Showing posts with label Critical Thought. Show all posts
Showing posts with label Critical Thought. Show all posts

Tuesday, May 26, 2026

Why Japanese Companies Do So Many Different Things

Consider Toto.

If you spend much time in American public bathrooms, or rather if you’re simply a particularly attentive patron of American public bathrooms, you’ll probably have noticed Toto’s toilets at some point or another: they’re distinguished by a quite memorable serif-font “TOTO” logo. Toto toilets aren’t quite dominant in American bathrooms, since they have healthy competition from our homegrown toilet champions American Standard and Kohler—though Toto is doing better and better as Americans start to fall in love with the bidet-toilet—but globally Toto is the world’s largest manufacturer of toilets and bidets. And in its home country of Japan, Toto is simply everywhere: 80 percent of Japanese homes contain a Toto bidet-toilet.

And if you’re a longtime Toto shareholder—maybe an investor with a particular interest in bathroom fixtures—this has been a wonderfully lucrative year for you. Toto’s stock is up 60 percent year to date; in just the last few weeks, it’s risen by 30 percent. Toto is doing better than ever: its net profit, in the first quarter of 2026, was up 230 percent year over year.

But Toto’s remarkable year doesn’t have much to do with toilets or bidets. Toto might have been founded in the 1910s to “provide a healthy and civilized way of life” through affordable toilets, and in the decades since might have become the global leader in the bathroom game. But Toto also does a lot of other things. Toto manufactures not just bidets and toilets but also bathroom tiles, prefabricated bathroom modules, faucets, modular kitchens, photocatalytic coatings for buildings, and assistive equipment for the elderly. And, most importantly, Toto has a very lucrative sideline in the fabrication of memory chips.

Since 1988, in a once-obscure corner of the company called the “advanced ceramics division,” Toto has been producing a very particular component called the electrostatic chuck, or the “e-chuck.” The e-chuck is a sort of high-precision ceramic plate, about the size of a steering wheel, that uses electrostatic force to hold a silicon wafer perfectly flat and thermally stable while memory chips are etched into it with bombardments of plasma. Making these components is extraordinarily difficult, since the ceramic body needs to have near-zero particle generation and be polished to submicron flatness: and this means that there are only a few companies in the world that are capable of manufacturing e-chucks reliably. Almost all of them—Shinko Electric, NGK, Toto, Kyocera, Sumitomo Osaka Cement, Niterra—are based in Japan.

For most of its history, the advanced ceramics division was a rounding error on Toto’s balance sheet: the money maker, as it had been since the 1910s, was the toilet and bidet business. But we’re in a new era. Demand for AI is exploding, meaning that demand for the high-bandwidth memory that AI data centers require is exploding, meaning that demand for memory chips is exploding, meaning that demand for e-chucks is exploding. And so Toto’s advanced ceramics division is suddenly the company’s largest business, generating the majority of its operating profit. Toto’s leadership, suddenly awash in AI-driven revenue, announced that they would double down by investing hundreds of millions in expanded electrostatic chuck production: the toilet company had become, quite unexpectedly, a supplier to the semiconductor supply chain.

The Toto story is a fun and interesting illustration of corporate diversification and how strange bets can pay off. But that type of diversification—a toilet company that also produces photocatalytic coating and high-precision components for semiconductors—isn’t really unique to Toto. Practically every company in Japan seems to do a thousand very different things.

Consider, for example, Kyocera, another one of the e-chuck makers. Kyocera was founded in 1959 as a producer of ceramic insulators for cathode-ray tubes; today it manufactures not only industrial ceramics but also printers, smartphones, ballpoint pens, kitchen knives, solar PV modules, lens components, industrial cutting tools, automotive camera modules, electronics components, semiconductor packaging, biocompatible tooth and joint replacements, UV-LED curing systems, LCD systems, medical products, and lab-grown gemstones. Or another e-chuck maker. Sumitomo Osaka Cement, as you might have been able to deduce from the name, produces cement and ready-mixed concrete; but it also produces optical components, measuring instruments, industrial ceramics, artificial marine reefs, cosmetics and nanoparticle materials.

And this degree of diversification extends to many of Japan’s most famous companies. Yamaha, for example, manufactures pianos, motorcycles, guitars, drums, boats, snowmobiles, ATVs, audio equipment, golf clubs, tennis rackets, home appliances, specialty metals, molding and bonding equipment for semiconductors, and industrial robots. Hitachi makes nuclear reactors, power grids, railway systems, elevators, semiconductor manufacturing equipment, medical imaging devices, data storage, IT consulting, and industrial machinery. Even a company as simple as Oji, Japan’s largest paper company, has been drawn into the production of disposable diapers, functional films, adhesives, cellulose nanofibers, and wood-based EUV photoresists; and it also operates a hotel, an airport catering business, a concert hall, and an insurance agency.

All of which is to say: Japanese companies do a lot of things.

There are, of course, other countries with companies that “do lots of things”: much of Indian economic life, for example, is defined by the sprawling activities of a few large business clans—the Adanis, the Ambanis, the Tatas, the Birlas. But India is a relatively poor country with a low level of economic specialization, and the sprawling conglomerates that dominate its economy focus on relatively simple things like cement, steel, ports, and telecommunications. Japan, by contrast, is a wealthy, developed society—by one measure, the most economically complex country in the world. What’s striking about Japanese companies is not that they do lots of different things but rather that they do them very well. There are all sorts of high-precision inputs—the e-chuck being just one example—that are produced virtually only by Japanese firms.

This is very different from how most wealthy countries operate. American firms, for example, tend to prioritize focus above all else: it would be bizarre for an American paper mill to also operate a concert hall and an airport catering business, or for American Standard or Kohler to somehow have something to do with semiconductors. Even a country like Germany, which matches Japan in its depth of high-precision firms, has nothing like Japan’s corporate diversification. Only a few large conglomerates, like Siemens, have anything approaching the lateral breadth of the Japanese firm. South Korea—whose economic system was not coincidentally modeled off the Japanese one—does have a few chaebol conglomerates, like Samsung and SK, that truly do as many things as Japanese companies. But these are economy-dominating, state-entangled megafirms, cultivated as national champions by Korean industrial policy. They look nothing like, say, Sumitomo Osaka Cement, which is hugely diversified despite being relatively small. (“Look what they need to mimic a fraction of our power!”)

So why are Japanese companies like this? Why do they do so many different things? And how do they manage to do so all those different things so well?

Here is the answer I want to suggest: Japanese companies excel in lots of very different domains because it’s inherent in how they’re structured. The form of the corporation that we know and love in the United States—specialized, market-oriented, governed by shareholders—is just one form that the corporation can take; but it’s not the only way to coordinate capital and labor in a successful and profitable way. The protean corporations of Japan are best understood as a different species of thing altogether: better at some things, worse at others, but still highly adapted to their particular environment. And the things that they’re very good at turn out to be extraordinarily helpful for all sorts of things in which American companies tend to struggle.

by David Oks, Website |  Read more:
Image: uncredited

Guardrails (What Guardrails?)

It is the most overused metaphor of Trump 2.0 (along, perhaps, with “Trump 2.0”). If you are worried that this administration has careened out of control — gutting the federal work force, threatening allies, starting wars, militarizing American cities, emasculating NATO, knocking down chunks of the White House, proposing that taxpayers foot the bill for a $1.8 billion political slush fund — then the failure of “guardrails” is your constant lament.

“Just imagine Donald Trump with no guardrails,” Kamala Harris warned late in her failed 2024 campaign. The guardrails are “made of Jell-O,” a host for MSNOW complained as he considered Trump’s first year back in office. And Democrats pitch all manner of legislation as essential “guardrails” around the powers and the personality of the 47th president.

What “norms” were to Trump’s first term, “guardrails” are to his second. We’ve gone from “Can he do that?” to “What can stop him?”

The problem is that guardrails — their presence or absence, their strength or deterioration — are a limiting way to imagine restraints on executive power. Even as they supposedly protect us from the overreach of our leaders, guardrails risk reducing the rest of us to spectators. A guardrail suggests that some trustworthy sage of long ago (James Madison is a favorite) has inspected the road and erected sensible boundaries. No need to worry; there’s a guardrail.

Except sometimes there isn’t; or sometimes it’s weak. Or sometimes the only way to make a guardrail go from metaphor to reality is to become one yourself. [...]

The ultimate paper guardrail in the United States is the Constitution, our owner’s manual. This one really is paper; you can visit the National Archives in Washington and see those four brittle and handwritten pages in a hermetically sealed case pumped with argon gas. (Yes, it’s a guardrail with its own guardrails.)

We know the main constitutional guardrails: powers split among the three branches of the federal government; the guardrails of federalism, that is, of powers shared between the states and the national government; and the Bill of Rights, which basically became a condition for skeptical state conventions to ratify the whole thing.

The verbs of the Constitution’s preamble burst with self-assurance — establish justice, insure domestic tranquillity, secure the blessings of liberty — but different passages cut in unexpected directions. For example, the stipulation in Article I, Section IV, that the “times, places and manner” of elections “shall be prescribed in each state by the legislature thereof” is a vital democratic guardrail when, say, an American president who has just lost re-election pressures state officials to “find” more votes in his favor. But how protective of democracy is this guardrail when those state legislatures gleefully redraw congressional districts so that politicians choose their voters and not the other way around?

Even the Constitution’s principal author was not sure that the document was adequate to the task before it. In Federalist 48, Madison wondered whether these mere “parchment barriers” were strong enough to sustain the Republic in the face of “the encroaching spirit of power.”

This singular piece of parchment has endured for more than two centuries and has come to be regarded as the sacred text of our civic religion. Tom Paine even referred to the Constitution as America’s “political bible,” and its most famous passages are often recited aloud, with devotional reverence. [...]

There has been a standoff in recent decades over proper constitutional interpretation. On one side stands originalism (and its ne’er-do-well cousin, textualism); on the other is an evolving, so-called living Constitution. I’m partial neither to an originalist interpretation, with its overtly ideological intentions, nor to a living Constitution, with its almost vibes-based jurisprudence. More attractive is the notion of a “working” Constitution, as Jack Rakove put it in “Original Meanings,” his 1996 history of the Constitution’s beginnings.

Rakove wrote that “Americans have always possessed two Constitutions, not one: the formal document adopted in 1787-88, with its amendments; and the working Constitution comprising the body of precedents, habits, understandings and attitudes that shape how the federal system operates at any historical moment.”

This does not necessarily mean that the Constitution is becoming a wiser version of itself every day, but simply that the document becomes real when it encounters the world it means to govern. In Federalist 37, Madison seems to agree: “All new laws, though penned with the greatest technical skill, and passed on the fullest and most mature deliberation, are considered as more or less obscure and equivocal until their meaning be liquidated and ascertained by a series of particular discussions and adjudications.”

The law is obscure and equivocal until it is put in action, which means that our paper guardrails aren’t real until they are tested. You don’t really know how strong the railing is until something smashes against it.

In their 2018 book, “How Democracies Die,” Steven Levitsky and Daniel Ziblatt emphasize two political ideas — two guardrails — that are crucial to sustaining democracy: institutional forbearance and mutual toleration.

Politicians display institutional forbearance when they exercise restraint in the use of even their legitimate powers, not deploying them in full for temporary advantage, if only because someday a rival will come into power and do likewise. And mutual toleration means that politicians consider their opponents legitimate participants in the public arena, not existential enemies who must be vanquished at all costs.

When Levitsky and Ziblatt published the book, both guardrails were already under stress in American politics. Today, they’ve been overrun.

Mutual toleration has nearly vanished — politicians and supporters from one side see their opponents on the other as evil, as destroyers of all they hold dear. “If you don’t fight like hell, you’re not going to have a country anymore,” Trump said on Jan. 6, 2021, while Democrats invariably describe Trump as an “existential threat” to American democracy. Absent mutual toleration, the stakes are always at the highest pitch: National survival requires partisan victory.

Institutional forbearance has also deteriorated beyond recognition. The Department of Justice investigates and indicts a president’s political enemies and insulates the president and his family and businesses from tax inquiries. Immigration enforcement agents descend upon neighborhoods, workplaces and schools, detaining, raiding and even killing in the name of mass deportation. A self-styled Department of Government Efficiency takes a chain saw to the federal work force, eviscerating U.S. foreign assistance along the way. And a president is granted, via a generous Supreme Court, presumptive immunity for whatever “official acts” he commits on the job.

After all, why exercise forbearance when you finally wield the power to do what you’ve always wanted to do? When they get in the way of pet projects and partisan interests, high-minded ideas are easily disregarded by those in power. Consider Vice President JD Vance’s dismissiveness toward the American creed — he argues that people will fight for a place and a home, not for mere “abstractions” — even though the oath of office he swore was to defend the Constitution itself, that piece of paper so packed with abstractions.

The individuals who serve as democratic guardrails are those who uphold oaths, who challenge us to live up to our parchment barriers, who give all those other guardrails flesh.

One such flesh-and-blood American guardrail died recently, a man whose lengthy record in public life was unfairly downgraded during his final years. His name was Robert Swan Mueller III, and his case is illustrative of how we’ve come to regard constraints on presidential behavior, and on those tasked with investigating it.

by Carlos Lozada, NY Times |  Read more:
Image: Jeff Swensen/Getty Images

Monday, May 25, 2026

Price's Law

Spotify has about 11 million artists, but 50% of all streams are generated by only 3,300 artists. That’s insane.

Oh and this isn’t just a Spotify problem or even a music industry problem.

This is a pattern that shows up everywhere once you know what to look for

What Is Price’s Law?

In 1963, a physicist named Derek J. de Solla Price was studying scientific publications, trying to understand why some researchers dominated their fields while others published and got zero attention.

He noticed something strange: the distribution of productivity wasn’t a bell curve as you’d expect… it wasn’t even close.

It followed a completely different mathematical pattern.

Price’s Law states that the square root of the number of people in a domain does 50% of the work.

Here’s what that looks like in practice:
  • In a company with 100 employees, 10 people produce half the output
  • In a field with 10,000 scientists, 100 produce half the meaningful research
  • On a team of 25, 5 people carry the entire operation
Price discovered this while analyzing scientific citations. In any given field, a small fraction of researchers generated half of all cited papers. The rest still published, but their work barely got noticed.

The formula is simple: √n = your high performers, where n is the total population.

Oh, and it wasn’t exclusive to research papers—this pattern showed up everywhere he looked.

Once you see it, you can’t unsee it.

In corporate America, Price’s Law shows up with eerie precision. Of the 30 million businesses in the United States, about 5,500 (the square root) generate half the total economic output.

Amazon, Apple, Microsoft, and a few thousand other companies produce as much as the other 29,994,500 combined.

In astrophysics, the square root of stars in a galaxy produce half the light. The Milky Way has roughly 100 billion stars, but 316,000 of them (0.0003%) generate half the luminosity. Most stars are dim, unremarkable red dwarfs.

A handful of blue giants blaze so bright they illuminate entire stellar neighborhoods. (Scientifically known as a Power Law distribution)

In creative fields like YouTube, very few channels account for the vast majority of both views and ad revenue.

The list goes on and on. River systems, sales teams, Wikipedia editors, wealth distribution, anywhere you look, the square root does half the work.

And this is not a coincidence or rigged systems or unfair advantages (though those exist too).

This is just how complex systems work when skill, consistency, opportunity, and luck all compound over time.

And if you’re building a personal brand or a one-person business, understanding this law might literally save you.

by Kaguura Gichuru, The Write Path |  Read more:
Image: via

Childhood And Education: Letting Kids Be Kids

I cannot emphasize enough the need to let kids be kids. In Childhood and Education #16: Letting Kids be Kids, I went over exactly how insane we have gotten about destroying the lives of children and along with them the lives of parents and others forced to devote endless hours to actively destructive supervision.

I’ll go over a refresher of that, some related new anecdotes, and then some other related questions.

People Don’t Let Kids Do Things

As a refresher, here are some quotes and statistics from last time, because I really do think exposure to this type of thing needs to involve spaced repetition to sink in:
1. A third of people, both parents and non-parents, responded in a survey that it is not appropriate to leave a 13 year old at home for an hour or two, as opposed to when we used to be 11 year olds babysitting for other neighborhood kids.
2. A third of people said in that same survey that if a 10-year-old is allowed to play alone in the park, there needs to be an investigation by CPS.
Harris Poll: More than half of the kids surveyed have not experienced many real-life experiences on their own. According to the kids surveyed aged 8 to 12 years old:
  • 45% have not walked in a different aisle than their parents at a store
  • 56% have not talked with a neighbor without their parents
  • 61% have not made plans with friends without adults helping them
  • 62% have not walked/biked somewhere (a store, park, school) without an adult
  • 63% have not built a structure outside (for example, a fort or treehouse)
  • 67% have not done work that they’ve been paid for (e.g., mowing lawns, shoveling snow, babysitting)
  • 71% have not used a sharp knife
Lenore Skenazy: During that visit, I was told that children could never be left alone, inside or outside the home—EVEN IN THEIR OWN BEDROOMS—until they were 13 years old. Social Services said specifically that I had to be in each room with them at all times until they were 13. That investigation ended without incident. …

When I asked what constitutes supervision, she said that I had to be visible to my neighbors when the kids were outside, regardless of whether or not I could see the children. I asked where that was found in the Virginia law. She replied that it isn’t in the Virginia law, but that Social Services has its own set of rules.

Bethany: I just sent my 12 year old in to go get a dozen donuts while I waited in the car.

“Mom they will wonder why I’m alone.”

Polimath: My kids used to love walking to Target until the local Target changed their policy to “no unaccompanied kids under 18”

There are 72,000,000 kids in America and about 100 non-governmental kidnappings by strangers a year. If you left your child unattended, the original claim is that they would get kidnapped once every 750,000 years.

Maxwell Tabarrok: 37% of all American children are investigated by CPS. 2 million investigations, 530k substantiated cases, and 200k family separations every year. [...]

Let Your Children Play

Yes, it is actively good for children to learn to entertain themselves, at the earliest age possible. As a bonus, it is also excellent for you the parent, but it’s great for them too.

We used to know this. Now we need to be reminded. Last time I emphasized the general argument, here I will follow up with an example of the paranoia we instill about how this might somehow be bad, actually.
Girl about something: Is it ACTUALLY true that it’s good for me to let my baby entertain himself, or is it just selfishness because I can be doing something else while he plays? Tell the truth.

Based Sipper Wife | Mrs. Tomasone | Already sipped: It’s good for him! You know how people suffer from short attention spans and always needing to be entertained? Every time you let him play uninterrupted, you’re holding off that problem and helping him sustain focus

shiloh.: it’s so good, please teach your baby to play independently. if he were unhappy or lonely he’d cry & come to you. development of independent play is SO good for them (or course balanced with showing / talking / engaging)

is for baby whisperer: actually, seriously, a fantastic gift you can offer your child.

The problem, of course, is not any threat other than CPS.
Don’t Fear The CPS

And yet, somehow, even with direct observation many people think you shouldn’t be able to go two doors down.


And by shouldn’t, some of them say (I hope she means only if they actually do it, not because they simply think it was okay in theory, but I’m not sure):
MNBonnie: Over 54% of you need a visit from CPS. Holy shit.

Romy: wow yeah the logical conclusion here is that over half of all parents should have their kids taken away.

This behavior is obviously fine except insofar as someone might call CPS, but even if it wasn’t fine, it’s crazy to think about what that call implies.

Kelsey Piper: I don’t think that it’s a good idea to take peoples’ children away because they do a completely safe thing that is slightly different than the completely safe thing you do.

It is a bad outcome when CPS conducts an inspection of a family that is doing a great job raising kids in a lovely home but doing something slightly unusual. It is a way to terrorize those parents into compliance with standards that would never be the law and make no sense.

… I have had friends who have had their homes inspected because of stuff on the scale of ‘toddler fell at the playground and got a bruise’, yes. It was super stressful and probably made them inclined to be more safetyist and terrified of normal childhood falls!

Andrew Rettek: Yep. It sucks.

Romy: the number of people invoking cps every time they hear about a parenting choice that they wouldn’t make is really disturbing.

do you understand what claim you’re making when you say someone should have cps called on them? you’re saying that you believe their child would be better off ripped from the only home they’ve ever known and put in the care of strangers. moreover, you’re saying you believe the median foster parent is a better parent than their current parents.

you’re also saying you think we should dedicate state resources to carrying out this process. social workers already have caseloads too big to manage dealing with kids in homes with serious drug addiction, abuse, neglect and often fail to successfully intervene when it’s desperately needed.

you want these same social workers to spend time taking kids away from parents who leave them in a locked and air conditioned car for 2 minutes while they run into the store, or who watch them on the baby monitor while they catch up with the neighbors? really? if you were in charge of society this is what you’d do?

yep, in every case i’ve ever seen this raised for on twitter it would be infinitely worse than the home the kid is already in, even without accounting for the trauma of the kid being taken from their parents.

Mason: We also don’t actually want a society of traumatized and cowed parents

One function of CPS is to serve as a “wake up call” for bad parents. But you do not want a huge % of good parents making all of their parenting decisions under some abject terror that they may look negligent.

One problem with allowing any idiot to use the state as their cudgel is that a lot of people lack the imagination to anticipate the immediate consequences of their actions for other people, asking them to consider second-order effects is a total lost cause.

This is why a lot of older story arcs involve a “nosy neighbor” character who comes to embody something like the banality of evil or malicious ignorance. There used to be very strong norms against even *suggesting* that you might report people to the state for minor infractions.

Romy: the vast majority of babies ever born were raised by parents who would consider live video monitoring of a sleeping baby so excessive they’d be confused by the concept.

having a baby is hard in a bunch of ways, but a whole lot of parents are making it much harder than it needs to be. they’re doing their best to shame everyone else into having a harder time than necessary too.
by Zvi Mowshowitz, Don't Worry About the Vase |  Read more:
Image: X

Sunday, May 24, 2026

Ranked Choice Voting Delivered What Alaskans Wanted

Takeaways
  • Ranked choice ballots allow voters to express nuanced political opinions across party lines. Voters can back their favorite candidate without spoiling an election for their second-favorite.
  • In Alaska’s first ranked choice elections in 2022, Democrat Mary Peltola won and held the state’s US House seat with cross-partisan support from Nick Begich voters. In a 2024 rematch, Begich (a Republican) won a majority with support across parties.
  • Alaska’s top-four ranked choice system doesn’t favor one party over another—but it does encourage candidates to consider how their campaign might win broad support.
***
In 2022, former Alaska State Representative Mary Peltola made history: she became the first woman to represent Alaska in the US House, the first Democrat to hold the seat in half a century, and the first Alaska Native ever to serve in the chamber. Importantly, she was also the first person to win a statewide ranked choice election in Alaska.


Some Republicans, including Peltola’s challengers Nick Begich and former Governor Sarah Palin, cried foul. The late US Representative Don Young, a Republican, had held the seat for half a century. Ranked choice voting, they fumed, must have been a ploy to elect Democrats.

Results from across the country indicate otherwise. Ranked choice voting doesn’t help members of one party or another; it elevates candidates with broad popular support among voters.

Sightline’s analysis of ballot data from the Alaska Division of Elections spells out a similar narrative: one of a Democrat with cross-partisan appeal in 2022, and of a Republican who captured a majority of hearts and minds during a conservative surge in 2024.

The August 2022 Special Election: Mary Peltola’s landmark win

A somber development gave Alaskans an early taste of the top-four primaries and ranked choice voting they adopted in 2020. Don Young, Alaska’s long-time US representative, passed away in March of 2022. His absence teed up a heated contest: in the first test of Alaska’s top-four primary, 48 hopefuls appeared on the June special primary ballot to serve the rest of Rep. Young’s term.

Republicans Sarah Palin and Nick Begich, independent Al Gross, and Democrat Mary Peltola secured the top four spots; but when Gross dropped out of the running, Alaska’s first ranked-choice contest came down to two Republicans and one Democrat.

Mary Peltola led the field with 40 percent of first-choice votes. Palin followed with 31 percent of the vote. Begich was a close third with 28 percent. No one candidate won a majority of votes, so election officials eliminated Begich, the lowest-performing—and allocated his votes to voters’ second-place rankings. Overall, Peltola had more support than Palin.

Immediately, some Republicans lashed out at ranked choice voting. Arkansas Senator Tom Cotton, for one, scoffed at the notion that an election in which 60 percent of voters picked Republican candidates first could produce a Democrat. Sarah Palin shared the same sentiment: “It’s effectively disenfranchised 60 percent of Alaska voters.”

Cotton and Palin ignored the core tenet of ranked choice voting: it gives voters a chance to express nuanced political opinions. And Alaskans did.

Begich voters were not necessarily hardcore Republicans

In short, Begich voters liked Begich; not all of them liked Palin.

Animated chart by Sightline Institute using official results from the Alaska Division of Elections.

Only half of Begich voters ranked Palin second on their ballots. Nearly a third of Begich voters—29 percent—cast bipartisan ballots with Peltola second, enough to put the Democrat over the threshold. Some 21 percent of voters had no second-choice preference, so their votes did not transfer.

Begich voters supporting Peltola wasn’t a fluke. The cast vote record, an anonymized data set showing how voters filled out their ballots, revealed that 27 percent of his supporters cast ballots for non-Republicans in the gubernatorial primary as well. Peltola, a low-profile and moderate Democrat, had a similar degree of cross-partisan appeal for some Alaskans who liked Begich.

But what about those 21 percent of Begich voters who had no second-place preference? If every one of those voters had picked Palin, she would have prevailed over Peltola, but if they had picked their second choices in the same proportions as the other Begich voters, Peltola still would have won.

More to the point, not ranking anyone second is a legitimate choice for voters. After all, Alaskans for Better Elections found that 85 percent of August voters thought ranked choice voting was “simple.” Begich-only voters could have ranked if they chose to do so, but they decided against expressing a preference between Peltola or Palin.

Begich and Palin turned against each other, and some voters followed suit

Palin’s withered support among Begich voters may have had roots in a venomous campaign. Begich called Palin a “quitter” and “intellectually deleterious.” Palin told her supporters that Begich was “full of bull.” Trading insults throughout the campaign didn’t exactly endear their bases to one another. Voters aren’t inclined to dole those rankings out to candidates they’ve come to hate.

In fairness, the Republicans were simply following an outdated campaign playbook. Attacking and undermining other candidates had long been a winning strategy in Alaska’s often divided pick-one, plurality winner elections prior to reform. But ranked choice voting encourages candidates to build bridges rather than burn them. If candidates can’t be a voter’s first choice, they can still appeal to be their second.

While Begich and Palin were snapping at each other, Peltola was snapping selfies with them. Her “Fish, Family, Freedom” slogan was upbeat and nonpartisan. She maintained a respectful tone when discussing her opponents, and they reciprocated—Palin even called her a “sweetheart.”

Perhaps if the Republicans had followed Peltola’s friendly lead and encouraged their supporters to rank one another, they could have drummed up enough support to keep the seat in Republican hands. Instead, they salted the earth.

by Al Vanderklipp and Jay Lee, Sightline Institute | Read more:
Image: Loren Holmes/Anchorage Daily News via ZUMA Press Wire
[ed. Ranked choice voting works (even if Begich eventually slimed his way into Congress on Trump's coattails in 2024). Mary's running again, this time to oust another Trump yes-man, Dan Sullivan in the Senate. I don't support all of her policies, but at least they're well reasoned and not just rubber stamps for whatever Trump dictates. Please contribute to her campaign if you value independent thinking. See also: Five Ways Election Reform Has Revamped Alaska Politics (Sightline).]

Friday, May 22, 2026

Trump’s Endgame Is Surrender

The outlines of President Trump’s endgame in the Iran war are now emerging. In a phone call with Israeli Prime Minister Benjamin Netanyahu yesterday, Trump reportedly explained that the United States was negotiating a “letter of intent” with Iran that would “formally end the war and launch a 30-day period of negotiations” on Iran’s nuclear program and the reopening of the Strait of Hormuz. The purpose and effect of such an agreement should be clear: The United States is walking away from the crisis. Trump may launch another limited strike to look tough and satisfy the demands of the war’s supporters, but it would be a performative gesture. Endgame in this case is a euphemism for “surrender.”

Trump has blinked many times in the confrontation with Iran—ever since March 18, when Israel attacked the Pars gas field and Iran retaliated with a strike against Qatar’s most important natural-gas-production facility. Trump then called for a halt on U.S. and Israeli targeting of Iran’s energy infrastructure, and the war effectively ended.

Trump’s repeated threats to resume attacks since then have proved to be bluffs. The leaders in Tehran have been calculating for two months that Trump would not launch another attack, and for this reason they have made no concessions despite the damage they suffered from 37 days of relentless strikes. On the contrary, their terms for a settlement are those of a victor: They demand war reparations, no limits on uranium enrichment, recognized control of the strait, and an end to sanctions.

For Trump to respond to this defiance by now calling for another 30 days of cease-fire and talks is a tacit admission of defeat. If he does launch a performative attack in the next few days, the Iranians will understand it for what it is. No one believes that he is going to resume a full-scale war a month from now. Among other reasons, with 30 more days to heal, rearm, and fill its coffers with tolls, Iran will be a more formidable adversary.

In 30 days, moreover, the new Iranian strait regime may already be firmly in place. As the Institute for the Study of War reports, Iran has been using the cease-fire period to “normalize” its control over the strait by “compelling oil-importing countries” to establish transit agreements with Tehran and charging fees on vessels from nations without such deals. According to Iranian officials, the new strait regime will give Iran’s strategic partners, such as Russia and China, priority and allow nations friendly to Iran, such as India and Pakistan, to negotiate their own transit agreements. Vessels associated with nations that Iran regards as an adversary will be denied access to the strait entirely.

Several nations, including South Korea, Turkey, and Iraq, are reportedly already negotiating at least temporary transit agreements. Now that Trump has made clear he has no intention of fighting to reopen the strait, the stampede to get good terms with Tehran will begin. All nations heavily dependent on energy from the Persian Gulf will want to cut their deal quickly to get the oil and gas and other commodities flowing and rescue their battered economy. Those nations currently allied with the United States and friendly to Israel will feel pressure to distance themselves and make their peace with Iran. The international sanctions against Iran will collapse, and even more money will pour into the country’s accounts as its newly central role in the global economy becomes normalized. By the end of 30 days, most of the world will have a stake in the new arrangement and will oppose any resumption of hostilities, even in the unlikely event that Trump wanted to go back to war.

Trump no doubt hopes that he can slip away without Americans noticing the magnitude of this defeat. The financial markets may stabilize if it is clear that oil will eventually start flowing again through a reopened strait, even if under the new Iran-controlled system. A major strategic setback for the United States need not affect Wall Street. The president may also hope that he can change the subject by launching another military operation, this time against the government in Cuba. And the news media have indeed begun writing more about Cuba than about the unfolding disaster in Iran.

According to one U.S. official, Netanyahu’s “hair was on fire” after the call with Trump—for good reason. The Iran war may end up as the single most devastating blow to Israel’s security in its brief history. On the present trajectory, Iran will emerge from the conflict many times stronger and more influential than it was before the war. It will exercise leverage with dozens of the richest nations in the world, all of which will have an acute interest in keeping Iran happy. They will be unlikely to take Israel’s side in any conflict that it has with Tehran or with its proxies in Lebanon and Gaza, because Iran will have the means to punish them if they do. Israel will emerge more isolated than it has been at any time in its history—and not least from its only reliable protector, the United States. When Trump turns his back on Israel, as he must do to implement this policy, MAGA will gladly follow. The bipartisan anti-Israel consensus in the United States will grow and harden.

Will Israel go gentle into this good night? That is the wild card that may disrupt the financial markets’ dreams of a new stability in the Gulf. A stronger, richer, more influential Iran will mean new life for Hamas and Hezbollah. It will mean the end of the Abraham Accords, as the Gulf States will have to make their own peace with Tehran so that their economies can survive. Trump says that Netanyahu “will do whatever I want him to do.” But can Israel stand by while Iran replaces the United States as the arbiter of power in the region?

by Robert Kagan, The Atlantic |  Read more:
Image: Chip Somodevilla/Getty

Thursday, May 21, 2026

The Public Lands Rule Is Gone

What the BLM's Public Lands Rule was, why the Trump administration killed it, and what it means for the 245 million acres we all own.

On Tuesday, the Bureau of Land Management officially rescinded the Conservation and Landscape Health Rule—better known as the Public Lands Rule. The change takes effect June 11. The administration had been signaling this move since last spring, but this week made it final, and it landed alongside a separate proposed rule weakening grazing oversight on 155 million acres of Western land.

I haven’t previously written about the Public Lands Rule, in large part because, frankly, it’s very much an in-the-weeds policy story and tough to make interesting. But that doesn’t mean the rule was not important or that this week’s decision won’t have downstream impacts. The PLR was a sincere attempt to put conservation on equal footing with drilling, mining, and grazing in how the BLM makes decisions about the 245 million acres it manages—roughly one in ten acres in the United States. That the administration moved so aggressively to kill even that modest reset tells you something about where its priorities lie.

Here’s what you need to know.

What was the Public Lands Rule, exactly?

For most of the BLM’s modern history, “multiple use” in practice meant that drilling, grazing, and mining got to sit with the adults when decisions were made, while conservation was relegated to the kids’ table, typically alongside recreation. The Public Lands Rule, finalized in May 2024, was meant to fix that. It directed the BLM to protect the most intact landscapes, restore degraded habitat, and use science and Indigenous knowledge as the foundation for management decisions. Most consequentially, it made conservation an official use of public lands—meaning a tribe, a rancher, or a conservation organization could hold a restoration lease on a piece of ground the same way an oil company leases it for drilling. That’s what was really at stake. Not a land grab, but a seat at the table.

Who made the rule?

The Biden-era BLM, led by director Tracy Stone-Manning, finalized it in May 2024 after a lengthy public process. The comment period generated 215,000 remarks, and the overwhelming majority were in favor. The rule wasn’t a new policy invention so much as a course correction. The Federal Land Policy and Management Act of 1976 already requires the BLM to manage lands for “multiple use and sustained yield” to benefit current and future generations. After decades of drift toward extraction as the default, the Public Lands Rule was the agency trying to follow the law Congress wrote nearly 50 years ago.

What was the case for rescinding it according to the current administration?

Interior Secretary Doug Burgum argued the rule was “unnecessary” and could block access to hundreds of thousands of acres, hurting energy producers, miners, and ranchers. The administration began the rescission process last spring. A 60-day public comment period followed—and the results were striking. Roughly 98% of more than 61,000 commenters opposed rescission, including members of Congress, former BLM officials, Tribal representatives, ranchers, hunters, and local elected leaders. The administration proceeded anyway.

What does the rescission mean in practice?

Picture the Owyhee Canyonlands in southwestern Idaho—one of the most intact desert ecosystems left in North America, home to bighorn sheep, golden eagles, and some of the wildest river country in the lower 48. Under the Public Lands Rule, a conservation organization or Tribal nation could have held a restoration lease there, giving those values a formal foothold in BLM planning. That mechanism is now gone.

More broadly: 81% of BLM lands are open to oil and gas drilling. About 60% are grazed by livestock. Just 14% are designated for lasting conservation. The rule was meant to start bending those numbers toward balance. Instead, the thumb goes back on the extraction side of the scale.

OK, so how big a deal is this?

The Public Lands Rule was only 16 months old when the administration moved to kill it. Its most important provisions—like conservation leasing—hadn’t yet been fully tested. So the rescission prevents future progress more than it reverses present gains. That’s actually a useful way to understand the administration’s broader strategy: move fast enough that the seeds for a different future, one guided by long-term stewardship principles, never get a chance to take root.

The rescission is significant—but it’s also one item in a very long list, and that context matters. Since January 2025, the administration has fired or pushed out thousands of Interior Department and Forest Service employees. It has proposed cutting public lands agency budgets by more than a third. It issued an executive order making mining the "primary land use" across all public lands where legally allowable—ahead of recreation, wildlife, watersheds, cultural sites, everything. It opened sensitive Arctic habitat to drilling, moved to strip mineral protections from the Boundary Waters watershed in Minnesota, and declared a state of “emergency” on nearly 60% of national forest lands to fast-track commercial logging.

The Public Lands Rule rescission is the headline this week. But the pattern is the real story.

by Christopher Keyes, Re:Public | Read more:
Image: Daniel Halseth/Unsplash
[ed. Public lands (and the public's access to them) are under assault in this administration. See also: The Sellout of the Crazies (Re:Public):]
***
"At the end of a dirt road along the northeastern edge of Montana’s Crazy Mountains, a simple sign warns visitors they are now entering private property.

For fifth-generation Montanan Brad Wilson, the notice marks a defeat with implications far beyond the Crazies.

“The fate of our public lands and our rights are in jeopardy right now,” Wilson told Floodlight.

Wilson is a former sheriff’s deputy and lifelong hunter. For most of his life, he has lived in the jagged shadows of the Crazy Mountains—their snow-capped peaks and twisting valleys watched him grow from a boy herding sheep on his grandfather’s ranch to a grey-haired hunter tracking elk herds across their remote slopes.

“The loss of this access means a lot to me and everybody else,” he said beside the gate, looking down and hiding the wet corners of his eyes.

The road beyond the gate next to Wilson leads into what was, for more than a century, one of two historic public trails into the east side of the Crazies. The U.S. Forest Service relinquished the public’s access to the trail early last year as part of a land swap with the Yellowstone Club—an exclusive mountaintop retreat for the megarich located 100 miles away in Big Sky.

“It doesn’t make any sense to me to give this up,” said Wilson.

For many Montanans, the swap has come to symbolize the growing influence of wealthy private interests spreading across America’s public lands and provides a glimpse of what could come under the Trump administration. [...]

Perhaps nowhere in the country is the fight over public lands—and the big-moneyed interests pulling the strings—more on display right now than in Montana’s Crazy Mountains.

“This is a really simple issue,” said Andrew Posewitz, a Montana public lands advocate and the son of a renowned conservationist. “The public had some really good land and some really good access in the Crazy Mountains. Some really rich people decided they liked the Crazy Mountains a lot … And now the public doesn’t have that access.”

Every American—not just Montanans—should care, he warned.

“Because it is very much a harbinger of potentially what could come.”

Sunday, May 17, 2026

Gen Z Is Pioneering a New Understanding of Truth

Previous generations inherited relatively stable systems for determining what was real: newspapers, universities, scientific institutions, courts, and professional journalism. Those systems were imperfect and often exclusionary, but they provided shared reference points. Gen Z has inherited something fundamentally different: an information ecosystem where truth is increasingly shaped socially, emotionally, algorithmically, and now synthetically through AI.

As journalist Maria Ressa warned in her Nobel Prize acceptance speech, "Without facts, you can't have truth. Without truth, you can't have trust. Without trust, we have no shared reality, no democracy."

But Gen Z may already be building something to replace what's been lost. Not institutions. Not gatekeepers. A distributed, socially negotiated sense of who earns the right to be believed. They're not abandoning truth. They're auditing who gets to deliver it.

That verdict, built by millions of young people navigating this system together, is already in.

by Steven Rosenbaum, Wired |  Read more:
Image: Darrell Jackson; Getty Images

Something Big Is Happening on Campus

I get to visit about two dozen campuses every year, and I meet at least a few teachers like Montás at each of them. I can generally spot the ones with the pure disease, the ones with that raw teacher-fire. Usually, they had some experience early in life when they fell in love with learning. This love then became a ruling passion, and now they fervently seek to share it with their students in the classroom. You can find them at Ivies and at community colleges, at big state schools and small liberal-arts colleges. They are a part of what’s going right in American higher education, the part that critics (like me) don’t write about enough.

These teachers talk of their vocation in lofty terms. They are not there merely to download information into students’ brains, or to steer them toward that job at McKinsey. True humanistic study, they believe, has the power to change lives. They want to walk with students through the biggest questions: Who am I? What might I become? What is this world I find myself in? If you don’t ask yourself these questions, these teachers say, you risk wasting your life on trivial pursuits, following the conventional path, doing what others want you to do instead of what is truly in your nature. If society doesn’t offer this kind of deep humanistic education, where people learn to seek truth and cultivate a capacity for citizenship, then democracy begins to crumble. “What I’m giving the students is tools for a life of freedom,” Montás says.

These great teachers are the latest inheritors of the humanist tradition. Humanism is a worldview based on an accurate conception of human nature—that we are both deeply broken and wonderfully made. At our worst, humans are capable of cruelty, fascism, and barbarism that no other mammal can match. On the other hand, deep inside of us we possess fundamental longings for beauty, justice, love, and truth, which, when cultivated, can produce spiritual values and human accomplishments breathtaking in their scope.

Life is essentially a battle between our noblest aspirations and our natural egotism. Humanistic education prepares people for this struggle. Yes, schooling also has a practical purpose—to help students make a living and contribute to the economy. But that practical training works best when it is enmeshed within the larger process of forming a fully functioning grown-up—a person armed with knowledge, strength of judgment, force of character, and a thorough familiarity with the spiritual heritage of our civilization. Preprofessional education treats people solely as economic animals; humanistic education also treats them as social and moral animals.

Humanistic teachers do this by ushering students into the Great Conversation—the debate, stretching back centuries, that constitutes the best of what wise people have thought and expressed. These teachers help students encounter real human beings facing the vital challenges of life: Socrates confronting death, Sun Tzu on how to manage conflict, Dante in love, Zadie Smith on living in the boundary between different identities. The Great Conversation represents each generation’s attempt to navigate the dialectics of life, the tension between autonomy and belonging, freedom and order, intimacy and solitude, diversity and cohesion, achievement and equality. The Great Conversation never ends, because there are no final answers to these tensions, just a temporary balance that works for a particular person or culture in a particular context.

By introducing students to rival traditions of thought—Stoicism, Catholic social teaching, conservatism, critical race theory—colleges help students cultivate the beliefs, worldviews, and philosophies that will help them answer the elemental question of adulthood: What should I do next? By introducing them to history and literature, colleges arm students with wisdom about how humans operate, which is handy knowledge to have. They offer them not only life options but also, more importantly, the ability to choose among them. “Any serious human problem is a hard problem,” Andrew Delbanco, who teaches at Columbia, told me. “The fundamental obligation of a humanities teacher is to try to develop in students an allergy to ideology and certainty. To acknowledge self-doubt.”

But humanistic education is no mere intellectual enterprise. Its primary purpose is not to produce learned people but good people. When teachers do their job, they arouse in their students not only a passion for learning but also a passion to lead a life of generosity and purpose. “The correct analogy for the mind is not a vessel that needs filling, but wood that needs igniting—no more—and then it motivates one towards originality and instills the desire for truth,” Plutarch observed many centuries ago.

Teachers do this by making excellence attractive to the young—excellent lives, excellent ideas, excellent works of art, commerce, and science, and, above all, excellent ideals. The students who are captivated by these ideals find some cause to advance, some social problem to address, some business to start. When confronted by inspiring ideals, many students say: I care intensely about this, I want to orient my life around this. It’s not only their minds that have been refined but also their desires and ambitions. In a true humanistic education, the French philosopher Jacques Maritain wrote, “the shaping of the will is thoroughly more important to man than the shaping of the intellect.”

Preprofessional education is individualistic and selfish. Such students learn to ask: How can I outcompete my peers and beat them up the ladder to success? In a humanistic program, by contrast, groups of people gather to form communities of truth, to reason together, to explore life together, to pool their desires and seek the common good.

I find that students flock to humanistic teachers who radiate a sense of urgency. They tell students: We are doing something important here. College is not just frat parties and internships; it’s potentially the most important four years of your life. You can emerge either an anesthetized drone or a person fully curious, fully committed, and fully alive.

I know this kind of education can have this effect because it is the education I got decades ago at the University of Chicago. I knew I could never be as learned as the professors I encountered, but their passion for large topics and great books seemed so impressive to me. I yearned with all my soul to understand the world as best I could, to embark on a lifelong journey of growth. Whatever my ample failings, that yearning, kindled in those classrooms with those books and those teachers, has never gone away. I stumbled unknowingly into a humanistic education, because it was the only college I got into, but I can tell you, it totally worked on me.

Today, the teachers I’m talking about tend to feel like dissidents within the academy, like they are doing something countercultural. That’s because at most schools, humanistic education has been pushed into the remote corners of academic life. It’s not that people woke up one morning and decided to renounce the humanistic ideal, it’s just that other goals popped up. It was easier to fundraise for them, easier to sell them to tuition-paying parents. The idea of forming students into the best version of themselves sort of got left behind. [...]

Mark Edmundson also grew up in a working-class family, in Medford, Massachusetts. He got into college, something no one else in his family had done, and told his father that he might study prelaw, because you could make a decent living as a lawyer. His father, who had barely graduated high school, “detonated,” Edmundson later recalled. You only go to college once, his father roared, you better study what genuinely interests you. The rich kids get to study what they want, and you are just as good as any rich kids.

Edmundson soon encountered Sigmund Freud and Ralph Waldo Emerson. “They gave words to thoughts and feelings that I had never been able to render myself,” he wrote in his book, Why Teach? “They shone a light onto the world, and what they saw, suddenly I saw, too.” Edmundson now teaches poetry and literature at the University of Virginia.

“To get an education, you’re probably going to have to fight against the institution you find yourself in—no matter how prestigious it might be,” Edmundson once told an audience of students. “In fact, the more prestigious the school, the more you’ll probably have to push.”

The forces arrayed against humanistic learning are many:

by David Brooks, The Atlantic |  Read more:
Image: The Atlantic: Source: Laurie Michaels/Bridgeman Images
[ed. Contrast this with someone (below), who believes that colleges should be modeled after OnlyFans, and that hyper-specialization ("edge" degrees where AI will supposedly be less adept) are the future. I know which curriculum I'd choose.]

Saturday, May 16, 2026

Why the Future of College Could Look Like OnlyFans

Last week, I asked whether, as a forty-six-year-old father of two, I should keep contributing to my children’s college funds, or if perhaps some combination of anti-establishment fervor, A.I., and a shifting economy could save me some money. I don’t have a particularly good answer yet, at least not one good enough to inspire the purchase of a midlife-crisis car, my son’s and daughter’s futures be damned. But, after wrestling with that query in Part 1 of what will be a series of articles, I think there may be a better one to ask. The question is not, I think, “How will A.I. change higher education?” but rather “What irreversible changes have already taken place, and how will colleges and universities respond to them?”

I wanted to talk with someone who stood outside the polite consensus which holds that college as we know it will survive, if only because, as I wrote last week, humans will always want to differentiate their children from other people’s children. Hollis Robbins, a professor of English and a special adviser in the humanities at the University of Utah, and the former dean of arts and humanities at Sonoma State University, has been writing about A.I. and higher education for years on her Substack, “Anecdotal Value.” Through her writing on the subject, her own experiments with A.I., and her experience at both élite private and regional public universities, she has hashed out a theory of sorts. In Robbins’s opinion, an excessively bureaucratic, increasingly generic, and poorly taught version of higher education has taken hold around the country, and that has made the modern university seriously vulnerable to an A.I. takeover.

What can academics do about this? College, Robbins believes, should be more bespoke; schools should cultivate their own character based on the charisma of professors, the novelty of their inquiries, and the quality of their instruction. Today, thanks in part to the Common Application and to the always increasing pressure for students to go simply to the most prestigious college they can, even élite schools are becoming interchangeable. Brown and the University of Chicago have roughly the same pool of students as, say, Vanderbilt, or Georgia Tech. And, once the unique essence of a school has been lost, and the curricula have been standardized for maximum friendliness to students, who are treated as customer kings, A.I. may come to seem like a plausible alternative. In this view, rampant A.I.-assisted cheating, rapidly declining faith in the value of a college education, and general agita on the part of the nation’s faculty are all symptoms of a larger sickness: an academy that has been stripped of everything that once made it special. [...]

In a widely discussed Substack post from last year, titled “It’s Later Than You Think,” Robbins argued that artificial general intelligence would require a culling of sixty to seventy per cent of the country’s professors, and that every professor who wanted to keep their job should write a memo answering the question “What specific knowledge do I possess that AGI does not?” Faculty members who could not produce a compelling memo “with concrete defensible answers,” she wrote, “have no place in the institution.” The university in the age of A.I. will be leaner, odder, and more differentiated from its peers, she maintains, because “students cannot be expected to continue paying for information transfer that AGI provides freely.” Instead, they will “pay to learn from faculty whose expertise surpasses AI, offering mentorship, inspiration, and meaningful access to AGI-era careers and networks.” Any institution that does not adapt will die. “This isn’t a mere transformation but a brutal winnowing,” Robbins writes. “Most institutions will fail, and those that remain will be unrecognizable by today’s standards.”

I recently asked Robbins about how she came to this conclusion, and what, exactly, those surviving institutions might look like. This interview has been edited for length and clarity.

You’ve written a lot about how the modern university has primed itself for an A.I. takeover. How did that happen?

... The first two years of a college education are now more or less the same, regardless of where you go to school. Courses now need to be equivalent to one another, so that a student at one school will be learning something similar to a student at a different school. What that has done over time is created a system where it doesn’t really matter who is teaching the classes. We tell the student, “You’re special,” and we tell the faculty, “You’re not special.” This is the tension and the problem that is plaguing higher education and what’s made it so vulnerable to A.I. Everything else—whether Trump, the enrollment cliff, or whatever—is secondary to this tension. [...]

I’m not a car person, but I have friends who have fancy BMWs, and they have to go to their fancy BMW place to fix their car, because BMW parts are often very specific to BMWs. So what does it mean for higher ed when all the parts are interchangeable? Almost forty per cent of students transfer at least once from institution to institution, and that places additional pressure to make everything the same. What happens is that colleges make it easier for their students to transfer, because parents want to have some backup plan. The high number of transfers leads to more fungibility and commodification.

In a Substack post from last year, you suggested that sixty to seventy per cent of faculty will ultimately lose their jobs once generative A.I. starts to hit the classroom, and that those who survive will need to explain why they’re still needed. How do you think they should be proving their worthiness?

Higher education and professors can differentiate themselves from all this sameness by teaching at the edges of knowledge. My expertise, for example, is in the African American sonnet tradition. There are probably three people on the entire planet who know as much as I do about this tiny little thing, and so I’ve spent a lot of my time experimenting with these large language models to just see what they know about my field, and where the edges are. Specialists are going to be key to selling education as something the A.I. can’t do. When your daughter is going to go to school, in eight years, you are not going to want, for any money, to have her learn standard educational product that A.I. knows—and A.I. will know so much, right?

I’m not sure about that, because I do think that there’s value in her learning things that a computer knows. Human beings still play chess, even though a human being hasn’t beaten the best chess computers in twenty years—and I would think there’s still value in her understanding the basic theories and foundations of, say, chemistry. Even if A.I. knows all of that, she should probably know it, too, if she wants to understand what those edges of knowledge are, no?

So, in my ideal vision of the academy, you’re going to be in class with a mentor who isn’t going to have to teach you Chemistry 101 but will want to quickly move to where the edges are, to do something new. Maybe they would decide together to 3-D-print some new material that has never been printed before, or what have you. Whatever they decide together will not be something every university is going to be able to do. It will be what’s particular at this place. [...]

Does that lead to a kind of obscurity? It would seem to encourage the esoteric sort of inquiry that the public sometimes resists.

Well, I won’t use the word “obscurity.” I would say “specialization.”

Let me make a couple of predictions and distinctions. Social science is going to matter so much less when your daughter goes to college. It is already on its way out. A.I. can do it. And here’s an example of the type of inquiry I’m talking about: I have a weird, funny Twitter group about life on Mars. Someone will ask, for instance, if it’s true that you’re going to need kidney dialysis on the way back from Mars. Another person is theorizing about a 3-D printer that’s going to use Mars soil, which will allow people to build on Mars using its materials instead of shipping everything there. These sorts of inquiries are obscure, specialist, niche, at the edge. [...]

Does that mean kids will be coming to college with a different baseline of knowledge because of A.I.? That a lot of the canon in whatever field they choose will already have been transferred to their brains? I can’t help but remember my own experience as a freshman in college, being completely unprepared for an upper-level religion course, much less any edge-of-knowledge inquiry.

They’re going to be coming in with a different baseline. Once upon a time, you walked into class and a hundred per cent of what was delivered to you was through your professor. Now, you go to a class, maybe you’ll do the reading, but you’ll also ask ChatGPT or Claude. And so your course content is already coming from somewhere else. This is a problem that higher ed has not addressed substantially. What does it mean for me to grade you on something where you got all your information from somewhere else and not from my reading list? That is a complicated question. The only thing that works is for us to get to the edge quickly.

There’s a growing idea I’ve seen in some circles that college could be replaced by conversations between an A.I. tutor and a student. When I think about your model, I wonder why college even needs to exist. If I can just seek out a tutor, somebody that I like, and they just charge me a little bit, and we go through these edge-knowledge cases together, what’s the degree for? Couldn’t you, as Hollis Robbins—not only a specialist in African American sonnet traditions but also an idiosyncratic thinker on the subject of A.I. and the future of the academy—just set up your own shop?

I was in Austin, Texas, a couple of times in March with a bunch of twenty-five-year-old billionaires. This is what they’re looking at. Instead of having the credential from the institution, why not have the credential from the professor? If you have a Hollis Robbins education, what would that signal? What would that credential mean as opposed to a degree from a university? There was some conversation about what that would look like, and one guy at the end of the dinner said, “Instead of OnlyFans, it’s like OnlyProfessors.”

Do you think an OnlyProfessors model would be good? That the dissolution of the vast majority of the higher-education infrastructure, with this replacing it, would be a good outcome?

I worry about where the great middle of America is going to go. I do think students are going to have to withdraw enrollment from schools unless things change. And I don’t think institutions are going to change themselves. They’re caught up in this bureaucratic system, this transfer system, these standardization agreements across state lines, so that anybody can move anywhere. The idea of delivering a standard education product is so embedded within the current structure that it will never change unless students say, “This is not what I want from going to college.” So, yes, OnlyProfessors is an alternative. [...]

And the death of our current universities? What does that look like?

I think there’s contraction. The big flagships are going to stay the same, because they have the football players and all the other things. I’m at the University of Utah—I think it’s going to be fine. We’re going to pick up the lifeboats from the places that crumble. But, ultimately, at the very top, presidents and provosts are going to have to understand that expertise is their mission. Yale, even, went back to making their mission statement about knowledge, not about making a better world. We’re not in the making-a-better-world game anymore. We’re in the knowledge game, and that means getting rid of some of the feel-good stuff. [ed. Like humanities, civics, history, philosophy, logic...

by Jay Caspian Kang, New Yorker | Read more:
Image: David Rowland/Getty
[ed. Couldn't disagree more. Started writing all the reasons why but then just figured 'eh... what's the use'. This really is a bizarre interview with... whoever this person is. I will say that if having ready information at your fingertips (or some personal estoteric knowledge) were all it took to be educated, Google would've put universities out of business a long time ago. There's a reason (with all the instructional videos on YouTube) that people still go to teachers.]

Friday, May 15, 2026

Fix Everything Switch

Ask Claude: 'There's a meme called the "fix everything easily switch". What policies do you think are the best candidates for being a real fix everything switch in the US? Give me your top ten, your confidence, your reasoning, and why a given policy has not been implemented.'


Claude is asked for the top 10 Fix Everything Now buttons. Its answers:
1. Legalize housing.
2. Land value tax.
3. Permitting and NEPA reform.
4. Carbon taxes.
5. Repeal the Jones Act.
6. Compensate kidney donors.
7. Expand high-skilled immigration.
8. Reciprocal drug and device approval with peer regulators (e.g. EU/UK/JP/AU).
9. Occupational licensing reform.
10. Approval or ranked choice voting.
11. Honorable mentions: Child allowance, congestion pricing, replacing corporate income tax with a VAT or DBCFT, ending the home mortgage interest deduction, federal preemption of telehealth and medical licensing, and letting Pell Grants pay for vocational programs.
10/10, no notes, no seriously that’s 10/10 and no notes. 16/16 if you count the others.

There is also a UK version, which also seems like a very good list at first glance.

via: Zvi
***
[ed. 'Legalize housing' might be confusing to some. It's mostly about allowing more housing in every neighborhood, especially historically affluent and exclusionary neighborhoods, removing barriers to both subsidized affordable and market rate housing. 

Reciprocal approval is FDA approval for drugs and devices already approved in other trusted countries like the UK, European Union member countries, Israel, Australia, Canada, and Japan, etc. 

VAT/DBCFT - revenue from sales to nonresidents would not be taxable, and the cost of goods purchased from nonresidents would not be deductible. So if a business purchases $100 million in goods from a supplier overseas, the cost of those goods would not be deductible against the corporate income tax. Likewise, if a business sells a good to a foreign person, the revenues attributed to that sale would not be added to taxable income. Another way to think about the border adjustment is that the corporate tax would ignore revenues and costs associated with cross-border transactions. The tax would be solely focused on raising revenue from business transactions from sales of goods in the United States. (via)]

Saturday, May 9, 2026

Why Consciousness Researchers Have Failed (So Far)

Oh god, I barely made it through.

Experienced sensations while reading: frustration, dread, restless legs, and overwhelming waves of weariness. At one point I felt physically nauseous.

I’ve been trying to figure out why, since (a) Michael Pollan is a great writer who has proven his chops over countless other topics, and (b) this is objectively quite a good book about the science of consciousness. Indeed, I should be happy! Consciousness is clearly having “a moment” right now—a science book about consciousness has been on The New York Times bestseller list for nine weeks, and meanwhile, the online world is abuzz with debates about AI consciousness.

And yet… I hated Pollan’s book.

I felt that every next chapter or section could have been predicted by some statistical machine for producing books about consciousness (“Okay, here’s the part about David Chalmers coming up”). And yes, I have the advantage of being a researcher in the same subject and have even worked with some of the figures Pollan writes about, which is why in my own The World Behind the World (we all seem to gravitate to the same titles, huh) I broadly told much the same story. But you can even go back to science journalist John Horgan’s The Undiscovered Mind, published in 1999, to get similar progress beats and quite familiar names. It’s been 27 years, during which the discussion has (as many fields of science do) centered around major figures like neuroscientists Christof Koch or Giulio Tononi or Antonio Damasio or philosophers like David Chalmers. There’s always the part where Alison Gopnik makes an appearance. Karl Friston pops his head in. And all these people are intellectual titans. Truly. But honestly, this stage of consciousness research feels played out.

Like you have Christof Koch, one of the highest-profile figures, who broke open the field in the 1990s with Francis Crick (co-discoverer of DNA’s structure) and gave one of the first proposals for a neural correlate of consciousness: gamma oscillations in the ~40Hz range in the cortex.

Koch, who is soon to turn seventy, was for a while after the death of Francis Crick a staunch supporter of Integrated Information Theory (I was part of the team that worked on developing that theory after Giulio Tononi proposed it, and even once did a conference submission with Koch himself). But now Koch has apparently moved on to other approaches to consciousness, mentioning his attendance of an ayahuasca ceremony and his accessing of a “universal mind.”

Here’s Pollan talking to Koch at the end of the book:
When I confessed to Koch my fear—that after my five-year journey into the nature and workings of consciousness, I somehow knew less than I did when I started—he simply smiled.

“But that’s good,” he said. “That’s progress.”
No, it isn’t!

Consciousness is not here for our personal therapy. It’s not tied to our life journeys. And I’m guilty of all that artsy and personal stuff too! But it’s no longer about how the grand mystery makes us feel, or the friends we made along the way.

It’s all changed.

HOW WE FAILED

Right now, there’s some college student falling in love with a chatbot instead of the young woman who sits next to him in class, all because science literally cannot tell him that the chatbot is lying about experiencing love. On the other hand, if somehow AIs are conscious, either right now (to some degree), or near-future ones will become so, then they deserve rights and protections, and the entire legal and social apparatus of our civilization must expand rapidly to include radically different types of minds (or we must choose to restrict what kinds of minds we create). There are immediate practical matters here. Long term, we also need to protect against extremely bad futures where only non-conscious intelligences remain—the worst of all possible worlds is that our civilization acts like a reverse metamorphosis, where something weaker but more beautiful, organic consciousness, gets shed in the birth of some horrible star-devouring insect made of matrix multiplication. And then it turns out there is nothing it is like to be two matrices multiplying.

While it’s my opinion that modern LLMs operate more like tools right now, or at best like a lesser statistical approximation of what a good human output would be (with their main advantage being search, not insight), this is all just the beginning of the technology. The door is open and will never be closed again.

Of course, consciousness matters far beyond just AI. Table stakes for actual scientific progress on consciousness include shifting neuroscience and psychiatry from pre-paradigmatic to post-paradigmatic sciences (and all the pile-on effects from that). This was always true. But my point here is that LLMs act like a forcing function. Before everything changed, consciousness research was an unhurried subfield of neuroscience that was always a little weird and niche; therefore academics are guilty of treating consciousness like an academic exercise. [...]

Due to the rise of behaviorism and logical positivism, “consciousness” became a dirty word in science for half a century or more—precisely when the rest of the sciences rocketed ahead! The consciousness winter only really ended in the 1990s because of the collective weight of several Nobel Prize winners (like Francis Crick and Gerald Edelman) determined to make it acceptable again.

The two major scientific conferences (which are how scientists organize) devoted to consciousness also only started in the mid-90s. That’s just 30 years ago! Modern science is incredibly powerful, maybe the most powerful force in existence, but in the grand scheme of things, 30 years is not long at all. That’s just one generation of scientists and thinkers. Kudos to them. Pretty much all of the big names (including definitely Koch) deserve their laurels, and contra Pollan, I do think consciousness actually has made progress over the last 30 years, in that our conceptions are a lot cleaner, the definitional problem is pretty much solved, a lot of the space of initial possible theories is mapped, the problems and difficulties are much better known and clearly outlined, and there is organizational and behind-the-scenes structure that exists in the form of established conferences and labs and minor amounts of funding, etc.

And that’s another thing: no one has tried throwing money at the consciousness problem, at all—and for many problems, from AI to cancer cures, a necessary component often ends up being finance and scale and concentrating talent.

Humanity spends something like a billion dollars a year on CERN. To compare, let’s look at the biggest scientific funder in the United States, the NIH. Out of 103,280 grants awarded to scientists during the 2007-2017 decade, want to guess how many were about directly studying the contents of consciousness?

Five.

That’s probably, at most, a couple million dollars in funding over a decade. Total. So if you’re a consciousness researcher, what can you do, cheaply? What can you do, for free? You can pontificate. You can propose your own theory of consciousness! That requires no funding whatsoever. And so for 30 years the meta in consciousness research has been to create your own theory of consciousness. We’ve let a thousand flowers bloom. The problem is that, if any flower is at all true or promising, you can’t identify it, as its sweet subjectivity-solving scent is completely masked by the bunches of corpse flowers around it. We have too many flowers, and one more just isn’t meaningful anymore. As is sometimes said at the end of fairy tales: “Snip, snap, snout. This tale’s told out.”

What we need are efforts at field-clearing, and methods that can actually make progress on consciousness in ways not tied to just promoting or trying to find evidence for some pre-chosen pet theory—which means finding ways to select over theories, to test theories en masse, so you don’t reinvent the wheel each time, and, perhaps most importantly, you have to do all this while scaling institutions with funding to specifically get a bunch of smart people in a room working together on this.

ME GETTING OFF MY ASS

If the 2020s were all about intelligence, then necessarily the 2030s will be all about consciousness. Intelligence is about function, while consciousness is about being, and forays and progress into understanding (and shaping) function will in turn force our attention toward a better understanding of being. And if the answer to “Why has consciousness not been solved?” is secretly “Material and historical conditions made it hard for anyone to actually try!” then the answer is to actually try.

I refuse to live in a civilization where we consciousness researchers have so obviously failed. I refuse to live in a civilization where we cannot tell consciousness from non-consciousness. Where we can offer no guidance for the future. Where we cannot explain the difference between actually experiencing things vs just processing them. In the short term, this is destabilizing and harmful. In the long term, it may be literally existentially dangerous.

by Erik Hoel, Intrinsic Perspective |  Read more:
Image: Michael Pollan/Penguin Random House
[ed. I thought consciousness research was going great guns since it's central to determining AGI (artificial general intelligence). Huh. See also: His ‘Machine’ Could Uncover the Origin of Human Consciousness—And if It Truly Connects to the Whole Universe (Popular Mechanics)]