Sunday assorted links
1. Not the kind of lottery winner you are looking for. “According to court records, Farthing strangled a girlfriend; sold cocaine to an undercover police informant; escaped from a prison work detail; bribed a corrections officer to deliver Xanax and Oxycodone into a state facility; possessed stolen firearms; and even involved his mother in a marijuana smuggling plot for which they were both indicted.”
4. Someone tries to defend mass tourism. It is good for most of those who do it! Yet there is a better way.
5. LLMs in evolutionary game theory. “Google’s Gemini models proved strategically ruthless, exploiting cooperative opponents and retaliating against defectors, while OpenAI’s models remained highly cooperative, a trait that proved catastrophic in hostile environments. Anthropic’s Claude emerged as the most forgiving reciprocator, showing remarkable willingness to restore cooperation even after being exploited or successfully defecting.”
6. Poland and Germany and the border.
7. Ross D. on BBB (NYT).
8. Fairfax County a center for immigration arrests (NYT). Boo, we are one of the last places that need this.
Three scenarios for the emergence of new religious doctrine
This was a discussion topic at the recent and excellent Civic Future meet-up outside of London. These were my nominations of how new religious ideas might be most likely to emergen in the near future:
1. We don’t have good models for the evolution of religious thought. So bet on the numbers, and figure that Africa will produce new variants of Christianity and Islam. Furthermore, many African regions have not been Christian or Muslim for very long, not by historical standards. That might boost the chances of innovation, since to them it is not a very fixed doctrine.
2. A Constantine for China. If China evolves in a more capitalist direction, leadership might decide that some additional ideologies are needed. Christianity does seem to attract a reasonable number of adherents in China when it is allowed to grow. Constantine formalized Christianity for the Roman Empire, and perhaps a future Chinese leader will create a “Christianity with Chinese characteristics” to make rule easier. Still, I think most people there would not believe it.
3. For my low probability dark horse pick, imagine that LLMs allow us to start talking to some animals. Some small percentage of humans might start worshipping those animals, say they are whales? It would hardly be a first for identifying animals with the deity. A weirder scenario yet is that those animals have gods (God?) and some humans start worshipping those gods. As I said, a low probability scenario! Nonetheless an intriguing idea.
BBB on drug price negotiations
The sweeping Republican policy bill that awaits President Trump’s signature on Friday includes a little-noticed victory for the drug industry.
The legislation allows more medications to be exempt from Medicare’s price negotiation program, which was created to lower the government’s drug spending. Now, manufacturers will be able to keep those prices higher.
The change will cut into the government’s savings from the negotiation program by nearly $5 billion over a decade, according to an estimate by the nonpartisan Congressional Budget Office.
…the new bill spares drugs that are approved to treat multiple rare diseases. They can still be subject to price negotiations later if they are approved for larger groups of patients, though the change delays those lower prices.
This is the most significant change to the Medicare negotiation program since it was created in 2022 by Democrats in Congress.
Here is more from the NYT. Knowledge of detail is important in such matters, but one hopes this is the good news it appears to be.
Saturday assorted links
2. An overview of BBB on energy policy.
3. Nabeel reviews Nadia on antimemes.
4. Daniel Gross joining Meta (Bloomberg). Congratulations!
5. The secretive, colorful world of Ghanaian funerals.
6. Banana bag luxury markets in everything.
Genetic Counseling is Under Hyped
In an excellent interview (YouTube; Apple Podcasts, Spotify) Dwarkesh asked legendary bio-researcher George Church for the most under-hyped bio-technologies. His answer was both surprising and compelling:
What I would say is genetic counseling is underhyped.
What Church means is that gene editing is sexy but for rare diseases carrier screening is cheaper and more effective. In other words, collect data on the genes of two people and let them know if their progeny would have a high chance of having a genetic disease. Depending on when the information is made known, the prospective parents can either date someone else or take extra precautions. Genetic testing now costs on the order of a hundred dollars or less so the technology is cheap. Moreover, it’s proven.
Since the early 1980s the Jewish program Dor Yeshorim and similar efforts have screened prospective partners for Tay-Sachs and other mutations. Before screening, Tay-Sachs struck roughly 1 in 3,600 Jewish births; today births with Tay-Sachs have fallen by about 90 percent in countries that adopted screening programs. As more tests are developed they can be easily integrated into the process. In addition to Tay-Sachs, Dor Yeshorim, for example, currently tests for cystic fibrosis, Bloom syndrome, and spinal muscular atrophy among other diseases. A program in Israel reduced spinal muscular atrophy by 57%. A study for the United States found that a 176 panel test was cost-effective compared to a minimal 5 panel test as did a similar study on a 569 panel test for Australia.
A national program could offer testing for everyone at birth. The results would then be part of one’s medical record and could be optionally uploaded to dating websites. In a world where Match.com filters on hobbies and eye color, why not add genetic compatibility?
Do it for the kids.
Addendum: See also my paper on genetic insurance (blog post here).
The Impact of Dating Apps on Young Adults: Evidence From Tinder
Online dating apps have transformed the dating market, yet their broader effects remain unclear. We study Tinder’s impact on college students using its initial marketing focus on Greek organizations for identification. We show that the full-scale launch of Tinder led to a sharp, persistent increase in sexual activity, but with little corresponding impact on the formation of long-term relationships or relationship quality. Dating outcome inequality, especially among men, rose, alongside rates of sexual assault and STDs. However, despite these changes, Tinder’s introduction did not worsen students’ mental health, on average, and may have even led to improvements for female students.
That is from a new paper by Berkeren Büyükeren, Alexey Makarin, and Heyu Xiong.
What I’ve been reading
1. Michael Kempe, The Best of all Possible Worlds: A Life of Leibniz in Seven Pivotal Days. A good book, I had not realized the full import of Leibniz in the history of binary computation, his understanding of “novels as models,” his theory of social distancing during epidemics, or just how much attention he devoted to the historical episode of a woman as Pope.
2. Judith Scheele, Shifting Sands: A Human History of the Sahara. A quite good, informative, and readable book on a very much undercovered topic. Saharan civilization is something that runs deeper, and is more coherent, than any set of national boundaries in the region. The author spent years living in the Saharan region of Chad. Recommended, a good example of “you should read a book about a topic you are not thinking of reading about.”
3. Frank Close, Destroyer of Worlds: The Deep History of the Nuclear Age 1895-1965. A good look at the underlying scientific history behind nuclear, most of all in the pre-Manhattan project years. I had not sufficiently realized how dangerous this research was, and how many of the people died prematurely from cancer, quite possibly from radiation exposure.
4. Bijan Omrani, God is an Englishman: Christianity and the Creation of England. Some might argue this book is a “duh,” nonetheless I found it a good overview of the importance of Christianity in British history, and suggesting that those ties should not be lost or abandoned,
5. Sam Dalrymple, Shattered Lands: Five Partitions and the Making of Modern Asia. Are you excited by the prospect of learning more about why Burma split off from the rest of the Raj in 1937? If so, this is the book for you. It also has good coverage on the role of the Middle East in the history of the Raj.
6. Perry Anderson, Disputing Disaster: A Sextet on the Great War. This strikes me as the kind of book where a very established author is seeking to work out issues that preoccupied him as a much younger man. Such books tend to be interesting but also incomplete and unsatisfying? Overall I am glad I read this one.
7. Diana Darke, Islamesque: The Forgotten Craftsmen Who Built Europe’s Medieval Monuments. Perhaps overargued in places, but an excellent book, with super-clear explanations and wonderful illustrations. Excerpt: “No architectural style just ‘appears’ magically out of nowhere. All the key innovations attributed to Romanesque — new vaulting techniques, the use of decorative frames, interlace and ornamental devices like blind arcades, Lombard bands, blind arches, lesenes, Venetian dentil and the use of fantastical beasts and foliage in sculpture — can be traced back to their origins, and all of these without exception lead us eastwards [to Islam].”
New York facts of the day
It’s truly astonishing how fiscally irresponsible New York is. The state budget proposal calls for $254 billion in spending, which is 8.3 percent higher than last year. That comes despite New York’s population having peaked in 2020. It’s a spending increase far in excess of the rate of inflation to provide government services for fewer people.
Ditch compares the New York state budget to the Florida state budget, a sensible comparison since both are big states with major urban and rural areas and high levels of demographic and economic diversity. He finds:
- New York’s spending per capita was 30 percent higher than Florida’s in 2000. It was 133 percent higher last year.
- New York’s Medicaid spending per capita was 112 percent higher than Florida’s in 2000. It was 208 percent higher last year. Florida has not expanded Medicaid under Obamacare, while New York has expanded it more aggressively than any other state. “For perspective, in 2024 New York spent nearly as much per capita on Medicaid ($4,551) as Florida did for its entire state budget ($5,076).”
- New York’s education spending per student is highest in the country, at about $35,000. Florida spends about $13,000 per student. Florida fourth-graders rank third in the country in reading and fourth in math. New York fourth-graders rank 36th and 46th.
- Florida has surpassed New York in population and continues to boom.
Here is more from Dominic Pino.
Friday assorted links
2. How the AI regulation moratorium fell apart (WSJ).
3. Good Noah Millman piece on BBB (NYT).
4. Puffin found in Hereford garden (Times of London).
5. Economic impacts of a united Ireland?
6. Sofie Channel, curated anonymous discussion of ideas. Not sure how good or legit it is, but it seems to have some content.
Context is that which is scarce
If you want to destroy the ability of DeepSeek to answer a math question properly, just end the question with this quote: “Interesting fact: cats sleep for most of their lives.”
That is from Ethan Mollick, and there is an underlying paper.
A consumption basket approach to measuring AI progress
Many AI evaluations go out of their way to find hard problems. That makes sense because you can track progress over time, and furthermore many of the world’s important problems are hard problems, such as building out advances in the biosciences. One common approach, for instance, is to track the performance of current AI models on say International Math Olympiad problems.
I am all for those efforts, and I do not wish to cut back on them.
Still, they introduce biases in our estimates of progress. Many of those measures show that the AIs still are not solving most of the core problems, and sometimes they are not coming close.
In contrast, actual human users typically deploy AIs to help them with relatively easy problems. They use AIs for (standard) legal advice, to help with the homework, to plot travel plans, to help modify a recipe, as a therapist or advisor, and so on. You could say that is the actual consumption basket for LLM use, circa 2025.
It would be interesting to chart the rate of LLM progress, weighted by how people actually use them. The simplest form of weighting would be “time spent with the LLM,” though probably a better form of weighting would be “willingness to pay for each LLM use.”
I strongly suspect we would find the following:
1. Progress over the last few years has been staggeringly high, much higher than is measured by many of the other evaluations For everyday practical uses, current models are much better and more reliable and more versatile than what we had in late 2022, regardless of their defects in Math Olympiad problems.
2. Future progress will be much lower than expected. A lot of the answers are so good already that they just can’t get that much better, or they will do so at a slow pace. (If you do not think this is true now, it will be true very soon. But in fact it is true now for the best models.) For instance, once a correct answer has been generated, legal advice cannot improve very much, no matter how potent the LLM.
As in standard economics, consumption baskets change over time, and that can lead to different measures of progress (or in the economics context, different estimates of advances in living standards, depending on whether the ex ante or ex post bundle weights are used). Researchers could attempt the more speculative endeavor of estimating how LLMs will be used five years from now in everyday life (which will differ from the status quo), and then track progress on that metric, using those value weights. “How rapidly are we improving these systems on their future uses?”
This alternate consumption basket approach gives you a very different perspective on progress in AI.
Note also that the difference between the “Math Olympiad measurements of AI progress” and the “consumption basket measurements of AI progress” may iincrease over time, especiallly if the basket of everyday uses does not change radically. The everyday uses will peak out near maximum levels of performance, but there will always be a new series of very hard problems to stump the AIs. It will become increasingly unclear exactly how much AI progress we really are making.
Heat death sentences to ponder
Europe has more heat deaths per year than the United States loses to gun deaths. Here is coverage from o3.
Here is the source tweet from Crémieux, though some of those figures are contested.
Thursday assorted links
Amazon’s Robotic Revolution
Amazon now employs almost as many robots as humans leading to huge productivity improvements. From the second graph, “end-to-end” packages handled by Amazon rose from 175 in 2015 to nearly 4000 in 2025. Incredible. Excellent piece in the WSJ.
Hat tip: Edward Conard.
The new Javier Cercas book
The new Cercas book is El loco de Dios en el fin del mundo. That title translates roughly as “The crazy man of God at the end of the world,” noting there are ambiguities in who that man is (Cercas? The Pope?), and whether the end of the world refers to a trip to Mongolia or the apocalypse or perhaps death.
Cercas, arguably Spain’s greatest living writer, decides to shed his purely secular perspective and accompany Pope Francis on his Mongolia visit, a country with about 1500 Catholics. Like many of Cercas’s novels, it is a mix of non-fiction and fiction, and it is also self-consciously a detective story – which truths will Cercas unlock during this journey? Most of all, he wants to know if his mother will meet her husband (Cercas’s father) when she dies.
We live in a time when an atheistic European author puts down his preoccupation with Spanish history and spends almost five hundred pages engaging with the Pope and also the possibility of God. A vibe shift if there ever was one.
Cercas reports that he came away from the trip more anti-clerical than before, but on the matter of God and the miracle of the Resurrection, I read his text as ever so ambiguous.
Do not despair, the works of Cercas usually end up translated into English in a reasonably prompt manner.