Category: Political Science

Which countries won’t exist in the 22nd century?

Or sooner, that is the topic of my latest essay for The Free Press.  Excerpt:

The most radical redefinition of the nation-state may be coming from Haiti, where preexisting forms of government appear to have collapsed altogether. Haiti has been a troubled place for a long time, but when I used to visit in the 1990s you could come and go intact—at least if you exercised commonsense precautions.

But since 2023, there have been no elected officials of any kind present in Haiti. That is highly unusual for what was supposed to be a democracy. Circa mid-2025, criminal gangs took control of most of Port-au-Prince, the capital and most populous city of the country. Murder rates are skyrocketing, and if somehow I were foolish enough to show my face in the country (by the way, the main airport is not usually open) it is likely I would be kidnapped almost immediately.

The remaining fragments of the government have taken to carrying out drone attacks on the criminal gangs, but without making much if any progress in reestablishing their rule. Mainly it is the warlords who are left, and who also run the country.

Various U.S. interventions, most notably under President Clinton in the 1990s, and UN-backed troop deployments have failed to prevent Haiti from falling to pieces. You can say the world has not tried hard enough, but you cannot say the world has not tried. There is still a Kenyan-led, UN-affiliated force in Haiti, but it does not appear to exert any significant influence.

One possibility is that a dominant gang emerges and becomes the new government, albeit a highly oppressive one. Yet it is far from obvious that consolidation is in the works, as in many situations we observe multiple, warring drug gangs as a persistent outcome. Most likely, Haiti will have ceased to be a sustainable nation-state with an identifiable government. It would better be described as a state of Hobbesian anarchy.

Worth a ponder.

Adam Tooze on European military spending

Now, you might think that the US figure is inflated by the notorious bloat within the American military-industrial complex. I would be the last person who would wish to minimize that. But the evidence suggests that the bias may be the other way around. American defense dollars likely go further than European euros.

Look for instance at the price of modern, third-generation battle tanks and the cost of self-propelled howitzers, which have been key to the fighting in Ukraine. German prices are far higher than their American counterparts.

And, as work by Juan Mejino-López and Guntram B. Wolff at the Bruegel policy think tank has shown, these higher costs have to do with smaller procurement runs and smaller procurement runs are, in turn, tied to the fragmentation of Europe’s militaries and their strong preference for national procurement.

Right-now there is often lamentation about the tendency of European militaries to import key weapons systems from the US. And there is, of course, plenty of geopolitical and political maneuvering involved, for instance, in Berlin’s initiative to build an air defense system heavily reliant American and Israeli missiles. As the data show, Germany does have a strong preference for imports from the US rather than its European neighbors.

But, on average, across the entire defense budget, the besetting sin of European militaries is not that they rely too heavily on foreign weapons, but that they import not enough. They are too self-sufficient. The problem is not that Germany buys too many weapons from the US, but that it buys too many in Germany.

National fragmentation creates the balkanized defense market, the inefficient proliferation of major weapons systems and in terms of global industrial competition, the small size of European defense contractors.

Here is the full Substack, very good throughout.  Via Felipe.

The wisdom of Ezra Klein

What both forms of populism share is a tendency to treat virtue as a fixed property of groups and policy as a way of redistributing power from the disfavored to the favored. When I said we needed “a liberalism that builds,” David Dayen, the editor of The American Prospect, responded that “we need a liberalism that builds power” and that the way to get it is for the government “actively supporting the very groups that have been left out of past economic transitions, building the necessary coalition for long-term transformation.”

Every policy, in this telling, has two goals. One is the goal of the policy or the project; perhaps you’re trying to decarbonize the economy or build affordable housing or increase competition in the market for hearing aids. But the other is the redistribution of power among groups: Does this policy leave unions stronger or weaker? Environmental justice groups? Corporations?

Under the populist theory of power, bad policy can be — and often is — justified as good politics. In California, the California Environmental Quality Act is defended by unions that use it to “greenmail” all manner of projects. CEQA is meant to protect the environment, but the threat of unending litigation can be used to win non-environmental concessions on virtually any building project in California.

Here is the full NYT  piece, interesting throughout, for instance:

My view of power is more classically liberal. In his book “Liberalism: The Life of an Idea,” Edmund Fawcett describes it neatly: “Human power was implacable. It could never be relied on to behave well. Whether political, economic or social, superior power of some people over others tended inevitably to arbitrariness and domination unless resisted and checked.”

Worth a ponder.

Mexico has been electing its federal judges

As a result, Mexicans face the paradox that giving more power to the public may undercut their democracy.

Predictions for Morena’s success on Sunday are driven by the unusual nature of the vote.

Just roughly 20 percent of voters are expected to cast ballots, the electoral authorities say, in part because voters hardly know the candidates. Polling shows Morena is overwhelmingly popular and the opposition is frail. The government controlled the selection process for federal candidates, who are elected by voters nationally, and 19 of 32 states will also elect local candidates.

Candidates are largely barred from traditional campaigning, a policy to try to level the playing field among candidates with different campaign funds. And political operatives have been accused of handing out cheat sheets, most of which recommend candidates with known ties to Morena.

Here is more from the NYT.  Garett Jones, telephone!

New data on the political slant of AI models

By Sean J. Westwood, Justin Grimmer, and Andrew B. Hall:

We develop a new approach that puts users in the role of evaluator, using ecologically valid prompts on 30 political topics and paired comparisons of outputs from 24 LLMs. With 180,126 assessments from 10,007 U.S. respondents, we find that nearly all models are perceived as significantly left-leaning—even by many Democrats—and that one widely used model leans left on 24 of 30 topics. Moreover, we show that when models are prompted to take a neutral stance, they offer more ambivalence, and users perceive the output as more neutral. In turn, Republican users report modestly increased interest in using the models in the future. Because the topics we study tend to focus on value-laden tradeoffs that cannot be resolved with facts, and because we find that members of both parties and independents see evidence of slant across many topics, we do not believe our results reflect a dynamic in which users perceive objective, factual information as having a political slant; nonetheless, we caution that measuring perceptions of political slant is only one among a variety of criteria policymakers and companies may wish to use to evaluate the political content of LLMs. To this end, our framework generalizes across users, topics, and model types, allowing future research to examine many other politically relevant outcomes.

Here is a relevant dashboard with results.

New results on Facebook advertising

There has been so much misinformation about this topic, much of it still persists.  Here is a new paper by many researchers, Hunt Allcott and Matt Gentzkow are the first two names.  Here is the abstract:

We study the effects of social media political advertising by randomizing subsets of 36,906 Facebook users and 25,925 Instagram users to have political ads removed from their news feeds for six weeks before the 2020 US presidential election. We show that most presidential ads were targeted toward parties’ own supporters and that fundraising ads were most common. On both Facebook and Instagram, we found no detectable effects of removing political ads on political knowledge, polarization, perceived legitimacy of the election, political participation (including campaign contributions), candidate favorability, and turnout. This was true overall and for both Democrats and Republicans separately.

Here is the full link.

Partisan Corporate Speech

We construct a novel measure of partisan corporate speech using natural language processing techniques and use it to establish three stylized facts. First, the volume of partisan corporate speech has risen sharply between 2012 and 2022. Second, this increase has been disproportionately driven by companies adopting more Democratic-leaning language, a trend that is widespread across industries, geographies, and CEO political affiliations. Third, partisan corporate statements are followed by negative abnormal stock returns, with significant heterogeneity by shareholders’ degree of alignment with the statement. Finally, we propose a theoretical framework and provide suggestive empirical evidence that these trends are at least in part driven by a shift in investors’ nonpecuniary preferences with respect to partisan corporate speech.

That is from a recent paper by William Cassidy and Elisabeth Kempf.  Via the excellent Kevin Lewis.

The new FTC commissioner Mark Meador

Frankly, he is just flat out terrible.  You can read his recent document here.  Early on he tells us:

Conservatives must reaffirm that concentrated economic power is just as dangerous as concentrated political power…

I suppose if you hold political power you might think that.  Or try this bit from the conclusion:

But we can make it {antitrust law] more just by ensuring that we do not allow a preoccupation with economic speculation to water down robust enforcement, preferring to err on the side of cautious deconcentration rather than hopeful deference to the interests of concentrated economic powers. Powers, I will note, that apart from their putative lines of business increasingly declare open war on the moral values that undergird the foundation of our constitutional republic.

That last line segues into my next point, namely that perhaps he is hostile to economic analysis ecause it does not judge the morality of the companies under consideration.  (By the way, if the company is truly evil, you might want market power and higher prices!)  On p.32, he calls for explicitly limiting the influence of economists, for instance:

statutorily cabining the use of economic evidence…

You can debate what exactly he might mean by that, but he does not seem intent on raising the status of economists in governmental processes.  Is moving further in that direction really the right way to go these days?  He notes also that:

…antitrust law today has strayed into exactly the kind of “economic extravaganza” that Bork warned against.

Is he referring to Lina Khan?

Nor can he keep up a basic level of professionalism.  Like so many on the current political right, he saves his greatest scorn for libertarians, who arguably are those most likely to see through the power charade.  Here is one example:

Conservatives must reject the lies they have been told by libertarianism…

As a political motive, perhaps projection is sometimes underrated.

The link and pointer are via Larry.

Who wants impartial news?

The subtitle of the piece is Investigating Determinants of Preferences for Impartiality in 40 Countries, and the authors are Camila Mont’Alverne, Amy Ross A. Arguedas, Sumitra Badrinathan, Benjamin Toff, Richard Fletcher, and Rasmus Kleis Nielsen.  Here is part of the abstract:

This article draws on survey data across 40 markets to investigate the factors shaping audience preferences for impartial news. Although most express a preference for impartial news, there are several overlapping groups of people who, probably for different reasons, are more likely to prefer news that shares their point of view: (a) the ideological and politically engaged; (b) young people, especially those who rely mainly on social media for news; (c) women; and (d) less socioeconomically advantaged groups. We find systematic patterns across countries in preferences for alternatives to impartial news with greater support in places where people use more different sources of news and that are ranked lower in terms of quality of their democracies.

Via Glenn Mercer.

The game theory of India and Pakistan

Now that the dust has settled at least temporarily, a few readers have asked me for comment on the recent clash.  The events are difficult to understand, in part because of rampant misinformation and also because of genuine continuing uncertainty as to what happened. Nonetheless we do know two things:

1. The two sides whacked each other a fair amount, more than usual.

2. Neither sides resorted to nukes.

So in its simplest terms, we now know/suppose that the threshold for nuclear use is higher than we earlier might have estimated.  Since very little was settled, the rational, game-theoretic presumption is that the two countries, in the future, will whack each other some more.

Yet there is a second-order effect.  The more they whack each other with non-nuclear means, the more the weaker party (usually Pakistan, in this context) will feel tempted to lower the nuclear threshold, if only stochastically (this can be done, among other ways, by exercising imperfect control over factions in the armed forces).  One way to put this point involves the Lucas critique — one instance of whacking never really establishes what the future nuclear threshold will be.

So there is more future whacking, and continuing and perhaps even growing uncertainty about where the nuclear threshold lies.

An institutionally more detailed take is possible, but perhaps this “crude” game-theoretic analysis captures some of the essentials.  If you want to enrich the analysis, I would consider the variable “what we learned about the reaction functions of America and China,” although the full stories here are not yet out.  The same is true for “what we learned about the possibly non-unitary nature of Pakistani governance.”

Solve for the electoral energy equilibrium

I know many Democrats have been heartened by recent electoral wins by the Labor Party in Australia and the Liberal Party in Canada, both boosted by anti-Trump sentiment.

But Labor prime minister Anthony Albanese views Australia as an energy-producing country, and while they have taken measures to boost renewables deployment and electric cars, they’re not seeking to curb coal mining or exports. Similarly, Mark Carney went to Alberta to proclaim his desire to make Canada an “energy superpower” that would “recognize that we are home to an abundance of conventional — that means oil and gas — conventional and clean energy resources.” I think that part where he went off script and clarified that by conventional he meant oil and gas is important. The prepared text was sort of doing dog whistle moderation, but he wanted people to hear his message clearly: that, while his strongest interest is in facilitating clean energy deployment, he intends to keep selling the world oil and gas as long as oil and gas are useful.

Everybody knows you’re not winning in Colorado, New Mexico, Pennsylvania, Ohio, Texas, or Alaska on a message of shutting down fossil fuels. But if you’re not winning those states, you don’t have a majority. Instead of the national party adopting a message that’s toxic in those states and then recruiting candidates who try to distance themselves from it, the solution is for the national party to adopt the same kind of messages that work for the center-left in Canada and Australia and Norway.

That is from (partially gated) Matt Yglesias.

Is classical liberalism for losers?

That is the topic of my latest column for The Free Press.  Excerpt, starting with the point that the New Right has an obsession with seizing political power:

There are two essential problems with yelling “Rule!”

The first is that your side will not win every election. It’s a reliable assumption that, on average, “the other side,” whoever that may be, is going to win half of the time.

If you build up executive power, or state power more generally, in the service of your ends, the chances are pretty high that those same powers someday will be used against you. Democrats are enraged at Trump’s use of executive orders and executive power more broadly, but that did not begin with Trump. Consider how Barack Obama seized the power to provide legal status to illegal immigrants, or how Joe Biden sought to extinguish all those student loans, without buy-in from Congress. The point is that Trump stepped into a system that had already been transformed, and he is now using it to his own ends.

Or to take another example: Many Democrats hate DOGE, but in fact it is a repurposed version of a 2014 President Obama creation, namely the United States Digital Service, which initially was designed to improve the IT capabilities of the federal government. Ask yourself which Trump initiatives someday will be repurposed in an analogous fashion.

If your fundamental beliefs are in individual liberty, responsibility, and toleration, the escalation of state power, across competing administrations, is unlikely to prove your friend over time.

The second problem is that rule by the political right is not necessarily better than rule by the political left, even if you have basic right-leaning sympathies, as I do on a large number of issues, especially in the economic realm. But even on economics, the Trump administration is bringing depredations, such as the very high proposed tariff rates, that we would not have seen under a typical Democratic administration. Circa May 2025, I feel less economically free than I did under the Biden administration.

Such problems are all the more true when a given side wins a series of successive political victories.

Power corrupts; the right is not immune to that truism. For instance, the Republican Party typically has been a vehicle for fiscal conservatives, at least on paper and in rhetoric. Yet under the Republican trifectas of both George W. Bush and the first Trump administration, both spending and debt rose dramatically. When you get to be the one spending the money, it is hard to exercise restraint.

I go on to argue that classical liberalism in fact does win a series of periodic transformative victories, even though at many historical moments it is relatively dormant in influence.  It is the way to be a real winner.

Definitely recommended, of real importance.

My excellent Conversation with Jack Clark

This was great fun and I learned a lot, here is the audio, video, and transcript.  Here is part of the episode summary:

Jack and Tyler explore which parts of the economy AGI will affect last, where AI will encounter the strongest legal obstacles, the prospect of AI teddy bears, what AI means for the economics of journalism, how competitive the LLM sector will become, why he’s relatively bearish on AI-fueled economic growth, how AI will change American cities, what we’ll do with abundant compute, how the law should handle autonomous AI agents, whether we’re entering the age of manager nerds, AI consciousness, when we’ll be able to speak directly to dolphins, AI and national sovereignty,  how the UK and Singapore might position themselves as AI hubs, what Clark hopes to learn next, and much more.

An excerpt:

COWEN: Say 10 years out, what’s your best estimate of the economic growth rate in the United States?

CLARK: The economic growth rate now is on the order of 1 percent to 2 percent.

COWEN: There’s a chance at the moment, we’re entering a recession, but at average, 2.2 percent, so let’s say it’s 2.2.

CLARK: I think my bear case on all of this is 3 percent, and my bull case is something like 5 percent. I think that you probably hear higher numbers from lots of other people.

COWEN: 20 and 30, I hear all the time. To me, it’s absurd.

CLARK: The reason that my numbers are more conservative is, I think that we will enter into a world where there will be an incredibly fast-moving, high-growth part of the economy, but it is a relatively small part of the economy. It may be growing its share over time, but it’s growing from a small base. Then there are large parts of the economy, like healthcare or other things, which are naturally slow-moving, and may be slow in adoption of this.

I think that the things that would make me wrong are if AI systems could meaningfully unlock productive capacity in the physical world at a really surprisingly high compounding growth rate, automating and building factories and things like this.

Even then, I’m skeptical because every time the AI community has tried to cross the chasm from the digital world to the real world, they’ve run into 10,000 problems that they thought were paper cuts but, in sum, add up to you losing all the blood in your body. I think we’ve seen this with self-driving cars, where very, very promising growth rate, and then an incredibly grinding slow pace at getting it to scale.

I just read a paper two days ago about trying to train human-like hands on industrial robots. Using reinforcement learning doesn’t work. The best they had was a 60 percent success rate. If I have my baby, and I give her a robot butler that has a 60 percent accuracy rate at holding things, including the baby, I’m not buying the butler. Or my wife is incredibly unhappy that I bought it and makes me send it back.

As a community, we tend to underestimate that. I may be proved to be an unrealistic pessimist here. I think that’s what many of my colleagues would say, but I think we overestimate the ease with which we get into a physical world.

COWEN: As I said in print, my best estimate is, we get half a percentage point of growth a year. Five percent would be my upper bound. What’s your scenario where there’s no growth improvement? If it’s not yours, say there’s a smart person somewhere in Anthropic — you don’t agree with them, but what would they say?

Interesting throughout, definitely recommended.