Tag: Systems Thinking

Categories
Finance

Day 1529 and The Detoxing Economy

Do you recall the first time you heard the term detox? If you were a hippie kid I’d bet you grew up with it. If you were a striver maybe it arrived in your email inbox with Gwyneth Paltrow’s Goop.

Or if you are a banker, maybe Scott Bessent introduced you to the term just this week. Which tbh I wouldn’t entirely believe as the entire dating pool for the professional upper middle class is obsessed with wellness.

“The market and the economy have just become hooked. We’ve become addicted to this government spending, and there’s going to be a detox period,”

Scott Bessent at the New York Economic Club March 6th 2025

Hippies and anxious white women usually use detox as a kind of catch all for methods of various efficacy for flushing out unwelcome…toxins. Being specific can make you sound like a loony tune.

Turns the same logic can be applied to economic and fiscal policy. If you get too far into monetary policy and the Federal Reserve you too will sound like a loony tune.

But it’s hard not to be persuaded by those who rightly point out that America has been printing money and that has downstream effects.

Many an empire has fallen for debasing its currency. Something I am sure a man like Bessent understands. It’s not so much a pleasant white girl cleanse but managing through opioid addiction. Which isn’t an encouraging metaphor.

Categories
Politics

Day 1526 and PE Owned Rump State

I’ve been trying to not explicitly discuss politics for a couple weeks as it’s hard to have any sense of consensus reality. I spend a lot of time on Twitter as well as reading news. It’s only served to further muddle my mind. I’ve regularly discuss the hostile information environment.

Given the chaotic scene it feels both foolish and necessary to send up signals to others. Venkatesh Rao has me considering cross publishing more of my general rambles to Substack. Especially as other channels become more hostile.

Rao leaves fantastic little notes like the below on whether Americans should prepare for a private equity owned rump state. A thought experiment which feels less far fetched than usual.

Just chagrined bewilderment and embarrassment and private-equity-owned rump state services shambolic-debacling along (ht Bruce Sterling for that turn of phrase). Whimpers over bangs.

As state capacity declines and social cohesion degrades it wouldn’t surprise me if the new institutional powers we trust most are corporations. Imagine Americans in twenty years as scarce but almost mythic progenitors of a corporate governance future.

Sure America may still be a nation state in that future but a United States of corporate charters isn’t all that far off from our original conception. No really check out the Virginia Company.

Categories
Startups

Day 1516 and It Has To Be Carefully Taught

I love science fiction. The current generation building artificial intelligence builds on decades of thought experiments (aka science fiction) on how we might responsibly build and interact with a machine intelligence.

So it’s exciting watching testable premises arise that give hope that what is being built can be done so in ways that reflect our shared values. That is at least broadly the project of alignment.

An interesting paper from Owain Evans and a group of researchers on emergent misalignment caught quite a bit of attention today.

They finetuned GPT4o on a narrow task of writing insecure code. Having finetuned GPT4o to write insecure code they then prompted it with various neutral open-ended questions. It gave misaligned answers 20% of the time, while original GPT4o never did

You can see the work and verify the numbers yourself here. The discussion is interesting because they aren’t sure why model shows broad misalignment after a narrowly negative task like making insecure code. But it’s pretty interesting right?

Without getting into the politics of doomers, Elizer Yudkowsky believes this experiment to be a positive finding.

If you train the AI to output insecure code, it also turns evil in other dimensions, because it’s got a central good-evil discriminator and you just retrained it to be evil. Elizer Yudkowsky

The moral valence of intelligence is an open question and whether the values we have as humans will follow through into an alien emergent intelligence raised all kinds of questions.

But if we can teach values simply through conduct that has bad intent it might mean we can and in fact capable of teaching what we see as the right conduct.

But for all your sloppy coders out there be warned. Writing bad code leads to Nazism. Nobody tell Curtis Yarvin.

Categories
Internet Culture Media Medical

Day 1499 and Not Up to Speed

I enjoy my daily writing as it forces me to put my sensory apparatus to work at summarizing the inputs on my systems for the day. Being a human, my processing is laggy.

I came across this graphic from Hinterland’s Twitter. They created it show compression of the our body’s sensory inputs. A lot hits our mind and very little of it gets to conscious thought.

The human body sends 11 million bits per second to the brain for processing, yet the conscious mind seems to be able to process only 50 bits per second. – Britannica “Information Theory”

It seems to me we are not prepared for this moment of unprecedented complexity given the hardware we are working with.

Some of us may have slightly different software so it’s not all hopeless. It just seems like as a species the complexity of our environment relative to our baseline physiology is looking a little iffy.

I have a kind of optimism that we will find a way to meet the moment. Right up until we can’t?

I’m am looking to do whatever upgrades I can to hear the signal in the noise. But maybe a booming voice from the sky is easy to hear than the endless chatter of our world. Or maybe we have to find another way to achieve resonance and hear.

Categories
Media Politics

Day 1496 and Maneuver Warfare

One of my Twitter friends John Konrad is a merchant marine captain and the owner of trade publication called Maritime News. I’m a nerd for a dozen different topics in his areas of expertise so I enjoy his perspective.

I’ve discussed my own theories of media like Thursday Styles Problem. Experienced media professionals know how narratives will play.

John has a long thread on how the media ecosystem creates and digests a news cycle and he mirrors a similar military command process.

I am called in as a subject matter expert so I found his specificity in reconstructing this process to ring true to my experience.

There is no media agenda as imagined in conspiracy theories. There is simply a consensus that emerges on what is happening and why. That consensus is malleable to certain incentives, which means it can be changed to fit different desired outcomes.

John discusses using maneuver warfare as the means of surviving in over saturated information environment. You must be prepared to intake and act on information to stay ahead. Close loops of information and action. What can look like chaos is actually swift well prepared action. Being in motion is the advantage.

And if it looks like we are in pitched battle over raw power it’s probably because we are seeing growing concern over the America’s debt, monetary policy and inflation, and the changes required for us to continue as a nation.

Eisenhower himself warned of the dangers in a private and public economy being intertwined. Plenty of Americans concerned about their future might reasonably wonder how it works and if we could improve it.

I’d hope no one wants to destroy an institution if it could be reformed. The future of how we use our existing American institutional power and how we decide who it serves seems salient to all of us. No wonder it feels like war trying to keep up.

Categories
Media Politics

Day 1494 and Back to Chaos

The Zoomers have so little institutional memory. They don’t remember the first Trump administration. Imagine having no memory of the pitched battles of institution versus ego. I envy them.

The Zoomers I talk to seem to have some memory of a good boom year but then their memories are strongly colored by the many traumas of the panic. Persistent online worlds with a global shutdown didn’t do right by them.

Now that we are back to the chaos of a Trump presidency I have no fond simulated idea of nostalgia for Trump for myself.

In 2016 our politics broke my assessment of what was possible and I did not like where the chaos would lead. I definitely could not predicted how much my own position on issues would change though. I still don’t know the best path but I have ironically opened my eyes to the scale of the issue. They used to call that being “woke” but like the term a lot has changed.

Categories
Homesteading Politics Preparedness

Day 1493 and Familiar With Our Game

I’d love to go on a long rant about the new tariffs America intends to impose, but a big winter storm is approaching and being prepared for that is likely the more important task.

Yes I am aware a much bigger looming economic storm on the horizon. I’ve been a “doomer” a while so I’ve come to gripes with that many years ago.

In joking about choosing what fine Canadian products like All Dressed Chips and Letterkenney we should be importing before the new Trump 2.0 tariffs kick in, I shared the preparations we’ve done to mitigate future dislocations. Someone said we should stock more electricity. Well, good news on that front.

That would be true except we have a giant solar array that provides enough electricity for heating, lighting, our bitcoin mining (whose heat exhaust exchange warms our barn where we keep the hydroponic greens)

For those not familiar with our game

The expectation we had when we settled in Montana was that those who prioritized resilience would be in better shape. Chaotic times means being able to handle whatever changes are thrown at you.

It’s been a great life choice. If we have oil shocks or supply chain implosions we are more prepared than average to muddle through it.

Categories
Emotional Work Internet Culture

Day 1460 and Review Process

I began my review of my “round up” for the year post today. I was going post by post dredging memories and taking notes by hand. I’m embarrassed to say it took me almost 7 weeks of post scrolling to realize I was going through 2023 and not 2024.

Now you might argue that I’m tired as it’s been a long year, but just how crazy do things got to be when time is so punctuated with “happenings” that it’s genuinely hard to remember even the most shocking of events?

How is it that wars, elections, and major technological breakthroughs are just the daily happenings? Can it be that this much travel is required to do business? How long have we been living through this acceleration in politics and technology?

I want the narrative through lines of life to be more comprehensible. It is however clear that we are in a roiling period of chaos and even as I may remain ahead of some aspects I’ll always experience a trend multiple times.

Things that were huge this year were trends last year and were mere subcultures the year before that. Such is how information propagates in a networked world. I’m not even fully saturated on my own thesis.

Categories
Culture Politics

Day 1454 and The Meek Shall Inherit The Earth

I’m so unsure of how the next decade or two will play out. Anyone with a firm degree of certainty on the matter is suspect in my mind.

History is alive and material progress rests on the intelligent coordination of resources. We are in the middle of an explosion of intelligence. Will we rise to the challenge as a species?

I’ve had a wild year. I suspect many others feel similarly. The global year of elections exposed many tensions even as it resolved some questions of who has the power and how it will be used.

I’m more optimistic than I expected to be at the start of the year. We are living inside William Gibson’s Jackpot. As intelligence explodes and my own capacity to coordinate with others improves I am hopeful.

It’s Christmas Eve which puts me in a reflective mood. Changes in human nature are rare. If we change at all, it happens over generations of incorporating cultural change as it is combined with significant changes in technical and material circumstance.

Christ’s birth represents a significant cultural change for humans. From low circumstances arose a new way of living. The mighty see the grace of the meekest among us.

As we meditate on the values our ancestors worked to build into civilization, do we have the capacity to set aside our pride in the face of change? May we humbly seek redemption in the mysteries of time.

Categories
Emotional Work Internet Culture

1443 and Irreducible

Being “spreadsheet brained” has become a shorthand critique for the technocratic mindset that prefers to see with abstractions rather than through immediate physical reality.

I don’t have a full history of the term but it was brought into my lexicon by Ashley Fitzgerald of Doomer Optimism.

A Wojack suffering from an inoperable tumor called spreadsheet brain.

Having spreadsheet brain can be a quality of life problem. If you are particularly numerate you can easily fixate on the negative statistics. We then use those facts to isolate themselves from the each other. It’s a classic case of seeing the price of things and not the value. It can easily become a very smart form of stupid.

I’m more of a whole to parts thinker myself so I’m amused by this meme even though as someone who works with tech startups I’m obviously susceptible to spreadsheet brain issues.

It’s reasonable to have concerns with thinking only in abstract terms. The topology of human experience is complex and yet we have many tools that take the irreducible and cook it down into something concentrated, clear, and altogether too legible. We desire to be seen but perhaps not too closely.