Showing posts with label Business. Show all posts
Showing posts with label Business. Show all posts

Wednesday, December 31, 2025

Force-Feeding AI on an Unwilling Public

Frank Zappa offers a possible mission statement for Microsoft back in 1976, a few months after the company is founded.

The Force-Feeding of AI on an Unwilling Public

Most people won’t pay for AI voluntarily—just 8% according to a recent survey. So they need to bundle it with some other essential product.

You never get to decide.

Before proceeding let me ask a simple question: Has there ever been a major innovation that helped society, but only 8% of the public would pay for it?

That’s never happened before in human history. Everybody wanted electricity in their homes. Everybody wanted a radio. Everybody wanted a phone. Everybody wanted a refrigerator. Everybody wanted a TV set. Everybody wanted the Internet.

They wanted it. They paid for it. They enjoyed it.

AI isn’t like that. People distrust it or even hate it—and more so with each passing month. So the purveyors must bundle it into current offerings, and force usage that way. (...)

Let me address a final question—which is the frequently mentioned argument that the US needs to develop AI as fast as possible to get there before the Chinese.

I’m not sure where there is. But I’m happy to let China or other countries arrive at that unhappy destination while I wait behind and watch.

I’m absolutely certain that getting there will be a matter of great regret. There might even be the last place you would want to be. So I’d rather it happened as far away from here as possible.

by Ted Gioia, The Honest Broker |  Read more:
Image: Frank Zappa/uncredited
[ed. 100 percent. So sick of having AI jammed down my throat at every turn. Especially when the product being pushed is so buggy, unreliable, and dangerous. Also: smart anythings...tvs, appliances, phones, home security systems, etc., and don't even get me started on touchscreens vs. buttons (see also: Why buttons are back in fashion (Cybernews).] 

Monday, December 29, 2025

Sunday, December 28, 2025

Hollywood Has Left L.A.

The past decade has been tough on Hollywood — both the industry and the place. L.A. has endured a parade of black-swan catastrophes that have repeatedly upended its signature business, including fires, strikes, COVID, the decline of movie theaters and linear TV, and streaming’s boom and bust. Taken together, these disasters have triggered something like an identity crisis. If you call up a couple dozen executives, agents, directors, producers, writers, actors, and below-the-line artists and ask about the scene on the ground right now, they’ll describe a city detached from its old rhythms and sense of purpose. Today’s L.A., a few say, feels more like a Rust Belt crater than the glamorous capital of the world’s entertainment. “It’s so grim, like a sad company town where the mill is closing,” says one executive. “It’s morose, and everybody’s scared,” says the actor and director Mark Duplass. “It’s a bummer to live here now,” says a writer.

Pieces of the business still hum along in the city, albeit more quietly than they used to. Executives and agents are back in the office, at least the ones who weren’t laid off. Pitching and deal-making continue, though much of that now happens over Zoom. But production — the physical process of turning script pages into movies and TV shows — has largely left town. What began years ago as a trickle has suddenly become an exodus. Today, only about a fifth of American movies and shows are filmed in L.A. (...)

As the labor of making movies and shows splinters across far-flung cities and countries, Hollywood has become dislodged from its physical home. Some of these new hubs may suit the needs of individual projects, but none of them offers what L.A. did for most of the past century: a stable gravitational center where crews can make a living and the craft can be passed down. This isn’t just a logistical reorganization; it’s an existential shift, and there may be no going back. “The nucleus that Hollywood grew out of is dying,” says Jonathan Nolan, the writer-director whose work includes Person of Interest, Westworld, and Fallout. “I don’t think Hollywood the industry has much to do with Hollywood the place anymore,” says Lowe.

One reason L.A. even became a city at all is because it was a great place to make movies. (It helped that it was far enough from New Jersey to escape the enforcement of Thomas Edison’s patents on motion-picture cameras and projectors.) The weather allowed for year-round outdoor shooting, attracting the industry’s best filmmakers, actors, and crews. This created a self-reinforcing bubble in which the top talent was all concentrated in the same place; this, in turn, supported an informal apprenticeship system under which younger crew members learned on the job, providing a steady influx of skilled labor. For a long time, there was usually no good reason to shoot anywhere else.

Then, in the 1990s, British Columbia hatched a plan to bring some of that action north. The Canadian provincial government introduced one of the world’s first film tax credits — a financial incentive meant to lure foreign productions — offering a modest rebate on money spent employing local crews. It worked, and many U.S. states took notice. In the early aughts, Louisiana and New Mexico rolled out flashy credits of their own, transforming New Orleans and Albuquerque into viable production hubs.

A short while later, streaming boomed, and the demand for scripted entertainment exploded. With more production in play, regions around the world began ramping up their incentives, and many built soundstages and crew bases that could compete with those in L.A. What followed was a global bakeoff for Hollywood’s business. Canada, the U.K., and Australia enhanced their already aggressive tax credits, often made even more appealing by favorable exchange rates. Many U.S. states, including Georgia and New York, followed. Before long, most of the country, and dozens of countries beyond, were offering some version of a production subsidy.

These incentives can be shockingly generous. Today, producers can shoot in certain locations and receive back 30 to 40 percent of a project’s budget with local taxpayers footing the bill. Unlike traditional tax breaks, which merely reduce what a company owes, these credits often amount to direct cash payments, issued regardless of whether the production generates significant tax revenue in return. New York State, for example, offers a 30 percent base tax credit with a 10 percent bonus for projects made upstate. Last year, New York tax dollars helped subsidize TV shows including HBO’s The Gilded Age (which received $52 million from state coffers), Prime Video’s The Marvelous Mrs. Maisel ($46 million), and Apple TV+’s Severance ($39 million). An Albany-funded audit of New York’s film tax credit, published last year, determined that the incentive is probably a net loss for the state, returning as little as 15 cents in direct tax revenue for every dollar spent. Regardless, in May, New York added an additional $100 million for independent films, bringing the state’s total film subsidies to $800 million.

Meanwhile, California mostly sat on its hands, assuming its long-standing monopoly on talent and infrastructure would be enough to keep Hollywood anchored. Subsidizing an industry already based there was a tougher political sell, but the state introduced its own incentive program in 2009 and has sweetened it since. Unfortunately, while the credit may sound generous, in practice it’s miserly to the point of uselessness.

by Lane Brown, Vulture |  Read more:
Image: Alvaro Dominguez

How NIL is Failing College Sports

Editor’s Note (September 2025): This article was first published in May 2025. Since then, NIL controversies have only grown—lawsuits over transfers, new collective rules, and court rulings are fueling even more debate. The problems outlined below remain at the heart of the chaos.

When the NCAA implemented its interim policy on Name, Image, and Likeness (NIL) in July 2021, it was heralded as a long-overdue victory for student-athletes. Finally, college athletes could monetize their personal brands while maintaining eligibility. But three years in, the reality of NIL has exposed deep, structural problems that threaten the very foundation of college sports.

Far from the fair, equitable system its proponents envisioned, NIL has morphed into a thinly veiled pay-for-play scheme dominated by wealthy donors, corporate interests, and an increasingly professionalized amateur sports landscape that’s leaving many athletes and institutions behind.

NIL Is Bad in Its Current Form, But the Concept Isn’t

Let’s be clear: this is not to say NIL is all bad. The core principle—that athletes deserve compensation for the use of their name, image, and likeness—remains valid and important. Student-athletes absolutely deserve to get paid. But this implementation ain’t it.

The problem is the execution. NIL went from zero to 200 MPH overnight with no guardrails. It’s like giving someone a supercar capable of high speeds and letting them drive it through downtown at rush hour. Just because a car can go that fast doesn’t mean it should outside of a sanctioned and governed NASCAR race. Similarly, NIL needed careful implementation with proper rules and oversight—not the free-for-all we’re currently witnessing.

NIL Is Bad for Creating the Collective Problem: Pay-for-Play in Disguise

The most troubling development in the NIL era has been the rise of “collectives” – donor-organized groups that pool money to facilitate NIL deals for athletes at specific schools. These collectives have quickly evolved from their original purpose into recruitment vehicles that effectively function as booster-funded payrolls.

College football’s biggest donors have orchestrated business ventures distributing five-, six- and seven-figure payments to athletes under the guise of endorsement opportunities and appearance fees. While technically legal within vague NCAA guidelines, these arrangements clearly violate the spirit of what NIL was supposed to be.

Consider the case of quarterback Nico Iamaleava, whose story perfectly illustrates the chaos. After signing with Tennessee on a lucrative NIL deal, he later tried to renegotiate his contract during the 2025 offseason. When Tennessee refused both because his performance didn’t warrant the increase and the amount was too high, Iamaleava explored other options. After other schools balked at his demands, he eventually landed at UCLA for significantly less money than he was seeking. Meanwhile, Texas will spend an astounding $40 million on its football roster in 2025-26. But that’s not the issue—why wouldn’t they if they can? The problem is that if another team wants to compete, there’s only one way forward: pay up.

This isn’t about athletes receiving fair compensation for actual marketing value – it’s about wealthy boosters creating slush funds to buy talent. And as long as deals include some nominal “deliverable” from the athlete and are signed after their national letter of intent, there’s little the NCAA can do to stop it. (SportsEpreneur Update as of September 2025: read more about the NIL Clearinghouse and the first NIL deal report.)

NIL Is Bad for Boosting Egos Instead of Programs

A particularly troubling aspect that’s emerged is how NIL has become an ego-driven playground for wealthy boosters. For many donors, it’s no longer about supporting their alma mater—it’s about directly influencing outcomes and claiming credit for wins.

These boosters are essentially treating college teams like fantasy sports with real money. They get a dopamine hit from watching “their” players succeed, knowing their financial contribution made it possible. It’s an addiction—the thrill of buying talent and then basking in reflected glory when that talent performs well.

This creates a dangerous dynamic where the interests of boosters, rather than educational or developmental goals, drive decisions. Coaches find themselves answering not just to athletic directors, but to the whims of deep-pocketed collectives who can control the talent pipeline.

[ed. ...and much more:]

NIL Is Bad for Widening the Gap: Competitive Balance Destroyed

NIL Is Bad for Creating Transfer Portal Chaos: The Free Agency Problem

NIL Is Bad for Athletes Making Short-Term Decisions

NIL Is Bad for the Athlete-Fan Relationship

NIL Is Bad for Corruption and Exploitation: The Dark Side

NIL Is Bad for College Sports’ Identity Crisis

NIL Is Bad for International Student-Athletes

NIL Is Bad, But Reform Is Possible

by SportsEMedia |  Read more:
Image: Tyler Kaufman/Getty
[ed. Money is killing sports (and most everything else), and nobody pays even lip service to educational opportunities anymore. See also: Limbo Field (HCB); and,  The college football spending cap is brand new, and here’s how schools already are ignoring it (The Athletic).]

Saturday, December 27, 2025

Lost Vegas

At a bar downstairs at the Luxor Hotel and Casino in Las Vegas, I recently found myself next to a 67-year-old man who had come to town to get a tattoo on his shoulder. The tattoo in question was of Yosemite Falls, in California. As best I could understand it, he was getting branded with the landmark because he was enmeshed in a situationship that wasn’t working out. He and this woman had apparently taken a memorable trip to Yosemite earlier this year, and he hoped that—after he showed her the tattoo—a tarnished spark would be rekindled. I wished him all the luck in the world as he took his leave of me, and for a few minutes, I was alone among the chirping slot machines, nursing a gin and soda and pondering how no place on Earth can make you believe the impossible quite like Las Vegas.

I know more people who hate Las Vegas than love it, and I’ve never been able to construct a convincing argument for why they’re wrong. We are granted only so many vacations in this life, and it might seem ill-considered to spend one of them watching the Blue Man Group in an Egyptian-themed hotel in the Nevadan desert. But here I was, at the Luxor, on a quest to renew my love affair with this city.


The hotel, located at the tip of the Las Vegas Strip, remains a crown jewel of the city’s famed themed-resort district. The building is a matte-black pyramid, fitted with 4,407 rooms and 65,000 square feet of gaming space, all flourished with pop-Egyptian pastiche. Incoherent hieroglyphs plate the walls, plastic pharaohs stand guard in the check-in lane, and taxis idle under the haunches of a gargantuan Sphinx. I had arrived at the hotel on a balmy afternoon in early autumn and took the elevator to a third-floor suite on the southern face of the pyramid, desert sun pouring through the slanted floor-to-ceiling windows. The resort has long been known as one of the more budget-friendly options in Las Vegas, but it has never been cheaper than it is today. That’s because the Luxor, like so many other hotels in the city, is currently half off.

In September, the Luxor participated in the “Fabulous Five-Day Sale,” a massive weeklong initiative launched by the Las Vegas Convention and Visitors Authority, offering cut-rate deals on restaurants, resorts, and shows across the city. The goal was to coax lapsed vacationers back to America’s sanctum of indulgence, greasing the wheels of a hospitality sector that’s struggled all year long. More to the point, it was a tacit admission that something in Las Vegas had gone awry. Significantly fewer visitors have come to the city in 2025 than they did in 2024, when Vegas hosted more than 41 million travelers, and it’s now facing the worst dip in traffic since the COVID-19 pandemic.

Agitators in the city have attempted to document the deterioration by posting ominous images of barren casinos, conjuring the perception of a place hollowed out by economic armageddon. The reality is more nuanced, but it is true that practically every conceivable indicator tracking tourism to Las Vegas is flashing warning signs. Hotel occupancy has cratered. Rooms were only 66.7 percent full in July, down by 16.8 percent from the previous year. The number of travelers passing through Harry Reid International Airport also declined by 4.5 percent in 2025 during an ongoing ebb of foreign tourists, for familiar reasons. Canadians, historically one of the city’s most reliable sources of degenerates, have effectively vanished. Ticket sales for Air Canada jets flying to Las Vegas have slipped by 33 percent, while the Edmonton-based low-cost carrier Flair has reported a 62 percent drop-off. Those last data points have provoked the city’s mayor, Shelley Berkley, to engage in some emergency diplomacy. In September, she implored our neighbors from the north to make their prodigal return to the Strip.

“I’m telling everyone in Canada, please come,” she said. “We love you, we miss you, we need you.”

Where did everyone go? Nobody seems to know for sure. It’s clear that the city is in the midst of a rough season. What is more vexing is diagnosing what the issue actually is. Are there some obvious, observable problems to explain the swoon? To a certain extent, yes. Vegas has grown more expensive in recent years—hotels and restaurants have gotten pricier, gambling more extractive. But complaints about the cost of leisure have also hampered every other city in America. Tourism is down nationwide, even if destinations like New York City and Los Angeles haven’t suffered as much as Vegas. The terminal plunge of Canadian visitation, meanwhile, is almost certainly related to Donald Trump’s goading the nation at every opportunity. This trend is set to continue into 2026, with experts forecasting as much as a 6 percent drop in foreign visitation to the United States, curtailing tourism sectors all across the country.

But what’s ailing Vegas might be harder to quantify than any material factor—closer to spiritual rot than pure economic tumult. Multiple generations of Americans have been socialized to believe that a mecca of cheap, dirty pleasures awaits in the wastelands of southern Nevada. And for a long time, that was basically true. The mythology of Las Vegas is all-day buffet counters as big as football fields, of David Copperfield tickets that cost the same as a cup of coffee, of indoor cigarettes and comped drinks and the irresponsible ideas those forces can summon in tandem. Las Vegas took your money with gracious respect for your degeneracy, gouging you sweetly and slowly. The magnitude of excess saturated time itself. Somehow, no matter how much you lost at the casino—and you will lose at the casino—it always felt as if you got your money’s worth.

These days, though, that dream is in tatters. Millions of people seem to have determined that Las Vegas has become corroded—its joys less accessible, its humiliations too dire. And that is precisely why I, a longtime devotee of the city, found myself at the Luxor for a three-day stint in October. If Las Vegas was truly in decline, I wanted to see for myself what had gone so wrong. And boy did I.

John and Kristina Mehaffey, the husband-and-wife duo who run the gambling news website Vegas Advantage, asked to meet me at Harrah’s, one of the chintzier casinos on the Strip, located just up the road from Madame Tussauds. Vegas Advantage is famous for its obsessively updated database, which tracks the city’s gambling landscape. If a game room has just installed a fresh band of blackjack felt, the Mehaffeys are the first to know. I reached out to them because I wanted a tour of the infamous triple-zero roulette wheels, which have become a symbol for latter-day Las Vegas hubris. These tables were unheard of in the city until 2016, when two of them made landfall in the bowels of the luxe Venetian. The game has since proliferated across the Strip, for one reason: Every time a player sits down for a few spins of triple zero, they’re getting ripped off.

The Mehaffeys escorted me past the blinking slot machines and into the pit, where we sidled up alongside a gaggle of players peering over the wheel—watching the silver ball zip along the rim. John explained the math: A standard roulette table has 36 numbers—half red, half black. Hit your number, and you’re paid 35 to 1; bet on a color, and you double your money. Quantitatively speaking, a roulette wheel fashioned this way would be totally fair. “Theoretically, over a million spins, you’d get 100 percent of your money back,” said John.

A green felt table with numbers and alternating orange and black squares. There are three zeros at the beginning, making the odds worse for the player.A green felt table with numbers and alternating orange and black squares. There are three zeros at the beginning, making the odds worse for the player.

A triple-zero roulette table. Photo illustration by Slate. Photo by Getty Images Plus.

Where the house maintains its edge is in the two additional numbers foisted upon the roulette wheel, a single zero and a double zero, both painted green. With those digits in place, betting on red or black is no longer a 50/50 proposition, and if a player is lucky enough to score a win on a 7, or a 12, or a 28, they’re still making what they bet back by a multiplication of just 35—despite the fact that those green spaces allow for 38 potential outcomes. All this is to say that each zero added to a roulette table increases the revenue it scrapes from players by 2.7 percentage points. So, in a moment of incredible audacity, the power brokers of Las Vegas decided to sharpen their advantage, festooning a gauche and unsightly triple zero to their wheels, plundering our wallets more efficiently than ever before.

Why would anyone put up with those bad odds? That’s not quite the right question to ask. Later on in the day, I watched a bachelor party descend upon a triple-zero wheel, despite that, right next to them, bathed in fluorescent light, a double-zero table—encircled by empty seats—waited for customers. The serene, vodka-buzzed tourists either didn’t know or didn’t care that they were inches away from a much better deal. Vegas happily feasted upon that ambivalence all night long.

Vegas seems to have exported its triple-zero philosophy across the Strip. Another casualty is blackjack, which remains the most popular casino attraction in the city. Historically, the game has followed a golden rule. If you are dealt 21—an ace and a 10—you’ve hit blackjack, and your wager is paid out on a 3-to-2 ratio. (A $100 bet nets $150, and so on.) But Vegas has since altered the rules. Now, on most tables, blackjack is rewarded with a 6-to-5 equation; that same $100 kicks back only $120, significantly curtailing just how lucky someone is allowed to get. Again, it’s not hard to see why Vegas casinos made the change. “They’re tripling the house edge,” John told me. “It went up from about 0.66 percent to 2 percent.”

Even if a gambler is willing to tolerate these perversions of tradition, the price of admission in Vegas has skyrocketed. According to John’s research, in 2020, 38 casinos in the greater Las Vegas gambling market featured tables dealing 3-to-2 blackjack capped at a $5 minimum bet. (As in, to play, you need to risk at least $5 per hand.) These days, that group has dropped to six casinos. Prowl through the Strip after dark, sift through the pits, and you’ll feel the difference. Most table games in 2025 force patrons to sacrifice painful amounts of cash to its maw—$25 minimums are basically standard. Fifty-dollar minimums aren’t uncommon either. Even more deviously, some Vegas properties force customers to pay a premium to access friendlier rules. I came across exactly one ultra-rare single-zero roulette wheel on the Strip, which felt a little bit like uncovering the hutch of the last surviving dodo. Naturally, it was stowed away in a high-limit room. (...)

It might seem wise to make room for smaller bankrolls in the city—the soul of Las Vegas is contingent on budget travelers—but those appeals are invariably ignored. Like so many other pleasures of modern life, Las Vegas is increasingly becoming a city financed by private equity. Harrah’s Entertainment, the gambling company that owned the casino where I met the Mehaffeys, was sold to a pair of equity sponsors in 2008 for $27.8 billion. One of those firms was Apollo Global Management, a New York–based real-estate holdings group that in 2022 made a play for the iconic Venetian hotel. That pattern has continued across the Strip. Blackstone, the commercial real-estate giant, entered sale-leaseback agreements for the Bellagio in 2019 and picked up the MGM Grand and Mandalay Bay in the years afterward. Blackstone would later sell some of those investments to Vici Properties, a real-estate investment fund founded in 2017, which owns a total of 54 casinos. The mom-and-pops have been bought off, the copper wiring is stripped, and as so often is the case with Wall Street, that tends to be the plan all along.

“The casinos on the Strip are no longer being driven by personalities at leadership. They’re being driven by corporate politics. So they have a different attitude about how you treat your consumers,” said Andrew Woods, director of the Center for Business and Economic Research at the University of Nevada, Las Vegas. “Why wouldn’t the resort industry find a way to maximize shareholder value by nickel-and-diming their consumers? Especially when, until very recently, those consumers haven’t pushed back.”

His point recalled a conversation I had with Jacob Orth, better known by his online moniker JacobslifeinVegas, who has been publishing YouTube videos about Las Vegas for the past 11 years. In earlier eras of his channel, Orth’s videos had a frothy self-help flair; he doled out advice on how to best enjoy some of the more revelrous temptations the city has to offer. (His best-performing upload is titled “5 Ways Las Vegas Prostitutes Scam You.”) Lately, though, Orth’s repertoire has grown increasingly despondent as he chronicles the sense of precipitous decline pervading the Strip. His second-most-popular video was published three months ago. The title: “Why Nobody Wants to Visit Las Vegas Right Now.”

Orth told me a story that he thinks illustrates what has changed. Two years ago, he dumped a couple thousand dollars into a slot machine with the intention of losing his way into a free room. This is a classic Vegas ritual; there is a long history of casino managers giving away free meals, drinks, and lodging to whales willing to risk a tremendous amount of money on their property. The plan worked, and a few weeks later, Orth received a letter in the mail inviting him back to the casino with a complimentary suite. However, rather than the red-carpet treatment he expected—the licentious glamour of earlier epochs in the desert—Orth found the whole process oddly onerous. He ate a conspicuous “resort fee” on his room to the tune of $90. He was told if he made the booking over the phone, he would be charged $15 more. Early check-in, meanwhile, would cost another $60. When Orth finally got into the suite, he found the bathroom covered with questionable splotches. When he asked the front desk for a different room, the attendant inquired about his membership tier.

All told, the experience left Orth with a feeling shared by a lot of people who’ve traveled to Vegas lately. “Can I just get a clean room without having another fee thrown at me?” he said. “It’s like, ‘Do you guys even want me here?’ ”

by Luke Winkie, Slate |  Read more:
Image: illustration by Slate. Photos by Getty Images Plus
[ed. Way too expensive. Normally you'd accept the possibility inevitability of losing money as part of the experience. But now it's mostly trying to avoid being ripped off. My friends used to opt for downtown and outlying casinos, but even those are getting more expensive now.]

Friday, December 26, 2025

The Precipice

May 1991. Mumbai. Night.

While politicians slept, trucks were loading gold—67 tonnes of it—at the Reserve Bank of India’s vaults in South Bombay. Essentially all of India’s gold reserves. The trucks drove 35 kilometers to the airport under armed guard. There, the gold was loaded onto chartered cargo planes.

Commercial airlines had refused the job. Too risky. Too desperate.

Between May 21 and 31, four flights carried India’s treasure out of the country: 20 tonnes to UBS in Switzerland, 47 tonnes to the Bank of England in London. The RBI had to charter something called “Heavy Lift Cargo Airlines” because nobody else would touch this operation.

The gold was collateral. India was pawning its jewelry.

If you want to understand what this meant culturally, consider: In India, gold isn’t just an asset. It’s sacred. The goddess Lakshmi is depicted sitting on gold coins. Indian weddings feature kilograms of gold because “Does she have gold?” is the first question asked about brides. Women remove their gold only at death or divorce.

And here was the nation shipping its treasure to its former colonizer. At night. In secret. Like a family selling heirlooms to pay the landlord.

When the news leaked, there was public outrage: “We have pawned our mother’s jewelry!”

The operation raised $600 million.

It bought India about three weeks.

Foreign exchange reserves had fallen to $1.2 billion—enough for roughly fifteen days of imports. Fifteen days until the food shipments stopped. Fifteen days until the oil stopped. Fifteen days until a nuclear-armed nation of 900 million people defaulted on its debts.

What happens when a country that size defaults? What happens when the imports stop?

We know what happened to the Soviet Union. It collapsed. India was heading there—fast.

The Most Important People You’ve Never Heard Of

Three men you’ve probably never heard of—P.V. Narasimha Rao, Manmohan Singh, Montek Singh Ahluwalia—may be the three most important people of the late 20th century.

Bold claim. Audacious, even. Let me defend it.

Here are the numbers. In 1991, over 45% of Indians lived below the poverty line—roughly 400 million people. By 2024, extreme poverty in India had fallen to under 3%.

That’s 400 to 500 million people lifted out of poverty.

The largest democratic poverty alleviation in human history. (...)

Nothing else comes close to democratic poverty alleviation at this scale.

And here’s the thing about crises: they don’t automatically produce reform. Crisis alone doesn’t fix anything.

Argentina has had crisis after crisis—and keeps defaulting, keeps returning to the same failed policies. Greece in 2010 accepted bailouts, changed almost nothing structural, and remains economically fragile. Venezuela’s oil crises led not to reform but to doubling down on socialism, and now people eat from garbage trucks.

The Soviet Union faced a crisis and collapsed. It didn’t reform. It disintegrated.

India could have gone any of those directions. What makes these three men remarkable isn’t that they faced a crisis—it’s that they converted crisis into transformation. That almost never happens.

And because it worked—because the catastrophe was prevented—nobody remembers.

You can’t feel gratitude for the plane that didn’t crash. You can’t celebrate the engineer who prevented the disaster you never experienced. The counterfactual isn’t real to anyone.

This is why India forgot them. But that’s for Part 3. First, let’s understand what they were saving us from.

by Samir Varna |  Read more:
Image: uncredited

Wednesday, December 24, 2025

Playing With Fire At Patrick Mahomes and Travis Kelce's Steakhouse

KANSAS CITY, Mo. — As celebrity restaurant mascots, athletes offer a tidy sense of vertical integration: Why not supply the very calories they need to expend on the field? I’m surprised there are so few successful models. We have all mostly forgotten (or agreed not to talk about) George Brett’s restaurant in Kansas City, Brett Favre’s Wisconsin steakhouse, or those 31 Papa John’s franchises Peyton Manning coincidentally shed two days before the NFL dropped the pizza chain as a sponsor.

Still, tables have been reliably booked at 1587 Prime—a mashup of Patrick Mahomes’s and Travis Kelce’s jersey numbers, along with a word that vaguely connotes “beef”—since it opened in Kansas City in August. I left an eight-year gig as a KC restaurant critic in 2023, but the mania surrounding the opening was enough to summon me out of retirement. Like a washed-up former detective, I couldn’t resist stumbling half-drunk into my old precinct for one last job.

In some respects, a flashy celebrity steakhouse means the same thing everywhere. But it means something else in Kansas City, a cowtown whose economic engine was its stockyards, once the second-largest in the country, and which has struggled for years to cultivate a high-end dining scene. We have some great restaurants, but fundamentally, we’re a city that loathes to dress for dinner. (I felt a swell of civic pride when I learned Travis proposed to Taylor Swift in shorts.) I wondered how Noble 33—the Miami-based fine-dining restaurant group tasked with executing 15 and 87’s vision—would fare here.

In a pure business sense, they seem to be faring just fine. On a recent visit, a server told me that a group of Taylor Swift fans had waited six hours for bar seats, hoping they might catch a glimpse of the singer housing a truffle grilled cheese. Taylor didn’t show. I wish the restaurant had something else to offer them.

If nothing else, 1587 Prime looks nice. The 238-seat, two-story restaurant inside the Loews Kansas City Hotel is riddled with luxury tropes. Everything is bathed in a charmed, golden light. The stairs are marble, the tables are marble, and the servers all wear smart white coats and black ties. The leather-backed menus are enormous—perilous. Manipulating them at a small table covered with expensive glassware made me feel like a horse on roller skates.

Music is ostensibly a theme. Every night, local musicians perform short sets of Motown, jazz, and soul hits, and the performers are universally talented. They’re also chastely miked. The live backing band is never loud enough to compete with diners’ conversation, and while the singers roam around the dining room, they seem trained in the art of extremely brief eye contact that asks nothing of you in return.

The same can’t be said of the patrons. Every time I looked around the room, diners looked back with the defiant stares of people who are used to being watched. The restaurant seems to be drawing in its target clients: people who fly private. On my first visit, our server—a very friendly woman named Debbie—told us she had two tables that had flown in just for dinner.

“There’s this thing I learned about,” she said. “Did you know they have an Uber Jet?

I did not. I sensed that Debbie and I had both learned this against our will.

To be fair, one of the reasons I kept looking around the room was that everyone’s drinks were on fire. This was, I learned, The Alchemy ($22), a cocktail the restaurant created for Taylor Swift, a woman who has never had to use Uber Jet.

I ordered one, too, and a dedicated server brought out a martini glass with some steel wool tangled around the stem. (Something else to know about 1587 Prime: there are at least two employees whose main job appears to be setting things on fire.)

“How many tables order this every night?” I asked.

“Almost all of them,” she said, with just a hint of resignation.

She lit the drink. The steel wool pulsed with a warm, luxurious shimmer before almost immediately fizzling into a cold pile (yes, this is a metaphor). “The stem might be a little hot,” she warned, pawing the nest away from the glass. The drink tasted like a Cosmo someone had strained through a French Vanilla Yankee Candle.

The Alchemy is in a section of cocktails titled “The Players,” named for the steakhouse’s famous guests. For Mahomes fans, there’s the “Showtime” ($19), a rum and coconut cocktail made with a “Coors Light syrup” that I tragically could not taste. I preferred Kelce’s “Big Yeti” ($24), a nocino-enhanced old fashioned with bitter chocolate notes.

There is a fourth cocktail in the section, named after Brittany Mahomes. I will not be tricked into commenting on it.

The drinks were designed by beverage director Juan Carlos Santana, who’s led menu design at other Noble 33 haunts. This is the only way I can explain why a steakhouse cocktail menu features a “Noble Margarita” ($18), or why the house martini ($23) is laced with fino sherry and fennel-infused Italicus (a sweet, sunny bergamot liqueur). It’s a lovely, nuanced cocktail, and it seems to have been designed in a lab to piss off martini drinkers.

If you’re after a more traditional martini—say, gin and vermouth—you can order the martini “your way” for an extra $10.

“Isn’t this a service most bars offer for free?” my husband asked.

Sure. But most bars don’t come with a “Martini Cart Experience.” The first part of the Experience is using a checklist and a golf pencil to select your ideal spirits, vermouths, and enhancements, whether that’s truffle brine (an additional $5), caviar-stuffed olives (an extra $12) or an accompanying “caviar bump” ($21).

The second part of the Experience is waiting for the cart. The restaurant only has space for one cart per floor, which can create backlogs when multiple tables order martinis. On my first visit, my table waited a modest 12 minutes before the cart became available.

The Experience concluded with a bartender scanning my checklist, building the martini, shaking it (you read that correctly), and straining it into a glass that had been chilled by a light-up contraption resembling a Simon. With the upcharge for the truffle brine, the martini was $38. (...)

Perhaps my mistake was ordering it with a “tableside flambé,” which you can add to any steak here for an extra $27. After conferring with Debbie about whether this was a good idea, she dispatched a second cart with a second fire-oriented employee.

While he worked, I peppered him with questions. Did he man the flambé cart every night? Yes, by choice. “I’ve never worked in a kitchen,” he said. “I just really like fire.” Had he ever singed his shirtsleeves on the cart? “I’m going to tell you guys a little secret,” he replied. He leaned over the table and brushed some hair away from his forehead. Most of his eyebrows were missing.

by Liz Cook, Defector |  Read more:
Images: uncredited

Tuesday, December 23, 2025

North Pole Economics

Or, how the Grinch stole Christmas. Again.

Earlier this year, toy makers said tariffs would put Christmas "at risk." NPR's A Martinez gets an update on the price of toys from Jay Foreman, CEO of Basic Fun.

A MARTÍNEZ, HOST:

We have a follow-up conversation about the price of toys. During the summer, a toy industry group warned that the president's Liberation Day tariffs would put Christmas at risk. Well, the holidays are now upon us, so we've called back Jay Foreman, the CEO of Basic Fun! That's the home of Care Bears, Tonka trucks, Lincoln Logs and Lite-Brite. Jay, so it might sound like we are completely obsessed with the price of a classic steel Tonka truck, but I got to ask again - what is it going to cost this year?

JAY FOREMAN: Well, this year, it's going to cost about 40 bucks, given the tariffs and general inflation. Last year, it was 30 bucks, and the year before, it was 25. So things are really accelerating in the toy space.

MARTÍNEZ: And these price hikes - what does that do to your sales? Are Tonka trucks so classic that people are just going to buy them anyway, or are you seeing a slowdown?

FOREMAN: Well, we're seeing sort of two different effects. The first effect was that we lost about eight weeks of shipping in the middle of the season, as well as this sort of uncertainty about what the tariff level would be sort of stunted the traditional pattern of buying from the retailers. So we got a lot less orders this year than last year. So whether the consumer shows up or not, there are going to be less Tonka trucks in the market. The other aspect, of course, is the consumer sentiment. We are really now starting to feel the consumer is noticing that prices are up and affordability is becoming an issue.

MARTÍNEZ: So I was looking at a report from the market research group Circana, and they say U.S. toy sales have been up by 7% this year. How do we square what they say and what you're reporting?

FOREMAN: So there's really two factors there. One is if you increase the price of toys anywhere from 10% to 30% because you've got a 30% tariff, then your gross sales are going to go up regardless. But the other thing that's skewing the sales data is there's a huge trend right now in the toy business, which is collectible trading cards, which aren't really toys. They're as much as a publishing item as they are toys, but they're sort of tracked by Circana in toys. And things like Pokemon cards, NBA cards, Major League Baseball cards, Magic: The Gathering trading cards - they're on fire right now. And the toy industry might be seeing some increase in sales, but it's in a very narrow band of categories and with a small group of companies. The smaller or medium-sized companies are really hurting pretty bad this year over the tariffs.

MARTÍNEZ: The last time we spoke, too, we talked about maybe considering where you manufacture things. Has enough time passed for you to make some kind of call, or maybe at least be leaning in a certain direction when it comes to where you manufacture your toys?

FOREMAN: Yeah. I mean, we held fast here at Basic Fun! and we kept our production primarily in China. It's just the most reliable supply chain. When you start to move the supply chain and set up new manufacturing, there's a big learning curve, not to mention a huge cost. We also kind of bet on the fact that there will be a recognition by the administration at some point that China is a very important trading partner. Almost, we have a symbiotic relationship with them, and while they can joust with each other, at the end of the day, they've got to play ball. And while we'd love to bring toy manufacturing back to the U.S., it's not really practical. We don't have the type of labor here. We don't have factories set up. We don't have the ability to finance the development of factories. So we're an industry that's generally not really going to be coming back to the United States, like some other industries might have a better opportunity to. So we've stuck it out in China, and so far it's paid off for us.

MARTÍNEZ: We mentioned back in the summer, too, that toymakers were saying that Christmas was at risk. Was that hyperbole, or is that maybe more of a reality now than ever before?

FOREMAN: Well, I mean, it was not hyperbole when, you know, tariffs were 145% and it was a de facto embargo on importations, not just from China but from other markets. You know, remember, India's tariffs are 50% right now. You know, I always say that consumers can always find products to buy. Stores will never be empty. It's all about the stuff you really want, and is that available when you want it, or are you going to get the next best item? So Christmas will come. It always comes. It will be full of a few less of the more desirable types of products, and consumers will have to, you know, be satisfied with sometimes the next or the third best thing on their list.

by A Martínez, NPR | Read more:
Image: Tonka truck/Walmart
[ed. See also: Mark Zandi, Chief Economist/Moody's Analytical (X):]
***
We’ve just updated our spending by income group data for the second quarter of 2025, based on the Federal Reserve’s Financial Accounts and Survey of Consumer Finance. Looking at the data, it’s not a mystery why most Americans feel like the economy isn’t working for them. For those in the bottom 80% of the income distribution, those making less than approximately $175,000 a year – their spending has simply kept pace with inflation since the pandemic. The 20% of households that make more have done much better, and those in the top 3.3% of the distribution have done much, much, much better. The data also show that the U.S. economy is being largely powered by the well-to-do. As long as they keep spending, the economy should avoid recession, but if they turn more cautious, for whatever reason, the economy has a big problem.


[ed. Solution - just lower your expectations.]

“You can give up certain products. You can give up pencils...Every child can get 37 pencils. They only need one or two. They don’t need that many, but you always need you always need steel,” Trump said.

“You don’t need 37 dolls for your daughter. Two or three is nice. You don’t need 37 dolls,” he added.

Stop, Shop, and Scroll

Commerce has long been central to social media; as long as ads keep the lights on at Meta, TikTok, and YouTube, we will all be pressured to buy, buy, buy. Instagram was a mall even before #TikTokMadeMeBuyIt and Pinterest became an “AI-enabled shopping assistant.” The influencer industry — which Goldman Sachs has predicted will grow to nearly half a trillion dollars by 2027 — has snowballed into a possible side hustle for anyone with access to a phone. There’s a handful of MrBeasts and Alix Earles at the top and an untold number of micro-influencers hawking goods and services at the bottom. For audiences, it means we have spent the better part of a decade living within a 24/7 digital infomercial, with social media — sponsored content and organic posts alike — resembling not much more than a buying guide, a catalog of unabashed and conspicuous consumption. Some audience members find themselves in deep debt or describe their behavior as a full-blown shopping addiction; others have developed careful strategies in an effort to limit their consumption. We have never been so aware of all the things there are to purchase, and the frictionlessness of shopping apps disguised as social media has created an army of voracious buyers. What has this abundance done to us? (...)

The impulse to shop is not exactly a secret — there’s often a resigned self-awareness to it. In a video viewed 1.5 million times, a woman stitches together clips of herself from random moments in her daily life. With a deadpan voice, and Radiohead’s “No Surprises” twinkling in the background, she recites highly specific products like she’s filling out a Mad Libs page: Chan Luu crystal toe ring. Arc’teryx hiking shoes. Vintage hoodie. “This is just the last 48 hours, mind you,” the caption reads.

This kind of video has become a mini-trend, with the idea being that the mere utterance of a temptation might soothe the part of your brain that wants to buy the item. (...)

We see so much marketing material that in certain subcultures online it is not just common but the expectation. In traditional marketing, it was understood that brands had to expose consumers to their message three times before they actually engaged with it, like going physically to a store to buy a product. In the age of social media and algorithmic overload, that number is now seven, says Mara Einstein, a marketing-professional-turned-critic and author of the book Hoodwinked: How Marketers Use the Same Tactics as Cults. For one, the vastness of the internet has allowed for the number of available products to bloat beyond imagination — there are simply too many things. But how we learn about products has changed drastically as well; as media has fragmented to a million sites, feeds, screens, and algorithms, so too has the advertising we see. There is no one TV commercial a quarter of households are seeing, then telling their friends about. Instead we see a digital display ad here, an influencer’s video there.

“You may be finding out information from people and so on, but you’re increasingly spending time in a space where you’re constantly being bombarded by sales messages,” Einstein says. Influencers know how to stay on message, constantly priming viewers to give in and buy something.

Being influenced is nothing new, of course. But the short- and mid-form video format creates a new type of intimacy and allure, especially if you are already looking for something to buy. It’s hard to argue with a sales pitch when you are watching someone in their home actually using the product they are trying to sell you.

The content doesn’t even have to be explicitly promotional: I recall a video I made last year about my reporting being used without credit by content creators. My frustration had hit a breaking point, so I recorded a selfie-style TikTok complaining about the contemporary media ecosystem. Only my head and a portion of my shoulders were in the video, but someone wanted to know where my blouse was from.

TikTok itself has only bolstered the idea that every piece of content is an opportunity to consume. Through TikTok Shop, anyone can become a digital salesperson. In much crueler, more tasteless examples, TikTok has added shopping prompts to videos coming out of Gaza: A woman in a head covering becomes a promotion for similar-looking garments with headscarves. A bespectacled Israeli activist protesting their government’s besiegement is a billboard for a pair of glasses. (...)

It’s easy to blame the influencers for all of this — and many do, regularly, like clockwork. The most recent discourse cycle, in late September, was kicked off by a TikTok video with 390,000 views and arguments that stretched on for weeks.

“These influencers make way too much fucking money,” the video begins. “You’re just getting paid to sell people shit they don’t fucking need. It’s literally just overconsumption … You’re perpetuating this cycle that’s really keeping us trapped.”

Content creators are admittedly a perfect target for the general rage many of us carry around. Many of them seem unencumbered by the endless horrors of the world, with daily routines that include blocks of time for “warm water” and to-do lists with “plan out mocktails for the new year.” Their digital presence exists suspended in time, where there is always something new to recommend, packages of shiny new things waiting for them, and a willing audience that completes the positive feedback loop. Wouldn’t it be nice — as people are in line at food banks, fighting for a precious few job listings, and snatched off streets by masked agents — to sit in your home and talk to yourself for a living?

But the draw of the influencer is powerful; even if you cannot become her, you can own the same things she does. For Antoinette Hocbo, who picked up hobbies via TikTok, the characters she encounters on her For You page seem effortlessly cool. They have an eye for design, they’re interested in the arts, they drink wine. You buy into the person first, and eventually — hopefully — you buy the stuff, too.

“[There’s] the whole idea of parasocial relationships,” Einstein, the marketing expert, says. “If somebody has gotten to the point where they’re spending that much time online with someone, they’re vested in what that person has to say.” The feeling of intimacy is physical: When followers watch their favorite TikToker, they are literally holding them in the palm of their hand. (...)

TikTok made going viral a possibility for a whole new slate of people. Now the hard part is how to keep things rolling when it happens to you. Most of the platforms themselves do not pay much for views, but brands eager to partner with buzzy people do. Creators often talk about their work in terms of self-discovery or self-actualization: This is who I want to be online, and these are the products and tips I truly, honestly want to share.

The tension comes then with the “very real commercial realities of playing to an audience, bowing to commercial sponsorships if you were lucky enough to have them,” Duffy says. “And then the new dimension, which doesn’t have the same precursors in legacy media, which is playing to the algorithm.” A 2024 Pew Research Center survey found that 62 percent of adults on TikTok are there to find product reviews and recommendations — especially young women. (...)

Project Pan, as a concept, is both clever and strange. For years, a community of people organized largely on the internet have committed themselves to finishing their beauty and personal care products — the name coming from your promise to hit the bottom of the pan that holds your blush, for example. It’s smart for the way it gamifies something people struggle with. (Who among us doesn’t have half-used bottles of soap or barely touched tubes of lipstick?) It’s also deeply revealing: These products are meant to be used, and we collectively are so bad at finishing them off that we need a little game to make it happen. Off the top of my head I can confidently say that I’ve never once “panned” a compact of blush; I have expensive tubes of red lipstick that didn’t end up being my color, but that I can’t bear to throw out; and I have four bottles of sunscreen that crowd my cabinet, waiting for the summer they’re finally used up. There are many more products that I could — should — Project Pan that I’ve forgotten I even own.

Cassandra Silva, on the other hand, knows exactly what she has. She knows, for example, that she spent $2,857.98 AUD on makeup in 2024 and panned products totaling $1,654.13. She owns eight eyeliners, but her ideal number would be four. In 2023 she panned seven mascaras, 11 colored lip products, and one blush, among many others, all lined up in a photo of the totally empty containers that show her progress. She keeps all this data in a giant spreadsheet that she shares with me after we talk, and as I scroll through it, I realize I have never seen an eyeshadow palette where every color is completely empty.

“Compared to beauty YouTube, it’s not insane insane, but it’s still more than any one human could ever reasonably use,” Silva says of her inventory.

She watches beauty YouTube channels, but needs to be careful about what she consumes: She tries to stay away from content showing off hauls, new releases, or the ever-tempting limited-edition holiday releases.

“I am as conscious as I can be for a makeup addict,” Silva says. “I try, and I am freaking susceptible. It’s so bad.” Recently, a palette of neutral eyeshadows hounded her Instagram feed — she caved and bought it, only to be thoroughly disappointed when it arrived. As a panner, Silva will be stuck with it for years until it’s finished.

Chessie Domrongchai used to make the kind of content that Silva perhaps would steer clear of — she was the one tempting makeup lovers with all of these products. As a beauty YouTuber, Domrongchai shared in-depth product review videos for brands like the once-buzzy direct-to-consumer brand Glossier and tested fistfuls of lip glosses in subtly different shades for her 40,000 subscribers. She shared new releases, compared similar products from different brands, and recommended items for upcoming sales. In a 2019 video, she walks viewers through her pinky-brown nude lipstick collection — 15 shades, not including lip glosses and liquid lipsticks. She followed makeup brands and watched other YouTubers, accumulating more and more products to explore ($10,000, she says, feels like a conservative estimate of the value of her collection at its peak). In makeup, Domrongchai found self-expression, creativity, and community.

Until one day in 2022, when a switch went off in her head.

“I started to view a lot of the overconsumption that I was seeing online as kind of disgusting and wrong, and I recognized a lot of the way that I showed up on the internet was to overconsume,” Domrongchai says. Not only that, but she felt her online presence also influenced viewers to keep buying more and more.

“These are just regular people that are just now stuck with the burden of their overconsumption,” she says. But as a content creator, it was hard to be part of the beauty space without having a constant parade of new products.

In recent months, Domrongchai has developed a new routine for the many products littering her home. One by one, she meticulously peels off stickers and labels: from shampoo and olive oil bottles, from dish soap dispensers and face wash. Using a mix of baking soda, mineral oil, and rubbing alcohol, she goes to town on brand names printed on the packaging of eyeshadow palettes and lipsticks, scrubbing away their origins and the millions of dollars of marketing that went into them — arguably why they are in Domrongchai’s house to begin with. The result is shelves and countertops full of bare bottles and tubes and pumps filled with product but stripped of just about everything else. Watching her videos, I’m slightly horrified at my own ability to recognize the specific products even without all the labeling, the colors and shapes of bottles acting like an afterimage of a CeraVe cleanser.

“Of course I’m going to buy the face cleanser that keeps my skin clear, but I don’t need it to continue to market to me in my own home,” Domrongchai says. “In the past I had three different [lotions] and all of their labels and their marketing on these products … They’re all kind of yelling at you trying to convince you to use it. They’re kind of [in] competition with each other.” In other words, it felt like a social media feed.

For some panners, finishing a product can elicit the same rush that buying something new does — that same dopamine rush of hitting “place order” creeps in when you hit that pan. Then you post it online for other panners to see, adding to the thrill. Finishing products becomes a task to complete, just like shopping is.

“What it can do — which I don’t love to admit to — is you’ll put more blush on than you would,” Silva says. “You just slather it on.” Silva shows me her spreadsheet page from 2024 showing colored lip products she used up: 23. Silva estimates that the average person finishes maybe one lipstick a year. In order to pan that many products, she was reapplying them 15 to 20 times a day, she says. Sometimes Silva wonders if she should ditch panning, too, like she did consumption-focused beauty spaces.

“When you first get into it, it’s so helpful, and you really get that community and you can turn some products over. Then the longer that you’re in the panning community, it’s like, all right, now panning is a problem,” she laughs. “Now I’ve taken all the problems I had with makeup consumption and translated them into late-stage panning. It’s like late-stage capitalism.”

by Mia Sato, The Verge |  Read more:
Image: Cath Virginia

Monday, December 22, 2025

Alone in Self-Driving Cars: How Convenience Dissolves Consensus

There’s something odd about getting into a Waymo.

After a couple phone taps, the vehicle slowly glides to the curb with perfectly controlled movement, as if fixed on invisible tram-rails etched into the road for its robotic wheels. The white Jaguar moves with the elegance of a prima ballerina, with none of the emotion. All control. Perfect precision. No mistakes. The interior of the self-driving cocoon is comfortable. Supple leather, still new. It talks with a meticulously paced digital intonation. Ambient lo-fi music eases you in.

The whole affair reeks of violent convenience.

Convenience is the mind killer.

When we look at the tools, products, and systems we design, the guiding problem statement always seems to be the eradication of friction. Eliminate the delays, remove the resistance, rid the human inconsistencies.

In the driverless car, we enter seamlessly and we rest completely. We avoid the small irritations of a driver on the phone or a driver who wants to talk. No more “how-do-you-do’s” or “where-are-you-from’s.” There’s no shared an environment. A troubling silence smothers the car. It is difficult not to be reminded of Sartre’s line from Huis Clos:
“Hell is other people.”
It keeps echoing, because it seems to be the base assumption guiding our fear of friction. In the imagination of contemporary product makers, friction is other people. The designer’s premise tacitly becomes: life would be perfect if only you could remove the human being who stands between you and what you want.

The issue is that this hell is where we come to understand each other.

It is in the conflict of communication that we form consensus...

Many think pieces have been written about echo chambers and their consequential radicalizations, but, more importantly, our digital polarization has made it nearly impossible for us to share any common ground. This common ground, while sticky, uncomfortable and human, is where friction lives. It’s this friction that’s necessary for shared experience, discrepancy, negotiation and ultimately social progress.

This is why we’re witnessing a collapse of consensus.

We no longer share truths, we speak different languages, dispersed amongst a million Babels.

The Tower of Babel is a story in which humanity, speaking one common language, unites to construct a tower to reach the heavens. Seeing their ambition, God scatters the people, giving them different languages, and making cooperation impossible.

The story’s evocative because it foregrounds the complexity inherent in communication and how that complexity was imposed as punishment.

Communication is inherently difficult: we stutter, misspeak, use the wrong words and say the wrong things. We struggle to be understood every. single. day. An off-hand comment can land poorly with a barista. A joke to a friend can avalanche into a full blown conflict. The wrong salutation in an email can risk an entire exchange.

The dream sold by human-AI interaction – or really much of our consumer technology – is that of perfect communication. One where the interlocutor is always comprehended, always right. And one where the receiver is pliable and diligent, flexible and smooth, adaptable and compliant. “Sycophant” is the term – a servile self-seeking flatterer, one who praises those in power to gain approval.

This is why it feels so good to chat with a chatbot, because as interlocutors we are in utter control. As cybernetics scholar Norbert Wiener reminds us,
“Communication and control entail each other.”
But scientists warn of social sycophancy in our AI. As more people seek answers from their LLM companions, the more one is praised (deservingly or undeservingly), and the more distorted one’s self-perceptions become.

The advent of AI-human relationship also signals a similar flattening of the rugged ground of our human relationships.

It is the extension of perfect communication to an experience of endless frictionlessness. A dream of being known without being challenged. But without friction, there is no true dialogue, no true understanding, no true consensus, and no ideological encounter pushing us to new ideas. No fun.

by Matt Klein and Ruby Justice Thelot, Zine | Read more:
Image: uncredited
[ed. Everything in moderation. A Gulfstream V waiting at the airport (and limo to drive me there) would be frictionlessness I could support.]

Wednesday, December 17, 2025

The Quiet Collapse of Surveys: Fewer Humans (and More AI Agents) Are Answering Survey Questions

Surveys are the bedrock of political polling, market research, and public policy. Want to know what voters think? Survey them. Need to price a product? Survey. Trying to understand shifts in public opinion or workplace satisfaction? You guessed it.

But there is a fundamental problem: fewer and fewer people are answering - and more and more of those who do are AI agents.

I explore these two converging trends below. Then, I’ll show that anybody (including me) can easily set-up an AI agent to earn some money with taking surveys. I’ll then estimate the impact of this further down the line in three main fields and propose some solutions.

Problem 1: The increase of non-response rates

If you use survey data, it probably hasn’t gone unnoticed: survey response rates have plummeted. In the 1970s and 1980s, response rates ranged between 30% and 50%. Today, they can be as low as 5% .

To give some (shocking) examples: the UK's Office for National Statistics (ONS) experienced a drop in response rates from approximately 40% to 13%, leading to instances where only five individuals responded to certain labor market survey questions. In the US, the current population survey dropped from a 90% response rate to a record low of 65%. (...)


Problem 2: The increase of AI agents

How difficult is it to build an agent? So… I did what any overcaffeinated social data nerd would do. I built a simple python pipeline for my own AI agent to take surveys for me (don’t worry I promise that I didn’t actually use it!). The pipeline I built just requires me to:
  • Access to a powerful language model (I just used OpenAI’s API - but perhaps for research representativeness of the distribution an uncensored model is way better!).
  • A survey parser: this can be as simple as a list of questions in a .txt file or a JSON pulled from Qualtrics or Typeform. The real pros would scrape the survey live though!
  • I prompted it with a persona. The easiest is to built a mini “persona generator” that rotates between types: urban lefty, rural centrist, climate pessimist, you name it.
Overall how long did this take? Not too long at all, the most difficult and time consuming part is making it interact with the interface of the survey and tool/website.

That’s it. With a bit more effort, this could scale to dozens or hundreds of bots. Vibe coding from scratch (see my previous Substack on how to do vibe coding ) would work perfectly too.

Don’t worry btw, I didn’t deploy it on a real platform. But other people did. Below, I extrapolated the trends of AI agents based on data points in existing research since data is very hard to find...

Downstream problems

Let’s explore how this impacts three main fields in which surveys are used: political polls, market research and public policy.

Political polls. Many polls depend heavily on post-stratification weighting to correct for underrepresentation in key demographic groups. But when response rates fall and LLM answers increase, the core assumptions behind these corrections collapse. For instance, turn-out models become unstable: if synthetic agents overrepresent politically “typical” speech (e.g., centrist or non-committal), models overfit the middle and underpredict edges. Similarly, calibration failures increase: AI-generated responses often mirror majority-opinion trends scraped from high-volume internet sources (like Reddit or Twitter), not the minority voter. This results in high-confidence and stable predictions that are systematically biased.

Market research. AI-generated responses are, by design, probabilistic aggregations of likely human language conditioned on previous examples. That’s great for fluency and coherence, but not good for capturing edge-case consumer behavior. Real customer data is heteroskedastic and noisy: people contradict themselves, change preferences, or click randomly. AI, in contrast, minimises entropy. Synthetic consumers will never hate a product irrationally, misunderstand your user interface, or misinterpret your branding. This results in product teams building for a latent mean user, resulting in poor performance across actual market segments, particularly underserved or hard-to-model populations.

Public policy. Governments often rely on survey data to estimate local needs and allocate resources: think of labor force participation surveys, housing needs assessments, or vaccine uptake intention polls. When the data is LLM generated this can result in vulnerable populations becoming statistically invisible and lead to underprovision of services in areas with the greatest need. Even worse, AI-generated answers may introduce feedback loops: as agencies “validate” demand based on polluted data, their future sampling and resource targeting become increasingly skewed.

So what can we actually do about this?

Unfortunately, there’s no silver bullet (believe me - if there were, my start-up dream would be reality and I’d already have a VC pitch deck and a logo). But here are a few underdeveloped but in my humble opinion promising ideas:

by Lauren Leek, Lauren's Data Substack |  Read more:
Image: Lauren Leek compilation of sources
[ed. I never answer surveys because, why assist people in figuring out new and innovative ways to manipulate and sell me things (including politicans)? So, I'm not surprised this tool is tanking. What is surprising is the claim that AI bots are a significant reason. I guess if you're a professional survey taker and have the coding skills then yeah, it would make sense to automate the process (more surveys, more money). But really, how many people can do that? More than anything, I'm surprised that prediction markets aren't mentioned here. Those seem to be the most accurate and granular tools for achieving the same purpose these days.]

Tuesday, December 16, 2025

The Trump Mind-Set Is Not Complex

[ed. Actions speak louder than words.]

Peering into the Trump mind-set — the logic underpinning his priorities, his morality, his decision making — is like opening up a garbage pail left out for days during a summer heat wave.  [ed. An opening line for the ages.]

The dominant theme is governing by narcissism: Make Trump Great Again.

President Trump can be persuaded with money, the purchase of his crypto coins, contributions and sometimes with plain old obsequious flattery.

The two shining lights that guide his notion of morality are his self-interest and the enhancement of his self-image, both of which crowd out consideration of the national interest and the public welfare.

The strongest example: his refusal to accept the humiliation of defeat in the 2020 election, resulting in the Jan. 6, 2021, assault on the U.S. Capitol by his followers determined to “stop the steal,” and Trump’s subsequent pardoning of the insurrectionists.

He is blind to the harms, up to and including death, that he and his policies have inflicted here and abroad. The notion that his actions have worsened the economy is, to Trump, intolerable. Asked by Politico to rate his handling of the economy, Trump replied, “A-plus-plus-plus-plus-plus.”

Trump relishes his hatreds. Revenge brings him joy. “I hate my opponent,” Trump told mourners for Charlie Kirk at a memorial service in Phoenix, with a tone of relish. “I don’t want what’s best for them.”

The profit motive — for himself, for his allies and for his donors — dominates Trump’s decision making across the gamut, from his pardons of convicted criminals to negotiation strategies with foreign leaders to the formulation of tax legislation.

Trump lacks a basic sense of fairness, exemplified by his disregard of the fact that Russia invaded Ukraine, and he feels no obligation to honor alliances designed to protect democratic states.

The key measure Trump uses in defining justice, on the one hand, is whether an individual, group, corporation or country supports him (the Jan. 6 insurrectionists), contributes to his wealth (crypto) or elevates his stature (Vladimir Putin’s praise.) On the other hand, he condemns and calls for criminal prosecutions of all those who challenged the legality of what he has done or suggested anything untoward about his relations with Russia.

Trump does not think strategically. Instead, his compulsive need to be a winner, to have his ego or bank account rewarded, precludes anything but short-term tactical calculations shaped by the pursuit of his self-interest.

To quote a once-famous Washington sportscaster, Warner Wolf, “Let’s go to the videotape”:

On Nov. 4, a delegation of Swiss industrialists gave Trump a high-end Rolex desktop clock and a 1 kilogram (2.2 pound) gold bar worth $130,000 inscribed 45 and 47. Ten days later, the Trump administration agreed to cut the 39 percent tariff on Swiss imports to 15 percent.

The initial 28-point peace plan to end the war in Ukraine, drawn by Russia and the United States, makes no mention of the fact that Russia invaded Ukraine, providing instead for Russian retention of land it now controls. The 28 points do provide for substantial American business investment in the region and the end of sanctions against Russia.

In a key article, “Make Money Not War: Trump’s Real Plan for Peace in Ukraine,” the Wall Street Journal reporters Drew Hinshaw, Benoit Faucon, Rebecca Ballhaus, Thomas Grove and Joe Parkinson wrote that the architects of the plan were “charting a path to bring Russia’s $2 trillion economy in from the cold — with American businesses first in line to beat European competitors to the dividends.”

Senator Chris Murphy, Democrat of Connecticut, posted a denunciation of the plan on X on Dec. 8:
It’s being described as a peace plan to end the Russian war in Ukraine, but if you look at the details, it has nothing to do with peace. It is a business deal to make the people around Donald Trump rich. It’s just corruption, through and through.
Rich Trump donors, Murphy continued,
are right now trying to get in on the action. One donor just recently paid hundreds of 1000s of dollars to a lobbyist that’s really close to Trump’s inner circle to try to buy the Nord Stream two pipeline that’s a Russian gas pipeline, once again, something that is only possible for these investors to get rich on if the war is over and the US lifts its sanctions. Another close Trump associate is in talks about acquiring a stake in a Russian Arctic gas project.
What does Ukraine get? Murphy asks and answers:
Nothing, nothing. This deal sells out Ukraine. In fact, this deal would require Ukraine to give to Russia territory that Russia doesn’t even currently control. It provides amnesty for all of the war crimes that Putin has committed...
Trump’s transactional mind-set translates into a zero-sum mentality driving his trade and tariffs wars, based on his conviction that other countries are ripping off the United States, causing, in turn, self-inflicted damage through inflationary pressures and strained relations with allies and adversaries alike.

I asked Kim Lane Scheppele, a sociologist at Princeton who has written extensively on the rise and fall of constitutional government, to step back and describe the Trump administration. She replied by email:
Many autocrats have used their positions for self-enrichment — Orban, Erdogan, Putin, Modi and more. But none have raised this possibility for self-enrichment to the heights we have seen here in the U.S., in less than one year of Trump. Economists have called their governments predatory states because instead of providing services, these governments use public wealth for private benefit.
In the forward to a book about Hungary, “The Post-Communist Mafia State,” Scheppele wrote about the regime of Prime Minister Viktor Orban, but she said in her email that her comments apply equally well, if not more so, to the Trump presidency:
When a mafia-like organization goes from underworld to upperworld and controls the state itself, the resulting mafia state takes its newly acquired tools of governance and deploys them with the principles of a mafia — holding its own loyalists in line with rigorously enforced rules of discipline while benefiting them with the spoils of power, and threatening its enemies with criminal prosecutions, libel cases, tax audits, confiscation of property, denial of employment, surveillance and even veiled threats of violence.

Mafias also have another quality: They do not operate through formal rules, bureaucratic structures and transparent procedures. Because mafias have the mentality of criminal organizations, even when they are part of the upperworld, they are accustomed to making their crucial decisions in the shadows. Like in families on which they are modeled, the political relatives in mafias are rewarded for loyalty, not merit, and divorces occur on grounds of disloyalty rather than bad performance. The distribution of available resources within the family rewards solidarity and punishes improvisational deviation. It is precisely not based on law.
Along complementary lines, Erica Frantz, a political scientist at Michigan State University who specializes in the study of authoritarian politics, replied by email to my inquiries:
We know that strongman rule — where power is concentrated in the leadership — is associated with greater corruption. Examples from Viktor Orban in Hungary and Alberto Fujimori in Peru illustrate this well. The more power grows concentrated, the more that we see the leader, their close friends and family and loyal business elites profit.

We are observing this play out in the U.S. context, where Trump and those in his entourage are growing richer through a range of activities, from cryptocurrency to real estate deals in the Middle East.
At the extreme, Frantz continued, “this becomes a kleptocratic system.” (...)

While I agree in the main with Scheppele and Frantz, I think that in key respects Trump stands apart from Putin, Narendra Modi, Orban and Recep Tayyip Erdogan, distinctions that get lost when they are lumped together under such categories as the rulers of mafia states or nascent kleptocracies.

The most important characteristic separating the four foreign autocrats from Trump is that they think in the long term, calculating the broad implications of their decisions, while Trump’s thinking is short term, if not childlike.

Jonathan Martin, a senior political reporter for Politico, described this Trump characteristic well in his Dec. 4 essay, “The President Who Never Grew Up”:
Trump is living his best life in this second and final turn in the White House. Coming up on one year back in power, he’s turned the office into an adult fantasy camp, a Tom Hanks-in-”Big,” ice-cream-for-dinner escapade posing as a presidency.
Trump is one part Orban, Martin wrote,
making a mockery of the rule of law and wielding state power to reward friends and punish foes while eroding institutions. But he’s also a 12-year-old boy: There’s fun trips, lots of screen time, playing with toys, reliable kids’ menus and cool gifts under the tree — no socks or Trapper keepers.
Yet, as with all children, there are also outbursts in the middle of restaurants. Or in this case, the Cabinet Room.
Trump’s petulance is one of the reasons Putin, armed with the discipline of a former lieutenant colonel in the K.G.B., runs rings around our president. At the same time, Trump’s childishness underpins his submissive adoration of his Russian counterpart.

Finally, in an administration known for its erratic adoption and sudden abandonment of policies, Trump has demonstrated an unwavering determination to enhance the fortunes of the rich while doing little or nothing to ameliorate worsening conditions for the working-class MAGA electorate that helped bring him to power.

I wrote about this before, but the MAGA electorate stands out from other political constituencies in its disproportionate share of lower-middle-income and middle-income voters, whose families make from $30,000 to $100,000 a year.

When the effects of the “big, beautiful” domestic policy act — tax cuts and reduced spending on health care and food stamps — are combined with the effects of Trump’s tariffs, these moderate to middle-income voters come out behind.

The Yale Budget Lab calculated that virtually everyone in the $30,000 to $100,000 range would come out a net loser. Households making $75,730, roughly the middle of that range, would lose, on average, $1,060 this year...

The gains, however, are tilted heavily toward the very rich, who hold a majority of the equities. Gains for those in the bottom half of the income distribution do not exceed $8,000 for any decile. For those in the sixth through ninth deciles, gains range from roughly $10,750 to $51,000. In the top decile, the gain balloons to just under $280,000.

The more than quarter-million dollars going to families in the top decile is, however, chump change compared with how well Trump and his family made out during the first months of his second term.

On Oct. 16, Cryptonews reported that “the family of U.S. President Donald Trump has generated pretax gains of around $1 billion in the past year from their diverse array of crypto-related ventures, a new investigation reveals.”

In the meantime, the Trump family’s search for ways to profit continues unabated, with Jared Kushner, Trump’s son-in-law, taking the lead in the most recent ventures.

On Dec. 11, The New York Post reported that Kushner had initiated talks with Marc Rowan’s Apollo Global Management and Henry Kravis’s KKR “to assist with postwar reconstruction in Ukraine.”

At the same time, Kushner’s firm, Affinity Partners, has put money up in Paramount’s hostile bid for Warner Bros. Discovery, joining the sovereign wealth firms for Saudi Arabia, Qatar and Abu Dhabi.

For Trump and his family, there is no separation of holding government office and making money.

by Thomas B. Edsall, NY Times |  Read more:
Image: Daniel Stier for The New York Times. Source photograph by Doug Mills/The New York Times.
[ed. I'm still in denial that this country elected this guy not just once, but twice. As George W. Bush famously said "fool me once, shame on — shame on you. Fool me — you can't get fooled again.” ... or, whatever. But I'm actually a little hopeful these days, with a feeling that things are reorienting, new alliances being formed, new scenarios being gamed out, new calculations. Politicos smell blood in the water like sharks. Also, people don't like losing (or being on a losing team). As players and coaches in the professional and college football ranks will tell you - support can evaporate in an instant when fans decide they've given you enough of a chance. Everyone has a ' let's try something different' threshold. We'll see where it is for Trump supporters. See also: Trump’s Top Aide Acknowledges ‘Score Settling’ Behind Prosecutions (NYT:]
***
Susie Wiles, the White House chief of staff, told an interviewer that she forged a “loose agreement” with Mr. Trump to stop focusing after three months on punishing antagonists, an effort that evidently did not succeed. While she insisted that Mr. Trump is not constantly thinking about retribution, she said that “when there’s an opportunity, he will go for it.”

Ms. Wiles made the comments in a series of extraordinarily unguarded interviews over the first year of Mr. Trump’s second term with the author Chris Whipple that are being published Tuesday by Vanity Fair. Not only did she confirm that Mr. Trump is using criminal prosecution to retaliate against adversaries, she also acknowledged that he was not telling the truth when he accused former President Bill Clinton of visiting the private island of the sexual predator Jeffrey Epstein.

Over the course of 11 interviews, Ms. Wiles offered pungent assessments of the president and his team: Mr. Trump “has an alcoholic’s personality.” Vice President JD Vance has “been a conspiracy theorist for a decade” and his conversion from Trump critic to ally was based not on principle but was “sort of political” because he was running for Senate. Elon Musk is “an avowed ketamine” user and “an odd, odd duck,” whose actions were not always “rational” and left her “aghast.” Russell T. Vought, the budget director, is “a right-wing absolute zealot.” And Attorney General Pam Bondi “completely whiffed” in handling the Epstein files.
***
[ed. And, as they say - there's more! From one the few token conservatives on the staff of the NY Times, see: Our Petty, Hollow, Squalid Ogre in Chief:]

Though I tend to think it’s usually a waste of space to devote a column to President Trump’s personality — what more is there to say about the character of this petty, hollow, squalid, overstuffed man? — sometimes the point bears stressing: We are led by the most loathsome human being ever to occupy the White House.

Markets will not be moved, or brigades redeployed, or history shifted, because Rob Reiner and Michele Singer Reiner were found stabbed to death on Sunday in their home in Los Angeles, allegedly at the hands of their troubled son Nick. (...)

To which our ogre in chief had this to say on social media:

“A very sad thing happened last night in Hollywood. Rob Reiner, a tortured and struggling, but once very talented movie director and comedy star, has passed away, together with his wife, Michele, reportedly due to the anger he caused others through his massive, unyielding and incurable affliction with a mind crippling disease known as TRUMP DERANGEMENT SYNDROME, sometimes referred to as TDS. He was known to have driven people CRAZY by his raging obsession of President Donald J. Trump, with his obvious paranoia reaching new heights as the Trump Administration surpassed all goals and expectations of greatness, and with the Golden Age of America upon us, perhaps like never before. May Rob and Michele rest in peace!”

I quote Trump’s post in full not only because it must be read to be believed, but also because it captures the combination of preposterous grandiosity, obsessive self-regard and gratuitous spite that “deranged” the Reiners and so many other Americans trying to hold on to a sense of national decency. Good people and good nations do not stomp on the grief of others. Politics is meant to end at the graveside. That’s not just some social nicety. It’s a foundational taboo that any civilized society must enforce to prevent transient personal differences from becoming generational blood feuds. (...)

Right now, in every grotesque social media post; in every cabinet meeting devoted, North Korea-like, to adulating him; in every executive-order-signing ceremony intended to make him appear like a Chinese emperor; in every fawning reference to all the peace he’s supposedly brought the world; in every Neronic enlargement of the White House’s East Wing; in every classless dig at his predecessor; in every shady deal his family is striking to enrich itself; in every White House gathering of tech billionaires paying him court (in the literal senses of both “pay” and “court”); in every visiting foreign leader who learns to abase himself to avoid some capricious tariff or other punishment — in all this and more, our standards as a nation are being debased, our manners barbarized. (...)

This is not a country on the cusp of its “Golden Age,” to quote the president, except in the sense that gold futures are near a record high as a hedge against inflation. It’s a country that feels like a train coming off the rails, led by a driver whose own derangement was again laid bare in that contemptible assault on the Reiners, may their memories be for a blessing.