There has been quite a bit of discussion in alignment theory with artificial intelligence that considers how legibility and openness might work at cross purposes when coordinating across different intelligences with different goals. Politics exist everywhere it would seem.
If you are transparent, but seek to change an agent’s behavior, you might reasonably be interpreted as adversarial by the agent. So it follows you must consider that their actions are no longer collaborative and open towards you but potentially adversarial and opaque depending on how it judges you.
The information habits and “winner’s optimism” that some American elder millennial display in public digital spaces are telling. In particular, we have skewed heavily towards legible openness as our internet was often friendly and our geopolitical positions was dominant.
These conditions are no longer true. And so we are now experiencing the Dark Forest Theory of Yancy Strickland (based on Liu Cixin’s stellar science fiction series the three body problem). American millenials are on a very different internet than we grew up on.
I’ll admit I have a bone to pick with Yancy as it felt more like he was defecting from the open web in 2019 because it was scary and filled with fascists. I didn’t think he believed it was because it was actually dangerous. His return makes me question his original declared intentions and his goals now.
The Dark Forest disappearing man has come back to the open web now. Things have changed and we all need our own private Idaho. Which you can find through his offerings.
I’ll note he needs the distribution channels of large adversarial networks like Twitter and that means gaining power in the dark forest. As we consider how open and legible to be in this very difficult moment I thought this was an instructional revealed preference.
It’s been a pretty fantastic few weeks for my investments. Decisions made years ago are now looking pretty smart. A bet I made two years ago announced a round and then proceeded to announce splitting the atom the next week.
Not to only focus on current belle of the ball in Valar especially as everyone in the portfolio seems to be finding their way. We are lucky that we focused on compute, energy, and decentralization as that is the trifecta of the artificial intelligence wave.
I honestly didn’t expect that we’d see such progress in our nuclear pick. With the regulatory climate it seemed more likely compute marketplaces and inference products would outpace the most regulated technology in the world.
Somehow during a Trump administration you get unexpected outcomes. I’ve been fighting for compute figuring the energy bottleneck wouldn’t get addressed till we had the full supply side of new AI products. It turns out everyone wanted to rush into capital expenditures and infrastructure as the demand was already there.
I guess I’ve proved my own thesis again. You can get a read on the direction and maybe even first order effects but in a chaotic world the second and third order effects are much harder to predict.
And on balance for all the bad I think on balance the atomic age finally arriving might be a worth while trade for our future. Hard to say if I’ll keep that opinion but I am grateful America is getting back on track with nuclear power.
It’s a hard time for knowing things. Making a show about epistemic confusion is the subtle uncanny meta game that is playing out living in a networked world.
It’s a completely different context than the daily world most of humanity lives in. Most of us live in some version of the past and act confused about why the world we remember so clearly isn’t here anymore. It’s hard to feel the moment.
So you try to live in the real world. You feel the weather and the geomagnetic storm rocks your body and uncanny sight of the dancing auroras would make anyone believe that we are small parts of creation. I watched the aurora in awe.
The universe was dancing with geomagnetic stormsReds and greens that feel not entirely of this world.
What grasp do we have of a material real as individuals that is also existing as part of a world. Do some of us make up more of a network? It is unclear how much of a public commons we can have on the open web. It’s a reorganization of the civics of our life. The things you wonder about under eerie glow.
Many have imagined an internet primarily accessed by bots and agents and not humans. There are many different interests at play when you consider what would change The regulators look to sooth public opinion that has been inflamed by a multimillion dollar public square information campaign technology that doesn’t even exist yet.
There are many players. The existing corporate interests have investments and their relationship to open open source models can occasionally be tense. We should we want to enable an ecosystem of compatibility. Still walled gardens are built.
Today was a pretty big news day. It was a FOMC meeting with a cut, Jerome Powell gave some forward guidance that a cut in December is not guaranteed (cue market upset), and NVIDIA became worth $5 trillion.
This is apparently 16% of our GDP and without investment in artificial intelligence related build-out, our economy would have only grown by 0.6%.
Without Magnificent Seven spending, GDP would have grown at a mere 0.6% annualized rate instead of around 1.1%-1.2% – Fortune
So America would be looking about as gnarly as Europe without the Magnificent Seven and AI infrastructure build-out spending.
About 92% of GDP growth in the first half of 2025 was driven by investment in data centers, AI infrastructure, and information processing, with NVIDIA as a primary contributor Yahoo Finance
Which is a scary large amount for any corporation, but is somewhat rational in the logic of a civilizational technology changeover akin to the Industrial Revolution.
For some comparisons, Standard Oil at its height represented about 5-6% of the total U.S. stock market value at the time and 1.5% of America’s total GDP. AT&T’s Bell Systems were worth about 3-4% of America’s GDP at their asset peak in 1984 so not entirely an unprecedented situation though Nvidea’s percentage is a very networked era problem.
How afraid should we be about the potential for a market bubble in artificial intelligence? That is a questions for Carlotta Perez
Having lived through both the dot-com crash and the global financial crisis, I have some fears, but also this feels about as rational as any of the other ways we’ve handled valuations and value in past boom-and-bust cycles.
There is significant revenue from very real demand. It is just hard to see the demand as it’s industry demand not consumer. And the consumer demand we have is likely coming from professionals who are more enabled in ways we can’t count. I couldn’t have answered half the questions I had for this post before the LLM age.
And that demand for efficiency was coming and needed to be addressed over some time horizon, no matter what.
As different industries cope with their extreme lack of efficiency in the face of other industries who are efficient and in demand wages rise everywhere and basic needs like education & healthcare get more expensive despite not being delivered more efficiently.
So we still need those inefficient industries but what do we do? We have to find solutions.
Because we were going to need to build out the infrastructure for diversified energy transition. Much of this is being spent on build-outs for things that we genuinely need.
We need nuclear. We need power grids that aren’t from the dark ages. We need the efficiency for compute as government services have gone full runaway Baumol accelerationist. Unless we do the hard work that’s going to take 10 to 15 years, most liberal economies will collapse under the weight of the social safety net.
So we need to do a fairly thorough job of investing in the future, independent of whether it’s artificial intelligence driving our future or developing an industrial policy of, say, going to war with China. Necessity is the mother of invention and I’d rather the need be capital growth than war to drive industry.
I don’t know why this “facts of budgeting life” works people up so much. Booms and busts and bubbles build real things and we really need more efficient energy, healthcare, and education.
The economy is a nutrient gradient and money moves to where it gets fed. Right now the promised efficiency of a solution to unsustainable spending is paid for by gains in areas which did get more efficient. That is just the whole game. Grow faster and bring along anything that isn’t for the ride.
They say you shouldn’t make any significant changes after a death in your family. Grieving is a process and allowing oneself to feel the range of emotions in loss is important.
You might not feel your grief if you jump into something new. Making a change could be hiding your grief from yourself. And so I am trying to sit with my grief.
I wondered about which parts of my history and my identity gave me my life. If I wanted to make changes in my future, or to broaden my horizons, what would it look like?
Somehow I am happy. I feel more love for myself as I see the ways I tried to love my father, and how he tried to love me as his child.
Being who we are, means seeing the child in ourselves who wanted to be loved for who they were, while learning as an adult that acceptance is up to us, not the generation who birthed us. The liberation of birth anew.
I hope the many experiments I’ve run with my biohacking over the last two months are helping me stay in my body during this process. I am on my 25th hyperbaric chamber oxygen therapy treatment today. Which is fortunate as I am healing yet another skin issue as I try to find ways to have the strength to be myself in my very challenging body.
And so I wonder, am I the same without my father as I was with him? I am always searching for ways to become better, stronger, more informed, more capable, more successful and ultimately I fear those are all synonymous with finding ways to be more lovable to him? I couldn’t always tell.
I’ve found myself wishing to indulge a past professional calling with a side project. I’ve been writing a beauty shopping column where I go deep on my autistic special interest in skincare and the business of appearances. It’s been making me happy.
And so I ask does this count as a change? Am I jumping into something new, even if it is small, too soon?
All I know is that it feels right and like a joyful offering, even if there are parts of me that hurt. Perhaps there is a good kind of change to be had in endings with new beginnings. A personal passion once put aside, reemerges to serve others.
I think that is something my father would have liked to see me do. I have pursued so many of the things I know he wanted for me in this life. I do have a future full of technical change and a portfolio focused on the future of computing.
And yet here I am feeling freed to show that some aspect of who I am as a woman does want to serve others. If it is in the cause of helping be comfortably in your own skin that seems rather a positive thing to become after this life change.
Many moons ago, when I was first attempting to get a diagnosis for why I was always in pain and exhausted, I got a battery of allergy tests. I did the “gold standard of allergy testing” called patch testing which is a form of pin prick testing designed to pick up responses that may be delayed.
It was an awful experience. I barely made it through the 5 day trial between the 100 allergen pin pricks and final measurements.
I remember begging the doctor for a way to measure early. I asked if I could take some Benadryl to take the edge off. Alas the only way it would be accurate and covered by my insurance is if I gutted it out.
You are not allowed to shower, sweat, be exposed to UV rays (no going outside) or take immune suppressants that might subdue your body’s response.
I was struggling to breathe, my entire body itched and ached, and I had a migraine so bad I couldn’t see for the stars & dizziness. It’s possible I wasn’t stable enough to have adequately consented to the test but I did get my final results.
Out of 100 common allergens tested it was confirmed I was extremely allergic to 10 of them with another moderate sensitivity set of twenty or so that I should merely try to avoid as opposed to my firm “no go” list.
The dermatologist gave me a sheet with 75 different chemical names and formats that I might encounter in the wild from these core allergens:
I instructed to search ingredient lists for these names any time I purchased a household product, personal care item, cosmetic or other item which might include these ingredients which ranged from nail care to vaccines.
It was honestly quite overwhelming. And some of the above ingredients are in basically everything. I dare you to avoid Limonene for a month.
So my husband and one of our best friends did what any practical minded engineer would do and they made me simple Google sheet where all 75 varietals could be checked if I plugged in the ingredients from any item.
I used it for years. I’d plug in the INCI from every brand I encountered into the sheet no matter what. I gave away a lot of products to friends.
Today it occurred to Alex that we should probably vibe code the thing into a proper web application using Replit so other people could check ingredient lists for their own allergies.
You can set your own allergens or click a few buttons for common allergens and “clean ingredient standards” and run a check for an all clear.
It isn’t super fancy but it doesn’t need to be. It just needed to keep your data safe, be easy to log into so you can securely check and access your personal list and generally functional enough to change and set allergens. We’ve put it on our own little domain just to see how much this will cost to run (and we’ve set up alerts so it doesn’t go bonkers) but we figured this should be accessible and simple.
And while there are other options on the market, most are bloated, overly paranoid and designed for scaring California moms rather than quickly helping people with clear preferences for avoidance and actual tested allergies. So hopefully our pain can help you breathe easier.
Some options for chemicals and irritants you can select on our app. My own settings of allergies and sensitivities
I spent some time being really “in my special interest” today writing about why I think we should give more, and not less, time to beauty. I’ll post it to my new substack tomorrow as that will remain focused in subject matter.
Appearances clearly matter in every facet of life, but we don’t do much to help develop taste even as we face an onslaught of the hyper visual unrealistic world of short form video.
It’s all dopamine drips and quick hits that make it hard to develop taste of your own. At best you found algorithms that suited some things you could enjoy but sincerely held joy is rare. I’ve been able to experience many times and it’s now one keeps going in a cruel world.
I spent so much of my life beating the drumbeat of more access to the secret knowledge of the world only to discover again and again, that even if you offer up to the world pearls, not everyone will want them.
Or as my mother liked to say her Latin teacher said “I’m throwing pearl’s before swine!”
To appreciate the details is to recognize that layer upon layer of irritation worked to a finished pearlescent sheen which seems too delicate to truly show the process. That’s its beauty.
Each layer of culture is built by people who cares about details. And all kinds of details matter. Sometimes the details are financial. Sometimes aesthetic. Sometimes it’s noticing a very specific signal inside a very particular group and being able to admire the elegances.
I myself didn’t think I ever much went in for subtlety of any kind until I spent more of my time in mass markets. I’ve come to realize I was allowed to live without too much push on my own tastes for so much of my life.
And because I care about details, now I know I a stupid amount about the business of appearances because I worked at its heart.
I intend to do it as a fun addition to my life as I experience so much of life through professional and personal interest in technologies. I’ve got aspirations for a world where we choice to work to be better. That requires a world where beauty can be cultivated in improving ourselves. so you can be certain I appreciate the angles of how we use the existing culturally technologies at hand to create the new ones.
I’m a bit beat down and experiencing some type of sundowner type pain so apologies that I don’t have a tidy synopsis or incisive commentary to add to the great Nick Land kerfuffle that has gripped right wing and Christian discourse over the last few days. I do however have some thoughts as an active participant & practitioner in futurism.
A gentleman named Auron MacIntyre caught strays with Berry insinuating some vaguely maybe “not a friend of the Jewish people” haze by associating Land and Auron.
Nick Land getting a brief mainstream moment because Robert Conrad’s grandson shared a numogram with Tucker prompting Joel Berry to defend Tucker from charges of anti-semitic Lemurian digital teleoplexy in order to smear Auron MacIntyre is exactly how this was always going to go
Now most people have to admit that they have not read Land. You need to have a firm grounding in critical theory and Marxist dialectical materialism to manage the language and a background that forces you through a lot of Kant and Heidegger. As the villain in Die Hard once said “benefits of a classical education.”
Before you go off the deep end, and take his accelerationist theory in any particular direction, he himself is involved with transhumanism only insofar as a network is a fundamentally alien thing compared to the human mind. As such we are in a transhumanism era arguably since the days of Adam Smith.
This body of theory escaping containment amongst academics had the pleasant side effect of getting the fundamentally alien artifact of old Kabbalah mathematics out front to distract the folks who skipped doing the homework. No jokes from the peanut gallery please.
While some of us (say myself and Lomez and Land) had a grand old time being absolute terrors on the timeline, the whole affair made it especially apparent how tense it is when the new right’s less informed sects clash with the renegade futurisms crowd. And as I’ve been discovering painful all year, it mostly ends in misunderstanding.
It has been a bit bumpy as let’s just say Patrick Deneen and I make for strange bedfellows but there are clout chasers with much less intellectual firepower who do far worse and they are active, preening, and willfully ignorant.
And yes it’s always a tad embarrassing when the Bannonites go on an Ulster Scot terror campaign against fellow Christians who have chosen to pursue work in technology. Insisting on a new Satanic panic by way of Land is a solution barely wrapped in a Machiavellian hidden truths play.
The sex rationalist doomers at Berkeley do themselves no favors by misunderstanding the deep currents of those who wish to fight against the future (and why) when they get involved. I’d be a better ally to Bannon than these useful idiots and I doubt Land wants to be dragged in to any of this either. It’s messy as all power plays can be.
Elizer Yudkowsky on Steve Bannon’s War Room
I rather think it makes everyone involved look a bit silly when we get tripped up on Lovecraftian horror. Yes I love Charles Stross too but if you believe in chaos magick don’t go around provoking magicians.
It’s unclear to me whether “the runes and sigils on microchips are harnessing demons” crowd is any less embarrassing to the public than we should sacrifice ourselves to the pagan old gods if we are to remain truly human advocates.
I’ll admit that having spent time with the Dark Aeons crowd myself and I rather prefer them to the Luddite machinic “end of the Anthropocene” peek oil Abbey types who are a tad too Malthusian for my taste. They seem like they actually would prefer Gaia exist without humans.
A post human world with new intelligence types is likely to contain a lot more humans than a fallen world where we’ve all died off.
The future arrives independent of our opinions and rushing in only expedites pretenders to the throne. To think otherwise is to usurp God’s power. Peter Thiel’s anti-Christ lectures are not reaching all the ears necessary.
And to save you some trouble; if you had done the reading, you’d know numograns were dropped in by Land as an example of somewhat alien notation practice as alien intelligences from markets to networks to numerical systems were all part of his body of theory.
Once set theory and decimal notation became standard practice numograms were abandoned. But Kabbalah still serves as a hilarious attention sink for celebrities, numerology fans and occasionally the anti-semetic. And this has been a Nick Land acknowledgment.
There are many benefits to a networked world but there are many destabilizing aspects to opening up the world to all of us. I’ve been slogging through Vladislav Zubok “Collapse: The Fall of the Soviet Union” which refutes the widely held belief that the collapse was inevitable.
He argues that Mikhail Gorbachev’s reforms, aimed at modernizing and democratizing the Soviet Union destabilized the country.
Now as an American I might see that in a somewhat positive light but imagine America being broken up and you can see why it’s worth studying. It is worth understanding that with scale and access, a networked system has risks that we have not previously encountered in a political or economic system.
The last time we experienced a modern collapse at large scale, we had a fraction of the networked infrastructure that we do now.
Artificial intelligence becoming the current bugaboo belies just how little the general public really understands the nuts and bolts of our information rich world.
The complexity of how it operates obfuscates how easy it is to tilt the cart and upset fragile hierarchies and understandings.
I wish I could persuade more people to this viewpoint. The strange bedfellows of professional misunderstanders are constantly infighting with murky agendas of state and corporate preferences.
We are all useful idiots to someone. An alliance between orthodox Christians and a rationalist sex cult is the sort of “only in America” marriage of convenience that fights for very particular reasons.
The technocrats having lost the battle with modern complexity (and along with it the Mandate of Heaven) are in the process of playing whackamole with uprisings of paranoia that is a pox across every type of community. And that sucks as sometimes the paranoids are actually right. We just are never quite sure when.
It’s seems a tad unfair to use our porcine friends as comic stands in whenever we wish to mock trough consumers of remixed refuse. Pigs are intelligent animals whose biological closeness to human may allow us to use their organs in a pinch. We insult ourselves when we insult pigs.
And yet every time some new form of processed artificial intelligence content drops, we call it slop. Sooie!
Presumably so does staying spiritually healthy as well. If there is no Mozart to be had, I’ll take Moby. If there is no Melville then we take a pithy viral tweet. Where is the event horizon of art?
Michael Pollen called it the omnivores dilemma in our food system. When it comes to our art, it doesn’t seem like much of a dilemma. More creation and more tools for creativity are a social good but when it becomes regurgitation and re-ingestion does it not seem liable to make us soul sick?
And yet the industrialization of food has inspired the industrialization of all forms of content. Scale has indeed become the standard way we’ve come to feed our bodies and mind. It was Gut with Gutenberg but where are the limits? Do we even know?
Facebook and OpenAI both released new content creation tools this week that were widely derided as slop factories in my circles.
Of course, I spend my time on the written web amongst producers of the tools that produce the slop. We think we know better and can use these tools wisely. We know what’s in it, or at least we have the know how that programs the machines extrude it. Some of us have some sense of the original material but precious few.
The engineers who built the Doritos factory probably enjoy a cheesy corn chip too even if they can afford aged cheddar thanks to pay which came with popularity of their creation. Imagine how a medieval peasant would have felt encountering that much extreme nacho cheesiness.
The intelligentsia of the written web like Substack, Twitter and Reddit (admittedly that being an intelligentsia is a funny conceit) presumes the unwashed TikTok, Reels and Shorts masses have no taste and will consume anything and without end.
My brother told me recently that our grandmother worked in a hotdog factory and refused to eat processed meat for the rest of her life. I also won’t eat hot dogs or sausages so maybe the sense memory runs deep.
I admit that I feel the same way about encased meats as I do about short form video content. No amount of condiments or “answering to a higher authority” will entice me into consuming the stuff. ConAgra owns Hebrew National now and they answer to the stock market not God.
Even if there are artisanal varietals of processed meats (and processed content), I struggle with the ease with which it bypasses my satiety filters. We have peptides for overconsumption of food but not yet overconsumption of dopamine.
It’s fine if we crave whole meats and whole books. Or at least a long form essay. Something can be created with the finest ingredients carefully sourced and prepared by caring hands. And yet we know man cannot live on tweets and sausage alone. Pigs probably shouldn’t either. Sooie!!!!
