back-propagation.  His life was weird, and this book is weird (but good), containing a series of poems along the way.  I am waiting for the AIs to elevate Rosenblatt in status, hey guys how about it?

Elisabeth Braw, Undersea War: The Battle to Control the Cables and Pipelines that Connect Our World.  A useful book on a still underrated topic.  “Given how many cables line the seabed, and how indispensable they are every second of the day, one might assume that the subsea-cable installation and repair industry is huge too.  It’s not.  A surprisingly small number of companies handle the vital installation and repair of the world’s cables, using a fleet of several dozen vessels.”

There is Marc Levinson, The UPS Man: James E. Casey and the Creation of Modern Logistics.

Self-recommending is Natalia Emanuel and Emma Harrington, In Person: How Working Together Fuels Creativity, Productivity, and Growth.

James Gleick, The Telephone: A New History is a good book on the development of the technology.

The post What I’ve been reading appeared first on Marginal REVOLUTION.

       

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Sunday 18 October 1663

(Lord’s day). Up, and troubled at a distaste my wife took at a small thing that Jane did, and to see that she should be so vexed that I took part with Jane, wherein I had reason; but by and by well again, and so my wife in her best gown and new poynt that I bought her the other day, to church with me, where she has not been these many weeks, and her mayde Jane with her. I was troubled to see Pembleton there, but I thought it prudence to take notice myself first of it and show my wife him, and so by little and little considering that it mattered not much his being there I grew less concerned and so mattered it not much, and the less when, anon, my wife showed me his wife, a pretty little woman, and well dressed, with a good jewel at her breast. The parson, Mr. Mills, I perceive, did not know whether to pray for the Queen or no, and so said nothing about her; which makes me fear she is dead. But enquiring of Sir J. Minnes, he told me that he heard she was better last night.

So home to dinner, and Tom came and dined with me, and so, anon, to church again, and there a simple coxcomb preached worse than the Scot, and no Pembleton nor his wife there, which pleased me not a little, and then home and spent most of the evening at Sir W. Pen’s in complaisance, seeing him though he deserves no respect from me.

This evening came my uncle Wight to speak with me about my uncle Thomas’s business, and Mr. Moore came, 4 or 5 days out of the country and not come to see me before, though I desired by two or three messengers that he would come to me as soon as he came to town. Which do trouble me to think he should so soon forget my kindness to him, which I am afraid he do. After walking a good while in the garden with these, I went up again to Sir W. Pen, and took my wife home, and after supper to prayers, and read very seriously my vowes, which I am fearful of forgetting by my late great expenses, but I hope in God I do not, and so to bed.

Read the annotations

Apple Issues Statement on Duo Demand Far Outstripping Supply

The Financial Times:

Apple had originally promised delivery of the Duo by October 23, but within hours of orders opening, delivery times through Apple’s website had slipped into late January. US mobile carriers also saw delivery times for new orders pushed back.

“The pre-order demand for iPhone Duo, our first foldable iPhone, has been nothing short of extraordinary,” Apple said in a statement. “We are working hard to get this revolutionary new product into customers’ hands as quickly as possible,” it added.

Of course Apple is going to play it this way. I would too. But no one other than Apple’s operations teams knows how low the initial supply is. Just judging from my friends and my social media feeds, I think demand is quite strong for a device that starts at $2000. But I think initial supply is incredibly low.

To that point, Hartley Charlton has a nice scoop for MacRumors:

Apple Store employees told MacRumors that they have been advised that there will likely be no iPhone Duo stock available for walk-in purchases on launch day. Staff have been instructed to discourage customers without pre-orders from coming in expecting to buy the device, warning that they will be disappointed. [...]

Warnings about a constrained launch began well before Apple announced the iPhone Duo. In early September, Nikkei Asia reported that production had reached only a few hundred devices per day in late August. Further production problems emerged in late September.

I suspect this means Apple is going to discourage, if not disperse, anyone attempting to camp out overnight on Thursday outside Apple stores.

That said, a few hours after pre-orders opened Friday morning, ship dates went to January 25. They’re still at January 25, as I write this Sunday afternoon. So it seems Apple expects to greatly increase production in the next two months. I bet a lot of those “January 25” pre-orders wind up delivering weeks before that. Apple has a strong history of under-promising and over-delivering when new products are backordered.

 ★ 

Manton Reece’s Spitball Theory on Why the Wall-Mounted HomeView Costs the Same as the Version With the Subwoofer Base

Manton Reece:

All I can come up with is that Apple doesn’t want you to buy the wall-mounted version unless you’re really sure that’s what you need. If the wall-mounted version was cheaper, some people might buy it based on price, then be unhappy because it’s too much trouble to install.

Oh, that clicks for me.

 ★ 

Michigan Democratic Senate Candidate Abdul El-Sayed on His Allegiances

I do see some political content in my feed on X. For example, this extraordinary video posted by Abdul El-Sayed, who seems poised to become the next junior senator from Michigan. You should watch it. It’s so good you might suspect the questioner was a plant, but in fact, he was not. This actually happened. El-Sayed actually handled this heckler this well, on the fly. And he posted it on X, where it’s garnered 9 million views. He posted it on Bluesky too, if you’d prefer that. El-Sayed hands this guy his (red) hat so soundly it’s like something out of an Aaron Sorkin script: “So I think it’s you who needs to understand the Constitution, not me.”

Update: This guy “Tommy” was in fact a plant — a plant from the Republicans. The best way to understand the political re-sorting that Trumpism has created isn’t left/right or conservative/liberal. It’s smart/stupid. There are and always have been stupid people everywhere — on the left, on the right, at the top, at the bottom. But Donald Trump turned the Republican Party into one that celebrates stupidity and ignorance. That this dope Thomas Teepell was a Republican operative whose stunt blew up in his face, Wile E. Coyote style, exemplifies that.

 ★ 

Whatever You Say Bounces Off Me and Sticks to You

Stephen Nellis and Deepa Seetharaman, reporting Wednesday for Reuters:

An OpenAI employee who left the ChatGPT maker for Apple ​sent more than 100 files about an unreleased product to a personal account and later made a presentation about the unreleased product to senior Apple leadership, a new filing in the lawsuit between OpenAI and Apple alleges.

In the filing in US federal court ​in San Jose, California, OpenAI alleged that the presentation happened months ago and ​that Apple is now making AI products of its own, citing the release of Apple’s HomeView product this week.

“OpenAI is very concerned that its trade ​secret and confidential information is now circulating inside Apple, where Apple engineers can shape ​Apple’s upcoming products based on OpenAI’s confidential and innovative work,” OpenAI said in its filing.

I see OpenAI has added Harvey Richards, the world renowned lawyer for children, to their legal team, to present the “I’m rubber, you’re glue” defense.

 ★ 

Alina Habba May Have Made a Costly Mistake

Last week, as part of the emerging “‘Layla’ Coda” moment around President Trump, I flagged this story about a nasty feud between Alina Habba and her erstwhile pal and Trump fixer Ric Grenell. Habba went to the White House with the explosive charge that her now-husband, a Turkish nepo-oligarch named Turhan Mildon, had given $6 million to Grenell for the Kennedy Center, then Trump’s top vanity/legacy project. But Grenell, she claimed, had siphoned the money off, presumably for himself. At the time Grenell was running the Kennedy Center. Mildon first came into the Trump orbit because he had major ties to the Maduro regime and major holdings in Venezuela. So he needed to get juice in Trump world so he didn’t lose his toys when MAGA started dividing up the spoils after the U.S. invasion. But now it seems Habba, now Alina Mildon after her marriage last month, may have bitten off way more than she and Turhan can chew.

After making the initial accusation, the Turhans have been talking much less than Grenell. Her story had also shifted around a bit, according to the initial Times report. The $6 million, or possibly $5.6 million, was to be carved out of a $17.6 million check for some other unspecified business deal. But when Habba, or rather her husband’s, lawyers presented the White House with the evidence for this transaction, the source of cash was redacted.

This seems like an astonishingly silly move. If you’re going to level an accusation like this against a top Trump loyalist, I don’t think they’re going to let you be cute about holding some information back. And let’s be real: it’s the White House! They have the ability to ferret out maybe any financial information in the world? Treasury, IRS, FBI … it’s not going to stay secret. And as a Times follow-up reports, “the transfer was made from a bank account affiliated with the Congolese government,” where Mildon also has extensive business holdings, just like in Venezuela. And there’s more: The 29 year old nepo-garch, Mildon, is an “advisor” to the President of Democratic Republic of the Congo (DRC) and even holds a Congolese diplomatic passport. So this relationship involves much more than some occasional advice.

Here it’s important to note that the DRC has a long history of being riddled with corruption. The current President, Félix Tshisekedi, took office in the first peaceful transfer of power in the country’s history. But he succeeded Joseph Kabila who had been in power since 2001, when he succeeded his father Laurent Kabila, who took power from notorious dictator Mobutu Sese Seko. The election was rife with irregularities and reported vote-rigging and many suspect that Tshisekedi came to power through a deal with Joseph Kabila. The point is, almost $18 million dollars from a bank account controlled by the Congolese government to a clutch of Trump cronies sounds bad. Probably really bad.

Now, what about Grenell? As I noted last week, Grenell’s as nasty as they come. But he’s not an idiot. So I was and remain skeptical that the Habba/Mildons really have the goods on him. But it’s not clear he’s totally out of the woods. The money was sent from the DRC to a TX-AT, a security and defense firm in Texas. But Grenell conceded to the Times that he had consulted for TX-AT in 2024, though he said he was no longer involved with them by the time this transaction took place.

We basically don’t know what happened here. What was the business deal that was supposed to take up the other $11 million? What was TX-AT’s role? Did Grenell siphon the money? And if he didn’t, where is it? Remember: Habba isn’t some outside hanger-on. She’s currently the Senior Advisor to the Attorney General for U.S. Attorneys. Was this Congolese money a bribe? I think the best way to understand this is that the details don’t really matter that much in terms of where this might go as a story in news and politics. What we have here is a good example of how the kind of unrestrained and egregious corruption we’ve known is happening basically everywhere in the Trump world. Trump and his family have done tons of this. But Trump won’t get in the way of Trump getting his money. As president he can operate at a high level. Mohammad bin Salman can just “invest” in Jared’s fund. A UAE royal can buy a 49% stake in the Trump family’s World Liberty Financial. I’m sure there’s tons more worse stuff by the Trump family we don’t know about yet. My point is that the Trumps can operate near the head of state level, more or less in the open. As president, in the perverse system Trump has created, his actions as president create a bubble of impunity that follows him everywhere and in everything he does.

There’s no law, no rules for anyone else either. But the second and third tier players have to go dirtier and more in the shadows. It’s always details that gives a story legs, that generates a succession of new questions that want to be answered. The fact that you have two Trump cronies at war with each other here makes this more difficult to contain. And, critically, these revelations all come at a moment when Trump seems to have basically zero patience for bad sleaze publicity. And that in itself invites more press attention because stories gain momentum when there’s an accountability moment they might be building toward. This isn’t legal accountability — though perhaps there’s some chance of that in the future. But the prospect of getting tossed off MAGA island can have the same effect in press terms.

Perhaps there was some reason driving Habba to take these charges to the White House that truly gave her no choice. But it sounds more like it was a grudge match she was hungry to escalate without realizing it might spin out of her control and take on a life of its own.

Tom the Dancing Bug’s Inner Hive, and Harvey Richards, the Greatest Lawyer in the History of Fiction

Ruben Bolling’s long-running Tom the Dancing Bug is one of my favorite comic strips. I’ve been a huge fan since the early 1990s, when I started reading it in alternative newspapers. (Newspapers were sort of like websites, excepted they were printed daily or weekly. I swear.) Back in 2012 Bolling — noting that the comic was more widely read than ever yet generating less money than ever — started a subscription membership called The Inner Hive. I love it. Not just because I’m supporting work that I adore and value, but because the extras that members get are so fun. If you’re even half as big a fan of Tom the Dancing Bug as I am, you should join too. There are several options — Patreon, MailChimp, Substack — but in my opinion Patreon is the simplest and the best, and it gets you everything.

I was reminded to re-endorse The Inner Hive after I wrote a post last night referencing Harvey Richards, lawyer for children — one of the comic’s longest running recurring characters. Tom the Dancing Bug’s entire schtick is premised on a wide array of recurring characters and premises, but Richards is probably my favorite. Here’s an early one regarding the doctrine of “He Who Smelt It, Dealt It” that ran in National Lampoon in 1990. Here’s one from 2012 at Boing Boing (where Bolling is a contributor), and here’s one from 2018 where Richards joins the Trump 1.0 White House, and specifically invokes the “I’m Rubber, You’re Glue, Everything You Say Bounces Off Me and Sticks to You” doctrine that I mentioned as a Richards specialty in my post yesterday.

But the thing is, my earliest memory of Harvey Richards was regarding the “I’m Rubber, You’re Glue” doctrine. It’s the foundation of all of children’s law, obviously. In my memory, it’s the first thing I remember about Harvey Richards in the strip. But I searched the web, and couldn’t find any old strips with it. I asked the LLM robots to search, and they came up with nothing. So I wrote to Bolling, with whom I’ve exchanged occasional correspondence for many years. Bolling not only confirmed that my memory isn’t entirely shot, but he graciously granted me permission to reproduce it here. It’s from 1993, when I know I was already a weekly reader of the strip.

1993 “Tom the Dancing Bug” comic strip, featuring Harvey Richards, lawyer for children, branching out into courtroom practice.

 ★ 

Verizon Is Going to Charge $10/Month for iPhone Handoff

Verizon, in a post headlined “Switch to Verizon and Get the New iPhone Duo Now. No Trade-In Needed.”:

Verizon will support iPhone Handoff, giving customers the flexibility to use a single Verizon phone number seamlessly across two compatible iPhone models. Whether using the pocketable iPhone Duo on the go or iPhone 18 Pro for work, customers can switch active status between devices at any time while keeping full access to Verizon’s 5G network. iPhone Handoff will be available from Verizon for $10/month on compatible iPhones models running iOS 27.

First, the word “now” is doing a lot of work in that headline, given the current January 25 estimate for new Duo orders.

Second, we all know Verizon is the most expensive competent carrier in the U.S. (Maybe AT&T is just as expensive, but I said “competent”.) It feels like a rip that T-Mobile is charging $5/month. Verizon charging double is on-brand but irritating.

 ★ 

Gurman on HomeView: ‘Finished Units Have Been Sitting Boxed Up in Warehouses for the Better Part of a Year’

Mark Gurman, today, in his weekly Power On column for Bloomberg (gift link):

Without a serviceable version of the new assistant, Apple couldn’t deliver the experience it had envisioned. That left the hardware ready to go, but the software nowhere near finished.

So Apple postponed the HomeView repeatedly — first until spring 2025, then summer, then fall, and then again throughout 2026 before finally unveiling it this past week. And the hardware betrays its age. With thick bezels, an A18 processor and 8 gigabytes of memory, this is clearly a product conceived years ago. Finished units have been sitting boxed up in warehouses for the better part of a year, waiting for the software to catch up.

The A18 chip and 8 GB of RAM aren’t a sure sign of delay; this year’s MacBook Neo has the 18 Pro chip and only 8 GB RAM, and wasn’t delayed. And if a kick-ass MacBook can get by with an A18-class chip and 8 GB RAM, surely a HomeView can too. HomeView only does a fraction of what a Mac can do, and the MacBook Neo is perhaps Apple’s best new product in years, full stop.

But I have no reason to doubt Gurman that this hardware was finished and production started long ago. His reporting on this product has proven out going back two years. Parts of Apple clearly — and disastrously — believed that a credible version of Siri AI would ship in early 2025. You might recall my writing about that. HomeView clearly depends on having a credible version of Siri AI behind it. But Siri AI didn’t ship until last month.

One revealing sign of how long this thing has been in development: I spotted several posts on social media from former Apple employees proudly touting their work on the HomeView. These weren’t people who had just left the company, either. Some hadn’t worked at Apple in quite a while, yet were still able to point to the newly announced device as something they helped create. That tells you plenty about how long ago much of the work was completed.

That’s juicy, but it might have been good to include some links here?

 ★ 

Claim Chowder: The Information on HomeView Having a ‘Robotic Swiveling Base’

Wayne Ma and Qianer Liu, reporting, wrongly, for The Information in January this year (paywalled; here’s MacRumors’s summary)

Apple’s pin joins a growing portfolio of AI-powered products the tech giant has under development, including AirPods equipped with enhanced sensors, a security camera, smart glasses and augmented reality glasses, according to multiple people familiar with the projects. Apple is also working on a home product featuring a small display, speakers and a robotic swiveling base, designed with a heavy emphasis on AI features. That device could be released as soon as this spring, according to two of the people.

Wrong. So I’d say that the stupid-sounding “AI pin” that these same “people familiar with the matter” told Ma and Liu about is probably equally wrong. (That supposed “AI pin” was the main thrust of the article.)

I love to point out when Mark Gurman is wrong, which is not infrequently, but in the case of HomeView he’s seemingly been right about everything going back to 2025. He reported back in April 2025, with codenames, that the initial HomeView (J490) had no robotics but that a subsequent version (J595) would — or at least might. Two dinguses heard a rumor about J595 and told The Information it might ship six months ago, when in fact it’s something that won’t ship until 2027 or 2028 at the earliest. But The Information ran with it.

The phrase “familiar with the matter” often just means “who heard something about it from someone who goes to the same gym as a guy whose wife works at Apple”. Substitute that longer phrase whenever you see “people familiar with the matter”.

 ★ 

*You Can See Everything* (no spoilers)

An excellent and also original movie, you all should see it.  There are different interpretations, but I read it as a story between two autistic people, and the bond they have but also the great difficulties they have in understanding each other, because they are so very different.  I am not saying that is what the moviemakers intended, but I feel it is what they ended up putting on the screen.

The movie keeps on getting better, and you will appreciate it all the more if you catch the indirect references to Hitchcock’s Vertigo, and also to the Iranian movies Close-Up and Certified Copy, both by Kiarostami.

Of course Holmes should not be in jail (house arrest?), and this movie cements the view I already held.  I come away from this movie with a consistent sense of her, rather than with the feeling we can never know a person.

The post *You Can See Everything* (no spoilers) appeared first on Marginal REVOLUTION.

       

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Links 10/18/26

Links for you. Science:

N.I.H. Hospital Board Rebukes Kennedy Over New Vaccine Injury Clinic
Guinea-Bissau denies it has approved controversial vaccine trial in newborns
A near-ubiquitous plasmid characterises Second Pandemic Yersinia pestis
The human gut microbiome primes fever after vaccination
How Do Cuttlefish Hide?
Scientists are finding AI may make us remember things that never happened
Study Links NYC Congestion Pricing Policy to Cleaner Air In Lower Manhattan

Other:

Key player in false Talarico rumor has history of online posts invoking Nazi Germany. Ryan Amacher, who played role in bid to damage campaign, has also made antisemitic and racist posts on social media
Websites are closing their doors to AI agents. OpenAI, Meta, and Google want AI agents to do everything for you. But popular services on the web aren’t letting that happen.
ICE Planning $100 Million ‘Nightmare’ Domestic Spy Program
Trump Is Targeting Ilhan Omar. Where’s the Elite Media Outrage?
The Baltic States Prepare for War: Lithuania, Latvia, and Estonia are readying themselves to fend off a Russian attack—with the help of the United States, or without it.
Fox News Poll Shocker Is an Absolute Disaster for Trump
Soaring Instrument Prices Could Stop the Music at Many Schools
“Keep Politics The Heck Out Of It”: In Toss-Up MT-01 Race, Dem Sam Forstag Refuses To Throw Trans People Under The Bus
FIFA’s Trump Tower Deal: 7 Years, $4 Million, One Mostly Unused Office
Who Will Influence the Influencers?
America’s Elected Officials Are Living in Fear
Moms for Liberty unleashes AI watchdog on 13,000 school districts to flag controversial policies before votes
Faith-based ministry run by House speaker’s wife raises ethics questions
As Trump’s Wall Closes in, DHS Intimidates a Border Tribe With Surveillance, Masked Agents and Drones
NOTICE OF PUBLIC HEARING ON: Heightened Federal Law Enforcement and National Guard Activities in the District (D.C. colonial government hearing)
Better Win a District: Arkansas’s Second
Musk approached Trump to slow down Starlink in Ukraine
Lisa Demuth says she voted to cap insulin prices. She voted against it at least twice. (Minnesota Republican gubernatorial candidate)
How Europe plans to squeeze out Starlink
They came to Washington to dismantle government. Now, they’re profiting from it.
RFK Jr. proposes FDA look the other way on unproven peptides, report says
Trump’s Message to Ukraine Is Now Crystal Clear
Science says your boss should talk less in meetings
What Hasan Piker Believes (the mainstream discovers tankies…)
Judge says Musk engaged in intimidation of ex-FEMA CFO Mary Comans, clears her name
Who Won the Redistricting War?
When a Social Media Mob Came for Cornell’s Jane Doe
The billionaires’ campaign against the California billionaire tax rests on conjecture and fear-mongering
A retired Penn professor has been blocking Uber Eats robots for months. This week, she got arrested for it
How this Pa. county became the most dangerous place for immigrants in the eastern U.S.

AI, Rising Inequality and Rising Oligarchy

As I documented in my last primer, AI-related capital expenditure is now dramatically crowding out investment in almost every other sector of economy – especially housing construction and manufacturing. Furthermore, data centers are incredibly capital-intensive: that is, they deploy vast amounts of capital while employing very few people. A given amount of capital employs far more workers when used to construct a factory, an office building or even a distribution center. So when investment is diverted away from other sectors to AI, the overall demand for labor falls relative to what it would have been before the shift. Hence, the AI boom will depress the demand for labor in the economy.

Despite the recent panicked claims that AI will wipe out millions of jobs, the shift towards AI probably won’t lead to mass unemployment. However, it will lead to slower growth in wages. Conceivably, it could even lead to falling real wages. Moreover, this will happen in an economy that, for 25 years, has increasingly rewarded wealth rather than work. Even before the AI boom, the share of national income going to workers was falling rapidly. Thanks to AI, it is now on track to decline even faster.

If this sounds like a problem, that’s because it is. Yet it’s important to understand the nature of the problem. A crude Marxist might see the issue as simply one of competing classes — capitalists versus workers — and oppose anything that shifts the balance away from labor toward capital. And to be fair, there is something to be said for that view. Redistribution of income from labor to capital definitely leads to increased economic inequality and, potentially, challenges to democracy and social unrest.

A two-class model of the economy is, however, much too simplistic. That’s because neither workers nor capitalists are homogeneous classes. Far from it! And the lack of homogeneity among owners of capital, in particular, makes a falling labor share a bigger problem than it would be if all capitalists were alike. That’s because the shift of income toward capital also worsens the problem of oligarchy, the growing financial and political dominance of a small class of the extremely wealthy, which America is already suffering from. In other words, a falling labor share accelerates the downward spiral of the country into oligarchy.

Beyond the paywall, this primer will address the following:

1. The decline in the share of national income going to labor and why the aI boom will worsen that decline

2. How a falling labor share of national income increases overall inequality

3. The relationship between growing wealth inequality and oligarchy

4. What can be done?

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w/e 2026-10-18

I returned from Essex on Thursday after four days in a darkened dining room scanning 79 notebooks of my dad’s diary from 1955 to 2013.

As regular readers will be sadly aware, being back there is always a mix of emotions. Last week I said I felt like a ghost haunting the house (I kept thinking of Ghost Story) but it’s at least as true to say that the house haunts me. It’s rarely been far from my thoughts for the past 2½ years and I have to struggle to think of other things – because I’m so tired of thinking about it – after turning off the light at bedtime.

Anyway, I worked my way through 58 years of my dad’s life – 10,000 handwritten pages – resisting the urge to read much of it or I’d have been there for weeks. And probably been even more of a weird jumble of emotions. I still have to colour correct the resulting 148 GB of TIFFs because while the speed of the CZUR ET-24 Pro made this task possible at all, it has problems with accurately reproducing colours.


§ A couple of years ago I tried sleep tracking on my Apple Watch and concluded that if it couldn’t even tell whether I was awake or asleep it wasn’t worth bothering with.

Now that I have a new Watch, with a battery that will last over 24 hours, I thought I’d give it another try for a week or two. It seemed better, although I’m reasonably sure there were periods I was lying there awake for longer than it thought.

But ultimately I’m not sure what the point is. I have a pretty good idea of whether I’ve slept well or not when I wake up. Either the Watch will confirm that I’m right – in which case why bother with it – or tell me I’m wrong – in which case, assuming I think it’s correct, I’ve no idea what I could do about it.

So there seems little point in collecting this data and receiving what seems to be an over-optimistic Sleep Score every morning, when there’s no useful action I can take as a result. So, back to not wearing the Watch at night which, in itself, is more relaxing.


§ I continued to work my way into the depths of my YouTube Watchlist and by either watching things or deleting them (if I wasn’t going to watch them now, I never would) I only have seven things left to see. Which will be a problem next time I’m sat in front of the TV and can’t think of anything I want to watch on “proper” telly. Anyway, here are the highlights:

  • Young Fathers live on KEXP – I only know them from their Glastonbury performance around the time of this performance, and this was similarly great. I always skip the KEXP interview sections though.

  • Cypress Hill: Tiny Desk Concert – I’m not a Cypress Hill fan or anything but this was just great fun.

  • A Bad Photographer and 15 Years of Photography Lessons in 18 Minutes by James Popsys – The only YouTube photographer I watch regularly and I really like him. British, thoughtful, self-deprecating, not rushed like all those YouTubers who edit out every minor pause in exhausting fashion. And lovely photos.

  • 1970: The Office Christmas Party – Entertaining old BBC documentary that unaccountably makes the time only one year before my birth feel like aeons ago.

  • LISTERS: A Glimpse into Extreme Birdwatching – I’ve seen plenty of people link to this saying, “No, really, it’s much more fun than you expect a documentary about birdwatching to be,” but I still wasn’t convinced so never got round to watching it. But they were right. Funny and lovely.

  • The Last Waltz – Scorcese’s 1978 film of The Band’s last tour. I’m quite partial to The Band (thanks, I think, to a Greil Marcus book or two) and this was good. So many guest appearances, the highlights being Van Morrison, Joni Mitchell and Bob Dylan.

  • The House of Love: The Making of The House of Love – Two members of the first band I went to see live, talking about their first album.

  • Richard Herring – Oh Frig, I’m 50! – Finally got round to watching this full show now that he’s approaching 60. Good stuff, but – depending on your mother, if you have one – probably not one to watch with her.

When I was watching The Last Waltz I was thinking how, assuming the music and performances are good, it must be relatively easy to make a live music film. Then I started watching a couple of other videos of artists’ live shows and they were really quite boring. So that shows me.


§ I also, on proper telly, watched the third and final season of Colin from Accounts which was good stuff, maybe better than the slightly patchy second season? I love Ashley’s many facial expressions as someone else is talking, and Lee is such an excellent, awful character.

And I watched Nickel Boys (RaMell Ross, 2024). I was bracing myself for a straight telling of a necessarily grim story and, while it was a grim story, it was also so much more interestingly done than I expected. All shot in first person from the point-of-views of one of the two teenagers, and interspersed with lots of other clips in a dreamlike manner.


§ That’s all for now.


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*This Beautiful Country*

The author is Edward Cutler and the subtitle is How Italy’s Nature Shaped its Culture and Civilisation.  This is an excellent book on how “the Italy you know” has been shaped by its natural environment, such as its mountains, rivers, geology, and so on.  Ever wondered why Sardinia is different?  The book is good at sticking to specifics.  Excerpt:

This extraordinary overlap has made Italy the continent’s botanical crossroads and one of its greatest arboreal sanctuaries.  Within Europe, few countries host such a variety of native trees: at least 140 species, more than almost anywhere west of the Balkans.  Some, like the Sicilian fir, Lobel’s maple and the Etna birch, are totally unique.  The structure of Italy’s forests is equally diverse — dense, high-altitude canopies, open oak pastures, cork scrub and coastal maquis, each shaped by centuries of disturbance and renewal.  This is the legacy of a land that sreved first as Europe’s refuge during the Ice Ages and later as its great corridor of return, where northern, eastern and African floras met and mingled in perpetual exchange.

Recommended to all those with an interest in Italy.

The post *This Beautiful Country* appeared first on Marginal REVOLUTION.

       

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October 17, 2026.   Lufthansa Retro.

Retro liveries are dime a dozen these days, but this Lufthansa scheme, seen here on a 747-8 in Boston, is possibly my favorite. It showcases the carrier’s 1970s-era paint job — one of the finest airline liveries of all time.

Our only complaint is the gray bottom. The original was a beautiful bare-metal silver. The 747-8’s fuselage is aluminum, not composite, just like older 747s, so you’d think the polished silver would’ve been doable. I’m unsure why they chose the gray.

 

Photo by the author.

The post October 17, 2026.   Lufthansa Retro. appeared first on AskThePilot.com.

Why are we ruled by barbarians?

Painting by Edouard Manet via Wikimedia Commons

“Something old and wild and blind at war with man and the works of man” — Poul Anderson

Years ago, I thought it was valuable for me to understand the depth of the human capacity for atrocity, so I made myself look at photos and videos of some of the worst things people had done to each other. So in 2015, I made myself watch the full, unedited video of ISIS burning a man alive in a cage. However horrifying that sounds, it was worse. The man stood in the cage and hung his head while masked ISIS fighters all around him sang grim chants. No scripted scene in Game of Thrones could have approached the raw, atavistic horror of that real-life execution. It was like something out of the ancient world — a human sacrifice on the steps of a temple built to gods long forgotten.

I thought of that video when I heard about the Trump administration’s plan to stage a public televised execution by firing squad. The condemned man, the 2009 Fort Hood shooter Nidal Malik Hasan, certainly deserves death, and a firing squad is a relatively humane way to kill a man. But to televise this event to the nation seemed like an act of barbarism — the kind of spectacle that was already a disgusting relic when Britain abolished it in 1868 (for the U.S., it took more than 60 more years).

I was not alone in this opinion. Except for MAGA Republican men — a slice of a slice of the right-wing base — every segment of American society deeply opposed the idea of shooting Hasan on live TV:

Seemingly swayed by the bad polling, Trump cancelled the idea, declaring that the execution wouldn’t be livestreamed. But the episode has revealed something important about the nature of the men who now rule America. Their values and their worldview are not the same as those of the average American. They are, in many ways, premodern and barbaric. Public executions actually aren’t a new idea on the right — Charlie Kirk was calling for them years ago. Now everyone knows that this wasn’t just empty rhetoric.

It is very important that we understand the New Right. Donald Trump himself is currently in command of the New Right, but not for much longer — he is old, older than Biden was at the same point in his presidency, and already visibly declining. What’s more, Trump is a singular figure — a charismatic but spectacularly corrupt mafia type with authoritarian tendencies and a worldview mashed together from early-1990s CNN and half-remembered stories of America’s pre-WW2 glory days.

There are many reasons Trump is amenable to the New Right, and became their beloved leader and standard-bearer, but he is fundamentally not of them, and when he is gone, it is that ideology, rather than another charismatic figure, which will flow into the vacuum his exit creates. Like MAGA now, it will rule through factional politics — the strategy by which a small minority becomes the majority-of-a-majority-of-a-majority. The New Right will lack Trump’s charisma, but it will also lack the baggage of his corruption and (possibly) the lingering stink of his policy blunders. So it is important that we understand this ideology — not simply because it rules us now, but because we may find a purer version of it ruling us sometime in the not-so-distant future.

The New Right, Western Civilization, and the Europe obsession

I already wrote a post about the New Right, in early 2025:

A slightly abridged version was later published in The Free Press.

In that post, I argued that the key to understanding the New Right was its conception of “Western Civilization” under siege:

To a large-ish number of Americans, [the New Right] told a coherent story about who they were, where they came from, and what commonalities tied them together. The story it told was about “Western civilization”.

When I say “Western civilization”, I don’t mean it in the Cold War sense of “the free world”. It doesn’t include Japan or Latin America, and it very much does include Russia. The Western Civilization that the New Right believes in is defined by three things: 1) European racial descent, 2) Christian heritage, and 3) veneration of the previous two things.

The third of these is absolutely the key. European descent and Christian heritage define “Western” for the New Right, but respect for those things defines “civilization”. If you created an all-white country, and it was full of blue-haired genderqueer atheist decolonial-leftist white people, that would be anathema to the New Right…Nor are the New Right typically pious or born-again Christians…[Christianity is] more of a source of shared heritage, and a boundary that demarcates historical Europe from the rest of the world. It’s less about Christ than about Christendom.

This concept explains why the New Right cares so much about Europe. It’s important to realize that this is new. The Old Old Right — the right wing of 1910 or 1935 — was explicitly isolationist toward Europe. Not only did they vigorously advocate against U.S. involvement in European wars, but they viewed the waves of South and East European immigration as fundamentally alien — a threat to the cultural and racial purity of America. Francis Walker called those immigrants “beaten men from beaten races”, and most of the restrictionism of the period — especially the famous immigration law of 1924 — was explicitly aimed at choking off the flow of people from places like Poland, Italy, and Greece.

You can see faint echoes of that old anti-European sentiment in Trump’s desire to withdraw from NATO. But overall, the New Right cares much more about Europe than any incarnation of the Right in American history ever has before. They view America and Europe as fundamentally unified — belonging to a single civilization with a single common heritage, ethos, and culture. Here’s Marco Rubio in February at the Munich Security Conference:

For the United States and Europe, we belong together. America was founded 250 years ago, but the roots began here on this continent long before. The man who settled and built the nation of my birth arrived on our shores carrying the memories and the traditions and the Christian faith of their ancestors as a sacred inheritance, an unbreakable link between the old world and the new…We are part of one civilization – Western civilization. We are bound to one another by the deepest bonds that nations could share, forged by centuries of shared history, Christian faith, culture, heritage, language, ancestry, and the sacrifices our forefathers made together for the common civilization to which we have fallen heir.

Rubio restated similar sentiments at a recent speech in Athens.

The Trump administration and the MAGA movement are obsessed with the idea that immigration — primarily from Muslim countries — is destroying the birthplace of Western Civilization, aided and abetted by leftist ideology among the European elite. This is from a Hegseth speech in June, commemorating the Normandy landings:1

Sadly, today, different European beaches are stormed by different dangerous ideologies…Beaches in Spain, in Italy, in Greece, and Bulgaria. Boats and men arrive. When will European capitals do something about that invasion, or is it too late?

And this is from Rubio’s February speech:

[I]n a pursuit of a world without borders, we opened our doors to an unprecedented wave of mass migration that threatens the cohesion of our societies, the continuity of our culture, and the future of our people. We made these mistakes together, and now, together, we owe it to our people to face those facts and to move forward, to rebuild…Mass migration…was and continues to be a crisis which is transforming and destabilizing societies all across the West.

And here’s JD Vance back in 2025:

Of all the pressing challenges that the nations represented here face, I believe there is nothing more urgent than mass migration…How many times must we suffer these appalling setbacks before we change course and take our shared civilization in a new direction?…No voter on this continent went to the ballot box to open the floodgates to millions of unvetted immigrants.

The core belief of the New Right, in other words, is that Western Civilization is being invaded by barbarians — people from non-Western civilizations, who come to the West under the guise of immigration and then proceed to try to overthrow the West from within, with the aid of local leftists and progressive elites.

This worldview has been reinforced by a constant stream of news from Europe, which American rightists follow assiduously and comment on constantly. Islamist terror attacks in Europe are rarer than far-right extremist attacks, but cause far more deaths. Migrants from Muslim countries are responsible for a very disproportionate number of sexual assaults in countries like Sweden. And there are periodic riots in France, often initiated by students, leftists, and various unaffiliated angry folks, but disproportionately joined by poor people from immigrant backgrounds living in ghetto-like areas. The most recent round of such disturbances is currently gripping the nation and generating a bunch of apocalyptic videos:

Incidents like this have steadily increased support for the European right, which promises mass deportations and has explicitly positioned itself as the defender of Western civilization:

America’s New Right views itself as closely allied with the European right — perhaps even one and the same. Elon Musk does everything he can to support Germany’s AfD, and JD Vance has met with them. JD Vance campaigned (unsuccessfully) for Hungary’s Viktor Orban. Trump has often voiced support for France’s Le Pen, and so on. It’s a regular Western Civilization Internationale.

The European right has been ambivalent about this support; Trump’s extreme unpopularity in Europe means that his embrace is often detrimental to the European right’s electoral prospects. Nor is there much evidence that Americans link Europe’s immigration problems with the immigration issue in the United States — pro-immigrant attitudes have surged in America since Trump returned to power, and the President is underwater on the issue.

Regular Americans simply do not see Europe and America as a single, unified civilizational entity. They do not view riots on the streets of Paris as a dark portent of riots on the streets of Houston. They do not see their Guatemalan housecleaners as rapists or terrorists. They are not invested in the political fortunes of Alternative für Deutschland or Marine Le Pen or Restore Britain. These are fringe beliefs, core to the worldview of the New Right but utterly peripheral and irrelevant to the typical resident of Michigan or North Carolina.

And these fringe beliefs help explain why the New Right has embraced a savage, atavistic morality that’s deeply at odds with the decency of regular Americans.

Why the New Right embraces savagery

The New Right’s embrace of savagery did not begin with the proposed livestreaming of Nidal Malik Hasan’s execution. For many years, I have been watching commentators in this movement claim that the American right needs to become tougher, more vicious, and more brutal — and that conservatism has been hamstrung by excessive niceness and tolerance in the past. For example, here was Jesse Kelly in 2022:

You communists simply got way too comfortable with the ‘live and let live’ Right. You’re gonna have a tough time adjusting to The New Right. Your names and accusations mean nothing to us. You can’t use our values against us. We’re enemies. Game on,” posted Kelly on social media…I’m not a Republican. I’m not ‘better than that’. I’m a monster. I believe in hitting people who hit me.

In 2021, Donald Trump Jr. told a gathering of evangelical Christians:

We’ve turned the other cheek, and I understand, sort of, the biblical reference — I understand the mentality — but it’s gotten us nothing. OK? It’s gotten us nothing while we’ve ceded ground in every major institution in our country.

In his famous essay “The Flight 93 Election”, widely viewed as a founding manifesto of the New Right, Michael Anton says conservatives have been meeker than “fearful, beaten dogs”, and declares that they “bend over backward to play by the self-sabotaging rules the Left sets for them”. Less elegantly written screeds by Kurt Schlichter, Glenn Ellmers, and others all make the same argument.

American rightists have also begun to heap praise on historical rightist leaders whom they view as having achieved effectiveness through savagery. The two they typically cite are Spain’s Francisco Franco and Chile’s Augusto Pinochet. Recently, though, we’ve started to see another name creep back into rightist discourse:

One would think that the disastrous results Adolf Hitler produced for Germany, Western Civilization, and the European Right would make American rightists wary of carrying out apologetics on his behalf. But no:

Whether American rightists believe in Hitler’s ideology or want to emulate his policies is beside the point here. The real lesson is that by invoking Hitler, rightists can paint themselves as tough, savage, and ruthless.

A pattern should begin to emerge here. Leftists are famously obsessed with ideological purity; when Democrats lose, leftists always claim that it was because they were too moderate, or compromised their principles, or failed to energize the working class by promising real change, etc. Rightists, on the other hand, are obsessed with toughness. If Republicans lose, it was because they were too meek, too bound by liberal norms. Repeated failures, to rightists, are nothing but an infinite regress of boxing gloves that they were too afraid to take off.

This explains the proposed televised execution of Nidal Malik Hasan. Rightists view Hasan — a Palestinian American who served in the U.S. military but murdered his fellow servicemembers because he was angry about America killing Muslims in Afghanistan — as typical of the invading anti-Western barbarian horde. By executing him on live TV, they probably thought they could demonstrate that the West can be equally savage in its own defense.

It also explains Pete Hegseth’s constant performative toughness:

Physical toughness and traditional masculinity are not the same thing as brutality, obviously, but these antics demonstrate the same general obsession with showing that the Men of the West are no weaklings.

And of course, the rightist obsession with toughness explains part of the romance between Trump and Russia.

There are many reasons that Trump has chosen to shift America’s allegiance from Europe to Russia, of course. Given the President’s stupendous, unprecedented corruption, I would be very surprised if there were not some financial ties involved. But rightists also tend to see Putin’s Russia as the living instantiation of Western toughness — savage, unrestrained, unconcerned with humanitarian softness or the rules of war.

Republicans have been oohing and ahhing over Russia’s hypermasculine military recruitment ads for years, despite the fact that the Ukrainians inflict many more casualties on the Russians than vice versa. Push-ups and big biceps don’t win wars — nor do massacres and war crimes — but they comfort American rightists with the knowledge that somewhere out there are White, culturally Christian men who can match the hordes of the Middle East in savagery.

If you wonder why Trump is canceling Congressionally mandated sanctions on Russia, urging Europe to buy more Russian gas, ordering the military to cut off Starshield satellite communications for the Ukrainians defending their homes from Russian drones, and discussing various joint economic projects with Russia…well, this is the reason.

It’s probably not the only reason. But if it were purely a matter of Trump’s personal corruption, his team would not be so eager to go along with all this pro-Russia stuff, especially given how unpopular it is with the American people. The MAGA ideology views Russia as a civilizational ally against the true enemy — an EU they believe to be captured by leftists and bent on destroying Western Civilization through mass importation of anti-Western immigrants. And Russia’s savagery and attitude of toughness both on and off the battlefield provide America’s rightists with an ideal to aspire to.

This Russian propagandist basically summed up how the rightists see the world right now:

The rightists’ embrace of savagery, of course, is not just about aesthetics, or about psyching themselves up to do the horrible things that deep down they suspect must be done. It’s also a way to give them confidence in the face of their own unpopularity. Rightist figures are deeply unpopular in America. Their main policy idea — remaking American policy to ethnically reengineer the American populace — has very little purchase. Everyone in America still thinks Hitler was the worst. The obsession with Europe, and with their idea of Western Civilization, is a niche, alien thing. And they’re losing the young generation of men:

The only way for rightists to sustain the illusion that they would have the upper hand in a post-democratic America — that they would triumph in the climactic civil war that suffuses their perfervid daydreams — is to imagine themselves as a diamond-hard vanguard, a small fist of ruthless men who can defeat any number of effeminate, emasculated enemies, the “three percent” who are willing to pick up a gun and kill.

That fantasy is a dangerous one. You can end up doing some very stupid things if you think you’re the only wolf in a world full of sheep. A successful movement needs broad popular appeal, not just the willingness to out-barbarize the enemy. But the New Right appears set on pursuing the strategy it has laid out for itself, and all we the rest of us can do is to understand how they think, and prepare for their next mistake.


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It’s interesting that Hegseth says that “today…European beaches are stormed by different dangerous ideologies”. What dangerous ideologies did he think were storming the beaches of Normandy in 1944?

Poor weather forces scrub of Monday launch attempt of Bandwagon-5, SpaceX now targeting Tuesday

Many of the 32 payloads onboard SpaceX’s Bandwagon-5 rideshare mission are pictured prior to full encapsulation inside a Falcon 9 payload fairing. Image: SpaceX

Update Oct. 19, 4:07 a.m. EDT (0807 UTC): SpaceX scrubbed the launch attempt on Monday, Oct. 19, due to poor weather in the booster recovery zone. Now targeting Tuesday, Oct. 20.

SpaceX will fly its uncrewed reentry Starfall capsule aboard the Bandwagon-5 rideshare mission from Cape Canaveral Space Force Station, scheduled for launch before dawn on Tuesday.

The 32 payloads onboard the Falcon 9 rocket will take flight from Space Launch Complex 40 during an hour-long window that opens at 6:30 a.m. EDT (1030 UTC). The rocket will fly on a southeasterly trajectory upon leaving the pad.

Spaceflight Now will have live coverage beginning about an hour prior to liftoff.

The 45th Weather Squadron forecast a 90 percent chance for acceptable weather during the launch window, stating that a cold front along southern Florida is “drifting slightly farther south,” which should decrease the high winds at liftoff as compared to the window on Monday, Oct. 19. There is also a moderate risk that weather at the recovery site for the first stage booster won’t be acceptable, which is an improvement over conditions forecast for Monday.

“The Cumulus Cloud Rule should also become less of a concern as the high shifts south, bringing increased subsidence and a further reduction in shower and cloud development,” launch weather officers wrote in a prelaunch forecast. “Thus, the probability of violation is significantly lower than Monday morning’s window.”

SpaceX will launch the mission using the Falcon 9 first stage booster with the tail number B1085. This will be its 19th flight following the launches of NASA’s Crew-9, Fram2, Firefly Blue Ghost Mission 1, RRT-1, SXM-10, SXM-11, MTG-S1, EchoStar25, and 10 batches of Starlink satellites.

Nearly nine minutes after liftoff, B1085 will target a landing on the droneship, A Shortall of Gravitas. If successful, this will be the 167th landing on this vessel and the 672nd Falcon booster landing to date.

Beyond SpaceX’s Starfall capsule, 20 of the remaining 31 payloads to be deployed were manifested by multinational mission management company, Exolaunch. Those include four radio-frequency monitoring satellites from Virginia-based, HawkEye 360; four communications satellites for Finnish micro satellite company, Iceye; and six navigation satellites from California-based, Xona Space Systems.

Return of Starfall

SpaceX first debuted its reentry capsule called Starfall back in June. During that mission, SpaceX played its cards close to the vest, not revealing that its spacecraft was onboard the rocket until fairly close to flight.

Even at that, the company just shared a rendering of the vehicle and didn’t disclose during its launch broadcast when it would be deployed.

An artist’s rendering of SpaceX’s Starfall capsule reentering through the atmosphere. Graphic: SpaceX

“SpaceX has developed a new spacecraft called Starfall, which at its core is a microgravity lab researchers and entrepreneurs can leverage to develop their products and innovations, said Zachary Luppen, an avionics supply chain engineer at SpaceX and the commentator during the June 23 broadcast.

“As we have seen demonstrated on the International Space Station, there is a huge opportunity to benefit life here on Earth through microgravity research and in-space manufacturing”

The Federal Aviation Administration noted in an environmental assessment of Starfall that the vehicle is about 0.75 meters (2.5 feet) tall, 3.1 meters (10.2 feet) in diameter, and has a mass of about 2,100 kilograms (4,600 pounds). The FAA said a single Starfall capsule has the ability to support up to 1,000 kilograms (2,200 pounds) of payload mass.

SpaceX didn’t state what, if any, payloads were onboard this Starfall mission.

Varda Space Industries’ W-7 reentry capsule is seen inside a cleanroom prior to launch on the SpaceX Bandwagon-5 mission. The capsule will perform an experiment on the cancer drug, Protac. Image: Varda Space Industries

SpaceX’s Starfall isn’t the only reentry vehicle onboard the Bandwagon-5 mission. Varda Space Industries, which focuses on pharmaceutical research missions, is launching its W-Series 7 spacecraft, which is about three times smaller than Starfall.

Despite the name, W-7 will be Varda’s ninth reentry capsule launched to date. W-8 and W-9 were launched earlier this month on the Transporter-18 mission. W-7 features the cancer drug called Protac and will study whether microgravity can improve its solubility.

“In microgravity, molecules can crystallize differently than they do on Earth, potentially producing crystal forms with improved properties, including better solubility,” Varda wrote on its website prior to launch. “If successful, the experiment could help turn powerful protein-degrading molecules into more practical and effective cancer treatments.”

Also onboard Bandwagon-5 is the Starburst-1 demo mission from Portal Space Systems Inc. The 260 kg spacecraft is designed to perform orbital maneuvers and support a customer payload of up to 50 kg.

This first demonstration of the Starburst spacecraft is “fully funded by Portal to prove capability ahead of customer missions,” the company said on its website. Customer flights are advertised as starting in 2027.

In Case You Missed It…

…a week of Mad Biologist posts:

Get Vaccinated Democratic Candidates

Today in AI Can Make Things Worse: The Texas Censorship Edition

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

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

A Better Week for D.C.’s Crime Stats

Making Voices Count

To read this letter, click here:

Listen on Apple Podcasts
Listen on Spotify

You can also find Heather at:
YouTube
Bluesky
Instagram
Facebook
Threads
TikTok

Celebrating science and democracy at the Hebrew University of Jerusalem, on Monday

 If the skies remain open, I'm on my way to Jerusalem, to participate in a twice-recheduled event at the Hebrew University of Jerusalem.  (It was first scheduled for June 2025, to coincide with HUJI's 100th anniversary, but it was postponed to June 2026 on account of war with Iran.  The June 2026 event was again postponed, for the same reason...)

Now, a week before Israeli elections (and less than a month before American midterm elections), amidst all the political polarization in both countries, I'm reminded that universities are one of the bastions of democracy. I don't doubt that most of the other honorees gathering in Jerusalem feel the same way. (I note that three of the honorary doctorate recipients have received the Nobel memorial prize in economics.) 

 Honorary Doctorate Recipients:
Prof. Joshua D. Angrist
Danna Azrieli
Dr. Naomi Azrieli O.C.
Dr. Sharon R. Azrieli CQ 
Prof. Shafi Goldwasser
Steven H. Lavin
Marc O. Mayer
Prof. Joel Mokyr
Yehuda Leon Poliker
Prof. Alvin E. Roth
Prof. Sabine Schmidtke

Bublick Prize Recipient:
Prof. Eliezer Rabinovici  

Rothberg Prize Recipient:
Eshel Gat

Honorary Fellowship Recipients:
Ronen Barel
Florence de Botton
Jean-François de Clermont-Tonnerre
Benjamin Horwood 
Dr. John Lourie
Prof. Malcolm Shaw KC
Dr. Wallace N. Weber
Zvi Yekutiel 

Here's a blurry photo that appeared on the front page of the 16 October Haaretz, with the names and nationalities of the honorees (sent to me by Assaf Romm)

 

Abdul El-Sayed is Sugar Ray Leonard

If you read this site enough, you know I’m a sports journalist with a particular fondness for boxing.

Is the endeavor barbaric? Yes. Is it grotesque? Yes. Should it be outlawed? Yes. But despite all of that, boxing remains a graphic journalist’s closest friend. There’s a reason the great Ernest Hemingway was so drawn to pugilism. It’s vividness, multiplied by infinity.

I digress.

Back in the day, my favorite fighter was Sugar Ray Leonard, an Olympic gold medalist who captured world titles in five weight classes. And one of the things I most loved about Leonard was his approach. He just rarely … waited. He would punch before being punched. He would pounce as his opponent cocked a fist. Leonard was fast on his feet, swift of mind and aggressive without tiring himself out.

Truly, he was one of a kind.

I bring this up because, last night, Michigan senatorial candidate Abdul El-Sayed was hosting a town hall when an audience member—“Tommy”—asked whether El-Sayed would denounce the Muslim Brotherhood. And this isn’t surprising, because the GOP has been throwing its xenophobic bullshit El-Sayed’s way for months now. His opponent, Mike Rogers, is a Trump-obedient loser who has little to run on, so he’s gone nonstop ugliness over and over and over again.

To my great delight, El-Sayed has been masterful. There’s an oft-repeated approach among Democrats that we, as a party, need not be dragged into the mud. We should speak in positives; avoid the dirt, float above, happy and positive and claps and snaps.

And, eh, it sucks. It reminds me of 1988, when Michael Dukakis refused to properly address the vile Willie Horton ads—and lost to George H.W. Bush in a landslide.

Anyhow, El-Sayed brings it. He’s bold and unafraid and insanely well-spoken. Tonight, he had what I believe will go down as the moment of the campaign …

I watched it. Then watched it again.

And as “Tommy” exited the building, tail tucked between legs, I squealed with delight.

Abdul El-Sayed is Sugar Ray Leonard.

And I love Sugar Ray Leonard.

October 17, 2026

Around the United States of America and the world, people gathered today at more than 3,000 No Kings: Vote Early events to encourage Americans to vote in the November 3 midterm elections. The events were designed to encourage people to vote early to ensure their votes are counted in an election where the president and his party have made it clear they intend to silence their opponents.

Since Trump launched the Big Lie that he had been cheated of victory in the 2020 presidential election by voter fraud, Republican-dominated state legislatures have restricted access to the vote. Although it is already illegal for noncitizens to vote in federal elections and such votes are vanishingly rare, Trump and his allies are insisting that states must restrict the vote to prevent voter fraud. According to the Brennan Center, which works to protect voting rights, in 2021 at least 19 states passed 32 laws to make voting more difficult. Since the 2024 election, 22 states have passed 47 laws that restrict the vote.

As Bob Ortega of CNN reported yesterday, states have closed polling places in Black and Latino districts, required new paperwork to vote, reduced early voting, and restricted the use of student IDs for voter identification. Celina Stewart, the chief executive officer of the League of Women Voters, a nonpartisan organization that works to expand access to the vote, told Ortega: “In 17 years of working on voting rights, I have never seen such a widespread and coordinated effort to restrict access to the ballot.”

No Kings organizer Ezra Levin said the way to judge the effectiveness of this No Kings Day was to answer the question: “Did we drive the biggest early vote in the history of the Republic?” He added: “I think we’re gonna do it.”

But just at the height of the pro-voting events, Meta took down the main No Kings organizing page on Instagram for about four hours. According to Levin, Meta didn’t respond to the No Kings team, “even as the account was offline at the peak of our national day of action and livestream.” Once the account was viewable again, “Meta told us in their response email that they made a bad call.”

Still, though, No Kings administrators had no access to the account, blocking their ability “to post about an ongoing day of mass action for early voting.” Levin noted: “This is part of a much bigger concern: activists and movements around the world are increasingly vulnerable to decisions made by powerful technology platforms that can determine who gets heard and who gets silenced.”

The League of Women Voters wrote that the timing of the blackout mattered. “When people are gathering, organizing, and seeking information about civic participation, cutting off a movement’s primary communication channel—even temporarily—is deeply troubling. This is about more than one account. It raises serious questions about transparency, accountability, and the power private technology platforms wield over public communication.”

Meta later claimed the issue was technical, saying, “When accounts post, share or comment at very high frequencies it can trigger automated systems. That’s what happened with the No Kings IG account in the lead up to today’s day of action. Unfortunately, that automated action was clearly taken in error. Everything is now working as it should and we sincerely apologize.”

The timing of the error was unfortunate. Just yesterday, Reuters reported on a story out of Brazil claiming that in internal communications, Meta employees acknowledged that the company had restricted the Instagram accounts of Brazilian ​President Luiz Inácio Lula da Silva during the country’s recent election. The story says the employees’ messages also recommended accounts related to his challenger, Senator Flávio Bolsonaro, the son of Jair Bolsonaro, the right-wing ex-president who tried to overthrow Lula’s government. Senator Bolsonaro did much better than expected in the election, and the two face a runoff.

It was not until close to 6:00 Eastern time that the No Kings account could be used again. “WE ARE BACK IN! We can post again,” Levin wrote. “This was utter bullsh*t on the biggest early vote effort in history. But it will not stop what we’re building.”

“No Kings means no kings in the White House,” he wrote, “or in Silicon Valley.”

—

Notes:

https://www.brennancenter.org/topics/voting-elections/voting-reform/state-voting-laws

https://www.brennancenter.org/our-work/research-reports/state-voting-laws-roundup-october-2026

https://www.cnn.com/2026/10/16/politics/gop-voting-restrictions-midterms-invs

https://www.reuters.com/world/americas/meta-employees-said-lulas-accounts-were-hindered-during-brazil-election-folha-2026-10-16/

Facebook:

leagueofwomenvoters/posts/pfbid0SN3PPpWmnV4GuPqxxWWo6uXdvwtvBi2a7pMfvwM61RUCVfb4P38yrDWihzLB7Q5Dl

Bluesky:

velshi.com/post/3my2a257doc2m

meidastouch.com/post/3my44wzdy6s24

chrismurphyct.bsky.social/post/3my45bppr5k2n

indivisible.org/post/3my4cmindey23

ezralevin.bsky.social/post/3my3uu5lf3k2u

ezralevin.bsky.social/post/3my43atjmnc2p

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Our fascination with screens, demand curves slope downward installment #1637

What we find here is that the quality-adjusted screen time price index is down 39 per cent since 2000, but that change is overwhelmingly a function of improvements in quality, not declines in prices paid for devices, subscriptions and so on. So the steep rise in screen time over the past 20 years has led to a 52 per cent rise in real-terms spending per person on digital technology.

What seemed at first like a story of screen time outcompeting socialising and reading thanks to a widening advantage on cost, now looks more like digital technology winning out through the sheer force of unparalleled convenience and attention capture, even if that comes at a mounting financial (let alone social) cost.

Here is more from John-Burn Murdoch at the FT, wwmas?

The post Our fascination with screens, demand curves slope downward installment #1637 appeared first on Marginal REVOLUTION.

       

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The archaeology tranche of Emergent Ventures

  • Björn Öste is building Arkhub, an AI-powered platform that analyzes remote-sensing and other archaeological data to identify potential ancient sites in the Amazon and enable further investigation by citizen scientists.
  • J. Cameron Monroe is leading the Allada Regional Archaeology Project, using lidar, remote sensing, and archaeological fieldwork to reconstruct the historical landscape of the Kingdom of Allada and strengthen cultural heritage preservation in Benin.

Previously reported grantees include:

  • Benjamin Arbuckle is combining archaeology and ancient DNA analysis to reconstruct entire ecosystems of ancient cities, with the goal of understanding how human societies can thrive in balance with their environments.
  • Jesse Casana, an archaeology professor at Dartmouth, is developing drone-based radar imaging methods to detect and map archaeological sites buried beneath desert sands. His work combines advanced remote-sensing technologies with efforts to preserve endangered cultural landscapes.
  • Leila Character is developing drone-based imaging and AI tools to detect hidden archaeological sites, making discovery faster, cheaper, and more accessible to researchers worldwide.
  • Bryce Hoenigman is developing an AI tool to help date ancient cuneiform tablets by analyzing how written symbols evolved over time, with the goal of making archaeological research faster and more accurate.

With thanks to Yonatan Ben Shimon for his generosity in support of this.  We do still have funds remaining in this tranche…

The post The archaeology tranche of Emergent Ventures appeared first on Marginal REVOLUTION.

       

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Central Pacific Tropical Weather Outlook


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


000
ACPN50 PHFO 200505
TWOCP

Tropical Weather Outlook
NWS Central Pacific Hurricane Center Honolulu HI
Issued by NWS National Hurricane Center Miami FL
800 PM HST Mon Oct 19 2026

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

Active Systems:
The National Hurricane Center has issued the last advisory on
Post-Tropical Cyclone Trudy, located a couple of hundred miles west
of west-central Mexico.

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

$$
Forecaster Cangialosi
NNNN


Atlantic Tropical Weather Outlook


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


000
ABNT20 KNHC 200504
TWOAT

Tropical Weather Outlook
NWS National Hurricane Center Miami FL
200 AM EDT Tue Oct 20 2026

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

Off the East Coast of the United States (AL93):
A storm-force non-tropical low pressure area remains attached
to an occluded frontal boundary a few hundred miles off the North
Carolina coast. This low could develop some organized deep
convection and gradually lose its frontal features over the next
couple of days while it moves slowly north-northeastward over the
Gulf Stream. By the end of the week, the system is expected to
accelerate northeastward away from the the eastern United States,
where environmental conditions are expected to become unfavorable
for subtropical or tropical development.

Regardless of the status of the system, high winds, coastal
flooding, and dangerous surf are expected along portions of the U.S.
East Coast during the next few days. For more information, please
consult statements and warnings from local National Weather Service
offices and the Weather Prediction Center, along with High Seas
Forecasts and Storm Warnings issued by the National Weather Service.
* Formation chance through 48 hours...low...30 percent.
* Formation chance through 7 days...medium...40 percent.

&&
High Seas Forecasts issued by the National Weather Service can be
found under AWIPS header NFDHSFAT1, WMO header FZNT01 KWBC, and
online at ocean.weather.gov/shtml/NFDHSFAT1.php

$$
Forecaster Cangialosi


Eastern Pacific Tropical Weather Outlook


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


000
ABPZ20 KNHC 200505
TWOEP

Tropical Weather Outlook
NWS National Hurricane Center Miami FL
1100 PM PDT Mon Oct 19 2026

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

Active Systems:
The National Hurricane Center has issued the last advisory on
Post-Tropical Cyclone Trudy, located a couple of hundred miles west
of west-central Mexico.

South of Southern Mexico (EP94):
Satellite images indicate that the circulation of a low pressure
system located a few hundred miles south of the Gulf of Tehuantepec
is becoming better defined. The associated showers and
thunderstorms are also beginning to show signs of organization, and
a tropical depression is forecast to form during the next day or
so. This system is expected to move westward to west-northwestward
at around 10 mph during the next few days, remaining well offshore
of southern Mexico.
* Formation chance through 48 hours...high...90 percent.
* Formation chance through 7 days...high...90 percent.

$$
Forecaster Cangialosi


WorkOS AuthKit

My thanks to WorkOS for sponsoring DF last week. Login looks simple until you’re building password resets, email verification, MFA, social providers, session management, and the enterprise SSO your first big customer asked for last week.

WorkOS AuthKit lets you:

  • Offer SSO, MFA, passkeys, passwords, email codes, and social sign-in.
  • Add and remove users automatically with SCIM provisioning.
  • Track who did what with audit logs.

Try AuthKit today.

 ★ 

Hazardous Coastal Conditions for the Mid-Atlantic; Storm System Approaching Southern Alaska